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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$ 1,79 tri | +US$ 90,3 bi | +5% | 4,83% | 121% | 4.168 | 4,17% | 3 |
|
| 2 |
2
State Street
Boston,
Massachusetts
| US$ 1,06 tri | +US$ 70,5 bi | +7% | 5,16% | 129% | 3.765 | 7,12% | 2,9 |
|
| 3 |
3
Fidelity Investments
Boston,
Massachusetts
| US$ 748 bi | -US$ 2,61 bi | -0,3% | 4,28% | 187% | 2.801 | 11,1% | 2,5 |
|
| 4 |
4
BlackRock Institutional Trust
San Francisco,
California
| US$ 675 bi | +US$ 32,9 bi | +5% | 4,98% | 37,7% | 4.003 | 6,42% | 2,9 |
|
| 5 |
5
BlackRock Fund Advisors
San Francisco,
California
| US$ 542 bi | +US$ 55,1 bi | +11% | 5,55% | 41,4% | 4.347 | 3,54% | 2,8 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| US$ 504 bi | +US$ 5,92 bi | +1% | 3,47% | 150% | 2.620 | 6,41% | 2,8 |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| US$ 462 bi | +US$ 6,12 bi | +1% | 2,84% | 92,7% | 7.793 | 13,97% | 2,6 |
|
| 8 |
8
JP Morgan Chase
New York
| US$ 416 bi | +US$ 9,8 bi | +2% | 4,98% | 122% | 5.367 | 21,39% | 1,9 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$ 399 bi | -US$ 565 mi | -0,1% | 4,44% | 110% | 2.379 | 17,11% | 2,1 |
|
| 10 |
10
Capital World Investors
Los Angeles,
California
| US$ 398 bi | +US$ 13,1 bi | +3% | 4,77% | 161% | 537 | 18,44% | 2,2 |
|
| 11 |
11
Goldman Sachs
New York
| US$ 354 bi | +US$ 23,4 bi | +7% | 4,67% | 130% | 7.398 | 13,06% | 2,5 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$ 347 bi | +US$ 11,3 bi | +3% | 4,98% | 119% | 4.430 | 7,47% | 2,8 |
|
| 13 |
13
Northern Trust
Chicago,
Illinois
| US$ 326 bi | +US$ 4,99 bi | +2% | 4,98% | 122% | 4.303 | 5,51% | 2,9 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$ 308 bi | +US$ 5,94 bi | +2% | 3,93% | 134% | 465 | 19,35% | 2,3 |
|
| 15 |
15
Morgan Stanley
New York
| US$ 306 bi | +US$ 12,8 bi | +4% | 2,73% | 109% | 6.769 | 5,23% | 2,9 |
|
| 16 |
16
Invesco
Atlanta,
Georgia
| US$ 298 bi | +US$ 6,5 bi | +2% | 3,76% | 157% | 3.798 | 6,92% | 2,8 |
|
| 17 |
17
Wells Fargo
San Francisco,
California
| US$ 283 bi | +US$ 12,1 bi | +4% | 2,79% | 81,5% | 6.775 | 9,52% | 2,7 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$ 229 bi | +US$ 17,2 bi | +8% | 5,32% | – | 2.214 | 5,69% | 2,9 |
|
| 19 |
19
Geode Capital Management
Boston,
Massachusetts
| US$ 215 bi | +US$ 16,5 bi | +8% | 5,11% | 137% | 4.166 | 6,58% | 2,9 |
|
| 20 |
20
BlackRock Group
London,
United Kingdom
| US$ 210 bi | +US$ 11,4 bi | +6% | 3,82% | 34,5% | 3.071 | 5,96% | 2,8 |
|
| 21 |
21
Massachusetts Financial Services
Boston,
Massachusetts
| US$ 204 bi | -US$ 871 mi | -0,4% | 2,84% | 95% | 929 | 15,93% | 2,2 |
|
| 22 |
22
Dimensional Fund Advisors
Austin,
Texas
| US$ 200 bi | +US$ 15,2 bi | +8% | 9,73% | 114% | 3.363 | 4,79% | 3,1 |
|
| 23 |
23
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$ 197 bi | -US$ 10,1 bi | -5% | 2,45% | 161% | 10.783 | 34,46% | 1,6 |
|
| 24 |
24
Franklin Resources
San Mateo,
California
| US$ 193 bi | +US$ 1,9 bi | +1% | 4,24% | 116% | 1.557 | 10,73% | 2,5 |
|
| 25 |
25
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$ 185 bi | +US$ 7,37 bi | +4% | 4,03% | 94,8% | 7.074 | 12,34% | 2,5 |
|