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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
Sandler Capital Management
New York
| US$ 855 mi | -US$ 140 mi | -14% | 20,1% | 325% | 103 | 55,34% | 0,7 |
|
| 1877 |
HVM
1877
Harvest Volatility Management
Norwalk,
Connecticut
| US$ 855 mi | – | – | 13,4% | 24,3% | 123 | – | 0 |
|
| 1878 |
1878
Poplar Forest Capital
Pasadena,
California
| US$ 854 mi | +US$ 37,7 mi | +5% | 26,5% | 30% | 92 | 40,22% | 2,3 |
|
| 1879 |
DP
1879
DSAM Partners
London,
United Kingdom
| US$ 854 mi | +US$ 277 mi | +48% | 37% | 343% | 70 | 64,29% | 0,3 |
|
| 1880 |
1880
Eversept Partners
New York
| US$ 852 mi | +US$ 402 mi | +89% | 29,2% | 321% | 73 | 47,95% | 0,8 |
|
| 1881 |
1881
Tensile Capital Management
Larkspur,
California
| US$ 852 mi | +US$ 105 mi | +14% | 21,5% | 47,7% | 19 | 10,53% | 2,7 |
|
| 1882 |
1882
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 852 mi | +US$ 124 mi | +17% | 15,1% | 68,6% | 189 | 7,94% | 5 |
|
| 1883 |
1883
Provident Investment Management
Novi,
Michigan
| US$ 851 mi | +US$ 117 mi | +16% | 24% | 90,8% | 56 | 21,43% | 3,2 |
|
| 1884 |
1884
Webster Bank
Waterbury,
Connecticut
| US$ 851 mi | +US$ 89,1 mi | +12% | 11,8% | 77,5% | 561 | 9,8% | 3,8 |
|
| 1885 |
1885
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 851 mi | +US$ 52,9 mi | +7% | 7,72% | 58,7% | 27 | 7,41% | 2,3 |
|
| 1886 |
MI
1886
Markston International
White Plains,
New York
| US$ 850 mi | +US$ 64,9 mi | +8% | 17,8% | 109% | 159 | 6,29% | 5,5 |
|
| 1887 |
1887
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 849 mi | +US$ 128 mi | +18% | 17,2% | 52,8% | 132 | 12,12% | 3,4 |
|
| 1888 |
1888
Middleton & Co
Boston,
Massachusetts
| US$ 846 mi | +US$ 90,5 mi | +12% | 11,8% | 81,8% | 146 | 6,16% | 5,1 |
|
| 1889 |
BPIM
1889
Brant Point Investment Management
New York
| US$ 845 mi | -US$ 308 mi | -27% | 24,1% | 169% | 187 | 56,68% | 1,5 |
|
| 1890 |
1890
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 845 mi | +US$ 110 mi | +15% | 23% | 38,8% | 960 | 70,73% | 0,2 |
|
| 1891 |
1891
Front Barnett Associates
Chicago,
Illinois
| US$ 843 mi | +US$ 109 mi | +15% | 14,7% | 40,5% | 114 | 9,65% | 5,9 |
|
| 1892 |
1892
AGF Investments LLC
Toronto,
Ontario, Canada
| US$ 842 mi | -US$ 52,8 mi | -6% | 11,9% | 28,5% | 612 | 26,14% | 1,6 |
|
| 1893 |
1893
CapWealth Advisors
Franklin,
Tennessee
| US$ 839 mi | +US$ 90,3 mi | +12% | 14,3% | 152% | 105 | 16,19% | 4,1 |
|
| 1894 |
1894
BTC Capital Management
Des Moines,
Iowa
| US$ 838 mi | +US$ 121 mi | +17% | 14,1% | – | 235 | 22,55% | 2,4 |
|
| 1895 |
1895
Csenge Advisory Group
Clearwater,
Florida
| US$ 838 mi | +US$ 108 mi | +15% | 11,2% | 72,3% | 462 | 22,51% | 1,1 |
|
| 1896 |
1896
MCF Advisors
Covington,
Kentucky
| US$ 838 mi | +US$ 80,5 mi | +11% | 12,4% | 55,2% | 503 | 11,73% | 3,9 |
|
| 1897 |
1897
Sahana Capital Management
Greenwich,
Connecticut
| US$ 837 mi | +US$ 66,4 mi | +9% | 10,8% | 0,48% | 9 | 22,22% | 0,6 |
|
| 1898 |
1898
Taurus Asset Management
New York
| US$ 837 mi | +US$ 28,3 mi | +4% | 11,6% | 26,9% | 88 | 9,09% | 5,4 |
|
| 1899 |
1899
Quadratic Capital Management
Greenwich,
Connecticut
| US$ 836 mi | – | – | 0,71% | 0,6% | 1 | – | 0 |
|
| 1900 |
1900
Pure Financial Advisors
San Diego,
California
| US$ 835 mi | +US$ 151 mi | +22% | 11,7% | 47,2% | 178 | 17,42% | 1,5 |
|