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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$ 1,51 bi | +US$ 129 mi | +9% | 32,7% | 2.136% | 13 | 15,38% | 2,3 |
|
| 1977 |
1977
Arete Wealth Advisors
Chicago,
Illinois
| US$ 1,51 bi | +US$ 178 mi | +13% | 18% | 85,3% | 376 | 25,8% | 3 |
|
| 1978 |
1978
Hodges Capital Management
Dallas,
Texas
| US$ 1,51 bi | +US$ 302 mi | +25% | 42,2% | 200% | 242 | 23,55% | 3,1 |
|
| 1979 |
1979
NBT Bank
Norwich,
New York
| US$ 1,51 bi | -US$ 16,7 mi | -1% | 11,6% | 68,2% | 1.208 | 23,18% | 3 |
|
| 1980 |
1980
Alaska Permanent Fund
Juneau,
Alaska
| US$ 1,51 bi | -US$ 61,7 mi | -4% | 12,6% | 69,2% | 14 | 50% | 2,4 |
|
| 1981 |
1981
Rush Island Management
New York
| US$ 1,51 bi | +US$ 18,3 mi | +1% | 13,3% | 15,5% | 30 | 53,33% | 0,9 |
|
| 1982 |
1982
Tensor Edge Capital
Weston,
Massachusetts
| US$ 1,51 bi | +US$ 925 mi | +159% | 135% | – | 21 | 33,33% | 0,3 |
|
| 1983 |
1983
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 1,51 bi | +US$ 55,8 mi | +4% | 6,12% | 59,5% | 78 | 2,56% | 5,6 |
|
| 1984 |
1984
Perennial Investment Advisors
Los Angeles,
California
| US$ 1,51 bi | +US$ 250 mi | +20% | 17,8% | 84,3% | 606 | 19,14% | 2,4 |
|
| 1985 |
1985
Fusion Family Wealth
Woodbury,
New York
| US$ 1,51 bi | +US$ 166 mi | +12% | 13,9% | 58,2% | 50 | 6% | 5,4 |
|
| 1986 |
1986
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 1,5 bi | +US$ 853 mi | +131% | 18,3% | 76,6% | 124 | 12,9% | 5,1 |
|
| 1987 |
1987
Emerald Investment Advisers
Leola,
Pennsylvania
| US$ 1,5 bi | +US$ 392 mi | +35% | 33,2% | – | 290 | 21,03% | 0,2 |
|
| 1988 |
1988
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,5 bi | +US$ 47,3 mi | +3% | 11,6% | 54,1% | 368 | 7,07% | 2,1 |
|
| 1989 |
AO
1989
Advisor OS
Chicago,
Illinois
| US$ 1,5 bi | +US$ 117 mi | +8% | 12,4% | 61,2% | 630 | 15,56% | 1,9 |
|
| 1990 |
1990
Mill Capital Management
Concord,
North Carolina
| US$ 1,5 bi | +US$ 183 mi | +14% | 29,1% | 104% | 136 | 10,29% | 3,6 |
|
| 1991 |
1991
Nexpoint Asset Management
Dallas,
Texas
| US$ 1,5 bi | +US$ 6,28 mi | +0,4% | 22,1% | 253% | 114 | 65,79% | 1,3 |
|
| 1992 |
1992
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 1,5 bi | +US$ 188 mi | +14% | 24,6% | 94,2% | 164 | 6,1% | 7 |
|
| 1993 |
1993
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$ 1,5 bi | +US$ 127 mi | +9% | 11,4% | 63% | 710 | 32,82% | 1,3 |
|
| 1994 |
1994
Johns Hopkins University
Baltimore,
Maryland
| US$ 1,5 bi | +US$ 116 mi | +8% | 7,57% | 30,6% | 18 | 27,78% | 1,5 |
|
| 1995 |
NEWAS
1995
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$ 1,5 bi | +US$ 158 mi | +12% | 11,2% | 51,1% | 1.026 | 15,4% | 1,5 |
|
| 1996 |
SL
1996
SWF LLC
Omaha,
Nebraska
| US$ 1,49 bi | +US$ 348 mi | +30% | 13,5% | 87,4% | 15 | 33,33% | 1,3 |
|
| 1997 |
1997
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 1,49 bi | -US$ 547 mi | -27% | 2,06% | 10,4% | 87 | 28,74% | 4,9 |
|
| 1998 |
1998
ProVise Management Group
Clearwater,
Florida
| US$ 1,49 bi | +US$ 101 mi | +7% | 10,9% | 66,8% | 286 | 10,14% | 6,9 |
|
| 1999 |
1999
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$ 1,49 bi | +US$ 514 mi | +53% | 14,8% | 67,5% | 434 | 34,79% | 1,5 |
|
| 2000 |
2000
Levin Capital Strategies
New York
| US$ 1,49 bi | +US$ 172 mi | +13% | 12,7% | 88,6% | 301 | 35,88% | 3,5 |
|