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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
Griffin Asset Management
New York
| US$ 562 mi | +US$ 8,16 mi | +1% | 6,75% | 80,7% | 218 | 10,09% | 1,8 |
|
| 1977 |
OIM
1977
Opus Investment Management
Worcester,
Massachusetts
| US$ 561 mi | +US$ 10,1 mi | +2% | 4,9% | 52,8% | 95 | 8,42% | 3 |
|
| 1978 |
AB
1978
Atlas Brown
Louisville,
Kentucky
| US$ 560 mi | +US$ 89,3 mi | +19% | 16,5% | 115% | 145 | 9,66% | 3 |
|
| 1979 |
1979
Planning Alternatives
Birmingham,
Michigan
| US$ 560 mi | +US$ 22,3 mi | +4% | 4,89% | 69,6% | 56 | 8,93% | 3,3 |
|
| 1980 |
1980
Corsair Capital Management
New York
| US$ 560 mi | -US$ 36,4 mi | -6% | 6,73% | 435% | 82 | 35,37% | 1,7 |
|
| 1981 |
1981
Advisor Partners
Walnut Creek,
California
| US$ 560 mi | +US$ 50,5 mi | +10% | 7,53% | 63,8% | 585 | 20% | 2 |
|
| 1982 |
1982
Stewart & Patten Company
Lafayette,
California
| US$ 560 mi | +US$ 11,7 mi | +2% | 6,48% | 27,5% | 105 | 6,67% | 3,3 |
|
| 1983 |
1983
GenTrust
Miami,
Florida
| US$ 558 mi | +US$ 29,3 mi | +6% | 3,35% | 53% | 90 | 12,22% | 0,8 |
|
| 1984 |
1984
EAM Investors
Solana Beach,
California
| US$ 558 mi | -US$ 194 mi | -26% | 22,6% | 6.012% | 398 | 52,76% | 0,4 |
|
| 1985 |
1985
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 558 mi | +US$ 36,2 mi | +7% | 6,01% | 106% | 190 | 15,26% | 2,6 |
|
| 1986 |
1986
Ithaka Group
Arlington,
Virginia
| US$ 558 mi | +US$ 13,7 mi | +3% | 6,81% | 143% | 43 | 13,95% | 2,6 |
|
| 1987 |
1987
PM Capital
Sydney,
Australia
| US$ 557 mi | +US$ 39,8 mi | +8% | 9,45% | 105% | 27 | 11,11% | 2,5 |
|
| 1988 |
1988
Astor Investment Management
Chicago,
Illinois
| US$ 556 mi | +US$ 15,3 mi | +3% | 5,42% | 23,3% | 43 | 13,95% | 1,6 |
|
| 1989 |
GPCM
1989
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 556 mi | +US$ 59,9 mi | +12% | 12% | 96,1% | 17 | 11,76% | 3,5 |
|
| 1990 |
1990
Foundation Resource Management
Little Rock,
Arkansas
| US$ 556 mi | -US$ 48 mi | -8% | 5,42% | 84,5% | 62 | 6,45% | 3,8 |
|
| 1991 |
1991
CapWealth Advisors
Franklin,
Tennessee
| US$ 556 mi | +US$ 35 mi | +7% | 6,34% | 152% | 106 | 8,49% | 3 |
|
| 1992 |
1992
TRV GP II
Boston,
Massachusetts
| US$ 555 mi | – | – | 24,9% | 20,8% | 5 | – | 0 |
|
| 1993 |
1993
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 555 mi | +US$ 13,7 mi | +3% | 4,91% | 120% | 115 | 43,48% | 0,8 |
|
| 1994 |
BPIH
1994
Broad Peak Investment Holdings
Singapore
| US$ 555 mi | – | – | 1,43% | 52,2% | 7 | – | 0 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| US$ 554 mi | +US$ 21,2 mi | +4% | 3,92% | 212% | 79 | 7,59% | 3,6 |
|
| 1996 |
1996
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 554 mi | +US$ 28,5 mi | +5% | 6,15% | – | 251 | 5,58% | 2,8 |
|
| 1997 |
1997
Northstar Investment Advisors
Denver,
Colorado
| US$ 554 mi | +US$ 41,5 mi | +8% | 6,43% | 85,8% | 128 | 12,5% | 2,8 |
|
| 1998 |
1998
Dorsey Wright & Associates
Pasadena,
California
| US$ 553 mi | +US$ 119 mi | +28% | 10% | 311% | 152 | 21,71% | 0,8 |
|
| 1999 |
1999
Jacobs & Co
San Francisco,
California
| US$ 553 mi | +US$ 21,4 mi | +4% | 6,36% | 105% | 124 | 2,42% | 3,8 |
|
| 2000 |
2000
Essex Woodlands Management
The Woodlands,
Texas
| US$ 553 mi | -US$ 10,4 mi | -2% | 21,8% | 55% | 9 | 0% | 3,6 |
|