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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
Howe & Rusling
Rochester,
New York
| US$ 894 mi | +US$ 54,4 mi | +6% | 5,63% | 82% | 350 | 18,57% | 4,4 |
|
| 1952 |
1952
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 893 mi | +US$ 36,7 mi | +4% | 4,1% | 62,2% | 254 | 6,69% | 3,3 |
|
| 1953 |
1953
Permian Investment Partners
Dallas,
Texas
| US$ 892 mi | +US$ 132 mi | +17% | 10,9% | 78,6% | 20 | 40% | 1,3 |
|
| 1954 |
1954
Freedom Investment Management
Hartford,
Connecticut
| US$ 891 mi | +US$ 6,41 mi | +0,7% | 4,4% | 68,5% | 799 | 25,28% | 3,3 |
|
| 1955 |
1955
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 891 mi | +US$ 50 mi | +6% | 8,3% | 68,6% | 1 | 0% | 6,5 |
|
| 1956 |
1956
Commodore Capital
New York
| US$ 890 mi | +US$ 233 mi | +35% | 36,3% | 2.121% | 34 | 29,41% | 1 |
|
| 1957 |
1957
Petrus Trust Company
Dallas,
Texas
| US$ 890 mi | +US$ 64,8 mi | +8% | 4,11% | 36,9% | 776 | 59,66% | 0,4 |
|
| 1958 |
MAM
1958
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 889 mi | +US$ 74,3 mi | +9% | 13,7% | 54,9% | 161 | 13,66% | 3,9 |
|
| 1959 |
1959
Good Life Advisors
Reading,
Pennsylvania
| US$ 889 mi | +US$ 106 mi | +14% | 5,75% | 60% | 441 | 16,55% | 3 |
|
| 1960 |
1960
Primavera Capital Management
George Town,
Cayman Islands
| US$ 888 mi | -US$ 137 mi | -13% | 1,11% | 1,21% | 4 | 0% | 4,1 |
|
| 1961 |
1961
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 886 mi | -US$ 291 mi | -25% | 5,68% | 69,5% | 307 | 32,9% | 2,2 |
|
| 1962 |
1962
Front Barnett Associates
Chicago,
Illinois
| US$ 886 mi | +US$ 35,7 mi | +4% | 7,6% | 40,5% | 123 | 7,32% | 6,8 |
|
| 1963 |
1963
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 886 mi | +US$ 62,9 mi | +8% | 8,98% | 109% | 160 | 4,38% | 4,8 |
|
| 1964 |
WDA
1964
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 885 mi | +US$ 41,9 mi | +5% | 6,46% | 46% | 148 | 2,03% | 7,5 |
|
| 1965 |
1965
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 884 mi | -US$ 12,3 mi | -1% | 7,57% | 80,4% | 106 | 15,09% | 4,8 |
|
| 1966 |
1966
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 884 mi | +US$ 32,7 mi | +4% | 9,69% | 125% | 166 | 8,43% | 4,6 |
|
| 1967 |
1967
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 883 mi | +US$ 78,6 mi | +10% | 5,68% | 90,4% | 79 | 16,46% | 0,4 |
|
| 1968 |
AL
1968
Arnhold LLC
New York
| US$ 882 mi | +US$ 2,03 mi | +0,2% | 5,05% | 156% | 133 | 9,02% | 3,3 |
|
| 1969 |
1969
Bangor Savings Bank
Bangor,
Maine
| US$ 882 mi | +US$ 35,4 mi | +4% | 3,81% | 54,6% | 562 | 8,54% | 2,7 |
|
| 1970 |
1970
Advance Capital Management
Southfield,
Michigan
| US$ 882 mi | +US$ 320 mi | +57% | 5,66% | 54,4% | 128 | 24,22% | 1 |
|
| 1971 |
1971
Berger Financial Group
Plymouth,
Minnesota
| US$ 882 mi | +US$ 50,6 mi | +6% | 4,82% | 59,9% | 291 | 8,93% | 1,5 |
|
| 1972 |
1972
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 881 mi | +US$ 27,9 mi | +3% | 3,52% | 87,5% | 389 | 19,28% | 0,4 |
|
| 1973 |
1973
Levin Capital Strategies
New York
| US$ 881 mi | +US$ 74,2 mi | +9% | 7,15% | 88,6% | 310 | 34,52% | 3,1 |
|
| 1974 |
VS
1974
VK Services
Menlo Park,
California
| US$ 880 mi | +US$ 204 mi | +30% | 36,4% | 1.605% | 10 | 0% | 1,4 |
|
| 1975 |
1975
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 880 mi | +US$ 36,9 mi | +4% | 3,73% | 81,2% | 189 | 10,05% | 4,1 |
|