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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
Caxton Associates (New York)
New York
| US$ 912 mi | -US$ 191 mi | -17% | 5,98% | 73,9% | 671 | 69,75% | 0,1 |
|
| 2002 |
2002
Capital Asset Advisory Services
Williamston,
Michigan
| US$ 912 mi | +US$ 241 mi | +36% | 5,98% | 51% | 772 | 15,41% | 1,2 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| US$ 911 mi | -US$ 26,5 mi | -3% | 1,42% | 202% | 90 | 44,44% | 0,9 |
|
| 2004 |
2004
Mudrick Capital Management
New York
| US$ 911 mi | +US$ 28,7 mi | +3% | 31,3% | 212% | 14 | 42,86% | 0,7 |
|
| 2005 |
2005
Simcoe Capital Management
New York
| US$ 910 mi | +US$ 125 mi | +16% | 16,1% | 48,7% | 18 | 44,44% | 0,9 |
|
| 2006 |
2006
SP Asset Management
Cupertino,
California
| US$ 910 mi | +US$ 105 mi | +13% | 10,9% | 92,4% | 121 | 11,57% | 1,8 |
|
| 2007 |
MFP
2007
Michael F. Price
| US$ 910 mi | +US$ 75,5 mi | +9% | 4,45% | 42,6% | 151 | 14,57% | 2,7 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| US$ 909 mi | +US$ 74,6 mi | +9% | 7,38% | 23,6% | 240 | 12,5% | 2,8 |
|
| 2009 |
2009
Forward Management
San Francisco,
California
| US$ 908 mi | +US$ 413 mi | +84% | 4,53% | 36,9% | 29 | 51,72% | 2,6 |
|
| 2010 |
2010
Trigran Investments
Northbrook,
Illinois
| US$ 907 mi | +US$ 97,6 mi | +12% | 5,51% | 30,2% | 21 | 14,29% | 2,9 |
|
| 2011 |
2011
Greenvale Capital
London,
United Kingdom
| US$ 907 mi | -US$ 12 mi | -1% | 10,4% | 101% | 18 | 55,56% | 0,8 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| US$ 906 mi | +US$ 63,2 mi | +8% | 6,25% | 58,2% | 340 | 25% | 2,7 |
|
| 2013 |
2013
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 905 mi | +US$ 10,8 mi | +1% | 4,84% | 55,4% | 631 | 31,22% | 1 |
|
| 2014 |
2014
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 904 mi | +US$ 48,2 mi | +6% | 7,86% | 32,2% | 486 | 24,28% | 1,6 |
|
| 2015 |
2015
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 904 mi | +US$ 47,8 mi | +6% | 7,3% | 67,5% | 94 | 3,19% | 2,4 |
|
| 2016 |
2016
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 903 mi | +US$ 54,7 mi | +6% | 5,08% | 38,3% | 1.247 | 13,23% | 1,6 |
|
| 2017 |
2017
Endurance Wealth Management
Providence,
Rhode Island
| US$ 902 mi | +US$ 52 mi | +6% | 6,42% | 59% | 667 | 5,1% | 4 |
|
| 2018 |
2018
Gratus Capital
Atlanta,
Georgia
| US$ 901 mi | +US$ 69 mi | +8% | 8,05% | 51,4% | 191 | 8,38% | 3,3 |
|
| 2019 |
2019
Blue Whale Capital
London,
United Kingdom
| US$ 901 mi | +US$ 143 mi | +19% | 15,8% | 409% | 19 | 10,53% | 1,2 |
|
| 2020 |
2020
SFMG Wealth Advisors
Plano,
Texas
| US$ 900 mi | +US$ 37,8 mi | +4% | 6,32% | 76,1% | 279 | 19% | 2,2 |
|
| 2021 |
2021
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 900 mi | +US$ 21,7 mi | +2% | 5,35% | 24% | 292 | 13,36% | 3,2 |
|
| 2022 |
HI
2022
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$ 899 mi | +US$ 78,8 mi | +10% | 6,3% | 37,9% | 131 | 10,69% | 2,7 |
|
| 2023 |
2023
IFG Advisory
Atlanta,
Georgia
| US$ 899 mi | +US$ 96,4 mi | +12% | 5,62% | 70,1% | 525 | 20,57% | 1,9 |
|
| 2024 |
2024
Cardan Capital Partners
Denver,
Colorado
| US$ 899 mi | +US$ 66 mi | +8% | 8,99% | 64% | 288 | 30,56% | 1,7 |
|
| 2025 |
2025
Keel Point
Huntsville,
Alabama
| US$ 898 mi | -US$ 128 mi | -12% | 7,05% | 76,4% | 315 | 22,22% | 1,9 |
|