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 Kentucky Retirement Systems Insurance Trust Fund $1.47B Q1 2026 5/19/2026 492
2202 Invesco Private Capital, Inc. $1.47B Q1 2014 5/15/2014 11
2203 MBL Wealth, LLC $1.47B Q2 2026 7/15/2026 386
2204 VERUS CAPITAL PARTNERS, LLC $1.46B Q1 2026 5/21/2026 469
2205 Pinnacle Wealth Management Advisory Group, LLC $1.46B Q1 2026 4/21/2026 550
2206 Adelante Capital Management LLC $1.46B Q1 2026 5/15/2026 42
2207 Lynrock Lake LP $1.46B Q1 2026 5/15/2026 27
2208 MCDONALD CAPITAL INVESTORS INC/CA $1.46B Q1 2026 5/4/2026 21
2209 Keystone Financial Group $1.46B Q1 2026 5/13/2026 528
2210 NEW AMSTERDAM PARTNERS LLC/NY $1.46B Q1 2014 5/14/2014 121
2211 Merchants' Gate Capital LP $1.46B Q1 2014 5/15/2014 23
2212 BOGLE INVESTMENT MANAGEMENT L P /DE/ $1.46B Q1 2014 5/14/2014 344
2213 HIGHLINE CAPITAL MANAGEMENT, L.P. $1.46B Q1 2014 5/15/2014 28
2214 Signal Advisors Wealth, LLC $1.46B Q1 2026 4/17/2026 582
2215 Liberty 77 Capital L.P. $1.46B Q1 2026 5/13/2026 3
2216 Beaumont Financial Advisors, LLC $1.46B Q1 2026 5/5/2026 369
2217 Danmarks Nationalbank $1.45B Q2 2026 7/8/2026 1
2218 Avalon Trust Co $1.45B Q1 2026 5/6/2026 460
2219 Hikari Tsushin, Inc. $1.45B Q1 2026 5/13/2026 78
2220 DDD Partners, LLC $1.45B Q1 2026 4/28/2026 135
2221 Clear Harbor Asset Management, LLC $1.45B Q1 2026 5/5/2026 450
2222 Pennsylvania Trust Co $1.45B Q2 2014 7/8/2014 355
2223 SSI INVESTMENT MANAGEMENT LLC $1.45B Q1 2026 5/13/2026 240
2224 Vantage Investment Partners, LLC $1.45B Q1 2026 5/1/2026 64
2225 BRINKER CAPITAL INC $1.45B Q2 2014 8/8/2014 137
2226 Strategic Investment Advisors / MI $1.45B Q1 2026 5/18/2026 386
2227 CORDA Investment Management, LLC. $1.45B Q1 2026 5/4/2026 80
2228 Parametric Risk Advisors LLC $1.45B Q1 2014 5/12/2014 168
2229 Strategic Wealth Partners, Ltd. $1.44B Q1 2026 5/12/2026 1,479
2230 WESTPAC BANKING CORP $1.44B Q1 2026 5/11/2026 495
2231 INFRASTRUCTURE CAPITAL ADVISORS, LLC $1.44B Q1 2026 5/15/2026 149
2232 SAB CAPITAL MANAGEMENT LP $1.43B Q1 2014 5/15/2014 14
2233 Unison Advisors LLC $1.43B Q2 2026 7/22/2026 173
2234 HARBOR INVESTMENT ADVISORY, LLC $1.43B Q2 2026 7/7/2026 1,315
2235 Luxor Capital Group, LP $1.43B Q1 2026 5/15/2026 49
2236 WEITZ INVESTMENT MANAGEMENT, INC. $1.43B Q1 2026 5/14/2026 49
2237 Value Partners Investments Inc. $1.43B Q2 2026 7/15/2026 104
2238 Kopernik Global Investors, LLC $1.43B Q1 2026 5/13/2026 31
2239 K2 PRINCIPAL FUND, L.P. $1.43B Q1 2026 5/14/2026 487
