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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)
First Trust Direct Indexing
2351
First Trust Direct Indexing
Massachusetts
US$ 772 mi +US$ 68,4 mi +10% 11,1% 69% 697 11,19% 0,7
Oldfield Partners
2352
Oldfield Partners
United Kingdom
US$ 771 mi -US$ 163 mi -17% 3,31% 98% 22 13,64% 5,6
Beacon Financial Group
2353
Beacon Financial Group
Texas
US$ 769 mi +US$ 23,9 mi +3% 7,33% 66,6% 238 13,45% 4
Matrix Asset Advisors
2354
Matrix Asset Advisors
New York
US$ 769 mi +US$ 58,5 mi +8% 8,92% 84,9% 86 8,14% 4,1
DT Investment Partners
2355
DT Investment Partners
Pennsylvania
US$ 769 mi +US$ 22,8 mi +3% 6,24% 64,3% 147 12,93% 2,4
Resources Management Corp
2356
Resources Management Corp
Connecticut
US$ 768 mi +US$ 72,9 mi +10% 13,2% 78,5% 535 10,47% 2,4
Abner Herrman & Brock
2357
Abner Herrman & Brock
New Jersey
US$ 768 mi +US$ 57,6 mi +8% 10,8% 156% 116 22,41% 4,1
Oak Hill Capital Management
2358
Oak Hill Capital Management
New York
US$ 768 mi – – 4,49% 1,19% 2 – 0
EFG Asset Management
2359
EFG Asset Management
Oregon
US$ 767 mi – – 7,21% 211% 175 – 0
Circle Wealth Management
2360
Circle Wealth Management
New Jersey
US$ 766 mi +US$ 72,8 mi +11% 9,63% 71,8% 204 17,16% 2
Triodos Investment Management
2361
Triodos Investment Management
Netherlands
US$ 765 mi +US$ 21,2 mi +3% 6,57% 89,9% 37 2,7% 2,8
Manchester Capital Management
2362
Manchester Capital Management
Vermont
US$ 764 mi +US$ 33,5 mi +5% 10,9% 86,7% 1.145 19,04% 2,8
RTD Financial Advisors
2363
RTD Financial Advisors
Pennsylvania
US$ 764 mi – – 6,12% 51,5% 116 – 0
Redwood Investment Management
2364
Redwood Investment Management
Arizona
US$ 763 mi +US$ 62,6 mi +9% 6,81% 62,5% 323 43,03% 0,9
North Point Portfolio Managers
2365
North Point Portfolio Managers
Ohio
US$ 763 mi +US$ 50,1 mi +7% 12,1% 72,8% 84 5,95% 4,3
Anderson Hoagland & Co
2366
Anderson Hoagland & Co
Missouri
US$ 763 mi -US$ 21,5 mi -3% 6,57% 104% 117 11,97% 2,5
Cardiff Park Advisors
2367
Cardiff Park Advisors
California
US$ 762 mi – – 6,83% 88,6% 308 – 0
Archon Capital Management
2368
Archon Capital Management
Washington
US$ 761 mi +US$ 53,2 mi +8% 0,89% 222% 36 16,67% 1,4
Third Avenue Management
2369
Third Avenue Management
New York
US$ 760 mi +US$ 17,4 mi +2% 9,71% 113% 64 14,06% 3,8
Nations Financial Group
2370
Nations Financial Group
Iowa
US$ 760 mi +US$ 101 mi +15% 9,33% 112% 494 17,21% 2
BIC
2371
Beach Investment Counsel
Pennsylvania
US$ 756 mi -US$ 299 mi -28% 12,4% 36% 186 30,65% 4,9
Verus Financial Partners
2372
Verus Financial Partners
Virginia
US$ 756 mi +US$ 88,3 mi +13% 4,65% 45,7% 98 5,1% 2,6
AltraVue Capital
2373
AltraVue Capital
Washington
US$ 756 mi +US$ 79,1 mi +12% 6,92% 221% 34 5,88% 2,2
Arkadios Wealth Advisors
2374
Arkadios Wealth Advisors
Georgia
US$ 755 mi +US$ 61,5 mi +9% 8,33% 91,1% 1.981 72,29% 1,5
LFCM
2375
Long Focus Capital Management
Puerto Rico
US$ 755 mi – – 3,87% 120% 103 – 0