Estamos no ar no !
Saiba mais
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
Levin Capital Strategies
New York
| US$ 1,05 bi | +US$ 88,8 mi | +9% | 8,43% | 88,6% | 279 | 36,2% | 3,7 |
|
| 2027 |
2027
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$ 1,05 bi | +US$ 98,1 mi | +10% | 8,67% | 62,8% | 307 | 10,75% | 2,9 |
|
| 2028 |
2028
Smith, Moore & Co
Clayton,
Missouri
| US$ 1,05 bi | +US$ 77,6 mi | +8% | 6,97% | 67% | 477 | 9,43% | 4,5 |
|
| 2029 |
2029
Diversify Wealth Management
Sandy,
Utah
| US$ 1,05 bi | +US$ 243 mi | +30% | 6,5% | – | 504 | 21,23% | 0,2 |
|
| 2030 |
PWMAG
2030
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,05 bi | +US$ 78 mi | +8% | 6,87% | 90,7% | 374 | 6,95% | 3,8 |
|
| 2031 |
2031
Cozad Asset Management
Champaign,
Illinois
| US$ 1,05 bi | +US$ 44,7 mi | +4% | 6,79% | 132% | 420 | 8,81% | 3,5 |
|
| 2032 |
2032
Browning West
Los Angeles,
California
| US$ 1,05 bi | +US$ 167 mi | +19% | 19,2% | 96,8% | 2 | 0% | 3,8 |
|
| 2033 |
WDA
2033
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 1,05 bi | +US$ 64,2 mi | +7% | 8,28% | 58,7% | 163 | 4,29% | 7,7 |
|
| 2034 |
2034
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 1,05 bi | +US$ 78,1 mi | +8% | 10,3% | 87,5% | 465 | 21,51% | 1,1 |
|
| 2035 |
2035
Washington Trust Bank
Spokane,
Washington
| US$ 1,04 bi | +US$ 33,5 mi | +3% | 4,81% | 80,5% | 224 | 11,61% | 5,6 |
|
| 2036 |
2036
Globeflex Capital
San Diego,
California
| US$ 1,04 bi | +US$ 87,1 mi | +9% | 11,9% | 186% | 539 | 27,46% | 2,1 |
|
| 2037 |
2037
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 1,04 bi | +US$ 42,2 mi | +4% | 6,71% | 70% | 63 | 6,35% | 6,7 |
|
| 2038 |
2038
Tompkins Financial
Ithaca,
New York
| US$ 1,04 bi | +US$ 88,4 mi | +9% | 7,15% | 84,4% | 629 | 14,15% | 4,8 |
|
| 2039 |
2039
J.L. Bainbridge & Co
Sarasota,
Florida
| US$ 1,04 bi | +US$ 32,6 mi | +3% | 4,12% | 118% | 105 | 13,33% | 2,9 |
|
| 2040 |
2040
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 1,04 bi | -US$ 221 mi | -17% | 7,21% | 81,9% | 618 | 24,11% | 2,6 |
|
| 2041 |
2041
Strategic Wealth Partners
Independence,
Ohio
| US$ 1,04 bi | +US$ 82,6 mi | +9% | 6,04% | – | 307 | 10,1% | 2,8 |
|
| 2042 |
2042
Austin Private Wealth
Austin,
Texas
| US$ 1,04 bi | +US$ 110 mi | +12% | 5,28% | 62,3% | 300 | 19,67% | 1,9 |
|
| 2043 |
2043
Woodstock Corp
Boston,
Massachusetts
| US$ 1,04 bi | +US$ 55,8 mi | +6% | 6,66% | 115% | 169 | 4,73% | 7,5 |
|
| 2044 |
2044
Rational Advisors
Huntington,
New York
| US$ 1,04 bi | +US$ 13,7 mi | +1% | 5,59% | 37,7% | 206 | 25,73% | 1,7 |
|
| 2045 |
2045
Strategy Capital
Los Altos,
California
| US$ 1,04 bi | +US$ 20,8 mi | +2% | 10,7% | 316% | 11 | 18,18% | 2,8 |
|
| 2046 |
2046
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$ 1,04 bi | -US$ 15,9 mi | -2% | 6,24% | 151% | 161 | 38,51% | 1,9 |
|
| 2047 |
2047
Atlas FRM
Greenwich,
Connecticut
| US$ 1,04 bi | +US$ 284 mi | +38% | 18% | 38,9% | 9 | 33,33% | 1,4 |
|
| 2048 |
2048
Smith Anglin Financial
Dallas,
Texas
| US$ 1,04 bi | +US$ 48,9 mi | +5% | 5,33% | 52,8% | 219 | 14,61% | 2,1 |
|
| 2049 |
2049
Saudi Central Bank
Riyadh,
Saudi Arabia
| US$ 1,04 bi | +US$ 44,5 mi | +4% | 5,23% | 140% | 7 | 0% | 1,7 |
|
| 2050 |
2050
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$ 1,03 bi | +US$ 155 mi | +18% | 12,2% | 77,6% | 350 | 39,14% | 1,2 |
|