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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)
Koss-Olinger Consulting
2001
Koss-Olinger Consulting
Florida
US$ 861 mi +US$ 59 mi +7% 5,64% 57,9% 289 11,42% 1,1
Great Hill Partners
2002
Great Hill Partners
Massachusetts
US$ 861 mi -US$ 53,8 mi -6% 13,7% 24% 2 0% 1,5
Taurus Asset Management
2003
Taurus Asset Management
New York
US$ 860 mi +US$ 42,4 mi +5% 6,88% 26,9% 93 3,23% 6,5
Soltis Investment Advisors
2004
Soltis Investment Advisors
Utah
US$ 860 mi +US$ 74,2 mi +9% 6,49% 80,8% 283 16,61% 2,1
Arkadios Wealth Advisors
2005
Arkadios Wealth Advisors
Georgia
US$ 860 mi +US$ 20,2 mi +2% 6,63% 91,1% 645 12,71% 2
P2 Capital Partners
2006
P2 Capital Partners
New York
US$ 859 mi +US$ 79,1 mi +10% 7,36% 7,96% 16 12,5% 2,5
Voya Financial Advisors
2007
Voya Financial Advisors
Connecticut
US$ 859 mi +US$ 55,7 mi +7% 2,77% 44,8% 248 12,1% 5
Greenwood Gearhart
2008
Greenwood Gearhart
Arkansas
US$ 859 mi +US$ 73,3 mi +9% 5,87% 70,6% 102 11,76% 4,1
Longbow Finance
2009
Longbow Finance
Switzerland
US$ 859 mi +US$ 64,6 mi +8% 11,1% 162% 65 16,92% 0,4
Weatherly Asset Management
2010
Weatherly Asset Management
California
US$ 857 mi +US$ 86,5 mi +11% 13,3% 116% 176 2,84% 7
Bath Savings Trust
2011
Bath Savings Trust
Maine
US$ 857 mi +US$ 44,4 mi +5% 6,55% 57,8% 159 3,77% 6
Ion Asset Management
2012
Ion Asset Management
Israel
US$ 857 mi -US$ 97,1 mi -10% 5,42% 125% 43 34,88% 1,2
Tradition Wealth Management
2013
Tradition Wealth Management
Minnesota
US$ 856 mi +US$ 52,5 mi +7% 5,38% 69,6% 1.429 13,16% 1,6
WCG Wealth Advisors
2014
WCG Wealth Advisors
Nevada
US$ 856 mi +US$ 75,8 mi +10% 4,49% 69,6% 190 35,79% 0,7
ARS Investment Partners
2015
ARS Investment Partners
New York
US$ 856 mi +US$ 22,9 mi +3% 8,76% 260% 171 14,04% 2,8
Styrax Capital
2016
Styrax Capital
New York
US$ 855 mi +US$ 215 mi +34% 21,1% 310% 19 42,11% 0,5
Sand Grove Capital Management
2017
Sand Grove Capital Management
United Kingdom
US$ 854 mi +US$ 115 mi +16% 13,9% 410% 48 81,25% 0,2
Wealthcare Capital Management
2018
Wealthcare Capital Management
Virginia
US$ 854 mi +US$ 34,3 mi +4% 3,05% 46,2% 78 14,1% 4,6
Matthews International Capital Management
2019
Matthews International Capital Management
California
US$ 854 mi -US$ 149 mi -15% 2,38% 227% 51 27,45% 2,1
Bowie Capital Management
2020
Bowie Capital Management
Texas
US$ 853 mi -US$ 9,8 mi -1% 10,2% 31,6% 44 27,27% 3,4
Naples Global Advisors
2021
Naples Global Advisors
Florida
US$ 852 mi +US$ 50,4 mi +6% 5,02% 103% 404 6,44% 5,1
PSquared Asset Management
2022
PSquared Asset Management
Switzerland
US$ 852 mi +US$ 157 mi +23% 1,28% 178% 19 78,95% 0,1
Marcum Wealth
2023
Marcum Wealth
Ohio
US$ 852 mi +US$ 50,5 mi +6% 5,39% 20% 403 9,93% 1,9
Narwhal Capital Management
2024
Narwhal Capital Management
Georgia
US$ 851 mi +US$ 51,5 mi +6% 9,24% 93,8% 177 10,73% 4,8
Foster Dykema Cabot & Co
2025
Foster Dykema Cabot & Co
Massachusetts
US$ 850 mi +US$ 72,7 mi +9% 8,09% 34% 393 37,4% 1,3