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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
Cadian Capital Management
New York
| US$ 1,38 bi | -US$ 298 mi | -18% | 6,22% | 19,5% | 34 | 47,06% | 0,9 |
|
| 1927 |
1927
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 1,38 bi | +US$ 39,3 mi | +3% | 3,43% | 94,2% | 159 | 7,55% | 6,8 |
|
| 1928 |
1928
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 1,38 bi | +US$ 747 mil | +0,1% | 2,22% | 89,9% | 53 | 9,43% | 3,6 |
|
| 1929 |
1929
AEW Capital Management
Boston,
Massachusetts
| US$ 1,38 bi | -US$ 414 mi | -23% | 1,77% | 37,1% | 45 | 22,22% | 4,8 |
|
| 1930 |
1930
Lyell Wealth Management
Menlo Park,
California
| US$ 1,38 bi | +US$ 34,7 mi | +3% | 2,44% | 144% | 220 | 7,27% | 4,4 |
|
| 1931 |
1931
Moss Adams Wealth Advisors
Seattle,
Washington
| US$ 1,38 bi | +US$ 96,8 mi | +8% | 1,71% | 79,6% | 278 | 14,39% | 1,6 |
|
| 1932 |
1932
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,38 bi | +US$ 41,7 mi | +3% | 2,84% | 81,2% | 177 | 11,86% | 5,2 |
|
| 1933 |
1933
Leo Wealth LLC
Hurst,
Texas
| US$ 1,38 bi | +US$ 607 mi | +79% | 2,65% | – | 433 | 37,18% | 1 |
|
| 1934 |
1934
Fidelis Capital Partners
Tampa,
Florida
| US$ 1,38 bi | +US$ 96 mi | +8% | 5,13% | 115% | 523 | 12,43% | 1,8 |
|
| 1935 |
1935
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,38 bi | +US$ 26,2 mi | +2% | 4,04% | 93,8% | 171 | 8,77% | 5,9 |
|
| 1936 |
1936
Corda Investment Management
Houston,
Texas
| US$ 1,37 bi | -US$ 46,8 mi | -3% | 4,21% | 85% | 84 | 7,14% | 5,2 |
|
| 1937 |
1937
Delta Global Management
New York
| US$ 1,37 bi | +US$ 9,8 mi | +0,7% | 8,85% | – | 228 | 52,63% | 0,4 |
|
| 1938 |
1938
Johns Hopkins University
Baltimore,
Maryland
| US$ 1,37 bi | -US$ 421 mi | -23% | 1,15% | 30,6% | 18 | 33,33% | 1,4 |
|
| 1939 |
1939
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$ 1,37 bi | +US$ 65 mi | +5% | 13,3% | 397% | 245 | 31,02% | 1,5 |
|
| 1940 |
1940
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| US$ 1,37 bi | +US$ 263 mi | +24% | 24% | 82,7% | 4 | 0% | 2,3 |
|
| 1941 |
1941
Stone Ridge Holdings Group
New York
| US$ 1,37 bi | +US$ 1,23 bi | +879% | 3,12% | – | 14 | 7,14% | 0,7 |
|
| 1942 |
OCM
1942
Opti Capital Management
New York
| US$ 1,37 bi | -US$ 229 mi | -14% | 0% | 0,01% | 43 | 0% | 0,5 |
|
| 1943 |
1943
BloombergSen
Toronto,
Ontario, Canada
| US$ 1,37 bi | -US$ 243 mi | -15% | 0,13% | 46,9% | 35 | 25,71% | 3,5 |
|
| 1944 |
1944
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,37 bi | +US$ 22,3 mi | +2% | 2,12% | 59,7% | 353 | 9,92% | 1,8 |
|
| 1945 |
1945
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,37 bi | +US$ 21,8 mi | +2% | 2,09% | 55,5% | 357 | 59,1% | 0,9 |
|
| 1946 |
1946
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 1,37 bi | -US$ 1,51 mi | -0,1% | 3,11% | 116% | 115 | 13,04% | 6 |
|
| 1947 |
1947
Lansdowne Partners (UK)
London,
United Kingdom
| US$ 1,36 bi | +US$ 178 mi | +15% | 6,91% | 293% | 24 | 12,5% | 2,1 |
|
| 1948 |
1948
First Long Island Investors
Jericho,
New York
| US$ 1,36 bi | +US$ 18,4 mi | +1% | 2,21% | 85,5% | 76 | 11,84% | 5,2 |
|
| 1949 |
SPC
1949
Stony Point Capital
New York
| US$ 1,36 bi | -US$ 64,6 mi | -5% | 0,08% | 208% | 36 | 13,89% | 1,6 |
|
| 1950 |
1950
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 1,36 bi | +US$ 203 mi | +17% | 1,54% | 69,5% | 263 | 31,56% | 2,1 |
|