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 PAYDEN & RYGEL $1.3B Q1 2026 5/12/2026 114
2402 Greenbrier Partners Capital Management, LLC $1.3B Q1 2026 5/15/2026 11
2403 Private Wealth Partners, LLC $1.3B Q1 2026 4/28/2026 169
2404 MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1.3B Q1 2026 5/12/2026 143
2405 MPM BioImpact LLC $1.29B Q1 2026 5/15/2026 41
2406 KRYGER CAPITAL Ltd $1.29B Q4 2025 2/17/2026 50
2407 DREMAN VALUE MANAGEMENT, L L C $1.29B Q1 2014 5/15/2014 418
2408 Marble Arch Investments, LP $1.29B Q1 2014 5/15/2014 21
2409 ALTA CAPITAL MANAGEMENT LLC/ $1.29B Q1 2026 5/8/2026 100
2410 Syntegra Private Wealth Group, LLC $1.29B Q2 2026 7/15/2026 202
2411 a16z Capital Management, L.L.C. $1.29B Q1 2026 5/15/2026 16
2412 Penn Capital Management Company, LLC $1.29B Q1 2026 5/6/2026 172
2413 Charter Oak Capital Management, LLC $1.29B Q1 2026 4/24/2026 208
2414 MONECO ADVISORS, LLC $1.29B Q1 2026 5/7/2026 515
2415 VTL Associates, LLC $1.29B Q1 2014 5/15/2014 1,719
2416 HENGEHOLD CAPITAL MANAGEMENT LLC $1.29B Q2 2026 7/16/2026 229
2417 Heartwood Wealth Advisors LLC $1.29B Q2 2026 7/17/2026 227
2418 Colonial Trust Advisors $1.29B Q1 2026 5/12/2026 726
2419 CREDIT INDUSTRIEL ET COMMERCIAL $1.28B Q1 2026 4/29/2026 349
2420 Echo Street Capital Management LLC $1.28B Q1 2014 5/14/2014 125
2421 INVERNESS COUNSEL LLC /NY/ $1.28B Q2 2014 7/17/2014 125
2422 Baader Bank Aktiengesellschaft $1.28B Q1 2026 5/8/2026 417
2423 Nilsine Partners, LLC $1.28B Q1 2026 4/29/2026 416
2424 Penobscot Investment Management Company, Inc. $1.28B Q1 2026 4/29/2026 311
2425 ARS Wealth Advisors Group, LLC $1.28B Q2 2026 7/16/2026 220
2426 FRIESS ASSOCIATES LLC $1.28B Q1 2014 5/15/2014 147
2427 Camber Capital Management LP $1.28B Q1 2014 5/15/2014 39
2428 ANDERSON HOAGLAND & CO $1.28B Q2 2026 7/6/2026 137
2429 Sovran Advisors, LLC $1.27B Q1 2026 5/1/2026 578
2430 Clark Asset Management, LLC $1.27B Q2 2026 7/7/2026 294
2431 Fort Baker Capital Management LP $1.27B Q1 2026 5/15/2026 121
2432 COZAD ASSET MANAGEMENT INC $1.27B Q1 2026 5/28/2026 421
2433 NATIONAL PLANNING CORP $1.27B Q2 2014 7/16/2014 757
2434 FORBES J M & CO LLP $1.27B Q2 2026 7/20/2026 159
2435 Edgemoor Investment Advisors, Inc. $1.27B Q1 2026 5/13/2026 170
2436 Windham Capital Management, LLC $1.27B Q2 2014 8/5/2014 27
2437 TFS CAPITAL LLC $1.27B Q2 2014 7/21/2014 1,093
2438 Baskin Financial Services Inc. $1.27B Q2 2026 7/13/2026 54
2439 RMR Wealth Builders $1.27B Q1 2026 4/22/2026 277
