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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
Oxbow Advisors
Austin,
Texas
| US$ 525 mi | -US$ 40,6 mi | -7% | 1,99% | 66,3% | 264 | 19,7% | 2,2 |
|
| 1977 |
1977
Ally Financial
Detroit,
Michigan
| US$ 525 mi | +US$ 20,7 mi | +4% | 2,58% | 9,35% | 126 | 29,37% | 1,3 |
|
| 1978 |
1978
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 525 mi | +US$ 19,3 mi | +4% | 6,6% | 123% | 141 | 9,93% | 2,5 |
|
| 1979 |
1979
Woodstock Corp
Boston,
Massachusetts
| US$ 525 mi | +US$ 14,4 mi | +3% | 4,16% | 115% | 166 | 6,02% | 3,3 |
|
| 1980 |
1980
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 525 mi | -US$ 149 mil | -0% | 3,43% | 97,9% | 25 | 8% | 2,7 |
|
| 1981 |
1981
Jacobs Asset Management
New York
| US$ 524 mi | +US$ 29,4 mi | +6% | 4,12% | 114% | 50 | 20% | 1,8 |
|
| 1982 |
1982
Steel Partners Holdings
New York
| US$ 524 mi | +US$ 73,7 mi | +16% | 22,1% | – | 10 | 0% | 2,5 |
|
| 1983 |
1983
Harvest Capital Strategies
San Francisco,
California
| US$ 524 mi | -US$ 317 mi | -38% | 11,6% | 87,9% | 57 | 33,33% | 1,7 |
|
| 1984 |
1984
Glovista Investments
Jersey City,
New Jersey
| US$ 523 mi | +US$ 67,6 mi | +15% | 7,01% | 2,48% | 130 | 35,38% | 1,5 |
|
| 1985 |
FPCM
1985
Financial Partners Capital Management
New York
| US$ 523 mi | +US$ 44,2 mi | +9% | 5,15% | 34,2% | 121 | 7,44% | 2,6 |
|
| 1986 |
1986
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 522 mi | +US$ 24,8 mi | +5% | 4,82% | 106% | 183 | 13,11% | 2,6 |
|
| 1987 |
3C
1987
361 Capital
Denver,
Colorado
| US$ 522 mi | -US$ 70,8 mi | -12% | 11,5% | 118% | 318 | 72,01% | 0,2 |
|
| 1988 |
1988
Decatur Capital Management
Decatur,
Georgia
| US$ 522 mi | +US$ 45,9 mi | +10% | 6,42% | 135% | 52 | 21,15% | 1,2 |
|
| 1989 |
1989
CapWealth Advisors
Franklin,
Tennessee
| US$ 521 mi | +US$ 21,8 mi | +4% | 3,4% | 152% | 105 | 8,57% | 3 |
|
| 1990 |
AAM
1990
Autus Asset Management
Scottsdale,
Arizona
| US$ 520 mi | +US$ 24 mi | +5% | 4,18% | 26,3% | 154 | 7,14% | 3,1 |
|
| 1991 |
1991
CCM Investment Advisers
Columbia,
South Carolina
| US$ 520 mi | +US$ 8,23 mi | +2% | 6,32% | 170% | 96 | 10,42% | 2,6 |
|
| 1992 |
1992
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 518 mi | +US$ 4,16 mi | +0,8% | 1,56% | 39,9% | 45 | 2,22% | 1,6 |
|
| 1993 |
1993
Vicus Capital
State College,
Pennsylvania
| US$ 518 mi | +US$ 28,4 mi | +6% | 3,47% | 59,6% | 243 | 12,35% | 2,2 |
|
| 1994 |
1994
PM Capital
Sydney,
Australia
| US$ 517 mi | +US$ 30,3 mi | +6% | 5,93% | 105% | 28 | 10,71% | 2,2 |
|
| 1995 |
1995
Brouwer & Janachowski
Mill Valley,
California
| US$ 516 mi | +US$ 27,3 mi | +6% | 3,38% | 41,8% | 54 | 11,11% | 2,4 |
|
| 1996 |
1996
Winslow Asset Management
Beachwood,
Ohio
| US$ 516 mi | +US$ 24,2 mi | +5% | 8,45% | 89,9% | 96 | 5,21% | 3,5 |
|
| 1997 |
1997
South Street Advisors
New York
| US$ 516 mi | +US$ 211 mi | +69% | 3,96% | 169% | 70 | 18,57% | 2,3 |
|
| 1998 |
1998
Navellier & Associates
Reno,
Nevada
| US$ 515 mi | -US$ 154 mi | -23% | 11,9% | 361% | 350 | 46% | 1 |
|
| 1999 |
1999
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 515 mi | +US$ 35 mi | +7% | 6,1% | 69,1% | 49 | 4,08% | 2,7 |
|
| 2000 |
2000
Jabre Capital Partners
Geneva,
Switzerland
| US$ 514 mi | -US$ 603 mi | -54% | 3,8% | 62,9% | 154 | 57,79% | 0,6 |
|