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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
Cisco Systems
San Jose,
California
| US$ 462 mi | +US$ 25,3 mi | +6% | 5,96% | 210% | 4 | 0% | 1,8 |
|
| 1952 |
1952
CapWealth Advisors
Franklin,
Tennessee
| US$ 462 mi | +US$ 46,2 mi | +11% | 7% | 152% | 338 | 73,67% | 2,5 |
|
| 1953 |
1953
Jacobs & Co
San Francisco,
California
| US$ 461 mi | +US$ 12,6 mi | +3% | 1,46% | 105% | 122 | 3,28% | 2,9 |
|
| 1954 |
1954
Auxier Asset Management
Aurora,
Oregon
| US$ 460 mi | +US$ 12,9 mi | +3% | 3,97% | 71,7% | 156 | 5,77% | 2,9 |
|
| 1955 |
1955
Summit Securities Group
New York
| US$ 460 mi | +US$ 163 mi | +55% | 3,84% | 136% | 337 | 78,04% | 0,1 |
|
| 1956 |
1956
Overbrook Management Corp
New York
| US$ 460 mi | +US$ 25,6 mi | +6% | 8,33% | 157% | 82 | 8,54% | 2,3 |
|
| 1957 |
1957
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 459 mi | +US$ 21,7 mi | +5% | 0,38% | 64,5% | 66 | 48,48% | 1,5 |
|
| 1958 |
1958
Invesco Private Capital
New York
| US$ 459 mi | +US$ 75,8 mi | +20% | 20,7% | 41,9% | 6 | 16,67% | 2,6 |
|
| 1959 |
NC
1959
Nokomis Capital
Dallas,
Texas
| US$ 458 mi | -US$ 9,8 mi | -2% | 15,7% | 145% | 54 | 37,04% | 1,4 |
|
| 1960 |
TAM
1960
Telemark Asset Management
Boston,
Massachusetts
| US$ 458 mi | -US$ 23,8 mi | -5% | 6,03% | 329% | 59 | 62,71% | 0,6 |
|
| 1961 |
1961
Perigon Wealth Management
San Francisco,
California
| US$ 458 mi | +US$ 68,6 mi | +18% | 1,32% | 93,8% | 787 | 32,66% | 0,7 |
|
| 1962 |
1962
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 458 mi | +US$ 45,3 mi | +11% | 0,02% | 4,8% | 27 | 0% | 1,2 |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 458 mi | +US$ 29,6 mi | +7% | 8,68% | 451% | 22 | 13,64% | 2,4 |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| US$ 458 mi | -US$ 455 mi | -50% | 0,54% | 375% | 27 | 44,44% | 1,2 |
|
| 1965 |
1965
Strategy Asset Managers
Pasadena,
California
| US$ 457 mi | +US$ 11 mi | +2% | 4,04% | 115% | 151 | 35,1% | 2,1 |
|
| 1966 |
1966
MCF Advisors
Covington,
Kentucky
| US$ 457 mi | +US$ 34,7 mi | +8% | 1,87% | 50,2% | 489 | 15,75% | 2,3 |
|
| 1967 |
1967
Community Bank
Dewitt,
New York
| US$ 456 mi | +US$ 17,8 mi | +4% | 2,9% | 73,5% | 496 | 10,48% | 1,5 |
|
| 1968 |
AH
1968
Allen Holding
New York
| US$ 456 mi | +US$ 2,6 mi | +0,6% | 2,51% | 135% | 7 | 0% | 3,5 |
|
| 1969 |
1969
Howe & Rusling
Rochester,
New York
| US$ 456 mi | -US$ 8,4 mi | -2% | 2% | 82% | 1.119 | 12,96% | 1,9 |
|
| 1970 |
1970
Harvest Fund Management
Beijing,
China
| US$ 455 mi | – | – | 4,26% | 327% | 212 | – | 0 |
|
| 1971 |
1971
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 455 mi | +US$ 35,1 mi | +8% | 2,65% | 67,7% | 109 | 18,35% | 1,1 |
|
| 1972 |
AAM
1972
Autus Asset Management
Scottsdale,
Arizona
| US$ 454 mi | +US$ 7,93 mi | +2% | 0,53% | 26,3% | 153 | 3,92% | 2,6 |
|
| 1973 |
VCM
1973
V3 Capital Management
Dallas,
Texas
| US$ 453 mi | +US$ 37,8 mi | +9% | 6,09% | 20,5% | 21 | 61,9% | 0,4 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| US$ 452 mi | +US$ 4,66 mi | +1% | 7,63% | 66,3% | 46 | 60,87% | 0,5 |
|
| 1975 |
1975
Bienville Capital Management
New York
| US$ 452 mi | +US$ 56,5 mi | +14% | 0,93% | 36,3% | 169 | 22,49% | 0,9 |
|