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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
Tenor Capital Management
New York
| US$ 411 mi | +US$ 43,2 mi | +12% | 0,04% | 4,73% | 41 | 7,32% | 0,7 |
|
| 2002 |
2002
Tensile Capital Management
Larkspur,
California
| US$ 411 mi | +US$ 62,3 mi | +18% | 2,25% | 47,7% | 18 | 11,11% | 1,5 |
|
| 2003 |
2003
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 411 mi | -US$ 3,06 mi | -0,7% | 0,48% | 64,5% | 38 | 2,63% | 2 |
|
| 2004 |
2004
American Assets Investment Management
San Diego,
California
| US$ 411 mi | +US$ 43,2 mi | +12% | 3,34% | 507% | 132 | 15,15% | 2 |
|
| 2005 |
2005
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 411 mi | -US$ 134 mi | -25% | 0,02% | 4,8% | 32 | 6,25% | 0,8 |
|
| 2006 |
2006
Formula Growth
Montreal,
Quebec, Canada
| US$ 411 mi | -US$ 7,88 mi | -2% | 1,44% | 118% | 178 | 28,65% | 0,4 |
|
| 2007 |
2007
Caprock Group
Boise,
Idaho
| US$ 410 mi | -US$ 11,6 mi | -3% | 2,87% | – | 379 | 36,94% | 0,4 |
|
| 2008 |
2008
Ativo Capital Management
Chicago,
Illinois
| US$ 410 mi | +US$ 41,5 mi | +11% | 3,11% | 63,8% | 225 | 21,78% | 1,4 |
|
| 2009 |
2009
CapWealth Advisors
Franklin,
Tennessee
| US$ 409 mi | +US$ 16,1 mi | +4% | 2,76% | 152% | 346 | 16,47% | 1,5 |
|
| 2010 |
HSC
2010
Harbor Spring Capital
New York
| US$ 409 mi | +US$ 2,54 mi | +0,6% | 0,65% | – | 12 | 0% | 0,5 |
|
| 2011 |
2011
MCF Advisors
Covington,
Kentucky
| US$ 408 mi | +US$ 25,5 mi | +7% | 2,07% | 50,2% | 576 | 25,69% | 1,6 |
|
| 2012 |
2012
SG Capital Management
Chicago,
Illinois
| US$ 407 mi | +US$ 49,6 mi | +14% | 3,99% | 250% | 86 | 61,63% | 0,3 |
|
| 2013 |
2013
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 407 mi | -US$ 19,1 mi | -4% | 1,22% | 59,5% | 40 | 15% | 2,1 |
|
| 2014 |
2014
Bangor Savings Bank
Bangor,
Maine
| US$ 406 mi | +US$ 4,69 mi | +1% | 1,89% | 54,6% | 141 | 7,8% | 2,3 |
|
| 2015 |
2015
Cardan Capital Partners
Denver,
Colorado
| US$ 406 mi | +US$ 5,32 mi | +1% | 3,28% | 64% | 112 | 25,89% | 0,3 |
|
| 2016 |
2016
Davidson & Garrard
Lynchburg,
Virginia
| US$ 406 mi | +US$ 15,2 mi | +4% | 3,88% | 25,2% | 193 | 7,25% | 2,4 |
|
| 2017 |
2017
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 406 mi | +US$ 12,4 mi | +3% | 4,72% | 106% | 212 | 18,87% | 1,4 |
|
| 2018 |
2018
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 406 mi | +US$ 47,5 mi | +13% | 13,5% | 106% | 19 | 31,58% | 1,1 |
|
| 2019 |
2019
Electron Capital Partners
New York
| US$ 405 mi | +US$ 121 mi | +43% | 9% | 333% | 60 | 58,33% | 0,8 |
|
| 2020 |
2020
EastBay Asset Management
New York
| US$ 405 mi | +US$ 112 mi | +38% | 9,89% | 84,9% | 28 | 71,43% | 0,1 |
|
| 2021 |
2021
Hourglass Capital
Houston,
Texas
| US$ 404 mi | +US$ 12,4 mi | +3% | 0,44% | 89,6% | 111 | 8,11% | 2,2 |
|
| 2022 |
CA
2022
Cornerstone Advisors
Asheville,
North Carolina
| US$ 404 mi | -US$ 8,62 mi | -2% | 3,37% | 108% | 241 | 28,63% | 1,4 |
|
| 2023 |
2023
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 403 mi | +US$ 1,46 mi | +0,4% | 7,6% | 70,6% | 368 | 69,02% | 0,3 |
|
| 2024 |
2024
Bardin Hill Management Partners
New York
| US$ 403 mi | +US$ 61,2 mi | +18% | 12,9% | 214% | 42 | 78,57% | 0,2 |
|
| 2025 |
2025
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 402 mi | +US$ 80,2 mi | +25% | 24,9% | 38,5% | 388 | 36,6% | 1,2 |
|