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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
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 762 mi | -US$ 141 mi | -16% | 15,5% | 96,9% | 543 | 14,36% | 1,2 |
|
| 2002 |
2002
First Nebraska Trust
Lincoln,
Nebraska
| US$ 762 mi | -US$ 82 mi | -10% | 8,91% | 67,9% | 180 | 11,11% | 5,4 |
|
| 2003 |
2003
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 762 mi | -US$ 387 mi | -34% | 13,5% | – | 511 | 18,98% | 0,4 |
|
| 2004 |
2004
Bath Savings Trust
Bath,
Maine
| US$ 761 mi | -US$ 115 mi | -13% | 11,6% | 57,8% | 160 | 8,13% | 5,5 |
|
| 2005 |
2005
Y-Intercept (HK)
Hong Kong
| US$ 761 mi | +US$ 324 mi | +74% | 20,6% | 41,6% | 1.302 | 82,8% | 0,1 |
|
| 2006 |
ICM
2006
Indaba Capital Management
San Francisco,
California
| US$ 760 mi | -US$ 123 mi | -14% | 20,6% | 66,7% | 50 | 14% | 0,9 |
|
| 2007 |
2007
Maple Capital Management
Montpelier,
Vermont
| US$ 759 mi | -US$ 92,8 mi | -11% | 14% | 100% | 105 | 16,19% | 5,3 |
|
| 2008 |
2008
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 758 mi | +US$ 88 mi | +13% | 15,5% | 52,3% | 59 | 20,34% | 1,8 |
|
| 2009 |
2009
Kovack Advisors
Ft. Lauderdale,
Florida
| US$ 758 mi | -US$ 216 mi | -22% | 14,6% | 118% | 792 | 28,16% | 2,7 |
|
| 2010 |
2010
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 758 mi | +US$ 89,3 mi | +13% | 16,7% | 90,5% | 9 | 44,44% | 2,1 |
|
| 2011 |
2011
Grassi Investment Management
Santa Clara,
California
| US$ 757 mi | -US$ 199 mi | -21% | 17,1% | 170% | 140 | 13,57% | 5,2 |
|
| 2012 |
2012
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 757 mi | -US$ 102 mi | -12% | 15,7% | 62% | 113 | 55,75% | 2,7 |
|
| 2013 |
2013
Criteria Caixa
Barcelona,
Spain
| US$ 756 mi | -US$ 115 mi | -13% | 13,2% | 35,5% | 52 | 34,62% | 1,2 |
|
| 2014 |
2014
Hilltop Holdings
Dallas,
Texas
| US$ 755 mi | -US$ 133 mi | -15% | 8,95% | 96,7% | 596 | 21,48% | 3,1 |
|
| 2015 |
2015
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 755 mi | -US$ 107 mi | -12% | 12% | 67,7% | 153 | 24,84% | 3,4 |
|
| 2016 |
2016
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 755 mi | -US$ 224 mi | -23% | 17,3% | 198% | 252 | 14,29% | 4,1 |
|
| 2017 |
2017
Strategic Value Partners
Greenwich,
Connecticut
| US$ 755 mi | -US$ 544 mi | -42% | 17,8% | – | 5 | 0% | 1,4 |
|
| 2018 |
2018
Lutz Financial Services
Omaha,
Nebraska
| US$ 754 mi | -US$ 57 mi | -7% | 10,5% | 35,3% | 70 | 18,57% | 3,1 |
|
| 2019 |
2019
Inspire Investing
Meridian,
Idaho
| US$ 754 mi | -US$ 110 mi | -13% | 13,1% | 107% | 807 | 7,93% | 1,5 |
|
| 2020 |
2020
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 753 mi | -US$ 126 mi | -14% | 14,2% | 98,6% | 457 | 24,95% | 3 |
|
| 2021 |
2021
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 752 mi | -US$ 85,3 mi | -10% | 12,8% | 76,6% | 436 | 11,47% | 4,5 |
|
| 2022 |
2022
Callahan Advisors
Houston,
Texas
| US$ 751 mi | -US$ 125 mi | -14% | 12,2% | 87,7% | 152 | 9,21% | 5,3 |
|
| 2023 |
2023
RWWM Inc
Rocklin,
California
| US$ 751 mi | -US$ 143 mi | -16% | 5,96% | 40,6% | 14 | 0% | 4,8 |
|
| 2024 |
2024
Central Securities
New York
| US$ 750 mi | -US$ 191 mi | -20% | 15,7% | 90,2% | 30 | 3,33% | 5,8 |
|
| 2025 |
2025
Sound Income Strategies
Ft Lauderdale,
Florida
| US$ 750 mi | -US$ 119 mi | -14% | 11,6% | 31,4% | 985 | 8,32% | 2,6 |
|