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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
SKBA Capital Management
San Francisco,
California
| US$ 622 mi | +US$ 6,24 mi | +1% | 11,4% | 53,9% | 73 | 4,11% | 3,3 |
|
| 1877 |
1877
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 621 mi | +US$ 78 mi | +14% | 13,1% | 106% | 183 | 12,57% | 3,3 |
|
| 1878 |
1878
Arden Trust
Wilmington,
Delaware
| US$ 621 mi | +US$ 64 mi | +11% | 12,3% | 22,5% | 383 | 19,06% | 3,1 |
|
| 1879 |
1879
Front Barnett Associates
Chicago,
Illinois
| US$ 621 mi | +US$ 72,7 mi | +13% | 15,1% | 40,5% | 124 | 4,03% | 4,7 |
|
| 1880 |
1880
Voleon Capital Management
Berkeley,
California
| US$ 621 mi | -US$ 428 mi | -41% | 14,7% | – | 68 | 83,82% | 0,1 |
|
| 1881 |
1881
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 620 mi | +US$ 103 mi | +20% | 12,9% | 51,4% | 24 | 41,67% | 1,1 |
|
| 1882 |
1882
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 620 mi | +US$ 131 mi | +27% | 15,2% | 87,2% | 130 | 9,23% | 3,8 |
|
| 1883 |
MP
1883
MFN Partners
Boston,
Massachusetts
| US$ 620 mi | +US$ 30,6 mi | +5% | 7,77% | 172% | 20 | 45% | 0,2 |
|
| 1884 |
1884
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 620 mi | +US$ 64 mi | +12% | 10,8% | 24% | 752 | 20,74% | 2,6 |
|
| 1885 |
1885
First Merchants Corp
Muncie,
Indiana
| US$ 619 mi | +US$ 98,3 mi | +19% | 13,9% | 55,6% | 204 | 6,86% | 3,5 |
|
| 1886 |
1886
Zions Bancorporation
Salt Lake City,
Utah
| US$ 619 mi | +US$ 482 mi | +353% | 13% | 22,9% | 1.012 | 57,51% | 0,6 |
|
| 1887 |
1887
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 619 mi | +US$ 45 mi | +8% | 15,7% | 67,4% | 171 | 12,87% | 3,4 |
|
| 1888 |
1888
Cortland Associates
St Louis,
Missouri
| US$ 619 mi | +US$ 68 mi | +12% | 11,9% | 58,4% | 58 | 15,52% | 3,2 |
|
| 1889 |
1889
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 619 mi | +US$ 65,5 mi | +12% | 11% | 34% | 99 | 8,08% | 3,9 |
|
| 1890 |
1890
Cardan Capital Partners
Denver,
Colorado
| US$ 618 mi | +US$ 49,2 mi | +9% | 11% | 64% | 189 | 23,81% | 1,4 |
|
| 1891 |
1891
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| US$ 618 mi | +US$ 83,5 mi | +16% | 18,4% | 125% | 58 | 25,86% | 1 |
|
| 1892 |
1892
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 617 mi | +US$ 101 mi | +20% | 9,7% | 42,8% | 36 | 36,11% | 1,8 |
|
| 1893 |
1893
American Assets Investment Management
San Diego,
California
| US$ 616 mi | +US$ 61,6 mi | +11% | 11,2% | 507% | 188 | 8,51% | 3,1 |
|
| 1894 |
1894
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 616 mi | +US$ 50,4 mi | +9% | 12,9% | 68% | 112 | 12,5% | 3,4 |
|
| 1895 |
1895
Wintrust Investments
Chicago,
Illinois
| US$ 616 mi | +US$ 81 mi | +15% | 11,4% | 27,5% | 361 | 13,3% | 1,5 |
|
| 1896 |
1896
Corient Capital Partners
Newport Beach,
California
| US$ 616 mi | +US$ 54,2 mi | +10% | 13,2% | 39,2% | 390 | 32,31% | 1,4 |
|
| 1897 |
1897
Bainco International Investors
Boston,
Massachusetts
| US$ 615 mi | +US$ 36,8 mi | +6% | 13% | 69,4% | 103 | 24,27% | 3,3 |
|
| 1898 |
1898
Condor Capital Management
Martinsville,
New Jersey
| US$ 614 mi | +US$ 65,6 mi | +12% | 11,7% | 58,2% | 191 | 7,85% | 3,7 |
|
| 1899 |
1899
Carret Asset Management
New York
| US$ 613 mi | +US$ 57,8 mi | +10% | 12,4% | 94,4% | 273 | 8,42% | 4,2 |
|
| 1900 |
1900
Jag Capital Management
St Louis,
Missouri
| US$ 613 mi | +US$ 122 mi | +25% | 22,3% | 230% | 113 | 27,43% | 2,7 |
|