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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 701 mi | +US$ 28,7 mi | +4% | 2,12% | 62,2% | 118 | 11,86% | 3,5 |
|
| 2552 |
2552
JGP Wealth Management
Bend,
Oregon
| US$ 701 mi | +US$ 12,3 mi | +2% | 1,9% | 87,8% | 178 | 13,48% | 3,5 |
|
| 2553 |
2553
Perennial Investment Advisors
Los Angeles,
California
| US$ 701 mi | +US$ 41,9 mi | +6% | 3,92% | 84,3% | 401 | 17,96% | 2 |
|
| 2554 |
2554
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$ 700 mi | +US$ 4,19 mi | +0,6% | 0,98% | 75,6% | 229 | 1,31% | 1,3 |
|
| 2555 |
2555
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$ 700 mi | +US$ 17,3 mi | +3% | 2,6% | 82,1% | 557 | 17,77% | 2,7 |
|
| 2556 |
2556
HCR Wealth Advisors
Los Angeles,
California
| US$ 700 mi | +US$ 40,3 mi | +6% | 7,15% | 107% | 234 | 10,68% | 3,5 |
|
| 2557 |
2557
Focused Wealth Management
Newburgh,
New York
| US$ 699 mi | +US$ 48,4 mi | +7% | 3,46% | 73,9% | 275 | 41,82% | 4,9 |
|
| 2558 |
2558
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 699 mi | +US$ 17,7 mi | +3% | 3,2% | 76,8% | 202 | 7,43% | 6 |
|
| 2559 |
2559
NTV Asset Management
Charleston,
West Virginia
| US$ 699 mi | +US$ 42,5 mi | +6% | 3,34% | 110% | 264 | 7,2% | 6,1 |
|
| 2560 |
2560
McGuire Investment Group
Wakefield,
Rhode Island
| US$ 697 mi | +US$ 12,9 mi | +2% | 5,41% | 202% | 117 | 4,27% | 3,8 |
|
| 2561 |
2561
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 697 mi | +US$ 9,3 mi | +1% | 2,95% | 80,3% | 209 | 8,13% | 5,8 |
|
| 2562 |
2562
Heritage Financial Services
Westwood,
Massachusetts
| US$ 697 mi | +US$ 25 mi | +4% | 1,29% | 38,3% | 108 | 6,48% | 1,6 |
|
| 2563 |
2563
Hendershot Investments
Centreville,
Virginia
| US$ 696 mi | -US$ 3,5 mi | -0,5% | 0,29% | 50,5% | 137 | 8,76% | 5,1 |
|
| 2564 |
2564
Stanley-Laman Group
Berwyn,
Pennsylvania
| US$ 696 mi | -US$ 17,3 mi | -2% | 1,83% | 114% | 288 | 19,79% | 1,9 |
|
| 2565 |
2565
Continuum Advisory
Eagle,
Idaho
| US$ 694 mi | +US$ 25,8 mi | +4% | 2,61% | 77% | 1.761 | 6,81% | 0,9 |
|
| 2566 |
2566
ShawSpring Partners
Boston,
Massachusetts
| US$ 693 mi | -US$ 85,3 mi | -11% | 3,76% | 3,53% | 10 | 20% | 2 |
|
| 2567 |
2567
Qtron Investments
Boston,
Massachusetts
| US$ 692 mi | -US$ 13,9 mi | -2% | 5,79% | 140% | 507 | 18,15% | 2,1 |
|
| 2568 |
2568
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 692 mi | +US$ 28,1 mi | +4% | 2,54% | 86% | 519 | 18,3% | 3,3 |
|
| 2569 |
2569
Center for Financial Planning
Southfied,
Michigan
| US$ 692 mi | +US$ 22,7 mi | +3% | 1,4% | 57,5% | 634 | 11,83% | 3,1 |
|
| 2570 |
TCOT
2570
Trust Company of Toledo
Holland,
Ohio
| US$ 691 mi | +US$ 51,8 mi | +8% | 4,13% | 109% | 237 | 6,75% | 6,2 |
|
| 2571 |
2571
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$ 691 mi | -US$ 94,8 mi | -12% | 5,16% | 40,2% | 99 | 15,15% | 4,2 |
|
| 2572 |
WCM
2572
Wallace Capital Management
Dallas,
Texas
| US$ 690 mi | -US$ 43 mi | -6% | 3,6% | 62,3% | 81 | 7,41% | 5 |
|
| 2573 |
2573
Security National Bank
Omaha,
Nebraska
| US$ 689 mi | +US$ 28,1 mi | +4% | 5,59% | 113% | 295 | 8,47% | 1,8 |
|
| 2574 |
2574
Dillon & Associates
Jackson,
Michigan
| US$ 688 mi | +US$ 51,3 mi | +8% | 9,36% | 117% | 83 | 4,82% | 7 |
|
| 2575 |
2575
Resources Management Corp
West Hartford,
Connecticut
| US$ 687 mi | +US$ 2,78 mi | +0,4% | 2,19% | 78,5% | 451 | 7,54% | 4,4 |
|