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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)
Richard C. Young & Co
1926
Richard C. Young & Co
Rhode Island
US$ 475 mi +US$ 12,3 mi +3% 2,62% 137% 67 8,96% 2,4
Harvey Investment Company
1927
Harvey Investment Company
Kentucky
US$ 475 mi +US$ 4,25 mi +0,9% 1,76% 56,4% 83 4,82% 3
Clear Harbor Asset Management
1928
Clear Harbor Asset Management
Connecticut
US$ 475 mi +US$ 16,7 mi +4% 4,36% 98,6% 286 22,73% 2
GA
1929
GFS Advisors
Texas
US$ 475 mi +US$ 24,5 mi +5% 5,55% 97,9% 147 16,33% 2
CCM Investment Advisers
1930
CCM Investment Advisers
South Carolina
US$ 474 mi +US$ 636 mil +0,1% 5,42% 170% 102 13,73% 2,3
Amtrust Financial Services
1931
Amtrust Financial Services
New York
US$ 474 mi – – 10,1% 61,9% 97 – 0
Hilton Capital Management
1932
Hilton Capital Management
New York
US$ 473 mi +US$ 68,3 mi +17% 7,83% 58,2% 148 38,51% 1,3
ACG Wealth
1933
ACG Wealth
Georgia
US$ 473 mi +US$ 2,83 mi +0,6% 3,83% 45,5% 284 20,42% 1,8
American Assets Investment Management
1934
American Assets Investment Management
California
US$ 473 mi +US$ 37,4 mi +9% 6,83% 507% 149 11,41% 2,1
Jacobs Asset Management
1935
Jacobs Asset Management
New York
US$ 473 mi +US$ 94,8 mi +25% 28,7% 114% 59 37,29% 1,2
Makena Capital Management
1936
Makena Capital Management
California
US$ 471 mi -US$ 596 mi -56% 0,28% 78,7% 23 13,04% 1,7
Kanaly Trust
1937
Kanaly Trust
Texas
US$ 471 mi -US$ 1,05 mi -0,2% 3,38% 11,6% 987 12,46% 2
Dudley & Shanley
1938
Dudley & Shanley
Florida
US$ 470 mi +US$ 34,3 mi +8% 8,14% 67,9% 33 0% 2,1
Summit Partners Public Asset Management
1939
Summit Partners Public Asset Management
Massachusetts
US$ 469 mi -US$ 141 mi -23% 5,35% 1.167% 136 69,85% 0,3
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
US$ 469 mi +US$ 13,4 mi +3% 3,58% 76,1% 124 16,13% 1,8
Serengeti Asset Management
1941
Serengeti Asset Management
New York
US$ 468 mi +US$ 74,1 mi +19% 1,56% 14,9% 30 43,33% 1,2
InterOcean Capital
1942
InterOcean Capital
Illinois
US$ 468 mi +US$ 39,2 mi +9% 4,87% 32,1% 185 26,49% 2
CC
1943
Cornerstone Capital
California
US$ 468 mi +US$ 4,9 mi +1% 2,21% 91,2% 80 10% 2,6
Essex Financial Services
1944
Essex Financial Services
Connecticut
US$ 466 mi +US$ 46,1 mi +11% 3,56% 87,7% 336 12,8% 2,4
Elm Ridge Management
1945
Elm Ridge Management
New York
US$ 466 mi +US$ 42 mi +10% 14,3% 93,6% 35 22,86% 1,5
Gillson Capital
1946
Gillson Capital
Illinois
US$ 465 mi – – 23,1% 84,9% 33 – 0
GWI
1947
Grace & White Inc
New York
US$ 465 mi +US$ 15,9 mi +4% 10,8% 61,5% 144 5,56% 2,9
Clearfield Capital Management
1948
Clearfield Capital Management
New York
US$ 465 mi +US$ 24 mi +5% 2,36% 421% 16 43,75% 0,5
AR
1949
Argyll Research
Delaware
US$ 463 mi -US$ 4,46 mi -1% 0,95% 0,8% 5 0% 2,2
Pinnacle Financial Partners (Tennessee)
1950
Pinnacle Financial Partners (Tennessee)
Tennessee
US$ 463 mi +US$ 18,2 mi +4% 5,09% 86% 302 28,15% 2,2