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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)
Ascent Group
1876
Ascent Group
Virginia
US$ 836 mi -US$ 22,9 mi -3% 10,8% 83,3% 512 23,24% 0,4
Icon Wealth Partners
1877
Icon Wealth Partners
Texas
US$ 836 mi -US$ 169 mi -17% 13,4% – 348 20,4% 2,3
Wintrust Investments
1878
Wintrust Investments
Illinois
US$ 836 mi -US$ 203 mi -20% 14,2% 27,5% 423 17,26% 1,5
Advance Capital Management
1879
Advance Capital Management
Michigan
US$ 836 mi +US$ 12,9 mi +2% 10,8% 54,4% 93 17,2% 0,4
Bell Bank
1880
Bell Bank
North Dakota
US$ 836 mi -US$ 60,7 mi -7% 13,4% 71% 212 22,17% 3,5
Roundview Capital
1881
Roundview Capital
New Jersey
US$ 835 mi -US$ 138 mi -14% 12,8% 77,7% 296 7,77% 4,5
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
US$ 835 mi -US$ 104 mi -11% 11,5% 75,3% 209 8,61% 5,4
Principle Wealth Partners
1883
Principle Wealth Partners
Connecticut
US$ 831 mi -US$ 120 mi -13% 13% 79,9% 330 12,73% 2,1
Eagle Ridge Investment Management
1884
Eagle Ridge Investment Management
Connecticut
US$ 830 mi -US$ 108 mi -12% 12% 28,2% 163 13,5% 4,2
CapWealth Advisors
1885
CapWealth Advisors
Tennessee
US$ 829 mi -US$ 148 mi -15% 11,7% 152% 130 20% 4,4
Ledyard National Bank
1886
Ledyard National Bank
US$ 828 mi -US$ 172 mi -17% 13,7% 80,7% 233 12,45% 6,2
Capital Investment Advisory Services
1887
Capital Investment Advisory Services
North Carolina
US$ 826 mi -US$ 93 mi -10% 10,7% 69,3% 880 11,02% 2,5
Stonebridge Capital Advisors
1888
Stonebridge Capital Advisors
Minnesota
US$ 825 mi -US$ 100 mi -11% 11,7% 80,1% 1.119 19,84% 1,9
StrategIQ Financial Group
1889
StrategIQ Financial Group
Indiana
US$ 825 mi -US$ 95,7 mi -10% 12,1% 12,6% 299 7,69% 3,3
Vestor Capital
1890
Vestor Capital
Illinois
US$ 825 mi -US$ 183 mi -18% 11,8% 188% 245 20,82% 3,1
Garde Capital
1891
Garde Capital
Washington
US$ 822 mi -US$ 152 mi -16% 14,7% 57,6% 287 13,59% 3
Front Barnett Associates
1892
Front Barnett Associates
Illinois
US$ 821 mi -US$ 172 mi -17% 15,1% 40,5% 119 7,56% 6,3
Hikari Tsushin Inc
1893
Hikari Tsushin Inc
Japan
US$ 821 mi -US$ 175 mi -18% 18,3% 59,5% 54 11,11% 4,3
Arch Venture Management
1894
Arch Venture Management
Illinois
US$ 821 mi +US$ 121 mi +17% 3,83% 228% 10 20% 0,7
First Financial Bank - Trust Division
1895
First Financial Bank - Trust Division
Ohio
US$ 820 mi -US$ 120 mi -13% 12,7% 68,6% 186 7,53% 6,5
BTC Capital Management
1896
BTC Capital Management
Iowa
US$ 818 mi -US$ 194 mi -19% 14,8% – 269 10,04% 2,9
Legacy Wealth Management (Tennessee)
1897
Legacy Wealth Management (Tennessee)
Tennessee
US$ 818 mi -US$ 20,1 mi -2% 14,9% 50,4% 19 15,79% 4,6
StoneX Group
1898
StoneX Group
New York
US$ 818 mi -US$ 427 mi -34% 12,7% 85,2% 866 44% 1,5
Adell Harriman & Carpenter
1899
Adell Harriman & Carpenter
Texas
US$ 815 mi -US$ 213 mi -21% 13,8% 176% 175 22,29% 5,5
Ironvine Capital Partners
1900
Ironvine Capital Partners
Nebraska
US$ 815 mi -US$ 112 mi -12% 14,4% 58,8% 56 5,36% 3,4