Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2001 | Empire Life Investments Inc. | $1.65B | Q1 2026 | 5/11/2026 | 110 |
| 2002 | TIAA TRUST, NATIONAL ASSOCIATION | $1.65B | Q1 2026 | 5/12/2026 | 390 |
| 2003 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.65B | Q1 2026 | 4/13/2026 | 2,162 |
| 2004 | Greenspring Advisors, LLC | $1.64B | Q1 2026 | 5/4/2026 | 318 |
| 2005 | PRAXIS INVESTMENT MANAGEMENT INC | $1.64B | Q1 2026 | 4/28/2026 | 789 |
| 2006 | LBMC INVESTMENT ADVISORS, LLC | $1.64B | Q1 2026 | 5/14/2026 | 230 |
| 2007 | ADELL HARRIMAN & CARPENTER INC | $1.64B | Q1 2026 | 5/4/2026 | 163 |
| 2008 | UNC Management Company, Inc. | $1.64B | Q1 2026 | 5/15/2026 | 5 |
| 2009 | 140 Summer Partners LP | $1.64B | Q1 2026 | 5/14/2026 | 25 |
| 2010 | Milestone Resources Group Ltd | $1.64B | Q1 2026 | 5/7/2026 | 9 |
| 2011 | Gruss Capital Management LP | $1.63B | Q1 2014 | 5/15/2014 | 72 |
| 2012 | Troluce Capital Advisors LLC | $1.63B | Q1 2026 | 5/15/2026 | 70 |
| 2013 | Cardinal Point Capital Management ULC | $1.63B | Q1 2026 | 4/20/2026 | 286 |
| 2014 | Monarch Alternative Capital LP | $1.63B | Q1 2026 | 5/15/2026 | 9 |
| 2015 | Philosophy Capital Management LLC | $1.63B | Q1 2026 | 5/15/2026 | 43 |
| 2016 | CAXTON ASSOCIATES LP | $1.63B | Q1 2014 | 5/15/2014 | 164 |
| 2017 | AE INDUSTRIAL PARTNERS, LP | $1.63B | Q1 2026 | 5/14/2026 | 4 |
| 2018 | FRANKLIN STREET ADVISORS INC /NC | $1.63B | Q1 2026 | 4/10/2026 | 172 |
| 2019 | Stratos Wealth Advisors, LLC | $1.63B | Q1 2026 | 4/28/2026 | 609 |
| 2020 | SRB CORP | $1.63B | Q1 2026 | 5/14/2026 | 23 |
| 2021 | Sather Financial Group Inc | $1.63B | Q1 2026 | 4/29/2026 | 109 |
| 2022 | Granite Investment Partners, LLC | $1.63B | Q1 2026 | 4/30/2026 | 263 |
| 2023 | Legacy Private Trust Co. | $1.63B | Q1 2026 | 4/7/2026 | 262 |
| 2024 | Covalis Capital LLP | $1.63B | Q1 2026 | 5/15/2026 | 123 |
| 2025 | Pine Ridge Advisers LLC | $1.62B | Q1 2026 | 5/15/2026 | 41 |
| 2026 | Kathmere Capital Management, LLC | $1.62B | Q1 2026 | 4/28/2026 | 623 |
| 2027 | CQS Cayman LP | $1.62B | Q2 2014 | 8/11/2014 | 123 |
| 2028 | WOODMONT INVESTMENT COUNSEL LLC | $1.62B | Q1 2026 | 5/5/2026 | 263 |
| 2029 | INVICTUS PRIVATE WEALTH, LLC | $1.62B | Q1 2026 | 5/13/2026 | 85 |
| 2030 | Kynam Capital Management, LP | $1.62B | Q1 2026 | 5/15/2026 | 39 |
| 2031 | HSG Holding Ltd | $1.62B | Q1 2026 | 5/15/2026 | 20 |
| 2032 | True Link Financial Advisors, LLC | $1.62B | Q1 2026 | 4/29/2026 | 418 |
| 2033 | BROWNING WEST LP | $1.62B | Q1 2026 | 5/15/2026 | 5 |
