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, 7,802 funds (~96%) 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
BlackRock
2
BlackRock
New York
$5.89T +$210B +4% 5,631
State Street
3
State Street
Massachusetts
$2.98T +$97.1B +3% 4,392
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96T +$38B +2% 5,686
Morgan Stanley
5
Morgan Stanley
New York
$1.67T +$23.3B +1% 8,613
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.62T +$52.9B +3% 4,587
JP Morgan Chase
7
JP Morgan Chase
New York
$1.49T -$83.6B -5% 6,795
Bank of America
8
Bank of America
North Carolina
$1.37T +$39.7B +3% 7,643
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$927B -$7.25B -0.8% 3,162
Northern Trust
10
Northern Trust
Illinois
$784B +$2.67B +0.3% 4,578
Capital World Investors
11
Capital World Investors
California
$735B +$3.26B +0.4% 614
Goldman Sachs
12
Goldman Sachs
New York
$699B +$7.18B +1% 5,755
Charles Schwab
13
Charles Schwab
California
$644B +$17.1B +3% 3,523
Capital International Investors
14
Capital International Investors
California
$638B +$18.6B +3% 486
Wellington Management Group
15
Wellington Management Group
Massachusetts
$571B -$592M -0.1% 2,066
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$569B +$6.91B +1% 7,311
Bank of New York Mellon
17
Bank of New York Mellon
New York
$568B +$10.3B +2% 4,313
Capital Research Global Investors
18
Capital Research Global Investors
California
$542B +$8.76B +2% 465
Wells Fargo
19
Wells Fargo
California
$513B +$22.3B +5% 6,927
UBS Group
20
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$477B +$10.7B +2% 3,340
UBS AM
22
UBS AM
Illinois
$473B +$12.4B +3% 3,346
Legal & General Group
23
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Ameriprise
24
Ameriprise
Minnesota
$442B +$7.35B +2% 4,220
Franklin Resources
25
Franklin Resources
California
$407B +$6.48B +2% 3,303