2440 J. L. Bainbridge & Co., Inc. $1.27B Q2 2026 7/22/2026 115
2441 Summit Financial Strategies, Inc. $1.27B Q1 2026 5/1/2026 170
2442 P/E Global LLC $1.27B Q1 2026 4/9/2026 7
2443 MATLINPATTERSON GLOBAL ADVISERS LLC $1.27B Q1 2014 5/15/2014 14
2444 PPSC Investment Service Corp $1.27B Q1 2026 4/23/2026 8
2445 Teilinger Capital Ltd. $1.27B Q1 2026 5/13/2026 15
2446 Manikay Partners, LLC $1.26B Q1 2014 5/15/2014 25
2447 Technology Crossover Management VII, Ltd. $1.26B Q1 2014 5/12/2014 5
2448 NOVARE CAPITAL MANAGEMENT LLC $1.26B Q1 2026 4/17/2026 195
2449 Triad Wealth Partners, LLC $1.26B Q1 2026 4/16/2026 478
2450 Tweedy, Browne Co LLC $1.26B Q1 2026 5/6/2026 93
2451 NIXON PEABODY TRUST CO $1.26B Q1 2026 4/27/2026 161
2452 IndexIQ Advisors LLC $1.26B Q2 2014 8/4/2014 222
2453 Conservest Capital Advisors, Inc. $1.26B Q2 2026 7/22/2026 132
2454 Harvey Partners, LLC $1.26B Q1 2026 5/15/2026 47
2455 Dorsey Asset Management, LLC $1.26B Q1 2026 5/15/2026 11
2456 Perennial Investment Advisors, LLC $1.26B Q1 2026 5/15/2026 511
2457 Dundas Partners LLP $1.25B Q1 2026 5/14/2026 49
2458 Teewinot Capital Advisers, L.L.C. $1.25B Q1 2026 5/15/2026 33
2459 FIRST MERCANTILE TRUST CO $1.25B Q2 2014 7/22/2014 1,148
2460 Bares Capital Management, Inc. $1.25B Q1 2014 5/16/2014 69
2461 CARDIFF PARK ADVISORS, LLC $1.25B Q1 2026 5/15/2026 373
2462 Walthausen & Co., LLC $1.25B Q1 2014 5/12/2014 112
2463 Galvin, Gaustad & Stein, LLC $1.25B Q1 2026 5/14/2026 252
2464 TRANSCEND CAPITAL ADVISORS, LLC $1.25B Q1 2026 5/13/2026 721
2465 Limestone Investment Advisors LP $1.25B Q1 2026 5/15/2026 399
2466 Liberty Mutual Group Asset Management Inc. $1.25B Q1 2026 5/15/2026 29
2467 One Day In July LLC $1.25B Q1 2026 5/5/2026 153
2468 Fullerton Fund Management Co Ltd. $1.25B Q1 2026 5/15/2026 125
2469 Ledyard National Bank $1.25B Q2 2026 7/16/2026 255
2470 LRI Investments, LLC $1.24B Q2 2026 7/14/2026 1,954
2471 VANGUARD ASSET MANAGEMENT, Ltd $1.24B Q1 2026 5/15/2026 38
2472 Stony Point Capital LLC $1.24B Q1 2026 5/15/2026 32
2473 BlackBarn Capital Partners LP $1.24B Q1 2026 5/15/2026 21
2474 Hemenway Trust Co LLC $1.24B Q1 2026 5/7/2026 135
2475 Certified Advisory Corp $1.24B Q2 2026 7/16/2026 327
2476 XML Financial, LLC $1.24B Q1 2026 4/16/2026 421
2477 Linden Thomas Advisory Services, LLC $1.24B Q2 2026 7/16/2026 542
2478 Clearwater Capital Advisors, LLC $1.24B Q1 2026 5/13/2026 177
2479 Washington Trust Advisors, Inc. $1.24B Q1 2026 4/6/2026 684
