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, 8,405 funds (~95%) 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
BlackRock
1
BlackRock
New York
$5.7T -$187B -3% 5,768
State Street
2
State Street
Massachusetts
$2.9T -$84.6B -3% 4,379
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.9T -$63.3B -3% 5,679
Morgan Stanley
4
Morgan Stanley
New York
$1.66T -$15.2B -0.9% 8,649
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.61T -$12.9B -0.8% 4,629
JP Morgan Chase
6
JP Morgan Chase
New York
$1.47T -$11.9B -0.8% 6,916
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$865B -$62.5B -7% 3,208
Goldman Sachs
8
Goldman Sachs
New York
$761B +$58B +8% 5,967
Northern Trust
9
Northern Trust
Illinois
$757B -$27.8B -4% 4,560
Capital World Investors
10
Capital World Investors
California
$733B -$2.36B -0.3% 682
Charles Schwab
11
Charles Schwab
California
$654B +$10.9B +2% 3,535
Invesco
12
Invesco
Georgia
$653B +$1.12B +0.2% 3,854
Capital Research Global Investors
13
Capital Research Global Investors
California
$645B +$103B +19% 499
UBS Group
14
UBS Group
Switzerland
$564B +$58.6B +12% 10,289
Bank of New York Mellon
15
Bank of New York Mellon
New York
$544B -$23.8B -4% 4,332
Wellington Management Group
16
Wellington Management Group
Massachusetts
$535B -$35.2B -6% 2,027
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$528B -$41.2B -7% 7,416
Wells Fargo
18
Wells Fargo
California
$501B -$11.4B -2% 6,993
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$481B +$4.67B +1% 3,312
UBS AM
20
UBS AM
Illinois
$481B +$8.01B +2% 3,871
Legal & General Group
21
Legal & General Group
United Kingdom
$432B -$18.5B -4% 3,422
Ameriprise
22
Ameriprise
Minnesota
$431B -$11.2B -3% 4,236
Capital International Investors
23
Capital International Investors
California
$427B -$211B -33% 503
Franklin Resources
24
Franklin Resources
California
$408B +$932M +0.2% 3,317
LPL Financial
25
LPL Financial
California
$376B +$10.4B +3% 5,955