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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
Bowie Capital Management
Richardson,
Texas
| US$ 585 mi | +US$ 218 mi | +59% | 5,38% | 31,6% | 38 | 23,68% | 1,1 |
|
| 1977 |
1977
Planning Alternatives
Birmingham,
Michigan
| US$ 585 mi | +US$ 22,8 mi | +4% | 4,61% | 69,6% | 52 | 7,69% | 3,4 |
|
| 1978 |
1978
PM Capital
Sydney,
Australia
| US$ 584 mi | +US$ 33,7 mi | +6% | 2,91% | 105% | 25 | 12% | 3 |
|
| 1979 |
1979
Arosa Capital Management
Miami Beach,
Florida
| US$ 584 mi | -US$ 181 mi | -24% | 1,89% | 536% | 91 | 56,04% | 0,5 |
|
| 1980 |
NM
1980
Newtyn Management
New York
| US$ 584 mi | +US$ 49,8 mi | +9% | 2,58% | 52% | 33 | 48,48% | 0,8 |
|
| 1981 |
1981
Efficient Advisors
Mason,
Ohio
| US$ 584 mi | -US$ 3,86 mi | -0,7% | 1,2% | 30,6% | 53 | 15,09% | 3,9 |
|
| 1982 |
EA
1982
Echinus Advisors
New York
| US$ 583 mi | +US$ 123 mi | +27% | 1,69% | 91,4% | 10 | 30% | 1,3 |
|
| 1983 |
1983
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 582 mi | +US$ 67,3 mi | +13% | 3,6% | 56,1% | 107 | 24,3% | 0,4 |
|
| 1984 |
1984
Harvest Fund Management
Beijing,
China
| US$ 582 mi | -US$ 46,7 mi | -7% | 3,52% | 327% | 495 | 53,74% | 0,5 |
|
| 1985 |
CPP
1985
Crow Point Partners
Boston,
Massachusetts
| US$ 582 mi | +US$ 45,7 mi | +9% | 5,39% | 56,9% | 170 | 36,47% | 1,1 |
|
| 1986 |
MCTIC
1986
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 581 mi | +US$ 36,7 mi | +7% | 10,3% | 38,8% | 97 | 2,06% | 3,9 |
|
| 1987 |
AL
1987
Arnhold LLC
New York
| US$ 581 mi | +US$ 12,6 mi | +2% | 0,12% | 156% | 149 | 14,09% | 0,4 |
|
| 1988 |
1988
Old Mission Capital
Chicago,
Illinois
| US$ 580 mi | -US$ 332 mi | -36% | 0,67% | 55,3% | 418 | 74,64% | 0,3 |
|
| 1989 |
1989
Sensato Investors
San Francisco,
California
| US$ 579 mi | -US$ 70,3 mi | -11% | 4,67% | 75,8% | 132 | 63,64% | 0,5 |
|
| 1990 |
1990
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 579 mi | +US$ 52,2 mi | +10% | 3,72% | 102% | 208 | 9,62% | 3,1 |
|
| 1991 |
1991
Harvey Investment Company
Louisville,
Kentucky
| US$ 577 mi | +US$ 35,8 mi | +7% | 11,1% | 56,4% | 85 | 3,53% | 4 |
|
| 1992 |
1992
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 577 mi | +US$ 43,7 mi | +8% | 10,3% | 89,9% | 48 | 4,17% | 0,3 |
|
| 1993 |
1993
Transform Wealth
Greenwood Village,
Colorado
| US$ 577 mi | +US$ 23,7 mi | +4% | 7,37% | 48,4% | 222 | 16,22% | 1,1 |
|
| 1994 |
1994
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 576 mi | -US$ 412 mi | -42% | 4,27% | 82,6% | 95 | 41,05% | 0,6 |
|
| 1995 |
JMH
1995
J.M. Hartwell
New York
| US$ 575 mi | +US$ 22,5 mi | +4% | 5,95% | 72,2% | 89 | 14,61% | 2,9 |
|
| 1996 |
OIM
1996
Opus Investment Management
Worcester,
Massachusetts
| US$ 575 mi | +US$ 23,1 mi | +4% | 4,53% | 52,8% | 94 | 9,57% | 3,5 |
|
| 1997 |
1997
BTR Capital Management
Oakland,
California
| US$ 575 mi | +US$ 55,8 mi | +11% | 9,13% | 35% | 173 | 17,34% | 3,4 |
|
| 1998 |
1998
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 573 mi | +US$ 8,69 mi | +2% | 2,02% | 198% | 198 | 16,16% | 3 |
|
| 1999 |
1999
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 573 mi | +US$ 44,3 mi | +8% | 7,46% | 81,9% | 1.050 | 19,14% | 0,4 |
|
| 2000 |
2000
MCF Advisors
Covington,
Kentucky
| US$ 572 mi | +US$ 52,4 mi | +10% | 3,85% | 50,2% | 518 | 21,62% | 2,7 |
|