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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
PPSC Investment Service
Tokyo,
Japan
| US$ 1,34 bi | +US$ 79 mi | +6% | 4,4% | 193% | 8 | 0% | 2 |
|
| 1977 |
1977
Naples Global Advisors
Naples,
Florida
| US$ 1,34 bi | +US$ 54,1 mi | +4% | 4,16% | 103% | 452 | 6,86% | 6,1 |
|
| 1978 |
1978
WGI DM
Boston,
Massachusetts
| US$ 1,34 bi | -US$ 2,21 mi | -0,2% | 3,53% | – | 7 | 14,29% | 0,7 |
|
| 1979 |
1979
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 1,34 bi | +US$ 43,2 mi | +3% | 1,51% | 85,4% | 2.822 | 9,07% | 4,4 |
|
| 1980 |
1980
Insight Holdings Group
New York
| US$ 1,34 bi | -US$ 283 mi | -17% | 2,91% | 111% | 35 | 37,14% | 1,2 |
|
| 1981 |
1981
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$ 1,34 bi | -US$ 225 mi | -14% | 2,47% | 75,4% | 654 | 21,41% | 2,7 |
|
| 1982 |
1982
Novare Capital Management
Charlotte,
North Carolina
| US$ 1,33 bi | +US$ 21,4 mi | +2% | 3,51% | 76,5% | 207 | 12,56% | 4,8 |
|
| 1983 |
1983
City of London Investment Management
London,
United Kingdom
| US$ 1,33 bi | -US$ 19,3 mi | -1% | 3,45% | 104% | 97 | 24,74% | 2,8 |
|
| 1984 |
1984
NBC Securities
Birmingham,
Alabama
| US$ 1,33 bi | +US$ 33,4 mi | +3% | 1,93% | 93,1% | 2.965 | 12,68% | 1,1 |
|
| 1985 |
1985
Bouchey Financial Group
Troy,
New York
| US$ 1,33 bi | +US$ 36,2 mi | +3% | 1,58% | 66,7% | 167 | 11,38% | 3,8 |
|
| 1986 |
1986
Vicus Capital
State College,
Pennsylvania
| US$ 1,33 bi | +US$ 23,5 mi | +2% | 2,39% | 59,6% | 281 | 12,1% | 3,8 |
|
| 1987 |
1987
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 1,33 bi | -US$ 145 mi | -10% | 3,13% | 52,3% | 94 | 30,85% | 2,3 |
|
| 1988 |
MIM
1988
Marco Investment Management
Atlanta,
Georgia
| US$ 1,33 bi | +US$ 26,4 mi | +2% | 3,75% | 127% | 235 | 8,51% | 7,4 |
|
| 1989 |
1989
Harbor Investment Advisory
Lutherville,
Maryland
| US$ 1,33 bi | +US$ 121 mi | +10% | 6,37% | 97,5% | 1.285 | 12,68% | 4 |
|
| 1990 |
1990
a16z Perennial Management
Menlo Park,
California
| US$ 1,33 bi | +US$ 24,1 mi | +2% | 7,43% | – | 170 | 28,82% | 0,4 |
|
| 1991 |
1991
HoldCo Asset Management
Fort Lauderdale,
Florida
| US$ 1,33 bi | +US$ 382 mi | +40% | 10,9% | – | 29 | 10,34% | 2,3 |
|
| 1992 |
1992
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,33 bi | +US$ 30,6 mi | +2% | 2,67% | 80% | 744 | 13,71% | 3,6 |
|
| 1993 |
1993
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 1,33 bi | -US$ 31,8 mi | -2% | 0,13% | 69,1% | 54 | 5,56% | 5,9 |
|
| 1994 |
1994
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,33 bi | +US$ 29,3 mi | +2% | 3,56% | 114% | 324 | 5,25% | 6 |
|
| 1995 |
1995
NAYA Capital Management (UK)
London,
United Kingdom
| US$ 1,33 bi | +US$ 153 mi | +13% | 0,32% | 121% | 7 | 57,14% | 0,4 |
|
| 1996 |
1996
Hilton Capital Management
Garden City,
New York
| US$ 1,33 bi | +US$ 92,3 mi | +7% | 2,45% | 58,2% | 189 | 20,63% | 2,4 |
|
| 1997 |
1997
YCG LLC
Austin,
Texas
| US$ 1,33 bi | -US$ 6,34 mi | -0,5% | 0,03% | 27% | 44 | 15,91% | 5,9 |
|
| 1998 |
1998
Wealthquest
Cincinnati,
Ohio
| US$ 1,32 bi | +US$ 70,6 mi | +6% | 1,65% | 52,1% | 148 | 68,92% | 1,6 |
|
| 1999 |
1999
Boussard & Gavaudan Investment Management
London,
United Kingdom
| US$ 1,32 bi | +US$ 515 mi | +64% | 2,66% | 25,8% | 129 | 62,79% | 0,3 |
|
| 2000 |
2000
Smith, Moore & Co
Clayton,
Missouri
| US$ 1,32 bi | +US$ 17,1 mi | +1% | 2,43% | 67% | 561 | 13,01% | 4,6 |
|