| 2034 | ATHERTON LANE ADVISERS, LLC | $1.62B | Q1 2014 | 5/15/2014 | 161 |
| 2035 | Morningstar Investment Management LLC | $1.62B | Q1 2026 | 5/14/2026 | 315 |
| 2036 | BBT Capital Management, LLC | $1.61B | Q2 2014 | 8/8/2014 | 210 |
| 2037 | Thomasville National Bank | $1.61B | Q4 2025 | 1/26/2026 | 235 |
| 2038 | Parcion Private Wealth LLC | $1.61B | Q1 2026 | 4/22/2026 | 435 |
| 2039 | S&CO INC | $1.61B | Q1 2026 | 5/7/2026 | 218 |
| 2040 | Aristotle Capital Boston, LLC | $1.61B | Q1 2026 | 5/15/2026 | 122 |
| 2041 | GSA CAPITAL PARTNERS LLP | $1.61B | Q1 2026 | 5/8/2026 | 1,664 |
| 2042 | JVL Advisors, L.L.C. | $1.61B | Q2 2014 | 8/11/2014 | 22 |
| 2043 | THB ASSET MANAGEMENT | $1.61B | Q2 2014 | 7/9/2014 | 228 |
| 2044 | JANA Partners Management, LP | $1.61B | Q1 2026 | 5/15/2026 | 10 |
| 2045 | Roundview Capital LLC | $1.61B | Q1 2026 | 5/8/2026 | 340 |
| 2046 | Koshinski Asset Management, Inc. | $1.6B | Q1 2026 | 4/27/2026 | 727 |
| 2047 | SHAPIRO CAPITAL MANAGEMENT LLC | $1.6B | Q1 2026 | 5/15/2026 | 50 |
| 2048 | APEX CAPITAL, LLC | $1.6B | Q2 2014 | 8/7/2014 | 67 |
| 2049 | ALPINE ASSOCIATES ADVISORS | $1.6B | Q1 2014 | 5/9/2014 | 76 |
| 2050 | MOGY JOEL R INVESTMENT COUNSEL INC | $1.6B | Q1 2026 | 4/15/2026 | 114 |
| 2051 | First American Bank | $1.59B | Q1 2026 | 4/20/2026 | 188 |
| 2052 | LEE DANNER & BASS INC | $1.59B | Q1 2026 | 4/28/2026 | 246 |
| 2053 | Janney Capital Management LLC | $1.59B | Q4 2025 | 2/11/2026 | 253 |
| 2054 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.59B | Q1 2026 | 5/15/2026 | 611 |
| 2055 | Vanguard National Trust Co | $1.59B | Q1 2026 | 5/8/2026 | 751 |
| 2056 | Soltis Investment Advisors LLC | $1.59B | Q1 2026 | 4/27/2026 | 580 |
| 2057 | Nishkama Capital, LLC | $1.58B | Q1 2026 | 5/15/2026 | 52 |
| 2058 | DigitalBridge Group, Inc. | $1.58B | Q1 2026 | 5/14/2026 | 64 |
| 2059 | Sunbelt Securities, Inc. | $1.58B | Q1 2026 | 5/15/2026 | 2,954 |
| 2060 | LAKEWOOD CAPITAL MANAGEMENT, LP | $1.58B | Q1 2026 | 5/15/2026 | 69 |
| 2061 | B. Riley Wealth Advisors, Inc. | $1.58B | Q1 2026 | 4/24/2026 | 898 |
| 2062 | Bluefin Trading, LLC | $1.58B | Q1 2014 | 5/15/2014 | 462 |
| 2063 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.58B | Q1 2026 | 5/12/2026 | 703 |
| 2064 | RONALD BLUE & CO LLC | $1.57B | Q2 2014 | 8/6/2014 | 342 |
| 2065 | Baring International Investment Ltd | $1.57B | Q2 2014 | 7/21/2014 | 135 |
| 2066 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.57B | Q1 2026 | 5/14/2026 | 323 |
