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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 597 mi | -US$ 70,9 mi | -11% | 2,1% | 42,8% | 38 | 42,11% | 2,5 |
|
| 1952 |
CCP
1952
Caymus Capital Partners
The Woodlands,
Texas
| US$ 596 mi | -US$ 29,1 mi | -5% | 1,84% | 57,3% | 26 | 61,54% | 1,3 |
|
| 1953 |
1953
Atlantic Investment Management
New York
| US$ 596 mi | -US$ 49,1 mi | -8% | 1,22% | 28,8% | 22 | 36,36% | 1,3 |
|
| 1954 |
GPCM
1954
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 595 mi | +US$ 36,1 mi | +6% | 9,35% | 96,1% | 16 | 0% | 3,9 |
|
| 1955 |
1955
Garde Capital
Seattle,
Washington
| US$ 595 mi | +US$ 17 mi | +3% | 3,63% | 57,6% | 175 | 5,71% | 2,3 |
|
| 1956 |
1956
ORIX Corp
Tokyo,
Japan
| US$ 595 mi | +US$ 10,1 mi | +2% | 1,73% | 11,7% | 1 | 0% | 0,8 |
|
| 1957 |
1957
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 594 mi | +US$ 51,8 mi | +10% | 9,7% | 87,2% | 136 | 8,82% | 3,5 |
|
| 1958 |
BPIH
1958
Broad Peak Investment Holdings
Singapore
| US$ 593 mi | -US$ 199 mi | -25% | 3,7% | 52,2% | 23 | 56,52% | 0,5 |
|
| 1959 |
1959
McDaniel Terry & Co
Austin,
Texas
| US$ 593 mi | +US$ 48,5 mi | +9% | 10,6% | 57,9% | 70 | 14,29% | 3,7 |
|
| 1960 |
1960
Beacon Financial Group
Dallas,
Texas
| US$ 593 mi | +US$ 882 mil | +0,1% | 4,61% | 66,6% | 195 | 12,31% | 2,9 |
|
| 1961 |
1961
Yiheng Capital Management
San Francisco,
California
| US$ 592 mi | -US$ 7,23 mi | -1% | 17,2% | 82% | 16 | 6,25% | 1,9 |
|
| 1962 |
1962
Woodstock Corp
Boston,
Massachusetts
| US$ 592 mi | +US$ 48,5 mi | +9% | 11,9% | 115% | 166 | 4,22% | 4 |
|
| 1963 |
1963
Jacobs & Co
San Francisco,
California
| US$ 591 mi | +US$ 39,2 mi | +7% | 7,41% | 105% | 126 | 4,76% | 4,2 |
|
| 1964 |
1964
SeaCrest Wealth Management
Purchase,
New York
| US$ 591 mi | +US$ 35,9 mi | +6% | 6,05% | 153% | 2.418 | 8,52% | 0,7 |
|
| 1965 |
1965
First Nebraska Trust
Lincoln,
Nebraska
| US$ 591 mi | +US$ 124 mi | +27% | 8,1% | 67,9% | 142 | 2,11% | 3,5 |
|
| 1966 |
1966
Forward Management
San Francisco,
California
| US$ 591 mi | -US$ 17 mi | -3% | 5,05% | 36,9% | 178 | 18,54% | 3,2 |
|
| 1967 |
1967
Parkwood LLC
Cleveland,
Ohio
| US$ 590 mi | -US$ 45,7 mi | -7% | 4,88% | 120% | 153 | 70,59% | 1,3 |
|
| 1968 |
1968
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| US$ 589 mi | -US$ 84,9 mi | -13% | 3,82% | – | 450 | 39,78% | 0,3 |
|
| 1969 |
1969
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 588 mi | +US$ 8,39 mi | +1% | 5,08% | 72,8% | 90 | 16,67% | 3,3 |
|
| 1970 |
1970
Edgestream Partners
Princeton,
New Jersey
| US$ 587 mi | +US$ 96,4 mi | +20% | 2,02% | 41,7% | 361 | 59,83% | 0,4 |
|
| 1971 |
1971
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$ 587 mi | +US$ 27 mi | +5% | 6,93% | 127% | 551 | 15,97% | 2,8 |
|
| 1972 |
BA
1972
Broadview Advisors
Milwaukee,
Wisconsin
| US$ 587 mi | -US$ 39,9 mi | -6% | 6% | 65,3% | 99 | 20,2% | 2 |
|
| 1973 |
PFMOSF
1973
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 586 mi | -US$ 30,8 mi | -5% | 6,1% | 209% | 49 | 46,94% | 0,9 |
|
| 1974 |
1974
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$ 586 mi | +US$ 43,7 mi | +8% | 10,6% | 57,2% | 63 | 7,94% | 3,5 |
|
| 1975 |
1975
BTC Capital Management
Des Moines,
Iowa
| US$ 586 mi | +US$ 163 mi | +39% | 5,88% | – | 189 | 33,86% | 1,9 |
|