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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
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 1,31 bi | -US$ 14,1 mi | -1% | 1,27% | 59,2% | 579 | 17,62% | 3,5 |
|
| 2002 |
2002
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 1,31 bi | -US$ 33,1 mi | -2% | 1,48% | 85,4% | 2.800 | 8,25% | 4,6 |
|
| 2003 |
2003
Clear Creek Financial Management
Silverdale,
Washington
| US$ 1,3 bi | +US$ 79,3 mi | +6% | 0,87% | 86,1% | 658 | 19,3% | 2 |
|
| 2004 |
2004
Sherman Porfolios
Coeur D'alene,
Idaho
| US$ 1,3 bi | -US$ 163 mi | -11% | 3,36% | – | 175 | 54,86% | 0,4 |
|
| 2005 |
2005
Himension Capital (Singapore)
Singapore
| US$ 1,3 bi | -US$ 318 mi | -20% | 5,9% | 492% | 155 | 51,61% | 0,6 |
|
| 2006 |
2006
Silver Point Capital
Greenwich,
Connecticut
| US$ 1,3 bi | -US$ 918 mi | -41% | 3,61% | 108% | 22 | 31,82% | 1,6 |
|
| 2007 |
2007
Payden & Rygel
Los Angeles,
California
| US$ 1,3 bi | -US$ 147 mi | -10% | 2,89% | 113% | 129 | 22,48% | 4,6 |
|
| 2008 |
GPCM
2008
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 1,3 bi | -US$ 193 mi | -13% | 5,56% | 96,1% | 12 | 8,33% | 10,2 |
|
| 2009 |
2009
Private Wealth Partners
Mill Valley,
California
| US$ 1,3 bi | -US$ 113 mi | -8% | 3,42% | 132% | 181 | 12,15% | 4,6 |
|
| 2010 |
2010
Mainstay Capital Management
Grand Blanc,
Michigan
| US$ 1,3 bi | -US$ 8,26 mi | -0,6% | 2,59% | 131% | 155 | 25,81% | 2,5 |
|
| 2011 |
2011
MPM BioImpact
Boston,
Massachusetts
| US$ 1,29 bi | +US$ 421 mi | +48% | 20,4% | 550% | 49 | 38,78% | 0,9 |
|
| 2012 |
2012
Alta Capital Management
Salt Lake City,
Utah
| US$ 1,29 bi | -US$ 210 mi | -14% | 6,77% | 89,2% | 115 | 29,57% | 4,6 |
|
| 2013 |
2013
AH Capital Management
Menlo Park,
California
| US$ 1,29 bi | -US$ 289 mi | -18% | 1,11% | – | 17 | 29,41% | 1 |
|
| 2014 |
2014
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 1,29 bi | +US$ 35,6 mi | +3% | 8,89% | 170% | 202 | 33,66% | 1,5 |
|
| 2015 |
2015
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$ 1,29 bi | -US$ 21,4 mi | -2% | 1,51% | 39,2% | 218 | 9,17% | 3,6 |
|
| 2016 |
2016
MONECO Advisors
Fairfield,
Connecticut
| US$ 1,29 bi | +US$ 29,7 mi | +2% | 0,23% | 77,7% | 551 | 14,52% | 2,9 |
|
| 2017 |
2017
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,29 bi | -US$ 42,2 mi | -3% | 0,56% | 80% | 761 | 12,61% | 3,7 |
|
| 2018 |
2018
Crédit Industriel et Commercial
Paris France,
France
| US$ 1,28 bi | -US$ 17,4 mi | -1% | 2,77% | – | 453 | 44,81% | 0,6 |
|
| 2019 |
2019
RVW Wealth
Los Angeles,
California
| US$ 1,28 bi | -US$ 25,6 mi | -2% | 2,08% | 65,8% | 193 | 15,03% | 3,4 |
|
| 2020 |
2020
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| US$ 1,28 bi | -US$ 174 mi | -12% | 1,75% | 155% | 574 | 51,39% | 1,2 |
|
| 2021 |
2021
Nilsine Partners
Greenwood Village,
Colorado
| US$ 1,28 bi | +US$ 125 mi | +11% | 3,77% | 128% | 470 | 26,38% | 1,8 |
|
| 2022 |
2022
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,28 bi | -US$ 49,4 mi | -4% | 1,1% | 114% | 325 | 7,38% | 6,2 |
|
| 2023 |
2023
Sovran Advisors
San Diego,
California
| US$ 1,27 bi | +US$ 97,5 mi | +8% | 1,69% | – | 618 | 17,31% | 0,9 |
|
| 2024 |
2024
Fort Baker Capital Management
Larkspur,
California
| US$ 1,27 bi | +US$ 358 mi | +39% | 4,15% | 46,3% | 166 | 59,04% | 0,2 |
|
| 2025 |
2025
Cozad Asset Management
Champaign,
Illinois
| US$ 1,27 bi | -US$ 16,9 mi | -1% | 0,54% | 132% | 441 | 8,84% | 4,2 |
|