2240 Styrax Capital, LP $1.43B Q1 2026 5/15/2026 17
2241 Callodine Capital Management, LP $1.43B Q1 2026 5/15/2026 56
2242 TRIGLAV INVESTMENTS, D.O.O. $1.43B Q1 2026 5/4/2026 166
2243 Sage Mountain Advisors LLC $1.43B Q1 2026 5/11/2026 281
2244 Stonebridge Capital Advisors LLC $1.43B Q1 2026 5/14/2026 211
2245 TOMPKINS FINANCIAL CORP $1.43B Q2 2026 7/15/2026 548
2246 Asset Dedication, LLC $1.43B Q1 2026 5/29/2026 1,114
2247 Alaska Permanent Capital Management, LLC $1.43B Q1 2026 4/24/2026 39
2248 Kontiki Capital Management (HK) Ltd. $1.43B Q1 2026 5/15/2026 7
2249 Smithwood Advisers, L.P. $1.43B Q1 2014 5/15/2014 39
2250 PARK PRESIDIO CAPITAL LLC $1.43B Q1 2026 5/15/2026 13
2251 Insight Holdings Group, LLC $1.42B Q1 2026 5/15/2026 28
2252 Waterloo Capital, L.P. $1.42B Q1 2026 5/12/2026 481
2253 Nextech Invest, Ltd. $1.42B Q1 2026 5/15/2026 17
2254 KANAWHA CAPITAL MANAGEMENT LLC $1.42B Q1 2026 4/28/2026 221
2255 BROADWOOD CAPITAL INC $1.42B Q1 2026 5/14/2026 6
2256 PHILADELPHIA TRUST CO $1.42B Q1 2026 5/13/2026 265
2257 Vollero Beach Capital Partners LLC $1.42B Q1 2014 5/15/2014 76
2258 JHL Capital Group LLC $1.42B Q1 2014 5/15/2014 26
2259 Coastal Bridge Advisors, LLC $1.41B Q1 2026 5/14/2026 446
2260 United Asset Strategies, Inc. $1.41B Q2 2026 7/13/2026 259
2261 Kryger Capital LLC $1.41B Q1 2026 5/14/2026 76
2262 Magnus Financial Group LLC $1.41B Q2 2026 7/9/2026 391
2263 KINTRA WEALTH, LLC $1.41B Q1 2026 5/15/2026 406
2264 Cohalo Advisory LLC $1.41B Q1 2026 4/30/2026 13
2265 Spyglass Capital Management LLC $1.41B Q1 2026 5/15/2026 25
2266 Wealthquest Corp $1.41B Q1 2026 6/3/2026 150
2267 Sava Infond d.o.o. $1.41B Q2 2026 7/16/2026 242
2268 Quent Capital, LLC $1.41B Q1 2026 4/28/2026 1,534
2269 Acuitas Investments, LLC $1.41B Q1 2026 4/28/2026 9
2270 Efficient Advisors, LLC $1.41B Q1 2026 4/29/2026 58
2271 INSIGNEO ADVISORY SERVICES, LLC $1.41B Q1 2026 5/12/2026 745
2272 Tradition Wealth Management, LLC $1.41B Q1 2026 5/15/2026 527
2273 WEATHERLY ASSET MANAGEMENT L. P. $1.4B Q2 2026 7/20/2026 188
2274 FIDELIS CAPITAL PARTNERS, LLC $1.4B Q1 2026 5/6/2026 504
2275 Contrarius Investment Management Ltd $1.4B Q1 2014 5/9/2014 32
2276 Retirement Investment Advisors, Inc. $1.4B Q2 2026 7/15/2026 66
2277 EDGAR LOMAX CO/VA $1.4B Q1 2026 5/12/2026 56
2278 First Financial Bank - Trust Division $1.4B Q2 2026 7/1/2026 208
2279 ETRADE Capital Management LLC $1.4B Q1 2014 5/15/2014 830
2280 TRAPHAGEN INVESTMENT ADVISORS LLC $1.4B Q2 2026 7/16/2026 220
