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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
Efficient Market Advisors
San Diego,
California
| US$ 435 mi | +US$ 26,3 mi | +6% | 2,45% | 5,97% | 159 | 8,18% | 1,5 |
|
| 2002 |
2002
BTC Capital Management
Des Moines,
Iowa
| US$ 435 mi | +US$ 30,7 mi | +8% | 2,69% | – | 167 | 25,15% | 0,4 |
|
| 2003 |
SC
2003
Salzman & Co
Pittsford,
New York
| US$ 435 mi | -US$ 12,1 mi | -3% | 1,63% | 15,7% | 21 | 57,14% | 0,4 |
|
| 2004 |
2004
Private Wealth Partners
Mill Valley,
California
| US$ 434 mi | +US$ 8,96 mi | +2% | 0,36% | 132% | 157 | 18,47% | 1,3 |
|
| 2005 |
2005
VHCP Management
New York
| US$ 434 mi | +US$ 70,8 mi | +19% | 24,4% | 234% | 22 | 22,73% | 0,9 |
|
| 2006 |
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| US$ 434 mi | +US$ 21,7 mi | +5% | 0,18% | 101% | 232 | 3,45% | 1,6 |
|
| 2007 |
2007
TD Ameritrade Trust
Denver,
Colorado
| US$ 433 mi | +US$ 21,2 mi | +5% | 2,22% | 21,7% | 51 | 23,53% | 1,1 |
|
| 2008 |
RP
2008
Ridgegate Proprietary
Sydney,
Australia
| US$ 433 mi | -US$ 12,1 mi | -3% | 2,55% | – | 2 | 0% | 0,3 |
|
| 2009 |
2009
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$ 432 mi | -US$ 29,5 mi | -6% | 1,45% | – | 297 | 13,13% | 1,5 |
|
| 2010 |
2010
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$ 431 mi | +US$ 11,4 mi | +3% | 1,81% | 132% | 534 | 3% | 1,6 |
|
| 2011 |
2011
Dean Investment Associates
Beavercreek,
Ohio
| US$ 431 mi | -US$ 719 mil | -0,2% | 0,71% | 63,5% | 251 | 24,7% | 1,1 |
|
| 2012 |
PAM
2012
Premier Asset Management
Chicago,
Illinois
| US$ 431 mi | +US$ 22,5 mi | +5% | 3,21% | 104% | 105 | 18,1% | 1,1 |
|
| 2013 |
2013
Trinity Street Asset Management
London,
United Kingdom
| US$ 431 mi | -US$ 8,9 mi | -2% | 0,49% | 76,9% | 17 | 41,18% | 0,8 |
|
| 2014 |
ACM
2014
Addison Clark Management
Stamford,
Connecticut
| US$ 430 mi | -US$ 161 mi | -27% | 9,73% | 14,3% | 20 | 50% | 0,9 |
|
| 2015 |
2015
Petrus Trust Company
Dallas,
Texas
| US$ 429 mi | +US$ 22 mi | +5% | 0,07% | 36,9% | 79 | 31,65% | 1 |
|
| 2016 |
HH
2016
Harbinger Holdings
New York
| US$ 429 mi | -US$ 57,8 mi | -12% | 11,9% | 43,3% | 1 | 0% | 1,8 |
|
| 2017 |
2017
Community Bank
Dewitt,
New York
| US$ 429 mi | -US$ 11,8 mi | -3% | 0,91% | 73,5% | 384 | 7,55% | 0,2 |
|
| 2018 |
2018
CNA Financial
Chicago,
Illinois
| US$ 429 mi | -US$ 505 mil | -0,1% | 0,22% | 48,6% | 196 | 8,16% | 1,3 |
|
| 2019 |
2019
JMG Financial Group
Downers Grove,
Illinois
| US$ 428 mi | +US$ 45 mi | +12% | 2,02% | 58,7% | 57 | 1,75% | 1,6 |
|
| 2020 |
HC
2020
Hawkins Capital
Houston,
Texas
| US$ 428 mi | -US$ 220 mi | -34% | 6,45% | 8,54% | 17 | 11,76% | 1,6 |
|
| 2021 |
2021
Old Mission Capital
Chicago,
Illinois
| US$ 427 mi | -US$ 150 mi | -26% | 3,41% | 55,3% | 299 | 63,21% | 0,1 |
|
| 2022 |
2022
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 426 mi | +US$ 15,3 mi | +4% | 1,57% | 34,2% | 41 | 4,88% | 1,6 |
|
| 2023 |
2023
TD Capital Management
Memphis,
Tennessee
| US$ 426 mi | -US$ 10,8 mi | -2% | 2,17% | 40,5% | 165 | 8,48% | 1,5 |
|
| 2024 |
2024
Lebenthal Holdings
New York
| US$ 425 mi | +US$ 199 mi | +88% | 3,36% | – | 346 | 53,47% | 0,1 |
|
| 2025 |
2025
CapWealth Advisors
Franklin,
Tennessee
| US$ 425 mi | -US$ 615 mil | -0,1% | 1,66% | 152% | 330 | 72,73% | 0,4 |
|