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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
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,12 bi | +US$ 8,6 mi | +0,8% | 0,62% | 59,7% | 320 | 12,19% | 1,4 |
|
| 1952 |
1952
Landscape Capital Management
Englewood,
New Jersey
| US$ 1,12 bi | +US$ 180 mi | +19% | 3,58% | 92,5% | 919 | 56,04% | 0,6 |
|
| 1953 |
1953
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,12 bi | -US$ 9,14 mi | -0,8% | 3,46% | 109% | 166 | 6,02% | 5,8 |
|
| 1954 |
SA
1954
SoftVest Advisors
Abilene,
Texas
| US$ 1,12 bi | +US$ 128 mi | +13% | 17,4% | 178% | 10 | 40% | 2 |
|
| 1955 |
1955
Deer Park Road Corp
Steamboat Springs,
Colorado
| US$ 1,12 bi | +US$ 523 mi | +87% | 4,44% | 55,9% | 5 | 40% | 3,1 |
|
| 1956 |
1956
Tetrad Corporation
Omaha,
Nebraska
| US$ 1,12 bi | +US$ 148 mi | +15% | 15,7% | 45,6% | 3 | 0% | 11,8 |
|
| 1957 |
1957
Sunbelt Securities
Houston,
Texas
| US$ 1,12 bi | -US$ 15,2 mi | -1% | 0,47% | 83,5% | 1.928 | 12,97% | 2,3 |
|
| 1958 |
1958
Soltis Investment Advisors
St. George,
Utah
| US$ 1,12 bi | +US$ 39,5 mi | +4% | 1,96% | 95,1% | 403 | 16,63% | 2,6 |
|
| 1959 |
1959
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,12 bi | +US$ 1,88 mi | +0,2% | 1,92% | 60,7% | 191 | 9,95% | 2,9 |
|
| 1960 |
ACM
1960
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$ 1,12 bi | -US$ 97,4 mi | -8% | 7,79% | 70,7% | 7 | 0% | 6 |
|
| 1961 |
1961
Austin Private Wealth
Austin,
Texas
| US$ 1,12 bi | +US$ 38,3 mi | +4% | 1,49% | 62,3% | 321 | 16,51% | 2 |
|
| 1962 |
1962
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 1,12 bi | +US$ 78,9 mi | +8% | 1,07% | 75,7% | 1.047 | 15,38% | 3,6 |
|
| 1963 |
1963
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 1,12 bi | -US$ 118 mi | -10% | 5,86% | 90,5% | 11 | 0% | 3,8 |
|
| 1964 |
1964
Weatherly Asset Management
Del Mar,
California
| US$ 1,12 bi | -US$ 11,6 mi | -1% | 0,07% | 116% | 186 | 6,45% | 7,6 |
|
| 1965 |
1965
FJ Investments
Salt Lake City,
Utah
| US$ 1,11 bi | +US$ 63,7 mi | +6% | 5,14% | – | 4 | 0% | 1,3 |
|
| 1966 |
1966
LGT Fund Management
Vaduz,
Liechtenstein
| US$ 1,11 bi | -US$ 34 mi | -3% | 0,25% | 121% | 268 | 19,4% | 1,2 |
|
| 1967 |
1967
Bouchey Financial Group
Troy,
New York
| US$ 1,11 bi | -US$ 35,7 mi | -3% | 3,53% | 66,7% | 153 | 13,07% | 3,9 |
|
| 1968 |
1968
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 1,11 bi | +US$ 15,1 mi | +1% | 0,73% | 26,8% | 104 | 15,38% | 1,8 |
|
| 1969 |
1969
NAYA Capital Management (UK)
London,
United Kingdom
| US$ 1,11 bi | +US$ 162 mi | +17% | 2,92% | 121% | 6 | 50% | 1,3 |
|
| 1970 |
1970
GSA Capital Partners
London,
United Kingdom
| US$ 1,11 bi | -US$ 244 mi | -18% | 6,95% | 94,7% | 2.176 | 55,06% | 0,5 |
|
| 1971 |
1971
ARS Investment Partners
New York
| US$ 1,11 bi | -US$ 4,75 mi | -0,4% | 5,36% | 266% | 175 | 0,57% | 3,7 |
|
| 1972 |
1972
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 1,1 bi | +US$ 708 mi | +178% | 1,42% | 88,1% | 425 | 62,35% | 1,8 |
|
| 1973 |
1973
Trust Point Inc
La Crosse,
Wisconsin
| US$ 1,1 bi | -US$ 346 mi | -24% | 3,01% | 82,6% | 572 | 22,2% | 1,1 |
|
| 1974 |
1974
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 1,1 bi | -US$ 273 mi | -20% | 0,86% | 86,3% | 1.171 | 73,44% | 3,7 |
|
| 1975 |
1975
Kingswood Wealth Advisors
San Diego,
California
| US$ 1,09 bi | -US$ 237 mi | -18% | 3,05% | 134% | 855 | 22,34% | 0,9 |
|