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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
Auxier Asset Management
Aurora,
Oregon
| US$ 447 mi | +US$ 10,1 mi | +2% | 2,09% | 71,7% | 153 | 5,23% | 2,6 |
|
| 1952 |
1952
Brandywine Managers
Hockessin,
Delaware
| US$ 447 mi | -US$ 56,6 mi | -11% | 5,38% | 96,3% | 3 | 0% | 1,5 |
|
| 1953 |
1953
Middleton & Co
Boston,
Massachusetts
| US$ 446 mi | +US$ 11,3 mi | +3% | 3,79% | 69,7% | 166 | 12,05% | 2,4 |
|
| 1954 |
MCTIC
1954
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 446 mi | -US$ 2,72 mi | -0,6% | 3,35% | 38,8% | 92 | 9,78% | 2,6 |
|
| 1955 |
1955
Strategy Asset Managers
Pasadena,
California
| US$ 446 mi | +US$ 6,08 mi | +1% | 1,74% | 115% | 152 | 32,24% | 2 |
|
| 1956 |
AAM
1956
Autus Asset Management
Scottsdale,
Arizona
| US$ 446 mi | +US$ 7,09 mi | +2% | 2,71% | 26,3% | 159 | 5,03% | 2,3 |
|
| 1957 |
1957
BTR Capital Management
Oakland,
California
| US$ 446 mi | +US$ 10,1 mi | +2% | 3,6% | 35% | 172 | 13,95% | 2,3 |
|
| 1958 |
OFM
1958
Okumus Fund Management
Grand Cayman,
Cayman Islands
| US$ 445 mi | -US$ 132 mi | -23% | 5,35% | 8,26% | 13 | 30,77% | 1 |
|
| 1959 |
1959
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| US$ 444 mi | +US$ 9,2 mi | +2% | 3,02% | 86% | 290 | 4,14% | 1,8 |
|
| 1960 |
1960
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 444 mi | +US$ 54,7 mi | +14% | 2,55% | 22,5% | 100 | 31% | 1,1 |
|
| 1961 |
1961
Tensile Capital Management
Larkspur,
California
| US$ 444 mi | +US$ 32,2 mi | +8% | 11,8% | 47,7% | 19 | 5,26% | 1,6 |
|
| 1962 |
1962
Dragoneer Investment Group
San Francisco,
California
| US$ 443 mi | +US$ 48,1 mi | +12% | 20,1% | 77,3% | 22 | 45,45% | 0,7 |
|
| 1963 |
1963
Colrain Capital
Boston,
Massachusetts
| US$ 443 mi | -US$ 58,9 mi | -12% | 4,13% | – | 91 | 13,19% | 2,2 |
|
| 1964 |
1964
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 443 mi | +US$ 36,7 mi | +9% | 3,12% | 106% | 222 | 21,62% | 1,5 |
|
| 1965 |
1965
Formula Growth
Montreal,
Quebec, Canada
| US$ 442 mi | +US$ 31,4 mi | +8% | 10,9% | 118% | 183 | 34,97% | 0,5 |
|
| 1966 |
HAM
1966
Hillcrest Asset Management
Plano,
Texas
| US$ 442 mi | +US$ 45,1 mi | +11% | 9,16% | 97,2% | 55 | 18,18% | 1,3 |
|
| 1967 |
1967
Deltec Asset Management
New York
| US$ 442 mi | +US$ 44 mi | +11% | 11,3% | 128% | 180 | 28,89% | 1,4 |
|
| 1968 |
1968
Caprock Group
Boise,
Idaho
| US$ 441 mi | +US$ 30,6 mi | +7% | 4,79% | – | 393 | 36,9% | 0,5 |
|
| 1969 |
1969
Clearfield Capital Management
New York
| US$ 441 mi | +US$ 111 mi | +34% | 4,26% | 421% | 13 | 30,77% | 0,5 |
|
| 1970 |
1970
Moneta Group Investment Advisors
St Louis,
Missouri
| US$ 441 mi | -US$ 16,5 mi | -4% | 4,67% | 64% | 165 | 20% | 1,9 |
|
| 1971 |
1971
Abner Herrman & Brock
Jersey City,
New Jersey
| US$ 440 mi | +US$ 10,6 mi | +2% | 3,24% | 156% | 127 | 7,09% | 1,8 |
|
| 1972 |
1972
SkyBridge Capital II
New York
| US$ 440 mi | +US$ 61,5 mi | +16% | 6,84% | – | 30 | 0% | 0,5 |
|
| 1973 |
1973
Vicus Capital
State College,
Pennsylvania
| US$ 440 mi | +US$ 27,3 mi | +7% | 2,01% | 59,6% | 234 | 26,07% | 1,6 |
|
| 1974 |
1974
Professional Advisory Services
Vero Beach,
Florida
| US$ 439 mi | +US$ 1,66 mi | +0,4% | 2,61% | 69,3% | 60 | 8,33% | 2,3 |
|
| 1975 |
1975
Petrus Trust Company
Dallas,
Texas
| US$ 438 mi | -US$ 4,52 mi | -1% | 5,95% | 36,9% | 227 | 47,58% | 0,9 |
|