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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)
Stack Financial Management
2026
Stack Financial Management
Montana
US$ 1,09 bi -US$ 20,3 mi -2% 3,85% 58,4% 52 11,54% 4,8
Forest Avenue Capital Management
2027
Forest Avenue Capital Management
Florida
US$ 1,09 bi +US$ 270 mi +33% 20,6% 415% 31 61,29% 0,5
Hartford Funds Management
2028
Hartford Funds Management
Pennsylvania
US$ 1,09 bi +US$ 12,9 mi +1% 2,61% 26,8% 104 16,35% 1,7
XML Financial
2029
XML Financial
Maryland
US$ 1,09 bi +US$ 14,9 mi +1% 0,33% 77,9% 373 10,72% 3
Fusion Family Wealth
2030
Fusion Family Wealth
New York
US$ 1,09 bi +US$ 4,7 mi +0,4% 1,76% 58,2% 46 8,7% 4,7
United Asset Strategies
2031
United Asset Strategies
New York
US$ 1,09 bi +US$ 15,9 mi +1% 4,68% 111% 252 14,29% 3,9
Recurrent Investment Advisors
2032
Recurrent Investment Advisors
Texas
US$ 1,09 bi +US$ 83,7 mi +8% 5,1% 99,7% 68 25% 2,9
Nicolet Advisory Services
2033
Nicolet Advisory Services
Wisconsin
US$ 1,09 bi +US$ 29,3 mi +3% 0,47% 62,7% 398 11,81% 2,6
TCV Trust & Wealth Management
2034
TCV Trust & Wealth Management
Virginia
US$ 1,08 bi -US$ 33,5 mi -3% 0,2% 75,3% 205 6,83% 6,9
Austin Private Wealth
2035
Austin Private Wealth
Texas
US$ 1,08 bi +US$ 40,5 mi +4% 0,16% 62,3% 322 24,84% 1,9
Soltis Investment Advisors
2036
Soltis Investment Advisors
Utah
US$ 1,08 bi +US$ 56,3 mi +6% 2,85% 95,1% 399 15,54% 2,4
BTC Capital Management
2037
BTC Capital Management
Iowa
US$ 1,08 bi -US$ 46 mi -4% 2,19% – 215 9,77% 4,9
WBH Advisory
2038
WBH Advisory
Maryland
US$ 1,08 bi +US$ 21,6 mi +2% 0,08% 57,6% 335 7,16% 6,2
WM
2039
WS Management
Florida
US$ 1,08 bi -US$ 352 mi -25% 1,08% 309% 58 39,66% 3,8
MPM
2040
MBB Public Markets
Illinois
US$ 1,08 bi -US$ 710 mi -40% 4,14% 50,3% 571 87,22% 1
Silver Oak Securities
2041
Silver Oak Securities
Tennessee
US$ 1,08 bi +US$ 129 mi +14% 0,91% 73,4% 664 23,34% 1,3
J.L. Bainbridge & Co
2042
J.L. Bainbridge & Co
Florida
US$ 1,08 bi +US$ 34,3 mi +3% 5,63% 118% 109 8,26% 3,1
Uniplan Investment Counsel
2043
Uniplan Investment Counsel
Wisconsin
US$ 1,08 bi -US$ 70,1 mi -6% 1,71% 70,5% 138 20,29% 2,7
Tompkins Financial
2044
Tompkins Financial
New York
US$ 1,08 bi +US$ 31,9 mi +3% 1,52% 84,4% 610 18,03% 5,2
Charter Oak Capital Management
2045
Charter Oak Capital Management
New Hampshire
US$ 1,07 bi +US$ 4,01 mi +0,4% 1,32% 39,2% 192 9,38% 3,2
DCM
2046
Dupont Capital Management
Delaware
US$ 1,07 bi -US$ 125 mi -10% 2,96% 100% 144 27,78% 4,2
Cozad Asset Management
2047
Cozad Asset Management
Illinois
US$ 1,07 bi +US$ 25,6 mi +2% 3,8% 132% 421 10,45% 3,7
RVW Wealth
2048
RVW Wealth
California
US$ 1,07 bi -US$ 4,61 mi -0,4% 0,36% 65,8% 162 15,43% 3,1
Royal Fund Management
2049
Royal Fund Management
Florida
US$ 1,07 bi -US$ 606 mi -36% 1,58% 103% 372 29,84% 3,2
First Financial Bank - Trust Division
2050
First Financial Bank - Trust Division
Ohio
US$ 1,07 bi -US$ 19,7 mi -2% 0,59% 68,6% 215 4,65% 6,9