2480 GENERAL MOTORS INVESTMENT MANAGEMENT CORP $1.24B Q2 2014 8/8/2014 928
2481 CULLINAN ASSOCIATES INC $1.24B Q1 2026 5/1/2026 207
2482 MANGROVE PARTNERS IM, LLC $1.24B Q1 2026 5/15/2026 427
2483 Fine Capital Partners, L.P. $1.24B Q1 2014 5/14/2014 20
2484 Greylock XIV GP LLC $1.24B Q1 2026 5/1/2026 1
2485 HARBOR CAPITAL ADVISORS, INC. $1.23B Q1 2026 4/28/2026 1,211
2486 Quent Long Short Global Small Cap Fund, LP $1.23B Q4 2025 1/28/2026 298
2487 Novo Holdings A/S $1.23B Q1 2026 5/15/2026 22
2488 First Long Island Investors, LLC $1.23B Q1 2026 5/14/2026 70
2489 Ikarian Capital, LLC $1.23B Q1 2026 5/15/2026 161
2490 MATRIX ASSET ADVISORS INC/NY $1.23B Q2 2026 7/15/2026 106
2491 Barrett Asset Management, LLC $1.23B Q2 2014 8/4/2014 357
2492 WINDWARD CAPITAL MANAGEMENT CO /CA $1.23B Q1 2026 5/13/2026 69
2493 Inspire Advisors, LLC $1.23B Q1 2026 5/15/2026 663
2494 INTRUST BANK NA $1.23B Q1 2026 5/6/2026 407
2495 ZAZOVE ASSOCIATES LLC $1.22B Q2 2026 7/16/2026 151
2496 WALL STREET ASSOCIATES $1.22B Q1 2014 5/13/2014 308
2497 Strategy Capital LLC $1.22B Q1 2026 5/14/2026 11
2498 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $1.22B Q2 2026 7/16/2026 180
2499 Polaris Capital Management, LLC $1.22B Q1 2026 4/27/2026 84
2500 Delta Global Management LP $1.22B Q1 2026 5/15/2026 154
2501 Northside Capital Management, LLC $1.22B Q2 2026 7/10/2026 187
2502 Airain ltd $1.22B Q2 2014 8/5/2014 741
2503 Gillson Capital LP $1.22B Q1 2026 5/15/2026 69
2504 Coliseum Capital Management, LLC $1.22B Q1 2026 5/15/2026 13
2505 GODSEY & GIBB, INC $1.22B Q2 2026 7/13/2026 383
2506 Atairos Group, Inc. $1.22B Q1 2026 5/15/2026 4
2507 Once Capital Management, LLC $1.22B Q2 2026 7/22/2026 24
2508 Beaumont Financial Partners, LLC $1.22B Q1 2014 5/7/2014 128
2509 Diversified Portfolios, Inc. $1.22B Q1 2026 5/6/2026 174
2510 Kimelman & Baird, LLC $1.22B Q1 2026 5/13/2026 263
2511 NEUMEIER POMA INVESTMENT COUNSEL LLC $1.21B Q1 2026 5/13/2026 41
2512 CENTRAL SECURITIES CORP $1.21B Q1 2026 5/8/2026 30
2513 Tortoise Investment Management, LLC $1.21B Q1 2026 5/5/2026 252
2514 Leith Wheeler Investment Counsel Ltd. $1.21B Q1 2026 5/7/2026 84
2515 MidFirst Bank $1.21B Q1 2026 5/15/2026 926
2516 Hodges Capital Management Inc. $1.21B Q1 2026 4/28/2026 204
2517 MOODY NATIONAL BANK TRUST DIVISION $1.21B Q2 2026 7/7/2026 496
2518 Tanglewood Wealth Management, Inc. $1.21B Q1 2026 4/20/2026 38
2519 Richard C. Young & CO., LTD. $1.21B Q1 2026 5/7/2026 93
