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
2201 Baader Bank Aktiengesellschaft $1.45B Q4 2025 2/5/2026 436
2202 DC Funds, LP $1.45B Q4 2025 2/13/2026 3
2203 Pinnacle Wealth Management Advisory Group, LLC $1.45B Q4 2025 2/2/2026 528
2204 Beaird Harris Wealth Management, LLC $1.45B Q4 2025 2/23/2026 706
2205 KANAWHA CAPITAL MANAGEMENT LLC $1.45B Q4 2025 1/28/2026 221
2206 VESTOR CAPITAL, LLC $1.45B Q4 2025 2/11/2026 266
2207 PHILADELPHIA TRUST CO $1.45B Q4 2025 2/12/2026 258
2208 Pennsylvania Trust Co $1.45B Q2 2014 7/8/2014 355
2209 IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1.45B Q4 2025 2/12/2026 296
2210 BRINKER CAPITAL INC $1.45B Q2 2014 8/8/2014 137
2211 Ally Invest Advisors Inc. $1.45B Q4 2025 2/13/2026 76
2212 American Assets Investment Management, LLC $1.45B Q4 2025 2/3/2026 145
2213 YHB Investment Advisors, Inc. $1.45B Q4 2025 1/16/2026 296
2214 PAYDEN & RYGEL $1.45B Q4 2025 2/6/2026 115
2215 Parametric Risk Advisors LLC $1.45B Q1 2014 5/12/2014 168
2216 Stonebridge Capital Advisors LLC $1.44B Q4 2025 2/12/2026 211
2217 NEXT CENTURY GROWTH INVESTORS LLC $1.44B Q4 2025 2/13/2026 121
2218 Bank of Finland $1.44B Q4 2025 1/15/2026 4
2219 CAHABA WEALTH MANAGEMENT, INC. $1.44B Q4 2025 1/7/2026 156
2220 NEXPOINT ASSET MANAGEMENT, L.P. $1.44B Q4 2025 2/17/2026 83
2221 SAB CAPITAL MANAGEMENT LP $1.43B Q1 2014 5/15/2014 14
2222 FAIRHOLME CAPITAL MANAGEMENT LLC $1.43B Q4 2025 2/17/2026 15
2223 BTC Capital Management, Inc. $1.43B Q4 2025 1/15/2026 207
2224 WASHINGTON TRUST BANK $1.43B Q4 2025 2/4/2026 197
2225 Smithwood Advisers, L.P. $1.43B Q1 2014 5/15/2014 39
2226 AVITY INVESTMENT MANAGEMENT INC. $1.43B Q4 2025 1/13/2026 107
2227 Proficio Capital Partners LLC $1.42B Q4 2025 2/12/2026 240
2228 Covalis Capital LLP $1.42B Q4 2025 2/17/2026 76
2229 HEITMAN REAL ESTATE SECURITIES LLC $1.42B Q4 2025 2/13/2026 54
2230 Dundas Partners LLP $1.42B Q4 2025 2/12/2026 49
2231 Generali Investments CEE, investicni spolecnost, a.s. $1.42B Q4 2025 1/14/2026 396
2232 Vollero Beach Capital Partners LLC $1.42B Q1 2014 5/15/2014 76
2233 JHL Capital Group LLC $1.42B Q1 2014 5/15/2014 26
2234 Capital Investment Advisory Services, LLC $1.41B Q4 2025 1/21/2026 1,164
2235 CIDEL ASSET MANAGEMENT INC $1.41B Q4 2025 1/21/2026 365
2236 Private Wealth Partners, LLC $1.41B Q4 2025 1/27/2026 171
2237 Baring Fintech Manager Holding Ltd $1.41B Q4 2025 2/13/2026 1
2238 TWINBEECH CAPITAL LP $1.41B Q4 2025 2/17/2026 562
2239 KMG FIDUCIARY PARTNERS, LLC $1.41B Q4 2025 1/14/2026 262
