Estamos no ar no ! Saiba mais

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)
Estate Counselors
2001
Estate Counselors
Wisconsin
US$ 644 mi +US$ 18,6 mi +3% 4,33% 60% 163 31,9% 1,8
Nicolet Advisory Services
2002
Nicolet Advisory Services
Wisconsin
US$ 644 mi -US$ 7,27 mi -1% 6,25% 62,7% 217 21,2% 1,2
Manchester Capital Management
2003
Manchester Capital Management
Vermont
US$ 643 mi -US$ 85,9 mi -12% 19,4% 86,7% 719 32,68% 3,8
NAM
2004
North American Management
Massachusetts
US$ 642 mi +US$ 27,3 mi +4% 8,47% 61,7% 108 3,7% 5
USAdvisors Wealth Management
2005
USAdvisors Wealth Management
Minnesota
US$ 641 mi +US$ 453 mi +241% 2,46% 59,6% 72 8,33% 1
First Midwest Bank Trust Division
2006
First Midwest Bank Trust Division
Illinois
US$ 640 mi +US$ 26,8 mi +4% 8,87% 107% 377 15,65% 4,1
Harvey Investment Company
2007
Harvey Investment Company
Kentucky
US$ 640 mi +US$ 50,1 mi +8% 10% 56,4% 89 6,74% 5,2
Gratus Capital
2008
Gratus Capital
Georgia
US$ 639 mi +US$ 46,1 mi +8% 7,57% 51,4% 183 19,67% 3
Phillips Financial Management
2009
Phillips Financial Management
Indiana
US$ 639 mi +US$ 28,2 mi +5% 4% 45,6% 87 8,05% 4,6
Stearns Financial Services Group
2010
Stearns Financial Services Group
North Carolina
US$ 639 mi +US$ 2,26 mi +0,4% 5,44% 26,1% 216 11,57% 3,5
RGREA
2011
Ranger Global Real Estate Advisors
Colorado
US$ 638 mi +US$ 140 mi +28% 1,54% 18% 34 23,53% 1,5
Roundview Capital
2012
Roundview Capital
New Jersey
US$ 637 mi +US$ 48,6 mi +8% 8,96% 86,4% 248 9,68% 3,8
SNS Financial Group
2013
SNS Financial Group
Minnesota
US$ 637 mi +US$ 85,6 mi +16% 7,1% 54,2% 224 19,2% 2,8
Colonial Trust Advisors
2014
Colonial Trust Advisors
South Carolina
US$ 636 mi +US$ 50,3 mi +9% 10,7% 90,7% 158 8,23% 4,3
ARS Investment Partners
2015
ARS Investment Partners
New York
US$ 636 mi +US$ 105 mi +20% 10,6% 266% 118 45,76% 1,9
Clearwater Capital Advisors
2016
Clearwater Capital Advisors
Illinois
US$ 636 mi +US$ 38,1 mi +6% 4,88% 49,7% 142 5,63% 3,2
Lavaca Capital
2017
Lavaca Capital
Texas
US$ 636 mi +US$ 322 mi +102% 8,45% 46,5% 123 45,53% 0,8
CCMP Capital
2018
CCMP Capital
New York
US$ 636 mi -US$ 185 mi -23% 22,5% 12,3% 1 0% 3
FJ Capital Management
2019
FJ Capital Management
Virginia
US$ 636 mi -US$ 9,17 mi -1% 5,86% 97,9% 100 41% 1,7
AP
2020
Archon Partners
New Jersey
US$ 636 mi +US$ 85,2 mi +15% 15,3% 99,5% 56 19,64% 3,5
HighTower Trust
2021
HighTower Trust
Texas
US$ 635 mi -US$ 21,5 mi -3% 2,28% 90,4% 115 12,17% 3,3
Dakota Wealth Management
2022
Dakota Wealth Management
Florida
US$ 635 mi +US$ 50,1 mi +9% 8,86% 112% 312 17,63% 1,9
Engle Capital Management
2023
Engle Capital Management
Connecticut
US$ 634 mi +US$ 13,9 mi +2% 14,6% 398% 29 51,72% 0,7
Wedgewood Partners
2024
Wedgewood Partners
Missouri
US$ 632 mi +US$ 42,1 mi +7% 9,99% 78,1% 39 12,82% 3,4
BerganKDV Wealth Management
2025
BerganKDV Wealth Management
Minnesota
US$ 632 mi +US$ 48,2 mi +8% 5,82% 27,9% 1.048 15,17% 1,7