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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
Asset Advisors Corp
Augusta,
Georgia
| US$ 575 mi | -US$ 19,7 mi | -3% | 2,29% | 41,4% | 176 | 13,64% | 3,6 |
|
| 1977 |
1977
First Merchants Corp
Muncie,
Indiana
| US$ 575 mi | -US$ 21 mi | -4% | 3,51% | 55,6% | 214 | 9,81% | 2,9 |
|
| 1978 |
1978
Summit Equities
Parsippany,
New Jersey
| US$ 575 mi | -US$ 681 mil | -0,1% | 1,71% | 40,7% | 41 | 12,2% | 1,9 |
|
| 1979 |
1979
AIP LLC
New York
| US$ 575 mi | -US$ 127 mi | -18% | 18,1% | 54,9% | 1 | 0% | 0,5 |
|
| 1980 |
1980
Corient Capital Partners
Newport Beach,
California
| US$ 573 mi | +US$ 31 mi | +6% | 2,3% | 39,2% | 267 | 9,36% | 1,5 |
|
| 1981 |
1981
Bain Capital Credit
Boston,
Massachusetts
| US$ 573 mi | +US$ 507 mi | +764% | 50,8% | 14,4% | 19 | 63,16% | 0,6 |
|
| 1982 |
1982
American Assets Investment Management
San Diego,
California
| US$ 572 mi | +US$ 45,9 mi | +9% | 5,04% | 507% | 180 | 7,22% | 2,8 |
|
| 1983 |
CLCM
1983
Crawford Lake Capital Management
Lakewood,
New Jersey
| US$ 572 mi | +US$ 103 mi | +22% | 14% | 571% | 133 | 88,72% | 0,1 |
|
| 1984 |
1984
Capital International
Los Angeles,
California
| US$ 572 mi | +US$ 13,6 mi | +2% | 4,95% | 147% | 181 | 7,73% | 2,1 |
|
| 1985 |
AAM
1985
Autus Asset Management
Scottsdale,
Arizona
| US$ 571 mi | +US$ 18,1 mi | +3% | 3,41% | 26,3% | 157 | 7,01% | 3,5 |
|
| 1986 |
1986
Evensky & Katz
Coral Gables,
Florida
| US$ 571 mi | -US$ 8,97 mi | -2% | 3% | 57,1% | 66 | 9,09% | 3,2 |
|
| 1987 |
1987
Cetera Investment Advisers
Schaumburg,
Illinois
| US$ 569 mi | +US$ 34,9 mi | +7% | 2,63% | 73,4% | 450 | 20% | 1,5 |
|
| 1988 |
AL
1988
Arnhold LLC
New York
| US$ 568 mi | +US$ 38,9 mi | +7% | 0,82% | 156% | 157 | 20,38% | 0,2 |
|
| 1989 |
1989
Park Avenue Securities
New York
| US$ 568 mi | +US$ 117 mi | +26% | 0,34% | 71% | 203 | 19,7% | 0,7 |
|
| 1990 |
1990
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 567 mi | +US$ 10,9 mi | +2% | 5,16% | 36,9% | 231 | 22,08% | 2,1 |
|
| 1991 |
1991
Signet Financial Management
Parsippany,
New Jersey
| US$ 567 mi | +US$ 11 mi | +2% | 0,86% | 65,2% | 1.189 | 34,99% | 0,6 |
|
| 1992 |
1992
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 565 mi | -US$ 70,1 mi | -11% | 0,3% | 198% | 191 | 14,66% | 3,1 |
|
| 1993 |
1993
Mariner Independent Advisor Network
Overland Park,
Kansas
| US$ 565 mi | -US$ 1,06 bi | -65% | 2,06% | 39,5% | 345 | 64,35% | 0,9 |
|
| 1994 |
1994
Planning Alternatives
Birmingham,
Michigan
| US$ 562 mi | +US$ 12,3 mi | +2% | 0,91% | 69,6% | 51 | 29,41% | 3,1 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| US$ 562 mi | +US$ 25,5 mi | +5% | 8,46% | 212% | 76 | 5,26% | 4 |
|
| 1996 |
1996
Acuta Capital Partners
Redwood City,
California
| US$ 562 mi | -US$ 50,5 mi | -8% | 24,8% | 7.269% | 88 | 67,05% | 0,7 |
|
| 1997 |
1997
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$ 560 mi | -US$ 1,32 mi | -0,2% | 3,65% | 127% | 543 | 21,55% | 2,7 |
|
| 1998 |
1998
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$ 560 mi | +US$ 47,8 mi | +9% | 1,25% | 31,3% | 1.619 | 28,6% | 1,8 |
|
| 1999 |
1999
White Mountains Advisors
Guilford,
Connecticut
| US$ 559 mi | -US$ 33,3 mi | -6% | 3,07% | 33,4% | 3 | 0% | 3,3 |
|
| 2000 |
2000
NBT Bank
Norwich,
New York
| US$ 559 mi | -US$ 52,4 mi | -9% | 2,54% | 77% | 197 | 9,64% | 4,3 |
|