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Fund Report Cards

Every quarter, funds managing over $100M must disclose their holdings to the SEC. We backtested every new position after it became public. These are their real report cards.

2,000 funds tested: 80.2% Not significant · 2.2% Significant (≈ the 5% expected from pure chance) · 15.9% Not enough history · 1.8% Negative
2026Q2 is currently marked final: holdings use each fund's latest effective filing, so a small number may still show the prior quarter. Each fund page states its actual period; report-card verdicts use only historical quarters with observable forward returns.
Rank Fund 13F equity value Quarters New Picks 6M Excess Return Edge Confidence (t) Win rate Verdict
1 BlackRock, Inc. $6.71T 0 0 — — — Not enough history
2 VANGUARD CAPITAL MANAGEMENT LLC $4.68T 0 0 — — — Not enough history
3 STATE STREET CORP $3.38T 50 786 -0.5% -0.30 44% Not significant
4 FMR LLC $2.30T 51 2526 1.2% 1.20 57% Not significant
5 VANGUARD PORTFOLIO MANAGEMENT LLC $2.22T 0 0 — — — Not enough history
6 MORGAN STANLEY $1.89T 28 106 0.7% 0.17 50% Not significant
7 GEODE CAPITAL MANAGEMENT, LLC $1.88T 50 482 -0.6% -0.25 50% Not significant
8 JPMORGAN CHASE & CO $1.71T 50 1416 1.4% 1.00 60% Not significant
9 BANK OF AMERICA CORP /DE/ $1.55T 44 239 7.6% 2.21 52% Significant
10 Invesco Ltd. $1.26T 51 1735 1.4% 1.02 51% Not significant
11 NORGES BANK $1.00T 0 0 — — — Not enough history
12 PRICE T ROWE ASSOCIATES INC /MD/ $999.1B 51 1766 2.5% 1.91 57% Not significant
13 GOLDMAN SACHS GROUP INC $953.5B 51 1552 -0.7% -0.66 55% Not significant
14 NORTHERN TRUST CORP $859.8B 50 432 -0.8% -0.32 42% Not significant
15 Capital World Investors $846.4B 51 1055 -0.1% -0.12 49% Not significant
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC $751.3B 51 793 3.1% 1.35 51% Not significant
17 Banque Cantonale Vaudoise $721.7B 23 929 -1.0% -0.65 52% Not significant
18 Capital Research Global Investors $716.9B 51 856 0.2% 0.20 55% Not significant
19 UBS Group AG $629.2B 42 642 0.1% 0.03 38% Not significant
20 Bank of New York Mellon Corp $609.3B 50 646 2.9% 1.23 60% Not significant
21 ROYAL BANK OF CANADA $590.8B 51 1037 -1.4% -0.74 49% Not significant
22 WELLINGTON MANAGEMENT GROUP LLP $580.1B 51 4430 0.8% 1.59 57% Not significant
23 WELLS FARGO & COMPANY/MN $575.3B 50 421 3.1% 0.95 62% Not significant
24 DIMENSIONAL FUND ADVISORS LP $551.8B 51 1144 2.4% 1.48 51% Not significant
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME $550.1B 49 2804 0.8% 0.71 49% Not significant
26 AMERIPRISE FINANCIAL INC $494.2B 51 2272 0.3% 0.28 39% Not significant
27 Capital International Investors $483.6B 51 810 1.3% 1.19 45% Not significant
28 Legal & General Group Plc $479.5B 51 1507 -2.4% -1.34 41% Not significant
29 FRANKLIN RESOURCES INC $461.9B 51 3223 1.0% 1.57 51% Not significant
30 VANGUARD FIDUCIARY TRUST CO $454.4B 0 0 — — — Not enough history
31 LPL Financial LLC $444.6B 51 3963 -0.1% -0.17 31% Not significant
32 ENVESTNET ASSET MANAGEMENT INC $424.2B 51 4057 -0.1% -0.20 39% Not significant
33 Nuveen, LLC $419.2B 0 0 — — — Not enough history
34 Amundi $415.6B 19 2088 -0.7% -0.68 37% Not significant
