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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)
Crestview Partners II
2001
Crestview Partners II
New York
US$ 730 mi -US$ 14,5 mi -2% 1,72% 157% 3 0% 3,9
Palisade Asset Management
2002
Palisade Asset Management
Minnesota
US$ 729 mi -US$ 48,9 mi -6% 5,89% 61,8% 180 6,11% 6,6
StoneX Group
2003
StoneX Group
New York
US$ 729 mi -US$ 88,6 mi -11% 4,65% 85,2% 820 43,05% 2
Ionic Capital Management
2004
Ionic Capital Management
New York
US$ 728 mi -US$ 114 mi -13% 23% 163% 543 33,89% 0,6
ARS Investment Partners
2005
ARS Investment Partners
New York
US$ 727 mi -US$ 4,74 mi -0,6% 4,35% 260% 193 29,02% 2,1
Naples Global Advisors
2006
Naples Global Advisors
Florida
US$ 727 mi -US$ 44 mi -6% 5,84% 103% 383 6,01% 4,9
Summit Creek Advisors
2007
Summit Creek Advisors
Minnesota
US$ 726 mi -US$ 58,5 mi -7% 0,96% 68,8% 73 5,48% 3,2
Verdence Capital Advisors
2008
Verdence Capital Advisors
Maryland
US$ 725 mi -US$ 47,9 mi -6% 5,01% 97,1% 553 14,29% 2,3
Bernzott Capital Advisors
2009
Bernzott Capital Advisors
California
US$ 725 mi -US$ 180 mi -20% 6,26% 46,6% 56 17,86% 3,4
Clearwater Capital Advisors
2010
Clearwater Capital Advisors
Illinois
US$ 724 mi -US$ 7,52 mi -1% 5,08% 44,7% 162 11,11% 3,9
Baldwin Wealth Partners
2011
Baldwin Wealth Partners
Massachusetts
US$ 723 mi -US$ 47,9 mi -6% 4,06% 94,5% 714 7,84% 4,1
Cahaba Wealth Management
2012
Cahaba Wealth Management
Georgia
US$ 723 mi +US$ 22,5 mi +3% 5,23% 45,2% 136 5,88% 2,6
Kintegral Advisory
2013
Kintegral Advisory
New York
US$ 721 mi -US$ 50 mi -6% 5,51% 143% 268 3,36% 3,5
TD Capital Management
2014
TD Capital Management
Tennessee
US$ 721 mi -US$ 17,4 mi -2% 4,34% 40,5% 371 77,36% 1,3
ShawSpring Partners
2015
ShawSpring Partners
Massachusetts
US$ 720 mi +US$ 156 mi +28% 3,01% 3,53% 7 14,29% 1,3
Sphera Funds Management
2016
Sphera Funds Management
Israel
US$ 720 mi -US$ 214 mi -23% 2,31% 245% 93 59,14% 0,6
XML Financial
2017
XML Financial
Maryland
US$ 720 mi +US$ 278 mi +63% 6,36% 69,5% 327 32,72% 1,5
Bath Savings Trust
2018
Bath Savings Trust
Maine
US$ 719 mi -US$ 41,8 mi -5% 4,17% 57,8% 152 5,26% 5,7
Clear Harbor Asset Management
2019
Clear Harbor Asset Management
Connecticut
US$ 718 mi -US$ 35 mi -5% 2,48% 98,6% 430 22,33% 3,4
Executive Wealth Management
2020
Executive Wealth Management
Michigan
US$ 718 mi -US$ 25,8 mi -3% 4,98% 18,4% 191 13,61% 2,3
Sandler Capital Management
2021
Sandler Capital Management
New York
US$ 717 mi -US$ 226 mi -24% 2,4% 325% 117 52,14% 0,9
FFT Wealth Management
2022
FFT Wealth Management
Pennsylvania
US$ 716 mi -US$ 182 mi -20% 6,18% 65,6% 109 56,88% 1,1
Jag Capital Management
2023
Jag Capital Management
Missouri
US$ 716 mi -US$ 93,4 mi -12% 0,01% 230% 191 14,66% 3
Wealthquest
2024
Wealthquest
Ohio
US$ 715 mi +US$ 52,5 mi +8% 4,85% 52,1% 126 9,52% 3,6
Dubuque Bank & Trust
2025
Dubuque Bank & Trust
Iowa
US$ 715 mi -US$ 59,5 mi -8% 4,74% 24% 237 13,08% 4,5