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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)
Nicolet Advisory Services
1926
Nicolet Advisory Services
Wisconsin
US$ 911 mi +US$ 43,5 mi +5% 5,56% 62,7% 318 12,89% 2,1
CM
1927
Conifer Management
New York
US$ 911 mi +US$ 78 mi +9% 10,8% 22,7% 11 9,09% 2,3
Grassi Investment Management
1928
Grassi Investment Management
California
US$ 909 mi +US$ 103 mi +13% 16,3% 170% 129 5,43% 5,6
Ascent Group
1929
Ascent Group
Virginia
US$ 908 mi -US$ 32,2 mi -3% 5,56% 83,3% 509 19,45% 1,2
Gladstone Capital Management
1930
Gladstone Capital Management
United Kingdom
US$ 907 mi +US$ 121 mi +15% 22,1% 304% 23 60,87% 1,1
EverSource Wealth Advisors
1931
EverSource Wealth Advisors
Alabama
US$ 907 mi +US$ 104 mi +13% 5,42% 89,7% 2.650 16,08% 1
Henry H. Armstrong Associates
1932
Henry H. Armstrong Associates
Pennsylvania
US$ 905 mi +US$ 84,1 mi +10% 11,5% 70% 59 3,39% 6,8
Exor N.V.
1933
Exor N.V.
Netherlands
US$ 905 mi +US$ 600 mi +197% 0,51% 8,34% 2 50% 0,3
Bridgeworth
1934
Bridgeworth
Alabama
US$ 905 mi +US$ 112 mi +14% 4,93% 19,3% 176 9,09% 3
Daido Life Insurance Company
1935
Daido Life Insurance Company
Japan
US$ 904 mi -US$ 98,3 mi -10% 7,79% 68,7% 11 0% 5,1
Callan Capital
1936
Callan Capital
California
US$ 904 mi +US$ 40,3 mi +5% 4,96% 20,1% 194 10,31% 2,7
BBR Partners
1937
BBR Partners
New York
US$ 904 mi +US$ 35,9 mi +4% 5,96% 63,4% 175 14,86% 2,9
Lansdowne Partners (UK)
1938
Lansdowne Partners (UK)
United Kingdom
US$ 902 mi +US$ 254 mi +39% 12,6% 293% 24 33,33% 1,9
Trinity Street Asset Management
1939
Trinity Street Asset Management
United Kingdom
US$ 902 mi +US$ 9,01 mi +1% 8,04% 76,9% 22 4,55% 2,3
Unison Advisors
1940
Unison Advisors
District of Columbia
US$ 901 mi +US$ 595 mil +0,1% 2,52% 54,6% 206 26,7% 2,6
Maple-Brown Abbott
1941
Maple-Brown Abbott
Australia
US$ 900 mi +US$ 21 mi +2% 5,91% 7,92% 15 0% 5,4
Foster Victor Wealth Advisors
1942
Foster Victor Wealth Advisors
South Carolina
US$ 900 mi +US$ 75,1 mi +9% 5,95% 78,2% 173 13,87% 2,6
Colonial Trust Advisors
1943
Colonial Trust Advisors
South Carolina
US$ 900 mi +US$ 48,6 mi +6% 8,45% 80% 940 6,06% 1,6
Soleus Capital Management
1944
Soleus Capital Management
Connecticut
US$ 900 mi -US$ 66,1 mi -7% 11,2% 508% 115 45,22% 0,6
American Assets Investment Management
1945
American Assets Investment Management
California
US$ 899 mi +US$ 31,9 mi +4% 3,64% 507% 176 3,41% 4,8
First Trust Direct Indexing
1946
First Trust Direct Indexing
Massachusetts
US$ 898 mi +US$ 55,8 mi +7% 8,96% 69% 751 12,65% 1,8
SP Asset Management
1947
SP Asset Management
California
US$ 896 mi +US$ 80,9 mi +10% 11,8% 92,4% 118 7,63% 3,3
Globeflex Capital
1948
Globeflex Capital
California
US$ 896 mi +US$ 77 mi +9% 11% 186% 526 22,05% 2,1
Jacobi Capital Management
1949
Jacobi Capital Management
Pennsylvania
US$ 894 mi +US$ 51,3 mi +6% 6,11% 76,6% 451 9,53% 4,7
Stack Financial Management
1950
Stack Financial Management
Montana
US$ 894 mi +US$ 71,6 mi +9% 4,54% 58,4% 40 12,5% 5