| 2067 | Alaska Permanent Fund Corp | $1.57B | Q1 2026 | 5/19/2026 | 7 |
| 2068 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $1.57B | Q1 2026 | 4/8/2026 | 26 |
| 2069 | BHF Kleinwort Benson Group S.A. | $1.57B | Q4 2013 | 4/30/2014 | 285 |
| 2070 | GAM Holding AG | $1.57B | Q4 2025 | 2/17/2026 | 288 |
| 2071 | AMI ASSET MANAGEMENT CORP | $1.57B | Q1 2026 | 4/23/2026 | 96 |
| 2072 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.57B | Q1 2026 | 4/14/2026 | 236 |
| 2073 | Governors Lane LP | $1.56B | Q1 2026 | 5/15/2026 | 190 |
| 2074 | SOUTH TEXAS MONEY MANAGEMENT LTD | $1.56B | Q2 2014 | 7/31/2014 | 173 |
| 2075 | IMPAX ASSET MANAGEMENT LLC | $1.56B | Q1 2014 | 5/14/2014 | 194 |
| 2076 | CLIFTON PARK CAPITAL MANAGEMENT, LLC | $1.56B | Q2 2014 | 8/6/2014 | 21 |
| 2077 | FERNBRIDGE CAPITAL MANAGEMENT LP | $1.56B | Q1 2026 | 5/15/2026 | 17 |
| 2078 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.56B | Q1 2026 | 4/16/2026 | 435 |
| 2079 | Cornerstone Wealth Group, LLC | $1.56B | Q1 2026 | 4/22/2026 | 447 |
| 2080 | 1900 WEALTH MANAGEMENT LLC | $1.56B | Q1 2026 | 4/17/2026 | 253 |
| 2081 | Avestar Capital, LLC | $1.56B | Q1 2026 | 5/13/2026 | 509 |
| 2082 | TRUSTMARK BANK TRUST DEPARTMENT | $1.56B | Q1 2026 | 5/14/2026 | 271 |
| 2083 | VALLEY WEALTH MANAGERS, INC. | $1.55B | Q1 2026 | 5/6/2026 | 316 |
| 2084 | Boston Common Asset Management, LLC | $1.55B | Q1 2026 | 5/7/2026 | 186 |
| 2085 | MUFG SECURITIES AMERICAS INC. | $1.55B | Q1 2026 | 5/11/2026 | 504 |
| 2086 | Bristol Gate Capital Partners Inc. | $1.55B | Q1 2026 | 5/12/2026 | 31 |
| 2087 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.55B | Q1 2026 | 5/8/2026 | 1,529 |
| 2088 | ALBION FINANCIAL GROUP /UT | $1.55B | Q1 2026 | 4/27/2026 | 737 |
| 2089 | NICHOLS & PRATT ADVISERS LLP /MA | $1.55B | Q1 2026 | 4/29/2026 | 105 |
| 2090 | FAS Wealth Partners, Inc. | $1.55B | Q4 2025 | 2/18/2026 | 513 |
| 2091 | Origin Asset Management LLP | $1.55B | Q2 2014 | 8/6/2014 | 103 |
| 2092 | Plante Moran Financial Advisors, LLC | $1.55B | Q1 2026 | 5/5/2026 | 718 |
| 2093 | FIFTH THIRD SECURITIES, INC. | $1.55B | Q1 2026 | 4/15/2026 | 341 |
| 2094 | Charles Schwab Trust Co | $1.54B | Q1 2026 | 4/10/2026 | 165 |
| 2095 | Icon Wealth Advisors, LLC | $1.54B | Q1 2026 | 5/12/2026 | 389 |
| 2096 | SAGE FINANCIAL GROUP INC | $1.54B | Q1 2026 | 5/7/2026 | 107 |
| 2097 | Clean Energy Transition LLP | $1.54B | Q1 2026 | 5/15/2026 | 15 |
| 2098 | LASRY MARC | $1.54B | Q1 2014 | 8/4/2014 | 33 |
| 2099 | Great Hill Capital LLC | $1.54B | Q1 2026 | 4/29/2026 | 47 |
