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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 |
MIM
1951
Marco Investment Management
Atlanta,
Georgia
| US$ 1,06 bi | +US$ 84,6 mi | +9% | 10,3% | 127% | 214 | 6,54% | 6,8 |
|
| 1952 |
1952
PDT Partners
New York
| US$ 1,06 bi | +US$ 153 mi | +17% | 11,6% | 211% | 708 | 38,28% | 0,7 |
|
| 1953 |
1953
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,06 bi | +US$ 102 mi | +11% | 11,5% | 117% | 170 | 8,82% | 4,9 |
|
| 1954 |
1954
Syon Capital
San Francisco,
California
| US$ 1,06 bi | +US$ 80,5 mi | +8% | 6,51% | 74% | 481 | 13,31% | 0,4 |
|
| 1955 |
1955
Creative Financial Designs
Kokomo,
Indiana
| US$ 1,06 bi | +US$ 72,6 mi | +7% | 6,44% | 58,8% | 1.750 | 13,54% | 2,7 |
|
| 1956 |
1956
Charles Schwab Trust
Henderson,
Nevada
| US$ 1,06 bi | +US$ 41,5 mi | +4% | 5,48% | 52,7% | 178 | 21,91% | 2,9 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| US$ 1,06 bi | +US$ 152 mi | +17% | 12,6% | 88,6% | 365 | 13,42% | 1,7 |
|
| 1958 |
1958
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$ 1,06 bi | +US$ 54,1 mi | +5% | 18,5% | 131% | 95 | 22,11% | 2,9 |
|
| 1959 |
1959
GE Investment Management
Norwalk,
Connecticut
| US$ 1,05 bi | +US$ 705 mi | +202% | 8,31% | – | 5 | 40% | 0,2 |
|
| 1960 |
1960
Transform Wealth
Greenwood Village,
Colorado
| US$ 1,05 bi | +US$ 27,5 mi | +3% | 11,2% | 48,4% | 258 | 22,48% | 3,1 |
|
| 1961 |
1961
Gillson Capital
Chicago,
Illinois
| US$ 1,05 bi | +US$ 103 mi | +11% | 8,8% | 84,9% | 81 | 67,9% | 0,3 |
|
| 1962 |
1962
American Assets Investment Management
San Diego,
California
| US$ 1,05 bi | +US$ 81,6 mi | +8% | 9,58% | 520% | 175 | 6,29% | 5,4 |
|
| 1963 |
1963
Redwood Investment Management
Scottsdale,
Arizona
| US$ 1,05 bi | -US$ 44,1 mi | -4% | 8,95% | 62,5% | 416 | 44,23% | 1 |
|
| 1964 |
1964
Washington Trust Bank
Spokane,
Washington
| US$ 1,05 bi | -US$ 79,4 mi | -7% | 12% | 89,9% | 238 | 13,45% | 5,3 |
|
| 1965 |
1965
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 1,05 bi | +US$ 27,8 mi | +3% | 2,82% | 26,8% | 95 | 9,47% | 1,3 |
|
| 1966 |
BCM
1966
Bayesian Capital Management
Brooklyn,
New York
| US$ 1,05 bi | +US$ 104 mi | +11% | 10,9% | 107% | 1.199 | 78,98% | 0,2 |
|
| 1967 |
1967
Howe & Rusling
Rochester,
New York
| US$ 1,04 bi | +US$ 101 mi | +11% | 9,02% | 82% | 425 | 21,65% | 4,2 |
|
| 1968 |
1968
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1,04 bi | +US$ 52,2 mi | +5% | 6,8% | 75,3% | 201 | 7,46% | 6,4 |
|
| 1969 |
1969
True Link Financial Advisors
San Francisco,
California
| US$ 1,04 bi | +US$ 119 mi | +13% | 3,27% | 27,3% | 77 | 38,96% | 1,6 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| US$ 1,04 bi | +US$ 155 mi | +17% | 13,2% | 78,6% | 24 | 41,67% | 1,1 |
|
| 1971 |
1971
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 1,04 bi | +US$ 59,1 mi | +6% | 7,4% | 68,6% | 209 | 8,13% | 6,7 |
|
| 1972 |
1972
Advisornet Financial
Minnetonka,
Minnesota
| US$ 1,04 bi | -US$ 44,5 mi | -4% | 7,97% | 71,2% | 2.572 | 26,28% | 3,2 |
|
| 1973 |
TFS
1973
Thoroughbred Financial Services
Brentwood,
Tennessee
| US$ 1,04 bi | -US$ 199 mi | -16% | 16% | 166% | 623 | 30,5% | 2,5 |
|
| 1974 |
1974
Maren Capital
Chicago,
Illinois
| US$ 1,04 bi | +US$ 258 mi | +33% | 11,6% | – | 27 | 0% | 0,3 |
|
| 1975 |
1975
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 1,04 bi | +US$ 84,5 mi | +9% | 10,5% | 74,2% | 74 | 2,7% | 6,8 |
|