Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 1801 | Kovitz Investment Group, LLC | $1.95B | Q1 2014 | 5/15/2014 | 111 |
| 1802 | NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | $1.95B | Q1 2014 | 5/15/2014 | 37 |
| 1803 | WATERS PARKERSON & CO., LLC | $1.95B | Q1 2026 | 4/29/2026 | 188 |
| 1804 | BLACKHILL CAPITAL INC | $1.94B | Q1 2026 | 5/14/2026 | 49 |
| 1805 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $1.94B | Q1 2026 | 5/15/2026 | 29 |
| 1806 | Trinity Street Asset Management LLP | $1.94B | Q2 2026 | 7/10/2026 | 23 |
| 1807 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.94B | Q1 2026 | 4/15/2026 | 773 |
| 1808 | MIDLAND WEALTH ADVISORS, LLC | $1.94B | Q1 2026 | 5/7/2026 | 160 |
| 1809 | OSTERWEIS CAPITAL MANAGEMENT INC | $1.94B | Q1 2026 | 5/15/2026 | 229 |
| 1810 | 1ST SOURCE BANK | $1.94B | Q1 2026 | 5/4/2026 | 286 |
| 1811 | FOSTER & MOTLEY INC | $1.94B | Q1 2026 | 4/21/2026 | 395 |
| 1812 | COMMUNITY TRUST & INVESTMENT CO | $1.94B | Q2 2026 | 7/8/2026 | 144 |
| 1813 | Affinity Asset Advisors, LLC | $1.94B | Q1 2026 | 5/14/2026 | 105 |
| 1814 | Evensky & Katz LLC | $1.94B | Q2 2026 | 7/22/2026 | 72 |
| 1815 | GUYASUTA INVESTMENT ADVISORS INC | $1.94B | Q2 2026 | 7/20/2026 | 276 |
| 1816 | Heard Capital LLC | $1.93B | Q1 2026 | 5/15/2026 | 21 |
| 1817 | AdvisorNet Financial, Inc | $1.93B | Q1 2026 | 4/17/2026 | 2,262 |
| 1818 | Hamilton Capital, LLC | $1.93B | Q1 2026 | 5/15/2026 | 152 |
| 1819 | Castle Creek Arbitrage, LLC | $1.93B | Q1 2014 | 5/14/2014 | 95 |
| 1820 | Segment Wealth Management, LLC | $1.93B | Q2 2026 | 7/16/2026 | 312 |
| 1821 | Clearline Capital LP | $1.93B | Q1 2026 | 5/15/2026 | 106 |
| 1822 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $1.92B | Q1 2026 | 5/15/2026 | 77 |
| 1823 | Hutchin Hill Capital, LP | $1.92B | Q1 2014 | 5/15/2014 | 582 |
| 1824 | KILLEN GROUP INC | $1.92B | Q2 2014 | 7/28/2014 | 121 |
| 1825 | Rehmann Capital Advisory Group | $1.92B | Q1 2026 | 5/15/2026 | 676 |
| 1826 | Quinn Opportunity Partners LLC | $1.92B | Q1 2026 | 5/15/2026 | 360 |
| 1827 | 683 Capital Management, LLC | $1.92B | Q1 2026 | 5/15/2026 | 237 |
| 1828 | INVESTMENT HOUSE LLC | $1.92B | Q2 2026 | 7/21/2026 | 221 |
| 1829 | ROTHSCHILD INVESTMENT LLC | $1.91B | Q1 2026 | 5/7/2026 | 3,605 |
| 1830 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $1.91B | Q2 2026 | 7/13/2026 | 88 |
| 1831 | PIEDMONT INVESTMENT ADVISORS INC | $1.91B | Q2 2014 | 8/7/2014 | 318 |
| 1832 | Maren Capital LLC | $1.91B | Q1 2026 | 5/14/2026 | 19 |
