Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2001 | PRAXIS INVESTMENT MANAGEMENT INC | $1.9B | Q2 2026 | 8/4/2026 | 853 |
| 2002 | TRIGLAV INVESTMENTS, D.O.O. | $1.9B | Q2 2026 | 8/11/2026 | 184 |
| 2003 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1.9B | Q2 2026 | 8/14/2026 | 205 |
| 2004 | MOODY LYNN LIEBERSON & WALKER, LLC | $1.9B | Q2 2026 | 7/20/2026 | 264 |
| 2005 | Turtle Creek Wealth Advisors, LLC | $1.89B | Q2 2026 | 7/27/2026 | 515 |
| 2006 | Kathmere Capital Management, LLC | $1.89B | Q2 2026 | 7/29/2026 | 676 |
| 2007 | PATTEN & PATTEN INC/TN | $1.89B | Q2 2026 | 8/5/2026 | 350 |
| 2008 | A.R.T. Advisors, LLC | $1.89B | Q1 2014 | 5/15/2014 | 1,293 |
| 2009 | NEXT CENTURY GROWTH INVESTORS LLC | $1.89B | Q2 2026 | 8/14/2026 | 113 |
| 2010 | CAS Investment Partners, LLC | $1.88B | Q2 2026 | 8/14/2026 | 6 |
| 2011 | OCCUDO QUANTITATIVE STRATEGIES LP | $1.88B | Q2 2026 | 8/13/2026 | 748 |
| 2012 | Fragasso Financial Advisors Inc | $1.88B | Q2 2026 | 7/9/2026 | 361 |
| 2013 | Koshinski Asset Management, Inc. | $1.88B | Q2 2026 | 7/27/2026 | 767 |
| 2014 | Oasis Management Co Ltd. | $1.88B | Q2 2026 | 8/13/2026 | 108 |
| 2015 | ATWOOD & PALMER INC | $1.87B | Q2 2026 | 7/8/2026 | 495 |
| 2016 | Proem Advisors LLC | $1.87B | Q2 2026 | 8/11/2026 | 56 |
| 2017 | Robinhood Asset Management, LLC | $1.87B | Q2 2026 | 8/11/2026 | 83 |
| 2018 | Texas Capital Bank Wealth Management Services Inc | $1.87B | Q2 2026 | 8/7/2026 | 349 |
| 2019 | KEYSTONE INVESTORS PTE LTD | $1.87B | Q2 2026 | 8/14/2026 | 84 |
| 2020 | B. Riley Wealth Advisors, Inc. | $1.87B | Q2 2026 | 7/14/2026 | 914 |
| 2021 | LMCG INVESTMENTS, LLC | $1.87B | Q2 2026 | 7/22/2026 | 225 |
| 2022 | Evanson Asset Management, LLC | $1.86B | Q1 2026 | 4/8/2026 | 321 |
| 2023 | BAR HARBOR WEALTH MANAGEMENT | $1.86B | Q2 2026 | 7/15/2026 | 268 |
| 2024 | INVICTUS PRIVATE WEALTH, LLC | $1.86B | Q2 2026 | 7/27/2026 | 86 |
| 2025 | SRB CORP | $1.86B | Q2 2026 | 8/14/2026 | 23 |
| 2026 | Johnson Financial Group, LLC | $1.86B | Q2 2026 | 8/6/2026 | 279 |
| 2027 | Pertento Partners LLP | $1.86B | Q2 2026 | 8/13/2026 | 17 |
| 2028 | CAXTON CORP | $1.85B | Q2 2026 | 8/13/2026 | 10 |
| 2029 | Private Advisory Group LLC | $1.85B | Q2 2026 | 8/6/2026 | 296 |
| 2030 | Blue Harbour Group, L.P. | $1.85B | Q1 2014 | 5/15/2014 | 21 |
| 2031 | ZBI Equities, L.L.C. | $1.85B | Q4 2013 | 2/14/2014 | 23 |
| 2032 | Ninety One SA (PTY) Ltd | $1.85B | Q2 2026 | 7/16/2026 | 110 |
| 2033 | Spyglass Capital Management LLC | $1.85B | Q2 2026 | 8/14/2026 | 25 |