| 2100 | Irenic Capital Management LP | $1.54B | Q1 2026 | 5/18/2026 | 47 |
| 2101 | Vanguard Global Advisers, LLC | $1.54B | Q1 2026 | 5/15/2026 | 67 |
| 2102 | Cinctive Capital Management LP | $1.53B | Q1 2026 | 5/15/2026 | 353 |
| 2103 | Meridiem Capital Partners LP | $1.53B | Q1 2026 | 5/15/2026 | 64 |
| 2104 | FJ Investments, LLC | $1.53B | Q1 2026 | 5/13/2026 | 5 |
| 2105 | FULTON BREAKEFIELD BROENNIMAN LLC | $1.53B | Q1 2026 | 4/27/2026 | 200 |
| 2106 | Sienna Gestion | $1.53B | Q1 2026 | 5/15/2026 | 136 |
| 2107 | HOWE & RUSLING INC | $1.53B | Q1 2026 | 4/28/2026 | 477 |
| 2108 | NorthCoast Asset Management LLC | $1.53B | Q1 2014 | 5/13/2014 | 169 |
| 2109 | Cryder Capital Partners LLP | $1.53B | Q1 2026 | 5/6/2026 | 10 |
| 2110 | Waverton Investment Management Ltd | $1.53B | Q2 2014 | 7/28/2014 | 96 |
| 2111 | FUKOKU MUTUAL LIFE INSURANCE CO | $1.53B | Q1 2026 | 4/28/2026 | 235 |
| 2112 | Atlas FRM LLC | $1.53B | Q1 2026 | 5/14/2026 | 23 |
| 2113 | NBT BANK N A /NY | $1.53B | Q1 2026 | 4/28/2026 | 1,283 |
| 2114 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $1.53B | Q1 2026 | 5/6/2026 | 55 |
| 2115 | Frank, Rimerman Advisors LLC | $1.53B | Q1 2026 | 4/29/2026 | 590 |
| 2116 | CERTUITY, LLC | $1.52B | Q1 2026 | 5/11/2026 | 659 |
| 2117 | Dai-ichi Life International Holdings LLC | $1.52B | Q1 2026 | 5/14/2026 | 5 |
| 2118 | Private Advisory Group LLC | $1.52B | Q1 2026 | 5/8/2026 | 275 |
| 2119 | Asset Dedication, LLC | $1.52B | Q4 2025 | 1/26/2026 | 1,126 |
| 2120 | GENERAL AMERICAN INVESTORS CO INC | $1.52B | Q1 2026 | 5/1/2026 | 69 |
| 2121 | Azora Capital LP | $1.52B | Q1 2026 | 5/15/2026 | 45 |
| 2122 | Knighthead Capital Management, LLC | $1.52B | Q1 2026 | 5/15/2026 | 5 |
| 2123 | MFF Capital Investments Ltd | $1.52B | Q1 2026 | 5/4/2026 | 19 |
| 2124 | Ardmore Road Asset Management LP | $1.52B | Q1 2026 | 5/15/2026 | 64 |
| 2125 | SVB WEALTH LLC | $1.52B | Q1 2026 | 4/17/2026 | 383 |
| 2126 | ARES MANAGEMENT LLC | $1.52B | Q1 2026 | 5/15/2026 | 37 |
| 2127 | PDS Planning, Inc | $1.52B | Q1 2026 | 4/21/2026 | 561 |
| 2128 | FAIRHOLME CAPITAL MANAGEMENT LLC | $1.51B | Q1 2026 | 5/15/2026 | 10 |
| 2129 | BLUESTEIN R H & CO LLC | $1.51B | Q1 2014 | 5/13/2014 | 353 |
| 2130 | OAK RIDGE INVESTMENTS LLC | $1.51B | Q1 2026 | 4/30/2026 | 181 |
| 2131 | Teton Advisors, Inc. | $1.51B | Q2 2014 | 8/6/2014 | 529 |
| 2132 | Redmile Group, LLC | $1.51B | Q1 2026 | 5/15/2026 | 35 |
| 2133 | FIDUCIARY MANAGEMENT ASSOCIATES LLC | $1.51B | Q2 2014 | 7/31/2014 | 121 |
