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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
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 471 mi | – | – | 5,14% | 58,6% | 84 | – | 0 |
|
| 2002 |
2002
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 471 mi | +US$ 52,6 mi | +13% | 4,23% | 42,8% | 27 | 25,93% | 2,1 |
|
| 2003 |
2003
XL Group Investments
Hamilton,
Bermuda
| US$ 471 mi | +US$ 34,7 mi | +8% | 4,15% | – | 29 | 13,79% | 0,2 |
|
| 2004 |
2004
Perigon Wealth Management
San Francisco,
California
| US$ 471 mi | +US$ 13,2 mi | +3% | 6,55% | 104% | 757 | 25,89% | 1 |
|
| 2005 |
2005
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 471 mi | +US$ 90,7 mi | +24% | 6,63% | 207% | 119 | 22,69% | 2,5 |
|
| 2006 |
2006
InterWest Venture Management
San Francisco,
California
| US$ 470 mi | +US$ 51 mi | +12% | 15,9% | 57,6% | 14 | 14,29% | 0,3 |
|
| 2007 |
2007
G.F.W. Energy X
Dallas,
Texas
| US$ 470 mi | +US$ 145 mi | +44% | 11,3% | 71,3% | 4 | 50% | 0,2 |
|
| 2008 |
2008
Jacobs Asset Management
New York
| US$ 469 mi | -US$ 3,9 mi | -0,8% | 0,57% | 114% | 58 | 29,31% | 1,6 |
|
| 2009 |
3C
2009
361 Capital
Denver,
Colorado
| US$ 467 mi | +US$ 46,3 mi | +11% | 8,63% | 118% | 212 | 66,98% | 0,1 |
|
| 2010 |
OH
2010
Overlook Holdings
Tortola,
British Virgin Islands
| US$ 466 mi | +US$ 63,9 mi | +16% | 23,3% | – | 2 | 0% | 2,3 |
|
| 2011 |
AR
2011
Argyll Research
Wilmington,
Delaware
| US$ 465 mi | +US$ 2,35 mi | +0,5% | 2,23% | 0,8% | 5 | 0% | 2,4 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| US$ 465 mi | +US$ 15,7 mi | +3% | 6,24% | 58,2% | 187 | 9,09% | 2,6 |
|
| 2013 |
2013
JHL Capital Group
Chicago,
Illinois
| US$ 464 mi | -US$ 825 mi | -64% | 15,1% | – | 20 | 60% | 0,8 |
|
| 2014 |
2014
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$ 464 mi | +US$ 42,7 mi | +10% | 6,36% | 57,2% | 73 | 8,22% | 2,3 |
|
| 2015 |
2015
Vicus Capital
State College,
Pennsylvania
| US$ 463 mi | +US$ 14,7 mi | +3% | 3,68% | 59,6% | 245 | 15,92% | 1,8 |
|
| 2016 |
2016
Washington Trust Bank
Spokane,
Washington
| US$ 463 mi | +US$ 19,7 mi | +4% | 5,53% | 80,5% | 1.098 | 42,44% | 2,2 |
|
| 2017 |
2017
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 463 mi | +US$ 12,8 mi | +3% | 8,81% | 117% | 83 | 26,51% | 2,1 |
|
| 2018 |
2018
TA Associates
Boston,
Massachusetts
| US$ 463 mi | -US$ 194 mi | -30% | 1,06% | – | 4 | 75% | 0,8 |
|
| 2019 |
2019
Windham Capital Management
Boston,
Massachusetts
| US$ 462 mi | +US$ 21,7 mi | +5% | 4,9% | 8,3% | 34 | 26,47% | 1,7 |
|
| 2020 |
2020
BBR Partners
New York
| US$ 462 mi | -US$ 117 mi | -20% | 5,85% | 63,4% | 87 | 31,03% | 1,7 |
|
| 2021 |
GWI
2021
Grace & White Inc
Ny,
New York
| US$ 462 mi | -US$ 2,82 mi | -0,6% | 2,91% | 61,5% | 142 | 4,23% | 3,2 |
|
| 2022 |
2022
De Burlo Group
Boston,
Massachusetts
| US$ 461 mi | +US$ 50 mi | +12% | 11,8% | 147% | 112 | 24,11% | 1,8 |
|
| 2023 |
2023
Strategy Asset Managers
Pasadena,
California
| US$ 461 mi | +US$ 3,48 mi | +0,8% | 6,15% | 115% | 124 | 2,42% | 2,3 |
|
| 2024 |
2024
Vestor Capital
Chicago,
Illinois
| US$ 460 mi | +US$ 83,9 mi | +22% | 5,26% | 188% | 162 | 46,3% | 1,5 |
|
| 2025 |
2025
Signet Financial Management
Parsippany,
New Jersey
| US$ 460 mi | +US$ 41,8 mi | +10% | 4,68% | 65,2% | 214 | 22,9% | 1,3 |
|