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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, 2.067 fundos (~23%) 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)
Rothschild & Co Wealth Management (UK)
51
Rothschild & Co Wealth Management (UK)
United Kingdom
US$ 7,17 bi +US$ 240 mi +3% 2,9% 41,7% 28 21,43% 5,7
Gradient Investments
52
Gradient Investments
Minnesota
US$ 7 bi -US$ 248 mi -3% 1,18% 67,6% 490 15,31% 3,7
Quilter Plc
53
Quilter Plc
United Kingdom
US$ 6,95 bi +US$ 303 mi +5% 7,94% 136% 135 8,89% 4,7
First Citizens Bank & Trust
54
First Citizens Bank & Trust
North Carolina
US$ 6,73 bi +US$ 39,9 mi +0,6% 1,94% 69% 783 27,33% 3,5
Diversify Wealth Management
55
Diversify Wealth Management
Utah
US$ 6,69 bi +US$ 705 mi +12% 2,29% – 1.384 12,28% 1
Diversify Advisory Services
56
Diversify Advisory Services
Utah
US$ 6,69 bi +US$ 705 mi +12% 2,29% – 1.384 12,28% 0,5
Eastern Bank
57
Eastern Bank
Massachusetts
US$ 6,58 bi +US$ 47,8 mi +0,7% 2,67% 102% 1.145 12,66% 2,5
Perpetual Ltd
58
Perpetual Ltd
Australia
US$ 6,57 bi -US$ 433 mi -6% 1,6% 104% 441 16,33% 3,1
Louisiana State Employees Retirement System
59
Louisiana State Employees Retirement System
Louisiana
US$ 6,56 bi -US$ 182 mi -3% 2,19% 157% 1.550 3,61% 8,8
Mission Wealth Management
60
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
61
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
62
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
63
Confluence Investment Management
Missouri
US$ 5,97 bi -US$ 433 mi -7% 1,67% 37,7% 310 11,61% 4,7
Wealthcare Advisory Partners
64
Wealthcare Advisory Partners
Pennsylvania
US$ 5,9 bi +US$ 624 mi +12% 0,03% 65,6% 1.188 15,24% 3,4
IFP Advisors
65
IFP Advisors
Florida
US$ 5,86 bi +US$ 322 mi +6% 1,54% 80,6% 5.449 9,8% 3,9
Montrusco Bolton Investments
66
Montrusco Bolton Investments
Quebec, Canada
US$ 5,77 bi -US$ 685 mi -11% 5,39% 101% 91 18,68% 3,4
Wedge Capital Management
67
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
68
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)
69
DePrince Race & Zollo Inc (DRZ)
Florida
US$ 5,66 bi -US$ 302 mi -5% 4,35% 58% 216 21,76% 2,4
Independent Financial Group
70
Independent Financial Group
California
US$ 5,51 bi +US$ 165 mi +3% 2,46% 149% 1.700 16,18% 2,7
Japan Science & Technology Agency
71
Japan Science & Technology Agency
Japan
US$ 5,51 bi +US$ 225 mi +4% 2,34% 16% 13 7,69% 2,1
Bank Pictet & Cie (Europe)
72
Bank Pictet & Cie (Europe)
Germany
US$ 5,31 bi +US$ 190 mi +4% 7,17% 119% 221 14,93% 4,2
Orgel Wealth Management
73
Orgel Wealth Management
Wisconsin
US$ 5,3 bi +US$ 22,9 mi +0,4% 1,51% 39,6% 118 10,17% 3,7
Avanza Fonder
74
Avanza Fonder
Sweden
US$ 5,23 bi +US$ 633 mi +14% 4,85% – 458 0,44% 1,5
Gulf International Bank (UK)
75
Gulf International Bank (UK)
United Kingdom
US$ 5,19 bi +US$ 115 mi +2% 5% 152% 570 4,91% 9,7