| 1833 | Legacy Wealth Management, LLC | $1.91B | Q2 2026 | 7/9/2026 | 30 |
| 1834 | BANK OF HAWAII | $1.91B | Q1 2026 | 5/14/2026 | 224 |
| 1835 | CARDINAL CAPITAL MANAGEMENT LLC /CT | $1.91B | Q1 2014 | 5/15/2014 | 106 |
| 1836 | REBALANCE, LLC | $1.91B | Q2 2026 | 7/16/2026 | 103 |
| 1837 | Integrated Advisors Network LLC | $1.91B | Q1 2026 | 4/28/2026 | 690 |
| 1838 | Foster Victor Wealth Advisors, LLC | $1.9B | Q2 2026 | 7/22/2026 | 254 |
| 1839 | Resonant Capital Advisors, LLC | $1.9B | Q1 2026 | 4/29/2026 | 495 |
| 1840 | DALTON GREINER HARTMAN MAHER & CO | $1.9B | Q2 2014 | 7/11/2014 | 190 |
| 1841 | First Trust Capital Management L.P. | $1.9B | Q1 2026 | 5/14/2026 | 182 |
| 1842 | Distillate Capital Partners LLC | $1.9B | Q1 2026 | 5/15/2026 | 118 |
| 1843 | Eversept Partners, LP | $1.9B | Q1 2026 | 5/15/2026 | 120 |
| 1844 | MOODY LYNN LIEBERSON & WALKER, LLC | $1.9B | Q2 2026 | 7/20/2026 | 264 |
| 1845 | SIGMA INVESTMENT COUNSELORS INC | $1.89B | Q1 2026 | 4/29/2026 | 194 |
| 1846 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $1.89B | Q1 2026 | 4/27/2026 | 197 |
| 1847 | A.R.T. Advisors, LLC | $1.89B | Q1 2014 | 5/15/2014 | 1,293 |
| 1848 | Voss Capital, LP | $1.88B | Q1 2026 | 5/15/2026 | 53 |
| 1849 | Trek Financial, LLC | $1.88B | Q1 2026 | 5/13/2026 | 472 |
| 1850 | S&G Foundation | $1.88B | Q1 2026 | 5/14/2026 | 20 |
| 1851 | TCI Wealth Advisors, Inc. | $1.88B | Q1 2026 | 4/27/2026 | 251 |
| 1852 | LGT CAPITAL PARTNERS LTD. | $1.88B | Q1 2026 | 5/11/2026 | 38 |
| 1853 | Fragasso Financial Advisors Inc | $1.88B | Q2 2026 | 7/9/2026 | 361 |
| 1854 | Portolan Capital Management, LLC | $1.88B | Q1 2026 | 5/15/2026 | 144 |
| 1855 | Jordan Park Group LLC | $1.88B | Q1 2026 | 5/11/2026 | 69 |
| 1856 | ATWOOD & PALMER INC | $1.87B | Q2 2026 | 7/8/2026 | 495 |
| 1857 | Kovack Advisors, Inc. | $1.87B | Q1 2026 | 5/12/2026 | 1,011 |
| 1858 | Proficio Capital Partners LLC | $1.87B | Q1 2026 | 5/14/2026 | 248 |
| 1859 | EVOLVE PRIVATE WEALTH, LLC | $1.87B | Q1 2026 | 4/16/2026 | 994 |
| 1860 | Progeny 3, Inc. | $1.87B | Q1 2026 | 5/15/2026 | 32 |
| 1861 | B. Riley Wealth Advisors, Inc. | $1.87B | Q2 2026 | 7/14/2026 | 914 |
| 1862 | LMCG INVESTMENTS, LLC | $1.87B | Q2 2026 | 7/22/2026 | 225 |
| 1863 | LANSDOWNE PARTNERS (UK) LLP | $1.87B | Q1 2026 | 5/14/2026 | 22 |
| 1864 | Black Creek Investment Management Inc. | $1.86B | Q1 2026 | 5/13/2026 | 25 |
| 1865 | Evanson Asset Management, LLC | $1.86B | Q1 2026 | 4/8/2026 | 321 |
| 1866 | BAR HARBOR WEALTH MANAGEMENT | $1.86B | Q2 2026 | 7/15/2026 | 268 |
