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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Divulgações em tempo real

As divulgações de carteira referentes a 2026 T3 estão em andamento e serão encerradas em 16 de novembro. Até o momento, 1.584 fundos (~18%) divulgaram suas posições. Os dados abaixo são atualizados em tempo real assim que um fundo envia uma declaração à autoridade reguladora.

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
State of Alaska Department of Revenue
26
State of Alaska Department of Revenue
Alaska
US$ 9,6 bi -US$ 467 mi -5% 3,06% 131% 2.362 12,15% 5,5
Blue Trust Inc
27
Blue Trust Inc
Georgia
US$ 9,5 bi -US$ 34,5 mi -0,4% 0,64% 53% 2.835 24,62% 2,7
Sarasin & Partners
28
Sarasin & Partners
United Kingdom
US$ 8,93 bi +US$ 389 mi +5% 6,02% 95,3% 113 18,58% 3,4
Two Seas Capital
29
Two Seas Capital
New York
US$ 8,68 bi +US$ 3,63 bi +72% 5,94% 344% 55 29,09% 1,3
Ferguson Wellman Capital Management
30
Ferguson Wellman Capital Management
Oregon
US$ 8,38 bi +US$ 191 mi +2% 4,02% 118% 462 11,04% 5,6
Howard Capital Management
31
Howard Capital Management
Georgia
US$ 8,26 bi -US$ 135 mi -2% 1,23% 144% 457 17,72% 1,7
Apella Capital
32
Apella Capital
Connecticut
US$ 7,88 bi +US$ 804 mi +11% 0,17% 48,6% 824 15,29% 2,1
Forum Financial Management
33
Forum Financial Management
Illinois
US$ 7,7 bi -US$ 89 mi -1% 1,33% 56,7% 368 11,41% 3
CLA (CliftonLarsonAllen) Wealth Advisors
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$ 7,66 bi +US$ 49,4 mi +0,6% 1,54% 45,9% 262 11,45% 3,1
Douglas Lane & Associates
35
Douglas Lane & Associates
New York
US$ 7,46 bi +US$ 91,8 mi +1% 8,93% 91,9% 256 6,25% 6,6
Sapient Capital
36
Sapient Capital
Indiana
US$ 7,44 bi -US$ 204 mi -3% 0,57% 212% 418 11,48% 2
Border to Coast Pensions Partnership
37
Border to Coast Pensions Partnership
United Kingdom
US$ 7,27 bi +US$ 482 mi +7% 2,35% 119% 92 5,43% 3,1
Gradient Investments
38
Gradient Investments
Minnesota
US$ 7 bi -US$ 248 mi -3% 1,18% 67,6% 490 15,31% 3,7
First Citizens Bank & Trust
39
First Citizens Bank & Trust
North Carolina
US$ 6,73 bi +US$ 39,9 mi +0,6% 1,94% 69% 783 27,33% 3,5
Eastern Bank
40
Eastern Bank
Massachusetts
US$ 6,58 bi +US$ 47,8 mi +0,7% 2,67% 102% 1.145 12,66% 2,5
Perpetual Ltd
41
Perpetual Ltd
Australia
US$ 6,57 bi -US$ 433 mi -6% 1,6% 104% 441 16,33% 3,1
Mission Wealth Management
42
Mission Wealth Management
California
US$ 6,32 bi -US$ 1,86 bi -23% 2,56% 92,1% 1.084 28,14% 4,1
Annex Advisory Services
43
Annex Advisory Services
Wisconsin
US$ 6,11 bi +US$ 250 mi +4% 0,61% 85,8% 397 15,37% 3,5
Forvis Mazars Wealth Advisors
44
Forvis Mazars Wealth Advisors
Missouri
US$ 6,09 bi +US$ 100 mi +2% 0,43% 68,2% 443 5,87% 5,9
Confluence Investment Management
45
Confluence Investment Management
Missouri
US$ 5,97 bi -US$ 433 mi -7% 1,67% 37,7% 310 11,61% 4,7
IFP Advisors
46
IFP Advisors
Florida
US$ 5,86 bi +US$ 322 mi +6% 1,54% 80,6% 5.449 9,8% 3,9
Montrusco Bolton Investments
47
Montrusco Bolton Investments
Quebec, Canada
US$ 5,77 bi -US$ 685 mi -11% 5,39% 101% 91 18,68% 3,4
Wedge Capital Management
48
Wedge Capital Management
North Carolina
US$ 5,72 bi -US$ 338 mi -6% 3,09% 150% 519 14,26% 3,8
Signature Estate & Investment Advisors
49
Signature Estate & Investment Advisors
California
US$ 5,67 bi +US$ 112 mi +2% 2,75% 84,4% 701 9,27% 2,6
DePrince Race & Zollo Inc (DRZ)
50
DePrince Race & Zollo Inc (DRZ)
Florida
US$ 5,66 bi -US$ 302 mi -5% 4,35% 58% 216 21,76% 2,4