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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Aristotle Capital Boston
Boston,
Massachusetts
| US$ 1,49 bi | -US$ 120 mi | -7% | 17,6% | 72,2% | 124 | 5,65% | 6,5 |
|
| 2002 |
2002
Fairholme Capital Management
South Miami,
Florida
| US$ 1,49 bi | -US$ 24,3 mi | -2% | 0,17% | 36,2% | 13 | 23,08% | 3,4 |
|
| 2003 |
2003
Redmile Group
San Francisco,
California
| US$ 1,49 bi | -US$ 20,6 mi | -1% | 39,8% | 777% | 39 | 10,26% | 3,9 |
|
| 2004 |
2004
Main Management
San Francisco,
California
| US$ 1,49 bi | +US$ 114 mi | +8% | 15,4% | 64,1% | 107 | 15,89% | 5,4 |
|
| 2005 |
2005
WBH Advisory
Baltimore,
Maryland
| US$ 1,49 bi | +US$ 153 mi | +11% | 13,3% | 57,6% | 372 | 8,33% | 6,3 |
|
| 2006 |
2006
Gemmer Asset Management
Walnut Creek,
California
| US$ 1,49 bi | +US$ 223 mi | +18% | 29,5% | 96,8% | 198 | 18,69% | 5 |
|
| 2007 |
2007
Mark Asset Management
New York
| US$ 1,49 bi | +US$ 389 mi | +35% | 51% | 325% | 49 | 38,78% | 2,7 |
|
| 2008 |
2008
Titleist Asset Management
San Antonio,
Texas
| US$ 1,49 bi | +US$ 161 mi | +12% | 12,9% | 101% | 434 | 13,82% | 1,7 |
|
| 2009 |
2009
Petredis Investment Advisors
Warrendale,
Pennsylvania
| US$ 1,49 bi | +US$ 262 mi | +21% | 33,9% | 144% | 116 | 7,76% | 2,6 |
|
| 2010 |
2010
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 1,48 bi | +US$ 261 mi | +21% | 14,9% | 70,4% | 235 | 20,85% | 3,3 |
|
| 2011 |
2011
Cantor Fitzgerald Investment Advisors
New York
| US$ 1,48 bi | +US$ 127 mi | +9% | 11,3% | 68,3% | 185 | 4,32% | 4,2 |
|
| 2012 |
2012
Transcend Capital Advisors
Madison,
New Jersey
| US$ 1,48 bi | +US$ 232 mi | +19% | 15% | 71,6% | 865 | 22,43% | 2,2 |
|
| 2013 |
2013
American Express
New York
| US$ 1,48 bi | +US$ 601 mi | +68% | 68,3% | – | 1 | 0% | 2,5 |
|
| 2014 |
2014
Hackensack Meridian Health
Edison,
New Jersey
| US$ 1,48 bi | +US$ 421 mi | +40% | 10,5% | 53,4% | 7 | 0% | 2,4 |
|
| 2015 |
2015
Fiduciary Alliance
Greenville,
South Carolina
| US$ 1,48 bi | -US$ 178 mi | -11% | 13,6% | 104% | 593 | 17,54% | 1,5 |
|
| 2016 |
2016
Symmetry Investments
St Helier,
Jersey
| US$ 1,48 bi | +US$ 566 mi | +62% | 14,4% | 148% | 215 | 72,56% | 0,3 |
|
| 2017 |
2017
NBC Securities
Birmingham,
Alabama
| US$ 1,48 bi | +US$ 144 mi | +11% | 16,4% | 86,6% | 2.756 | 19,81% | 1,6 |
|
| 2018 |
2018
Hilton Capital Management
Garden City,
New York
| US$ 1,47 bi | +US$ 146 mi | +11% | 9,43% | 58,2% | 146 | 19,18% | 2,5 |
|
| 2019 |
2019
Park West Asset Management
San Francisco,
California
| US$ 1,47 bi | +US$ 290 mi | +25% | 44,1% | 181% | 65 | 47,69% | 0,9 |
|
| 2020 |
2020
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 1,47 bi | +US$ 116 mi | +9% | 23,5% | 23,3% | 52 | 3,85% | 4,2 |
|
| 2021 |
2021
Harbor Capital Advisors
Chicago,
Illinois
| US$ 1,47 bi | +US$ 232 mi | +19% | 24,7% | 119% | 1.266 | 8,53% | 1,5 |
|
| 2022 |
RIM
2022
Rovida Investment Management
Grand Cayman,
Cayman Islands
| US$ 1,47 bi | +US$ 669 mi | +84% | 70,3% | – | 21 | 23,81% | 0,8 |
|
| 2023 |
2023
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 1,47 bi | +US$ 161 mi | +12% | 13,9% | 73,6% | 2.812 | 8,07% | 4,7 |
|
| 2024 |
2024
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,47 bi | +US$ 195 mi | +15% | 20,8% | 109% | 196 | 17,35% | 5,6 |
|
| 2025 |
2025
MBL Wealth
Charlotte,
North Carolina
| US$ 1,47 bi | +US$ 144 mi | +11% | 11,2% | 47,7% | 418 | 26,79% | 1,8 |
|