Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53T -$210B -4% 4,371
BlackRock
2
BlackRock
New York
$4.74T -$191B -4% 5,538
State Street
3
State Street
Massachusetts
$2.43T -$108B -4% 4,384
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57T -$109B -7% 5,828
Morgan Stanley
5
Morgan Stanley
New York
$1.4T -$28.7B -2% 8,402
JP Morgan Chase
6
JP Morgan Chase
New York
$1.31T +$48.6B +4% 6,769
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.27T -$18.6B -1% 4,591
Bank of America
8
Bank of America
North Carolina
$1.13T +$44.5B +4% 7,547
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$812B -$55.5B -6% 3,103
Norges Bank
10
Norges Bank
Norway
$712B -$49.6B -7% 1,892
Northern Trust
11
Northern Trust
Illinois
$674B -$32.7B -5% 4,571
Capital World Investors
12
Capital World Investors
California
$617B -$41.5B -6% 587
Charles Schwab
13
Charles Schwab
California
$533B -$9.35B -2% 3,548
Invesco
14
Invesco
Georgia
$528B -$12.9B -2% 3,864
Goldman Sachs
15
Goldman Sachs
New York
$527B +$5.76B +1% 5,378
Wellington Management Group
16
Wellington Management Group
Massachusetts
$520B -$26.3B -5% 2,068
Capital International Investors
17
Capital International Investors
California
$509B -$23.8B -4% 471
Bank of New York Mellon
18
Bank of New York Mellon
New York
$505B -$36.5B -7% 4,210
Capital Research Global Investors
19
Capital Research Global Investors
California
$460B -$26.5B -5% 477
UBS Group
20
UBS Group
Switzerland
$452B +$5.56B +1% 9,610
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$447B -$15.3B -3% 6,863
Wells Fargo
22
Wells Fargo
California
$415B -$1.05B -0.3% 6,771
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$402B -$14.1B -3% 3,398
UBS AM
24
UBS AM
Illinois
$391B -$38.3B -9% 2,762
Ameriprise
25
Ameriprise
Minnesota
$370B -$19.2B -5% 4,165