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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)
CapWealth Advisors
1851
CapWealth Advisors
Tennessee
US$ 569 mi -US$ 40,3 mi -7% 13,2% 152% 117 19,66% 3,8
Cardan Capital Partners
1852
Cardan Capital Partners
Colorado
US$ 569 mi -US$ 69,3 mi -11% 10,7% 64% 209 35,89% 1,3
Executive Wealth Management
1853
Executive Wealth Management
Michigan
US$ 568 mi – – 8,2% 18,4% 927 – 0
TRUE Private Wealth Advisors
1854
TRUE Private Wealth Advisors
Oregon
US$ 567 mi -US$ 144 mi -20% 9,52% 89,2% 1.109 79,98% 1,7
Ensemble Capital Management
1855
Ensemble Capital Management
California
US$ 567 mi -US$ 40,6 mi -7% 16,4% 36,2% 31 19,35% 3,4
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
US$ 567 mi -US$ 76,4 mi -12% 10,5% 23,7% 237 9,7% 4,2
Dorsey & Whitney Trust
1857
Dorsey & Whitney Trust
South Dakota
US$ 566 mi -US$ 78,8 mi -12% 11,8% 86% 454 24,89% 2,9
Fulton Breakefield Broenniman
1858
Fulton Breakefield Broenniman
Maryland
US$ 566 mi -US$ 77 mi -12% 9,57% 68% 114 9,65% 3,3
BPM
1859
Bowling Portfolio Management
Ohio
US$ 565 mi -US$ 149 mi -21% 16,3% 45,7% 436 48,39% 1,6
Independent Advisor Alliance
1860
Independent Advisor Alliance
North Carolina
US$ 565 mi +US$ 9,43 mi +2% 11,1% 135% 492 40,24% 1,1
EA
1861
Echinus Advisors
New York
US$ 565 mi -US$ 18,1 mi -3% 12,8% 91,4% 10 20% 1,5
Garde Capital
1862
Garde Capital
Washington
US$ 565 mi -US$ 30,1 mi -5% 9,75% 57,6% 173 8,67% 2,6
CFIC
1863
City Financial Investment Company
United Kingdom
US$ 562 mi -US$ 2,53 bi -82% 1,23% – 191 55,5% 0,4
Vicus Capital
1864
Vicus Capital
Pennsylvania
US$ 562 mi -US$ 60,5 mi -10% 11,6% 59,6% 243 14,81% 2,9
Corient Capital Partners
1865
Corient Capital Partners
California
US$ 561 mi -US$ 39,7 mi -7% 12,1% 39,2% 327 29,66% 1,6
CC
1866
Cornerstone Capital
California
US$ 561 mi -US$ 96,9 mi -15% 10,8% 91,2% 83 10,84% 3,9
Capital Investment Services of America
1867
Capital Investment Services of America
Wisconsin
US$ 561 mi -US$ 105 mi -16% 11,8% 50,7% 74 10,81% 4
Provident Investment Management
1868
Provident Investment Management
Michigan
US$ 560 mi -US$ 144 mi -20% 13,6% 90,8% 61 6,56% 3,7
YHB Investment Advisors
1869
YHB Investment Advisors
Connecticut
US$ 560 mi -US$ 103 mi -16% 11,7% 96,2% 201 16,92% 3,8
Hilton Capital Management
1870
Hilton Capital Management
New York
US$ 559 mi -US$ 110 mi -16% 8,36% 58,2% 366 27,87% 0,8
GenTrust
1871
GenTrust
Florida
US$ 559 mi -US$ 64,2 mi -10% 9,33% 53% 111 35,14% 1,2
Cornerstone Advisors (Washington)
1872
Cornerstone Advisors (Washington)
Washington
US$ 559 mi +US$ 404 mi +262% 13,5% 24,3% 1.339 21,21% 2,8
BTC Capital Management
1873
BTC Capital Management
Iowa
US$ 558 mi -US$ 27,3 mi -5% 11,7% – 189 19,05% 2
Sound Point Capital Management
1874
Sound Point Capital Management
New York
US$ 558 mi -US$ 70,8 mi -11% 13,9% 61,5% 42 54,76% 0,8
Exane Derivatives
1875
Exane Derivatives
France
US$ 557 mi +US$ 24 mi +5% 11,3% 42,7% 771 22,7% 1,7