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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
Denali Advisors
San Diego,
California
| US$ 460 mi | +US$ 23,2 mi | +5% | 0,33% | 106% | 319 | 26,02% | 1 |
|
| 1927 |
1927
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 460 mi | -US$ 38,6 mi | -8% | 0,89% | 135% | 204 | 38,24% | 0,7 |
|
| 1928 |
1928
Cisco Systems
San Jose,
California
| US$ 459 mi | -US$ 334 mi | -42% | 4,36% | 210% | 3 | 33,33% | 1,5 |
|
| 1929 |
1929
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 459 mi | -US$ 40,2 mi | -8% | 1,72% | 59,5% | 38 | 10,53% | 2 |
|
| 1930 |
1930
Howe & Rusling
Rochester,
New York
| US$ 459 mi | +US$ 12,6 mi | +3% | 0,04% | 82% | 1.156 | 24,91% | 1,1 |
|
| 1931 |
1931
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 458 mi | +US$ 12,7 mi | +3% | 0,26% | 96,2% | 172 | 4,65% | 1,6 |
|
| 1932 |
1932
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 458 mi | -US$ 151 mi | -25% | 0,48% | 57,5% | 30 | 20% | 1,3 |
|
| 1933 |
1933
Corbyn Investment Management
Lutherville,
Maryland
| US$ 458 mi | +US$ 10,5 mi | +2% | 0,3% | 71,9% | 56 | 16,07% | 1,4 |
|
| 1934 |
1934
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| US$ 457 mi | -US$ 15,8 mi | -3% | 1,37% | – | 116 | 12,93% | 1,5 |
|
| 1935 |
1935
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 457 mi | +US$ 7,93 mi | +2% | 1,7% | 68% | 135 | 15,56% | 1,7 |
|
| 1936 |
1936
Chemung Canal Trust
Elmira,
New York
| US$ 456 mi | -US$ 31,5 mi | -6% | 1,98% | 80,9% | 143 | 11,89% | 1,7 |
|
| 1937 |
1937
Foster & Motley
Cincinnati,
Ohio
| US$ 456 mi | +US$ 180 mil | +0% | 1,28% | 68,8% | 190 | 15,79% | 1,5 |
|
| 1938 |
1938
Deltec Asset Management
New York
| US$ 455 mi | -US$ 4,06 mi | -0,9% | 3,82% | 128% | 158 | 17,09% | 1,2 |
|
| 1939 |
1939
Ashford Capital Management
Wilmington,
Delaware
| US$ 453 mi | -US$ 37,3 mi | -8% | 4,68% | 150% | 134 | 16,42% | 1,4 |
|
| 1940 |
1940
KSL Advisors
Denver,
Colorado
| US$ 453 mi | -US$ 319 mi | -41% | 23,3% | – | 2 | 50% | 0,5 |
|
| 1941 |
VCM
1941
V3 Capital Management
Dallas,
Texas
| US$ 453 mi | -US$ 91,8 mi | -17% | 9,52% | 20,5% | 27 | 66,67% | 0,4 |
|
| 1942 |
1942
Incline Global Management
New York
| US$ 451 mi | +US$ 48,6 mi | +12% | 0,58% | 40,1% | 31 | 35,48% | 0,8 |
|
| 1943 |
1943
Alexandria Capital
Arlington,
Virginia
| US$ 450 mi | +US$ 172 mi | +62% | 0,93% | 66,8% | 680 | 15,59% | 1,5 |
|
| 1944 |
1944
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 450 mi | +US$ 5,28 mi | +1% | 2,47% | 106% | 213 | 29,58% | 1 |
|
| 1945 |
1945
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| US$ 450 mi | +US$ 83,8 mi | +23% | 0,88% | 133% | 698 | 70,92% | 0,2 |
|
| 1946 |
PWM
1946
Patriot Wealth Management
Houston,
Texas
| US$ 449 mi | -US$ 1,02 mi | -0,2% | 0,45% | 24,3% | 68 | 17,65% | 1,5 |
|
| 1947 |
1947
Strategy Asset Managers
Pasadena,
California
| US$ 448 mi | -US$ 9,6 mi | -2% | 0,1% | 115% | 138 | 5,8% | 1,4 |
|
| 1948 |
ACM
1948
Anandar Capital Management
New York
| US$ 448 mi | +US$ 51,1 mi | +13% | 0,08% | – | 85 | 64,71% | 0,2 |
|
| 1949 |
CA
1949
Cornerstone Advisors
Asheville,
North Carolina
| US$ 448 mi | -US$ 36 mi | -7% | 2,36% | 108% | 254 | 22,44% | 1,4 |
|
| 1950 |
1950
Halsey Associates
New Haven,
Connecticut
| US$ 448 mi | -US$ 10,5 mi | -2% | 0,83% | 63,8% | 106 | 5,66% | 1,8 |
|