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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)
Ullmann Wealth Partners Group
2551
Ullmann Wealth Partners Group
Florida
US$ 701 mi +US$ 28,7 mi +4% 2,12% 62,2% 118 11,86% 3,5
JGP Wealth Management
2552
JGP Wealth Management
Oregon
US$ 701 mi +US$ 12,3 mi +2% 1,9% 87,8% 178 13,48% 3,5
Perennial Investment Advisors
2553
Perennial Investment Advisors
California
US$ 701 mi +US$ 41,9 mi +6% 3,92% 84,3% 401 17,96% 2
Compass Ion Advisors
2554
Compass Ion Advisors
Pennsylvania
US$ 700 mi +US$ 4,19 mi +0,6% 0,98% 75,6% 229 1,31% 1,3
Pinnacle Wealth Planning Services
2555
Pinnacle Wealth Planning Services
Ohio
US$ 700 mi +US$ 17,3 mi +3% 2,6% 82,1% 557 17,77% 2,7
HCR Wealth Advisors
2556
HCR Wealth Advisors
California
US$ 700 mi +US$ 40,3 mi +6% 7,15% 107% 234 10,68% 3,5
Focused Wealth Management
2557
Focused Wealth Management
New York
US$ 699 mi +US$ 48,4 mi +7% 3,46% 73,9% 275 41,82% 4,9
Mechanics Bank - Trust Department
2558
Mechanics Bank - Trust Department
California
US$ 699 mi +US$ 17,7 mi +3% 3,2% 76,8% 202 7,43% 6
NTV Asset Management
2559
NTV Asset Management
West Virginia
US$ 699 mi +US$ 42,5 mi +6% 3,34% 110% 264 7,2% 6,1
McGuire Investment Group
2560
McGuire Investment Group
Rhode Island
US$ 697 mi +US$ 12,9 mi +2% 5,41% 202% 117 4,27% 3,8
River Wealth Advisors
2561
River Wealth Advisors
Pennsylvania
US$ 697 mi +US$ 9,3 mi +1% 2,95% 80,3% 209 8,13% 5,8
Heritage Financial Services
2562
Heritage Financial Services
Massachusetts
US$ 697 mi +US$ 25 mi +4% 1,29% 38,3% 108 6,48% 1,6
Hendershot Investments
2563
Hendershot Investments
Virginia
US$ 696 mi -US$ 3,5 mi -0,5% 0,29% 50,5% 137 8,76% 5,1
Stanley-Laman Group
2564
Stanley-Laman Group
Pennsylvania
US$ 696 mi -US$ 17,3 mi -2% 1,83% 114% 288 19,79% 1,9
Continuum Advisory
2565
Continuum Advisory
Idaho
US$ 694 mi +US$ 25,8 mi +4% 2,61% 77% 1.761 6,81% 0,9
ShawSpring Partners
2566
ShawSpring Partners
Massachusetts
US$ 693 mi -US$ 85,3 mi -11% 3,76% 3,53% 10 20% 2
Qtron Investments
2567
Qtron Investments
Massachusetts
US$ 692 mi -US$ 13,9 mi -2% 5,79% 140% 507 18,15% 2,1
Moloney Securities Asset Management
2568
Moloney Securities Asset Management
Missouri
US$ 692 mi +US$ 28,1 mi +4% 2,54% 86% 519 18,3% 3,3
Center for Financial Planning
2569
Center for Financial Planning
Michigan
US$ 692 mi +US$ 22,7 mi +3% 1,4% 57,5% 634 11,83% 3,1
TCOT
2570
Trust Company of Toledo
Ohio
US$ 691 mi +US$ 51,8 mi +8% 4,13% 109% 237 6,75% 6,2
Eubel Brady & Suttman Asset Management
2571
Eubel Brady & Suttman Asset Management
Ohio
US$ 691 mi -US$ 94,8 mi -12% 5,16% 40,2% 99 15,15% 4,2
WCM
2572
Wallace Capital Management
Texas
US$ 690 mi -US$ 43 mi -6% 3,6% 62,3% 81 7,41% 5
Security National Bank
2573
Security National Bank
Nebraska
US$ 689 mi +US$ 28,1 mi +4% 5,59% 113% 295 8,47% 1,8
Dillon & Associates
2574
Dillon & Associates
Michigan
US$ 688 mi +US$ 51,3 mi +8% 9,36% 117% 83 4,82% 7
Resources Management Corp
2575
Resources Management Corp
Connecticut
US$ 687 mi +US$ 2,78 mi +0,4% 2,19% 78,5% 451 7,54% 4,4