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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
Rockland Trust
Hanover,
Massachusetts
| US$ 473 mi | -US$ 12,5 mi | -3% | 0,1% | 61,5% | 153 | 15,69% | 1,3 |
|
| 1902 |
1902
Penn Davis McFarland
Dallas,
Texas
| US$ 473 mi | +US$ 16,6 mi | +4% | 0,53% | 100% | 34 | 8,82% | 1,4 |
|
| 1903 |
1903
Spirit of America Management Corp
Syosset,
New York
| US$ 473 mi | +US$ 79,2 mi | +20% | 0,68% | 113% | 366 | 16,67% | 0,9 |
|
| 1904 |
1904
ProVise Management Group
Clearwater,
Florida
| US$ 472 mi | +US$ 6,2 mi | +1% | 1,22% | 66,8% | 318 | 12,58% | 1,3 |
|
| 1905 |
1905
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 472 mi | +US$ 26,8 mi | +6% | 4,26% | 96% | 117 | 21,37% | 1,1 |
|
| 1906 |
1906
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 470 mi | +US$ 8,22 mi | +2% | 1,78% | 105% | 1 | 0% | 1,8 |
|
| 1907 |
1907
Callan Capital
La Jolla,
California
| US$ 470 mi | +US$ 29,3 mi | +7% | 11,9% | 20,1% | 76 | 14,47% | 1,2 |
|
| 1908 |
1908
Zuckerman Investment Group
Chicago,
Illinois
| US$ 470 mi | -US$ 3,42 mi | -0,7% | 1,86% | 111% | 67 | 32,84% | 1,1 |
|
| 1909 |
1909
Efficient Advisors
Mason,
Ohio
| US$ 470 mi | +US$ 32,6 mi | +7% | 2,4% | 30,6% | 32 | 9,38% | 1,3 |
|
| 1910 |
1910
Needham Investment Management
New York
| US$ 470 mi | -US$ 5,62 mi | -1% | 4,87% | 424% | 124 | 17,74% | 1,4 |
|
| 1911 |
1911
MPM Asset Management
Boston,
Massachusetts
| US$ 469 mi | +US$ 18,6 mi | +4% | 6,66% | 5,89% | 15 | 0% | 1,2 |
|
| 1912 |
1912
Broadmark Asset Management
San Francisco,
California
| US$ 468 mi | -US$ 220 mi | -32% | 3,07% | 39,6% | 4 | 75% | 0,4 |
|
| 1913 |
JDR
1913
Jay D. Rosenbaum
| US$ 467 mi | +US$ 15,3 mi | +3% | 3,37% | 12,9% | 45 | 15,56% | 0,2 |
|
| 1914 |
ASA
1914
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 466 mi | -US$ 86,3 mi | -16% | 1,17% | 51,2% | 42 | 7,14% | 1,5 |
|
| 1915 |
1915
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$ 466 mi | +US$ 34,8 mi | +8% | 2,38% | 58,1% | 905 | 17,68% | 1,2 |
|
| 1916 |
1916
Princeton Alpha Management
Princeton Junction,
New Jersey
| US$ 466 mi | +US$ 111 mi | +31% | 1,04% | 9,26% | 1.032 | 71,8% | 0,2 |
|
| 1917 |
JMH
1917
J.M. Hartwell
New York
| US$ 465 mi | +US$ 36,9 mi | +9% | 7,5% | 72,2% | 109 | 19,27% | 1,2 |
|
| 1918 |
AH
1918
Allen Holding
New York
| US$ 465 mi | -US$ 5,61 mi | -1% | 0,74% | 135% | 11 | 0% | 1,6 |
|
| 1919 |
1919
Main Street Research
Lakeville,
Connecticut
| US$ 465 mi | -US$ 2,03 mi | -0,4% | 2,94% | 232% | 140 | 9,29% | 1,4 |
|
| 1920 |
CCC
1920
Chelsea Counsel Company
Los Angeles,
California
| US$ 464 mi | -US$ 21,4 mi | -4% | 0,62% | 106% | 148 | 12,16% | 1,3 |
|
| 1921 |
1921
Parus Finance (UK)
London,
United Kingdom
| US$ 464 mi | -US$ 27,2 mi | -6% | 4,91% | 199% | 23 | 21,74% | 1,5 |
|
| 1922 |
DMK
1922
David M. Knott
| US$ 464 mi | +US$ 40,1 mi | +9% | 15,3% | 81% | 89 | 22,47% | 1,1 |
|
| 1923 |
1923
Sensato Investors
San Francisco,
California
| US$ 464 mi | +US$ 126 mi | +37% | 3,53% | 75,8% | 71 | 57,75% | 0,1 |
|
| 1924 |
1924
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 464 mi | -US$ 13,9 mi | -3% | 2,83% | 48,1% | 41 | 4,88% | 1,5 |
|
| 1925 |
1925
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 464 mi | +US$ 24,7 mi | +6% | 1,17% | 125% | 181 | 19,89% | 1,3 |
|