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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
Newfoundland Capital Management
Sao Paulo,
Brazil
| US$ 601 mi | +US$ 339 mi | +130% | 3,9% | 49,5% | 61 | 57,38% | 0,6 |
|
| 1927 |
NAM
1927
North American Management
Boston,
Massachusetts
| US$ 600 mi | +US$ 60,2 mi | +11% | 13,1% | 61,7% | 126 | 8,73% | 3,8 |
|
| 1928 |
1928
IHT Wealth Management
Chicago,
Illinois
| US$ 600 mi | +US$ 80,7 mi | +16% | 11,9% | 74,8% | 554 | 21,3% | 1,4 |
|
| 1929 |
1929
Athanor Capital
New York
| US$ 599 mi | +US$ 301 mi | +101% | 18,5% | 171% | 93 | 72,04% | 0,3 |
|
| 1930 |
1930
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 599 mi | +US$ 98,5 mi | +20% | 25,3% | 124% | 41 | 2,44% | 4,9 |
|
| 1931 |
1931
Old Mission Capital
Chicago,
Illinois
| US$ 598 mi | -US$ 381 mi | -39% | 9,9% | 55,3% | 391 | 75,7% | 0,4 |
|
| 1932 |
1932
Windham Capital Management
Boston,
Massachusetts
| US$ 597 mi | +US$ 154 mi | +35% | 9,2% | 8,3% | 67 | 61,19% | 1 |
|
| 1933 |
1933
Gratus Capital
Atlanta,
Georgia
| US$ 597 mi | +US$ 109 mi | +22% | 13,6% | 51,4% | 183 | 9,29% | 2,4 |
|
| 1934 |
1934
CCM Investment Advisers
Columbia,
South Carolina
| US$ 596 mi | +US$ 93,6 mi | +19% | 12,5% | 170% | 89 | 17,98% | 3,1 |
|
| 1935 |
1935
Darrell & King
Charlottesville,
Virginia
| US$ 595 mi | +US$ 48,8 mi | +9% | 12,8% | – | 53 | 13,21% | 2 |
|
| 1936 |
1936
RWC Asset Advisors
Miami,
Florida
| US$ 595 mi | +US$ 224 mi | +60% | 29,6% | 267% | 18 | 27,78% | 2 |
|
| 1937 |
PFMOSF
1937
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 594 mi | +US$ 58,9 mi | +11% | 10,7% | 209% | 61 | 63,93% | 0,5 |
|
| 1938 |
JC
1938
Joho Capital
New York
| US$ 593 mi | +US$ 147 mi | +33% | 39,8% | 80,2% | 10 | 30% | 1,6 |
|
| 1939 |
1939
Integrated Wealth Concepts
Waltham,
Massachusetts
| US$ 591 mi | +US$ 223 mi | +60% | 10% | 69,4% | 341 | 25,22% | 0,7 |
|
| 1940 |
1940
Intrinsic Edge Capital Management
Chicago,
Illinois
| US$ 591 mi | -US$ 4,2 mi | -0,7% | 25,9% | 283% | 172 | 66,28% | 0,3 |
|
| 1941 |
1941
Tran Capital Management
San Rafael,
California
| US$ 590 mi | +US$ 14,6 mi | +3% | 22,6% | 173% | 45 | 28,89% | 2 |
|
| 1942 |
CPP
1942
Crow Point Partners
Boston,
Massachusetts
| US$ 590 mi | +US$ 52,3 mi | +10% | 12,3% | 56,9% | 132 | 19,7% | 1,6 |
|
| 1943 |
1943
Adams Natural Resources Fund
Baltimore,
Maryland
| US$ 590 mi | +US$ 69,9 mi | +13% | 14,6% | 50,6% | 59 | 5,08% | 2,5 |
|
| 1944 |
1944
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 589 mi | – | – | 9,38% | 62,7% | 151 | – | 0 |
|
| 1945 |
1945
O'Shares Investment Advisers
Boston,
Massachusetts
| US$ 589 mi | +US$ 66,3 mi | +13% | 14,2% | 71,8% | 348 | 8,91% | 0,2 |
|
| 1946 |
IR
1946
IAT Reinsurance
New York
| US$ 589 mi | +US$ 62,5 mi | +12% | 18,6% | 60,2% | 147 | 23,13% | 2,1 |
|
| 1947 |
SAM
1947
Skyline Asset Management
Chicago,
Illinois
| US$ 588 mi | -US$ 190 mi | -24% | 14,3% | 26,1% | 65 | 13,85% | 3 |
|
| 1948 |
1948
Wellington Shields Capital Management
New York
| US$ 588 mi | +US$ 58,6 mi | +11% | 14,5% | 137% | 297 | 11,78% | 3,6 |
|
| 1949 |
1949
Guinness Asset Management
London,
United Kingdom
| US$ 588 mi | +US$ 98,2 mi | +20% | 16% | 73,9% | 112 | 12,5% | 3,2 |
|
| 1950 |
1950
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$ 588 mi | +US$ 65,7 mi | +13% | 10,5% | 31,3% | 1.605 | 25,05% | 2,1 |
|