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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
Annex Advisory Services
Brookfield,
Wisconsin
| US$ 587 mi | +US$ 37 mi | +7% | 3,38% | 85,8% | 135 | 8,89% | 2,7 |
|
| 1952 |
1952
KLS Professional Advisors Group
New York
| US$ 587 mi | -US$ 31,9 mi | -5% | 3,02% | 38% | 29 | 27,59% | 0,9 |
|
| 1953 |
1953
Trinity Street Asset Management
London,
United Kingdom
| US$ 587 mi | +US$ 51,4 mi | +10% | 2,01% | 76,9% | 18 | 22,22% | 1,6 |
|
| 1954 |
1954
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 586 mi | -US$ 16,5 mi | -3% | 0,42% | 70% | 54 | 5,56% | 3,5 |
|
| 1955 |
WDA
1955
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 586 mi | +US$ 30,7 mi | +6% | 5,16% | 46% | 153 | 2,61% | 4,1 |
|
| 1956 |
1956
MAK Capital One
New York
| US$ 586 mi | +US$ 506 mi | +635% | 52,7% | 200% | 4 | 25% | 1,4 |
|
| 1957 |
1957
ORIX Corp
Tokyo,
Japan
| US$ 584 mi | -US$ 35,1 mi | -6% | 5,66% | 11,7% | 1 | 0% | 0,5 |
|
| 1958 |
1958
Middleton & Co
Boston,
Massachusetts
| US$ 584 mi | +US$ 25,7 mi | +5% | 4,84% | 69,7% | 152 | 3,95% | 3,6 |
|
| 1959 |
1959
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 584 mi | +US$ 26,2 mi | +5% | 3,06% | 106% | 185 | 7,57% | 2,9 |
|
| 1960 |
1960
Jag Capital Management
St Louis,
Missouri
| US$ 583 mi | +US$ 42 mi | +8% | 11% | 230% | 111 | 21,62% | 2,6 |
|
| 1961 |
1961
Thomasville National Bank
Thomasville,
Georgia
| US$ 581 mi | +US$ 18,1 mi | +3% | 2,96% | – | 200 | 7% | 2 |
|
| 1962 |
1962
Ensemble Capital Management
San Francisco,
California
| US$ 580 mi | +US$ 45,2 mi | +8% | 5,44% | 36,2% | 38 | 31,58% | 2,8 |
|
| 1963 |
1963
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 579 mi | -US$ 3,91 mi | -0,7% | 2,38% | 72,8% | 85 | 10,59% | 3,4 |
|
| 1964 |
1964
Sound Point Capital Management
New York
| US$ 579 mi | +US$ 26,8 mi | +5% | 15,1% | 61,5% | 37 | 35,14% | 0,8 |
|
| 1965 |
1965
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 578 mi | +US$ 10,7 mi | +2% | 3,45% | 87,5% | 74 | 18,92% | 3,2 |
|
| 1966 |
1966
Garde Capital
Seattle,
Washington
| US$ 578 mi | +US$ 27,2 mi | +5% | 1,12% | 57,6% | 174 | 7,47% | 2,1 |
|
| 1967 |
1967
Citizens Business Bank
Ontario,
California
| US$ 577 mi | +US$ 6,96 mi | +1% | 2,14% | 108% | 280 | 7,5% | 3,2 |
|
| 1968 |
1968
Brown Advisory Securities
Baltimore,
Maryland
| US$ 577 mi | +US$ 39,3 mi | +7% | 4,65% | 51,2% | 435 | 12,18% | 2,7 |
|
| 1969 |
MG
1969
Mitchell Group
Houston,
Texas
| US$ 577 mi | +US$ 59,4 mi | +11% | 15,7% | 0,96% | 34 | 23,53% | 2,7 |
|
| 1970 |
1970
IberiaBank
Lafayette,
Louisiana
| US$ 577 mi | +US$ 74,3 mi | +15% | 2,44% | 39,6% | 222 | 11,71% | 2,3 |
|
| 1971 |
LCM
1971
Lomas Capital Management
New York
| US$ 576 mi | -US$ 40,9 mi | -7% | 6,38% | 66,3% | 36 | 52,78% | 0,9 |
|
| 1972 |
1972
Hunting Hill Global Capital
New York
| US$ 576 mi | -US$ 32,6 mi | -5% | 0,69% | 132% | 34 | 58,82% | 0,5 |
|
| 1973 |
1973
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 576 mi | -US$ 3,82 mi | -0,7% | 2,52% | 97,9% | 26 | 3,85% | 3,1 |
|
| 1974 |
1974
Wintrust Investments
Chicago,
Illinois
| US$ 576 mi | +US$ 182 mi | +46% | 1,38% | 27,5% | 365 | 35,07% | 1 |
|
| 1975 |
1975
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 575 mi | +US$ 31,5 mi | +6% | 2,35% | 86% | 410 | 14,15% | 2,5 |
|