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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)
KMG Fiduciary Partners
1826
KMG Fiduciary Partners
Ohio
US$ 1,35 bi +US$ 146 mi +12% 11,7% 114% 296 6,76% 3,3
Trust Asset Management
1827
Trust Asset Management
Texas
US$ 1,35 bi +US$ 129 mi +11% 12% 91,1% 228 5,7% 3,9
Kanawha Capital Management
1828
Kanawha Capital Management
Virginia
US$ 1,35 bi +US$ 61,3 mi +5% 8,31% 74,5% 218 5,05% 7,8
NewSquare Capital
1829
NewSquare Capital
Pennsylvania
US$ 1,35 bi +US$ 120 mi +10% 8,56% 76,5% 1.393 22,4% 1,4
Neville Rodie & Shaw
1830
Neville Rodie & Shaw
New York
US$ 1,35 bi +US$ 70,5 mi +6% 12,5% 125% 258 6,98% 8,1
Sonora Investment Management Group
1831
Sonora Investment Management Group
Arizona
US$ 1,35 bi +US$ 84,4 mi +7% 9,89% 78,3% 325 13,85% 2,3
Avity Investment Management
1832
Avity Investment Management
Connecticut
US$ 1,35 bi +US$ 109 mi +9% 12,5% 119% 110 9,09% 5,4
CP
1833
Coho Partners
Pennsylvania
US$ 1,34 bi -US$ 313 mi -19% 0,25% 35,6% 38 15,79% 6,8
Beese Fulmer Investment Management
1834
Beese Fulmer Investment Management
Ohio
US$ 1,34 bi +US$ 181 mi +16% 10,6% 124% 291 15,46% 5,7
Cormorant Asset Management
1835
Cormorant Asset Management
Massachusetts
US$ 1,34 bi +US$ 12,5 mi +0,9% 14,8% 3.977% 47 17,02% 1,9
PDS Planning
1836
PDS Planning
Ohio
US$ 1,34 bi +US$ 155 mi +13% 8,23% 62,7% 533 13,88% 2,7
Fiduciary Alliance
1837
Fiduciary Alliance
South Carolina
US$ 1,34 bi +US$ 323 mi +32% 14,4% 104% 487 22,59% 0,9
Lakewood Capital Management
1838
Lakewood Capital Management
New York
US$ 1,34 bi +US$ 193 mi +17% 4,88% 45,4% 57 31,58% 2,4
Diversified Enterprises
1839
Diversified Enterprises
Delaware
US$ 1,34 bi +US$ 151 mi +13% 8,73% – 328 11,89% 0,6
Vestor Capital
1840
Vestor Capital
Illinois
US$ 1,34 bi +US$ 119 mi +10% 12,6% 188% 288 17,01% 3,9
VR Adviser
1841
VR Adviser
New York
US$ 1,33 bi +US$ 159 mi +14% 19,9% 1.698% 40 30% 1,3
Regal Investment Advisors
1842
Regal Investment Advisors
Michigan
US$ 1,33 bi +US$ 98 mi +8% 7,5% 64,7% 507 14,6% 3,1
Clear Harbor Asset Management
1843
Clear Harbor Asset Management
Connecticut
US$ 1,33 bi +US$ 67,6 mi +5% 9,88% 98,6% 442 15,16% 4
Cornerstone Wealth Group
1844
Cornerstone Wealth Group
North Carolina
US$ 1,33 bi +US$ 125 mi +10% 11,4% 96% 335 17,31% 2
Charles Schwab Trust
1845
Charles Schwab Trust
Nevada
US$ 1,33 bi +US$ 138 mi +12% 7,17% 52,7% 183 14,75% 3,2
SFMG Wealth Advisors
1846
SFMG Wealth Advisors
Texas
US$ 1,33 bi +US$ 65,2 mi +5% 5,89% 76,1% 303 14,52% 4,2
Triodos Investment Management
1847
Triodos Investment Management
Netherlands
US$ 1,33 bi +US$ 115 mi +9% 12% 89,9% 51 3,92% 3,3
Fifth Third Securities
1848
Fifth Third Securities
Ohio
US$ 1,33 bi +US$ 146 mi +12% 8,49% 62,7% 317 11,04% 2
Plato Investment Management
1849
Plato Investment Management
Australia
US$ 1,33 bi +US$ 143 mi +12% 14,5% – 560 13,75% 1,2
Delta Accumulation LLC
1850
Delta Accumulation LLC
California
US$ 1,33 bi -US$ 408 mi -23% 8,94% 96,5% 230 18,7% 1,2