35 RAYMOND JAMES FINANCIAL INC $368.7B 0 0 — — — Not enough history
36 DEUTSCHE BANK AG\ $344.1B 49 2386 -1.3% -0.91 43% Not significant
37 Fisher Asset Management, LLC $335.8B 50 1678 0.8% 1.04 48% Not significant
38 BARCLAYS PLC $316.8B 51 1866 2.3% 1.77 55% Not significant
39 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $315.2B 51 1832 -0.0% -0.05 39% Not significant
40 ALLIANCEBERNSTEIN L.P. $302.3B 51 1612 -0.8% -0.66 49% Not significant
41 BERKSHIRE HATHAWAY INC $299.3B 30 61 -0.0% -0.02 37% Not significant
42 AQR CAPITAL MANAGEMENT LLC $286.8B 51 4342 0.1% 0.18 55% Not significant
43 BANK OF MONTREAL /CAN/ $275.2B 50 3204 2.8% 2.33 58% Significant
44 JONES FINANCIAL COMPANIES LLLP $249.8B 50 3792 -1.4% -1.23 48% Not significant
45 Jupiter Topco LLC $245.4B 0 0 — — — Not enough history
46 AMERICAN CENTURY COMPANIES INC $226.3B 51 4497 0.4% 0.74 51% Not significant
47 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $225.4B 37 8820 -0.3% -0.69 43% Not significant
48 CITIGROUP INC $215.3B 51 764 2.0% 0.89 59% Not significant
49 Vanguard Global Advisers, LLC $214.6B 0 0 — — — Not enough history
50 HSBC HOLDINGS PLC $208.1B 51 5602 -0.2% -0.40 47% Not significant
51 PRINCIPAL FINANCIAL GROUP INC $203.6B 51 2301 1.5% 0.68 43% Not significant
52 PNC FINANCIAL SERVICES GROUP, INC. $201.8B 51 2369 0.7% 0.63 61% Not significant
53 JANUS HENDERSON GROUP PLC $201.7B 51 2929 0.5% 0.66 55% Not significant
54 BNP PARIBAS FINANCIAL MARKETS $191.4B 50 5557 1.0% 0.64 48% Not significant
55 Swiss National Bank $191.4B 46 1253 -0.1% -0.05 46% Not significant
56 DODGE & COX $191.0B 45 196 -1.9% -0.95 53% Not significant
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $187.2B 50 5915 -0.2% -0.42 38% Not significant
58 CANADA PENSION PLAN INVESTMENT BOARD $180.8B 51 5221 0.4% 0.68 43% Not significant
59 Mitsubishi UFJ Asset Management Co., Ltd. $180.4B 51 1278 -0.2% -0.11 31% Not significant
60 VICTORY CAPITAL MANAGEMENT INC $178.3B 50 3777 1.7% 1.57 44% Not significant
61 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM $177.4B 48 805 2.2% 0.89 60% Not significant
62 Sumitomo Mitsui Trust Group, Inc. $175.1B 51 1207 -0.8% -0.72 41% Not significant
63 CITADEL ADVISORS LLC $174.1B 51 7749 0.5% 1.44 55% Not significant
64 SG Americas Securities, LLC $174.1B 51 10977 0.2% 0.44 51% Not significant
65 Creative Planning $171.1B 51 5166 1.0% 1.71 59% Not significant
66 FIRST TRUST ADVISORS LP $170.0B 51 4287 -0.1% -0.22 41% Not significant
67 PRIMECAP MANAGEMENT CO/CA/ $169.1B 50 249 0.4% 0.26 50% Not significant
68 JENNISON ASSOCIATES LLC $166.7B 51 2522 0.7% 1.18 53% Not significant
69 VAN ECK ASSOCIATES CORP $164.1B 51 1839 -0.0% -0.01 35% Not significant
70 D. E. Shaw & Co., Inc. $161.8B 51 8252 0.1% 0.16 55% Not significant
71 JANE STREET GROUP, LLC $157.1B 47 11257 -0.5% -1.38 36% Not significant
72 National Pension Service $155.1B 40 690 1.3% 0.67 53% Not significant
73 Assenagon Asset Management S.A. $154.1B 37 5699 0.6% 1.52 51% Not significant
74 T. Rowe Price Investment Management, Inc. $152.6B 14 824 1.2% 1.59 36% Not significant
75 Neuberger Berman Group LLC $149.9B 51 3062 -0.1% -0.27 47% Not significant
76 MILLENNIUM MANAGEMENT LLC $148.1B 51 9308 -0.4% -1.04 47% Not significant
