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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
GAM Systematic
Cambridge,
United Kingdom
| US$ 432 mi | -US$ 358 mi | -45% | 4,5% | 67,3% | 670 | 54,33% | 0,3 |
|
| 1902 |
1902
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$ 432 mi | +US$ 331 mi | +327% | 5,94% | 119% | 161 | 55,28% | 0,6 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| US$ 431 mi | -US$ 38,6 mi | -8% | 6,02% | 66,8% | 312 | 17,31% | 1,7 |
|
| 1904 |
1904
Cortland Associates
St Louis,
Missouri
| US$ 431 mi | -US$ 43,5 mi | -9% | 4,71% | 57,1% | 48 | 22,92% | 1,6 |
|
| 1905 |
1905
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 431 mi | -US$ 71,2 mi | -14% | 9,05% | 123% | 155 | 10,97% | 1,3 |
|
| 1906 |
1906
TMFS Holdings
Overland Park,
Kansas
| US$ 430 mi | – | – | 8,45% | – | 5 | – | 0 |
|
| 1907 |
1907
SeaBridge Investment Advisors
Summit,
New Jersey
| US$ 430 mi | -US$ 58,9 mi | -12% | 9,89% | 128% | 243 | 14,4% | 1,5 |
|
| 1908 |
1908
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 430 mi | -US$ 80,4 mi | -16% | 7,69% | 76,6% | 182 | 23,08% | 1,3 |
|
| 1909 |
1909
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 430 mi | -US$ 28,7 mi | -6% | 5,26% | 57,5% | 31 | 16,13% | 1,4 |
|
| 1910 |
1910
RIT Capital Partners
London,
United Kingdom
| US$ 428 mi | -US$ 547 mil | -0,1% | 14,4% | 71,4% | 14 | 35,71% | 0,4 |
|
| 1911 |
1911
Auxier Asset Management
Aurora,
Oregon
| US$ 428 mi | -US$ 52,2 mi | -11% | 5,71% | 71,7% | 146 | 8,22% | 2 |
|
| 1912 |
1912
Main Street Research
Lakeville,
Connecticut
| US$ 426 mi | -US$ 62 mi | -13% | 3,91% | 232% | 148 | 30,41% | 1,7 |
|
| 1913 |
1913
Ashford Capital Management
Wilmington,
Delaware
| US$ 426 mi | -US$ 26,8 mi | -6% | 6,92% | 150% | 125 | 15,2% | 1,7 |
|
| 1914 |
1914
De Burlo Group
Boston,
Massachusetts
| US$ 426 mi | -US$ 51,7 mi | -11% | 4,81% | 147% | 112 | 18,75% | 1,5 |
|
| 1915 |
1915
Zuckerman Investment Group
Chicago,
Illinois
| US$ 426 mi | -US$ 21,4 mi | -5% | 9,21% | 111% | 53 | 32,08% | 1,2 |
|
| 1916 |
1916
Halsey Associates
New Haven,
Connecticut
| US$ 426 mi | -US$ 22,2 mi | -5% | 5,75% | 63,8% | 110 | 10,91% | 1,9 |
|
| 1917 |
1917
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 425 mi | -US$ 34,2 mi | -7% | 5,29% | 135% | 202 | 37,13% | 0,8 |
|
| 1918 |
CA
1918
Cornerstone Advisors
Asheville,
North Carolina
| US$ 425 mi | -US$ 23,1 mi | -5% | 9,07% | 108% | 263 | 29,66% | 1,3 |
|
| 1919 |
1919
Park Presidio Capital
San Francisco,
California
| US$ 424 mi | +US$ 45,6 mi | +12% | 3,78% | 94,1% | 16 | 25% | 0,5 |
|
| 1920 |
1920
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 424 mi | -US$ 33 mi | -7% | 3,84% | 68% | 128 | 11,72% | 1,8 |
|
| 1921 |
1921
Empirical Wealth Management
Seattle,
Washington
| US$ 424 mi | -US$ 6,64 mi | -2% | 3,65% | 78,8% | 120 | 12,5% | 1,7 |
|
| 1922 |
1922
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 423 mi | -US$ 35,1 mi | -8% | 5,61% | 96,2% | 175 | 12% | 1,8 |
|
| 1923 |
PAI
1923
ProQuest Associates IV
Naples,
Florida
| US$ 423 mi | -US$ 64,4 mi | -13% | 11,9% | 113% | 6 | 0% | 0,7 |
|
| 1924 |
1924
Cisco Systems
San Jose,
California
| US$ 422 mi | -US$ 36,6 mi | -8% | 7,92% | 210% | 2 | 0% | 1,8 |
|
| 1925 |
1925
Tygh Capital Management
Portland,
Oregon
| US$ 422 mi | -US$ 136 mi | -24% | 9,16% | 251% | 125 | 44,8% | 0,8 |
|