| 1867 | AMERICAN CAPITAL MANAGEMENT INC | $1.86B | Q1 2026 | 5/15/2026 | 75 |
| 1868 | BERKLEY W R CORP | $1.86B | Q1 2026 | 5/15/2026 | 345 |
| 1869 | CenterBook Partners LP | $1.86B | Q1 2026 | 5/5/2026 | 628 |
| 1870 | Goehring & Rozencwajg Associates, LLC | $1.86B | Q1 2026 | 5/5/2026 | 43 |
| 1871 | Mizuho Markets Cayman LP | $1.86B | Q1 2026 | 5/13/2026 | 86 |
| 1872 | StoneX Group Inc. | $1.86B | Q1 2026 | 5/14/2026 | 917 |
| 1873 | Capstone Financial Advisors, Inc. | $1.86B | Q1 2026 | 5/15/2026 | 187 |
| 1874 | OXFORD FINANCIAL GROUP, LTD. LLC | $1.86B | Q1 2026 | 5/6/2026 | 302 |
| 1875 | J.Safra Asset Management Corp | $1.86B | Q1 2026 | 5/4/2026 | 615 |
| 1876 | Blue Harbour Group, L.P. | $1.85B | Q1 2014 | 5/15/2014 | 21 |
| 1877 | GREENWOOD GEARHART LLC | $1.85B | Q1 2026 | 5/6/2026 | 134 |
| 1878 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $1.85B | Q1 2026 | 5/15/2026 | 7 |
| 1879 | ZBI Equities, L.L.C. | $1.85B | Q4 2013 | 2/14/2014 | 23 |
| 1880 | Ninety One SA (PTY) Ltd | $1.85B | Q2 2026 | 7/16/2026 | 110 |
| 1881 | DEARBORN PARTNERS LLC | $1.85B | Q1 2026 | 5/12/2026 | 270 |
| 1882 | OneAscent Financial Services LLC | $1.85B | Q1 2026 | 4/21/2026 | 591 |
| 1883 | ANDOR CAPITAL MANAGEMENT, L.L.C. | $1.84B | Q2 2014 | 8/1/2014 | 24 |
| 1884 | SMITH CHAS P & ASSOCIATES PA CPAS | $1.84B | Q1 2026 | 5/12/2026 | 176 |
| 1885 | Sepio Capital, LP | $1.84B | Q1 2026 | 5/13/2026 | 369 |
| 1886 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1.84B | Q1 2026 | 5/15/2026 | 190 |
| 1887 | Arvest Bank Trust Division | $1.84B | Q1 2026 | 5/13/2026 | 221 |
| 1888 | Regal Partners Ltd | $1.84B | Q1 2026 | 5/15/2026 | 106 |
| 1889 | OCCUDO QUANTITATIVE STRATEGIES LP | $1.84B | Q1 2026 | 5/15/2026 | 727 |
| 1890 | ANGELES WEALTH MANAGEMENT, LLC | $1.84B | Q1 2026 | 5/6/2026 | 524 |
| 1891 | Kensington Asset Management, LLC | $1.84B | Q1 2026 | 5/21/2026 | 42 |
| 1892 | Willis Investment Counsel | $1.83B | Q1 2026 | 5/5/2026 | 123 |
| 1893 | Aprio Wealth Management, LLC | $1.83B | Q1 2026 | 5/11/2026 | 613 |
| 1894 | Standard Investments LLC | $1.83B | Q1 2026 | 5/15/2026 | 13 |
| 1895 | Diversified Enterprises, LLC | $1.83B | Q1 2026 | 5/14/2026 | 413 |
| 1896 | Thomasville National Bank | $1.82B | Q2 2026 | 7/20/2026 | 241 |
| 1897 | Dorsey & Whitney Trust CO LLC | $1.82B | Q1 2026 | 5/14/2026 | 710 |
| 1898 | DEERE & CO | $1.82B | Q2 2014 | 8/11/2014 | 939 |
| 1899 | CHUBB CORP | $1.82B | Q1 2014 | 5/12/2014 | 110 |
| 1900 | HARVARD MANAGEMENT CO INC | $1.82B | Q1 2026 | 5/15/2026 | 17 |
