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 HIGHLINE CAPITAL MANAGEMENT, L.P. $1.46B Q1 2014 5/15/2014 28
2402 FORA Capital, LLC $1.46B Q2 2026 8/13/2026 345
2403 Penobscot Investment Management Company, Inc. $1.46B Q2 2026 7/24/2026 315
2404 CHAI TRUST CO LLC $1.45B Q2 2026 8/14/2026 12
2405 Verity & Verity, LLC $1.45B Q2 2026 7/28/2026 138
2406 SHP Wealth Management $1.45B Q2 2026 8/11/2026 1,981
2407 Danmarks Nationalbank $1.45B Q2 2026 7/8/2026 1
2408 Baring Fintech Manager Holding Ltd $1.45B Q2 2026 8/13/2026 1
2409 Pennsylvania Trust Co $1.45B Q2 2014 7/8/2014 355
2410 Vantage Investment Partners, LLC $1.45B Q1 2026 5/1/2026 64
2411 BRINKER CAPITAL INC $1.45B Q2 2014 8/8/2014 137
2412 Narwhal Capital Management $1.45B Q2 2026 7/24/2026 157
2413 Nilsine Partners, LLC $1.45B Q2 2026 7/24/2026 430
2414 Parametric Risk Advisors LLC $1.45B Q1 2014 5/12/2014 168
2415 WEITZ INVESTMENT MANAGEMENT, INC. $1.44B Q2 2026 8/12/2026 50
2416 STG SECURITIES, LLC $1.44B Q2 2026 8/13/2026 501
2417 Fort Point Capital Partners LLC $1.44B Q2 2026 8/14/2026 254
2418 One Day In July LLC $1.44B Q2 2026 8/3/2026 167
2419 Inspire Advisors, LLC $1.44B Q2 2026 8/13/2026 729
2420 Colonial Trust Advisors $1.44B Q2 2026 8/11/2026 807
2421 Bristol Gate Capital Partners Inc. $1.44B Q2 2026 8/14/2026 33
2422 Clean Energy Transition LLP $1.44B Q2 2026 8/14/2026 14
2423 SOMA EQUITY PARTNERS LP $1.44B Q2 2026 8/14/2026 24
2424 SAB CAPITAL MANAGEMENT LP $1.43B Q1 2014 5/15/2014 14
2425 Unison Advisors LLC $1.43B Q2 2026 7/22/2026 173
2426 HARBOR INVESTMENT ADVISORY, LLC $1.43B Q2 2026 7/7/2026 1,315
2427 Value Partners Investments Inc. $1.43B Q2 2026 7/15/2026 104
2428 Hemenway Trust Co LLC $1.43B Q2 2026 8/10/2026 135
2429 WASHINGTON TRUST BANK $1.43B Q2 2026 8/5/2026 206
2430 Arnhold LLC $1.43B Q2 2026 7/27/2026 113
2431 V3 Holding Ltd $1.43B Q2 2026 8/11/2026 1
2432 TOMPKINS FINANCIAL CORP $1.43B Q2 2026 7/15/2026 548
2433 Acuitas Investments, LLC $1.43B Q2 2026 7/30/2026 7
2434 Smithwood Advisers, L.P. $1.43B Q1 2014 5/15/2014 39
2435 Summit Financial Strategies, Inc. $1.42B Q2 2026 7/24/2026 173
2436 Vollero Beach Capital Partners LLC $1.42B Q1 2014 5/15/2014 76
2437 JHL Capital Group LLC $1.42B Q1 2014 5/15/2014 26
2438 United Asset Strategies, Inc. $1.41B Q2 2026 7/13/2026 259
2439 Pale Fire Capital SE $1.41B Q2 2026 8/13/2026 72
2440 Main Management Fund Advisors LLC $1.41B Q2 2026 8/14/2026 8
