Free Equity Analysis

Global Top 50 Portfolio

Our flagship portfolio: the 50 most-held equities from Morningstar Gold Medalist active global equity funds. Index funds and ETFs excluded. Updated regularly.

Last updated: August 26, 2026

Methodology

We aggregate the publicly disclosed holdings of highly rated global equity funds—those with a Morningstar Gold Medal rating—focusing exclusively on active management strategies. This means we exclude index funds and passively managed ETFs.

The result is a transparent, data-driven snapshot of what the world's top active fund managers are collectively investing in. No black boxes, no hidden fees—just open analysis you can learn from.

For more about our approach and who we are, visit our Mission page.

RankTickerNameSectorCountryWeight %
1NVDANVIDIA CorpTechnologyUnited States9.84%
22330Taiwan Semiconductor Manufacturing Co LtdTechnologyTaiwan7.97%
3AAPLApple IncTechnologyUnited States7.33%
4MSFTMicrosoft CorpTechnologyUnited States6.89%
5AMZNAmazon.com IncConsumer CyclicalUnited States5.75%
6GOOGLAlphabet Inc Class ACommunication ServicesUnited States5.37%
7005930Samsung Electronics Co LtdTechnologySouth Korea4.67%
8000660SK hynix IncTechnologySouth Korea4.30%
9AVGOBroadcom IncTechnologyUnited States3.68%
10GOOGAlphabet Inc Class CCommunication ServicesUnited States2.81%
11ASMLASML Holding NV ADRTechnologyNetherlands2.75%
12METAMeta Platforms Inc Class ACommunication ServicesUnited States2.23%
13MUMicron Technology IncTechnologyUnited States1.90%
1400700Tencent Holdings LtdCommunication ServicesChina1.73%
15JPMJPMorgan Chase & CoFinancial ServicesUnited States1.58%
16VVisa Inc Class AFinancial ServicesUnited States1.46%
17402340SK SquareTechnologySouth Korea1.36%
18TSLATesla IncConsumer CyclicalUnited States1.35%
19LLYEli Lilly and CoHealthcareUnited States1.29%
20AMATApplied Materials IncTechnologyUnited States1.28%
21005935Samsung Electronics Co Ltd Participating PreferredTechnologySouth Korea1.25%
22LRCXLam Research CorpTechnologyUnited States1.19%
23MAMastercard Inc Class AFinancial ServicesUnited States1.15%
2409988Alibaba Group Holding Ltd Ordinary SharesConsumer CyclicalChina1.07%
25SANSanofi SAHealthcareFrance1.07%
26JNJJohnson & JohnsonHealthcareUnited States1.03%
27NOVNNovartis AG Registered SharesHealthcareSwitzerland1.02%
28HSBAHSBC Holdings PLCFinancial ServicesUnited Kingdom0.99%
292454MediaTek IncTechnologyTaiwan0.99%
30UCGUniCredit SpAFinancial ServicesItaly0.90%
31CCitigroup IncFinancial ServicesUnited States0.90%
32AZNAstraZeneca PLCHealthcareUnited Kingdom0.88%
33CSCOCisco Systems IncTechnologyUnited States0.78%
34AMDAdvanced Micro Devices IncTechnologyUnited States0.77%
35ABBVAbbVie IncHealthcareUnited States0.75%
36SHELShell PLCEnergyUnited Kingdom0.73%
37ROPRoper Technologies IncTechnologyUnited States0.72%
38SUSchneider Electric SEIndustrialsFrance0.72%
39ABBNABB LtdIndustrialsSwitzerland0.71%
40300750Contemporary Amperex Technology Co Ltd Class AIndustrialsChina0.69%
41UNHUnitedHealth Group IncHealthcareUnited States0.67%
42SCHWCharles Schwab CorpFinancial ServicesUnited States0.64%
43NPNNaspers Ltd Class NConsumer CyclicalSouth Africa0.64%
44AXPAmerican Express CoFinancial ServicesUnited States0.63%
45BACBank of America CorpFinancial ServicesUnited States0.62%
46TSMTaiwan Semiconductor Manufacturing Co Ltd ADRTechnologyTaiwan0.61%
47GILDGilead Sciences IncHealthcareUnited States0.60%
48EBSErste Group Bank AG.Financial ServicesAustria0.59%
492317Hon Hai Precision Industry Co LtdTechnologyTaiwan0.58%
50BBVABanco Bilbao Vizcaya Argentaria SAFinancial ServicesSpain0.57%

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