Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 1801 | 1ST SOURCE BANK | $2.21B | Q2 2026 | 8/6/2026 | 289 |
| 1802 | TANG CAPITAL MANAGEMENT LLC | $2.2B | Q2 2026 | 8/14/2026 | 41 |
| 1803 | Leeward Investments, LLC - MA | $2.2B | Q2 2026 | 7/29/2026 | 140 |
| 1804 | Maj Invest Holding A/S | $2.2B | Q2 2026 | 7/9/2026 | 40 |
| 1805 | Bank of Italy | $2.2B | Q2 2026 | 7/31/2026 | 8 |
| 1806 | ANGELES WEALTH MANAGEMENT, LLC | $2.19B | Q2 2026 | 7/28/2026 | 632 |
| 1807 | AdvisorNet Financial, Inc | $2.19B | Q2 2026 | 7/23/2026 | 2,274 |
| 1808 | Greenwoods Asset Management Hong Kong Ltd. | $2.19B | Q2 2026 | 8/7/2026 | 21 |
| 1809 | ADAR1 Capital Management, LLC | $2.19B | Q2 2026 | 8/14/2026 | 277 |
| 1810 | Rehmann Capital Advisory Group | $2.18B | Q2 2026 | 8/20/2026 | 702 |
| 1811 | TIGER CONSUMER MANAGEMENT, LP | $2.18B | Q1 2014 | 5/15/2014 | 28 |
| 1812 | Alken Asset Management LLP | $2.18B | Q2 2014 | 7/8/2014 | 7 |
| 1813 | DUPONT CAPITAL MANAGEMENT CORP | $2.18B | Q2 2026 | 7/29/2026 | 41 |
| 1814 | Traynor Capital Management, Inc. | $2.18B | Q2 2026 | 7/22/2026 | 369 |
| 1815 | STRATTON MANAGEMENT CO | $2.18B | Q1 2014 | 5/13/2014 | 338 |
| 1816 | Integrated Advisors Network LLC | $2.18B | Q2 2026 | 8/11/2026 | 679 |
| 1817 | FOSTER & MOTLEY INC | $2.17B | Q2 2026 | 8/7/2026 | 405 |
| 1818 | HIGHLAND CAPITAL MANAGEMENT, LLC | $2.17B | Q2 2026 | 7/21/2026 | 411 |
| 1819 | J.Safra Asset Management Corp | $2.17B | Q2 2026 | 8/6/2026 | 633 |
| 1820 | Contrarius Group Holdings Ltd | $2.17B | Q2 2026 | 8/11/2026 | 34 |
| 1821 | RBS PARTNERS, L.P. | $2.17B | Q1 2014 | 5/15/2014 | 4 |
| 1822 | Orchard Hill Capital Management LP | $2.17B | Q1 2014 | 5/15/2014 | 19 |
| 1823 | ODDO BHF ASSET MANAGEMENT SAS | $2.16B | Q2 2026 | 8/13/2026 | 253 |
| 1824 | NWI MANAGEMENT LP | $2.16B | Q2 2026 | 8/14/2026 | 55 |
| 1825 | ROOSEVELT INVESTMENT GROUP LLC | $2.16B | Q1 2014 | 5/13/2014 | 221 |
| 1826 | StepStone Group LP | $2.16B | Q2 2026 | 8/13/2026 | 23 |
| 1827 | MONEY CONCEPTS CAPITAL CORP | $2.16B | Q2 2026 | 8/4/2026 | 633 |
| 1828 | Maren Capital LLC | $2.16B | Q2 2026 | 8/13/2026 | 17 |
| 1829 | Quinn Opportunity Partners LLC | $2.16B | Q2 2026 | 8/14/2026 | 359 |
| 1830 | Osmosis Investment Management UK Ltd | $2.15B | Q2 2026 | 8/13/2026 | 452 |
| 1831 | Voss Capital, LP | $2.15B | Q2 2026 | 8/14/2026 | 59 |
| 1832 | Plante Moran Financial Advisors, LLC | $2.15B | Q2 2026 | 8/6/2026 | 1,589 |
| 1833 | GREENWOOD GEARHART LLC | $2.15B | Q2 2026 | 7/24/2026 | 168 |
