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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 |
KFS
1926
Kurt F. Somerville
| US$ 438 mi | +US$ 232 mil | +0,1% | 3,17% | 92,9% | 126 | 12,7% | 2,3 |
|
| 1927 |
AGM
1927
Alpine Global Management
New York
| US$ 438 mi | +US$ 126 mi | +40% | 5,55% | 149% | 237 | 81,86% | 0,2 |
|
| 1928 |
1928
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$ 438 mi | +US$ 12 mi | +3% | 1,36% | 68,7% | 187 | 14,44% | 1,8 |
|
| 1929 |
1929
Evergreen Capital Management
Bellevue,
Washington
| US$ 436 mi | +US$ 18,7 mi | +4% | 1,48% | 77,2% | 95 | 14,74% | 1,8 |
|
| 1930 |
HEC
1930
Hudson Executive Capital
New York
| US$ 434 mi | +US$ 117 mi | +37% | 14,9% | 127% | 12 | 41,67% | 0,1 |
|
| 1931 |
1931
BTC Capital Management
Des Moines,
Iowa
| US$ 434 mi | +US$ 6,4 mi | +1% | 0,13% | – | 179 | 15,08% | 1,1 |
|
| 1932 |
1932
Chemung Canal Trust
Elmira,
New York
| US$ 434 mi | +US$ 149 mil | +0% | 2,84% | 80,9% | 133 | 14,29% | 2,3 |
|
| 1933 |
1933
Incline Global Management
New York
| US$ 433 mi | -US$ 54,6 mi | -11% | 2,22% | 40,1% | 27 | 33,33% | 0,6 |
|
| 1934 |
1934
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 432 mi | -US$ 61,5 mi | -12% | 2,71% | 118% | 647 | 26,12% | 1,4 |
|
| 1935 |
NM
1935
Newtyn Management
New York
| US$ 432 mi | +US$ 37,2 mi | +9% | 5,3% | 52% | 20 | 35% | 0,4 |
|
| 1936 |
1936
Middleton & Co
Boston,
Massachusetts
| US$ 431 mi | -US$ 16,9 mi | -4% | 0,53% | 69,7% | 162 | 6,79% | 2,1 |
|
| 1937 |
1937
Strategic Financial Services
Utica,
New York
| US$ 430 mi | +US$ 49,4 mi | +13% | 2,38% | 58,7% | 98 | 7,14% | 2,3 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| US$ 430 mi | -US$ 9,8 mi | -2% | 1,5% | 35% | 173 | 11,56% | 2 |
|
| 1939 |
1939
MN Services Vermogensbeheer
The Hague,
Netherlands
| US$ 430 mi | – | – | 2% | 149% | 672 | – | 0 |
|
| 1940 |
1940
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 430 mi | -US$ 10,2 mi | -2% | 6,82% | 102% | 175 | 12% | 2 |
|
| 1941 |
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 430 mi | -US$ 15,9 mi | -4% | 0,29% | 38,8% | 93 | 7,53% | 2,2 |
|
| 1942 |
MAM
1942
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 428 mi | +US$ 21,1 mi | +5% | 1,24% | 54,9% | 153 | 17,65% | 1 |
|
| 1943 |
1943
Evensky & Katz
Coral Gables,
Florida
| US$ 428 mi | +US$ 10,3 mi | +2% | 1,5% | 57,1% | 50 | 4% | 2,2 |
|
| 1944 |
1944
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 427 mi | +US$ 10 mi | +2% | 3,31% | 28,2% | 136 | 22,06% | 1 |
|
| 1945 |
1945
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 427 mi | -US$ 47,4 mi | -10% | 0,17% | 22,5% | 115 | 42,61% | 0,9 |
|
| 1946 |
ZBI
1946
Ziff Brothers Investments
New York
| US$ 427 mi | +US$ 66,2 mi | +18% | 4,86% | – | 22 | 59,09% | 0,4 |
|
| 1947 |
1947
Red Mountain Capital Partners
Los Angeles,
California
| US$ 427 mi | +US$ 46,5 mi | +12% | 22,5% | 37,4% | 8 | 0% | 2,2 |
|
| 1948 |
GWM
1948
Gupta Wealth Management
San Diego,
California
| US$ 427 mi | +US$ 33,4 mi | +8% | 2,68% | – | 1.384 | 25,87% | 0,8 |
|
| 1949 |
1949
ARS Investment Partners
New York
| US$ 427 mi | +US$ 804 mil | +0,2% | 2,18% | 260% | 93 | 16,13% | 1,7 |
|
| 1950 |
1950
John G. Ullman & Associates
Corning,
New York
| US$ 426 mi | -US$ 26,3 mi | -6% | 5,31% | 156% | 120 | 16,67% | 2,1 |
|