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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
Kimelman & Baird
New York
| US$ 1,23 bi | +US$ 51,2 mi | +4% | 6,49% | – | 357 | 6,16% | 3,2 |
|
| 1952 |
1952
Zazove Associates
Incline Village,
Nevada
| US$ 1,23 bi | +US$ 59,7 mi | +5% | 0,84% | 11% | 181 | 22,1% | 1,2 |
|
| 1953 |
1953
Financial Advocates Investment Management
Olympia,
Washington
| US$ 1,23 bi | -US$ 199 mi | -14% | 10,5% | 89,9% | 794 | 30,1% | 3,5 |
|
| 1954 |
1954
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,23 bi | +US$ 67,8 mi | +6% | 8,68% | 81,2% | 172 | 12,79% | 5,1 |
|
| 1955 |
1955
Fairholme Capital Management
South Miami,
Florida
| US$ 1,23 bi | +US$ 11,8 mi | +1% | 0,11% | 36,2% | 12 | 0% | 3,1 |
|
| 1956 |
1956
NBC Securities
Birmingham,
Alabama
| US$ 1,23 bi | +US$ 53 mi | +5% | 10,1% | 86,6% | 2.586 | 23,59% | 0,9 |
|
| 1957 |
1957
HS Management Partners
New York
| US$ 1,23 bi | -US$ 11,1 mi | -0,9% | 10,7% | 27,7% | 25 | 8% | 3,3 |
|
| 1958 |
1958
BTC Capital Management
Des Moines,
Iowa
| US$ 1,23 bi | +US$ 132 mi | +12% | 12,9% | – | 218 | 15,14% | 4,9 |
|
| 1959 |
1959
GC Wealth Management RIA
Cambridge,
Massachusetts
| US$ 1,22 bi | +US$ 679 mi | +125% | 14% | – | 536 | 44,96% | 0,7 |
|
| 1960 |
1960
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,22 bi | +US$ 98,3 mi | +9% | 7,15% | 59,7% | 341 | 14,96% | 1,5 |
|
| 1961 |
1961
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 1,22 bi | +US$ 103 mi | +9% | 8,25% | 69,3% | 1.092 | 9,98% | 3,6 |
|
| 1962 |
1962
McDaniel Terry & Co
Austin,
Texas
| US$ 1,22 bi | +US$ 78,5 mi | +7% | 10,4% | 57,9% | 102 | 13,73% | 6,2 |
|
| 1963 |
1963
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 1,22 bi | +US$ 31,9 mi | +3% | 7,78% | 57,9% | 329 | 11,25% | 0,6 |
|
| 1964 |
1964
Stadion Money Management
Watkinsville,
Georgia
| US$ 1,22 bi | +US$ 215 mi | +21% | 8,15% | 55,3% | 26 | 15,38% | 2,6 |
|
| 1965 |
1965
Teewinot Capital Advisers
New York
| US$ 1,22 bi | +US$ 238 mi | +24% | 18,2% | 149% | 45 | 24,44% | 3,7 |
|
| 1966 |
1966
Generali Investments CEE
Prague,
Czech Republic
| US$ 1,22 bi | +US$ 144 mi | +13% | 8,38% | – | 390 | 3,59% | 0,5 |
|
| 1967 |
1967
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 1,21 bi | +US$ 109 mi | +10% | 9,23% | 88,1% | 465 | 13,55% | 1,9 |
|
| 1968 |
1968
SP Asset Management
Cupertino,
California
| US$ 1,21 bi | +US$ 77,6 mi | +7% | 11,3% | 92,4% | 132 | 9,09% | 4,1 |
|
| 1969 |
1969
RWWM Inc
Rocklin,
California
| US$ 1,21 bi | -US$ 31,3 mi | -3% | 3,74% | 40,6% | 23 | 21,74% | 4,9 |
|
| 1970 |
1970
DLD Asset Management
New York
| US$ 1,21 bi | -US$ 91,8 mi | -7% | 1,82% | 10,3% | 318 | 73,58% | 0,1 |
|
| 1971 |
1971
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,21 bi | +US$ 86,1 mi | +8% | 9,6% | 80% | 739 | 14,75% | 3,3 |
|
| 1972 |
1972
Ardmore Road Asset Management
New York
| US$ 1,21 bi | +US$ 233 mi | +24% | 27,6% | 245% | 60 | 71,67% | 0,4 |
|
| 1973 |
1973
Globeflex Capital
San Diego,
California
| US$ 1,21 bi | +US$ 125 mi | +12% | 11,8% | 186% | 466 | 19,31% | 2,2 |
|
| 1974 |
1974
Payden & Rygel
Los Angeles,
California
| US$ 1,21 bi | +US$ 44 mi | +4% | 9,32% | 103% | 134 | 22,39% | 4,5 |
|
| 1975 |
PWMAG
1975
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,2 bi | +US$ 133 mi | +12% | 9,61% | 90,7% | 394 | 11,93% | 4,2 |
|