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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
Burnham Asset Management
New York
| US$ 441 mi | -US$ 13,6 mi | -3% | 1,46% | 39,5% | 249 | 9,24% | 1,3 |
|
| 1952 |
1952
Callan Capital
La Jolla,
California
| US$ 441 mi | +US$ 79,3 mi | +22% | 23,2% | 20,1% | 76 | 19,74% | 0,9 |
|
| 1953 |
1953
Rafferty Asset Management
New York
| US$ 441 mi | -US$ 489 mi | -53% | 0,37% | 238% | 410 | 27,8% | 0,7 |
|
| 1954 |
1954
Trinity Street Asset Management
London,
United Kingdom
| US$ 440 mi | +US$ 23,7 mi | +6% | 5,94% | 76,9% | 15 | 6,67% | 0,8 |
|
| 1955 |
1955
StepStone Group
La Jolla,
California
| US$ 439 mi | +US$ 13,3 mi | +3% | 7,39% | 107% | 17 | 17,65% | 0,9 |
|
| 1956 |
QCMC
1956
Quantum Capital Management (California)
San Francisco,
California
| US$ 439 mi | -US$ 68,3 mi | -13% | 6,83% | 53,7% | 196 | 21,94% | 1,1 |
|
| 1957 |
1957
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 439 mi | +US$ 27,1 mi | +7% | 6,64% | 125% | 174 | 19,54% | 1,1 |
|
| 1958 |
1958
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 439 mi | +US$ 25,3 mi | +6% | 6,37% | 66,7% | 151 | 9,27% | 1,3 |
|
| 1959 |
1959
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 438 mi | +US$ 13,7 mi | +3% | 7,25% | 70,6% | 291 | 53,26% | 0,5 |
|
| 1960 |
1960
Bridges Investment Counsel
Omaha,
Nebraska
| US$ 437 mi | +US$ 3,31 mi | +0,8% | 4,16% | 33,7% | 160 | 3,75% | 1,4 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| US$ 437 mi | +US$ 7,53 mi | +2% | 5,38% | 54% | 136 | 11,03% | 1,3 |
|
| 1962 |
1962
Efficient Advisors
Mason,
Ohio
| US$ 437 mi | +US$ 4,6 mi | +1% | 0,27% | 30,6% | 29 | 0% | 1,2 |
|
| 1963 |
1963
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 437 mi | -US$ 20,8 mi | -5% | 3,75% | 23,3% | 54 | 29,63% | 1 |
|
| 1964 |
1964
TD Capital Management
Memphis,
Tennessee
| US$ 437 mi | -US$ 2,99 mi | -0,7% | 1,37% | 40,5% | 169 | 10,06% | 1,2 |
|
| 1965 |
1965
Appleton Partners
Boston,
Massachusetts
| US$ 437 mi | +US$ 8,54 mi | +2% | 4,87% | 101% | 198 | 13,13% | 1,2 |
|
| 1966 |
1966
Brighton Jones LLC
Seattle,
Washington
| US$ 437 mi | -US$ 8,54 mi | -2% | 2,09% | 97,9% | 222 | 17,57% | 1,2 |
|
| 1967 |
1967
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 437 mi | +US$ 20,1 mi | +5% | 5,02% | 96,2% | 165 | 9,7% | 1,3 |
|
| 1968 |
1968
NBW Capital
Boston,
Massachusetts
| US$ 436 mi | -US$ 29,7 mi | -6% | 2,44% | 86% | 87 | 14,94% | 1,2 |
|
| 1969 |
1969
Mazama Capital Management
Portland,
Oregon
| US$ 435 mi | +US$ 42,3 mi | +11% | 7,4% | – | 338 | 36,69% | 0,7 |
|
| 1970 |
1970
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$ 434 mi | +US$ 12,2 mi | +3% | 2,52% | 64,6% | 368 | 18,21% | 1,1 |
|
| 1971 |
1971
300 North Capital
Pasadena,
California
| US$ 434 mi | +US$ 57,5 mi | +15% | 9,48% | – | 129 | 22,48% | 0,8 |
|
| 1972 |
1972
Catawba Capital Management
Roanoke,
Virginia
| US$ 433 mi | +US$ 3,57 mi | +0,8% | 4,99% | 33,1% | 267 | 14,61% | 1,3 |
|
| 1973 |
1973
Dean Investment Associates
Beavercreek,
Ohio
| US$ 432 mi | +US$ 21 mi | +5% | 5,72% | 63,5% | 259 | 29,34% | 1 |
|
| 1974 |
1974
Davidson & Garrard
Lynchburg,
Virginia
| US$ 432 mi | +US$ 20,3 mi | +5% | 2,31% | 25,2% | 197 | 11,68% | 1,3 |
|
| 1975 |
1975
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$ 432 mi | -US$ 172 mi | -28% | 4,74% | 58,1% | 678 | 32,74% | 0,9 |
|