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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
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 861 mi | +US$ 59 mi | +7% | 5,64% | 57,9% | 289 | 11,42% | 1,1 |
|
| 2002 |
2002
Great Hill Partners
Boston,
Massachusetts
| US$ 861 mi | -US$ 53,8 mi | -6% | 13,7% | 24% | 2 | 0% | 1,5 |
|
| 2003 |
2003
Taurus Asset Management
New York
| US$ 860 mi | +US$ 42,4 mi | +5% | 6,88% | 26,9% | 93 | 3,23% | 6,5 |
|
| 2004 |
2004
Soltis Investment Advisors
St. George,
Utah
| US$ 860 mi | +US$ 74,2 mi | +9% | 6,49% | 80,8% | 283 | 16,61% | 2,1 |
|
| 2005 |
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$ 860 mi | +US$ 20,2 mi | +2% | 6,63% | 91,1% | 645 | 12,71% | 2 |
|
| 2006 |
2006
P2 Capital Partners
New York
| US$ 859 mi | +US$ 79,1 mi | +10% | 7,36% | 7,96% | 16 | 12,5% | 2,5 |
|
| 2007 |
2007
Voya Financial Advisors
Windsor,
Connecticut
| US$ 859 mi | +US$ 55,7 mi | +7% | 2,77% | 44,8% | 248 | 12,1% | 5 |
|
| 2008 |
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 859 mi | +US$ 73,3 mi | +9% | 5,87% | 70,6% | 102 | 11,76% | 4,1 |
|
| 2009 |
2009
Longbow Finance
Lutry,
Switzerland
| US$ 859 mi | +US$ 64,6 mi | +8% | 11,1% | 162% | 65 | 16,92% | 0,4 |
|
| 2010 |
2010
Weatherly Asset Management
Del Mar,
California
| US$ 857 mi | +US$ 86,5 mi | +11% | 13,3% | 116% | 176 | 2,84% | 7 |
|
| 2011 |
2011
Bath Savings Trust
Bath,
Maine
| US$ 857 mi | +US$ 44,4 mi | +5% | 6,55% | 57,8% | 159 | 3,77% | 6 |
|
| 2012 |
2012
Ion Asset Management
Herzliya,
Israel
| US$ 857 mi | -US$ 97,1 mi | -10% | 5,42% | 125% | 43 | 34,88% | 1,2 |
|
| 2013 |
2013
Tradition Wealth Management
Edina,
Minnesota
| US$ 856 mi | +US$ 52,5 mi | +7% | 5,38% | 69,6% | 1.429 | 13,16% | 1,6 |
|
| 2014 |
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| US$ 856 mi | +US$ 75,8 mi | +10% | 4,49% | 69,6% | 190 | 35,79% | 0,7 |
|
| 2015 |
2015
ARS Investment Partners
New York
| US$ 856 mi | +US$ 22,9 mi | +3% | 8,76% | 260% | 171 | 14,04% | 2,8 |
|
| 2016 |
2016
Styrax Capital
New York
| US$ 855 mi | +US$ 215 mi | +34% | 21,1% | 310% | 19 | 42,11% | 0,5 |
|
| 2017 |
2017
Sand Grove Capital Management
London,
United Kingdom
| US$ 854 mi | +US$ 115 mi | +16% | 13,9% | 410% | 48 | 81,25% | 0,2 |
|
| 2018 |
2018
Wealthcare Capital Management
Richmond,
Virginia
| US$ 854 mi | +US$ 34,3 mi | +4% | 3,05% | 46,2% | 78 | 14,1% | 4,6 |
|
| 2019 |
2019
Matthews International Capital Management
San Francisco,
California
| US$ 854 mi | -US$ 149 mi | -15% | 2,38% | 227% | 51 | 27,45% | 2,1 |
|
| 2020 |
2020
Bowie Capital Management
Richardson,
Texas
| US$ 853 mi | -US$ 9,8 mi | -1% | 10,2% | 31,6% | 44 | 27,27% | 3,4 |
|
| 2021 |
2021
Naples Global Advisors
Naples,
Florida
| US$ 852 mi | +US$ 50,4 mi | +6% | 5,02% | 103% | 404 | 6,44% | 5,1 |
|
| 2022 |
2022
PSquared Asset Management
Zurich,
Switzerland
| US$ 852 mi | +US$ 157 mi | +23% | 1,28% | 178% | 19 | 78,95% | 0,1 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| US$ 852 mi | +US$ 50,5 mi | +6% | 5,39% | 20% | 403 | 9,93% | 1,9 |
|
| 2024 |
2024
Narwhal Capital Management
Marietta,
Georgia
| US$ 851 mi | +US$ 51,5 mi | +6% | 9,24% | 93,8% | 177 | 10,73% | 4,8 |
|
| 2025 |
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 850 mi | +US$ 72,7 mi | +9% | 8,09% | 34% | 393 | 37,4% | 1,3 |
|