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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
Newport Asia
San Francisco,
California
| US$ 452 mi | -US$ 48,6 mi | -10% | 11,6% | – | 7 | 0% | 1,6 |
|
| 1977 |
1977
SCF Partners
Houston,
Texas
| US$ 452 mi | -US$ 30 mi | -6% | 10,8% | 2,1% | 1 | 0% | 3,5 |
|
| 1978 |
KFS
1978
Kurt F. Somerville
| US$ 451 mi | -US$ 7,73 mi | -2% | 0,91% | 92,9% | 116 | 9,48% | 2,8 |
|
| 1979 |
1979
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 451 mi | -US$ 16,1 mi | -3% | 5,25% | 123% | 175 | 10,86% | 2 |
|
| 1980 |
1980
Berkshire Partners
Boston,
Massachusetts
| US$ 451 mi | -US$ 72,7 mi | -14% | 13,9% | 79% | 1 | 0% | 3,5 |
|
| 1981 |
1981
Castle Hook Partners
New York
| US$ 450 mi | – | – | 13% | 1.120% | 25 | – | 0 |
|
| 1982 |
1982
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 450 mi | -US$ 3,63 mi | -0,8% | 2,59% | 117% | 81 | 14,81% | 2,1 |
|
| 1983 |
RA
1983
Rovida Advisors
Fort Lauderdale,
Florida
| US$ 450 mi | +US$ 248 mi | +123% | 2,39% | 24,8% | 18 | 55,56% | 0,4 |
|
| 1984 |
GCP
1984
Garelick Capital Partners
Boston,
Massachusetts
| US$ 450 mi | +US$ 275 mi | +157% | 1,08% | 195% | 43 | 69,77% | 0,3 |
|
| 1985 |
CWM
1985
Concert Wealth Management
San Jose,
California
| US$ 450 mi | -US$ 373 mi | -45% | 3,97% | 28,5% | 1.043 | 54,84% | 2,4 |
|
| 1986 |
1986
Halsey Associates
New Haven,
Connecticut
| US$ 449 mi | -US$ 12,4 mi | -3% | 1,98% | 63,8% | 103 | 6,8% | 2,8 |
|
| 1987 |
1987
Condor Capital Management
Martinsville,
New Jersey
| US$ 449 mi | +US$ 20,6 mi | +5% | 4,34% | 58,2% | 195 | 10,77% | 2,5 |
|
| 1988 |
1988
Goodnow Investment Group
Darien,
Connecticut
| US$ 449 mi | +US$ 26,6 mi | +6% | 12,5% | 131% | 24 | 8,33% | 2,3 |
|
| 1989 |
1989
Vicus Capital
State College,
Pennsylvania
| US$ 449 mi | +US$ 9,02 mi | +2% | 2,6% | 59,6% | 249 | 22,49% | 1,6 |
|
| 1990 |
1990
Cardan Capital Partners
Denver,
Colorado
| US$ 448 mi | +US$ 784 mil | +0,2% | 1,33% | 64% | 125 | 20% | 0,7 |
|
| 1991 |
1991
ARGA Investment Management
Stamford,
Connecticut
| US$ 448 mi | +US$ 83,2 mi | +23% | 0,65% | 78,1% | 64 | 40,63% | 0,9 |
|
| 1992 |
1992
Hays Advisory
Franklin,
Tennessee
| US$ 448 mi | -US$ 152 mi | -25% | 1,28% | 31,8% | 82 | 59,76% | 0,7 |
|
| 1993 |
1993
CNA Financial
Chicago,
Illinois
| US$ 448 mi | +US$ 14,2 mi | +3% | 8,02% | 48,6% | 188 | 17,02% | 2,4 |
|
| 1994 |
1994
Income Research & Management
Boston,
Massachusetts
| US$ 448 mi | -US$ 166 mi | -27% | 0,24% | 1,19% | 33 | 6,06% | 2 |
|
| 1995 |
1995
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 447 mi | -US$ 18,9 mi | -4% | 5,76% | 34,2% | 45 | 13,33% | 2,8 |
|
| 1996 |
1996
Northstar Investment Advisors
Denver,
Colorado
| US$ 447 mi | +US$ 11 mi | +3% | 0,52% | 85,8% | 122 | 22,13% | 2,2 |
|
| 1997 |
1997
Omni Partners
London,
United Kingdom
| US$ 447 mi | +US$ 103 mi | +30% | 11,1% | 412% | 38 | 81,58% | 0,1 |
|
| 1998 |
1998
BTR Capital Management
Oakland,
California
| US$ 446 mi | US$ 0 | 0% | 1,61% | 35% | 164 | 0% | 2,5 |
|
| 1999 |
1999
Keel Point
Huntsville,
Alabama
| US$ 445 mi | +US$ 182 mi | +69% | 2,6% | 76,4% | 173 | 26,01% | 1 |
|
| 2000 |
2000
Antipodes Partners
Royal Exchange,
Australia
| US$ 445 mi | – | – | 0,21% | 96,4% | 19 | – | 0 |
|