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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
Level Four Advisory Services
Dallas,
Texas
| US$ 962 mi | -US$ 485 mi | -34% | 0,82% | 92,2% | 677 | 38,4% | 2,9 |
|
| 1927 |
1927
Taurus Asset Management
New York
| US$ 961 mi | +US$ 3,43 mi | +0,4% | 2,29% | 26,9% | 97 | 4,12% | 5,2 |
|
| 1928 |
1928
Adell Harriman & Carpenter
Houston,
Texas
| US$ 960 mi | +US$ 10,3 mi | +1% | 1,57% | 176% | 183 | 9,29% | 4,1 |
|
| 1929 |
1929
ShawSpring Partners
Boston,
Massachusetts
| US$ 959 mi | -US$ 94 mi | -9% | 5,5% | 3,53% | 6 | 16,67% | 1,8 |
|
| 1930 |
1930
Vestor Capital
Chicago,
Illinois
| US$ 958 mi | +US$ 5,8 mi | +0,6% | 0,27% | 188% | 248 | 18,15% | 2,4 |
|
| 1931 |
1931
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 958 mi | +US$ 9,7 mi | +1% | 1,34% | 80,4% | 107 | 4,67% | 4,3 |
|
| 1932 |
1932
Evensky & Katz
Coral Gables,
Florida
| US$ 957 mi | -US$ 23,4 mi | -2% | 0,89% | 61,1% | 73 | 5,48% | 4,4 |
|
| 1933 |
1933
SP Asset Management
Cupertino,
California
| US$ 957 mi | +US$ 46,9 mi | +5% | 0,95% | 92,4% | 127 | 6,3% | 2 |
|
| 1934 |
1934
Bank of the West
Monterey Park,
California
| US$ 957 mi | -US$ 24,7 mi | -3% | 0,15% | 35,4% | 230 | 10% | 5,3 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 957 mi | +US$ 72,4 mi | +8% | 0,32% | 76,6% | 250 | 12,4% | 2,5 |
|
| 1936 |
1936
Sirios Capital Management
Boston,
Massachusetts
| US$ 956 mi | -US$ 194 mi | -17% | 0,58% | 177% | 92 | 18,48% | 1,5 |
|
| 1937 |
1937
Merit Financial Group
Alpharetta,
Georgia
| US$ 955 mi | -US$ 108 mi | -10% | 1,77% | 67,3% | 276 | 9,06% | 1,7 |
|
| 1938 |
1938
Ulysses Management
New York
| US$ 955 mi | +US$ 160 mi | +20% | 4,72% | 51,8% | 80 | 45% | 1,1 |
|
| 1939 |
1939
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 953 mi | -US$ 83,2 mi | -8% | 0,1% | 51,6% | 32 | 12,5% | 2,3 |
|
| 1940 |
1940
HHR Asset Management
Berkeley Heights,
New Jersey
| US$ 952 mi | -US$ 157 mi | -14% | 1,91% | 76,3% | 34 | 14,71% | 2,2 |
|
| 1941 |
1941
Kore Private Wealth
New York
| US$ 951 mi | +US$ 61 mi | +7% | 2,35% | 35,9% | 487 | 20,74% | 1,4 |
|
| 1942 |
1942
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 948 mi | +US$ 5,1 mi | +0,5% | 0,97% | 115% | 495 | 2,63% | 5,6 |
|
| 1943 |
AA
1943
Ancient Art
Austin,
Texas
| US$ 947 mi | -US$ 122 mi | -11% | 5,43% | 168% | 25 | 24% | 1,4 |
|
| 1944 |
1944
York Capital Management Global Advisors
New York
| US$ 947 mi | +US$ 55,7 mi | +6% | 13,1% | 74,1% | 68 | 69,12% | 0,6 |
|
| 1945 |
1945
Icon Wealth Partners
Houston,
Texas
| US$ 947 mi | +US$ 14,8 mi | +2% | 0,54% | – | 364 | 11,26% | 1,7 |
|
| 1946 |
1946
Southernsun Asset Management
Memphis,
Tennessee
| US$ 947 mi | +US$ 33,2 mi | +4% | 2,35% | 54,7% | 34 | 2,94% | 4,8 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 946 mi | +US$ 109 mi | +13% | 6,25% | 68,8% | 79 | 13,92% | 2,6 |
|
| 1948 |
1948
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 946 mi | -US$ 14,7 mi | -2% | 0,29% | 125% | 169 | 5,33% | 3,8 |
|
| 1949 |
WM
1949
WS Management
Jacksonville,
Florida
| US$ 945 mi | -US$ 68,5 mi | -7% | 0,97% | 309% | 89 | 35,96% | 2,6 |
|
| 1950 |
ICM
1950
Indaba Capital Management
San Francisco,
California
| US$ 944 mi | +US$ 18 mi | +2% | 2,51% | 66,7% | 76 | 52,63% | 0,4 |
|