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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$ 1,7 tri | +US$ 92,1 bi | +6% | 4,84% | 121% | 4.202 | 4,43% | 2,8 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$ 992 bi | +US$ 61,3 bi | +7% | 4,54% | 129% | 3.777 | 6,17% | 2,8 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$ 751 bi | +US$ 18,3 bi | +2% | 7,18% | 187% | 2.796 | 10,62% | 2,4 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$ 643 bi | +US$ 27 bi | +4% | 5,08% | 37,7% | 4.028 | 6,11% | 2,7 |
|
| 5 |
5
T. Rowe Price Associates
Baltimore,
Maryland
| US$ 498 bi | +US$ 25,7 bi | +5% | 7,14% | 150% | 2.648 | 9,82% | 2,6 |
|
| 6 |
6
BlackRock Fund Advisors
San Francisco,
California
| US$ 487 bi | +US$ 34,3 bi | +8% | 5,39% | 41,4% | 4.391 | 3,28% | 2,6 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$ 456 bi | +US$ 25,1 bi | +6% | 3,58% | 92,7% | 7.794 | 12,12% | 2,4 |
|
| 8 |
8
JP Morgan Chase
New York
| US$ 406 bi | +US$ 5,29 bi | +1% | 5,37% | 122% | 5.175 | 18,24% | 1,9 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$ 399 bi | +US$ 12,4 bi | +3% | 4,89% | 110% | 2.342 | 18,57% | 2 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$ 385 bi | +US$ 13,7 bi | +4% | 4,51% | 161% | 526 | 12,55% | 2,1 |
|
| 11 |
11
Bank of New York Mellon
New York
| US$ 336 bi | +US$ 8,51 bi | +3% | 4,69% | 119% | 4.442 | 6,75% | 2,7 |
|
| 12 |
12
Goldman Sachs
New York
| US$ 330 bi | +US$ 23,9 bi | +8% | 5,82% | 130% | 7.501 | 13,18% | 2,3 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$ 321 bi | +US$ 13 bi | +4% | 5,11% | 122% | 4.321 | 5,23% | 2,8 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$ 303 bi | +US$ 10,1 bi | +3% | 5,18% | 134% | 443 | 12,19% | 2,3 |
|
| 15 |
15
Morgan Stanley
New York
| US$ 293 bi | +US$ 15,9 bi | +6% | 4,63% | 109% | 6.800 | 6,04% | 2,7 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$ 291 bi | +US$ 18,8 bi | +7% | 5,29% | 157% | 3.785 | 6,13% | 2,7 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$ 271 bi | +US$ 13,1 bi | +5% | 4,34% | 81,5% | 6.697 | 8,96% | 2,6 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$ 212 bi | +US$ 1,12 bi | +0,5% | 5,56% | – | 2.233 | 6,4% | 2,8 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$ 207 bi | +US$ 20,6 bi | +11% | 7,56% | 161% | 9.816 | 28,88% | 1,8 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$ 205 bi | +US$ 6,82 bi | +3% | 4,53% | 95% | 923 | 15,28% | 2 |
|
| 21 |
21
BlackRock Group
London,
United Kingdom
| US$ 199 bi | +US$ 5,95 bi | +3% | 4,71% | 34,5% | 3.078 | 5,56% | 2,6 |
|
| 22 |
22
Geode Capital Management
Boston,
Massachusetts
| US$ 199 bi | +US$ 14,7 bi | +8% | 5,12% | 137% | 4.151 | 6,26% | 2,7 |
|
| 23 |
23
Franklin Resources
San Mateo,
California
| US$ 191 bi | +US$ 5,37 bi | +3% | 5,06% | 116% | 1.570 | 10,45% | 2,4 |
|
| 24 |
24
Dimensional Fund Advisors
Austin,
Texas
| US$ 185 bi | +US$ 11,2 bi | +6% | 6,63% | 114% | 3.358 | 4,38% | 2,9 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| US$ 179 bi | +US$ 7,87 bi | +5% | 5,56% | 117% | 4.048 | 11,34% | 2,4 |
|