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, 5,705 funds (~65%) 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
Invesco
1
Invesco
Georgia
$653B +$1.12B +0.2% 3,854
UBS Group
2
UBS Group
Switzerland
$564B +$58.6B +12% 10,289
Bank of New York Mellon
3
Bank of New York Mellon
New York
$544B -$23.8B -4% 4,332
Wells Fargo
4
Wells Fargo
California
$501B -$11.4B -2% 6,993
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$481B +$4.67B +1% 3,312
Legal & General Group
6
Legal & General Group
United Kingdom
$432B -$18.5B -4% 3,422
LPL Financial
7
LPL Financial
California
$376B +$10.4B +3% 5,955
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$374B +$36.5B +11% 4,856
N
9
Nuveen
North Carolina
$369B -$12.6B -3% 3,313
Deutsche Bank
10
Deutsche Bank
Germany
$303B -$4.46B -1% 3,727
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$299B +$263B +731% 1,758
Fisher Asset Management
12
Fisher Asset Management
Washington
$295B +$1.9B +0.6% 1,133
Principal Financial Group
13
Principal Financial Group
Iowa
$187B -$8.62B -4% 2,308
Swiss National Bank
14
Swiss National Bank
Switzerland
$174B +$5.79B +3% 2,355
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$173B -$9.9B -5% 5,381
HSBC Holdings
16
HSBC Holdings
United Kingdom
$168B -$8.19B -5% 2,628
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$162B -$12.4B -7% 1,109
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$162B +$4.31B +3% 4,561
Citigroup
19
Citigroup
New York
$157B +$10.3B +7% 5,609
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$154B -$15.8B -9% 1,101
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$152B -$6.11B -4% 5,331
Mitsubishi UFJ Asset Management
22
Mitsubishi UFJ Asset Management
Japan
$149B +$1.46B +1% 1,643
Creative Planning
23
Creative Planning
Kansas
$147B +$7.72B +6% 4,197
Jennison Associates
24
Jennison Associates
New York
$145B -$21.2B -13% 653
National Pension Service
25
National Pension Service
South Korea
$132B -$3.39B -3% 580