Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2401 | E-L Financial Corp Ltd | $1.27B | Q4 2025 | 2/4/2026 | 1 |
| 2402 | NATIONAL PLANNING CORP | $1.27B | Q2 2014 | 7/16/2014 | 757 |
| 2403 | Windham Capital Management, LLC | $1.27B | Q2 2014 | 8/5/2014 | 27 |
| 2404 | TFS CAPITAL LLC | $1.27B | Q2 2014 | 7/21/2014 | 1,093 |
| 2405 | Turtle Creek Wealth Advisors, LLC | $1.27B | Q4 2025 | 1/28/2026 | 385 |
| 2406 | Hikari Power Ltd | $1.27B | Q4 2025 | 2/4/2026 | 63 |
| 2407 | M.D. Sass, LLC | $1.27B | Q4 2025 | 2/10/2026 | 35 |
| 2408 | MATLINPATTERSON GLOBAL ADVISERS LLC | $1.27B | Q1 2014 | 5/15/2014 | 14 |
| 2409 | Perennial Investment Advisors, LLC | $1.27B | Q4 2025 | 2/17/2026 | 511 |
| 2410 | Trust Point Inc. | $1.27B | Q4 2025 | 1/13/2026 | 479 |
| 2411 | LGT Fund Management Co Ltd. | $1.27B | Q4 2025 | 2/5/2026 | 218 |
| 2412 | SP Asset Management LLC | $1.26B | Q4 2025 | 1/28/2026 | 137 |
| 2413 | Wellspring Financial Advisors, LLC | $1.26B | Q4 2025 | 2/11/2026 | 274 |
| 2414 | Manikay Partners, LLC | $1.26B | Q1 2014 | 5/15/2014 | 25 |
| 2415 | CGN Advisors LLC | $1.26B | Q4 2025 | 1/5/2026 | 313 |
| 2416 | WINDWARD CAPITAL MANAGEMENT CO /CA | $1.26B | Q4 2025 | 1/28/2026 | 73 |
| 2417 | Technology Crossover Management VII, Ltd. | $1.26B | Q1 2014 | 5/12/2014 | 5 |
| 2418 | NAN FUNG TRINITY (HK) Ltd | $1.26B | Q4 2025 | 2/4/2026 | 78 |
| 2419 | ALGEBRIS (UK) LTD | $1.26B | Q4 2025 | 2/10/2026 | 79 |
| 2420 | MONECO ADVISORS, LLC | $1.26B | Q4 2025 | 2/4/2026 | 507 |
| 2421 | Atom Investors LP | $1.26B | Q4 2025 | 2/17/2026 | 556 |
| 2422 | Fideuram Asset Management (Ireland) dac | $1.26B | Q4 2025 | 2/10/2026 | 670 |
| 2423 | IndexIQ Advisors LLC | $1.26B | Q2 2014 | 8/4/2014 | 222 |
| 2424 | Hudson Way Capital Management LLC | $1.26B | Q4 2025 | 2/17/2026 | 17 |
| 2425 | Signal Advisors Wealth, LLC | $1.26B | Q4 2025 | 1/13/2026 | 502 |
| 2426 | W.G. Shaheen & Associates DBA Whitney & Co | $1.26B | Q4 2025 | 1/30/2026 | 174 |
| 2427 | MidFirst Bank | $1.26B | Q4 2025 | 2/25/2026 | 789 |
| 2428 | Robinhood Asset Management, LLC | $1.26B | Q4 2025 | 1/21/2026 | 80 |
| 2429 | Penn Capital Management Company, LLC | $1.25B | Q4 2025 | 2/9/2026 | 165 |
| 2430 | PKO Investment Management Joint-Stock Co | $1.25B | Q4 2025 | 2/2/2026 | 218 |
| 2431 | FIRST MERCANTILE TRUST CO | $1.25B | Q2 2014 | 7/22/2014 | 1,148 |
| 2432 | Kopernik Global Investors, LLC | $1.25B | Q4 2025 | 2/13/2026 | 27 |
