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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)
Wealthquest
2001
Wealthquest
Ohio
US$ 1,25 bi -US$ 14 mi -1% 6,44% 52,1% 137 66,42% 4,9
Headlands Technologies
2002
Headlands Technologies
Illinois
US$ 1,25 bi +US$ 417 mi +50% 15% 158% 1.358 72,16% 0,5
Stadion Money Management
2003
Stadion Money Management
Georgia
US$ 1,25 bi +US$ 33,7 mi +3% 6,43% 55,3% 26 7,69% 3,1
Rockwood Wealth Management
2004
Rockwood Wealth Management
Pennsylvania
US$ 1,25 bi +US$ 115 mi +10% 5,83% 52,6% 115 13,91% 2,2
Verity & Verity
2005
Verity & Verity
South Carolina
US$ 1,25 bi +US$ 86,1 mi +7% 6,93% 90,4% 139 7,91% 4,8
Petredis Investment Advisors
2006
Petredis Investment Advisors
Pennsylvania
US$ 1,25 bi +US$ 105 mi +9% 9,86% 158% 113 8,85% 2,2
United Asset Strategies
2007
United Asset Strategies
New York
US$ 1,25 bi +US$ 75,7 mi +6% 7,69% 94,6% 252 5,95% 4
Sprucegrove Investment Management
2008
Sprucegrove Investment Management
Ontario, Canada
US$ 1,25 bi +US$ 8,19 mi +0,7% 5,41% 45,5% 43 4,65% 5,1
Vivo Capital
2009
Vivo Capital
California
US$ 1,24 bi +US$ 266 mi +27% 75% 7.491% 50 22% 1,9
Hikari Power
2010
Hikari Power
Japan
US$ 1,24 bi +US$ 40,7 mi +3% 4,3% 53,5% 64 3,13% 6,8
McDaniel Terry & Co
2011
McDaniel Terry & Co
Texas
US$ 1,24 bi +US$ 20,8 mi +2% 4,6% 57,9% 92 3,26% 6,5
IAIM
2012
International Assets Investment Management
Florida
US$ 1,24 bi +US$ 2,48 mi +0,2% 8,07% 88,5% 866 6,12% 2,1
Atika Capital Management
2013
Atika Capital Management
New York
US$ 1,24 bi +US$ 242 mi +24% 24,6% 811% 98 47,96% 1,1
Gemmer Asset Management
2014
Gemmer Asset Management
California
US$ 1,24 bi +US$ 114 mi +10% 8,56% 96,8% 177 11,3% 5
First Heartland Consultants
2015
First Heartland Consultants
Missouri
US$ 1,24 bi +US$ 115 mi +10% 6,21% 59,2% 549 13,11% 3,3
LLL
2016
Lynrock Lake LP
New York
US$ 1,24 bi +US$ 106 mi +9% 12,3% 21,2% 29 3,45% 2,1
Fairholme Capital Management
2017
Fairholme Capital Management
Florida
US$ 1,24 bi +US$ 11,9 mi +1% 3,53% 36,2% 12 0% 3,4
Trust Point Inc
2018
Trust Point Inc
Wisconsin
US$ 1,24 bi +US$ 178 mi +17% 7,29% 82,6% 489 22,9% 1,2
LGT Fund Management
2019
LGT Fund Management
Liechtenstein
US$ 1,24 bi +US$ 93 mi +8% 7,66% 121% 249 12,85% 1,6
Hilton Capital Management
2020
Hilton Capital Management
New York
US$ 1,24 bi -US$ 17,6 mi -1% 6,02% 58,2% 183 13,11% 2,4
KPF
2021
K2 Principal Fund
Ontario, Canada
US$ 1,23 bi +US$ 506 mi +70% 17,7% 76,5% 438 45,21% 0,4
Seven Grand Managers
2022
Seven Grand Managers
New York
US$ 1,23 bi +US$ 397 mi +48% 16,6% 281% 113 57,52% 0,3
Galvin Gaustad & Stein
2023
Galvin Gaustad & Stein
Arizona
US$ 1,23 bi +US$ 70,4 mi +6% 5,98% 60,7% 210 10,95% 3
XML Financial
2024
XML Financial
Maryland
US$ 1,23 bi +US$ 72,7 mi +6% 8,92% 69,5% 426 15,73% 3,2
Kopernik Global Investors
2025
Kopernik Global Investors
Florida
US$ 1,23 bi +US$ 316 mi +35% 24,8% 128% 31 19,35% 3,5