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
2401 Penobscot Investment Management Company, Inc. $1.28B Q1 2026 4/29/2026 311
2402 FRIESS ASSOCIATES LLC $1.28B Q1 2014 5/15/2014 147
2403 Camber Capital Management LP $1.28B Q1 2014 5/15/2014 39
2404 Sovran Advisors, LLC $1.27B Q1 2026 5/1/2026 578
2405 Fort Baker Capital Management LP $1.27B Q1 2026 5/15/2026 121
2406 NATIONAL PLANNING CORP $1.27B Q2 2014 7/16/2014 757
2407 Edgemoor Investment Advisors, Inc. $1.27B Q1 2026 5/13/2026 170
2408 Windham Capital Management, LLC $1.27B Q2 2014 8/5/2014 27
2409 TFS CAPITAL LLC $1.27B Q2 2014 7/21/2014 1,093
2410 HARBOR INVESTMENT ADVISORY, LLC $1.27B Q1 2026 4/23/2026 1,233
2411 RMR Wealth Builders $1.27B Q1 2026 4/22/2026 277
2412 Summit Financial Strategies, Inc. $1.27B Q1 2026 5/1/2026 170
2413 P/E Global LLC $1.27B Q1 2026 4/9/2026 7
2414 MATLINPATTERSON GLOBAL ADVISERS LLC $1.27B Q1 2014 5/15/2014 14
2415 PPSC Investment Service Corp $1.27B Q1 2026 4/23/2026 8
2416 Teilinger Capital Ltd. $1.27B Q1 2026 5/13/2026 15
2417 CGN Advisors LLC $1.27B Q1 2026 4/13/2026 317
2418 Gemmer Asset Management LLC $1.27B Q1 2026 4/22/2026 172
2419 Manikay Partners, LLC $1.26B Q1 2014 5/15/2014 25
2420 Technology Crossover Management VII, Ltd. $1.26B Q1 2014 5/12/2014 5
2421 NOVARE CAPITAL MANAGEMENT LLC $1.26B Q1 2026 4/17/2026 195
2422 Triad Wealth Partners, LLC $1.26B Q1 2026 4/16/2026 478
2423 Tweedy, Browne Co LLC $1.26B Q1 2026 5/6/2026 93
2424 NIXON PEABODY TRUST CO $1.26B Q1 2026 4/27/2026 161
2425 IndexIQ Advisors LLC $1.26B Q2 2014 8/4/2014 222
2426 United Asset Strategies, Inc. $1.26B Q1 2026 4/29/2026 257
2427 Harvey Partners, LLC $1.26B Q1 2026 5/15/2026 47
2428 Dorsey Asset Management, LLC $1.26B Q1 2026 5/15/2026 11
2429 TOMPKINS FINANCIAL CORP $1.26B Q1 2026 4/9/2026 565
2430 Perennial Investment Advisors, LLC $1.26B Q1 2026 5/15/2026 511
2431 Dundas Partners LLP $1.25B Q1 2026 5/14/2026 49
2432 Teewinot Capital Advisers, L.L.C. $1.25B Q1 2026 5/15/2026 33
2433 FIRST MERCANTILE TRUST CO $1.25B Q2 2014 7/22/2014 1,148
2434 Bares Capital Management, Inc. $1.25B Q1 2014 5/16/2014 69
2435 Bangor Savings Bank $1.25B Q1 2026 4/1/2026 542
2436 CARDIFF PARK ADVISORS, LLC $1.25B Q1 2026 5/15/2026 373
2437 Walthausen & Co., LLC $1.25B Q1 2014 5/12/2014 112
2438 Galvin, Gaustad & Stein, LLC $1.25B Q1 2026 5/14/2026 252
2439 TRANSCEND CAPITAL ADVISORS, LLC $1.25B Q1 2026 5/13/2026 721
2440 Limestone Investment Advisors LP $1.25B Q1 2026 5/15/2026 399
2441 Liberty Mutual Group Asset Management Inc. $1.25B Q1 2026 5/15/2026 29
2442 One Day In July LLC $1.25B Q1 2026 5/5/2026 153
2443 Fullerton Fund Management Co Ltd. $1.25B Q1 2026 5/15/2026 125
2444 VANGUARD ASSET MANAGEMENT, Ltd $1.24B Q1 2026 5/15/2026 38
2445 Stony Point Capital LLC $1.24B Q1 2026 5/15/2026 32
2446 BlackBarn Capital Partners LP $1.24B Q1 2026 5/15/2026 21
2447 Hemenway Trust Co LLC $1.24B Q1 2026 5/7/2026 135
2448 Retirement Investment Advisors, Inc. $1.24B Q1 2026 4/15/2026 67
2449 First Financial Bank - Trust Division $1.24B Q1 2026 4/1/2026 197
