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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)
Stonebridge Capital Advisors
1901
Stonebridge Capital Advisors
Minnesota
US$ 876 mi +US$ 32,3 mi +4% 6,12% 80,1% 1.020 14,51% 2,5
Southernsun Asset Management
1902
Southernsun Asset Management
Tennessee
US$ 876 mi -US$ 1,27 mi -0,1% 3,87% 54,7% 30 10% 5
Lutz Financial Services
1903
Lutz Financial Services
Nebraska
US$ 876 mi +US$ 62,1 mi +8% 3,74% 35,3% 77 3,9% 3,2
Beese Fulmer Investment Management
1904
Beese Fulmer Investment Management
Ohio
US$ 876 mi +US$ 45,6 mi +5% 5,85% 124% 225 4,89% 5,7
Zhang Financial
1905
Zhang Financial
Michigan
US$ 876 mi +US$ 91,5 mi +12% 6,55% 67,9% 236 6,78% 3,3
Cahaba Wealth Management
1906
Cahaba Wealth Management
Georgia
US$ 874 mi +US$ 68,3 mi +8% 4,7% 48,7% 151 8,61% 2,7
Fifth Third Securities
1907
Fifth Third Securities
Ohio
US$ 872 mi +US$ 111 mi +15% 4,17% 62,7% 215 7,91% 0,9
Ledyard National Bank
1908
Ledyard National Bank
US$ 871 mi +US$ 20,2 mi +2% 5,43% 80,7% 203 3,45% 6,6
BTC Capital Management
1909
BTC Capital Management
Iowa
US$ 869 mi +US$ 37,6 mi +5% 7,61% – 251 10,36% 3,6
Guardian Capital Advisors (Canada)
1910
Guardian Capital Advisors (Canada)
Ontario, Canada
US$ 868 mi -US$ 13,5 mi -2% 2,15% 26,1% 167 11,98% 6,2
Nicolet Advisory Services
1911
Nicolet Advisory Services
Wisconsin
US$ 868 mi +US$ 111 mi +15% 5,32% 62,7% 296 22,3% 2,1
Meeder Advisory Services
1912
Meeder Advisory Services
Ohio
US$ 868 mi +US$ 76,3 mi +10% 7,76% 91,4% 443 13,54% 0,2
BBR Partners
1913
BBR Partners
New York
US$ 868 mi -US$ 21,6 mi -2% 7,93% 63,4% 196 26,02% 2,7
Security Benefit Life Insurance Company
1914
Security Benefit Life Insurance Company
Kansas
US$ 867 mi +US$ 79,6 mi +10% 11,2% 60,6% 91 31,87% 1,1
American Assets Investment Management
1915
American Assets Investment Management
California
US$ 867 mi +US$ 4,37 mi +0,5% 0,43% 520% 179 6,7% 4,6
StrategIQ Financial Group
1916
StrategIQ Financial Group
Indiana
US$ 866 mi +US$ 3,32 mi +0,4% 4,65% 12,6% 291 7,22% 3,9
Callan Capital
1917
Callan Capital
California
US$ 864 mi +US$ 54,1 mi +7% 6,26% 20,1% 197 12,18% 2,5
Mizuho Bank
1918
Mizuho Bank
Japan
US$ 864 mi +US$ 210 mi +32% 8,45% 99,8% 8 12,5% 2,2
Texas Capital Bank Wealth Management Services
1919
Texas Capital Bank Wealth Management Services
Texas
US$ 863 mi +US$ 42,5 mi +5% 6,95% 81,9% 203 23,15% 1,8
Bowie Capital Management
1920
Bowie Capital Management
Texas
US$ 863 mi +US$ 81,1 mi +10% 14% 31,6% 48 35,42% 2,9
Wesleyan Assurance Society
1921
Wesleyan Assurance Society
United Kingdom
US$ 863 mi +US$ 48,7 mi +6% 8,2% 102% 101 0,99% 3,3
Bronte Capital Management
1922
Bronte Capital Management
Australia
US$ 862 mi +US$ 69,4 mi +9% 7,8% 123% 31 16,13% 1,9
Crescent Grove Advisors
1923
Crescent Grove Advisors
Illinois
US$ 862 mi -US$ 100 mi -10% 2,72% 64,1% 299 14,38% 2,7
Y-Intercept (HK)
1924
Y-Intercept (HK)
Hong Kong
US$ 861 mi +US$ 183 mi +27% 4,46% 41,6% 1.670 75,63% 0,2
Private Capital Management (Florida)
1925
Private Capital Management (Florida)
Florida
US$ 860 mi +US$ 123 mi +17% 12,2% 118% 149 33,56% 1,7