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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
Berger Financial Group
Plymouth,
Minnesota
| US$ 871 mi | -US$ 11 mi | -1% | 3,18% | 59,9% | 298 | 10,74% | 1,7 |
|
| 1952 |
1952
Riposte Capital
New York
| US$ 870 mi | +US$ 627 mi | +257% | 5,9% | 370% | 31 | 58,06% | 0,4 |
|
| 1953 |
1953
Koshinski Asset Management
Decatur,
Illinois
| US$ 870 mi | -US$ 63,2 mi | -7% | 2,99% | 76,5% | 637 | 15,86% | 2,7 |
|
| 1954 |
MIM
1954
Marco Investment Management
Atlanta,
Georgia
| US$ 870 mi | -US$ 56 mi | -6% | 2,2% | 127% | 208 | 8,17% | 6,9 |
|
| 1955 |
1955
Grassi Investment Management
Santa Clara,
California
| US$ 869 mi | -US$ 39,6 mi | -4% | 1,94% | 170% | 131 | 10,69% | 5,8 |
|
| 1956 |
KCM
1956
Kingdon Capital Management
New York
| US$ 868 mi | -US$ 190 mi | -18% | 1,09% | 217% | 110 | 62,73% | 0,7 |
|
| 1957 |
1957
BTC Capital Management
Des Moines,
Iowa
| US$ 866 mi | -US$ 58,7 mi | -6% | 2,75% | – | 245 | 4,49% | 3,8 |
|
| 1958 |
1958
Kryger Capital
London,
United Kingdom
| US$ 866 mi | -US$ 111 mi | -11% | 10,9% | 421% | 22 | 77,27% | 0,3 |
|
| 1959 |
1959
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 864 mi | -US$ 12,4 mi | -1% | 3,15% | 12,6% | 313 | 6,39% | 4 |
|
| 1960 |
1960
DigitalBridge Group
Boca Raton,
Florida
| US$ 864 mi | +US$ 29,8 mi | +4% | 5,25% | 161% | 75 | 36% | 1 |
|
| 1961 |
1961
Essex Financial Services
Essex,
Connecticut
| US$ 864 mi | -US$ 15,7 mi | -2% | 2,11% | 87,7% | 495 | 9,29% | 4,2 |
|
| 1962 |
1962
59 North Capital Management
Houston,
Texas
| US$ 864 mi | -US$ 12,4 mi | -1% | 4,53% | 81,4% | 14 | 28,57% | 1,2 |
|
| 1963 |
1963
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 862 mi | -US$ 54,3 mi | -6% | 4,51% | 50,7% | 73 | 4,11% | 6,5 |
|
| 1964 |
1964
Poplar Forest Capital
Pasadena,
California
| US$ 862 mi | +US$ 97,6 mi | +13% | 2,4% | 30% | 55 | 9,09% | 4,6 |
|
| 1965 |
1965
Kopernik Global Investors
Tampa,
Florida
| US$ 861 mi | -US$ 115 mi | -12% | 0,23% | 128% | 35 | 17,14% | 3,1 |
|
| 1966 |
1966
Hills Bank & Trust
North Liberty,
Iowa
| US$ 861 mi | +US$ 83,3 mi | +11% | 3,26% | 52,8% | 277 | 13% | 4,7 |
|
| 1967 |
1967
WealthPLAN Partners
Omaha,
Nebraska
| US$ 861 mi | +US$ 154 mi | +22% | 3,57% | 71,6% | 1.264 | 75,32% | 3,9 |
|
| 1968 |
1968
Geller Advisors
New York
| US$ 860 mi | +US$ 58,6 mi | +7% | 3,29% | 20,4% | 270 | 17,41% | 1,7 |
|
| 1969 |
1969
Bramshill Investments
Naples,
Florida
| US$ 860 mi | -US$ 240 mi | -22% | 7,54% | 3,6% | 167 | 29,34% | 1,8 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| US$ 860 mi | -US$ 32,2 mi | -4% | 0,56% | 78,6% | 21 | 33,33% | 1,3 |
|
| 1971 |
1971
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 859 mi | -US$ 59,7 mi | -7% | 5,03% | 77,5% | 169 | 5,33% | 7,5 |
|
| 1972 |
1972
Crestline Management
Fort Worth,
Texas
| US$ 858 mi | -US$ 99,2 mi | -10% | 6,93% | 80,2% | 200 | 54,5% | 0,5 |
|
| 1973 |
1973
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 858 mi | -US$ 41,5 mi | -5% | 2,46% | 78,2% | 174 | 16,67% | 2,7 |
|
| 1974 |
1974
Stack Financial Management
Whitefish,
Montana
| US$ 858 mi | -US$ 35,5 mi | -4% | 2,02% | 58,4% | 45 | 22,22% | 4,8 |
|
| 1975 |
1975
MainStreet Investment Advisors
Chicago,
Illinois
| US$ 858 mi | -US$ 63,2 mi | -7% | 3,97% | 61% | 180 | 2,22% | 3,5 |
|