| 1834 | S&G Foundation | $2.15B | Q2 2026 | 8/12/2026 | 21 |
| 1835 | Century Capital Management, LLC | $2.14B | Q1 2014 | 5/14/2014 | 143 |
| 1836 | Jump Trading, LLC | $2.14B | Q1 2014 | 5/16/2014 | 719 |
| 1837 | Tourbillon Capital Partners, L.P. | $2.14B | Q1 2014 | 5/15/2014 | 77 |
| 1838 | Ninety One North America, Inc. | $2.13B | Q2 2026 | 7/16/2026 | 106 |
| 1839 | BBR PARTNERS, LLC | $2.13B | Q2 2026 | 8/11/2026 | 250 |
| 1840 | GOBI CAPITAL LLC | $2.13B | Q2 2026 | 8/14/2026 | 13 |
| 1841 | MIDLAND WEALTH ADVISORS, LLC | $2.13B | Q2 2026 | 7/24/2026 | 160 |
| 1842 | Caligan Partners LP | $2.13B | Q2 2026 | 8/14/2026 | 28 |
| 1843 | Cyndeo Wealth Partners, LLC | $2.12B | Q2 2026 | 7/21/2026 | 517 |
| 1844 | Stairway Partners, LLC | $2.12B | Q2 2026 | 7/1/2026 | 18 |
| 1845 | OSTERWEIS CAPITAL MANAGEMENT INC | $2.12B | Q2 2026 | 8/14/2026 | 231 |
| 1846 | Main Street Research LLC | $2.12B | Q2 2026 | 7/29/2026 | 140 |
| 1847 | Philosophy Capital Management LLC | $2.12B | Q2 2026 | 8/14/2026 | 46 |
| 1848 | Portman Square Capital LLP | $2.11B | Q2 2026 | 7/15/2026 | 94 |
| 1849 | Generali Investments CEE, investicni spolecnost, a.s. | $2.11B | Q2 2026 | 7/13/2026 | 462 |
| 1850 | Nextech Invest Ltd. | $2.11B | Q2 2026 | 8/14/2026 | 16 |
| 1851 | BB BIOTECH AG | $2.1B | Q2 2014 | 8/7/2014 | 24 |
| 1852 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.1B | Q2 2026 | 8/14/2026 | 585 |
| 1853 | Oak Grove Capital LLC | $2.1B | Q2 2026 | 8/13/2026 | 108 |
| 1854 | Oakworth Capital, Inc. | $2.1B | Q2 2026 | 7/22/2026 | 1,202 |
| 1855 | GDS Wealth Management | $2.1B | Q2 2026 | 8/13/2026 | 232 |
| 1856 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.1B | Q2 2026 | 7/28/2026 | 2,262 |
| 1857 | Third Security, LLC | $2.1B | Q2 2014 | 7/31/2014 | 19 |
| 1858 | Willis Investment Counsel | $2.1B | Q2 2026 | 8/3/2026 | 125 |
| 1859 | Shaolin Capital Management LLC | $2.1B | Q2 2026 | 8/14/2026 | 554 |
| 1860 | Cerberus Capital Management, L.P. | $2.1B | Q2 2026 | 8/14/2026 | 12 |
| 1861 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.09B | Q2 2026 | 7/23/2026 | 789 |
| 1862 | Resonant Capital Advisors, LLC | $2.09B | Q2 2026 | 7/24/2026 | 538 |
| 1863 | Index Venture Associates VI Ltd | $2.09B | Q2 2026 | 8/14/2026 | 3 |
| 1864 | OneAscent Financial Services LLC | $2.09B | Q2 2026 | 8/11/2026 | 605 |
| 1865 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $2.09B | Q2 2026 | 8/14/2026 | 6 |
| 1866 | CADENCE CAPITAL MANAGEMENT LLC | $2.09B | Q2 2014 | 7/23/2014 | 548 |