77 VANGUARD ASSET MANAGEMENT, Ltd $148.0B 0 0 — — — Not enough history
78 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $146.1B 28 50 5.0% 2.22 57% Significant
79 SCHRODER INVESTMENT MANAGEMENT GROUP $141.1B 51 3264 0.6% 0.89 47% Not significant
80 FIL Ltd $139.2B 51 2476 0.4% 0.54 37% Not significant
81 PeakShares LLC $134.4B 0 0 — — — Not enough history
82 TWO SIGMA INVESTMENTS, LP $132.9B 51 12894 0.1% 0.46 45% Not significant
83 RHUMBLINE ADVISERS $132.6B 51 1377 -1.3% -0.99 45% Not significant
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE $128.1B 51 1896 0.9% 0.71 43% Not significant
85 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt $127.3B 37 2221 0.3% 0.51 49% Not significant
86 NORDEA INVESTMENT MANAGEMENT AB $122.6B 51 1698 0.4% 0.48 45% Not significant
87 Clearbridge Investments, LLC $120.9B 51 1362 -0.1% -0.12 45% Not significant
88 First Eagle Investment Management, LLC $120.7B 50 805 -1.1% -0.80 38% Not significant
89 STIFEL FINANCIAL CORP $120.2B 48 3183 1.1% 1.36 52% Not significant
90 MARSHALL WACE, LLP $118.5B 48 13840 -0.3% -1.26 46% Not significant
91 Swedbank AB $116.0B 20 776 -5.6% -2.50 35% Negative
92 VOYA INVESTMENT MANAGEMENT LLC $115.6B 51 2034 -1.2% -1.28 37% Not significant
93 TD ASSET MANAGEMENT INC $115.4B 51 1812 0.9% 0.96 39% Not significant
94 NATIONAL BANK OF CANADA /FI/ $114.2B 17 1618 1.7% 1.38 82% Not significant
95 Russell Investments Group, Ltd. $114.0B 37 2854 1.2% 1.17 57% Not significant
96 SEI INVESTMENTS CO $113.3B 43 3518 0.4% 0.66 54% Not significant
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP $112.7B 51 10978 -0.1% -0.21 43% Not significant
98 Boston Partners $112.6B 50 2057 0.1% 0.15 46% Not significant
99 BAILLIE GIFFORD & CO $110.2B 51 525 0.3% 0.16 45% Not significant
100 Cetera Investment Advisers $109.8B 41 3180 -0.1% -0.08 44% Not significant
101 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $108.6B 45 844 -0.3% -0.11 49% Not significant
102 LILLY ENDOWMENT INC $108.4B 0 0 — — — Not enough history
103 Allianz Asset Management GmbH $108.0B 51 4270 0.5% 1.12 43% Not significant
104 Pictet Asset Management Holding SA $104.6B 10 611 0.9% 0.59 50% Not significant
105 HighTower Advisors, LLC $104.1B 51 4229 0.1% 0.26 39% Not significant
106 MACKENZIE FINANCIAL CORP $100.0B 51 4229 -0.2% -0.48 35% Not significant
107 Sanders Capital, LLC $99.8B 38 65 4.3% 1.11 45% Not significant
108 BNP Paribas Asset Management Holding S.A. $99.8B 51 3081 0.1% 0.05 29% Not significant
109 Alphabet Inc. $99.1B 0 0 — — — Not enough history
110 Colony Group, LLC $97.6B 9 1461 3.2% 2.64 56% Significant
111 Mariner, LLC $95.2B 51 3690 0.9% 1.33 47% Not significant
112 PRUDENTIAL FINANCIAL INC $91.8B 51 2860 0.5% 0.43 41% Not significant
113 US BANCORP \DE\ $91.6B 51 2533 1.7% 1.87 53% Not significant
114 Qube Research & Technologies Ltd $90.0B 32 10976 0.4% 1.22 47% Not significant
115 NATIXIS ADVISORS, LLC $88.9B 51 2538 -1.2% -2.13 35% Negative
116 Cambridge Investment Research Advisors, Inc. $87.8B 51 3244 1.2% 1.69 47% Not significant
117 Valor Management LLC $86.2B 0 0 — — — Not enough history
118 OSAIC HOLDINGS, INC. $85.1B 24 787 1.4% 0.59 46% Not significant
