Ranking

Top Funds by AUM

Largest 13F managers by latest reported portfolio value.

AUM proxy = latest public 13F long-book value.

Alphabetical list
# Manager AUM Period Filed Holdings
1801 NEA Management Company, LLC $1.96B Q4 2025 2/17/2026 27
1802 Checchi Capital Advisers, LLC $1.96B Q4 2025 1/27/2026 551
1803 Root Financial Partners, LLC $1.96B Q4 2025 2/10/2026 2,433
1804 SIGMA CAPITAL MANAGEMENT LLC $1.95B Q1 2014 5/15/2014 163
1805 Rock Springs Capital Management LP $1.95B Q4 2025 2/17/2026 99
1806 Blue Whale Capital LLP $1.95B Q4 2025 2/13/2026 24
1807 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $1.95B Q4 2025 2/17/2026 174
1808 Kovitz Investment Group, LLC $1.95B Q1 2014 5/15/2014 111
1809 NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. $1.95B Q1 2014 5/15/2014 37
1810 Cavalier Investments, LLC $1.95B Q4 2025 2/13/2026 87
1811 BLACKHILL CAPITAL INC $1.94B Q4 2025 2/13/2026 50
1812 Distillate Capital Partners LLC $1.94B Q4 2025 2/12/2026 116
1813 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $1.94B Q4 2025 1/27/2026 196
1814 GILEAD SCIENCES, INC. $1.94B Q4 2025 2/12/2026 6
1815 Willis Investment Counsel $1.94B Q4 2025 1/22/2026 130
1816 Kensington Asset Management, LLC $1.94B Q4 2025 2/13/2026 41
1817 L1 Capital International Pty Ltd $1.93B Q4 2025 2/13/2026 21
1818 Parvus Asset Management Jersey Ltd $1.93B Q4 2025 2/17/2026 1
1819 Stairway Partners, LLC $1.93B Q1 2026 4/2/2026 18
1820 Castle Creek Arbitrage, LLC $1.93B Q1 2014 5/14/2014 95
1821 Teilinger Capital Ltd. $1.93B Q4 2025 2/13/2026 12
1822 3EDGE Asset Management, LP $1.93B Q4 2025 2/6/2026 94
1823 Hutchin Hill Capital, LP $1.92B Q1 2014 5/15/2014 582
1824 Cornerstone Wealth Management, LLC $1.92B Q4 2025 2/5/2026 690
1825 JANA Partners Management, LP $1.92B Q4 2025 2/17/2026 12
1826 MIDLAND WEALTH ADVISORS, LLC $1.92B Q4 2025 1/26/2026 164
1827 KILLEN GROUP INC $1.92B Q2 2014 7/28/2014 121
1828 BARR E S & CO $1.92B Q4 2025 2/5/2026 133
1829 Rehmann Capital Advisory Group $1.92B Q4 2025 3/4/2026 648
1830 GMT CAPITAL CORP $1.92B Q4 2025 2/13/2026 38
1831 L1 Capital Pty Ltd $1.92B Q4 2025 2/13/2026 20
1832 PIEDMONT INVESTMENT ADVISORS INC $1.91B Q2 2014 8/7/2014 318
1833 CARDINAL CAPITAL MANAGEMENT LLC /CT $1.91B Q1 2014 5/15/2014 106
1834 Saratoga Research & Investment Management $1.91B Q4 2025 2/5/2026 47
1835 J.Safra Asset Management Corp $1.91B Q4 2025 2/11/2026 622
1836 1ST SOURCE BANK $1.91B Q4 2025 2/5/2026 274
1837 SUN LIFE FINANCIAL INC $1.91B Q4 2025 2/12/2026 39