| 1867 | THOROUGHBRED FINANCIAL SERVICES, LLC | $2.08B | Q2 2026 | 8/11/2026 | 624 |
| 1868 | Seminole Management Co., Inc. | $2.08B | Q2 2014 | 7/30/2014 | 67 |
| 1869 | Irenic Capital Management LP | $2.08B | Q2 2026 | 8/14/2026 | 49 |
| 1870 | TruWealth Advisors, LLC | $2.08B | Q1 2026 | 4/9/2026 | 182 |
| 1871 | TECTONIC ADVISORS LLC | $2.08B | Q2 2026 | 7/15/2026 | 289 |
| 1872 | Kovack Advisors, Inc. | $2.08B | Q2 2026 | 7/28/2026 | 1,070 |
| 1873 | NAYA CAPITAL MANAGEMENT UK LTD | $2.08B | Q2 2026 | 8/14/2026 | 4 |
| 1874 | CIDEL ASSET MANAGEMENT INC | $2.08B | Q2 2026 | 7/17/2026 | 480 |
| 1875 | Bartlett & Co. LLC | $2.08B | Q2 2014 | 8/1/2014 | 733 |
| 1876 | Ocean Park Asset Management, LLC | $2.08B | Q2 2026 | 7/9/2026 | 81 |
| 1877 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $2.08B | Q2 2026 | 8/10/2026 | 131 |
| 1878 | OSTRUM ASSET MANAGEMENT | $2.08B | Q2 2026 | 8/13/2026 | 549 |
| 1879 | Ashfield Capital Partners, LLC | $2.07B | Q1 2014 | 5/9/2014 | 255 |
| 1880 | UNC Management Company, Inc. | $2.07B | Q2 2026 | 8/14/2026 | 6 |
| 1881 | Diversified Enterprises, LLC | $2.07B | Q2 2026 | 7/31/2026 | 425 |
| 1882 | Creekmur Asset Management LLC | $2.07B | Q2 2026 | 8/7/2026 | 6 |
| 1883 | DNCA FINANCE | $2.06B | Q2 2026 | 8/13/2026 | 118 |
| 1884 | TUKMAN GROSSMAN CAPITAL MANAGEMENT INC | $2.06B | Q2 2014 | 8/7/2014 | 18 |
| 1885 | BOSTON PRIVATE BANK & TRUST CO | $2.06B | Q2 2014 | 7/15/2014 | 994 |
| 1886 | SPINNAKER TRUST | $2.06B | Q2 2026 | 8/3/2026 | 309 |
| 1887 | RGM Capital, LLC | $2.06B | Q4 2025 | 2/17/2026 | 17 |
| 1888 | EcoR1 Capital, LLC | $2.06B | Q2 2026 | 8/14/2026 | 33 |
| 1889 | RICE HALL JAMES & ASSOCIATES, LLC | $2.05B | Q2 2026 | 8/7/2026 | 240 |
| 1890 | Arvest Bank Trust Division | $2.05B | Q2 2026 | 8/13/2026 | 240 |
| 1891 | Capstone Financial Advisors, Inc. | $2.05B | Q2 2026 | 8/14/2026 | 192 |
| 1892 | Dorsey & Whitney Trust CO LLC | $2.05B | Q2 2026 | 8/14/2026 | 730 |
| 1893 | Ribbit Management Company, LLC | $2.05B | Q2 2026 | 8/14/2026 | 15 |
| 1894 | SIGMA INVESTMENT COUNSELORS INC | $2.05B | Q2 2026 | 7/28/2026 | 218 |
| 1895 | First Western Trust Bank | $2.05B | Q2 2026 | 7/29/2026 | 215 |
| 1896 | Rock Springs Capital Management LP | $2.05B | Q2 2026 | 8/14/2026 | 104 |
| 1897 | ABRAMS BISON INVESTMENTS, LLC | $2.05B | Q2 2026 | 8/14/2026 | 11 |
| 1898 | Jacobi Capital Management LLC | $2.04B | Q2 2026 | 7/31/2026 | 644 |
| 1899 | Evanson Financial, LLC | $2.04B | Q2 2026 | 7/7/2026 | 325 |
