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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
Harvest Fund Management
Beijing,
China
| US$ 587 mi | +US$ 110 mi | +23% | 26,1% | 327% | 413 | 33,17% | 0,8 |
|
| 1952 |
1952
Jacobs & Co
San Francisco,
California
| US$ 587 mi | +US$ 79,8 mi | +16% | 13,1% | 105% | 135 | 17,04% | 4,1 |
|
| 1953 |
1953
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$ 586 mi | +US$ 71 mi | +14% | 10,8% | 65,6% | 1.329 | 8,28% | 1,3 |
|
| 1954 |
1954
Symmetry Partners
Glastonbury,
Connecticut
| US$ 586 mi | +US$ 193 mi | +49% | 10% | 61,4% | 445 | 20,9% | 0,4 |
|
| 1955 |
1955
Aptus Capital Advisors
Fairhope,
Alabama
| US$ 585 mi | +US$ 206 mi | +54% | 10,5% | 67% | 332 | 55,12% | 0,1 |
|
| 1956 |
1956
Matrix Asset Advisors
White Plains,
New York
| US$ 585 mi | +US$ 46,8 mi | +9% | 11,3% | 84,9% | 73 | 12,33% | 4,2 |
|
| 1957 |
1957
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$ 585 mi | +US$ 95 mi | +19% | 15,1% | 119% | 165 | 27,27% | 2,2 |
|
| 1958 |
1958
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 585 mi | +US$ 87 mi | +17% | 9,97% | 54,5% | 105 | 20,95% | 2,3 |
|
| 1959 |
1959
Centaurus Financial
Anaheim,
California
| US$ 585 mi | +US$ 132 mi | +29% | 14% | 83,5% | 592 | 27,36% | 0,8 |
|
| 1960 |
1960
Vista Equity Partners Management
San Francisco,
California
| US$ 585 mi | -US$ 259 mi | -31% | 35,5% | 3,45% | 34 | 55,88% | 0,6 |
|
| 1961 |
1961
Silverback Asset Management
Chapel Hill,
North Carolina
| US$ 584 mi | +US$ 43,7 mi | +8% | 0,88% | 92,1% | 52 | 23,08% | 0,7 |
|
| 1962 |
1962
McDaniel Terry & Co
Austin,
Texas
| US$ 584 mi | +US$ 67,7 mi | +13% | 13,4% | 57,9% | 64 | 6,25% | 4,1 |
|
| 1963 |
1963
Trigran Investments
Northbrook,
Illinois
| US$ 584 mi | +US$ 45,1 mi | +8% | 12,4% | 30,2% | 24 | 20,83% | 2,5 |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| US$ 584 mi | +US$ 192 mi | +49% | 32,6% | 375% | 24 | 45,83% | 0,5 |
|
| 1965 |
1965
Estate Counselors
Thiensville,
Wisconsin
| US$ 584 mi | +US$ 88,7 mi | +18% | 8,87% | 60% | 73 | 26,03% | 2,3 |
|
| 1966 |
1966
BRR OpCo
Columbus,
Ohio
| US$ 583 mi | +US$ 101 mi | +21% | 7,82% | 23,6% | 174 | 39,08% | 2,2 |
|
| 1967 |
1967
INCA Investments
Miami,
Florida
| US$ 583 mi | -US$ 9,9 mi | -2% | 9,1% | 128% | 13 | 7,69% | 2,6 |
|
| 1968 |
1968
Blackhill Capital
Morristown,
New Jersey
| US$ 583 mi | +US$ 61,1 mi | +12% | 10,4% | 212% | 69 | 4,35% | 4,5 |
|
| 1969 |
1969
SeaCrest Wealth Management
Purchase,
New York
| US$ 583 mi | +US$ 97,9 mi | +20% | 13,8% | 153% | 2.332 | 8,66% | 1,1 |
|
| 1970 |
1970
Summit Financial
Parsippany,
New Jersey
| US$ 583 mi | +US$ 67,8 mi | +13% | 11,9% | 81,8% | 53 | 15,09% | 0,2 |
|
| 1971 |
1971
Harvey Investment Company
Louisville,
Kentucky
| US$ 582 mi | +US$ 63,6 mi | +12% | 14,9% | 56,4% | 85 | 8,24% | 4,3 |
|
| 1972 |
1972
Bell Asset Management
Melbourne,
Australia
| US$ 582 mi | +US$ 106 mi | +22% | 14,5% | 45,3% | 64 | 7,81% | 1,1 |
|
| 1973 |
1973
Citizens Business Bank
Ontario,
California
| US$ 580 mi | +US$ 60,3 mi | +12% | 12,3% | 108% | 267 | 10,49% | 3,7 |
|
| 1974 |
1974
Periscope Capital
Toronto,
Ontario, Canada
| US$ 580 mi | +US$ 43,7 mi | +8% | 1,27% | 28,8% | 211 | 31,75% | 0,6 |
|
| 1975 |
1975
Garde Capital
Seattle,
Washington
| US$ 579 mi | +US$ 14,6 mi | +3% | 10,2% | 67,6% | 170 | 24,71% | 3 |
|