| 2034 | VERUS CAPITAL PARTNERS, LLC | $1.85B | Q2 2026 | 8/6/2026 | 503 |
| 2035 | LBMC INVESTMENT ADVISORS, LLC | $1.85B | Q2 2026 | 8/10/2026 | 245 |
| 2036 | ANDOR CAPITAL MANAGEMENT, L.L.C. | $1.84B | Q2 2014 | 8/1/2014 | 24 |
| 2037 | FJ Investments, LLC | $1.84B | Q2 2026 | 8/6/2026 | 6 |
| 2038 | North Star Investment Management Corp. | $1.84B | Q2 2026 | 7/28/2026 | 1,733 |
| 2039 | Vanguard National Trust Co | $1.84B | Q2 2026 | 8/13/2026 | 787 |
| 2040 | Bridgewater Advisors Inc. | $1.83B | Q2 2026 | 8/5/2026 | 478 |
| 2041 | Kensington Asset Management, LLC | $1.83B | Q2 2026 | 8/12/2026 | 39 |
| 2042 | WOODMONT INVESTMENT COUNSEL LLC | $1.83B | Q2 2026 | 7/27/2026 | 287 |
| 2043 | Summit Global Investments | $1.83B | Q2 2026 | 8/3/2026 | 523 |
| 2044 | Roundview Capital LLC | $1.83B | Q2 2026 | 7/30/2026 | 349 |
| 2045 | Saratoga Research & Investment Management | $1.83B | Q2 2026 | 7/23/2026 | 46 |
| 2046 | HITE Hedge Asset Management LLC | $1.83B | Q2 2026 | 8/14/2026 | 125 |
| 2047 | Trans-Canada Capital Inc. | $1.83B | Q2 2026 | 8/13/2026 | 22 |
| 2048 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $1.83B | Q2 2026 | 8/7/2026 | 43 |
| 2049 | Wealthspire Retirement, LLC | $1.82B | Q2 2026 | 8/12/2026 | 321 |
| 2050 | Stratos Wealth Advisors, LLC | $1.82B | Q2 2026 | 8/11/2026 | 638 |
| 2051 | Thomasville National Bank | $1.82B | Q2 2026 | 7/20/2026 | 241 |
| 2052 | DEERE & CO | $1.82B | Q2 2014 | 8/11/2014 | 939 |
| 2053 | CHUBB CORP | $1.82B | Q1 2014 | 5/12/2014 | 110 |
| 2054 | Avalon Investment & Advisory | $1.81B | Q1 2014 | 5/15/2014 | 171 |
| 2055 | Regal Partners Ltd | $1.81B | Q2 2026 | 8/13/2026 | 122 |
| 2056 | Aquamarine Financial (Cayman) Ltd | $1.81B | Q2 2026 | 8/12/2026 | 17 |
| 2057 | Kynam Capital Management, LP | $1.81B | Q2 2026 | 8/14/2026 | 32 |
| 2058 | Legacy Private Trust Co. | $1.81B | Q2 2026 | 7/21/2026 | 270 |
| 2059 | SAGE FINANCIAL GROUP INC | $1.81B | Q2 2026 | 7/21/2026 | 110 |
| 2060 | Greenspring Advisors, LLC | $1.8B | Q2 2026 | 8/11/2026 | 355 |
| 2061 | Roystone Capital Management LP | $1.8B | Q1 2014 | 8/11/2014 | 36 |
| 2062 | Concentric Capital Strategies, LP | $1.8B | Q2 2026 | 8/14/2026 | 313 |
| 2063 | Parcion Private Wealth LLC | $1.8B | Q2 2026 | 7/27/2026 | 529 |
| 2064 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $1.8B | Q2 2026 | 8/4/2026 | 203 |
| 2065 | Soltis Investment Advisors LLC | $1.8B | Q2 2026 | 7/31/2026 | 648 |
| 2066 | 1900 WEALTH MANAGEMENT LLC | $1.8B | Q2 2026 | 8/4/2026 | 312 |
| 2067 | Willis Johnson & Associates, Inc. | $1.8B | Q2 2026 | 8/13/2026 | 102 |
