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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
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 774 mi | -US$ 121 mi | -14% | 12,3% | 24% | 253 | 13,44% | 4,4 |
|
| 1977 |
1977
CloudAlpha Capital Management
Hong Kong
| US$ 774 mi | +US$ 561 mi | +263% | 33,1% | 2.704% | 33 | 87,88% | 0,1 |
|
| 1978 |
1978
Clearline Capital
New York
| US$ 774 mi | -US$ 95,8 mi | -11% | 20,7% | 57,4% | 173 | 42,77% | 0,7 |
|
| 1979 |
1979
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 773 mi | -US$ 110 mi | -12% | 12% | 97,1% | 545 | 13,03% | 2,2 |
|
| 1980 |
1980
Perella Weinberg Partners Capital Management
New York
| US$ 772 mi | +US$ 144 mi | +23% | 9,53% | 1,52% | 30 | 13,33% | 2 |
|
| 1981 |
1981
Richard C. Young & Co
Newport,
Rhode Island
| US$ 772 mi | -US$ 11,3 mi | -1% | 7,3% | 137% | 75 | 2,67% | 4,1 |
|
| 1982 |
1982
Merewether Investment Management
Dallas,
Texas
| US$ 771 mi | -US$ 213 mi | -22% | 9,33% | 262% | 42 | 40,48% | 0,5 |
|
| 1983 |
1983
Cambria Investment Management
Manhattan Beach,
California
| US$ 771 mi | -US$ 13,7 mi | -2% | 10% | 72% | 311 | 27,65% | 1,8 |
|
| 1984 |
1984
Simplicity Solutions
Minneapolis,
Minnesota
| US$ 771 mi | -US$ 43,1 mi | -5% | 12,2% | 37,1% | 717 | 24,55% | 1,8 |
|
| 1985 |
1985
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 771 mi | -US$ 172 mi | -18% | 14,8% | 94,5% | 717 | 8,93% | 3,7 |
|
| 1986 |
1986
Iron Triangle Partners
Cos Cob,
Connecticut
| US$ 771 mi | -US$ 69,6 mi | -8% | 10% | 152% | 38 | 60,53% | 0,6 |
|
| 1987 |
1987
Kintegral Advisory
New York
| US$ 771 mi | -US$ 140 mi | -15% | 15,5% | 143% | 269 | 3,72% | 3,2 |
|
| 1988 |
1988
Naples Global Advisors
Naples,
Florida
| US$ 771 mi | -US$ 95,5 mi | -11% | 11,3% | 103% | 397 | 6,55% | 4,7 |
|
| 1989 |
1989
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 770 mi | -US$ 333 mi | -30% | 15,6% | 50,7% | 86 | 20,93% | 5,6 |
|
| 1990 |
1990
Condor Capital Management
Martinsville,
New Jersey
| US$ 769 mi | -US$ 128 mi | -14% | 13,5% | 58,2% | 516 | 22,48% | 2,2 |
|
| 1991 |
1991
Naspers
South Africa
| US$ 769 mi | -US$ 260 mi | -25% | 28,5% | 88,2% | 4 | 0% | 0,5 |
|
| 1992 |
1992
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 768 mi | -US$ 100 mi | -12% | 11,6% | 41,1% | 21 | 19,05% | 2,5 |
|
| 1993 |
1993
SNS Financial Group
Minneapolis,
Minnesota
| US$ 767 mi | -US$ 133 mi | -15% | 10,9% | 54,2% | 232 | 19,4% | 4 |
|
| 1994 |
1994
Elm Partners Management
Philadelphia,
Pennsylvania
| US$ 767 mi | -US$ 24,2 mi | -3% | 9,93% | 46,9% | 52 | 40,38% | 3,2 |
|
| 1995 |
1995
Crestline Management
Fort Worth,
Texas
| US$ 766 mi | -US$ 67,6 mi | -8% | 14,1% | 80,2% | 345 | 61,74% | 0,4 |
|
| 1996 |
1996
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$ 765 mi | -US$ 138 mi | -15% | 9,94% | 88,7% | 310 | 4,52% | 0,9 |
|
| 1997 |
MCM
1997
McKinley Capital Management
Anchorage,
Alaska
| US$ 765 mi | -US$ 239 mi | -24% | 14,8% | 63,3% | 183 | 14,75% | 3,5 |
|
| 1998 |
1998
Next Century Growth Investors
Plymouth,
Minnesota
| US$ 765 mi | -US$ 236 mi | -24% | 17,1% | 447% | 131 | 25,95% | 2,7 |
|
| 1999 |
1999
Simon Quick Advisors
Morristown,
New Jersey
| US$ 764 mi | +US$ 411 mi | +116% | 14,3% | 69,5% | 422 | 72,51% | 2,6 |
|
| 2000 |
2000
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 762 mi | -US$ 132 mi | -15% | 11,5% | 77,5% | 165 | 10,3% | 7,1 |
|