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, 4,457 funds (~55%) 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
UBS Group
3
UBS Group
Switzerland
$505B -$6.68B -1% 10,065
Legal & General Group
4
Legal & General Group
United Kingdom
$451B +$5.15B +1% 3,462
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$310B -$12.9B -4% 957
Fisher Asset Management
6
Fisher Asset Management
Washington
$293B +$16.7B +6% 1,126
Principal Financial Group
7
Principal Financial Group
Iowa
$196B -$2.41B -1% 2,293
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$183B +$18.2B +11% 5,371
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$170B -$3.53B -2% 1,095
Jennison Associates
10
Jennison Associates
New York
$167B -$5.21B -3% 652
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$158B +$8.1B +5% 3,822
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$148B +$8.6B +6% 1,655
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$120B -$14.7B -11% 286
Nordea Investment Management
14
Nordea Investment Management
Sweden
$116B +$2.28B +2% 887
Swedbank
15
Swedbank
Sweden
$103B +$4.72B +5% 700
Pictet Asset Management
16
Pictet Asset Management
Switzerland
$103B -$692M -0.7% 2,128
Lilly Endowment
17
Lilly Endowment
Indiana
$99.1B +$26.2B +36% 1
HighTower Advisors
18
HighTower Advisors
Illinois
$91.4B +$3.38B +4% 3,870
US Bancorp
19
US Bancorp
Minnesota
$85.3B +$978M +1% 4,220
SG Americas Securities
20
SG Americas Securities
New York
$75.9B +$48.5B +177% 3,241
Truist Financial
21
Truist Financial
North Carolina
$74.8B +$1.06B +1% 2,857
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$73.7B +$7.64B +12% 3,805
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$70.2B +$1.19B +2% 895
Mitsubishi UFJ Financial Group
24
Mitsubishi UFJ Financial Group
Japan
$66.9B +$7B +12% 1
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$66.6B -$1.07B -2% 1,251