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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
Certuity
North Palm Beach,
Florida
| US$ 880 mi | +US$ 203 mi | +30% | 8,69% | 190% | 274 | 20,44% | 1,8 |
|
| 1977 |
1977
Essex Financial Services
Essex,
Connecticut
| US$ 879 mi | -US$ 70,5 mi | -7% | 6,48% | 87,7% | 507 | 11,24% | 4 |
|
| 1978 |
1978
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 879 mi | +US$ 12,3 mi | +1% | 9,91% | 60,6% | 68 | 19,12% | 1,3 |
|
| 1979 |
1979
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 879 mi | +US$ 11 mi | +1% | 2,55% | 26,1% | 170 | 12,94% | 6 |
|
| 1980 |
1980
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$ 879 mi | +US$ 54,2 mi | +7% | 4,29% | 58% | 477 | 3,14% | 1,5 |
|
| 1981 |
1981
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 876 mi | +US$ 10 mi | +1% | 4,19% | 12,6% | 309 | 10,03% | 3,8 |
|
| 1982 |
1982
Leo Brokerage
Hurst,
Texas
| US$ 876 mi | +US$ 206 mi | +31% | 6,71% | – | 319 | 11,6% | 1,2 |
|
| 1983 |
1983
59 North Capital Management
Houston,
Texas
| US$ 876 mi | +US$ 193 mi | +28% | 13,9% | 81,4% | 13 | 7,69% | 1,1 |
|
| 1984 |
1984
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 876 mi | +US$ 28,9 mi | +3% | 3% | 41,1% | 52 | 7,69% | 1,7 |
|
| 1985 |
1985
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 875 mi | +US$ 51,8 mi | +6% | 1,85% | 48,3% | 39 | 12,82% | 2,1 |
|
| 1986 |
SHIM
1986
Spruce House Investment Management
New York
| US$ 875 mi | +US$ 364 mi | +71% | 87,4% | 863% | 6 | 16,67% | 5,1 |
|
| 1987 |
1987
HSG Holding
Na,
Hong Kong
| US$ 874 mi | -US$ 77,5 mi | -8% | 11,3% | 2,94% | 21 | 14,29% | 3,4 |
|
| 1988 |
1988
North Peak Capital Management
New York
| US$ 872 mi | +US$ 92 mi | +12% | 0,74% | 301% | 7 | 42,86% | 1,3 |
|
| 1989 |
1989
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 872 mi | +US$ 56,5 mi | +7% | 5,04% | 38,3% | 1.086 | 12,43% | 3,3 |
|
| 1990 |
1990
Lincluden Management
Mississauga,
Ontario, Canada
| US$ 868 mi | -US$ 12,2 mi | -1% | 1,78% | 56,6% | 76 | 3,95% | 5,5 |
|
| 1991 |
1991
One River Asset Management
Stamford,
Connecticut
| US$ 868 mi | -US$ 1,42 bi | -62% | 10,7% | 27% | 336 | 21,13% | 0,4 |
|
| 1992 |
1992
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 867 mi | +US$ 73 mi | +9% | 8,69% | – | 658 | 9,42% | 1,1 |
|
| 1993 |
1993
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$ 866 mi | -US$ 471 mi | -35% | 0,51% | 54,4% | 115 | 40,87% | 1 |
|
| 1994 |
1994
Stokes Family Office
New Orleans,
Louisiana
| US$ 865 mi | +US$ 62,8 mi | +8% | 5,8% | 68,1% | 340 | 14,41% | 1,8 |
|
| 1995 |
1995
Jag Capital Management
St Louis,
Missouri
| US$ 865 mi | +US$ 91,7 mi | +12% | 16,1% | 230% | 199 | 20,1% | 3,2 |
|
| 1996 |
CC
1996
Cornerstone Capital
Palo Alto,
California
| US$ 865 mi | +US$ 36 mi | +4% | 7,1% | 91,2% | 94 | 10,64% | 5,5 |
|
| 1997 |
1997
XML Financial
Bethesda,
Maryland
| US$ 864 mi | +US$ 43,2 mi | +5% | 4,07% | 69,5% | 355 | 9,86% | 2 |
|
| 1998 |
1998
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 864 mi | +US$ 24,9 mi | +3% | 5,43% | 58,6% | 106 | 8,49% | 0,5 |
|
| 1999 |
1999
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 862 mi | +US$ 46,1 mi | +6% | 4,73% | 61,8% | 184 | 5,98% | 6,7 |
|
| 2000 |
2000
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 861 mi | +US$ 34,1 mi | +4% | 6,56% | 97,1% | 564 | 9,93% | 2,6 |
|