| 2433 | Bares Capital Management, Inc. | $1.25B | Q1 2014 | 5/16/2014 | 69 |
| 2434 | Bangor Savings Bank | $1.25B | Q1 2026 | 4/1/2026 | 542 |
| 2435 | Walthausen & Co., LLC | $1.25B | Q1 2014 | 5/12/2014 | 112 |
| 2436 | RMR Wealth Builders | $1.25B | Q4 2025 | 1/29/2026 | 275 |
| 2437 | MBL Wealth, LLC | $1.25B | Q4 2025 | 1/21/2026 | 293 |
| 2438 | Guardian Partners Inc. | $1.25B | Q4 2025 | 2/17/2026 | 201 |
| 2439 | Callodine Capital Management, LP | $1.25B | Q4 2025 | 2/13/2026 | 52 |
| 2440 | CENTRAL SECURITIES CORP | $1.24B | Q4 2025 | 2/10/2026 | 29 |
| 2441 | First Financial Bank - Trust Division | $1.24B | Q1 2026 | 4/1/2026 | 197 |
| 2442 | Advisor OS, LLC | $1.24B | Q4 2025 | 2/4/2026 | 498 |
| 2443 | K2 PRINCIPAL FUND, L.P. | $1.24B | Q4 2025 | 2/13/2026 | 410 |
| 2444 | Optimus Prime Fund Management Co., Ltd. | $1.24B | Q4 2025 | 2/17/2026 | 25 |
| 2445 | Retirement Investment Advisors, Inc. | $1.24B | Q4 2025 | 1/21/2026 | 65 |
| 2446 | TITLEIST ASSET MANAGEMENT, LLC | $1.24B | Q4 2025 | 2/12/2026 | 378 |
| 2447 | J. L. Bainbridge & Co., Inc. | $1.24B | Q4 2025 | 1/14/2026 | 107 |
| 2448 | Tweedy, Browne Co LLC | $1.24B | Q4 2025 | 2/3/2026 | 96 |
| 2449 | TCV Trust & Wealth Management, Inc. | $1.24B | Q4 2025 | 1/23/2026 | 228 |
| 2450 | LRI Investments, LLC | $1.24B | Q4 2025 | 2/4/2026 | 1,354 |
| 2451 | Washington Trust Advisors, Inc. | $1.24B | Q1 2026 | 4/6/2026 | 684 |
| 2452 | GENERAL MOTORS INVESTMENT MANAGEMENT CORP | $1.24B | Q2 2014 | 8/8/2014 | 928 |
| 2453 | Fine Capital Partners, L.P. | $1.24B | Q1 2014 | 5/14/2014 | 20 |
| 2454 | CONDOR CAPITAL MANAGEMENT | $1.24B | Q4 2025 | 2/6/2026 | 183 |
| 2455 | FORBES J M & CO LLP | $1.24B | Q4 2025 | 1/21/2026 | 141 |
| 2456 | KIM, LLC | $1.23B | Q4 2025 | 2/2/2026 | 76 |
| 2457 | Quent Long Short Global Small Cap Fund, LP | $1.23B | Q4 2025 | 1/28/2026 | 298 |
| 2458 | Stadion Money Management, LLC | $1.23B | Q4 2025 | 2/17/2026 | 25 |
| 2459 | Sone Capital Management, LLC | $1.23B | Q4 2025 | 2/17/2026 | 100 |
| 2460 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1.23B | Q4 2025 | 2/17/2026 | 26 |
| 2461 | Anchor Investment Management, LLC | $1.23B | Q4 2025 | 2/26/2026 | 1,046 |
| 2462 | 49 WEALTH MANAGEMENT, LLC | $1.23B | Q4 2025 | 2/4/2026 | 200 |
| 2463 | Compass Rose Asset Management, LP | $1.23B | Q4 2025 | 2/11/2026 | 25 |
| 2464 | PARK PRESIDIO CAPITAL LLC | $1.23B | Q4 2025 | 2/17/2026 | 15 |
| 2465 | Barrett Asset Management, LLC | $1.23B | Q2 2014 | 8/4/2014 | 357 |
