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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
AltraVue Capital
Bellevue,
Washington
| US$ 850 mi | +US$ 17,3 mi | +2% | 7,6% | 221% | 30 | 3,33% | 3,2 |
|
| 2027 |
2027
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$ 850 mi | +US$ 48,9 mi | +6% | 9,34% | 88,1% | 123 | 9,76% | 1,4 |
|
| 2028 |
2028
Creative Financial Designs
Kokomo,
Indiana
| US$ 850 mi | +US$ 86 mi | +11% | 4,36% | 56,2% | 1.525 | 12,2% | 2,5 |
|
| 2029 |
2029
Banc Funds Company
Chicago,
Illinois
| US$ 849 mi | -US$ 87,3 mi | -9% | 4,35% | 69% | 160 | 4,38% | 5,4 |
|
| 2030 |
2030
Woodstock Corp
Boston,
Massachusetts
| US$ 847 mi | +US$ 63,3 mi | +8% | 9,95% | 115% | 174 | 5,75% | 6,8 |
|
| 2031 |
2031
RVW Wealth
Los Angeles,
California
| US$ 847 mi | +US$ 40,9 mi | +5% | 4,83% | 65,8% | 163 | 12,88% | 2,2 |
|
| 2032 |
2032
Tran Capital Management
San Rafael,
California
| US$ 847 mi | +US$ 45,2 mi | +6% | 11,5% | 173% | 42 | 11,9% | 2,6 |
|
| 2033 |
2033
NEPC LLC
Boston,
Massachusetts
| US$ 847 mi | +US$ 518 mi | +157% | 2,24% | 21,3% | 40 | 42,5% | 1,7 |
|
| 2034 |
2034
Broad Run Investment Management
Arlington,
Virginia
| US$ 845 mi | +US$ 6,13 mi | +0,7% | 10,9% | 202% | 26 | 3,85% | 5,1 |
|
| 2035 |
2035
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 845 mi | +US$ 53,3 mi | +7% | 5,72% | 76,8% | 137 | 8,76% | 5,2 |
|
| 2036 |
2036
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 845 mi | +US$ 113 mi | +15% | 6,08% | 62,8% | 876 | 19,98% | 4,7 |
|
| 2037 |
2037
Kintegral Advisory
New York
| US$ 844 mi | +US$ 70 mi | +9% | 10,5% | 143% | 265 | 5,66% | 3,2 |
|
| 2038 |
2038
WBH Advisory
Baltimore,
Maryland
| US$ 844 mi | +US$ 43,1 mi | +5% | 5,86% | 57,6% | 307 | 6,51% | 5,7 |
|
| 2039 |
SC
2039
Sasco Capital
Fairfield,
Connecticut
| US$ 843 mi | +US$ 30,5 mi | +4% | 5,81% | 15,5% | 57 | 12,28% | 3,5 |
|
| 2040 |
2040
EnCap Energy Capital Fund XI
Houston,
Texas
| US$ 843 mi | +US$ 585 mi | +227% | 6,97% | 21% | 2 | 50% | 0,4 |
|
| 2041 |
2041
Global Endowment Management
Charlotte,
North Carolina
| US$ 842 mi | -US$ 97,3 mi | -10% | 2,46% | 46,1% | 104 | 19,23% | 3,7 |
|
| 2042 |
2042
Private Capital Management (Florida)
Naples,
Florida
| US$ 841 mi | -US$ 18,5 mi | -2% | 5,87% | 118% | 161 | 32,3% | 1,7 |
|
| 2043 |
2043
Jacobs & Co
San Francisco,
California
| US$ 841 mi | +US$ 31 mi | +4% | 7,91% | 105% | 126 | 6,35% | 6,8 |
|
| 2044 |
2044
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$ 841 mi | +US$ 58,2 mi | +7% | 6,72% | 62,8% | 289 | 9,69% | 2,2 |
|
| 2045 |
2045
Central Securities
New York
| US$ 841 mi | +US$ 39,2 mi | +5% | 7,35% | 90,2% | 26 | 0% | 7 |
|
| 2046 |
BIC
2046
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 841 mi | +US$ 90 mi | +12% | 3,68% | 36% | 165 | 13,94% | 5,4 |
|
| 2047 |
2047
Aperture Investors
New York
| US$ 840 mi | +US$ 117 mi | +16% | 11,3% | 211% | 92 | 28,26% | 1,2 |
|
| 2048 |
2048
Avala Global
New York
| US$ 840 mi | +US$ 229 mi | +37% | 21,4% | 552% | 16 | 25% | 0,4 |
|
| 2049 |
2049
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$ 840 mi | +US$ 20,6 mi | +3% | 3,16% | 44,7% | 159 | 10,06% | 4,2 |
|
| 2050 |
2050
Criteria Caixa
Barcelona,
Spain
| US$ 840 mi | -US$ 4,73 mi | -0,6% | 3,82% | 35,5% | 52 | 30,77% | 1,9 |
|