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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 |
IR
1901
IAT Reinsurance
New York
| US$ 633 mi | +US$ 44 mi | +7% | 11,2% | 60,2% | 137 | 19,71% | 2,4 |
|
| 1902 |
1902
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$ 633 mi | +US$ 1,28 mi | +0,2% | 4,73% | 54,4% | 88 | 40,91% | 1 |
|
| 1903 |
1903
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 633 mi | +US$ 16,5 mi | +3% | 2,9% | 68% | 108 | 12,04% | 3,5 |
|
| 1904 |
AAM
1904
Autus Asset Management
Scottsdale,
Arizona
| US$ 632 mi | +US$ 26,1 mi | +4% | 3,46% | 26,3% | 160 | 11,25% | 4 |
|
| 1905 |
1905
Cortland Associates
St Louis,
Missouri
| US$ 632 mi | +US$ 13,5 mi | +2% | 3,25% | 57,1% | 57 | 5,26% | 3,5 |
|
| 1906 |
1906
Quadrant Capital Group
Cincinnati,
Ohio
| US$ 632 mi | +US$ 62,9 mi | +11% | 3,02% | 118% | 2.521 | 10,87% | 2,7 |
|
| 1907 |
1907
SG Capital Management
Chicago,
Illinois
| US$ 632 mi | +US$ 83,9 mi | +15% | 8,23% | 250% | 71 | 67,61% | 0,3 |
|
| 1908 |
1908
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 632 mi | +US$ 12,6 mi | +2% | 2,11% | 67,4% | 186 | 15,05% | 3,2 |
|
| 1909 |
1909
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$ 631 mi | +US$ 44,9 mi | +8% | 2,55% | 65,6% | 1.397 | 11,24% | 1,4 |
|
| 1910 |
AA
1910
Ancient Art
Austin,
Texas
| US$ 631 mi | +US$ 81,4 mi | +15% | 6,24% | 168% | 17 | 17,65% | 2 |
|
| 1911 |
1911
CX Institutional
Auburn,
Indiana
| US$ 630 mi | +US$ 63 mi | +11% | 2,59% | 62,9% | 1.003 | 28,61% | 0,4 |
|
| 1912 |
MP
1912
MFN Partners
Boston,
Massachusetts
| US$ 630 mi | +US$ 10 mi | +2% | 4,7% | 172% | 18 | 22,22% | 0,4 |
|
| 1913 |
1913
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 630 mi | -US$ 8,8 mi | -1% | 5% | 96,2% | 201 | 10,95% | 4 |
|
| 1914 |
1914
Carret Asset Management
New York
| US$ 629 mi | +US$ 16,4 mi | +3% | 4,13% | 94,4% | 276 | 5,07% | 4,3 |
|
| 1915 |
SRFM
1915
Shannon River Fund Management
New York
| US$ 629 mi | +US$ 56,3 mi | +10% | 11,7% | 554% | 38 | 39,47% | 0,9 |
|
| 1916 |
1916
First Merchants Corp
Muncie,
Indiana
| US$ 628 mi | +US$ 9,14 mi | +1% | 2,9% | 55,6% | 207 | 6,28% | 3,7 |
|
| 1917 |
NAM
1917
North American Management
Boston,
Massachusetts
| US$ 628 mi | +US$ 28,2 mi | +5% | 5,54% | 61,7% | 130 | 10% | 3,7 |
|
| 1918 |
1918
Perpetual Ltd
Sydney, New South Wales,
Australia
| US$ 628 mi | -US$ 63,2 mi | -9% | 0,84% | 104% | 179 | 18,44% | 2,2 |
|
| 1919 |
PS
1919
Presima Securities
Montreal,
Quebec, Canada
| US$ 628 mi | -US$ 98,5 mi | -14% | 0,3% | 10,3% | 38 | 23,68% | 2,4 |
|
| 1920 |
TAM
1920
THB Asset Management
Norwalk,
Connecticut
| US$ 628 mi | -US$ 60,3 mi | -9% | 2,4% | 104% | 172 | 9,3% | 2,5 |
|
| 1921 |
1921
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 627 mi | +US$ 7,09 mi | +1% | 2,8% | 51,4% | 15 | 6,67% | 1,4 |
|
| 1922 |
1922
American Assets Investment Management
San Diego,
California
| US$ 627 mi | +US$ 10,4 mi | +2% | 2,05% | 507% | 182 | 4,4% | 3,3 |
|
| 1923 |
1923
SKBA Capital Management
San Francisco,
California
| US$ 626 mi | +US$ 3,68 mi | +0,6% | 2,86% | 53,9% | 76 | 10,53% | 3,2 |
|
| 1924 |
1924
BBR Partners
New York
| US$ 625 mi | -US$ 145 mi | -19% | 4,56% | 63,4% | 145 | 26,21% | 1,8 |
|
| 1925 |
CEI
1925
Clark Estates Inc
New York
| US$ 625 mi | -US$ 20,3 mi | -3% | 1,51% | 34,5% | 101 | 19,8% | 2 |
|