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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
Provident Investment Management
Novi,
Michigan
| US$ 423 mi | +US$ 20 mi | +5% | 6,79% | 69,5% | 54 | 12,96% | 0,8 |
|
| 1952 |
1952
Sector Gamma AS
Oslo,
Norway
| US$ 423 mi | +US$ 5,68 mi | +1% | 3,9% | 35,3% | 37 | 32,43% | 0,6 |
|
| 1953 |
1953
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 422 mi | +US$ 36,3 mi | +9% | 4,79% | 66,7% | 147 | 8,84% | 0,9 |
|
| 1954 |
BPM
1954
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 422 mi | +US$ 2,86 mi | +0,7% | 5,19% | 45,7% | 140 | 45,71% | 0,7 |
|
| 1955 |
1955
Reilly Financial Advisors
La Mesa,
California
| US$ 422 mi | +US$ 2,24 mi | +0,5% | 4,64% | 99% | 942 | 27,92% | 0,7 |
|
| 1956 |
1956
Foxhaven Asset Management
Charlottesville,
Virginia
| US$ 421 mi | +US$ 54,1 mi | +15% | 6,81% | 88,2% | 29 | 37,93% | 0,3 |
|
| 1957 |
PCM
1957
Panning Capital Management
New York
| US$ 421 mi | +US$ 177 mi | +73% | 17,4% | 349% | 16 | 56,25% | 0,4 |
|
| 1958 |
1958
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 421 mi | -US$ 50,3 mi | -11% | 0,49% | 70,2% | 45 | 15,56% | 0,7 |
|
| 1959 |
1959
McDaniel Terry & Co
Austin,
Texas
| US$ 420 mi | +US$ 26,4 mi | +7% | 6,81% | 57,9% | 50 | 8% | 0,9 |
|
| 1960 |
1960
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 419 mi | -US$ 20,8 mi | -5% | 2,71% | 229% | 40 | 7,5% | 0,9 |
|
| 1961 |
1961
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 419 mi | +US$ 15,2 mi | +4% | 4,23% | 70% | 39 | 0% | 0,9 |
|
| 1962 |
T
1962
Tahithromos
New York
| US$ 419 mi | +US$ 3,33 mi | +0,8% | 2,4% | 16,4% | 49 | 38,78% | 0,6 |
|
| 1963 |
1963
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 419 mi | +US$ 5,94 mi | +1% | 3,88% | 125% | 156 | 12,82% | 0,9 |
|
| 1964 |
1964
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$ 419 mi | +US$ 48,8 mi | +13% | 4,1% | 64,6% | 353 | 16,15% | 0,8 |
|
| 1965 |
1965
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 418 mi | +US$ 17,7 mi | +4% | 4,15% | 34% | 91 | 9,89% | 0,9 |
|
| 1966 |
1966
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$ 417 mi | +US$ 18,1 mi | +5% | 8,2% | 307% | 180 | 54,44% | 0,4 |
|
| 1967 |
1967
Bragg Financial Advisors
Charlotte,
North Carolina
| US$ 417 mi | +US$ 8,1 mi | +2% | 3,87% | 101% | 232 | 1,72% | 0,9 |
|
| 1968 |
1968
Davidson & Garrard
Lynchburg,
Virginia
| US$ 417 mi | +US$ 14,5 mi | +4% | 4,22% | 25,2% | 196 | 8,67% | 0,9 |
|
| 1969 |
1969
Oceanic Investment Management
Douglas,
Isle Of Man
| US$ 416 mi | +US$ 132 mi | +47% | 7,73% | – | 25 | 64% | 0,3 |
|
| 1970 |
1970
Highmount Capital
New York
| US$ 416 mi | -US$ 13,7 mi | -3% | 4,47% | – | 149 | 8,05% | 0,9 |
|
| 1971 |
1971
RBF Capital
San Francisco,
California
| US$ 416 mi | +US$ 6,23 mi | +2% | 2,46% | 147% | 300 | 10,33% | 0,9 |
|
| 1972 |
1972
Brookmont Capital Management
Dallas,
Texas
| US$ 415 mi | +US$ 51,1 mi | +14% | 3,38% | 36,6% | 43 | 0% | 1 |
|
| 1973 |
1973
Strategic Investment Management
Arlington,
Virginia
| US$ 415 mi | -US$ 231 mi | -36% | 5,2% | 53,4% | 131 | 67,18% | 0,2 |
|
| 1974 |
GIM
1974
Greylin Investment Management
Orange,
Virginia
| US$ 415 mi | +US$ 2,14 mi | +0,5% | 0,8% | 52,1% | 75 | 20% | 0,7 |
|
| 1975 |
1975
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 414 mi | +US$ 20,8 mi | +5% | 4,75% | 96,2% | 158 | 8,86% | 0,9 |
|