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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
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 977 mi | +US$ 119 mi | +14% | 9,45% | 78,2% | 178 | 14,04% | 2,7 |
|
| 1952 |
1952
Syon Capital
San Francisco,
California
| US$ 977 mi | +US$ 173 mi | +22% | 8,33% | 74% | 469 | 26,44% | 0,2 |
|
| 1953 |
MIM
1953
Marco Investment Management
Atlanta,
Georgia
| US$ 976 mi | +US$ 107 mi | +12% | 13% | 127% | 210 | 10,48% | 6,7 |
|
| 1954 |
1954
SP Asset Management
Cupertino,
California
| US$ 976 mi | +US$ 85,8 mi | +10% | 12,9% | 92,4% | 122 | 10,66% | 3,5 |
|
| 1955 |
1955
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 975 mi | +US$ 90,4 mi | +10% | 9,96% | 76,6% | 474 | 10,97% | 4,8 |
|
| 1956 |
1956
Traynor Capital Management
Malvern,
Pennsylvania
| US$ 973 mi | +US$ 175 mi | +22% | 16,5% | 244% | 269 | 24,91% | 3 |
|
| 1957 |
1957
WealthPLAN Partners
Omaha,
Nebraska
| US$ 973 mi | +US$ 112 mi | +13% | 9,19% | 71,6% | 348 | 17,53% | 3,8 |
|
| 1958 |
1958
Alta Park Capital
San Francisco,
California
| US$ 973 mi | +US$ 165 mi | +20% | 26,9% | 1.071% | 45 | 46,67% | 0,8 |
|
| 1959 |
1959
Ledyard National Bank
| US$ 972 mi | +US$ 93,3 mi | +11% | 10,2% | 80,7% | 211 | 9,48% | 6,5 |
|
| 1960 |
1960
Glazer Capital LLC
New York
| US$ 971 mi | -US$ 565 mi | -37% | 14,3% | 323% | 218 | 56,42% | 0,8 |
|
| 1961 |
1961
American Assets Investment Management
San Diego,
California
| US$ 969 mi | +US$ 73,2 mi | +8% | 9,93% | 520% | 177 | 7,34% | 5,2 |
|
| 1962 |
1962
Essex Financial Services
Essex,
Connecticut
| US$ 967 mi | +US$ 104 mi | +12% | 9,57% | 87,7% | 526 | 13,69% | 4,1 |
|
| 1963 |
1963
Ghisallo Capital Management
Boston,
Massachusetts
| US$ 967 mi | -US$ 11,3 mi | -1% | 13,2% | 122% | 180 | 68,33% | 0,3 |
|
| 1964 |
1964
Silicon Valley Community Foundation
Mountain View,
California
| US$ 967 mi | +US$ 142 mi | +17% | 21,1% | 309% | 19 | 5,26% | 2,4 |
|
| 1965 |
1965
Fifth Third Securities
Cincinnati,
Ohio
| US$ 966 mi | +US$ 71,4 mi | +8% | 9,91% | 62,7% | 228 | 10,09% | 1,4 |
|
| 1966 |
1966
Kopernik Global Investors
Tampa,
Florida
| US$ 966 mi | +US$ 104 mi | +12% | 14,3% | 128% | 37 | 16,22% | 2,9 |
|
| 1967 |
1967
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 966 mi | +US$ 78,5 mi | +9% | 10,3% | 124% | 227 | 4,85% | 6,2 |
|
| 1968 |
1968
Berger Financial Group
Plymouth,
Minnesota
| US$ 965 mi | +US$ 94,7 mi | +11% | 9,49% | 59,9% | 312 | 13,14% | 1,8 |
|
| 1969 |
1969
Leo Wealth LLC
Hurst,
Texas
| US$ 965 mi | – | – | 15,6% | – | 327 | – | 0 |
|
| 1970 |
1970
Power Corp of Canada
Montreal, Quebec,
Canada
| US$ 964 mi | -US$ 618 mi | -39% | 9,75% | 14,4% | 200 | 35,5% | 0,9 |
|
| 1971 |
1971
Arrow Financial
Glens Falls,
New York
| US$ 964 mi | +US$ 111 mi | +13% | 13,1% | 71,1% | 367 | 11,44% | 6,7 |
|
| 1972 |
1972
Goldentree Asset Management
New York
| US$ 963 mi | +US$ 15,3 mi | +2% | 12% | 27,7% | 35 | 40% | 1 |
|
| 1973 |
1973
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$ 962 mi | +US$ 185 mi | +24% | 12% | 77,6% | 277 | 31,77% | 1,5 |
|
| 1974 |
1974
Icon Wealth Advisors
Houston,
Texas
| US$ 961 mi | – | – | 9,84% | – | 431 | – | 0,8 |
|
| 1975 |
HEC
1975
Hudson Executive Capital
New York
| US$ 960 mi | +US$ 114 mi | +13% | 22,9% | 127% | 4 | 0% | 3,8 |
|