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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
Hilltop Holdings
Dallas,
Texas
| US$ 739 mi | -US$ 16,5 mi | -2% | 4,16% | 96,7% | 569 | 19,68% | 3,2 |
|
| 1977 |
1977
Levin Capital Strategies
New York
| US$ 738 mi | -US$ 107 mi | -13% | 0,34% | 88,6% | 312 | 34,62% | 3,5 |
|
| 1978 |
1978
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 738 mi | +US$ 27,1 mi | +4% | 4,59% | 80% | 256 | 37,11% | 3,7 |
|
| 1979 |
1979
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 738 mi | -US$ 30,3 mi | -4% | 6,42% | 41,1% | 26 | 19,23% | 2,2 |
|
| 1980 |
1980
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 738 mi | -US$ 54,9 mi | -7% | 6,98% | 70% | 63 | 6,35% | 6,3 |
|
| 1981 |
MCM
1981
McKinley Capital Management
Anchorage,
Alaska
| US$ 737 mi | -US$ 28,5 mi | -4% | 3,9% | 63,3% | 179 | 13,41% | 3,6 |
|
| 1982 |
1982
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 737 mi | -US$ 44,8 mi | -6% | 5,92% | 62,2% | 327 | 13,15% | 2,5 |
|
| 1983 |
1983
Atalaya Capital Management
New York
| US$ 737 mi | -US$ 110 mi | -13% | 0,45% | 7,46% | 478 | 41% | 0,8 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 736 mi | -US$ 33,8 mi | -4% | 3,62% | 50,7% | 72 | 4,17% | 5,8 |
|
| 1985 |
1985
Mizuho Securities USA
New York
| US$ 736 mi | +US$ 85 mi | +13% | 0,16% | 99% | 311 | 85,53% | 0,2 |
|
| 1986 |
1986
WMS Partners
Towson,
Maryland
| US$ 736 mi | +US$ 93,6 mi | +15% | 5,12% | 10,8% | 290 | 20% | 3,4 |
|
| 1987 |
1987
Soleus Capital Management
Greenwich,
Connecticut
| US$ 736 mi | +US$ 94,9 mi | +15% | 14,2% | 508% | 93 | 40,86% | 0,7 |
|
| 1988 |
1988
Alpine Woods Capital Investors
Purchase,
New York
| US$ 735 mi | -US$ 64,3 mi | -8% | 4,38% | 105% | 205 | 9,76% | 4,1 |
|
| 1989 |
1989
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 735 mi | -US$ 27,8 mi | -4% | 5,78% | 77,5% | 152 | 4,61% | 7,3 |
|
| 1990 |
1990
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 734 mi | -US$ 28,4 mi | -4% | 3,42% | 96,9% | 538 | 14,31% | 1,3 |
|
| 1991 |
1991
Trust Asset Management
Houston,
Texas
| US$ 733 mi | +US$ 17,9 mi | +3% | 4,88% | 91,1% | 197 | 7,61% | 2 |
|
| 1992 |
1992
Hackensack Meridian Health
Edison,
New Jersey
| US$ 732 mi | -US$ 167 mi | -19% | 5,51% | 53,4% | 13 | 7,69% | 0,5 |
|
| 1993 |
1993
Lutz Financial Services
Omaha,
Nebraska
| US$ 732 mi | -US$ 22,1 mi | -3% | 4,87% | 35,3% | 75 | 16% | 3 |
|
| 1994 |
1994
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 731 mi | +US$ 239 mi | +48% | 4,53% | 58,7% | 55 | 20% | 1,6 |
|
| 1995 |
1995
SP Asset Management
Cupertino,
California
| US$ 731 mi | -US$ 53,7 mi | -7% | 5,67% | 92,4% | 114 | 7,02% | 3 |
|
| 1996 |
1996
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 730 mi | -US$ 21,3 mi | -3% | 5,15% | 76,6% | 424 | 9,67% | 4,7 |
|
| 1997 |
1997
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 730 mi | -US$ 62,7 mi | -8% | 4,32% | 28,6% | 391 | 6,91% | 2,4 |
|
| 1998 |
1998
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 730 mi | -US$ 27 mi | -4% | 5,29% | 62% | 91 | 6,59% | 2,9 |
|
| 1999 |
1999
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 730 mi | -US$ 54,8 mi | -7% | 6,44% | 81,2% | 170 | 10% | 4,3 |
|
| 2000 |
2000
Fernbridge Capital Management
Los Angeles,
California
| US$ 730 mi | +US$ 35,7 mi | +5% | 0,86% | 12,4% | 24 | 41,67% | 0,7 |
|