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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
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| US$ 1,04 bi | -US$ 241 mi | -19% | 7,55% | 165% | 44 | 27,27% | 2,1 |
|
| 1977 |
1977
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 1,04 bi | +US$ 79,1 mi | +8% | 7,07% | 93,5% | 77 | 5,19% | 6,8 |
|
| 1978 |
1978
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 1,04 bi | +US$ 54,2 mi | +6% | 6,69% | – | 196 | 5,61% | 6,3 |
|
| 1979 |
8KM
1979
8 Knots Management
Dallas,
Texas
| US$ 1,04 bi | +US$ 500 mi | +93% | 20,3% | – | 21 | 38,1% | 0,2 |
|
| 1980 |
1980
MHR Fund Management
New York
| US$ 1,03 bi | +US$ 120 mi | +13% | 22,6% | 332% | 10 | 0% | 4,8 |
|
| 1981 |
1981
Weatherly Asset Management
Del Mar,
California
| US$ 1,03 bi | +US$ 106 mi | +11% | 14,2% | 116% | 174 | 3,45% | 7,4 |
|
| 1982 |
1982
Ledyard National Bank
| US$ 1,03 bi | +US$ 61,6 mi | +6% | 8,25% | 80,7% | 220 | 6,82% | 6,5 |
|
| 1983 |
1983
TIG Advisors LLC
New York
| US$ 1,03 bi | +US$ 231 mi | +29% | 9,1% | 379% | 77 | 75,32% | 0,1 |
|
| 1984 |
1984
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 1,03 bi | +US$ 78,9 mi | +8% | 4,55% | 56,1% | 128 | 22,66% | 2,1 |
|
| 1985 |
1985
Trigran Investments
Northbrook,
Illinois
| US$ 1,03 bi | -US$ 7,04 mi | -0,7% | 2,57% | 30,2% | 22 | 22,73% | 3,4 |
|
| 1986 |
1986
Fifth Third Securities
Cincinnati,
Ohio
| US$ 1,03 bi | +US$ 64,3 mi | +7% | 7,28% | 62,7% | 239 | 7,11% | 1,6 |
|
| 1987 |
1987
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 1,03 bi | US$ 0 | 0% | 5,61% | 55,6% | 769 | 0% | 1,2 |
|
| 1988 |
1988
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,03 bi | +US$ 71,1 mi | +7% | 6,57% | 81,2% | 200 | 18% | 4,3 |
|
| 1989 |
C
1989
Chescapmanager
Baltimore,
Maryland
| US$ 1,03 bi | +US$ 3,12 mi | +0,3% | 31% | 202% | 47 | 23,4% | 2,3 |
|
| 1990 |
1990
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 1,03 bi | +US$ 115 mi | +13% | 8,16% | 52,3% | 64 | 10,94% | 2,8 |
|
| 1991 |
1991
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 1,03 bi | +US$ 86,7 mi | +9% | 11,1% | 70% | 60 | 10% | 7,1 |
|
| 1992 |
1992
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 1,03 bi | +US$ 114 mi | +13% | 7,95% | 72,9% | 415 | 54,22% | 3,3 |
|
| 1993 |
1993
Globeflex Capital
San Diego,
California
| US$ 1,03 bi | +US$ 47 mi | +5% | 11,1% | 186% | 515 | 15,73% | 2,2 |
|
| 1994 |
1994
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,03 bi | +US$ 72,7 mi | +8% | 3,7% | 41,3% | 661 | 15,13% | 1,3 |
|
| 1995 |
1995
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 1,03 bi | +US$ 87,6 mi | +9% | 9,18% | 79% | 304 | 66,78% | 4,2 |
|
| 1996 |
1996
Stratos Investment Management
Beachwood,
Ohio
| US$ 1,02 bi | +US$ 180 mi | +21% | 7,05% | 58,2% | 226 | 29,2% | 2,3 |
|
| 1997 |
1997
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,02 bi | +US$ 89,3 mi | +10% | 7,57% | 58,2% | 207 | 16,43% | 4,9 |
|
| 1998 |
1998
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,02 bi | +US$ 106 mi | +12% | 13,3% | 109% | 172 | 9,3% | 5,4 |
|
| 1999 |
1999
Pacific Life Fund Advisors
Newport Beach,
California
| US$ 1,02 bi | +US$ 19,8 mi | +2% | 5,48% | 47,6% | 20 | 5% | 0,8 |
|
| 2000 |
2000
Ilex Capital Partners
London,
United Kingdom
| US$ 1,02 bi | +US$ 303 mi | +42% | 4,78% | – | 28 | 75% | 0,1 |
|