O Observatório
Gestores proeminentes selecionados — investidores em valor concentrados, ativistas, quants e os grandes passivos — observados trimestre a trimestre.
Os registros pertencem às empresas, não a indivíduos — escrevemos "A Berkshire Hathaway reportou…", nunca "Buffett comprou…". Cada entrada identifica a pessoa associada e o tipo de carteira revelada pelo 13F.
World's largest asset manager — Mostly passive/ETF assets — read size, not conviction.
49,968 posições · top-10 28.1% · +237 novo · −183 saídas
SPDR ETF sponsor — Passive giant; index flows dominate changes.
4,261 posições · top-10 29.0% · +98 novo · −96 saídas
Fidelity Investments' manager — Active + index fund complex.
13,978 posições · top-10 34.0% · +335 novo · −195 saídas
Bank/wealth platform — Bank-affiliated adviser aggregating client assets.
45,905 posições · top-10 21.1% · +423 novo · −268 saídas
Manages Fidelity index funds — Passive manager for Fidelity-branded index funds.
8,470 posições · top-10 31.1% · +128 novo · −165 saídas
Bank asset & wealth management — Bank-affiliated manager; broad book.
34,064 posições · top-10 26.3% · +573 novo · −279 saídas
Bank asset & wealth management — Bank-affiliated manager; broad book.
14,070 posições · top-10 22.6% · +572 novo · −461 saídas
Norway's sovereign wealth fund (NBIM) — The world's largest sovereign equity owner; near-index breadth.
1,617 posições · top-10 32.4% · +1602 novo
Active fund complex — Large active growth manager.
4,722 posições · top-10 32.3% · +219 novo · −114 saídas
Ken Griffin (Founder & CEO) — Multi-strategy platform; heavy reported options activity — read positions with care.
16,122 posições · top-10 16.0% · +1585 novo · −1241 saídas
Capital Group division — American Funds' long-only equity.
637 posições · top-10 29.6% · +65 novo · −55 saídas
Institutional asset manager — One of the largest active institutional managers.
7,448 posições · top-10 25.0% · +214 novo · −159 saídas
Ken Fisher (Founder) — Large RIA managing many separate accounts — breadth over conviction.
1,037 posições · top-10 35.6% · +122 novo · −96 saídas
Warren Buffett (Chairman & CEO) — The holding company's reported U.S. equity book; famously concentrated and long-held.
89 posições · top-10 88.5% · +1 novo · −1 saídas
Cliff Asness (Co-founder) — Systematic factor investing across thousands of names.
21,077 posições · top-10 12.2% · +244 novo · −81 saídas
Izzy Englander (Founder) — Multi-manager pod platform; aggregate positions reflect many independent teams.
5,798 posições · top-10 19.4% · +550 novo · −588 saídas
Quantitative institutional manager — Systematic global equity.
1,887 posições · top-10 27.7% · +373 novo · −299 saídas
Founded by David E. Shaw — Quantitative multi-strategy manager.
6,298 posições · top-10 20.2% · +543 novo · −289 saídas
Value mutual-fund manager — Long-only value funds; positions turn over slowly.
222 posições · top-10 27.9% · +7 novo · −6 saídas
Sub-adviser to Vanguard funds — Long-duration growth positions.
324 posições · top-10 42.5% · +10 novo · −6 saídas
Founded by John Overdeck & David Siegel — Quantitative manager; broad, fast-turning book.
5,017 posições · top-10 8.4% · +607 novo · −372 saídas
London long/short platform — Systematic + discretionary long/short.
6,550 posições · top-10 40.5% · +667 novo · −625 saídas
Edinburgh growth manager — Long-horizon growth investing.
880 posições · top-10 44.7% · +28 novo · −24 saídas
Steve Cohen (Founder) — Multi-manager platform with discretionary pods.
3,923 posições · top-10 14.8% · +625 novo · −611 saídas
Manager of the Oakmark funds — Long-only value funds.
226 posições · top-10 31.5% · +12 novo · −7 saídas
Founded by Jim Simons — Quantitative manager holding thousands of positions; single names carry little signal.
3,140 posições · top-10 12.0% · +546 novo · −604 saídas
Manages Harvard-lineage capital — Low-profile, benchmark-aware stock picking.
1,002 posições · top-10 29.5% · +147 novo · −112 saídas
Chris Hohn (Founder) — Very concentrated, long-duration positions.
