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 Clear Harbor Asset Management, LLC $1.45B Q1 2026 5/5/2026 450
2202 Pennsylvania Trust Co $1.45B Q2 2014 7/8/2014 355
2203 SSI INVESTMENT MANAGEMENT LLC $1.45B Q1 2026 5/13/2026 240
2204 Vantage Investment Partners, LLC $1.45B Q1 2026 5/1/2026 64
2205 BRINKER CAPITAL INC $1.45B Q2 2014 8/8/2014 137
2206 Strategic Investment Advisors / MI $1.45B Q1 2026 5/18/2026 386
2207 CORDA Investment Management, LLC. $1.45B Q1 2026 5/4/2026 80
2208 Parametric Risk Advisors LLC $1.45B Q1 2014 5/12/2014 168
2209 Strategic Wealth Partners, Ltd. $1.44B Q1 2026 5/12/2026 1,479
2210 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1.44B Q1 2026 5/1/2026 2,248
2211 WESTPAC BANKING CORP $1.44B Q1 2026 5/11/2026 495
2212 INFRASTRUCTURE CAPITAL ADVISORS, LLC $1.44B Q1 2026 5/15/2026 149
2213 SAB CAPITAL MANAGEMENT LP $1.43B Q1 2014 5/15/2014 14
2214 Luxor Capital Group, LP $1.43B Q1 2026 5/15/2026 49
2215 APPLETON PARTNERS INC/MA $1.43B Q1 2026 4/28/2026 262
2216 WEITZ INVESTMENT MANAGEMENT, INC. $1.43B Q1 2026 5/14/2026 49
2217 Kopernik Global Investors, LLC $1.43B Q1 2026 5/13/2026 31
2218 K2 PRINCIPAL FUND, L.P. $1.43B Q1 2026 5/14/2026 487
2219 Styrax Capital, LP $1.43B Q1 2026 5/15/2026 17
2220 Callodine Capital Management, LP $1.43B Q1 2026 5/15/2026 56
2221 TRIGLAV INVESTMENTS, D.O.O. $1.43B Q1 2026 5/4/2026 166
2222 Sage Mountain Advisors LLC $1.43B Q1 2026 5/11/2026 281
2223 Stonebridge Capital Advisors LLC $1.43B Q1 2026 5/14/2026 211
2224 Alaska Permanent Capital Management, LLC $1.43B Q1 2026 4/24/2026 39
2225 Kontiki Capital Management (HK) Ltd. $1.43B Q1 2026 5/15/2026 7
2226 Smithwood Advisers, L.P. $1.43B Q1 2014 5/15/2014 39
2227 PARK PRESIDIO CAPITAL LLC $1.43B Q1 2026 5/15/2026 13
2228 Insight Holdings Group, LLC $1.42B Q1 2026 5/15/2026 28
2229 Waterloo Capital, L.P. $1.42B Q1 2026 5/12/2026 481
2230 Nextech Invest, Ltd. $1.42B Q1 2026 5/15/2026 17
2231 KANAWHA CAPITAL MANAGEMENT LLC $1.42B Q1 2026 4/28/2026 221
2232 BROADWOOD CAPITAL INC $1.42B Q1 2026 5/14/2026 6
2233 PHILADELPHIA TRUST CO $1.42B Q1 2026 5/13/2026 265
2234 Vollero Beach Capital Partners LLC $1.42B Q1 2014 5/15/2014 76
2235 JHL Capital Group LLC $1.42B Q1 2014 5/15/2014 26
2236 Coastal Bridge Advisors, LLC $1.41B Q1 2026 5/14/2026 446
2237 Kryger Capital LLC $1.41B Q1 2026 5/14/2026 76
2238 KINTRA WEALTH, LLC $1.41B Q1 2026 5/15/2026 406
2239 Premier Fund Managers Ltd $1.41B Q1 2026 5/14/2026 166
2240 Cohalo Advisory LLC $1.41B Q1 2026 4/30/2026 13
2241 Spyglass Capital Management LLC $1.41B Q1 2026 5/15/2026 25
2242 Quent Capital, LLC $1.41B Q1 2026 4/28/2026 1,534
2243 Acuitas Investments, LLC $1.41B Q1 2026 4/28/2026 9
2244 Hamilton Wealth, LLC $1.41B Q1 2026 5/18/2026 114
2245 Efficient Advisors, LLC $1.41B Q1 2026 4/29/2026 58
2246 INSIGNEO ADVISORY SERVICES, LLC $1.41B Q1 2026 5/12/2026 745
2247 Tradition Wealth Management, LLC $1.41B Q1 2026 5/15/2026 527
2248 FIDELIS CAPITAL PARTNERS, LLC $1.4B Q1 2026 5/6/2026 504
2249 Contrarius Investment Management Ltd $1.4B Q1 2014 5/9/2014 32
2250 EDGAR LOMAX CO/VA $1.4B Q1 2026 5/12/2026 56
