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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 |
MAM
1951
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 1,02 bi | +US$ 105 mi | +11% | 15% | 54,9% | 149 | 14,09% | 3,7 |
|
| 1952 |
1952
Atalaya Capital Management
New York
| US$ 1,02 bi | +US$ 365 mi | +56% | 0,24% | 7,46% | 481 | 38,25% | 0,4 |
|
| 1953 |
1953
Merit Financial Group
Alpharetta,
Georgia
| US$ 1,02 bi | +US$ 64 mi | +7% | 7,15% | 67,3% | 293 | 16,04% | 1,8 |
|
| 1954 |
1954
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 1,02 bi | +US$ 73,8 mi | +8% | 9,03% | 125% | 173 | 11,56% | 3,9 |
|
| 1955 |
MIM
1955
Marco Investment Management
Atlanta,
Georgia
| US$ 1,02 bi | +US$ 110 mi | +12% | 14,2% | 127% | 228 | 9,65% | 4,8 |
|
| 1956 |
1956
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 1,02 bi | +US$ 5,12 mi | +0,5% | 5,66% | 67,7% | 133 | 9,77% | 3,6 |
|
| 1957 |
1957
PFG Advisors
Phoenix,
Arizona
| US$ 1,02 bi | +US$ 111 mi | +12% | 8,99% | 82,7% | 552 | 13,77% | 1,8 |
|
| 1958 |
1958
McAdam LLC
Philadelphia,
Pennsylvania
| US$ 1,01 bi | +US$ 114 mi | +13% | 5,34% | 65,4% | 199 | 12,56% | 2 |
|
| 1959 |
1959
Alpine Woods Capital Investors
Purchase,
New York
| US$ 1,01 bi | +US$ 78,1 mi | +8% | 11,2% | 105% | 233 | 16,74% | 3,7 |
|
| 1960 |
1960
Western Wealth Management
Golden,
Colorado
| US$ 1,01 bi | – | – | 9,8% | 82,6% | 594 | – | 1,7 |
|
| 1961 |
SIMS
1961
SPT Invest Management Sarl
Contern,
Luxembourg
| US$ 1,01 bi | -US$ 337 mi | -25% | 18,2% | – | 2 | 0% | 0,9 |
|
| 1962 |
1962
American Assets Capital Advisers
San Diego,
California
| US$ 1,01 bi | +US$ 177 mi | +21% | 10,7% | 73,5% | 33 | 18,18% | 2,7 |
|
| 1963 |
1963
BTC Capital Management
Des Moines,
Iowa
| US$ 1,01 bi | +US$ 120 mi | +14% | 10,1% | – | 262 | 24,43% | 2,5 |
|
| 1964 |
1964
Essex Financial Services
Essex,
Connecticut
| US$ 1,01 bi | +US$ 137 mi | +16% | 10,9% | 87,7% | 520 | 15,96% | 2,9 |
|
| 1965 |
1965
SB Management
Abu Dhabi,
United Arab Emirates
| US$ 1,01 bi | +US$ 35,5 mi | +4% | 21,1% | – | 35 | 40% | 0,5 |
|
| 1966 |
1966
Central Securities
New York
| US$ 1,01 bi | +US$ 62,9 mi | +7% | 7,29% | 90,2% | 32 | 3,13% | 5,5 |
|
| 1967 |
SGCIA
1967
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 1,01 bi | +US$ 10,5 mi | +1% | 7,75% | 56,9% | 143 | 2,8% | 5,6 |
|
| 1968 |
1968
Executive Wealth Management
Brighton,
Michigan
| US$ 1 bi | +US$ 98,7 mi | +11% | 8,54% | 18,4% | 208 | 15,87% | 1,7 |
|
| 1969 |
1969
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1 bi | +US$ 101 mi | +11% | 10,3% | 75,3% | 223 | 20,18% | 4,8 |
|
| 1970 |
1970
Fernbridge Capital Management
Los Angeles,
California
| US$ 1 bi | +US$ 182 mi | +22% | 1,24% | 12,4% | 24 | 45,83% | 0,5 |
|
| 1971 |
1971
MIG Capital
Newport Beach,
California
| US$ 1 bi | -US$ 37,9 mi | -4% | 1,47% | 118% | 28 | 32,14% | 2,1 |
|
| 1972 |
1972
Ashford Capital Management
Wilmington,
Delaware
| US$ 1 bi | -US$ 97,7 mi | -9% | 2,43% | 150% | 118 | 15,25% | 3,6 |
|
| 1973 |
1973
Roundview Capital
Princeton,
New Jersey
| US$ 1 bi | +US$ 95,5 mi | +11% | 8,47% | 77,7% | 309 | 11,97% | 3,9 |
|
| 1974 |
1974
Grassi Investment Management
Santa Clara,
California
| US$ 1 bi | +US$ 112 mi | +13% | 14,9% | 170% | 155 | 14,19% | 4,2 |
|
| 1975 |
1975
Southernsun Asset Management
Memphis,
Tennessee
| US$ 1 bi | +US$ 53,4 mi | +6% | 8,86% | 54,7% | 35 | 11,43% | 4,7 |
|