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