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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
LGT Capital Partners
Pfaeffikon,
Switzerland
| US$ 444 mi | +US$ 102 mi | +30% | 2,83% | 67,2% | 62 | 37,1% | 0,8 |
|
| 1927 |
1927
Tenor Capital Management
New York
| US$ 444 mi | +US$ 44,7 mi | +11% | 0,05% | 4,73% | 52 | 13,46% | 0,6 |
|
| 1928 |
1928
Freshford Capital Management
Rye Brook,
New York
| US$ 444 mi | -US$ 20,4 mi | -4% | 9,08% | 97,3% | 34 | 50% | 0,7 |
|
| 1929 |
1929
Pine Brook Road Advisors
Bedford,
New York
| US$ 443 mi | -US$ 33,5 mi | -7% | 6,71% | – | 3 | 0% | 1,8 |
|
| 1930 |
CC
1930
Cornerstone Capital
Palo Alto,
California
| US$ 443 mi | +US$ 41,2 mi | +10% | 10,5% | 91,2% | 79 | 8,86% | 1,9 |
|
| 1931 |
1931
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 442 mi | +US$ 26,7 mi | +6% | 7,72% | 48,1% | 38 | 7,89% | 2 |
|
| 1932 |
1932
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 442 mi | +US$ 11,3 mi | +3% | 8,16% | 123% | 174 | 20,11% | 1,3 |
|
| 1933 |
1933
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$ 441 mi | +US$ 33,1 mi | +8% | 7,6% | 93,9% | 380 | 19,21% | 1,7 |
|
| 1934 |
1934
Academy Capital Management
Waco,
Texas
| US$ 441 mi | -US$ 64,1 mi | -13% | 4,88% | 71,2% | 51 | 25,49% | 1,5 |
|
| 1935 |
1935
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| US$ 441 mi | -US$ 9,06 mi | -2% | 8,09% | 97,7% | 185 | 11,35% | 1,3 |
|
| 1936 |
1936
Auxier Asset Management
Aurora,
Oregon
| US$ 441 mi | +US$ 13 mi | +3% | 8,29% | 71,7% | 148 | 8,78% | 2,1 |
|
| 1937 |
1937
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 441 mi | +US$ 17,7 mi | +4% | 7,04% | 96,2% | 169 | 11,24% | 2 |
|
| 1938 |
1938
Regis Management Company
Menlo Park,
California
| US$ 441 mi | +US$ 99,2 mi | +29% | 2,24% | 5,33% | 99 | 55,56% | 0,9 |
|
| 1939 |
1939
Pacific Global Investment Management
Glendale,
California
| US$ 441 mi | -US$ 8,74 mi | -2% | 2,57% | 48% | 218 | 6,42% | 2,1 |
|
| 1940 |
BC
1940
BHR Capital
New York
| US$ 441 mi | -US$ 245 mi | -36% | 4,55% | 5,89% | 45 | 37,78% | 1,1 |
|
| 1941 |
1941
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 440 mi | +US$ 2,22 mi | +0,5% | 0,78% | 102% | 174 | 10,92% | 1,8 |
|
| 1942 |
1942
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 440 mi | +US$ 3,12 mi | +0,7% | 6,48% | 98,6% | 313 | 23,96% | 1,5 |
|
| 1943 |
1943
BTR Capital Management
Oakland,
California
| US$ 440 mi | +US$ 22,1 mi | +5% | 5,86% | 35% | 180 | 13,33% | 1,7 |
|
| 1944 |
1944
Gratus Capital
Atlanta,
Georgia
| US$ 440 mi | +US$ 25,5 mi | +6% | 6,52% | 51,4% | 109 | 27,52% | 0,7 |
|
| 1945 |
1945
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 440 mi | +US$ 9,9 mi | +2% | 4,41% | 76,6% | 173 | 14,45% | 1,3 |
|
| 1946 |
1946
Strategy Asset Managers
Pasadena,
California
| US$ 440 mi | +US$ 22,9 mi | +5% | 6,85% | 115% | 137 | 5,11% | 1,6 |
|
| 1947 |
1947
Richard C. Young & Co
Newport,
Rhode Island
| US$ 439 mi | +US$ 35,2 mi | +9% | 4,39% | 137% | 85 | 27,06% | 1,5 |
|
| 1948 |
1948
SFMG Wealth Advisors
Plano,
Texas
| US$ 439 mi | +US$ 25,3 mi | +6% | 5,27% | 76,1% | 128 | 25% | 1,4 |
|
| 1949 |
KFS
1949
Kurt F. Somerville
| US$ 438 mi | +US$ 45,5 mi | +12% | 5,88% | 92,9% | 132 | 9,85% | 2 |
|
| 1950 |
1950
Harvey Investment Company
Louisville,
Kentucky
| US$ 437 mi | +US$ 22,6 mi | +5% | 5,94% | 56,4% | 79 | 2,53% | 2,3 |
|