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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
Royal Fund Management
Lady Lake,
Florida
| US$ 1,02 bi | +US$ 114 mi | +13% | 8,54% | 103% | 344 | 16,86% | 2,6 |
|
| 2002 |
2002
Bouchey Financial Group
Troy,
New York
| US$ 1,02 bi | +US$ 82,6 mi | +9% | 6,43% | 66,7% | 155 | 16,13% | 2,9 |
|
| 2003 |
2003
Atika Capital Management
New York
| US$ 1,02 bi | +US$ 268 mi | +36% | 27,6% | 811% | 117 | 59,83% | 0,8 |
|
| 2004 |
2004
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,01 bi | +US$ 76,9 mi | +8% | 7% | 68,2% | 225 | 12% | 7,1 |
|
| 2005 |
2005
Duality Advisers
Miami,
Florida
| US$ 1,01 bi | +US$ 67,6 mi | +7% | 5,53% | 18,3% | 782 | 55,88% | 0,4 |
|
| 2006 |
2006
Unison Advisors
Washington,
District of Columbia
| US$ 1,01 bi | +US$ 69,7 mi | +7% | 6,33% | 57,8% | 181 | 2,21% | 3 |
|
| 2007 |
2007
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,01 bi | +US$ 68,8 mi | +7% | 9,08% | 80% | 1.095 | 23,56% | 1,9 |
|
| 2008 |
2008
Gladstone Capital Management
London,
United Kingdom
| US$ 1,01 bi | +US$ 157 mi | +18% | 17,8% | 327% | 24 | 62,5% | 0,9 |
|
| 2009 |
2009
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 1,01 bi | +US$ 84,4 mi | +9% | 8,48% | 76,8% | 162 | 8,02% | 4,8 |
|
| 2010 |
2010
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 1,01 bi | +US$ 68,8 mi | +7% | 4,89% | 41,1% | 61 | 4,92% | 2,1 |
|
| 2011 |
2011
Arrow Financial
Glens Falls,
New York
| US$ 1,01 bi | +US$ 43,5 mi | +5% | 7,05% | 71,1% | 352 | 6,53% | 7,2 |
|
| 2012 |
2012
Campbell Wealth Management
Alexandria,
Virginia
| US$ 1,01 bi | +US$ 164 mi | +19% | 6,33% | 11,2% | 96 | 39,58% | 1,9 |
|
| 2013 |
SBCM
2013
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| US$ 1,01 bi | +US$ 111 mi | +12% | 13,9% | 72,3% | 55 | 10,91% | 6 |
|
| 2014 |
2014
ARS Investment Partners
New York
| US$ 1 bi | +US$ 101 mi | +11% | 15,2% | 266% | 174 | 17,24% | 3,2 |
|
| 2015 |
2015
Levin Capital Strategies
New York
| US$ 1 bi | +US$ 75,2 mi | +8% | 7,56% | 91,9% | 305 | 41,97% | 3,4 |
|
| 2016 |
2016
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| US$ 1 bi | +US$ 200 mi | +25% | 9,16% | 94,5% | 26 | 15,38% | 2,1 |
|
| 2017 |
2017
United Asset Strategies
Garden City,
New York
| US$ 1 bi | +US$ 111 mi | +12% | 10,6% | 111% | 253 | 14,23% | 3,4 |
|
| 2018 |
2018
Onex Canada Asset Management
Toronto,
Ontario, Canada
| US$ 1 bi | -US$ 13,2 mi | -1% | 10,1% | 87,8% | 125 | 10,4% | 4 |
|
| 2019 |
2019
Kintegral Advisory
New York
| US$ 1 bi | +US$ 97,1 mi | +11% | 15,2% | 143% | 263 | 1,14% | 3,6 |
|
| 2020 |
2020
Power Corp of Canada
Montreal, Quebec,
Canada
| US$ 1000 mi | +US$ 35,3 mi | +4% | 7,24% | 14,4% | 164 | 98,17% | 1,1 |
|
| 2021 |
2021
Angeles Wealth Management
Santa Monica,
California
| US$ 1000 mi | +US$ 179 mi | +22% | 8,23% | 80,6% | 309 | 20,71% | 1,2 |
|
| 2022 |
2022
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$ 998 mi | +US$ 46,8 mi | +5% | 8,58% | 54,4% | 107 | 40,19% | 1 |
|
| 2023 |
2023
SlateStone Wealth
Jupiter,
Florida
| US$ 996 mi | +US$ 225 mi | +29% | 9,36% | 79,1% | 293 | 21,16% | 2,2 |
|
| 2024 |
2024
Alta Park Capital
San Francisco,
California
| US$ 995 mi | +US$ 22,7 mi | +2% | 14% | 1.071% | 48 | 41,67% | 0,8 |
|
| 2025 |
2025
Regal Partners
Sydney, NSW,
Australia
| US$ 995 mi | +US$ 54,6 mi | +6% | 14,2% | 146% | 60 | 53,33% | 0,6 |
|