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
2601 Manikay Partners, LLC $1.26B Q1 2014 5/15/2014 25
2602 NAVELLIER & ASSOCIATES INC $1.26B Q2 2026 8/4/2026 322
2603 Technology Crossover Management VII, Ltd. $1.26B Q1 2014 5/12/2014 5
2604 Wilkinson Global Asset Management LLC $1.26B Q2 2026 8/6/2026 62
2605 Monaco Asset Management SAM $1.26B Q2 2026 8/7/2026 49
2606 IndexIQ Advisors LLC $1.26B Q2 2014 8/4/2014 222
2607 Convergence Financial, LLC $1.26B Q2 2026 8/5/2026 272
2608 Conservest Capital Advisors, Inc. $1.26B Q2 2026 7/22/2026 132
2609 FISHMAN JAY A LTD/MI $1.26B Q2 2026 7/29/2026 79
2610 RKL Wealth Management LLC $1.25B Q2 2026 8/10/2026 189
2611 DC Funds, LP $1.25B Q2 2026 8/14/2026 3
2612 FIRST MERCANTILE TRUST CO $1.25B Q2 2014 7/22/2014 1,148
2613 Rothschild Wealth LLC $1.25B Q2 2026 8/11/2026 656
2614 Prime Capital Management Co Ltd $1.25B Q2 2026 8/10/2026 7
2615 Bares Capital Management, Inc. $1.25B Q1 2014 5/16/2014 69
2616 PRIVATE TRUST CO NA $1.25B Q2 2026 7/28/2026 2,708
2617 Walthausen & Co., LLC $1.25B Q1 2014 5/12/2014 112
2618 Hartford Funds Management Co LLC $1.25B Q2 2026 8/6/2026 98
2619 FountainVest China Capital Partners GP3 Ltd. $1.25B Q2 2026 8/11/2026 2
2620 AWM CAPITAL, LLC $1.25B Q2 2026 7/31/2026 122
2621 SP Asset Management LLC $1.25B Q2 2026 8/4/2026 137
2622 JTC Employer Solutions Trustee Ltd $1.25B Q2 2026 7/31/2026 313
2623 Ledyard National Bank $1.25B Q2 2026 7/16/2026 255
2624 SYM FINANCIAL Corp $1.24B Q2 2026 8/4/2026 531
2625 LRI Investments, LLC $1.24B Q2 2026 7/14/2026 1,954
2626 E20 Capital Ltd $1.24B Q2 2026 8/12/2026 22
2627 Diameter Capital Partners LP $1.24B Q2 2026 8/14/2026 34
2628 Certified Advisory Corp $1.24B Q2 2026 7/16/2026 327
2629 UNITED SERVICES AUTOMOBILE ASSOCIATION $1.24B Q2 2026 8/7/2026 15
2630 Linden Thomas Advisory Services, LLC $1.24B Q2 2026 7/16/2026 542
2631 First Nebraska Trust Co $1.24B Q2 2026 8/12/2026 231
2632 a16z Perennial Management, L.P. $1.24B Q2 2026 7/24/2026 63
2633 Rossmore Private Capital $1.24B Q2 2026 7/31/2026 356
2634 GENERAL MOTORS INVESTMENT MANAGEMENT CORP $1.24B Q2 2014 8/8/2014 928
2635 Caldwell Trust Co $1.24B Q2 2026 8/3/2026 811
2636 Continuum Advisory, LLC $1.24B Q2 2026 8/6/2026 1,986
2637 Fine Capital Partners, L.P. $1.24B Q1 2014 5/14/2014 20
2638 SPIREPOINT PRIVATE CLIENT, LLC $1.23B Q2 2026 8/5/2026 332
2639 Quent Long Short Global Small Cap Fund, LP $1.23B Q4 2025 1/28/2026 298
2640 Kintegral Advisory, LLC $1.23B Q2 2026 7/29/2026 234
2641 Rockbridge Investment Management, LCC $1.23B Q2 2026 8/14/2026 146
2642 Oxbow Advisors, LLC $1.23B Q2 2026 8/7/2026 265
2643 Sandhill Capital Partners LLC $1.23B Q2 2026 8/13/2026 98
2644 CAPE COD FIVE CENTS SAVINGS BANK $1.23B Q2 2026 8/14/2026 203
2645 MATRIX ASSET ADVISORS INC/NY $1.23B Q2 2026 7/15/2026 106
2646 Barrett Asset Management, LLC $1.23B Q2 2014 8/4/2014 357
2647 Allen Capital Group, LLC $1.23B Q2 2026 7/27/2026 319
2648 CLOUGH CAPITAL PARTNERS L P $1.23B Q2 2026 8/14/2026 102
2649 ZAZOVE ASSOCIATES LLC $1.22B Q2 2026 7/16/2026 151