2240 Atalan Capital Partners, LP $1.41B Q4 2025 2/17/2026 11
2241 ProVise Management Group, LLC $1.4B Q4 2025 1/29/2026 257
2242 Sandhill Capital Partners LLC $1.4B Q4 2025 2/12/2026 104
2243 Contrarius Investment Management Ltd $1.4B Q1 2014 5/9/2014 32
2244 Hardy Reed LLC $1.4B Q4 2025 2/6/2026 239
2245 Prescott General Partners LLC $1.4B Q4 2025 2/17/2026 10
2246 ETRADE Capital Management LLC $1.4B Q1 2014 5/15/2014 830
2247 Lightspeed Management Company, L.L.C. $1.4B Q4 2025 2/17/2026 7
2248 M Holdings Securities, Inc. $1.4B Q4 2025 2/11/2026 296
2249 Applied Finance Capital Management, LLC $1.4B Q4 2025 2/5/2026 225
2250 LEE DANNER & BASS INC $1.4B Q4 2025 1/29/2026 234
2251 INSIGNEO ADVISORY SERVICES, LLC $1.39B Q4 2025 2/12/2026 759
2252 Cetera Advisor Networks LLC $1.39B Q1 2014 5/15/2014 775
2253 Tradition Wealth Management, LLC $1.39B Q4 2025 2/11/2026 497
2254 Main Management LLC $1.39B Q4 2025 2/10/2026 104
2255 Waterloo Capital, L.P. $1.39B Q4 2025 2/10/2026 456
2256 P/E Global LLC $1.39B Q4 2025 1/22/2026 5
2257 Quent Capital, LLC $1.39B Q4 2025 1/29/2026 1,569
2258 Mill Capital Management, LLC $1.39B Q4 2025 2/11/2026 129
2259 Knighthead Capital Management, LLC $1.39B Q4 2025 2/17/2026 6
2260 CADIAN CAPITAL MANAGEMENT, LP $1.38B Q4 2025 2/17/2026 26
2261 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI $1.38B Q4 2025 1/12/2026 154
2262 Triodos Investment Management BV $1.38B Q4 2025 2/10/2026 51
2263 AEW CAPITAL MANAGEMENT L P $1.38B Q4 2025 2/6/2026 37
2264 LYELL WEALTH MANAGEMENT, LP $1.38B Q4 2025 2/12/2026 213
2265 Moss Adams Wealth Advisors LLC $1.38B Q4 2025 1/26/2026 262
2266 Blue Chip Partners, LLC $1.38B Q4 2025 2/18/2026 169
2267 Leo Wealth, LLC $1.38B Q4 2025 1/21/2026 419
2268 NEVILLE RODIE & SHAW INC $1.38B Q1 2026 4/1/2026 245
2269 FIDELIS CAPITAL PARTNERS, LLC $1.38B Q4 2025 2/9/2026 492
2270 Narwhal Capital Management $1.38B Q4 2025 1/30/2026 163
2271 CORDA Investment Management, LLC. $1.37B Q4 2025 2/3/2026 82
2272 Delta Global Management LP $1.37B Q4 2025 2/18/2026 156
2273 Johns Hopkins University $1.37B Q4 2025 2/17/2026 14
2274 Nicholas Investment Partners, LP $1.37B Q4 2025 2/13/2026 205
2275 Galileo (PTC) Ltd $1.37B Q4 2025 2/17/2026 4
2276 Stone Ridge Holdings Group LP $1.37B Q4 2025 2/17/2026 14
2277 Opti Capital Management, LP $1.37B Q4 2025 2/17/2026 43
2278 BloombergSen Inc. $1.37B Q4 2025 2/6/2026 28
2279 CFS Investment Advisory Services, LLC $1.37B Q4 2025 2/10/2026 330