| 2134 | MERITAGE PORTFOLIO MANAGEMENT | $1.51B | Q4 2025 | 1/27/2026 | 322 |
| 2135 | Howard Capital Management Group, LLC | $1.51B | Q1 2026 | 4/15/2026 | 144 |
| 2136 | F/m Investments LLC | $1.51B | Q1 2026 | 5/11/2026 | 333 |
| 2137 | Bronson Point Management LLC | $1.51B | Q1 2014 | 5/14/2014 | 63 |
| 2138 | SG Capital Management LLC | $1.51B | Q1 2026 | 5/8/2026 | 88 |
| 2139 | Kepler Cheuvreux (Suisse) SA | $1.5B | Q1 2026 | 4/28/2026 | 171 |
| 2140 | BOSTON FAMILY OFFICE LLC | $1.5B | Q1 2026 | 5/13/2026 | 311 |
| 2141 | Caligan Partners LP | $1.5B | Q1 2026 | 5/15/2026 | 28 |
| 2142 | Johnson Financial Group, LLC | $1.5B | Q1 2026 | 5/14/2026 | 185 |
| 2143 | Aureus Asset Management, LLC | $1.5B | Q1 2026 | 5/13/2026 | 225 |
| 2144 | Theleme Partners LLP | $1.5B | Q1 2026 | 5/14/2026 | 9 |
| 2145 | Chieftain Capital Management, Inc. | $1.5B | Q1 2014 | 5/15/2014 | 10 |
| 2146 | Sleep, Zakaria & CO Ltd. | $1.5B | Q1 2014 | 5/14/2014 | 5 |
| 2147 | No Street GP LP | $1.5B | Q1 2026 | 5/15/2026 | 32 |
| 2148 | Rheos Capital Works Inc. | $1.5B | Q1 2026 | 5/8/2026 | 73 |
| 2149 | DECADE CAPITAL MANAGEMENT LLC | $1.5B | Q1 2014 | 5/15/2014 | 195 |
| 2150 | SEVEN GRAND MANAGERS, LLC | $1.5B | Q1 2026 | 5/6/2026 | 168 |
| 2151 | EARNED WEALTH ADVISORS, LLC | $1.5B | Q1 2026 | 5/7/2026 | 468 |
| 2152 | NORRIS PERNE & FRENCH LLP/MI | $1.5B | Q1 2026 | 4/22/2026 | 139 |
| 2153 | Maple Capital Management, Inc. | $1.49B | Q1 2026 | 5/8/2026 | 119 |
| 2154 | Simmons Bank | $1.49B | Q1 2026 | 4/23/2026 | 343 |
| 2155 | Quintet Private Bank (Europe) S.A. | $1.49B | Q1 2026 | 4/22/2026 | 187 |
| 2156 | JET CAPITAL INVESTORS L P | $1.49B | Q1 2014 | 5/14/2014 | 40 |
| 2157 | ARMSTRONG ADVISORY GROUP, INC | $1.49B | Q1 2026 | 4/10/2026 | 958 |
| 2158 | RUSH ISLAND MANAGEMENT, LP | $1.49B | Q1 2026 | 5/15/2026 | 22 |
| 2159 | NEXPOINT ASSET MANAGEMENT, L.P. | $1.49B | Q1 2026 | 5/15/2026 | 83 |
| 2160 | TEMA ETFS LLC | $1.49B | Q1 2026 | 4/15/2026 | 574 |
| 2161 | UHLMANN PRICE SECURITIES, LLC | $1.49B | Q1 2026 | 4/16/2026 | 254 |
| 2162 | Calvert Investment Management, Inc. | $1.49B | Q2 2014 | 7/18/2014 | 358 |
| 2163 | Plato Investment Management Ltd | $1.49B | Q1 2026 | 5/4/2026 | 516 |
| 2164 | Lutz Financial Services LLC | $1.49B | Q1 2026 | 5/4/2026 | 100 |
| 2165 | Angeles Investment Advisors, LLC | $1.49B | Q1 2026 | 4/28/2026 | 31 |
| 2166 | FIRST AMERICAN TRUST, FSB | $1.49B | Q1 2026 | 5/12/2026 | 290 |
| 2167 | OAK ASSOCIATES LTD /OH/ | $1.49B | Q1 2026 | 5/14/2026 | 140 |
