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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
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 550 mi | +US$ 17,3 mi | +3% | 6,38% | 68,8% | 59 | 11,86% | 2,3 |
|
| 2002 |
2002
Annex Advisory Services
Brookfield,
Wisconsin
| US$ 550 mi | +US$ 20,8 mi | +4% | 0,19% | 85,8% | 140 | 20,71% | 2,5 |
|
| 2003 |
AB
2003
Atlas Brown
Louisville,
Kentucky
| US$ 550 mi | -US$ 10,5 mi | -2% | 4,69% | 115% | 147 | 6,8% | 3,3 |
|
| 2004 |
2004
Griffin Asset Management
New York
| US$ 549 mi | -US$ 12,5 mi | -2% | 3,04% | 88,9% | 214 | 6,54% | 2 |
|
| 2005 |
2005
Elephas Investment Management
Hong Kong
| US$ 549 mi | +US$ 171 mi | +45% | 1,41% | 422% | 29 | 68,97% | 0,1 |
|
| 2006 |
2006
Alpha Wave Global
New York
| US$ 547 mi | +US$ 111 mi | +25% | 9,6% | 226% | 26 | 46,15% | 1 |
|
| 2007 |
2007
McDaniel Terry & Co
Austin,
Texas
| US$ 547 mi | -US$ 18,1 mi | -3% | 2,28% | 57,9% | 63 | 4,76% | 3,4 |
|
| 2008 |
SC
2008
Serenity Capital
Palo Alto,
California
| US$ 547 mi | +US$ 155 mi | +40% | 10,4% | – | 8 | 25% | 0,5 |
|
| 2009 |
2009
SeaCrest Wealth Management
Purchase,
New York
| US$ 545 mi | -US$ 1,65 mi | -0,3% | 0,85% | 153% | 2.379 | 7,9% | 0,2 |
|
| 2010 |
2010
Granite Investment Advisors
Concord,
New Hampshire
| US$ 545 mi | -US$ 23,3 mi | -4% | 2,19% | 55,6% | 192 | 18,23% | 2,1 |
|
| 2011 |
OIM
2011
Opus Investment Management
Worcester,
Massachusetts
| US$ 545 mi | -US$ 16,6 mi | -3% | 3,8% | 52,8% | 96 | 9,38% | 3 |
|
| 2012 |
CPP
2012
Crow Point Partners
Boston,
Massachusetts
| US$ 544 mi | -US$ 91,1 mi | -14% | 1,36% | 56,9% | 338 | 45,86% | 0,8 |
|
| 2013 |
2013
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 544 mi | +US$ 1,65 mi | +0,3% | 2,17% | 86% | 400 | 17,5% | 2,4 |
|
| 2014 |
2014
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 542 mi | +US$ 86,7 mi | +19% | 27,3% | 80,3% | 41 | 2,44% | 4 |
|
| 2015 |
2015
Corient Capital Partners
Newport Beach,
California
| US$ 542 mi | -US$ 45,6 mi | -8% | 2,08% | 39,2% | 291 | 18,21% | 1,3 |
|
| 2016 |
2016
Guardian Life Insurance
New York
| US$ 542 mi | +US$ 84,6 mi | +19% | 0,16% | – | 529 | 1,51% | 4 |
|
| 2017 |
2017
Harvey Investment Company
Louisville,
Kentucky
| US$ 542 mi | -US$ 7,98 mi | -1% | 0,01% | 56,4% | 89 | 8,99% | 3,7 |
|
| 2018 |
2018
Jacobs & Co
San Francisco,
California
| US$ 541 mi | -US$ 11,9 mi | -2% | 0,8% | 105% | 126 | 7,14% | 4 |
|
| 2019 |
2019
Jag Capital Management
St Louis,
Missouri
| US$ 541 mi | +US$ 7,87 mi | +1% | 10,2% | 230% | 110 | 23,64% | 2,5 |
|
| 2020 |
2020
Basso Capital Management
Stamford,
Connecticut
| US$ 541 mi | -US$ 71,6 mi | -12% | 0,77% | 85,5% | 212 | 32,55% | 0,5 |
|
| 2021 |
2021
IBM Retirement Fund
Armonk,
New York
| US$ 541 mi | -US$ 49,4 mi | -8% | 0% | 54,4% | 528 | 28,6% | 2,8 |
|
| 2022 |
2022
Advisor Partners
Walnut Creek,
California
| US$ 540 mi | -US$ 19,5 mi | -3% | 0,35% | 63,8% | 614 | 16,61% | 2,2 |
|
| 2023 |
2023
Jacobs Asset Management
New York
| US$ 540 mi | +US$ 11,6 mi | +2% | 2,06% | 114% | 55 | 23,64% | 1,9 |
|
| 2024 |
2024
Estate Counselors
Thiensville,
Wisconsin
| US$ 539 mi | +US$ 38,7 mi | +8% | 1,03% | 60% | 76 | 28,95% | 1,9 |
|
| 2025 |
2025
Corsair Capital Management
New York
| US$ 539 mi | -US$ 21,5 mi | -4% | 1,99% | 435% | 61 | 8,2% | 2 |
|