| 2466 | Aquamarine Financial (Cayman) Ltd | $1.23B | Q4 2025 | 1/28/2026 | 13 |
| 2467 | MANGROVE PARTNERS IM, LLC | $1.23B | Q4 2025 | 2/17/2026 | 371 |
| 2468 | XML Financial, LLC | $1.23B | Q4 2025 | 2/11/2026 | 442 |
| 2469 | Clear Creek Financial Management, LLC | $1.23B | Q4 2025 | 1/23/2026 | 581 |
| 2470 | WALL STREET ASSOCIATES | $1.22B | Q1 2014 | 5/13/2014 | 308 |
| 2471 | WAYCROSS PARTNERS, LLC | $1.22B | Q4 2025 | 1/14/2026 | 94 |
| 2472 | QV Investors Inc. | $1.22B | Q4 2025 | 1/20/2026 | 64 |
| 2473 | WS MANAGEMENT LLLP | $1.22B | Q4 2025 | 2/17/2026 | 46 |
| 2474 | Airain ltd | $1.22B | Q2 2014 | 8/5/2014 | 741 |
| 2475 | Coliseum Capital Management, LLC | $1.22B | Q4 2025 | 2/17/2026 | 13 |
| 2476 | Hartford Funds Management Co LLC | $1.22B | Q4 2025 | 2/6/2026 | 97 |
| 2477 | Two Creeks Capital Management, LP | $1.22B | Q4 2025 | 2/17/2026 | 26 |
| 2478 | Parsifal Capital Management, LP | $1.22B | Q4 2025 | 2/17/2026 | 18 |
| 2479 | BROWN CAPITAL MANAGEMENT LLC | $1.22B | Q4 2025 | 2/17/2026 | 55 |
| 2480 | RKL Wealth Management LLC | $1.22B | Q4 2025 | 2/12/2026 | 183 |
| 2481 | HMI Capital Management, L.P. | $1.22B | Q4 2025 | 2/17/2026 | 10 |
| 2482 | CARDIFF PARK ADVISORS, LLC | $1.22B | Q4 2025 | 2/17/2026 | 347 |
| 2483 | Beaumont Financial Partners, LLC | $1.22B | Q1 2014 | 5/7/2014 | 128 |
| 2484 | One Day In July LLC | $1.22B | Q4 2025 | 2/4/2026 | 147 |
| 2485 | Summit Financial Strategies, Inc. | $1.22B | Q4 2025 | 1/27/2026 | 166 |
| 2486 | Callahan Advisors, LLC | $1.22B | Q4 2025 | 2/6/2026 | 174 |
| 2487 | FISHMAN JAY A LTD/MI | $1.22B | Q4 2025 | 1/28/2026 | 82 |
| 2488 | TRAPHAGEN INVESTMENT ADVISORS LLC | $1.22B | Q4 2025 | 1/27/2026 | 196 |
| 2489 | Talbot Financial, LLC | $1.21B | Q4 2025 | 1/21/2026 | 68 |
| 2490 | Caligan Partners LP | $1.21B | Q4 2025 | 2/17/2026 | 24 |
| 2491 | AltraVue Capital, LLC | $1.21B | Q4 2025 | 2/11/2026 | 27 |
| 2492 | NEUMEIER POMA INVESTMENT COUNSEL LLC | $1.21B | Q4 2025 | 2/11/2026 | 43 |
| 2493 | Qsemble Capital Management, LP | $1.21B | Q4 2025 | 2/5/2026 | 465 |
| 2494 | DT Investment Partners, LLC | $1.21B | Q4 2025 | 2/10/2026 | 542 |
| 2495 | INTRUST BANK NA | $1.21B | Q4 2025 | 2/6/2026 | 390 |
| 2496 | AMERICAN EXPRESS CO | $1.21B | Q4 2025 | 2/6/2026 | 1 |
| 2497 | Polaris Capital Management, LLC | $1.21B | Q4 2025 | 1/29/2026 | 89 |
| 2498 | Park West Asset Management LLC | $1.2B | Q4 2025 | 2/17/2026 | 48 |
| 2499 | Diversified Portfolios, Inc. | $1.2B | Q4 2025 | 2/9/2026 | 181 |
