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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
S&T Bank
Indiana,
Pennsylvania
| US$ 561 mi | -US$ 28,8 mi | -5% | 1,74% | 193% | 101 | 18,81% | 3 |
|
| 1977 |
1977
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$ 561 mi | -US$ 16,7 mi | -3% | 1,3% | 127% | 503 | 15,31% | 2,8 |
|
| 1978 |
1978
Aisling Capital
New York
| US$ 561 mi | +US$ 54,9 mi | +11% | 22,2% | 386% | 12 | 16,67% | 3,1 |
|
| 1979 |
NM
1979
Newtyn Management
New York
| US$ 560 mi | -US$ 93,9 mi | -14% | 4,01% | 52% | 28 | 35,71% | 0,9 |
|
| 1980 |
1980
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 559 mi | +US$ 7,61 mi | +1% | 1,33% | 42,8% | 27 | 14,81% | 2,3 |
|
| 1981 |
1981
BBR Partners
New York
| US$ 559 mi | +US$ 26 mi | +5% | 1,76% | 63,4% | 106 | 44,34% | 1,4 |
|
| 1982 |
1982
Middleton & Co
Boston,
Massachusetts
| US$ 559 mi | -US$ 37,3 mi | -6% | 1,93% | 81,8% | 161 | 9,32% | 3,4 |
|
| 1983 |
1983
Capital International
Los Angeles,
California
| US$ 558 mi | +US$ 30,9 mi | +6% | 3,06% | 147% | 179 | 17,88% | 2 |
|
| 1984 |
1984
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 558 mi | -US$ 523 mil | -0,1% | 0,36% | 106% | 189 | 11,64% | 2,8 |
|
| 1985 |
1985
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 556 mi | -US$ 153 mi | -22% | 3,66% | 36,9% | 236 | 27,97% | 2 |
|
| 1986 |
VOAM
1986
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| US$ 556 mi | -US$ 30,6 mi | -5% | 1,03% | 107% | 163 | 41,72% | 1 |
|
| 1987 |
1987
Signet Financial Management
Parsippany,
New Jersey
| US$ 556 mi | +US$ 19 mi | +4% | 2,11% | 65,2% | 951 | 77,71% | 0,4 |
|
| 1988 |
WDA
1988
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 555 mi | -US$ 28,5 mi | -5% | 1,24% | 46% | 158 | 4,43% | 3,8 |
|
| 1989 |
1989
Sector Gamma AS
Oslo,
Norway
| US$ 555 mi | -US$ 40,1 mi | -7% | 2,5% | 35,3% | 41 | 39,02% | 1,8 |
|
| 1990 |
1990
Asia Research & Capital Management
Hong Kong
| US$ 555 mi | +US$ 551 mi | +16.280% | 2,41% | – | 5 | 80% | 0,1 |
|
| 1991 |
1991
PM Capital
Sydney,
Australia
| US$ 554 mi | -US$ 2,49 mi | -0,4% | 0,04% | 105% | 27 | 18,52% | 2,6 |
|
| 1992 |
AH
1992
Allen Holding
New York
| US$ 554 mi | +US$ 16 mi | +3% | 4,22% | 135% | 11 | 18,18% | 3,5 |
|
| 1993 |
1993
Astor Investment Management
Chicago,
Illinois
| US$ 554 mi | -US$ 2,03 mi | -0,4% | 0,33% | 23,3% | 47 | 19,15% | 1,7 |
|
| 1994 |
AAM
1994
Autus Asset Management
Scottsdale,
Arizona
| US$ 553 mi | +US$ 4,76 mi | +0,9% | 0,69% | 26,3% | 154 | 6,49% | 3,5 |
|
| 1995 |
1995
Howe & Rusling
Rochester,
New York
| US$ 552 mi | +US$ 2,26 mi | +0,4% | 1,59% | 82% | 1.044 | 25,1% | 2,3 |
|
| 1996 |
1996
Sound Point Capital Management
New York
| US$ 552 mi | +US$ 57,2 mi | +12% | 13,6% | 61,5% | 43 | 53,49% | 0,8 |
|
| 1997 |
1997
Garde Capital
Seattle,
Washington
| US$ 551 mi | +US$ 20,2 mi | +4% | 0,88% | 57,6% | 174 | 9,2% | 2 |
|
| 1998 |
1998
Randolph Company
Cincinnati,
Ohio
| US$ 550 mi | -US$ 37,8 mi | -6% | 1,01% | 127% | 45 | 22,22% | 1,5 |
|
| 1999 |
1999
Planning Alternatives
Birmingham,
Michigan
| US$ 550 mi | -US$ 10 mi | -2% | 1,13% | 69,6% | 54 | 31,48% | 4 |
|
| 2000 |
2000
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 550 mi | +US$ 2,06 mi | +0,4% | 1,52% | 102% | 201 | 11,94% | 3 |
|