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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
Keel Point
Huntsville,
Alabama
| US$ 1,2 bi | +US$ 92,8 mi | +8% | 6,86% | 76,4% | 468 | 11,75% | 2,6 |
|
| 1877 |
DCM
1877
Dupont Capital Management
Wilmington,
Delaware
| US$ 1,2 bi | +US$ 48,7 mi | +4% | 6,95% | 100% | 150 | 17,33% | 4,1 |
|
| 1878 |
1878
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,2 bi | +US$ 100 mi | +9% | 6,92% | 51,4% | 34 | 20,59% | 3,9 |
|
| 1879 |
1879
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,2 bi | +US$ 69 mi | +6% | 6% | 55,5% | 143 | 9,79% | 1,3 |
|
| 1880 |
1880
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$ 1,2 bi | +US$ 213 mi | +22% | 7,17% | 135% | 240 | 19,58% | 1,7 |
|
| 1881 |
1881
McDaniel Terry & Co
Austin,
Texas
| US$ 1,19 bi | +US$ 48,5 mi | +4% | 5,4% | 57,9% | 100 | 8% | 5,5 |
|
| 1882 |
1882
NAYA Capital Management (UK)
London,
United Kingdom
| US$ 1,19 bi | -US$ 48,6 mi | -4% | 0,07% | 121% | 7 | 28,57% | 1,3 |
|
| 1883 |
1883
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$ 1,19 bi | +US$ 73,5 mi | +7% | 5,17% | – | 528 | 38,64% | 0,4 |
|
| 1884 |
1884
NBC Securities
Birmingham,
Alabama
| US$ 1,19 bi | +US$ 91,9 mi | +8% | 9,1% | 93,1% | 2.201 | 9,81% | 0,9 |
|
| 1885 |
1885
Vantage Investment Partners
Kansas City,
Missouri
| US$ 1,19 bi | +US$ 87,7 mi | +8% | 7,85% | 77,4% | 65 | 7,69% | 4,6 |
|
| 1886 |
1886
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,19 bi | -US$ 43 mi | -3% | 6,17% | 59,7% | 297 | 15,82% | 1,1 |
|
| 1887 |
1887
Progeny 3 Inc
Kirkland,
Washington
| US$ 1,19 bi | +US$ 147 mi | +14% | 5,67% | 96,8% | 35 | 20% | 1,7 |
|
| 1888 |
1888
Gladstone Capital Management
London,
United Kingdom
| US$ 1,19 bi | +US$ 57 mi | +5% | 14,4% | 304% | 25 | 40% | 1 |
|
| 1889 |
1889
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,19 bi | +US$ 126 mi | +12% | 7% | 65% | 248 | 12,9% | 6,7 |
|
| 1890 |
1890
Creative Financial Designs
Kokomo,
Indiana
| US$ 1,19 bi | +US$ 63,3 mi | +6% | 5,52% | 56,2% | 1.750 | 10,17% | 3 |
|
| 1891 |
1891
Platinum Equity Advisors
Beverly Hills,
California
| US$ 1,18 bi | -US$ 207 mi | -15% | 14,5% | 7,18% | 3 | 0% | 3,7 |
|
| 1892 |
1892
TCG Crossover Management
Palo Alto,
California
| US$ 1,18 bi | +US$ 221 mi | +23% | 18,8% | 3.013% | 38 | 21,05% | 1 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| US$ 1,18 bi | +US$ 68,1 mi | +6% | 6,89% | 76,5% | 195 | 6,15% | 4,5 |
|
| 1894 |
1894
Ensemble Capital Management
San Francisco,
California
| US$ 1,18 bi | -US$ 105 mi | -8% | 13,5% | 36,2% | 24 | 8,33% | 6,1 |
|
| 1895 |
1895
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 1,18 bi | +US$ 47,6 mi | +4% | 5,51% | 68,6% | 1 | 0% | 7,8 |
|
| 1896 |
1896
Strategic Value Partners
Greenwich,
Connecticut
| US$ 1,18 bi | +US$ 1,08 bi | +1.115% | 6,95% | – | 3 | 33,33% | 1,2 |
|
| 1897 |
1897
True Link Financial Advisors
San Francisco,
California
| US$ 1,18 bi | +US$ 100 mi | +9% | 4,6% | 27,3% | 72 | 19,44% | 1,6 |
|
| 1898 |
1898
Prosperity Capital Advisors
Westlake,
Ohio
| US$ 1,18 bi | +US$ 271 mi | +30% | 5,48% | 72,2% | 359 | 20,33% | 1,1 |
|
| 1899 |
1899
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$ 1,17 bi | -US$ 298 mi | -20% | 5,96% | 142% | 28 | 10,71% | 2,8 |
|
| 1900 |
1900
Sage Mountain Advisors
Atlanta,
Georgia
| US$ 1,17 bi | +US$ 91,6 mi | +8% | 5,06% | 62,5% | 502 | 19,52% | 1,6 |
|