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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)
SP Asset Management
1976
SP Asset Management
California
US$ 1000 mi +US$ 42,9 mi +4% 6,45% 112% 133 11,28% 2,2
Baldwin Wealth Partners
1977
Baldwin Wealth Partners
Massachusetts
US$ 1000 mi +US$ 98,6 mi +11% 9,59% 94,5% 664 6,48% 3,8
Twin Capital Management
1978
Twin Capital Management
Pennsylvania
US$ 999 mi +US$ 23,3 mi +2% 12,3% 132% 309 14,24% 3,1
Soleus Capital Management
1979
Soleus Capital Management
Connecticut
US$ 999 mi +US$ 357 mi +56% 5,31% 508% 94 52,13% 0,5
McDaniel Terry & Co
1980
McDaniel Terry & Co
Texas
US$ 998 mi +US$ 141 mi +16% 12,6% 76,6% 98 10,2% 4,1
Main Management
1981
Main Management
California
US$ 998 mi +US$ 68,6 mi +7% 6,46% 64,1% 155 21,94% 2,9
StrategIQ Financial Group
1982
StrategIQ Financial Group
Indiana
US$ 998 mi +US$ 495 mi +98% 7,85% 12,6% 300 28% 2,7
Icon Wealth Partners
1983
Icon Wealth Partners
Texas
US$ 997 mi +US$ 50,2 mi +5% 9,43% – 355 14,37% 1,9
Penn Capital Management
1984
Penn Capital Management
Pennsylvania
US$ 997 mi +US$ 5,97 mi +0,6% 2,85% 170% 202 5,45% 1,8
AIC
1985
AWM Investment Company
New York
US$ 997 mi -US$ 22,1 mi -2% 6,34% 778% 128 14,84% 2,3
Bank Hapoalim BM
1986
Bank Hapoalim BM
Israel
US$ 996 mi +US$ 39,5 mi +4% 7,42% 76,6% 259 15,83% 2,6
Summit Creek Advisors
1987
Summit Creek Advisors
Minnesota
US$ 996 mi +US$ 50,3 mi +5% 6,67% 84,6% 78 6,41% 2,7
Meeder Asset Management
1988
Meeder Asset Management
Ohio
US$ 995 mi -US$ 912 mi -48% 5,77% 156% 2.761 60,96% 2,1
AAM
1989
Autus Asset Management
Arizona
US$ 994 mi +US$ 79,5 mi +9% 8,96% 26,3% 180 6,11% 5,1
Krilogy Financial
1990
Krilogy Financial
Missouri
US$ 992 mi -US$ 9,9 mi -1% 7,21% 79% 287 10,1% 3
Asset Advisors Investment Management
1991
Asset Advisors Investment Management
Georgia
US$ 992 mi +US$ 95,7 mi +11% 13,7% 67,5% 98 11,22% 2,7
Montanaro Asset Management
1992
Montanaro Asset Management
United Kingdom
US$ 991 mi +US$ 162 mi +19% 12,4% 49,6% 48 2,08% 0,8
First Financial Bank - Trust Division
1993
First Financial Bank - Trust Division
Ohio
US$ 989 mi +US$ 76,7 mi +8% 9,55% 68,6% 183 3,83% 5,8
WDA
1994
Wendell David Associates
New Hampshire
US$ 988 mi +US$ 91,5 mi +10% 14,3% 58,7% 156 2,56% 6
Delta Accumulation LLC
1995
Delta Accumulation LLC
California
US$ 988 mi – – 6,2% 96,5% 154 – 0
TruWealth Advisors
1996
TruWealth Advisors
Louisiana
US$ 988 mi +US$ 91,1 mi +10% 6,4% 56,3% 128 11,72% 0,8
Novare Capital Management
1997
Novare Capital Management
North Carolina
US$ 986 mi +US$ 85,4 mi +9% 9,19% 76,5% 169 17,16% 3,5
SRFM
1998
Shannon River Fund Management
New York
US$ 986 mi -US$ 432 mi -30% 0,84% 554% 69 52,17% 0,8
WCM
1999
Woodson Capital Management
Connecticut
US$ 986 mi -US$ 463 mi -32% 2,22% 235% 50 48% 1,2
Mirabella Financial Services
2000
Mirabella Financial Services
United Kingdom
US$ 986 mi +US$ 224 mi +29% 7,71% 86,2% 674 80,71% 0,2