| 1900 | Westchester Capital Management, LLC | $2.04B | Q2 2026 | 8/14/2026 | 310 |
| 1901 | UNIVEST FINANCIAL Corp | $2.04B | Q2 2026 | 8/7/2026 | 275 |
| 1902 | 683 Capital Management, LLC | $2.04B | Q2 2026 | 8/14/2026 | 153 |
| 1903 | Siemens Fonds Invest GmbH | $2.04B | Q2 2026 | 8/14/2026 | 538 |
| 1904 | CenterBook Partners LP | $2.04B | Q2 2026 | 8/11/2026 | 693 |
| 1905 | CERTUITY, LLC | $2.03B | Q2 2026 | 7/28/2026 | 674 |
| 1906 | Alliance Trust PLC | $2.03B | Q2 2014 | 7/10/2014 | 36 |
| 1907 | WATERS PARKERSON & CO., LLC | $2.03B | Q2 2026 | 7/30/2026 | 200 |
| 1908 | BANK OF HAWAII | $2.03B | Q2 2026 | 8/13/2026 | 233 |
| 1909 | Principle Wealth Partners LLC | $2.03B | Q2 2026 | 8/7/2026 | 398 |
| 1910 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.03B | Q2 2026 | 7/20/2026 | 424 |
| 1911 | Aprio Wealth Management, LLC | $2.02B | Q2 2026 | 7/24/2026 | 636 |
| 1912 | Cambria Investment Management, L.P. | $2.02B | Q2 2026 | 8/14/2026 | 731 |
| 1913 | WADDELL & ASSOCIATES, LLC | $2.02B | Q2 2026 | 7/15/2026 | 545 |
| 1914 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.02B | Q2 2026 | 8/14/2026 | 164 |
| 1915 | Hamilton Capital, LLC | $2.02B | Q2 2026 | 8/17/2026 | 159 |
| 1916 | Trek Financial, LLC | $2.01B | Q2 2026 | 8/13/2026 | 504 |
| 1917 | WealthPlan Investment Management, LLC | $2.01B | Q2 2026 | 7/28/2026 | 478 |
| 1918 | Essex Financial Services, Inc. | $2.01B | Q2 2026 | 8/10/2026 | 836 |
| 1919 | Fenelon Opportunity Fund Inc. | $2.01B | Q2 2026 | 7/27/2026 | 6 |
| 1920 | JFS WEALTH ADVISORS, LLC | $2.01B | Q2 2026 | 7/10/2026 | 2,253 |
| 1921 | EAGLE BOSTON INVESTMENT MANAGEMENT INC | $2.01B | Q2 2014 | 7/10/2014 | 135 |
| 1922 | COURIER CAPITAL LLC | $2B | Q2 2026 | 7/16/2026 | 399 |
| 1923 | Strategic Blueprint, LLC | $2B | Q2 2026 | 7/23/2026 | 696 |
| 1924 | NWAM LLC | $2B | Q2 2026 | 7/23/2026 | 684 |
| 1925 | Casdin Capital, LLC | $2B | Q2 2026 | 8/14/2026 | 43 |
| 1926 | Knights of Columbus Asset Advisors LLC | $2B | Q2 2026 | 7/31/2026 | 386 |
| 1927 | CACTI ASSET MANAGEMENT LLC | $1.99B | Q2 2026 | 7/1/2026 | 76 |
| 1928 | BOUSSARD & GAVAUDAN GESTION SAS | $1.99B | Q2 2026 | 8/19/2026 | 103 |
| 1929 | Sepio Capital, LP | $1.99B | Q2 2026 | 7/28/2026 | 346 |
| 1930 | TOYOTA MOTOR CORP/ | $1.99B | Q2 2026 | 8/4/2026 | 2 |
| 1931 | PRIO WEALTH LIMITED PARTNERSHIP | $1.98B | Q2 2014 | 7/22/2014 | 255 |
| 1932 | PFG Advisors | $1.98B | Q2 2026 | 7/16/2026 | 791 |
| 1933 | Signal Advisors Wealth, LLC | $1.98B | Q2 2026 | 8/4/2026 | 630 |
