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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)
Moss Adams Wealth Advisors
1976
Moss Adams Wealth Advisors
Washington
US$ 1,28 bi +US$ 181 mi +16% 7,77% 71,9% 280 18,21% 1,4
Prelude Capital Management
1977
Prelude Capital Management
New York
US$ 1,28 bi +US$ 253 mi +25% 18,4% 198% 1.446 55,19% 0,7
RVW Wealth
1978
RVW Wealth
California
US$ 1,28 bi +US$ 103 mi +9% 6,85% 65,8% 179 6,7% 3,2
Kimelman & Baird
1979
Kimelman & Baird
New York
US$ 1,28 bi +US$ 52,2 mi +4% 5,53% – 349 14,04% 3,6
Fidelis Capital Partners
1980
Fidelis Capital Partners
Florida
US$ 1,28 bi +US$ 182 mi +17% 10,6% 115% 496 11,69% 1,6
SPC Financial Inc
1981
SPC Financial Inc
Maryland
US$ 1,28 bi +US$ 86,1 mi +7% 5,72% 65,1% 290 13,79% 4,1
Edgar Lomax Company
1982
Edgar Lomax Company
Virginia
US$ 1,28 bi -US$ 304 mi -19% 4,79% 66,2% 58 0% 5,7
Abrams Bison Investments
1983
Abrams Bison Investments
Maryland
US$ 1,28 bi +US$ 203 mi +19% 11% 170% 9 11,11% 2,7
American Express
1984
American Express
New York
US$ 1,28 bi +US$ 281 mi +28% 28,3% – 2 0% 1,8
Charter Oak Capital Management
1985
Charter Oak Capital Management
New Hampshire
US$ 1,27 bi +US$ 90,6 mi +8% 5,82% 39,2% 208 8,65% 3,4
Ethos Financial Group
1986
Ethos Financial Group
Pennsylvania
US$ 1,27 bi +US$ 111 mi +10% 7,11% 63% 544 18,75% 1,1
BSN Capital Partners
1987
BSN Capital Partners
United Kingdom
US$ 1,27 bi US$ 0 0% 3,73% 183% 16 0% 0,5
Greenvale Capital
1988
Greenvale Capital
United Kingdom
US$ 1,27 bi +US$ 95,4 mi +8% 28,5% 101% 21 42,86% 0,9
Technology Crossover Management IX
1989
Technology Crossover Management IX
California
US$ 1,27 bi +US$ 26,5 mi +2% 3,01% 13% 6 0% 5,9
Magnus Financial Group
1990
Magnus Financial Group
New York
US$ 1,27 bi +US$ 127 mi +11% 7,62% 78,2% 419 12,41% 3,1
Pitcairn
1991
Pitcairn
Pennsylvania
US$ 1,27 bi -US$ 260 mi -17% 8,55% 111% 725 17,93% 5,4
Counterpoint Mutual Funds
1992
Counterpoint Mutual Funds
California
US$ 1,27 bi +US$ 136 mi +12% 6,04% 74,3% 493 74,85% 0,2
Limestone Investment Advisors
1993
Limestone Investment Advisors
New York
US$ 1,26 bi +US$ 115 mi +10% 17,6% – 703 57,75% 0,1
E-L Financial Corp
1994
E-L Financial Corp
Ontario, Canada
US$ 1,26 bi +US$ 116 mi +10% 7,81% 68,6% 1 0% 8,8
PPSC Investment Service
1995
PPSC Investment Service
Japan
US$ 1,26 bi +US$ 189 mi +18% 16,6% 193% 8 12,5% 1,7
Capital Investment Advisory Services
1996
Capital Investment Advisory Services
North Carolina
US$ 1,26 bi +US$ 39,2 mi +3% 9,78% 69,3% 1.141 12,8% 3,6
SP Asset Management
1997
SP Asset Management
California
US$ 1,26 bi +US$ 48,2 mi +4% 7,6% 92,4% 144 11,81% 4,1
Cozad Asset Management
1998
Cozad Asset Management
Illinois
US$ 1,26 bi +US$ 113 mi +10% 12% 132% 430 8,14% 3,9
DigitalBridge Group
1999
DigitalBridge Group
Florida
US$ 1,25 bi +US$ 239 mi +24% 18,7% 161% 78 29,49% 1,3
Windward Capital Management
2000
Windward Capital Management
California
US$ 1,25 bi +US$ 75,5 mi +6% 10,4% 78,5% 71 0% 8