2450 XML Financial, LLC $1.24B Q1 2026 4/16/2026 421
2451 Clearwater Capital Advisors, LLC $1.24B Q1 2026 5/13/2026 177
2452 Washington Trust Advisors, Inc. $1.24B Q1 2026 4/6/2026 684
2453 GENERAL MOTORS INVESTMENT MANAGEMENT CORP $1.24B Q2 2014 8/8/2014 928
2454 WEATHERLY ASSET MANAGEMENT L. P. $1.24B Q1 2026 4/15/2026 186
2455 CULLINAN ASSOCIATES INC $1.24B Q1 2026 5/1/2026 207
2456 QV Investors Inc. $1.24B Q1 2026 4/22/2026 65
2457 MANGROVE PARTNERS IM, LLC $1.24B Q1 2026 5/15/2026 427
2458 Fine Capital Partners, L.P. $1.24B Q1 2014 5/14/2014 20
2459 Greylock XIV GP LLC $1.24B Q1 2026 5/1/2026 1
2460 HARBOR CAPITAL ADVISORS, INC. $1.23B Q1 2026 4/28/2026 1,211
2461 Quent Long Short Global Small Cap Fund, LP $1.23B Q4 2025 1/28/2026 298
2462 Novo Holdings A/S $1.23B Q1 2026 5/15/2026 22
2463 TRAPHAGEN INVESTMENT ADVISORS LLC $1.23B Q1 2026 4/22/2026 207
2464 CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.23B Q1 2026 4/16/2026 103
2465 First Long Island Investors, LLC $1.23B Q1 2026 5/14/2026 70
2466 Magnus Financial Group LLC $1.23B Q1 2026 4/10/2026 373
2467 Ikarian Capital, LLC $1.23B Q1 2026 5/15/2026 161
2468 Barrett Asset Management, LLC $1.23B Q2 2014 8/4/2014 357
2469 WINDWARD CAPITAL MANAGEMENT CO /CA $1.23B Q1 2026 5/13/2026 69
2470 Inspire Advisors, LLC $1.23B Q1 2026 5/15/2026 663
2471 INTRUST BANK NA $1.23B Q1 2026 5/6/2026 407
2472 WALL STREET ASSOCIATES $1.22B Q1 2014 5/13/2014 308
2473 Winthrop Advisory Group LLC $1.22B Q1 2026 4/13/2026 195
2474 PETREDIS INVESTMENT ADVISORS LLC $1.22B Q1 2026 4/16/2026 108
2475 Strategy Capital LLC $1.22B Q1 2026 5/14/2026 11
2476 Polaris Capital Management, LLC $1.22B Q1 2026 4/27/2026 84
2477 Delta Global Management LP $1.22B Q1 2026 5/15/2026 154
2478 Baskin Financial Services Inc. $1.22B Q1 2026 4/13/2026 53
2479 Airain ltd $1.22B Q2 2014 8/5/2014 741
2480 Gillson Capital LP $1.22B Q1 2026 5/15/2026 69
2481 Coliseum Capital Management, LLC $1.22B Q1 2026 5/15/2026 13
2482 Atairos Group, Inc. $1.22B Q1 2026 5/15/2026 4
2483 Beaumont Financial Partners, LLC $1.22B Q1 2014 5/7/2014 128
2484 Diversified Portfolios, Inc. $1.22B Q1 2026 5/6/2026 174
2485 Stonebridge Financial Group, LLC $1.22B Q1 2026 4/8/2026 262
2486 Kimelman & Baird, LLC $1.22B Q1 2026 5/13/2026 263
2487 NEUMEIER POMA INVESTMENT COUNSEL LLC $1.21B Q1 2026 5/13/2026 41
2488 SlateStone Wealth, LLC $1.21B Q1 2026 5/14/2026 291
2489 CENTRAL SECURITIES CORP $1.21B Q1 2026 5/8/2026 30
2490 Tortoise Investment Management, LLC $1.21B Q1 2026 5/5/2026 252
2491 Leith Wheeler Investment Counsel Ltd. $1.21B Q1 2026 5/7/2026 84
2492 MidFirst Bank $1.21B Q1 2026 5/15/2026 926
2493 Hodges Capital Management Inc. $1.21B Q1 2026 4/28/2026 204
2494 Tanglewood Wealth Management, Inc. $1.21B Q1 2026 4/20/2026 38
2495 Richard C. Young & CO., LTD. $1.21B Q1 2026 5/7/2026 93
2496 Danmarks Nationalbank $1.2B Q1 2026 5/7/2026 1
2497 a16z Perennial Management, L.P. $1.2B Q1 2026 5/11/2026 152
2498 SPX Gestao de Recursos Ltda $1.2B Q1 2026 5/6/2026 82
2499 Vivo Capital, LLC $1.2B Q1 2026 5/20/2026 46
