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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
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 780 mi | -US$ 47,8 mi | -6% | 4,37% | 51,6% | 29 | 20,69% | 2,6 |
|
| 1977 |
1977
Nalanda India Equity Fund
Mauritius
| US$ 780 mi | +US$ 30,3 mi | +4% | 4,05% | 30,2% | 2 | 0% | 3,4 |
|
| 1978 |
1978
Anchorage Capital Group
New York
| US$ 780 mi | -US$ 341 mi | -30% | 9,38% | 24,9% | 20 | 5% | 1,6 |
|
| 1979 |
1979
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 780 mi | +US$ 63,6 mi | +9% | 9,02% | 65,6% | 126 | 21,43% | 1,2 |
|
| 1980 |
1980
Wealthquest
Cincinnati,
Ohio
| US$ 777 mi | +US$ 62 mi | +9% | 7,46% | 52,1% | 132 | 15,15% | 3,5 |
|
| 1981 |
1981
Inspire Investing
Meridian,
Idaho
| US$ 777 mi | +US$ 69,3 mi | +10% | 8,85% | 107% | 776 | 7,09% | 1,7 |
|
| 1982 |
1982
Stokes Family Office
New Orleans,
Louisiana
| US$ 777 mi | +US$ 76 mi | +11% | 9,96% | 68,1% | 304 | 20,07% | 1,8 |
|
| 1983 |
1983
Invictus Private Wealth
Denver,
Colorado
| US$ 776 mi | – | – | 5,68% | 84,2% | 89 | – | 0 |
|
| 1984 |
1984
Harvey Investment Company
Louisville,
Kentucky
| US$ 775 mi | +US$ 85,7 mi | +12% | 13,7% | 56,4% | 92 | 3,26% | 7 |
|
| 1985 |
1985
Bath Savings Trust
Bath,
Maine
| US$ 775 mi | +US$ 56 mi | +8% | 10,2% | 57,8% | 158 | 8,23% | 5,6 |
|
| 1986 |
1986
Central Securities
New York
| US$ 774 mi | +US$ 64,5 mi | +9% | 11,6% | 90,2% | 27 | 3,7% | 6,5 |
|
| 1987 |
1987
Gladstone Capital Management
London,
United Kingdom
| US$ 773 mi | +US$ 60,8 mi | +9% | 6,53% | 304% | 15 | 40% | 1,8 |
|
| 1988 |
1988
Bernzott Capital Advisors
Camarillo,
California
| US$ 773 mi | +US$ 48,3 mi | +7% | 13,2% | 46,6% | 53 | 7,55% | 3,5 |
|
| 1989 |
1989
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 772 mi | +US$ 27,3 mi | +4% | 7,03% | 58,8% | 51 | 3,92% | 4 |
|
| 1990 |
1990
Twin Capital Management
Mcmurray,
Pennsylvania
| US$ 772 mi | +US$ 31,8 mi | +4% | 8,6% | 132% | 315 | 16,83% | 3,2 |
|
| 1991 |
1991
Voya Financial Advisors
Windsor,
Connecticut
| US$ 769 mi | -US$ 4,27 mi | -0,6% | 6,36% | 44,8% | 253 | 13,04% | 4,8 |
|
| 1992 |
1992
Unison Advisors
Washington,
District of Columbia
| US$ 768 mi | +US$ 228 mi | +42% | 11,7% | 54,6% | 185 | 3,78% | 2,5 |
|
| 1993 |
1993
Jacobs & Co
San Francisco,
California
| US$ 768 mi | +US$ 72,7 mi | +10% | 11,2% | 105% | 128 | 7,81% | 6,3 |
|
| 1994 |
1994
Crestview Partners II
New York
| US$ 768 mi | +US$ 38,2 mi | +5% | 14,4% | 157% | 3 | 0% | 4,2 |
|
| 1995 |
1995
First Nebraska Trust
Lincoln,
Nebraska
| US$ 767 mi | +US$ 69,5 mi | +10% | 10,4% | 67,9% | 172 | 9,88% | 5,5 |
|
| 1996 |
1996
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$ 767 mi | +US$ 43 mi | +6% | 6,06% | 44,7% | 173 | 17,92% | 3,8 |
|
| 1997 |
1997
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 767 mi | – | – | 11,5% | 90,4% | 70 | – | 0 |
|
| 1998 |
1998
Willis Johnson & Associates
Houston,
Texas
| US$ 767 mi | +US$ 80,2 mi | +12% | 8,08% | 50,9% | 123 | 21,95% | 1,2 |
|
| 1999 |
1999
Kontiki Capital Management (HK)
Hong Kong
| US$ 766 mi | -US$ 54,3 mi | -7% | 0,35% | 90,6% | 7 | 14,29% | 3 |
|
| 2000 |
2000
Verity & Verity
Beaufort,
South Carolina
| US$ 766 mi | +US$ 145 mi | +23% | 14,8% | 90,4% | 132 | 30,3% | 4 |
|