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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 |
JDR
1901
Jay D. Rosenbaum
| US$ 453 mi | +US$ 95,2 mi | +27% | 26% | 12,9% | 45 | 17,78% | 1 |
|
| 1902 |
1902
Planning Alternatives
Birmingham,
Michigan
| US$ 453 mi | +US$ 22,5 mi | +5% | 1,12% | 69,6% | 56 | 12,5% | 2 |
|
| 1903 |
1903
Harvey Investment Company
Louisville,
Kentucky
| US$ 450 mi | +US$ 13 mi | +3% | 3,9% | 56,4% | 80 | 7,5% | 2,5 |
|
| 1904 |
1904
Moneta Group Investment Advisors
St Louis,
Missouri
| US$ 450 mi | +US$ 43,3 mi | +11% | 1,62% | 64% | 176 | 28,41% | 1,3 |
|
| 1905 |
NAM
1905
Netols Asset Management
Mequon,
Wisconsin
| US$ 450 mi | -US$ 2,59 mi | -0,6% | 3,19% | 41,7% | 72 | 8,33% | 2,1 |
|
| 1906 |
1906
Checchi Capital Advisers
Beverly Hills,
California
| US$ 450 mi | +US$ 53,5 mi | +14% | 2,73% | 68% | 1.659 | 78,42% | 0,4 |
|
| 1907 |
1907
Prospera Financial Services
Dallas,
Texas
| US$ 449 mi | -US$ 6,69 mi | -1% | 2,28% | 97,4% | 382 | 33,25% | 1,3 |
|
| 1908 |
1908
Randolph Company
Cincinnati,
Ohio
| US$ 449 mi | +US$ 55,9 mi | +14% | 2,26% | 120% | 42 | 45,24% | 1,1 |
|
| 1909 |
1909
Mizuho Securities USA
New York
| US$ 448 mi | -US$ 359 mi | -44% | 3,22% | 99% | 209 | 76,08% | 0,3 |
|
| 1910 |
1910
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 448 mi | -US$ 110 mi | -20% | 0,75% | 36,3% | 13 | 38,46% | 0,8 |
|
| 1911 |
1911
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 447 mi | -US$ 49,8 mi | -10% | 0,69% | 207% | 139 | 23,02% | 2,1 |
|
| 1912 |
1912
Winslow Asset Management
Beachwood,
Ohio
| US$ 447 mi | -US$ 58,6 mi | -12% | 3,7% | 89,9% | 94 | 7,45% | 2,4 |
|
| 1913 |
1913
Pacific Global Investment Management
Glendale,
California
| US$ 446 mi | +US$ 5,07 mi | +1% | 2,85% | 48% | 222 | 10,36% | 2,2 |
|
| 1914 |
1914
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 445 mi | +US$ 34,6 mi | +8% | 5,76% | 34,2% | 44 | 2,27% | 2,3 |
|
| 1915 |
1915
Halsey Associates
New Haven,
Connecticut
| US$ 445 mi | +US$ 12,6 mi | +3% | 2,83% | 63,8% | 109 | 11,93% | 2,2 |
|
| 1916 |
1916
Richard C. Young & Co
Newport,
Rhode Island
| US$ 444 mi | +US$ 4,97 mi | +1% | 4,35% | 137% | 79 | 18,99% | 1,7 |
|
| 1917 |
1917
Howe & Rusling
Rochester,
New York
| US$ 444 mi | +US$ 7,9 mi | +2% | 1,84% | 82% | 1.114 | 15,71% | 1,6 |
|
| 1918 |
1918
Vicus Capital
State College,
Pennsylvania
| US$ 443 mi | +US$ 49,7 mi | +13% | 1,36% | 59,6% | 225 | 22,22% | 1,5 |
|
| 1919 |
1919
ACG Wealth
Atlanta,
Georgia
| US$ 443 mi | -US$ 4,28 mi | -1% | 1,08% | 45,5% | 250 | 20,4% | 1,5 |
|
| 1920 |
1920
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$ 442 mi | +US$ 395 mil | +0,1% | 1,7% | 93,9% | 382 | 20,94% | 1,8 |
|
| 1921 |
1921
GHP Investment Advisors
Denver,
Colorado
| US$ 442 mi | +US$ 27,7 mi | +7% | 2,97% | 81,4% | 296 | 10,81% | 2,2 |
|
| 1922 |
GWI
1922
Grace & White Inc
Ny,
New York
| US$ 441 mi | +US$ 10,6 mi | +2% | 4,96% | 61,5% | 145 | 5,52% | 2,4 |
|
| 1923 |
1923
Pacer Advisors
Malvern,
Pennsylvania
| US$ 441 mi | +US$ 15,1 mi | +4% | 1,55% | 58,4% | 893 | 14,56% | 0,4 |
|
| 1924 |
CL
1924
Croft-Leominster
Baltimore,
Maryland
| US$ 441 mi | -US$ 23,8 mi | -5% | 0,72% | 38% | 199 | 29,65% | 1,6 |
|
| 1925 |
1925
Strategy Asset Managers
Pasadena,
California
| US$ 440 mi | +US$ 315 mil | +0,1% | 1,42% | 115% | 166 | 36,14% | 1,6 |
|