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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
Arrow Investment Advisors
Laurel,
Maryland
| US$ 427 mi | -US$ 33,4 mi | -7% | 3,53% | 36,3% | 84 | 29,76% | 1,3 |
|
| 2002 |
NM
2002
Newtyn Management
New York
| US$ 427 mi | -US$ 92,7 mi | -18% | 8,66% | 52% | 23 | 52,17% | 0,6 |
|
| 2003 |
2003
Alambic Investment Management
Belvedere,
California
| US$ 425 mi | +US$ 26,4 mi | +7% | 11,2% | 47,6% | 606 | 29,21% | 0,5 |
|
| 2004 |
2004
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 425 mi | +US$ 12,8 mi | +3% | 3,17% | 66,7% | 147 | 9,52% | 2,4 |
|
| 2005 |
2005
Signet Financial Management
Parsippany,
New Jersey
| US$ 425 mi | -US$ 6,95 mi | -2% | 3,02% | 65,2% | 187 | 14,97% | 1,2 |
|
| 2006 |
2006
Tairen Capital
Hong Kong
| US$ 424 mi | -US$ 43 mi | -9% | 17,2% | 462% | 45 | 62,22% | 0,3 |
|
| 2007 |
2007
Elm Ridge Management
Briarcliff Manor,
New York
| US$ 424 mi | +US$ 8,77 mi | +2% | 9,43% | 93,6% | 34 | 17,65% | 1,5 |
|
| 2008 |
2008
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 424 mi | -US$ 4,24 mi | -1% | 4,52% | 76,6% | 205 | 15,61% | 1,5 |
|
| 2009 |
2009
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 424 mi | +US$ 28,6 mi | +7% | 5,61% | 207% | 146 | 39,04% | 2 |
|
| 2010 |
TM
2010
Tiger Management
New York
| US$ 423 mi | +US$ 113 mi | +37% | 6,96% | – | 37 | 16,22% | 1,1 |
|
| 2011 |
PCM
2011
Piermont Capital Management
St. Louis,
Missouri
| US$ 422 mi | +US$ 36 mi | +9% | 7,52% | 33,2% | 310 | 44,84% | 0,6 |
|
| 2012 |
2012
MCF Advisors
Covington,
Kentucky
| US$ 422 mi | +US$ 13,9 mi | +3% | 3,59% | 50,2% | 577 | 24,78% | 2,1 |
|
| 2013 |
2013
Chemung Canal Trust
Elmira,
New York
| US$ 422 mi | +US$ 1,07 mi | +0,3% | 2,75% | 80,9% | 124 | 11,29% | 2,6 |
|
| 2014 |
2014
Goodnow Investment Group
Darien,
Connecticut
| US$ 422 mi | -US$ 7,27 mi | -2% | 7,85% | 131% | 27 | 22,22% | 2,2 |
|
| 2015 |
2015
Catawba Capital Management
Roanoke,
Virginia
| US$ 422 mi | +US$ 9,9 mi | +2% | 1,92% | 33,1% | 255 | 12,16% | 2,4 |
|
| 2016 |
2016
Essex Financial Services
Essex,
Connecticut
| US$ 420 mi | +US$ 6,9 mi | +2% | 2,22% | 87,7% | 329 | 14,59% | 2,4 |
|
| 2017 |
2017
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 419 mi | +US$ 16,4 mi | +4% | 9,91% | 70,6% | 361 | 66,2% | 0,3 |
|
| 2018 |
2018
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 419 mi | -US$ 9,3 mi | -2% | 6,35% | 67,7% | 117 | 29,91% | 1 |
|
| 2019 |
2019
Connable Office Inc
Kalamazoo,
Michigan
| US$ 419 mi | +US$ 61,1 mi | +17% | 5,96% | 68,3% | 221 | 24,89% | 1,7 |
|
| 2020 |
2020
Cypress Capital Group
Palm Beach,
Florida
| US$ 419 mi | -US$ 8,26 mi | -2% | 0,16% | 97,8% | 192 | 17,19% | 2,4 |
|
| 2021 |
2021
Bangor Savings Bank
Bangor,
Maine
| US$ 419 mi | +US$ 12,6 mi | +3% | 2,32% | 54,6% | 139 | 2,88% | 2,5 |
|
| 2022 |
2022
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$ 419 mi | -US$ 317 mi | -43% | 3,62% | 135% | 314 | 75,48% | 0,5 |
|
| 2023 |
2023
Emery Howard Portfolio Management
Burlingame,
California
| US$ 419 mi | +US$ 17,2 mi | +4% | 4,26% | 66,5% | 32 | 3,13% | 2,8 |
|
| 2024 |
TC
2024
TFS Capital
West Chester,
Pennsylvania
| US$ 418 mi | -US$ 126 mi | -23% | 11,3% | 53,8% | 1.247 | 66,08% | 0,5 |
|
| 2025 |
JMH
2025
J.M. Hartwell
New York
| US$ 418 mi | +US$ 25,5 mi | +6% | 6,82% | 72,2% | 83 | 10,84% | 2,3 |
|