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

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 4,458 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
$6.68T +$502B +8% 4,442
Charles Schwab
2
Charles Schwab
California
$626B +$48.2B +8% 3,560
Bank of New York Mellon
3
Bank of New York Mellon
New York
$557B +$28.1B +5% 4,269
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$348B +$4.83B +1% 4,707
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$323B +$7.68B +2% 944
Principal Financial Group
6
Principal Financial Group
Iowa
$198B +$9.09B +5% 2,357
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$174B +$13.3B +8% 1,090
Jennison Associates
8
Jennison Associates
New York
$172B +$3.16B +2% 667
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$165B +$9.69B +6% 5,283
Jones Financial Companies
10
Jones Financial Companies
Missouri
$147B +$14.9B +11% 4,411
Citigroup
11
Citigroup
New York
$145B +$714M +0.5% 5,504
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$135B +$1.11B +0.8% 283
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$125B +$7.74B +7% 4,268
Nordea Investment Management
14
Nordea Investment Management
Sweden
$114B +$6.39B +6% 886
Swedbank
15
Swedbank
Sweden
$98.7B +$9.69B +11% 700
HighTower Advisors
16
HighTower Advisors
Illinois
$88.1B +$8.24B +10% 3,841
Allianz Asset Management
17
Allianz Asset Management
Germany
$81.3B +$6.36B +8% 1,640
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$77.3B +$2.15B +3% 3,255
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$77.2B +$1.5B +2% 4,469
Truist Financial
20
Truist Financial
North Carolina
$73.8B +$5.63B +8% 2,781
Lilly Endowment
21
Lilly Endowment
Indiana
$72.9B -$1.99B -3% 1
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$69B +$7.18B +12% 905
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$67.7B +$4.68B +7% 1,259
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$66.1B +$5.67B +9% 3,686
Bessemer Group
25
Bessemer Group
New Jersey
$65.4B +$3.78B +6% 2,787