2650 WALL STREET ASSOCIATES $1.22B Q1 2014 5/13/2014 308
2651 West Virginia University Foundation, Inc $1.22B Q2 2026 8/13/2026 6
2652 TD Capital Management LLC $1.22B Q2 2026 8/6/2026 797
2653 Kirkoswald Asset Management LLC $1.22B Q2 2026 8/13/2026 8
2654 Numerai GP LLC $1.22B Q2 2026 8/14/2026 710
2655 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $1.22B Q2 2026 7/16/2026 180
2656 Spartan Wealth Advisory Services LLC $1.22B Q2 2026 8/5/2026 320
2657 Northside Capital Management, LLC $1.22B Q2 2026 7/10/2026 187
2658 Airain ltd $1.22B Q2 2014 8/5/2014 741
2659 NORDEN GROUP LLC $1.22B Q2 2026 7/29/2026 701
2660 GODSEY & GIBB, INC $1.22B Q2 2026 7/13/2026 383
2661 Once Capital Management, LLC $1.22B Q2 2026 7/22/2026 24
2662 MONOGRAPH WEALTH ADVISORS, LLC $1.22B Q2 2026 8/14/2026 143
2663 Beaumont Financial Partners, LLC $1.22B Q1 2014 5/7/2014 128
2664 Samsara BioCapital, LLC $1.22B Q2 2026 8/14/2026 24
2665 Shepherd Financial Partners LLC $1.22B Q2 2026 8/10/2026 256
2666 Tributary Capital Management, LLC $1.22B Q2 2026 7/23/2026 135
2667 THAMES CAPITAL MANAGEMENT LLC $1.22B Q2 2026 8/12/2026 56
2668 Ophir Asset Management Pty Ltd $1.22B Q2 2026 8/14/2026 36
2669 Salomon & Ludwin, LLC $1.22B Q2 2026 8/7/2026 2,116
2670 E-L Financial Corp Ltd $1.21B Q2 2026 7/24/2026 1
2671 SG Capital Management LLC $1.21B Q2 2026 8/7/2026 80
2672 Nemes Rush Group LLC $1.21B Q2 2026 8/14/2026 954
2673 Coppell Advisory Solutions LLC $1.21B Q2 2026 8/14/2026 553
2674 MANE GLOBAL CAPITAL MANAGEMENT LP $1.21B Q2 2026 8/14/2026 54
2675 Owl Creek Asset Management, L.P. $1.21B Q2 2026 8/14/2026 34
2676 SUMMIT WEALTH GROUP LLC / CO $1.21B Q2 2026 7/28/2026 396
2677 MOODY NATIONAL BANK TRUST DIVISION $1.21B Q2 2026 7/7/2026 496
2678 RDST Capital LLC $1.21B Q2 2026 8/14/2026 18
2679 METEORA CAPITAL, LLC $1.21B Q2 2026 8/14/2026 443
2680 Legato Capital Management LLC $1.21B Q2 2026 8/6/2026 678
2681 Cooper Financial Group $1.21B Q2 2026 7/8/2026 451
2682 BANK OF NOVA SCOTIA TRUST CO $1.21B Q2 2026 8/11/2026 173
2683 TritonPoint Partners, LLC $1.21B Q2 2026 8/13/2026 351
2684 Cornerstone Advisory, LLC $1.21B Q2 2026 7/29/2026 278
2685 WOODSTOCK CORP $1.2B Q2 2026 7/13/2026 163
2686 Quarry LP $1.2B Q2 2026 8/14/2026 2,372
2687 TRUST CO OF TOLEDO NA /OH/ $1.2B Q2 2026 7/16/2026 865
2688 AMICA MUTUAL INSURANCE CO $1.2B Q2 2026 8/5/2026 142
2689 Royal Fund Management, LLC $1.2B Q2 2026 7/20/2026 291
2690 Consolidated Portfolio Review Corp $1.2B Q2 2026 7/23/2026 34
2691 Relyea Zuckerberg Hanson LLC $1.2B Q2 2026 7/16/2026 302
2692 Blueprint Investment Partners LLC $1.2B Q2 2026 8/4/2026 159
2693 Heritage Financial Services, LLC $1.2B Q4 2025 2/2/2026 126
2694 Blue Grotto Capital, LLC $1.2B Q2 2026 8/3/2026 29
2695 Crescent Grove Advisors, LLC $1.2B Q2 2026 8/10/2026 300
2696 Governors Lane LP $1.2B Q2 2026 8/14/2026 203
2697 FIRSTMERIT BANK N A TRUSTEE $1.2B Q2 2014 8/1/2014 302
2698 HSG Holding Ltd $1.2B Q2 2026 8/13/2026 20
2699 Wolf Hill Capital Management, LP $1.2B Q2 2026 8/13/2026 34
