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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
Novare Capital Management
Charlotte,
North Carolina
| US$ 887 mi | -US$ 43,9 mi | -5% | 2,97% | 76,5% | 179 | 10,61% | 4,5 |
|
| 1927 |
1927
Intrinsic Edge Capital Management
Chicago,
Illinois
| US$ 887 mi | -US$ 506 mi | -36% | 0,45% | 283% | 215 | 63,72% | 0,6 |
|
| 1928 |
1928
Girard Partners
King Of Prussia,
Pennsylvania
| US$ 886 mi | -US$ 60,3 mi | -6% | 4,15% | 25,7% | 260 | 9,62% | 4,7 |
|
| 1929 |
1929
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 886 mi | -US$ 32,5 mi | -4% | 3,29% | 77,5% | 73 | 8,22% | 6,9 |
|
| 1930 |
GPCM
1930
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 886 mi | -US$ 28,1 mi | -3% | 2,16% | 96,1% | 13 | 0% | 8,8 |
|
| 1931 |
1931
Harvard Management Company
Boston,
Massachusetts
| US$ 886 mi | -US$ 133 mi | -13% | 4,45% | 123% | 34 | 38,24% | 2 |
|
| 1932 |
1932
Flat Footed LLC
Wilson,
Wyoming
| US$ 885 mi | +US$ 183 mi | +26% | 0,83% | 152% | 33 | 33,33% | 0,7 |
|
| 1933 |
1933
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 885 mi | -US$ 9,33 mi | -1% | 2,58% | 76,6% | 453 | 8,17% | 5 |
|
| 1934 |
1934
Periscope Capital
Toronto,
Ontario, Canada
| US$ 884 mi | -US$ 402 mi | -31% | 1,99% | 28,8% | 730 | 22,05% | 1,3 |
|
| 1935 |
1935
FJ Capital Management
Mclean,
Virginia
| US$ 884 mi | +US$ 99,4 mi | +13% | 5,22% | 97,9% | 137 | 45,26% | 2 |
|
| 1936 |
1936
Hollencrest Capital Management
Newport Beach,
California
| US$ 883 mi | -US$ 79,9 mi | -8% | 3,3% | 85,6% | 1.166 | 12,44% | 1,9 |
|
| 1937 |
1937
GeoWealth Management
Chicago,
Illinois
| US$ 882 mi | -US$ 43,7 mi | -5% | 2,79% | 58% | 527 | 24,48% | 1,3 |
|
| 1938 |
1938
Icon Wealth Partners
Houston,
Texas
| US$ 880 mi | -US$ 65 mi | -7% | 2,39% | – | 427 | 12,65% | 2,6 |
|
| 1939 |
1939
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 880 mi | -US$ 11,4 mi | -1% | 3,58% | 68,6% | 1 | 0% | 6,8 |
|
| 1940 |
1940
Ledyard National Bank
| US$ 878 mi | -US$ 39,6 mi | -4% | 3,26% | 80,7% | 206 | 8,25% | 6,8 |
|
| 1941 |
1941
Maple Capital Management
Montpelier,
Vermont
| US$ 877 mi | -US$ 41,2 mi | -4% | 2,49% | 100% | 99 | 6,06% | 5,8 |
|
| 1942 |
BCM
1942
Bayesian Capital Management
Brooklyn,
New York
| US$ 876 mi | -US$ 55,2 mi | -6% | 0,98% | 107% | 1.097 | 71,47% | 0,2 |
|
| 1943 |
1943
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 875 mi | -US$ 30 mi | -3% | 2,55% | 70% | 58 | 3,45% | 7 |
|
| 1944 |
1944
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 875 mi | -US$ 23,4 mi | -3% | 1,88% | 69% | 745 | 11,14% | 2 |
|
| 1945 |
1945
Simplify Asset Management
Las Vegas,
Nevada
| US$ 875 mi | +US$ 115 mi | +15% | 1,88% | 45% | 137 | 28,47% | 0,7 |
|
| 1946 |
1946
H&F Corporate Investors VIII
San Francisco,
California
| US$ 874 mi | -US$ 226 mi | -21% | 20,6% | 33,8% | 2 | 0% | 2,4 |
|
| 1947 |
1947
Infrastructure Capital Advisors
New York
| US$ 874 mi | -US$ 175 mi | -17% | 4,28% | 52% | 120 | 49,17% | 1,5 |
|
| 1948 |
1948
Good Life Advisors
Reading,
Pennsylvania
| US$ 873 mi | -US$ 15,5 mi | -2% | 3,28% | 60% | 443 | 13,32% | 3,1 |
|
| 1949 |
1949
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 873 mi | -US$ 26,7 mi | -3% | 2,91% | 80% | 939 | 4,69% | 1,8 |
|
| 1950 |
1950
Maple-Brown Abbott
Barangaroo,
Australia
| US$ 872 mi | -US$ 28,2 mi | -3% | 8,18% | 7,92% | 18 | 22,22% | 4,6 |
|