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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)
Wintrust Investments
2001
Wintrust Investments
Illinois
US$ 765 mi -US$ 33,6 mi -4% 10,1% 27,5% 422 21,09% 1,7
TD Capital Management
2002
TD Capital Management
Tennessee
US$ 764 mi +US$ 43,8 mi +6% 5,53% 40,5% 402 11,19% 1,4
Dubuque Bank & Trust
2003
Dubuque Bank & Trust
Iowa
US$ 764 mi +US$ 49,5 mi +7% 8,52% 24% 233 11,59% 4,6
RA
2004
Resolute Advisors
California
US$ 764 mi -US$ 78,8 mi -9% 7,72% 36,7% 146 62,33% 1,5
CQS (US)
2005
CQS (US)
New York
US$ 763 mi -US$ 97,7 mi -11% 4,8% 15% 81 11,11% 1,4
DT Investment Partners
2006
DT Investment Partners
Pennsylvania
US$ 762 mi +US$ 151 mi +25% 9,07% 64,3% 501 8,78% 1
RWWM Inc
2007
RWWM Inc
California
US$ 761 mi +US$ 62,5 mi +9% 15% 40,6% 14 0% 5,3
Fifth Third Securities
2008
Fifth Third Securities
Ohio
US$ 761 mi +US$ 68,8 mi +10% 7,64% 62,7% 207 7,25% 0,7
StepStone Group
2009
StepStone Group
California
US$ 760 mi +US$ 57,1 mi +8% 24,4% 107% 35 45,71% 0,9
Mesirow Institutional Investment Management
2010
Mesirow Institutional Investment Management
Illinois
US$ 760 mi +US$ 70,3 mi +10% 13,6% – 131 26,72% 0,2
Armstrong Advisory Group
2011
Armstrong Advisory Group
Massachusetts
US$ 760 mi – – 6,65% 55,6% 810 – 0
Naspers
2012
Naspers
South Africa
US$ 760 mi -US$ 40,1 mi -5% 3,47% 88,2% 4 0% 1
Soltis Investment Advisors
2013
Soltis Investment Advisors
Utah
US$ 760 mi +US$ 95 mi +14% 7,9% 80,8% 268 20,9% 1,9
Kahn Brothers Group
2014
Kahn Brothers Group
New York
US$ 760 mi +US$ 118 mi +18% 20,6% 53,4% 46 4,35% 5,4
Hilton Capital Management
2015
Hilton Capital Management
New York
US$ 760 mi US$ 0 0% 2,84% 58,2% 103 0% 2,6
Charles Schwab Trust
2016
Charles Schwab Trust
Nevada
US$ 759 mi +US$ 165 mi +28% 6,93% 52,7% 154 11,04% 2,3
Triodos Investment Management
2017
Triodos Investment Management
Netherlands
US$ 759 mi +US$ 59,5 mi +9% 12,1% 89,9% 48 14,58% 2,7
No Street GP LP
2018
No Street GP LP
California
US$ 759 mi +US$ 123 mi +19% 9,99% 246% 31 32,26% 1,2
Asset Advisors Investment Management
2019
Asset Advisors Investment Management
Georgia
US$ 759 mi +US$ 57 mi +8% 9,61% 67,5% 89 1,12% 3,6
MAM
2020
Mastrapasqua Asset Management
Tennessee
US$ 759 mi +US$ 67,4 mi +10% 10,7% 54,9% 155 14,19% 3,8
Berger Financial Group
2021
Berger Financial Group
Minnesota
US$ 758 mi +US$ 77,1 mi +11% 7,55% 59,9% 270 17,41% 1,3
CastleKnight Management
2022
CastleKnight Management
New York
US$ 758 mi +US$ 45 mi +6% 8,43% 259% 273 32,97% 0,6
Quantum Capital Management (New Jersey)
2023
Quantum Capital Management (New Jersey)
New Jersey
US$ 758 mi -US$ 5,74 mi -0,8% 11,3% 22,7% 30 13,33% 6
Murchinson
2024
Murchinson
Ontario, Canada
US$ 757 mi +US$ 412 mi +119% 0,83% 107% 101 69,31% 0,4
Advocacy Wealth Management Services
2025
Advocacy Wealth Management Services
Georgia
US$ 757 mi +US$ 72 mi +11% 4,63% 48,3% 147 77,55% 1,9