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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
RP Management
New York
| US$ 667 mi | +US$ 150 mi | +29% | 74,6% | 208% | 6 | 0% | 1,4 |
|
| 1952 |
1952
Cardano Risk Management
Rotterdam,
Netherlands
| US$ 667 mi | +US$ 42 mi | +7% | 13% | 200% | 5 | 0% | 1,6 |
|
| 1953 |
1953
First Interstate Bank
Billings,
Montana
| US$ 666 mi | -US$ 57 mi | -8% | 6,65% | 49,7% | 166 | 40,96% | 4,5 |
|
| 1954 |
1954
Dai-ichi Life Holdings
Tokyo,
Japan
| US$ 666 mi | +US$ 17,2 mi | +3% | 2,65% | – | 1 | 0% | 3,3 |
|
| 1955 |
1955
Lenox Wealth Advisors
New York
| US$ 665 mi | +US$ 34,4 mi | +5% | 5,89% | 35,7% | 693 | 24,39% | 1,8 |
|
| 1956 |
1956
Coastline Trust
Providence,
Rhode Island
| US$ 665 mi | +US$ 31,9 mi | +5% | 7,71% | 106% | 320 | 6,88% | 4,9 |
|
| 1957 |
1957
Prospector Partners
Guilford,
Connecticut
| US$ 665 mi | +US$ 90,2 mi | +16% | 5,48% | 53,6% | 114 | 14,04% | 3,7 |
|
| 1958 |
1958
Thomasville National Bank
Thomasville,
Georgia
| US$ 665 mi | +US$ 20,4 mi | +3% | 6,72% | – | 200 | 8% | 3,7 |
|
| 1959 |
1959
Garde Capital
Seattle,
Washington
| US$ 664 mi | -US$ 27,1 mi | -4% | 7,73% | 67,6% | 198 | 39,9% | 2,6 |
|
| 1960 |
1960
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 664 mi | +US$ 38,9 mi | +6% | 7,2% | 87,5% | 87 | 12,64% | 4 |
|
| 1961 |
1961
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 664 mi | -US$ 1,24 mi | -0,2% | 9,01% | 86,3% | 286 | 18,18% | 2,1 |
|
| 1962 |
1962
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 664 mi | +US$ 36,9 mi | +6% | 8,02% | 72,9% | 170 | 3,53% | 5 |
|
| 1963 |
1963
TD Capital Management
Memphis,
Tennessee
| US$ 664 mi | +US$ 54,3 mi | +9% | 5,17% | 40,5% | 301 | 11,96% | 3,3 |
|
| 1964 |
1964
Arete Wealth Advisors
Chicago,
Illinois
| US$ 664 mi | +US$ 86,4 mi | +15% | 7,52% | 94,6% | 422 | 22,27% | 2,1 |
|
| 1965 |
1965
ACG Wealth
Atlanta,
Georgia
| US$ 663 mi | +US$ 50,4 mi | +8% | 10,8% | 45,5% | 308 | 16,56% | 3,2 |
|
| 1966 |
1966
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 662 mi | +US$ 35,6 mi | +6% | 9,73% | 67,5% | 193 | 55,96% | 1,8 |
|
| 1967 |
1967
Fiduciary Group
Savannah,
Georgia
| US$ 662 mi | +US$ 62,7 mi | +10% | 7,78% | 67,1% | 215 | 11,63% | 3,7 |
|
| 1968 |
1968
Alpine Woods Capital Investors
Purchase,
New York
| US$ 662 mi | +US$ 142 mi | +27% | 10% | 105% | 265 | 16,23% | 3,2 |
|
| 1969 |
1969
Community Bank
Dewitt,
New York
| US$ 662 mi | +US$ 66,3 mi | +11% | 7,41% | 86,3% | 498 | 12,85% | 3,8 |
|
| 1970 |
1970
Carret Asset Management
New York
| US$ 661 mi | +US$ 44,9 mi | +7% | 9,15% | 106% | 268 | 8,58% | 5 |
|
| 1971 |
1971
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 660 mi | +US$ 10,1 mi | +2% | 5,18% | 93,5% | 67 | 7,46% | 5,4 |
|
| 1972 |
1972
Kintegral Advisory
New York
| US$ 660 mi | +US$ 38 mi | +6% | 11,7% | 143% | 266 | 0% | 1,7 |
|
| 1973 |
1973
Arcus Capital Partners
Atlanta,
Georgia
| US$ 659 mi | +US$ 298 mi | +83% | 72,5% | 69,2% | 87 | 50,57% | 3,2 |
|
| 1974 |
1974
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 658 mi | +US$ 80 mi | +14% | 9,92% | 28,3% | 969 | 17,54% | 1,6 |
|
| 1975 |
1975
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 658 mi | +US$ 22 mi | +3% | 14,9% | 138% | 30 | 10% | 3,1 |
|