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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
Tensile Capital Management
Larkspur,
California
| US$ 495 mi | +US$ 39,8 mi | +9% | 1,65% | 47,7% | 22 | 13,64% | 1,7 |
|
| 1977 |
1977
Paradigm Asset Management
New York
| US$ 495 mi | -US$ 30 mi | -6% | 2,4% | 73,8% | 703 | 24,61% | 1,4 |
|
| 1978 |
1978
Northstar Investment Advisors
Denver,
Colorado
| US$ 495 mi | -US$ 402 mil | -0,1% | 2,35% | 85,8% | 122 | 10,66% | 2,5 |
|
| 1979 |
1979
Jacobs Asset Management
New York
| US$ 495 mi | +US$ 26,2 mi | +6% | 2,59% | 114% | 52 | 25% | 1,7 |
|
| 1980 |
1980
Harvey Investment Company
Louisville,
Kentucky
| US$ 494 mi | +US$ 10,4 mi | +2% | 3,3% | 56,4% | 82 | 3,66% | 3,3 |
|
| 1981 |
1981
Element Capital Management
New York
| US$ 494 mi | +US$ 121 mi | +32% | 1,99% | 49,4% | 155 | 95,48% | 0 |
|
| 1982 |
1982
Black-and-white Capital
Los Angeles,
California
| US$ 494 mi | +US$ 69,9 mi | +16% | 14,3% | 265% | 50 | 68% | 0,2 |
|
| 1983 |
MCTIC
1983
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 493 mi | -US$ 23,1 mi | -4% | 3,1% | 38,8% | 94 | 5,32% | 3 |
|
| 1984 |
1984
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 493 mi | -US$ 14,7 mi | -3% | 1,72% | 96,1% | 131 | 7,63% | 2,7 |
|
| 1985 |
1985
Winslow Asset Management
Beachwood,
Ohio
| US$ 492 mi | +US$ 3,78 mi | +0,8% | 2,37% | 89,9% | 96 | 5,21% | 3,3 |
|
| 1986 |
1986
Howe & Rusling
Rochester,
New York
| US$ 492 mi | -US$ 7,83 mi | -2% | 2,99% | 82% | 1.096 | 19,62% | 2,2 |
|
| 1987 |
1987
Mangrove Partners
Greenwich,
Connecticut
| US$ 490 mi | +US$ 53,2 mi | +12% | 4,17% | 185% | 26 | 34,62% | 1 |
|
| 1988 |
1988
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| US$ 490 mi | -US$ 40 mi | -8% | 2,07% | 55,6% | 139 | 61,15% | 0,2 |
|
| 1989 |
1989
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 490 mi | +US$ 18,7 mi | +4% | 2,15% | 42,8% | 27 | 22,22% | 1,8 |
|
| 1990 |
KFS
1990
Kurt F. Somerville
| US$ 490 mi | +US$ 17 mi | +4% | 4,36% | 92,9% | 110 | 7,27% | 3,2 |
|
| 1991 |
1991
Auxier Asset Management
Aurora,
Oregon
| US$ 490 mi | +US$ 12,2 mi | +3% | 3,91% | 71,7% | 155 | 1,29% | 3,3 |
|
| 1992 |
1992
Vicus Capital
State College,
Pennsylvania
| US$ 489 mi | +US$ 25,9 mi | +6% | 1,74% | 59,6% | 241 | 12,03% | 2 |
|
| 1993 |
1993
McGowan Group Asset Management
Dallas,
Texas
| US$ 489 mi | -US$ 15,5 mi | -3% | 1,44% | 69,8% | 82 | 9,76% | 1,9 |
|
| 1994 |
1994
Brouwer & Janachowski
Mill Valley,
California
| US$ 489 mi | +US$ 30,7 mi | +7% | 1,65% | 41,8% | 54 | 9,26% | 2,1 |
|
| 1995 |
1995
Sound Point Capital Management
New York
| US$ 489 mi | +US$ 69,6 mi | +17% | 5,06% | 61,5% | 34 | 20,59% | 0,8 |
|
| 1996 |
1996
Summit Equities
Parsippany,
New Jersey
| US$ 488 mi | +US$ 41,7 mi | +9% | 1,91% | 40,7% | 34 | 32,35% | 1,7 |
|
| 1997 |
1997
Cypress Asset Management
Houston,
Texas
| US$ 488 mi | -US$ 35,6 mi | -7% | 2,33% | 141% | 216 | 13,89% | 2,8 |
|
| 1998 |
1998
Deltec Asset Management
New York
| US$ 488 mi | -US$ 1,24 mi | -0,3% | 2,16% | 128% | 197 | 30,96% | 1,5 |
|
| 1999 |
1999
BTR Capital Management
Oakland,
California
| US$ 487 mi | +US$ 9,23 mi | +2% | 2,13% | 35% | 158 | 6,96% | 3 |
|
| 2000 |
2000
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 487 mi | +US$ 148 mi | +44% | 2,23% | – | 246 | 25,61% | 2,5 |
|