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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)
Baker Tilly Wealth Management
2001
Baker Tilly Wealth Management
Wisconsin
US$ 762 mi -US$ 141 mi -16% 15,5% 96,9% 543 14,36% 1,2
First Nebraska Trust
2002
First Nebraska Trust
Nebraska
US$ 762 mi -US$ 82 mi -10% 8,91% 67,9% 180 11,11% 5,4
Desjardins Global Asset Management
2003
Desjardins Global Asset Management
Quebec, Canada
US$ 762 mi -US$ 387 mi -34% 13,5% – 511 18,98% 0,4
Bath Savings Trust
2004
Bath Savings Trust
Maine
US$ 761 mi -US$ 115 mi -13% 11,6% 57,8% 160 8,13% 5,5
Y-Intercept (HK)
2005
Y-Intercept (HK)
Hong Kong
US$ 761 mi +US$ 324 mi +74% 20,6% 41,6% 1.302 82,8% 0,1
ICM
2006
Indaba Capital Management
California
US$ 760 mi -US$ 123 mi -14% 20,6% 66,7% 50 14% 0,9
Maple Capital Management
2007
Maple Capital Management
Vermont
US$ 759 mi -US$ 92,8 mi -11% 14% 100% 105 16,19% 5,3
Leith Wheeler Investment Counsel
2008
Leith Wheeler Investment Counsel
British Columbia, Canada
US$ 758 mi +US$ 88 mi +13% 15,5% 52,3% 59 20,34% 1,8
Kovack Advisors
2009
Kovack Advisors
Florida
US$ 758 mi -US$ 216 mi -22% 14,6% 118% 792 28,16% 2,7
Taiyo Life Insurance Company
2010
Taiyo Life Insurance Company
Japan
US$ 758 mi +US$ 89,3 mi +13% 16,7% 90,5% 9 44,44% 2,1
Grassi Investment Management
2011
Grassi Investment Management
California
US$ 757 mi -US$ 199 mi -21% 17,1% 170% 140 13,57% 5,2
Sage Financial Group
2012
Sage Financial Group
Pennsylvania
US$ 757 mi -US$ 102 mi -12% 15,7% 62% 113 55,75% 2,7
Criteria Caixa
2013
Criteria Caixa
Spain
US$ 756 mi -US$ 115 mi -13% 13,2% 35,5% 52 34,62% 1,2
Hilltop Holdings
2014
Hilltop Holdings
Texas
US$ 755 mi -US$ 133 mi -15% 8,95% 96,7% 596 21,48% 3,1
Pictet North America Advisors
2015
Pictet North America Advisors
Switzerland
US$ 755 mi -US$ 107 mi -12% 12% 67,7% 153 24,84% 3,4
Greenwich Wealth Management
2016
Greenwich Wealth Management
Connecticut
US$ 755 mi -US$ 224 mi -23% 17,3% 198% 252 14,29% 4,1
Strategic Value Partners
2017
Strategic Value Partners
Connecticut
US$ 755 mi -US$ 544 mi -42% 17,8% – 5 0% 1,4
Lutz Financial Services
2018
Lutz Financial Services
Nebraska
US$ 754 mi -US$ 57 mi -7% 10,5% 35,3% 70 18,57% 3,1
Inspire Investing
2019
Inspire Investing
Idaho
US$ 754 mi -US$ 110 mi -13% 13,1% 107% 807 7,93% 1,5
Clear Harbor Asset Management
2020
Clear Harbor Asset Management
Connecticut
US$ 753 mi -US$ 126 mi -14% 14,2% 98,6% 457 24,95% 3
Jacobi Capital Management
2021
Jacobi Capital Management
Pennsylvania
US$ 752 mi -US$ 85,3 mi -10% 12,8% 76,6% 436 11,47% 4,5
Callahan Advisors
2022
Callahan Advisors
Texas
US$ 751 mi -US$ 125 mi -14% 12,2% 87,7% 152 9,21% 5,3
RWWM Inc
2023
RWWM Inc
California
US$ 751 mi -US$ 143 mi -16% 5,96% 40,6% 14 0% 4,8
Central Securities
2024
Central Securities
New York
US$ 750 mi -US$ 191 mi -20% 15,7% 90,2% 30 3,33% 5,8
Sound Income Strategies
2025
Sound Income Strategies
Florida
US$ 750 mi -US$ 119 mi -14% 11,6% 31,4% 985 8,32% 2,6