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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
Meteora Capital
Boca Raton,
Florida
| US$ 1,36 bi | +US$ 161 mi | +13% | 1,58% | 56,9% | 539 | 50,46% | 0,4 |
|
| 1952 |
1952
Washington Trust Bank
Spokane,
Washington
| US$ 1,36 bi | -US$ 71,7 mi | -5% | 0,69% | 89,9% | 215 | 12,09% | 6,1 |
|
| 1953 |
1953
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,36 bi | -US$ 20,9 mi | -2% | 1,29% | 93,8% | 173 | 8,09% | 5,9 |
|
| 1954 |
1954
KMG Fiduciary Partners
Toledo,
Ohio
| US$ 1,35 bi | -US$ 54,6 mi | -4% | 2,36% | 114% | 273 | 8,42% | 3,9 |
|
| 1955 |
1955
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 1,35 bi | -US$ 130 mi | -9% | 8,7% | 23,3% | 51 | 5,88% | 4,1 |
|
| 1956 |
1956
McIlrath & Eck
Arlington,
Washington
| US$ 1,35 bi | +US$ 273 mi | +25% | 0,69% | 44% | 1.722 | 47,68% | 2,5 |
|
| 1957 |
1957
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 1,35 bi | +US$ 6,2 mi | +0,5% | 0,9% | 67% | 235 | 24,26% | 3,4 |
|
| 1958 |
1958
CapWealth Advisors
Franklin,
Tennessee
| US$ 1,35 bi | -US$ 114 mi | -8% | 7,12% | 152% | 124 | 7,26% | 5,4 |
|
| 1959 |
1959
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 1,35 bi | -US$ 16,6 mi | -1% | 0,25% | 86,3% | 376 | 13,3% | 3,8 |
|
| 1960 |
PO
1960
PBCay One
Dubai,
United Arab Emirates
| US$ 1,34 bi | +US$ 777 mi | +137% | 10,3% | – | 19 | 47,37% | 0,4 |
|
| 1961 |
1961
HoldCo Asset Management
Fort Lauderdale,
Florida
| US$ 1,34 bi | +US$ 14,2 mi | +1% | 1,26% | – | 30 | 6,67% | 2,6 |
|
| 1962 |
1962
Verity & Verity
Beaufort,
South Carolina
| US$ 1,34 bi | +US$ 54,6 mi | +4% | 4,41% | 90,4% | 156 | 14,1% | 5 |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 1,34 bi | +US$ 160 mi | +14% | 17,2% | 451% | 14 | 7,14% | 8,1 |
|
| 1964 |
1964
Fusion Family Wealth
Woodbury,
New York
| US$ 1,34 bi | +US$ 19,8 mi | +1% | 0,39% | 62,2% | 49 | 10,2% | 5,4 |
|
| 1965 |
NEWAS
1965
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$ 1,34 bi | -US$ 14,9 mi | -1% | 0,75% | 51,1% | 959 | 11,68% | 1,4 |
|
| 1966 |
1966
Baring Fintech Manager Holding
Castel,
Guernsey
| US$ 1,34 bi | -US$ 73,3 mi | -5% | 5,2% | – | 1 | 0% | 1,3 |
|
| 1967 |
1967
49 Wealth Management
Austin,
Texas
| US$ 1,34 bi | +US$ 107 mi | +9% | 0,23% | – | 231 | 26,41% | 1,2 |
|
| 1968 |
1968
WBH Advisory
Baltimore,
Maryland
| US$ 1,34 bi | -US$ 15,2 mi | -1% | 1,96% | 57,6% | 363 | 9,09% | 6,4 |
|
| 1969 |
1969
Arete Wealth Advisors
Chicago,
Illinois
| US$ 1,33 bi | -US$ 109 mi | -8% | 0,36% | 85,3% | 406 | 32,27% | 3 |
|
| 1970 |
1970
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 1,33 bi | -US$ 503 mi | -27% | 0,09% | 4,8% | 451 | 43,24% | 0,3 |
|
| 1971 |
1971
Wellspring Financial Advisors
Cleveland,
Ohio
| US$ 1,33 bi | +US$ 68,8 mi | +5% | 1,16% | 77,2% | 315 | 24,76% | 1,8 |
|
| 1972 |
1972
NBC Securities
Birmingham,
Alabama
| US$ 1,33 bi | -US$ 1,53 mi | -0,1% | 1,79% | 93,1% | 2.971 | 20,6% | 1,4 |
|
| 1973 |
1973
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 1,33 bi | -US$ 64,2 mi | -5% | 0,08% | 106% | 236 | 12,29% | 1,8 |
|
| 1974 |
1974
Compass Rose Asset Management
New York
| US$ 1,33 bi | +US$ 100 mi | +8% | 4,65% | 41% | 36 | 77,78% | 0,2 |
|
| 1975 |
1975
SHP Wealth Management
Plymouth,
Massachusetts
| US$ 1,33 bi | +US$ 40,5 mi | +3% | 2,37% | – | 1.931 | 25,12% | 0,2 |
|