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
Wealthquest
Cincinnati,
Ohio
| US$ 1,25 bi | -US$ 14 mi | -1% | 6,44% | 52,1% | 137 | 66,42% | 4,9 |
|
| 2002 |
2002
Headlands Technologies
Chicago,
Illinois
| US$ 1,25 bi | +US$ 417 mi | +50% | 15% | 158% | 1.358 | 72,16% | 0,5 |
|
| 2003 |
2003
Stadion Money Management
Watkinsville,
Georgia
| US$ 1,25 bi | +US$ 33,7 mi | +3% | 6,43% | 55,3% | 26 | 7,69% | 3,1 |
|
| 2004 |
2004
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 1,25 bi | +US$ 115 mi | +10% | 5,83% | 52,6% | 115 | 13,91% | 2,2 |
|
| 2005 |
2005
Verity & Verity
Beaufort,
South Carolina
| US$ 1,25 bi | +US$ 86,1 mi | +7% | 6,93% | 90,4% | 139 | 7,91% | 4,8 |
|
| 2006 |
2006
Petredis Investment Advisors
Warrendale,
Pennsylvania
| US$ 1,25 bi | +US$ 105 mi | +9% | 9,86% | 158% | 113 | 8,85% | 2,2 |
|
| 2007 |
2007
United Asset Strategies
Garden City,
New York
| US$ 1,25 bi | +US$ 75,7 mi | +6% | 7,69% | 94,6% | 252 | 5,95% | 4 |
|
| 2008 |
2008
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$ 1,25 bi | +US$ 8,19 mi | +0,7% | 5,41% | 45,5% | 43 | 4,65% | 5,1 |
|
| 2009 |
2009
Vivo Capital
Palo Alto,
California
| US$ 1,24 bi | +US$ 266 mi | +27% | 75% | 7.491% | 50 | 22% | 1,9 |
|
| 2010 |
2010
Hikari Power
Tokyo,
Japan
| US$ 1,24 bi | +US$ 40,7 mi | +3% | 4,3% | 53,5% | 64 | 3,13% | 6,8 |
|
| 2011 |
2011
McDaniel Terry & Co
Austin,
Texas
| US$ 1,24 bi | +US$ 20,8 mi | +2% | 4,6% | 57,9% | 92 | 3,26% | 6,5 |
|
| 2012 |
IAIM
2012
International Assets Investment Management
Orlando,
Florida
| US$ 1,24 bi | +US$ 2,48 mi | +0,2% | 8,07% | 88,5% | 866 | 6,12% | 2,1 |
|
| 2013 |
2013
Atika Capital Management
New York
| US$ 1,24 bi | +US$ 242 mi | +24% | 24,6% | 811% | 98 | 47,96% | 1,1 |
|
| 2014 |
2014
Gemmer Asset Management
Walnut Creek,
California
| US$ 1,24 bi | +US$ 114 mi | +10% | 8,56% | 96,8% | 177 | 11,3% | 5 |
|
| 2015 |
2015
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 1,24 bi | +US$ 115 mi | +10% | 6,21% | 59,2% | 549 | 13,11% | 3,3 |
|
| 2016 |
LLL
2016
Lynrock Lake LP
Rye Brook,
New York
| US$ 1,24 bi | +US$ 106 mi | +9% | 12,3% | 21,2% | 29 | 3,45% | 2,1 |
|
| 2017 |
2017
Fairholme Capital Management
South Miami,
Florida
| US$ 1,24 bi | +US$ 11,9 mi | +1% | 3,53% | 36,2% | 12 | 0% | 3,4 |
|
| 2018 |
2018
Trust Point Inc
La Crosse,
Wisconsin
| US$ 1,24 bi | +US$ 178 mi | +17% | 7,29% | 82,6% | 489 | 22,9% | 1,2 |
|
| 2019 |
2019
LGT Fund Management
Vaduz,
Liechtenstein
| US$ 1,24 bi | +US$ 93 mi | +8% | 7,66% | 121% | 249 | 12,85% | 1,6 |
|
| 2020 |
2020
Hilton Capital Management
Garden City,
New York
| US$ 1,24 bi | -US$ 17,6 mi | -1% | 6,02% | 58,2% | 183 | 13,11% | 2,4 |
|
| 2021 |
KPF
2021
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 1,23 bi | +US$ 506 mi | +70% | 17,7% | 76,5% | 438 | 45,21% | 0,4 |
|
| 2022 |
2022
Seven Grand Managers
Bronxville,
New York
| US$ 1,23 bi | +US$ 397 mi | +48% | 16,6% | 281% | 113 | 57,52% | 0,3 |
|
| 2023 |
2023
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,23 bi | +US$ 70,4 mi | +6% | 5,98% | 60,7% | 210 | 10,95% | 3 |
|
| 2024 |
2024
XML Financial
Bethesda,
Maryland
| US$ 1,23 bi | +US$ 72,7 mi | +6% | 8,92% | 69,5% | 426 | 15,73% | 3,2 |
|
| 2025 |
2025
Kopernik Global Investors
Tampa,
Florida
| US$ 1,23 bi | +US$ 316 mi | +35% | 24,8% | 128% | 31 | 19,35% | 3,5 |
|