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
2001 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1.67B Q4 2025 1/20/2026 377
2002 People's United Financial, Inc. $1.67B Q1 2014 5/14/2014 796
2003 Avantyr Capital Partners, LP $1.67B Q4 2025 2/17/2026 25
2004 OAK ASSOCIATES LTD /OH/ $1.66B Q4 2025 2/12/2026 131
2005 HealthCor Management, L.P. $1.66B Q1 2014 5/15/2014 57
2006 Keel Point, LLC $1.66B Q4 2025 2/12/2026 541
2007 Coronation Asset Management (Pty) Ltd. $1.66B Q2 2014 7/22/2014 45
2008 Meridiem Capital Partners LP $1.66B Q4 2025 2/17/2026 71
2009 CACTI ASSET MANAGEMENT LLC $1.66B Q4 2025 1/2/2026 79
2010 Logos Global Management LP $1.65B Q4 2025 2/17/2026 69
2011 AMERICAN NATIONAL INSURANCE CO $1.65B Q2 2014 8/6/2014 356
2012 INVICTUS PRIVATE WEALTH, LLC $1.65B Q4 2025 2/13/2026 79
2013 MARKSTON INTERNATIONAL LLC $1.65B Q2 2014 7/29/2014 214
2014 First Trust Capital Management L.P. $1.65B Q4 2025 2/13/2026 162
2015 Fragasso Financial Advisors Inc $1.65B Q4 2025 1/7/2026 297
2016 First American Bank $1.65B Q4 2025 1/20/2026 177
2017 OAK RIDGE INVESTMENTS LLC $1.65B Q4 2025 1/23/2026 178
2018 Atairos Group, Inc. $1.65B Q4 2025 2/17/2026 4
2019 Glenorchy Capital Ltd $1.65B Q4 2025 1/30/2026 66
2020 True Link Financial Advisors, LLC $1.65B Q4 2025 1/29/2026 114
2021 Wealthspire Retirement, LLC $1.64B Q4 2025 2/18/2026 305
2022 Parcion Private Wealth LLC $1.64B Q4 2025 1/26/2026 421
2023 Arete Wealth Advisors, LLC $1.64B Q4 2025 2/13/2026 761
2024 Global Alpha Capital Management Ltd. $1.64B Q4 2025 2/11/2026 56
2025 Gruss Capital Management LP $1.63B Q1 2014 5/15/2014 72
2026 BOK Financial Private Wealth, Inc. $1.63B Q4 2025 2/6/2026 456
2027 Cumberland Partners Ltd $1.63B Q4 2025 2/6/2026 172
2028 MFF Capital Investments Ltd $1.63B Q4 2025 2/17/2026 19
2029 MCDONALD CAPITAL INVESTORS INC/CA $1.63B Q4 2025 1/30/2026 21
2030 Greenspring Advisors, LLC $1.63B Q4 2025 2/10/2026 281
2031 CAXTON ASSOCIATES LP $1.63B Q1 2014 5/15/2014 164
2032 EASTERLY INVESTMENT PARTNERS LLC $1.63B Q4 2025 2/10/2026 211
2033 FOSTER DYKEMA CABOT & PARTNERS, LLC $1.63B Q4 2025 2/12/2026 330
2034 Roundview Capital LLC $1.63B Q4 2025 2/9/2026 331
2035 LBMC INVESTMENT ADVISORS, LLC $1.63B Q4 2025 2/12/2026 224
2036 CQS Cayman LP $1.62B Q2 2014 8/11/2014 123
2037 Willis Johnson & Associates, Inc. $1.62B Q4 2025 1/22/2026 185
2038 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $1.62B Q4 2025 2/17/2026 95
2039 Madrone Advisors, LLC $1.62B Q4 2025 2/13/2026 5
