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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
O'Shares Investment Advisers
Boston,
Massachusetts
| US$ 625 mi | +US$ 35,7 mi | +6% | 2,7% | 71,8% | 344 | 3,78% | 0,5 |
|
| 1927 |
CMG
1927
Cavalry Management Group
San Francisco,
California
| US$ 624 mi | +US$ 284 mi | +84% | 6,2% | 59,6% | 31 | 61,29% | 0,4 |
|
| 1928 |
1928
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$ 623 mi | +US$ 92,5 mi | +17% | 2,95% | 70,9% | 559 | 29,34% | 1,6 |
|
| 1929 |
1929
GenTrust
Miami,
Florida
| US$ 622 mi | +US$ 10 mi | +2% | 2,08% | 53% | 101 | 15,84% | 1,6 |
|
| 1930 |
CPP
1930
Crow Point Partners
Boston,
Massachusetts
| US$ 622 mi | +US$ 32 mi | +5% | 4,31% | 56,9% | 135 | 22,22% | 1,7 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| US$ 622 mi | -US$ 1,43 mi | -0,2% | 1,07% | 35,3% | 37 | 18,92% | 1,8 |
|
| 1932 |
1932
First Reserve GP XI
Stamford,
Connecticut
| US$ 622 mi | +US$ 10,1 mi | +2% | 1,65% | 26,4% | 1 | 0% | 5,5 |
|
| 1933 |
1933
Blackhill Capital
Morristown,
New Jersey
| US$ 621 mi | +US$ 38,3 mi | +7% | 8,79% | 212% | 69 | 2,9% | 4,7 |
|
| 1934 |
1934
BRR OpCo
Columbus,
Ohio
| US$ 620 mi | +US$ 36,6 mi | +6% | 3,45% | 23,6% | 212 | 28,3% | 2,1 |
|
| 1935 |
1935
Jacobs & Co
San Francisco,
California
| US$ 620 mi | +US$ 32,4 mi | +6% | 3,49% | 105% | 140 | 7,86% | 4,1 |
|
| 1936 |
1936
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 620 mi | -US$ 333 mil | -0,1% | 4,01% | 24% | 698 | 76,65% | 3,9 |
|
| 1937 |
1937
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 618 mi | +US$ 33 mi | +6% | 3,67% | 54,5% | 101 | 9,9% | 2,6 |
|
| 1938 |
1938
BTC Capital Management
Des Moines,
Iowa
| US$ 618 mi | -US$ 8,68 mi | -1% | 3,96% | – | 198 | 11,11% | 2,1 |
|
| 1939 |
MGM
1939
Miura Global Management
New York
| US$ 618 mi | +US$ 34 mi | +6% | 13,2% | 375% | 32 | 59,38% | 0,4 |
|
| 1940 |
1940
Olstein Capital Management
Purchase,
New York
| US$ 617 mi | +US$ 11,3 mi | +2% | 4,27% | 16,6% | 116 | 9,48% | 3,1 |
|
| 1941 |
1941
Bell Asset Management
Melbourne,
Australia
| US$ 617 mi | +US$ 35 mi | +6% | 5,25% | 45,3% | 63 | 3,17% | 1,3 |
|
| 1942 |
VS
1942
VK Services
Menlo Park,
California
| US$ 617 mi | +US$ 68,8 mi | +13% | 12,6% | 1.605% | 1 | 0% | 0,5 |
|
| 1943 |
1943
Guinness Asset Management
London,
United Kingdom
| US$ 616 mi | +US$ 28,8 mi | +5% | 3,22% | 73,9% | 110 | 10,91% | 3,3 |
|
| 1944 |
1944
Astor Investment Management
Chicago,
Illinois
| US$ 616 mi | +US$ 10,8 mi | +2% | 2,17% | 23,3% | 61 | 22,95% | 1,6 |
|
| 1945 |
1945
Washington Trust Bank
Spokane,
Washington
| US$ 615 mi | -US$ 12,6 mi | -2% | 4,43% | 80,5% | 603 | 68,49% | 4,7 |
|
| 1946 |
1946
Gratus Capital
Atlanta,
Georgia
| US$ 613 mi | +US$ 16,7 mi | +3% | 3,61% | 51,4% | 182 | 8,79% | 2,6 |
|
| 1947 |
1947
Indus Capital Partners
New York
| US$ 612 mi | -US$ 154 mi | -20% | 2,57% | 117% | 45 | 42,22% | 1,2 |
|
| 1948 |
1948
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 612 mi | +US$ 82,6 mi | +16% | 7,19% | 58,8% | 62 | 6,45% | 1,3 |
|
| 1949 |
BPM
1949
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 611 mi | -US$ 18,5 mi | -3% | 2,82% | 45,7% | 440 | 49,77% | 1,8 |
|
| 1950 |
1950
Garde Capital
Seattle,
Washington
| US$ 611 mi | +US$ 31,9 mi | +6% | 2,68% | 57,6% | 150 | 13,33% | 3 |
|