119 ACADIAN ASSET MANAGEMENT LLC $84.2B 51 8159 0.2% 0.58 49% Not significant
120 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $83.9B 0 0 — — — Not enough history
121 TRUIST FINANCIAL CORP $83.5B 51 3184 0.6% 0.98 45% Not significant
122 Quantinno Capital Management LP $83.3B 29 3784 0.4% 0.69 52% Not significant
123 Cerity Partners LLC $82.4B 37 3964 0.2% 0.21 46% Not significant
124 1832 Asset Management L.P. $81.5B 51 3005 -1.0% -1.72 47% Not significant
125 Robeco Institutional Asset Management B.V. $81.4B 51 2043 -0.6% -0.93 47% Not significant
126 MERCER GLOBAL ADVISORS INC /ADV $80.9B 28 2885 1.6% 2.57 68% Significant
127 CIBC Bancorp USA Inc. $80.8B 0 0 — — — Not enough history
128 LOOMIS SAYLES & CO L P $79.8B 51 3341 -0.8% -1.18 39% Not significant
129 COMMONWEALTH EQUITY SERVICES, LLC $79.5B 33 1988 0.5% 0.50 33% Not significant
130 NEW YORK STATE COMMON RETIREMENT FUND $79.3B 51 1628 1.8% 1.47 51% Not significant
131 MITSUBISHI UFJ FINANCIAL GROUP INC $78.8B 0 0 — — — Not enough history
132 BROOKFIELD Corp /ON/ $77.0B 49 2230 0.1% 0.06 43% Not significant
133 HARRIS ASSOCIATES L P $75.2B 51 283 -1.6% -1.25 29% Not significant
134 BESSEMER GROUP INC $72.7B 51 5589 -0.7% -1.45 37% Not significant
135 Baird Financial Group, Inc. $72.7B 43 2087 1.7% 1.65 37% Not significant
136 RENAISSANCE TECHNOLOGIES LLC $72.6B 50 10365 0.7% 2.05 48% Significant
137 Corient Private Wealth LLC $72.2B 13 1592 -0.5% -0.69 39% Not significant
138 ADAGE CAPITAL PARTNERS GP, L.L.C. $71.3B 51 2911 -0.1% -0.11 45% Not significant
139 abrdn plc $71.2B 34 896 1.5% 0.96 47% Not significant
140 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC $70.2B 51 2010 -0.5% -0.68 35% Not significant
141 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $70.0B 25 4960 -0.3% -0.49 40% Not significant
142 FEDERATED HERMES, INC. $69.6B 51 3975 -0.1% -0.14 47% Not significant
143 ProShare Advisors LLC $69.2B 50 3833 -0.6% -0.55 52% Not significant
144 AVIVA PLC $67.9B 49 1481 -0.1% -0.16 33% Not significant
145 BAMCO INC /NY/ $66.6B 51 625 -0.7% -0.59 47% Not significant
146 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $66.6B 0 0 — — — Not enough history
147 BANK OF NOVA SCOTIA $66.1B 51 2858 -0.8% -1.41 31% Not significant
148 LAZARD ASSET MANAGEMENT LLC $66.1B 51 6261 0.0% 0.10 41% Not significant
149 Point72 Asset Management, L.P. $65.4B 47 10897 0.4% 1.52 47% Not significant
150 Universal- Beteiligungs- und Servicegesellschaft mbH $65.4B 0 0 — — — Not enough history
151 CAPTRUST FINANCIAL ADVISORS $65.3B 36 4987 -0.3% -0.36 44% Not significant
152 Rockefeller Capital Management L.P. $65.2B 32 5106 0.3% 0.38 63% Not significant
153 Allspring Global Investments Holdings, LLC $65.2B 16 1527 0.3% 0.26 56% Not significant
154 BROWN ADVISORY INC $64.6B 51 1993 0.3% 0.51 45% Not significant
155 NVIDIA CORP $63.4B 0 0 — — — Not enough history
156 COHEN & STEERS, INC. $63.2B 51 853 -0.0% -0.01 47% Not significant
157 CANADA LIFE ASSURANCE Co $62.7B 50 3829 4.0% 2.36 52% Significant
158 FIFTH THIRD BANCORP $61.7B 50 3884 -0.3% -0.42 40% Not significant
159 Artisan Partners Limited Partnership $61.3B 51 1037 -0.2% -0.22 51% Not significant
