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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
CWA Asset Management Group
Naples,
Florida
| US$ 620 mi | -US$ 3,2 mi | -0,5% | 6,08% | – | 259 | 20,08% | 1,9 |
|
| 2002 |
2002
Governors Lane
New York
| US$ 620 mi | -US$ 131 mi | -17% | 19,3% | 133% | 70 | 51,43% | 0,6 |
|
| 2003 |
2003
Third Security
Radford,
Virginia
| US$ 620 mi | -US$ 47,4 mi | -7% | 0,03% | 28,2% | 12 | 16,67% | 4,6 |
|
| 2004 |
2004
Shaolin Capital Management
Miami,
Florida
| US$ 619 mi | -US$ 30,8 mi | -5% | 1,25% | 86,1% | 171 | 42,11% | 0,4 |
|
| 2005 |
2005
Thompson Investment Management
Madison,
Wisconsin
| US$ 618 mi | +US$ 107 mi | +21% | 8,4% | 100% | 196 | 9,18% | 4 |
|
| 2006 |
SAM
2006
Sandell Asset Management
New York
| US$ 618 mi | +US$ 321 mi | +108% | 24,1% | 322% | 64 | 59,38% | 0,6 |
|
| 2007 |
2007
Centerbridge Partners
New York
| US$ 618 mi | +US$ 67,4 mi | +12% | 26,7% | 15,9% | 12 | 33,33% | 1,4 |
|
| 2008 |
CWM
2008
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 617 mi | +US$ 50,4 mi | +9% | 7,1% | 69,8% | 374 | 14,44% | 2,3 |
|
| 2009 |
2009
Ikarian Capital
Dallas,
Texas
| US$ 617 mi | – | – | 69,5% | 5.184% | 114 | – | 0 |
|
| 2010 |
2010
First Nebraska Trust
Lincoln,
Nebraska
| US$ 616 mi | +US$ 15 mi | +2% | 8,8% | 67,9% | 149 | 3,36% | 4,3 |
|
| 2011 |
2011
Kemper
Chicago,
Illinois
| US$ 616 mi | -US$ 69,7 mi | -10% | 4,38% | 28,6% | 51 | 0% | 1,9 |
|
| 2012 |
2012
Hawk Ridge Capital Management
Los Angeles,
California
| US$ 615 mi | +US$ 116 mi | +23% | 6,45% | 84,9% | 53 | 49,06% | 0,9 |
|
| 2013 |
2013
Woodstock Corp
Boston,
Massachusetts
| US$ 614 mi | +US$ 40 mi | +7% | 10,1% | 115% | 164 | 6,71% | 5 |
|
| 2014 |
PAM
2014
Private Asset Management
San Diego,
California
| US$ 614 mi | +US$ 35,5 mi | +6% | 10,1% | 38,2% | 145 | 12,41% | 4,2 |
|
| 2015 |
AH
2015
Aviva Holdings
New Providence,
Bahamas
| US$ 613 mi | +US$ 188 mi | +44% | 52,6% | 36,5% | 6 | 16,67% | 1,7 |
|
| 2016 |
2016
Matrix Asset Advisors
White Plains,
New York
| US$ 613 mi | +US$ 47,2 mi | +8% | 8,37% | 84,9% | 79 | 8,86% | 4,1 |
|
| 2017 |
2017
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 613 mi | +US$ 54,1 mi | +10% | 5,37% | 36,9% | 223 | 18,39% | 2,8 |
|
| 2018 |
2018
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 613 mi | +US$ 32,8 mi | +6% | 7,91% | 80,1% | 967 | 15,41% | 1,1 |
|
| 2019 |
2019
TD Capital Management
Memphis,
Tennessee
| US$ 613 mi | +US$ 53,6 mi | +10% | 4,82% | 40,5% | 289 | 10,38% | 3,1 |
|
| 2020 |
2020
Fund Evaluation Group
Cincinnati,
Ohio
| US$ 612 mi | +US$ 75 mi | +14% | 6,03% | 51,6% | 40 | 55% | 1,3 |
|
| 2021 |
2021
Pier Capital
Stamford,
Connecticut
| US$ 612 mi | +US$ 21,2 mi | +4% | 11,7% | 223% | 123 | 26,83% | 1,1 |
|
| 2022 |
2022
Virtus ETF Advisers
New York
| US$ 612 mi | +US$ 115 mi | +23% | 9,34% | 177% | 532 | 33,27% | 0,9 |
|
| 2023 |
2023
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 611 mi | +US$ 91,3 mi | +18% | 8,51% | 112% | 108 | 5,56% | 4,6 |
|
| 2024 |
OIM
2024
Opus Investment Management
Worcester,
Massachusetts
| US$ 611 mi | +US$ 35,9 mi | +6% | 5,85% | 52,8% | 113 | 15,04% | 3,3 |
|
| 2025 |
2025
Klingman & Associates
New York
| US$ 611 mi | +US$ 52,6 mi | +9% | 6,18% | 64,9% | 138 | 14,49% | 2,9 |
|