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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
Gratus Capital
Atlanta,
Georgia
| US$ 414 mi | -US$ 14,7 mi | -3% | 5,03% | 51,4% | 104 | 22,12% | 0,6 |
|
| 1952 |
1952
SFMG Wealth Advisors
Plano,
Texas
| US$ 414 mi | -US$ 33,4 mi | -7% | 2,55% | 76,1% | 135 | 26,67% | 1,3 |
|
| 1953 |
1953
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 413 mi | -US$ 370 mi | -47% | 11% | 198% | 185 | 15,68% | 1,8 |
|
| 1954 |
ASA
1954
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 412 mi | -US$ 49,7 mi | -11% | 8,31% | 51,2% | 42 | 2,38% | 1,9 |
|
| 1955 |
1955
Ardsley Advisory Partners
Stamford,
Connecticut
| US$ 412 mi | -US$ 384 mi | -48% | 18,7% | 555% | 228 | 65,35% | 0,5 |
|
| 1956 |
1956
Cadinha & Co
Honolulu,
Hawaii
| US$ 412 mi | -US$ 89,9 mi | -18% | 5,02% | 132% | 117 | 15,38% | 1,8 |
|
| 1957 |
1957
Cobiz Wealth
Denver,
Colorado
| US$ 412 mi | -US$ 36 mi | -8% | 5,26% | 54% | 145 | 11,72% | 1,7 |
|
| 1958 |
1958
Alexandria Capital
Arlington,
Virginia
| US$ 411 mi | -US$ 38,8 mi | -9% | 8,02% | 66,8% | 658 | 13,68% | 1,7 |
|
| 1959 |
1959
Chemung Canal Trust
Elmira,
New York
| US$ 411 mi | -US$ 45,4 mi | -10% | 6,92% | 80,9% | 137 | 7,3% | 1,9 |
|
| 1960 |
1960
Providence Equity Partners
Providence,
Rhode Island
| US$ 411 mi | -US$ 105 mi | -20% | 18,7% | 12,4% | 3 | 0% | 2,3 |
|
| 1961 |
GWM
1961
Gupta Wealth Management
San Diego,
California
| US$ 410 mi | +US$ 3,1 mi | +0,8% | 5,39% | – | 1.427 | 24,81% | 0,4 |
|
| 1962 |
SA
1962
Smithwood Advisers
Los Angeles,
California
| US$ 410 mi | -US$ 291 mi | -41% | 20,9% | 23,3% | 23 | 60,87% | 0,5 |
|
| 1963 |
GII
1963
Gryphon International Investment
Toronto,
Ontario, Canada
| US$ 410 mi | -US$ 37 mi | -8% | 0,4% | 5,67% | 23 | 8,7% | 1,7 |
|
| 1964 |
1964
Aristotle Capital Boston
Boston,
Massachusetts
| US$ 410 mi | -US$ 29,5 mi | -7% | 4,93% | 72,2% | 107 | 8,41% | 0,7 |
|
| 1965 |
1965
Bainco International Investors
Boston,
Massachusetts
| US$ 410 mi | -US$ 37,7 mi | -8% | 4,67% | 69,4% | 90 | 20% | 1,9 |
|
| 1966 |
1966
Park Avenue Securities
New York
| US$ 409 mi | +US$ 1,96 mi | +0,5% | 6,06% | 71% | 38 | 42,11% | 0,4 |
|
| 1967 |
MCTIC
1967
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 409 mi | -US$ 38,3 mi | -9% | 7,57% | 38,8% | 93 | 6,45% | 1,8 |
|
| 1968 |
1968
Beacon Financial Group
Dallas,
Texas
| US$ 409 mi | -US$ 52,1 mi | -11% | 4,62% | 66,6% | 184 | 21,2% | 1,4 |
|
| 1969 |
1969
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$ 408 mi | -US$ 17,1 mi | -4% | 5,2% | 93,9% | 389 | 22,37% | 1,5 |
|
| 1970 |
1970
Asset Advisors Corp
Augusta,
Georgia
| US$ 408 mi | -US$ 40,1 mi | -9% | 4,32% | 41,4% | 178 | 11,24% | 1,8 |
|
| 1971 |
1971
JMG Financial Group
Downers Grove,
Illinois
| US$ 408 mi | -US$ 25,3 mi | -6% | 9,62% | 58,7% | 56 | 1,79% | 2,1 |
|
| 1972 |
1972
Planning Alternatives
Birmingham,
Michigan
| US$ 407 mi | -US$ 67,1 mi | -14% | 7,48% | 69,6% | 47 | 6,38% | 1,7 |
|
| 1973 |
1973
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 407 mi | -US$ 150 mi | -27% | 8,69% | – | 111 | 17,12% | 1,3 |
|
| 1974 |
1974
Arrow Investment Advisors
Laurel,
Maryland
| US$ 407 mi | -US$ 90,1 mi | -18% | 6,16% | 36,3% | 89 | 25,84% | 1 |
|
| 1975 |
1975
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 406 mi | -US$ 41,4 mi | -9% | 3,13% | 70,6% | 311 | 60,77% | 0,5 |
|