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