2441 NIXON PEABODY TRUST CO $1.41B Q2 2026 7/27/2026 177
2442 Magnus Financial Group LLC $1.41B Q2 2026 7/9/2026 391
2443 First Long Island Investors, LLC $1.41B Q2 2026 8/13/2026 73
2444 MidFirst Bank $1.41B Q2 2026 8/7/2026 943
2445 Sava Infond d.o.o. $1.41B Q2 2026 7/16/2026 242
2446 NOVARE CAPITAL MANAGEMENT LLC $1.41B Q2 2026 8/7/2026 210
2447 Efficient Advisors, LLC $1.41B Q1 2026 4/29/2026 58
2448 GUARDCAP ASSET MANAGEMENT Ltd $1.41B Q2 2026 8/14/2026 18
2449 Van Hulzen Asset Management, LLC $1.41B Q2 2026 8/13/2026 387
2450 Axxion S.A. $1.41B Q2 2026 8/14/2026 529
2451 WEATHERLY ASSET MANAGEMENT L. P. $1.4B Q2 2026 7/20/2026 188
2452 Contrarius Investment Management Ltd $1.4B Q1 2014 5/9/2014 32
2453 Private Wealth Partners, LLC $1.4B Q2 2026 8/3/2026 183
2454 Retirement Investment Advisors, Inc. $1.4B Q2 2026 7/15/2026 66
2455 STEELHEAD PARTNERS LLC $1.4B Q2 2026 8/14/2026 25
2456 First Financial Bank - Trust Division $1.4B Q2 2026 7/1/2026 208
2457 Impactive Capital LP $1.4B Q2 2026 8/14/2026 8
2458 ETRADE Capital Management LLC $1.4B Q1 2014 5/15/2014 830
2459 140 Summer Partners LP $1.4B Q2 2026 8/13/2026 22
2460 TRAPHAGEN INVESTMENT ADVISORS LLC $1.4B Q2 2026 7/16/2026 220
2461 Parkwood LLC $1.4B Q2 2026 8/14/2026 72
2462 Madrone Advisors, LLC $1.39B Q2 2026 8/13/2026 6
2463 Cetera Advisor Networks LLC $1.39B Q1 2014 5/15/2014 775
2464 Scheer, Rowlett & Associates Investment Management Ltd. $1.39B Q2 2026 8/12/2026 30
2465 AltraVue Capital, LLC $1.39B Q2 2026 8/13/2026 26
2466 Telemark Asset Management, LLC $1.38B Q2 2026 8/10/2026 57
2467 KWMG, LLC $1.38B Q2 2026 7/8/2026 153
2468 Rakuten Group, Inc. $1.38B Q2 2026 8/11/2026 5
2469 Dundas Partners LLP $1.38B Q2 2026 8/14/2026 31
2470 Teewinot Capital Advisers, L.L.C. $1.38B Q2 2026 8/14/2026 31
2471 Crewe Advisors LLC $1.38B Q2 2026 7/23/2026 1,135
2472 Diversified Portfolios, Inc. $1.38B Q2 2026 8/4/2026 201
2473 Advyzon Investment Management, LLC $1.38B Q2 2026 8/14/2026 754
2474 Leo Wealth, LLC $1.38B Q1 2026 5/5/2026 452
2475 PKO Investment Management Joint-Stock Co $1.38B Q2 2026 7/20/2026 228
2476 XML Financial, LLC $1.37B Q2 2026 7/24/2026 447
2477 O'Connor Alternative Investments LLC $1.37B Q2 2026 8/14/2026 156
2478 CGN Advisors LLC $1.37B Q2 2026 7/6/2026 322
2479 PRELUDE CAPITAL MANAGEMENT, LLC $1.37B Q2 2026 8/14/2026 1,213
2480 MCDONALD CAPITAL INVESTORS INC/CA $1.37B Q2 2026 7/28/2026 20
2481 W.G. Shaheen & Associates DBA Whitney & Co $1.37B Q2 2026 7/28/2026 179
