Top 5 Investment Picks for September 2025: Expert Recommendations in ‘Buy or Sell’

• 1. Small Caps with 126% Upside: XP Investimentos’ Top Picks
• 2. Toro’s Unchanged FII Picks: 13 Funds Yielding Up to 14.2%
• 3. Daycoval’s Blue-Chip Picks: 10 Stocks with Up to 16.71% Returns
• 4. Itaú BBA’s Small-Cap Swap: CBA (CBAV3) Replaces Oceanpact (OPCT3)
• 5. BTG’s FII Gem: Mauá Capital (MCCI11) with 13.5% Dividends
• FAQs

September 2025 is shaping up to be a pivotal month for investors, with analysts highlighting key opportunities across small caps, real estate funds, and blue-chip stocks. Whether you're looking for high-growth potential or steady dividends, this roundup covers the top 5 recommendations from leading financial experts. Dive in to discover which assets could boost your portfolio this month.

1. Small Caps with 126% Upside: XP Investimentos’ Top Picks

XP Investimentos has refreshed its small-cap portfolio for September, making strategic adjustments to capitalize on emerging trends. The firm reduced its position in C&A (CEAB3) from 7.5% to 5%, citing macroeconomic uncertainties, while adding Vulcabras (VULC3) with a 10% weighting. According to XP, Vulcabras is well-positioned to benefit from the growing wellness sector. Other standout small caps in the portfolio include companies with robust fundamentals and high growth potential. For investors willing to take on slightly higher risk, these picks could deliver significant returns.

2. Toro’s Unchanged FII Picks: 13 Funds Yielding Up to 14.2%

Toro Investimentos has kept its real estate fund (FII) recommendations unchanged for September, maintaining a portfolio of 13 high-yield assets. Analyst Flávio Pires notes that these funds continue to offer attractive dividends and appreciation potential. The selection includes funds focused on commercial properties, logistics hubs, and residential developments, providing diversification across the real estate sector. For income-focused investors, these FIIs remain a solid choice.

3. Daycoval’s Blue-Chip Picks: 10 Stocks with Up to 16.71% Returns

Daycoval’s equity portfolio for September features a mix of Brazilian giants like Banco do Brasil (BBAS3), Petrobras (PETR4), and Vale (VALE3). The bank emphasizes the portfolio’s diversification and balanced risk-reward profile. These stocks are favored for their resilience in volatile markets and consistent performance. If you’re looking for stability with upside, this list is worth considering.

4. Itaú BBA’s Small-Cap Swap: CBA (CBAV3) Replaces Oceanpact (OPCT3)

Itaú BBA made a single change to its small-cap portfolio, swapping Oceanpact (OPCT3) for CBA (CBAV3). The MOVE comes after CBA’s shares dropped 35% post-Q2 results, which the bank views as an overreaction. With a potential 70% upside, CBA could be a bargain for contrarian investors. The rest of the portfolio remains unchanged, featuring small caps with strong growth trajectories.

5. BTG’s FII Gem: Mauá Capital (MCCI11) with 13.5% Dividends

BTG Pactual is doubling down on Mauá Capital Recebíveis Imobiliários (MCCI11), reiterating a "buy" rating and a R$98 price target (11.2% upside). The fund is expected to maintain dividends NEAR its guidance of R$1.00 per share this semester. For those seeking passive income, MCCI11 stands out as a top contender.

FAQs

What are the top small-cap picks for September 2025?

XP Investimentos recommends 12 small caps, including Vulcabras (VULC3), with a potential upside of 126%.

Which real estate funds are recommended for dividends?

Toro Investimentos highlights 13 FIIs, with yields reaching up to 14.2%.

Why did Itaú BBA replace Oceanpact with CBA?

Itaú BBA believes CBA’s recent sell-off was overdone, offering a 70% upside opportunity.