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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
Duality Advisers
Miami,
Florida
| US$ 932 mi | +US$ 8,16 mi | +0,9% | 7,72% | 18,3% | 879 | 77,93% | 0,2 |
|
| 1977 |
1977
MGO One Seven
Beachwood,
Ohio
| US$ 930 mi | -US$ 33,7 mi | -3% | 3,56% | 98,8% | 737 | 18,32% | 2 |
|
| 1978 |
1978
First Trust Capital Management
Chicago,
Illinois
| US$ 930 mi | +US$ 360 mi | +63% | 5,92% | 214% | 320 | 44,06% | 0,5 |
|
| 1979 |
1979
SP Asset Management
Cupertino,
California
| US$ 929 mi | -US$ 70,8 mi | -7% | 8,82% | 92,4% | 128 | 3,91% | 2,4 |
|
| 1980 |
1980
Ashford Capital Management
Wilmington,
Delaware
| US$ 928 mi | -US$ 74,3 mi | -7% | 7,49% | 150% | 115 | 20,87% | 3,8 |
|
| 1981 |
1981
Twin Capital Management
Mcmurray,
Pennsylvania
| US$ 928 mi | -US$ 70,9 mi | -7% | 2,7% | 132% | 303 | 17,16% | 3,2 |
|
| 1982 |
1982
Lavaca Capital
Houston,
Texas
| US$ 928 mi | +US$ 149 mi | +19% | 5,84% | 46,5% | 205 | 34,63% | 1,2 |
|
| 1983 |
1983
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 927 mi | -US$ 47,4 mi | -5% | 7,18% | 58,8% | 56 | 5,36% | 3,3 |
|
| 1984 |
1984
Southernsun Asset Management
Memphis,
Tennessee
| US$ 927 mi | -US$ 73,1 mi | -7% | 1,25% | 54,7% | 35 | 17,14% | 5,1 |
|
| 1985 |
1985
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 926 mi | +US$ 20,2 mi | +2% | 1,22% | 80,1% | 1.138 | 18,63% | 1,6 |
|
| 1986 |
1986
Quantitative Investment Management
Charlottesville,
Virginia
| US$ 925 mi | +US$ 213 mi | +30% | 1,64% | 24,6% | 355 | 80,85% | 0,2 |
|
| 1987 |
1987
Meristem Family Wealth
Minnetonka,
Minnesota
| US$ 925 mi | -US$ 242 mi | -21% | 4,06% | 67,7% | 399 | 18,05% | 2,7 |
|
| 1988 |
1988
McDaniel Terry & Co
Austin,
Texas
| US$ 925 mi | -US$ 73,2 mi | -7% | 6,55% | 57,9% | 112 | 25% | 4,2 |
|
| 1989 |
NTCM
1989
Nut Tree Capital Management
New York
| US$ 924 mi | +US$ 407 mi | +79% | 9,02% | 101% | 13 | 30,77% | 1,1 |
|
| 1990 |
1990
Pelham Capital
London,
United Kingdom
| US$ 923 mi | -US$ 841 mi | -48% | 22,5% | 135% | 14 | 21,43% | 1,1 |
|
| 1991 |
1991
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 923 mi | -US$ 38,7 mi | -4% | 1,53% | 124% | 252 | 10,71% | 4,7 |
|
| 1992 |
1992
Ghisallo Capital Management
Boston,
Massachusetts
| US$ 923 mi | -US$ 1,1 bi | -54% | 7,2% | 122% | 457 | 39,82% | 0,6 |
|
| 1993 |
1993
Executive Wealth Management
Brighton,
Michigan
| US$ 922 mi | -US$ 83 mi | -8% | 5,48% | 18,4% | 213 | 18,31% | 2 |
|
| 1994 |
1994
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 921 mi | -US$ 76,8 mi | -8% | 5,67% | 12,6% | 308 | 8,12% | 2,9 |
|
| 1995 |
1995
Oldfield Partners
London,
United Kingdom
| US$ 920 mi | +US$ 150 mi | +19% | 11,3% | 90,3% | 23 | 17,39% | 4,9 |
|
| 1996 |
1996
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 920 mi | -US$ 42,1 mi | -4% | 4,25% | 81,9% | 508 | 19,29% | 1,9 |
|
| 1997 |
1997
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 919 mi | +US$ 74,5 mi | +9% | 2,65% | 69,3% | 891 | 14,93% | 2,2 |
|
| 1998 |
1998
Journey Strategic Wealth
Summit,
New Jersey
| US$ 917 mi | -US$ 43,5 mi | -5% | 0,62% | 62,2% | 246 | 39,43% | 0,2 |
|
| 1999 |
1999
RWC Asset Advisors
Miami,
Florida
| US$ 916 mi | +US$ 89,5 mi | +11% | 22,4% | 267% | 14 | 50% | 1,6 |
|
| 2000 |
RPGK
2000
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 915 mi | -US$ 119 mi | -12% | 4,39% | 54,7% | 118 | 16,95% | 2,9 |
|