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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)
Cypress Capital Group
1976
Cypress Capital Group
Florida
US$ 431 mi +US$ 10,6 mi +3% 5,59% 97,8% 228 17,11% 1,2
Johnson Financial Group Inc (Wisconsin)
1977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
US$ 431 mi +US$ 47,6 mi +12% 8,24% 58,1% 846 13,12% 1,1
Benjamin F. Edwards & Company
1978
Benjamin F. Edwards & Company
Missouri
US$ 431 mi +US$ 30,3 mi +8% 4,74% 19,7% 1.086 14,46% 1,1
Capital Investment Services of America
1979
Capital Investment Services of America
Wisconsin
US$ 431 mi +US$ 36,9 mi +9% 8,17% 50,7% 62 8,06% 1,3
LBMC Investment Advisors
1980
LBMC Investment Advisors
Tennessee
US$ 431 mi +US$ 18,3 mi +4% 3,99% 52,8% 62 17,74% 1,1
Harvey Investment Company
1981
Harvey Investment Company
Kentucky
US$ 430 mi +US$ 34,1 mi +9% 9,26% 56,4% 89 3,37% 1,4
Vestar Capital Partners
1982
Vestar Capital Partners
New York
US$ 430 mi +US$ 35,6 mi +9% 9,03% – 1 0% 0,3
CNA Financial
1983
CNA Financial
Illinois
US$ 430 mi -US$ 91,5 mi -18% 3,28% 48,6% 216 24,54% 1,1
Professional Advisory Services
1984
Professional Advisory Services
Florida
US$ 429 mi +US$ 15,6 mi +4% 4,84% 69,3% 62 11,29% 1,1
JMH
1985
J.M. Hartwell
New York
US$ 428 mi +US$ 1,36 mi +0,3% 4,29% 72,2% 110 23,64% 1
PWM
1986
Patriot Wealth Management
Texas
US$ 428 mi +US$ 22,7 mi +6% 3,54% 24,3% 65 15,38% 1,2
ACP
1987
Andalusian Capital Partners
Connecticut
US$ 427 mi +US$ 94,8 mi +29% 8,2% – 59 62,71% 0,4
Corsair Capital
1988
Corsair Capital
New York
US$ 427 mi +US$ 52,3 mi +14% 14% 17,1% 3 0% 0,8
KPF
1989
K2 Principal Fund
Ontario, Canada
US$ 426 mi – – 9,26% 76,5% 160 – 0
CapWealth Advisors
1990
CapWealth Advisors
Tennessee
US$ 426 mi -US$ 14,5 mi -3% 4,84% 152% 385 77,14% 1,3
Private Wealth Partners
1991
Private Wealth Partners
California
US$ 425 mi -US$ 30 mi -7% 2,91% 132% 185 29,19% 1,2
Travelers Companies
1992
Travelers Companies
Minnesota
US$ 425 mi -US$ 17 mi -4% 4,66% – 38 34,21% 1
DMK
1993
David M. Knott
US$ 424 mi -US$ 101 mi -19% 9,75% 81% 87 25,29% 1,1
GIM
1994
Greylin Investment Management
Virginia
US$ 424 mi +US$ 5,43 mi +1% 2,46% 52,1% 67 10,45% 1,2
McDaniel Terry & Co
1995
McDaniel Terry & Co
Texas
US$ 423 mi +US$ 4,9 mi +1% 2,13% 57,9% 50 2% 1,4
Neumeier Poma Investment Counsel
1996
Neumeier Poma Investment Counsel
California
US$ 423 mi +US$ 16,6 mi +4% 8,49% 229% 44 18,18% 1,2
Gratus Capital
1997
Gratus Capital
Georgia
US$ 422 mi – – 1,92% 51,4% 79 – 0
Granite Investment Advisors
1998
Granite Investment Advisors
New Hampshire
US$ 422 mi -US$ 9,44 mi -2% 2,9% 55,6% 108 15,74% 1,3
Bainco International Investors
1999
Bainco International Investors
Massachusetts
US$ 422 mi +US$ 21,6 mi +5% 8,47% 69,4% 92 10,87% 1,2
Foster Dykema Cabot & Co
2000
Foster Dykema Cabot & Co
Massachusetts
US$ 422 mi +US$ 9,7 mi +2% 2,9% 34% 98 14,29% 1,3