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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
Fernbridge Capital Management
Los Angeles,
California
| US$ 969 mi | -US$ 33,8 mi | -3% | 6,45% | 12,4% | 25 | 44% | 0,5 |
|
| 1927 |
1927
Inclusive Capital Partners
San Francisco,
California
| US$ 969 mi | -US$ 8,21 mi | -0,8% | 8,31% | 14,3% | 8 | 0% | 1,2 |
|
| 1928 |
1928
Johns Hopkins University
Baltimore,
Maryland
| US$ 969 mi | -US$ 57,9 mi | -6% | 4,02% | 30,6% | 12 | 8,33% | 0,7 |
|
| 1929 |
1929
Bank of the West
Monterey Park,
California
| US$ 967 mi | -US$ 88,7 mi | -8% | 4,45% | 35,4% | 228 | 8,77% | 5,7 |
|
| 1930 |
SGCIA
1930
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 963 mi | -US$ 43 mi | -4% | 2,1% | 56,9% | 142 | 3,52% | 5,8 |
|
| 1931 |
1931
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 962 mi | -US$ 57,1 mi | -6% | 3,2% | 125% | 173 | 12,72% | 4 |
|
| 1932 |
1932
Cat Rock Capital Management
Greenwich,
Connecticut
| US$ 962 mi | -US$ 73,6 mi | -7% | 23,6% | 66,7% | 10 | 10% | 1,6 |
|
| 1933 |
1933
TruWealth Advisors
Metairie,
Louisiana
| US$ 962 mi | -US$ 25,8 mi | -3% | 1,93% | 56,3% | 137 | 20,44% | 1 |
|
| 1934 |
1934
Poplar Forest Capital
Pasadena,
California
| US$ 961 mi | +US$ 9,31 mi | +1% | 4,88% | 30% | 56 | 10,71% | 4,1 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 961 mi | -US$ 35,4 mi | -4% | 5,64% | 76,6% | 258 | 30,23% | 2,8 |
|
| 1936 |
KCM
1936
Kingdon Capital Management
New York
| US$ 959 mi | +US$ 89,9 mi | +10% | 2,29% | 217% | 107 | 51,4% | 0,7 |
|
| 1937 |
1937
MMBG Investment Advisors
Miami,
Florida
| US$ 959 mi | -US$ 81,2 mi | -8% | 8,77% | 118% | 166 | 10,84% | 0,2 |
|
| 1938 |
1938
Forward Management
San Francisco,
California
| US$ 959 mi | -US$ 78,9 mi | -8% | 1,37% | 36,9% | 40 | 45% | 1,1 |
|
| 1939 |
1939
Hackensack Meridian Health
Edison,
New Jersey
| US$ 958 mi | -US$ 72,5 mi | -7% | 2,68% | 53,4% | 9 | 22,22% | 0,2 |
|
| 1940 |
1940
Grassi Investment Management
Santa Clara,
California
| US$ 957 mi | -US$ 44,3 mi | -4% | 2,37% | 170% | 149 | 10,74% | 4,6 |
|
| 1941 |
1941
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 956 mi | +US$ 11,7 mi | +1% | 0,81% | 28,6% | 403 | 21,59% | 1,9 |
|
| 1942 |
1942
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$ 955 mi | -US$ 89,2 mi | -9% | 3,8% | 96,6% | 325 | 100% | 0 |
|
| 1943 |
1943
James Investment Research
Alpha,
Ohio
| US$ 953 mi | -US$ 139 mi | -13% | 3,52% | 110% | 562 | 20,64% | 3,3 |
|
| 1944 |
1944
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 952 mi | -US$ 31,6 mi | -3% | 0,99% | 93,5% | 66 | 1,52% | 6,4 |
|
| 1945 |
1945
Principle Wealth Partners
Madison,
Connecticut
| US$ 951 mi | -US$ 1,45 mi | -0,2% | 2,77% | 79,9% | 335 | 10,75% | 1,8 |
|
| 1946 |
1946
Alpine Woods Capital Investors
Purchase,
New York
| US$ 950 mi | -US$ 62,7 mi | -6% | 3,83% | 105% | 228 | 14,91% | 3,7 |
|
| 1947 |
1947
Bangor Savings Bank
Bangor,
Maine
| US$ 950 mi | -US$ 100 mi | -9% | 4,47% | 54,6% | 204 | 14,22% | 5,1 |
|
| 1948 |
1948
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 948 mi | -US$ 26,1 mi | -3% | 2,52% | 109% | 158 | 11,39% | 4,4 |
|
| 1949 |
1949
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 948 mi | -US$ 5,41 mi | -0,6% | 1,89% | 70% | 62 | 4,84% | 5,9 |
|
| 1950 |
BIC
1950
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 947 mi | +US$ 190 mi | +25% | 4,46% | 36% | 179 | 29,61% | 4,3 |
|