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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)
Heritage Trust
2376
Heritage Trust
Oklahoma
US$ 825 mi -US$ 24,5 mi -3% 0,26% – 310 6,45% 4,6
Keeley-Teton Advisors
2377
Keeley-Teton Advisors
Illinois
US$ 825 mi -US$ 36,8 mi -4% 3,92% 28,6% 380 7,11% 3,7
Vista Capital Partners
2378
Vista Capital Partners
Oregon
US$ 824 mi -US$ 35,9 mi -4% 3,28% 69,3% 120 10% 4,8
Waddell & Associates
2379
Waddell & Associates
Tennessee
US$ 824 mi -US$ 157 mi -16% 2,41% 194% 164 9,15% 2,5
Octavia Wealth Advisors
2380
Octavia Wealth Advisors
Ohio
US$ 824 mi -US$ 583 mil -0,1% 2,11% 67,9% 239 10,88% 2,6
TRUE Private Wealth Advisors
2381
TRUE Private Wealth Advisors
Oregon
US$ 823 mi -US$ 592 mil -0,1% 0,47% 89,2% 245 13,88% 4,3
Jackson Wealth Management
2382
Jackson Wealth Management
Florida
US$ 823 mi -US$ 58,7 mi -7% 3,67% 72,1% 203 35,96% 1,1
DDD Partners
2383
DDD Partners
Washington
US$ 823 mi +US$ 9,33 mi +1% 0,97% 85,9% 108 14,81% 2,7
Philip James Wealth Mangement
2384
Philip James Wealth Mangement
Georgia
US$ 822 mi +US$ 48,5 mi +6% 7,79% 76% 191 22,51% 0,7
Financial Synergies Wealth Advisors
2385
Financial Synergies Wealth Advisors
Texas
US$ 822 mi +US$ 15,6 mi +2% 1,35% 79% 85 18,82% 3,3
BFSG LLC
2386
BFSG LLC
California
US$ 822 mi -US$ 33,5 mi -4% 1,18% 90,7% 721 13,31% 1,8
Rodgers & Associates
2387
Rodgers & Associates
Pennsylvania
US$ 820 mi -US$ 19 mi -2% 3,63% 56,3% 102 8,82% 3,3
Strategies Wealth Advisors
2388
Strategies Wealth Advisors
Michigan
US$ 819 mi +US$ 15,7 mi +2% 1,32% 64,6% 186 38,17% 1,3
BFS
2389
Bard Financial Services
Connecticut
US$ 818 mi -US$ 16,1 mi -2% 0,65% 90,1% 219 9,13% 3,4
Griffin Asset Management
2390
Griffin Asset Management
New York
US$ 817 mi -US$ 34,2 mi -4% 0,88% 88,9% 219 12,33% 5,9
Sawgrass Asset Management
2391
Sawgrass Asset Management
Florida
US$ 816 mi -US$ 95,5 mi -10% 4,47% 108% 187 14,44% 2,2
Southeast Asset Advisors
2392
Southeast Asset Advisors
Georgia
US$ 816 mi +US$ 397 mil +0% 0,14% 91,5% 192 17,19% 4,1
CCM Investment Advisers
2393
CCM Investment Advisers
South Carolina
US$ 815 mi -US$ 89,5 mi -10% 3,27% 170% 77 11,69% 5,2
L. Roy Papp & Associates
2394
L. Roy Papp & Associates
Arizona
US$ 815 mi -US$ 41,4 mi -5% 2,11% 80,1% 179 3,35% 7,1
Graves Light Lenhart Wealth
2395
Graves Light Lenhart Wealth
Virginia
US$ 815 mi +US$ 10,3 mi +1% 0,72% 47,7% 192 6,25% 4,5
McIlrath & Eck
2396
McIlrath & Eck
Washington
US$ 814 mi +US$ 29,9 mi +4% 1,54% 44% 1.017 13,27% 4
Manchester Capital Management
2397
Manchester Capital Management
Vermont
US$ 814 mi -US$ 47,1 mi -5% 4,77% 86,7% 1.211 8,26% 3,9
Barton Investment Management
2398
Barton Investment Management
Pennsylvania
US$ 814 mi -US$ 129 mi -14% 4,32% 124% 49 8,16% 7,6
RW Investment Management
2399
RW Investment Management
Idaho
US$ 814 mi -US$ 6,98 mi -0,9% 0,57% – 104 8,65% 1,9
Parthenon LLC
2400
Parthenon LLC
Kentucky
US$ 813 mi -US$ 13,6 mi -2% 0,51% 93,3% 124 2,42% 8,2