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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
Strategy Capital
Los Altos,
California
| US$ 1,06 bi | +US$ 4,09 mi | +0,4% | 2% | 316% | 9 | 11,11% | 2,1 |
|
| 1902 |
1902
Flagship Harbor Advisors
Boston,
Massachusetts
| US$ 1,06 bi | +US$ 126 mi | +14% | 7,7% | 75,7% | 721 | 22,61% | 2,9 |
|
| 1903 |
1903
Bank of the West
Monterey Park,
California
| US$ 1,06 bi | +US$ 99 mi | +10% | 11,5% | 35,4% | 228 | 8,33% | 5,4 |
|
| 1904 |
1904
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 1,05 bi | +US$ 12,6 mi | +1% | 0,48% | 26,8% | 9 | 33,33% | 1,4 |
|
| 1905 |
1905
Murchinson
Toronto,
Ontario, Canada
| US$ 1,05 bi | +US$ 852 mi | +424% | 2,14% | 107% | 182 | 61,54% | 0,2 |
|
| 1906 |
1906
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$ 1,05 bi | +US$ 241 mi | +30% | 8,34% | 104% | 109 | 13,76% | 3,7 |
|
| 1907 |
1907
Wintrust Investments
Chicago,
Illinois
| US$ 1,05 bi | +US$ 312 mi | +42% | 6,99% | 27,5% | 435 | 42,07% | 1 |
|
| 1908 |
1908
Bangor Savings Bank
Bangor,
Maine
| US$ 1,05 bi | +US$ 87 mi | +9% | 5% | 54,6% | 202 | 3,47% | 4,8 |
|
| 1909 |
CWM
1909
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 1,05 bi | +US$ 109 mi | +12% | 8% | 77,5% | 526 | 19,2% | 2,6 |
|
| 1910 |
1910
Kopernik Global Investors
Tampa,
Florida
| US$ 1,05 bi | +US$ 158 mi | +18% | 2,77% | 128% | 32 | 18,75% | 2,8 |
|
| 1911 |
1911
Vestor Capital
Chicago,
Illinois
| US$ 1,05 bi | +US$ 89,9 mi | +9% | 12,6% | 202% | 250 | 12,4% | 2,7 |
|
| 1912 |
1912
Trigran Investments
Northbrook,
Illinois
| US$ 1,05 bi | +US$ 141 mi | +16% | 13,9% | 30,2% | 22 | 9,09% | 3,1 |
|
| 1913 |
1913
Thomasville National Bank
Thomasville,
Georgia
| US$ 1,05 bi | +US$ 80,9 mi | +8% | 7,3% | – | 229 | 8,73% | 4 |
|
| 1914 |
1914
Politan Capital Management
New York
| US$ 1,04 bi | – | – | 32,2% | 75,4% | 1 | – | 0 |
|
| 1915 |
1915
Oxbow Advisors
Austin,
Texas
| US$ 1,04 bi | +US$ 61,2 mi | +6% | 6,2% | 66,3% | 314 | 18,15% | 3,3 |
|
| 1916 |
1916
Ledyard National Bank
| US$ 1,04 bi | +US$ 77 mi | +8% | 10,6% | 80,7% | 246 | 6,5% | 5,6 |
|
| 1917 |
1917
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$ 1,04 bi | +US$ 57,1 mi | +6% | 0% | 108% | 329 | 100% | 0 |
|
| 1918 |
1918
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 1,04 bi | +US$ 70,2 mi | +7% | 7,94% | – | 194 | 8,76% | 5,4 |
|
| 1919 |
1919
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,04 bi | +US$ 76,3 mi | +8% | 5,97% | 51,4% | 25 | 4% | 2,7 |
|
| 1920 |
1920
MMBG Investment Advisors
Miami,
Florida
| US$ 1,04 bi | – | – | 2,94% | 118% | 156 | – | 0 |
|
| 1921 |
1921
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 1,04 bi | +US$ 75,8 mi | +8% | 7,75% | 26,1% | 177 | 4,52% | 5 |
|
| 1922 |
1922
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| US$ 1,04 bi | +US$ 567 mi | +120% | 10,2% | 63,5% | 305 | 43,28% | 2,8 |
|
| 1923 |
1923
Evensky & Katz
Coral Gables,
Florida
| US$ 1,04 bi | +US$ 80,8 mi | +8% | 6,42% | 61,1% | 74 | 5,41% | 4,4 |
|
| 1924 |
1924
Bayview Asset Management
Coral Gables,
Florida
| US$ 1,04 bi | +US$ 120 mi | +13% | 4,91% | 55,4% | 14 | 14,29% | 1,3 |
|
| 1925 |
1925
Forward Management
San Francisco,
California
| US$ 1,04 bi | +US$ 101 mi | +11% | 3,76% | 36,9% | 37 | 54,05% | 1,1 |
|