Estamos no ar no !
Saiba mais
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
Wintrust Investments
Chicago,
Illinois
| US$ 765 mi | -US$ 33,6 mi | -4% | 10,1% | 27,5% | 422 | 21,09% | 1,7 |
|
| 2002 |
2002
TD Capital Management
Memphis,
Tennessee
| US$ 764 mi | +US$ 43,8 mi | +6% | 5,53% | 40,5% | 402 | 11,19% | 1,4 |
|
| 2003 |
2003
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 764 mi | +US$ 49,5 mi | +7% | 8,52% | 24% | 233 | 11,59% | 4,6 |
|
| 2004 |
RA
2004
Resolute Advisors
San Francisco,
California
| US$ 764 mi | -US$ 78,8 mi | -9% | 7,72% | 36,7% | 146 | 62,33% | 1,5 |
|
| 2005 |
2005
CQS (US)
New York
| US$ 763 mi | -US$ 97,7 mi | -11% | 4,8% | 15% | 81 | 11,11% | 1,4 |
|
| 2006 |
2006
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$ 762 mi | +US$ 151 mi | +25% | 9,07% | 64,3% | 501 | 8,78% | 1 |
|
| 2007 |
2007
RWWM Inc
Rocklin,
California
| US$ 761 mi | +US$ 62,5 mi | +9% | 15% | 40,6% | 14 | 0% | 5,3 |
|
| 2008 |
2008
Fifth Third Securities
Cincinnati,
Ohio
| US$ 761 mi | +US$ 68,8 mi | +10% | 7,64% | 62,7% | 207 | 7,25% | 0,7 |
|
| 2009 |
2009
StepStone Group
La Jolla,
California
| US$ 760 mi | +US$ 57,1 mi | +8% | 24,4% | 107% | 35 | 45,71% | 0,9 |
|
| 2010 |
2010
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$ 760 mi | +US$ 70,3 mi | +10% | 13,6% | – | 131 | 26,72% | 0,2 |
|
| 2011 |
2011
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 760 mi | – | – | 6,65% | 55,6% | 810 | – | 0 |
|
| 2012 |
2012
Naspers
South Africa
| US$ 760 mi | -US$ 40,1 mi | -5% | 3,47% | 88,2% | 4 | 0% | 1 |
|
| 2013 |
2013
Soltis Investment Advisors
St. George,
Utah
| US$ 760 mi | +US$ 95 mi | +14% | 7,9% | 80,8% | 268 | 20,9% | 1,9 |
|
| 2014 |
2014
Kahn Brothers Group
New York
| US$ 760 mi | +US$ 118 mi | +18% | 20,6% | 53,4% | 46 | 4,35% | 5,4 |
|
| 2015 |
2015
Hilton Capital Management
Garden City,
New York
| US$ 760 mi | US$ 0 | 0% | 2,84% | 58,2% | 103 | 0% | 2,6 |
|
| 2016 |
2016
Charles Schwab Trust
Henderson,
Nevada
| US$ 759 mi | +US$ 165 mi | +28% | 6,93% | 52,7% | 154 | 11,04% | 2,3 |
|
| 2017 |
2017
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 759 mi | +US$ 59,5 mi | +9% | 12,1% | 89,9% | 48 | 14,58% | 2,7 |
|
| 2018 |
2018
No Street GP LP
San Francisco,
California
| US$ 759 mi | +US$ 123 mi | +19% | 9,99% | 246% | 31 | 32,26% | 1,2 |
|
| 2019 |
2019
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 759 mi | +US$ 57 mi | +8% | 9,61% | 67,5% | 89 | 1,12% | 3,6 |
|
| 2020 |
MAM
2020
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 759 mi | +US$ 67,4 mi | +10% | 10,7% | 54,9% | 155 | 14,19% | 3,8 |
|
| 2021 |
2021
Berger Financial Group
Plymouth,
Minnesota
| US$ 758 mi | +US$ 77,1 mi | +11% | 7,55% | 59,9% | 270 | 17,41% | 1,3 |
|
| 2022 |
2022
CastleKnight Management
New York
| US$ 758 mi | +US$ 45 mi | +6% | 8,43% | 259% | 273 | 32,97% | 0,6 |
|
| 2023 |
2023
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$ 758 mi | -US$ 5,74 mi | -0,8% | 11,3% | 22,7% | 30 | 13,33% | 6 |
|
| 2024 |
2024
Murchinson
Toronto,
Ontario, Canada
| US$ 757 mi | +US$ 412 mi | +119% | 0,83% | 107% | 101 | 69,31% | 0,4 |
|
| 2025 |
2025
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 757 mi | +US$ 72 mi | +11% | 4,63% | 48,3% | 147 | 77,55% | 1,9 |
|