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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
1
Vanguard Group
Malvern,
Pennsylvania
| US$ 1,39 tri | +US$ 106 bi | +8% | 6,53% | 121% | 4.107 | 3,8% | 1,4 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$ 1 tri | +US$ 74,6 bi | +8% | 5,85% | 129% | 3.784 | 4,94% | 1,4 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$ 769 bi | +US$ 30,1 bi | +4% | 6,88% | 187% | 2.940 | 11,43% | 1,2 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$ 626 bi | +US$ 30,1 bi | +5% | 6,28% | 37,7% | 4.012 | 6,33% | 1,3 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$ 471 bi | +US$ 12,9 bi | +3% | 7,4% | 150% | 2.627 | 6,7% | 1,3 |
|
| 6 |
6
JP Morgan Chase
New York
| US$ 437 bi | +US$ 15,5 bi | +4% | 5,5% | 122% | 4.595 | 17,74% | 1 |
|
| 7 |
7
BlackRock Fund Advisors
San Francisco,
California
| US$ 405 bi | +US$ 50,7 bi | +14% | 7,44% | 41,4% | 4.009 | 8,61% | 1,4 |
|
| 8 |
8
Bank of New York Mellon
New York
| US$ 383 bi | +US$ 14,2 bi | +4% | 5,83% | 119% | 4.419 | 8,21% | 1,3 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$ 378 bi | +US$ 15,3 bi | +4% | 6,5% | 110% | 2.354 | 16,53% | 1,1 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$ 369 bi | +US$ 12,7 bi | +4% | 5,11% | 161% | 563 | 14,21% | 1,1 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$ 331 bi | +US$ 12,8 bi | +4% | 5,96% | 122% | 4.444 | 7,04% | 1,4 |
|
| 12 |
12
Goldman Sachs
New York
| US$ 316 bi | +US$ 1,15 bi | +0,4% | 3,97% | 130% | 7.655 | 14,81% | 1,2 |
|
| 13 |
13
Capital Research Global Investors
Los Angeles,
California
| US$ 295 bi | +US$ 5,66 bi | +2% | 4,99% | 134% | 466 | 10,73% | 1,2 |
|
| 14 |
14
Bank of America
Charlotte,
North Carolina
| US$ 280 bi | -US$ 29 bi | -9% | 3,67% | 92,7% | 8.510 | 13,8% | 1,3 |
|
| 15 |
15
Morgan Stanley
New York
| US$ 273 bi | +US$ 13,4 bi | +5% | 3,95% | 109% | 7.042 | 5,67% | 1,3 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$ 259 bi | +US$ 8,41 bi | +3% | 5,86% | 157% | 4.256 | 8,36% | 1,3 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$ 255 bi | +US$ 16,4 bi | +7% | 4,91% | 81,5% | 6.817 | 9,62% | 1,3 |
|
| 18 |
18
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$ 252 bi | -US$ 7,74 bi | -3% | 2,62% | 161% | 10.737 | 23,72% | 1 |
|
| 19 |
19
Franklin Resources
San Mateo,
California
| US$ 220 bi | +US$ 1,22 bi | +0,6% | 4,39% | 116% | 1.655 | 11,24% | 1,2 |
|
| 20 |
20
Norges Bank
Oslo,
Norway
| US$ 197 bi | +US$ 12,2 bi | +7% | 5,58% | – | 2.423 | 6,89% | 1,3 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$ 197 bi | +US$ 7,51 bi | +4% | 6,66% | 95% | 955 | 16,44% | 1,1 |
|
| 22 |
22
BlackRock Group
London,
United Kingdom
| US$ 187 bi | +US$ 14,3 bi | +8% | 5,16% | 34,5% | 2.980 | 8,79% | 1,3 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$ 172 bi | +US$ 5,38 bi | +3% | 5,97% | 117% | 6.323 | 42,15% | 1,3 |
|
| 24 |
24
Geode Capital Management
Boston,
Massachusetts
| US$ 168 bi | +US$ 13,8 bi | +9% | 6,12% | 137% | 4.051 | 5,09% | 1,3 |
|
| 25 |
25
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| US$ 162 bi | +US$ 1,06 bi | +0,7% | 4,18% | 124% | 6.662 | 15,27% | 1,1 |
|