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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
Dorsey Asset Management
Chicago,
Illinois
| US$ 801 mi | -US$ 237 mi | -23% | 29,1% | 122% | 11 | 9,09% | 2,5 |
|
| 1927 |
1927
Fiduciary Group
Savannah,
Georgia
| US$ 801 mi | +US$ 43 mi | +6% | 13,1% | 67,1% | 232 | 3,45% | 4,8 |
|
| 1928 |
1928
Berry Street Capital Management
London,
United Kingdom
| US$ 800 mi | -US$ 82,9 mi | -9% | 0,79% | 331% | 103 | 79,61% | 0,2 |
|
| 1929 |
1929
Alpine Woods Capital Investors
Purchase,
New York
| US$ 799 mi | -US$ 151 mi | -16% | 15,2% | 105% | 221 | 14,48% | 3,9 |
|
| 1930 |
1930
Northcape Capital
Sydney,
Australia
| US$ 799 mi | -US$ 179 mi | -18% | 16,1% | – | 25 | 8% | 3,1 |
|
| 1931 |
BIC
1931
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 798 mi | -US$ 148 mi | -16% | 10% | 36% | 166 | 6,63% | 4,7 |
|
| 1932 |
1932
Bayview Asset Management
Coral Gables,
Florida
| US$ 797 mi | -US$ 259 mi | -25% | 11,6% | 55,4% | 12 | 16,67% | 1,2 |
|
| 1933 |
WMC
1933
Westwood Management Corporation
Chicago,
Illinois
| US$ 795 mi | -US$ 260 mi | -25% | 20,9% | 44,3% | 78 | 10,26% | 4,5 |
|
| 1934 |
1934
SeaCrest Wealth Management
Purchase,
New York
| US$ 794 mi | -US$ 76,2 mi | -9% | 13,7% | 153% | 1.636 | 57,4% | 1,2 |
|
| 1935 |
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 794 mi | -US$ 168 mi | -17% | 13,8% | 125% | 166 | 6,63% | 4,2 |
|
| 1936 |
1936
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 794 mi | -US$ 126 mi | -14% | 14,5% | 81,9% | 512 | 21,29% | 2 |
|
| 1937 |
1937
Philosophy Capital Management
Alamo,
California
| US$ 793 mi | -US$ 407 mi | -34% | 20,2% | 77,5% | 45 | 51,11% | 0,3 |
|
| 1938 |
1938
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 793 mi | -US$ 155 mi | -16% | 15% | 109% | 158 | 6,96% | 4,6 |
|
| 1939 |
1939
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 793 mi | -US$ 163 mi | -17% | 12,4% | 28,6% | 409 | 8,8% | 2,1 |
|
| 1940 |
1940
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 793 mi | -US$ 155 mi | -16% | 15,8% | 70% | 62 | 1,61% | 6 |
|
| 1941 |
1941
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$ 790 mi | -US$ 307 mi | -28% | 14,4% | 88,1% | 202 | 43,07% | 1,3 |
|
| 1942 |
1942
Bank of the West
Monterey Park,
California
| US$ 789 mi | -US$ 178 mi | -18% | 14,9% | 35,4% | 226 | 10,18% | 5,8 |
|
| 1943 |
1943
Howe & Rusling
Rochester,
New York
| US$ 789 mi | -US$ 76,5 mi | -9% | 10,7% | 82% | 1.208 | 21,52% | 3,1 |
|
| 1944 |
1944
LTS One Management
New York
| US$ 788 mi | -US$ 103 mi | -12% | 15,7% | 67,9% | 4 | 25% | 0,5 |
|
| 1945 |
1945
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 788 mi | -US$ 63,2 mi | -7% | 15,1% | 80,4% | 108 | 5,56% | 4,3 |
|
| 1946 |
HEC
1946
Hudson Executive Capital
New York
| US$ 788 mi | -US$ 462 mi | -37% | 26,4% | 127% | 10 | 10% | 1,9 |
|
| 1947 |
1947
Segment Wealth Management
Houston,
Texas
| US$ 788 mi | -US$ 183 mi | -19% | 13,3% | 102% | 266 | 22,18% | 4,3 |
|
| 1948 |
WDA
1948
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 786 mi | -US$ 112 mi | -12% | 10,7% | 46% | 154 | 3,9% | 6,6 |
|
| 1949 |
1949
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 785 mi | -US$ 98,6 mi | -11% | 11% | 68,8% | 77 | 10,39% | 3 |
|
| 1950 |
1950
Empirical Finance
Havertown,
Pennsylvania
| US$ 785 mi | -US$ 108 mi | -12% | 14,6% | 124% | 509 | 14,34% | 1,8 |
|