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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
American Assets Investment Management
San Diego,
California
| US$ 768 mi | -US$ 33,5 mi | -4% | 5,94% | 507% | 180 | 8,33% | 4,1 |
|
| 1927 |
1927
Bank of the West
Monterey Park,
California
| US$ 768 mi | -US$ 21,4 mi | -3% | 5,5% | 35,4% | 219 | 5,94% | 6 |
|
| 1928 |
1928
Bristlecone Advisors
Bellevue,
Washington
| US$ 766 mi | -US$ 43,8 mi | -5% | 5,12% | 103% | 248 | 7,66% | 3,3 |
|
| 1929 |
1929
BTC Capital Management
Des Moines,
Iowa
| US$ 765 mi | -US$ 52,7 mi | -6% | 5,12% | – | 258 | 8,91% | 3,1 |
|
| 1930 |
1930
Landscape Capital Management
Englewood,
New Jersey
| US$ 765 mi | +US$ 24,9 mi | +3% | 2,94% | 92,5% | 1.173 | 38,11% | 0,7 |
|
| 1931 |
1931
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 764 mi | -US$ 30,1 mi | -4% | 4,98% | 125% | 167 | 14,37% | 4,3 |
|
| 1932 |
1932
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$ 763 mi | +US$ 31,1 mi | +4% | 1,83% | 22,7% | 31 | 3,23% | 6,1 |
|
| 1933 |
GJL
1933
Gendell Jeffrey L
| US$ 763 mi | -US$ 102 mi | -12% | 1,23% | 748% | 62 | 17,74% | 2,9 |
|
| 1934 |
1934
Vestor Capital
Chicago,
Illinois
| US$ 763 mi | -US$ 62,2 mi | -8% | 2,48% | 188% | 233 | 17,17% | 3,2 |
|
| 1935 |
1935
Rock Creek Group
Washington,
District of Columbia
| US$ 762 mi | -US$ 100 mi | -12% | 6,44% | 37,2% | 189 | 21,69% | 1,7 |
|
| 1936 |
WMC
1936
Westwood Management Corporation
Chicago,
Illinois
| US$ 762 mi | -US$ 33,7 mi | -4% | 0,08% | 44,3% | 78 | 12,82% | 4,6 |
|
| 1937 |
1937
Capital Growth Management
Boston,
Massachusetts
| US$ 761 mi | -US$ 80,7 mi | -10% | 0,39% | 422% | 83 | 61,45% | 0,3 |
|
| 1938 |
1938
Hilton Capital Management
Garden City,
New York
| US$ 760 mi | -US$ 55,1 mi | -7% | 3,22% | 58,2% | 120 | 20% | 2,3 |
|
| 1939 |
1939
Front Barnett Associates
Chicago,
Illinois
| US$ 759 mi | -US$ 62,8 mi | -8% | 5,53% | 40,5% | 113 | 0,88% | 6,6 |
|
| 1940 |
1940
CapWealth Advisors
Franklin,
Tennessee
| US$ 758 mi | -US$ 71,3 mi | -9% | 5,55% | 152% | 112 | 9,82% | 4,8 |
|
| 1941 |
1941
Quadrant Capital Group
Cincinnati,
Ohio
| US$ 756 mi | +US$ 11,9 mi | +2% | 4,48% | 118% | 2.914 | 13,69% | 3,9 |
|
| 1942 |
1942
WCG Wealth Advisors
Las Vegas,
Nevada
| US$ 756 mi | +US$ 35,9 mi | +5% | 5,17% | 69,6% | 311 | 20,9% | 0,2 |
|
| 1943 |
1943
O'Brien Greene & Co
Media,
Pennsylvania
| US$ 755 mi | +US$ 490 mi | +185% | 4,07% | 81,4% | 135 | 7,41% | 2,5 |
|
| 1944 |
1944
GSA Capital Partners
London,
United Kingdom
| US$ 754 mi | +US$ 87,8 mi | +13% | 2,76% | 94,7% | 2.028 | 62,08% | 0,3 |
|
| 1945 |
1945
OEP Capital Advisors
New York
| US$ 754 mi | +US$ 36,5 mi | +5% | 5,09% | 23,2% | 2 | 0% | 1,8 |
|
| 1946 |
1946
Girard Partners
King Of Prussia,
Pennsylvania
| US$ 754 mi | -US$ 30,5 mi | -4% | 5,54% | 25,7% | 237 | 10,55% | 4,5 |
|
| 1947 |
1947
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 753 mi | -US$ 40,4 mi | -5% | 4,74% | 81,9% | 491 | 17,72% | 2,2 |
|
| 1948 |
1948
Howe & Rusling
Rochester,
New York
| US$ 753 mi | -US$ 35,6 mi | -5% | 4,98% | 82% | 1.247 | 20,85% | 3,2 |
|
| 1949 |
1949
Honeycomb Asset Management
New York
| US$ 753 mi | +US$ 352 mi | +88% | 1,15% | 49% | 44 | 65,91% | 0,3 |
|
| 1950 |
1950
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 752 mi | -US$ 60,1 mi | -7% | 5,62% | 38,3% | 1.178 | 14,69% | 2,5 |
|