2040 ATHERTON LANE ADVISERS, LLC $1.62B Q1 2014 5/15/2014 161
2041 Johnson Financial Group, LLC $1.62B Q4 2025 2/10/2026 120
2042 BBT Capital Management, LLC $1.61B Q2 2014 8/8/2014 210
2043 Thomasville National Bank $1.61B Q4 2025 1/26/2026 235
2044 Zweig-DiMenna Associates LLC $1.61B Q4 2025 2/10/2026 106
2045 Casdin Capital, LLC $1.61B Q4 2025 2/17/2026 38
2046 S&CO INC $1.61B Q4 2025 2/5/2026 218
2047 GUARDIAN WEALTH ADVISORS, LLC / NC $1.61B Q4 2025 2/17/2026 366
2048 VERUS CAPITAL PARTNERS, LLC $1.61B Q4 2025 2/11/2026 489
2049 ALBION FINANCIAL GROUP /UT $1.61B Q4 2025 1/21/2026 650
2050 MUFG SECURITIES AMERICAS INC. $1.61B Q4 2025 2/13/2026 508
2051 JVL Advisors, L.L.C. $1.61B Q2 2014 8/11/2014 22
2052 THB ASSET MANAGEMENT $1.61B Q2 2014 7/9/2014 228
2053 AE INDUSTRIAL PARTNERS, LP $1.61B Q4 2025 2/11/2026 3
2054 RUSH ISLAND MANAGEMENT, LP $1.6B Q4 2025 2/17/2026 17
2055 APEX CAPITAL, LLC $1.6B Q2 2014 8/7/2014 67
2056 NICHOLS & PRATT ADVISERS LLP /MA $1.6B Q4 2025 1/29/2026 107
2057 GDS Wealth Management $1.6B Q4 2025 2/2/2026 188
2058 ALPINE ASSOCIATES ADVISORS $1.6B Q1 2014 5/9/2014 76
2059 WOODMONT INVESTMENT COUNSEL LLC $1.6B Q4 2025 1/21/2026 261
2060 North Star Investment Management Corp. $1.59B Q4 2025 1/30/2026 1,570
2061 Janney Capital Management LLC $1.59B Q4 2025 2/11/2026 253
2062 Trinity Street Asset Management LLP $1.59B Q4 2025 1/22/2026 22
2063 CERTUITY, LLC $1.59B Q4 2025 1/30/2026 587
2064 Maple Capital Management, Inc. $1.59B Q4 2025 2/3/2026 116
2065 Azora Capital LP $1.59B Q4 2025 2/17/2026 47
2066 CREATIVE FINANCIAL DESIGNS INC /ADV $1.59B Q4 2025 2/6/2026 2,064
2067 TRIGLAV INVESTMENTS, D.O.O. $1.58B Q4 2025 2/10/2026 173
2068 FULTON BREAKEFIELD BROENNIMAN LLC $1.58B Q4 2025 1/21/2026 203
2069 TRUSTMARK BANK TRUST DEPARTMENT $1.58B Q4 2025 2/17/2026 279
2070 WESTPAC BANKING CORP $1.58B Q4 2025 2/10/2026 591
2071 Howard Capital Management Group, LLC $1.58B Q4 2025 1/16/2026 143
2072 NEEDHAM INVESTMENT MANAGEMENT LLC $1.58B Q4 2025 2/17/2026 162
2073 FJ Investments, LLC $1.58B Q4 2025 2/5/2026 5
2074 UNITED SERVICES AUTOMOBILE ASSOCIATION $1.58B Q4 2025 2/4/2026 20
2075 a16z Capital Management, L.L.C. $1.58B Q4 2025 2/17/2026 13
2076 Plante Moran Financial Advisors, LLC $1.58B Q4 2025 2/5/2026 811
2077 BROWNING WEST LP $1.58B Q4 2025 2/17/2026 5
2078 Bluefin Trading, LLC $1.58B Q1 2014 5/15/2014 462
2079 Frank, Rimerman Advisors LLC $1.58B Q4 2025 1/15/2026 600
2080 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. $1.58B Q4 2025 1/23/2026 243
