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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 |
OFM
1926
Okumus Fund Management
Grand Cayman,
Cayman Islands
| US$ 531 mi | +US$ 155 mi | +41% | 26,4% | 8,26% | 14 | 71,43% | 0,4 |
|
| 1927 |
1927
Goodnow Investment Group
Darien,
Connecticut
| US$ 530 mi | -US$ 156 mi | -23% | 18,4% | 131% | 31 | 32,26% | 2,4 |
|
| 1928 |
1928
Halsey Associates
New Haven,
Connecticut
| US$ 530 mi | -US$ 32,1 mi | -6% | 11,7% | 63,8% | 112 | 21,43% | 3,6 |
|
| 1929 |
1929
Hoplite Capital Management
New York
| US$ 530 mi | -US$ 152 mi | -22% | 8,84% | 32,9% | 25 | 48% | 1 |
|
| 1930 |
1930
Wellington Shields Capital Management
New York
| US$ 529 mi | -US$ 90,8 mi | -15% | 10,7% | 137% | 322 | 16,77% | 3,5 |
|
| 1931 |
IR
1931
IAT Reinsurance
New York
| US$ 526 mi | -US$ 160 mi | -23% | 20,6% | 60,2% | 137 | 8,76% | 1,9 |
|
| 1932 |
1932
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| US$ 526 mi | -US$ 285 mi | -35% | 35,1% | 61,2% | 4 | 0% | 0,8 |
|
| 1933 |
1933
Gramercy Funds Management
Greenwich,
Connecticut
| US$ 525 mi | +US$ 7,67 mi | +1% | 6,68% | 87,6% | 19 | 15,79% | 0,7 |
|
| 1934 |
1934
Brown Advisory Securities
Baltimore,
Maryland
| US$ 524 mi | -US$ 98,6 mi | -16% | 12,2% | 51% | 439 | 14,58% | 3,1 |
|
| 1935 |
1935
MCF Advisors
Covington,
Kentucky
| US$ 523 mi | -US$ 49,2 mi | -9% | 10,7% | 50,2% | 526 | 16,54% | 2,8 |
|
| 1936 |
1936
Altium Wealth Management
Purchase,
New York
| US$ 523 mi | +US$ 1,54 mi | +0,3% | 11,6% | 24,9% | 313 | 17,25% | 0,7 |
|
| 1937 |
1937
O'Shares Investment Advisers
Boston,
Massachusetts
| US$ 523 mi | – | – | 9,28% | 71,8% | 329 | – | 0 |
|
| 1938 |
JC
1938
JBF Capital
Aspen,
Colorado
| US$ 522 mi | -US$ 158 mi | -23% | 15,5% | 93,6% | 188 | 68,09% | 0,8 |
|
| 1939 |
1939
Blackhill Capital
Morristown,
New Jersey
| US$ 522 mi | -US$ 96,3 mi | -16% | 13,5% | 212% | 74 | 12,16% | 4,4 |
|
| 1940 |
1940
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$ 522 mi | -US$ 91,9 mi | -15% | 11,9% | 31,3% | 1.592 | 23,93% | 2,1 |
|
| 1941 |
1941
First Merchants Corp
Muncie,
Indiana
| US$ 521 mi | -US$ 88,9 mi | -15% | 12% | 55,6% | 207 | 6,76% | 3,4 |
|
| 1942 |
SCM
1942
Suffolk Capital Management
New York
| US$ 521 mi | -US$ 182 mi | -26% | 20% | 48,6% | 156 | 38,46% | 1,1 |
|
| 1943 |
AAM
1943
Autus Asset Management
Scottsdale,
Arizona
| US$ 521 mi | -US$ 82,4 mi | -14% | 10,9% | 26,3% | 157 | 10,19% | 4,1 |
|
| 1944 |
1944
Adams Natural Resources Fund
Baltimore,
Maryland
| US$ 520 mi | -US$ 163 mi | -24% | 21% | 50,6% | 62 | 9,68% | 2,2 |
|
| 1945 |
1945
Citizens Business Bank
Ontario,
California
| US$ 520 mi | -US$ 95,1 mi | -15% | 12,9% | 108% | 288 | 13,89% | 3,5 |
|
| 1946 |
1946
IHT Wealth Management
Chicago,
Illinois
| US$ 520 mi | +US$ 57,1 mi | +12% | 11,4% | 74,8% | 530 | 30,19% | 1,3 |
|
| 1947 |
1947
Trek Financial
Scottsdale,
Arizona
| US$ 519 mi | – | – | 1,43% | 144% | 91 | – | 0 |
|
| 1948 |
1948
Harvey Investment Company
Louisville,
Kentucky
| US$ 518 mi | -US$ 58,9 mi | -10% | 9,97% | 56,4% | 86 | 11,63% | 4,4 |
|
| 1949 |
1949
AJ Wealth Strategies
New York
| US$ 518 mi | -US$ 22,2 mi | -4% | 10,1% | 32,2% | 117 | 29,91% | 1,4 |
|
| 1950 |
1950
Bienville Capital Management
New York
| US$ 518 mi | -US$ 775 mi | -60% | 5,46% | 36,3% | 184 | 40,22% | 1,4 |
|