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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
WBH Advisory
Baltimore,
Maryland
| US$ 749 mi | -US$ 65,2 mi | -8% | 12,7% | 57,6% | 326 | 12,27% | 5 |
|
| 2027 |
2027
Charles-Lim Capital
Central,
Hong Kong
| US$ 748 mi | -US$ 191 mi | -20% | 28,3% | 4,44% | 11 | 54,55% | 1,9 |
|
| 2028 |
2028
James Investment Research
Alpha,
Ohio
| US$ 747 mi | -US$ 206 mi | -22% | 11,4% | 110% | 562 | 18,51% | 3,4 |
|
| 2029 |
2029
Journey Strategic Wealth
Summit,
New Jersey
| US$ 747 mi | -US$ 170 mi | -19% | 16,1% | 62,2% | 228 | 63,16% | 0,3 |
|
| 2030 |
2030
Jacobs & Co
San Francisco,
California
| US$ 747 mi | -US$ 156 mi | -17% | 12,6% | 105% | 125 | 6,4% | 6,3 |
|
| 2031 |
2031
GeoWealth Management
Chicago,
Illinois
| US$ 747 mi | -US$ 391 mi | -34% | 11,4% | 58% | 419 | 27,21% | 1,2 |
|
| 2032 |
2032
RVW Wealth
Los Angeles,
California
| US$ 746 mi | -US$ 119 mi | -14% | 13,3% | 65,8% | 150 | 24% | 1,8 |
|
| 2033 |
2033
Chai Trust Company
Chicago,
Illinois
| US$ 746 mi | -US$ 151 mi | -17% | 8,49% | 12,7% | 34 | 29,41% | 3,3 |
|
| 2034 |
2034
Hazelview Securities
Toronto,
Ontario, Canada
| US$ 745 mi | -US$ 27 mi | -3% | 17% | – | 27 | 11,11% | 1,8 |
|
| 2035 |
2035
Nations Financial Group
Cedar Rapids,
Iowa
| US$ 745 mi | -US$ 87,4 mi | -10% | 12,8% | 105% | 572 | 18,71% | 2,1 |
|
| 2036 |
2036
Quadrant Capital Group
Cincinnati,
Ohio
| US$ 744 mi | -US$ 81,5 mi | -10% | 13,9% | 118% | 2.869 | 14,6% | 3,8 |
|
| 2037 |
2037
Crestview Partners II
New York
| US$ 744 mi | -US$ 152 mi | -17% | 17% | 157% | 3 | 0% | 3,7 |
|
| 2038 |
2038
Executive Wealth Management
Brighton,
Michigan
| US$ 744 mi | -US$ 178 mi | -19% | 9,46% | 18,4% | 208 | 22,12% | 2,1 |
|
| 2039 |
2039
Kahn Brothers Group
New York
| US$ 743 mi | -US$ 44,8 mi | -6% | 5,2% | 53,4% | 46 | 2,17% | 5,2 |
|
| 2040 |
2040
First Business Financial Services
Madison,
Wisconsin
| US$ 742 mi | -US$ 162 mi | -18% | 14,4% | 74% | 185 | 21,62% | 3,2 |
|
| 2041 |
2041
DigitalBridge Group
Boca Raton,
Florida
| US$ 742 mi | -US$ 57,7 mi | -7% | 12% | 161% | 58 | 22,41% | 1 |
|
| 2042 |
2042
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 742 mi | -US$ 107 mi | -13% | 14,2% | 73,7% | 201 | 15,92% | 3 |
|
| 2043 |
2043
Tanglewood Wealth Management
Houston,
Texas
| US$ 741 mi | +US$ 75,3 mi | +11% | 10,1% | 64,6% | 37 | 37,84% | 2,1 |
|
| 2044 |
2044
Marathon Asset Management (New York)
New York
| US$ 741 mi | +US$ 349 mi | +89% | 22,6% | 490% | 25 | 36% | 1,1 |
|
| 2045 |
2045
Landscape Capital Management
Englewood,
New Jersey
| US$ 740 mi | -US$ 45,1 mi | -6% | 15,2% | 92,5% | 1.123 | 34,55% | 0,6 |
|
| 2046 |
2046
Redwood Capital Management
New York
| US$ 739 mi | -US$ 382 mi | -34% | 23,1% | 313% | 46 | 10,87% | 2,5 |
|
| 2047 |
2047
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 738 mi | -US$ 119 mi | -14% | 16,4% | 68,6% | 1 | 0% | 5,5 |
|
| 2048 |
2048
TD Capital Management
Memphis,
Tennessee
| US$ 738 mi | -US$ 100 mi | -12% | 10,5% | 40,5% | 95 | 13,68% | 5,3 |
|
| 2049 |
2049
Nottingham Advisors
Amherst,
New York
| US$ 737 mi | -US$ 106 mi | -13% | 12% | 44,3% | 145 | 17,24% | 3,9 |
|
| 2050 |
2050
Discerene Group
Stamford,
Connecticut
| US$ 737 mi | -US$ 47 mi | -6% | 4,24% | 48,6% | 16 | 6,25% | 1,3 |
|