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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
RK Capital Management (Colorado)
Denver,
Colorado
| US$ 517 mi | +US$ 33,8 mi | +7% | 8,94% | 89% | 61 | 34,43% | 1,5 |
|
| 1902 |
1902
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 517 mi | -US$ 5,34 mi | -1% | 3,93% | 48,1% | 41 | 24,39% | 2,9 |
|
| 1903 |
1903
Seven Eight Capital
New York
| US$ 516 mi | +US$ 18 mi | +4% | 8,13% | 13,6% | 773 | 62,35% | 0,3 |
|
| 1904 |
MCTIC
1904
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 516 mi | +US$ 30,6 mi | +6% | 7,12% | 38,8% | 93 | 8,6% | 2,9 |
|
| 1905 |
1905
Planning Alternatives
Birmingham,
Michigan
| US$ 516 mi | +US$ 31,4 mi | +6% | 5,15% | 69,6% | 56 | 8,93% | 2,7 |
|
| 1906 |
1906
Summit Partners Public Asset Management
Boston,
Massachusetts
| US$ 515 mi | +US$ 45,8 mi | +10% | 19,1% | 1.167% | 116 | 63,79% | 0,5 |
|
| 1907 |
1907
Sonora Investment Management
Tucson,
Arizona
| US$ 515 mi | +US$ 31,1 mi | +6% | 2,38% | 32,8% | 1.021 | 15,67% | 1,1 |
|
| 1908 |
1908
Serengeti Asset Management
New York
| US$ 514 mi | +US$ 46,2 mi | +10% | 16,7% | 14,9% | 29 | 48,28% | 1,3 |
|
| 1909 |
1909
Mission Wealth Management
Santa Barbara,
California
| US$ 514 mi | +US$ 11,6 mi | +2% | 5,13% | 92,1% | 208 | 21,63% | 1,1 |
|
| 1910 |
1910
Decatur Capital Management
Decatur,
Georgia
| US$ 514 mi | -US$ 182 mi | -26% | 8,79% | 135% | 120 | 45,83% | 0,8 |
|
| 1911 |
1911
First Reserve GP XI
Stamford,
Connecticut
| US$ 514 mi | +US$ 24,7 mi | +5% | 0,51% | 26,4% | 3 | 33,33% | 2,2 |
|
| 1912 |
1912
Sphera Funds Management
Tel Aviv,
Israel
| US$ 512 mi | +US$ 116 mi | +29% | 12,2% | 245% | 138 | 44,2% | 0,7 |
|
| 1913 |
CC
1913
Cornerstone Capital
Palo Alto,
California
| US$ 511 mi | +US$ 43,4 mi | +9% | 4,41% | 91,2% | 83 | 7,23% | 2,7 |
|
| 1914 |
1914
Newport Asia
San Francisco,
California
| US$ 511 mi | +US$ 59,2 mi | +13% | 17,2% | – | 7 | 14,29% | 2,1 |
|
| 1915 |
1915
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 511 mi | -US$ 611 mi | -54% | 5,64% | 102% | 188 | 13,83% | 2,4 |
|
| 1916 |
1916
McDaniel Terry & Co
Austin,
Texas
| US$ 511 mi | +US$ 29 mi | +6% | 4,75% | 57,9% | 64 | 1,56% | 2,5 |
|
| 1917 |
1917
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 511 mi | +US$ 29,1 mi | +6% | 4,44% | 28,2% | 149 | 13,42% | 1,6 |
|
| 1918 |
1918
Neuberger Berman Canada
Toronto,
Ontario, Canada
| US$ 510 mi | +US$ 115 mi | +29% | 3,86% | 15,7% | 370 | 47,84% | 0,8 |
|
| 1919 |
1919
Two Sigma Securities
New York
| US$ 510 mi | +US$ 211 mi | +71% | 6,19% | 109% | 1.280 | 76,56% | 0,2 |
|
| 1920 |
1920
Joel Isaacson & Co
New York
| US$ 510 mi | +US$ 12,6 mi | +3% | 5,24% | 72,5% | 657 | 75,04% | 3,1 |
|
| 1921 |
1921
GAM Systematic
Cambridge,
United Kingdom
| US$ 509 mi | +US$ 85,6 mi | +20% | 7,43% | 67,3% | 720 | 36,53% | 1 |
|
| 1922 |
1922
PM Capital
Sydney,
Australia
| US$ 509 mi | -US$ 156 mi | -23% | 8,83% | 105% | 29 | 10,34% | 1,8 |
|
| 1923 |
1923
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 507 mi | +US$ 14,6 mi | +3% | 3,13% | 96,1% | 126 | 13,49% | 2,5 |
|
| 1924 |
1924
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| US$ 507 mi | +US$ 44,4 mi | +10% | 4,54% | 86% | 254 | 12,99% | 2,3 |
|
| 1925 |
OCMI
1925
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 507 mi | +US$ 48,9 mi | +11% | 8,39% | 451% | 22 | 13,64% | 2,5 |
|