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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)
Phillips Financial Management
2001
Phillips Financial Management
Indiana
US$ 569 mi +US$ 22,7 mi +4% 0,89% 45,6% 79 7,59% 4,4
MGM
2002
Miura Global Management
New York
US$ 568 mi -US$ 49,8 mi -8% 2,82% 375% 35 48,57% 0,5
Northcape Capital
2003
Northcape Capital
Australia
US$ 567 mi +US$ 16 mi +3% 0,81% – 19 21,05% 1,9
CWM
2004
Cornerstone Wealth Management
Missouri
US$ 567 mi +US$ 10,1 mi +2% 1,86% 69,8% 379 14,25% 2,1
Canandaigua National Bank & Trust
2005
Canandaigua National Bank & Trust
New York
US$ 567 mi +US$ 23,7 mi +4% 2,23% – 298 10,74% 3,5
PM Capital
2006
PM Capital
Australia
US$ 567 mi -US$ 28,3 mi -5% 3,28% 105% 25 4% 3
JC
2007
Joho Capital
New York
US$ 566 mi -US$ 86,8 mi -13% 5,71% 80,2% 13 23,08% 1,4
Stearns Financial Services Group
2008
Stearns Financial Services Group
North Carolina
US$ 566 mi +US$ 18,5 mi +3% 0,99% 26,1% 190 15,79% 3,6
Clearwater Capital Advisors
2009
Clearwater Capital Advisors
Illinois
US$ 566 mi +US$ 15,4 mi +3% 0,3% 44,7% 185 7,03% 2,5
Petrus Trust Company
2010
Petrus Trust Company
Texas
US$ 565 mi +US$ 1,11 mi +0,2% 0,01% 36,9% 391 62,15% 0,8
Matrix Asset Advisors
2011
Matrix Asset Advisors
New York
US$ 565 mi +US$ 1,17 mi +0,2% 2,1% 84,9% 76 11,84% 4
Colonial Trust Advisors
2012
Colonial Trust Advisors
South Carolina
US$ 565 mi +US$ 12,9 mi +2% 2,6% 80% 164 7,32% 3,9
Cortland Associates
2013
Cortland Associates
Missouri
US$ 565 mi -US$ 67 mi -11% 0,13% 57,1% 57 12,28% 3,8
Private Capital Group
2014
Private Capital Group
Connecticut
US$ 564 mi +US$ 126 mi +29% 1,05% 30,1% 2.782 30,84% 1,3
Transform Wealth
2015
Transform Wealth
Colorado
US$ 563 mi -US$ 117 mi -17% 1,72% 48,4% 240 16,67% 1,4
Tygh Capital Management
2016
Tygh Capital Management
Oregon
US$ 563 mi -US$ 25,4 mi -4% 2,73% 251% 96 37,5% 1,3
Marble Harbor Investment Counsel
2017
Marble Harbor Investment Counsel
Massachusetts
US$ 563 mi -US$ 15,6 mi -3% 1,94% 66,7% 153 7,84% 4,7
FBP
2018
Flippin Bruce & Porter
Virginia
US$ 562 mi -US$ 7,02 mi -1% 1,82% 44,4% 80 3,75% 4,7
Ally Financial
2019
Ally Financial
Michigan
US$ 562 mi -US$ 19,6 mi -3% 0,68% 9,35% 115 24,35% 1,8
Nachman Norwood & Parrott
2020
Nachman Norwood & Parrott
South Carolina
US$ 562 mi +US$ 5,99 mi +1% 1,76% – 246 7,32% 0,7
CDAM (UK)
2021
CDAM (UK)
United Kingdom
US$ 561 mi +US$ 47,9 mi +9% 1,54% 7,89% 17 23,53% 1
Marathon Trading Investment Management
2022
Marathon Trading Investment Management
Pennsylvania
US$ 561 mi -US$ 553 mi -50% 0,51% 143% 269 51,67% 1
Arosa Capital Management
2023
Arosa Capital Management
Florida
US$ 561 mi -US$ 72,4 mi -11% 8,1% 536% 75 54,67% 0,5
TFG Asset Management
2024
TFG Asset Management
Cayman Islands
US$ 561 mi -US$ 128 mi -19% 1,3% 72,1% 62 43,55% 0,9
JC
2025
JBF Capital
Colorado
US$ 561 mi +US$ 10,3 mi +2% 0,76% 93,6% 96 36,46% 1,2