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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)
W.R. Berkley Corp
2001
W.R. Berkley Corp
Connecticut
US$ 584 mi +US$ 111 mi +23% 6% 38,7% 146 58,9% 0,4
CWA Asset Management Group
2002
CWA Asset Management Group
Florida
US$ 584 mi +US$ 65,3 mi +13% 4,43% – 251 18,33% 1,7
Adams Natural Resources Fund
2003
Adams Natural Resources Fund
Maryland
US$ 583 mi -US$ 6,7 mi -1% 0,34% 50,6% 63 9,52% 2,5
Munro Partners
2004
Munro Partners
Australia
US$ 583 mi -US$ 86,7 mi -13% 6% 350% 36 33,33% 0,5
Salesforce Inc
2005
Salesforce Inc
California
US$ 582 mi +US$ 139 mi +31% 20,8% 33,9% 6 33,33% 0,8
Ally Financial
2006
Ally Financial
Michigan
US$ 582 mi +US$ 57,3 mi +11% 1,25% 9,35% 115 22,61% 1,8
Randolph Company
2007
Randolph Company
Ohio
US$ 582 mi +US$ 71,5 mi +14% 5,95% 120% 52 36,54% 1,1
Trek Financial
2008
Trek Financial
Arizona
US$ 581 mi +US$ 27 mi +5% 3,36% 144% 144 27,08% 0,3
Greenwich Wealth Management
2009
Greenwich Wealth Management
Connecticut
US$ 581 mi +US$ 14,7 mi +3% 2,43% 198% 213 18,78% 3,2
Brouwer & Janachowski
2010
Brouwer & Janachowski
California
US$ 581 mi +US$ 19 mi +3% 3,03% 41,8% 50 4% 3,4
Bank Pictet & Cie (Europe)
2011
Bank Pictet & Cie (Europe)
Germany
US$ 580 mi -US$ 5,05 mi -0,9% 4,09% 119% 175 20% 2,2
Marble Harbor Investment Counsel
2012
Marble Harbor Investment Counsel
Massachusetts
US$ 579 mi +US$ 16,7 mi +3% 3,09% 66,7% 153 7,19% 4,4
Howe & Rusling
2013
Howe & Rusling
New York
US$ 579 mi +US$ 1,24 mi +0,2% 1,8% 82% 911 19,43% 2,9
Jefferies Financial Group
2014
Jefferies Financial Group
New York
US$ 578 mi -US$ 425 mi -42% 4,4% 135% 51 82,35% 0,8
Thomasville National Bank
2015
Thomasville National Bank
Georgia
US$ 577 mi +US$ 35,4 mi +7% 4,89% – 198 8,08% 2,8
Resource Management
2016
Resource Management
Louisiana
US$ 577 mi +US$ 21,2 mi +4% 2,4% 82,7% 148 12,84% 1,2
HoyleCohen
2017
HoyleCohen
California
US$ 576 mi +US$ 9,02 mi +2% 3,76% 46,1% 186 5,91% 1,2
CCMD
2018
Cypress Capital Management (Delaware)
Delaware
US$ 576 mi +US$ 34,9 mi +6% 2,09% 25,6% 162 8,02% 2,4
First Business Financial Services
2019
First Business Financial Services
Wisconsin
US$ 576 mi +US$ 14,6 mi +3% 3,25% 74% 120 15% 2,1
Global Alpha Capital Management
2020
Global Alpha Capital Management
Quebec, Canada
US$ 575 mi +US$ 50,9 mi +10% 6,63% 80,4% 40 12,5% 2,5
NFAM
2021
North Fourth Asset Management
New Jersey
US$ 574 mi +US$ 121 mi +27% 7,85% 104% 90 83,33% 0,1
Lenox Wealth Advisors
2022
Lenox Wealth Advisors
New York
US$ 573 mi +US$ 40,2 mi +8% 2,25% 35,7% 687 48,03% 1,5
Woodstock Corp
2023
Woodstock Corp
Massachusetts
US$ 573 mi +US$ 14,6 mi +3% 4,34% 115% 164 1,83% 4,6
Efficient Advisors
2024
Efficient Advisors
Ohio
US$ 573 mi +US$ 639 mil +0,1% 1,13% 30,6% 50 2% 4,2
Tokio Marine Asset Management
2025
Tokio Marine Asset Management
Japan
US$ 572 mi +US$ 33,6 mi +6% 7,56% 129% 246 26,42% 3,1