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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
Yiheng Capital Management
San Francisco,
California
| US$ 1,08 bi | -US$ 1,52 bi | -59% | 1% | 82% | 27 | 22,22% | 3,3 |
|
| 2002 |
2002
Waterloo Capital
Austin,
Texas
| US$ 1,08 bi | +US$ 127 mi | +13% | 0,35% | 79,8% | 429 | 24,48% | 1,5 |
|
| 2003 |
2003
Vista Equity Partners Management
San Francisco,
California
| US$ 1,08 bi | -US$ 603 mi | -36% | 18% | 3,45% | 3 | 33,33% | 4,1 |
|
| 2004 |
2004
China Universal Asset Management Company
Shanghai,
China
| US$ 1,07 bi | +US$ 5,91 mi | +0,6% | 2,22% | 292% | 509 | 7,07% | 1,8 |
|
| 2005 |
2005
Vicus Capital
State College,
Pennsylvania
| US$ 1,07 bi | -US$ 52,5 mi | -5% | 1,17% | 67% | 255 | 16,08% | 3,6 |
|
| 2006 |
2006
L1 Capital
Melbourne VIC 3000,
Australia
| US$ 1,07 bi | -US$ 95,4 mi | -8% | 5,1% | 127% | 17 | 35,29% | 1,2 |
|
| 2007 |
2007
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,07 bi | -US$ 61 mi | -5% | 2,64% | 64,8% | 202 | 11,88% | 5,2 |
|
| 2008 |
2008
Styrax Capital
New York
| US$ 1,07 bi | -US$ 106 mi | -9% | 0,82% | 310% | 12 | 33,33% | 1,6 |
|
| 2009 |
2009
Generali Investments CEE
Prague,
Czech Republic
| US$ 1,07 bi | +US$ 103 mi | +11% | 0,61% | – | 398 | 15,08% | 0,2 |
|
| 2010 |
2010
XML Financial
Bethesda,
Maryland
| US$ 1,07 bi | -US$ 20,1 mi | -2% | 0,84% | 77,9% | 400 | 17,75% | 3 |
|
| 2011 |
2011
Anchor Investment Management
Columbia,
South Carolina
| US$ 1,07 bi | +US$ 488 mil | +0% | 0,49% | 75,1% | 1.061 | 5,47% | 5,2 |
|
| 2012 |
PWMAG
2012
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,07 bi | +US$ 2,25 mi | +0,2% | 2,21% | 90,7% | 384 | 10,16% | 4,2 |
|
| 2013 |
2013
WBH Advisory
Baltimore,
Maryland
| US$ 1,07 bi | -US$ 5,71 mi | -0,5% | 1,58% | 64,5% | 340 | 9,71% | 6,3 |
|
| 2014 |
2014
Petrus Trust Company
Dallas,
Texas
| US$ 1,07 bi | +US$ 37,9 mi | +4% | 3,86% | 36,9% | 818 | 59,78% | 0,5 |
|
| 2015 |
2015
Armis Advisers
Atlanta,
Georgia
| US$ 1,07 bi | +US$ 253 mi | +31% | 2,07% | – | 468 | 40,38% | 0,2 |
|
| 2016 |
2016
Lyell Wealth Management
Menlo Park,
California
| US$ 1,07 bi | -US$ 45,8 mi | -4% | 5,48% | 144% | 209 | 7,66% | 4,3 |
|
| 2017 |
2017
Needham Investment Management
New York
| US$ 1,07 bi | -US$ 229 mi | -18% | 9,19% | 424% | 157 | 8,92% | 4,6 |
|
| 2018 |
2018
Concentric Capital Strategies
Stamford,
Connecticut
| US$ 1,07 bi | -US$ 1,11 bi | -51% | 0,6% | 165% | 331 | 78,55% | 0,4 |
|
| 2019 |
2019
Strategy Capital
Los Altos,
California
| US$ 1,07 bi | -US$ 163 mi | -13% | 10,2% | 316% | 10 | 0% | 3,3 |
|
| 2020 |
2020
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,06 bi | -US$ 39,2 mi | -4% | 2,59% | 114% | 313 | 7,99% | 5,8 |
|
| 2021 |
2021
RVW Wealth
Los Angeles,
California
| US$ 1,06 bi | -US$ 9,8 mi | -0,9% | 2,38% | 65,8% | 162 | 12,35% | 3 |
|
| 2022 |
2022
Provident Investment Management
Novi,
Michigan
| US$ 1,06 bi | +US$ 13,9 mi | +1% | 2,55% | 90,8% | 80 | 18,75% | 4,5 |
|
| 2023 |
2023
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 1,06 bi | -US$ 62,4 mi | -6% | 2,83% | 76,8% | 179 | 9,5% | 5,1 |
|
| 2024 |
2024
Bangor Savings Bank
Bangor,
Maine
| US$ 1,06 bi | -US$ 6,42 mi | -0,6% | 0,54% | 54,6% | 567 | 9,17% | 3,9 |
|
| 2025 |
2025
Redmile Group
San Francisco,
California
| US$ 1,06 bi | -US$ 377 mi | -26% | 16,2% | 777% | 64 | 15,63% | 3,6 |
|