| 2500 | Chescapmanager LLC | $1.2B | Q4 2025 | 2/13/2026 | 26 |
| 2501 | Clearwater Capital Advisors, LLC | $1.2B | Q4 2025 | 2/9/2026 | 163 |
| 2502 | Clean Energy Transition LLP | $1.2B | Q4 2025 | 2/13/2026 | 12 |
| 2503 | Headlands Technologies LLC | $1.2B | Q4 2025 | 2/13/2026 | 654 |
| 2504 | Heritage Financial Services, LLC | $1.2B | Q4 2025 | 2/2/2026 | 126 |
| 2505 | Transamerica Financial Advisors, LLC | $1.2B | Q4 2025 | 2/13/2026 | 1,824 |
| 2506 | FIRSTMERIT BANK N A TRUSTEE | $1.2B | Q2 2014 | 8/1/2014 | 302 |
| 2507 | METEORA CAPITAL, LLC | $1.2B | Q4 2025 | 2/17/2026 | 420 |
| 2508 | SlateStone Wealth, LLC | $1.2B | Q4 2025 | 2/11/2026 | 296 |
| 2509 | Estate Counselors, LLC | $1.19B | Q4 2025 | 2/2/2026 | 90 |
| 2510 | Longaeva Partners L.P. | $1.19B | Q4 2025 | 2/17/2026 | 119 |
| 2511 | Amplius Wealth Advisors, LLC | $1.19B | Q4 2025 | 1/12/2026 | 177 |
| 2512 | BRANDYWINE OAK PRIVATE WEALTH LLC | $1.19B | Q4 2025 | 2/3/2026 | 234 |
| 2513 | Fiduciary Group, LLC | $1.19B | Q4 2025 | 2/12/2026 | 296 |
| 2514 | American Trust | $1.19B | Q4 2025 | 2/17/2026 | 328 |
| 2515 | Journey Advisory Group, LLC | $1.19B | Q4 2025 | 1/27/2026 | 262 |
| 2516 | MMBG INVESTMENT ADVISORS CO. | $1.19B | Q4 2025 | 2/9/2026 | 177 |
| 2517 | Falcon Wealth Planning | $1.19B | Q4 2025 | 2/3/2026 | 216 |
| 2518 | HENGEHOLD CAPITAL MANAGEMENT LLC | $1.19B | Q4 2025 | 1/15/2026 | 219 |
| 2519 | MEANS INVESTMENT CO., INC. | $1.19B | Q4 2025 | 1/26/2026 | 186 |
| 2520 | NORTH TIDE CAPITAL, LLC | $1.19B | Q1 2014 | 5/15/2014 | 24 |
| 2521 | BHR Capital LLC | $1.19B | Q1 2014 | 5/15/2014 | 47 |
| 2522 | MITCHELL GROUP INC | $1.19B | Q2 2014 | 7/30/2014 | 31 |
| 2523 | FourThought Financial Partners, LLC | $1.18B | Q4 2025 | 2/6/2026 | 504 |
| 2524 | Banyan Partners, LLC | $1.18B | Q2 2014 | 8/8/2014 | 387 |
| 2525 | Kintegral Advisory, LLC | $1.18B | Q4 2025 | 2/12/2026 | 234 |
| 2526 | Sagefield Capital LP | $1.18B | Q4 2025 | 2/17/2026 | 102 |
| 2527 | Winthrop Advisory Group LLC | $1.18B | Q4 2025 | 1/21/2026 | 188 |
| 2528 | OAKTOP CAPITAL MANAGEMENT II, L.P. | $1.18B | Q4 2025 | 2/17/2026 | 13 |
| 2529 | SKYLINE ASSET MANAGEMENT LP | $1.18B | Q1 2014 | 5/15/2014 | 71 |
| 2530 | GREEN ARROW CAPITAL MANAGEMENT LLC | $1.18B | Q1 2014 | 5/15/2014 | 213 |
| 2531 | LINCLUDEN MANAGEMENT LTD | $1.18B | Q4 2025 | 1/30/2026 | 71 |
| 2532 | Sovran Advisors, LLC | $1.18B | Q4 2025 | 1/20/2026 | 551 |