2251 ETRADE Capital Management LLC $1.4B Q1 2014 5/15/2014 830
2252 Rockwood Wealth Management, LLC $1.4B Q1 2026 4/29/2026 118
2253 Atom Investors LP $1.4B Q1 2026 5/15/2026 641
2254 Trust Asset Management LLC $1.4B Q1 2026 4/20/2026 225
2255 YHB Investment Advisors, Inc. $1.39B Q1 2026 4/10/2026 298
2256 Cetera Advisor Networks LLC $1.39B Q1 2014 5/15/2014 775
2257 STEELHEAD PARTNERS LLC $1.39B Q1 2026 5/13/2026 24
2258 HEITMAN REAL ESTATE SECURITIES LLC $1.39B Q1 2026 5/15/2026 57
2259 Scheer, Rowlett & Associates Investment Management Ltd. $1.39B Q1 2026 5/11/2026 33
2260 ProVise Management Group, LLC $1.39B Q1 2026 5/6/2026 261
2261 Trans-Canada Capital Inc. $1.39B Q1 2026 5/12/2026 6
2262 Sagefield Capital LP $1.39B Q1 2026 5/15/2026 111
2263 Blue Chip Partners, LLC $1.39B Q1 2026 5/15/2026 170
2264 Trivest Advisors Ltd $1.39B Q1 2026 5/7/2026 29
2265 Opti Capital Management, LP $1.39B Q1 2026 5/15/2026 36
2266 1607 Capital Partners, LLC $1.39B Q1 2026 5/15/2026 139
2267 Nicholas Investment Partners, LP $1.39B Q1 2026 5/15/2026 205
2268 Fairmount Funds Management LLC $1.38B Q1 2026 5/15/2026 12
2269 Owl Creek Asset Management, L.P. $1.38B Q1 2026 5/15/2026 30
2270 ALGEBRIS (UK) LTD $1.38B Q1 2026 5/13/2026 70
2271 Ranger Investment Management, L.P. $1.38B Q1 2026 5/15/2026 79
2272 VESTOR CAPITAL, LLC $1.38B Q1 2026 5/21/2026 277
2273 Advisor OS, LLC $1.38B Q1 2026 5/7/2026 575
2274 Johns Hopkins University $1.38B Q1 2026 5/14/2026 13
2275 NEXT CENTURY GROWTH INVESTORS LLC $1.38B Q1 2026 5/14/2026 112
2276 Robinhood Asset Management, LLC $1.38B Q1 2026 4/13/2026 81
2277 Impactive Capital LP $1.38B Q1 2026 5/15/2026 10
2278 PHILLIPS FINANCIAL MANAGEMENT, LLC $1.38B Q1 2026 4/16/2026 283
2279 AEW CAPITAL MANAGEMENT L P $1.38B Q1 2026 4/28/2026 40
2280 Leo Wealth, LLC $1.38B Q1 2026 5/5/2026 452
2281 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1.38B Q1 2026 5/15/2026 94
2282 BALDWIN WEALTH PARTNERS LLC/MA $1.38B Q1 2026 4/14/2026 222
2283 NEVILLE RODIE & SHAW INC $1.38B Q1 2026 4/1/2026 245
2284 SMITH, MOORE & CO. $1.37B Q1 2026 5/5/2026 558
2285 AVITY INVESTMENT MANAGEMENT INC. $1.37B Q1 2026 4/8/2026 114
2286 Main Management LLC $1.37B Q1 2026 5/14/2026 102
2287 Capital Investment Advisory Services, LLC $1.37B Q1 2026 5/5/2026 1,206
2288 Hardy Reed LLC $1.37B Q1 2026 4/28/2026 243
2289 NAPLES GLOBAL ADVISORS, LLC $1.37B Q1 2026 4/20/2026 441
2290 Hill Path Capital LP $1.37B Q1 2026 5/15/2026 7
2291 RWWM, Inc. $1.37B Q1 2026 5/4/2026 34
2292 Ethos Financial Group, LLC $1.37B Q1 2026 5/5/2026 540
2293 Ionic Capital Management LLC $1.37B Q1 2026 5/15/2026 165
2294 MHR FUND MANAGEMENT LLC $1.37B Q1 2026 5/15/2026 10
2295 Litman Gregory Wealth Management LLC $1.37B Q4 2025 2/12/2026 357
2296 SILVER OAK SECURITIES, INCORPORATED $1.37B Q1 2026 4/20/2026 781
2297 Moss Adams Wealth Advisors LLC $1.37B Q1 2026 4/23/2026 270
2298 Pertento Partners LLP $1.37B Q1 2026 5/14/2026 19
2299 Bank of Finland $1.37B Q1 2026 4/14/2026 4
2300 Aquamarine Financial (Cayman) Ltd $1.37B Q1 2026 5/15/2026 17
