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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
Howe & Rusling
Rochester,
New York
| US$ 429 mi | -US$ 16,6 mi | -4% | 0,32% | 82% | 999 | 27,63% | 0,8 |
|
| 1927 |
1927
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$ 428 mi | +US$ 11 mi | +3% | 4,99% | 307% | 160 | 49,38% | 0,4 |
|
| 1928 |
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 428 mi | -US$ 2,04 mi | -0,5% | 0,07% | 38,8% | 96 | 6,25% | 1 |
|
| 1929 |
1929
Appleton Partners
Boston,
Massachusetts
| US$ 428 mi | +US$ 600 mil | +0,1% | 1,48% | 101% | 198 | 17,17% | 1 |
|
| 1930 |
1930
Smith Hayes Advisers
Lincoln,
Nebraska
| US$ 427 mi | +US$ 949 mil | +0,2% | 0,11% | 35,2% | 311 | 15,11% | 1 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| US$ 427 mi | +US$ 4,69 mi | +1% | 1,53% | 35,3% | 37 | 27,03% | 0,7 |
|
| 1932 |
1932
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 427 mi | +US$ 14,4 mi | +3% | 0,62% | 68% | 134 | 4,48% | 1,1 |
|
| 1933 |
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 427 mi | -US$ 13,5 mi | -3% | 0,19% | 69,3% | 719 | 14,88% | 1 |
|
| 1934 |
JMH
1934
J.M. Hartwell
New York
| US$ 427 mi | -US$ 68,3 mi | -14% | 0,32% | 72,2% | 114 | 27,19% | 0,9 |
|
| 1935 |
1935
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 427 mi | +US$ 3,27 mi | +0,8% | 1,09% | 106% | 148 | 16,22% | 0,9 |
|
| 1936 |
1936
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 427 mi | -US$ 24,5 mi | -5% | 8,58% | 52,1% | 178 | 11,24% | 1,1 |
|
| 1937 |
1937
Stratos Wealth Partners
Beachwood,
Ohio
| US$ 426 mi | +US$ 127 mi | +42% | 1,15% | 83,3% | 368 | 28,53% | 0,2 |
|
| 1938 |
BPM
1938
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 426 mi | +US$ 3,96 mi | +0,9% | 2,61% | 45,7% | 108 | 0,93% | 0,9 |
|
| 1939 |
1939
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$ 426 mi | +US$ 15,7 mi | +4% | 1,98% | 51,3% | 409 | 12,71% | 0,9 |
|
| 1940 |
MC
1940
MSF Capital
New York
| US$ 426 mi | -US$ 16,8 mi | -4% | 1,11% | – | 75 | 40% | 0,7 |
|
| 1941 |
1941
Dialectic Capital Management
Norwalk,
Connecticut
| US$ 426 mi | +US$ 109 mi | +34% | 0,32% | 91,5% | 239 | 67,78% | 0,2 |
|
| 1942 |
1942
StepStone Group
La Jolla,
California
| US$ 426 mi | +US$ 298 mi | +232% | 20,5% | 107% | 15 | 13,33% | 0,7 |
|
| 1943 |
SIG
1943
Schooner Investment Group
Wayne,
Pennsylvania
| US$ 426 mi | -US$ 16,7 mi | -4% | 1,92% | 24,3% | 156 | 20,51% | 0,8 |
|
| 1944 |
1944
Middleton & Co
Boston,
Massachusetts
| US$ 426 mi | -US$ 14,2 mi | -3% | 0,37% | 69,7% | 163 | 9,2% | 1 |
|
| 1945 |
1945
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 425 mi | +US$ 37,2 mi | +10% | 0,31% | 67,7% | 55 | 20% | 0,6 |
|
| 1946 |
1946
Bernzott Capital Advisors
Camarillo,
California
| US$ 425 mi | -US$ 11,8 mi | -3% | 2,46% | 46,6% | 57 | 19,3% | 0,9 |
|
| 1947 |
1947
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$ 425 mi | -US$ 61,2 mi | -13% | 1,08% | 93,9% | 380 | 15% | 1 |
|
| 1948 |
1948
Aston Asset Management
Chicago,
Illinois
| US$ 424 mi | -US$ 12,7 mi | -3% | 1,67% | 26,1% | 146 | 13,7% | 1 |
|
| 1949 |
1949
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 424 mi | -US$ 14,7 mi | -3% | 1,98% | 70,6% | 336 | 64,29% | 0,3 |
|
| 1950 |
1950
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 423 mi | -US$ 9,24 mi | -2% | 2,93% | 42,8% | 32 | 18,75% | 1 |
|