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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)
One Capital Management
2001
One Capital Management
California
US$ 562 mi +US$ 69,4 mi +14% 10,6% 50,5% 178 10,67% 3,1
Marble Harbor Investment Counsel
2002
Marble Harbor Investment Counsel
Massachusetts
US$ 562 mi +US$ 61,3 mi +12% 13% 66,7% 147 6,12% 4,3
PAM
2003
Private Asset Management
California
US$ 562 mi +US$ 46,5 mi +9% 12,6% 38,2% 139 11,51% 3,9
Brouwer & Janachowski
2004
Brouwer & Janachowski
California
US$ 561 mi +US$ 29,1 mi +5% 8,46% 41,8% 50 4% 3,2
PM Capital
2005
PM Capital
Australia
US$ 561 mi +US$ 91,9 mi +20% 15,9% 105% 25 4% 2,8
Summit Creek Advisors
2006
Summit Creek Advisors
Minnesota
US$ 561 mi +US$ 66,6 mi +13% 20% 68,8% 64 23,44% 2,3
First Business Financial Services
2007
First Business Financial Services
Wisconsin
US$ 561 mi -US$ 26,8 mi -5% 11,8% 80,9% 157 35,03% 2,1
Vestmark Advisory Solutions
2008
Vestmark Advisory Solutions
Massachusetts
US$ 561 mi – – 12,7% 74,8% 523 – 0
JC
2009
JBF Capital
Colorado
US$ 561 mi +US$ 38,4 mi +7% 12,7% 93,6% 107 43,93% 1
Executive Wealth Management
2010
Executive Wealth Management
Michigan
US$ 560 mi -US$ 7,79 mi -1% 11,6% 18,4% 985 17,97% 0,2
FBP
2011
Flippin Bruce & Porter
Virginia
US$ 559 mi +US$ 50 mi +10% 10,2% 44,4% 78 2,56% 4,3
Woodstock Corp
2012
Woodstock Corp
Massachusetts
US$ 558 mi +US$ 59,8 mi +12% 14,4% 115% 168 5,95% 4,3
LM
2013
Lasry Marc
US$ 557 mi +US$ 49,1 mi +10% 10,7% 14,8% 9 0% 1,1
Silvant Capital Management
2014
Silvant Capital Management
Georgia
US$ 557 mi +US$ 56,4 mi +11% 17,1% 168% 350 10,29% 0,9
Resource Management
2015
Resource Management
Louisiana
US$ 556 mi +US$ 78,9 mi +17% 13% 82,7% 136 8,82% 1,1
L. Roy Papp & Associates
2016
L. Roy Papp & Associates
Arizona
US$ 556 mi +US$ 77,4 mi +16% 16,1% 80,1% 151 8,61% 3,7
AL
2017
Arnhold LLC
New York
US$ 556 mi +US$ 19 mi +4% 9,92% 164% 141 12,77% 0,9
Arosa Capital Management
2018
Arosa Capital Management
Florida
US$ 556 mi +US$ 109 mi +25% 18,2% 536% 73 57,53% 0,4
First Nebraska Trust
2019
First Nebraska Trust
Nebraska
US$ 555 mi +US$ 63 mi +13% 10,4% 76,9% 145 9,66% 3,7
United Bank (Virginia)
2020
United Bank (Virginia)
Virginia
US$ 555 mi +US$ 73,5 mi +15% 11,9% 76,1% 159 20,75% 1,8
Thomas White International
2021
Thomas White International
Illinois
US$ 554 mi +US$ 49,7 mi +10% 9,38% 34,9% 261 14,56% 2,2
Trek Financial
2022
Trek Financial
Arizona
US$ 554 mi +US$ 34,7 mi +7% 9,08% 152% 125 37,6% 0,2
SCF Partners
2023
SCF Partners
Texas
US$ 554 mi +US$ 123 mi +28% 38,2% 2,1% 4 0% 2,2
Kelly Lawrence W & Associates
2024
Kelly Lawrence W & Associates
California
US$ 554 mi +US$ 91 mi +20% 16,6% 123% 135 8,89% 3,6
Chiron Investment Management
2025
Chiron Investment Management
New York
US$ 553 mi -US$ 242 mi -30% 12,9% 104% 70 60% 0,6