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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
M.D. Sass LLC
New York
| US$ 1,23 bi | -US$ 15,2 mi | -1% | 0,59% | 80,1% | 38 | 15,79% | 2 |
|
| 2027 |
2027
Value Partners Investments
Winnipeg,
Manitoba, Canada
| US$ 1,23 bi | -US$ 54 mi | -4% | 8,57% | 50,7% | 107 | 11,21% | 2,6 |
|
| 2028 |
2028
Shufro Rose & Co
New York
| US$ 1,22 bi | -US$ 19,4 mi | -2% | 6,57% | 68,1% | 319 | 3,45% | 5,4 |
|
| 2029 |
2029
Alphadyne Asset Management
New York
| US$ 1,22 bi | +US$ 674 mi | +123% | 8,15% | 159% | 351 | 67,81% | 0,1 |
|
| 2030 |
2030
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 1,22 bi | +US$ 148 mi | +14% | 19,8% | 229% | 44 | 13,64% | 3,8 |
|
| 2031 |
2031
LRI Investments
Palm Beach Gardens,
Florida
| US$ 1,22 bi | +US$ 44,5 mi | +4% | 2,74% | – | 1.372 | 12,39% | 1,1 |
|
| 2032 |
2032
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,22 bi | +US$ 67 mi | +6% | 6,36% | 58,2% | 198 | 11,62% | 5,4 |
|
| 2033 |
2033
Cavalier Investments
Alpharetta,
Georgia
| US$ 1,22 bi | +US$ 889 mi | +270% | 8% | 171% | 108 | 43,52% | 1,3 |
|
| 2034 |
2034
Liberty 77 Capital
Washington,
District of Columbia
| US$ 1,22 bi | +US$ 106 mi | +10% | 9,68% | – | 4 | 0% | 0,5 |
|
| 2035 |
2035
Private Advisory Group
Redmond,
Washington
| US$ 1,22 bi | +US$ 112 mi | +10% | 10,5% | 177% | 245 | 28,16% | 1,7 |
|
| 2036 |
2036
CGN Advisors
Manhattan,
Kansas
| US$ 1,22 bi | +US$ 96,3 mi | +9% | 5,31% | 48,9% | 312 | 7,69% | 2,9 |
|
| 2037 |
2037
Central Securities
New York
| US$ 1,21 bi | +US$ 81,3 mi | +7% | 6,16% | 90,2% | 30 | 13,33% | 7,3 |
|
| 2038 |
2038
Willow Creek Wealth Management
Sebastopol,
California
| US$ 1,21 bi | +US$ 102 mi | +9% | 4,51% | – | 183 | 10,38% | 3,9 |
|
| 2039 |
2039
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 1,21 bi | +US$ 143 mi | +13% | 8,65% | 81,9% | 271 | 22,88% | 2,2 |
|
| 2040 |
2040
Weatherly Asset Management
Del Mar,
California
| US$ 1,21 bi | +US$ 40,5 mi | +3% | 5,08% | 116% | 187 | 5,35% | 7,9 |
|
| 2041 |
2041
Perennial Investment Advisors
Los Angeles,
California
| US$ 1,21 bi | +US$ 177 mi | +17% | 9,99% | 84,3% | 522 | 16,67% | 2,3 |
|
| 2042 |
2042
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 1,21 bi | -US$ 7,97 mi | -0,7% | 6,78% | 57,9% | 314 | 0,96% | 0,9 |
|
| 2043 |
2043
Harbor Investment Advisory
Lutherville,
Maryland
| US$ 1,21 bi | +US$ 87,6 mi | +8% | 7,65% | 97,5% | 1.224 | 7,68% | 4,1 |
|
| 2044 |
2044
China Universal Asset Management Company
Shanghai,
China
| US$ 1,21 bi | +US$ 148 mi | +14% | 15,2% | 264% | 516 | 15,12% | 2,1 |
|
| 2045 |
2045
Goldentree Asset Management
New York
| US$ 1,21 bi | +US$ 175 mi | +17% | 10,1% | 27,7% | 35 | 51,43% | 1,3 |
|
| 2046 |
2046
Anchor Investment Management
Columbia,
South Carolina
| US$ 1,21 bi | +US$ 67,5 mi | +6% | 6,83% | 75,1% | 1.084 | 5,17% | 5,5 |
|
| 2047 |
2047
Payden & Rygel
Los Angeles,
California
| US$ 1,21 bi | -US$ 1,88 mi | -0,2% | 9,64% | 103% | 126 | 20,63% | 4,6 |
|
| 2048 |
2048
AltraVue Capital
Bellevue,
Washington
| US$ 1,21 bi | +US$ 67,6 mi | +6% | 12,4% | 221% | 27 | 11,11% | 4,1 |
|
| 2049 |
2049
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$ 1,21 bi | +US$ 140 mi | +13% | 7,11% | 77,1% | 1.609 | 65,26% | 1,1 |
|
| 2050 |
2050
Stack Financial Management
Whitefish,
Montana
| US$ 1,21 bi | +US$ 73 mi | +6% | 6,64% | 58,4% | 51 | 3,92% | 5,2 |
|