2500 DT Investment Partners, LLC $1.2B Q1 2026 5/14/2026 518
2501 W.G. Shaheen & Associates DBA Whitney & Co $1.2B Q1 2026 5/5/2026 175
2502 JNBA Financial Advisors $1.2B Q1 2026 4/22/2026 819
2503 Guardian Partners Inc. $1.2B Q1 2026 5/15/2026 192
2504 Amplius Wealth Advisors, LLC $1.2B Q1 2026 4/13/2026 175
2505 Anchor Investment Management, LLC $1.2B Q1 2026 5/1/2026 1,067
2506 Callahan Advisors, LLC $1.2B Q1 2026 5/12/2026 177
2507 Heritage Financial Services, LLC $1.2B Q4 2025 2/2/2026 126
2508 KWMG, LLC $1.2B Q1 2026 4/9/2026 147
2509 Shay Capital LLC $1.2B Q1 2026 5/15/2026 471
2510 FIRSTMERIT BANK N A TRUSTEE $1.2B Q2 2014 8/1/2014 302
2511 CONDOR CAPITAL MANAGEMENT $1.2B Q1 2026 5/11/2026 174
2512 JTC Employer Solutions Trustee Ltd $1.2B Q1 2026 5/19/2026 308
2513 TCV Trust & Wealth Management, Inc. $1.19B Q1 2026 4/21/2026 215
2514 Koss-Olinger Consulting, LLC $1.19B Q1 2026 5/7/2026 254
2515 Sone Capital Management, LLC $1.19B Q1 2026 5/15/2026 101
2516 Main Management Fund Advisors LLC $1.19B Q1 2026 5/14/2026 8
2517 Elequin Capital, LP $1.19B Q1 2026 5/11/2026 626
2518 Talbot Financial, LLC $1.19B Q1 2026 4/10/2026 66
2519 BRANDYWINE OAK PRIVATE WEALTH LLC $1.19B Q1 2026 4/20/2026 229
2520 PKO Investment Management Joint-Stock Co $1.19B Q1 2026 4/17/2026 220
2521 Concentric Capital Strategies, LP $1.19B Q1 2026 5/15/2026 312
2522 NORTH TIDE CAPITAL, LLC $1.19B Q1 2014 5/15/2014 24
2523 BHR Capital LLC $1.19B Q1 2014 5/15/2014 47
2524 KLCM Advisors, Inc. $1.19B Q1 2026 4/30/2026 275
2525 MITCHELL GROUP INC $1.19B Q2 2014 7/30/2014 31
2526 Parvus Asset Management Jersey Ltd $1.18B Q1 2026 5/15/2026 1
2527 ARS Wealth Advisors Group, LLC $1.18B Q1 2026 4/15/2026 201
2528 Banyan Partners, LLC $1.18B Q2 2014 8/8/2014 387
2529 FORBES J M & CO LLP $1.18B Q1 2026 4/16/2026 150
2530 CHAI TRUST CO LLC $1.18B Q1 2026 5/15/2026 11
2531 NAYA CAPITAL MANAGEMENT UK LTD $1.18B Q1 2026 5/15/2026 4
2532 Oak Grove Capital LLC $1.18B Q1 2026 5/13/2026 92
2533 Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. $1.18B Q1 2026 5/12/2026 51
2534 One William Street Capital Management, L.P. $1.18B Q1 2026 5/14/2026 16
2535 SKYLINE ASSET MANAGEMENT LP $1.18B Q1 2014 5/15/2014 71
2536 GREEN ARROW CAPITAL MANAGEMENT LLC $1.18B Q1 2014 5/15/2014 213
2537 Park West Asset Management LLC $1.18B Q1 2026 5/15/2026 52
2538 MCDANIEL TERRY & CO $1.18B Q1 2026 5/5/2026 81
2539 Oxbow Advisors, LLC $1.18B Q1 2026 4/27/2026 245
2540 Broad Bay Capital Management, LP $1.18B Q1 2026 5/15/2026 26
2541 Everhart Financial Group, Inc. $1.17B Q1 2026 4/9/2026 464
2542 Transamerica Financial Advisors, LLC $1.17B Q1 2026 5/15/2026 1,940
2543 Journey Advisory Group, LLC $1.17B Q1 2026 5/5/2026 244
2544 Crewe Advisors LLC $1.17B Q1 2026 5/7/2026 1,038
2545 Fiduciary Group, LLC $1.17B Q1 2026 5/11/2026 296
2546 O'Connor Alternative Investments LLC $1.17B Q1 2026 5/15/2026 128
2547 TESUJI PARTNERS, LLC $1.17B Q1 2014 5/13/2014 8
2548 BANK OF NOVA SCOTIA TRUST CO $1.16B Q1 2026 5/13/2026 161
2549 AMICA MUTUAL INSURANCE CO $1.16B Q1 2026 5/5/2026 144