2482 AE INDUSTRIAL PARTNERS, LP $1.37B Q2 2026 8/14/2026 4
2483 Litman Gregory Wealth Management LLC $1.37B Q4 2025 2/12/2026 357
2484 Fort Baker Capital Management LP $1.37B Q2 2026 8/14/2026 121
2485 FERNBRIDGE CAPITAL MANAGEMENT LP $1.37B Q2 2026 8/13/2026 16
2486 K2 PRINCIPAL FUND, L.P. $1.36B Q2 2026 8/7/2026 490
2487 Amplius Wealth Advisors, LLC $1.36B Q2 2026 7/17/2026 211
2488 Clearwater Capital Advisors, LLC $1.36B Q2 2026 8/6/2026 189
2489 PHILLIPS FINANCIAL MANAGEMENT, LLC $1.36B Q2 2026 8/3/2026 291
2490 Paloma Partners Management Co $1.36B Q2 2026 8/14/2026 28
2491 Bpifrance SA $1.36B Q2 2026 7/27/2026 2
2492 Bangor Savings Bank $1.36B Q2 2026 7/6/2026 543
2493 Talbot Financial, LLC $1.36B Q2 2026 7/14/2026 71
2494 North of South Capital LLP $1.36B Q2 2026 7/30/2026 28
2495 Passaic Partners LLC $1.36B Q2 2026 8/14/2026 18
2496 Kimelman & Baird, LLC $1.36B Q2 2026 8/18/2026 261
2497 Richard C. Young & CO., LTD. $1.36B Q2 2026 7/28/2026 101
2498 Andromeda Capital LLC $1.36B Q1 2014 5/15/2014 108
2499 Hel Ved Capital Management Ltd $1.36B Q2 2026 8/14/2026 72
2500 Galvin, Gaustad & Stein, LLC $1.36B Q2 2026 7/29/2026 262
2501 INTRUST BANK NA $1.35B Q2 2026 8/5/2026 416
2502 CROSSLINK CAPITAL INC $1.35B Q2 2026 8/14/2026 23
2503 RWWM, Inc. $1.35B Q2 2026 8/14/2026 40
2504 NewSquare Capital LLC $1.35B Q2 2026 7/28/2026 236
2505 Optimus Prime Fund Management Co., Ltd. $1.35B Q2 2026 8/14/2026 26
2506 MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1.35B Q2 2026 8/12/2026 144
2507 McIlrath & Eck, LLC $1.35B Q1 2026 5/19/2026 1,645
2508 Sagefield Capital LP $1.35B Q2 2026 8/14/2026 107
2509 CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.35B Q2 2026 7/21/2026 99
2510 Washington Trust Advisors, Inc. $1.35B Q2 2026 7/29/2026 724
2511 Limestone Investment Advisors LP $1.35B Q2 2026 8/14/2026 558
2512 Austin Private Wealth, LLC $1.35B Q4 2025 1/20/2026 298
2513 Harvest Capital Strategies LLC $1.34B Q1 2014 5/13/2014 139
2514 ALTA CAPITAL MANAGEMENT LLC/ $1.34B Q2 2026 7/28/2026 109
2515 Applied Finance Capital Management, LLC $1.34B Q2 2026 7/28/2026 218
2516 Sovran Advisors, LLC $1.34B Q2 2026 7/29/2026 615
2517 Tortoise Investment Management, LLC $1.34B Q2 2026 8/7/2026 255
2518 DT Investment Partners, LLC $1.34B Q2 2026 7/27/2026 512
2519 CENTRAL SECURITIES CORP $1.34B Q2 2026 8/10/2026 29
2520 BloombergSen Inc. $1.34B Q2 2026 8/7/2026 31
