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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
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 453 mi | -US$ 8,86 mi | -2% | 1,83% | 70% | 39 | 5,13% | 1,5 |
|
| 1952 |
1952
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 452 mi | +US$ 14,4 mi | +3% | 4,7% | 70,6% | 283 | 54,42% | 0,5 |
|
| 1953 |
1953
Beacon Financial Group
Dallas,
Texas
| US$ 451 mi | -US$ 31,5 mi | -7% | 0,48% | 66,6% | 196 | 21,43% | 1,1 |
|
| 1954 |
1954
Bernzott Capital Advisors
Camarillo,
California
| US$ 451 mi | -US$ 9,05 mi | -2% | 3,08% | 46,6% | 56 | 19,64% | 1,2 |
|
| 1955 |
PWM
1955
Patriot Wealth Management
Houston,
Texas
| US$ 450 mi | +US$ 22,1 mi | +5% | 1,56% | 24,3% | 65 | 10,77% | 1,3 |
|
| 1956 |
SCM
1956
SeaStone Capital Management
New York
| US$ 449 mi | -US$ 194 mi | -30% | 6,7% | 17,6% | 46 | 52,17% | 0,6 |
|
| 1957 |
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$ 449 mi | -US$ 12,5 mi | -3% | 1,37% | 45,9% | 86 | 11,63% | 1,2 |
|
| 1958 |
1958
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 449 mi | -US$ 7,6 mi | -2% | 0,04% | 68% | 135 | 7,41% | 1,5 |
|
| 1959 |
1959
Prospera Financial Services
Dallas,
Texas
| US$ 449 mi | +US$ 47,8 mi | +12% | 2,23% | 97,4% | 363 | 31,4% | 0,9 |
|
| 1960 |
1960
Gratus Capital
Atlanta,
Georgia
| US$ 449 mi | +US$ 26,2 mi | +6% | 0,35% | 51,4% | 105 | 34,29% | 0,2 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| US$ 448 mi | +US$ 10,8 mi | +2% | 3,88% | 54% | 136 | 10,29% | 1,4 |
|
| 1962 |
1962
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 448 mi | -US$ 14,2 mi | -3% | 0,47% | 22,5% | 85 | 32,94% | 0,8 |
|
| 1963 |
1963
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 447 mi | +US$ 16,8 mi | +4% | 1,53% | 52,8% | 63 | 12,7% | 1,3 |
|
| 1964 |
1964
Corbyn Investment Management
Lutherville,
Maryland
| US$ 447 mi | -US$ 76 mi | -15% | 2,53% | 71,9% | 52 | 17,31% | 1,3 |
|
| 1965 |
1965
LS Power Partners II
New York
| US$ 447 mi | +US$ 3,95 mi | +0,9% | 3,34% | 27,3% | 1 | 0% | 1,8 |
|
| 1966 |
1966
Howe & Rusling
Rochester,
New York
| US$ 446 mi | +US$ 29,1 mi | +7% | 3,88% | 82% | 1.034 | 18,28% | 1,1 |
|
| 1967 |
1967
NBW Capital
Boston,
Massachusetts
| US$ 446 mi | +US$ 10,2 mi | +2% | 2,33% | 86% | 83 | 16,87% | 1,3 |
|
| 1968 |
1968
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 446 mi | +US$ 9,1 mi | +2% | 1,93% | 96,2% | 172 | 8,72% | 1,4 |
|
| 1969 |
1969
Asset Advisors Corp
Augusta,
Georgia
| US$ 446 mi | -US$ 7,08 mi | -2% | 0,39% | 41,4% | 168 | 11,31% | 1,4 |
|
| 1970 |
1970
Grace Capital
Quincy,
Massachusetts
| US$ 445 mi | +US$ 29,3 mi | +7% | 2,06% | 127% | 107 | 17,76% | 1,3 |
|
| 1971 |
1971
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 445 mi | – | – | 0,85% | 106% | 171 | – | 1 |
|
| 1972 |
ACM
1972
Astenbeck Capital Management
Southport,
Connecticut
| US$ 445 mi | +US$ 341 mi | +329% | 1,27% | 12,4% | 21 | 42,86% | 0,3 |
|
| 1973 |
1973
Bainco International Investors
Boston,
Massachusetts
| US$ 444 mi | +US$ 21,8 mi | +5% | 2,27% | 69,4% | 93 | 15,05% | 1,4 |
|
| 1974 |
1974
Appleton Partners
Boston,
Massachusetts
| US$ 443 mi | +US$ 6,59 mi | +2% | 3,74% | 101% | 197 | 14,72% | 1,3 |
|
| 1975 |
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 443 mi | -US$ 3,21 mi | -0,7% | 2,79% | 38,8% | 100 | 5% | 1,4 |
|