2301 Kentucky Retirement Systems $1.37B Q1 2026 5/19/2026 499
2302 QVT Financial LP $1.37B Q1 2026 5/15/2026 76
2303 Prescott General Partners LLC $1.37B Q1 2026 5/15/2026 10
2304 DENDUR CAPITAL LP $1.36B Q1 2026 5/15/2026 22
2305 FORA Capital, LLC $1.36B Q1 2026 5/14/2026 413
2306 Bouchey Financial Group Ltd $1.36B Q1 2026 4/13/2026 173
2307 CRAMER ROSENTHAL MCGLYNN LLC $1.36B Q1 2026 5/15/2026 86
2308 Arnhold LLC $1.36B Q1 2026 5/11/2026 118
2309 Stack Financial Management, Inc $1.36B Q1 2026 5/4/2026 52
2310 LYELL WEALTH MANAGEMENT, LP $1.36B Q1 2026 5/7/2026 216
2311 VICUS CAPITAL $1.36B Q1 2026 4/22/2026 250
2312 TCM Advisors, LLC $1.36B Q1 2026 5/14/2026 69
2313 Andromeda Capital LLC $1.36B Q1 2014 5/15/2014 108
2314 AlphaStar Capital Management, LLC $1.36B Q1 2026 4/15/2026 236
2315 SOMA EQUITY PARTNERS LP $1.36B Q1 2026 5/15/2026 20
2316 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. $1.36B Q1 2026 4/22/2026 178
2317 METEORA CAPITAL, LLC $1.36B Q1 2026 5/15/2026 384
2318 WASHINGTON TRUST BANK $1.36B Q1 2026 5/7/2026 207
2319 Narwhal Capital Management $1.36B Q1 2026 4/23/2026 169
2320 KMG FIDUCIARY PARTNERS, LLC $1.35B Q1 2026 4/13/2026 261
2321 Partners Group Holding AG $1.35B Q1 2026 5/15/2026 50
2322 McIlrath & Eck, LLC $1.35B Q1 2026 5/19/2026 1,645
2323 Heck Capital Advisors, LLC $1.35B Q1 2026 4/16/2026 202
2324 CapWealth Advisors, LLC $1.35B Q1 2026 5/5/2026 118
2325 Van Hulzen Asset Management, LLC $1.35B Q1 2026 5/14/2026 362
2326 Austin Private Wealth, LLC $1.35B Q4 2025 1/20/2026 298
2327 PBCay One RSC Ltd $1.34B Q1 2026 5/14/2026 18
2328 Harvest Capital Strategies LLC $1.34B Q1 2014 5/13/2014 139
2329 HoldCo Asset Management, LP $1.34B Q1 2026 5/15/2026 29
2330 Verity & Verity, LLC $1.34B Q1 2026 4/15/2026 138
2331 OAKTOP CAPITAL MANAGEMENT II, L.P. $1.34B Q1 2026 5/14/2026 14
2332 Fusion Family Wealth, LLC $1.34B Q1 2026 5/5/2026 47
2333 N.E.W. Advisory Services LLC $1.34B Q1 2026 5/4/2026 914
2334 Baring Fintech Manager Holding Ltd $1.34B Q1 2026 5/14/2026 1
2335 49 WEALTH MANAGEMENT, LLC $1.34B Q1 2026 5/13/2026 204
2336 Main Street Financial Solutions, LLC $1.34B Q4 2025 2/17/2026 560
2337 WBH ADVISORY INC $1.34B Q1 2026 4/27/2026 350
2338 Arete Wealth Advisors, LLC $1.33B Q1 2026 5/20/2026 321
2339 Radcliffe Capital Management, L.P. $1.33B Q1 2026 5/15/2026 405
2340 Wellspring Financial Advisors, LLC $1.33B Q1 2026 5/15/2026 278
2341 NBC SECURITIES, INC. $1.33B Q1 2026 4/14/2026 2,548
2342 First Allied Advisory Services, Inc. $1.33B Q1 2014 5/15/2014 1,002
2343 Applied Finance Capital Management, LLC $1.33B Q1 2026 5/4/2026 218
2344 Compass Rose Asset Management, LP $1.33B Q1 2026 5/14/2026 19
2345 Creekmur Asset Management LLC $1.33B Q1 2026 5/8/2026 5
2346 SHP Wealth Management $1.33B Q1 2026 5/8/2026 1,826
2347 Mantle Ridge LP $1.33B Q1 2026 5/14/2026 1
2348 MARCO INVESTMENT MANAGEMENT LLC $1.33B Q1 2026 5/8/2026 232
2349 Turtle Creek Wealth Advisors, LLC $1.32B Q1 2026 4/27/2026 480
2350 TITLEIST ASSET MANAGEMENT, LLC $1.32B Q1 2026 4/30/2026 396
2351 Wealthquest Corp $1.32B Q1 2026 5/7/2026 148
