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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)
Petrus Trust Company
1976
Petrus Trust Company
Texas
US$ 825 mi +US$ 37,5 mi +5% 11% 36,9% 732 64,48% 0,3
Foster Victor Wealth Advisors
1977
Foster Victor Wealth Advisors
South Carolina
US$ 825 mi +US$ 39,1 mi +5% 5,76% 78,2% 176 16,48% 2,3
Great Mountain Partners
1978
Great Mountain Partners
Connecticut
US$ 824 mi -US$ 307 mi -27% 22,5% 95,3% 3 33,33% 1,8
Advocacy Wealth Management Services
1979
Advocacy Wealth Management Services
Georgia
US$ 823 mi +US$ 66,4 mi +9% 1,56% 48,3% 44 29,55% 2
SGCIA
1980
Smith Graham & Co Investment Advisors
Texas
US$ 823 mi +US$ 5,57 mi +0,7% 3,4% 56,9% 145 6,9% 6,2
Edgemoor Investment Advisors
1981
Edgemoor Investment Advisors
Maryland
US$ 823 mi +US$ 24,2 mi +3% 6,88% 109% 173 16,18% 4,7
Stack Financial Management
1982
Stack Financial Management
Montana
US$ 822 mi -US$ 172 mi -17% 2,72% 70% 39 17,95% 5,5
Henry H. Armstrong Associates
1983
Henry H. Armstrong Associates
Pennsylvania
US$ 821 mi +US$ 14,7 mi +2% 6,07% 70% 63 7,94% 6,4
XML Financial
1984
XML Financial
Maryland
US$ 821 mi +US$ 25,2 mi +3% 3,94% 77,9% 347 8,65% 1,8
Cartenna Capital
1985
Cartenna Capital
Connecticut
US$ 821 mi +US$ 240 mi +41% 9,09% 162% 49 71,43% 0,3
Wealthcare Capital Management
1986
Wealthcare Capital Management
Virginia
US$ 820 mi +US$ 38,1 mi +5% 5,3% 46,2% 79 22,78% 4,9
Globeflex Capital
1987
Globeflex Capital
California
US$ 819 mi +US$ 29,5 mi +4% 5,28% 186% 524 19,47% 2
Clearwater Capital Advisors
1988
Clearwater Capital Advisors
Illinois
US$ 819 mi +US$ 51,7 mi +7% 5,05% 44,7% 164 9,15% 4,1
Maple Capital Management
1989
Maple Capital Management
Vermont
US$ 818 mi +US$ 63,2 mi +8% 11,9% 114% 103 12,62% 5,6
Taurus Asset Management
1990
Taurus Asset Management
New York
US$ 818 mi +US$ 30,9 mi +4% 8,41% 26,9% 92 3,26% 6,3
Palisade Asset Management
1991
Palisade Asset Management
Minnesota
US$ 816 mi -US$ 57 mi -7% 2,2% 61,8% 186 5,91% 6,7
SP Asset Management
1992
SP Asset Management
California
US$ 815 mi +US$ 68,4 mi +9% 16,7% 92,4% 118 10,17% 3,1
BDO Wealth Advisors
1993
BDO Wealth Advisors
Florida
US$ 815 mi +US$ 10,9 mi +1% 6,68% 38,3% 1.110 13,51% 2,9
MAM
1994
Mastrapasqua Asset Management
Tennessee
US$ 815 mi +US$ 56,1 mi +7% 11,5% 54,9% 160 13,75% 3,8
Perella Weinberg Partners Capital Management
1995
Perella Weinberg Partners Capital Management
New York
US$ 814 mi +US$ 195 mi +31% 3,15% 1,52% 24 16,67% 3
Brahman Capital
1996
Brahman Capital
New York
US$ 814 mi +US$ 92,5 mi +13% 12,2% 16,6% 25 32% 1,8
Northcape Capital
1997
Northcape Capital
Australia
US$ 813 mi +US$ 1,43 mi +0,2% 20,7% – 31 22,58% 2,9
SC
1998
Sasco Capital
Connecticut
US$ 813 mi +US$ 26,4 mi +3% 2,18% 15,5% 54 11,11% 3,4
GPCM
1999
Greenbrier Partners Capital Management
Texas
US$ 813 mi +US$ 119 mi +17% 23,5% 96,1% 14 0% 8,4
Bath Savings Trust
2000
Bath Savings Trust
Maine
US$ 812 mi +US$ 37,2 mi +5% 6,31% 57,8% 160 5,63% 5,8