| 2068 | Charles Schwab Trust Co | $1.79B | Q2 2026 | 7/10/2026 | 171 |
| 2069 | Espalier Global Management LLC | $1.79B | Q1 2014 | 5/15/2014 | 99 |
| 2070 | Empire Life Investments Inc. | $1.79B | Q2 2026 | 7/24/2026 | 113 |
| 2071 | Avestar Capital, LLC | $1.79B | Q2 2026 | 7/29/2026 | 544 |
| 2072 | FRANKLIN STREET ADVISORS INC /NC | $1.79B | Q2 2026 | 7/9/2026 | 176 |
| 2073 | First American Bank | $1.79B | Q2 2026 | 7/15/2026 | 205 |
| 2074 | McAdams Wright Ragen, Inc. | $1.79B | Q2 2014 | 8/8/2014 | 397 |
| 2075 | OAK ASSOCIATES LTD /OH/ | $1.79B | Q2 2026 | 8/14/2026 | 139 |
| 2076 | AlphaQuest LLC | $1.79B | Q4 2025 | 2/9/2026 | 2,245 |
| 2077 | Catalyst Funds Management Pty Ltd | $1.78B | Q2 2026 | 8/10/2026 | 643 |
| 2078 | BARR E S & CO | $1.78B | Q2 2026 | 8/13/2026 | 112 |
| 2079 | Capital Impact Advisors, LLC | $1.78B | Q2 2026 | 8/7/2026 | 29 |
| 2080 | MERIAN GLOBAL INVESTORS (UK) Ltd | $1.78B | Q2 2014 | 7/28/2014 | 327 |
| 2081 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.78B | Q2 2026 | 8/14/2026 | 384 |
| 2082 | Black Creek Investment Management Inc. | $1.78B | Q2 2026 | 8/12/2026 | 27 |
| 2083 | Waterloo Capital, L.P. | $1.78B | Q2 2026 | 7/29/2026 | 560 |
| 2084 | Nicholas Investment Partners, LP | $1.78B | Q2 2026 | 8/14/2026 | 204 |
| 2085 | Financiere des Professionnels - Fonds d'investissement inc. | $1.77B | Q2 2026 | 8/5/2026 | 344 |
| 2086 | Covalis Capital LLP | $1.77B | Q2 2026 | 8/13/2026 | 101 |
| 2087 | Indivisible Partners | $1.77B | Q2 2026 | 8/4/2026 | 638 |
| 2088 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $1.77B | Q2 2026 | 7/16/2026 | 26 |
| 2089 | OAK RIDGE INVESTMENTS LLC | $1.77B | Q2 2026 | 7/21/2026 | 170 |
| 2090 | PARK PRESIDIO CAPITAL LLC | $1.77B | Q2 2026 | 8/14/2026 | 14 |
| 2091 | DEARBORN PARTNERS LLC | $1.77B | Q2 2026 | 8/14/2026 | 285 |
| 2092 | Frank, Rimerman Advisors LLC | $1.77B | Q2 2026 | 7/27/2026 | 612 |
| 2093 | Cardinal Point Capital Management ULC | $1.77B | Q2 2026 | 7/14/2026 | 294 |
| 2094 | Atairos Group, Inc. | $1.76B | Q2 2026 | 8/14/2026 | 5 |
| 2095 | Rheos Capital Works Inc. | $1.75B | Q2 2026 | 8/7/2026 | 82 |
| 2096 | FIFTH THIRD SECURITIES, INC. | $1.75B | Q2 2026 | 7/15/2026 | 360 |
| 2097 | Simmons Bank | $1.75B | Q2 2026 | 7/31/2026 | 369 |
| 2098 | Kryger Capital LLC | $1.75B | Q2 2026 | 8/14/2026 | 109 |
| 2099 | Liberty 77 Capital L.P. | $1.75B | Q2 2026 | 8/14/2026 | 3 |
| 2100 | Plato Investment Management Ltd | $1.75B | Q2 2026 | 8/6/2026 | 503 |
| 2101 | Clarius Group, LLC | $1.75B | Q4 2025 | 1/14/2026 | 384 |
