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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)
Guardian Capital Advisors (Canada)
1976
Guardian Capital Advisors (Canada)
Ontario, Canada
US$ 959 mi +US$ 65,4 mi +7% 10,1% 26,1% 179 12,85% 6
Blue Chip Partners
1977
Blue Chip Partners
Michigan
US$ 959 mi +US$ 120 mi +14% 11,5% 81,2% 191 15,71% 4,5
Nexus Investment Management
1978
Nexus Investment Management
Ontario, Canada
US$ 959 mi +US$ 72,4 mi +8% 8,87% 93,5% 74 5,41% 6,8
Salomon & Ludwin
1979
Salomon & Ludwin
Virginia
US$ 958 mi +US$ 31,4 mil +0% 10,1% 58,7% 766 0,39% 0,8
Plante Moran Financial Advisors
1980
Plante Moran Financial Advisors
Michigan
US$ 957 mi +US$ 124 mi +15% 9,68% 62,8% 911 26,23% 4,5
Edgemoor Investment Advisors
1981
Edgemoor Investment Advisors
Maryland
US$ 956 mi +US$ 110 mi +13% 13,9% 109% 166 9,64% 5
Tradition Wealth Management
1982
Tradition Wealth Management
Minnesota
US$ 956 mi +US$ 116 mi +14% 10,3% 69,6% 1.410 14,18% 2,1
E-L Financial Corp
1983
E-L Financial Corp
Ontario, Canada
US$ 954 mi +US$ 74,4 mi +8% 11,2% 68,6% 1 0% 7
Capital Investment Services of America
1984
Capital Investment Services of America
Wisconsin
US$ 954 mi +US$ 91,7 mi +11% 12,7% 50,7% 73 2,74% 6,7
Grassi Investment Management
1985
Grassi Investment Management
California
US$ 954 mi +US$ 84,2 mi +10% 15,4% 170% 130 11,54% 6
Beaird Harris Wealth Management
1986
Beaird Harris Wealth Management
Texas
US$ 953 mi +US$ 118 mi +14% 7,81% 41,3% 631 32,81% 1,1
Nicola Wealth Management
1987
Nicola Wealth Management
British Columbia, Canada
US$ 953 mi +US$ 25,9 mi +3% 11,4% 56,1% 121 14,88% 2,2
Capital Group Investment Management
1988
Capital Group Investment Management
Singapore
US$ 953 mi -US$ 583 mi -38% 15,1% 145% 205 10,73% 0,9
North Peak Capital Management
1989
North Peak Capital Management
New York
US$ 952 mi +US$ 140 mi +17% 16,6% 301% 10 30% 1,1
HITE Hedge Asset Management
1990
HITE Hedge Asset Management
Massachusetts
US$ 951 mi +US$ 20,1 mi +2% 2,77% 54,4% 125 46,4% 1
Gillson Capital
1991
Gillson Capital
Illinois
US$ 949 mi -US$ 400 mi -30% 13,5% 84,9% 114 72,81% 0,3
XML Financial
1992
XML Financial
Maryland
US$ 948 mi +US$ 114 mi +14% 10,3% 77,9% 342 10,53% 2,4
Fairmount Funds Management
1993
Fairmount Funds Management
Pennsylvania
US$ 946 mi +US$ 115 mi +14% 45,8% 2.136% 20 20% 1,7
CCM
1994
CAAS Capital Management
New York
US$ 946 mi -US$ 594 mi -39% 9,98% 11% 795 60,88% 0,7
Duality Advisers
1995
Duality Advisers
Florida
US$ 946 mi +US$ 119 mi +14% 12,4% 18,3% 780 60,77% 0,3
DTL
1996
Dynamic Technology Lab
Singapore
US$ 946 mi -US$ 54,5 mi -5% 10,5% 30,8% 1.491 72,84% 0,2
Vestal Point Capital
1997
Vestal Point Capital
New York
US$ 944 mi – – 30,1% – 48 – 0
Foster Dykema Cabot & Partners
1998
Foster Dykema Cabot & Partners
Massachusetts
US$ 944 mi – – 10,5% 81,1% 317 – 0
Howe & Rusling
1999
Howe & Rusling
New York
US$ 943 mi +US$ 95,9 mi +11% 10,7% 82% 394 25,63% 4,1
Unison Advisors
2000
Unison Advisors
District of Columbia
US$ 943 mi +US$ 92,5 mi +11% 10,4% 57,8% 189 10,05% 2,8