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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
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$ 422 mi | +US$ 3,46 mi | +0,8% | 0,8% | 64,6% | 355 | 13,24% | 0,9 |
|
| 1952 |
MRCM
1952
M&R Capital Management
Summit,
New Jersey
| US$ 422 mi | -US$ 3,92 mi | -0,9% | 0,36% | 52,6% | 215 | 5,58% | 1,1 |
|
| 1953 |
1953
Cypress Capital Group
Palm Beach,
Florida
| US$ 421 mi | -US$ 5,77 mi | -1% | 1,61% | 97,8% | 215 | 9,77% | 1,1 |
|
| 1954 |
1954
Cortland Associates
St Louis,
Missouri
| US$ 420 mi | -US$ 81,2 mi | -16% | 0,87% | 57,1% | 42 | 9,52% | 1 |
|
| 1955 |
GIM
1955
Greylin Investment Management
Orange,
Virginia
| US$ 419 mi | +US$ 4,02 mi | +1% | 1,17% | 52,1% | 73 | 17,81% | 0,9 |
|
| 1956 |
1956
McDaniel Terry & Co
Austin,
Texas
| US$ 418 mi | -US$ 1,8 mi | -0,4% | 1,82% | 57,9% | 50 | 6% | 1,1 |
|
| 1957 |
KCA
1957
KR Capital Advisors
New York
| US$ 418 mi | -US$ 23,1 mi | -5% | 3,06% | – | 47 | 8,51% | 1,1 |
|
| 1958 |
1958
Covalent Partners
Concord,
Massachusetts
| US$ 417 mi | +US$ 24,7 mi | +6% | 9,08% | 36,6% | 37 | 24,32% | 0,7 |
|
| 1959 |
1959
Encompass Capital Advisors
New York
| US$ 417 mi | +US$ 68,4 mi | +20% | 11% | 364% | 39 | 76,92% | 0,1 |
|
| 1960 |
1960
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 417 mi | +US$ 2,05 mi | +0,5% | 1,12% | 96,2% | 154 | 2,6% | 1,1 |
|
| 1961 |
SC
1961
Salzman & Co
Pittsford,
New York
| US$ 416 mi | +US$ 108 mi | +35% | 7,12% | 15,7% | 22 | 50% | 0,2 |
|
| 1962 |
1962
Trinity Street Asset Management
London,
United Kingdom
| US$ 416 mi | +US$ 70 mi | +20% | 2,06% | 76,9% | 17 | 17,65% | 0,6 |
|
| 1963 |
1963
Summit Partners
Boston,
Massachusetts
| US$ 416 mi | -US$ 7,74 mi | -2% | 2,45% | 13,7% | 6 | 16,67% | 0,7 |
|
| 1964 |
1964
Blum Capital Partners
San Francisco,
California
| US$ 415 mi | -US$ 177 mi | -30% | 7,8% | 47,9% | 5 | 20% | 1,3 |
|
| 1965 |
1965
Reilly Financial Advisors
La Mesa,
California
| US$ 414 mi | -US$ 7,08 mi | -2% | 0,9% | 99% | 893 | 15,01% | 0,9 |
|
| 1966 |
DS
1966
Dalal Street
West Lake Hills,
Texas
| US$ 414 mi | -US$ 66,8 mi | -14% | 2,83% | 92,7% | 11 | 36,36% | 0,7 |
|
| 1967 |
1967
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 414 mi | -US$ 8,79 mi | -2% | 0,03% | 66,7% | 145 | 4,14% | 1,2 |
|
| 1968 |
1968
Professional Advisory Services
Vero Beach,
Florida
| US$ 414 mi | +US$ 1,58 mi | +0,4% | 0,66% | 69,3% | 63 | 11,11% | 0,9 |
|
| 1969 |
1969
Empirical Wealth Management
Seattle,
Washington
| US$ 413 mi | +US$ 10,1 mi | +3% | 1,63% | 78,8% | 110 | 13,64% | 1 |
|
| 1970 |
1970
Tegean Capital Management
New York
| US$ 413 mi | +US$ 9,36 mi | +2% | 0,85% | – | 20 | 45% | 0,6 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 412 mi | +US$ 42,3 mi | +11% | 2,97% | 52,8% | 56 | 21,43% | 1 |
|
| 1972 |
1972
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 412 mi | -US$ 6,26 mi | -1% | 0,12% | 34% | 93 | 7,53% | 1,1 |
|
| 1973 |
1973
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 412 mi | -US$ 7,38 mi | -2% | 1% | 125% | 164 | 18,29% | 1 |
|
| 1974 |
1974
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 412 mi | -US$ 52,2 mi | -11% | 7,44% | 96% | 127 | 28,35% | 0,8 |
|
| 1975 |
1975
SC XII Management
Menlo Park,
California
| US$ 412 mi | -US$ 53,7 mi | -12% | 6,78% | 73,4% | 4 | 50% | 0,5 |
|