2550 GERMAN AMERICAN BANCORP, INC. $1.16B Q1 2026 5/6/2026 148
2551 ANDERSON HOAGLAND & CO $1.16B Q1 2026 4/7/2026 136
2552 Sandhill Capital Partners LLC $1.16B Q1 2026 5/14/2026 95
2553 Childrens Investment Fund Management (UK) LLP $1.16B Q1 2014 5/15/2014 5
2554 Flagship Pioneering, LLC $1.16B Q1 2026 5/15/2026 5
2555 ZAZOVE ASSOCIATES LLC $1.16B Q4 2025 2/18/2026 160
2556 AltraVue Capital, LLC $1.16B Q1 2026 5/13/2026 27
2557 Bramshill Investments, LLC $1.16B Q1 2026 5/15/2026 155
2558 SNS Financial Group, LLC $1.16B Q1 2026 4/14/2026 208
2559 Townsend & Associates, Inc $1.16B Q1 2026 4/28/2026 115
2560 FourThought Financial Partners, LLC $1.16B Q1 2026 5/7/2026 384
2561 MMCAP International Inc. SPC $1.16B Q1 2026 5/15/2026 244
2562 Sarbit Advisory Services Inc. $1.16B Q1 2014 5/15/2014 37
2563 Polymer Capital Management (HK) LTD $1.16B Q1 2026 5/14/2026 154
2564 White Elm Capital, LLC $1.16B Q1 2014 5/15/2014 28
2565 BTG Pactual Asset Management US LLC $1.16B Q1 2026 5/14/2026 330
2566 Galaxy Digital Inc. $1.16B Q1 2026 5/14/2026 72
2567 MARTIN CURRIE LTD $1.15B Q2 2014 7/31/2014 84
2568 CAMBRIDGE TRUST CO $1.15B Q2 2014 8/8/2014 212
2569 Symetra Investment Management Co $1.15B Q1 2026 5/7/2026 6
2570 Ledyard National Bank $1.15B Q1 2026 4/24/2026 236
2571 WEALTHFRONT Corp $1.15B Q2 2014 7/24/2014 625
2572 NewSquare Capital LLC $1.15B Q1 2026 5/8/2026 211
2573 TAUBE HODSON STONEX PARTNERS LLP $1.15B Q2 2014 7/10/2014 20
2574 Delta Accumulation, LLC $1.15B Q1 2026 5/8/2026 87
2575 Hartford Funds Management Co LLC $1.15B Q1 2026 5/4/2026 96
2576 Trust Point Inc. $1.15B Q1 2026 4/15/2026 521
2577 ORANGE CAPITAL, LLC $1.15B Q1 2014 5/15/2014 15
2578 GODSEY & GIBB, INC $1.15B Q1 2026 4/20/2026 389
2579 MEANS INVESTMENT CO., INC. $1.15B Q1 2026 4/24/2026 212
2580 Hikari Power Ltd $1.15B Q1 2026 4/29/2026 51
2581 Anson Funds Management LP $1.15B Q1 2026 5/18/2026 129
2582 SWF LLC $1.15B Q1 2026 5/14/2026 11
2583 Heartwood Wealth Advisors LLC $1.15B Q1 2026 4/7/2026 223
2584 HENGEHOLD CAPITAL MANAGEMENT LLC $1.14B Q1 2026 4/15/2026 213
2585 Serengeti Asset Management LP $1.14B Q1 2014 5/15/2014 41
2586 Spartan Wealth Advisory Services LLC $1.14B Q1 2026 5/6/2026 311
2587 Banco BTG Pactual S.A. $1.14B Q1 2026 5/12/2026 185
2588 Man Investments Ltd $1.14B Q1 2014 5/15/2014 683
2589 Wescott Financial Advisory Group, LLC $1.14B Q1 2026 5/12/2026 193
2590 Rossmore Private Capital $1.14B Q1 2026 5/1/2026 343
2591 Northside Capital Management, LLC $1.14B Q1 2026 4/10/2026 193
2592 EnCap Energy Capital Fund XI, L.P. $1.14B Q4 2025 2/17/2026 3
2593 Pale Fire Capital SE $1.14B Q1 2026 5/14/2026 60
2594 Arlington Trust Co LLC $1.13B Q1 2026 4/8/2026 844
2595 Alua Capital Management LP $1.13B Q1 2026 5/15/2026 15
2596 SP Asset Management LLC $1.13B Q1 2026 5/6/2026 119
2597 Hook Mill Capital Partners, LP $1.13B Q1 2026 5/15/2026 39
2598 Oriental Harbor Investment Master Fund $1.13B Q1 2026 4/28/2026 12
2599 WS MANAGEMENT LLLP $1.13B Q1 2026 5/14/2026 56
2600 American Trust $1.13B Q1 2026 5/1/2026 313