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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)
Galvin Gaustad & Stein
2001
Galvin Gaustad & Stein
Arizona
US$ 1,12 bi -US$ 5,37 mi -0,5% 0,41% 60,7% 199 16,08% 2,8
Leo Wealth LLC
2002
Leo Wealth LLC
Texas
US$ 1,12 bi +US$ 21,6 mi +2% 2,64% – 391 19,69% 0,8
Lyell Wealth Management
2003
Lyell Wealth Management
California
US$ 1,12 bi +US$ 15,8 mi +1% 4,25% 144% 211 7,11% 4,1
CFS Investment Advisory Services
2004
CFS Investment Advisory Services
New Jersey
US$ 1,12 bi -US$ 74,8 mi -6% 1,02% 59,7% 312 12,82% 1,2
Kathmere Capital Management
2005
Kathmere Capital Management
Pennsylvania
US$ 1,12 bi +US$ 48,5 mi +5% 1,11% 68,3% 433 17,09% 1,7
Lakewood Capital Management
2006
Lakewood Capital Management
New York
US$ 1,11 bi -US$ 157 mi -12% 2,49% 45,4% 50 16% 2,3
Y.D. More Investments
2007
Y.D. More Investments
Israel
US$ 1,11 bi +US$ 157 mi +16% 11,1% 309% 482 12,24% 1,3
Campbell Wealth Management
2008
Campbell Wealth Management
Virginia
US$ 1,11 bi -US$ 11,4 mi -1% 0,51% 11,2% 102 36,27% 1,1
BCM
2009
Bares Capital Management
Texas
US$ 1,11 bi +US$ 12,3 mi +1% 13,4% 138% 22 50% 5,7
Syon Capital
2010
Syon Capital
California
US$ 1,11 bi -US$ 19,5 mi -2% 0,49% 74% 604 30,3% 0,8
ARS Investment Partners
2011
ARS Investment Partners
New York
US$ 1,11 bi -US$ 5,82 mi -0,5% 2,01% 260% 191 19,37% 3,4
Gillson Capital
2012
Gillson Capital
Illinois
US$ 1,11 bi +US$ 9,6 mi +0,9% 1,8% 84,9% 91 61,54% 0,3
Founders Financial Securities
2013
Founders Financial Securities
Maryland
US$ 1,11 bi +US$ 25 mi +2% 0,52% 71% 468 15,81% 2,3
Lindbrook Capital
2014
Lindbrook Capital
California
US$ 1,11 bi -US$ 20,5 mi -2% 2,77% 35,8% 2.962 10,9% 3,5
St. Denis J. Villere & Co
2015
St. Denis J. Villere & Co
Louisiana
US$ 1,11 bi -US$ 118 mi -10% 5,26% 44,3% 90 10% 3,9
NYL Investors
2016
NYL Investors
New York
US$ 1,11 bi -US$ 479 mi -30% 2,82% 10,8% 37 10,81% 4,5
TritonPoint Wealth
2017
TritonPoint Wealth
Maryland
US$ 1,1 bi +US$ 10,6 mi +1% 2,68% 92,7% 348 9,77% 0,9
Penobscot Investment Management
2018
Penobscot Investment Management
Massachusetts
US$ 1,1 bi -US$ 10,5 mi -0,9% 2,06% 114% 326 11,66% 5,7
Morningstar Investment Services
2019
Morningstar Investment Services
Illinois
US$ 1,1 bi -US$ 8,7 bi -89% 0,65% 22,4% 408 65,2% 6,2
GDS Wealth Management
2020
GDS Wealth Management
Texas
US$ 1,1 bi +US$ 71,4 mi +7% 0,38% 95,1% 178 11,24% 1,8
Mirabella Financial Services
2021
Mirabella Financial Services
United Kingdom
US$ 1,1 bi -US$ 711 mi -39% 3,84% 86,2% 294 71,77% 0,3
Verity & Verity
2022
Verity & Verity
South Carolina
US$ 1,1 bi +US$ 75,2 mi +7% 0,32% 90,4% 137 19,71% 4,4
RWWM Inc
2023
RWWM Inc
California
US$ 1,09 bi +US$ 12,3 mi +1% 3,81% 40,6% 21 0% 5
Regeneron Pharmaceuticals
2024
Regeneron Pharmaceuticals
New York
US$ 1,09 bi – – 15,7% – 6 – 0
Smith, Moore & Co
2025
Smith, Moore & Co
Missouri
US$ 1,09 bi +US$ 46,9 mi +4% 0,47% 67% 509 13,75% 4,4