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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)
Efficient Market Advisors
2001
Efficient Market Advisors
California
US$ 435 mi +US$ 26,3 mi +6% 2,45% 5,97% 159 8,18% 1,5
BTC Capital Management
2002
BTC Capital Management
Iowa
US$ 435 mi +US$ 30,7 mi +8% 2,69% – 167 25,15% 0,4
SC
2003
Salzman & Co
New York
US$ 435 mi -US$ 12,1 mi -3% 1,63% 15,7% 21 57,14% 0,4
Private Wealth Partners
2004
Private Wealth Partners
California
US$ 434 mi +US$ 8,96 mi +2% 0,36% 132% 157 18,47% 1,3
VHCP Management
2005
VHCP Management
New York
US$ 434 mi +US$ 70,8 mi +19% 24,4% 234% 22 22,73% 0,9
Bragg Financial Advisors
2006
Bragg Financial Advisors
North Carolina
US$ 434 mi +US$ 21,7 mi +5% 0,18% 101% 232 3,45% 1,6
TD Ameritrade Trust
2007
TD Ameritrade Trust
Colorado
US$ 433 mi +US$ 21,2 mi +5% 2,22% 21,7% 51 23,53% 1,1
RP
2008
Ridgegate Proprietary
Australia
US$ 433 mi -US$ 12,1 mi -3% 2,55% – 2 0% 0,3
Bank of Kentucky
2009
Bank of Kentucky
Kentucky
US$ 432 mi -US$ 29,5 mi -6% 1,45% – 297 13,13% 1,5
E. Ohman J:or Asset Management
2010
E. Ohman J:or Asset Management
Sweden
US$ 431 mi +US$ 11,4 mi +3% 1,81% 132% 534 3% 1,6
Dean Investment Associates
2011
Dean Investment Associates
Ohio
US$ 431 mi -US$ 719 mil -0,2% 0,71% 63,5% 251 24,7% 1,1
PAM
2012
Premier Asset Management
Illinois
US$ 431 mi +US$ 22,5 mi +5% 3,21% 104% 105 18,1% 1,1
Trinity Street Asset Management
2013
Trinity Street Asset Management
United Kingdom
US$ 431 mi -US$ 8,9 mi -2% 0,49% 76,9% 17 41,18% 0,8
ACM
2014
Addison Clark Management
Connecticut
US$ 430 mi -US$ 161 mi -27% 9,73% 14,3% 20 50% 0,9
Petrus Trust Company
2015
Petrus Trust Company
Texas
US$ 429 mi +US$ 22 mi +5% 0,07% 36,9% 79 31,65% 1
HH
2016
Harbinger Holdings
New York
US$ 429 mi -US$ 57,8 mi -12% 11,9% 43,3% 1 0% 1,8
Community Bank
2017
Community Bank
New York
US$ 429 mi -US$ 11,8 mi -3% 0,91% 73,5% 384 7,55% 0,2
CNA Financial
2018
CNA Financial
Illinois
US$ 429 mi -US$ 505 mil -0,1% 0,22% 48,6% 196 8,16% 1,3
JMG Financial Group
2019
JMG Financial Group
Illinois
US$ 428 mi +US$ 45 mi +12% 2,02% 58,7% 57 1,75% 1,6
HC
2020
Hawkins Capital
Texas
US$ 428 mi -US$ 220 mi -34% 6,45% 8,54% 17 11,76% 1,6
Old Mission Capital
2021
Old Mission Capital
Illinois
US$ 427 mi -US$ 150 mi -26% 3,41% 55,3% 299 63,21% 0,1
Speece Thorson Capital Group
2022
Speece Thorson Capital Group
Minnesota
US$ 426 mi +US$ 15,3 mi +4% 1,57% 34,2% 41 4,88% 1,6
TD Capital Management
2023
TD Capital Management
Tennessee
US$ 426 mi -US$ 10,8 mi -2% 2,17% 40,5% 165 8,48% 1,5
Lebenthal Holdings
2024
Lebenthal Holdings
New York
US$ 425 mi +US$ 199 mi +88% 3,36% – 346 53,47% 0,1
CapWealth Advisors
2025
CapWealth Advisors
Tennessee
US$ 425 mi -US$ 615 mil -0,1% 1,66% 152% 330 72,73% 0,4