Estamos no ar no !
Saiba mais
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
Middleton & Co
Boston,
Massachusetts
| US$ 422 mi | -US$ 39,7 mi | -9% | 6,15% | 69,7% | 158 | 11,39% | 1,9 |
|
| 1927 |
1927
John G. Ullman & Associates
Corning,
New York
| US$ 421 mi | -US$ 110 mi | -21% | 8,14% | 156% | 151 | 24,5% | 1,7 |
|
| 1928 |
1928
Permian Investment Partners
Dallas,
Texas
| US$ 421 mi | -US$ 73,4 mi | -15% | 7,32% | 78,6% | 21 | 52,38% | 0,5 |
|
| 1929 |
1929
Efficient Market Advisors
San Diego,
California
| US$ 421 mi | -US$ 10,7 mi | -2% | 7,01% | 5,97% | 198 | 32,83% | 1,4 |
|
| 1930 |
1930
Integre Asset Management
New York
| US$ 421 mi | -US$ 56,4 mi | -12% | 8,68% | 74,1% | 179 | 34,64% | 1,2 |
|
| 1931 |
CCC
1931
Chelsea Counsel Company
Los Angeles,
California
| US$ 420 mi | -US$ 26,8 mi | -6% | 8,68% | 106% | 170 | 11,18% | 1,5 |
|
| 1932 |
1932
Altarock Partners
West Palm Beach,
Florida
| US$ 420 mi | +US$ 106 mi | +34% | 5,19% | 58,1% | 8 | 12,5% | 0,6 |
|
| 1933 |
1933
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 418 mi | -US$ 19,4 mi | -4% | 2,86% | 50,7% | 64 | 12,5% | 1,8 |
|
| 1934 |
1934
PT Asset Management
Chicago,
Illinois
| US$ 418 mi | +US$ 65,5 mi | +19% | 8,71% | 7,94% | 289 | 49,83% | 0,4 |
|
| 1935 |
1935
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 418 mi | -US$ 10,2 mi | -2% | 0,68% | 16,6% | 19 | 31,58% | 1,5 |
|
| 1936 |
1936
Bragg Financial Advisors
Charlotte,
North Carolina
| US$ 418 mi | -US$ 19 mi | -4% | 5,54% | 101% | 236 | 7,63% | 2,1 |
|
| 1937 |
1937
Norris Perne & French
Grand Rapids,
Michigan
| US$ 418 mi | -US$ 105 mi | -20% | 6,08% | 79,9% | 163 | 12,88% | 1,8 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| US$ 418 mi | -US$ 7,11 mi | -2% | 8,96% | 35% | 180 | 22,22% | 1,5 |
|
| 1939 |
1939
Randolph Company
Cincinnati,
Ohio
| US$ 418 mi | -US$ 25 mi | -6% | 5,05% | 120% | 61 | 54,1% | 1 |
|
| 1940 |
1940
Jay A. Fishman Ltd
Troy,
Michigan
| US$ 417 mi | -US$ 64 mi | -13% | 9,58% | 105% | 99 | 13,13% | 1,8 |
|
| 1941 |
1941
Strategy Asset Managers
Pasadena,
California
| US$ 417 mi | -US$ 31,7 mi | -7% | 5,85% | 115% | 158 | 32,28% | 1,5 |
|
| 1942 |
1942
Calamos Wealth Management
Naperville,
Illinois
| US$ 417 mi | -US$ 6,75 mi | -2% | 4,74% | 102% | 278 | 23,38% | 0,9 |
|
| 1943 |
1943
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 416 mi | +US$ 13,8 mi | +3% | 6,68% | 118% | 642 | 29,28% | 1,3 |
|
| 1944 |
1944
Alphabet Inc
Mountain View,
California
| US$ 416 mi | -US$ 66,2 mi | -14% | 13,7% | 327% | 5 | 0% | 1 |
|
| 1945 |
1945
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 416 mi | -US$ 46,1 mi | -10% | 6,51% | 48,1% | 45 | 24,44% | 1,8 |
|
| 1946 |
1946
BTC Capital Management
Des Moines,
Iowa
| US$ 415 mi | -US$ 14,9 mi | -3% | 8,4% | – | 190 | 28,95% | 0,7 |
|
| 1947 |
1947
MIG Capital
Newport Beach,
California
| US$ 415 mi | -US$ 115 mi | -22% | 4,45% | 118% | 39 | 43,59% | 1 |
|
| 1948 |
1948
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 415 mi | -US$ 13 bi | -97% | 5,57% | 39,9% | 57 | 54,39% | 1,4 |
|
| 1949 |
1949
Harvey Investment Company
Louisville,
Kentucky
| US$ 415 mi | -US$ 15,7 mi | -4% | 3,25% | 56,4% | 87 | 12,64% | 2,1 |
|
| 1950 |
PGCM
1950
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 415 mi | -US$ 88 mi | -18% | 13,5% | 148% | 199 | 25,63% | 1,4 |
|