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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
Petrus Trust Company
Dallas,
Texas
| US$ 825 mi | +US$ 37,5 mi | +5% | 11% | 36,9% | 732 | 64,48% | 0,3 |
|
| 1977 |
1977
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 825 mi | +US$ 39,1 mi | +5% | 5,76% | 78,2% | 176 | 16,48% | 2,3 |
|
| 1978 |
1978
Great Mountain Partners
New Haven,
Connecticut
| US$ 824 mi | -US$ 307 mi | -27% | 22,5% | 95,3% | 3 | 33,33% | 1,8 |
|
| 1979 |
1979
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 823 mi | +US$ 66,4 mi | +9% | 1,56% | 48,3% | 44 | 29,55% | 2 |
|
| 1980 |
SGCIA
1980
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 823 mi | +US$ 5,57 mi | +0,7% | 3,4% | 56,9% | 145 | 6,9% | 6,2 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 823 mi | +US$ 24,2 mi | +3% | 6,88% | 109% | 173 | 16,18% | 4,7 |
|
| 1982 |
1982
Stack Financial Management
Whitefish,
Montana
| US$ 822 mi | -US$ 172 mi | -17% | 2,72% | 70% | 39 | 17,95% | 5,5 |
|
| 1983 |
1983
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 821 mi | +US$ 14,7 mi | +2% | 6,07% | 70% | 63 | 7,94% | 6,4 |
|
| 1984 |
1984
XML Financial
Bethesda,
Maryland
| US$ 821 mi | +US$ 25,2 mi | +3% | 3,94% | 77,9% | 347 | 8,65% | 1,8 |
|
| 1985 |
1985
Cartenna Capital
Stamford,
Connecticut
| US$ 821 mi | +US$ 240 mi | +41% | 9,09% | 162% | 49 | 71,43% | 0,3 |
|
| 1986 |
1986
Wealthcare Capital Management
Richmond,
Virginia
| US$ 820 mi | +US$ 38,1 mi | +5% | 5,3% | 46,2% | 79 | 22,78% | 4,9 |
|
| 1987 |
1987
Globeflex Capital
San Diego,
California
| US$ 819 mi | +US$ 29,5 mi | +4% | 5,28% | 186% | 524 | 19,47% | 2 |
|
| 1988 |
1988
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$ 819 mi | +US$ 51,7 mi | +7% | 5,05% | 44,7% | 164 | 9,15% | 4,1 |
|
| 1989 |
1989
Maple Capital Management
Montpelier,
Vermont
| US$ 818 mi | +US$ 63,2 mi | +8% | 11,9% | 114% | 103 | 12,62% | 5,6 |
|
| 1990 |
1990
Taurus Asset Management
New York
| US$ 818 mi | +US$ 30,9 mi | +4% | 8,41% | 26,9% | 92 | 3,26% | 6,3 |
|
| 1991 |
1991
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 816 mi | -US$ 57 mi | -7% | 2,2% | 61,8% | 186 | 5,91% | 6,7 |
|
| 1992 |
1992
SP Asset Management
Cupertino,
California
| US$ 815 mi | +US$ 68,4 mi | +9% | 16,7% | 92,4% | 118 | 10,17% | 3,1 |
|
| 1993 |
1993
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 815 mi | +US$ 10,9 mi | +1% | 6,68% | 38,3% | 1.110 | 13,51% | 2,9 |
|
| 1994 |
MAM
1994
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 815 mi | +US$ 56,1 mi | +7% | 11,5% | 54,9% | 160 | 13,75% | 3,8 |
|
| 1995 |
1995
Perella Weinberg Partners Capital Management
New York
| US$ 814 mi | +US$ 195 mi | +31% | 3,15% | 1,52% | 24 | 16,67% | 3 |
|
| 1996 |
1996
Brahman Capital
New York
| US$ 814 mi | +US$ 92,5 mi | +13% | 12,2% | 16,6% | 25 | 32% | 1,8 |
|
| 1997 |
1997
Northcape Capital
Sydney,
Australia
| US$ 813 mi | +US$ 1,43 mi | +0,2% | 20,7% | – | 31 | 22,58% | 2,9 |
|
| 1998 |
SC
1998
Sasco Capital
Fairfield,
Connecticut
| US$ 813 mi | +US$ 26,4 mi | +3% | 2,18% | 15,5% | 54 | 11,11% | 3,4 |
|
| 1999 |
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 813 mi | +US$ 119 mi | +17% | 23,5% | 96,1% | 14 | 0% | 8,4 |
|
| 2000 |
2000
Bath Savings Trust
Bath,
Maine
| US$ 812 mi | +US$ 37,2 mi | +5% | 6,31% | 57,8% | 160 | 5,63% | 5,8 |
|