Estamos no ar no !
Saiba mais
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
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 1,36 bi | +US$ 17 mi | +1% | 2,2% | 86,3% | 360 | 12,22% | 3,9 |
|
| 1952 |
1952
Teewinot Capital Advisers
New York
| US$ 1,36 bi | +US$ 75,7 mi | +6% | 8,53% | 149% | 37 | 24,32% | 3,1 |
|
| 1953 |
1953
ADAR1 Capital Management
Austin,
Texas
| US$ 1,36 bi | +US$ 297 mi | +28% | 43,3% | – | 305 | 40,98% | 0,7 |
|
| 1954 |
1954
Prelude Capital Management
New York
| US$ 1,36 bi | +US$ 77,6 mi | +6% | 9,53% | 198% | 1.633 | 54,32% | 0,7 |
|
| 1955 |
1955
Redmile Group
San Francisco,
California
| US$ 1,36 bi | +US$ 330 mi | +32% | 50,7% | 777% | 43 | 27,91% | 4,6 |
|
| 1956 |
1956
Paradigm Operations
San Francisco,
California
| US$ 1,36 bi | -US$ 508 mi | -27% | 29,3% | 230% | 3 | 33,33% | 1,5 |
|
| 1957 |
1957
Strategy Capital
Los Altos,
California
| US$ 1,36 bi | -US$ 156 mi | -10% | 3,3% | 316% | 11 | 9,09% | 3,6 |
|
| 1958 |
1958
Steelhead Partners
Seattle,
Washington
| US$ 1,35 bi | -US$ 312 mi | -19% | 0,01% | 0,4% | 25 | 8% | 1,2 |
|
| 1959 |
1959
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$ 1,35 bi | +US$ 79,3 mi | +6% | 2,37% | 63% | 587 | 22,32% | 1,2 |
|
| 1960 |
1SP
1960
140 Summer Partners
New York
| US$ 1,35 bi | +US$ 202 mi | +18% | 7,18% | 202% | 27 | 40,74% | 0,9 |
|
| 1961 |
1961
DLD Asset Management
New York
| US$ 1,35 bi | -US$ 31,9 mi | -2% | 1,27% | 10,3% | 568 | 72,54% | 0,2 |
|
| 1962 |
1962
Recurrent Investment Advisors
Houston,
Texas
| US$ 1,35 bi | +US$ 48,2 mi | +4% | 0,77% | 99,7% | 73 | 15,07% | 3,3 |
|
| 1963 |
NEWAS
1963
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$ 1,35 bi | +US$ 233 mi | +21% | 1,72% | 51,1% | 933 | 14,36% | 1,3 |
|
| 1964 |
1964
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 1,35 bi | +US$ 43,3 mi | +3% | 2,89% | 116% | 488 | 20,08% | 2,2 |
|
| 1965 |
1965
WBH Advisory
Baltimore,
Maryland
| US$ 1,35 bi | +US$ 40,8 mi | +3% | 1,92% | 57,6% | 352 | 5,11% | 6,4 |
|
| 1966 |
1966
Cantor Fitzgerald Investment Advisors
New York
| US$ 1,35 bi | -US$ 121 mi | -8% | 2,07% | 73,4% | 199 | 10,55% | 3,8 |
|
| 1967 |
1967
Counterpoint Mutual Funds
San Diego,
California
| US$ 1,35 bi | +US$ 83,6 mi | +7% | 0,99% | 74,3% | 533 | 76,74% | 0,2 |
|
| 1968 |
1968
Alua Capital Management
New York
| US$ 1,35 bi | -US$ 99,4 mi | -7% | 0,29% | 99,4% | 23 | 34,78% | 1,4 |
|
| 1969 |
1969
Abrams Bison Investments
Bethesda,
Maryland
| US$ 1,35 bi | +US$ 73,2 mi | +6% | 4,48% | 170% | 10 | 10% | 2,7 |
|
| 1970 |
1970
Austin Private Wealth
Austin,
Texas
| US$ 1,35 bi | +US$ 27,1 mi | +2% | 2,01% | 62,3% | 331 | 15,11% | 2,6 |
|
| 1971 |
1971
Liberty 77 Capital
Washington,
District of Columbia
| US$ 1,35 bi | +US$ 128 mi | +11% | 13% | – | 4 | 0% | 0,8 |
|
| 1972 |
1972
Elequin Capital
New York
| US$ 1,35 bi | -US$ 500 mi | -27% | 4,02% | 52,4% | 450 | 76,22% | 0,2 |
|
| 1973 |
1973
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 1,34 bi | +US$ 48,9 mi | +4% | 1,57% | 67% | 223 | 17,49% | 3,1 |
|
| 1974 |
1974
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 1,34 bi | +US$ 21,2 mi | +2% | 4,05% | 88,1% | 490 | 12,45% | 2,2 |
|
| 1975 |
1975
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 1,34 bi | +US$ 89,8 mi | +7% | 2,25% | 52,6% | 122 | 13,93% | 2,2 |
|