| 1934 | Wesleyan Assurance Society | $1.98B | Q2 2026 | 7/28/2026 | 109 |
| 1935 | TAMRO Capital Partners LLC | $1.98B | Q2 2014 | 8/7/2014 | 112 |
| 1936 | CRAMER ROSENTHAL MCGLYNN LLC | $1.98B | Q2 2026 | 8/13/2026 | 96 |
| 1937 | Cerity Partners OCIO LLC | $1.98B | Q2 2026 | 8/14/2026 | 28 |
| 1938 | QUALCOMM INC/DE | $1.98B | Q1 2014 | 5/14/2014 | 212 |
| 1939 | Polymer Capital Management (HK) LTD | $1.98B | Q2 2026 | 8/12/2026 | 143 |
| 1940 | LGT CAPITAL PARTNERS LTD. | $1.97B | Q2 2026 | 8/5/2026 | 38 |
| 1941 | OXFORD FINANCIAL GROUP, LTD. LLC | $1.97B | Q2 2026 | 8/11/2026 | 296 |
| 1942 | SMITH CHAS P & ASSOCIATES PA CPAS | $1.97B | Q2 2026 | 9/11/2026 | 199 |
| 1943 | Jordan Park Group LLC | $1.97B | Q2 2026 | 8/11/2026 | 68 |
| 1944 | Aaron Wealth Advisors LLC | $1.97B | Q2 2026 | 7/16/2026 | 688 |
| 1945 | F/m Investments LLC | $1.97B | Q2 2026 | 8/5/2026 | 354 |
| 1946 | EASTERLY INVESTMENT PARTNERS LLC | $1.97B | Q2 2026 | 7/23/2026 | 252 |
| 1947 | Symmetry Partners, LLC | $1.96B | Q2 2026 | 7/23/2026 | 295 |
| 1948 | Berger Financial Group, Inc | $1.96B | Q2 2026 | 8/4/2026 | 486 |
| 1949 | Prescott General Partners LLC | $1.96B | Q2 2026 | 8/14/2026 | 10 |
| 1950 | Greenhouse Funds LLLP | $1.96B | Q2 2026 | 8/14/2026 | 32 |
| 1951 | MEEDER ASSET MANAGEMENT INC | $1.96B | Q2 2026 | 8/7/2026 | 930 |
| 1952 | SIGMA CAPITAL MANAGEMENT LLC | $1.95B | Q1 2014 | 5/15/2014 | 163 |
| 1953 | SUN LIFE FINANCIAL INC | $1.95B | Q2 2026 | 8/12/2026 | 44 |
| 1954 | Granite Investment Partners, LLC | $1.95B | Q2 2026 | 8/7/2026 | 277 |
| 1955 | FOUNDERS FINANCIAL SECURITIES LLC | $1.95B | Q2 2026 | 7/31/2026 | 555 |
| 1956 | Cormorant Asset Management, LP | $1.95B | Q2 2026 | 8/14/2026 | 50 |
| 1957 | ADELL HARRIMAN & CARPENTER INC | $1.95B | Q2 2026 | 8/4/2026 | 158 |
| 1958 | BOK Financial Private Wealth, Inc. | $1.95B | Q2 2026 | 8/7/2026 | 792 |
| 1959 | MUFG SECURITIES AMERICAS INC. | $1.95B | Q2 2026 | 8/14/2026 | 506 |
| 1960 | Kovitz Investment Group, LLC | $1.95B | Q1 2014 | 5/15/2014 | 111 |
| 1961 | NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | $1.95B | Q1 2014 | 5/15/2014 | 37 |
| 1962 | Trinity Street Asset Management LLP | $1.94B | Q2 2026 | 7/10/2026 | 23 |
| 1963 | LAKEWOOD CAPITAL MANAGEMENT, LP | $1.94B | Q2 2026 | 8/14/2026 | 65 |
| 1964 | McKinley Carter Wealth Services, Inc. | $1.94B | Q2 2026 | 7/28/2026 | 322 |
| 1965 | Tao Capital Management LP | $1.94B | Q2 2026 | 8/14/2026 | 6 |
| 1966 | Progeny 3, Inc. | $1.94B | Q2 2026 | 8/14/2026 | 29 |