| 1901 | Avalon Investment & Advisory | $1.81B | Q1 2014 | 5/15/2014 | 171 |
| 1902 | OP Asset Management Ltd | $1.81B | Q1 2026 | 4/20/2026 | 64 |
| 1903 | MONEY CONCEPTS CAPITAL CORP | $1.81B | Q1 2026 | 4/30/2026 | 567 |
| 1904 | SPINNAKER TRUST | $1.81B | Q1 2026 | 4/23/2026 | 285 |
| 1905 | Legacy Private Trust Co. | $1.81B | Q2 2026 | 7/21/2026 | 270 |
| 1906 | SAGE FINANCIAL GROUP INC | $1.81B | Q2 2026 | 7/21/2026 | 110 |
| 1907 | BSN Capital Partners Ltd | $1.8B | Q1 2026 | 6/30/2026 | 10 |
| 1908 | Roystone Capital Management LP | $1.8B | Q1 2014 | 8/11/2014 | 36 |
| 1909 | GOBI CAPITAL LLC | $1.8B | Q1 2026 | 5/15/2026 | 11 |
| 1910 | RICE HALL JAMES & ASSOCIATES, LLC | $1.8B | Q1 2026 | 5/15/2026 | 243 |
| 1911 | WealthPlan Investment Management, LLC | $1.79B | Q1 2026 | 4/29/2026 | 458 |
| 1912 | Charles Schwab Trust Co | $1.79B | Q2 2026 | 7/10/2026 | 171 |
| 1913 | Espalier Global Management LLC | $1.79B | Q1 2014 | 5/15/2014 | 99 |
| 1914 | BBR PARTNERS, LLC | $1.79B | Q1 2026 | 5/12/2026 | 253 |
| 1915 | Cambria Investment Management, L.P. | $1.79B | Q1 2026 | 5/14/2026 | 643 |
| 1916 | Jacobi Capital Management LLC | $1.79B | Q1 2026 | 5/13/2026 | 632 |
| 1917 | FRANKLIN STREET ADVISORS INC /NC | $1.79B | Q2 2026 | 7/9/2026 | 176 |
| 1918 | First American Bank | $1.79B | Q2 2026 | 7/15/2026 | 205 |
| 1919 | McAdams Wright Ragen, Inc. | $1.79B | Q2 2014 | 8/8/2014 | 397 |
| 1920 | Kinetic Partners Management, LP | $1.79B | Q1 2026 | 5/15/2026 | 49 |
| 1921 | AlphaQuest LLC | $1.79B | Q4 2025 | 2/9/2026 | 2,245 |
| 1922 | Berger Financial Group, Inc | $1.79B | Q1 2026 | 4/28/2026 | 474 |
| 1923 | MERIAN GLOBAL INVESTORS (UK) Ltd | $1.78B | Q2 2014 | 7/28/2014 | 327 |
| 1924 | Essex Financial Services, Inc. | $1.78B | Q1 2026 | 4/24/2026 | 794 |
| 1925 | OSTRUM ASSET MANAGEMENT | $1.78B | Q1 2026 | 5/14/2026 | 562 |
| 1926 | UNIVEST FINANCIAL Corp | $1.78B | Q1 2026 | 5/1/2026 | 254 |
| 1927 | FIRST INTERSTATE BANK | $1.78B | Q1 2026 | 4/29/2026 | 187 |
| 1928 | Beacon Capital Management, Inc. | $1.78B | Q1 2026 | 5/8/2026 | 141 |
| 1929 | FOUNDERS FINANCIAL SECURITIES LLC | $1.77B | Q1 2026 | 4/17/2026 | 530 |
| 1930 | HITE Hedge Asset Management LLC | $1.77B | Q1 2026 | 5/14/2026 | 126 |
| 1931 | GRANDFIELD & DODD, LLC | $1.77B | Q1 2026 | 5/7/2026 | 209 |
| 1932 | Knights of Columbus Asset Advisors LLC | $1.77B | Q1 2026 | 5/11/2026 | 397 |
| 1933 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $1.77B | Q2 2026 | 7/16/2026 | 26 |
| 1934 | OAK RIDGE INVESTMENTS LLC | $1.77B | Q2 2026 | 7/21/2026 | 170 |
