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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
Dean Investment Associates
Beavercreek,
Ohio
| US$ 453 mi | +US$ 9,47 mi | +2% | 3,73% | 63,5% | 233 | 19,31% | 1,6 |
|
| 1902 |
1902
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 453 mi | -US$ 19,8 mi | -4% | 1,35% | 51,6% | 21 | 28,57% | 1,4 |
|
| 1903 |
BPM
1903
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 453 mi | +US$ 18,9 mi | +4% | 5,95% | 45,7% | 184 | 16,3% | 1,4 |
|
| 1904 |
NAM
1904
Netols Asset Management
Mequon,
Wisconsin
| US$ 453 mi | +US$ 10,9 mi | +2% | 4,47% | 41,7% | 72 | 5,56% | 2 |
|
| 1905 |
RCM
1905
Ratan Capital Management
Miami Beach,
Florida
| US$ 453 mi | -US$ 4,98 mi | -1% | 9,7% | 616% | 15 | 46,67% | 0,7 |
|
| 1906 |
1906
John G. Ullman & Associates
Corning,
New York
| US$ 453 mi | +US$ 31,1 mi | +7% | 7,25% | 156% | 130 | 18,46% | 1,9 |
|
| 1907 |
1907
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 452 mi | +US$ 28,3 mi | +7% | 6,93% | 68% | 124 | 7,26% | 2 |
|
| 1908 |
1908
Parus Finance (UK)
London,
United Kingdom
| US$ 452 mi | +US$ 86,1 mi | +24% | 7,02% | 199% | 13 | 15,38% | 2 |
|
| 1909 |
AH
1909
Allen Holding
New York
| US$ 452 mi | +US$ 17,9 mi | +4% | 4,94% | 135% | 9 | 11,11% | 2,4 |
|
| 1910 |
PCM
1910
Prime Capital Management
Hong Kong
| US$ 452 mi | -US$ 130 mi | -22% | 25% | 579% | 13 | 15,38% | 1,2 |
|
| 1911 |
1911
Dudley & Shanley
Palm Beach,
Florida
| US$ 452 mi | +US$ 812 mil | +0,2% | 3,05% | 67,9% | 30 | 10% | 1,7 |
|
| 1912 |
1912
Mariner Investment Group
Harrison,
New York
| US$ 450 mi | -US$ 45,5 mi | -9% | 1,61% | – | 252 | 42,86% | 0,8 |
|
| 1913 |
ZAM
1913
Zenit Asset Management
Stockholm,
Sweden
| US$ 450 mi | -US$ 123 mi | -22% | 7,58% | – | 35 | 62,86% | 0,6 |
|
| 1914 |
1914
SeaBridge Investment Advisors
Summit,
New Jersey
| US$ 450 mi | +US$ 19,6 mi | +5% | 5,17% | 128% | 241 | 10,37% | 1,7 |
|
| 1915 |
1915
Middleton & Co
Boston,
Massachusetts
| US$ 448 mi | +US$ 26,6 mi | +6% | 7,74% | 81,8% | 166 | 18,67% | 1,9 |
|
| 1916 |
GII
1916
Gryphon International Investment
Toronto,
Ontario, Canada
| US$ 448 mi | +US$ 38,4 mi | +9% | 0,83% | 5,67% | 25 | 20% | 1,7 |
|
| 1917 |
1917
Cedar Capital
Barrington,
Illinois
| US$ 448 mi | – | – | 2,1% | 98% | 75 | – | 0 |
|
| 1918 |
1918
ACG Wealth
Atlanta,
Georgia
| US$ 448 mi | +US$ 75,7 mi | +20% | 7,07% | 45,5% | 244 | 23,36% | 1,4 |
|
| 1919 |
1919
Denali Advisors
San Diego,
California
| US$ 447 mi | +US$ 14,4 mi | +3% | 4,06% | 106% | 333 | 27,93% | 1,1 |
|
| 1920 |
1920
Asset Advisors Corp
Augusta,
Georgia
| US$ 447 mi | +US$ 39 mi | +10% | 7,36% | 41,4% | 196 | 20,41% | 1,8 |
|
| 1921 |
OCMI
1921
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 446 mi | +US$ 1,01 mi | +0,2% | 11,2% | 451% | 21 | 4,76% | 2,2 |
|
| 1922 |
MCTIC
1922
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 446 mi | +US$ 36,7 mi | +9% | 8,52% | 38,8% | 94 | 7,45% | 2 |
|
| 1923 |
1923
Aureus Asset Management
Boston,
Massachusetts
| US$ 445 mi | +US$ 43,3 mi | +11% | 10,3% | 93,9% | 180 | 32,22% | 1,3 |
|
| 1924 |
1924
Stillwater Investment Management (California)
Palo Alto,
California
| US$ 444 mi | – | – | 4,8% | – | 44 | – | 0 |
|
| 1925 |
1925
Bainco International Investors
Boston,
Massachusetts
| US$ 444 mi | +US$ 34,3 mi | +8% | 7,4% | 69,4% | 87 | 17,24% | 1,9 |
|