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