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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)
Donor Advised Charitable Giving
1926
Donor Advised Charitable Giving
California
US$ 1,04 bi +US$ 479 mi +86% 38,1% 418% 61 34,43% 1,7
Montag & Caldwell
1927
Montag & Caldwell
Georgia
US$ 1,04 bi -US$ 47,9 mi -4% 14,7% 91,3% 74 8,11% 4,1
Orgel Wealth Management
1928
Orgel Wealth Management
Wisconsin
US$ 1,04 bi +US$ 156 mi +18% 4,52% 39,6% 68 19,12% 2,4
Cat Rock Capital Management
1929
Cat Rock Capital Management
Connecticut
US$ 1,04 bi -US$ 104 mi -9% 3,42% 66,7% 10 40% 1,5
Kovack Advisors
1930
Kovack Advisors
Florida
US$ 1,04 bi +US$ 115 mi +12% 9,37% 118% 797 22,33% 2,2
RPGK
1931
Retirement Planning Group (Kansas)
Kansas
US$ 1,03 bi +US$ 155 mi +18% 6,85% 54,7% 112 25,89% 2,8
Washington Trust Bank
1932
Washington Trust Bank
Washington
US$ 1,03 bi +US$ 178 mi +21% 12,1% 89,9% 239 15,06% 4,2
XS
1933
XR Securities
Illinois
US$ 1,03 bi +US$ 817 mi +377% 10,3% 17% 570 51,75% 0,7
Global Alpha Capital Management
1934
Global Alpha Capital Management
Quebec, Canada
US$ 1,03 bi +US$ 132 mi +15% 10,2% 80,4% 36 8,33% 4,1
Hackensack Meridian Health
1935
Hackensack Meridian Health
New Jersey
US$ 1,03 bi – – 4,1% 53,4% 7 – 0
First Interstate Bank
1936
First Interstate Bank
Montana
US$ 1,03 bi +US$ 55,3 mi +6% 5,32% 49,7% 114 5,26% 4,9
Advisors Preferred
1937
Advisors Preferred
Maryland
US$ 1,03 bi +US$ 310 mi +43% 6,02% 102% 250 63,2% 0,8
Ashton Thomas Private Wealth
1938
Ashton Thomas Private Wealth
Arizona
US$ 1,03 bi +US$ 337 mi +49% 9,59% 85,9% 466 27,47% 1,1
NXG Investment Management
1939
NXG Investment Management
Texas
US$ 1,03 bi -US$ 5,16 mi -0,5% 0,28% 121% 130 34,62% 2,1
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
US$ 1,03 bi +US$ 127 mi +14% 10,4% 76,1% 308 20,78% 2,3
AAM
1941
AO Asset Management
New York
US$ 1,03 bi -US$ 332 mi -24% 12,1% 127% 68 36,76% 1,5
Johns Hopkins University
1942
Johns Hopkins University
Maryland
US$ 1,03 bi -US$ 204 mi -17% 3,48% 30,6% 13 30,77% 0,5
Middleton & Co
1943
Middleton & Co
Massachusetts
US$ 1,03 bi +US$ 92,2 mi +10% 10,9% 81,8% 167 8,98% 5,4
HighTower Trust
1944
HighTower Trust
Texas
US$ 1,03 bi +US$ 213 mi +26% 10,9% 90,4% 231 57,14% 1,8
IFG Advisory
1945
IFG Advisory
Georgia
US$ 1,03 bi +US$ 98,2 mi +11% 8,62% 70,1% 519 12,14% 2,2
Garde Capital
1946
Garde Capital
Washington
US$ 1,02 bi +US$ 55,3 mi +6% 6,46% 67,6% 304 14,8% 2,5
JB Capital
1947
JB Capital
Connecticut
US$ 1,02 bi +US$ 249 mi +32% 5,75% 83,8% 351 38,46% 0,2
Anson Funds Management
1948
Anson Funds Management
Texas
US$ 1,02 bi -US$ 36,2 mi -3% 1,54% 2.010% 491 69,25% 0,2
Bramshill Investments
1949
Bramshill Investments
Florida
US$ 1,02 bi -US$ 155 mi -13% 1,25% 3,6% 145 29,66% 1,6
Phillips Financial Management
1950
Phillips Financial Management
Indiana
US$ 1,02 bi +US$ 54,8 mi +6% 4,48% 45,6% 93 6,45% 5,3