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