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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$ 2,14 tri | +US$ 109 bi | +5% | 4,89% | 121% | 4.150 | 3,66% | 3,6 |
|
| 2 |
2
BlackRock
New York
| US$ 1,98 tri | +US$ 96,2 bi | +5% | 5,1% | 135% | 5.199 | 6,21% | 2,5 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| US$ 1,16 tri | +US$ 28,4 bi | +3% | 4,9% | 129% | 3.831 | 5,22% | 3,3 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| US$ 827 bi | +US$ 22,5 bi | +3% | 6,44% | 187% | 2.720 | 8,97% | 3 |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| US$ 630 bi | +US$ 127 bi | +25% | 4,26% | 92,7% | 7.625 | 12,51% | 3 |
|
| 6 |
6
T. Rowe Price Associates
Baltimore,
Maryland
| US$ 585 bi | +US$ 29,3 bi | +5% | 6,27% | 150% | 2.642 | 6,09% | 3,3 |
|
| 7 |
7
JP Morgan Chase
New York
| US$ 453 bi | +US$ 15,7 bi | +4% | 4,96% | 122% | 5.458 | 17,79% | 2,4 |
|
| 8 |
8
Capital World Investors
Los Angeles,
California
| US$ 441 bi | +US$ 15,7 bi | +4% | 6,11% | 161% | 533 | 13,32% | 2,5 |
|
| 9 |
9
Wellington Management Group
Boston,
Massachusetts
| US$ 436 bi | +US$ 10,9 bi | +3% | 4,81% | 110% | 2.386 | 17,39% | 2,4 |
|
| 10 |
10
Goldman Sachs
New York
| US$ 408 bi | +US$ 21,8 bi | +6% | 5,11% | 130% | 7.191 | 14,09% | 3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| US$ 384 bi | +US$ 26,1 bi | +7% | 4,9% | 122% | 4.364 | 4,49% | 3,5 |
|
| 12 |
12
Bank of New York Mellon
New York
| US$ 363 bi | +US$ 8,68 bi | +2% | 4,93% | 119% | 4.427 | 6,69% | 3,3 |
|
| 13 |
13
Morgan Stanley
New York
| US$ 334 bi | +US$ 2,85 bi | +0,9% | 4,31% | 109% | 6.889 | 6,42% | 3,4 |
|
| 14 |
14
Capital Research Global Investors
Los Angeles,
California
| US$ 331 bi | +US$ 11,7 bi | +4% | 6,2% | 134% | 463 | 13,61% | 2,5 |
|
| 15 |
15
Wells Fargo
San Francisco,
California
| US$ 323 bi | +US$ 11,4 bi | +4% | 4,58% | 81,5% | 6.770 | 8,98% | 3,2 |
|
| 16 |
16
Geode Capital Management
Boston,
Massachusetts
| US$ 271 bi | +US$ 16,6 bi | +7% | 4,97% | 137% | 4.158 | 4,71% | 3,4 |
|
| 17 |
17
Invesco
Atlanta,
Georgia
| US$ 271 bi | -US$ 50,6 bi | -16% | 5,19% | 157% | 3.750 | 4,99% | 3,4 |
|
| 18 |
18
Norges Bank
Oslo,
Norway
| US$ 264 bi | +US$ 11,6 bi | +5% | 5,07% | – | 2.207 | 7,39% | 3,4 |
|
| 19 |
19
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| US$ 259 bi | +US$ 31,2 bi | +14% | 5,68% | 161% | 10.422 | 28,83% | 2 |
|
| 20 |
20
Massachusetts Financial Services
Boston,
Massachusetts
| US$ 230 bi | +US$ 4,95 bi | +2% | 3,96% | 95% | 909 | 15,18% | 2,5 |
|
| 21 |
21
Dimensional Fund Advisors
Austin,
Texas
| US$ 229 bi | +US$ 12,2 bi | +6% | 5,83% | 114% | 3.413 | 5,27% | 3,6 |
|
| 22 |
22
UBS Group
Zurich,
Switzerland
| US$ 216 bi | +US$ 23 bi | +12% | 4,2% | 113% | 8.493 | 17,14% | 2 |
|
| 23 |
23
Ameriprise
Minneapolis,
Minnesota
| US$ 210 bi | +US$ 10,3 bi | +5% | 5,35% | 117% | 3.869 | 9,12% | 2,9 |
|
| 24 |
24
Royal Bank of Canada
Toronto,
Ontario, Canada
| US$ 208 bi | +US$ 14,6 bi | +8% | 5,74% | 94,8% | 7.436 | 12,43% | 2,8 |
|
| 25 |
25
Franklin Resources
San Mateo,
California
| US$ 204 bi | +US$ 3,43 bi | +2% | 4,88% | 116% | 1.564 | 10,17% | 2,9 |
|