2280 Litman Gregory Wealth Management LLC $1.37B Q4 2025 2/12/2026 357
2281 CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.37B Q4 2025 1/26/2026 110
2282 LANSDOWNE PARTNERS (UK) LLP $1.36B Q4 2025 2/13/2026 24
2283 First Long Island Investors, LLC $1.36B Q4 2025 2/13/2026 74
2284 Stony Point Capital LLC $1.36B Q4 2025 2/17/2026 32
2285 AlphaStar Capital Management, LLC $1.36B Q4 2025 2/2/2026 246
2286 Van Hulzen Asset Management, LLC $1.36B Q4 2025 2/6/2026 338
2287 Teewinot Capital Advisers, L.L.C. $1.36B Q4 2025 2/17/2026 31
2288 ADAR1 Capital Management, LLC $1.36B Q4 2025 2/18/2026 270
2289 PRELUDE CAPITAL MANAGEMENT, LLC $1.36B Q4 2025 2/17/2026 1,260
2290 Redmile Group, LLC $1.36B Q4 2025 2/17/2026 34
2291 Paradigm Operations LP $1.36B Q4 2025 2/17/2026 3
2292 Andromeda Capital LLC $1.36B Q1 2014 5/15/2014 108
2293 Strategy Capital LLC $1.36B Q4 2025 2/13/2026 11
2294 STEELHEAD PARTNERS LLC $1.35B Q4 2025 2/13/2026 24
2295 Ethos Financial Group, LLC $1.35B Q4 2025 1/20/2026 532
2296 140 Summer Partners LP $1.35B Q4 2025 2/17/2026 22
2297 DLD Asset Management, LP $1.35B Q4 2025 2/13/2026 375
2298 Recurrent Investment Advisors LLC $1.35B Q4 2025 2/13/2026 71
2299 N.E.W. Advisory Services LLC $1.35B Q4 2025 1/28/2026 892
2300 Keystone Financial Group $1.35B Q4 2025 2/6/2026 454
2301 WBH ADVISORY INC $1.35B Q4 2025 1/26/2026 343
2302 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. $1.35B Q4 2025 1/23/2026 185
2303 Counterpoint Mutual Funds LLC $1.35B Q4 2025 2/12/2026 339
2304 Alua Capital Management LP $1.35B Q4 2025 2/17/2026 17
2305 Cohalo Advisory LLC $1.35B Q4 2025 1/20/2026 13
2306 ABRAMS BISON INVESTMENTS, LLC $1.35B Q4 2025 2/17/2026 10
2307 Austin Private Wealth, LLC $1.35B Q4 2025 1/20/2026 298
2308 Liberty 77 Capital L.P. $1.35B Q4 2025 2/13/2026 4
2309 Elequin Capital, LP $1.35B Q4 2025 2/17/2026 409
2310 Harvest Capital Strategies LLC $1.34B Q1 2014 5/13/2014 139
2311 Heck Capital Advisors, LLC $1.34B Q4 2025 1/16/2026 211
2312 Coastal Bridge Advisors, LLC $1.34B Q4 2025 2/18/2026 460
2313 Rockwood Wealth Management, LLC $1.34B Q4 2025 1/29/2026 119
2314 PPSC Investment Service Corp $1.34B Q4 2025 1/26/2026 8
2315 NAPLES GLOBAL ADVISORS, LLC $1.34B Q4 2025 2/4/2026 437
2316 WGI DM, LLC $1.34B Q4 2025 2/5/2026 6
2317 Parkside Financial Bank & Trust $1.34B Q4 2025 2/13/2026 2,681
2318 Insight Holdings Group, LLC $1.34B Q4 2025 2/17/2026 30
2319 Main Street Financial Solutions, LLC $1.34B Q4 2025 2/17/2026 560
