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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
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 426 mi | +US$ 37,2 mi | +10% | 3,13% | 59,5% | 36 | 11,11% | 2,1 |
|
| 1952 |
1952
McDaniel Terry & Co
Austin,
Texas
| US$ 425 mi | +US$ 41,4 mi | +11% | 6,33% | 57,9% | 50 | 12% | 2,2 |
|
| 1953 |
1953
HBK Sorce Advisory
Erie,
Pennsylvania
| US$ 425 mi | +US$ 41,7 mi | +11% | 0,61% | 58,2% | 262 | 23,28% | 1,5 |
|
| 1954 |
1954
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$ 424 mi | +US$ 7,22 mi | +2% | 1,89% | – | 510 | 14,12% | 2,1 |
|
| 1955 |
1955
Comerica Securities
Detroit,
Michigan
| US$ 424 mi | +US$ 24,2 mi | +6% | 1,65% | 25,6% | 383 | 25,59% | 1,1 |
|
| 1956 |
1956
Professional Advisory Services
Vero Beach,
Florida
| US$ 423 mi | +US$ 3,79 mi | +0,9% | 2,8% | 69,3% | 60 | 8,33% | 2 |
|
| 1957 |
1957
Auxier Asset Management
Aurora,
Oregon
| US$ 422 mi | -US$ 18,9 mi | -4% | 0,81% | 71,7% | 149 | 7,38% | 2,4 |
|
| 1958 |
1958
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 422 mi | +US$ 13,4 mi | +3% | 2,59% | 80,1% | 155 | 14,84% | 2 |
|
| 1959 |
1959
Caprock Group
Boise,
Idaho
| US$ 422 mi | +US$ 247 mi | +141% | 0,96% | – | 358 | 80,45% | 0,2 |
|
| 1960 |
1960
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 422 mi | -US$ 17,8 mi | -4% | 0,28% | 76,6% | 180 | 18,89% | 1,5 |
|
| 1961 |
DLG
1961
Daniel L. Goodwin
| US$ 421 mi | +US$ 4,23 mi | +1% | 3,21% | 72,6% | 120 | 13,33% | 1,8 |
|
| 1962 |
SAM
1962
Sandell Asset Management
New York
| US$ 421 mi | +US$ 58,4 mi | +16% | 7,59% | 322% | 32 | 53,13% | 0,5 |
|
| 1963 |
1963
Ashford Capital Management
Wilmington,
Delaware
| US$ 421 mi | -US$ 4,4 mi | -1% | 0,18% | 150% | 113 | 17,7% | 2 |
|
| 1964 |
PGCM
1964
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 420 mi | -US$ 15,7 mi | -4% | 5,68% | 148% | 165 | 19,39% | 1,9 |
|
| 1965 |
AR
1965
Argyll Research
Wilmington,
Delaware
| US$ 420 mi | -US$ 64 mi | -13% | 3,55% | 0,8% | 6 | 0% | 1,6 |
|
| 1966 |
1966
Formula Growth
Montreal,
Quebec, Canada
| US$ 419 mi | -US$ 10,6 mi | -2% | 5,41% | 118% | 194 | 34,02% | 0,2 |
|
| 1967 |
1967
Private Wealth Partners
Mill Valley,
California
| US$ 416 mi | -US$ 11,7 mi | -3% | 0,13% | 112% | 143 | 20,98% | 1,9 |
|
| 1968 |
1968
CNO Financial Group
Carmel,
Indiana
| US$ 416 mi | +US$ 147 mi | +54% | 2,64% | – | 19 | 5,26% | 1,1 |
|
| 1969 |
1969
Pine Brook Road Advisors
Bedford,
New York
| US$ 416 mi | -US$ 26,8 mi | -6% | 10,9% | – | 3 | 0% | 2 |
|
| 1970 |
1970
Oak Hill Advisors
New York
| US$ 416 mi | -US$ 248 mi | -37% | 4,48% | 42,4% | 24 | 16,67% | 1,9 |
|
| 1971 |
1971
Sonora Investment Management
Tucson,
Arizona
| US$ 416 mi | +US$ 31,7 mi | +8% | 0,85% | 32,8% | 1.092 | 26,92% | 0,3 |
|
| 1972 |
1972
Jacobs & Co
San Francisco,
California
| US$ 416 mi | +US$ 29,5 mi | +8% | 2,39% | 105% | 128 | 7,03% | 2,3 |
|
| 1973 |
1973
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 414 mi | +US$ 943 mil | +0,2% | 0,26% | 64,5% | 38 | 5,26% | 1,7 |
|
| 1974 |
1974
Community Bank
Dewitt,
New York
| US$ 414 mi | +US$ 737 mil | +0,2% | 3,45% | 73,5% | 491 | 12,63% | 1 |
|
| 1975 |
JMH
1975
J.M. Hartwell
New York
| US$ 414 mi | -US$ 16,3 mi | -4% | 1,84% | 72,2% | 90 | 18,89% | 2 |
|