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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
Empirical Wealth Management
Seattle,
Washington
| US$ 403 mi | +US$ 23,7 mi | +6% | 2,36% | 78,8% | 107 | 14,02% | 0,8 |
|
| 2002 |
2002
Lingohr Asset Management
Duesseldorf,
Germany
| US$ 403 mi | -US$ 85,9 mi | -18% | 4,67% | 141% | 130 | 25,38% | 0,7 |
|
| 2003 |
2003
Bocage Capital
San Francisco,
California
| US$ 403 mi | +US$ 143 mi | +55% | 11,1% | 25,3% | 27 | 40,74% | 0,4 |
|
| 2004 |
2004
Harvey Investment Company
Louisville,
Kentucky
| US$ 402 mi | +US$ 14,3 mi | +4% | 4,47% | 56,4% | 91 | 7,69% | 0,9 |
|
| 2005 |
2005
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 402 mi | +US$ 17,3 mi | +4% | 4,64% | 112% | 92 | 5,43% | 0,9 |
|
| 2006 |
2006
Dalton Investments
Las Vegas,
Nevada
| US$ 401 mi | +US$ 34 mi | +9% | 10,7% | 95,1% | 62 | 24,19% | 0,8 |
|
| 2007 |
2007
Bainco International Investors
Boston,
Massachusetts
| US$ 401 mi | +US$ 11,3 mi | +3% | 6,15% | 69,4% | 93 | 16,13% | 0,8 |
|
| 2008 |
AAM
2008
Archipel Asset Management
Stockholm,
Sweden
| US$ 400 mi | +US$ 13,1 mi | +3% | 1,11% | – | 110 | 86,36% | 0,1 |
|
| 2009 |
2009
Aureus Asset Management
Boston,
Massachusetts
| US$ 400 mi | +US$ 10,7 mi | +3% | 6,03% | 93,9% | 172 | 30,81% | 0,7 |
|
| 2010 |
GPCM
2010
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 399 mi | +US$ 20,1 mi | +5% | 7,82% | 96,1% | 22 | 9,09% | 1 |
|
| 2011 |
2011
Cabot Wealth Management
Salem,
Massachusetts
| US$ 398 mi | +US$ 17,8 mi | +5% | 3,26% | 69,3% | 160 | 21,25% | 0,8 |
|
| 2012 |
CC
2012
Cambrian Capital
San Francisco,
California
| US$ 397 mi | +US$ 2,1 mi | +0,5% | 15,2% | 17,3% | 57 | 19,3% | 0,7 |
|
| 2013 |
2013
Payden & Rygel
Los Angeles,
California
| US$ 396 mi | +US$ 139 mi | +54% | 7,34% | 103% | 227 | 6,17% | 0,9 |
|
| 2014 |
SH
2014
Scepter Holdings
Fort Worth,
Texas
| US$ 396 mi | -US$ 70,7 mi | -15% | 0,56% | – | 121 | 51,24% | 0,4 |
|
| 2015 |
PWM
2015
Patriot Wealth Management
Houston,
Texas
| US$ 395 mi | +US$ 20,2 mi | +5% | 3,65% | 24,3% | 62 | 9,68% | 0,9 |
|
| 2016 |
2016
Tensile Capital Management
Larkspur,
California
| US$ 395 mi | +US$ 12,7 mi | +3% | 4,29% | 47,7% | 18 | 5,56% | 0,5 |
|
| 2017 |
PAM
2017
Premier Asset Management
Chicago,
Illinois
| US$ 395 mi | +US$ 33,7 mi | +9% | 5,01% | 104% | 103 | 15,53% | 0,6 |
|
| 2018 |
2018
Efficient Market Advisors
San Diego,
California
| US$ 394 mi | +US$ 18,2 mi | +5% | 2,34% | 5,97% | 143 | 7,69% | 0,9 |
|
| 2019 |
2019
Benjamin F. Edwards & Company
St. Louis,
Missouri
| US$ 394 mi | +US$ 28,9 mi | +8% | 4,35% | 19,7% | 984 | 13,11% | 0,8 |
|
| 2020 |
2020
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$ 393 mi | +US$ 31,9 mi | +9% | 7,02% | 58,7% | 25 | 4% | 1 |
|
| 2021 |
2021
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 393 mi | +US$ 13,3 mi | +4% | 4,23% | 34,2% | 39 | 0% | 1 |
|
| 2022 |
2022
Covalent Partners
Concord,
Massachusetts
| US$ 392 mi | +US$ 51,8 mi | +15% | 3,73% | 36,6% | 39 | 41,03% | 0,5 |
|
| 2023 |
AA
2023
Ancient Art
Austin,
Texas
| US$ 392 mi | +US$ 5,96 mi | +2% | 7,81% | 168% | 21 | 28,57% | 0,6 |
|
| 2024 |
AL
2024
Agran Libbie
Santa Monica,
California
| US$ 392 mi | +US$ 20,1 mi | +5% | 5,68% | 27,5% | 113 | 5,31% | 0,9 |
|
| 2025 |
2025
Jacobus Wealth Management
Milwaukee,
Wisconsin
| US$ 391 mi | -US$ 20,4 mi | -5% | 5,89% | 17,2% | 333 | 14,41% | 0,8 |
|