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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
CapWealth Advisors
Franklin,
Tennessee
| US$ 802 mi | -US$ 49,2 mi | -6% | 5,32% | 152% | 112 | 9,82% | 5 |
|
| 2027 |
2027
Central Securities
New York
| US$ 802 mi | +US$ 27,7 mi | +4% | 8,52% | 90,2% | 26 | 0% | 6,7 |
|
| 2028 |
2028
Marcum Wealth
Cleveland,
Ohio
| US$ 801 mi | +US$ 47,3 mi | +6% | 6,54% | 20% | 419 | 12,41% | 1,7 |
|
| 2029 |
2029
WBH Advisory
Baltimore,
Maryland
| US$ 801 mi | – | – | 6,07% | 57,6% | 296 | – | 5,5 |
|
| 2030 |
2030
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$ 801 mi | +US$ 96,7 mi | +14% | 11% | 88,1% | 126 | 14,29% | 1,2 |
|
| 2031 |
2031
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$ 800 mi | -US$ 94,7 mi | -11% | 3,41% | 507% | 36 | 13,89% | 2 |
|
| 2032 |
2032
Narwhal Capital Management
Marietta,
Georgia
| US$ 799 mi | +US$ 47,4 mi | +6% | 7,36% | 93,8% | 168 | 6,55% | 4,8 |
|
| 2033 |
2033
True Link Financial Advisors
San Francisco,
California
| US$ 799 mi | +US$ 61 mi | +8% | 3,27% | 27,3% | 120 | 5% | 1,7 |
|
| 2034 |
2034
Campbell Wealth Management
Alexandria,
Virginia
| US$ 798 mi | +US$ 79,7 mi | +11% | 5,91% | 11,2% | 80 | 16,25% | 2,2 |
|
| 2035 |
2035
Condor Capital Management
Martinsville,
New Jersey
| US$ 797 mi | -US$ 3,7 mi | -0,5% | 6,4% | 58,2% | 261 | 29,89% | 4,2 |
|
| 2036 |
2036
First Business Financial Services
Madison,
Wisconsin
| US$ 797 mi | +US$ 52,6 mi | +7% | 5,46% | 80,9% | 171 | 6,43% | 3,6 |
|
| 2037 |
2037
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 794 mi | +US$ 160 mi | +25% | 11,1% | – | 637 | 26,37% | 0,9 |
|
| 2038 |
2038
Longbow Finance
Lutry,
Switzerland
| US$ 794 mi | +US$ 51,7 mi | +7% | 8,35% | 162% | 70 | 32,86% | 0,2 |
|
| 2039 |
2039
First Nebraska Trust
Lincoln,
Nebraska
| US$ 794 mi | +US$ 26,2 mi | +3% | 5,04% | 76,9% | 172 | 5,81% | 5,8 |
|
| 2040 |
2040
Bridgeworth
Birmingham,
Alabama
| US$ 793 mi | +US$ 165 mi | +26% | 5,06% | 19,3% | 173 | 14,45% | 3 |
|
| 2041 |
2041
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 793 mi | +US$ 20,2 mi | +3% | 8,17% | 58,8% | 50 | 14% | 4,1 |
|
| 2042 |
2042
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 792 mi | +US$ 43,8 mi | +6% | 6,6% | 76,8% | 135 | 6,67% | 5,1 |
|
| 2043 |
2043
MMBG Investment Advisors
Miami,
Florida
| US$ 789 mi | +US$ 33,8 mi | +4% | 21,1% | 118% | 168 | 9,52% | 1,1 |
|
| 2044 |
2044
Governors Lane
New York
| US$ 789 mi | -US$ 181 mi | -19% | 12,9% | 133% | 139 | 60,43% | 0,9 |
|
| 2045 |
2045
Gladstone Capital Management
London,
United Kingdom
| US$ 787 mi | +US$ 13,2 mi | +2% | 24,7% | 304% | 19 | 42,11% | 1,5 |
|
| 2046 |
2046
Soltis Investment Advisors
St. George,
Utah
| US$ 786 mi | +US$ 26,4 mi | +3% | 3,57% | 95,1% | 278 | 16,19% | 2 |
|
| 2047 |
2047
Inspire Investing
Meridian,
Idaho
| US$ 786 mi | +US$ 8,74 mi | +1% | 6,47% | 107% | 806 | 10,92% | 1,8 |
|
| 2048 |
WMC
2048
Westwood Management Corporation
Chicago,
Illinois
| US$ 786 mi | +US$ 43,5 mi | +6% | 19,8% | 44,3% | 72 | 5,56% | 5 |
|
| 2049 |
2049
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 786 mi | +US$ 79,8 mi | +11% | 7,25% | 79% | 102 | 10,78% | 4,1 |
|
| 2050 |
2050
CoreView Capital Management
Hong Kong
| US$ 785 mi | +US$ 135 mi | +21% | 18,1% | 50,9% | 13 | 30,77% | 0,9 |
|