2520 Cooper Financial Group $1.21B Q2 2026 7/8/2026 451
2521 a16z Perennial Management, L.P. $1.2B Q1 2026 5/11/2026 152
2522 WOODSTOCK CORP $1.2B Q2 2026 7/13/2026 163
2523 SPX Gestao de Recursos Ltda $1.2B Q1 2026 5/6/2026 82
2524 Vivo Capital, LLC $1.2B Q1 2026 5/20/2026 46
2525 DT Investment Partners, LLC $1.2B Q1 2026 5/14/2026 518
2526 TRUST CO OF TOLEDO NA /OH/ $1.2B Q2 2026 7/16/2026 865
2527 W.G. Shaheen & Associates DBA Whitney & Co $1.2B Q1 2026 5/5/2026 175
2528 JNBA Financial Advisors $1.2B Q1 2026 4/22/2026 819
2529 Royal Fund Management, LLC $1.2B Q2 2026 7/20/2026 291
2530 Guardian Partners Inc. $1.2B Q1 2026 5/15/2026 192
2531 Relyea Zuckerberg Hanson LLC $1.2B Q2 2026 7/16/2026 302
2532 Anchor Investment Management, LLC $1.2B Q1 2026 5/1/2026 1,067
2533 Callahan Advisors, LLC $1.2B Q1 2026 5/12/2026 177
2534 Heritage Financial Services, LLC $1.2B Q4 2025 2/2/2026 126
2535 Shay Capital LLC $1.2B Q1 2026 5/15/2026 471
2536 FIRSTMERIT BANK N A TRUSTEE $1.2B Q2 2014 8/1/2014 302
2537 CONDOR CAPITAL MANAGEMENT $1.2B Q1 2026 5/11/2026 174
2538 JTC Employer Solutions Trustee Ltd $1.2B Q1 2026 5/19/2026 308
2539 LVM CAPITAL MANAGEMENT LTD/MI $1.19B Q2 2026 7/9/2026 163
2540 TCV Trust & Wealth Management, Inc. $1.19B Q1 2026 4/21/2026 215
2541 Koss-Olinger Consulting, LLC $1.19B Q1 2026 5/7/2026 254
2542 Petersen Hastings Wealth Advisors Inc. $1.19B Q2 2026 7/17/2026 87
2543 Sone Capital Management, LLC $1.19B Q1 2026 5/15/2026 101
2544 Main Management Fund Advisors LLC $1.19B Q1 2026 5/14/2026 8
2545 Elequin Capital, LP $1.19B Q1 2026 5/11/2026 626
2546 Concentric Capital Strategies, LP $1.19B Q1 2026 5/15/2026 312
2547 NORTH TIDE CAPITAL, LLC $1.19B Q1 2014 5/15/2014 24
2548 CANANDAIGUA NATIONAL BANK & TRUST CO $1.19B Q2 2026 7/7/2026 305
2549 BHR Capital LLC $1.19B Q1 2014 5/15/2014 47
2550 KLCM Advisors, Inc. $1.19B Q1 2026 4/30/2026 275
2551 MITCHELL GROUP INC $1.19B Q2 2014 7/30/2014 31
2552 Parvus Asset Management Jersey Ltd $1.18B Q1 2026 5/15/2026 1
2553 Arlington Trust Co LLC $1.18B Q2 2026 7/7/2026 846
2554 Banyan Partners, LLC $1.18B Q2 2014 8/8/2014 387
2555 CHAI TRUST CO LLC $1.18B Q1 2026 5/15/2026 11
2556 NAYA CAPITAL MANAGEMENT UK LTD $1.18B Q1 2026 5/15/2026 4
2557 Oak Grove Capital LLC $1.18B Q1 2026 5/13/2026 92
2558 Financial Synergies Wealth Advisors, Inc. $1.18B Q2 2026 7/17/2026 116
2559 Cache Advisors, LLC $1.18B Q2 2026 7/14/2026 139
2560 Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. $1.18B Q1 2026 5/12/2026 51
