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, 4,833 funds (~55%) 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
UBS Group
1
UBS Group
Switzerland
$564B +$58.6B +12% 10,289
Bank of New York Mellon
2
Bank of New York Mellon
New York
$544B -$23.8B -4% 4,332
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$481B +$4.67B +1% 3,312
Legal & General Group
4
Legal & General Group
United Kingdom
$432B -$18.5B -4% 3,422
LPL Financial
5
LPL Financial
California
$376B +$10.4B +3% 5,955
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$374B +$36.5B +11% 4,856
N
7
Nuveen
North Carolina
$369B -$12.6B -3% 3,313
Deutsche Bank
8
Deutsche Bank
Germany
$303B -$4.46B -1% 3,727
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$299B +$263B +731% 1,758
Fisher Asset Management
10
Fisher Asset Management
Washington
$295B +$1.9B +0.6% 1,133
Principal Financial Group
11
Principal Financial Group
Iowa
$187B -$8.62B -4% 2,308
Swiss National Bank
12
Swiss National Bank
Switzerland
$174B +$5.79B +3% 2,355
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$173B -$9.9B -5% 5,381
HSBC Holdings
14
HSBC Holdings
United Kingdom
$168B -$8.19B -5% 2,628
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$162B -$12.4B -7% 1,109
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$162B +$4.31B +3% 4,561
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$154B -$15.8B -9% 1,101
Jennison Associates
18
Jennison Associates
New York
$145B -$21.2B -13% 653
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$97.9B -$22.4B -19% 282
Swedbank
20
Swedbank
Sweden
$95.1B -$8.22B -8% 709
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$94.8B -$8.22B -8% 2,167
HighTower Advisors
22
HighTower Advisors
Illinois
$94.2B +$2.78B +3% 3,988
Russell Investments Group
23
Russell Investments Group
United Kingdom
$93.1B +$1.24B +1% 4,376
SG Americas Securities
24
SG Americas Securities
New York
$90.6B +$14.8B +19% 3,212
Lilly Endowment
25
Lilly Endowment
Indiana
$84.5B -$14.6B -15% 1