2320 NOVARE CAPITAL MANAGEMENT LLC $1.33B Q4 2025 2/5/2026 195
2321 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1.33B Q4 2025 2/13/2026 87
2322 NBC SECURITIES, INC. $1.33B Q4 2025 1/29/2026 2,811
2323 Bouchey Financial Group Ltd $1.33B Q4 2025 1/16/2026 163
2324 VICUS CAPITAL $1.33B Q4 2025 1/22/2026 259
2325 Leith Wheeler Investment Counsel Ltd. $1.33B Q4 2025 2/12/2026 87
2326 First Allied Advisory Services, Inc. $1.33B Q1 2014 5/15/2014 1,002
2327 MARCO INVESTMENT MANAGEMENT LLC $1.33B Q4 2025 2/4/2026 228
2328 HARBOR INVESTMENT ADVISORY, LLC $1.33B Q4 2025 1/7/2026 1,229
2329 a16z Perennial Management, L.P. $1.33B Q4 2025 2/10/2026 156
2330 HoldCo Asset Management, LP $1.33B Q4 2025 2/12/2026 29
2331 Colonial Trust Advisors $1.33B Q4 2025 2/12/2026 713
2332 Baskin Financial Services Inc. $1.33B Q4 2025 1/27/2026 53
2333 Penobscot Investment Management Company, Inc. $1.33B Q4 2025 1/27/2026 315
2334 NAYA CAPITAL MANAGEMENT UK LTD $1.33B Q4 2025 2/18/2026 5
2335 Hilton Capital Management, LLC $1.33B Q4 2025 2/12/2026 167
2336 YCG, LLC $1.33B Q4 2025 2/11/2026 44
2337 Wealthquest Corp $1.32B Q4 2025 2/9/2026 148
2338 Boussard & Gavaudan Investment Management LLP $1.32B Q4 2025 2/12/2026 97
2339 SMITH, MOORE & CO. $1.32B Q4 2025 1/23/2026 526
2340 NIXON PEABODY TRUST CO $1.32B Q4 2025 2/6/2026 160
2341 Alaska Permanent Capital Management, LLC $1.32B Q4 2025 2/13/2026 41
2342 Fusion Family Wealth, LLC $1.32B Q4 2025 2/4/2026 46
2343 First Heartland Consultants, Inc. $1.32B Q4 2025 1/9/2026 533
2344 Ardmore Road Asset Management LP $1.32B Q4 2025 2/17/2026 74
2345 Arnhold LLC $1.32B Q4 2025 2/9/2026 114
2346 EDGAR LOMAX CO/VA $1.32B Q4 2025 2/13/2026 64
2347 Oriental Harbor Investment Master Fund $1.32B Q4 2025 1/27/2026 10
2348 Global X Japan Co., Ltd. $1.31B Q4 2025 1/13/2026 332
2349 Fairmount Funds Management LLC $1.31B Q4 2025 2/17/2026 13
2350 SEVEN GRAND MANAGERS, LLC $1.31B Q4 2025 2/10/2026 138
2351 Stack Financial Management, Inc $1.31B Q4 2025 2/3/2026 59
2352 Charter Oak Capital Management, LLC $1.31B Q4 2025 1/23/2026 208
2353 DigitalBridge Group, Inc. $1.31B Q4 2025 2/12/2026 69
2354 TCM Advisors, LLC $1.31B Q4 2025 2/13/2026 65
2355 Magnus Financial Group LLC $1.31B Q4 2025 1/7/2026 419
2356 RVW Wealth, LLC $1.31B Q4 2025 1/12/2026 181
2357 First Light Asset Management, LLC $1.31B Q4 2025 2/17/2026 33
2358 Hemenway Trust Co LLC $1.31B Q4 2025 2/3/2026 127
2359 Luxor Capital Group, LP $1.31B Q4 2025 2/17/2026 49
2360 Cupps Capital Management, LLC $1.31B Q1 2014 5/12/2014 205
