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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Garde Capital
Seattle,
Washington
| US$ 821 mi | +US$ 157 mi | +24% | 13,9% | 67,6% | 261 | 38,31% | 1,9 |
|
| 1927 |
C
1927
Chescapmanager
Baltimore,
Maryland
| US$ 820 mi | +US$ 202 mi | +33% | 34,1% | 179% | 75 | 48% | 0,8 |
|
| 1928 |
1928
Alpine Woods Capital Investors
Purchase,
New York
| US$ 820 mi | +US$ 158 mi | +24% | 16,5% | 118% | 253 | 19,37% | 3,3 |
|
| 1929 |
TFP
1929
Triple Frond Partners
San Francisco,
California
| US$ 820 mi | -US$ 359 mi | -30% | 10,8% | 92,9% | 11 | 27,27% | 2,9 |
|
| 1930 |
SCM
1930
Somerset Capital Management
London,
United Kingdom
| US$ 820 mi | +US$ 78,1 mi | +11% | 18,2% | 7,5% | 20 | 25% | 3 |
|
| 1931 |
1931
Osborne Partners Capital Management
San Francisco,
California
| US$ 818 mi | +US$ 321 mi | +65% | 14,5% | 70,7% | 189 | 21,16% | 4,3 |
|
| 1932 |
WDA
1932
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 818 mi | +US$ 67,6 mi | +9% | 10,7% | 58,7% | 156 | 10,26% | 5,4 |
|
| 1933 |
1933
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 816 mi | +US$ 135 mi | +20% | 13,4% | 24% | 262 | 24,81% | 3,1 |
|
| 1934 |
1934
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 816 mi | +US$ 164 mi | +25% | 40,3% | 81% | 37 | 8,11% | 3,3 |
|
| 1935 |
1935
Zazove Associates
Incline Village,
Nevada
| US$ 815 mi | +US$ 45,7 mi | +6% | 5,89% | 11% | 118 | 11,86% | 1,4 |
|
| 1936 |
1936
Executive Wealth Management
Brighton,
Michigan
| US$ 814 mi | +US$ 90,8 mi | +13% | 9,29% | 18,4% | 183 | 20,77% | 1,2 |
|
| 1937 |
1937
ARS Investment Partners
New York
| US$ 812 mi | +US$ 176 mi | +28% | 22,2% | 266% | 126 | 15,87% | 1,8 |
|
| 1938 |
1938
Vicus Capital
State College,
Pennsylvania
| US$ 811 mi | +US$ 106 mi | +15% | 13% | 67% | 241 | 15,77% | 3,2 |
|
| 1939 |
1939
Discovery Capital Management
South Norwalk,
Connecticut
| US$ 811 mi | +US$ 159 mi | +24% | 39,4% | 871% | 85 | 64,71% | 0,3 |
|
| 1940 |
1940
Avior Wealth Management
Omaha,
Nebraska
| US$ 811 mi | +US$ 109 mi | +16% | 14,7% | 71,4% | 1.135 | 18,41% | 2,5 |
|
| 1941 |
1941
Cardan Capital Partners
Denver,
Colorado
| US$ 810 mi | +US$ 57,8 mi | +8% | 10,4% | 64% | 254 | 18,11% | 1,7 |
|
| 1942 |
1942
Evensky & Katz
Coral Gables,
Florida
| US$ 808 mi | +US$ 70,6 mi | +10% | 15,5% | 61,1% | 83 | 12,05% | 3,7 |
|
| 1943 |
1943
Flagship Harbor Advisors
Boston,
Massachusetts
| US$ 806 mi | +US$ 65,9 mi | +9% | 13,6% | 75,7% | 2.041 | 72,56% | 2,8 |
|
| 1944 |
1944
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 806 mi | +US$ 91,7 mi | +13% | 18,8% | 125% | 154 | 14,29% | 3,8 |
|
| 1945 |
1945
Essex Investment Management
Boston,
Massachusetts
| US$ 806 mi | +US$ 107 mi | +15% | 34,6% | 370% | 531 | 19,21% | 2 |
|
| 1946 |
1946
Prospector Partners
Guilford,
Connecticut
| US$ 804 mi | +US$ 139 mi | +21% | 20,1% | 53,6% | 119 | 13,45% | 3,6 |
|
| 1947 |
1947
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 804 mi | +US$ 102 mi | +15% | 16,8% | 64,8% | 118 | 16,95% | 1,6 |
|
| 1948 |
1948
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 802 mi | – | – | 22,6% | 107% | 1 | – | 0 |
|
| 1949 |
1949
Parsifal Capital Management
Greenwich,
Connecticut
| US$ 802 mi | +US$ 242 mi | +43% | 31,5% | 154% | 19 | 42,11% | 0,4 |
|
| 1950 |
1950
2Xideas
Kusnacht,
Switzerland
| US$ 802 mi | – | – | 17,7% | 68,3% | 66 | – | 0 |
|