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)
PSG Equity
2001
PSG Equity
Massachusetts
US$ 943 mi +US$ 85,5 mi +10% 9,97% 13,7% 1 0% 2
Colonial Trust Advisors
2002
Colonial Trust Advisors
South Carolina
US$ 943 mi +US$ 69,4 mi +8% 10,5% 80% 966 10,66% 2
BCM
2003
Bayesian Capital Management
New York
US$ 942 mi +US$ 65,9 mi +8% 17,3% 107% 1.095 75,34% 0,2
Henry H. Armstrong Associates
2004
Henry H. Armstrong Associates
Pennsylvania
US$ 941 mi +US$ 65,9 mi +8% 10,4% 70% 59 5,08% 7,1
Conservest Capital Advisors
2005
Conservest Capital Advisors
Pennsylvania
US$ 940 mi +US$ 112 mi +13% 10,9% 58,6% 113 11,5% 0,9
Regal Partners
2006
Regal Partners
Australia
US$ 940 mi +US$ 492 mi +110% 11,6% 146% 57 59,65% 1,1
Marcum Wealth
2007
Marcum Wealth
Ohio
US$ 940 mi +US$ 108 mi +13% 10,9% 20% 403 12,41% 2,2
Ally Invest Advisors
2008
Ally Invest Advisors
North Carolina
US$ 939 mi +US$ 83,7 mi +10% 8,8% 41,1% 59 6,78% 1,9
TCI Wealth Advisors
2009
TCI Wealth Advisors
Arizona
US$ 938 mi +US$ 154 mi +20% 10,8% 68,2% 214 13,55% 7,3
Greenwood Gearhart
2010
Greenwood Gearhart
Arkansas
US$ 938 mi +US$ 92,6 mi +11% 9,6% 70,6% 304 67,76% 1,5
Easterly Investment Partners
2011
Easterly Investment Partners
Massachusetts
US$ 935 mi +US$ 26,4 mi +3% 10,3% 57,6% 209 19,14% 1,7
Ninepoint Partners
2012
Ninepoint Partners
Ontario, Canada
US$ 935 mi -US$ 110 mi -10% 11,5% 82,6% 107 30,84% 1,3
Nitorum Capital
2013
Nitorum Capital
New York
US$ 935 mi +US$ 20,3 mi +2% 6,83% 87,1% 29 10,34% 3,4
Bouchey Financial Group
2014
Bouchey Financial Group
New York
US$ 934 mi +US$ 118 mi +14% 10,4% 66,7% 141 14,89% 2,9
SoFi Wealth
2015
SoFi Wealth
California
US$ 933 mi +US$ 113 mi +14% 9,15% 67,9% 11 0% 1,8
Flat Footed LLC
2016
Flat Footed LLC
Wyoming
US$ 933 mi +US$ 47,7 mi +5% 38% 152% 33 54,55% 0,8
Hilton Capital Management
2017
Hilton Capital Management
New York
US$ 933 mi +US$ 182 mi +24% 7,65% 58,2% 172 33,14% 1,8
2Xideas
2018
2Xideas
Switzerland
US$ 933 mi +US$ 29,3 mi +3% 15,4% 40,6% 60 16,67% 2,4
Freedom Together Foundation
2019
Freedom Together Foundation
New York
US$ 933 mi – – 8,63% – 26 – 0
Condor Capital Management
2020
Condor Capital Management
New Jersey
US$ 933 mi +US$ 117 mi +14% 10,6% 58,2% 216 27,31% 4,6
Desjardins Global Asset Management
2021
Desjardins Global Asset Management
Quebec, Canada
US$ 930 mi +US$ 11,4 mi +1% 13,6% – 706 10,06% 1,4
Nicolet Advisory Services
2022
Nicolet Advisory Services
Wisconsin
US$ 930 mi +US$ 27,1 mi +3% 9,92% 62,7% 339 12,68% 2,4
Browning West
2023
Browning West
California
US$ 928 mi +US$ 231 mi +33% 17,7% 96,8% 2 0% 3
WDA
2024
Wendell David Associates
New Hampshire
US$ 928 mi +US$ 78,4 mi +9% 9,66% 58,7% 166 8,43% 7,2
Weatherly Asset Management
2025
Weatherly Asset Management
California
US$ 928 mi +US$ 90,8 mi +11% 11,7% 116% 179 5,59% 7,3