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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
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 845 mi | -US$ 13,9 mi | -2% | 4,12% | 70,6% | 103 | 10,68% | 4,3 |
|
| 2002 |
2002
Zweig-DiMenna Associates
New York
| US$ 844 mi | +US$ 43,7 mi | +5% | 3,25% | 561% | 124 | 19,35% | 1,4 |
|
| 2003 |
2003
Hodges Capital Management
Dallas,
Texas
| US$ 843 mi | -US$ 873 mi | -51% | 0,42% | 200% | 228 | 46,49% | 2,4 |
|
| 2004 |
SCM
2004
SIR Capital Management
New York
| US$ 843 mi | -US$ 70,2 mi | -8% | 9,38% | 71,1% | 75 | 29,33% | 0,9 |
|
| 2005 |
2005
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| US$ 842 mi | -US$ 117 mi | -12% | 5,62% | 61,4% | 141 | 7,8% | 5,4 |
|
| 2006 |
2006
Keystone Investors
Singapore
| US$ 840 mi | +US$ 264 mi | +46% | 12,1% | – | 53 | 60,38% | 0,3 |
|
| 2007 |
2007
Tradition Wealth Management
Edina,
Minnesota
| US$ 840 mi | -US$ 16,5 mi | -2% | 3,28% | 69,6% | 1.426 | 8,06% | 1,8 |
|
| 2008 |
2008
Levin Capital Strategies
New York
| US$ 840 mi | -US$ 41,1 mi | -5% | 2,39% | 88,6% | 334 | 38,32% | 3,1 |
|
| 2009 |
2009
AltraVue Capital
Bellevue,
Washington
| US$ 840 mi | -US$ 10 mi | -1% | 3,36% | 221% | 33 | 15,15% | 3,1 |
|
| 2010 |
2010
Bangor Savings Bank
Bangor,
Maine
| US$ 840 mi | -US$ 42 mi | -5% | 3,47% | 54,6% | 564 | 10,64% | 2,9 |
|
| 2011 |
2011
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 839 mi | -US$ 40,8 mi | -5% | 3,62% | 81,2% | 193 | 12,95% | 4,4 |
|
| 2012 |
AL
2012
Arnhold LLC
New York
| US$ 839 mi | -US$ 43,5 mi | -5% | 2,95% | 164% | 131 | 6,87% | 3,6 |
|
| 2013 |
2013
Weatherly Asset Management
Del Mar,
California
| US$ 837 mi | -US$ 19,7 mi | -2% | 0,85% | 116% | 182 | 7,14% | 7 |
|
| 2014 |
2014
No Street GP LP
San Francisco,
California
| US$ 836 mi | -US$ 180 mi | -18% | 2,63% | 246% | 40 | 55% | 0,9 |
|
| 2015 |
2015
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 836 mi | +US$ 275 mi | +49% | 5,91% | 31% | 1.244 | 59,16% | 0,3 |
|
| 2016 |
2016
Sixth Street Partners
Dallas,
Texas
| US$ 836 mi | -US$ 263 mi | -24% | 1,54% | 5,31% | 20 | 20% | 1,4 |
|
| 2017 |
2017
Styrax Capital
New York
| US$ 836 mi | -US$ 19,2 mi | -2% | 1,92% | 310% | 19 | 36,84% | 0,6 |
|
| 2018 |
2018
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 835 mi | -US$ 112 mil | -0% | 2,27% | 41,3% | 496 | 14,72% | 1,3 |
|
| 2019 |
2019
XML Financial
Bethesda,
Maryland
| US$ 834 mi | -US$ 30,1 mi | -3% | 3,88% | 69,5% | 348 | 11,21% | 2,3 |
|
| 2020 |
2020
True Link Financial Advisors
San Francisco,
California
| US$ 834 mi | +US$ 6,08 mi | +0,7% | 2,22% | 26,8% | 114 | 10,53% | 2,2 |
|
| 2021 |
2021
Front Barnett Associates
Chicago,
Illinois
| US$ 833 mi | -US$ 52,8 mi | -6% | 2,31% | 40,5% | 120 | 5,83% | 7,3 |
|
| 2022 |
2022
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 833 mi | -US$ 12,5 mi | -1% | 4,45% | 62,8% | 874 | 22,65% | 4,9 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| US$ 832 mi | -US$ 20,1 mi | -2% | 4,2% | 20% | 401 | 9,23% | 2,1 |
|
| 2024 |
2024
Ikarian Capital
Dallas,
Texas
| US$ 831 mi | +US$ 203 mi | +32% | 39,2% | 5.184% | 181 | 55,25% | 0,5 |
|
| 2025 |
2025
Longbow Finance
Lutry,
Switzerland
| US$ 831 mi | -US$ 27,5 mi | -3% | 2,18% | 162% | 67 | 22,39% | 0,6 |
|