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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
KC
2001
KCL Capital
New York
| US$ 985 mi | -US$ 1,18 bi | -55% | 12,9% | 106% | 81 | 64,2% | 0,3 |
|
| 2002 |
HI
2002
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$ 985 mi | +US$ 68 mi | +7% | 6,08% | 37,9% | 123 | 11,38% | 3 |
|
| 2003 |
2003
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 983 mi | +US$ 57,3 mi | +6% | 9,6% | 93,5% | 66 | 3,03% | 6,3 |
|
| 2004 |
2004
CapWealth Advisors
Franklin,
Tennessee
| US$ 983 mi | +US$ 69,9 mi | +8% | 7,03% | 152% | 123 | 11,38% | 4,1 |
|
| 2005 |
KL
2005
KGH Ltd
Nassau,
Bahamas
| US$ 982 mi | -US$ 51,1 mi | -5% | 8,83% | 139% | 50 | 52% | 0,6 |
|
| 2006 |
2006
Caxton Associates (New York)
New York
| US$ 982 mi | +US$ 77,1 mi | +9% | 11,7% | 73,9% | 710 | 62,54% | 0,3 |
|
| 2007 |
2007
Northcape Capital
Sydney,
Australia
| US$ 982 mi | +US$ 39,1 mi | +4% | 3,48% | – | 26 | 3,85% | 2,7 |
|
| 2008 |
2008
Vicus Capital
State College,
Pennsylvania
| US$ 982 mi | +US$ 368 mi | +60% | 6,17% | 67% | 245 | 49,8% | 2,1 |
|
| 2009 |
2009
Virtu Financial
New York
| US$ 978 mi | -US$ 158 mi | -14% | 1,76% | 160% | 2.492 | 76,12% | 0,2 |
|
| 2010 |
2010
Inclusive Capital Partners
San Francisco,
California
| US$ 977 mi | +US$ 61,6 mi | +7% | 9,65% | 14,3% | 9 | 11,11% | 0,9 |
|
| 2011 |
2011
Mill Capital Management
Concord,
North Carolina
| US$ 977 mi | – | – | 11,2% | 119% | 124 | – | 0 |
|
| 2012 |
2012
Dymon Asia Capital (Singapore)
Singapore
| US$ 975 mi | +US$ 67,9 mi | +7% | 3,64% | 291% | 148 | 63,51% | 0,2 |
|
| 2013 |
2013
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 975 mi | +US$ 32,9 mi | +3% | 8,36% | 58,8% | 55 | 1,82% | 3 |
|
| 2014 |
2014
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 975 mi | +US$ 96,1 mi | +11% | 11,3% | 117% | 147 | 8,84% | 4,5 |
|
| 2015 |
2015
Chai Trust Company
Chicago,
Illinois
| US$ 971 mi | -US$ 209 mi | -18% | 7,15% | 12,7% | 36 | 16,67% | 2,8 |
|
| 2016 |
2016
Berry Street Capital Management
London,
United Kingdom
| US$ 970 mi | +US$ 310 mi | +47% | 18,2% | 331% | 119 | 69,75% | 0,2 |
|
| 2017 |
2017
Resource Management
Metairie,
Louisiana
| US$ 970 mi | +US$ 94,1 mi | +11% | 9,54% | 82,7% | 201 | 14,93% | 2,4 |
|
| 2018 |
2018
Logos Global Management
San Francisco,
California
| US$ 970 mi | -US$ 417 mi | -30% | 0,32% | 1.585% | 83 | 51,81% | 0,4 |
|
| 2019 |
2019
Grosvenor Holdings
Chicago,
Illinois
| US$ 967 mi | +US$ 151 mi | +19% | 2,65% | 54,3% | 22 | 22,73% | 1 |
|
| 2020 |
2020
Kintegral Advisory
New York
| US$ 966 mi | +US$ 113 mi | +13% | 14,5% | 143% | 270 | 4,44% | 2,8 |
|
| 2021 |
2021
Webster Bank
Waterbury,
Connecticut
| US$ 966 mi | +US$ 70,3 mi | +8% | 8,91% | 77,5% | 566 | 7,24% | 4,4 |
|
| 2022 |
2022
Jacobs & Co
San Francisco,
California
| US$ 964 mi | +US$ 95 mi | +11% | 11,2% | 105% | 126 | 9,52% | 5,7 |
|
| 2023 |
2023
MGO One Seven
Beachwood,
Ohio
| US$ 964 mi | +US$ 176 mi | +22% | 9,6% | 98,8% | 697 | 17,93% | 1,9 |
|
| 2024 |
2024
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 963 mi | -US$ 37,7 mi | -4% | 7,91% | 34,1% | 23 | 13,04% | 1,6 |
|
| 2025 |
NTCM
2025
Nine Ten Capital Management
Chicago,
Illinois
| US$ 962 mi | +US$ 27,1 mi | +3% | 11,8% | 166% | 12 | 8,33% | 2,6 |
|