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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Accuvest Global Advisors
Provo,
Utah
| US$ 467 mi | +US$ 163 mi | +54% | 0,09% | 130% | 111 | 63,06% | 0,5 |
|
| 1902 |
1902
ProVise Management Group
Clearwater,
Florida
| US$ 466 mi | +US$ 5,7 mi | +1% | 4,11% | 66,8% | 329 | 19,15% | 1,2 |
|
| 1903 |
1903
Woodford Investment Management
London,
United Kingdom
| US$ 466 mi | – | – | 11,2% | 27,1% | 4 | – | 0 |
|
| 1904 |
1904
Planning Alternatives
Birmingham,
Michigan
| US$ 466 mi | +US$ 59,2 mi | +15% | 2,35% | 69,6% | 50 | 12% | 1,1 |
|
| 1905 |
1905
Steinberg Global Asset Management
Boca Raton,
Florida
| US$ 464 mi | +US$ 26,1 mi | +6% | 3,66% | 32,8% | 209 | 22,49% | 1,2 |
|
| 1906 |
1906
Investment Centers of America
Bismarck,
North Dakota
| US$ 463 mi | -US$ 101 mi | -18% | 3% | 23,2% | 462 | 21% | 1 |
|
| 1907 |
1907
Paradice Investment Management
Denver,
Colorado
| US$ 462 mi | +US$ 78 mi | +20% | 7,95% | 72,2% | 29 | 13,79% | 0,9 |
|
| 1908 |
1908
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 462 mi | -US$ 5,61 mi | -1% | 1,2% | 105% | 1 | 0% | 1,5 |
|
| 1909 |
1909
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 462 mi | -US$ 17 mi | -4% | 0,38% | 22,5% | 97 | 42,27% | 0,8 |
|
| 1910 |
1910
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$ 462 mi | +US$ 8,69 mi | +2% | 4,4% | – | 297 | 6,4% | 1,3 |
|
| 1911 |
1911
Central Securities
New York
| US$ 462 mi | +US$ 2,6 mi | +0,6% | 3,58% | 90,2% | 38 | 15,79% | 1,2 |
|
| 1912 |
1912
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 462 mi | +US$ 25 mi | +6% | 7,01% | 70% | 41 | 12,2% | 1,3 |
|
| 1913 |
1913
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$ 462 mi | -US$ 6,1 mi | -1% | 1,13% | 45,9% | 81 | 14,81% | 1,1 |
|
| 1914 |
1914
Peconic Partners
New York
| US$ 460 mi | -US$ 267 mi | -37% | 3,24% | 300% | 57 | 49,12% | 1 |
|
| 1915 |
AAM
1915
Ardevora Asset Management
London,
United Kingdom
| US$ 460 mi | – | – | 8,44% | 39,4% | 74 | – | 0 |
|
| 1916 |
1916
Bernzott Capital Advisors
Camarillo,
California
| US$ 460 mi | +US$ 34,4 mi | +8% | 7,4% | 46,6% | 54 | 5,56% | 1,1 |
|
| 1917 |
1917
Provident Investment Management
Novi,
Michigan
| US$ 459 mi | +US$ 30 mi | +7% | 9,61% | 69,5% | 55 | 9,09% | 1,3 |
|
| 1918 |
MPAM
1918
Monarch Partners Asset Management
Boston,
Massachusetts
| US$ 459 mi | +US$ 79,1 mi | +21% | 11% | 136% | 166 | 43,37% | 0,6 |
|
| 1919 |
MHP
1919
Manatuck Hill Partners
Westport,
Connecticut
| US$ 458 mi | +US$ 22,7 mi | +5% | 13,5% | 556% | 124 | 52,42% | 0,7 |
|
| 1920 |
1920
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 458 mi | +US$ 25,9 mi | +6% | 7,01% | 80,1% | 146 | 8,9% | 1,3 |
|
| 1921 |
1921
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| US$ 457 mi | -US$ 957 mi | -68% | 4,44% | 79,7% | 203 | 88,18% | 0,1 |
|
| 1922 |
1922
Segantii Capital Management
Hong Kong
| US$ 457 mi | -US$ 143 mi | -24% | 4,62% | 33,1% | 24 | 37,5% | 0,5 |
|
| 1923 |
1923
Jay A. Fishman Ltd
Troy,
Michigan
| US$ 457 mi | +US$ 3,13 mi | +0,7% | 2,94% | 105% | 94 | 8,51% | 1,3 |
|
| 1924 |
1924
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 457 mi | +US$ 29,5 mi | +7% | 5,14% | 68% | 140 | 10,71% | 1,3 |
|
| 1925 |
1925
Penn Davis McFarland
Dallas,
Texas
| US$ 456 mi | -US$ 3,57 mi | -0,8% | 3,65% | 86,8% | 31 | 3,23% | 1,3 |
|