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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
Evergreen Capital Management
Bellevue,
Washington
| US$ 418 mi | +US$ 32,3 mi | +8% | 1,8% | 82,9% | 96 | 17,71% | 1,7 |
|
| 2002 |
2002
Evensky & Katz
Coral Gables,
Florida
| US$ 418 mi | +US$ 53,8 mi | +15% | 3,6% | 57,1% | 48 | 0% | 2,1 |
|
| 2003 |
2003
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 417 mi | +US$ 28,7 mi | +7% | 6,12% | 28,2% | 123 | 13,82% | 0,9 |
|
| 2004 |
2004
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$ 417 mi | +US$ 26,8 mi | +7% | 7,03% | – | 491 | 12,83% | 2 |
|
| 2005 |
DLG
2005
Daniel L. Goodwin
| US$ 417 mi | +US$ 45,9 mi | +12% | 12,5% | 72,6% | 123 | 15,45% | 1,6 |
|
| 2006 |
2006
Essex Financial Services
Essex,
Connecticut
| US$ 416 mi | +US$ 31,6 mi | +8% | 6,86% | 87,7% | 342 | 11,7% | 1,8 |
|
| 2007 |
2007
William Harris Investors
Chicago,
Illinois
| US$ 416 mi | +US$ 62,7 mi | +18% | 1,09% | 3,28% | 98 | 15,31% | 1,7 |
|
| 2008 |
TAM
2008
Taylor Asset Management
Toronto,
Ontario, Canada
| US$ 416 mi | -US$ 57,5 mi | -12% | 1,13% | 12,9% | 38 | 31,58% | 1 |
|
| 2009 |
GPCM
2009
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 415 mi | +US$ 40,3 mi | +11% | 8,88% | 96,1% | 17 | 5,88% | 2,2 |
|
| 2010 |
2010
Cypress Capital Group
Palm Beach,
Florida
| US$ 415 mi | +US$ 9,25 mi | +2% | 6,01% | 97,8% | 199 | 13,57% | 2,1 |
|
| 2011 |
2011
MIG Capital
Newport Beach,
California
| US$ 414 mi | -US$ 772 mil | -0,2% | 6,09% | 118% | 38 | 36,84% | 1 |
|
| 2012 |
2012
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$ 414 mi | +US$ 10,4 mi | +3% | 8,54% | 205% | 62 | 51,61% | 0,7 |
|
| 2013 |
2013
GHP Investment Advisors
Denver,
Colorado
| US$ 414 mi | +US$ 26,9 mi | +7% | 4,84% | 81,4% | 288 | 9,38% | 2,1 |
|
| 2014 |
2014
SeaTown Holdings
Singapore
| US$ 414 mi | -US$ 100 mi | -20% | 13,8% | 220% | 26 | 30,77% | 0,5 |
|
| 2015 |
2015
Community Bank
Dewitt,
New York
| US$ 413 mi | +US$ 26,8 mi | +7% | 4,2% | 73,5% | 478 | 23,01% | 0,7 |
|
| 2016 |
2016
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 413 mi | +US$ 65,7 mi | +19% | 3,95% | 64,5% | 41 | 21,95% | 1,5 |
|
| 2017 |
2017
Central Securities
New York
| US$ 413 mi | +US$ 32,2 mi | +8% | 6,95% | 90,2% | 33 | 9,09% | 1,7 |
|
| 2018 |
2018
Segantii Capital Management
Hong Kong
| US$ 413 mi | -US$ 24,3 mi | -6% | 3,73% | 33,1% | 137 | 89,78% | 0,3 |
|
| 2019 |
2019
CapWealth Advisors
Franklin,
Tennessee
| US$ 413 mi | +US$ 13,7 mi | +3% | 7,24% | 152% | 300 | 6,33% | 1,2 |
|
| 2020 |
NC
2020
Nokomis Capital
Dallas,
Texas
| US$ 411 mi | +US$ 62,1 mi | +18% | 0,97% | 145% | 54 | 35,19% | 1,1 |
|
| 2021 |
2021
Empirical Wealth Management
Seattle,
Washington
| US$ 411 mi | -US$ 12,6 mi | -3% | 0,62% | 78,8% | 118 | 16,95% | 1,9 |
|
| 2022 |
2022
Jay A. Fishman Ltd
Troy,
Michigan
| US$ 411 mi | -US$ 6,29 mi | -2% | 4,5% | 105% | 96 | 10,42% | 2 |
|
| 2023 |
2023
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 411 mi | +US$ 8,84 mi | +2% | 3,5% | 34,2% | 44 | 6,82% | 2,1 |
|
| 2024 |
AFS
2024
Aft Forsyth & Sober
Valrico,
Florida
| US$ 410 mi | +US$ 8,11 mi | +2% | 4,2% | 94,6% | 44 | 2,27% | 2,2 |
|
| 2025 |
2025
Condor Capital Management
Martinsville,
New Jersey
| US$ 409 mi | +US$ 26,3 mi | +7% | 5,09% | 58,2% | 202 | 14,36% | 1,9 |
|