2700 WEALTH ALLIANCE, LLC $1.2B Q2 2026 8/11/2026 573
2701 LVM CAPITAL MANAGEMENT LTD/MI $1.19B Q2 2026 7/9/2026 163
2702 BIGLARI CAPITAL CORP. $1.19B Q2 2026 8/14/2026 12
2703 Khrom Capital Management LLC $1.19B Q2 2026 8/14/2026 15
2704 Petersen Hastings Wealth Advisors Inc. $1.19B Q2 2026 7/17/2026 87
2705 Randolph Co Inc $1.19B Q2 2026 7/23/2026 47
2706 NORTH TIDE CAPITAL, LLC $1.19B Q1 2014 5/15/2014 24
2707 CANANDAIGUA NATIONAL BANK & TRUST CO $1.19B Q2 2026 7/7/2026 305
2708 BHR Capital LLC $1.19B Q1 2014 5/15/2014 47
2709 Banco BTG Pactual S.A. $1.19B Q2 2026 8/7/2026 194
2710 BlackBarn Capital Partners LP $1.19B Q2 2026 8/14/2026 24
2711 MITCHELL GROUP INC $1.19B Q2 2014 7/30/2014 31
2712 GRS Advisors, LLC $1.18B Q2 2026 8/14/2026 27
2713 Clarkston Capital Partners, LLC $1.18B Q2 2026 8/11/2026 96
2714 Arlington Trust Co LLC $1.18B Q2 2026 7/7/2026 846
2715 Banyan Partners, LLC $1.18B Q2 2014 8/8/2014 387
2716 Zuckerman Investment Group, LLC $1.18B Q2 2026 8/14/2026 139
2717 Transamerica Financial Advisors, LLC $1.18B Q2 2026 8/14/2026 2,188
2718 Financial Synergies Wealth Advisors, Inc. $1.18B Q2 2026 7/17/2026 116
2719 Nadler Financial Group, Inc. $1.18B Q2 2026 7/29/2026 149
2720 MMCAP International Inc. SPC $1.18B Q2 2026 8/14/2026 304
2721 Cache Advisors, LLC $1.18B Q2 2026 7/14/2026 139
2722 Kohmann Bosshard Financial Services, LLC $1.18B Q2 2026 7/14/2026 229
2723 SKYLINE ASSET MANAGEMENT LP $1.18B Q1 2014 5/15/2014 71
2724 GREEN ARROW CAPITAL MANAGEMENT LLC $1.18B Q1 2014 5/15/2014 213
2725 Trust Point Inc. $1.18B Q2 2026 7/8/2026 463
2726 Knighthead Capital Management, LLC $1.18B Q2 2026 8/14/2026 10
2727 Clarity Financial LLC $1.18B Q2 2026 7/20/2026 132
2728 Tanglewood Wealth Management, Inc. $1.18B Q2 2026 7/27/2026 44
2729 Chescapmanager LLC $1.17B Q2 2026 8/14/2026 27
2730 WAYCROSS PARTNERS, LLC $1.17B Q2 2026 8/11/2026 72
2731 Townsend & Associates, Inc $1.17B Q2 2026 7/22/2026 115
2732 AMERICAN NATIONAL BANK & TRUST $1.17B Q2 2026 7/22/2026 631
2733 KWB Wealth $1.17B Q2 2026 7/10/2026 169
2734 Verus Financial Partners, Inc. $1.17B Q2 2026 7/21/2026 127
2735 MOTCO $1.17B Q2 2026 7/31/2026 840
2736 JACOBS & CO/CA $1.17B Q2 2026 7/8/2026 134
2737 TESUJI PARTNERS, LLC $1.17B Q1 2014 5/13/2014 8
2738 PFM Health Sciences, LP $1.17B Q2 2026 8/14/2026 98
2739 PINKERTON WEALTH, LLC $1.16B Q2 2026 7/30/2026 103
2740 MASTERINVEST Kapitalanlage GmbH $1.16B Q2 2026 8/17/2026 300
2741 Hiddenite Capital Partners LP $1.16B Q2 2026 8/13/2026 38
2742 Estate Counselors, LLC $1.16B Q2 2026 8/7/2026 92
2743 Coliseum Capital Management, LLC $1.16B Q2 2026 8/14/2026 11
2744 Childrens Investment Fund Management (UK) LLP $1.16B Q1 2014 5/15/2014 5
2745 Forge Financial Services LLC $1.16B Q2 2026 8/7/2026 36
2746 Compass Ion Advisors, LLC $1.16B Q2 2026 8/12/2026 297
2747 Stadion Money Management, LLC $1.16B Q2 2026 8/14/2026 27
2748 TWO SIGMA SECURITIES, LLC $1.16B Q2 2026 8/14/2026 1,668
2749 TRUE Private Wealth Advisors $1.16B Q2 2026 7/23/2026 283
2750 Octavia Wealth Advisors, LLC $1.16B Q2 2026 7/14/2026 231
