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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)
Hilltop Holdings
2026
Hilltop Holdings
Texas
US$ 962 mi +US$ 49,7 mi +5% 7,08% 96,7% 665 22,26% 2,6
Mount Yale Investment Advisors
2027
Mount Yale Investment Advisors
Colorado
US$ 962 mi +US$ 92,6 mi +11% 11,3% 92,1% 508 20,28% 1,7
Cortland Associates
2028
Cortland Associates
Missouri
US$ 962 mi +US$ 53,5 mi +6% 2,26% 58,4% 65 6,15% 4,3
Permian Investment Partners
2029
Permian Investment Partners
Texas
US$ 962 mi -US$ 45,6 mi -5% 12,6% 78,6% 57 85,96% 0,2
Bath Savings Trust
2030
Bath Savings Trust
Maine
US$ 962 mi +US$ 96,7 mi +11% 12% 57,8% 169 8,88% 4,6
Beese Fulmer Investment Management
2031
Beese Fulmer Investment Management
Ohio
US$ 961 mi +US$ 72,8 mi +8% 9,81% 124% 252 8,33% 4,3
Journey Strategic Wealth
2032
Journey Strategic Wealth
New Jersey
US$ 961 mi – – 10,4% 62,2% 211 – 0
BerganKDV Wealth Management
2033
BerganKDV Wealth Management
Minnesota
US$ 958 mi +US$ 75,5 mi +9% 5,94% 27,9% 1.157 12,53% 2,4
Matthews International Capital Management
2034
Matthews International Capital Management
California
US$ 958 mi -US$ 692 mi -42% 11,4% 186% 47 29,79% 2
Transform Wealth
2035
Transform Wealth
Colorado
US$ 957 mi +US$ 85,1 mi +10% 11,7% 48,4% 232 9,91% 2,5
Eagle Ridge Investment Management
2036
Eagle Ridge Investment Management
Connecticut
US$ 956 mi +US$ 57,4 mi +6% 10,8% 28,2% 161 11,8% 3,9
Woodstock Corp
2037
Woodstock Corp
Massachusetts
US$ 955 mi +US$ 97,5 mi +11% 13,4% 115% 195 7,18% 5,4
Graypoint LLC
2038
Graypoint LLC
New York
US$ 954 mi +US$ 140 mi +17% 9,79% 72,8% 311 15,76% 1,1
Growth Interface Management
2039
Growth Interface Management
Florida
US$ 954 mi +US$ 45 mi +5% 8,75% 12% 10 10% 1,6
Segment Wealth Management
2040
Segment Wealth Management
Texas
US$ 953 mi +US$ 111 mi +13% 10,6% 108% 266 18,05% 3,4
Henry H. Armstrong Associates
2041
Henry H. Armstrong Associates
Pennsylvania
US$ 953 mi +US$ 89,3 mi +10% 12,3% 70% 60 1,67% 5,7
Principle Wealth Partners
2042
Principle Wealth Partners
Connecticut
US$ 952 mi +US$ 86,3 mi +10% 9,61% 90,7% 330 10,3% 1,6
Dubuque Bank & Trust
2043
Dubuque Bank & Trust
Iowa
US$ 952 mi +US$ 58,6 mi +7% 7,28% 24% 289 15,22% 3,6
Poplar Forest Capital
2044
Poplar Forest Capital
California
US$ 952 mi -US$ 22,3 mi -2% 7,96% 30% 89 46,07% 4
Pier Capital
2045
Pier Capital
Connecticut
US$ 948 mi -US$ 16,6 mi -2% 2,42% 223% 131 23,66% 1,6
Dakota Wealth Management
2046
Dakota Wealth Management
Florida
US$ 948 mi +US$ 78,6 mi +9% 8,95% 112% 414 22,95% 2
Arch Venture Management
2047
Arch Venture Management
Illinois
US$ 945 mi – – 12,4% 228% 9 – 0,3
First Business Financial Services
2048
First Business Financial Services
Wisconsin
US$ 945 mi +US$ 71,1 mi +8% 6,98% 80,9% 174 12,64% 2,7
BDO Wealth Advisors
2049
BDO Wealth Advisors
Florida
US$ 945 mi +US$ 36,7 mi +4% 5,78% 38,3% 1.181 11,94% 1,9
Keeley-Teton Advisors
2050
Keeley-Teton Advisors
Illinois
US$ 944 mi +US$ 26,5 mi +3% 7,36% 28,6% 338 10,36% 2,2