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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
a16z Perennial Management
Menlo Park,
California
| US$ 1,1 bi | +US$ 6,74 mi | +0,6% | 6,89% | – | 53 | 33,96% | 0,4 |
|
| 1902 |
1902
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$ 1,1 bi | -US$ 173 mi | -14% | 0,06% | 70,5% | 131 | 17,56% | 2,8 |
|
| 1903 |
1903
NBC Securities
Birmingham,
Alabama
| US$ 1,1 bi | +US$ 33,6 mi | +3% | 1,48% | 86,6% | 2.256 | 11,84% | 0,7 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 1,1 bi | +US$ 35,9 mi | +3% | 2,99% | 124% | 233 | 7,73% | 6,5 |
|
| 1905 |
1905
SP Asset Management
Cupertino,
California
| US$ 1,1 bi | +US$ 23,8 mi | +2% | 3,48% | 92,4% | 134 | 11,19% | 3,6 |
|
| 1906 |
1906
Provident Investment Management
Novi,
Michigan
| US$ 1,1 bi | -US$ 35,7 mi | -3% | 1,73% | 90,8% | 77 | 6,49% | 4,3 |
|
| 1907 |
1907
First Trust Capital Management
Chicago,
Illinois
| US$ 1,1 bi | -US$ 80,1 mi | -7% | 6,61% | 214% | 145 | 48,97% | 0,7 |
|
| 1908 |
1908
Howe & Rusling
Rochester,
New York
| US$ 1,1 bi | +US$ 52,8 mi | +5% | 3,13% | 82% | 403 | 14,89% | 4,5 |
|
| 1909 |
1909
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,1 bi | +US$ 1,63 mi | +0,1% | 0,53% | 51,4% | 27 | 0% | 4,6 |
|
| 1910 |
1910
Boundary Creek Advisors
New York
| US$ 1,09 bi | -US$ 563 mi | -34% | 8,58% | 15% | 42 | 57,14% | 0,8 |
|
| 1911 |
1911
L1 Capital
Melbourne VIC 3000,
Australia
| US$ 1,09 bi | -US$ 109 mi | -9% | 0,43% | 127% | 14 | 64,29% | 1,3 |
|
| 1912 |
1912
Parcion Private Wealth
Bellevue,
Washington
| US$ 1,09 bi | -US$ 42 mi | -4% | 0,23% | 103% | 204 | 10,29% | 2,8 |
|
| 1913 |
1913
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$ 1,09 bi | -US$ 97,2 mi | -8% | 3,87% | 224% | 156 | 22,44% | 1,3 |
|
| 1914 |
1914
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 1,09 bi | +US$ 1,89 mi | +0,2% | 4,1% | 229% | 45 | 15,56% | 3,4 |
|
| 1915 |
1915
Weatherly Asset Management
Del Mar,
California
| US$ 1,09 bi | +US$ 58,2 mi | +6% | 7,87% | 116% | 176 | 6,82% | 7,6 |
|
| 1916 |
1916
Sepio Capital
Salt Lake City,
Utah
| US$ 1,09 bi | -US$ 75 mi | -6% | 0,52% | 92% | 290 | 6,9% | 3,6 |
|
| 1917 |
1917
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,09 bi | -US$ 2,84 mi | -0,3% | 3,28% | 106% | 689 | 8,56% | 2,1 |
|
| 1918 |
1918
Syon Capital
San Francisco,
California
| US$ 1,09 bi | +US$ 29,9 mi | +3% | 2,74% | 74% | 466 | 7,51% | 0,7 |
|
| 1919 |
1919
Providence Equity Partners
Providence,
Rhode Island
| US$ 1,08 bi | -US$ 474 mi | -30% | 26,1% | 12,4% | 3 | 0% | 2,8 |
|
| 1920 |
1920
Helikon Investments
London,
United Kingdom
| US$ 1,08 bi | -US$ 74,5 mi | -6% | 4,17% | 282% | 19 | 15,79% | 1,2 |
|
| 1921 |
MIM
1921
Marco Investment Management
Atlanta,
Georgia
| US$ 1,08 bi | +US$ 23,6 mi | +2% | 3,21% | 127% | 214 | 4,67% | 7 |
|
| 1922 |
1922
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 1,08 bi | +US$ 108 mi | +11% | 2,5% | 69,5% | 329 | 19,15% | 2,2 |
|
| 1923 |
1923
Fifth Third Securities
Cincinnati,
Ohio
| US$ 1,08 bi | +US$ 52,1 mi | +5% | 1,39% | 62,7% | 287 | 23,34% | 1,5 |
|
| 1924 |
1924
Vivo Capital
Palo Alto,
California
| US$ 1,08 bi | -US$ 190 mi | -15% | 2,85% | 7.491% | 46 | 17,39% | 2,1 |
|
| 1925 |
1925
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 1,08 bi | +US$ 898 mi | +486% | 0,68% | 57,9% | 294 | 93,54% | 0,2 |
|