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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
Signet Financial Management
Parsippany,
New Jersey
| US$ 572 mi | +US$ 4,82 mi | +0,8% | 3,93% | 65,2% | 1.093 | 16,56% | 0,8 |
|
| 2002 |
CCMD
2002
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$ 571 mi | +US$ 46,2 mi | +9% | 8,55% | 25,6% | 158 | 10,13% | 2 |
|
| 2003 |
2003
Tokio Marine Asset Management
Tokyo,
Japan
| US$ 570 mi | +US$ 23,7 mi | +4% | 8,51% | 129% | 257 | 28,4% | 3,1 |
|
| 2004 |
2004
Granite Investment Advisors
Concord,
New Hampshire
| US$ 570 mi | +US$ 20,8 mi | +4% | 7,46% | 55,6% | 169 | 8,28% | 2,6 |
|
| 2005 |
2005
Jay A. Fishman Ltd
Troy,
Michigan
| US$ 569 mi | +US$ 34,6 mi | +6% | 9,25% | 105% | 89 | 5,62% | 3,7 |
|
| 2006 |
2006
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 568 mi | +US$ 144 mil | +0% | 5,62% | 36,9% | 233 | 21,46% | 2,1 |
|
| 2007 |
2007
Baystate Wealth Management
Boston,
Massachusetts
| US$ 566 mi | -US$ 108 mi | -16% | 3,92% | 14,6% | 719 | 8,76% | 1,5 |
|
| 2008 |
SFM
2008
Signature Financial Management
Norfolk,
Virginia
| US$ 566 mi | +US$ 93,1 mi | +20% | 5,37% | 20,8% | 172 | 10,47% | 2,5 |
|
| 2009 |
2009
Silver Rock Financial
Los Angeles,
California
| US$ 565 mi | +US$ 110 mi | +24% | 4,26% | 2,58% | 34 | 17,65% | 1,1 |
|
| 2010 |
2010
Venturi Wealth Management
Austin,
Texas
| US$ 565 mi | +US$ 28,6 mi | +5% | 6,69% | 101% | 176 | 11,36% | 1,5 |
|
| 2011 |
2011
Empirical Wealth Management
Seattle,
Washington
| US$ 564 mi | +US$ 30,1 mi | +6% | 2,03% | 78,8% | 225 | 22,67% | 2,1 |
|
| 2012 |
2012
Raging Capital Management
Rocky Hill,
New Jersey
| US$ 564 mi | -US$ 102 mi | -15% | 4,07% | 6,41% | 31 | 32,26% | 1,3 |
|
| 2013 |
2013
Girard Partners
King Of Prussia,
Pennsylvania
| US$ 564 mi | +US$ 34,2 mi | +6% | 7,68% | 25,7% | 982 | 73,22% | 0,7 |
|
| 2014 |
2014
Brouwer & Janachowski
Mill Valley,
California
| US$ 563 mi | +US$ 41,6 mi | +8% | 4,34% | 41,8% | 53 | 9,43% | 2,8 |
|
| 2015 |
2015
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 563 mi | +US$ 37,4 mi | +7% | 8,21% | 66,7% | 155 | 5,81% | 3,9 |
|
| 2016 |
LCM
2016
Lonestar Capital Management
San Francisco,
California
| US$ 563 mi | +US$ 261 mi | +86% | 1,34% | 260% | 23 | 26,09% | 0,9 |
|
| 2017 |
2017
Halsey Associates
New Haven,
Connecticut
| US$ 562 mi | +US$ 47,4 mi | +9% | 9,21% | 63,8% | 97 | 9,28% | 3,9 |
|
| 2018 |
2018
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$ 562 mi | +US$ 25,8 mi | +5% | 5,6% | 68,6% | 158 | 8,23% | 3 |
|
| 2019 |
2019
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 562 mi | +US$ 40,9 mi | +8% | 7,94% | – | 356 | 12,36% | 2,4 |
|
| 2020 |
2020
Thompson Investment Management
Madison,
Wisconsin
| US$ 561 mi | +US$ 13,1 mi | +2% | 4,35% | 100% | 186 | 9,14% | 3,7 |
|
| 2021 |
2021
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 560 mi | +US$ 31,3 mi | +6% | 8,27% | 80,1% | 163 | 6,13% | 3,4 |
|
| 2022 |
PCM
2022
Prime Capital Management
Hong Kong
| US$ 559 mi | -US$ 45,3 mi | -7% | 6,48% | 579% | 4 | 0% | 2,4 |
|
| 2023 |
2023
Investure LLC
Charlottesville,
Virginia
| US$ 559 mi | -US$ 288 mi | -34% | 2,15% | 55,4% | 15 | 0% | 2,2 |
|
| 2024 |
2024
Atika Capital Management
New York
| US$ 558 mi | +US$ 37,6 mi | +7% | 23,5% | 811% | 112 | 45,54% | 0,7 |
|
| 2025 |
2025
Savant Capital
Rockford,
Illinois
| US$ 557 mi | +US$ 88,7 mi | +19% | 5,43% | 61,2% | 308 | 8,77% | 3,3 |
|