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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
Provident Investment Management
Novi,
Michigan
| US$ 1,12 bi | +US$ 23,4 mi | +2% | 6,35% | 90,8% | 83 | 16,87% | 4,1 |
|
| 1952 |
1952
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,12 bi | +US$ 47,3 mi | +4% | 6,39% | 60,7% | 192 | 8,85% | 2,7 |
|
| 1953 |
1953
Tradition Wealth Management
Edina,
Minnesota
| US$ 1,12 bi | +US$ 87,1 mi | +8% | 6,24% | 69,6% | 427 | 9,6% | 2,7 |
|
| 1954 |
1954
Sax Wealth Advisors
Parsippany,
New Jersey
| US$ 1,12 bi | +US$ 71,7 mi | +7% | 5,64% | 64,3% | 315 | 21,9% | 1,6 |
|
| 1955 |
1955
Arax Advisory Partners
Denver,
Colorado
| US$ 1,12 bi | +US$ 94,2 mi | +9% | 6,62% | 64,7% | 2.679 | 7,65% | 1,9 |
|
| 1956 |
1956
Bouchey Financial Group
Troy,
New York
| US$ 1,12 bi | +US$ 66 mi | +6% | 5,07% | 66,7% | 159 | 10,69% | 3,2 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| US$ 1,12 bi | +US$ 72,4 mi | +7% | 7,42% | 88,6% | 354 | 10,45% | 2,1 |
|
| 1958 |
1958
Hardy Reed
Tupelo,
Mississippi
| US$ 1,12 bi | +US$ 121 mi | +12% | 6,21% | 69,7% | 252 | 13,1% | 1,6 |
|
| 1959 |
1959
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1,12 bi | +US$ 67,5 mi | +6% | 7,87% | 75,3% | 211 | 11,85% | 6,6 |
|
| 1960 |
1960
PDS Planning
Dublin,
Ohio
| US$ 1,12 bi | +US$ 125 mi | +13% | 6,72% | 62,7% | 447 | 12,3% | 2,5 |
|
| 1961 |
1961
ARS Investment Partners
New York
| US$ 1,12 bi | +US$ 70,1 mi | +7% | 7,41% | 260% | 182 | 17,03% | 3,3 |
|
| 1962 |
1962
Seven Eight Capital
New York
| US$ 1,11 bi | +US$ 157 mi | +16% | 9,65% | 13,6% | 994 | 64,39% | 0,3 |
|
| 1963 |
1963
Helikon Investments
London,
United Kingdom
| US$ 1,11 bi | +US$ 29,8 mi | +3% | 13,5% | 282% | 22 | 31,82% | 1,3 |
|
| 1964 |
1964
Stack Financial Management
Whitefish,
Montana
| US$ 1,11 bi | +US$ 34 mi | +3% | 8,62% | 58,4% | 50 | 6% | 4,8 |
|
| 1965 |
1965
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,11 bi | +US$ 75,4 mi | +7% | 7,32% | 114% | 317 | 5,05% | 5,4 |
|
| 1966 |
1966
AltraVue Capital
Bellevue,
Washington
| US$ 1,11 bi | +US$ 105 mi | +10% | 17,2% | 221% | 28 | 3,57% | 3,6 |
|
| 1967 |
1967
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,11 bi | +US$ 54,5 mi | +5% | 5,56% | 93,8% | 167 | 7,78% | 5,6 |
|
| 1968 |
1968
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,11 bi | +US$ 65,6 mi | +6% | 5,76% | 58,2% | 208 | 17,31% | 4,9 |
|
| 1969 |
1969
SlateStone Wealth
Jupiter,
Florida
| US$ 1,11 bi | +US$ 188 mi | +20% | 6,99% | 79,1% | 309 | 11,33% | 2,5 |
|
| 1970 |
1970
Marathon Trading Investment Management
Radnor,
Pennsylvania
| US$ 1,11 bi | -US$ 213 mi | -16% | 3,6% | 143% | 359 | 42,9% | 1,3 |
|
| 1971 |
1971
Melqart Asset Management
London,
United Kingdom
| US$ 1,11 bi | -US$ 129 mi | -10% | 2,37% | 250% | 68 | 45,59% | 0,6 |
|
| 1972 |
1972
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 1,11 bi | +US$ 67,6 mi | +7% | 5,96% | 76,8% | 165 | 14,55% | 5 |
|
| 1973 |
1973
Gillson Capital
Chicago,
Illinois
| US$ 1,1 bi | +US$ 63,6 mi | +6% | 16,6% | 84,9% | 92 | 69,57% | 0,3 |
|
| 1974 |
1974
Boussard & Gavaudan Investment Management
London,
United Kingdom
| US$ 1,1 bi | +US$ 472 mi | +75% | 1,49% | 25,8% | 114 | 67,54% | 0,3 |
|
| 1975 |
1975
Lyell Wealth Management
Menlo Park,
California
| US$ 1,1 bi | +US$ 52,4 mi | +5% | 5,53% | 128% | 208 | 4,81% | 3,9 |
|