| 2102 | Kepler Cheuvreux (Suisse) SA | $1.75B | Q2 2026 | 7/15/2026 | 162 |
| 2103 | MOGY JOEL R INVESTMENT COUNSEL INC | $1.75B | Q2 2026 | 7/13/2026 | 121 |
| 2104 | Aventail Capital Group, LP | $1.74B | Q2 2026 | 8/14/2026 | 155 |
| 2105 | Forward Management, LLC | $1.74B | Q1 2014 | 5/8/2014 | 343 |
| 2106 | PBCay One RSC Ltd | $1.74B | Q2 2026 | 7/27/2026 | 19 |
| 2107 | Sather Financial Group Inc | $1.74B | Q2 2026 | 7/30/2026 | 121 |
| 2108 | SHUFRO ROSE & CO LLC | $1.74B | Q2 2026 | 8/12/2026 | 315 |
| 2109 | Goehring & Rozencwajg Associates, LLC | $1.74B | Q2 2026 | 8/5/2026 | 41 |
| 2110 | AMI ASSET MANAGEMENT CORP | $1.74B | Q2 2026 | 7/21/2026 | 99 |
| 2111 | Global X Management CO LLC | $1.74B | Q2 2014 | 7/31/2014 | 533 |
| 2112 | FIDELIS CAPITAL PARTNERS, LLC | $1.74B | Q2 2026 | 8/13/2026 | 538 |
| 2113 | GC Wealth Management RIA, LLC | $1.73B | Q2 2026 | 7/16/2026 | 483 |
| 2114 | LEE DANNER & BASS INC | $1.73B | Q2 2026 | 7/21/2026 | 250 |
| 2115 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.73B | Q2 2026 | 7/29/2026 | 401 |
| 2116 | S&CO INC | $1.73B | Q2 2026 | 8/6/2026 | 222 |
| 2117 | VALLEY WEALTH MANAGERS, INC. | $1.73B | Q2 2026 | 8/4/2026 | 345 |
| 2118 | True Link Financial Advisors, LLC | $1.73B | Q2 2026 | 7/31/2026 | 104 |
| 2119 | PDS Planning, Inc | $1.73B | Q2 2026 | 8/5/2026 | 609 |
| 2120 | MID CONTINENT CAPITAL LLC/IL | $1.73B | Q2 2014 | 7/25/2014 | 311 |
| 2121 | ALBION FINANCIAL GROUP /UT | $1.73B | Q2 2026 | 7/22/2026 | 652 |
| 2122 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.72B | Q2 2026 | 7/15/2026 | 240 |
| 2123 | HOWE & RUSLING INC | $1.72B | Q2 2026 | 8/10/2026 | 479 |
| 2124 | SSI INVESTMENT MANAGEMENT LLC | $1.72B | Q2 2026 | 8/10/2026 | 248 |
| 2125 | Novo Holdings A/S | $1.72B | Q2 2026 | 8/14/2026 | 25 |
| 2126 | Morningstar Investment Services LLC | $1.72B | Q2 2014 | 8/7/2014 | 204 |
| 2127 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.72B | Q2 2026 | 8/11/2026 | 324 |
| 2128 | GOLDENTREE ASSET MANAGEMENT LP | $1.72B | Q2 2026 | 8/14/2026 | 31 |
| 2129 | FUKOKU MUTUAL LIFE INSURANCE CO | $1.72B | Q2 2026 | 7/24/2026 | 256 |
| 2130 | First Trust Capital Management L.P. | $1.72B | Q2 2026 | 8/13/2026 | 161 |
| 2131 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1.71B | Q2 2026 | 8/13/2026 | 185 |
| 2132 | Cadence Bank | $1.71B | Q4 2025 | 1/30/2026 | 333 |
| 2133 | L1 Capital International Pty Ltd | $1.71B | Q2 2026 | 8/13/2026 | 21 |
| 2134 | Sienna Gestion | $1.71B | Q2 2026 | 8/13/2026 | 179 |
