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, 6,506 funds (~80%) 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
State Street
3
State Street
Massachusetts
$2.98T +$97.1B +3% 4,392
Morgan Stanley
4
Morgan Stanley
New York
$1.67T +$23.3B +1% 8,613
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.62T +$52.9B +3% 4,587
JP Morgan Chase
6
JP Morgan Chase
New York
$1.49T -$83.6B -5% 6,795
Capital World Investors
7
Capital World Investors
California
$735B +$3.26B +0.4% 614
Goldman Sachs
8
Goldman Sachs
New York
$699B +$7.18B +1% 5,755
Charles Schwab
9
Charles Schwab
California
$644B +$17.1B +3% 3,523
Capital International Investors
10
Capital International Investors
California
$638B +$18.6B +3% 486
Bank of New York Mellon
11
Bank of New York Mellon
New York
$568B +$10.3B +2% 4,313
Capital Research Global Investors
12
Capital Research Global Investors
California
$542B +$8.76B +2% 465
Wells Fargo
13
Wells Fargo
California
$513B +$22.3B +5% 6,927
UBS Group
14
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$477B +$10.7B +2% 3,340
UBS AM
16
UBS AM
Illinois
$473B +$12.4B +3% 3,346
Legal & General Group
17
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Franklin Resources
18
Franklin Resources
California
$407B +$6.48B +2% 3,303
N
19
Nuveen
North Carolina
$382B +$3.03B +0.8% 3,335
LPL Financial
20
LPL Financial
California
$366B +$23.2B +7% 5,879
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$337B -$10.4B -3% 4,734
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Deutsche Bank
23
Deutsche Bank
Germany
$307B +$8.61B +3% 3,740
Fisher Asset Management
24
Fisher Asset Management
Washington
$293B +$16.7B +6% 1,126
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$252B +$9.07B +4% 3,366