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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)
Discerene Group
2301
Discerene Group
Connecticut
US$ 1,06 bi -US$ 114 mi -10% 9,51% 48,6% 13 0% 4
KWB Wealth
2302
KWB Wealth
California
US$ 1,06 bi +US$ 151 mi +17% 1,95% 54,8% 190 30,53% 2
Carret Asset Management
2303
Carret Asset Management
New York
US$ 1,05 bi +US$ 25,6 mi +2% 5,09% 94,4% 300 6% 7,9
Pictet North America Advisors
2304
Pictet North America Advisors
Switzerland
US$ 1,05 bi -US$ 14,6 mi -1% 2,47% 67,7% 152 5,26% 4,5
Southeast Asset Advisors
2305
Southeast Asset Advisors
Georgia
US$ 1,05 bi +US$ 135 mi +15% 8,91% 91,5% 228 13,16% 4
MASTERINVEST Kapitalanlage
2306
MASTERINVEST Kapitalanlage
US$ 1,05 bi +US$ 27,3 mi +3% 4,64% – 288 11,11% 0,5
Triad Wealth Partners
2307
Triad Wealth Partners
Kansas
US$ 1,05 bi +US$ 277 mi +36% 1,81% – 487 30,39% 0,6
Summit Partners
2308
Summit Partners
Massachusetts
US$ 1,05 bi +US$ 127 mi +14% 17,6% 23,2% 8 0% 5,1
Liberty Mutual Group Asset Management
2309
Liberty Mutual Group Asset Management
Massachusetts
US$ 1,05 bi +US$ 736 mi +234% 0,02% 47,9% 29 55,17% 0,8
Parkman Healthcare Partners
2310
Parkman Healthcare Partners
Connecticut
US$ 1,05 bi +US$ 91,8 mi +10% 26,9% 306% 111 27,93% 1,4
Compass Ion Advisors
2311
Compass Ion Advisors
Pennsylvania
US$ 1,05 bi +US$ 12,8 mi +1% 1,2% 75,6% 284 7,04% 2,3
AH
2312
Allen Holding
New York
US$ 1,05 bi -US$ 10,4 mi -1% 1,87% 135% 9 0% 7,9
Three Seasons Wealth
2313
Three Seasons Wealth
Utah
US$ 1,05 bi +US$ 41,7 mi +4% 4,24% 156% 223 38,12% 0,9
Cornerstone Advisory
2314
Cornerstone Advisory
Maryland
US$ 1,05 bi +US$ 30,6 mi +3% 2,04% 53,5% 259 9,65% 4,8
Berkshire Money Management
2315
Berkshire Money Management
Massachusetts
US$ 1,05 bi +US$ 76,6 mi +8% 1,99% 61,8% 132 64,39% 1,4
SC
2316
Shellback Capital
Massachusetts
US$ 1,05 bi -US$ 530 mi -34% 8,43% 198% 130 54,62% 1,1
Octavia Wealth Advisors
2317
Octavia Wealth Advisors
Ohio
US$ 1,05 bi +US$ 42,1 mi +4% 2,71% 67,9% 272 13,24% 2,9
Spirepoint Private Client
2318
Spirepoint Private Client
Florida
US$ 1,05 bi +US$ 95,2 mi +10% 4,45% – 325 17,54% 1,1
CCM Investment Advisers
2319
CCM Investment Advisers
South Carolina
US$ 1,04 bi +US$ 29,5 mi +3% 5,96% 170% 98 14,29% 4,6
Marks Group Wealth Management
2320
Marks Group Wealth Management
Minnesota
US$ 1,04 bi -US$ 31,9 mi -3% 0,8% 62,8% 342 16,96% 3,2
Penn Davis McFarland
2321
Penn Davis McFarland
Texas
US$ 1,04 bi +US$ 76,2 mi +8% 7,66% 100% 77 3,9% 4,3
Limestone Investment Advisors
2322
Limestone Investment Advisors
New York
US$ 1,04 bi -US$ 219 mi -17% 0,1% – 680 57,79% 0,3
Randolph Company
2323
Randolph Company
Ohio
US$ 1,04 bi +US$ 14,1 mi +1% 2,18% 127% 45 11,11% 4,7
Steigerwald Gordon & Koch
2324
Steigerwald Gordon & Koch
Virginia
US$ 1,04 bi -US$ 189 mil -0% 2,29% 59,5% 973 20,66% 1,1
SG Capital Management
2325
SG Capital Management
Illinois
US$ 1,04 bi -US$ 80,2 mi -7% 2,7% 250% 96 73,96% 0,2