| 2135 | Ardmore Road Asset Management LP | $1.7B | Q2 2026 | 8/14/2026 | 70 |
| 2136 | Amanah Holdings Trust | $1.7B | Q2 2026 | 7/17/2026 | 20 |
| 2137 | QVT Financial LP | $1.7B | Q2 2026 | 8/14/2026 | 81 |
| 2138 | Raymond James Financial Services Advisors, Inc. | $1.7B | Q1 2014 | 5/8/2014 | 519 |
| 2139 | Gillson Capital LP | $1.7B | Q2 2026 | 8/14/2026 | 82 |
| 2140 | Triad Wealth Partners, LLC | $1.7B | Q2 2026 | 8/10/2026 | 558 |
| 2141 | FULTON BREAKEFIELD BROENNIMAN LLC | $1.7B | Q2 2026 | 8/3/2026 | 208 |
| 2142 | Galaxy Digital Inc. | $1.7B | Q2 2026 | 8/14/2026 | 72 |
| 2143 | Keel Point, LLC | $1.69B | Q2 2026 | 8/14/2026 | 514 |
| 2144 | TIAA TRUST, NATIONAL ASSOCIATION | $1.69B | Q2 2026 | 8/10/2026 | 347 |
| 2145 | GENERAL AMERICAN INVESTORS CO INC | $1.69B | Q2 2026 | 7/31/2026 | 73 |
| 2146 | BROWNING WEST LP | $1.69B | Q2 2026 | 8/14/2026 | 6 |
| 2147 | Cornerstone Wealth Group, LLC | $1.69B | Q2 2026 | 7/27/2026 | 504 |
| 2148 | Boston Common Asset Management, LLC | $1.69B | Q2 2026 | 7/21/2026 | 186 |
| 2149 | Keystone Financial Group | $1.69B | Q2 2026 | 7/29/2026 | 567 |
| 2150 | BlueCrest Capital Management LLP | $1.69B | Q1 2014 | 5/15/2014 | 459 |
| 2151 | Maple Capital Management, Inc. | $1.68B | Q2 2026 | 8/13/2026 | 130 |
| 2152 | Anson Funds Management LP | $1.68B | Q2 2026 | 8/13/2026 | 173 |
| 2153 | Theleme Partners LLP | $1.68B | Q2 2026 | 8/13/2026 | 9 |
| 2154 | Bain Capital Life Sciences Investors, LLC | $1.68B | Q2 2026 | 8/14/2026 | 21 |
| 2155 | Jaffetilchin Investment Partners, LLC | $1.68B | Q1 2026 | 5/13/2026 | 461 |
| 2156 | Pinnacle Wealth Management Advisory Group, LLC | $1.68B | Q2 2026 | 8/5/2026 | 572 |
| 2157 | Commodore Capital LP | $1.68B | Q2 2026 | 8/14/2026 | 33 |
| 2158 | TRUSTMARK BANK TRUST DEPARTMENT | $1.68B | Q2 2026 | 8/12/2026 | 278 |
| 2159 | Spear Holdings RSC Ltd | $1.68B | Q2 2026 | 7/27/2026 | 18 |
| 2160 | Clearline Capital LP | $1.68B | Q2 2026 | 8/14/2026 | 102 |
| 2161 | Invenomic Capital Management LP | $1.67B | Q2 2026 | 8/14/2026 | 116 |
| 2162 | Heck Capital Advisors, LLC | $1.67B | Q2 2026 | 7/10/2026 | 214 |
| 2163 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.67B | Q2 2026 | 7/22/2026 | 2,359 |
| 2164 | AEW CAPITAL MANAGEMENT L P | $1.67B | Q2 2026 | 8/4/2026 | 39 |
| 2165 | China Universal Asset Management Co., Ltd. | $1.67B | Q2 2026 | 7/24/2026 | 513 |
| 2166 | People's United Financial, Inc. | $1.67B | Q1 2014 | 5/14/2014 | 796 |
| 2167 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.67B | Q2 2026 | 7/31/2026 | 1,629 |
