Estamos no ar no !
Saiba mais
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
Vestor Capital
Chicago,
Illinois
| US$ 953 mi | +US$ 77,3 mi | +9% | 9,28% | 188% | 224 | 10,71% | 2,5 |
|
| 1952 |
SFG
1952
Sather Financial Group
Victoria,
Texas
| US$ 952 mi | +US$ 93,3 mi | +11% | 10% | 70% | 52 | 9,62% | 3,1 |
|
| 1953 |
1953
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 951 mi | +US$ 88,2 mi | +10% | 6,96% | 28,3% | 1.140 | 22,98% | 1,6 |
|
| 1954 |
1954
Bloom Tree Partners
New York
| US$ 951 mi | -US$ 271 mi | -22% | 6,95% | 20,4% | 266 | 76,69% | 0,2 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 951 mi | +US$ 97,6 mi | +11% | 5,37% | 64,1% | 271 | 25,83% | 1,7 |
|
| 1956 |
1956
Dymon Asia Capital (Singapore)
Singapore
| US$ 951 mi | -US$ 497 mi | -34% | 6,08% | 268% | 157 | 72,61% | 0,2 |
|
| 1957 |
1957
First Interstate Bank
Billings,
Montana
| US$ 951 mi | – | – | 4,76% | 49,7% | 110 | – | 4,5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 950 mi | +US$ 105 mi | +12% | 6,26% | 69,8% | 501 | 14,57% | 2,4 |
|
| 1959 |
1959
Adell Harriman & Carpenter
Houston,
Texas
| US$ 950 mi | +US$ 126 mi | +15% | 10,9% | 176% | 177 | 11,3% | 4 |
|
| 1960 |
1960
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 949 mi | -US$ 4,77 mi | -0,5% | 4,04% | 28,6% | 333 | 28,83% | 2,3 |
|
| 1961 |
1961
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 948 mi | +US$ 71,1 mi | +8% | 10,2% | 80,4% | 158 | 36,71% | 4,1 |
|
| 1962 |
1962
Petrus Trust Company
Dallas,
Texas
| US$ 947 mi | -US$ 96,2 mi | -9% | 9,22% | 36,9% | 93 | 48,39% | 2,3 |
|
| 1963 |
1963
Hilton Capital Management
Garden City,
New York
| US$ 946 mi | +US$ 22,3 mi | +2% | 6,6% | 58,2% | 157 | 34,39% | 1,3 |
|
| 1964 |
SCM
1964
Soros Capital Management
New York
| US$ 946 mi | +US$ 326 mi | +53% | 11,9% | 732% | 85 | 50,59% | 0,5 |
|
| 1965 |
MAM
1965
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 946 mi | +US$ 90,3 mi | +11% | 10,8% | 54,9% | 147 | 8,16% | 3,5 |
|
| 1966 |
1966
Thomasville National Bank
Thomasville,
Georgia
| US$ 944 mi | +US$ 407 mi | +76% | 7,12% | – | 234 | 28,63% | 3,7 |
|
| 1967 |
1967
Independent Financial Group
San Diego,
California
| US$ 943 mi | +US$ 170 mi | +22% | 10,3% | 149% | 748 | 21,52% | 0,8 |
|
| 1968 |
1968
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 943 mi | +US$ 9,18 mi | +1% | 9,01% | 115% | 495 | 2,22% | 5,4 |
|
| 1969 |
1969
Charles-Lim Capital
Central,
Hong Kong
| US$ 942 mi | +US$ 67,2 mi | +8% | 17,6% | 4,44% | 9 | 55,56% | 1,7 |
|
| 1970 |
1970
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 940 mi | +US$ 319 mi | +51% | 7,75% | 120% | 55 | 58,18% | 0,2 |
|
| 1971 |
1971
Harvest Fund Management
Beijing,
China
| US$ 939 mi | -US$ 92,4 mi | -9% | 1,56% | 327% | 863 | 18,66% | 0,9 |
|
| 1972 |
1972
Salesforce Inc
San Francisco,
California
| US$ 934 mi | -US$ 707 mi | -43% | 4,75% | 33,9% | 4 | 50% | 0,4 |
|
| 1973 |
OCM
1973
Opti Capital Management
New York
| US$ 933 mi | +US$ 114 mi | +14% | 0% | 0,01% | 38 | 10,53% | 0,4 |
|
| 1974 |
1974
Flagship Harbor Advisors
Boston,
Massachusetts
| US$ 932 mi | +US$ 51,4 mi | +6% | 7,39% | 68,3% | 700 | 19,57% | 2,7 |
|
| 1975 |
1975
Icon Wealth Partners
Houston,
Texas
| US$ 932 mi | +US$ 134 mi | +17% | 7,33% | – | 355 | 8,45% | 1,5 |
|