2352 Hilton Capital Management, LLC $1.32B Q1 2026 5/14/2026 129
2353 Triodos Investment Management BV $1.32B Q1 2026 5/7/2026 49
2354 Ascentis Independent Advisors $1.32B Q1 2026 4/28/2026 2,526
2355 MBL Wealth, LLC $1.32B Q1 2026 4/28/2026 335
2356 China Universal Asset Management Co., Ltd. $1.32B Q1 2026 4/27/2026 502
2357 Casdin Capital, LLC $1.32B Q1 2026 5/15/2026 40
2358 M.D. Sass, LLC $1.32B Q1 2026 5/14/2026 36
2359 LEVIN CAPITAL STRATEGIES, L.P. $1.32B Q1 2026 5/13/2026 232
2360 Unison Advisors LLC $1.32B Q1 2026 4/28/2026 175
2361 Cumberland Partners Ltd $1.32B Q1 2026 5/14/2026 157
2362 IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1.32B Q1 2026 5/11/2026 290
2363 Mill Capital Management, LLC $1.31B Q1 2026 5/4/2026 130
2364 BloombergSen Inc. $1.31B Q1 2026 5/8/2026 30
2365 Wilkinson Global Asset Management LLC $1.31B Q1 2026 5/13/2026 60
2366 Value Partners Investments Inc. $1.31B Q1 2026 4/21/2026 105
2367 Clarkston Capital Partners, LLC $1.31B Q1 2026 5/14/2026 98
2368 Qsemble Capital Management, LP $1.31B Q1 2026 5/7/2026 430
2369 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI $1.31B Q1 2026 4/28/2026 158
2370 PRELUDE CAPITAL MANAGEMENT, LLC $1.31B Q1 2026 5/15/2026 1,176
2371 EASTERLY INVESTMENT PARTNERS LLC $1.31B Q1 2026 5/11/2026 166
2372 Cupps Capital Management, LLC $1.31B Q1 2014 5/12/2014 205
2373 First Heartland Consultants, Inc. $1.31B Q1 2026 4/8/2026 523
2374 Parkside Financial Bank & Trust $1.31B Q1 2026 5/13/2026 2,688
2375 Clear Creek Financial Management, LLC $1.3B Q1 2026 4/22/2026 608
2376 SHERMAN PORFOLIOS, LLC $1.3B Q1 2026 5/13/2026 98
2377 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $1.3B Q1 2026 5/12/2026 135
2378 Silver Point Capital L.P. $1.3B Q1 2026 5/15/2026 16
2379 PAYDEN & RYGEL $1.3B Q1 2026 5/12/2026 114
2380 Greenbrier Partners Capital Management, LLC $1.3B Q1 2026 5/15/2026 11
2381 Private Wealth Partners, LLC $1.3B Q1 2026 4/28/2026 169
2382 MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1.3B Q1 2026 5/12/2026 143
2383 MPM BioImpact LLC $1.29B Q1 2026 5/15/2026 41
2384 KRYGER CAPITAL Ltd $1.29B Q4 2025 2/17/2026 50
2385 DREMAN VALUE MANAGEMENT, L L C $1.29B Q1 2014 5/15/2014 418
2386 Marble Arch Investments, LP $1.29B Q1 2014 5/15/2014 21
2387 ALTA CAPITAL MANAGEMENT LLC/ $1.29B Q1 2026 5/8/2026 100
2388 a16z Capital Management, L.L.C. $1.29B Q1 2026 5/15/2026 16
2389 Penn Capital Management Company, LLC $1.29B Q1 2026 5/6/2026 172
2390 COZAD ASSET MANAGEMENT INC $1.29B Q4 2025 2/13/2026 422
2391 Charter Oak Capital Management, LLC $1.29B Q1 2026 4/24/2026 208
2392 MONECO ADVISORS, LLC $1.29B Q1 2026 5/7/2026 515
2393 VTL Associates, LLC $1.29B Q1 2014 5/15/2014 1,719
2394 Colonial Trust Advisors $1.29B Q1 2026 5/12/2026 726
2395 CREDIT INDUSTRIEL ET COMMERCIAL $1.28B Q1 2026 4/29/2026 349
2396 RVW Wealth, LLC $1.28B Q1 2026 4/8/2026 176
2397 Echo Street Capital Management LLC $1.28B Q1 2014 5/14/2014 125
2398 INVERNESS COUNSEL LLC /NY/ $1.28B Q2 2014 7/17/2014 125
2399 Baader Bank Aktiengesellschaft $1.28B Q1 2026 5/8/2026 417
2400 Nilsine Partners, LLC $1.28B Q1 2026 4/29/2026 416