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

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 5,726 funds (~71%) 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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.9T +$217B +3% 4,426
BlackRock
2
BlackRock
New York
$5.89T +$210B +4% 5,631
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.62T +$52.9B +3% 4,587
JP Morgan Chase
4
JP Morgan Chase
New York
$1.49T -$83.6B -5% 6,795
Capital World Investors
5
Capital World Investors
California
$735B +$3.26B +0.4% 614
Goldman Sachs
6
Goldman Sachs
New York
$699B +$7.18B +1% 5,755
Capital International Investors
7
Capital International Investors
California
$638B +$18.6B +3% 486
Bank of New York Mellon
8
Bank of New York Mellon
New York
$568B +$10.3B +2% 4,313
Capital Research Global Investors
9
Capital Research Global Investors
California
$542B +$8.76B +2% 465
UBS Group
10
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$477B +$10.7B +2% 3,340
Legal & General Group
12
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Franklin Resources
13
Franklin Resources
California
$407B +$6.48B +2% 3,303
N
14
Nuveen
North Carolina
$382B +$3.03B +0.8% 3,335
LPL Financial
15
LPL Financial
California
$366B +$23.2B +7% 5,879
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$337B -$10.4B -3% 4,734
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Deutsche Bank
18
Deutsche Bank
Germany
$307B +$8.61B +3% 3,740
Fisher Asset Management
19
Fisher Asset Management
Washington
$293B +$16.7B +6% 1,126
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$252B +$9.07B +4% 3,366
Principal Financial Group
21
Principal Financial Group
Iowa
$196B -$2.41B -1% 2,293
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$183B +$18.2B +11% 5,371
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$175B +$7.86B +5% 1,093
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$170B -$3.53B -2% 1,095
Swiss National Bank
25
Swiss National Bank
Switzerland
$168B -$4.35B -3% 2,386