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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
Parus Finance (UK)
London,
United Kingdom
| US$ 553 mi | -US$ 17 mi | -3% | 5,52% | 199% | 18 | 11,11% | 2 |
|
| 2002 |
2002
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 552 mi | -US$ 24,9 bi | -98% | 4,47% | 28,3% | 3.198 | 99,87% | 0,7 |
|
| 2003 |
2003
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 552 mi | +US$ 22,9 mi | +4% | 3,56% | 42,8% | 26 | 7,69% | 2,3 |
|
| 2004 |
2004
Highland Associates
Birmingham,
Alabama
| US$ 551 mi | – | – | 3,87% | – | 2 | – | 0 |
|
| 2005 |
HAM
2005
Hillcrest Asset Management
Plano,
Texas
| US$ 551 mi | -US$ 1,01 mi | -0,2% | 0,06% | 97,2% | 64 | 17,19% | 1,4 |
|
| 2006 |
2006
Ensemble Capital Management
San Francisco,
California
| US$ 550 mi | +US$ 73,3 mi | +15% | 8,33% | 36,2% | 40 | 25% | 2,7 |
|
| 2007 |
2007
Howe & Rusling
Rochester,
New York
| US$ 550 mi | +US$ 9,6 mi | +2% | 6,78% | 82% | 927 | 14,13% | 2,6 |
|
| 2008 |
2008
Harvey Investment Company
Louisville,
Kentucky
| US$ 550 mi | +US$ 43,1 mi | +9% | 8,16% | 56,4% | 87 | 8,05% | 3,5 |
|
| 2009 |
MCTIC
2009
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 550 mi | +US$ 40,6 mi | +8% | 7,4% | 38,8% | 98 | 5,1% | 3,3 |
|
| 2010 |
2010
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 549 mi | +US$ 2,68 mi | +0,5% | 7,65% | 48,1% | 47 | 14,89% | 2,5 |
|
| 2011 |
2011
Cortland Associates
St Louis,
Missouri
| US$ 549 mi | +US$ 12,7 mi | +2% | 5,41% | 57,1% | 55 | 18,18% | 2,7 |
|
| 2012 |
2012
Seminole Management
New York
| US$ 549 mi | +US$ 82,3 mi | +18% | 7,45% | 95,4% | 34 | 58,82% | 0,8 |
|
| 2013 |
AAM
2013
Autus Asset Management
Scottsdale,
Arizona
| US$ 548 mi | +US$ 27,8 mi | +5% | 6,12% | 26,3% | 155 | 7,74% | 3,3 |
|
| 2014 |
2014
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 548 mi | +US$ 13 mi | +2% | 6,6% | 102% | 201 | 10,95% | 2,8 |
|
| 2015 |
2015
Boxer Capital
San Diego,
California
| US$ 547 mi | +US$ 108 mi | +25% | 14,5% | 262% | 36 | 44,44% | 0,9 |
|
| 2016 |
2016
SeaCrest Wealth Management
Purchase,
New York
| US$ 547 mi | – | – | 4,91% | 153% | 2.284 | – | 0 |
|
| 2017 |
2017
Goodnow Investment Group
Darien,
Connecticut
| US$ 546 mi | +US$ 61 mi | +13% | 12,3% | 131% | 26 | 11,54% | 2,2 |
|
| 2018 |
2018
First Business Financial Services
Madison,
Wisconsin
| US$ 545 mi | +US$ 42,5 mi | +8% | 4,59% | 74% | 88 | 20,45% | 1,9 |
|
| 2019 |
2019
Cetera Investment Advisers
Schaumburg,
Illinois
| US$ 545 mi | +US$ 93 mi | +21% | 4,83% | 73,4% | 424 | 11,32% | 1,3 |
|
| 2020 |
2020
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 544 mi | +US$ 18,9 mi | +4% | 5,47% | 123% | 160 | 15,63% | 2,4 |
|
| 2021 |
2021
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$ 543 mi | +US$ 394 mi | +264% | 6,56% | 6,16% | 3 | 66,67% | 0,3 |
|
| 2022 |
2022
Winslow Asset Management
Beachwood,
Ohio
| US$ 543 mi | +US$ 27 mi | +5% | 7,53% | 89,9% | 96 | 4,17% | 3,7 |
|
| 2023 |
2023
Graticule Asia Macro Advisors
New York
| US$ 543 mi | -US$ 1,64 bi | -75% | 7,35% | – | 104 | 75% | 0,4 |
|
| 2024 |
2024
Finepoint Capital
Boston,
Massachusetts
| US$ 543 mi | +US$ 93,9 mi | +21% | 7,84% | 27,4% | 11 | 27,27% | 1,6 |
|
| 2025 |
2025
Transform Wealth
Greenwood Village,
Colorado
| US$ 543 mi | +US$ 256 mi | +89% | 7,54% | 48,4% | 259 | 22,78% | 0,5 |
|