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, 4,389 funds (~54%) 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
Legal & General Group
3
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Fisher Asset Management
5
Fisher Asset Management
Washington
$293B +$16.7B +6% 1,126
Principal Financial Group
6
Principal Financial Group
Iowa
$196B -$2.41B -1% 2,293
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$183B +$18.2B +11% 5,371
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$170B -$3.53B -2% 1,095
Jennison Associates
9
Jennison Associates
New York
$167B -$5.21B -3% 652
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$158B +$8.1B +5% 3,822
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$148B +$8.6B +6% 1,655
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$120B -$14.7B -11% 286
Nordea Investment Management
13
Nordea Investment Management
Sweden
$116B +$2.28B +2% 887
Swedbank
14
Swedbank
Sweden
$103B +$4.72B +5% 700
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$103B -$692M -0.7% 2,128
Lilly Endowment
16
Lilly Endowment
Indiana
$99.1B +$26.2B +36% 1
HighTower Advisors
17
HighTower Advisors
Illinois
$91.4B +$3.38B +4% 3,870
US Bancorp
18
US Bancorp
Minnesota
$85.3B +$978M +1% 4,220
SG Americas Securities
19
SG Americas Securities
New York
$75.9B +$48.5B +177% 3,241
Truist Financial
20
Truist Financial
North Carolina
$74.8B +$1.06B +1% 2,857
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$73.7B +$7.64B +12% 3,805
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$70.2B +$1.19B +2% 895
Mitsubishi UFJ Financial Group
23
Mitsubishi UFJ Financial Group
Japan
$66.9B +$7B +12% 1
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$66.6B -$1.07B -2% 1,251
Bessemer Group
25
Bessemer Group
New Jersey
$65.1B -$256M -0.4% 2,799