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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
SP Asset Management
Cupertino,
California
| US$ 1000 mi | +US$ 42,9 mi | +4% | 6,45% | 112% | 133 | 11,28% | 2,2 |
|
| 1977 |
1977
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 1000 mi | +US$ 98,6 mi | +11% | 9,59% | 94,5% | 664 | 6,48% | 3,8 |
|
| 1978 |
1978
Twin Capital Management
Mcmurray,
Pennsylvania
| US$ 999 mi | +US$ 23,3 mi | +2% | 12,3% | 132% | 309 | 14,24% | 3,1 |
|
| 1979 |
1979
Soleus Capital Management
Greenwich,
Connecticut
| US$ 999 mi | +US$ 357 mi | +56% | 5,31% | 508% | 94 | 52,13% | 0,5 |
|
| 1980 |
1980
McDaniel Terry & Co
Austin,
Texas
| US$ 998 mi | +US$ 141 mi | +16% | 12,6% | 76,6% | 98 | 10,2% | 4,1 |
|
| 1981 |
1981
Main Management
San Francisco,
California
| US$ 998 mi | +US$ 68,6 mi | +7% | 6,46% | 64,1% | 155 | 21,94% | 2,9 |
|
| 1982 |
1982
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 998 mi | +US$ 495 mi | +98% | 7,85% | 12,6% | 300 | 28% | 2,7 |
|
| 1983 |
1983
Icon Wealth Partners
Houston,
Texas
| US$ 997 mi | +US$ 50,2 mi | +5% | 9,43% | – | 355 | 14,37% | 1,9 |
|
| 1984 |
1984
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 997 mi | +US$ 5,97 mi | +0,6% | 2,85% | 170% | 202 | 5,45% | 1,8 |
|
| 1985 |
AIC
1985
AWM Investment Company
New York
| US$ 997 mi | -US$ 22,1 mi | -2% | 6,34% | 778% | 128 | 14,84% | 2,3 |
|
| 1986 |
1986
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 996 mi | +US$ 39,5 mi | +4% | 7,42% | 76,6% | 259 | 15,83% | 2,6 |
|
| 1987 |
1987
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 996 mi | +US$ 50,3 mi | +5% | 6,67% | 84,6% | 78 | 6,41% | 2,7 |
|
| 1988 |
1988
Meeder Asset Management
Dublin,
Ohio
| US$ 995 mi | -US$ 912 mi | -48% | 5,77% | 156% | 2.761 | 60,96% | 2,1 |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| US$ 994 mi | +US$ 79,5 mi | +9% | 8,96% | 26,3% | 180 | 6,11% | 5,1 |
|
| 1990 |
1990
Krilogy Financial
St. Louis,
Missouri
| US$ 992 mi | -US$ 9,9 mi | -1% | 7,21% | 79% | 287 | 10,1% | 3 |
|
| 1991 |
1991
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 992 mi | +US$ 95,7 mi | +11% | 13,7% | 67,5% | 98 | 11,22% | 2,7 |
|
| 1992 |
1992
Montanaro Asset Management
London,
United Kingdom
| US$ 991 mi | +US$ 162 mi | +19% | 12,4% | 49,6% | 48 | 2,08% | 0,8 |
|
| 1993 |
1993
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 989 mi | +US$ 76,7 mi | +8% | 9,55% | 68,6% | 183 | 3,83% | 5,8 |
|
| 1994 |
WDA
1994
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 988 mi | +US$ 91,5 mi | +10% | 14,3% | 58,7% | 156 | 2,56% | 6 |
|
| 1995 |
1995
Delta Accumulation LLC
Sausalito,
California
| US$ 988 mi | – | – | 6,2% | 96,5% | 154 | – | 0 |
|
| 1996 |
1996
TruWealth Advisors
Metairie,
Louisiana
| US$ 988 mi | +US$ 91,1 mi | +10% | 6,4% | 56,3% | 128 | 11,72% | 0,8 |
|
| 1997 |
1997
Novare Capital Management
Charlotte,
North Carolina
| US$ 986 mi | +US$ 85,4 mi | +9% | 9,19% | 76,5% | 169 | 17,16% | 3,5 |
|
| 1998 |
SRFM
1998
Shannon River Fund Management
New York
| US$ 986 mi | -US$ 432 mi | -30% | 0,84% | 554% | 69 | 52,17% | 0,8 |
|
| 1999 |
WCM
1999
Woodson Capital Management
Greenwich,
Connecticut
| US$ 986 mi | -US$ 463 mi | -32% | 2,22% | 235% | 50 | 48% | 1,2 |
|
| 2000 |
2000
Mirabella Financial Services
London,
United Kingdom
| US$ 986 mi | +US$ 224 mi | +29% | 7,71% | 86,2% | 674 | 80,71% | 0,2 |
|