1838 DALTON GREINER HARTMAN MAHER & CO $1.9B Q2 2014 7/11/2014 190
1839 SMITH CHAS P & ASSOCIATES PA CPAS $1.9B Q4 2025 2/9/2026 174
1840 One Rock Capital Partners, LLC $1.9B Q4 2025 2/17/2026 1
1841 NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1.9B Q4 2025 1/26/2026 746
1842 TECTONIC ADVISORS LLC $1.9B Q4 2025 1/23/2026 319
1843 SHAPIRO CAPITAL MANAGEMENT LLC $1.89B Q4 2025 2/17/2026 48
1844 HSG Holding Ltd $1.89B Q4 2025 2/13/2026 19
1845 Dorsey & Whitney Trust CO LLC $1.89B Q4 2025 2/11/2026 704
1846 COMMUNITY TRUST & INVESTMENT CO $1.89B Q4 2025 1/9/2026 141
1847 A.R.T. Advisors, LLC $1.89B Q1 2014 5/15/2014 1,293
1848 MOODY LYNN & LIEBERSON, LLC $1.89B Q4 2025 1/15/2026 265
1849 UNIVEST FINANCIAL Corp $1.89B Q4 2025 2/4/2026 256
1850 Sage Mountain Advisors LLC $1.89B Q4 2025 1/23/2026 559
1851 Smith Group Asset Management, LLC $1.89B Q4 2025 2/10/2026 170
1852 Helikon Investments Ltd $1.89B Q4 2025 2/5/2026 17
1853 Accredited Investors Inc. $1.88B Q4 2025 2/5/2026 284
1854 Capstone Financial Advisors, Inc. $1.88B Q4 2025 2/17/2026 186
1855 AdvisorNet Financial, Inc $1.88B Q4 2025 1/20/2026 2,236
1856 Siemens Fonds Invest GmbH $1.88B Q4 2025 2/17/2026 546
1857 FOSTER & MOTLEY INC $1.88B Q4 2025 1/15/2026 387
1858 Traynor Capital Management, Inc. $1.87B Q4 2025 1/12/2026 366
1859 Beacon Capital Management, Inc. $1.87B Q4 2025 2/12/2026 139
1860 SPINNAKER TRUST $1.87B Q4 2025 2/10/2026 297
1861 Portolan Capital Management, LLC $1.87B Q4 2025 2/17/2026 155
1862 BBR PARTNERS, LLC $1.86B Q4 2025 2/11/2026 267
1863 FIRST INTERSTATE BANK $1.86B Q4 2025 1/29/2026 199
1864 MANE GLOBAL CAPITAL MANAGEMENT LP $1.86B Q4 2025 2/17/2026 63
1865 Sather Financial Group Inc $1.86B Q4 2025 1/26/2026 110
1866 Maren Capital LLC $1.86B Q4 2025 2/13/2026 21
1867 Progeny 3, Inc. $1.86B Q4 2025 2/17/2026 37
1868 HEARTLAND ADVISORS INC $1.86B Q4 2025 2/11/2026 253
1869 MEEDER ASSET MANAGEMENT INC $1.86B Q4 2025 2/11/2026 895
1870 Cyndeo Wealth Partners, LLC $1.85B Q4 2025 1/7/2026 477
1871 Evanson Asset Management, LLC $1.85B Q4 2025 1/12/2026 326
1872 Blue Harbour Group, L.P. $1.85B Q1 2014 5/15/2014 21
1873 ZBI Equities, L.L.C. $1.85B Q4 2013 2/14/2014 23
1874 DISCOVERY CAPITAL MANAGEMENT, LLC / CT $1.85B Q4 2025 2/17/2026 88
1875 Cinctive Capital Management LP $1.85B Q4 2025 2/17/2026 383
1876 Arvest Bank Trust Division $1.85B Q4 2025 2/9/2026 208
1877 GOLDENTREE ASSET MANAGEMENT LP $1.85B Q4 2025 2/17/2026 29
1878 ANDOR CAPITAL MANAGEMENT, L.L.C. $1.84B Q2 2014 8/1/2014 24
