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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
Hilltop Holdings
Dallas,
Texas
| US$ 962 mi | +US$ 49,7 mi | +5% | 7,08% | 96,7% | 665 | 22,26% | 2,6 |
|
| 2027 |
2027
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 962 mi | +US$ 92,6 mi | +11% | 11,3% | 92,1% | 508 | 20,28% | 1,7 |
|
| 2028 |
2028
Cortland Associates
St Louis,
Missouri
| US$ 962 mi | +US$ 53,5 mi | +6% | 2,26% | 58,4% | 65 | 6,15% | 4,3 |
|
| 2029 |
2029
Permian Investment Partners
Dallas,
Texas
| US$ 962 mi | -US$ 45,6 mi | -5% | 12,6% | 78,6% | 57 | 85,96% | 0,2 |
|
| 2030 |
2030
Bath Savings Trust
Bath,
Maine
| US$ 962 mi | +US$ 96,7 mi | +11% | 12% | 57,8% | 169 | 8,88% | 4,6 |
|
| 2031 |
2031
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 961 mi | +US$ 72,8 mi | +8% | 9,81% | 124% | 252 | 8,33% | 4,3 |
|
| 2032 |
2032
Journey Strategic Wealth
Summit,
New Jersey
| US$ 961 mi | – | – | 10,4% | 62,2% | 211 | – | 0 |
|
| 2033 |
2033
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$ 958 mi | +US$ 75,5 mi | +9% | 5,94% | 27,9% | 1.157 | 12,53% | 2,4 |
|
| 2034 |
2034
Matthews International Capital Management
San Francisco,
California
| US$ 958 mi | -US$ 692 mi | -42% | 11,4% | 186% | 47 | 29,79% | 2 |
|
| 2035 |
2035
Transform Wealth
Greenwood Village,
Colorado
| US$ 957 mi | +US$ 85,1 mi | +10% | 11,7% | 48,4% | 232 | 9,91% | 2,5 |
|
| 2036 |
2036
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 956 mi | +US$ 57,4 mi | +6% | 10,8% | 28,2% | 161 | 11,8% | 3,9 |
|
| 2037 |
2037
Woodstock Corp
Boston,
Massachusetts
| US$ 955 mi | +US$ 97,5 mi | +11% | 13,4% | 115% | 195 | 7,18% | 5,4 |
|
| 2038 |
2038
Graypoint LLC
Albany,
New York
| US$ 954 mi | +US$ 140 mi | +17% | 9,79% | 72,8% | 311 | 15,76% | 1,1 |
|
| 2039 |
2039
Growth Interface Management
Orlando,
Florida
| US$ 954 mi | +US$ 45 mi | +5% | 8,75% | 12% | 10 | 10% | 1,6 |
|
| 2040 |
2040
Segment Wealth Management
Houston,
Texas
| US$ 953 mi | +US$ 111 mi | +13% | 10,6% | 108% | 266 | 18,05% | 3,4 |
|
| 2041 |
2041
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 953 mi | +US$ 89,3 mi | +10% | 12,3% | 70% | 60 | 1,67% | 5,7 |
|
| 2042 |
2042
Principle Wealth Partners
Madison,
Connecticut
| US$ 952 mi | +US$ 86,3 mi | +10% | 9,61% | 90,7% | 330 | 10,3% | 1,6 |
|
| 2043 |
2043
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 952 mi | +US$ 58,6 mi | +7% | 7,28% | 24% | 289 | 15,22% | 3,6 |
|
| 2044 |
2044
Poplar Forest Capital
Pasadena,
California
| US$ 952 mi | -US$ 22,3 mi | -2% | 7,96% | 30% | 89 | 46,07% | 4 |
|
| 2045 |
2045
Pier Capital
Stamford,
Connecticut
| US$ 948 mi | -US$ 16,6 mi | -2% | 2,42% | 223% | 131 | 23,66% | 1,6 |
|
| 2046 |
2046
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$ 948 mi | +US$ 78,6 mi | +9% | 8,95% | 112% | 414 | 22,95% | 2 |
|
| 2047 |
2047
Arch Venture Management
Chicago,
Illinois
| US$ 945 mi | – | – | 12,4% | 228% | 9 | – | 0,3 |
|
| 2048 |
2048
First Business Financial Services
Madison,
Wisconsin
| US$ 945 mi | +US$ 71,1 mi | +8% | 6,98% | 80,9% | 174 | 12,64% | 2,7 |
|
| 2049 |
2049
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 945 mi | +US$ 36,7 mi | +4% | 5,78% | 38,3% | 1.181 | 11,94% | 1,9 |
|
| 2050 |
2050
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 944 mi | +US$ 26,5 mi | +3% | 7,36% | 28,6% | 338 | 10,36% | 2,2 |
|