| 2533 | North Peak Capital Management, LLC | $1.18B | Q4 2025 | 2/13/2026 | 10 |
| 2534 | GERMAN AMERICAN BANCORP, INC. | $1.17B | Q4 2025 | 2/17/2026 | 125 |
| 2535 | J. Stern & Co. LLP | $1.17B | Q4 2025 | 2/24/2026 | 43 |
| 2536 | Stonebridge Financial Group, LLC | $1.17B | Q4 2025 | 1/21/2026 | 248 |
| 2537 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $1.17B | Q4 2025 | 2/11/2026 | 184 |
| 2538 | TAIYO LIFE INSURANCE CO | $1.17B | Q4 2025 | 1/30/2026 | 10 |
| 2539 | QVT Financial LP | $1.17B | Q4 2025 | 2/13/2026 | 56 |
| 2540 | TESUJI PARTNERS, LLC | $1.17B | Q1 2014 | 5/13/2014 | 8 |
| 2541 | WOODSTOCK CORP | $1.17B | Q4 2025 | 1/14/2026 | 156 |
| 2542 | KLCM Advisors, Inc. | $1.16B | Q4 2025 | 2/4/2026 | 260 |
| 2543 | Hodges Capital Management Inc. | $1.16B | Q4 2025 | 2/11/2026 | 200 |
| 2544 | DELTA ASSET MANAGEMENT LLC/TN | $1.16B | Q4 2025 | 2/9/2026 | 601 |
| 2545 | ANDERSON HOAGLAND & CO | $1.16B | Q4 2025 | 1/5/2026 | 143 |
| 2546 | Childrens Investment Fund Management (UK) LLP | $1.16B | Q1 2014 | 5/15/2014 | 5 |
| 2547 | MHR FUND MANAGEMENT LLC | $1.16B | Q4 2025 | 2/17/2026 | 10 |
| 2548 | Legato Capital Management LLC | $1.16B | Q4 2025 | 2/6/2026 | 750 |
| 2549 | SORA INVESTORS LLC | $1.16B | Q4 2025 | 2/17/2026 | 84 |
| 2550 | ZAZOVE ASSOCIATES LLC | $1.16B | Q4 2025 | 2/18/2026 | 160 |
| 2551 | CONNORS INVESTOR SERVICES INC | $1.16B | Q4 2025 | 2/9/2026 | 151 |
| 2552 | SNS Financial Group, LLC | $1.16B | Q4 2025 | 2/2/2026 | 204 |
| 2553 | GSA CAPITAL PARTNERS LLP | $1.16B | Q4 2025 | 2/6/2026 | 1,617 |
| 2554 | Ledyard National Bank | $1.16B | Q4 2025 | 1/21/2026 | 240 |
| 2555 | CHAI TRUST CO LLC | $1.16B | Q4 2025 | 2/17/2026 | 11 |
| 2556 | KWMG, LLC | $1.16B | Q4 2025 | 1/16/2026 | 149 |
| 2557 | LEVIN CAPITAL STRATEGIES, L.P. | $1.16B | Q4 2025 | 1/30/2026 | 215 |
| 2558 | Sarbit Advisory Services Inc. | $1.16B | Q1 2014 | 5/15/2014 | 37 |
| 2559 | Consolidated Portfolio Review Corp | $1.16B | Q4 2025 | 1/26/2026 | 34 |
| 2560 | Strategic Investment Advisors / MI | $1.16B | Q4 2025 | 2/17/2026 | 240 |
| 2561 | White Elm Capital, LLC | $1.16B | Q1 2014 | 5/15/2014 | 28 |
| 2562 | MARTIN CURRIE LTD | $1.15B | Q2 2014 | 7/31/2014 | 84 |
| 2563 | CAMBRIDGE TRUST CO | $1.15B | Q2 2014 | 8/8/2014 | 212 |
| 2564 | Nilsine Partners, LLC | $1.15B | Q4 2025 | 1/15/2026 | 400 |
| 2565 | WEALTHFRONT Corp | $1.15B | Q2 2014 | 7/24/2014 | 625 |
| 2566 | SYLEBRA CAPITAL LLC | $1.15B | Q4 2025 | 2/18/2026 | 11 |
| 2567 | Symmetry Investments LP | $1.15B | Q4 2025 | 2/17/2026 | 148 |