1879 Entropy Technologies, LP $1.84B Q4 2025 2/13/2026 849
1880 MOGY JOEL R INVESTMENT COUNSEL INC $1.84B Q4 2025 1/30/2026 115
1881 Radcliffe Capital Management, L.P. $1.84B Q4 2025 2/17/2026 309
1882 Oakworth Capital, Inc. $1.83B Q4 2025 1/30/2026 1,108
1883 ROFFMAN MILLER ASSOCIATES INC /PA/ $1.83B Q4 2025 1/22/2026 85
1884 Aaron Wealth Advisors LLC $1.83B Q4 2025 1/21/2026 675
1885 Sepio Capital, LP $1.83B Q4 2025 2/12/2026 362
1886 Gladius Capital Management LP $1.82B Q4 2025 2/6/2026 101
1887 SRB CORP $1.82B Q4 2025 2/13/2026 23
1888 Aristotle Capital Boston, LLC $1.82B Q4 2025 2/17/2026 125
1889 PARSONS CAPITAL MANAGEMENT INC/RI $1.82B Q4 2025 1/13/2026 461
1890 Resonant Capital Advisors, LLC $1.82B Q4 2025 1/29/2026 440
1891 OXFORD FINANCIAL GROUP, LTD. LLC $1.82B Q4 2025 2/13/2026 289
1892 ROTHSCHILD INVESTMENT LLC $1.82B Q4 2025 2/10/2026 3,428
1893 SOMA EQUITY PARTNERS LP $1.82B Q4 2025 2/17/2026 18
1894 GREENWOOD GEARHART INC $1.82B Q4 2025 2/4/2026 109
1895 DEERE & CO $1.82B Q2 2014 8/11/2014 939
1896 RICE HALL JAMES & ASSOCIATES, LLC $1.82B Q4 2025 2/17/2026 243
1897 CHUBB CORP $1.82B Q1 2014 5/12/2014 110
1898 SBI Okasan Asset Management Co.Ltd. $1.82B Q4 2025 2/10/2026 308
1899 TCI Wealth Advisors, Inc. $1.81B Q4 2025 2/2/2026 252
1900 ANGELES WEALTH MANAGEMENT, LLC $1.81B Q4 2025 2/17/2026 465
1901 Avalon Investment & Advisory $1.81B Q1 2014 5/15/2014 171
1902 MCF Advisors LLC $1.81B Q4 2025 2/11/2026 1,133
1903 Cerity Partners OCIO LLC $1.81B Q4 2025 2/11/2026 25
1904 Compound Global Advisors, LLC $1.8B Q4 2025 2/4/2026 15
1905 Roystone Capital Management LP $1.8B Q1 2014 8/11/2014 36
1906 COMPASS CAPITAL MANAGEMENT, INC $1.8B Q4 2025 2/12/2026 83
1907 Espalier Global Management LLC $1.79B Q1 2014 5/15/2014 99
1908 Sourcerock Group LLC $1.79B Q4 2025 2/13/2026 37
1909 McKinley Carter Wealth Services, Inc. $1.79B Q4 2025 2/6/2026 320
1910 NWAM LLC $1.79B Q4 2025 2/4/2026 617
1911 McAdams Wright Ragen, Inc. $1.79B Q2 2014 8/8/2014 397
1912 Investure, LLC $1.79B Q4 2025 2/11/2026 15
1913 AlphaQuest LLC $1.79B Q4 2025 2/9/2026 2,245
1914 MONEY CONCEPTS CAPITAL CORP $1.78B Q4 2025 2/4/2026 518
1915 MERIAN GLOBAL INVESTORS (UK) Ltd $1.78B Q2 2014 7/28/2014 327
1916 COURIER CAPITAL LLC $1.78B Q4 2025 1/29/2026 384
1917 Principle Wealth Partners LLC $1.78B Q4 2025 2/6/2026 372
1918 FengHe Fund Management Pte. Ltd. $1.78B Q4 2025 1/30/2026 38
1919 JFS WEALTH ADVISORS, LLC $1.78B Q4 2025 1/14/2026 1,918
1920 Empire Life Investments Inc. $1.78B Q4 2025 2/4/2026 110
