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, 4,087 funds (~50%) 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
UBS Group
2
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Principal Financial Group
4
Principal Financial Group
Iowa
$196B -$2.41B -1% 2,293
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$183B +$18.2B +11% 5,371
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$170B -$3.53B -2% 1,095
Jennison Associates
7
Jennison Associates
New York
$167B -$5.21B -3% 652
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$158B +$8.1B +5% 3,822
Mitsubishi UFJ Asset Management
9
Mitsubishi UFJ Asset Management
Japan
$148B +$8.6B +6% 1,655
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$120B -$14.7B -11% 286
Nordea Investment Management
11
Nordea Investment Management
Sweden
$116B +$2.28B +2% 887
Swedbank
12
Swedbank
Sweden
$103B +$4.72B +5% 700
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$103B -$692M -0.7% 2,128
Lilly Endowment
14
Lilly Endowment
Indiana
$99.1B +$26.2B +36% 1
HighTower Advisors
15
HighTower Advisors
Illinois
$91.4B +$3.38B +4% 3,870
US Bancorp
16
US Bancorp
Minnesota
$85.3B +$978M +1% 4,220
SG Americas Securities
17
SG Americas Securities
New York
$75.9B +$48.5B +177% 3,241
Truist Financial
18
Truist Financial
North Carolina
$74.8B +$1.06B +1% 2,857
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$73.7B +$7.64B +12% 3,805
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$70.2B +$1.19B +2% 895
Mitsubishi UFJ Financial Group
21
Mitsubishi UFJ Financial Group
Japan
$66.9B +$7B +12% 1
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$66.6B -$1.07B -2% 1,251
Bessemer Group
23
Bessemer Group
New Jersey
$65.1B -$256M -0.4% 2,799
Aberdeen Group
24
Aberdeen Group
United Kingdom
$64.6B +$1.37B +2% 995
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$61.7B -$568M -0.9% 1,774