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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)
Mirova
2001
Mirova
France
US$ 839 mi +US$ 60,9 mi +8% 0,67% 64,6% 171 8,19% 1,2
AGF Investments LLC
2002
AGF Investments LLC
Ontario, Canada
US$ 836 mi -US$ 6,03 mi -0,7% 6,18% 28,5% 539 26,35% 1,9
Easterly Investment Partners
2003
Easterly Investment Partners
Massachusetts
US$ 835 mi +US$ 112 mi +16% 13,1% 57,6% 212 52,36% 0,5
III Capital Management
2004
III Capital Management
Florida
US$ 835 mi +US$ 44,4 mi +6% 0,03% 28,7% 157 66,88% 0,2
Foresite Capital Management IV
2005
Foresite Capital Management IV
California
US$ 835 mi -US$ 85,8 mi -9% 16% 151% 15 26,67% 0,6
MFP
2006
Michael F. Price
US$ 835 mi +US$ 186 mi +29% 22,1% 42,6% 143 22,38% 2,7
Connectus Wealth
2007
Connectus Wealth
Ohio
US$ 834 mi – – 1,45% 37,8% 33 – 0
BRR OpCo
2008
BRR OpCo
Ohio
US$ 834 mi +US$ 155 mi +23% 9,09% 23,6% 231 25,97% 2,6
Wellesley Asset Management
2009
Wellesley Asset Management
New Hampshire
US$ 834 mi -US$ 30,4 mi -4% 0% 0% 31 0% 1,1
GM Advisory Group
2010
GM Advisory Group
New York
US$ 834 mi +US$ 87,1 mi +12% 7,61% 53,6% 207 20,77% 1,6
AL
2011
Arnhold LLC
New York
US$ 834 mi +US$ 61,6 mi +8% 5,8% 164% 148 16,22% 2,1
Cardan Capital Partners
2012
Cardan Capital Partners
Colorado
US$ 833 mi +US$ 22,2 mi +3% 2,27% 64% 274 30,66% 1,7
Gratus Capital
2013
Gratus Capital
Georgia
US$ 832 mi +US$ 84,9 mi +11% 8,14% 51,4% 202 19,8% 3,2
Beese Fulmer Investment Management
2014
Beese Fulmer Investment Management
Ohio
US$ 832 mi +US$ 49,7 mi +6% 6,98% 124% 226 7,96% 4,1
Longfellow Investment Management
2015
Longfellow Investment Management
Massachusetts
US$ 832 mi +US$ 4,34 mi +0,5% 6,51% 45,9% 617 34,04% 0,2
AdamCapital Gestao de Recursos
2016
AdamCapital Gestao de Recursos
Brazil
US$ 832 mi -US$ 95 mi -10% 11,5% 10,7% 18 11,11% 1,4
Gerber Kawasaki Wealth & Investment Management
2017
Gerber Kawasaki Wealth & Investment Management
California
US$ 832 mi +US$ 110 mi +15% 2,87% 102% 236 27,54% 1,4
Transcend Capital Advisors
2018
Transcend Capital Advisors
New Jersey
US$ 832 mi +US$ 70,6 mi +9% 5,06% 71,6% 434 18,2% 0,5
WDA
2019
Wendell David Associates
New Hampshire
US$ 831 mi +US$ 13,1 mi +2% 2,08% 58,7% 153 3,92% 5,6
Novare Capital Management
2020
Novare Capital Management
North Carolina
US$ 831 mi +US$ 63,1 mi +8% 5,99% 76,5% 163 17,79% 3,2
Resource Management
2021
Resource Management
Louisiana
US$ 831 mi +US$ 98,8 mi +13% 11,1% 82,7% 191 14,66% 2
Kimmeridge Energy Management
2022
Kimmeridge Energy Management
New York
US$ 830 mi +US$ 706 mi +570% 80,3% 19,7% 6 50% 0,3
Bangor Savings Bank
2023
Bangor Savings Bank
Maine
US$ 829 mi +US$ 70,7 mi +9% 4,97% 54,6% 192 8,85% 4,3
Ellevest Inc
2024
Ellevest Inc
New York
US$ 829 mi +US$ 145 mi +21% 4,76% 82,6% 1.429 17,07% 1
Sage Rock Capital Management
2025
Sage Rock Capital Management
New York
US$ 828 mi +US$ 225 mi +37% 4,39% 13% 269 75,46% 0,1