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