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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
Cypress Funds
Los Angeles,
California
| US$ 1,09 bi | +US$ 172 mi | +19% | 7,85% | 100% | 16 | 6,25% | 3,2 |
|
| 1977 |
1977
BTC Capital Management
Des Moines,
Iowa
| US$ 1,09 bi | +US$ 14,7 mi | +1% | 2,04% | – | 209 | 8,13% | 5 |
|
| 1978 |
1978
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 1,09 bi | -US$ 189 mi | -15% | 4,62% | 68,6% | 1 | 0% | 8,3 |
|
| 1979 |
1979
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 1,09 bi | -US$ 32,3 mi | -3% | 0,2% | – | 189 | 0% | 7,1 |
|
| 1980 |
1980
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$ 1,09 bi | -US$ 60,1 mi | -5% | 3,39% | 61,9% | 492 | 12,6% | 5 |
|
| 1981 |
1981
Silver Oak Securities
Jackson,
Tennessee
| US$ 1,09 bi | +US$ 13,6 mi | +1% | 1,04% | 73,4% | 725 | 22,9% | 1,4 |
|
| 1982 |
1982
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$ 1,09 bi | +US$ 15,2 mi | +1% | 0,86% | 39,2% | 197 | 10,66% | 3,1 |
|
| 1983 |
1983
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| US$ 1,09 bi | +US$ 458 mi | +73% | 0,25% | 65,8% | 183 | 56,28% | 0,7 |
|
| 1984 |
1984
First American Trust
Santa Ana,
California
| US$ 1,09 bi | +US$ 85,1 mi | +8% | 0,41% | 84,6% | 253 | 15,02% | 3,6 |
|
| 1985 |
1985
Fusion Family Wealth
Woodbury,
New York
| US$ 1,09 bi | -US$ 3,12 mi | -0,3% | 1,84% | 62,2% | 45 | 2,22% | 5,1 |
|
| 1986 |
1986
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,09 bi | -US$ 47,7 mi | -4% | 2,35% | 117% | 171 | 7,6% | 5,6 |
|
| 1987 |
1987
Quantitative Investment Management
Charlottesville,
Virginia
| US$ 1,09 bi | -US$ 247 mi | -19% | 3,91% | 24,6% | 500 | 74,4% | 0,2 |
|
| 1988 |
1988
SG Capital Management
Chicago,
Illinois
| US$ 1,09 bi | +US$ 52,5 mi | +5% | 2,77% | 250% | 78 | 55,13% | 0,3 |
|
| 1989 |
1989
Parkwood LLC
Cleveland,
Ohio
| US$ 1,09 bi | +US$ 206 mi | +23% | 0,01% | 120% | 100 | 32% | 1,7 |
|
| 1990 |
1990
QVT Financial
New York
| US$ 1,09 bi | -US$ 36 mi | -3% | 7,97% | 267% | 43 | 20,93% | 3 |
|
| 1991 |
1991
Lindbrook Capital
Calabasas,
California
| US$ 1,08 bi | -US$ 23,9 mi | -2% | 2,72% | 35,8% | 2.978 | 13,43% | 3,6 |
|
| 1992 |
1992
Globeflex Capital
San Diego,
California
| US$ 1,08 bi | -US$ 96,8 mi | -8% | 4,3% | 186% | 474 | 20,04% | 2,1 |
|
| 1993 |
1993
Nebula Research & Development
New York
| US$ 1,08 bi | +US$ 230 mi | +27% | 4,48% | – | 1.185 | 48,52% | 0,4 |
|
| 1994 |
1994
Deer Management Company
Larchmont,
New York
| US$ 1,08 bi | -US$ 199 mi | -16% | 11,8% | 154% | 10 | 10% | 2,7 |
|
| 1995 |
1995
Grassi Investment Management
Santa Clara,
California
| US$ 1,08 bi | -US$ 90,8 mi | -8% | 6,6% | 170% | 131 | 7,63% | 6,8 |
|
| 1996 |
1996
Smith, Moore & Co
Clayton,
Missouri
| US$ 1,08 bi | -US$ 14,2 mi | -1% | 1,68% | 67% | 515 | 13,4% | 4,6 |
|
| 1997 |
1997
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1,08 bi | -US$ 3,24 mi | -0,3% | 0,73% | 75,3% | 208 | 6,73% | 6,8 |
|
| 1998 |
MIM
1998
Marco Investment Management
Atlanta,
Georgia
| US$ 1,08 bi | -US$ 80,3 mi | -7% | 1,81% | 127% | 231 | 10,82% | 7,3 |
|
| 1999 |
1999
United Asset Strategies
Garden City,
New York
| US$ 1,08 bi | -US$ 12,6 mi | -1% | 2,33% | 111% | 249 | 13,25% | 3,9 |
|
| 2000 |
TA
2000
TCM Advisors
Martinsburg,
West Virginia
| US$ 1,08 bi | +US$ 65 mi | +6% | 0,28% | 56,1% | 66 | 0% | 2,5 |
|