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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
Freshford Capital Management
Rye Brook,
New York
| US$ 594 mi | +US$ 72,5 mi | +14% | 8,09% | 97,3% | 21 | 23,81% | 1,1 |
|
| 1977 |
DTL
1977
Dynamic Technology Lab
Singapore
| US$ 594 mi | -US$ 16 mi | -3% | 1,57% | 30,8% | 1.468 | 74,39% | 0,2 |
|
| 1978 |
1978
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 594 mi | +US$ 31,8 mi | +6% | 4,47% | 67,5% | 97 | 5,15% | 0,7 |
|
| 1979 |
1979
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$ 594 mi | +US$ 22,4 mi | +4% | 4,72% | 80,6% | 109 | 9,17% | 2,6 |
|
| 1980 |
1980
Harvey Investment Company
Louisville,
Kentucky
| US$ 594 mi | +US$ 11,5 mi | +2% | 3,82% | 56,4% | 88 | 10,23% | 4,4 |
|
| 1981 |
1981
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 593 mi | +US$ 65,6 mi | +12% | 3,04% | 51,6% | 21 | 9,52% | 2,3 |
|
| 1982 |
1982
Summit Financial
Parsippany,
New Jersey
| US$ 593 mi | +US$ 9,9 mi | +2% | 2,54% | 81,8% | 52 | 17,31% | 0,5 |
|
| 1983 |
1983
Arden Trust
Wilmington,
Delaware
| US$ 592 mi | -US$ 29,1 mi | -5% | 3,74% | 22,5% | 390 | 15,9% | 3,5 |
|
| 1984 |
1984
Raging Capital Management
Rocky Hill,
New Jersey
| US$ 592 mi | -US$ 97,7 mi | -14% | 3,79% | 6,41% | 53 | 39,62% | 1,1 |
|
| 1985 |
1985
Woodford Investment Management
London,
United Kingdom
| US$ 591 mi | -US$ 648 mi | -52% | 14,4% | 27,1% | 8 | 37,5% | 2,4 |
|
| 1986 |
1986
Mount Lucas Management
Newtown,
Pennsylvania
| US$ 591 mi | -US$ 13,4 mi | -2% | 1,73% | 109% | 98 | 20,41% | 0,8 |
|
| 1987 |
1987
Tygh Capital Management
Portland,
Oregon
| US$ 589 mi | +US$ 19,8 mi | +3% | 9,37% | 251% | 89 | 21,35% | 1,2 |
|
| 1988 |
1988
One Capital Management
Westlake Village,
California
| US$ 588 mi | +US$ 25,4 mi | +5% | 2,39% | 50,5% | 178 | 5,62% | 3,3 |
|
| 1989 |
PAM
1989
Private Asset Management
San Diego,
California
| US$ 587 mi | +US$ 25,6 mi | +5% | 5,77% | 38,2% | 140 | 8,57% | 3,9 |
|
| 1990 |
HLC
1990
Hunt Lane Capital
New York
| US$ 587 mi | -US$ 148 mi | -20% | 6,4% | 3,59% | 29 | 51,72% | 0,7 |
|
| 1991 |
1991
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 587 mi | +US$ 62,3 mi | +12% | 2,9% | 89,2% | 823 | 75,21% | 0,5 |
|
| 1992 |
1992
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 587 mi | +US$ 48 mi | +9% | 6,49% | 69,1% | 47 | 19,15% | 3,3 |
|
| 1993 |
1993
Beacon Financial Group
Dallas,
Texas
| US$ 586 mi | -US$ 24,7 mi | -4% | 2,31% | 66,6% | 189 | 12,7% | 3,2 |
|
| 1994 |
1994
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 586 mi | +US$ 32,3 mi | +6% | 7,52% | 123% | 135 | 5,93% | 3,7 |
|
| 1995 |
1995
Kopernik Global Investors
Tampa,
Florida
| US$ 586 mi | +US$ 13,2 mi | +2% | 7,11% | 128% | 30 | 13,33% | 2,7 |
|
| 1996 |
1996
Glynn Capital Management
Menlo Park,
California
| US$ 586 mi | +US$ 44,7 mi | +8% | 10,6% | 252% | 50 | 28% | 3,5 |
|
| 1997 |
1997
Ritholtz Wealth Management
New York
| US$ 586 mi | +US$ 39,6 mi | +7% | 2,41% | 93% | 148 | 16,89% | 1,3 |
|
| 1998 |
1998
Ellington Management Group
Old Greenwich,
Connecticut
| US$ 585 mi | +US$ 36,8 mi | +7% | 1,37% | 16,1% | 897 | 76,59% | 0,2 |
|
| 1999 |
WCM
1999
Woodson Capital Management
Greenwich,
Connecticut
| US$ 585 mi | +US$ 103 mi | +21% | 0,57% | 235% | 32 | 43,75% | 1,1 |
|
| 2000 |
2000
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| US$ 584 mi | +US$ 23,6 mi | +4% | 4,56% | 74,8% | 581 | 16,35% | 0,2 |
|