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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
HSBC Holdings
London,
United Kingdom
| US$ 196 bi | +US$ 15 bi | +8% | 3,77% | 127% | 3.197 | 25,05% | 4,5 |
|
| 52 |
52
Principal Financial Group
Des Moines,
Iowa
| US$ 196 bi | -US$ 2,41 bi | -1% | 1,83% | 94,1% | 2.293 | 6,98% | 8 |
|
| 53 |
53
AQR Capital Management
Greenwich,
Connecticut
| US$ 191 bi | +US$ 34,6 bi | +22% | 4,84% | 120% | 3.667 | 8,62% | 4,1 |
|
| 54 |
54
Dodge & Cox
San Francisco,
California
| US$ 185 bi | -US$ 78,9 mi | -0% | 2,97% | 69,9% | 228 | 6,58% | 7,5 |
|
| 55 |
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| US$ 183 bi | +US$ 18,2 bi | +11% | 14% | 106% | 5.368 | 9,24% | 6,5 |
|
| 56 |
56
D.E. Shaw & Co
New York
| US$ 182 bi | +US$ 5,26 bi | +3% | 4,49% | 175% | 5.141 | 23,77% | 2,8 |
|
| 57 |
57
Simplex Trading
Chicago,
Illinois
| US$ 177 bi | -US$ 17,5 bi | -9% | 6,05% | 183% | 10.526 | 34,77% | 3,1 |
|
| 58 |
58
Victory Capital Management
San Antonio,
Texas
| US$ 177 bi | +US$ 6,19 bi | +4% | 4% | 100% | 2.534 | 9,27% | 6,1 |
|
| 59 |
59
California Public Employees Retirement System
Sacramento,
California
| US$ 175 bi | +US$ 7,86 bi | +5% | 3,7% | 121% | 1.093 | 1,01% | 9,9 |
|
| 60 |
60
Arrowstreet Capital
Boston,
Massachusetts
| US$ 171 bi | +US$ 12,1 bi | +8% | 6,85% | 173% | 2.081 | 25,32% | 1,6 |
|
| 61 |
61
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| US$ 170 bi | -US$ 3,53 bi | -2% | 3,52% | 137% | 1.095 | 8,31% | 7,4 |
|
| 62 |
62
Swiss National Bank
Zurich,
Switzerland
| US$ 168 bi | -US$ 4,35 bi | -3% | 4,07% | 136% | 2.386 | 6,12% | 8,7 |
|
| 63 |
63
Jennison Associates
New York
| US$ 167 bi | -US$ 5,21 bi | -3% | 4,42% | 189% | 652 | 26,07% | 3,2 |
|
| 64 |
64
Jones Financial Companies
Des Peres,
Missouri
| US$ 164 bi | +US$ 17,2 bi | +12% | 1,8% | 54,1% | 4.645 | 14,4% | 1,7 |
|
| 65 |
65
T. Rowe Price Investment Management
Baltimore,
Maryland
| US$ 158 bi | -US$ 5,16 bi | -3% | 3,34% | 96,5% | 961 | 14,88% | 1,5 |
|
| 66 |
66
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| US$ 158 bi | +US$ 8,1 bi | +5% | 2,04% | 54% | 4.314 | 19,05% | 5 |
|
| 67 |
67
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| US$ 150 bi | +US$ 7,1 bi | +5% | 3,53% | 126% | 2.036 | 37,08% | 3 |
|
| 68 |
68
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| US$ 148 bi | +US$ 8,6 bi | +6% | 3,42% | 115% | 1.655 | 4,77% | 6,1 |
|
| 69 |
69
Creative Planning
Overland Park,
Kansas
| US$ 140 bi | +US$ 8,82 bi | +7% | 2,23% | 62,2% | 4.144 | 11,68% | 4,2 |
|
| 70 |
70
First Trust Advisors
Wheaton,
Illinois
| US$ 138 bi | +US$ 3,27 bi | +2% | 2,18% | 118% | 2.742 | 10,72% | 5,6 |
|
| 71 |
71
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| US$ 135 bi | +US$ 6,29 bi | +5% | 4,14% | 133% | 577 | 7,11% | 7 |
|
| 72 |
72
Neuberger Berman Group
New York
| US$ 134 bi | -US$ 2,51 bi | -2% | 3,72% | 113% | 2.213 | 12,83% | 5,5 |
|
| 73 |
73
Fidelity International
Hamilton,
Bermuda
| US$ 134 bi | +US$ 6,34 bi | +5% | 4,51% | 93,5% | 1.105 | 18,28% | 3,8 |
|
| 74 |
74
Primecap Management
Pasadena,
California
| US$ 132 bi | +US$ 1,54 bi | +1% | 12,9% | 234% | 337 | 8,31% | 7,2 |
|
| 75 |
75
Schroder Investment Management Group
London,
United Kingdom
| US$ 132 bi | +US$ 4,1 bi | +3% | 3,95% | 122% | 1.250 | 14,48% | 5,3 |
|