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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
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 911 mi | +US$ 43,5 mi | +5% | 5,56% | 62,7% | 318 | 12,89% | 2,1 |
|
| 1927 |
CM
1927
Conifer Management
New York
| US$ 911 mi | +US$ 78 mi | +9% | 10,8% | 22,7% | 11 | 9,09% | 2,3 |
|
| 1928 |
1928
Grassi Investment Management
Santa Clara,
California
| US$ 909 mi | +US$ 103 mi | +13% | 16,3% | 170% | 129 | 5,43% | 5,6 |
|
| 1929 |
1929
Ascent Group
Virginia Beach,
Virginia
| US$ 908 mi | -US$ 32,2 mi | -3% | 5,56% | 83,3% | 509 | 19,45% | 1,2 |
|
| 1930 |
1930
Gladstone Capital Management
London,
United Kingdom
| US$ 907 mi | +US$ 121 mi | +15% | 22,1% | 304% | 23 | 60,87% | 1,1 |
|
| 1931 |
1931
EverSource Wealth Advisors
Birmingham,
Alabama
| US$ 907 mi | +US$ 104 mi | +13% | 5,42% | 89,7% | 2.650 | 16,08% | 1 |
|
| 1932 |
1932
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 905 mi | +US$ 84,1 mi | +10% | 11,5% | 70% | 59 | 3,39% | 6,8 |
|
| 1933 |
1933
Exor N.V.
Amsterdam,
Netherlands
| US$ 905 mi | +US$ 600 mi | +197% | 0,51% | 8,34% | 2 | 50% | 0,3 |
|
| 1934 |
1934
Bridgeworth
Birmingham,
Alabama
| US$ 905 mi | +US$ 112 mi | +14% | 4,93% | 19,3% | 176 | 9,09% | 3 |
|
| 1935 |
1935
Daido Life Insurance Company
Osaka,
Japan
| US$ 904 mi | -US$ 98,3 mi | -10% | 7,79% | 68,7% | 11 | 0% | 5,1 |
|
| 1936 |
1936
Callan Capital
La Jolla,
California
| US$ 904 mi | +US$ 40,3 mi | +5% | 4,96% | 20,1% | 194 | 10,31% | 2,7 |
|
| 1937 |
1937
BBR Partners
New York
| US$ 904 mi | +US$ 35,9 mi | +4% | 5,96% | 63,4% | 175 | 14,86% | 2,9 |
|
| 1938 |
1938
Lansdowne Partners (UK)
London,
United Kingdom
| US$ 902 mi | +US$ 254 mi | +39% | 12,6% | 293% | 24 | 33,33% | 1,9 |
|
| 1939 |
1939
Trinity Street Asset Management
London,
United Kingdom
| US$ 902 mi | +US$ 9,01 mi | +1% | 8,04% | 76,9% | 22 | 4,55% | 2,3 |
|
| 1940 |
1940
Unison Advisors
Washington,
District of Columbia
| US$ 901 mi | +US$ 595 mil | +0,1% | 2,52% | 54,6% | 206 | 26,7% | 2,6 |
|
| 1941 |
1941
Maple-Brown Abbott
Barangaroo,
Australia
| US$ 900 mi | +US$ 21 mi | +2% | 5,91% | 7,92% | 15 | 0% | 5,4 |
|
| 1942 |
1942
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 900 mi | +US$ 75,1 mi | +9% | 5,95% | 78,2% | 173 | 13,87% | 2,6 |
|
| 1943 |
1943
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 900 mi | +US$ 48,6 mi | +6% | 8,45% | 80% | 940 | 6,06% | 1,6 |
|
| 1944 |
1944
Soleus Capital Management
Greenwich,
Connecticut
| US$ 900 mi | -US$ 66,1 mi | -7% | 11,2% | 508% | 115 | 45,22% | 0,6 |
|
| 1945 |
1945
American Assets Investment Management
San Diego,
California
| US$ 899 mi | +US$ 31,9 mi | +4% | 3,64% | 507% | 176 | 3,41% | 4,8 |
|
| 1946 |
1946
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 898 mi | +US$ 55,8 mi | +7% | 8,96% | 69% | 751 | 12,65% | 1,8 |
|
| 1947 |
1947
SP Asset Management
Cupertino,
California
| US$ 896 mi | +US$ 80,9 mi | +10% | 11,8% | 92,4% | 118 | 7,63% | 3,3 |
|
| 1948 |
1948
Globeflex Capital
San Diego,
California
| US$ 896 mi | +US$ 77 mi | +9% | 11% | 186% | 526 | 22,05% | 2,1 |
|
| 1949 |
1949
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 894 mi | +US$ 51,3 mi | +6% | 6,11% | 76,6% | 451 | 9,53% | 4,7 |
|
| 1950 |
1950
Stack Financial Management
Whitefish,
Montana
| US$ 894 mi | +US$ 71,6 mi | +9% | 4,54% | 58,4% | 40 | 12,5% | 5 |
|