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