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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
Vicus Capital
State College,
Pennsylvania
| US$ 1,2 bi | +US$ 130 mi | +12% | 8,11% | 59,6% | 281 | 21,71% | 3,4 |
|
| 1977 |
1977
Bouchey Financial Group
Troy,
New York
| US$ 1,2 bi | +US$ 94 mi | +8% | 7,47% | 66,7% | 152 | 15,79% | 3,9 |
|
| 1978 |
1978
Hikari Power
Tokyo,
Japan
| US$ 1,2 bi | -US$ 60,2 mi | -5% | 3,94% | 53,5% | 63 | 4,76% | 6,6 |
|
| 1979 |
MIM
1979
Marco Investment Management
Atlanta,
Georgia
| US$ 1,2 bi | +US$ 121 mi | +11% | 13,5% | 127% | 226 | 7,96% | 7,2 |
|
| 1980 |
1980
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 1,2 bi | +US$ 103 mi | +9% | 9,99% | 86,3% | 342 | 14,04% | 3,7 |
|
| 1981 |
1981
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$ 1,2 bi | -US$ 262 mi | -18% | 9,7% | 77,6% | 447 | 31,1% | 1,1 |
|
| 1982 |
1982
SPC Financial Inc
Rockville,
Maryland
| US$ 1,19 bi | +US$ 56,7 mi | +5% | 7,75% | 65,1% | 278 | 11,87% | 4,2 |
|
| 1983 |
1983
Smith, Moore & Co
Clayton,
Missouri
| US$ 1,19 bi | +US$ 112 mi | +10% | 8,22% | 67% | 530 | 12,83% | 4,4 |
|
| 1984 |
1984
Bristlecone Advisors
Bellevue,
Washington
| US$ 1,19 bi | -US$ 33,2 mi | -3% | 12,5% | 103% | 385 | 25,97% | 4,1 |
|
| 1985 |
1985
Keywise Capital Management (HK)
Hong Kong
| US$ 1,19 bi | +US$ 263 mi | +28% | 27,1% | 684% | 18 | 22,22% | 1,4 |
|
| 1986 |
1986
Washington Trust Bank
Spokane,
Washington
| US$ 1,19 bi | +US$ 189 mi | +19% | 10,7% | 80,5% | 219 | 17,35% | 6,2 |
|
| 1987 |
1987
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$ 1,18 bi | +US$ 94,3 mi | +9% | 7,43% | 39,2% | 203 | 8,37% | 3,3 |
|
| 1988 |
1988
Regal Partners
Sydney, NSW,
Australia
| US$ 1,18 bi | +US$ 207 mi | +21% | 14,5% | 146% | 87 | 54,02% | 0,7 |
|
| 1989 |
1989
Fusion Family Wealth
Woodbury,
New York
| US$ 1,18 bi | +US$ 95,3 mi | +9% | 9,11% | 58,2% | 47 | 6,38% | 5 |
|
| 1990 |
1990
Parsifal Capital Management
Greenwich,
Connecticut
| US$ 1,18 bi | +US$ 24 mi | +2% | 12,4% | 154% | 23 | 43,48% | 1,3 |
|
| 1991 |
1991
Regents of the University of California
Oakland,
California
| US$ 1,18 bi | +US$ 712 mi | +152% | 1,22% | 86,1% | 8 | 37,5% | 0,8 |
|
| 1992 |
1992
Windward Capital Management
Los Angeles,
California
| US$ 1,18 bi | +US$ 19,1 mi | +2% | 3,8% | 78,5% | 71 | 0% | 7,8 |
|
| 1993 |
1993
Warburg Pincus
New York
| US$ 1,18 bi | -US$ 132 mi | -10% | 3,97% | 3,59% | 7 | 42,86% | 2,2 |
|
| 1994 |
1994
RVW Wealth
Los Angeles,
California
| US$ 1,18 bi | +US$ 116 mi | +11% | 9,13% | 65,8% | 173 | 9,25% | 3 |
|
| 1995 |
1995
LRI Investments
Palm Beach Gardens,
Florida
| US$ 1,18 bi | +US$ 142 mi | +14% | 12,3% | – | 1.312 | 11,2% | 1 |
|
| 1996 |
1996
Greenvale Capital
London,
United Kingdom
| US$ 1,18 bi | +US$ 148 mi | +14% | 22,7% | 101% | 20 | 40% | 1,1 |
|
| 1997 |
1997
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 1,18 bi | +US$ 167 mi | +17% | 8,28% | 62,7% | 425 | 14,82% | 2,8 |
|
| 1998 |
1998
Nebula Research & Development
New York
| US$ 1,17 bi | +US$ 92,8 mi | +9% | 11,4% | – | 1.192 | 43,96% | 0,5 |
|
| 1999 |
1999
PFM Health Sciences
San Francisco,
California
| US$ 1,17 bi | -US$ 203 mi | -15% | 9,18% | 241% | 83 | 53,01% | 2 |
|
| 2000 |
2000
Weatherly Asset Management
Del Mar,
California
| US$ 1,17 bi | +US$ 57,9 mi | +5% | 8,14% | 116% | 185 | 4,86% | 7,6 |
|