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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 1,57 bi | +US$ 216 mi | +16% | 12,9% | 69,5% | 294 | 24,49% | 2,1 |
|
| 1927 |
1927
Beaumont Financial Advisors
Needham,
Massachusetts
| US$ 1,57 bi | +US$ 116 mi | +8% | 14,7% | 80,6% | 403 | 13,4% | 4,7 |
|
| 1928 |
1928
IQ EQ Fund Management
Dublin 2,
Ireland
| US$ 1,57 bi | +US$ 251 mi | +19% | 27,8% | 109% | 313 | 15,02% | 3,5 |
|
| 1929 |
1929
Avity Investment Management
Greenwich,
Connecticut
| US$ 1,57 bi | +US$ 194 mi | +14% | 23,5% | 119% | 124 | 12,9% | 5,6 |
|
| 1930 |
1930
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 1,56 bi | +US$ 135 mi | +9% | 16,3% | 80,1% | 226 | 11,5% | 7,1 |
|
| 1931 |
1931
Everhart Financial Group
Dublin,
Ohio
| US$ 1,56 bi | +US$ 389 mi | +33% | 21% | 123% | 517 | 17,21% | 2,2 |
|
| 1932 |
1932
Dorsey Asset Management
Chicago,
Illinois
| US$ 1,56 bi | +US$ 306 mi | +24% | 17,1% | 122% | 11 | 0% | 1,6 |
|
| 1933 |
1933
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,56 bi | +US$ 166 mi | +12% | 16,1% | 96,2% | 326 | 12,27% | 5,8 |
|
| 1934 |
1934
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$ 1,56 bi | +US$ 187 mi | +14% | 10,6% | 75,4% | 676 | 21,75% | 2,7 |
|
| 1935 |
1935
P/E Global LLC
Boston,
Massachusetts
| US$ 1,56 bi | +US$ 290 mi | +23% | 13,7% | 40,8% | 8 | 12,5% | 1,4 |
|
| 1936 |
1936
Heitman Real Estate Securities
Chicago,
Illinois
| US$ 1,56 bi | +US$ 167 mi | +12% | 12,8% | 48,3% | 63 | 19,05% | 4,1 |
|
| 1937 |
1937
HoldCo Asset Management
Fort Lauderdale,
Florida
| US$ 1,56 bi | +US$ 214 mi | +16% | 15,7% | – | 30 | 6,67% | 2,6 |
|
| 1938 |
1938
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$ 1,56 bi | +US$ 141 mi | +10% | 19,1% | 162% | 280 | 9,29% | 5,3 |
|
| 1939 |
1939
Hardy Reed
Tupelo,
Mississippi
| US$ 1,56 bi | +US$ 187 mi | +14% | 13,7% | 69,7% | 271 | 17,34% | 2,7 |
|
| 1940 |
1940
Fullerton Fund Management
Singapore
| US$ 1,56 bi | +US$ 308 mi | +25% | 34,6% | 412% | 164 | 51,22% | 0,9 |
|
| 1941 |
1941
Shay Capital
New York
| US$ 1,56 bi | +US$ 358 mi | +30% | 23,6% | 167% | 683 | 60,47% | 0,6 |
|
| 1942 |
1942
Clear Creek Financial Management
Silverdale,
Washington
| US$ 1,56 bi | +US$ 250 mi | +19% | 20,3% | 81% | 690 | 18,7% | 2,1 |
|
| 1943 |
1943
Crédit Industriel et Commercial
Paris France,
France
| US$ 1,55 bi | +US$ 271 mi | +21% | 12,3% | – | 414 | 34,3% | 0,7 |
|
| 1944 |
PAMJ
1944
Parvus Asset Management Jersey
St. Helier,
Jersey
| US$ 1,55 bi | +US$ 368 mi | +31% | 0,22% | – | 1 | 0% | 1 |
|
| 1945 |
CPA
1945
Capital Performance Advisors
Walnut Creek,
California
| US$ 1,55 bi | +US$ 55 mi | +4% | 12,5% | 71% | 497 | 42,86% | 1,4 |
|
| 1946 |
1946
Dark Forest Capital Management
San Juan,
Puerto Rico
| US$ 1,55 bi | +US$ 423 mi | +38% | 13,4% | 63% | 1.090 | 58,44% | 0,5 |
|
| 1947 |
1947
Vicus Capital
State College,
Pennsylvania
| US$ 1,55 bi | +US$ 189 mi | +14% | 12,7% | 59,6% | 278 | 13,67% | 4 |
|
| 1948 |
1948
Cozad Asset Management
Champaign,
Illinois
| US$ 1,55 bi | +US$ 275 mi | +22% | 30,1% | 132% | 462 | 10,82% | 4,1 |
|
| 1949 |
1949
Bouchey Financial Group
Troy,
New York
| US$ 1,55 bi | +US$ 185 mi | +14% | 21,7% | 66,7% | 203 | 20,69% | 3,5 |
|
| 1950 |
1950
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 1,55 bi | +US$ 240 mi | +18% | 12,8% | 59,2% | 609 | 17,41% | 3,3 |
|