2081 BOSTON FAMILY OFFICE LLC $1.58B Q4 2025 2/13/2026 310
2082 RONALD BLUE & CO LLC $1.57B Q2 2014 8/6/2014 342
2083 Baring International Investment Ltd $1.57B Q2 2014 7/21/2014 135
2084 DDD Partners, LLC $1.57B Q4 2025 1/22/2026 130
2085 Impactive Capital LP $1.57B Q4 2025 2/17/2026 8
2086 Aureus Asset Management, LLC $1.57B Q4 2025 2/17/2026 201
2087 WealthPlan Investment Management, LLC $1.57B Q4 2025 2/5/2026 376
2088 HITE Hedge Asset Management LLC $1.57B Q4 2025 2/13/2026 121
2089 BHF Kleinwort Benson Group S.A. $1.57B Q4 2013 4/30/2014 285
2090 GAM Holding AG $1.57B Q4 2025 2/17/2026 288
2091 Kynam Capital Management, LP $1.57B Q4 2025 2/17/2026 37
2092 BALDWIN WEALTH PARTNERS LLC/MA $1.56B Q4 2025 1/7/2026 242
2093 SOUTH TEXAS MONEY MANAGEMENT LTD $1.56B Q2 2014 7/31/2014 173
2094 Alaska Permanent Fund Corp $1.56B Q4 2025 2/12/2026 6
2095 IMPAX ASSET MANAGEMENT LLC $1.56B Q1 2014 5/14/2014 194
2096 CLIFTON PARK CAPITAL MANAGEMENT, LLC $1.56B Q2 2014 8/6/2014 21
2097 VALLEY WEALTH MANAGERS, INC. $1.56B Q4 2025 2/4/2026 359
2098 Rheos Capital Works Inc. $1.56B Q4 2025 1/21/2026 67
2099 1900 WEALTH MANAGEMENT LLC $1.56B Q4 2025 1/20/2026 241
2100 Hill Path Capital LP $1.55B Q4 2025 2/17/2026 7
2101 Koshinski Asset Management, Inc. $1.55B Q4 2025 2/3/2026 714
2102 PHILLIPS FINANCIAL MANAGEMENT, LLC $1.55B Q4 2025 1/26/2026 307
2103 CRAMER ROSENTHAL MCGLYNN LLC $1.55B Q4 2025 2/13/2026 88
2104 NBT BANK N A /NY $1.55B Q4 2025 1/23/2026 1,029
2105 FAS Wealth Partners, Inc. $1.55B Q4 2025 2/18/2026 513
2106 Vivo Capital, LLC $1.55B Q4 2025 2/13/2026 47
2107 Kentucky Retirement Systems Insurance Trust Fund $1.55B Q4 2025 2/10/2026 496
2108 Avalon Trust Co $1.55B Q4 2025 2/9/2026 433
2109 Origin Asset Management LLP $1.55B Q2 2014 8/6/2014 103
2110 Long Corridor Asset Management Ltd $1.54B Q4 2025 2/12/2026 20
2111 Bridgewater Advisors Inc. $1.54B Q4 2025 1/23/2026 448
2112 Avestar Capital, LLC $1.54B Q4 2025 2/10/2026 483
2113 Oasis Management Co Ltd. $1.54B Q4 2025 2/13/2026 105
2114 PDT Partners, LLC $1.54B Q4 2025 2/17/2026 548
2115 BEESE FULMER INVESTMENT MANAGEMENT, INC. $1.54B Q4 2025 2/5/2026 395
2116 LASRY MARC $1.54B Q1 2014 8/4/2014 33
2117 Theleme Partners LLP $1.54B Q4 2025 2/17/2026 9
2118 Hikari Tsushin, Inc. $1.54B Q4 2025 2/12/2026 80
2119 SWISS RE LTD $1.53B Q4 2025 2/12/2026 237
2120 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD $1.53B Q4 2025 2/11/2026 59
