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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
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 444 mi | +US$ 19,3 mi | +5% | 1,75% | 66,7% | 150 | 6,67% | 2,6 |
|
| 2002 |
2002
Washington Trust Bank
Spokane,
Washington
| US$ 444 mi | +US$ 27,9 mi | +7% | 6,1% | 80,5% | 1.177 | 16,06% | 1,5 |
|
| 2003 |
2003
CPWM LLC
Seattle,
Washington
| US$ 443 mi | -US$ 10,9 mi | -2% | 3,34% | 36,6% | 296 | 20,95% | 2 |
|
| 2004 |
2004
3EDGE Asset Management
Naples,
Florida
| US$ 443 mi | – | – | 2,14% | 44,1% | 21 | – | 0 |
|
| 2005 |
2005
Middleton & Co
Boston,
Massachusetts
| US$ 443 mi | -US$ 3,28 mi | -0,7% | 2,22% | 69,7% | 161 | 6,83% | 2,6 |
|
| 2006 |
PFMOSF
2006
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 443 mi | -US$ 9,7 mi | -2% | 26,7% | 209% | 48 | 70,83% | 0,6 |
|
| 2007 |
2007
Western Asset Management Company
Pasadena,
California
| US$ 442 mi | -US$ 90,2 mi | -17% | 0,69% | 2,29% | 28 | 14,29% | 1,1 |
|
| 2008 |
2008
Crescent Park Management
East Palo Alto,
California
| US$ 442 mi | -US$ 130 mi | -23% | 5,94% | 87% | 31 | 38,71% | 0,8 |
|
| 2009 |
2009
Windham Capital Management
Boston,
Massachusetts
| US$ 441 mi | -US$ 10,9 mi | -2% | 1,59% | 8,3% | 31 | 25,81% | 1,6 |
|
| 2010 |
2010
L & S Advisors
Los Angeles,
California
| US$ 441 mi | +US$ 78,7 mi | +22% | 8,6% | 231% | 193 | 49,74% | 0,5 |
|
| 2011 |
NAP
2011
New Amsterdam Partners
New York
| US$ 440 mi | +US$ 4,85 mi | +1% | 11,2% | 73,9% | 142 | 32,39% | 1 |
|
| 2012 |
2012
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 439 mi | +US$ 2,48 mi | +0,6% | 3,47% | 86% | 316 | 12,66% | 2,2 |
|
| 2013 |
2013
Boothbay Fund Management
New York
| US$ 439 mi | -US$ 21,9 mi | -5% | 3,67% | 328% | 1.083 | 68,05% | 0,3 |
|
| 2014 |
2014
Essex Woodlands Management
The Woodlands,
Texas
| US$ 438 mi | -US$ 42,1 mi | -9% | 5,81% | 55% | 10 | 0% | 2,4 |
|
| 2015 |
2015
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 438 mi | +US$ 49,5 mi | +13% | 3,17% | 70,9% | 179 | 33,52% | 1,3 |
|
| 2016 |
PCM
2016
Piermont Capital Management
St. Louis,
Missouri
| US$ 438 mi | +US$ 15,2 mi | +4% | 11,4% | 33,2% | 292 | 32,19% | 0,7 |
|
| 2017 |
2017
Fidelity National Financial
Jacksonville,
Florida
| US$ 438 mi | +US$ 5,49 mi | +1% | 4,74% | 2,54% | 25 | 16% | 1,8 |
|
| 2018 |
2018
XL Group Investments
Hamilton,
Bermuda
| US$ 437 mi | – | – | 1,41% | – | 26 | – | 0 |
|
| 2019 |
2019
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 437 mi | +US$ 5,48 mi | +1% | 1,22% | 80,1% | 158 | 10,13% | 2,6 |
|
| 2020 |
2020
Connable Office Inc
Kalamazoo,
Michigan
| US$ 436 mi | +US$ 16,2 mi | +4% | 4,58% | 68,3% | 224 | 12,95% | 1,9 |
|
| 2021 |
2021
Partners Capital Investment Group
Boston,
Massachusetts
| US$ 435 mi | +US$ 27,3 mi | +7% | 1,85% | 47,5% | 81 | 16,05% | 0,8 |
|
| 2022 |
2022
SeaTown Holdings
Singapore
| US$ 435 mi | -US$ 93,5 mi | -18% | 1,08% | 220% | 55 | 78,18% | 0,2 |
|
| 2023 |
2023
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 434 mi | +US$ 197 mi | +83% | 0,15% | 65,6% | 86 | 26,74% | 0,7 |
|
| 2024 |
2024
Simplicity Solutions
Minneapolis,
Minnesota
| US$ 433 mi | +US$ 228 mi | +111% | 0,78% | 37,1% | 372 | 42,2% | 0,6 |
|
| 2025 |
2025
Brandywine Managers
Hockessin,
Delaware
| US$ 433 mi | -US$ 14 mi | -3% | 5,42% | 96,3% | 21 | 85,71% | 0,3 |
|