Estamos no ar no !
Saiba mais
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
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 789 mi | +US$ 78,2 mi | +11% | 11,3% | 67,7% | 129 | 10,08% | 3,1 |
|
| 1977 |
KAS
1977
Kemnay Advisory Services
New York
| US$ 789 mi | +US$ 67,9 mi | +9% | 13,4% | 167% | 114 | 50,88% | 2,2 |
|
| 1978 |
1978
McDaniel Terry & Co
Austin,
Texas
| US$ 789 mi | +US$ 82 mi | +12% | 11% | 76,6% | 87 | 6,9% | 3,9 |
|
| 1979 |
1979
SFMG Wealth Advisors
Plano,
Texas
| US$ 789 mi | +US$ 63,6 mi | +9% | 8,44% | 85,1% | 238 | 25,21% | 2,1 |
|
| 1980 |
1980
Grassi Investment Management
Santa Clara,
California
| US$ 788 mi | +US$ 83 mi | +12% | 15,3% | 170% | 143 | 15,38% | 3,7 |
|
| 1981 |
1981
Silverback Asset Management
Chapel Hill,
North Carolina
| US$ 787 mi | +US$ 310 mi | +65% | 0,17% | 92,1% | 58 | 8,62% | 0,7 |
|
| 1982 |
AIC
1982
AWM Investment Company
New York
| US$ 787 mi | +US$ 177 mi | +29% | 37,7% | 778% | 107 | 28,04% | 2,1 |
|
| 1983 |
1983
M Holdings Securities
Portland,
Oregon
| US$ 784 mi | +US$ 157 mi | +25% | 14,1% | 94,1% | 187 | 18,18% | 2,6 |
|
| 1984 |
1984
Trigran Investments
Northbrook,
Illinois
| US$ 784 mi | +US$ 231 mi | +42% | 37% | 44,7% | 20 | 10% | 3 |
|
| 1985 |
1985
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 783 mi | +US$ 125 mi | +19% | 14,9% | 28,3% | 992 | 19,35% | 1,6 |
|
| 1986 |
JIM
1986
JB Investments Management
Phoenixville,
Pennsylvania
| US$ 783 mi | – | – | 63,2% | – | 7 | – | 0 |
|
| 1987 |
1987
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 783 mi | +US$ 76,8 mi | +11% | 12,5% | 124% | 216 | 12,96% | 4,1 |
|
| 1988 |
ALAM
1988
Asahi Life Asset Management
Tokyo,
Japan
| US$ 782 mi | +US$ 104 mi | +15% | 12,7% | 133% | 287 | 51,92% | 0,9 |
|
| 1989 |
1989
Oxbow Advisors
Austin,
Texas
| US$ 781 mi | -US$ 7,24 mi | -0,9% | 9,29% | 75,5% | 292 | 18,15% | 3,1 |
|
| 1990 |
1990
Main Management
San Francisco,
California
| US$ 781 mi | +US$ 69 mi | +10% | 14,3% | 64,1% | 134 | 10,45% | 2,4 |
|
| 1991 |
1991
Berry Street Capital Management
London,
United Kingdom
| US$ 780 mi | – | – | 27,2% | 331% | 73 | – | 0 |
|
| 1992 |
1992
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 779 mi | +US$ 106 mi | +16% | 29,3% | 84,6% | 73 | 10,96% | 2,6 |
|
| 1993 |
1993
Sixth Street Partners
Dallas,
Texas
| US$ 778 mi | +US$ 311 mi | +67% | 31,4% | 10,1% | 7 | 14,29% | 0,5 |
|
| 1994 |
1994
Mirova
Paris,
France
| US$ 778 mi | +US$ 156 mi | +25% | 20,4% | 86,7% | 236 | 47,88% | 1 |
|
| 1995 |
CC
1995
Cornerstone Capital
Palo Alto,
California
| US$ 777 mi | +US$ 83,3 mi | +12% | 12,2% | 102% | 87 | 8,05% | 4 |
|
| 1996 |
1996
St. James Investment Company
Southlake,
Texas
| US$ 776 mi | +US$ 55,5 mi | +8% | 12,2% | 48,4% | 38 | 13,16% | 1,7 |
|
| 1997 |
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| US$ 776 mi | +US$ 21,4 mi | +3% | 12,4% | 26,3% | 160 | 10% | 4,9 |
|
| 1998 |
1998
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 776 mi | +US$ 115 mi | +17% | 19,3% | 93,5% | 70 | 10% | 5,2 |
|
| 1999 |
1999
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| US$ 775 mi | +US$ 279 mi | +56% | 76,6% | – | 17 | 17,65% | 0,8 |
|
| 2000 |
2000
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 775 mi | -US$ 72,6 mi | -9% | 11,9% | 32,2% | 496 | 38,1% | 1,5 |
|