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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
BIM
1951
Bridgecreek Investment Management
Tulsa,
Oklahoma
| US$ 340 mi | +US$ 45 mi | +15% | 5,92% | 48,4% | 207 | 15,94% | 0,2 |
|
| 1952 |
1952
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| US$ 340 mi | -US$ 23,4 mi | -6% | 6,44% | – | 1 | 0% | 0,3 |
|
| 1953 |
FOAM
1953
Five Oceans Asset Management
Sydney,
Australia
| US$ 339 mi | +US$ 6,32 mi | +2% | 7,83% | – | 50 | 14% | 0,2 |
|
| 1954 |
1954
Gavea Investimentos
Rj,
Brazil
| US$ 339 mi | – | – | 4,84% | 60,3% | 2 | – | 0 |
|
| 1955 |
1955
Neuberger Berman Canada
Toronto,
Ontario, Canada
| US$ 339 mi | -US$ 183 mi | -35% | 6,27% | 15,7% | 360 | 60,56% | 0,2 |
|
| 1956 |
1956
Richard Bernstein Advisors
New York
| US$ 339 mi | +US$ 35,7 mi | +12% | 5,51% | 33,9% | 243 | 2,47% | 0,2 |
|
| 1957 |
1957
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 339 mi | +US$ 50,4 mi | +17% | 6,53% | 52,8% | 51 | 9,8% | 0,2 |
|
| 1958 |
1958
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 338 mi | +US$ 17 mi | +5% | 6,73% | 96,2% | 147 | 7,48% | 0,2 |
|
| 1959 |
PWM
1959
Patriot Wealth Management
Houston,
Texas
| US$ 338 mi | +US$ 21,1 mi | +7% | 7,06% | 24,3% | 55 | 74,55% | 0,2 |
|
| 1960 |
1960
Telemus Capital
Southfield,
Michigan
| US$ 338 mi | – | – | 3,69% | 27,9% | 174 | – | 0 |
|
| 1961 |
RCM
1961
Ratan Capital Management
Miami Beach,
Florida
| US$ 337 mi | +US$ 136 mi | +68% | 8,43% | 616% | 38 | 52,63% | 0,2 |
|
| 1962 |
1962
Glazer Capital LLC
New York
| US$ 337 mi | +US$ 91,3 mi | +37% | 28,3% | 323% | 69 | 73,91% | 0,1 |
|
| 1963 |
IMS
1963
Index Management Solutions
Philadelphia,
Pennsylvania
| US$ 336 mi | – | – | 1,43% | – | 686 | – | 0 |
|
| 1964 |
TAM
1964
Telemark Asset Management
Boston,
Massachusetts
| US$ 336 mi | +US$ 72,9 mi | +28% | 15,6% | 329% | 58 | 46,55% | 0,2 |
|
| 1965 |
1965
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$ 336 mi | +US$ 30,4 mi | +10% | 13,4% | 271% | 619 | 33,28% | 0,2 |
|
| 1966 |
1966
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 336 mi | +US$ 60,6 mi | +22% | 8,92% | 117% | 85 | 14,12% | 0,2 |
|
| 1967 |
1967
Beddow Capital Management
Jackson,
Wyoming
| US$ 336 mi | +US$ 27,4 mi | +9% | 11% | 50,7% | 50 | 14% | 0,2 |
|
| 1968 |
1968
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 335 mi | +US$ 33,6 mi | +11% | 5,44% | 86% | 281 | 22,42% | 0,2 |
|
| 1969 |
1969
Sentinel Trust
Houston,
Texas
| US$ 335 mi | +US$ 1,87 mi | +0,6% | 4,43% | 79,2% | 213 | 20,66% | 0,2 |
|
| 1970 |
1970
Sageview Capital
Greenwich,
Connecticut
| US$ 334 mi | -US$ 33,8 mi | -9% | 0,96% | 335% | 9 | 22,22% | 0,2 |
|
| 1971 |
1971
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$ 334 mi | +US$ 17,3 mi | +5% | 5,01% | 51,3% | 323 | 15,17% | 0,2 |
|
| 1972 |
1972
Northstar Investment Advisors
Denver,
Colorado
| US$ 334 mi | +US$ 14,4 mi | +4% | 2,95% | 85,8% | 108 | 10,19% | 0,2 |
|
| 1973 |
1973
Cabot Wealth Management
Salem,
Massachusetts
| US$ 334 mi | +US$ 43,1 mi | +15% | 11,6% | 69,3% | 191 | 30,89% | 0,2 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| US$ 334 mi | +US$ 32,3 mi | +11% | 8,76% | 66,3% | 40 | 27,5% | 0,2 |
|
| 1975 |
CCM
1975
Calypso Capital Management
New York
| US$ 333 mi | +US$ 126 mi | +61% | 9,53% | – | 33 | 48,48% | 0,1 |
|