2281 Atom Investors LP $1.4B Q1 2026 5/15/2026 641
2282 Cetera Advisor Networks LLC $1.39B Q1 2014 5/15/2014 775
2283 STEELHEAD PARTNERS LLC $1.39B Q1 2026 5/13/2026 24
2284 HEITMAN REAL ESTATE SECURITIES LLC $1.39B Q1 2026 5/15/2026 57
2285 Scheer, Rowlett & Associates Investment Management Ltd. $1.39B Q1 2026 5/11/2026 33
2286 ProVise Management Group, LLC $1.39B Q1 2026 5/6/2026 261
2287 Trans-Canada Capital Inc. $1.39B Q1 2026 5/12/2026 6
2288 Sagefield Capital LP $1.39B Q1 2026 5/15/2026 111
2289 Blue Chip Partners, LLC $1.39B Q1 2026 5/15/2026 170
2290 Trivest Advisors Ltd $1.39B Q1 2026 5/7/2026 29
2291 Opti Capital Management, LP $1.39B Q1 2026 5/15/2026 36
2292 1607 Capital Partners, LLC $1.39B Q1 2026 5/15/2026 139
2293 Nicholas Investment Partners, LP $1.39B Q1 2026 5/15/2026 205
2294 Fairmount Funds Management LLC $1.38B Q1 2026 5/15/2026 12
2295 KWMG, LLC $1.38B Q2 2026 7/8/2026 153
2296 Owl Creek Asset Management, L.P. $1.38B Q1 2026 5/15/2026 30
2297 ALGEBRIS (UK) LTD $1.38B Q1 2026 5/13/2026 70
2298 Ranger Investment Management, L.P. $1.38B Q1 2026 5/15/2026 79
2299 VESTOR CAPITAL, LLC $1.38B Q1 2026 5/21/2026 277
2300 Advisor OS, LLC $1.38B Q1 2026 5/7/2026 575
2301 Johns Hopkins University $1.38B Q1 2026 5/14/2026 13
2302 NEXT CENTURY GROWTH INVESTORS LLC $1.38B Q1 2026 5/14/2026 112
2303 Robinhood Asset Management, LLC $1.38B Q1 2026 4/13/2026 81
2304 Impactive Capital LP $1.38B Q1 2026 5/15/2026 10
2305 PHILLIPS FINANCIAL MANAGEMENT, LLC $1.38B Q1 2026 4/16/2026 283
2306 AEW CAPITAL MANAGEMENT L P $1.38B Q1 2026 4/28/2026 40
2307 Leo Wealth, LLC $1.38B Q1 2026 5/5/2026 452
2308 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1.38B Q1 2026 5/15/2026 94
2309 PKO Investment Management Joint-Stock Co $1.38B Q2 2026 7/20/2026 228
2310 SMITH, MOORE & CO. $1.37B Q1 2026 5/5/2026 558
2311 Main Management LLC $1.37B Q1 2026 5/14/2026 102
2312 Capital Investment Advisory Services, LLC $1.37B Q1 2026 5/5/2026 1,206
2313 Hardy Reed LLC $1.37B Q1 2026 4/28/2026 243
2314 NAPLES GLOBAL ADVISORS, LLC $1.37B Q1 2026 4/20/2026 441
2315 Hill Path Capital LP $1.37B Q1 2026 5/15/2026 7
2316 RWWM, Inc. $1.37B Q1 2026 5/4/2026 34
2317 CGN Advisors LLC $1.37B Q2 2026 7/6/2026 322
2318 Ethos Financial Group, LLC $1.37B Q1 2026 5/5/2026 540
2319 Ionic Capital Management LLC $1.37B Q1 2026 5/15/2026 165
2320 MHR FUND MANAGEMENT LLC $1.37B Q1 2026 5/15/2026 10
2321 Litman Gregory Wealth Management LLC $1.37B Q4 2025 2/12/2026 357
