Estamos no ar no !
Saiba mais
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
PSG Equity
Boston,
Massachusetts
| US$ 943 mi | +US$ 85,5 mi | +10% | 9,97% | 13,7% | 1 | 0% | 2 |
|
| 2002 |
2002
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 943 mi | +US$ 69,4 mi | +8% | 10,5% | 80% | 966 | 10,66% | 2 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| US$ 942 mi | +US$ 65,9 mi | +8% | 17,3% | 107% | 1.095 | 75,34% | 0,2 |
|
| 2004 |
2004
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 941 mi | +US$ 65,9 mi | +8% | 10,4% | 70% | 59 | 5,08% | 7,1 |
|
| 2005 |
2005
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 940 mi | +US$ 112 mi | +13% | 10,9% | 58,6% | 113 | 11,5% | 0,9 |
|
| 2006 |
2006
Regal Partners
Sydney, NSW,
Australia
| US$ 940 mi | +US$ 492 mi | +110% | 11,6% | 146% | 57 | 59,65% | 1,1 |
|
| 2007 |
2007
Marcum Wealth
Cleveland,
Ohio
| US$ 940 mi | +US$ 108 mi | +13% | 10,9% | 20% | 403 | 12,41% | 2,2 |
|
| 2008 |
2008
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 939 mi | +US$ 83,7 mi | +10% | 8,8% | 41,1% | 59 | 6,78% | 1,9 |
|
| 2009 |
2009
TCI Wealth Advisors
Tucson,
Arizona
| US$ 938 mi | +US$ 154 mi | +20% | 10,8% | 68,2% | 214 | 13,55% | 7,3 |
|
| 2010 |
2010
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 938 mi | +US$ 92,6 mi | +11% | 9,6% | 70,6% | 304 | 67,76% | 1,5 |
|
| 2011 |
2011
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 935 mi | +US$ 26,4 mi | +3% | 10,3% | 57,6% | 209 | 19,14% | 1,7 |
|
| 2012 |
2012
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 935 mi | -US$ 110 mi | -10% | 11,5% | 82,6% | 107 | 30,84% | 1,3 |
|
| 2013 |
2013
Nitorum Capital
New York
| US$ 935 mi | +US$ 20,3 mi | +2% | 6,83% | 87,1% | 29 | 10,34% | 3,4 |
|
| 2014 |
2014
Bouchey Financial Group
Troy,
New York
| US$ 934 mi | +US$ 118 mi | +14% | 10,4% | 66,7% | 141 | 14,89% | 2,9 |
|
| 2015 |
2015
SoFi Wealth
San Francisco,
California
| US$ 933 mi | +US$ 113 mi | +14% | 9,15% | 67,9% | 11 | 0% | 1,8 |
|
| 2016 |
2016
Flat Footed LLC
Wilson,
Wyoming
| US$ 933 mi | +US$ 47,7 mi | +5% | 38% | 152% | 33 | 54,55% | 0,8 |
|
| 2017 |
2017
Hilton Capital Management
Garden City,
New York
| US$ 933 mi | +US$ 182 mi | +24% | 7,65% | 58,2% | 172 | 33,14% | 1,8 |
|
| 2018 |
2018
2Xideas
Kusnacht,
Switzerland
| US$ 933 mi | +US$ 29,3 mi | +3% | 15,4% | 40,6% | 60 | 16,67% | 2,4 |
|
| 2019 |
2019
Freedom Together Foundation
New York
| US$ 933 mi | – | – | 8,63% | – | 26 | – | 0 |
|
| 2020 |
2020
Condor Capital Management
Martinsville,
New Jersey
| US$ 933 mi | +US$ 117 mi | +14% | 10,6% | 58,2% | 216 | 27,31% | 4,6 |
|
| 2021 |
2021
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 930 mi | +US$ 11,4 mi | +1% | 13,6% | – | 706 | 10,06% | 1,4 |
|
| 2022 |
2022
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 930 mi | +US$ 27,1 mi | +3% | 9,92% | 62,7% | 339 | 12,68% | 2,4 |
|
| 2023 |
2023
Browning West
Los Angeles,
California
| US$ 928 mi | +US$ 231 mi | +33% | 17,7% | 96,8% | 2 | 0% | 3 |
|
| 2024 |
WDA
2024
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 928 mi | +US$ 78,4 mi | +9% | 9,66% | 58,7% | 166 | 8,43% | 7,2 |
|
| 2025 |
2025
Weatherly Asset Management
Del Mar,
California
| US$ 928 mi | +US$ 90,8 mi | +11% | 11,7% | 116% | 179 | 5,59% | 7,3 |
|