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, 5,222 funds (~64%) 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
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.62T +$52.9B +3% 4,587
JP Morgan Chase
3
JP Morgan Chase
New York
$1.49T -$83.6B -5% 6,795
Capital World Investors
4
Capital World Investors
California
$735B +$3.26B +0.4% 614
Goldman Sachs
5
Goldman Sachs
New York
$699B +$7.18B +1% 5,755
Capital International Investors
6
Capital International Investors
California
$638B +$18.6B +3% 486
Bank of New York Mellon
7
Bank of New York Mellon
New York
$568B +$10.3B +2% 4,313
Capital Research Global Investors
8
Capital Research Global Investors
California
$542B +$8.76B +2% 465
UBS Group
9
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Legal & General Group
10
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Franklin Resources
11
Franklin Resources
California
$407B +$6.48B +2% 3,303
LPL Financial
12
LPL Financial
California
$366B +$23.2B +7% 5,879
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$337B -$10.4B -3% 4,734
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Deutsche Bank
15
Deutsche Bank
Germany
$307B +$8.61B +3% 3,740
Fisher Asset Management
16
Fisher Asset Management
Washington
$293B +$16.7B +6% 1,126
Principal Financial Group
17
Principal Financial Group
Iowa
$196B -$2.41B -1% 2,293
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$183B +$18.2B +11% 5,371
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$170B -$3.53B -2% 1,095
Jennison Associates
20
Jennison Associates
New York
$167B -$5.21B -3% 652
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$158B +$8.1B +5% 4,315
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$158B +$29.8B +23% 5,168
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$148B +$8.6B +6% 1,655
National Pension Service
24
National Pension Service
South Korea
$135B +$6.29B +5% 577
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$127B +$7.38B +6% 116