1921 Evensky & Katz LLC $1.77B Q4 2025 2/5/2026 72
1922 GENERAL AMERICAN INVESTORS CO INC $1.77B Q4 2025 2/13/2026 79
1923 Kepler Cheuvreux (Suisse) SA $1.77B Q4 2025 2/4/2026 148
1924 Bramshill Investments, LLC $1.77B Q4 2025 2/17/2026 147
1925 Valiant Capital Management, L.P. $1.77B Q4 2025 2/17/2026 33
1926 GRANDFIELD & DODD, LLC $1.77B Q4 2025 2/10/2026 207
1927 Financiere des Professionnels - Fonds d'investissement inc. $1.76B Q4 2025 2/11/2026 324
1928 Knights of Columbus Asset Advisors LLC $1.76B Q4 2025 2/9/2026 398
1929 AMI ASSET MANAGEMENT CORP $1.76B Q4 2025 1/23/2026 91
1930 ATWOOD & PALMER INC $1.76B Q4 2025 1/28/2026 488
1931 Essex Financial Services, Inc. $1.76B Q4 2025 2/10/2026 784
1932 Affinity Asset Advisors, LLC $1.76B Q4 2025 2/13/2026 95
1933 GUYASUTA INVESTMENT ADVISORS INC $1.75B Q4 2025 1/23/2026 264
1934 FRANKLIN STREET ADVISORS INC /NC $1.75B Q4 2025 1/21/2026 173
1935 Clarius Group, LLC $1.75B Q4 2025 1/14/2026 384
1936 ARES MANAGEMENT LLC $1.75B Q4 2025 2/13/2026 35
1937 LMCG INVESTMENTS, LLC $1.75B Q4 2025 2/3/2026 219
1938 Main Street Research LLC $1.75B Q4 2025 2/9/2026 129
1939 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT $1.74B Q4 2025 1/27/2026 60
1940 Intesa Sanpaolo S.p.A. $1.74B Q4 2025 2/17/2026 213
1941 Forward Management, LLC $1.74B Q1 2014 5/8/2014 343
1942 Aprio Wealth Management, LLC $1.74B Q4 2025 1/29/2026 541
1943 Trans-Canada Capital Inc. $1.74B Q4 2025 2/9/2026 7
1944 Global X Management CO LLC $1.74B Q2 2014 7/31/2014 533
1945 Premier Fund Managers Ltd $1.74B Q4 2025 2/3/2026 153
1946 Aventail Capital Group, LP $1.74B Q4 2025 2/17/2026 156
1947 Legacy Wealth Management, Inc $1.74B Q4 2025 1/21/2026 31
1948 Regal Partners Ltd $1.73B Q4 2025 2/18/2026 97
1949 Texas Capital Bank Wealth Management Services Inc $1.73B Q4 2025 2/9/2026 338
1950 Bristol Gate Capital Partners Inc. $1.73B Q4 2025 2/6/2026 33
1951 Wesleyan Assurance Society $1.73B Q4 2025 2/12/2026 109
1952 BAR HARBOR WEALTH MANAGEMENT $1.73B Q4 2025 1/22/2026 258
1953 Berger Financial Group, Inc $1.73B Q4 2025 1/27/2026 474
1954 Trek Financial, LLC $1.73B Q4 2025 2/4/2026 448
1955 DNCA FINANCE $1.73B Q4 2025 2/13/2026 108
1956 MID CONTINENT CAPITAL LLC/IL $1.73B Q2 2014 7/25/2014 311
1957 Jordan Park Group LLC $1.73B Q4 2025 2/10/2026 67
1958 Jacobi Capital Management LLC $1.73B Q4 2025 2/13/2026 610
1959 Segment Wealth Management, LLC $1.72B Q4 2025 1/29/2026 317
1960 Quintet Private Bank (Europe) S.A. $1.72B Q4 2025 1/20/2026 197
