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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
Community Bank
Dewitt,
New York
| US$ 438 mi | +US$ 14,3 mi | +3% | 2,24% | 73,5% | 501 | 15,17% | 1,3 |
|
| 1977 |
1977
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 438 mi | +US$ 26,3 mi | +6% | 4,87% | 64,5% | 43 | 18,6% | 2 |
|
| 1978 |
1978
Cisco Systems
San Jose,
California
| US$ 437 mi | -US$ 48,7 mi | -10% | 21,2% | 210% | 5 | 40% | 1,5 |
|
| 1979 |
1979
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 437 mi | -US$ 135 mil | -0% | 2,18% | 86% | 325 | 20% | 2 |
|
| 1980 |
1980
Northstar Investment Advisors
Denver,
Colorado
| US$ 436 mi | +US$ 1,89 mi | +0,4% | 0,84% | 85,8% | 115 | 14,78% | 2,2 |
|
| 1981 |
NAP
1981
New Amsterdam Partners
New York
| US$ 435 mi | +US$ 23,6 mi | +6% | 12,5% | 73,9% | 140 | 35% | 0,9 |
|
| 1982 |
1982
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 435 mi | +US$ 15 mi | +4% | 1,25% | 76,5% | 485 | 33,61% | 1,3 |
|
| 1983 |
1983
Dudley & Shanley
Palm Beach,
Florida
| US$ 435 mi | -US$ 3,2 mi | -0,7% | 2,41% | 67,9% | 34 | 14,71% | 1,9 |
|
| 1984 |
1984
American Assets Investment Management
San Diego,
California
| US$ 435 mi | +US$ 24,1 mi | +6% | 2,46% | 507% | 139 | 11,51% | 2 |
|
| 1985 |
1985
Sarissa Capital Management
Greenwich,
Connecticut
| US$ 434 mi | +US$ 81,9 mi | +23% | 49,8% | 80% | 16 | 18,75% | 1,6 |
|
| 1986 |
1986
Overbrook Management Corp
New York
| US$ 434 mi | -US$ 42,9 mi | -9% | 8,22% | 157% | 85 | 16,47% | 2,1 |
|
| 1987 |
1987
CNA Financial
Chicago,
Illinois
| US$ 433 mi | +US$ 31,2 mi | +8% | 7,02% | 48,6% | 189 | 11,64% | 2,2 |
|
| 1988 |
SAS
1988
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| US$ 433 mi | -US$ 75,4 mi | -15% | 6,28% | 29,3% | 18 | 33,33% | 1,2 |
|
| 1989 |
OH
1989
Overlook Holdings
Tortola,
British Virgin Islands
| US$ 433 mi | +US$ 163 mi | +60% | 19,7% | – | 2 | 0% | 1,8 |
|
| 1990 |
1990
Ativo Capital Management
Chicago,
Illinois
| US$ 433 mi | +US$ 22,8 mi | +6% | 7,81% | 63,8% | 235 | 19,57% | 1,5 |
|
| 1991 |
1991
Fidelity National Financial
Jacksonville,
Florida
| US$ 432 mi | +US$ 46,5 mi | +12% | 0,91% | 2,54% | 25 | 12% | 1,7 |
|
| 1992 |
1992
PT Asset Management
Chicago,
Illinois
| US$ 431 mi | -US$ 192 mi | -31% | 9,28% | 7,94% | 253 | 30,43% | 0,8 |
|
| 1993 |
1993
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 431 mi | +US$ 7,55 mi | +2% | 5,58% | 64,3% | 158 | 8,86% | 2,5 |
|
| 1994 |
SC
1994
Selz Capital
New York
| US$ 429 mi | +US$ 77,7 mi | +22% | 12,9% | 10,2% | 62 | 27,42% | 1,4 |
|
| 1995 |
1995
Riverpark Capital Management
New York
| US$ 429 mi | +US$ 223 mi | +108% | 9,95% | 152% | 38 | 2,63% | 1,7 |
|
| 1996 |
1996
FrontFour Capital Group
Greenwich,
Connecticut
| US$ 429 mi | +US$ 66,6 mi | +18% | 14,7% | 8,55% | 48 | 64,58% | 0,6 |
|
| 1997 |
1997
InterOcean Capital
Chicago,
Illinois
| US$ 429 mi | +US$ 16,6 mi | +4% | 4,15% | 32,1% | 170 | 10,59% | 1,9 |
|
| 1998 |
1998
Condor Capital Management
Martinsville,
New Jersey
| US$ 428 mi | +US$ 10,1 mi | +2% | 3,64% | 58,2% | 196 | 10,2% | 2,2 |
|
| 1999 |
1999
Mangrove Partners
Greenwich,
Connecticut
| US$ 428 mi | +US$ 26,7 mi | +7% | 11,2% | 185% | 33 | 42,42% | 1,4 |
|
| 2000 |
OCMI
2000
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 428 mi | +US$ 15,7 mi | +4% | 8,99% | 451% | 22 | 18,18% | 2,2 |
|