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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)
Levin Capital Strategies
1901
Levin Capital Strategies
New York
US$ 981 mi +US$ 41,6 mi +4% 5,78% 88,6% 468 46,37% 2
Evensky & Katz
1902
Evensky & Katz
Florida
US$ 981 mi +US$ 76,1 mi +8% 6,46% 57,1% 76 6,58% 4,1
ProVise Management Group
1903
ProVise Management Group
Florida
US$ 980 mi +US$ 52,3 mi +6% 6,49% 66,8% 398 15,08% 3,6
Common Fund For Nonprofit Organizations
1904
Common Fund For Nonprofit Organizations
Connecticut
US$ 980 mi +US$ 81,6 mi +9% 7,33% 70,8% 11 27,27% 0,4
Oldfield Partners
1905
Oldfield Partners
United Kingdom
US$ 979 mi +US$ 14,1 mi +1% 7,01% 90,3% 22 4,55% 4,8
Gerber Kawasaki Wealth & Investment Management
1906
Gerber Kawasaki Wealth & Investment Management
California
US$ 979 mi +US$ 147 mi +18% 9,39% 91,5% 273 21,98% 1,4
Johnson & Johnson Innovation - JJDC
1907
Johnson & Johnson Innovation - JJDC
New Jersey
US$ 978 mi +US$ 206 mi +27% 17,7% – 21 19,05% 0,9
TA
1908
Trivest Advisors
Hong Kong
US$ 978 mi +US$ 626 mi +178% 17,4% 2.977% 40 70% 0,2
Accredited Investors
1909
Accredited Investors
Minnesota
US$ 978 mi +US$ 231 mi +31% 11,4% 74% 168 6,55% 3,7
Ledyard National Bank
1910
Ledyard National Bank
US$ 977 mi +US$ 48,7 mi +5% 6,7% 80,7% 245 6,12% 5,4
Strategy Capital
1911
Strategy Capital
California
US$ 977 mi +US$ 241 mi +33% 20,7% 316% 9 11,11% 1,8
Global Retirement Partners
1912
Global Retirement Partners
California
US$ 976 mi +US$ 122 mi +14% 7,29% – 2.000 13,15% 2,5
Guardian Capital Advisors (Canada)
1913
Guardian Capital Advisors (Canada)
Ontario, Canada
US$ 976 mi +US$ 100 mi +11% 4,5% 26,1% 180 9,44% 4,7
Nicola Wealth Management
1914
Nicola Wealth Management
British Columbia, Canada
US$ 975 mi +US$ 80,9 mi +9% 6,45% 56,1% 121 12,4% 1,7
GM Advisory Group
1915
GM Advisory Group
New York
US$ 975 mi +US$ 141 mi +17% 8,7% 53,6% 218 16,97% 1,7
Wintrust Investments
1916
Wintrust Investments
Illinois
US$ 975 mi +US$ 7,72 mi +0,8% 6,9% 27,5% 450 17,56% 1,3
Western Wealth Management
1917
Western Wealth Management
Colorado
US$ 973 mi +US$ 229 mi +31% 7,46% 82,6% 639 22,85% 1,3
Mangrove Partners
1918
Mangrove Partners
Connecticut
US$ 971 mi -US$ 19,4 mi -2% 2,12% 185% 508 75% 0,1
Central Securities
1919
Central Securities
New York
US$ 971 mi +US$ 94,4 mi +11% 10,3% 90,2% 33 6,06% 5
Iron Triangle Partners
1920
Iron Triangle Partners
Connecticut
US$ 971 mi +US$ 184 mi +23% 8,58% 152% 36 52,78% 0,5
Phillips Financial Management
1921
Phillips Financial Management
Indiana
US$ 970 mi +US$ 157 mi +19% 3,98% 45,6% 89 4,49% 5
Money Design
1922
Money Design
Japan
US$ 969 mi +US$ 111 mi +13% 3,87% 26,4% 65 1,54% 1,9
Cape Cod Five Cents Savings Bank
1923
Cape Cod Five Cents Savings Bank
Massachusetts
US$ 968 mi +US$ 49,4 mi +5% 5,63% – 186 8,06% 5,4
Pictet North America Advisors
1924
Pictet North America Advisors
Switzerland
US$ 968 mi +US$ 113 mi +13% 8,39% 67,7% 130 7,69% 3,2
KL
1925
KGH Ltd
Bahamas
US$ 968 mi +US$ 172 mi +22% 24,8% 139% 40 42,5% 0,5