| 1935 | Contrarius Group Holdings Ltd | $1.77B | Q1 2026 | 5/11/2026 | 39 |
| 1936 | Cardinal Point Capital Management ULC | $1.77B | Q2 2026 | 7/14/2026 | 294 |
| 1937 | Simplicity Wealth,LLC | $1.76B | Q1 2026 | 4/30/2026 | 748 |
| 1938 | Saratoga Research & Investment Management | $1.76B | Q1 2026 | 5/7/2026 | 46 |
| 1939 | SUN LIFE FINANCIAL INC | $1.76B | Q1 2026 | 5/14/2026 | 45 |
| 1940 | NEA Management Company, LLC | $1.76B | Q1 2026 | 5/15/2026 | 26 |
| 1941 | NWI MANAGEMENT LP | $1.76B | Q1 2026 | 6/1/2026 | 52 |
| 1942 | Campbell & CO Investment Adviser LLC | $1.76B | Q1 2026 | 5/15/2026 | 1,013 |
| 1943 | FIFTH THIRD SECURITIES, INC. | $1.75B | Q2 2026 | 7/15/2026 | 360 |
| 1944 | Clarius Group, LLC | $1.75B | Q4 2025 | 1/14/2026 | 384 |
| 1945 | Symmetry Partners, LLC | $1.75B | Q1 2026 | 4/27/2026 | 209 |
| 1946 | Principle Wealth Partners LLC | $1.75B | Q1 2026 | 5/7/2026 | 380 |
| 1947 | CAS Investment Partners, LLC | $1.75B | Q1 2026 | 5/15/2026 | 5 |
| 1948 | Kepler Cheuvreux (Suisse) SA | $1.75B | Q2 2026 | 7/15/2026 | 162 |
| 1949 | DNCA FINANCE | $1.75B | Q1 2026 | 5/14/2026 | 105 |
| 1950 | GUARDCAP ASSET MANAGEMENT Ltd | $1.75B | Q1 2026 | 4/28/2026 | 27 |
| 1951 | MEEDER ASSET MANAGEMENT INC | $1.75B | Q1 2026 | 5/7/2026 | 890 |
| 1952 | Siemens Fonds Invest GmbH | $1.75B | Q1 2026 | 5/15/2026 | 548 |
| 1953 | MOGY JOEL R INVESTMENT COUNSEL INC | $1.75B | Q2 2026 | 7/13/2026 | 121 |
| 1954 | Forward Management, LLC | $1.74B | Q1 2014 | 5/8/2014 | 343 |
| 1955 | Valiant Capital Management, L.P. | $1.74B | Q1 2026 | 5/15/2026 | 34 |
| 1956 | NWAM LLC | $1.74B | Q1 2026 | 5/4/2026 | 621 |
| 1957 | AMI ASSET MANAGEMENT CORP | $1.74B | Q2 2026 | 7/21/2026 | 99 |
| 1958 | Global X Management CO LLC | $1.74B | Q2 2014 | 7/31/2014 | 533 |
| 1959 | McKinley Carter Wealth Services, Inc. | $1.73B | Q1 2026 | 4/20/2026 | 305 |
| 1960 | GC Wealth Management RIA, LLC | $1.73B | Q2 2026 | 7/16/2026 | 483 |
| 1961 | LEE DANNER & BASS INC | $1.73B | Q2 2026 | 7/21/2026 | 250 |
| 1962 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1.73B | Q1 2026 | 5/15/2026 | 163 |
| 1963 | Regal Investment Advisors LLC | $1.73B | Q1 2026 | 5/14/2026 | 653 |
| 1964 | Commodore Capital LP | $1.73B | Q1 2026 | 5/15/2026 | 36 |
| 1965 | MID CONTINENT CAPITAL LLC/IL | $1.73B | Q2 2014 | 7/25/2014 | 311 |
| 1966 | ALBION FINANCIAL GROUP /UT | $1.73B | Q2 2026 | 7/22/2026 | 652 |
| 1967 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.72B | Q2 2026 | 7/15/2026 | 240 |
