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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)
Verdence Capital Advisors
1876
Verdence Capital Advisors
Maryland
US$ 1,24 bi -US$ 11,1 mi -0,9% 1,46% 104% 673 11,14% 3,1
Sage Financial Group
1877
Sage Financial Group
Pennsylvania
US$ 1,24 bi +US$ 18,5 mi +2% 0,98% 67% 105 5,71% 4,3
Sound View Wealth Advisors Group
1878
Sound View Wealth Advisors Group
Georgia
US$ 1,24 bi +US$ 16,6 mi +1% 1,38% 73% 425 6,59% 3,3
Campbell Newman Asset Management
1879
Campbell Newman Asset Management
Wisconsin
US$ 1,24 bi -US$ 88,3 mi -7% 0,42% 116% 109 8,26% 6,4
Mount Yale Investment Advisors
1880
Mount Yale Investment Advisors
Colorado
US$ 1,24 bi +US$ 197 mi +19% 2,59% 81,9% 625 24,16% 2,6
Lutz Financial Services
1881
Lutz Financial Services
Nebraska
US$ 1,24 bi +US$ 4,96 mi +0,4% 1,33% 35,3% 94 9,57% 4,1
Triodos Investment Management
1882
Triodos Investment Management
Netherlands
US$ 1,24 bi -US$ 31 mi -2% 4,91% 89,9% 50 4% 3,2
Taiyo Life Insurance Company
1883
Taiyo Life Insurance Company
Japan
US$ 1,23 bi -US$ 28 mi -2% 2,71% 90,5% 13 15,38% 3,5
Hemenway Trust Hemenway Trust
1884
Hemenway Trust Hemenway Trust
New Hampshire
US$ 1,23 bi -US$ 31,3 mi -2% 0,45% 87,2% 136 8,82% 6,4
Proficio Capital Partners
1885
Proficio Capital Partners
Massachusetts
US$ 1,23 bi +US$ 227 mi +23% 2,82% 97% 381 29,66% 2,6
Prosperity Capital Advisors
1886
Prosperity Capital Advisors
Ohio
US$ 1,23 bi +US$ 56,1 mi +5% 0,27% 72,2% 372 19,09% 1,2
Creative Financial Designs
1887
Creative Financial Designs
Indiana
US$ 1,23 bi +US$ 44,4 mi +4% 0,36% 56,2% 1.867 13,93% 3
J. Safra Asset Management
1888
J. Safra Asset Management
New York
US$ 1,23 bi +US$ 177 mi +17% 1,75% 84,3% 368 26,36% 0,9
Strategy Capital
1889
Strategy Capital
California
US$ 1,23 bi +US$ 190 mi +18% 25,6% 316% 10 0% 3
Wealthquest
1890
Wealthquest
Ohio
US$ 1,23 bi +US$ 93,8 mi +8% 0,58% 52,1% 137 10,95% 4,3
American Assets Investment Management
1891
American Assets Investment Management
California
US$ 1,23 bi +US$ 85,3 mi +7% 167% 520% 164 7,93% 6,3
Clearlake Capital Group
1892
Clearlake Capital Group
California
US$ 1,23 bi -US$ 79,5 mi -6% 4,94% 47,3% 6 0% 2,8
Cornerstone Wealth Group
1893
Cornerstone Wealth Group
North Carolina
US$ 1,23 bi +US$ 16 mi +1% 2,16% 96% 292 15,75% 2
Stone Point Capital
1894
Stone Point Capital
Connecticut
US$ 1,22 bi +US$ 1,99 mi +0,2% 8,64% 15,7% 5 0% 5,3
Main Management
1895
Main Management
California
US$ 1,22 bi +US$ 7,5 mi +0,6% 1,68% 64,1% 144 9,72% 3,7
Keywise Capital Management (HK)
1896
Keywise Capital Management (HK)
Hong Kong
US$ 1,22 bi +US$ 210 mi +21% 42,9% 684% 18 22,22% 1,4
Cannae Holdings
1897
Cannae Holdings
Nevada
US$ 1,22 bi -US$ 82,2 mi -6% 3,12% 88,6% 5 0% 2,9
McDaniel Terry & Co
1898
McDaniel Terry & Co
Texas
US$ 1,22 bi +US$ 25,6 mi +2% 0,84% 57,9% 104 8,65% 5,5
YHB Investment Advisors
1899
YHB Investment Advisors
Connecticut
US$ 1,22 bi +US$ 9,8 mi +0,8% 1,57% 96,2% 289 7,27% 5,7
Strategic Value Partners
1900
Strategic Value Partners
Connecticut
US$ 1,22 bi +US$ 39 mi +3% 4,43% – 3 33,33% 0,6