160 Ensign Peak Advisors, Inc $60.8B 25 1093 1.2% 0.51 48% Not significant
161 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $60.3B 51 1676 -1.8% -1.49 47% Not significant
162 TORONTO DOMINION BANK $60.1B 51 3096 1.4% 1.45 55% Not significant
163 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $59.6B 44 3394 0.2% 0.24 50% Not significant
164 THRIVENT FINANCIAL FOR LUTHERANS $59.5B 51 3335 0.2% 0.37 51% Not significant
165 CIBC WORLD MARKET INC. $59.4B 51 3208 0.3% 0.55 41% Not significant
166 DekaBank Deutsche Girozentrale $59.2B 48 2545 -0.4% -0.37 35% Not significant
167 Betterment LLC $59.1B 11 76 1.5% 0.40 55% Not significant
168 ASSETMARK, INC $58.2B 50 4420 -0.8% -1.44 38% Not significant
169 Financial Engines Advisors L.L.C. $56.3B 46 693 -0.3% -0.26 52% Not significant
170 WCM INVESTMENT MANAGEMENT, LLC $55.2B 51 629 0.4% 0.35 49% Not significant
171 LSV ASSET MANAGEMENT $55.1B 49 1513 -0.8% -0.87 41% Not significant
172 HRT FINANCIAL LP $54.8B 45 14186 -0.2% -0.38 53% Not significant
173 BALYASNY ASSET MANAGEMENT L.P. $54.7B 51 14011 0.0% 0.13 41% Not significant
174 Man Group plc $54.6B 32 5472 0.1% 0.24 47% Not significant
175 ROYAL LONDON ASSET MANAGEMENT LTD $54.3B 38 646 2.8% 0.98 61% Not significant
176 NEW YORK STATE TEACHERS RETIREMENT SYSTEM $54.2B 51 1408 0.1% 0.14 35% Not significant
177 GQG Partners LLC $53.8B 37 473 0.5% 0.34 46% Not significant
178 Connor, Clark & Lunn Investment Management Ltd. $52.8B 48 7606 -0.8% -1.76 35% Not significant
179 TCI Fund Management Ltd $52.8B 20 33 2.4% 0.84 65% Not significant
180 Korea Investment CORP $52.7B 50 1048 2.3% 1.34 48% Not significant
181 Mirae Asset Global Investments Co., Ltd. $52.4B 50 3327 -1.1% -1.83 50% Not significant
182 Zurcher Kantonalbank (Zurich Cantonalbank) $52.2B 51 2242 1.2% 0.99 53% Not significant
183 Wealthfront Advisers LLC $52.0B 29 1313 1.6% 1.32 55% Not significant
184 Janney Montgomery Scott LLC $51.6B 50 4047 -0.8% -1.59 40% Not significant
185 Squarepoint Ops LLC $51.5B 45 14373 0.4% 1.35 51% Not significant
186 DANSKE BANK A/S $50.2B 8 1757 0.5% 0.47 50% Not significant
187 STATE OF WISCONSIN INVESTMENT BOARD $49.6B 51 3490 -0.1% -0.13 39% Not significant
188 MML INVESTORS SERVICES, LLC $49.0B 38 2700 0.9% 1.38 50% Not significant
189 COATUE MANAGEMENT LLC $48.6B 50 925 0.3% 0.14 52% Not significant
190 Aristotle Capital Management, LLC $47.7B 49 220 0.1% 0.03 53% Not significant
191 VY Capital Management Co. Ltd. $47.0B 0 0 — — — Not enough history
192 Evelyn Partners Group Ltd $46.9B 0 0 — — — Not enough history
193 NOMURA ASSET MANAGEMENT CO LTD $46.7B 51 1710 -0.4% -0.31 37% Not significant
194 KBC Group NV $46.3B 49 2833 0.6% 0.75 53% Not significant
195 Mitsubishi UFJ Trust & Banking Corp $45.7B 51 1650 0.4% 0.37 49% Not significant
196 CIBC Asset Management Inc $45.6B 51 2440 1.8% 1.31 45% Not significant
197 Ninety One UK Ltd $44.7B 51 861 -0.2% -0.23 41% Not significant
198 Grantham, Mayo, Van Otterloo & Co. LLC $44.4B 51 3052 -0.1% -0.24 37% Not significant
199 Daiwa Securities Group Inc. $44.2B 51 1502 0.2% 0.14 41% Not significant
200 Rafferty Asset Management, LLC $43.9B 51 3098 0.2% 0.24 31% Not significant

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