1961 Morningstar Investment Services LLC $1.72B Q2 2014 8/7/2014 204
1962 Kontiki Capital Management (HK) Ltd. $1.72B Q4 2025 2/11/2026 8
1963 Hills Bank & Trust Co $1.72B Q4 2025 2/5/2026 340
1964 Foster Victor Wealth Advisors, LLC $1.72B Q4 2025 1/26/2026 232
1965 Cambria Investment Management, L.P. $1.71B Q4 2025 2/17/2026 605
1966 Efficient Advisors, LLC $1.71B Q4 2025 1/21/2026 58
1967 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $1.71B Q4 2025 2/17/2026 156
1968 MARINER INVESTMENT GROUP LLC $1.71B Q4 2025 2/25/2026 111
1969 ARS Investment Partners, LLC $1.71B Q4 2025 2/5/2026 197
1970 REBALANCE, LLC $1.71B Q4 2025 1/15/2026 106
1971 Jaffetilchin Investment Partners, LLC $1.71B Q4 2025 1/15/2026 453
1972 Cadence Bank $1.71B Q4 2025 1/30/2026 333
1973 PATTEN & PATTEN INC/TN $1.7B Q4 2025 2/3/2026 341
1974 BROADWOOD CAPITAL INC $1.7B Q4 2025 2/17/2026 12
1975 Raymond James Financial Services Advisors, Inc. $1.7B Q1 2014 5/8/2014 519
1976 FOUNDERS FINANCIAL SECURITIES LLC $1.7B Q4 2025 2/10/2026 574
1977 Strategic Blueprint, LLC $1.7B Q4 2025 1/30/2026 652
1978 SVB WEALTH LLC $1.7B Q4 2025 2/4/2026 394
1979 Morningstar Investment Management LLC $1.69B Q4 2025 2/9/2026 327
1980 Cryder Capital Partners LLP $1.69B Q4 2025 2/3/2026 10
1981 Summit Global Investments $1.69B Q4 2025 2/18/2026 476
1982 Hilltop Holdings Inc. $1.69B Q4 2025 2/17/2026 1,352
1983 Symmetry Partners, LLC $1.69B Q4 2025 1/27/2026 205
1984 Verdence Capital Advisors LLC $1.69B Q4 2025 1/29/2026 656
1985 PRAXIS INVESTMENT MANAGEMENT INC $1.69B Q4 2025 2/3/2026 777
1986 THOROUGHBRED FINANCIAL SERVICES, LLC $1.69B Q4 2025 2/10/2026 576
1987 Granite Investment Partners, LLC $1.69B Q4 2025 2/12/2026 244
1988 EVOLVE PRIVATE WEALTH, LLC $1.69B Q4 2025 2/17/2026 924
1989 Garde Capital, Inc. $1.69B Q4 2025 2/10/2026 212
1990 Governors Lane LP $1.69B Q4 2025 2/17/2026 171
1991 WEITZ INVESTMENT MANAGEMENT, INC. $1.69B Q4 2025 2/12/2026 44
1992 BlueCrest Capital Management LLP $1.69B Q1 2014 5/15/2014 459
1993 Sienna Gestion $1.68B Q4 2025 2/13/2026 150
1994 Diversified Enterprises, LLC $1.68B Q4 2025 1/28/2026 394
1995 Glendon Capital Management LP $1.68B Q4 2025 2/12/2026 25
1996 Simplicity Wealth,LLC $1.68B Q4 2025 1/30/2026 700
1997 Pine Ridge Advisers LLC $1.68B Q4 2025 2/17/2026 38
1998 ADELL HARRIMAN & CARPENTER INC $1.67B Q4 2025 2/6/2026 168
1999 Regal Investment Advisors LLC $1.67B Q4 2025 2/17/2026 584
2000 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1.67B Q4 2025 1/20/2026 377