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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
Charles-Lim Capital
Central,
Hong Kong
| US$ 875 mi | -US$ 34,3 mi | -4% | 5,45% | 4,44% | 8 | 50% | 1,8 |
|
| 1952 |
1952
Merriman Wealth Management
Seattle,
Washington
| US$ 874 mi | -US$ 57,6 mi | -6% | 10% | 18,3% | 217 | 25,81% | 1,8 |
|
| 1953 |
1953
First Mercantile Trust
Cordova,
Tennessee
| US$ 873 mi | -US$ 8,82 mi | -1% | 4,54% | 51,2% | 913 | 15,12% | 2,6 |
|
| 1954 |
1954
Vector Capital Management
San Francisco,
California
| US$ 873 mi | +US$ 332 mi | +62% | 78% | 42,7% | 6 | 33,33% | 0,5 |
|
| 1955 |
1955
Lingotto Investment Management
London,
United Kingdom
| US$ 872 mi | +US$ 44,9 mi | +5% | 15,3% | 362% | 11 | 18,18% | 1,8 |
|
| 1956 |
1956
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 871 mi | +US$ 36,8 mi | +4% | 4,8% | 66,1% | 80 | 8,75% | 2,9 |
|
| 1957 |
1957
Ion Asset Management
Herzliya,
Israel
| US$ 869 mi | -US$ 6,05 mi | -0,7% | 3,83% | 125% | 54 | 62,96% | 0,6 |
|
| 1958 |
1958
W.R. Berkley Corp
Greenwich,
Connecticut
| US$ 868 mi | +US$ 265 mi | +44% | 4,28% | 38,7% | 435 | 83,22% | 0,1 |
|
| 1959 |
1959
Taurus Asset Management
New York
| US$ 866 mi | +US$ 29,8 mi | +4% | 4,23% | 26,9% | 85 | 5,88% | 5,6 |
|
| 1960 |
1960
Garde Capital
Seattle,
Washington
| US$ 865 mi | +US$ 44 mi | +5% | 5,28% | 67,6% | 278 | 16,19% | 2 |
|
| 1961 |
1961
Providence Equity Partners
Providence,
Rhode Island
| US$ 865 mi | +US$ 721 mi | +504% | 11% | 12,4% | 7 | 28,57% | 0,2 |
|
| 1962 |
1962
HighPoint Advisor Group
Downers Grove,
Illinois
| US$ 864 mi | +US$ 43 mi | +5% | 7,36% | 110% | 550 | 14,18% | 2,2 |
|
| 1963 |
1963
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 863 mi | +US$ 38,6 mi | +5% | 5,25% | 75,3% | 202 | 18,32% | 4,8 |
|
| 1964 |
1964
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 863 mi | +US$ 79,7 mi | +10% | 6,94% | 28,3% | 1.033 | 20,33% | 1,7 |
|
| 1965 |
1965
ORIX Corp
Tokyo,
Japan
| US$ 863 mi | -US$ 129 mi | -13% | 13% | 11,7% | 1 | 0% | 3,3 |
|
| 1966 |
1966
SFMG Wealth Advisors
Plano,
Texas
| US$ 862 mi | +US$ 73,9 mi | +9% | 4,97% | 76,1% | 257 | 17,51% | 2,2 |
|
| 1967 |
1967
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$ 862 mi | +US$ 115 mi | +15% | 18,2% | 26,9% | 152 | 26,97% | 1 |
|
| 1968 |
1968
ARS Investment Partners
New York
| US$ 861 mi | +US$ 48,5 mi | +6% | 7,21% | 266% | 153 | 30,72% | 1,8 |
|
| 1969 |
1969
KG Funds Management
New York
| US$ 860 mi | +US$ 26,3 mi | +3% | 2,79% | 45,8% | 15 | 33,33% | 1,8 |
|
| 1970 |
1970
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 859 mi | +US$ 58,5 mi | +7% | 4,96% | 58,8% | 64 | 9,38% | 2,5 |
|
| 1971 |
SFG
1971
Sather Financial Group
Victoria,
Texas
| US$ 859 mi | +US$ 84,9 mi | +11% | 6,29% | 82,3% | 49 | 10,2% | 3 |
|
| 1972 |
1972
Money Design
Tokyo,
Japan
| US$ 858 mi | -US$ 16 mi | -2% | 1,15% | 26,4% | 66 | 27,27% | 1,6 |
|
| 1973 |
1973
Shenkman Capital Management
New York
| US$ 858 mi | -US$ 101 mi | -11% | 0,21% | 3,15% | 85 | 2,35% | 1,4 |
|
| 1974 |
HAM
1974
Hillcrest Asset Management
Plano,
Texas
| US$ 857 mi | +US$ 121 mi | +17% | 17,9% | 97,2% | 65 | 16,92% | 1,8 |
|
| 1975 |
1975
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 856 mi | +US$ 84,2 mi | +11% | 5,77% | 67,5% | 93 | 6,45% | 2,1 |
|