| 2568 | TAUBE HODSON STONEX PARTNERS LLP | $1.15B | Q2 2014 | 7/10/2014 | 20 |
| 2569 | BANK HAPOALIM BM | $1.15B | Q4 2025 | 2/17/2026 | 114 |
| 2570 | Northside Capital Management, LLC | $1.15B | Q4 2025 | 1/7/2026 | 201 |
| 2571 | Dorsey Asset Management, LLC | $1.15B | Q4 2025 | 2/17/2026 | 10 |
| 2572 | AMICA MUTUAL INSURANCE CO | $1.15B | Q4 2025 | 2/10/2026 | 142 |
| 2573 | ORANGE CAPITAL, LLC | $1.15B | Q1 2014 | 5/15/2014 | 15 |
| 2574 | BANK OF NOVA SCOTIA TRUST CO | $1.15B | Q4 2025 | 2/12/2026 | 164 |
| 2575 | MCDANIEL TERRY & CO | $1.15B | Q4 2025 | 2/10/2026 | 76 |
| 2576 | Electrum Group LLC | $1.15B | Q4 2025 | 2/11/2026 | 9 |
| 2577 | Wescott Financial Advisory Group, LLC | $1.15B | Q4 2025 | 2/12/2026 | 186 |
| 2578 | JNBA Financial Advisors | $1.14B | Q4 2025 | 1/26/2026 | 796 |
| 2579 | Serengeti Asset Management LP | $1.14B | Q1 2014 | 5/15/2014 | 41 |
| 2580 | Unison Advisors LLC | $1.14B | Q4 2025 | 1/21/2026 | 177 |
| 2581 | Man Investments Ltd | $1.14B | Q1 2014 | 5/15/2014 | 683 |
| 2582 | PRIVATE TRUST CO NA | $1.14B | Q4 2025 | 1/26/2026 | 2,547 |
| 2583 | Tortoise Investment Management, LLC | $1.14B | Q4 2025 | 2/6/2026 | 240 |
| 2584 | EnCap Energy Capital Fund XI, L.P. | $1.14B | Q4 2025 | 2/17/2026 | 3 |
| 2585 | Oxbow Advisors, LLC | $1.14B | Q4 2025 | 2/4/2026 | 250 |
| 2586 | NewSquare Capital LLC | $1.13B | Q4 2025 | 2/17/2026 | 182 |
| 2587 | Salomon & Ludwin, LLC | $1.13B | Q4 2025 | 1/28/2026 | 2,142 |
| 2588 | Crewe Advisors LLC | $1.13B | Q4 2025 | 1/16/2026 | 1,099 |
| 2589 | Harvey Partners, LLC | $1.13B | Q4 2025 | 2/17/2026 | 44 |
| 2590 | Technology Crossover Management IX, Ltd. | $1.13B | Q4 2025 | 2/6/2026 | 6 |
| 2591 | TD Capital Management LLC | $1.13B | Q4 2025 | 2/26/2026 | 818 |
| 2592 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $1.13B | Q4 2025 | 2/11/2026 | 48 |
| 2593 | CLOUGH CAPITAL PARTNERS L P | $1.13B | Q4 2025 | 2/17/2026 | 108 |
| 2594 | GUARDIAN LIFE INSURANCE CO OF AMERICA | $1.13B | Q1 2014 | 5/14/2014 | 581 |
| 2595 | BEACH INVESTMENT COUNSEL INC/PA | $1.13B | Q2 2014 | 7/22/2014 | 174 |
| 2596 | Caldwell Trust Co | $1.13B | Q4 2025 | 1/30/2026 | 754 |
| 2597 | PALLADIUM PARTNERS LLC | $1.12B | Q2 2014 | 8/1/2014 | 250 |
| 2598 | Rossmore Private Capital | $1.12B | Q4 2025 | 2/5/2026 | 347 |
| 2599 | WEATHERBIE CAPITAL, LLC | $1.12B | Q2 2014 | 8/8/2014 | 75 |
| 2600 | Townsend & Associates, Inc | $1.12B | Q4 2025 | 1/26/2026 | 115 |