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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
IBM Retirement Fund
Armonk,
New York
| US$ 590 mi | +US$ 45,6 mi | +8% | 7,05% | 54,4% | 388 | 11,08% | 3,6 |
|
| 1927 |
CC
1927
Cornerstone Capital
Palo Alto,
California
| US$ 589 mi | +US$ 17,6 mi | +3% | 5,17% | 91,2% | 91 | 15,38% | 2,9 |
|
| 1928 |
1928
Tensile Capital Management
Larkspur,
California
| US$ 589 mi | +US$ 63,5 mi | +12% | 2,1% | 47,7% | 21 | 14,29% | 1,7 |
|
| 1929 |
SC
1929
Stralem & Co
New York
| US$ 589 mi | -US$ 106 mi | -15% | 2,85% | 25,5% | 47 | 4,26% | 3,5 |
|
| 1930 |
1930
Investure LLC
Charlottesville,
Virginia
| US$ 589 mi | +US$ 104 mi | +21% | 4,72% | 55,4% | 13 | 15,38% | 1,9 |
|
| 1931 |
1931
Capula Management
Grand Cayman,
Cayman Islands
| US$ 589 mi | +US$ 108 mi | +22% | 5,16% | 90,7% | 6 | 33,33% | 0,7 |
|
| 1932 |
1932
Randolph Company
Cincinnati,
Ohio
| US$ 588 mi | +US$ 48,1 mi | +9% | 8,11% | 120% | 43 | 20,93% | 1,3 |
|
| 1933 |
1933
Corient Capital Partners
Newport Beach,
California
| US$ 588 mi | +US$ 58,9 mi | +11% | 6,56% | 39,2% | 292 | 12,33% | 1 |
|
| 1934 |
1934
Novare Capital Management
Charlotte,
North Carolina
| US$ 587 mi | +US$ 19,2 mi | +3% | 5,67% | 76,5% | 163 | 12,88% | 2,1 |
|
| 1935 |
VOAM
1935
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| US$ 587 mi | -US$ 26,1 mi | -4% | 10,2% | 107% | 145 | 37,93% | 1,1 |
|
| 1936 |
1936
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 587 mi | +US$ 27,7 mi | +5% | 6,66% | 96,2% | 189 | 7,94% | 3,2 |
|
| 1937 |
1937
Summit Equities
Parsippany,
New Jersey
| US$ 587 mi | +US$ 43,4 mi | +8% | 5,25% | 40,7% | 37 | 8,11% | 1,9 |
|
| 1938 |
1938
First Merchants Corp
Muncie,
Indiana
| US$ 587 mi | +US$ 7,73 mi | +1% | 6,48% | 55,6% | 220 | 6,36% | 2,4 |
|
| 1939 |
1939
Great Point Partners
Greenwich,
Connecticut
| US$ 586 mi | +US$ 72 mi | +14% | 23,1% | 710% | 53 | 56,6% | 0,7 |
|
| 1940 |
1940
Halsey Associates
New Haven,
Connecticut
| US$ 585 mi | +US$ 78 mi | +15% | 6,19% | 63,8% | 107 | 16,82% | 3,2 |
|
| 1941 |
1941
Pier Capital
Stamford,
Connecticut
| US$ 585 mi | +US$ 8,52 mi | +1% | 11,9% | 223% | 133 | 36,09% | 0,7 |
|
| 1942 |
MG
1942
Mitchell Group
Houston,
Texas
| US$ 585 mi | -US$ 48,3 mi | -8% | 6,18% | 0,96% | 29 | 6,9% | 2,8 |
|
| 1943 |
1943
Mission Wealth Management
Santa Barbara,
California
| US$ 584 mi | +US$ 38,9 mi | +7% | 3,72% | 92,1% | 243 | 18,52% | 1,4 |
|
| 1944 |
1944
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$ 584 mi | +US$ 29,2 mi | +5% | 6,62% | 23,7% | 231 | 4,76% | 3,4 |
|
| 1945 |
WDA
1945
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 584 mi | +US$ 17,8 mi | +3% | 6,95% | 46% | 158 | 2,53% | 3,5 |
|
| 1946 |
1946
Zions Bancorporation
Salt Lake City,
Utah
| US$ 583 mi | -US$ 112 mi | -16% | 4,61% | 22,9% | 1.092 | 47,8% | 1,4 |
|
| 1947 |
1947
QVR
San Francisco,
California
| US$ 582 mi | – | – | 6,28% | – | 57 | – | 0 |
|
| 1948 |
1948
BTC Capital Management
Des Moines,
Iowa
| US$ 581 mi | +US$ 22 mi | +4% | 6,34% | – | 185 | 18,38% | 2 |
|
| 1949 |
1949
Exane Derivatives
Paris,
France
| US$ 581 mi | +US$ 45,7 mi | +9% | 6,01% | 42,7% | 652 | 20,09% | 1,4 |
|
| 1950 |
ALS
1950
Andrew L. Share
| US$ 580 mi | -US$ 282 mi | -33% | 12,7% | 14,8% | 2 | 100% | 0 |
|