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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
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 448 mi | -US$ 4,6 mi | -1% | 1,73% | 70,6% | 284 | 51,76% | 0,6 |
|
| 1952 |
1952
Asset Advisors Corp
Augusta,
Georgia
| US$ 448 mi | +US$ 2,14 mi | +0,5% | 1,41% | 41,4% | 169 | 8,28% | 1,6 |
|
| 1953 |
1953
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| US$ 448 mi | -US$ 159 mi | -26% | 0,75% | 90,4% | 889 | 33,86% | 0,9 |
|
| 1954 |
1954
Signature Estate & Investment Advisors
Los Angeles,
California
| US$ 448 mi | +US$ 68,6 mi | +18% | 0,42% | 84,4% | 99 | 22,22% | 1,1 |
|
| 1955 |
1955
Cobiz Wealth
Denver,
Colorado
| US$ 448 mi | -US$ 275 mil | -0,1% | 0,54% | 54% | 140 | 11,43% | 1,5 |
|
| 1956 |
MCTIC
1956
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 447 mi | +US$ 4,3 mi | +1% | 1,87% | 38,8% | 99 | 7,07% | 1,6 |
|
| 1957 |
1957
Bainco International Investors
Boston,
Massachusetts
| US$ 447 mi | +US$ 3,31 mi | +0,7% | 0,57% | 69,4% | 88 | 5,68% | 1,7 |
|
| 1958 |
1958
Zuckerman Investment Group
Chicago,
Illinois
| US$ 447 mi | -US$ 22,7 mi | -5% | 1,86% | 111% | 55 | 25,45% | 1,3 |
|
| 1959 |
1959
Goldentree Asset Management
New York
| US$ 447 mi | -US$ 144 mi | -24% | 0,67% | 27,7% | 21 | 23,81% | 0,7 |
|
| 1960 |
JDR
1960
Jay D. Rosenbaum
| US$ 447 mi | -US$ 19,9 mi | -4% | 4,04% | 12,9% | 41 | 2,44% | 0,5 |
|
| 1961 |
1961
SFMG Wealth Advisors
Plano,
Texas
| US$ 447 mi | -US$ 791 mi | -64% | 0,69% | 76,1% | 188 | 42,02% | 1,1 |
|
| 1962 |
1962
Carroll Financial Associates
Charlotte,
North Carolina
| US$ 447 mi | +US$ 219 mi | +96% | 1,6% | 79,9% | 1.188 | 31,99% | 1 |
|
| 1963 |
GII
1963
Gryphon International Investment
Toronto,
Ontario, Canada
| US$ 447 mi | -US$ 61,7 mi | -12% | 0% | 5,67% | 23 | 4,35% | 1,6 |
|
| 1964 |
CCC
1964
Chelsea Counsel Company
Los Angeles,
California
| US$ 447 mi | -US$ 17,7 mi | -4% | 2,59% | 106% | 174 | 26,44% | 1,3 |
|
| 1965 |
1965
Appleton Partners
Boston,
Massachusetts
| US$ 446 mi | +US$ 3,05 mi | +0,7% | 1,02% | 101% | 195 | 11,28% | 1,5 |
|
| 1966 |
1966
First Niagara Bank
Lockport,
New York
| US$ 446 mi | -US$ 8,49 mi | -2% | 0,59% | 38,1% | 252 | 12,7% | 1,6 |
|
| 1967 |
CCP
1967
Caymus Capital Partners
The Woodlands,
Texas
| US$ 446 mi | +US$ 133 mi | +43% | 1,35% | 57,3% | 21 | 14,29% | 0,9 |
|
| 1968 |
1968
Central Securities
New York
| US$ 445 mi | +US$ 26,6 mi | +6% | 0,8% | 90,2% | 35 | 14,29% | 1,5 |
|
| 1969 |
1969
First Wilshire Securities Management
Pasadena,
California
| US$ 445 mi | -US$ 44,4 mi | -9% | 3,25% | 135% | 129 | 11,63% | 1,7 |
|
| 1970 |
1970
13D Management
New York
| US$ 444 mi | +US$ 50,9 mi | +13% | 0,31% | 157% | 36 | 27,78% | 0,9 |
|
| 1971 |
1971
Richard C. Young & Co
Newport,
Rhode Island
| US$ 444 mi | -US$ 14,5 mi | -3% | 1,56% | 137% | 73 | 9,59% | 1,4 |
|
| 1972 |
1972
Waratah Capital Advisors
Toronto,
Ontario, Canada
| US$ 443 mi | +US$ 77,2 mi | +21% | 0,87% | 192% | 124 | 54,84% | 0,4 |
|
| 1973 |
1973
Private Wealth Partners
Mill Valley,
California
| US$ 443 mi | +US$ 8,31 mi | +2% | 0,67% | 112% | 154 | 17,53% | 1,5 |
|
| 1974 |
1974
Randolph Company
Cincinnati,
Ohio
| US$ 443 mi | -US$ 18,1 mi | -4% | 2,83% | 120% | 50 | 12% | 0,9 |
|
| 1975 |
1975
Dean Investment Associates
Beavercreek,
Ohio
| US$ 441 mi | +US$ 9,5 mi | +2% | 0,61% | 63,5% | 258 | 27,13% | 1,2 |
|