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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
Bainco International Investors
Boston,
Massachusetts
| US$ 414 mi | -US$ 30,1 mi | -7% | 0,02% | 69,4% | 87 | 12,64% | 2 |
|
| 1977 |
1977
Empirical Wealth Management
Seattle,
Washington
| US$ 413 mi | +US$ 2,45 mi | +0,6% | 1,61% | 78,8% | 112 | 14,29% | 2,1 |
|
| 1978 |
1978
Scottrade Investment Management
Saint Louis,
Missouri
| US$ 413 mi | +US$ 71,5 mi | +21% | 1,31% | – | 3 | 0% | 0,3 |
|
| 1979 |
1979
Condor Capital Management
Martinsville,
New Jersey
| US$ 413 mi | +US$ 4,05 mi | +1% | 0,82% | 58,2% | 205 | 20,49% | 1,9 |
|
| 1980 |
1980
Marathon Asset Management (New York)
New York
| US$ 413 mi | -US$ 127 mi | -24% | 14,3% | 490% | 17 | 70,59% | 0,7 |
|
| 1981 |
OCMI
1981
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 413 mi | -US$ 33,7 mi | -8% | 6,37% | 451% | 22 | 27,27% | 2,4 |
|
| 1982 |
1982
Academy Capital Management
Waco,
Texas
| US$ 413 mi | -US$ 28,5 mi | -6% | 0,04% | 71,2% | 50 | 24% | 1,7 |
|
| 1983 |
CA
1983
Cornerstone Advisors
Asheville,
North Carolina
| US$ 413 mi | -US$ 18,2 mi | -4% | 0,52% | 108% | 247 | 28,74% | 1,5 |
|
| 1984 |
TC
1984
Tyvor Capital
Oak Brook,
Illinois
| US$ 412 mi | +US$ 316 mi | +327% | 3,98% | 20,6% | 47 | 59,57% | 0,3 |
|
| 1985 |
1985
Första AP-fonden
Stockholm,
Sweden
| US$ 412 mi | -US$ 2,72 bi | -87% | 8,8% | 140% | 179 | 69,83% | 0,2 |
|
| 1986 |
AAM
1986
Autus Asset Management
Scottsdale,
Arizona
| US$ 412 mi | +US$ 18,3 mi | +5% | 2,87% | 26,3% | 166 | 8,43% | 1,9 |
|
| 1987 |
1987
Equitec Specialists
Chicago,
Illinois
| US$ 411 mi | +US$ 132 mi | +48% | 2,39% | 65,4% | 151 | 49,67% | 0,4 |
|
| 1988 |
1988
SeaBridge Investment Advisors
Summit,
New Jersey
| US$ 411 mi | -US$ 38,7 mi | -9% | 1,52% | 128% | 249 | 13,65% | 1,8 |
|
| 1989 |
1989
Northstar Investment Advisors
Denver,
Colorado
| US$ 411 mi | +US$ 23,2 mi | +6% | 4,45% | 85,8% | 119 | 26,89% | 2 |
|
| 1990 |
1990
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 411 mi | +US$ 11 mi | +3% | 2,28% | 34% | 91 | 9,89% | 2,1 |
|
| 1991 |
1991
Goldentree Asset Management
New York
| US$ 410 mi | -US$ 8,85 mi | -2% | 4,65% | 27,7% | 24 | 54,17% | 0,8 |
|
| 1992 |
1992
Itau USA Asset Management
New York
| US$ 410 mi | +US$ 71,2 mi | +21% | 11,3% | 15,8% | 36 | 30,56% | 1,3 |
|
| 1993 |
1993
Vision Capital Management
Portland,
Oregon
| US$ 410 mi | -US$ 26,6 mi | -6% | 0,18% | 78,4% | 85 | 17,65% | 1,3 |
|
| 1994 |
1994
Central Securities
New York
| US$ 409 mi | -US$ 3,84 mi | -0,9% | 3,53% | 90,2% | 38 | 21,05% | 1,7 |
|
| 1995 |
GA
1995
GRS Advisors
Chicago,
Illinois
| US$ 409 mi | -US$ 300 mi | -42% | 3,74% | 54,3% | 38 | 63,16% | 0,7 |
|
| 1996 |
1996
Cypress Capital Group
Palm Beach,
Florida
| US$ 408 mi | -US$ 6,7 mi | -2% | 2,94% | 97,8% | 188 | 17,02% | 2,3 |
|
| 1997 |
1997
Cobiz Wealth
Denver,
Colorado
| US$ 408 mi | -US$ 15,4 mi | -4% | 2,11% | 54% | 150 | 10,67% | 2 |
|
| 1998 |
1998
Investure LLC
Charlottesville,
Virginia
| US$ 407 mi | -US$ 112 mi | -22% | 6,94% | 55,4% | 12 | 16,67% | 1,4 |
|
| 1999 |
HSC
1999
Harbor Spring Capital
New York
| US$ 406 mi | -US$ 28,2 mi | -6% | 3,14% | – | 14 | 28,57% | 0,2 |
|
| 2000 |
2000
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 405 mi | +US$ 29,2 mi | +8% | 4,15% | 66,7% | 136 | 11,76% | 2,2 |
|