WORLD EQUITY GROUP, INC. other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Adviser Profile

As of Date:

08/01/2024

Adviser Type:

- Large advisory firm


Number of Employees:

190 25.00%

of those in investment advisory functions:

60 -43.93%


Registration:

SEC, Approved, 3/26/1999

AUM:

858,545,669 -14.79%

of that, discretionary:

775,775,868 -11.29%

Private Fund GAV:

0 -100.00%

Avg Account Size:

276,682 34.12%


SMA’s:

YES

Private Funds:

0

Contact Info

847 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
954M 818M 681M 545M 409M 273M 136M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Should You Hold Inmode Ltd. (INMD)? - Yahoo Finance
03/13/2024

(NASDAQ:INMD) in another article and shared Ave Maria World Equity Fund's views on the company. In addition, please check out our hedge fund investor ...

Yahoo Finance

Should You Hold Stevanato Group S.p.A. (STVN) for the Long-Term?
03/12/2024

Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund returned 13.99% compared to the MSCI All Country World Index’s 11.03% return. The fund returned 24.96% for the full year compared to the […]

Insider Monkey

Should You Hold InMode Ltd. (INMD)?
03/12/2024

Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund returned 13.99% compared to the MSCI All Country World Index’s 11.03% return. The fund returned 24.96% for the full year compared to the […]

Insider Monkey

Is F&G Annuities & Life (FG) Gaining Significant Market Share?
03/12/2024

Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund returned 13.99% compared to the MSCI All Country World Index’s 11.03% return. The fund returned 24.96% for the full year compared to the […]

Insider Monkey

Do You Believe in the Long-Term Potential of StoneCo Ltd. (STNE)?
03/12/2024

Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund returned 13.99% compared to the MSCI All Country World Index’s 11.03% return. The fund returned 24.96% for the full year compared to the […]

Insider Monkey

Ave Maria World Equity Fund’s Q4 2023 Investor Letter
03/12/2024

Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” fourth quarter 2023 investor letter. In the fourth quarter, the fund returned 13.99% compared to the MSCI All Country World Index’s 11.03% return. The fund returned 24.96% for the full year compared to the 22.20% return for the index. You can check […]

Insider Monkey

Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
037833100 APPLE INC $16,996,530 4.00% -7.00% -1.00%
464287200 ISHARES TR $15,038,910 4.00% -27.00% -32.00%
594918104 MICROSOFT CORP $11,276,577 3.00% 3.00% 0.00%
921943858 VANGUARD TAX-MANAGED FDS $10,899,768 3.00% 30.00% 13.00%
78462F103 SPDR S&P 500 ETF TR $7,627,488 2.00% 0.00% -6.00%
33740U778 FIRST TR EXCHNG TRADED FD VI $6,666,016 2.00% 7.00% 0.00%
46090E103 INVESCO QQQ TR $7,185,596 2.00% -1.00% -1.00%
464286533 ISHARES INC $2,139,633 1.00% 24.00% 19.00%
438516106 HONEYWELL INTL INC $2,160,071 1.00% 32.00% 3.00%
46138J841 INVESCO EXCH TRD SLF IDX FD $2,333,138 1.00% -1.00% -2.00%