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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
Jacobs & Co
San Francisco,
California
| US$ 614 mi | +US$ 96,3 mi | +19% | 21,6% | 105% | 123 | 9,76% | 5,3 |
|
| 1952 |
1952
First Midwest Bank Trust Division
Joliet,
Illinois
| US$ 613 mi | +US$ 65,6 mi | +12% | 22,9% | 107% | 374 | 17,91% | 4,2 |
|
| 1953 |
1953
ACG Wealth
Atlanta,
Georgia
| US$ 613 mi | +US$ 76,2 mi | +14% | 23,2% | 45,5% | 315 | 23,81% | 3,4 |
|
| 1954 |
CCMD
1954
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$ 613 mi | +US$ 104 mi | +20% | 17,8% | 25,6% | 168 | 13,1% | 2,9 |
|
| 1955 |
1955
Black-and-white Capital
Los Angeles,
California
| US$ 612 mi | -US$ 579 mi | -49% | 56,8% | 265% | 89 | 82,02% | 0,3 |
|
| 1956 |
1956
Cantor Fitzgerald Investment Advisors
New York
| US$ 612 mi | +US$ 67,8 mi | +12% | 14,4% | 73,4% | 63 | 14,29% | 2 |
|
| 1957 |
1957
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 612 mi | +US$ 61,7 mi | +11% | 22,8% | 50,4% | 13 | 15,38% | 4,4 |
|
| 1958 |
1958
Azora Capital LP
Miami,
Florida
| US$ 612 mi | +US$ 354 mi | +137% | 36,1% | 175% | 64 | 82,81% | 0,2 |
|
| 1959 |
1959
Great Valley Advisor Group
Wilmington,
Delaware
| US$ 611 mi | +US$ 233 mi | +62% | 22,1% | 73,9% | 443 | 34,99% | 0,8 |
|
| 1960 |
1960
Phillips Financial Management
Fort Wayne,
Indiana
| US$ 611 mi | +US$ 107 mi | +21% | 13,2% | 45,6% | 84 | 3,57% | 4,6 |
|
| 1961 |
1961
Indus Capital Partners
New York
| US$ 611 mi | +US$ 20,2 mi | +3% | 38,2% | 117% | 56 | 58,93% | 1,1 |
|
| 1962 |
1962
Essex Investment Management
Boston,
Massachusetts
| US$ 610 mi | +US$ 116 mi | +24% | 43,2% | 370% | 468 | 26,07% | 2 |
|
| 1963 |
1963
Fiduciary Trust International
Lincoln,
Massachusetts
| US$ 610 mi | +US$ 73,7 mi | +14% | 23,2% | 36,8% | 162 | 29,63% | 2,1 |
|
| 1964 |
1964
Lingotto Investment Management
London,
United Kingdom
| US$ 610 mi | +US$ 270 mi | +79% | 57,4% | 362% | 8 | 0% | 1,9 |
|
| 1965 |
1965
Endurance Wealth Management
Providence,
Rhode Island
| US$ 610 mi | +US$ 89,4 mi | +17% | 19,9% | 59% | 648 | 10,65% | 3,5 |
|
| 1966 |
1966
TD Capital Management
Memphis,
Tennessee
| US$ 609 mi | +US$ 64,7 mi | +12% | 13,3% | 40,5% | 298 | 15,77% | 3,1 |
|
| 1967 |
ALAM
1967
Asahi Life Asset Management
Tokyo,
Japan
| US$ 608 mi | +US$ 50,5 mi | +9% | 21,2% | 122% | 285 | 55,44% | 0,6 |
|
| 1968 |
1968
Ally Financial
Detroit,
Michigan
| US$ 608 mi | -US$ 329 mi | -35% | 14,1% | 9,35% | 132 | 20,45% | 1,7 |
|
| 1969 |
1969
Waterfront Capital Partners
New York
| US$ 607 mi | -US$ 208 mi | -26% | 22,3% | 88,3% | 71 | 67,61% | 0,7 |
|
| 1970 |
MGAI
1970
MP Global Advisers III
New York
| US$ 606 mi | +US$ 198 mi | +48% | 48,4% | 16,5% | 1 | 0% | 7 |
|
| 1971 |
1971
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$ 604 mi | +US$ 109 mi | +22% | 17% | – | 246 | 13,41% | 1,2 |
|
| 1972 |
1972
Landscape Capital Management
Englewood,
New Jersey
| US$ 604 mi | -US$ 328 mi | -35% | 35,1% | 92,5% | 690 | 70,58% | 0,6 |
|
| 1973 |
1973
Third Security
Radford,
Virginia
| US$ 604 mi | +US$ 138 mi | +30% | 49,4% | 28,2% | 12 | 8,33% | 4,5 |
|
| 1974 |
1974
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| US$ 603 mi | +US$ 418 mi | +226% | 24,6% | 159% | 891 | 53,76% | 0,3 |
|
| 1975 |
1975
Argent Wealth Management
Waltham,
Massachusetts
| US$ 602 mi | +US$ 110 mi | +22% | 18% | – | 184 | 18,48% | 0,4 |
|