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, 7,067 funds (~80%) 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
BlackRock
1
BlackRock
New York
$5.7T -$187B -3% 5,768
JP Morgan Chase
2
JP Morgan Chase
New York
$1.47T -$11.9B -0.8% 6,916
Northern Trust
3
Northern Trust
Illinois
$757B -$27.8B -4% 4,560
Capital World Investors
4
Capital World Investors
California
$733B -$2.36B -0.3% 682
Charles Schwab
5
Charles Schwab
California
$654B +$10.9B +2% 3,535
Invesco
6
Invesco
Georgia
$653B +$1.12B +0.2% 3,854
Capital Research Global Investors
7
Capital Research Global Investors
California
$645B +$103B +19% 499
UBS Group
8
UBS Group
Switzerland
$564B +$58.6B +12% 10,289
Bank of New York Mellon
9
Bank of New York Mellon
New York
$544B -$23.8B -4% 4,332
Wells Fargo
10
Wells Fargo
California
$501B -$11.4B -2% 6,993
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$481B +$4.67B +1% 3,312
UBS AM
12
UBS AM
Illinois
$481B +$8.01B +2% 3,871
Legal & General Group
13
Legal & General Group
United Kingdom
$432B -$18.5B -4% 3,422
Capital International Investors
14
Capital International Investors
California
$427B -$211B -33% 503
Franklin Resources
15
Franklin Resources
California
$408B +$932M +0.2% 3,317
LPL Financial
16
LPL Financial
California
$376B +$10.4B +3% 5,955
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$374B +$36.5B +11% 4,856
N
18
Nuveen
North Carolina
$369B -$12.6B -3% 3,313
Raymond James Financial
19
Raymond James Financial
Florida
$324B +$3B +0.9% 5,361
Deutsche Bank
20
Deutsche Bank
Germany
$303B -$4.46B -1% 3,727
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$299B +$263B +731% 1,758
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$298B -$12.4B -4% 1,004
Fisher Asset Management
23
Fisher Asset Management
Washington
$295B +$1.9B +0.6% 1,133
Barclays
24
Barclays
United Kingdom
$280B +$30.8B +12% 4,586
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$245B -$6.95B -3% 3,450