2521 EDGAR LOMAX CO/VA $1.34B Q2 2026 8/13/2026 58
2522 Greenbrier Partners Capital Management, LLC $1.33B Q2 2026 8/12/2026 11
2523 CONDOR CAPITAL MANAGEMENT $1.33B Q2 2026 8/12/2026 173
2524 Graticule Asia Macro Advisors LLC $1.33B Q2 2026 8/12/2026 208
2525 Ovata Capital Management Ltd $1.33B Q2 2026 7/30/2026 43
2526 First Allied Advisory Services, Inc. $1.33B Q1 2014 5/15/2014 1,002
2527 GERMAN AMERICAN BANCORP, INC. $1.33B Q2 2026 8/6/2026 156
2528 Anchor Investment Management, LLC $1.33B Q2 2026 9/15/2026 1,207
2529 Baader Bank Aktiengesellschaft $1.33B Q2 2026 7/23/2026 415
2530 Boxer Capital Management, LLC $1.33B Q2 2026 8/14/2026 63
2531 Callahan Advisors, LLC $1.33B Q2 2026 8/3/2026 181
2532 Mantle Ridge LP $1.33B Q1 2026 5/14/2026 1
2533 MEANS INVESTMENT CO., INC. $1.32B Q2 2026 8/14/2026 209
2534 CULLINAN ASSOCIATES INC $1.32B Q2 2026 7/29/2026 204
2535 CADIAN CAPITAL MANAGEMENT, LP $1.32B Q2 2026 8/14/2026 28
2536 JNBA Financial Advisors $1.32B Q2 2026 7/23/2026 830
2537 WINDWARD CAPITAL MANAGEMENT CO /CA $1.32B Q2 2026 8/7/2026 73
2538 Tweedy, Browne Co LLC $1.32B Q2 2026 8/7/2026 91
2539 TCV Trust & Wealth Management, Inc. $1.32B Q2 2026 7/24/2026 226
2540 Stonebridge Financial Group, LLC $1.32B Q2 2026 7/6/2026 275
2541 BRANDYWINE OAK PRIVATE WEALTH LLC $1.32B Q2 2026 7/16/2026 245
2542 Leith Wheeler Investment Counsel Ltd. $1.32B Q2 2026 8/5/2026 85
2543 Insight Holdings Group, LLC $1.32B Q2 2026 8/14/2026 30
2544 Radcliffe Capital Management, L.P. $1.32B Q2 2026 8/14/2026 450
2545 Sone Capital Management, LLC $1.31B Q2 2026 8/14/2026 108
2546 ADVANCED MICRO DEVICES INC $1.31B Q2 2026 8/14/2026 6
2547 Ninepoint Partners LP $1.31B Q2 2026 8/11/2026 166
2548 Parker Investment Management, LLC $1.31B Q2 2026 8/14/2026 43
2549 Journey Advisory Group, LLC $1.31B Q2 2026 8/4/2026 282
2550 Flat Footed LLC $1.31B Q2 2026 8/14/2026 43
2551 Bramshill Investments, LLC $1.31B Q2 2026 8/14/2026 157
2552 SlateStone Wealth, LLC $1.31B Q2 2026 7/20/2026 296
2553 Cupps Capital Management, LLC $1.31B Q1 2014 5/12/2014 205
2554 GAM Holding AG $1.31B Q2 2026 8/14/2026 273
2555 SORA INVESTORS LLC $1.3B Q2 2026 8/14/2026 76
2556 TCM Advisors, LLC $1.3B Q2 2026 8/13/2026 67
2557 PAYDEN & RYGEL $1.3B Q2 2026 7/31/2026 131
2558 QV Investors Inc. $1.3B Q2 2026 7/21/2026 68
2559 Koss-Olinger Consulting, LLC $1.3B Q2 2026 8/10/2026 172
2560 American Trust $1.3B Q2 2026 8/14/2026 334
