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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)
Baystate Wealth Management
1851
Baystate Wealth Management
Massachusetts
US$ 1,11 bi +US$ 97,8 mi +10% 5,58% 14,6% 1.017 21,53% 2,7
Provident Investment Management
1852
Provident Investment Management
Michigan
US$ 1,11 bi +US$ 62,6 mi +6% 8,75% 90,8% 62 8,06% 3,7
Bogart Wealth LLC
1853
Bogart Wealth LLC
Virginia
US$ 1,11 bi +US$ 125 mi +13% 5,85% 60,5% 853 14,42% 1,9
Parcion Private Wealth
1854
Parcion Private Wealth
Washington
US$ 1,11 bi -US$ 20,1 mi -2% 5,33% 114% 209 13,4% 1,5
1900 Wealth Management
1855
1900 Wealth Management
Texas
US$ 1,11 bi +US$ 75,8 mi +7% 4,65% 61% 250 17,6% 0,7
ProVise Management Group
1856
ProVise Management Group
Florida
US$ 1,1 bi +US$ 92,9 mi +9% 7,01% 74,6% 406 11,33% 3,9
Capital Investment Services of America
1857
Capital Investment Services of America
Wisconsin
US$ 1,1 bi +US$ 52,9 mi +5% 7,56% 74,2% 85 10,59% 4,7
Cowen and Company
1858
Cowen and Company
New York
US$ 1,1 bi -US$ 1,01 bi -48% 0,31% 120% 915 68,09% 0,3
Sapphire Ventures
1859
Sapphire Ventures
Texas
US$ 1,1 bi -US$ 179 mi -14% 10,6% 7,75% 14 35,71% 0,4
Hemenway Trust Hemenway Trust
1860
Hemenway Trust Hemenway Trust
New Hampshire
US$ 1,1 bi +US$ 108 mi +11% 10,6% 87,2% 148 10,81% 4,7
Lincluden Management
1861
Lincluden Management
Ontario, Canada
US$ 1,09 bi +US$ 97,2 mi +10% 8,99% 67,7% 81 12,35% 4,9
Ally Financial
1862
Ally Financial
Michigan
US$ 1,09 bi +US$ 70,2 mi +7% 3,75% 9,28% 132 24,24% 2
Brightworth
1863
Brightworth
Georgia
US$ 1,09 bi -US$ 11,4 mi -1% 8,89% 21,7% 123 10,57% 2,7
James Investment Research
1864
James Investment Research
Ohio
US$ 1,09 bi +US$ 15 mi +1% 9,51% 110% 539 15,58% 3,2
FAS Wealth Partners
1865
FAS Wealth Partners
Kansas
US$ 1,09 bi +US$ 21,5 mi +2% 6,85% 72,3% 423 11,35% 3,1
Wealthcare Capital Management
1866
Wealthcare Capital Management
Virginia
US$ 1,09 bi +US$ 56 mi +5% 4,15% 46,2% 87 16,09% 4,2
ARS Investment Partners
1867
ARS Investment Partners
New York
US$ 1,09 bi +US$ 89,5 mi +9% 11,4% 266% 192 20,31% 1,8
Atlas Venture Life Science Advisors
1868
Atlas Venture Life Science Advisors
Massachusetts
US$ 1,09 bi – – 11% 484% 16 – 0
Capital Growth Management
1869
Capital Growth Management
Massachusetts
US$ 1,09 bi -US$ 1,13 mi -0,1% 18,8% 422% 86 63,95% 0,2
TA
1870
Trivest Advisors
Hong Kong
US$ 1,09 bi +US$ 237 mi +28% 31,9% 2.977% 26 73,08% 0,4
Hilton Capital Management
1871
Hilton Capital Management
New York
US$ 1,09 bi +US$ 65,1 mi +6% 8,4% 58,2% 150 28,67% 1,7
Arena Capital Advisors
1872
Arena Capital Advisors
California
US$ 1,09 bi -US$ 180 mi -14% 1,48% 127% 426 18,54% 0,4
IC
1873
Immersion Capital
United Kingdom
US$ 1,08 bi -US$ 35,2 mi -3% 1,97% 63,4% 9 11,11% 1,5
Gratus Capital
1874
Gratus Capital
Georgia
US$ 1,08 bi +US$ 148 mi +16% 10,2% 51,4% 210 12,86% 3,4
HPM
1875
H. Partners Management
New York
US$ 1,08 bi -US$ 24,4 mi -2% 1,63% 13,5% 3 0% 6,2