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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
Creative Financial Designs
Kokomo,
Indiana
| US$ 858 mi | +US$ 7,96 mi | +0,9% | 2,59% | 56,2% | 1.562 | 9,99% | 2,6 |
|
| 1977 |
1977
Hilltop Holdings
Dallas,
Texas
| US$ 857 mi | +US$ 35,1 mi | +4% | 0,92% | 96,7% | 646 | 23,22% | 3,4 |
|
| 1978 |
1978
PSG Equity
Boston,
Massachusetts
| US$ 857 mi | -US$ 155 mi | -15% | 15,3% | 13,7% | 1 | 0% | 1,8 |
|
| 1979 |
1979
Boussard & Gavaudan Investment Management
London,
United Kingdom
| US$ 856 mi | -US$ 196 mi | -19% | 4,21% | 25,8% | 149 | 46,31% | 0,7 |
|
| 1980 |
1980
Commodore Capital
New York
| US$ 856 mi | -US$ 34,3 mi | -4% | 19,6% | 2.121% | 33 | 30,3% | 0,9 |
|
| 1981 |
1981
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 855 mi | -US$ 20,5 mi | -2% | 4,19% | 41,1% | 56 | 8,93% | 1,8 |
|
| 1982 |
1982
Seven Eight Capital
New York
| US$ 855 mi | +US$ 250 mi | +41% | 6,56% | 13,6% | 788 | 66,88% | 0,2 |
|
| 1983 |
1983
BIT Capital
Berlin,
Germany
| US$ 855 mi | -US$ 224 mi | -21% | 3,1% | 1.162% | 167 | 44,91% | 0,9 |
|
| 1984 |
1984
Globeflex Capital
San Diego,
California
| US$ 854 mi | -US$ 42 mi | -5% | 2,48% | 186% | 519 | 21% | 2,2 |
|
| 1985 |
1985
Southernsun Asset Management
Memphis,
Tennessee
| US$ 854 mi | -US$ 94,4 mi | -10% | 6,63% | 54,7% | 27 | 3,7% | 5,3 |
|
| 1986 |
MAM
1986
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 853 mi | -US$ 36 mi | -4% | 2,16% | 54,9% | 155 | 7,74% | 4,1 |
|
| 1987 |
1987
Arrow Financial
Glens Falls,
New York
| US$ 853 mi | +US$ 24,1 mi | +3% | 3,58% | 71,1% | 352 | 10,23% | 6,6 |
|
| 1988 |
1988
BW Gestao de Investimentos
Sao Paulo,
Brazil
| US$ 853 mi | +US$ 176 mi | +26% | 4,93% | 95,1% | 112 | 50,89% | 0,8 |
|
| 1989 |
1989
Banc Funds Company
Chicago,
Illinois
| US$ 853 mi | +US$ 3,7 mi | +0,4% | 3,11% | 69% | 156 | 5,13% | 5,6 |
|
| 1990 |
1990
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 852 mi | -US$ 41,3 mi | -5% | 3,4% | 62,2% | 244 | 6,97% | 3,6 |
|
| 1991 |
1991
Stokes Family Office
New Orleans,
Louisiana
| US$ 852 mi | -US$ 13,5 mi | -2% | 2,93% | 68,1% | 363 | 15,43% | 2 |
|
| 1992 |
SBCM
1992
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| US$ 852 mi | -US$ 208 mi | -20% | 0,05% | 72,3% | 53 | 13,21% | 5,6 |
|
| 1993 |
1993
Unison Advisors
Washington,
District of Columbia
| US$ 850 mi | -US$ 50,6 mi | -6% | 1,73% | 54,6% | 180 | 1,11% | 2,8 |
|
| 1994 |
1994
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 850 mi | -US$ 34,3 mi | -4% | 3,04% | 80,4% | 106 | 10,38% | 4,7 |
|
| 1995 |
WDA
1995
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 850 mi | -US$ 35,4 mi | -4% | 2,54% | 46% | 158 | 8,23% | 7,3 |
|
| 1996 |
1996
Certuity
North Palm Beach,
Florida
| US$ 849 mi | -US$ 30,6 mi | -3% | 2,35% | 190% | 292 | 17,47% | 1,9 |
|
| 1997 |
1997
Howe & Rusling
Rochester,
New York
| US$ 847 mi | -US$ 46,4 mi | -5% | 3,12% | 82% | 348 | 14,66% | 4,8 |
|
| 1998 |
HEC
1998
Hudson Executive Capital
New York
| US$ 846 mi | +US$ 17,6 mi | +2% | 3,11% | 127% | 5 | 20% | 3,5 |
|
| 1999 |
1999
Private Capital Management (Florida)
Naples,
Florida
| US$ 846 mi | +US$ 4,65 mi | +0,6% | 1,41% | 118% | 160 | 23,13% | 1,9 |
|
| 2000 |
2000
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 846 mi | -US$ 39,5 mi | -4% | 3,24% | 109% | 162 | 6,17% | 5 |
|