| 1967 | COMMUNITY TRUST & INVESTMENT CO | $1.94B | Q2 2026 | 7/8/2026 | 144 |
| 1968 | Evensky & Katz LLC | $1.94B | Q2 2026 | 7/22/2026 | 72 |
| 1969 | GUYASUTA INVESTMENT ADVISORS INC | $1.94B | Q2 2026 | 7/20/2026 | 276 |
| 1970 | Sofinnova Investments, Inc. | $1.93B | Q2 2026 | 8/14/2026 | 57 |
| 1971 | Standard Investments LLC | $1.93B | Q2 2026 | 8/14/2026 | 13 |
| 1972 | Castle Creek Arbitrage, LLC | $1.93B | Q1 2014 | 5/14/2014 | 95 |
| 1973 | Segment Wealth Management, LLC | $1.93B | Q2 2026 | 7/16/2026 | 312 |
| 1974 | Eversept Partners, LP | $1.93B | Q2 2026 | 8/14/2026 | 120 |
| 1975 | Regal Investment Advisors LLC | $1.92B | Q2 2026 | 8/14/2026 | 647 |
| 1976 | Hutchin Hill Capital, LP | $1.92B | Q1 2014 | 5/15/2014 | 582 |
| 1977 | Sourcerock Group LLC | $1.92B | Q2 2026 | 8/14/2026 | 36 |
| 1978 | Distillate Capital Partners LLC | $1.92B | Q2 2026 | 8/14/2026 | 118 |
| 1979 | KILLEN GROUP INC | $1.92B | Q2 2014 | 7/28/2014 | 121 |
| 1980 | MHR FUND MANAGEMENT LLC | $1.92B | Q2 2026 | 8/14/2026 | 11 |
| 1981 | FAS Wealth Partners, Inc. | $1.92B | Q2 2026 | 7/29/2026 | 520 |
| 1982 | GMT CAPITAL CORP | $1.92B | Q2 2026 | 8/14/2026 | 68 |
| 1983 | Hill Path Capital LP | $1.92B | Q2 2026 | 8/14/2026 | 7 |
| 1984 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $1.92B | Q2 2026 | 8/14/2026 | 47 |
| 1985 | FIRST INTERSTATE BANK | $1.92B | Q2 2026 | 7/24/2026 | 196 |
| 1986 | BROADWOOD CAPITAL INC | $1.91B | Q2 2026 | 8/13/2026 | 6 |
| 1987 | KINTRA WEALTH, LLC | $1.91B | Q2 2026 | 8/14/2026 | 515 |
| 1988 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $1.91B | Q2 2026 | 7/13/2026 | 88 |
| 1989 | PIEDMONT INVESTMENT ADVISORS INC | $1.91B | Q2 2014 | 8/7/2014 | 318 |
| 1990 | Legacy Wealth Management, LLC | $1.91B | Q2 2026 | 7/9/2026 | 30 |
| 1991 | CARDINAL CAPITAL MANAGEMENT LLC /CT | $1.91B | Q1 2014 | 5/15/2014 | 106 |
| 1992 | REBALANCE, LLC | $1.91B | Q2 2026 | 7/16/2026 | 103 |
| 1993 | Campbell & CO Investment Adviser LLC | $1.91B | Q2 2026 | 8/3/2026 | 1,005 |
| 1994 | GRANDFIELD & DODD, LLC | $1.91B | Q2 2026 | 8/7/2026 | 217 |
| 1995 | Verdence Capital Advisors LLC | $1.9B | Q2 2026 | 7/29/2026 | 658 |
| 1996 | DENDUR CAPITAL LP | $1.9B | Q2 2026 | 8/14/2026 | 24 |
| 1997 | Foster Victor Wealth Advisors, LLC | $1.9B | Q2 2026 | 7/22/2026 | 254 |
| 1998 | PDT Partners, LLC | $1.9B | Q2 2026 | 8/14/2026 | 489 |
| 1999 | DALTON GREINER HARTMAN MAHER & CO | $1.9B | Q2 2014 | 7/11/2014 | 190 |
| 2000 | JANA Partners Management, LP | $1.9B | Q2 2026 | 8/14/2026 | 10 |