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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
KFS
1926
Kurt F. Somerville
US$ 438 mi +US$ 232 mil +0,1% 3,17% 92,9% 126 12,7% 2,3
AGM
1927
Alpine Global Management
New York
US$ 438 mi +US$ 126 mi +40% 5,55% 149% 237 81,86% 0,2
1834 Investment Advisors
1928
1834 Investment Advisors
Wisconsin
US$ 438 mi +US$ 12 mi +3% 1,36% 68,7% 187 14,44% 1,8
Evergreen Capital Management
1929
Evergreen Capital Management
Washington
US$ 436 mi +US$ 18,7 mi +4% 1,48% 77,2% 95 14,74% 1,8
HEC
1930
Hudson Executive Capital
New York
US$ 434 mi +US$ 117 mi +37% 14,9% 127% 12 41,67% 0,1
BTC Capital Management
1931
BTC Capital Management
Iowa
US$ 434 mi +US$ 6,4 mi +1% 0,13% – 179 15,08% 1,1
Chemung Canal Trust
1932
Chemung Canal Trust
New York
US$ 434 mi +US$ 149 mil +0% 2,84% 80,9% 133 14,29% 2,3
Incline Global Management
1933
Incline Global Management
New York
US$ 433 mi -US$ 54,6 mi -11% 2,22% 40,1% 27 33,33% 0,6
B. Riley Wealth Advisors
1934
B. Riley Wealth Advisors
Florida
US$ 432 mi -US$ 61,5 mi -12% 2,71% 118% 647 26,12% 1,4
NM
1935
Newtyn Management
New York
US$ 432 mi +US$ 37,2 mi +9% 5,3% 52% 20 35% 0,4
Middleton & Co
1936
Middleton & Co
Massachusetts
US$ 431 mi -US$ 16,9 mi -4% 0,53% 69,7% 162 6,79% 2,1
Strategic Financial Services
1937
Strategic Financial Services
New York
US$ 430 mi +US$ 49,4 mi +13% 2,38% 58,7% 98 7,14% 2,3
BTR Capital Management
1938
BTR Capital Management
California
US$ 430 mi -US$ 9,8 mi -2% 1,5% 35% 173 11,56% 2
MN Services Vermogensbeheer
1939
MN Services Vermogensbeheer
Netherlands
US$ 430 mi – – 2% 149% 672 – 0
Pekin Hardy Strauss
1940
Pekin Hardy Strauss
Illinois
US$ 430 mi -US$ 10,2 mi -2% 6,82% 102% 175 12% 2
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$ 430 mi -US$ 15,9 mi -4% 0,29% 38,8% 93 7,53% 2,2
MAM
1942
Mastrapasqua Asset Management
Tennessee
US$ 428 mi +US$ 21,1 mi +5% 1,24% 54,9% 153 17,65% 1
Evensky & Katz
1943
Evensky & Katz
Florida
US$ 428 mi +US$ 10,3 mi +2% 1,5% 57,1% 50 4% 2,2
Eagle Ridge Investment Management
1944
Eagle Ridge Investment Management
Connecticut
US$ 427 mi +US$ 10 mi +2% 3,31% 28,2% 136 22,06% 1
Bulldog Investors
1945
Bulldog Investors
New Jersey
US$ 427 mi -US$ 47,4 mi -10% 0,17% 22,5% 115 42,61% 0,9
ZBI
1946
Ziff Brothers Investments
New York
US$ 427 mi +US$ 66,2 mi +18% 4,86% – 22 59,09% 0,4
Red Mountain Capital Partners
1947
Red Mountain Capital Partners
California
US$ 427 mi +US$ 46,5 mi +12% 22,5% 37,4% 8 0% 2,2
GWM
1948
Gupta Wealth Management
California
US$ 427 mi +US$ 33,4 mi +8% 2,68% – 1.384 25,87% 0,8
ARS Investment Partners
1949
ARS Investment Partners
New York
US$ 427 mi +US$ 804 mil +0,2% 2,18% 260% 93 16,13% 1,7
John G. Ullman & Associates
1950
John G. Ullman & Associates
New York
US$ 426 mi -US$ 26,3 mi -6% 5,31% 156% 120 16,67% 2,1