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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
Kopernik Global Investors
Tampa,
Florida
| US$ 514 mi | +US$ 38,4 mi | +8% | 3,58% | 128% | 31 | 22,58% | 1,9 |
|
| 2002 |
2002
Great Point Partners
Greenwich,
Connecticut
| US$ 514 mi | -US$ 44,2 mi | -8% | 29% | 710% | 50 | 50% | 0,9 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| US$ 514 mi | -US$ 78,7 mi | -13% | 2,68% | 202% | 48 | 35,42% | 0,5 |
|
| 2004 |
2004
Sandhill Capital Partners
Buffalo,
New York
| US$ 513 mi | +US$ 40,1 mi | +8% | 6,52% | 64,9% | 71 | 15,49% | 2,6 |
|
| 2005 |
2005
McGowan Group Asset Management
Dallas,
Texas
| US$ 513 mi | +US$ 24 mi | +5% | 2,22% | 69,8% | 88 | 11,36% | 1,9 |
|
| 2006 |
2006
John G. Ullman & Associates
Corning,
New York
| US$ 513 mi | +US$ 8,91 mi | +2% | 4,74% | 156% | 121 | 15,7% | 2,7 |
|
| 2007 |
RP
2007
RBS Partners
Bay Harbor Islands,
Florida
| US$ 512 mi | -US$ 32 mi | -6% | 0,88% | 210% | 7 | 14,29% | 3,5 |
|
| 2008 |
2008
Northstar Investment Advisors
Denver,
Colorado
| US$ 512 mi | +US$ 17,1 mi | +3% | 2,99% | 85,8% | 133 | 20,3% | 2,5 |
|
| 2009 |
2009
Exane Asset Management
Paris,
France
| US$ 512 mi | +US$ 191 mi | +60% | 8,16% | 77,5% | 170 | 70,59% | 0,3 |
|
| 2010 |
2010
SFMG Wealth Advisors
Plano,
Texas
| US$ 512 mi | +US$ 29,4 mi | +6% | 2,94% | 76,1% | 134 | 14,93% | 2,1 |
|
| 2011 |
JMH
2011
J.M. Hartwell
New York
| US$ 511 mi | +US$ 29,7 mi | +6% | 6,03% | 72,2% | 89 | 12,36% | 2,6 |
|
| 2012 |
RI
2012
RPTC Inc
Jackson,
Wyoming
| US$ 511 mi | +US$ 102 mi | +25% | 12,6% | 66,4% | 17 | 82,35% | 0 |
|
| 2013 |
2013
Signet Financial Management
Parsippany,
New Jersey
| US$ 510 mi | +US$ 37 mi | +8% | 4,85% | 65,2% | 208 | 15,38% | 1,6 |
|
| 2014 |
2014
MCF Advisors
Covington,
Kentucky
| US$ 510 mi | +US$ 6,84 mi | +1% | 3,23% | 50,2% | 562 | 19,22% | 2,3 |
|
| 2015 |
2015
GCA Investment Management
New York
| US$ 510 mi | -US$ 13,9 mi | -3% | 6,84% | 27,3% | 41 | 24,39% | 1,1 |
|
| 2016 |
2016
Gillson Capital
Chicago,
Illinois
| US$ 510 mi | +US$ 74,6 mi | +17% | 4,79% | 84,9% | 53 | 60,38% | 0,3 |
|
| 2017 |
2017
Garde Capital
Seattle,
Washington
| US$ 510 mi | +US$ 107 mi | +27% | 3,79% | 57,6% | 171 | 23,39% | 1,6 |
|
| 2018 |
MCTIC
2018
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 509 mi | +US$ 16,5 mi | +3% | 4,25% | 38,8% | 96 | 2,08% | 3,2 |
|
| 2019 |
2019
Advisor Partners
Walnut Creek,
California
| US$ 509 mi | +US$ 83,5 mi | +20% | 4,63% | 63,8% | 512 | 13,09% | 2,1 |
|
| 2020 |
VCM
2020
V3 Capital Management
Dallas,
Texas
| US$ 509 mi | +US$ 101 mi | +25% | 3,38% | 20,5% | 18 | 50% | 0,8 |
|
| 2021 |
2021
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 508 mi | +US$ 22,2 mi | +5% | 7,5% | 68,8% | 59 | 16,95% | 2,2 |
|
| 2022 |
2022
Intrinsic Edge Capital Management
Chicago,
Illinois
| US$ 507 mi | +US$ 184 mi | +57% | 14,4% | 283% | 170 | 66,47% | 0,2 |
|
| 2023 |
2023
Halsey Associates
New Haven,
Connecticut
| US$ 507 mi | +US$ 20,3 mi | +4% | 4,65% | 63,8% | 97 | 10,31% | 3,4 |
|
| 2024 |
2024
Harvey Investment Company
Louisville,
Kentucky
| US$ 507 mi | +US$ 13,1 mi | +3% | 2,78% | 56,4% | 84 | 7,14% | 3,5 |
|
| 2025 |
2025
Sensato Investors
San Francisco,
California
| US$ 506 mi | +US$ 110 mi | +28% | 14,5% | 75,8% | 84 | 54,76% | 0,9 |
|