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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)
Tandem Investment Advisors
2001
Tandem Investment Advisors
South Carolina
US$ 1,49 bi -US$ 547 mi -27% 2,06% 10,4% 87 28,74% 4,9
ProVise Management Group
2002
ProVise Management Group
Florida
US$ 1,49 bi +US$ 101 mi +7% 10,9% 66,8% 286 10,14% 6,9
Mosaic Family Wealth Partners
2003
Mosaic Family Wealth Partners
Missouri
US$ 1,49 bi +US$ 514 mi +53% 14,8% 67,5% 434 34,79% 1,5
Levin Capital Strategies
2004
Levin Capital Strategies
New York
US$ 1,49 bi +US$ 172 mi +13% 12,7% 88,6% 301 35,88% 3,5
Aristotle Capital Boston
2005
Aristotle Capital Boston
Massachusetts
US$ 1,49 bi -US$ 120 mi -7% 17,6% 72,2% 124 5,65% 6,5
Fairholme Capital Management
2006
Fairholme Capital Management
Florida
US$ 1,49 bi -US$ 24,3 mi -2% 0,17% 36,2% 13 23,08% 3,4
Redmile Group
2007
Redmile Group
California
US$ 1,49 bi -US$ 20,6 mi -1% 39,8% 777% 39 10,26% 3,9
Main Management
2008
Main Management
California
US$ 1,49 bi +US$ 114 mi +8% 15,4% 64,1% 107 15,89% 5,4
WBH Advisory
2009
WBH Advisory
Maryland
US$ 1,49 bi +US$ 153 mi +11% 13,3% 57,6% 372 8,33% 6,3
Gemmer Asset Management
2010
Gemmer Asset Management
California
US$ 1,49 bi +US$ 223 mi +18% 29,5% 96,8% 198 18,69% 5
Mark Asset Management
2011
Mark Asset Management
New York
US$ 1,49 bi +US$ 389 mi +35% 51% 325% 49 38,78% 2,7
Titleist Asset Management
2012
Titleist Asset Management
Texas
US$ 1,49 bi +US$ 161 mi +12% 12,9% 101% 434 13,82% 1,7
Petredis Investment Advisors
2013
Petredis Investment Advisors
Pennsylvania
US$ 1,49 bi +US$ 262 mi +21% 33,9% 158% 116 7,76% 2,6
Winthrop Advisory Group
2014
Winthrop Advisory Group
Massachusetts
US$ 1,48 bi +US$ 261 mi +21% 14,9% 78,3% 235 20,85% 3,3
Cantor Fitzgerald Investment Advisors
2015
Cantor Fitzgerald Investment Advisors
New York
US$ 1,48 bi +US$ 127 mi +9% 11,3% 73,4% 185 4,32% 4,2
Transcend Capital Advisors
2016
Transcend Capital Advisors
New Jersey
US$ 1,48 bi +US$ 232 mi +19% 15% 71,6% 865 22,43% 2,2
American Express
2017
American Express
New York
US$ 1,48 bi +US$ 601 mi +68% 68,3% – 1 0% 2,5
Hackensack Meridian Health
2018
Hackensack Meridian Health
New Jersey
US$ 1,48 bi +US$ 421 mi +40% 10,5% 53,4% 7 0% 2,4
Fiduciary Alliance
2019
Fiduciary Alliance
South Carolina
US$ 1,48 bi -US$ 178 mi -11% 13,6% 104% 593 17,54% 1,5
Symmetry Investments
2020
Symmetry Investments
Jersey
US$ 1,48 bi +US$ 566 mi +62% 14,4% 148% 215 72,56% 0,3
NBC Securities
2021
NBC Securities
Alabama
US$ 1,48 bi +US$ 144 mi +11% 16,4% 93,1% 2.756 19,81% 1,6
Hilton Capital Management
2022
Hilton Capital Management
New York
US$ 1,47 bi +US$ 146 mi +11% 9,43% 58,2% 146 19,18% 2,5
Park West Asset Management
2023
Park West Asset Management
California
US$ 1,47 bi +US$ 290 mi +25% 44,1% 181% 65 47,69% 0,9
Partners Group Holding
2024
Partners Group Holding
Switzerland
US$ 1,47 bi +US$ 116 mi +9% 23,5% 23,3% 52 3,85% 4,2
Harbor Capital Advisors
2025
Harbor Capital Advisors
Illinois
US$ 1,47 bi +US$ 232 mi +19% 24,7% 128% 1.266 8,53% 1,5