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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
Jacobs & Co
San Francisco,
California
| US$ 810 mi | +US$ 41,7 mi | +5% | 9% | 105% | 130 | 9,23% | 6,5 |
|
| 2002 |
2002
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 809 mi | +US$ 5,4 mi | +0,7% | 2,43% | 28,6% | 386 | 7,51% | 2,6 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| US$ 808 mi | +US$ 124 mi | +18% | 13,7% | 107% | 1.192 | 75,25% | 0,2 |
|
| 2004 |
2004
Harvey Partners
Tarrytown,
New York
| US$ 808 mi | +US$ 21 mi | +3% | 8,41% | 174% | 41 | 12,2% | 1,8 |
|
| 2005 |
2005
FJ Capital Management
Mclean,
Virginia
| US$ 808 mi | -US$ 36,9 mi | -4% | 17,2% | 97,9% | 122 | 46,72% | 2 |
|
| 2006 |
2006
TD Capital Management
Memphis,
Tennessee
| US$ 807 mi | +US$ 43,1 mi | +6% | 4,44% | 40,5% | 420 | 9,52% | 1,6 |
|
| 2007 |
2007
Levin Capital Strategies
New York
| US$ 807 mi | +US$ 62,2 mi | +8% | 4,07% | 91,9% | 299 | 38,13% | 3,4 |
|
| 2008 |
2008
Nalanda India Equity Fund
Mauritius
| US$ 807 mi | +US$ 26,8 mi | +3% | 3,9% | 13,6% | 2 | 0% | 3,6 |
|
| 2009 |
2009
RVW Wealth
Los Angeles,
California
| US$ 807 mi | +US$ 21,3 mi | +3% | 6,11% | 65,8% | 172 | 22,67% | 2 |
|
| 2010 |
2010
Grassi Investment Management
Santa Clara,
California
| US$ 806 mi | +US$ 65 mi | +9% | 15,6% | 170% | 130 | 11,54% | 5,4 |
|
| 2011 |
2011
Harvey Investment Company
Louisville,
Kentucky
| US$ 806 mi | +US$ 30,3 mi | +4% | 4,34% | 56,4% | 94 | 4,26% | 7,1 |
|
| 2012 |
2012
JHL Capital Group
Chicago,
Illinois
| US$ 805 mi | +US$ 112 mi | +16% | 16,1% | – | 1 | 0% | 2,3 |
|
| 2013 |
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 805 mi | +US$ 25,8 mi | +3% | 5,92% | 65,6% | 133 | 15,79% | 1,3 |
|
| 2014 |
BCM
2014
Bluefin Capital Management
New York
| US$ 804 mi | +US$ 131 mi | +20% | 3,02% | – | 561 | 86,81% | 0 |
|
| 2015 |
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 804 mi | +US$ 37 mi | +5% | 6,04% | 106% | 73 | 6,85% | 0,2 |
|
| 2016 |
2016
Tradition Wealth Management
Edina,
Minnesota
| US$ 804 mi | +US$ 95,5 mi | +13% | 5,43% | 69,6% | 1.328 | 16,19% | 1,5 |
|
| 2017 |
2017
CQS (US)
New York
| US$ 804 mi | +US$ 41 mi | +5% | 4,06% | 15% | 75 | 6,67% | 1,7 |
|
| 2018 |
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| US$ 803 mi | +US$ 143 mi | +22% | 6,06% | 98,1% | 2.608 | 20,51% | 0,8 |
|
| 2019 |
2019
Voya Financial Advisors
Windsor,
Connecticut
| US$ 803 mi | +US$ 33,9 mi | +4% | 4,97% | 44,8% | 252 | 13,89% | 5 |
|
| 2020 |
2020
QVR
San Francisco,
California
| US$ 803 mi | -US$ 65,8 mi | -8% | 0% | – | 194 | 98,97% | 1,3 |
|
| 2021 |
2021
Stokes Family Office
New Orleans,
Louisiana
| US$ 803 mi | +US$ 25,7 mi | +3% | 5,23% | 68,1% | 317 | 17,98% | 1,8 |
|
| 2022 |
2022
Tran Capital Management
San Rafael,
California
| US$ 802 mi | +US$ 11,4 mi | +1% | 12,1% | 173% | 45 | 24,44% | 2,5 |
|
| 2023 |
2023
M.D. Sass LLC
New York
| US$ 802 mi | +US$ 122 mi | +18% | 5,4% | 80,1% | 39 | 43,59% | 1,6 |
|
| 2024 |
2024
Naples Global Advisors
Naples,
Florida
| US$ 802 mi | +US$ 15,2 mi | +2% | 5,25% | 111% | 401 | 7,23% | 5 |
|
| 2025 |
2025
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 802 mi | +US$ 107 mi | +15% | 8,26% | 57,9% | 276 | 19,2% | 1 |
|