| 2168 | DC Funds, LP | $1.49B | Q1 2026 | 5/14/2026 | 3 |
| 2169 | Ally Invest Advisors Inc. | $1.49B | Q1 2026 | 5/12/2026 | 75 |
| 2170 | NICOLET ADVISORY SERVICES, LLC | $1.48B | Q4 2025 | 2/13/2026 | 421 |
| 2171 | Coho Partners, Ltd. | $1.48B | Q2 2014 | 7/28/2014 | 48 |
| 2172 | M Holdings Securities, Inc. | $1.48B | Q1 2026 | 5/12/2026 | 289 |
| 2173 | BTC Capital Management, Inc. | $1.48B | Q1 2026 | 4/20/2026 | 207 |
| 2174 | SFMG, LLC | $1.48B | Q1 2026 | 5/12/2026 | 327 |
| 2175 | American Assets Investment Management, LLC | $1.47B | Q1 2026 | 5/11/2026 | 146 |
| 2176 | CAHABA WEALTH MANAGEMENT, INC. | $1.47B | Q1 2026 | 4/29/2026 | 154 |
| 2177 | Beaird Harris Wealth Management, LLC | $1.47B | Q1 2026 | 5/14/2026 | 686 |
| 2178 | SHUFRO ROSE & CO LLC | $1.47B | Q1 2026 | 5/15/2026 | 307 |
| 2179 | Sound View Wealth Advisors Group, LLC | $1.47B | Q1 2026 | 5/6/2026 | 422 |
| 2180 | Kentucky Retirement Systems Insurance Trust Fund | $1.47B | Q1 2026 | 5/19/2026 | 492 |
| 2181 | Falcon Wealth Planning | $1.47B | Q1 2026 | 4/20/2026 | 236 |
| 2182 | Invesco Private Capital, Inc. | $1.47B | Q1 2014 | 5/15/2014 | 11 |
| 2183 | VERUS CAPITAL PARTNERS, LLC | $1.46B | Q1 2026 | 5/21/2026 | 469 |
| 2184 | Pinnacle Wealth Management Advisory Group, LLC | $1.46B | Q1 2026 | 4/21/2026 | 550 |
| 2185 | Adelante Capital Management LLC | $1.46B | Q1 2026 | 5/15/2026 | 42 |
| 2186 | Lynrock Lake LP | $1.46B | Q1 2026 | 5/15/2026 | 27 |
| 2187 | MCDONALD CAPITAL INVESTORS INC/CA | $1.46B | Q1 2026 | 5/4/2026 | 21 |
| 2188 | Keystone Financial Group | $1.46B | Q1 2026 | 5/13/2026 | 528 |
| 2189 | NEW AMSTERDAM PARTNERS LLC/NY | $1.46B | Q1 2014 | 5/14/2014 | 121 |
| 2190 | Merchants' Gate Capital LP | $1.46B | Q1 2014 | 5/15/2014 | 23 |
| 2191 | BOGLE INVESTMENT MANAGEMENT L P /DE/ | $1.46B | Q1 2014 | 5/14/2014 | 344 |
| 2192 | Trinity Street Asset Management LLP | $1.46B | Q1 2026 | 4/24/2026 | 22 |
| 2193 | HIGHLINE CAPITAL MANAGEMENT, L.P. | $1.46B | Q1 2014 | 5/15/2014 | 28 |
| 2194 | Signal Advisors Wealth, LLC | $1.46B | Q1 2026 | 4/17/2026 | 582 |
| 2195 | Liberty 77 Capital L.P. | $1.46B | Q1 2026 | 5/13/2026 | 3 |
| 2196 | Beaumont Financial Advisors, LLC | $1.46B | Q1 2026 | 5/5/2026 | 369 |
| 2197 | CFS Investment Advisory Services, LLC | $1.45B | Q1 2026 | 4/29/2026 | 353 |
| 2198 | Avalon Trust Co | $1.45B | Q1 2026 | 5/6/2026 | 460 |
| 2199 | Hikari Tsushin, Inc. | $1.45B | Q1 2026 | 5/13/2026 | 78 |
| 2200 | DDD Partners, LLC | $1.45B | Q1 2026 | 4/28/2026 | 135 |