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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 |
1951
Obermeyer Wealth Partners
Aspen,
Colorado
| US$ 392 mi | +US$ 35,5 mi | +10% | 9,03% | 91,3% | 66 | 16,67% | 0,4 |
|
| 1952 |
1952
ACG Wealth
Atlanta,
Georgia
| US$ 391 mi | +US$ 149 mi | +62% | 11,6% | 45,5% | 186 | 55,38% | 0,2 |
|
| 1953 |
1953
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 390 mi | +US$ 30 mi | +8% | 5,03% | 23,3% | 56 | 41,07% | 0,4 |
|
| 1954 |
1954
Toscafund Asset Management
London,
United Kingdom
| US$ 389 mi | +US$ 166 mi | +74% | 17,1% | 80,9% | 19 | 47,37% | 0,3 |
|
| 1955 |
1955
Myriad Asset Management
North Point,
Hong Kong
| US$ 387 mi | +US$ 274 mi | +243% | 16% | 149% | 36 | 47,22% | 0,1 |
|
| 1956 |
1956
ProVise Management Group
Clearwater,
Florida
| US$ 387 mi | +US$ 34,4 mi | +10% | 7,65% | 66,8% | 324 | 16,67% | 0,4 |
|
| 1957 |
1957
Tompkins Financial
Ithaca,
New York
| US$ 386 mi | +US$ 28,3 mi | +8% | 7,43% | 84,4% | 568 | 24,12% | 0,4 |
|
| 1958 |
CC
1958
ClearArc Capital
Cincinnati,
Ohio
| US$ 386 mi | +US$ 28,3 mi | +8% | 11% | 63,4% | 399 | 12,28% | 0,5 |
|
| 1959 |
1959
EP Wealth Advisors
Torrance,
California
| US$ 386 mi | +US$ 67,3 mi | +21% | 9,98% | – | 129 | 21,71% | 0,4 |
|
| 1960 |
JEW
1960
Jamison Eaton & Wood
Bedminster,
New Jersey
| US$ 385 mi | +US$ 22,2 mi | +6% | 10,1% | – | 257 | 56,03% | 0,5 |
|
| 1961 |
1961
Professional Advisory Services
Vero Beach,
Florida
| US$ 385 mi | +US$ 30,2 mi | +9% | 9,44% | 69,3% | 50 | 14% | 0,4 |
|
| 1962 |
1962
Foundation Asset Management
White Plains,
New York
| US$ 384 mi | +US$ 22,5 mi | +6% | 17,8% | 126% | 29 | 51,72% | 0,3 |
|
| 1963 |
1963
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$ 384 mi | +US$ 35,7 mi | +10% | 9,51% | – | 294 | 7,82% | 0,5 |
|
| 1964 |
1964
FrontFour Capital Group
Greenwich,
Connecticut
| US$ 384 mi | -US$ 237 mi | -38% | 9,56% | 8,55% | 60 | 65% | 0,2 |
|
| 1965 |
GMCM
1965
Gruber & McBaine Capital Management
San Francisco,
California
| US$ 383 mi | +US$ 51 mi | +15% | 14,4% | – | 192 | 34,38% | 0,3 |
|
| 1966 |
1966
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$ 383 mi | +US$ 28,5 mi | +8% | 10,1% | 49,7% | 785 | 3,06% | 0,5 |
|
| 1967 |
1967
Cabot Wealth Management
Salem,
Massachusetts
| US$ 382 mi | +US$ 48,5 mi | +15% | 7,29% | 69,3% | 165 | 19,39% | 0,4 |
|
| 1968 |
1968
Itau USA Asset Management
New York
| US$ 382 mi | -US$ 7,7 mi | -2% | 1,28% | 15,8% | 129 | 10,85% | 0,4 |
|
| 1969 |
MRCM
1969
M&R Capital Management
Summit,
New Jersey
| US$ 382 mi | +US$ 25,9 mi | +7% | 9,34% | 52,6% | 214 | 13,08% | 0,4 |
|
| 1970 |
1970
Middleton & Co
Boston,
Massachusetts
| US$ 382 mi | +US$ 1,75 mi | +0,5% | 10,7% | 81,8% | 152 | 19,74% | 0,4 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 382 mi | +US$ 43,2 mi | +13% | 7,04% | 52,8% | 55 | 16,36% | 0,4 |
|
| 1972 |
1972
Jacobs Asset Management
New York
| US$ 382 mi | +US$ 12 mi | +3% | 13,5% | 114% | 49 | 20,41% | 0,4 |
|
| 1973 |
1973
Petrus Trust Company
Dallas,
Texas
| US$ 381 mi | +US$ 2,55 mi | +0,7% | 7,66% | 36,9% | 47 | 6,38% | 0,5 |
|
| 1974 |
1974
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$ 381 mi | -US$ 71,2 mi | -16% | 4,23% | 88,9% | 185 | 83,78% | 0,1 |
|
| 1975 |
1975
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 381 mi | +US$ 22,9 mi | +6% | 6,41% | 105% | 2 | 0% | 0,5 |
|