Latest Stock Portfolios of the
World's Best Investors
& Hedge Funds
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
# | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Return | 3 Year Return | Holdings | |
---|---|---|---|---|---|---|---|---|
1 |
1
Vanguard Group
Malvern,
Pennsylvania
| $5.53T | -$210B | -4% | 2.6% | 104% | 4,371 |
|
2 |
2
BlackRock
New York
| $4.74T | -$191B | -4% | 2.66% | 103% | 5,538 |
|
3 |
3
State Street
Boston,
Massachusetts
| $2.43T | -$108B | -4% | 2.11% | 98.7% | 4,384 |
|
4 |
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4
Fidelity Investments
Boston,
Massachusetts
| $1.57T | -$109B | -7% | 3.38% | 155% | 5,828 |
|
5 |
5
Morgan Stanley
New York
| $1.4T | -$28.7B | -2% | 1.66% | 89.5% | 8,402 |
|
6 |
6
Geode Capital Management
Boston,
Massachusetts
| $1.27T | -$18.6B | -1% | 2.77% | 110% | 4,591 |
|
7 |
7
Bank of America
Charlotte,
North Carolina
| $1.13T | +$44.5B | +4% | 1.35% | 62.6% | 7,547 |
|
8 |
8
T. Rowe Price Associates
Baltimore,
Maryland
| $812B | -$55.5B | -6% | 2.48% | 128% | 3,103 |
|
9 |
9
Northern Trust
Chicago,
Illinois
| $674B | -$32.7B | -5% | 2.45% | 97.6% | 4,571 |
|
10 |
10
Capital World Investors
Los Angeles,
California
| $617B | -$41.5B | -6% | 0.39% | 131% | 587 |
|
11 |
11
Charles Schwab
San Francisco,
California
| $534B | -$8.92B | -2% | 1.37% | 82.5% | 3,550 |
|
12 |
12
Invesco
Atlanta,
Georgia
| $528B | -$12.9B | -2% | 1.6% | 99.2% | 3,864 |
|
13 |
13
Goldman Sachs
New York
| $527B | +$5.76B | +1% | 1.72% | 75.5% | 5,378 |
|
14 |
14
Wellington Management Group
Boston,
Massachusetts
| $520B | -$26.3B | -5% | 1.37% | 86.9% | 2,068 |
|
15 |
15
Capital International Investors
Los Angeles,
California
| $509B | -$23.8B | -4% | 0.97% | 123% | 471 |
|
16 |
16
Bank of New York Mellon
New York
| $505B | -$36.5B | -7% | 2.2% | 96.5% | 4,210 |
|
17 |
17
Capital Research Global Investors
Los Angeles,
California
| $460B | -$26.5B | -5% | 0.62% | 132% | 477 |
|
18 |
18
UBS Group
Zurich,
Switzerland
| $452B | +$5.56B | +1% | 1.4% | 59.8% | 9,610 |
|
19 |
19
Royal Bank of Canada
Toronto,
Ontario, Canada
| $447B | -$15.3B | -3% | 0.85% | 61.3% | 6,863 |
|
20 |
20
Wells Fargo
San Francisco,
California
| $415B | -$1.05B | -0.3% | 1.14% | 56.9% | 6,771 |
|
21 |
21
Dimensional Fund Advisors
Austin,
Texas
| $402B | -$14.1B | -3% | 1.95% | 80.5% | 3,398 |
|
22 |
22
UBS AM
Chicago,
Illinois
| $391B | -$38.3B | -9% | 2.15% | 103% | 2,762 |
|
23 |
23
Ameriprise
Minneapolis,
Minnesota
| $370B | -$19.2B | -5% | 1.97% | 85.2% | 4,165 |
|
24 |
24
Legal & General Group
London,
United Kingdom
| $367B | -$10.7B | -3% | 2.61% | 101% | 3,412 |
|
25 |
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25
Franklin Resources
San Mateo,
California
| $345B | -$12.5B | -4% | 1.67% | 91.7% | 3,111 |
|