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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)
John G. Ullman & Associates
2301
John G. Ullman & Associates
New York
US$ 623 mi -US$ 98,6 mi -14% 9,73% 156% 177 16,38% 3,5
Tompkins Financial
2302
Tompkins Financial
New York
US$ 622 mi -US$ 87,2 mi -12% 10,9% 84,4% 627 9,57% 3,3
CCM Investment Advisers
2303
CCM Investment Advisers
South Carolina
US$ 622 mi -US$ 111 mi -15% 14,3% 170% 68 7,35% 4,3
Advocacy Wealth Management Services
2304
Advocacy Wealth Management Services
Georgia
US$ 622 mi +US$ 46,8 mi +8% 9,11% 48,3% 211 35,07% 2,7
HVM
2305
Harvest Volatility Management
Connecticut
US$ 621 mi -US$ 264 mi -30% 19,8% 24,3% 141 1,42% 1,1
PWMAG
2306
Pinnacle Wealth Management Advisory Group
New Jersey
US$ 620 mi -US$ 73,8 mi -11% 13,2% 90,7% 311 18,65% 3
Essex Investment Management
2307
Essex Investment Management
Massachusetts
US$ 619 mi -US$ 183 mi -23% 17,2% 370% 451 19,51% 2,6
Resources Management Corp
2308
Resources Management Corp
Connecticut
US$ 619 mi -US$ 96,9 mi -14% 12,2% 78,5% 535 7,29% 2,8
Amplius Wealth Advisors
2309
Amplius Wealth Advisors
Pennsylvania
US$ 618 mi -US$ 31,8 mi -5% 13,5% 58% 204 29,9% 0,4
LP
2310
LGL Partners
Pennsylvania
US$ 618 mi -US$ 129 mi -17% 14,8% 68,9% 106 10,38% 3
Arosa Capital Management
2311
Arosa Capital Management
Florida
US$ 617 mi +US$ 32,6 mi +6% 15,4% 536% 91 61,54% 0,3
Aozora Bank
2312
Aozora Bank
Japan
US$ 616 mi +US$ 287 mi +87% 10% 5,45% 4 50% 2,2
PAM
2313
Private Asset Management
California
US$ 616 mi -US$ 122 mi -17% 14,1% 38,2% 148 5,41% 5,2
Hills Bank & Trust
2314
Hills Bank & Trust
Iowa
US$ 615 mi -US$ 86,6 mi -12% 14,6% 52,8% 267 11,61% 4,2
Vista Capital Partners
2315
Vista Capital Partners
Oregon
US$ 614 mi -US$ 158 mi -20% 16,1% 61,2% 98 22,45% 4,4
NJ State Employees Deferred Compensation Plan
2316
NJ State Employees Deferred Compensation Plan
New Jersey
US$ 614 mi -US$ 126 mi -17% 13,4% 127% 501 5,19% 5,6
Financial Synergies Wealth Advisors
2317
Financial Synergies Wealth Advisors
Texas
US$ 614 mi -US$ 21,2 mi -3% 14,8% 79% 495 88,28% 0,3
Lyell Wealth Management
2318
Lyell Wealth Management
California
US$ 613 mi -US$ 164 mi -21% 19,6% 128% 203 8,37% 2,8
Makena Capital Management
2319
Makena Capital Management
California
US$ 613 mi -US$ 211 mi -26% 21,6% 78,7% 48 16,67% 1,3
Permian Investment Partners
2320
Permian Investment Partners
Texas
US$ 613 mi -US$ 222 mi -27% 17,7% 78,6% 21 47,62% 1,2
Mane Global Capital Management
2321
Mane Global Capital Management
New York
US$ 613 mi +US$ 79 mi +15% 8,99% 423% 43 76,74% 0,2
Fort Point Capital Partners
2322
Fort Point Capital Partners
California
US$ 612 mi -US$ 105 mi -15% 14,4% 62,2% 308 17,21% 2,2
St. James Investment Company
2323
St. James Investment Company
Texas
US$ 612 mi -US$ 43,5 mi -7% 10,9% 43,8% 29 0% 3
Red Cedar Investment Management
2324
Red Cedar Investment Management
Michigan
US$ 611 mi -US$ 106 mi -15% 13,4% 81,4% 96 14,58% 1,5
Heritage Trust
2325
Heritage Trust
Oklahoma
US$ 611 mi -US$ 96,8 mi -14% 13,3% – 261 13,41% 3,4