2121 NorthCoast Asset Management LLC $1.53B Q1 2014 5/13/2014 169
2122 Fiduciary Alliance LLC $1.53B Q4 2025 1/22/2026 510
2123 Plato Investment Management Ltd $1.53B Q4 2025 2/4/2026 513
2124 Waverton Investment Management Ltd $1.53B Q2 2014 7/28/2014 96
2125 Cardinal Point Capital Management ULC $1.53B Q4 2025 2/5/2026 260
2126 FIFTH THIRD SECURITIES, INC. $1.53B Q4 2025 1/23/2026 332
2127 Gillson Capital LP $1.53B Q4 2025 2/17/2026 76
2128 FUKOKU MUTUAL LIFE INSURANCE CO $1.52B Q4 2025 2/10/2026 246
2129 Asset Dedication, LLC $1.52B Q4 2025 1/26/2026 1,126
2130 Charles Schwab Trust Co $1.52B Q4 2025 1/9/2026 171
2131 BlackBarn Capital Partners LP $1.52B Q4 2025 2/17/2026 16
2132 Burkehill Global Management, LP $1.52B Q4 2025 2/17/2026 158
2133 Forest Avenue Capital Management LP $1.52B Q4 2025 2/13/2026 22
2134 Beaumont Financial Advisors, LLC $1.52B Q4 2025 1/16/2026 371
2135 APPLETON PARTNERS INC/MA $1.52B Q4 2025 1/9/2026 263
2136 Soltis Investment Advisors LLC $1.52B Q4 2025 4/2/2026 528
2137 NORRIS PERNE & FRENCH LLP/MI $1.52B Q4 2025 1/23/2026 163
2138 AMERICAN INTERNATIONAL GROUP, INC. $1.51B Q4 2025 2/12/2026 2
2139 BLUESTEIN R H & CO LLC $1.51B Q1 2014 5/13/2014 353
2140 HOWE & RUSLING INC $1.51B Q4 2025 2/17/2026 478
2141 Teton Advisors, Inc. $1.51B Q2 2014 8/6/2014 529
2142 SAGE FINANCIAL GROUP INC $1.51B Q4 2025 1/27/2026 106
2143 LAKEWOOD CAPITAL MANAGEMENT, LP $1.51B Q4 2025 2/17/2026 63
2144 FIDUCIARY MANAGEMENT ASSOCIATES LLC $1.51B Q2 2014 7/31/2014 121
2145 MARK ASSET MANAGEMENT LP $1.51B Q4 2025 2/17/2026 47
2146 MERITAGE PORTFOLIO MANAGEMENT $1.51B Q4 2025 1/27/2026 322
2147 Bronson Point Management LLC $1.51B Q1 2014 5/14/2014 63
2148 ALPINE ASSOCIATES MANAGEMENT INC. $1.5B Q4 2025 2/5/2026 67
2149 Commodore Capital LP $1.5B Q4 2025 2/17/2026 33
2150 ALTA CAPITAL MANAGEMENT LLC/ $1.5B Q4 2025 2/6/2026 96
2151 Icon Wealth Advisors, LLC $1.5B Q4 2025 2/13/2026 394
2152 Chieftain Capital Management, Inc. $1.5B Q1 2014 5/15/2014 10
2153 Sleep, Zakaria & CO Ltd. $1.5B Q1 2014 5/14/2014 5
2154 Sunbelt Securities, Inc. $1.5B Q4 2025 2/20/2026 2,784
2155 Angeles Investment Advisors, LLC $1.5B Q4 2025 2/17/2026 27
2156 Vantage Investment Partners, LLC $1.5B Q4 2025 2/6/2026 62
2157 DECADE CAPITAL MANAGEMENT LLC $1.5B Q1 2014 5/15/2014 195
2158 STEPHENS GROUP ASSET MANAGEMENT, LLC $1.5B Q4 2025 1/8/2026 26
2159 PDS Planning, Inc $1.5B Q4 2025 1/26/2026 553
2160 Simmons Bank $1.5B Q4 2025 2/5/2026 327
2161 OCCUDO QUANTITATIVE STRATEGIES LP $1.49B Q4 2025 2/17/2026 670
