Estamos no ar no ! Saiba mais

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)
JNBA Financial Advisors
2151
JNBA Financial Advisors
Minnesota
US$ 965 mi -US$ 14,6 mi -1% 1,07% 66,8% 692 12,86% 5,7
Wescott Financial Advisory Group
2152
Wescott Financial Advisory Group
Pennsylvania
US$ 965 mi -US$ 424 mil -0% 1,19% 55,5% 180 7,78% 2,6
Amplius Wealth Advisors
2153
Amplius Wealth Advisors
Pennsylvania
US$ 962 mi -US$ 13,8 mi -1% 2,26% 58% 190 10,53% 2,2
GA
2154
GRS Advisors
Illinois
US$ 961 mi -US$ 52,7 mi -5% 0,63% 54,3% 41 48,78% 0,6
AH
2155
Allen Holding
New York
US$ 961 mi +US$ 49,3 mi +5% 13,1% 185% 14 0% 7,1
Tortoise Investment Management
2156
Tortoise Investment Management
New York
US$ 960 mi +US$ 13,1 mi +1% 0,04% 40,2% 894 10,4% 5,3
Crescent Grove Advisors
2157
Crescent Grove Advisors
Illinois
US$ 960 mi -US$ 49 mi -5% 4,54% 64,1% 291 14,43% 3,8
Moody National Bank Trust Division
2158
Moody National Bank Trust Division
Texas
US$ 959 mi +US$ 3,03 mi +0,3% 2,87% 115% 514 11,48% 4,5
Townsend & Associates
2159
Townsend & Associates
Colorado
US$ 959 mi -US$ 17,4 mi -2% 4,35% 58% 106 10,38% 2,6
Meridiem Capital Partners
2160
Meridiem Capital Partners
Texas
US$ 959 mi -US$ 178 mi -16% 4,96% – 98 72,45% 0,1
PrairieView Partners
2161
PrairieView Partners
Minnesota
US$ 958 mi +US$ 1,68 mi +0,2% 0,01% 34% 402 6,72% 3,9
Traphagen Investment Advisors
2162
Traphagen Investment Advisors
New Jersey
US$ 958 mi -US$ 25 mi -3% 1,77% 65,8% 192 10,94% 3,2
Petredis Investment Advisors
2163
Petredis Investment Advisors
Pennsylvania
US$ 957 mi -US$ 11,1 mi -1% 4,4% 158% 102 5,88% 2
FourThought Financial Partners
2164
FourThought Financial Partners
Florida
US$ 956 mi -US$ 7,07 mi -0,7% 0,68% 95,9% 338 11,83% 1,1
Pertento Partners
2165
Pertento Partners
United Kingdom
US$ 955 mi -US$ 226 mi -19% 2,57% 196% 31 41,94% 1
Quent Capital
2166
Quent Capital
New York
US$ 953 mi -US$ 13,6 mi -1% 0,82% 78,1% 1.375 5,96% 2,6
Avenir Corporation
2167
Avenir Corporation
Virginia
US$ 953 mi -US$ 23,8 mi -2% 1,67% 34,4% 72 6,94% 6,2
Certuity
2168
Certuity
Florida
US$ 953 mi +US$ 32,2 mi +3% 0,94% 197% 434 18,2% 2
Conservest Capital Advisors
2169
Conservest Capital Advisors
Pennsylvania
US$ 952 mi -US$ 15,9 mi -2% 1,88% 58,6% 118 14,41% 1,8
Asset Advisors Investment Management
2170
Asset Advisors Investment Management
Georgia
US$ 952 mi -US$ 4,2 mi -0,4% 0,32% 67,5% 113 5,31% 4,2
Kensington Asset Management
2171
Kensington Asset Management
Texas
US$ 952 mi -US$ 755 mi -44% 0,35% 38,1% 35 42,86% 0,7
Diversified Portfolios Inc
2172
Diversified Portfolios Inc
Michigan
US$ 951 mi +US$ 33,9 mi +4% 0,43% 40,2% 153 12,42% 3,8
RMR Wealth Builders
2173
RMR Wealth Builders
New Jersey
US$ 950 mi -US$ 17,4 mi -2% 3,71% 91,7% 271 9,96% 2,6
Moss Adams Wealth Advisors
2174
Moss Adams Wealth Advisors
Washington
US$ 950 mi +US$ 3,45 mi +0,4% 2,97% 79,6% 238 21,43% 1,2
Johnson Financial Group LLC (Colorado)
2175
Johnson Financial Group LLC (Colorado)
Colorado
US$ 948 mi +US$ 93,6 mi +11% 0,81% 66,9% 104 56,73% 1,4