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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
Keel Point
Huntsville,
Alabama
| US$ 495 mi | +US$ 49,9 mi | +11% | 5,4% | 76,4% | 177 | 14,69% | 1,2 |
|
| 1952 |
1952
Yale University
New Haven,
Connecticut
| US$ 495 mi | -US$ 95,8 mi | -16% | 8,74% | 33,7% | 12 | 66,67% | 0,5 |
|
| 1953 |
1953
Cortland Associates
St Louis,
Missouri
| US$ 494 mi | +US$ 1,82 mi | +0,4% | 8,09% | 57,1% | 54 | 3,7% | 2,3 |
|
| 1954 |
1954
SFMG Wealth Advisors
Plano,
Texas
| US$ 494 mi | +US$ 24,8 mi | +5% | 4,6% | 76,1% | 124 | 12,1% | 2 |
|
| 1955 |
1955
Omni Partners
London,
United Kingdom
| US$ 494 mi | +US$ 46,7 mi | +10% | 14,5% | 412% | 32 | 71,88% | 0,2 |
|
| 1956 |
1956
Crescent Park Management
East Palo Alto,
California
| US$ 493 mi | +US$ 50,8 mi | +11% | 12,5% | 87% | 28 | 25% | 0,9 |
|
| 1957 |
1957
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 491 mi | +US$ 52,1 mi | +12% | 5,01% | 86% | 347 | 20,17% | 2,1 |
|
| 1958 |
1958
Doyle Wealth Management
St. Petersburg,
Florida
| US$ 491 mi | – | – | 2,6% | 32,3% | 134 | – | 0 |
|
| 1959 |
1959
American Assets Investment Management
San Diego,
California
| US$ 491 mi | +US$ 17,8 mi | +4% | 2,73% | 507% | 157 | 12,74% | 2,2 |
|
| 1960 |
1960
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 490 mi | +US$ 32,4 mi | +7% | 0% | 4,8% | 28 | 7,14% | 1,3 |
|
| 1961 |
1961
Alpha Cubed Investments
Irvine,
California
| US$ 489 mi | +US$ 72,6 mi | +17% | 6,22% | 126% | 215 | 25,12% | 1,5 |
|
| 1962 |
1962
Zeke Capital Advisors
Berwyn,
Pennsylvania
| US$ 489 mi | +US$ 120 mi | +32% | 5,5% | 41% | 281 | 35,94% | 0,3 |
|
| 1963 |
1963
Deltec Asset Management
New York
| US$ 489 mi | +US$ 61,2 mi | +14% | 6,69% | 128% | 197 | 31,47% | 1,4 |
|
| 1964 |
1964
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 489 mi | +US$ 29,8 mi | +6% | 6,82% | 64,5% | 86 | 33,72% | 1,2 |
|
| 1965 |
1965
CapWealth Advisors
Franklin,
Tennessee
| US$ 488 mi | +US$ 26,2 mi | +6% | 5,5% | 152% | 105 | 14,29% | 2,6 |
|
| 1966 |
1966
Winslow Asset Management
Beachwood,
Ohio
| US$ 488 mi | +US$ 11,8 mi | +2% | 7,09% | 89,9% | 96 | 5,21% | 3,1 |
|
| 1967 |
1967
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 488 mi | +US$ 7,52 mi | +2% | 5,24% | 106% | 183 | 19,67% | 2,2 |
|
| 1968 |
1968
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$ 487 mi | +US$ 190 mi | +64% | 11,5% | 602% | 24 | 29,17% | 0,6 |
|
| 1969 |
1969
Jacobs & Co
San Francisco,
California
| US$ 487 mi | +US$ 25,6 mi | +6% | 5,36% | 105% | 123 | 3,25% | 3,2 |
|
| 1970 |
GA
1970
GFS Advisors
Houston,
Texas
| US$ 486 mi | +US$ 11,8 mi | +2% | 7,84% | 97,9% | 153 | 18,3% | 2,1 |
|
| 1971 |
1971
First Interstate Bank
Billings,
Montana
| US$ 484 mi | -US$ 23,5 mi | -5% | 3,24% | 48,2% | 778 | 16,45% | 1,5 |
|
| 1972 |
1972
Armistice Capital
New York
| US$ 484 mi | +US$ 61,6 mi | +15% | 4,97% | 79,7% | 66 | 56,06% | 0,5 |
|
| 1973 |
1973
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 484 mi | +US$ 33,4 mi | +7% | 7,69% | 123% | 242 | 38,43% | 1,5 |
|
| 1974 |
1974
John G. Ullman & Associates
Corning,
New York
| US$ 484 mi | +US$ 6,34 mi | +1% | 5,24% | 156% | 129 | 16,28% | 2,4 |
|
| 1975 |
1975
Harvey Investment Company
Louisville,
Kentucky
| US$ 483 mi | +US$ 8,5 mi | +2% | 5,83% | 56,4% | 82 | 3,66% | 3,2 |
|