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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
Baker Avenue Asset Management
1526
Baker Avenue Asset Management
California
US$ 658 mi -US$ 38,3 mi -6% 0,27% 95,6% 209 31,1% 1,2
SMA
1527
Simply Money Advisors
Ohio
US$ 656 mi -US$ 8,96 mi -1% 1,04% 11,5% 26 11,54% 1,6
SG
1528
Swarthmore Group
Pennsylvania
US$ 655 mi -US$ 278 mi -30% 1,9% 44,2% 58 25,86% 1,4
Geneos Wealth Management
1529
Geneos Wealth Management
Colorado
US$ 654 mi – – 3,54% 66,7% 1.783 – 0
Crestline Management
1530
Crestline Management
Texas
US$ 654 mi -US$ 479 mi -42% 13,4% 80,2% 1 0% 1,3
First National Trust
1531
First National Trust
Pennsylvania
US$ 653 mi +US$ 21,2 mi +3% 1,62% 82,9% 317 14,51% 2
Carnegie Investment Counsel
1532
Carnegie Investment Counsel
Ohio
US$ 653 mi +US$ 76,6 mi +13% 1,76% 112% 305 7,54% 1,9
Foundation Capital
1533
Foundation Capital
California
US$ 653 mi -US$ 168 mi -20% 15,7% – 9 0% 1,4
EP Wealth Advisors
1534
EP Wealth Advisors
California
US$ 652 mi +US$ 57,2 mi +10% 2,27% – 171 35,09% 1,6
Tiedemann Trust
1535
Tiedemann Trust
Delaware
US$ 651 mi -US$ 37,3 mi -5% 1,83% 18,9% 82 23,17% 1,4
P2 Capital Partners
1536
P2 Capital Partners
New York
US$ 649 mi +US$ 56,1 mi +9% 4,96% 7,96% 15 13,33% 1,8
Makaira Partners
1537
Makaira Partners
California
US$ 647 mi +US$ 41,2 mi +7% 9,57% 22% 13 23,08% 2,1
Glazer Capital LLC
1538
Glazer Capital LLC
New York
US$ 647 mi -US$ 28,2 mi -4% 7,55% 323% 121 59,5% 0,4
Ardsley Advisory Partners
1539
Ardsley Advisory Partners
Connecticut
US$ 647 mi -US$ 121 mi -16% 2,14% 555% 218 72,02% 0,4
SouthState Corp
1540
SouthState Corp
Florida
US$ 643 mi +US$ 5,56 mi +0,9% 1,89% 78,9% 222 13,51% 2,2
Berkshire Asset Management
1541
Berkshire Asset Management
Pennsylvania
US$ 643 mi +US$ 38,4 mi +6% 1,58% 70,4% 171 18,13% 2
Edgemoor Investment Advisors
1542
Edgemoor Investment Advisors
Maryland
US$ 642 mi -US$ 24,5 mi -4% 1,86% 109% 141 17,73% 2,1
TM
1543
Thrax Management
New York
US$ 641 mi +US$ 156 mi +32% 1,17% – 156 73,72% 0,1
Martin Investment Management
1544
Martin Investment Management
Florida
US$ 641 mi +US$ 10,9 mi +2% 2,35% 44% 49 30,61% 1,9
Webster Bank
1545
Webster Bank
Connecticut
US$ 641 mi +US$ 17,4 mi +3% 2,21% 77,5% 221 10,41% 2
Polaris Wealth Advisory Group
1546
Polaris Wealth Advisory Group
California
US$ 640 mi +US$ 20,1 mi +3% 4% 64% 163 49,69% 0,6
WA
1547
Westport Advisers
Connecticut
US$ 640 mi -US$ 51,6 mi -7% 3,02% 39,2% 44 6,82% 2,5
EAM Investors
1548
EAM Investors
California
US$ 639 mi -US$ 125 mi -16% 11,6% 6.012% 408 53,68% 0,4
Portfolio Solutions
1549
Portfolio Solutions
Michigan
US$ 639 mi +US$ 12,3 mi +2% 1,09% 11,6% 27 51,85% 0,7
Murphy Capital Management
1550
Murphy Capital Management
New Jersey
US$ 638 mi -US$ 17,6 mi -3% 2,16% 41,6% 336 19,64% 2