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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
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 801 mi | +US$ 95,8 mi | +14% | 28,9% | 217% | 32 | 37,5% | 1 |
|
| 1952 |
1952
Mirabella Financial Services
London,
United Kingdom
| US$ 801 mi | +US$ 71,8 mi | +10% | 29,4% | 86,2% | 540 | 79,26% | 0,2 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 801 mi | +US$ 2,52 mi | +0,3% | 12% | 58,8% | 70 | 14,29% | 2,4 |
|
| 1954 |
1954
InterWest Venture Management
San Francisco,
California
| US$ 801 mi | +US$ 454 mi | +131% | 60,5% | 57,6% | 13 | 7,69% | 2,8 |
|
| 1955 |
1955
Global Retirement Partners
San Rafael,
California
| US$ 798 mi | +US$ 115 mi | +17% | 13,3% | – | 1.855 | 14,61% | 2,4 |
|
| 1956 |
1956
Oracle Investment Management
Greenwich,
Connecticut
| US$ 798 mi | +US$ 39,2 mi | +5% | 23,7% | 865% | 24 | 25% | 3,5 |
|
| 1957 |
1957
Kayak Investment Partners
San Francisco,
California
| US$ 798 mi | +US$ 65,7 mi | +9% | 14,8% | 27% | 35 | 31,43% | 0,9 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 797 mi | +US$ 122 mi | +18% | 11,5% | 77,5% | 440 | 15,68% | 2,4 |
|
| 1959 |
1959
Wildcat Capital Management
New York
| US$ 796 mi | +US$ 483 mi | +154% | 39,3% | 77,7% | 31 | 38,71% | 1,2 |
|
| 1960 |
1960
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 795 mi | +US$ 64,2 mi | +9% | 11,8% | 94,5% | 579 | 9,84% | 3,5 |
|
| 1961 |
1961
Horan Capital Management
Hunt Valley,
Maryland
| US$ 794 mi | +US$ 115 mi | +17% | 13,3% | 69,2% | 37 | 10,81% | 2,7 |
|
| 1962 |
1962
Zions Bancorporation
Salt Lake City,
Utah
| US$ 794 mi | +US$ 89,8 mi | +13% | 13,6% | 22,9% | 1.069 | 11,88% | 1,9 |
|
| 1963 |
1963
Granger Management
New York
| US$ 794 mi | – | – | 13,3% | 69,9% | 39 | – | 0 |
|
| 1964 |
SCP
1964
Syntal Capital Partners
Midland,
Texas
| US$ 793 mi | +US$ 571 mi | +257% | 95% | 102% | 137 | 40,15% | 1,7 |
|
| 1965 |
1965
Summit Trail Advisors
New York
| US$ 793 mi | +US$ 276 mi | +53% | 17,1% | 74,8% | 259 | 46,33% | 0,7 |
|
| 1966 |
1966
Endurance Wealth Management
Providence,
Rhode Island
| US$ 792 mi | +US$ 112 mi | +17% | 15,8% | 59% | 658 | 5,62% | 3,8 |
|
| 1967 |
1967
Fidelity National Financial
Jacksonville,
Florida
| US$ 791 mi | +US$ 104 mi | +15% | 16,3% | 21,4% | 32 | 6,25% | 2,8 |
|
| 1968 |
1968
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 791 mi | +US$ 76 mi | +11% | 13,1% | 28,2% | 150 | 14,67% | 3,8 |
|
| 1969 |
1969
III Capital Management
Boca Raton,
Florida
| US$ 791 mi | +US$ 237 mi | +43% | 2,77% | 28,7% | 108 | 31,48% | 0,3 |
|
| 1970 |
1970
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 791 mi | +US$ 133 mi | +20% | 23,2% | 138% | 31 | 6,45% | 3,1 |
|
| 1971 |
1971
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 791 mi | -US$ 605 mil | -0,1% | 39,2% | 170% | 229 | 33,19% | 1,6 |
|
| 1972 |
1972
Scopia Capital Management
New York
| US$ 791 mi | -US$ 55,8 mi | -7% | 51,6% | 58,7% | 22 | 50% | 1,4 |
|
| 1973 |
PCR
1973
Potrero Capital Research
San Francisco,
California
| US$ 790 mi | +US$ 484 mi | +158% | 25,2% | 226% | 85 | 50,59% | 0,6 |
|
| 1974 |
1974
Condor Capital Management
Martinsville,
New Jersey
| US$ 790 mi | +US$ 103 mi | +15% | 12,8% | 64,8% | 198 | 13,13% | 4,1 |
|
| 1975 |
1975
Koshinski Asset Management
Decatur,
Illinois
| US$ 789 mi | +US$ 45 mi | +6% | 13,3% | 82,9% | 591 | 22% | 1,4 |
|