2561 FourThought Financial Partners, LLC $1.3B Q2 2026 8/12/2026 393
2562 KRYGER CAPITAL Ltd $1.29B Q4 2025 2/17/2026 50
2563 DREMAN VALUE MANAGEMENT, L L C $1.29B Q1 2014 5/15/2014 418
2564 Marble Arch Investments, LP $1.29B Q1 2014 5/15/2014 21
2565 CCM INVESTMENT ADVISERS LLC $1.29B Q2 2026 8/12/2026 88
2566 Wescott Financial Advisory Group, LLC $1.29B Q2 2026 8/4/2026 200
2567 Syntegra Private Wealth Group, LLC $1.29B Q2 2026 7/15/2026 202
2568 Charter Oak Capital Management, LLC $1.29B Q1 2026 4/24/2026 208
2569 FIRST BUSINESS FINANCIAL SERVICES, INC. $1.29B Q2 2026 7/28/2026 201
2570 CARDIFF PARK ADVISORS, LLC $1.29B Q2 2026 8/14/2026 354
2571 VTL Associates, LLC $1.29B Q1 2014 5/15/2014 1,719
2572 HENGEHOLD CAPITAL MANAGEMENT LLC $1.29B Q2 2026 7/16/2026 229
2573 Hilltop Holdings Inc. $1.29B Q2 2026 8/13/2026 1,048
2574 Heartwood Wealth Advisors LLC $1.29B Q2 2026 7/17/2026 227
2575 Echo Street Capital Management LLC $1.28B Q1 2014 5/14/2014 125
2576 Stack Financial Management, Inc $1.28B Q2 2026 8/3/2026 54
2577 INVERNESS COUNSEL LLC /NY/ $1.28B Q2 2014 7/17/2014 125
2578 MCDANIEL TERRY & CO $1.28B Q2 2026 7/30/2026 81
2579 Ursa Fund Management, LLC $1.28B Q2 2026 8/14/2026 38
2580 Formuepleje A/S $1.28B Q2 2026 8/27/2026 96
2581 ARS Wealth Advisors Group, LLC $1.28B Q2 2026 7/16/2026 220
2582 True Freedom Investing, LLC $1.28B Q2 2026 8/12/2026 97
2583 FRIESS ASSOCIATES LLC $1.28B Q1 2014 5/15/2014 147
2584 IBEX WEALTH ADVISORS $1.28B Q2 2026 7/27/2026 209
2585 Camber Capital Management LP $1.28B Q1 2014 5/15/2014 39
2586 ANDERSON HOAGLAND & CO $1.28B Q2 2026 7/6/2026 137
2587 Fiduciary Group, LLC $1.27B Q2 2026 8/10/2026 305
2588 Clark Asset Management, LLC $1.27B Q2 2026 7/7/2026 294
2589 NATIONAL PLANNING CORP $1.27B Q2 2014 7/16/2014 757
2590 FORBES J M & CO LLP $1.27B Q2 2026 7/20/2026 159
2591 Windham Capital Management, LLC $1.27B Q2 2014 8/5/2014 27
2592 TFS CAPITAL LLC $1.27B Q2 2014 7/21/2014 1,093
2593 Baskin Financial Services Inc. $1.27B Q2 2026 7/13/2026 54
2594 KLCM Advisors, Inc. $1.27B Q2 2026 8/6/2026 299
2595 J. L. Bainbridge & Co., Inc. $1.27B Q2 2026 7/22/2026 115
2596 MATLINPATTERSON GLOBAL ADVISERS LLC $1.27B Q1 2014 5/15/2014 14
2597 Capricorn Fund Managers Ltd $1.27B Q2 2026 7/24/2026 178
2598 Wealth Architects, LLC $1.27B Q2 2026 7/23/2026 248
2599 JACKSON THORNTON WEALTH MANAGEMENT, LLC $1.26B Q2 2026 8/6/2026 417
2600 MMBG INVESTMENT ADVISORS CO. $1.26B Q2 2026 8/10/2026 177