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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
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| US$ 426 mi | +US$ 208 mi | +95% | 2,15% | 40% | 75 | 70,67% | 0,4 |
|
| 1977 |
1977
3I Investments
London Swie 5jd,
United Kingdom
| US$ 426 mi | -US$ 5,65 mi | -1% | 1,31% | 64,3% | 1 | 0% | 2,3 |
|
| 1978 |
1978
Lebenthal Holdings
New York
| US$ 426 mi | -US$ 8,57 mi | -2% | 7,12% | – | 333 | 23,42% | 0,8 |
|
| 1979 |
1979
ARS Investment Partners
New York
| US$ 426 mi | -US$ 10,6 mi | -2% | 8,01% | 260% | 89 | 10,11% | 1,6 |
|
| 1980 |
1980
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$ 426 mi | +US$ 22,6 mi | +6% | 5,2% | 68,7% | 199 | 15,58% | 1,6 |
|
| 1981 |
1981
Pacer Advisors
Malvern,
Pennsylvania
| US$ 426 mi | +US$ 385 mi | +936% | 7,3% | 58,4% | 854 | 88,29% | 0,2 |
|
| 1982 |
1982
Ashford Capital Management
Wilmington,
Delaware
| US$ 425 mi | -US$ 845 mil | -0,2% | 8,64% | 150% | 123 | 21,95% | 1,7 |
|
| 1983 |
1983
De Burlo Group
Boston,
Massachusetts
| US$ 425 mi | -US$ 1,04 mi | -0,2% | 8,98% | 147% | 111 | 18,92% | 1,6 |
|
| 1984 |
1984
Wexford Capital
West Palm Beach,
Florida
| US$ 425 mi | -US$ 92,1 mi | -18% | 4,78% | 128% | 106 | 65,09% | 0,4 |
|
| 1985 |
1985
Choreo LLC
Rockford,
Illinois
| US$ 424 mi | +US$ 42,7 mi | +11% | 5,03% | 74,7% | 169 | 14,79% | 1,4 |
|
| 1986 |
ASA
1986
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 424 mi | +US$ 11,2 mi | +3% | 5,82% | 51,2% | 44 | 11,36% | 2 |
|
| 1987 |
1987
Rail-Splitter Capital Management
Chicago,
Illinois
| US$ 423 mi | +US$ 61,5 mi | +17% | 9,59% | 64,1% | 50 | 38% | 0,7 |
|
| 1988 |
1988
Zuckerman Investment Group
Chicago,
Illinois
| US$ 423 mi | -US$ 2,36 mi | -0,6% | 6% | 111% | 49 | 12,24% | 1,3 |
|
| 1989 |
1989
Cobiz Wealth
Denver,
Colorado
| US$ 423 mi | +US$ 11,5 mi | +3% | 5,94% | 54% | 150 | 13,33% | 1,8 |
|
| 1990 |
1990
Tiptree Advisors
New York
| US$ 423 mi | -US$ 226 mi | -35% | 2,51% | – | 54 | 44,44% | 0,9 |
|
| 1991 |
1991
Greylock XIII
Menlo Park,
California
| US$ 422 mi | – | – | 2,97% | – | 2 | – | 0 |
|
| 1992 |
1992
Cadinha & Co
Honolulu,
Hawaii
| US$ 422 mi | +US$ 9,7 mi | +2% | 6,05% | 132% | 114 | 14,04% | 1,9 |
|
| 1993 |
JCM
1993
JS Capital Management
New York
| US$ 421 mi | -US$ 179 mi | -30% | 9,03% | 52,4% | 64 | 28,13% | 1,1 |
|
| 1994 |
1994
Providence Equity Partners
Providence,
Rhode Island
| US$ 421 mi | +US$ 10,1 mi | +2% | 1,59% | 12,4% | 4 | 25% | 1,9 |
|
| 1995 |
1995
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 421 mi | +US$ 14,2 mi | +3% | 6,21% | 70,6% | 314 | 56,05% | 0,6 |
|
| 1996 |
FPCM
1996
Financial Partners Capital Management
New York
| US$ 420 mi | +US$ 21,9 mi | +5% | 6,91% | 34,2% | 130 | 19,23% | 1,7 |
|
| 1997 |
1997
Goldentree Asset Management
New York
| US$ 419 mi | -US$ 192 mi | -31% | 0,93% | 27,7% | 25 | 36% | 1 |
|
| 1998 |
1998
Professional Advisory Services
Vero Beach,
Florida
| US$ 419 mi | +US$ 20,7 mi | +5% | 5,88% | 69,3% | 61 | 14,75% | 1,7 |
|
| 1999 |
1999
Integre Asset Management
New York
| US$ 418 mi | -US$ 2,4 mi | -0,6% | 7,11% | 74,1% | 180 | 35,56% | 1,3 |
|
| 2000 |
2000
Silverback Asset Management
Chapel Hill,
North Carolina
| US$ 418 mi | -US$ 541 mi | -56% | 5,7% | 92,1% | 49 | 22,45% | 0,7 |
|