Estamos no ar no ! Saiba mais

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)
Jacobs & Co
2001
Jacobs & Co
California
US$ 810 mi +US$ 41,7 mi +5% 9% 105% 130 9,23% 6,5
Keeley-Teton Advisors
2002
Keeley-Teton Advisors
Illinois
US$ 809 mi +US$ 5,4 mi +0,7% 2,43% 28,6% 386 7,51% 2,6
BCM
2003
Bayesian Capital Management
New York
US$ 808 mi +US$ 124 mi +18% 13,7% 107% 1.192 75,25% 0,2
Harvey Partners
2004
Harvey Partners
New York
US$ 808 mi +US$ 21 mi +3% 8,41% 174% 41 12,2% 1,8
FJ Capital Management
2005
FJ Capital Management
Virginia
US$ 808 mi -US$ 36,9 mi -4% 17,2% 97,9% 122 46,72% 2
TD Capital Management
2006
TD Capital Management
Tennessee
US$ 807 mi +US$ 43,1 mi +6% 4,44% 40,5% 420 9,52% 1,6
Levin Capital Strategies
2007
Levin Capital Strategies
New York
US$ 807 mi +US$ 62,2 mi +8% 4,07% 91,9% 299 38,13% 3,4
Nalanda India Equity Fund
2008
Nalanda India Equity Fund
Mauritius
US$ 807 mi +US$ 26,8 mi +3% 3,9% 13,6% 2 0% 3,6
RVW Wealth
2009
RVW Wealth
California
US$ 807 mi +US$ 21,3 mi +3% 6,11% 65,8% 172 22,67% 2
Grassi Investment Management
2010
Grassi Investment Management
California
US$ 806 mi +US$ 65 mi +9% 15,6% 170% 130 11,54% 5,4
Harvey Investment Company
2011
Harvey Investment Company
Kentucky
US$ 806 mi +US$ 30,3 mi +4% 4,34% 56,4% 94 4,26% 7,1
JHL Capital Group
2012
JHL Capital Group
Illinois
US$ 805 mi +US$ 112 mi +16% 16,1% – 1 0% 2,3
FFT Wealth Management
2013
FFT Wealth Management
Pennsylvania
US$ 805 mi +US$ 25,8 mi +3% 5,92% 65,6% 133 15,79% 1,3
BCM
2014
Bluefin Capital Management
New York
US$ 804 mi +US$ 131 mi +20% 3,02% – 561 86,81% 0
Applied Finance Capital Management
2015
Applied Finance Capital Management
Puerto Rico
US$ 804 mi +US$ 37 mi +5% 6,04% 106% 73 6,85% 0,2
Tradition Wealth Management
2016
Tradition Wealth Management
Minnesota
US$ 804 mi +US$ 95,5 mi +13% 5,43% 69,6% 1.328 16,19% 1,5
CQS (US)
2017
CQS (US)
New York
US$ 804 mi +US$ 41 mi +5% 4,06% 15% 75 6,67% 1,7
EverSource Wealth Advisors
2018
EverSource Wealth Advisors
Alabama
US$ 803 mi +US$ 143 mi +22% 6,06% 98,1% 2.608 20,51% 0,8
Voya Financial Advisors
2019
Voya Financial Advisors
Connecticut
US$ 803 mi +US$ 33,9 mi +4% 4,97% 44,8% 252 13,89% 5
QVR
2020
QVR
California
US$ 803 mi -US$ 65,8 mi -8% 0% – 194 98,97% 1,3
Stokes Family Office
2021
Stokes Family Office
Louisiana
US$ 803 mi +US$ 25,7 mi +3% 5,23% 68,1% 317 17,98% 1,8
Tran Capital Management
2022
Tran Capital Management
California
US$ 802 mi +US$ 11,4 mi +1% 12,1% 173% 45 24,44% 2,5
M.D. Sass LLC
2023
M.D. Sass LLC
New York
US$ 802 mi +US$ 122 mi +18% 5,4% 80,1% 39 43,59% 1,6
Naples Global Advisors
2024
Naples Global Advisors
Florida
US$ 802 mi +US$ 15,2 mi +2% 5,25% 111% 401 7,23% 5
Koss-Olinger Consulting
2025
Koss-Olinger Consulting
Florida
US$ 802 mi +US$ 107 mi +15% 8,26% 57,9% 276 19,2% 1