| 2168 | DigitalBridge Group, Inc. | $1.67B | Q2 2026 | 8/14/2026 | 61 |
| 2169 | Kentucky Retirement Systems Insurance Trust Fund | $1.67B | Q2 2026 | 8/14/2026 | 495 |
| 2170 | Global Alpha Capital Management Ltd. | $1.67B | Q2 2026 | 8/12/2026 | 48 |
| 2171 | Gateway Wealth Partners, LLC | $1.67B | Q2 2026 | 8/4/2026 | 751 |
| 2172 | Angeles Investment Advisors, LLC | $1.66B | Q2 2026 | 7/22/2026 | 31 |
| 2173 | No Street GP LP | $1.66B | Q2 2026 | 8/14/2026 | 32 |
| 2174 | HealthCor Management, L.P. | $1.66B | Q1 2014 | 5/15/2014 | 57 |
| 2175 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.66B | Q2 2026 | 7/31/2026 | 80 |
| 2176 | Icon Wealth Advisors, LLC | $1.66B | Q2 2026 | 8/5/2026 | 420 |
| 2177 | SFMG, LLC | $1.66B | Q2 2026 | 8/13/2026 | 344 |
| 2178 | Coronation Asset Management (Pty) Ltd. | $1.66B | Q2 2014 | 7/22/2014 | 45 |
| 2179 | FIRST AMERICAN TRUST, FSB | $1.66B | Q2 2026 | 8/10/2026 | 307 |
| 2180 | COMPASS CAPITAL MANAGEMENT, INC | $1.66B | Q2 2026 | 8/6/2026 | 91 |
| 2181 | CAHABA WEALTH MANAGEMENT, INC. | $1.66B | Q2 2026 | 7/31/2026 | 158 |
| 2182 | Pine Ridge Advisers LLC | $1.66B | Q2 2026 | 8/14/2026 | 42 |
| 2183 | Ally Invest Advisors Inc. | $1.66B | Q2 2026 | 8/13/2026 | 75 |
| 2184 | Cohalo Advisory LLC | $1.65B | Q2 2026 | 7/24/2026 | 14 |
| 2185 | Strategic Investment Advisors / MI | $1.65B | Q2 2026 | 8/14/2026 | 398 |
| 2186 | Beacon Capital Management, Inc. | $1.65B | Q2 2026 | 8/13/2026 | 133 |
| 2187 | AMERICAN NATIONAL INSURANCE CO | $1.65B | Q2 2014 | 8/6/2014 | 356 |
| 2188 | MARKSTON INTERNATIONAL LLC | $1.65B | Q2 2014 | 7/29/2014 | 214 |
| 2189 | American Assets Investment Management, LLC | $1.65B | Q2 2026 | 8/5/2026 | 146 |
| 2190 | Gladius Capital Management LP | $1.65B | Q2 2026 | 7/29/2026 | 29 |
| 2191 | SHAPIRO CAPITAL MANAGEMENT LLC | $1.65B | Q2 2026 | 8/6/2026 | 50 |
| 2192 | Oriental Harbor Investment Master Fund | $1.65B | Q2 2026 | 8/10/2026 | 13 |
| 2193 | GILEAD SCIENCES, INC. | $1.65B | Q2 2026 | 8/3/2026 | 5 |
| 2194 | MFF Capital Investments Ltd | $1.65B | Q2 2026 | 8/11/2026 | 19 |
| 2195 | BOSTON FAMILY OFFICE LLC | $1.65B | Q2 2026 | 8/12/2026 | 315 |
| 2196 | BTC Capital Management, Inc. | $1.65B | Q2 2026 | 7/16/2026 | 207 |
| 2197 | SILVER OAK SECURITIES, INCORPORATED | $1.65B | Q2 2026 | 8/7/2026 | 830 |
| 2198 | NICHOLS & PRATT ADVISERS LLP /MA | $1.65B | Q2 2026 | 8/5/2026 | 109 |
| 2199 | Aureus Asset Management, LLC | $1.65B | Q2 2026 | 8/14/2026 | 239 |
| 2200 | First Light Asset Management, LLC | $1.65B | Q2 2026 | 8/14/2026 | 31 |