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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
Pier Capital
Stamford,
Connecticut
| US$ 585 mi | +US$ 20 mil | +0% | 7,34% | 223% | 135 | 37,04% | 0,7 |
|
| 1927 |
PAM
1927
Private Asset Management
San Diego,
California
| US$ 585 mi | -US$ 43,8 mi | -7% | 0,66% | 38,2% | 144 | 12,5% | 3,7 |
|
| 1928 |
1928
Three Peaks Capital Management
Castle Rock,
Colorado
| US$ 584 mi | -US$ 87,5 mi | -13% | 3,02% | 84,5% | 138 | 60,14% | 1 |
|
| 1929 |
1929
Knighthead Capital Management
New York
| US$ 584 mi | -US$ 118 mi | -17% | 4,37% | 74,1% | 14 | 42,86% | 1,5 |
|
| 1930 |
1930
Nottingham Advisors
Amherst,
New York
| US$ 584 mi | -US$ 150 mi | -20% | 0,83% | 44,3% | 110 | 26,36% | 2,8 |
|
| 1931 |
1931
Rheos Capital Works
Tokyo,
Japan
| US$ 583 mi | +US$ 452 mi | +344% | 12,2% | 220% | 8 | 75% | 0,1 |
|
| 1932 |
1932
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 583 mi | -US$ 7,97 mi | -1% | 0,38% | 72,8% | 90 | 14,44% | 3,4 |
|
| 1933 |
1933
Chicago Partners Investment Group
Chicago,
Illinois
| US$ 583 mi | -US$ 28,3 mi | -5% | 4,05% | 75,8% | 967 | 13,24% | 1,2 |
|
| 1934 |
1934
McGowan Group Asset Management
Dallas,
Texas
| US$ 583 mi | -US$ 37,9 mi | -6% | 6,25% | 69,8% | 104 | 9,62% | 1,9 |
|
| 1935 |
1935
Twin Securities
New York
| US$ 583 mi | -US$ 97,1 mi | -14% | 5,09% | 506% | 22 | 50% | 0,5 |
|
| 1936 |
1936
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 582 mi | +US$ 5,41 mi | +0,9% | 0,22% | 89,2% | 236 | 11,44% | 1,2 |
|
| 1937 |
LM
1937
Lasry Marc
| US$ 582 mi | +US$ 61,1 mi | +12% | 0,87% | 14,8% | 13 | 15,38% | 1,2 |
|
| 1938 |
1938
Sofinnova Investments
Menlo Park,
California
| US$ 582 mi | – | – | 35,6% | 450% | 54 | – | 0 |
|
| 1939 |
AAM
1939
AO Asset Management
New York
| US$ 582 mi | +US$ 198 mi | +52% | 14,1% | 127% | 41 | 48,78% | 0,6 |
|
| 1940 |
1940
Hengistbury Investment Partners
London,
United Kingdom
| US$ 580 mi | +US$ 135 mi | +30% | 3,22% | 108% | 5 | 40% | 1,5 |
|
| 1941 |
1941
Evensky & Katz
Coral Gables,
Florida
| US$ 580 mi | -US$ 28,8 mi | -5% | 1,6% | 57,1% | 64 | 21,88% | 3,2 |
|
| 1942 |
1942
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 580 mi | -US$ 12,7 mi | -2% | 4,94% | 97,9% | 25 | 0% | 3 |
|
| 1943 |
PFMOSF
1943
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 579 mi | -US$ 98,4 mi | -15% | 0,37% | 209% | 56 | 57,14% | 0,7 |
|
| 1944 |
1944
AdvicePeriod
Los Angeles,
California
| US$ 578 mi | +US$ 52,5 mi | +10% | 1,25% | 31,5% | 70 | 5,71% | 0,2 |
|
| 1945 |
1945
Vicus Capital
State College,
Pennsylvania
| US$ 578 mi | +US$ 4,84 mi | +0,8% | 1,25% | 59,6% | 246 | 13,82% | 2,4 |
|
| 1946 |
1946
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$ 578 mi | -US$ 5,65 mi | -1% | 1,36% | 23,7% | 240 | 9,17% | 3,4 |
|
| 1947 |
1947
GenTrust
Miami,
Florida
| US$ 578 mi | +US$ 19,4 mi | +3% | 1,2% | 53% | 88 | 6,82% | 1,1 |
|
| 1948 |
1948
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 578 mi | -US$ 35,5 mi | -6% | 1,49% | 52,8% | 90 | 8,89% | 3 |
|
| 1949 |
1949
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 577 mi | -US$ 19,5 mi | -3% | 0,46% | 68% | 112 | 11,61% | 3,2 |
|
| 1950 |
1950
Summit Equities
Parsippany,
New Jersey
| US$ 575 mi | -US$ 11,4 mi | -2% | 1,42% | 40,7% | 42 | 23,81% | 1,9 |
|