2322 SILVER OAK SECURITIES, INCORPORATED $1.37B Q1 2026 4/20/2026 781
2323 Moss Adams Wealth Advisors LLC $1.37B Q1 2026 4/23/2026 270
2324 Pertento Partners LLP $1.37B Q1 2026 5/14/2026 19
2325 Aquamarine Financial (Cayman) Ltd $1.37B Q1 2026 5/15/2026 17
2326 Kentucky Retirement Systems $1.37B Q1 2026 5/19/2026 499
2327 QVT Financial LP $1.37B Q1 2026 5/15/2026 76
2328 Prescott General Partners LLC $1.37B Q1 2026 5/15/2026 10
2329 Amplius Wealth Advisors, LLC $1.36B Q2 2026 7/17/2026 211
2330 DENDUR CAPITAL LP $1.36B Q1 2026 5/15/2026 22
2331 FORA Capital, LLC $1.36B Q1 2026 5/14/2026 413
2332 Bouchey Financial Group Ltd $1.36B Q1 2026 4/13/2026 173
2333 CRAMER ROSENTHAL MCGLYNN LLC $1.36B Q1 2026 5/15/2026 86
2334 Arnhold LLC $1.36B Q1 2026 5/11/2026 118
2335 Stack Financial Management, Inc $1.36B Q1 2026 5/4/2026 52
2336 LYELL WEALTH MANAGEMENT, LP $1.36B Q1 2026 5/7/2026 216
2337 VICUS CAPITAL $1.36B Q1 2026 4/22/2026 250
2338 Bangor Savings Bank $1.36B Q2 2026 7/6/2026 543
2339 Talbot Financial, LLC $1.36B Q2 2026 7/14/2026 71
2340 TCM Advisors, LLC $1.36B Q1 2026 5/14/2026 69
2341 Andromeda Capital LLC $1.36B Q1 2014 5/15/2014 108
2342 AlphaStar Capital Management, LLC $1.36B Q1 2026 4/15/2026 236
2343 SOMA EQUITY PARTNERS LP $1.36B Q1 2026 5/15/2026 20
2344 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. $1.36B Q1 2026 4/22/2026 178
2345 METEORA CAPITAL, LLC $1.36B Q1 2026 5/15/2026 384
2346 WASHINGTON TRUST BANK $1.36B Q1 2026 5/7/2026 207
2347 Narwhal Capital Management $1.36B Q1 2026 4/23/2026 169
2348 Partners Group Holding AG $1.35B Q1 2026 5/15/2026 50
2349 McIlrath & Eck, LLC $1.35B Q1 2026 5/19/2026 1,645
2350 CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.35B Q2 2026 7/21/2026 99
2351 CapWealth Advisors, LLC $1.35B Q1 2026 5/5/2026 118
2352 Van Hulzen Asset Management, LLC $1.35B Q1 2026 5/14/2026 362
2353 Austin Private Wealth, LLC $1.35B Q4 2025 1/20/2026 298
2354 PBCay One RSC Ltd $1.34B Q1 2026 5/14/2026 18
2355 Harvest Capital Strategies LLC $1.34B Q1 2014 5/13/2014 139
2356 HoldCo Asset Management, LP $1.34B Q1 2026 5/15/2026 29
2357 Verity & Verity, LLC $1.34B Q1 2026 4/15/2026 138
2358 OAKTOP CAPITAL MANAGEMENT II, L.P. $1.34B Q1 2026 5/14/2026 14
2359 Fusion Family Wealth, LLC $1.34B Q1 2026 5/5/2026 47
2360 N.E.W. Advisory Services LLC $1.34B Q1 2026 5/4/2026 914
2361 Baring Fintech Manager Holding Ltd $1.34B Q1 2026 5/14/2026 1
2362 49 WEALTH MANAGEMENT, LLC $1.34B Q1 2026 5/13/2026 204
