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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
KFO
4226
Kopp Family Office
Bloomington,
Minnesota
| US$ 225 mi | -US$ 20,5 mi | -8% | 12,2% | 47,9% | 13 | 7,69% | 0,7 |
|
| 4227 |
4227
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 225 mi | -US$ 25,7 mi | -10% | 17,8% | 415% | 39 | 58,97% | 1 |
|
| 4228 |
4228
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 225 mi | +US$ 21,5 mi | +11% | 6,98% | 63,9% | 130 | 12,31% | 3,4 |
|
| 4229 |
4229
Soapstone Management
Bethesda,
Maryland
| US$ 225 mi | -US$ 7,55 mi | -3% | 19,6% | 30,3% | 21 | 14,29% | 1,4 |
|
| 4230 |
4230
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 225 mi | +US$ 24,7 mi | +12% | 6,8% | 68% | 85 | 17,65% | 2,1 |
|
| 4231 |
4231
Affiance Financial
St. Louis Park,
Minnesota
| US$ 224 mi | +US$ 32,4 mi | +17% | 4,88% | 57,8% | 155 | 14,84% | 2,7 |
|
| 4232 |
4232
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 224 mi | +US$ 40,5 mi | +22% | 3,01% | 60,3% | 44 | 18,18% | 3,7 |
|
| 4233 |
4233
Searle & Co
Greenwich,
Connecticut
| US$ 224 mi | +US$ 16,2 mi | +8% | 7,09% | 108% | 145 | 6,21% | 3,2 |
|
| 4234 |
4234
AtonRa Partners
Geneva,
Switzerland
| US$ 224 mi | +US$ 20,4 mi | +10% | 7,93% | 49% | 140 | 46,43% | 0,2 |
|
| 4235 |
ACG
4235
Aventail Capital Group
New York
| US$ 224 mi | +US$ 32 mi | +17% | 16,9% | 154% | 87 | 71,26% | 0,1 |
|
| 4236 |
JPLA
4236
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 224 mi | +US$ 80,9 mi | +56% | 2,61% | 84% | 636 | 25% | 0,5 |
|
| 4237 |
4237
KLS Diversified Asset Management
New York
| US$ 224 mi | +US$ 41,4 mi | +23% | 1,48% | 156% | 28 | 96,43% | 0 |
|
| 4238 |
4238
Procyon Advisors
Shelton,
Connecticut
| US$ 224 mi | +US$ 19,1 mi | +9% | 5,12% | 92,3% | 258 | 15,5% | 1 |
|
| 4239 |
4239
Miramar Capital
Northbrook,
Illinois
| US$ 224 mi | -US$ 450 mil | -0,2% | 6,93% | 47,3% | 72 | 36,11% | 1,7 |
|
| 4240 |
ETI
4240
Enterprise Trust & Investment
Los Gatos,
California
| US$ 224 mi | +US$ 11,7 mi | +5% | 7,78% | 58,6% | 187 | 5,88% | 1,5 |
|
| 4241 |
4241
Adero Partners
Pleasanton,
California
| US$ 224 mi | +US$ 107 mi | +92% | 4,83% | 27,7% | 119 | 35,29% | 0,6 |
|
| 4242 |
4242
Invesco Senior Secured Management
New York
| US$ 223 mi | +US$ 52,4 mi | +31% | 17,6% | 18,1% | 16 | 0% | 2,2 |
|
| 4243 |
4243
Accel XI Associates
Palo Alto,
California
| US$ 223 mi | -US$ 24 mi | -10% | 0,42% | – | 3 | 0% | 0,3 |
|
| 4244 |
4244
Sage Capital Advisors
Sioux Falls,
South Dakota
| US$ 223 mi | +US$ 20,2 mi | +10% | 7,41% | 105% | 111 | 9,91% | 2 |
|
| 4245 |
4245
D. Scott Neal
Lexington,
Kentucky
| US$ 223 mi | +US$ 18,5 mi | +9% | 4,29% | 105% | 53 | 30,19% | 2,6 |
|
| 4246 |
4246
Riverpark Capital Management
New York
| US$ 223 mi | +US$ 874 mil | +0,4% | 2,48% | 152% | 57 | 43,86% | 3 |
|
| 4247 |
4247
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 223 mi | +US$ 13,7 mi | +7% | 6,91% | 59,2% | 23 | 8,7% | 1,8 |
|
| 4248 |
HIM
4248
Hotaling Investment Management
Wayne,
Pennsylvania
| US$ 223 mi | +US$ 8,39 mi | +4% | 5,91% | 52,6% | 126 | 20,63% | 1,5 |
|
| 4249 |
4249
Voce Capital Management
San Francisco,
California
| US$ 223 mi | +US$ 28,4 mi | +15% | 17,1% | 69,2% | 12 | 33,33% | 2,1 |
|
| 4250 |
4250
Howard Financial Services
Dallas,
Texas
| US$ 223 mi | +US$ 32,9 mi | +17% | 7,38% | 55,9% | 130 | 18,46% | 1,2 |
|