2361 AMERICAN SECURITIES LLC $1.31B Q4 2025 2/12/2026 1
2362 Bain Capital Life Sciences Investors, LLC $1.31B Q4 2025 2/17/2026 19
2363 MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1.31B Q4 2025 1/27/2026 127
2364 Styrax Capital, LP $1.31B Q4 2025 2/17/2026 17
2365 Value Partners Investments Inc. $1.3B Q4 2025 1/8/2026 100
2366 China Universal Asset Management Co., Ltd. $1.3B Q4 2025 1/29/2026 497
2367 KEYWISE CAPITAL MANAGEMENT (HK) Ltd $1.3B Q4 2025 2/17/2026 19
2368 Kimelman & Baird, LLC $1.3B Q4 2025 2/6/2026 263
2369 CREDIT INDUSTRIEL ET COMMERCIAL $1.3B Q4 2025 2/3/2026 356
2370 WEATHERLY ASSET MANAGEMENT L. P. $1.3B Q4 2025 1/16/2026 190
2371 Gemmer Asset Management LLC $1.3B Q4 2025 1/23/2026 169
2372 United Asset Strategies, Inc. $1.3B Q4 2025 1/28/2026 262
2373 KRYGER CAPITAL Ltd $1.29B Q4 2025 2/17/2026 50
2374 TRANSCEND CAPITAL ADVISORS, LLC $1.29B Q4 2025 1/23/2026 686
2375 DREMAN VALUE MANAGEMENT, L L C $1.29B Q1 2014 5/15/2014 418
2376 Marble Arch Investments, LP $1.29B Q1 2014 5/15/2014 21
2377 Parkwood LLC $1.29B Q4 2025 2/17/2026 97
2378 CROSSLINK CAPITAL INC $1.29B Q4 2025 2/17/2026 20
2379 Koss-Olinger Consulting, LLC $1.29B Q4 2025 2/10/2026 269
2380 COZAD ASSET MANAGEMENT INC $1.29B Q4 2025 2/13/2026 422
2381 Seilern Investment Management Ltd $1.29B Q4 2025 1/9/2026 24
2382 Motley Fool Wealth Management, LLC $1.29B Q4 2025 2/11/2026 128
2383 VTL Associates, LLC $1.29B Q1 2014 5/15/2014 1,719
2384 TEMA ETFS LLC $1.29B Q4 2025 1/16/2026 558
2385 Edgemoor Investment Advisors, Inc. $1.29B Q4 2025 2/10/2026 175
2386 Verity & Verity, LLC $1.29B Q4 2025 2/10/2026 152
2387 HARBOR CAPITAL ADVISORS, INC. $1.29B Q4 2025 1/20/2026 1,323
2388 Novo Holdings A/S $1.29B Q4 2025 2/17/2026 24
2389 Pureheart Capital Pte Ltd. $1.29B Q4 2025 2/17/2026 6
2390 TOMPKINS FINANCIAL CORP $1.29B Q4 2025 1/8/2026 636
2391 SHP Wealth Management $1.29B Q4 2025 3/4/2026 1,565
2392 Echo Street Capital Management LLC $1.28B Q1 2014 5/14/2014 125
2393 Galvin, Gaustad & Stein, LLC $1.28B Q4 2025 1/23/2026 250
2394 INVERNESS COUNSEL LLC /NY/ $1.28B Q2 2014 7/17/2014 125
2395 Ikarian Capital, LLC $1.28B Q4 2025 2/18/2026 174
2396 Capital Impact Advisors, LLC $1.28B Q4 2025 2/17/2026 30
2397 FRIESS ASSOCIATES LLC $1.28B Q1 2014 5/15/2014 147
2398 PETREDIS INVESTMENT ADVISORS LLC $1.28B Q4 2025 1/14/2026 112
2399 Private Advisory Group LLC $1.28B Q4 2025 1/15/2026 250
2400 Camber Capital Management LP $1.28B Q1 2014 5/15/2014 39