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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
Petredis Investment Advisors
Warrendale,
Pennsylvania
| US$ 1,14 bi | +US$ 185 mi | +19% | 15,7% | 158% | 108 | 12,04% | 2,1 |
|
| 2027 |
2027
Magnus Financial Group
New York
| US$ 1,14 bi | +US$ 107 mi | +10% | 8,98% | 78,2% | 398 | 11,31% | 3 |
|
| 2028 |
2028
Anchor Investment Management
Columbia,
South Carolina
| US$ 1,14 bi | +US$ 67,6 mi | +6% | 7,19% | 75,1% | 1.076 | 6,23% | 5,3 |
|
| 2029 |
2029
Morningstar Investment Management
Chicago,
Illinois
| US$ 1,14 bi | -US$ 35,1 mi | -3% | 8,75% | 48,2% | 211 | 69,19% | 0,9 |
|
| 2030 |
2030
AltraVue Capital
Bellevue,
Washington
| US$ 1,14 bi | +US$ 141 mi | +14% | 19,5% | 221% | 27 | 3,7% | 4,1 |
|
| 2031 |
2031
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 1,14 bi | +US$ 106 mi | +10% | 7,95% | 68,6% | 214 | 7,94% | 7 |
|
| 2032 |
2032
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 1,14 bi | +US$ 76,4 mi | +7% | 9,04% | 76,8% | 180 | 8,33% | 5,1 |
|
| 2033 |
2033
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 1,14 bi | +US$ 155 mi | +16% | 7,72% | 48,9% | 109 | 13,76% | 2 |
|
| 2034 |
2034
Smartleaf Asset Management
Boston,
Massachusetts
| US$ 1,13 bi | +US$ 98,7 mi | +10% | 10,4% | – | 3.013 | 14,97% | 1,1 |
|
| 2035 |
2035
Central Securities
New York
| US$ 1,13 bi | +US$ 82,6 mi | +8% | 9,54% | 90,2% | 27 | 0% | 7,9 |
|
| 2036 |
LLL
2036
Lynrock Lake LP
Rye Brook,
New York
| US$ 1,13 bi | +US$ 93,2 mi | +9% | 5,92% | 21,2% | 30 | 10% | 2,1 |
|
| 2037 |
2037
Sunbelt Securities
Houston,
Texas
| US$ 1,13 bi | +US$ 12,9 mi | +1% | 8,72% | 83,5% | 1.921 | 12,75% | 2,5 |
|
| 2038 |
2038
Benchstone Capital Management
New York
| US$ 1,13 bi | +US$ 192 mi | +20% | 17,1% | – | 50 | 60% | 0,3 |
|
| 2039 |
2039
Stack Financial Management
Whitefish,
Montana
| US$ 1,13 bi | -US$ 68,5 mi | -6% | 6,73% | 58,4% | 55 | 14,55% | 5,2 |
|
| 2040 |
2040
Counterpoint Mutual Funds
San Diego,
California
| US$ 1,13 bi | +US$ 432 mi | +62% | 6% | 74,3% | 458 | 73,8% | 0,2 |
|
| 2041 |
2041
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 1,13 bi | +US$ 122 mi | +12% | 17,8% | 125% | 172 | 17,44% | 4,7 |
|
| 2042 |
2042
Atom Investors
Austin,
Texas
| US$ 1,13 bi | +US$ 316 mi | +39% | 6,11% | 83,4% | 808 | 66,96% | 0,4 |
|
| 2043 |
2043
Tributary Capital Management
Omaha,
Nebraska
| US$ 1,13 bi | -US$ 16 mi | -1% | 5,58% | 82,3% | 168 | 4,76% | 5,2 |
|
| 2044 |
2044
Intrust Bank
Wichita,
Kansas
| US$ 1,13 bi | +US$ 117 mi | +12% | 11,8% | 102% | 416 | 12,74% | 6,1 |
|
| 2045 |
OHIF
2045
Oriental Harbor Investment Fund
Hong Kong
| US$ 1,13 bi | +US$ 259 mi | +30% | 39,4% | – | 14 | 35,71% | 0,5 |
|
| 2046 |
2046
Gemmer Asset Management
Walnut Creek,
California
| US$ 1,13 bi | +US$ 125 mi | +12% | 10,7% | 96,8% | 170 | 11,18% | 5 |
|
| 2047 |
2047
IQ EQ Fund Management
Dublin 2,
Ireland
| US$ 1,12 bi | +US$ 275 mi | +32% | 19,7% | 109% | 326 | 11,96% | 3,3 |
|
| 2048 |
2048
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 1,12 bi | +US$ 155 mi | +16% | 8,55% | 59,2% | 525 | 20,57% | 3,2 |
|
| 2049 |
2049
Harbor Investment Advisory
Lutherville,
Maryland
| US$ 1,12 bi | +US$ 94,8 mi | +9% | 10,1% | 97,5% | 1.222 | 7,69% | 3,9 |
|
| 2050 |
2050
Verus Capital Partners
Scottsdale,
Arizona
| US$ 1,12 bi | +US$ 120 mi | +12% | 13,8% | 139% | 420 | 20,95% | 2,8 |
|