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