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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 1,46 bi | +US$ 247 mi | +20% | 26,7% | 229% | 43 | 6,98% | 4 |
|
| 2027 |
2027
Harvey Partners
Tarrytown,
New York
| US$ 1,46 bi | +US$ 204 mi | +16% | 34,1% | 174% | 53 | 20,75% | 2,3 |
|
| 2028 |
2028
CapWealth Advisors
Franklin,
Tennessee
| US$ 1,46 bi | +US$ 110 mi | +8% | 12,1% | 152% | 126 | 12,7% | 5,3 |
|
| 2029 |
FC
2029
FORA Capital
Miami,
Florida
| US$ 1,46 bi | +US$ 91,8 mi | +7% | 29,1% | 162% | 583 | 69,98% | 0,2 |
|
| 2030 |
2030
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,46 bi | +US$ 177 mi | +14% | 18,3% | 103% | 328 | 9,15% | 6,2 |
|
| 2031 |
2031
Chai Trust Company
Chicago,
Illinois
| US$ 1,45 bi | +US$ 273 mi | +23% | 14,1% | 12,7% | 12 | 8,33% | 5,5 |
|
| 2032 |
2032
Verity & Verity
Beaufort,
South Carolina
| US$ 1,45 bi | +US$ 111 mi | +8% | 15,5% | 76,4% | 143 | 6,99% | 5,2 |
|
| 2033 |
2033
SHP Wealth Management
Plymouth,
Massachusetts
| US$ 1,45 bi | +US$ 128 mi | +10% | 13,5% | – | 2.100 | 19,19% | 0,4 |
|
| 2034 |
2034
Danmarks Nationalbank
Copenhagen O,
| US$ 1,45 bi | +US$ 249 mi | +21% | 15% | – | 1 | 0% | 0,5 |
|
| 2035 |
2035
Baring Fintech Manager Holding
Castel,
Guernsey
| US$ 1,45 bi | +US$ 113 mi | +8% | 17% | – | 1 | 0% | 1,5 |
|
| 2036 |
2036
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,45 bi | +US$ 92,7 mi | +7% | 12,9% | 93,8% | 177 | 15,82% | 6,4 |
|
| 2037 |
2037
Nilsine Partners
Greenwood Village,
Colorado
| US$ 1,45 bi | +US$ 167 mi | +13% | 26,9% | 117% | 450 | 12% | 1,9 |
|
| 2038 |
2038
Weitz Investment Management
Omaha,
Nebraska
| US$ 1,44 bi | +US$ 11,7 mi | +0,8% | 8,79% | 36,1% | 52 | 9,62% | 6,1 |
|
| 2039 |
SS
2039
STG Securities
New York
| US$ 1,44 bi | – | – | 18,5% | – | 501 | – | 0 |
|
| 2040 |
2040
Fort Point Capital Partners
San Francisco,
California
| US$ 1,44 bi | +US$ 616 mi | +75% | 12% | 62,2% | 262 | 17,18% | 3,9 |
|
| 2041 |
2041
One Day In July LLC
Burlington,
Vermont
| US$ 1,44 bi | +US$ 189 mi | +15% | 11,3% | 43,1% | 174 | 16,09% | 3,2 |
|
| 2042 |
2042
Inspire Advisors
Meridian,
Idaho
| US$ 1,44 bi | +US$ 210 mi | +17% | 14,6% | 60,2% | 825 | 31,52% | 1,2 |
|
| 2043 |
2043
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,44 bi | +US$ 150 mi | +12% | 16% | 80% | 830 | 15,9% | 3,5 |
|
| 2044 |
2044
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| US$ 1,44 bi | -US$ 116 mi | -7% | 21,8% | 79,2% | 38 | 31,58% | 2,9 |
|
| 2045 |
2045
Clean Energy Transition
London,
United Kingdom
| US$ 1,44 bi | -US$ 101 mi | -7% | 21,6% | 129% | 17 | 29,41% | 1,5 |
|
| 2046 |
2046
Soma Equity Partners
San Francisco,
California
| US$ 1,44 bi | +US$ 79,5 mi | +6% | 35,6% | 151% | 30 | 53,33% | 1 |
|
| 2047 |
UA
2047
Unison Advisors
Washington,
District of Columbia
| US$ 1,43 bi | +US$ 116 mi | +9% | 9,18% | 54,6% | 185 | 11,89% | 3,6 |
|
| 2048 |
2048
Harbor Investment Advisory
Lutherville,
Maryland
| US$ 1,43 bi | +US$ 163 mi | +13% | 15% | 97,5% | 1.388 | 16,35% | 3,8 |
|
| 2049 |
2049
Value Partners Investments
Winnipeg,
Manitoba, Canada
| US$ 1,43 bi | +US$ 121 mi | +9% | 9,35% | 33,9% | 110 | 10% | 2,8 |
|
| 2050 |
2050
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,43 bi | +US$ 188 mi | +15% | 26,5% | 87,2% | 141 | 8,51% | 6,6 |
|