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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
Dean Investment Associates
Beavercreek,
Ohio
| US$ 434 mi | +US$ 18,2 mi | +4% | 4,83% | 63,5% | 242 | 18,6% | 0,8 |
|
| 1927 |
1927
Foster & Motley
Cincinnati,
Ohio
| US$ 433 mi | +US$ 26,4 mi | +6% | 3,92% | 68,8% | 174 | 13,22% | 0,8 |
|
| 1928 |
1928
Cobiz Wealth
Denver,
Colorado
| US$ 433 mi | +US$ 13,9 mi | +3% | 4,28% | 54% | 128 | 8,59% | 0,9 |
|
| 1929 |
1929
Constellation Investments
Montgomery,
Ohio
| US$ 432 mi | +US$ 21,2 mi | +5% | 5,94% | – | 404 | 5,2% | 0,9 |
|
| 1930 |
1930
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 432 mi | +US$ 20,1 mi | +5% | 3,77% | 42,8% | 26 | 3,85% | 0,9 |
|
| 1931 |
NM
1931
NWI Management
New York
| US$ 432 mi | +US$ 105 mi | +32% | 8,06% | 230% | 22 | 9,09% | 0,8 |
|
| 1932 |
1932
Parkwood LLC
Cleveland,
Ohio
| US$ 431 mi | +US$ 14,9 mi | +4% | 5,91% | 120% | 246 | 55,28% | 0,3 |
|
| 1933 |
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 430 mi | +US$ 17,6 mi | +4% | 6,14% | 38,8% | 94 | 5,32% | 0,8 |
|
| 1934 |
1934
EP Wealth Advisors
Torrance,
California
| US$ 430 mi | +US$ 64,7 mi | +18% | 5,85% | – | 121 | 14,05% | 0,8 |
|
| 1935 |
1935
Steinberg Global Asset Management
Boca Raton,
Florida
| US$ 430 mi | +US$ 29,1 mi | +7% | 3,83% | 32,8% | 195 | 9,23% | 0,9 |
|
| 1936 |
1936
Quantitative Advantage
Minnetonka,
Minnesota
| US$ 429 mi | +US$ 12,6 mi | +3% | 4,26% | 45,9% | 58 | 50% | 0,4 |
|
| 1937 |
CA
1937
Continental Advisors
Park City,
Utah
| US$ 429 mi | +US$ 42 mi | +11% | 1,79% | 73,6% | 164 | 42,68% | 0,6 |
|
| 1938 |
1938
KLCM Advisors
Milwaukee,
Wisconsin
| US$ 428 mi | +US$ 53,1 mi | +14% | 5,82% | 122% | 77 | 10,39% | 0,8 |
|
| 1939 |
1939
Appleton Partners
Boston,
Massachusetts
| US$ 428 mi | +US$ 5,07 mi | +1% | 3,02% | 101% | 181 | 9,39% | 0,8 |
|
| 1940 |
VAM
1940
Visionary Asset Management
Houston,
Texas
| US$ 427 mi | +US$ 3,23 mi | +0,8% | 4,63% | 31,9% | 433 | 78,75% | 0,1 |
|
| 1941 |
1941
Cypress Capital Group
Palm Beach,
Florida
| US$ 427 mi | +US$ 19,1 mi | +5% | 4,66% | 97,8% | 218 | 10,55% | 0,9 |
|
| 1942 |
1942
Smith Hayes Advisers
Lincoln,
Nebraska
| US$ 427 mi | +US$ 22,6 mi | +6% | 4,6% | 35,2% | 293 | 7,17% | 0,8 |
|
| 1943 |
1943
Garcia Hamilton & Associates
Houston,
Texas
| US$ 426 mi | +US$ 1,45 mi | +0,3% | 4,14% | 39,1% | 63 | 22,22% | 0,8 |
|
| 1944 |
MRCM
1944
M&R Capital Management
Summit,
New Jersey
| US$ 426 mi | +US$ 11,7 mi | +3% | 4,3% | 52,6% | 218 | 9,17% | 0,9 |
|
| 1945 |
1945
First Long Island Investors
Jericho,
New York
| US$ 426 mi | +US$ 21,3 mi | +5% | 5,03% | 85,5% | 55 | 12,73% | 0,9 |
|
| 1946 |
1946
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 426 mi | +US$ 95 mi | +29% | 6,87% | 118% | 2.485 | 70,62% | 0,2 |
|
| 1947 |
1947
LGT Capital Partners
Pfaeffikon,
Switzerland
| US$ 425 mi | – | – | 4,55% | 67,2% | 64 | – | 0 |
|
| 1948 |
1948
Main Street Research
Lakeville,
Connecticut
| US$ 424 mi | +US$ 12,4 mi | +3% | 4,04% | 232% | 145 | 11,72% | 0,9 |
|
| 1949 |
1949
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 424 mi | +US$ 20,8 mi | +5% | 7,02% | 106% | 152 | 23,68% | 0,8 |
|
| 1950 |
1950
Summit Partners
Boston,
Massachusetts
| US$ 424 mi | +US$ 128 mi | +43% | 3,03% | 13,7% | 6 | 50% | 0,6 |
|