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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
Highline Capital Management
New York
| US$ 631 mi | -US$ 54 mi | -8% | 18,7% | 198% | 31 | 48,39% | 0,8 |
|
| 1977 |
1977
Transform Wealth
Greenwood Village,
Colorado
| US$ 631 mi | +US$ 67,2 mi | +12% | 9,95% | 48,4% | 235 | 14,04% | 1,5 |
|
| 1978 |
1978
HoyleCohen
San Diego,
California
| US$ 629 mi | +US$ 43 mi | +7% | 10,3% | 46,1% | 200 | 7,5% | 1,6 |
|
| 1979 |
1979
Petrus Trust Company
Dallas,
Texas
| US$ 628 mi | +US$ 62,8 mi | +11% | 9,79% | 36,9% | 386 | 57,51% | 0,8 |
|
| 1980 |
1980
Fiduciary Group
Savannah,
Georgia
| US$ 627 mi | +US$ 55,4 mi | +10% | 7% | 67,1% | 202 | 7,92% | 3,5 |
|
| 1981 |
1981
Ardsley Advisory Partners
Stamford,
Connecticut
| US$ 627 mi | +US$ 181 mi | +41% | 15% | 555% | 210 | 64,76% | 0,7 |
|
| 1982 |
1982
Alaska Wealth Advisors
Anchorage,
Alaska
| US$ 626 mi | -US$ 203 mi | -24% | 4,78% | 44,3% | 75 | 68% | 0,5 |
|
| 1983 |
1983
Northcape Capital
Sydney,
Australia
| US$ 625 mi | +US$ 57,8 mi | +10% | 13,3% | – | 18 | 11,11% | 2,1 |
|
| 1984 |
1984
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 625 mi | +US$ 53,7 mi | +9% | 9,62% | 115% | 456 | 5,04% | 4,6 |
|
| 1985 |
1985
Sector Gamma AS
Oslo,
Norway
| US$ 624 mi | +US$ 32,5 mi | +5% | 15,8% | 35,3% | 39 | 17,95% | 1,8 |
|
| 1986 |
DTL
1986
Dynamic Technology Lab
Singapore
| US$ 624 mi | +US$ 54,5 mi | +10% | 7,24% | 30,8% | 1.469 | 75,02% | 0,2 |
|
| 1987 |
1987
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$ 624 mi | +US$ 42,8 mi | +7% | 5,42% | 112% | 324 | 11,11% | 1,6 |
|
| 1988 |
1988
Callahan Advisors
Houston,
Texas
| US$ 624 mi | +US$ 51,2 mi | +9% | 9,27% | 87,7% | 142 | 9,86% | 4,1 |
|
| 1989 |
1989
Avior Wealth Management
Omaha,
Nebraska
| US$ 624 mi | +US$ 53 mi | +9% | 7,37% | 71,4% | 919 | 15,23% | 2,4 |
|
| 1990 |
FWM
1990
Frontier Wealth Management
Kansas City,
Missouri
| US$ 624 mi | -US$ 53,3 mi | -8% | 11,3% | 42,8% | 332 | 15,66% | 3 |
|
| 1991 |
1991
BTS Asset Management
Lincoln,
Massachusetts
| US$ 624 mi | -US$ 108 mi | -15% | 0,77% | 8,8% | 20 | 10% | 0,7 |
|
| 1992 |
1992
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 623 mi | +US$ 6,82 mi | +1% | 8,93% | 65,9% | 221 | 5,43% | 2,7 |
|
| 1993 |
1993
Fiduciary Trust International
Lincoln,
Massachusetts
| US$ 623 mi | +US$ 137 mi | +28% | 9,61% | 36,8% | 155 | 22,58% | 2,1 |
|
| 1994 |
1994
Resource Management
Metairie,
Louisiana
| US$ 622 mi | +US$ 48,9 mi | +9% | 8,1% | 82,7% | 155 | 11,61% | 1,6 |
|
| 1995 |
1995
London & Capital Asset Management
London,
United Kingdom
| US$ 622 mi | +US$ 36,3 mi | +6% | 5,28% | 88,8% | 99 | 22,22% | 0,8 |
|
| 1996 |
TP
1996
Thunderbird Partners
London,
United Kingdom
| US$ 622 mi | -US$ 117 mi | -16% | 11,8% | 38% | 8 | 25% | 1,5 |
|
| 1997 |
KC
1997
KCL Capital
New York
| US$ 621 mi | -US$ 22 mi | -3% | 18% | 106% | 47 | 76,6% | 0,3 |
|
| 1998 |
1998
Navellier & Associates
Reno,
Nevada
| US$ 621 mi | +US$ 16,7 mi | +3% | 9,81% | 361% | 329 | 32,52% | 1,4 |
|
| 1999 |
1999
Beryl Capital Management
Redondo Beach,
California
| US$ 620 mi | +US$ 233 mi | +60% | 39,2% | 3.932% | 70 | 90% | 0 |
|
| 2000 |
2000
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 620 mi | -US$ 882 mil | -0,1% | 1,81% | 67,4% | 197 | 8,12% | 3,4 |
|