2561 One William Street Capital Management, L.P. $1.18B Q1 2026 5/14/2026 16
2562 Kohmann Bosshard Financial Services, LLC $1.18B Q2 2026 7/14/2026 229
2563 SKYLINE ASSET MANAGEMENT LP $1.18B Q1 2014 5/15/2014 71
2564 GREEN ARROW CAPITAL MANAGEMENT LLC $1.18B Q1 2014 5/15/2014 213
2565 Trust Point Inc. $1.18B Q2 2026 7/8/2026 463
2566 Park West Asset Management LLC $1.18B Q1 2026 5/15/2026 52
2567 MCDANIEL TERRY & CO $1.18B Q1 2026 5/5/2026 81
2568 Clarity Financial LLC $1.18B Q2 2026 7/20/2026 132
2569 Oxbow Advisors, LLC $1.18B Q1 2026 4/27/2026 245
2570 Broad Bay Capital Management, LP $1.18B Q1 2026 5/15/2026 26
2571 Townsend & Associates, Inc $1.17B Q2 2026 7/22/2026 115
2572 Transamerica Financial Advisors, LLC $1.17B Q1 2026 5/15/2026 1,940
2573 Journey Advisory Group, LLC $1.17B Q1 2026 5/5/2026 244
2574 Crewe Advisors LLC $1.17B Q1 2026 5/7/2026 1,038
2575 Fiduciary Group, LLC $1.17B Q1 2026 5/11/2026 296
2576 AMERICAN NATIONAL BANK & TRUST $1.17B Q2 2026 7/22/2026 631
2577 KWB Wealth $1.17B Q2 2026 7/10/2026 169
2578 Verus Financial Partners, Inc. $1.17B Q2 2026 7/21/2026 127
2579 O'Connor Alternative Investments LLC $1.17B Q1 2026 5/15/2026 128
2580 JACOBS & CO/CA $1.17B Q2 2026 7/8/2026 134
2581 TESUJI PARTNERS, LLC $1.17B Q1 2014 5/13/2014 8
2582 BANK OF NOVA SCOTIA TRUST CO $1.16B Q1 2026 5/13/2026 161
2583 AMICA MUTUAL INSURANCE CO $1.16B Q1 2026 5/5/2026 144
2584 GERMAN AMERICAN BANCORP, INC. $1.16B Q1 2026 5/6/2026 148
2585 Sandhill Capital Partners LLC $1.16B Q1 2026 5/14/2026 95
2586 Childrens Investment Fund Management (UK) LLP $1.16B Q1 2014 5/15/2014 5
2587 Flagship Pioneering, LLC $1.16B Q1 2026 5/15/2026 5
2588 AltraVue Capital, LLC $1.16B Q1 2026 5/13/2026 27
2589 Bramshill Investments, LLC $1.16B Q1 2026 5/15/2026 155
2590 SNS Financial Group, LLC $1.16B Q1 2026 4/14/2026 208
2591 FourThought Financial Partners, LLC $1.16B Q1 2026 5/7/2026 384
2592 Octavia Wealth Advisors, LLC $1.16B Q2 2026 7/14/2026 231
2593 MMCAP International Inc. SPC $1.16B Q1 2026 5/15/2026 244
2594 Sarbit Advisory Services Inc. $1.16B Q1 2014 5/15/2014 37
2595 Mayflower Financial Advisors, LLC $1.16B Q2 2026 7/9/2026 499
2596 LVW Advisors, LLC $1.16B Q2 2026 7/15/2026 462
2597 Polymer Capital Management (HK) LTD $1.16B Q1 2026 5/14/2026 154
2598 White Elm Capital, LLC $1.16B Q1 2014 5/15/2014 28
2599 BTG Pactual Asset Management US LLC $1.16B Q1 2026 5/14/2026 330
2600 Galaxy Digital Inc. $1.16B Q1 2026 5/14/2026 72