Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 5,969 funds (~68%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
Capital World Investors
1
Capital World Investors
California
$733B -$2.36B -0.3% 682
Invesco
2
Invesco
Georgia
$653B +$1.12B +0.2% 3,854
Capital Research Global Investors
3
Capital Research Global Investors
California
$645B +$103B +19% 499
UBS Group
4
UBS Group
Switzerland
$564B +$58.6B +12% 10,289
Bank of New York Mellon
5
Bank of New York Mellon
New York
$544B -$23.8B -4% 4,332
Wells Fargo
6
Wells Fargo
California
$501B -$11.4B -2% 6,993
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$481B +$4.67B +1% 3,312
UBS AM
8
UBS AM
Illinois
$481B +$8.01B +2% 3,871
Legal & General Group
9
Legal & General Group
United Kingdom
$432B -$18.5B -4% 3,422
Capital International Investors
10
Capital International Investors
California
$427B -$211B -33% 503
Franklin Resources
11
Franklin Resources
California
$408B +$932M +0.2% 3,317
LPL Financial
12
LPL Financial
California
$376B +$10.4B +3% 5,955
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$374B +$36.5B +11% 4,856
N
14
Nuveen
North Carolina
$369B -$12.6B -3% 3,313
Deutsche Bank
15
Deutsche Bank
Germany
$303B -$4.46B -1% 3,727
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$299B +$263B +731% 1,758
Fisher Asset Management
17
Fisher Asset Management
Washington
$295B +$1.9B +0.6% 1,133
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$245B -$6.95B -3% 3,450
Principal Financial Group
19
Principal Financial Group
Iowa
$187B -$8.62B -4% 2,308
Swiss National Bank
20
Swiss National Bank
Switzerland
$174B +$5.79B +3% 2,355
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$173B -$9.9B -5% 5,381
HSBC Holdings
22
HSBC Holdings
United Kingdom
$168B -$8.19B -5% 2,628
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$162B -$12.4B -7% 1,109
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$162B +$4.31B +3% 4,561
Citigroup
25
Citigroup
New York
$157B +$10.3B +7% 5,609