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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
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 959 mi | +US$ 65,4 mi | +7% | 10,1% | 26,1% | 179 | 12,85% | 6 |
|
| 1977 |
1977
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 959 mi | +US$ 120 mi | +14% | 11,5% | 81,2% | 191 | 15,71% | 4,5 |
|
| 1978 |
1978
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 959 mi | +US$ 72,4 mi | +8% | 8,87% | 93,5% | 74 | 5,41% | 6,8 |
|
| 1979 |
1979
Salomon & Ludwin
Richmond,
Virginia
| US$ 958 mi | +US$ 31,4 mil | +0% | 10,1% | 58,7% | 766 | 0,39% | 0,8 |
|
| 1980 |
1980
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 957 mi | +US$ 124 mi | +15% | 9,68% | 62,8% | 911 | 26,23% | 4,5 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 956 mi | +US$ 110 mi | +13% | 13,9% | 109% | 166 | 9,64% | 5 |
|
| 1982 |
1982
Tradition Wealth Management
Edina,
Minnesota
| US$ 956 mi | +US$ 116 mi | +14% | 10,3% | 69,6% | 1.410 | 14,18% | 2,1 |
|
| 1983 |
1983
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 954 mi | +US$ 74,4 mi | +8% | 11,2% | 68,6% | 1 | 0% | 7 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 954 mi | +US$ 91,7 mi | +11% | 12,7% | 50,7% | 73 | 2,74% | 6,7 |
|
| 1985 |
1985
Grassi Investment Management
Santa Clara,
California
| US$ 954 mi | +US$ 84,2 mi | +10% | 15,4% | 170% | 130 | 11,54% | 6 |
|
| 1986 |
1986
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 953 mi | +US$ 118 mi | +14% | 7,81% | 41,3% | 631 | 32,81% | 1,1 |
|
| 1987 |
1987
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 953 mi | +US$ 25,9 mi | +3% | 11,4% | 56,1% | 121 | 14,88% | 2,2 |
|
| 1988 |
1988
Capital Group Investment Management
Raffles Quay,
Singapore
| US$ 953 mi | -US$ 583 mi | -38% | 15,1% | 145% | 205 | 10,73% | 0,9 |
|
| 1989 |
1989
North Peak Capital Management
New York
| US$ 952 mi | +US$ 140 mi | +17% | 16,6% | 301% | 10 | 30% | 1,1 |
|
| 1990 |
1990
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$ 951 mi | +US$ 20,1 mi | +2% | 2,77% | 54,4% | 125 | 46,4% | 1 |
|
| 1991 |
1991
Gillson Capital
Chicago,
Illinois
| US$ 949 mi | -US$ 400 mi | -30% | 13,5% | 84,9% | 114 | 72,81% | 0,3 |
|
| 1992 |
1992
XML Financial
Bethesda,
Maryland
| US$ 948 mi | +US$ 114 mi | +14% | 10,3% | 77,9% | 342 | 10,53% | 2,4 |
|
| 1993 |
1993
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$ 946 mi | +US$ 115 mi | +14% | 45,8% | 2.136% | 20 | 20% | 1,7 |
|
| 1994 |
CCM
1994
CAAS Capital Management
New York
| US$ 946 mi | -US$ 594 mi | -39% | 9,98% | 11% | 795 | 60,88% | 0,7 |
|
| 1995 |
1995
Duality Advisers
Miami,
Florida
| US$ 946 mi | +US$ 119 mi | +14% | 12,4% | 18,3% | 780 | 60,77% | 0,3 |
|
| 1996 |
DTL
1996
Dynamic Technology Lab
Singapore
| US$ 946 mi | -US$ 54,5 mi | -5% | 10,5% | 30,8% | 1.491 | 72,84% | 0,2 |
|
| 1997 |
1997
Vestal Point Capital
New York
| US$ 944 mi | – | – | 30,1% | – | 48 | – | 0 |
|
| 1998 |
1998
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$ 944 mi | – | – | 10,5% | 81,1% | 317 | – | 0 |
|
| 1999 |
1999
Howe & Rusling
Rochester,
New York
| US$ 943 mi | +US$ 95,9 mi | +11% | 10,7% | 82% | 394 | 25,63% | 4,1 |
|
| 2000 |
2000
Unison Advisors
Washington,
District of Columbia
| US$ 943 mi | +US$ 92,5 mi | +11% | 10,4% | 57,8% | 189 | 10,05% | 2,8 |
|