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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
Main Management
San Francisco,
California
| US$ 931 mi | +US$ 31,2 mi | +3% | 5,67% | 64,1% | 140 | 7,14% | 2,7 |
|
| 1977 |
1977
Trek Financial
Scottsdale,
Arizona
| US$ 930 mi | +US$ 86,5 mi | +10% | 5,87% | 144% | 260 | 36,15% | 0,8 |
|
| 1978 |
NTCM
1978
Nine Ten Capital Management
Chicago,
Illinois
| US$ 930 mi | +US$ 207 mi | +29% | 30% | 166% | 10 | 0% | 2,7 |
|
| 1979 |
1979
L & S Advisors
Los Angeles,
California
| US$ 929 mi | +US$ 48,7 mi | +6% | 10,8% | 231% | 404 | 33,66% | 1,7 |
|
| 1980 |
RP
1980
RR Partners
New York
| US$ 929 mi | +US$ 106 mi | +13% | 11,7% | 73,3% | 20 | 35% | 2,3 |
|
| 1981 |
1981
MKP Capital Management
New York
| US$ 928 mi | -US$ 537 mi | -37% | 5,8% | 69,8% | 66 | 57,58% | 0,3 |
|
| 1982 |
ICM
1982
Indaba Capital Management
San Francisco,
California
| US$ 926 mi | +US$ 131 mi | +16% | 13,2% | 66,7% | 80 | 57,5% | 0,4 |
|
| 1983 |
1983
Sandbar Asset Management
London,
United Kingdom
| US$ 925 mi | +US$ 171 mi | +23% | 7,93% | 128% | 67 | 40,3% | 0,6 |
|
| 1984 |
1984
Middleton & Co
Boston,
Massachusetts
| US$ 923 mi | +US$ 35,3 mi | +4% | 10,3% | 81,8% | 157 | 4,46% | 5,2 |
|
| 1985 |
1985
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 923 mi | +US$ 15,3 mi | +2% | 2,39% | 26,8% | 5 | 0% | 1,9 |
|
| 1986 |
1986
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 922 mi | +US$ 67,3 mi | +8% | 5,26% | 80,4% | 35 | 5,71% | 3,8 |
|
| 1987 |
TFP
1987
Triple Frond Partners
San Francisco,
California
| US$ 922 mi | +US$ 116 mi | +14% | 15,5% | 92,9% | 11 | 0% | 2,9 |
|
| 1988 |
1988
CapWealth Advisors
Franklin,
Tennessee
| US$ 921 mi | +US$ 42,5 mi | +5% | 6,06% | 152% | 108 | 6,48% | 4,2 |
|
| 1989 |
1989
Grassi Investment Management
Santa Clara,
California
| US$ 921 mi | +US$ 38,9 mi | +4% | 6,77% | 170% | 150 | 9,33% | 3,9 |
|
| 1990 |
CMG
1990
Cavalry Management Group
San Francisco,
California
| US$ 920 mi | -US$ 158 mi | -15% | 14,4% | 59,6% | 49 | 44,9% | 0,6 |
|
| 1991 |
1991
Accenture
Dublin,
Ireland
| US$ 917 mi | -US$ 34,3 mi | -4% | 3,61% | – | 1 | 0% | 0,5 |
|
| 1992 |
1992
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 916 mi | +US$ 22,1 mi | +2% | 5,3% | 68,6% | 187 | 3,21% | 5,5 |
|
| 1993 |
1993
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 916 mi | +US$ 52,3 mi | +6% | 5,47% | 75,3% | 204 | 17,65% | 4,9 |
|
| 1994 |
1994
Bogart Wealth LLC
Mclean,
Virginia
| US$ 915 mi | +US$ 197 mi | +27% | 5,91% | 60,5% | 742 | 19,27% | 1,7 |
|
| 1995 |
1995
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 915 mi | +US$ 73,2 mi | +9% | 10,7% | 94,5% | 674 | 8,61% | 3,3 |
|
| 1996 |
1996
Webster Bank
Waterbury,
Connecticut
| US$ 914 mi | +US$ 35,9 mi | +4% | 7,46% | 77,5% | 563 | 9,41% | 4,2 |
|
| 1997 |
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| US$ 913 mi | +US$ 64,3 mi | +8% | 7,81% | 26,3% | 171 | 4,68% | 4,9 |
|
| 1998 |
1998
Southernsun Asset Management
Memphis,
Tennessee
| US$ 913 mi | -US$ 50,3 mi | -5% | 1,22% | 54,7% | 36 | 11,11% | 4,4 |
|
| 1999 |
1999
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 913 mi | +US$ 53,8 mi | +6% | 10,7% | 58,8% | 65 | 20% | 2,6 |
|
| 2000 |
2000
Executive Wealth Management
Brighton,
Michigan
| US$ 912 mi | +US$ 60 mi | +7% | 7,47% | 18,4% | 204 | 14,22% | 1,5 |
|