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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
L & S Advisors
Los Angeles,
California
| US$ 404 mi | +US$ 5,07 mi | +1% | 5,98% | 231% | 112 | 61,61% | 0,7 |
|
| 2002 |
2002
3I Investments
London Swie 5jd,
United Kingdom
| US$ 404 mi | -US$ 22,1 mi | -5% | 5,18% | 64,3% | 1 | 0% | 2,5 |
|
| 2003 |
2003
BVF Inc
San Francisco,
California
| US$ 404 mi | -US$ 183 mi | -31% | 18,7% | 592% | 33 | 12,12% | 1,4 |
|
| 2004 |
2004
Ferox Capital Management
London,
United Kingdom
| US$ 404 mi | +US$ 22,4 mi | +6% | 0% | 2,07% | 41 | 0% | 0,6 |
|
| 2005 |
TAM
2005
Telemark Asset Management
Boston,
Massachusetts
| US$ 404 mi | -US$ 23,1 mi | -5% | 1,67% | 329% | 41 | 58,54% | 0,6 |
|
| 2006 |
2006
Essex Financial Services
Essex,
Connecticut
| US$ 404 mi | -US$ 12,7 mi | -3% | 1,36% | 87,7% | 332 | 9,64% | 2,1 |
|
| 2007 |
FPCM
2007
Financial Partners Capital Management
New York
| US$ 403 mi | -US$ 16,8 mi | -4% | 0,84% | 34,2% | 124 | 19,35% | 1,9 |
|
| 2008 |
2008
Weiss Asset Management
Boston,
Massachusetts
| US$ 403 mi | +US$ 7,93 mi | +2% | 1,3% | 138% | 262 | 83,21% | 0,3 |
|
| 2009 |
PCM
2009
Perritt Capital Management
Chicago,
Illinois
| US$ 402 mi | -US$ 58,8 mi | -13% | 1,15% | 80,9% | 247 | 11,34% | 2 |
|
| 2010 |
SCM
2010
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$ 402 mi | -US$ 4,72 mi | -1% | 11,3% | 25,4% | 70 | 20% | 1,5 |
|
| 2011 |
2011
Bangor Savings Bank
Bangor,
Maine
| US$ 402 mi | +US$ 5,55 mi | +1% | 2,15% | 54,6% | 139 | 5,76% | 2,1 |
|
| 2012 |
2012
Maj Invest Holding A/S
Copenhagen K,
Denmark
| US$ 402 mi | +US$ 95,9 mi | +31% | 3,31% | 92,8% | 38 | 2,63% | 1,9 |
|
| 2013 |
2013
Rail-Splitter Capital Management
Chicago,
Illinois
| US$ 402 mi | -US$ 21,7 mi | -5% | 0,53% | 64,1% | 49 | 32,65% | 0,7 |
|
| 2014 |
2014
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 402 mi | -US$ 4,73 mi | -1% | 3,77% | 96,1% | 108 | 11,11% | 2,3 |
|
| 2015 |
2015
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 402 mi | -US$ 19 mi | -5% | 6,22% | 70,6% | 353 | 64,59% | 0,5 |
|
| 2016 |
2016
FundX Investment Group
San Francisco,
California
| US$ 402 mi | +US$ 97,8 mi | +32% | 2,96% | 94,6% | 35 | 71,43% | 0,3 |
|
| 2017 |
2017
Cardan Capital Partners
Denver,
Colorado
| US$ 401 mi | +US$ 167 mi | +71% | 3,69% | 64% | 115 | 43,48% | 0,2 |
|
| 2018 |
IAA
2018
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 401 mi | +US$ 26,5 mi | +7% | 0,83% | 49,3% | 210 | 35,71% | 1 |
|
| 2019 |
2019
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 399 mi | -US$ 43,1 mi | -10% | 0,06% | 123% | 175 | 13,71% | 1,5 |
|
| 2020 |
2020
William Harris Investors
Chicago,
Illinois
| US$ 399 mi | -US$ 17,4 mi | -4% | 1,79% | 3,28% | 97 | 8,25% | 1,8 |
|
| 2021 |
2021
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 399 mi | -US$ 2,11 mi | -0,5% | 1,56% | 106% | 168 | 10,12% | 1,8 |
|
| 2022 |
2022
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 399 mi | +US$ 20 mi | +5% | 4,98% | 86% | 275 | 15,64% | 1,9 |
|
| 2023 |
2023
Cypress Funds
Los Angeles,
California
| US$ 399 mi | +US$ 5,54 mi | +1% | 0,52% | 100% | 31 | 38,71% | 0,7 |
|
| 2024 |
TM
2024
Tiger Management
New York
| US$ 399 mi | -US$ 376 mi | -49% | 7,02% | – | 58 | 55,17% | 0,9 |
|
| 2025 |
2025
Vivo Capital
Palo Alto,
California
| US$ 399 mi | – | – | 14,5% | 7.491% | 24 | – | 0 |
|