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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
Tran Capital Management
San Rafael,
California
| US$ 791 mi | +US$ 9,24 mi | +1% | 6,74% | 173% | 40 | 10% | 2,5 |
|
| 1952 |
1952
Criteria Caixa
Barcelona,
Spain
| US$ 790 mi | +US$ 88,6 mi | +13% | 13% | 35,5% | 57 | 42,11% | 1,6 |
|
| 1953 |
1953
Globeflex Capital
San Diego,
California
| US$ 790 mi | +US$ 208 mi | +36% | 14,9% | 186% | 546 | 22,89% | 1,9 |
|
| 1954 |
1954
Salomon & Ludwin
Richmond,
Virginia
| US$ 789 mi | +US$ 122 mi | +18% | 8,28% | 52,6% | 167 | 15,57% | 1,8 |
|
| 1955 |
1955
First Command Bank
Fort Worth,
Texas
| US$ 788 mi | +US$ 100 mi | +15% | 10,2% | 34,1% | 425 | 16,71% | 3,7 |
|
| 1956 |
1956
First Command Financial Services
Fort Worth,
Texas
| US$ 788 mi | +US$ 100 mi | +15% | 10,2% | 34,4% | 425 | 16,71% | 3,7 |
|
| 1957 |
1957
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 788 mi | +US$ 77,4 mi | +11% | 9,25% | 58,6% | 91 | 98,9% | 0 |
|
| 1958 |
1958
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 787 mi | -US$ 277 mi | -26% | 0,8% | 60,6% | 109 | 22,02% | 0,8 |
|
| 1959 |
1959
Petrus Trust Company
Dallas,
Texas
| US$ 787 mi | +US$ 84,3 mi | +12% | 5,4% | 36,9% | 570 | 76,32% | 0,3 |
|
| 1960 |
1960
Taurus Asset Management
New York
| US$ 787 mi | +US$ 39,9 mi | +5% | 8,98% | 26,9% | 90 | 3,33% | 6,2 |
|
| 1961 |
1961
Harvey Partners
Tarrytown,
New York
| US$ 787 mi | +US$ 104 mi | +15% | 22,2% | 174% | 44 | 36,36% | 1,7 |
|
| 1962 |
1962
Naples Global Advisors
Naples,
Florida
| US$ 787 mi | +US$ 60,3 mi | +8% | 9,51% | 103% | 392 | 7,4% | 4,9 |
|
| 1963 |
SC
1963
Sasco Capital
Fairfield,
Connecticut
| US$ 786 mi | +US$ 114 mi | +17% | 17,5% | 15,5% | 52 | 11,54% | 3,5 |
|
| 1964 |
1964
Core Alternative Capital
Peachtree Corners,
Georgia
| US$ 786 mi | +US$ 159 mi | +25% | 10,9% | 74,5% | 450 | 14% | 1,2 |
|
| 1965 |
1965
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 786 mi | +US$ 37,7 mi | +5% | 7,02% | 68,6% | 1 | 0% | 6 |
|
| 1966 |
1966
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 786 mi | +US$ 100 mi | +15% | 10,3% | 78,2% | 172 | 23,84% | 2,1 |
|
| 1967 |
1967
RVW Wealth
Los Angeles,
California
| US$ 785 mi | +US$ 72,5 mi | +10% | 8,75% | 65,8% | 156 | 23,72% | 1,8 |
|
| 1968 |
1968
Sound Income Strategies
Ft Lauderdale,
Florida
| US$ 785 mi | +US$ 97,1 mi | +14% | 9,82% | 31,4% | 1.036 | 12,64% | 2,9 |
|
| 1969 |
1969
CVI Holdings
Wilmington,
Delaware
| US$ 784 mi | -US$ 507 mi | -39% | 0,67% | 25,8% | 914 | 36,21% | 1,1 |
|
| 1970 |
1970
Zhang Financial
Portage,
Michigan
| US$ 784 mi | +US$ 121 mi | +18% | 8,3% | 67,9% | 240 | 15% | 3,1 |
|
| 1971 |
1971
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 783 mi | -US$ 18,9 mi | -2% | 9,55% | 82,6% | 98 | 37,76% | 1,2 |
|
| 1972 |
1972
Bowie Capital Management
Richardson,
Texas
| US$ 782 mi | -US$ 168 mi | -18% | 10,1% | 31,6% | 44 | 18,18% | 3 |
|
| 1973 |
1973
Wealthcare Capital Management
Richmond,
Virginia
| US$ 782 mi | -US$ 9,36 mi | -1% | 4,33% | 46,2% | 73 | 15,07% | 4,7 |
|
| 1974 |
CC
1974
Cornerstone Capital
Palo Alto,
California
| US$ 781 mi | +US$ 69 mi | +10% | 8,6% | 91,2% | 96 | 16,67% | 5,2 |
|
| 1975 |
1975
Hilltop Holdings
Dallas,
Texas
| US$ 780 mi | +US$ 41,3 mi | +6% | 7,81% | 96,7% | 566 | 16,43% | 3,3 |
|