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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)
BDO Wealth Advisors
1926
BDO Wealth Advisors
Florida
US$ 804 mi +US$ 52 mi +7% 8,89% 38,3% 1.096 9,22% 2,9
SWS
1927
SYSTM Wealth Solutions
Illinois
US$ 804 mi – – 11,5% – 524 – 0
Brandywine Oak Private Wealth
1928
Brandywine Oak Private Wealth
Pennsylvania
US$ 804 mi +US$ 67,3 mi +9% 7,6% 62,2% 306 22,22% 2,8
Keeley-Teton Advisors
1929
Keeley-Teton Advisors
Illinois
US$ 804 mi +US$ 73,7 mi +10% 14,7% 28,6% 390 10% 2,5
Blue Chip Partners
1930
Blue Chip Partners
Michigan
US$ 804 mi +US$ 74 mi +10% 10,8% 81,2% 194 28,35% 4
Trust Asset Management
1931
Trust Asset Management
Texas
US$ 803 mi +US$ 70,1 mi +10% 8,06% 91,1% 201 5,47% 2,1
Bank Hapoalim BM
1932
Bank Hapoalim BM
Israel
US$ 802 mi +US$ 7,2 mi +0,9% 8,38% 76,6% 173 11,56% 3,4
Nordwand Advisors
1933
Nordwand Advisors
Pennsylvania
US$ 802 mi – – 13,9% 93% 67 – 0
Resonant Capital Advisors
1934
Resonant Capital Advisors
Wisconsin
US$ 802 mi +US$ 144 mi +22% 8,32% 56,5% 269 20,82% 1,8
NewSquare Capital
1935
NewSquare Capital
Pennsylvania
US$ 802 mi +US$ 1,56 mi +0,2% 8,75% 76,5% 886 52,37% 1,5
Clear Harbor Asset Management
1936
Clear Harbor Asset Management
Connecticut
US$ 801 mi +US$ 83,1 mi +12% 10,5% 98,6% 406 22,17% 3,5
Condor Capital Management
1937
Condor Capital Management
New Jersey
US$ 801 mi +US$ 32,9 mi +4% 6,79% 58,2% 508 56,89% 3,9
Connors Investor Services
1938
Connors Investor Services
Pennsylvania
US$ 801 mi +US$ 36,6 mi +5% 10,4% 125% 160 8,75% 4,3
BIC
1939
Beach Investment Counsel
Pennsylvania
US$ 801 mi +US$ 97,6 mi +14% 10,1% 36% 157 8,92% 5,2
Jacobi Capital Management
1940
Jacobi Capital Management
Pennsylvania
US$ 800 mi +US$ 69,3 mi +9% 9,65% 76,6% 428 10,51% 4,7
Edgemoor Investment Advisors
1941
Edgemoor Investment Advisors
Maryland
US$ 798 mi +US$ 47 mi +6% 7,43% 109% 166 14,46% 4,4
Howe & Rusling
1942
Howe & Rusling
New York
US$ 797 mi +US$ 44,2 mi +6% 10,9% 82% 1.143 74,45% 4,7
Ally Invest Advisors
1943
Ally Invest Advisors
North Carolina
US$ 797 mi +US$ 59 mi +8% 7,18% 41,1% 40 35% 1,6
XML Financial
1944
XML Financial
Maryland
US$ 796 mi +US$ 75,6 mi +10% 8,79% 69,5% 347 13,83% 1,7
HPM
1945
H. Partners Management
New York
US$ 793 mi +US$ 157 mi +25% 23,3% 13,5% 3 33,33% 6
Bronte Capital Management
1946
Bronte Capital Management
Australia
US$ 793 mi -US$ 10,4 mi -1% 7,86% 123% 28 3,57% 2
CloudAlpha Capital Management
1947
CloudAlpha Capital Management
Hong Kong
US$ 792 mi +US$ 185 mi +30% 18,7% 2.704% 26 65,38% 0,2
Amica Mutual Insurance
1948
Amica Mutual Insurance
Rhode Island
US$ 792 mi +US$ 86,1 mi +12% 9,29% 80,4% 103 11,65% 4,9
Front Barnett Associates
1949
Front Barnett Associates
Illinois
US$ 792 mi +US$ 33 mi +4% 7,72% 40,5% 114 1,75% 6,7
Meeder Advisory Services
1950
Meeder Advisory Services
Ohio
US$ 792 mi – – 9,64% 91,4% 399 – 0