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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
HoyleCohen
San Diego,
California
| US$ 680 mi | +US$ 81,7 mi | +14% | 11,9% | 46,1% | 208 | 13,94% | 2 |
|
| 1927 |
1927
W.R. Berkley Corp
Greenwich,
Connecticut
| US$ 680 mi | -US$ 75 mi | -10% | 3,47% | 38,7% | 183 | 67,76% | 0,4 |
|
| 1928 |
1928
Horan Capital Management
Hunt Valley,
Maryland
| US$ 679 mi | +US$ 34,5 mi | +5% | 9,86% | 69,2% | 41 | 19,51% | 2,6 |
|
| 1929 |
1929
Endurance Wealth Management
Providence,
Rhode Island
| US$ 679 mi | +US$ 69,7 mi | +11% | 10,7% | 59% | 674 | 10,98% | 3,6 |
|
| 1930 |
1930
Crestline Management
Fort Worth,
Texas
| US$ 678 mi | +US$ 133 mi | +24% | 34,6% | 80,2% | 222 | 86,94% | 0,1 |
|
| 1931 |
RCM
1931
Ratan Capital Management
Miami Beach,
Florida
| US$ 678 mi | +US$ 379 mi | +127% | 15% | 616% | 114 | 71,05% | 0,3 |
|
| 1932 |
1932
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| US$ 678 mi | +US$ 38,8 mi | +6% | 14,4% | 146% | 38 | 13,16% | 4,6 |
|
| 1933 |
ALAM
1933
Asahi Life Asset Management
Tokyo,
Japan
| US$ 678 mi | +US$ 69,9 mi | +12% | 9,76% | 133% | 295 | 44,41% | 0,7 |
|
| 1934 |
1934
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 677 mi | +US$ 24,2 mi | +4% | 8,55% | 78,5% | 1 | 0% | 3,8 |
|
| 1935 |
AL
1935
Arnhold LLC
New York
| US$ 677 mi | +US$ 48,3 mi | +8% | 8,65% | 164% | 141 | 7,8% | 1,9 |
|
| 1936 |
1936
Indus Capital Partners
New York
| US$ 676 mi | +US$ 65,7 mi | +11% | 15,1% | 117% | 50 | 38% | 1,1 |
|
| 1937 |
1937
Washington Trust Bank
Spokane,
Washington
| US$ 676 mi | +US$ 47,2 mi | +8% | 12% | 89,9% | 188 | 12,77% | 4,9 |
|
| 1938 |
CWM
1938
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 675 mi | +US$ 56,3 mi | +9% | 7,77% | 77,5% | 413 | 14,53% | 2,4 |
|
| 1939 |
1939
Knighthead Capital Management
New York
| US$ 674 mi | +US$ 131 mi | +24% | 3,69% | 74,1% | 17 | 29,41% | 1,2 |
|
| 1940 |
1940
Modera Wealth Management
Westwood,
New Jersey
| US$ 674 mi | +US$ 47,7 mi | +8% | 7,59% | 75,5% | 164 | 9,76% | 3,7 |
|
| 1941 |
1941
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 674 mi | -US$ 5,07 mi | -0,7% | 7,75% | 84,6% | 74 | 8,11% | 2,5 |
|
| 1942 |
1942
Dorsey Asset Management
Chicago,
Illinois
| US$ 673 mi | +US$ 54,2 mi | +9% | 10,9% | 122% | 11 | 9,09% | 1,5 |
|
| 1943 |
1943
Ion Asset Management
Herzliya,
Israel
| US$ 671 mi | +US$ 73,6 mi | +12% | 9,39% | 125% | 35 | 45,71% | 0,8 |
|
| 1944 |
1944
Adell Harriman & Carpenter
Houston,
Texas
| US$ 670 mi | +US$ 85,8 mi | +15% | 10,1% | 191% | 149 | 18,12% | 4,2 |
|
| 1945 |
SM
1945
Sabby Management
Miami Beach,
Florida
| US$ 670 mi | +US$ 172 mi | +34% | 12,5% | 95,5% | 164 | 58,54% | 0,3 |
|
| 1946 |
TCIM
1946
TOMS Capital Investment Management
New York
| US$ 669 mi | +US$ 361 mi | +117% | 5,87% | 203% | 21 | 85,71% | 0 |
|
| 1947 |
KPF
1947
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 669 mi | +US$ 39,7 mi | +6% | 6,61% | 76,5% | 361 | 62,88% | 0,3 |
|
| 1948 |
1948
Merriman Wealth Management
Seattle,
Washington
| US$ 669 mi | +US$ 39,4 mi | +6% | 8,05% | 18,3% | 176 | 18,75% | 1,7 |
|
| 1949 |
1949
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 668 mi | +US$ 52,8 mi | +9% | 8,55% | 77,5% | 144 | 2,78% | 6 |
|
| 1950 |
1950
Jackson Wealth Management
Lake Mary,
Florida
| US$ 667 mi | +US$ 105 mi | +19% | 16,5% | 72,1% | 146 | 31,51% | 1,4 |
|