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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 |
GPCM
2001
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 559 mi | +US$ 30,7 mi | +6% | 7,39% | 96,1% | 17 | 11,76% | 3,6 |
|
| 2002 |
2002
CapWealth Advisors
Franklin,
Tennessee
| US$ 558 mi | +US$ 41,1 mi | +8% | 2,56% | 152% | 111 | 10,81% | 3,3 |
|
| 2003 |
2003
First Business Financial Services
Madison,
Wisconsin
| US$ 558 mi | +US$ 19,8 mi | +4% | 1,58% | 74% | 89 | 11,24% | 1,9 |
|
| 2004 |
2004
Legato Capital Management
San Francisco,
California
| US$ 558 mi | -US$ 29,3 mi | -5% | 0,77% | 243% | 130 | 11,54% | 0,8 |
|
| 2005 |
2005
Merit Financial Group
Alpharetta,
Georgia
| US$ 558 mi | +US$ 49,2 mi | +10% | 1,56% | 67,3% | 122 | 17,21% | 0,4 |
|
| 2006 |
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 557 mi | +US$ 6,99 mi | +1% | 12,7% | 68,8% | 58 | 8,62% | 2,5 |
|
| 2007 |
2007
Newport Asia
San Francisco,
California
| US$ 557 mi | -US$ 89,9 mi | -14% | 2,79% | – | 6 | 16,67% | 3 |
|
| 2008 |
2008
Jacobs Asset Management
New York
| US$ 557 mi | +US$ 16,8 mi | +3% | 3,2% | 114% | 61 | 27,87% | 1,8 |
|
| 2009 |
2009
SeaCrest Wealth Management
Purchase,
New York
| US$ 555 mi | +US$ 9,8 mi | +2% | 3,58% | 153% | 2.389 | 8,87% | 0,5 |
|
| 2010 |
2010
Transform Wealth
Greenwood Village,
Colorado
| US$ 553 mi | +US$ 26,7 mi | +5% | 4,54% | 48,4% | 243 | 14,4% | 0,9 |
|
| 2011 |
JMH
2011
J.M. Hartwell
New York
| US$ 553 mi | +US$ 19,1 mi | +4% | 8,91% | 72,2% | 91 | 19,78% | 2,9 |
|
| 2012 |
2012
Howe & Rusling
Rochester,
New York
| US$ 552 mi | +US$ 77 mil | +0% | 1,49% | 82% | 1.017 | 25,66% | 2,5 |
|
| 2013 |
2013
Jacobs & Co
San Francisco,
California
| US$ 552 mi | +US$ 10,8 mi | +2% | 3,78% | 105% | 126 | 6,35% | 4 |
|
| 2014 |
2014
First Reserve GP XI
Stamford,
Connecticut
| US$ 552 mi | +US$ 107 mi | +24% | 24% | 26,4% | 1 | 0% | 4,5 |
|
| 2015 |
OIM
2015
Opus Investment Management
Worcester,
Massachusetts
| US$ 552 mi | +US$ 7,19 mi | +1% | 1,11% | 52,8% | 95 | 5,26% | 3,2 |
|
| 2016 |
2016
Griffin Asset Management
New York
| US$ 551 mi | +US$ 1,67 mi | +0,3% | 2,95% | 88,9% | 213 | 7,51% | 2,3 |
|
| 2017 |
2017
PM Capital
Sydney,
Australia
| US$ 551 mi | -US$ 3,69 mi | -0,7% | 2,02% | 105% | 25 | 4% | 2,7 |
|
| 2018 |
AH
2018
Allen Holding
New York
| US$ 551 mi | -US$ 3,42 mi | -0,6% | 0,42% | 135% | 10 | 0% | 3,7 |
|
| 2019 |
2019
Granite Investment Advisors
Concord,
New Hampshire
| US$ 549 mi | +US$ 3,96 mi | +0,7% | 1,48% | 55,6% | 175 | 9,14% | 2,4 |
|
| 2020 |
2020
Thompson Investment Management
Madison,
Wisconsin
| US$ 548 mi | +US$ 11,1 mi | +2% | 3,29% | 100% | 192 | 11,98% | 3,5 |
|
| 2021 |
2021
Tokio Marine Asset Management
Tokyo,
Japan
| US$ 546 mi | -US$ 21,2 mi | -4% | 6,95% | 129% | 278 | 28,42% | 3,1 |
|
| 2022 |
2022
Cadinha & Co
Honolulu,
Hawaii
| US$ 546 mi | +US$ 50,8 mi | +10% | 1,33% | 132% | 136 | 12,5% | 3,2 |
|
| 2023 |
2023
Peconic Partners
New York
| US$ 545 mi | +US$ 27,7 mi | +5% | 3,32% | 300% | 55 | 34,55% | 1,5 |
|
| 2024 |
2024
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| US$ 545 mi | +US$ 74,3 mi | +16% | 4,28% | 133% | 883 | 62,17% | 0,4 |
|
| 2025 |
MCTIC
2025
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 545 mi | +US$ 8,06 mi | +2% | 5,24% | 38,8% | 99 | 6,06% | 3,7 |
|