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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
Estate Counselors
Thiensville,
Wisconsin
| US$ 644 mi | +US$ 18,6 mi | +3% | 4,33% | 60% | 163 | 31,9% | 1,8 |
|
| 2002 |
2002
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 644 mi | -US$ 7,27 mi | -1% | 6,25% | 62,7% | 217 | 21,2% | 1,2 |
|
| 2003 |
2003
Manchester Capital Management
Manchester,
Vermont
| US$ 643 mi | -US$ 85,9 mi | -12% | 19,4% | 86,7% | 719 | 32,68% | 3,8 |
|
| 2004 |
NAM
2004
North American Management
Boston,
Massachusetts
| US$ 642 mi | +US$ 27,3 mi | +4% | 8,47% | 61,7% | 108 | 3,7% | 5 |
|
| 2005 |
2005
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 641 mi | +US$ 453 mi | +241% | 2,46% | 59,6% | 72 | 8,33% | 1 |
|
| 2006 |
2006
First Midwest Bank Trust Division
Joliet,
Illinois
| US$ 640 mi | +US$ 26,8 mi | +4% | 8,87% | 107% | 377 | 15,65% | 4,1 |
|
| 2007 |
2007
Harvey Investment Company
Louisville,
Kentucky
| US$ 640 mi | +US$ 50,1 mi | +8% | 10% | 56,4% | 89 | 6,74% | 5,2 |
|
| 2008 |
2008
Gratus Capital
Atlanta,
Georgia
| US$ 639 mi | +US$ 46,1 mi | +8% | 7,57% | 51,4% | 183 | 19,67% | 3 |
|
| 2009 |
2009
Phillips Financial Management
Fort Wayne,
Indiana
| US$ 639 mi | +US$ 28,2 mi | +5% | 4% | 45,6% | 87 | 8,05% | 4,6 |
|
| 2010 |
2010
Stearns Financial Services Group
Greensboro,
North Carolina
| US$ 639 mi | +US$ 2,26 mi | +0,4% | 5,44% | 26,1% | 216 | 11,57% | 3,5 |
|
| 2011 |
RGREA
2011
Ranger Global Real Estate Advisors
Denver,
Colorado
| US$ 638 mi | +US$ 140 mi | +28% | 1,54% | 18% | 34 | 23,53% | 1,5 |
|
| 2012 |
2012
Roundview Capital
Princeton,
New Jersey
| US$ 637 mi | +US$ 48,6 mi | +8% | 8,96% | 86,4% | 248 | 9,68% | 3,8 |
|
| 2013 |
2013
SNS Financial Group
Minneapolis,
Minnesota
| US$ 637 mi | +US$ 85,6 mi | +16% | 7,1% | 54,2% | 224 | 19,2% | 2,8 |
|
| 2014 |
2014
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 636 mi | +US$ 50,3 mi | +9% | 10,7% | 90,7% | 158 | 8,23% | 4,3 |
|
| 2015 |
2015
ARS Investment Partners
New York
| US$ 636 mi | +US$ 105 mi | +20% | 10,6% | 266% | 118 | 45,76% | 1,9 |
|
| 2016 |
2016
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$ 636 mi | +US$ 38,1 mi | +6% | 4,88% | 49,7% | 142 | 5,63% | 3,2 |
|
| 2017 |
2017
Lavaca Capital
Houston,
Texas
| US$ 636 mi | +US$ 322 mi | +102% | 8,45% | 46,5% | 123 | 45,53% | 0,8 |
|
| 2018 |
2018
CCMP Capital
New York
| US$ 636 mi | -US$ 185 mi | -23% | 22,5% | 12,3% | 1 | 0% | 3 |
|
| 2019 |
2019
FJ Capital Management
Mclean,
Virginia
| US$ 636 mi | -US$ 9,17 mi | -1% | 5,86% | 97,9% | 100 | 41% | 1,7 |
|
| 2020 |
AP
2020
Archon Partners
Princeton Junction,
New Jersey
| US$ 636 mi | +US$ 85,2 mi | +15% | 15,3% | 99,5% | 56 | 19,64% | 3,5 |
|
| 2021 |
2021
HighTower Trust
Houston,
Texas
| US$ 635 mi | -US$ 21,5 mi | -3% | 2,28% | 90,4% | 115 | 12,17% | 3,3 |
|
| 2022 |
2022
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$ 635 mi | +US$ 50,1 mi | +9% | 8,86% | 112% | 312 | 17,63% | 1,9 |
|
| 2023 |
2023
Engle Capital Management
Greenwich,
Connecticut
| US$ 634 mi | +US$ 13,9 mi | +2% | 14,6% | 398% | 29 | 51,72% | 0,7 |
|
| 2024 |
2024
Wedgewood Partners
St Louis,
Missouri
| US$ 632 mi | +US$ 42,1 mi | +7% | 9,99% | 78,1% | 39 | 12,82% | 3,4 |
|
| 2025 |
2025
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$ 632 mi | +US$ 48,2 mi | +8% | 5,82% | 27,9% | 1.048 | 15,17% | 1,7 |
|