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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)
Meridian Wealth Management
2001
Meridian Wealth Management
Kentucky
US$ 915 mi -US$ 21,5 mi -2% 0,01% 117% 434 15,9% 1,9
Empowered Funds
2002
Empowered Funds
Pennsylvania
US$ 915 mi +US$ 28,1 mi +3% 2,1% 127% 316 47,15% 0,5
Girard Partners
2003
Girard Partners
Pennsylvania
US$ 914 mi -US$ 6,42 mi -0,7% 5,53% 25,7% 268 11,94% 4
Wellington Shields Capital Management
2004
Wellington Shields Capital Management
New York
US$ 914 mi +US$ 132 mi +17% 4,5% 137% 358 32,12% 3,4
Covea Finance
2005
Covea Finance
France
US$ 912 mi -US$ 229 mi -20% 9,21% 129% 58 13,79% 0,2
Kintegral Advisory
2006
Kintegral Advisory
New York
US$ 911 mi -US$ 55 mi -6% 6,35% 143% 268 2,61% 3
Jay A. Fishman Ltd
2007
Jay A. Fishman Ltd
Michigan
US$ 908 mi -US$ 28,3 mi -3% 2,54% 119% 99 9,09% 5,1
First Business Financial Services
2008
First Business Financial Services
Wisconsin
US$ 904 mi -US$ 40,6 mi -4% 5,39% 74% 180 10,56% 2,9
Baker Tilly Wealth Management
2009
Baker Tilly Wealth Management
Wisconsin
US$ 904 mi -US$ 28,1 mi -3% 5,6% 96,9% 576 18,92% 1
Mesirow Financial Investment Management - Fixed Income
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
US$ 903 mi -US$ 4,61 mi -0,5% 7,59% 26,9% 152 30,92% 1,2
Jacobs & Co
2011
Jacobs & Co
California
US$ 903 mi -US$ 61,3 mi -6% 4,64% 105% 129 8,53% 5,8
JTC Employer Solutions Trustee
2012
JTC Employer Solutions Trustee
Jersey
US$ 903 mi +US$ 93,5 mi +12% 1,62% 88,7% 314 3,18% 0,7
Conservest Capital Advisors
2013
Conservest Capital Advisors
Pennsylvania
US$ 903 mi -US$ 30,8 mi -3% 5,49% 58,6% 97 15,46% 3,3
Cypress Funds
2014
Cypress Funds
California
US$ 903 mi -US$ 318 mi -26% 13,3% 100% 17 11,76% 2,2
SRFM
2015
Shannon River Fund Management
New York
US$ 901 mi -US$ 84,4 mi -9% 13,4% 554% 56 33,93% 0,9
SNS Financial Group
2016
SNS Financial Group
Minnesota
US$ 901 mi -US$ 35,6 mi -4% 3,72% 54,2% 259 18,92% 3,4
Oak Ridge Investments
2017
Oak Ridge Investments
Illinois
US$ 900 mi -US$ 284 mi -24% 7,44% 208% 176 15,91% 3,3
ORIX Corp
2018
ORIX Corp
Japan
US$ 899 mi +US$ 27,8 mi +3% 3,19% 11,7% 1 0% 4,3
Mirabella Financial Services
2019
Mirabella Financial Services
United Kingdom
US$ 899 mi -US$ 86,4 mi -9% 3,21% 86,2% 740 78,24% 0,1
WDA
2020
Wendell David Associates
New Hampshire
US$ 898 mi -US$ 90,4 mi -9% 5,91% 58,7% 156 2,56% 6,3
Montag & Caldwell
2021
Montag & Caldwell
Georgia
US$ 898 mi -US$ 139 mi -13% 11,3% 91,3% 76 9,21% 4,2
Asset Dedication LLC
2022
Asset Dedication LLC
California
US$ 898 mi +US$ 67,5 mi +8% 3,29% 67,8% 1.077 16,34% 2,5
Condor Capital Management
2023
Condor Capital Management
New Jersey
US$ 897 mi -US$ 36,4 mi -4% 5,11% 58,2% 491 24,24% 2,1
Asset Advisors Investment Management
2024
Asset Advisors Investment Management
Georgia
US$ 897 mi -US$ 95,6 mi -10% 5,16% 67,5% 98 14,29% 2,8
Chai Trust Company
2025
Chai Trust Company
Illinois
US$ 897 mi -US$ 74,5 mi -8% 1,27% 12,7% 39 28,21% 3