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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
Summit Creek Advisors
2001
Summit Creek Advisors
Minnesota
US$ 550 mi +US$ 17,3 mi +3% 6,38% 68,8% 59 11,86% 2,3
Annex Advisory Services
2002
Annex Advisory Services
Wisconsin
US$ 550 mi +US$ 20,8 mi +4% 0,19% 85,8% 140 20,71% 2,5
AB
2003
Atlas Brown
Kentucky
US$ 550 mi -US$ 10,5 mi -2% 4,69% 115% 147 6,8% 3,3
Griffin Asset Management
2004
Griffin Asset Management
New York
US$ 549 mi -US$ 12,5 mi -2% 3,04% 88,9% 214 6,54% 2
Elephas Investment Management
2005
Elephas Investment Management
Hong Kong
US$ 549 mi +US$ 171 mi +45% 1,41% 422% 29 68,97% 0,1
Alpha Wave Global
2006
Alpha Wave Global
New York
US$ 547 mi +US$ 111 mi +25% 9,6% 226% 26 46,15% 1
McDaniel Terry & Co
2007
McDaniel Terry & Co
Texas
US$ 547 mi -US$ 18,1 mi -3% 2,28% 57,9% 63 4,76% 3,4
SC
2008
Serenity Capital
California
US$ 547 mi +US$ 155 mi +40% 10,4% – 8 25% 0,5
SeaCrest Wealth Management
2009
SeaCrest Wealth Management
New York
US$ 545 mi -US$ 1,65 mi -0,3% 0,85% 153% 2.379 7,9% 0,2
Granite Investment Advisors
2010
Granite Investment Advisors
New Hampshire
US$ 545 mi -US$ 23,3 mi -4% 2,19% 55,6% 192 18,23% 2,1
OIM
2011
Opus Investment Management
Massachusetts
US$ 545 mi -US$ 16,6 mi -3% 3,8% 52,8% 96 9,38% 3
CPP
2012
Crow Point Partners
Massachusetts
US$ 544 mi -US$ 91,1 mi -14% 1,36% 56,9% 338 45,86% 0,8
Dorsey & Whitney Trust
2013
Dorsey & Whitney Trust
South Dakota
US$ 544 mi +US$ 1,65 mi +0,3% 2,17% 86% 400 17,5% 2,4
Barton Investment Management
2014
Barton Investment Management
Pennsylvania
US$ 542 mi +US$ 86,7 mi +19% 27,3% 80,3% 41 2,44% 4
Corient Capital Partners
2015
Corient Capital Partners
California
US$ 542 mi -US$ 45,6 mi -8% 2,08% 39,2% 291 18,21% 1,3
Guardian Life Insurance
2016
Guardian Life Insurance
New York
US$ 542 mi +US$ 84,6 mi +19% 0,16% – 529 1,51% 4
Harvey Investment Company
2017
Harvey Investment Company
Kentucky
US$ 542 mi -US$ 7,98 mi -1% 0,01% 56,4% 89 8,99% 3,7
Jacobs & Co
2018
Jacobs & Co
California
US$ 541 mi -US$ 11,9 mi -2% 0,8% 105% 126 7,14% 4
Jag Capital Management
2019
Jag Capital Management
Missouri
US$ 541 mi +US$ 7,87 mi +1% 10,2% 230% 110 23,64% 2,5
Basso Capital Management
2020
Basso Capital Management
Connecticut
US$ 541 mi -US$ 71,6 mi -12% 0,77% 85,5% 212 32,55% 0,5
IBM Retirement Fund
2021
IBM Retirement Fund
New York
US$ 541 mi -US$ 49,4 mi -8% 0% 54,4% 528 28,6% 2,8
Advisor Partners
2022
Advisor Partners
California
US$ 540 mi -US$ 19,5 mi -3% 0,35% 63,8% 614 16,61% 2,2
Jacobs Asset Management
2023
Jacobs Asset Management
New York
US$ 540 mi +US$ 11,6 mi +2% 2,06% 114% 55 23,64% 1,9
Estate Counselors
2024
Estate Counselors
Wisconsin
US$ 539 mi +US$ 38,7 mi +8% 1,03% 60% 76 28,95% 1,9
Corsair Capital Management
2025
Corsair Capital Management
New York
US$ 539 mi -US$ 21,5 mi -4% 1,99% 435% 61 8,2% 2