2162 SFMG, LLC $1.49B Q4 2025 2/10/2026 309
2163 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1.49B Q4 2025 2/13/2026 699
2164 Greenbrier Partners Capital Management, LLC $1.49B Q4 2025 2/13/2026 12
2165 JET CAPITAL INVESTORS L P $1.49B Q1 2014 5/14/2014 40
2166 Sound View Wealth Advisors Group, LLC $1.49B Q4 2025 1/8/2026 416
2167 Pale Fire Capital SE $1.49B Q4 2025 2/13/2026 60
2168 Calvert Investment Management, Inc. $1.49B Q2 2014 7/18/2014 358
2169 Irenic Capital Management LP $1.49B Q4 2025 2/17/2026 46
2170 Kathmere Capital Management, LLC $1.49B Q4 2025 1/13/2026 570
2171 No Street GP LP $1.48B Q4 2025 2/17/2026 33
2172 NICOLET ADVISORY SERVICES, LLC $1.48B Q4 2025 2/13/2026 421
2173 Adelante Capital Management LLC $1.48B Q4 2025 2/18/2026 42
2174 Coho Partners, Ltd. $1.48B Q2 2014 7/28/2014 48
2175 WADDELL & ASSOCIATES, LLC $1.48B Q4 2025 2/11/2026 379
2176 Partners Group Holding AG $1.48B Q4 2025 2/6/2026 49
2177 SILVER OAK SECURITIES, INCORPORATED $1.48B Q4 2025 1/15/2026 808
2178 ARMSTRONG ADVISORY GROUP, INC $1.48B Q4 2025 1/8/2026 953
2179 SHUFRO ROSE & CO LLC $1.48B Q4 2025 2/9/2026 300
2180 Clear Harbor Asset Management, LLC $1.48B Q4 2025 2/10/2026 445
2181 CULLINAN ASSOCIATES INC $1.48B Q4 2025 1/30/2026 211
2182 SSI INVESTMENT MANAGEMENT LLC $1.47B Q4 2025 2/10/2026 254
2183 JTC Employer Solutions Trustee Ltd $1.47B Q4 2025 2/10/2026 315
2184 Lutz Financial Services LLC $1.47B Q4 2025 2/6/2026 102
2185 1607 Capital Partners, LLC $1.47B Q4 2025 2/17/2026 126
2186 SHERMAN PORFOLIOS, LLC $1.47B Q4 2025 2/17/2026 156
2187 Trust Asset Management LLC $1.47B Q4 2025 1/13/2026 226
2188 Invesco Private Capital, Inc. $1.47B Q1 2014 5/15/2014 11
2189 Wilkinson Global Asset Management LLC $1.46B Q4 2025 2/11/2026 63
2190 Cornerstone Wealth Group, LLC $1.46B Q4 2025 1/26/2026 390
2191 CapWealth Advisors, LLC $1.46B Q4 2025 2/6/2026 121
2192 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1.46B Q4 2025 2/3/2026 2,205
2193 NEW AMSTERDAM PARTNERS LLC/NY $1.46B Q1 2014 5/14/2014 121
2194 Merchants' Gate Capital LP $1.46B Q1 2014 5/15/2014 23
2195 BOGLE INVESTMENT MANAGEMENT L P /DE/ $1.46B Q1 2014 5/14/2014 344
2196 Ranger Investment Management, L.P. $1.46B Q4 2025 2/13/2026 79
2197 Scheer, Rowlett & Associates Investment Management Ltd. $1.46B Q4 2025 2/10/2026 32
2198 HIGHLINE CAPITAL MANAGEMENT, L.P. $1.46B Q1 2014 5/15/2014 28
2199 RWWM, Inc. $1.46B Q4 2025 2/13/2026 34
2200 FIRST AMERICAN TRUST, FSB $1.46B Q4 2025 2/11/2026 287