2751 Sarbit Advisory Services Inc. $1.16B Q1 2014 5/15/2014 37
2752 Mayflower Financial Advisors, LLC $1.16B Q2 2026 7/9/2026 499
2753 LVW Advisors, LLC $1.16B Q2 2026 7/15/2026 462
2754 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. $1.16B Q2 2026 8/7/2026 292
2755 LODESTAR PRIVATE ASSET MANAGEMENT LLC $1.16B Q2 2026 7/27/2026 232
2756 DELTA ASSET MANAGEMENT LLC/TN $1.16B Q2 2026 8/10/2026 599
2757 White Elm Capital, LLC $1.16B Q1 2014 5/15/2014 28
2758 WGI DM, LLC $1.16B Q2 2026 8/7/2026 7
2759 CONNORS INVESTOR SERVICES INC $1.16B Q2 2026 8/14/2026 153
2760 Apriem Advisors $1.16B Q2 2026 8/14/2026 182
2761 MARTIN CURRIE LTD $1.15B Q2 2014 7/31/2014 84
2762 CAMBRIDGE TRUST CO $1.15B Q2 2014 8/8/2014 212
2763 Heritage Trust Co $1.15B Q2 2026 8/6/2026 313
2764 WEALTHFRONT Corp $1.15B Q2 2014 7/24/2014 625
2765 TAUBE HODSON STONEX PARTNERS LLP $1.15B Q2 2014 7/10/2014 20
2766 WEBSTER BANK, N. A. $1.15B Q2 2026 7/20/2026 698
2767 AWM Investment Company, Inc. $1.15B Q2 2026 8/14/2026 106
2768 Cascade Financial Partners, LLC $1.15B Q2 2026 8/4/2026 279
2769 Consolidated Investment Group LLC $1.15B Q2 2026 7/22/2026 77
2770 Focused Wealth Management, Inc $1.15B Q2 2026 8/6/2026 266
2771 ORANGE CAPITAL, LLC $1.15B Q1 2014 5/15/2014 15
2772 Tanager Wealth Management LLP $1.15B Q2 2026 7/23/2026 158
2773 1607 Capital Partners, LLC $1.15B Q2 2026 9/2/2026 141
2774 Marks Group Wealth Management, Inc $1.15B Q2 2026 7/27/2026 350
2775 HARTLINE INVESTMENT CORP/ $1.15B Q2 2026 7/28/2026 115
2776 Discipline Wealth Solutions, LLC $1.15B Q2 2026 7/21/2026 197
2777 Gleason Group, Inc. $1.15B Q2 2026 7/13/2026 449
2778 Liberty Mutual Group Asset Management Inc. $1.15B Q2 2026 8/14/2026 40
2779 Serengeti Asset Management LP $1.14B Q1 2014 5/15/2014 41
2780 WS MANAGEMENT LLLP $1.14B Q2 2026 8/14/2026 47
2781 Symetra Investment Management Co $1.14B Q2 2026 8/13/2026 6
2782 CARRET ASSET MANAGEMENT, LLC $1.14B Q2 2026 8/4/2026 309
2783 VISTA CAPITAL PARTNERS, INC. $1.14B Q2 2026 7/23/2026 170
2784 Man Investments Ltd $1.14B Q1 2014 5/15/2014 683
2785 McGuire Investment Group, LLC $1.14B Q2 2026 7/27/2026 137
2786 Shellback Capital, LP $1.14B Q2 2026 8/14/2026 89
2787 Private Capital Advisors, Inc. $1.14B Q2 2026 7/24/2026 76
2788 PERISCOPE CAPITAL INC. $1.14B Q2 2026 8/11/2026 481
2789 RW Investment Management LLC $1.14B Q2 2026 8/6/2026 115
2790 High Ground Investment Management LLP $1.14B Q2 2026 7/20/2026 7
2791 EnCap Energy Capital Fund XI, L.P. $1.14B Q4 2025 2/17/2026 3
2792 YCG, LLC $1.14B Q2 2026 8/12/2026 41
2793 Private Capital Management, LLC $1.14B Q2 2026 8/14/2026 202
2794 CONNABLE OFFICE INC $1.14B Q2 2026 8/3/2026 231
2795 Voya Financial Advisors, Inc. $1.14B Q2 2026 8/12/2026 208
2796 Pekin Hardy Strauss, Inc. $1.14B Q2 2026 7/30/2026 511
2797 Gryphon Financial Partners LLC $1.13B Q2 2026 8/5/2026 383
2798 Telos Capital Management, Inc. $1.13B Q2 2026 7/22/2026 201
2799 Pictet North America Advisors SA $1.13B Q2 2026 7/24/2026 154
2800 Black Diamond Financial, LLC $1.13B Q2 2026 8/4/2026 198