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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
Richard C. Young & Co
Newport,
Rhode Island
| US$ 475 mi | +US$ 12,3 mi | +3% | 2,62% | 137% | 67 | 8,96% | 2,4 |
|
| 1927 |
1927
Harvey Investment Company
Louisville,
Kentucky
| US$ 475 mi | +US$ 4,25 mi | +0,9% | 1,76% | 56,4% | 83 | 4,82% | 3 |
|
| 1928 |
1928
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 475 mi | +US$ 16,7 mi | +4% | 4,36% | 98,6% | 286 | 22,73% | 2 |
|
| 1929 |
GA
1929
GFS Advisors
Houston,
Texas
| US$ 475 mi | +US$ 24,5 mi | +5% | 5,55% | 97,9% | 147 | 16,33% | 2 |
|
| 1930 |
1930
CCM Investment Advisers
Columbia,
South Carolina
| US$ 474 mi | +US$ 636 mil | +0,1% | 5,42% | 170% | 102 | 13,73% | 2,3 |
|
| 1931 |
1931
Amtrust Financial Services
New York
| US$ 474 mi | – | – | 10,1% | 61,9% | 97 | – | 0 |
|
| 1932 |
1932
Hilton Capital Management
Garden City,
New York
| US$ 473 mi | +US$ 68,3 mi | +17% | 7,83% | 58,2% | 148 | 38,51% | 1,3 |
|
| 1933 |
1933
ACG Wealth
Atlanta,
Georgia
| US$ 473 mi | +US$ 2,83 mi | +0,6% | 3,83% | 45,5% | 284 | 20,42% | 1,8 |
|
| 1934 |
1934
American Assets Investment Management
San Diego,
California
| US$ 473 mi | +US$ 37,4 mi | +9% | 6,83% | 507% | 149 | 11,41% | 2,1 |
|
| 1935 |
1935
Jacobs Asset Management
New York
| US$ 473 mi | +US$ 94,8 mi | +25% | 28,7% | 114% | 59 | 37,29% | 1,2 |
|
| 1936 |
1936
Makena Capital Management
Menlo Park,
California
| US$ 471 mi | -US$ 596 mi | -56% | 0,28% | 78,7% | 23 | 13,04% | 1,7 |
|
| 1937 |
1937
Kanaly Trust
Houston,
Texas
| US$ 471 mi | -US$ 1,05 mi | -0,2% | 3,38% | 11,6% | 987 | 12,46% | 2 |
|
| 1938 |
1938
Dudley & Shanley
Palm Beach,
Florida
| US$ 470 mi | +US$ 34,3 mi | +8% | 8,14% | 67,9% | 33 | 0% | 2,1 |
|
| 1939 |
1939
Summit Partners Public Asset Management
Boston,
Massachusetts
| US$ 469 mi | -US$ 141 mi | -23% | 5,35% | 1.167% | 136 | 69,85% | 0,3 |
|
| 1940 |
1940
SFMG Wealth Advisors
Plano,
Texas
| US$ 469 mi | +US$ 13,4 mi | +3% | 3,58% | 76,1% | 124 | 16,13% | 1,8 |
|
| 1941 |
1941
Serengeti Asset Management
New York
| US$ 468 mi | +US$ 74,1 mi | +19% | 1,56% | 14,9% | 30 | 43,33% | 1,2 |
|
| 1942 |
1942
InterOcean Capital
Chicago,
Illinois
| US$ 468 mi | +US$ 39,2 mi | +9% | 4,87% | 32,1% | 185 | 26,49% | 2 |
|
| 1943 |
CC
1943
Cornerstone Capital
Palo Alto,
California
| US$ 468 mi | +US$ 4,9 mi | +1% | 2,21% | 91,2% | 80 | 10% | 2,6 |
|
| 1944 |
1944
Essex Financial Services
Essex,
Connecticut
| US$ 466 mi | +US$ 46,1 mi | +11% | 3,56% | 87,7% | 336 | 12,8% | 2,4 |
|
| 1945 |
1945
Elm Ridge Management
Briarcliff Manor,
New York
| US$ 466 mi | +US$ 42 mi | +10% | 14,3% | 93,6% | 35 | 22,86% | 1,5 |
|
| 1946 |
1946
Gillson Capital
Chicago,
Illinois
| US$ 465 mi | – | – | 23,1% | 84,9% | 33 | – | 0 |
|
| 1947 |
GWI
1947
Grace & White Inc
Ny,
New York
| US$ 465 mi | +US$ 15,9 mi | +4% | 10,8% | 61,5% | 144 | 5,56% | 2,9 |
|
| 1948 |
1948
Clearfield Capital Management
New York
| US$ 465 mi | +US$ 24 mi | +5% | 2,36% | 421% | 16 | 43,75% | 0,5 |
|
| 1949 |
AR
1949
Argyll Research
Wilmington,
Delaware
| US$ 463 mi | -US$ 4,46 mi | -1% | 0,95% | 0,8% | 5 | 0% | 2,2 |
|
| 1950 |
1950
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| US$ 463 mi | +US$ 18,2 mi | +4% | 5,09% | 86% | 302 | 28,15% | 2,2 |
|