| 1968 | Morningstar Investment Services LLC | $1.72B | Q2 2014 | 8/7/2014 | 204 |
| 1969 | Strategic Blueprint, LLC | $1.72B | Q1 2026 | 4/29/2026 | 639 |
| 1970 | Verdence Capital Advisors LLC | $1.72B | Q1 2026 | 4/30/2026 | 649 |
| 1971 | BARR E S & CO | $1.72B | Q1 2026 | 5/13/2026 | 108 |
| 1972 | Main Street Research LLC | $1.72B | Q1 2026 | 4/30/2026 | 148 |
| 1973 | Willis Johnson & Associates, Inc. | $1.72B | Q1 2026 | 4/23/2026 | 197 |
| 1974 | Oasis Management Co Ltd. | $1.72B | Q1 2026 | 5/14/2026 | 110 |
| 1975 | Glenorchy Capital Ltd | $1.72B | Q1 2026 | 5/14/2026 | 67 |
| 1976 | Cadence Bank | $1.71B | Q4 2025 | 1/30/2026 | 333 |
| 1977 | Financiere des Professionnels - Fonds d'investissement inc. | $1.71B | Q1 2026 | 5/6/2026 | 343 |
| 1978 | NORRIS PERNE & FRENCH LLP/MI | $1.71B | Q2 2026 | 7/21/2026 | 147 |
| 1979 | Amanah Holdings Trust | $1.7B | Q2 2026 | 7/17/2026 | 20 |
| 1980 | ADAR1 Capital Management, LLC | $1.7B | Q1 2026 | 5/15/2026 | 310 |
| 1981 | Raymond James Financial Services Advisors, Inc. | $1.7B | Q1 2014 | 5/8/2014 | 519 |
| 1982 | Rock Springs Capital Management LP | $1.7B | Q1 2026 | 5/15/2026 | 100 |
| 1983 | ALPINE ASSOCIATES MANAGEMENT INC. | $1.7B | Q1 2026 | 4/21/2026 | 70 |
| 1984 | Summit Global Investments | $1.69B | Q1 2026 | 5/7/2026 | 483 |
| 1985 | Wesleyan Assurance Society | $1.69B | Q1 2026 | 4/29/2026 | 106 |
| 1986 | BlueCrest Capital Management Ltd | $1.69B | Q1 2026 | 5/15/2026 | 231 |
| 1987 | Intesa Sanpaolo S.p.A. | $1.69B | Q1 2026 | 5/15/2026 | 219 |
| 1988 | PDT Partners, LLC | $1.69B | Q1 2026 | 5/15/2026 | 527 |
| 1989 | Boston Common Asset Management, LLC | $1.69B | Q2 2026 | 7/21/2026 | 186 |
| 1990 | GOLDENTREE ASSET MANAGEMENT LP | $1.69B | Q1 2026 | 5/14/2026 | 29 |
| 1991 | Forest Avenue Capital Management LP | $1.69B | Q1 2026 | 5/14/2026 | 26 |
| 1992 | BlueCrest Capital Management LLP | $1.69B | Q1 2014 | 5/15/2014 | 459 |
| 1993 | Texas Capital Bank Wealth Management Services Inc | $1.68B | Q1 2026 | 5/11/2026 | 346 |
| 1994 | Bridgewater Advisors Inc. | $1.68B | Q1 2026 | 5/14/2026 | 456 |
| 1995 | Ribbit Management Company, LLC | $1.68B | Q1 2026 | 5/15/2026 | 14 |
| 1996 | Jaffetilchin Investment Partners, LLC | $1.68B | Q1 2026 | 5/13/2026 | 461 |
| 1997 | L1 Capital International Pty Ltd | $1.68B | Q1 2026 | 5/14/2026 | 23 |
| 1998 | Proem Advisors LLC | $1.68B | Q1 2026 | 5/13/2026 | 36 |
| 1999 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.67B | Q1 2026 | 5/12/2026 | 574 |
| 2000 | Heck Capital Advisors, LLC | $1.67B | Q2 2026 | 7/10/2026 | 214 |