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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
Cypress Capital Group
Palm Beach,
Florida
| US$ 431 mi | +US$ 10,6 mi | +3% | 5,59% | 97,8% | 228 | 17,11% | 1,2 |
|
| 1977 |
1977
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$ 431 mi | +US$ 47,6 mi | +12% | 8,24% | 58,1% | 846 | 13,12% | 1,1 |
|
| 1978 |
1978
Benjamin F. Edwards & Company
St. Louis,
Missouri
| US$ 431 mi | +US$ 30,3 mi | +8% | 4,74% | 19,7% | 1.086 | 14,46% | 1,1 |
|
| 1979 |
1979
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 431 mi | +US$ 36,9 mi | +9% | 8,17% | 50,7% | 62 | 8,06% | 1,3 |
|
| 1980 |
1980
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 431 mi | +US$ 18,3 mi | +4% | 3,99% | 52,8% | 62 | 17,74% | 1,1 |
|
| 1981 |
1981
Harvey Investment Company
Louisville,
Kentucky
| US$ 430 mi | +US$ 34,1 mi | +9% | 9,26% | 56,4% | 89 | 3,37% | 1,4 |
|
| 1982 |
1982
Vestar Capital Partners
New York
| US$ 430 mi | +US$ 35,6 mi | +9% | 9,03% | – | 1 | 0% | 0,3 |
|
| 1983 |
1983
CNA Financial
Chicago,
Illinois
| US$ 430 mi | -US$ 91,5 mi | -18% | 3,28% | 48,6% | 216 | 24,54% | 1,1 |
|
| 1984 |
1984
Professional Advisory Services
Vero Beach,
Florida
| US$ 429 mi | +US$ 15,6 mi | +4% | 4,84% | 69,3% | 62 | 11,29% | 1,1 |
|
| 1985 |
JMH
1985
J.M. Hartwell
New York
| US$ 428 mi | +US$ 1,36 mi | +0,3% | 4,29% | 72,2% | 110 | 23,64% | 1 |
|
| 1986 |
PWM
1986
Patriot Wealth Management
Houston,
Texas
| US$ 428 mi | +US$ 22,7 mi | +6% | 3,54% | 24,3% | 65 | 15,38% | 1,2 |
|
| 1987 |
ACP
1987
Andalusian Capital Partners
Greenwich,
Connecticut
| US$ 427 mi | +US$ 94,8 mi | +29% | 8,2% | – | 59 | 62,71% | 0,4 |
|
| 1988 |
1988
Corsair Capital
New York
| US$ 427 mi | +US$ 52,3 mi | +14% | 14% | 17,1% | 3 | 0% | 0,8 |
|
| 1989 |
KPF
1989
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 426 mi | – | – | 9,26% | 76,5% | 160 | – | 0 |
|
| 1990 |
1990
CapWealth Advisors
Franklin,
Tennessee
| US$ 426 mi | -US$ 14,5 mi | -3% | 4,84% | 152% | 385 | 77,14% | 1,3 |
|
| 1991 |
1991
Private Wealth Partners
Mill Valley,
California
| US$ 425 mi | -US$ 30 mi | -7% | 2,91% | 132% | 185 | 29,19% | 1,2 |
|
| 1992 |
1992
Travelers Companies
Saint Paul,
Minnesota
| US$ 425 mi | -US$ 17 mi | -4% | 4,66% | – | 38 | 34,21% | 1 |
|
| 1993 |
DMK
1993
David M. Knott
| US$ 424 mi | -US$ 101 mi | -19% | 9,75% | 81% | 87 | 25,29% | 1,1 |
|
| 1994 |
GIM
1994
Greylin Investment Management
Orange,
Virginia
| US$ 424 mi | +US$ 5,43 mi | +1% | 2,46% | 52,1% | 67 | 10,45% | 1,2 |
|
| 1995 |
1995
McDaniel Terry & Co
Austin,
Texas
| US$ 423 mi | +US$ 4,9 mi | +1% | 2,13% | 57,9% | 50 | 2% | 1,4 |
|
| 1996 |
1996
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 423 mi | +US$ 16,6 mi | +4% | 8,49% | 229% | 44 | 18,18% | 1,2 |
|
| 1997 |
1997
Gratus Capital
Atlanta,
Georgia
| US$ 422 mi | – | – | 1,92% | 51,4% | 79 | – | 0 |
|
| 1998 |
1998
Granite Investment Advisors
Concord,
New Hampshire
| US$ 422 mi | -US$ 9,44 mi | -2% | 2,9% | 55,6% | 108 | 15,74% | 1,3 |
|
| 1999 |
1999
Bainco International Investors
Boston,
Massachusetts
| US$ 422 mi | +US$ 21,6 mi | +5% | 8,47% | 69,4% | 92 | 10,87% | 1,2 |
|
| 2000 |
2000
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 422 mi | +US$ 9,7 mi | +2% | 2,9% | 34% | 98 | 14,29% | 1,3 |
|