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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
Davidson & Garrard
Lynchburg,
Virginia
| US$ 411 mi | -US$ 5,17 mi | -1% | 0,41% | 25,2% | 191 | 8,38% | 1,1 |
|
| 1977 |
1977
Dean Investment Associates
Beavercreek,
Ohio
| US$ 411 mi | -US$ 22,6 mi | -5% | 1,18% | 63,5% | 244 | 19,26% | 0,9 |
|
| 1978 |
ECM
1978
Empire Capital Management
Westport,
Connecticut
| US$ 410 mi | -US$ 149 mi | -27% | 5,4% | 17,2% | 87 | 83,91% | 0,1 |
|
| 1979 |
1979
Tensile Capital Management
Larkspur,
California
| US$ 409 mi | +US$ 14,4 mi | +4% | 2,2% | 47,7% | 20 | 20% | 0,6 |
|
| 1980 |
1980
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$ 409 mi | +US$ 1,86 mi | +0,5% | 2,15% | 132% | 516 | 1,74% | 1,2 |
|
| 1981 |
AL
1981
Agran Libbie
Santa Monica,
California
| US$ 409 mi | +US$ 17,5 mi | +4% | 1,5% | 27,5% | 128 | 14,84% | 1 |
|
| 1982 |
1982
Novare Capital Management
Charlotte,
North Carolina
| US$ 409 mi | -US$ 2,15 mi | -0,5% | 1,13% | 76,5% | 128 | 10,16% | 1,1 |
|
| 1983 |
1983
Longfellow Investment Management
Boston,
Massachusetts
| US$ 407 mi | -US$ 125 mi | -23% | 6,77% | 45,9% | 74 | 52,7% | 0,5 |
|
| 1984 |
1984
Obermeyer Wealth Partners
Aspen,
Colorado
| US$ 407 mi | -US$ 4,06 mi | -1% | 1,13% | 91,3% | 69 | 11,59% | 0,9 |
|
| 1985 |
1985
Planning Alternatives
Birmingham,
Michigan
| US$ 407 mi | +US$ 2,15 mi | +0,5% | 1,62% | 69,6% | 48 | 4,17% | 0,9 |
|
| 1986 |
1986
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 406 mi | -US$ 13,5 mi | -3% | 1,33% | 229% | 42 | 14,29% | 1 |
|
| 1987 |
MTIP
1987
Magee Thomson Investment Partners
San Diego,
California
| US$ 406 mi | -US$ 3,49 mi | -0,9% | 7% | 94,3% | 171 | 27,49% | 0,7 |
|
| 1988 |
1988
Petrus Trust Company
Dallas,
Texas
| US$ 406 mi | +US$ 31 mi | +8% | 1,75% | 36,9% | 56 | 23,21% | 0,9 |
|
| 1989 |
PWM
1989
Patriot Wealth Management
Houston,
Texas
| US$ 405 mi | +US$ 9,8 mi | +2% | 0,14% | 24,3% | 65 | 15,38% | 1 |
|
| 1990 |
MG
1990
MDE Group
Morristown,
New Jersey
| US$ 404 mi | -US$ 30,7 mi | -7% | 0,22% | – | 69 | 18,84% | 1,2 |
|
| 1991 |
1991
Arrowgrass Capital Partners
London,
United Kingdom
| US$ 403 mi | -US$ 63,2 mi | -14% | 1,33% | – | 16 | 62,5% | 0,5 |
|
| 1992 |
OCMI
1992
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 403 mi | -US$ 31,4 mi | -7% | 3,92% | 451% | 23 | 17,39% | 1,1 |
|
| 1993 |
1993
Highmount Capital
New York
| US$ 401 mi | -US$ 15,2 mi | -4% | 1,06% | – | 146 | 7,53% | 1,1 |
|
| 1994 |
1994
Benjamin F. Edwards & Company
St. Louis,
Missouri
| US$ 401 mi | +US$ 7,29 mi | +2% | 1,23% | 19,7% | 1.031 | 13,58% | 1 |
|
| 1995 |
ABI
1995
Adamant Biomedical Investments
Zurich,
Switzerland
| US$ 401 mi | – | – | 5,6% | – | 96 | – | 0 |
|
| 1996 |
1996
Bainco International Investors
Boston,
Massachusetts
| US$ 401 mi | -US$ 207 mil | -0,1% | 0,31% | 69,4% | 91 | 6,59% | 1 |
|
| 1997 |
1997
Quantitative Advantage
Minnetonka,
Minnesota
| US$ 400 mi | -US$ 29,6 mi | -7% | 0,37% | 45,9% | 60 | 51,67% | 0,4 |
|
| 1998 |
OH
1998
Overlook Holdings
Tortola,
British Virgin Islands
| US$ 399 mi | -US$ 67,4 mi | -14% | 2,39% | – | 3 | 33,33% | 1,3 |
|
| 1999 |
1999
Aureus Asset Management
Boston,
Massachusetts
| US$ 399 mi | -US$ 1,5 mi | -0,4% | 0,26% | 93,9% | 148 | 20,27% | 0,9 |
|
| 2000 |
KCP
2000
KDI Capital Partners
Raleigh,
North Carolina
| US$ 398 mi | +US$ 11,4 mi | +3% | 1,74% | 77,1% | 43 | 20,93% | 1 |
|