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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
City of London Investment Management
London,
United Kingdom
| US$ 1,15 bi | -US$ 17,7 mi | -2% | 5,91% | 102% | 102 | 24,51% | 3,4 |
|
| 1927 |
1927
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,15 bi | +US$ 68,8 mi | +6% | 5,87% | 81,2% | 205 | 11,71% | 4,4 |
|
| 1928 |
1928
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,15 bi | +US$ 75,4 mi | +7% | 8,34% | 109% | 167 | 4,79% | 5,2 |
|
| 1929 |
1929
Oak Ridge Investments
Chicago,
Illinois
| US$ 1,15 bi | +US$ 97,2 mi | +9% | 5,74% | 208% | 166 | 20,48% | 3,7 |
|
| 1930 |
1930
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$ 1,15 bi | +US$ 46,3 mi | +4% | 13,2% | 70,5% | 127 | 14,96% | 2,8 |
|
| 1931 |
1931
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,14 bi | +US$ 82,4 mi | +8% | 5,58% | 41,3% | 729 | 34,57% | 1,7 |
|
| 1932 |
1932
American Assets Investment Management
San Diego,
California
| US$ 1,14 bi | +US$ 74 mi | +7% | 7,79% | 507% | 163 | 3,07% | 6 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$ 1,14 bi | +US$ 64,8 mi | +6% | 7,59% | 61,9% | 484 | 11,98% | 5 |
|
| 1934 |
1934
Weatherly Asset Management
Del Mar,
California
| US$ 1,14 bi | +US$ 49 mi | +4% | 3,61% | 116% | 187 | 13,9% | 7,2 |
|
| 1935 |
1935
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 1,14 bi | +US$ 59,4 mi | +5% | 7,52% | 28,2% | 149 | 11,41% | 5,2 |
|
| 1936 |
1936
Irenic Capital Management
New York
| US$ 1,14 bi | +US$ 321 mi | +39% | 9,01% | 93,6% | 25 | 36% | 0,7 |
|
| 1937 |
1937
AH Capital Management
Menlo Park,
California
| US$ 1,14 bi | -US$ 34,5 mi | -3% | 16,3% | – | 14 | 14,29% | 0,7 |
|
| 1938 |
1938
SPC Financial Inc
Rockville,
Maryland
| US$ 1,14 bi | +US$ 54,8 mi | +5% | 7,24% | 65,1% | 262 | 11,07% | 3,9 |
|
| 1939 |
1939
Wealthquest
Cincinnati,
Ohio
| US$ 1,14 bi | +US$ 197 mi | +21% | 5,11% | 52,1% | 143 | 23,08% | 4,1 |
|
| 1940 |
1940
QV Investors
Calgary,
Alberta, Canada
| US$ 1,13 bi | +US$ 67,5 mi | +6% | 9,81% | 68,3% | 65 | 1,54% | 4,3 |
|
| 1941 |
1941
Regal Partners
Sydney, NSW,
Australia
| US$ 1,13 bi | +US$ 166 mi | +17% | 8,2% | 146% | 56 | 32,14% | 0,9 |
|
| 1942 |
1942
Syon Capital
San Francisco,
California
| US$ 1,13 bi | +US$ 42,9 mi | +4% | 6,81% | 74% | 487 | 12,94% | 0,8 |
|
| 1943 |
1943
Vicus Capital
State College,
Pennsylvania
| US$ 1,13 bi | +US$ 24,2 mi | +2% | 5,98% | 59,6% | 298 | 31,54% | 3,5 |
|
| 1944 |
1944
Lindbrook Capital
Calabasas,
California
| US$ 1,13 bi | +US$ 64,3 mi | +6% | 5,57% | 35,8% | 2.955 | 10,96% | 3,2 |
|
| 1945 |
1945
PDT Partners
New York
| US$ 1,13 bi | +US$ 72,2 mi | +7% | 9,85% | 211% | 858 | 41,03% | 0,7 |
|
| 1946 |
1946
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 1,13 bi | +US$ 87,7 mi | +8% | 5,86% | 41,1% | 67 | 1,49% | 2,3 |
|
| 1947 |
1947
Redwood Investment Management
Scottsdale,
Arizona
| US$ 1,13 bi | -US$ 29,7 mi | -3% | 8,31% | 62,5% | 347 | 15,85% | 1,3 |
|
| 1948 |
1948
BTC Capital Management
Des Moines,
Iowa
| US$ 1,12 bi | +US$ 47,6 mi | +4% | 6,06% | – | 220 | 9,09% | 4,7 |
|
| 1949 |
1949
AlphaQuest
New York
| US$ 1,12 bi | +US$ 387 mi | +52% | 9,05% | – | 2.036 | 32,37% | 0,4 |
|
| 1950 |
1950
Campbell Wealth Management
Alexandria,
Virginia
| US$ 1,12 bi | +US$ 813 mi | +262% | 5,04% | 11,2% | 86 | 60,47% | 1,3 |
|