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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
1
Vanguard Group
Malvern,
Pennsylvania
| $4.22T | +$290B | +7% | 9.24% | 121% | 4,650 | 4.19% | 26.8 |
|
| 2 |
2
BlackRock
New York
| $3.63T | +$238B | +7% | 9.11% | 135% | 5,736 | 7.27% | 23.4 |
|
| 3 |
3
State Street
Boston,
Massachusetts
| $1.9T | +$132B | +7% | 8.55% | 129% | 4,852 | 5.03% | 23.6 |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $1.19T | +$99.6B | +9% | 12.3% | 187% | 5,715 | 14.07% | 16.6 |
|
| 5 |
5
Morgan Stanley
New York
| $1.01T | +$82B | +9% | 8.05% | 109% | 7,861 | 4.76% | 25.5 |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $954B | -$19.6B | -2% | 6.36% | 92.7% | 8,229 | 12.09% | 23.6 |
|
| 7 |
7
JP Morgan Chase
New York
| $920B | +$99.4B | +12% | 8.22% | 122% | 7,602 | 18.52% | 18.1 |
|
| 8 |
8
Geode Capital Management
Boston,
Massachusetts
| $851B | +$80.9B | +11% | 9.83% | 137% | 4,889 | 4.36% | 25 |
|
| 9 |
9
T. Rowe Price Associates
Baltimore,
Maryland
| $718B | +$49.7B | +7% | 12.2% | 150% | 3,044 | 8.97% | 24.6 |
|
| 10 |
10
Wellington Management Group
Boston,
Massachusetts
| $527B | +$22.9B | +5% | 7.41% | 110% | 2,099 | 20.15% | 17.3 |
|
| 11 |
11
Northern Trust
Chicago,
Illinois
| $520B | +$16B | +3% | 8.88% | 122% | 4,684 | 5.53% | 26.9 |
|
| 12 |
12
Capital World Investors
Los Angeles,
California
| $520B | +$36.1B | +7% | 9.39% | 161% | 546 | 14.29% | 18 |
|
| 13 |
13
Norges Bank
Oslo,
Norway
| $507B | +$49.8B | +11% | 9.95% | – | 2,145 | 9.14% | 27.9 |
|
| 14 |
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $492B | +$21.5B | +5% | 9.73% | 161% | 13,811 | 23.44% | 13.2 |
|
| 15 |
15
Citadel Advisors
Miami,
Florida
| $484B | +$29.1B | +6% | 7.8% | 116% | 15,826 | 17.46% | 11.6 |
|
| 16 |
16
Bank of New York Mellon
New York
| $476B | +$19.2B | +4% | 8.88% | 119% | 4,580 | 8.58% | 25.5 |
|
| 17 |
17
Goldman Sachs
New York
| $466B | +$31.1B | +7% | 8.06% | 130% | 6,313 | 16.39% | 20.7 |
|
| 18 |
18
Capital International Investors
Los Angeles,
California
| $414B | +$25.7B | +7% | 9.2% | 138% | 464 | 12.28% | 14.7 |
|
| 19 |
19
Invesco
Atlanta,
Georgia
| $381B | +$23B | +6% | 7.94% | 157% | 4,050 | 8.99% | 24.9 |
|
| 20 |
20
Royal Bank of Canada
Toronto,
Ontario, Canada
| $381B | +$27.2B | +8% | 5.73% | 94.8% | 8,037 | 13.5% | 22.1 |
|
| 21 |
21
Capital Research Global Investors
Los Angeles,
California
| $373B | +$22.8B | +7% | 10.2% | 134% | 446 | 12.11% | 16.3 |
|
| 22 |
22
Wells Fargo
San Francisco,
California
| $362B | +$15.2B | +4% | 5.81% | 81.5% | 7,830 | 8.52% | 23.5 |
|
| 23 |
23
Charles Schwab
San Francisco,
California
| $350B | +$21.2B | +6% | 7.41% | 108% | 3,760 | 9.57% | 24.6 |
|
| 24 |
24
Berkshire Hathaway
Omaha,
Nebraska
| $348B | +$23.1B | +7% | 9.83% | 60.8% | 51 | 11.76% | 19.7 |
|
| 25 |
25
Ameriprise
Minneapolis,
Minnesota
| $319B | +$14B | +5% | 7.8% | 117% | 4,072 | 7.66% | 24.8 |
|