Estamos no ar no ! Saiba mais

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)
Evergreen Capital Management
2001
Evergreen Capital Management
Washington
US$ 418 mi +US$ 32,3 mi +8% 1,8% 82,9% 96 17,71% 1,7
Evensky & Katz
2002
Evensky & Katz
Florida
US$ 418 mi +US$ 53,8 mi +15% 3,6% 57,1% 48 0% 2,1
Eagle Ridge Investment Management
2003
Eagle Ridge Investment Management
Connecticut
US$ 417 mi +US$ 28,7 mi +7% 6,12% 28,2% 123 13,82% 0,9
Laird Norton Wetherby Wealth Management
2004
Laird Norton Wetherby Wealth Management
California
US$ 417 mi +US$ 26,8 mi +7% 7,03% – 491 12,83% 2
DLG
2005
Daniel L. Goodwin
US$ 417 mi +US$ 45,9 mi +12% 12,5% 72,6% 123 15,45% 1,6
Essex Financial Services
2006
Essex Financial Services
Connecticut
US$ 416 mi +US$ 31,6 mi +8% 6,86% 87,7% 342 11,7% 1,8
William Harris Investors
2007
William Harris Investors
Illinois
US$ 416 mi +US$ 62,7 mi +18% 1,09% 3,28% 98 15,31% 1,7
TAM
2008
Taylor Asset Management
Ontario, Canada
US$ 416 mi -US$ 57,5 mi -12% 1,13% 12,9% 38 31,58% 1
GPCM
2009
Greenbrier Partners Capital Management
Texas
US$ 415 mi +US$ 40,3 mi +11% 8,88% 96,1% 17 5,88% 2,2
Cypress Capital Group
2010
Cypress Capital Group
Florida
US$ 415 mi +US$ 9,25 mi +2% 6,01% 97,8% 199 13,57% 2,1
MIG Capital
2011
MIG Capital
California
US$ 414 mi -US$ 772 mil -0,2% 6,09% 118% 38 36,84% 1
Hellman Jordan Management Company
2012
Hellman Jordan Management Company
Massachusetts
US$ 414 mi +US$ 10,4 mi +3% 8,54% 205% 62 51,61% 0,7
GHP Investment Advisors
2013
GHP Investment Advisors
Colorado
US$ 414 mi +US$ 26,9 mi +7% 4,84% 81,4% 288 9,38% 2,1
SeaTown Holdings
2014
SeaTown Holdings
Singapore
US$ 414 mi -US$ 100 mi -20% 13,8% 220% 26 30,77% 0,5
Community Bank
2015
Community Bank
New York
US$ 413 mi +US$ 26,8 mi +7% 4,2% 73,5% 478 23,01% 0,7
Sageworth Trust
2016
Sageworth Trust
Pennsylvania
US$ 413 mi +US$ 65,7 mi +19% 3,95% 64,5% 41 21,95% 1,5
Central Securities
2017
Central Securities
New York
US$ 413 mi +US$ 32,2 mi +8% 6,95% 90,2% 33 9,09% 1,7
Segantii Capital Management
2018
Segantii Capital Management
Hong Kong
US$ 413 mi -US$ 24,3 mi -6% 3,73% 33,1% 137 89,78% 0,3
CapWealth Advisors
2019
CapWealth Advisors
Tennessee
US$ 413 mi +US$ 13,7 mi +3% 7,24% 152% 300 6,33% 1,2
NC
2020
Nokomis Capital
Texas
US$ 411 mi +US$ 62,1 mi +18% 0,97% 145% 54 35,19% 1,1
Empirical Wealth Management
2021
Empirical Wealth Management
Washington
US$ 411 mi -US$ 12,6 mi -3% 0,62% 78,8% 118 16,95% 1,9
Jay A. Fishman Ltd
2022
Jay A. Fishman Ltd
Michigan
US$ 411 mi -US$ 6,29 mi -2% 4,5% 105% 96 10,42% 2
Speece Thorson Capital Group
2023
Speece Thorson Capital Group
Minnesota
US$ 411 mi +US$ 8,84 mi +2% 3,5% 34,2% 44 6,82% 2,1
AFS
2024
Aft Forsyth & Sober
Florida
US$ 410 mi +US$ 8,11 mi +2% 4,2% 94,6% 44 2,27% 2,2
Condor Capital Management
2025
Condor Capital Management
New Jersey
US$ 409 mi +US$ 26,3 mi +7% 5,09% 58,2% 202 14,36% 1,9