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, 4,488 funds (~51%) 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
LPL Financial
4
LPL Financial
California
$376B +$10.4B +3% 5,955
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$374B +$36.5B +11% 4,856
N
6
Nuveen
North Carolina
$369B -$12.6B -3% 3,313
Deutsche Bank
7
Deutsche Bank
Germany
$303B -$4.46B -1% 3,727
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$299B +$263B +731% 1,758
Fisher Asset Management
9
Fisher Asset Management
Washington
$295B +$1.9B +0.6% 1,133
Principal Financial Group
10
Principal Financial Group
Iowa
$187B -$8.62B -4% 2,308
Swiss National Bank
11
Swiss National Bank
Switzerland
$174B +$5.79B +3% 2,355
HSBC Holdings
12
HSBC Holdings
United Kingdom
$168B -$8.19B -5% 2,628
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$162B -$12.4B -7% 1,109
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$162B +$4.31B +3% 4,561
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$154B -$15.8B -9% 1,101
Jennison Associates
16
Jennison Associates
New York
$145B -$21.2B -13% 653
Swedbank
17
Swedbank
Sweden
$95.1B -$8.22B -8% 709
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$94.8B -$8.22B -8% 2,167
HighTower Advisors
19
HighTower Advisors
Illinois
$94.2B +$2.78B +3% 3,988
SG Americas Securities
20
SG Americas Securities
New York
$90.6B +$14.8B +19% 3,212
Lilly Endowment
21
Lilly Endowment
Indiana
$84.5B -$14.6B -15% 1
Truist Financial
22
Truist Financial
North Carolina
$74.1B -$786M -1% 2,926
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$71.6B -$3.42B -5% 4,506
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$71.6B -$3.35B -4% 3,235
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$70.2B -$56.5M -0.1% 889