11 posições · top-10 98.6% · +2 novo · −1 saídas
Philippe Laffont (Founder) — Technology-focused crossover manager.
211 posições · top-10 61.9% · +9 novo · −5 saídas
Joel Greenblatt (Co-CIO) — Systematic value; hundreds of small long positions.
1,791 posições · top-10 28.4% · +174 novo · −128 saídas
Founded by Andreas Halvorsen — Fundamental long/short equity.
90 posições · top-10 35.7% · +33 novo · −21 saídas
Endowment trust — Concentrated endowment portfolio.
24 posições · top-10 94.9% · +2 novo
Founded by Ray Dalio — One of the largest macro managers; the 13F shows only its reportable U.S. long book.
997 posições · top-10 40.0% · +212 novo · −208 saídas
Chase Coleman (Founder) — Growth/technology crossover investing.
46 posições · top-10 67.1% · +9 novo · −16 saídas
Paul Singer (Founder) — Activist positions often paired with derivatives that 13Fs only partially reveal.
29 posições · top-10 95.6% · +2 novo · −2 saídas
Founded by Stephen Mandel — Growth-oriented long/short equity.
34 posições · top-10 53.9% · +13 novo · −15 saídas
Cathie Wood (CEO) — Thematic ETF manager — its 13F largely mirrors its funds' disclosed holdings.
191 posições · top-10 39.5% · +15 novo · −6 saídas
Insurance holding company — Buffett-style equity book inside an insurer.
205 posições · top-10 42.9% · +3 novo · −2 saídas
Mario Gabelli (Chairman) — Value manager with many small-cap holdings.
938 posições · top-10 15.4% · +35 novo · −98 saídas
Brad Gerstner (Founder) — Technology-focused crossover manager.
20 posições · top-10 83.3% · +9 novo · −2 saídas
Carl Icahn — Activist positions, often alongside 13D filings.
18 posições · top-10 98.6%
Family office of George Soros — Macro-driven family office.
266 posições · top-10 29.4% · +85 novo · −78 saídas
David Tepper (President) — Opportunistic, macro-aware equity positioning.
27 posições · top-10 81.6% · +6 novo · −12 saídas
Co-founded by Howard Marks — Credit specialist; the 13F shows only its listed-equity sliver.
145 posições · top-10 66.5% · +8 novo · −11 saídas
Founded by Jeff Ubben; led by Mason Morfit — Constructive activist with board seats.
18 posições · top-10 88.2% · +1 novo · −1 saídas
Larry Robbins (CEO) — Healthcare-heavy fundamental manager.
45 posições · top-10 64.1% · +12 novo · −11 saídas
Seth Klarman (CEO) — Value investor; much of the portfolio (cash, credit, private) never appears in a 13F.
23 posições · top-10 74.9% · +3 novo · −2 saídas
Stanley Druckenmiller (Chairman) — Macro-aware equity family office.
95 posições · top-10 52.4% · +44 novo · −23 saídas
Daniel Loeb (CEO) — Event-driven and activist equity manager.
43 posições · top-10 60.6% · +16 novo · −9 saídas
Jeff Smith (CEO) — Activist campaigns in mid-cap companies.
22 posições · top-10 84.3% · +2 novo · −4 saídas
Nelson Peltz (CEO) — Concentrated operational activism.
9 posições · top-10 100.0%
David Einhorn (President) — Long/short value manager (adviser entity renamed DME Capital Management) — 13F shows reportable longs only.
95 posições · top-10 52.8% · +7 novo · −6 saídas
Li Lu (Founder) — Very concentrated value book.
8 posições · top-10 100.0% · −6 saídas
Prem Watsa (Chairman) — Insurance holding company's equity portfolio.
32 posições · top-10 90.8% · +6 novo · −3 saídas
Classic Graham-and-Dodd firm — Old-school value manager.
91 posições · top-10 69.2% · +13 novo · −15 saídas
Mohnish Pabrai (Managing Partner) — Ultra-concentrated value vehicle.
4 posições · top-10 100.0% · +1 novo
Bill Ackman (CEO) — Concentrated activist positions in a small number of large companies.
análise de posições em andamento
Michael Burry (Founder) — Small, concentrated book; reported options make headline positions easy to misread.
análise de posições em andamento
Index-fund pioneer — Passive giant — position changes mostly reflect index flows, not views.
análise de posições em andamento