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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
First Long Island Investors
Jericho,
New York
| US$ 1,34 bi | +US$ 70,7 mi | +6% | 6,94% | 85,5% | 72 | 13,89% | 5,4 |
|
| 1927 |
1927
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 1,34 bi | +US$ 41 mi | +3% | 6,24% | 94,2% | 161 | 10,56% | 6,7 |
|
| 1928 |
KCM
1928
Kynam Capital Management
Princeton,
New Jersey
| US$ 1,34 bi | +US$ 414 mi | +45% | 40,9% | 320% | 36 | 16,67% | 1,7 |
|
| 1929 |
1929
WGI DM
Boston,
Massachusetts
| US$ 1,34 bi | +US$ 372 mi | +38% | 2,34% | – | 7 | 28,57% | 0,4 |
|
| 1930 |
1930
Strategic Wealth Partners
Independence,
Ohio
| US$ 1,34 bi | +US$ 68,8 mi | +5% | 7,93% | – | 1.393 | 22,9% | 1 |
|
| 1931 |
1931
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,34 bi | +US$ 110 mi | +9% | 8,29% | 81,2% | 171 | 9,36% | 5,2 |
|
| 1932 |
ET
1932
Entropy Technologies
New York
| US$ 1,34 bi | +US$ 78,2 mi | +6% | 6,93% | – | 1.142 | 65,76% | 0,3 |
|
| 1933 |
1933
Silver Oak Securities
Jackson,
Tennessee
| US$ 1,34 bi | +US$ 105 mi | +8% | 7,54% | 73,4% | 833 | 26,05% | 1,5 |
|
| 1934 |
1934
Fusion Family Wealth
Woodbury,
New York
| US$ 1,33 bi | +US$ 152 mi | +13% | 7,2% | 58,2% | 49 | 8,16% | 5 |
|
| 1935 |
PWMAG
1935
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,33 bi | +US$ 128 mi | +11% | 8,34% | 90,7% | 413 | 11,38% | 4,1 |
|
| 1936 |
1936
YCG LLC
Austin,
Texas
| US$ 1,33 bi | +US$ 37,8 mi | +3% | 0,07% | 27% | 38 | 7,89% | 6,8 |
|
| 1937 |
1937
Sozo Ventures GP II
Redwood City,
California
| US$ 1,33 bi | +US$ 471 mi | +55% | 60,1% | 8,44% | 1 | 0% | 1,5 |
|
| 1938 |
1938
1607 Capital Partners
Richmond,
Virginia
| US$ 1,33 bi | +US$ 93,4 mi | +8% | 3,67% | 28,5% | 129 | 13,18% | 4,7 |
|
| 1939 |
1939
Lakewood Capital Management
New York
| US$ 1,33 bi | -US$ 14,5 mi | -1% | 3,87% | 45,4% | 60 | 25% | 2,3 |
|
| 1940 |
1940
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 1,32 bi | -US$ 263 mi | -17% | 6,04% | 31% | 1.434 | 50,07% | 0,5 |
|
| 1941 |
1941
J. Stern & Co
London,
United Kingdom
| US$ 1,32 bi | +US$ 151 mi | +13% | 7,59% | – | 44 | 20,45% | 1,3 |
|
| 1942 |
1942
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 1,32 bi | +US$ 107 mi | +9% | 9,36% | 88,1% | 490 | 15,51% | 2 |
|
| 1943 |
1943
Atom Investors
Austin,
Texas
| US$ 1,32 bi | +US$ 191 mi | +17% | 6,76% | 83,4% | 871 | 65,56% | 0,4 |
|
| 1944 |
1944
Austin Private Wealth
Austin,
Texas
| US$ 1,32 bi | +US$ 49,2 mi | +4% | 7,44% | 62,3% | 332 | 12,95% | 2,3 |
|
| 1945 |
1945
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,31 bi | +US$ 82,3 mi | +7% | 7,3% | 106% | 715 | 14,97% | 2,7 |
|
| 1946 |
1946
Generali Investments CEE
Prague,
Czech Republic
| US$ 1,31 bi | +US$ 97,7 mi | +8% | 7,46% | – | 400 | 8,5% | 0,7 |
|
| 1947 |
1947
Novare Capital Management
Charlotte,
North Carolina
| US$ 1,31 bi | +US$ 82,6 mi | +7% | 8,12% | 76,5% | 206 | 11,17% | 4,8 |
|
| 1948 |
1948
WBH Advisory
Baltimore,
Maryland
| US$ 1,31 bi | +US$ 136 mi | +12% | 6,33% | 57,6% | 353 | 8,22% | 6,2 |
|
| 1949 |
1949
Vicus Capital
State College,
Pennsylvania
| US$ 1,31 bi | +US$ 106 mi | +9% | 6,99% | 59,6% | 300 | 22,67% | 3,5 |
|
| 1950 |
1950
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 1,31 bi | +US$ 200 mi | +18% | 11,6% | 116% | 483 | 23,19% | 2,2 |
|