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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
First Business Financial Services
Madison,
Wisconsin
| US$ 487 mi | +US$ 12,9 mi | +3% | 2,39% | 74% | 86 | 23,26% | 1,6 |
|
| 2002 |
2002
Halsey Associates
New Haven,
Connecticut
| US$ 487 mi | +US$ 15,1 mi | +3% | 4,71% | 63,8% | 101 | 10,89% | 3,2 |
|
| 2003 |
2003
PM Capital
Sydney,
Australia
| US$ 487 mi | -US$ 22,1 mi | -4% | 5,5% | 105% | 28 | 3,57% | 2,1 |
|
| 2004 |
2004
Strategy Asset Managers
Pasadena,
California
| US$ 486 mi | +US$ 25,7 mi | +6% | 3,14% | 115% | 127 | 7,09% | 2,4 |
|
| 2005 |
JC
2005
Joho Capital
New York
| US$ 486 mi | -US$ 37,2 mi | -7% | 13% | 80,2% | 9 | 44,44% | 1,4 |
|
| 2006 |
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 486 mi | +US$ 9,07 mi | +2% | 8,78% | 68,8% | 55 | 9,09% | 2,2 |
|
| 2007 |
2007
Dudley & Shanley
Palm Beach,
Florida
| US$ 485 mi | +US$ 5,48 mi | +1% | 1,82% | 67,9% | 32 | 15,63% | 2,4 |
|
| 2008 |
2008
Rubric Capital Management (New York)
New York
| US$ 485 mi | +US$ 142 mi | +41% | 1,05% | 251% | 64 | 67,19% | 0,2 |
|
| 2009 |
2009
GenTrust
Miami,
Florida
| US$ 485 mi | +US$ 51,7 mi | +12% | 1,67% | 53% | 87 | 21,84% | 0,4 |
|
| 2010 |
2010
American Assets Investment Management
San Diego,
California
| US$ 484 mi | -US$ 6,98 mi | -1% | 0,82% | 507% | 157 | 6,37% | 2,4 |
|
| 2011 |
2011
First Interstate Bank
Billings,
Montana
| US$ 483 mi | -US$ 1,08 mi | -0,2% | 1,64% | 48,2% | 733 | 13,23% | 1,6 |
|
| 2012 |
2012
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 483 mi | +US$ 19,3 mi | +4% | 8,82% | 117% | 77 | 23,38% | 2,1 |
|
| 2013 |
2013
SFMG Wealth Advisors
Plano,
Texas
| US$ 482 mi | -US$ 11,7 mi | -2% | 2,33% | 76,1% | 126 | 11,9% | 2,1 |
|
| 2014 |
2014
Lido Advisors
Los Angeles,
California
| US$ 481 mi | +US$ 120 mi | +33% | 1,71% | 75% | 289 | 23,88% | 0,6 |
|
| 2015 |
JMH
2015
J.M. Hartwell
New York
| US$ 481 mi | +US$ 22,1 mi | +5% | 5,43% | 72,2% | 92 | 16,3% | 2,6 |
|
| 2016 |
GTC
2016
Ghost Tree Capital
New York
| US$ 481 mi | -US$ 55,4 mi | -10% | 8,55% | 265% | 92 | 58,7% | 0,4 |
|
| 2017 |
CHA
2017
Cedar Hill Associates
Chicago,
Illinois
| US$ 481 mi | +US$ 942 mil | +0,2% | 2,27% | 21% | 82 | 13,41% | 2,7 |
|
| 2018 |
2018
Boothbay Fund Management
New York
| US$ 481 mi | -US$ 55,6 mi | -10% | 3,44% | 328% | 998 | 64,13% | 0,4 |
|
| 2019 |
2019
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 480 mi | +US$ 27 mi | +6% | 5% | 69,1% | 50 | 14% | 2,6 |
|
| 2020 |
2020
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 479 mi | +US$ 6,5 mi | +1% | 1,25% | 34,2% | 39 | 5,13% | 3,4 |
|
| 2021 |
FPCM
2021
Financial Partners Capital Management
New York
| US$ 479 mi | +US$ 23 mi | +5% | 2,67% | 34,2% | 121 | 14,05% | 2,5 |
|
| 2022 |
2022
Goodnow Investment Group
Darien,
Connecticut
| US$ 478 mi | +US$ 42,2 mi | +10% | 14,4% | 131% | 26 | 26,92% | 2,1 |
|
| 2023 |
PGCM
2023
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 477 mi | +US$ 19,2 mi | +4% | 4,82% | 148% | 188 | 23,94% | 1,8 |
|
| 2024 |
2024
Kopernik Global Investors
Tampa,
Florida
| US$ 476 mi | +US$ 34,5 mi | +8% | 5,55% | 128% | 28 | 21,43% | 1,9 |
|
| 2025 |
2025
Decatur Capital Management
Decatur,
Georgia
| US$ 476 mi | -US$ 38,1 mi | -7% | 7,74% | 135% | 97 | 64,95% | 1 |
|