Estamos no ar no !
Saiba mais
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
Grassi Investment Management
Santa Clara,
California
| US$ 1,26 bi | +US$ 176 mi | +16% | 21,8% | 170% | 129 | 6,2% | 6,7 |
|
| 1927 |
1927
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 1,26 bi | +US$ 76,7 mi | +7% | 14,1% | 116% | 111 | 9,91% | 6,1 |
|
| 1928 |
1928
Needham Investment Management
New York
| US$ 1,25 bi | +US$ 187 mi | +18% | 32% | 424% | 155 | 6,45% | 4,8 |
|
| 1929 |
1929
Hilton Capital Management
Garden City,
New York
| US$ 1,25 bi | +US$ 76,4 mi | +6% | 6,53% | 58,2% | 182 | 18,68% | 2,3 |
|
| 1930 |
1930
Freedom Investment Management
Hartford,
Connecticut
| US$ 1,25 bi | +US$ 61,7 mi | +5% | 10,9% | 68,5% | 792 | 14,39% | 3,5 |
|
| 1931 |
1931
First American Trust
Santa Ana,
California
| US$ 1,25 bi | +US$ 165 mi | +15% | 10,3% | 84,6% | 261 | 14,18% | 3,7 |
|
| 1932 |
1932
Tradition Wealth Management
Edina,
Minnesota
| US$ 1,25 bi | +US$ 116 mi | +10% | 9,56% | 69,6% | 476 | 11,13% | 2,8 |
|
| 1933 |
1933
Clean Energy Transition
London,
United Kingdom
| US$ 1,25 bi | +US$ 441 mi | +55% | 15,2% | 129% | 19 | 42,11% | 1 |
|
| 1934 |
1934
Hardy Reed
Tupelo,
Mississippi
| US$ 1,25 bi | +US$ 114 mi | +10% | 9,84% | 69,7% | 257 | 12,06% | 2,1 |
|
| 1935 |
1935
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,25 bi | +US$ 123 mi | +11% | 12,4% | 93,8% | 172 | 12,21% | 5,7 |
|
| 1936 |
1936
Shufro Rose & Co
New York
| US$ 1,24 bi | -US$ 22 mi | -2% | 5,11% | 68,1% | 314 | 1,27% | 5,3 |
|
| 1937 |
1937
American Assets Investment Management
San Diego,
California
| US$ 1,24 bi | +US$ 101 mi | +9% | 9,83% | 507% | 147 | 3,4% | 7 |
|
| 1938 |
1938
M.D. Sass LLC
New York
| US$ 1,24 bi | +US$ 106 mi | +9% | 12,5% | 80,1% | 40 | 32,5% | 1,8 |
|
| 1939 |
1939
Technology Crossover Management IX
Menlo Park,
California
| US$ 1,24 bi | +US$ 92,6 mi | +8% | 20,5% | 13% | 6 | 0% | 5,7 |
|
| 1940 |
1940
Taconic Capital Advisors
New York
| US$ 1,24 bi | -US$ 173 mi | -12% | 14,1% | 273% | 91 | 46,15% | 1,2 |
|
| 1941 |
F1I
1941
Fund 1 Investments
Rincon,
Puerto Rico
| US$ 1,24 bi | -US$ 997 mi | -45% | 13,9% | 128% | 94 | 71,28% | 0,7 |
|
| 1942 |
IAIM
1942
International Assets Investment Management
Orlando,
Florida
| US$ 1,24 bi | +US$ 98 mi | +9% | 12,1% | 88,5% | 905 | 22,65% | 1,9 |
|
| 1943 |
1943
Cypress Funds
Los Angeles,
California
| US$ 1,24 bi | +US$ 145 mi | +13% | 19,8% | 100% | 16 | 0% | 3,5 |
|
| 1944 |
1944
Waterloo Capital
Austin,
Texas
| US$ 1,24 bi | +US$ 163 mi | +15% | 9,27% | 79,8% | 492 | 28,05% | 1,5 |
|
| 1945 |
1945
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$ 1,24 bi | +US$ 308 mi | +33% | 15,8% | 45,5% | 44 | 29,55% | 4,9 |
|
| 1946 |
1946
Recurrent Investment Advisors
Houston,
Texas
| US$ 1,24 bi | +US$ 55,5 mi | +5% | 1,97% | 99,7% | 67 | 7,46% | 3,3 |
|
| 1947 |
1947
1607 Capital Partners
Richmond,
Virginia
| US$ 1,23 bi | -US$ 7,81 mi | -0,6% | 4,88% | 28,5% | 125 | 7,2% | 4,7 |
|
| 1948 |
1948
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,23 bi | +US$ 105 mi | +9% | 12,6% | 106% | 656 | 5,64% | 2,8 |
|
| 1949 |
1949
Silver Oak Securities
Jackson,
Tennessee
| US$ 1,23 bi | +US$ 141 mi | +13% | 8,72% | 73,4% | 733 | 15,55% | 1,5 |
|
| 1950 |
1950
Novare Capital Management
Charlotte,
North Carolina
| US$ 1,23 bi | +US$ 86,1 mi | +8% | 9,86% | 76,5% | 208 | 15,38% | 4,7 |
|