2363 Main Street Financial Solutions, LLC $1.34B Q4 2025 2/17/2026 560
2364 WBH ADVISORY INC $1.34B Q1 2026 4/27/2026 350
2365 Arete Wealth Advisors, LLC $1.33B Q1 2026 5/20/2026 321
2366 Radcliffe Capital Management, L.P. $1.33B Q1 2026 5/15/2026 405
2367 First Allied Advisory Services, Inc. $1.33B Q1 2014 5/15/2014 1,002
2368 Applied Finance Capital Management, LLC $1.33B Q1 2026 5/4/2026 218
2369 Compass Rose Asset Management, LP $1.33B Q1 2026 5/14/2026 19
2370 Creekmur Asset Management LLC $1.33B Q1 2026 5/8/2026 5
2371 SHP Wealth Management $1.33B Q1 2026 5/8/2026 1,826
2372 Mantle Ridge LP $1.33B Q1 2026 5/14/2026 1
2373 MARCO INVESTMENT MANAGEMENT LLC $1.33B Q1 2026 5/8/2026 232
2374 Turtle Creek Wealth Advisors, LLC $1.32B Q1 2026 4/27/2026 480
2375 Hilton Capital Management, LLC $1.32B Q1 2026 5/14/2026 129
2376 Triodos Investment Management BV $1.32B Q1 2026 5/7/2026 49
2377 Ascentis Independent Advisors $1.32B Q1 2026 4/28/2026 2,526
2378 China Universal Asset Management Co., Ltd. $1.32B Q1 2026 4/27/2026 502
2379 Casdin Capital, LLC $1.32B Q1 2026 5/15/2026 40
2380 M.D. Sass, LLC $1.32B Q1 2026 5/14/2026 36
2381 LEVIN CAPITAL STRATEGIES, L.P. $1.32B Q1 2026 5/13/2026 232
2382 Stonebridge Financial Group, LLC $1.32B Q2 2026 7/6/2026 275
2383 BRANDYWINE OAK PRIVATE WEALTH LLC $1.32B Q2 2026 7/16/2026 245
2384 Cumberland Partners Ltd $1.32B Q1 2026 5/14/2026 157
2385 IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1.32B Q1 2026 5/11/2026 290
2386 Mill Capital Management, LLC $1.31B Q1 2026 5/4/2026 130
2387 BloombergSen Inc. $1.31B Q1 2026 5/8/2026 30
2388 Wilkinson Global Asset Management LLC $1.31B Q1 2026 5/13/2026 60
2389 Clarkston Capital Partners, LLC $1.31B Q1 2026 5/14/2026 98
2390 Qsemble Capital Management, LP $1.31B Q1 2026 5/7/2026 430
2391 PRELUDE CAPITAL MANAGEMENT, LLC $1.31B Q1 2026 5/15/2026 1,176
2392 EASTERLY INVESTMENT PARTNERS LLC $1.31B Q1 2026 5/11/2026 166
2393 SlateStone Wealth, LLC $1.31B Q2 2026 7/20/2026 296
2394 Cupps Capital Management, LLC $1.31B Q1 2014 5/12/2014 205
2395 Parkside Financial Bank & Trust $1.31B Q1 2026 5/13/2026 2,688
2396 Clear Creek Financial Management, LLC $1.3B Q1 2026 4/22/2026 608
2397 SHERMAN PORFOLIOS, LLC $1.3B Q1 2026 5/13/2026 98
2398 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $1.3B Q1 2026 5/12/2026 135
2399 Silver Point Capital L.P. $1.3B Q1 2026 5/15/2026 16
2400 QV Investors Inc. $1.3B Q2 2026 7/21/2026 68