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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
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,32 bi | -US$ 45 mi | -3% | 4,52% | 101% | 167 | 13,17% | 3,2 |
|
| 2002 |
2002
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,32 bi | -US$ 39,2 mi | -3% | 0,57% | 42,8% | 46 | 17,39% | 4 |
|
| 2003 |
2003
Fusion Family Wealth
Woodbury,
New York
| US$ 1,32 bi | -US$ 15,4 mi | -1% | 2,04% | 62,2% | 47 | 2,13% | 5,3 |
|
| 2004 |
2004
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 1,32 bi | +US$ 79,8 mi | +6% | 1,83% | 59,2% | 571 | 15,06% | 3,3 |
|
| 2005 |
2005
Ardmore Road Asset Management
New York
| US$ 1,32 bi | -US$ 229 mi | -15% | 5,66% | 245% | 103 | 59,22% | 0,3 |
|
| 2006 |
AL
2006
Arnhold LLC
New York
| US$ 1,32 bi | +US$ 123 mi | +10% | 12,9% | 164% | 119 | 6,72% | 4,8 |
|
| 2007 |
2007
Edgar Lomax Company
Kingstowne,
Virginia
| US$ 1,32 bi | +US$ 39,5 mi | +3% | 4,92% | 66,2% | 64 | 9,38% | 5,4 |
|
| 2008 |
OHIF
2008
Oriental Harbor Investment Fund
Hong Kong
| US$ 1,32 bi | +US$ 23,8 mi | +2% | 8,85% | – | 17 | 41,18% | 1 |
|
| 2009 |
2009
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| US$ 1,31 bi | +US$ 159 mi | +14% | 5,31% | 151% | 374 | 20,05% | 1,3 |
|
| 2010 |
2010
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$ 1,31 bi | +US$ 202 mi | +18% | 73,9% | 2.136% | 17 | 23,53% | 2,4 |
|
| 2011 |
2011
Seven Grand Managers
Bronxville,
New York
| US$ 1,31 bi | +US$ 81,9 mi | +7% | 7,79% | 281% | 168 | 58,93% | 0,3 |
|
| 2012 |
2012
Stack Financial Management
Whitefish,
Montana
| US$ 1,31 bi | +US$ 106 mi | +9% | 1,46% | 70% | 59 | 13,56% | 4,8 |
|
| 2013 |
2013
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$ 1,31 bi | +US$ 36,6 mi | +3% | 1,76% | 39,2% | 212 | 6,6% | 3,5 |
|
| 2014 |
2014
DigitalBridge Group
Boca Raton,
Florida
| US$ 1,31 bi | +US$ 56,4 mi | +4% | 5,86% | 161% | 79 | 20,25% | 1,4 |
|
| 2015 |
TA
2015
TCM Advisors
Martinsburg,
West Virginia
| US$ 1,31 bi | +US$ 356 mi | +37% | 1,79% | 56,1% | 65 | 0% | 3,1 |
|
| 2016 |
2016
Magnus Financial Group
New York
| US$ 1,31 bi | +US$ 42,6 mi | +3% | 2,27% | 78,2% | 443 | 13,32% | 3,1 |
|
| 2017 |
2017
RVW Wealth
Los Angeles,
California
| US$ 1,31 bi | +US$ 28,4 mi | +2% | 2,04% | 65,8% | 190 | 12,11% | 3,2 |
|
| 2018 |
2018
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,31 bi | -US$ 5,39 mi | -0,4% | 3,74% | 106% | 710 | 20,56% | 3 |
|
| 2019 |
2019
First Light Asset Management
Edina,
Minnesota
| US$ 1,31 bi | +US$ 247 mi | +23% | 43% | 364% | 47 | 42,55% | 2,1 |
|
| 2020 |
2020
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,31 bi | +US$ 498 mil | +0% | 4,82% | 87,2% | 130 | 6,15% | 6,7 |
|
| 2021 |
2021
Luxor Capital Group
New York
| US$ 1,31 bi | -US$ 819 mi | -39% | 5,01% | 131% | 63 | 33,33% | 1,4 |
|
| 2022 |
2022
American Securities
New York
| US$ 1,31 bi | +US$ 227 mi | +21% | 21,1% | – | 1 | 0% | 1 |
|
| 2023 |
2023
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$ 1,31 bi | -US$ 201 mi | -13% | 38,2% | 507% | 21 | 9,52% | 3,8 |
|
| 2024 |
2024
Mainstay Capital Management
Grand Blanc,
Michigan
| US$ 1,31 bi | +US$ 308 mi | +31% | 9,05% | 131% | 130 | 10,77% | 2,7 |
|
| 2025 |
2025
Styrax Capital
New York
| US$ 1,31 bi | -US$ 54,6 mi | -4% | 10,9% | 310% | 18 | 55,56% | 0,9 |
|