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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
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$ 1,31 bi | +US$ 185 mi | +16% | 23,9% | 397% | 244 | 26,23% | 1,4 |
|
| 1952 |
1952
a16z Perennial Management
Menlo Park,
California
| US$ 1,31 bi | +US$ 1,53 mi | +0,1% | 8,68% | – | 170 | 86,47% | 0,2 |
|
| 1953 |
1953
Governors Lane
New York
| US$ 1,31 bi | +US$ 200 mi | +18% | 9,71% | 133% | 180 | 56,67% | 0,3 |
|
| 1954 |
1954
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,31 bi | +US$ 14,2 mi | +1% | 6,22% | 87,2% | 130 | 6,15% | 6,6 |
|
| 1955 |
1955
Smith, Moore & Co
Clayton,
Missouri
| US$ 1,31 bi | +US$ 114 mi | +10% | 8,01% | 67% | 549 | 11,48% | 4,5 |
|
| 1956 |
MIM
1956
Marco Investment Management
Atlanta,
Georgia
| US$ 1,31 bi | +US$ 107 mi | +9% | 10,2% | 127% | 229 | 6,99% | 7,4 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| US$ 1,3 bi | +US$ 144 mi | +12% | 9,09% | 88,6% | 395 | 14,18% | 2,7 |
|
| 1958 |
1958
Recurrent Investment Advisors
Houston,
Texas
| US$ 1,3 bi | +US$ 68,3 mi | +6% | 5,83% | 99,7% | 65 | 3,08% | 3,5 |
|
| 1959 |
1959
Keywise Capital Management (HK)
Hong Kong
| US$ 1,3 bi | +US$ 115 mi | +10% | 25,7% | 684% | 29 | 62,07% | 1,1 |
|
| 1960 |
1960
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 1,3 bi | +US$ 145 mi | +13% | 17,5% | 181% | 196 | 33,16% | 1,4 |
|
| 1961 |
1961
PFM Health Sciences
San Francisco,
California
| US$ 1,3 bi | +US$ 126 mi | +11% | 12,5% | 241% | 85 | 48,24% | 1,3 |
|
| 1962 |
1962
NBC Securities
Birmingham,
Alabama
| US$ 1,3 bi | +US$ 74,9 mi | +6% | 8,5% | 93,1% | 2.901 | 20,3% | 0,9 |
|
| 1963 |
1963
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,3 bi | +US$ 129 mi | +11% | 9,21% | 114% | 323 | 6,19% | 5,8 |
|
| 1964 |
1964
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,3 bi | +US$ 88 mi | +7% | 7,15% | 80% | 746 | 15,01% | 3,5 |
|
| 1965 |
1965
Bouchey Financial Group
Troy,
New York
| US$ 1,3 bi | +US$ 94,7 mi | +8% | 7,1% | 66,7% | 157 | 12,74% | 3,9 |
|
| 1966 |
1966
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,3 bi | +US$ 138 mi | +12% | 11,3% | 109% | 194 | 14,43% | 5 |
|
| 1967 |
1967
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 1,3 bi | +US$ 366 mi | +39% | 9,11% | 85,4% | 2.832 | 7,91% | 4,2 |
|
| 1968 |
1968
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$ 1,29 bi | +US$ 448 mi | +53% | 75,2% | 1.119% | 61 | 32,79% | 1,4 |
|
| 1969 |
1969
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 1,29 bi | +US$ 130 mi | +11% | 7,04% | 67% | 200 | 13,5% | 3,2 |
|
| 1970 |
OHIF
1970
Oriental Harbor Investment Fund
Hong Kong
| US$ 1,29 bi | +US$ 165 mi | +15% | 22,5% | – | 18 | 33,33% | 0,5 |
|
| 1971 |
1971
Verus Capital Partners
Scottsdale,
Arizona
| US$ 1,29 bi | +US$ 166 mi | +15% | 10,9% | 139% | 437 | 18,54% | 2,7 |
|
| 1972 |
1972
Harbor Capital Advisors
Chicago,
Illinois
| US$ 1,29 bi | -US$ 1,09 bi | -46% | 10,4% | 128% | 1.509 | 19,35% | 1,1 |
|
| 1973 |
1973
Teewinot Capital Advisers
New York
| US$ 1,29 bi | +US$ 69,7 mi | +6% | 13,6% | 149% | 41 | 24,39% | 2,8 |
|
| 1974 |
1974
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 1,29 bi | +US$ 110 mi | +9% | 6,82% | 62,7% | 453 | 18,76% | 2,9 |
|
| 1975 |
1975
Naples Global Advisors
Naples,
Florida
| US$ 1,28 bi | +US$ 122 mi | +10% | 9% | 103% | 445 | 8,09% | 5,9 |
|