Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2601 | Danmarks Nationalbank | $1.12B | Q4 2025 | 2/13/2026 | 1 |
| 2602 | Zuckerman Investment Group, LLC | $1.12B | Q4 2025 | 2/13/2026 | 137 |
| 2603 | Autonomy Capital (Jersey) L.P. | $1.12B | Q1 2014 | 5/15/2014 | 18 |
| 2604 | BRYN MAWR CAPITAL MANAGEMENT INC | $1.12B | Q1 2014 | 5/15/2014 | 531 |
| 2605 | Kohmann Bosshard Financial Services, LLC | $1.12B | Q4 2025 | 1/30/2026 | 1,084 |
| 2606 | Richard C. Young & CO., LTD. | $1.12B | Q4 2025 | 1/29/2026 | 88 |
| 2607 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.12B | Q4 2025 | 1/30/2026 | 307 |
| 2608 | STARR INTERNATIONAL CO INC | $1.12B | Q2 2014 | 8/7/2014 | 29 |
| 2609 | GRS Advisors, LLC | $1.11B | Q4 2025 | 2/17/2026 | 33 |
| 2610 | KEYSTONE INVESTORS PTE LTD | $1.11B | Q4 2025 | 2/13/2026 | 77 |
| 2611 | SOL Capital Management CO | $1.11B | Q4 2025 | 1/30/2026 | 308 |
| 2612 | GODSEY & GIBB, INC | $1.11B | Q4 2025 | 1/27/2026 | 439 |
| 2613 | North of South Capital LLP | $1.11B | Q4 2025 | 2/12/2026 | 27 |
| 2614 | MATRIX ASSET ADVISORS INC/NY | $1.11B | Q4 2025 | 1/16/2026 | 107 |
| 2615 | EQT Fund Management S.a r.l. | $1.11B | Q4 2025 | 2/11/2026 | 4 |
| 2616 | Pitcairn Wealth Advisors LLC | $1.11B | Q4 2025 | 2/13/2026 | 267 |
| 2617 | Inspire Investing, LLC | $1.11B | Q4 2025 | 2/17/2026 | 1,111 |
| 2618 | Wealth Architects, LLC | $1.11B | Q4 2025 | 2/17/2026 | 240 |
| 2619 | ARS Wealth Advisors Group, LLC | $1.11B | Q4 2025 | 1/12/2026 | 192 |
| 2620 | Conservest Capital Advisors, Inc. | $1.11B | Q4 2025 | 2/12/2026 | 131 |
| 2621 | GLENHILL ADVISORS LLC | $1.11B | Q1 2014 | 5/15/2014 | 115 |
| 2622 | Topline Capital Management, LLC | $1.11B | Q4 2025 | 2/17/2026 | 49 |
| 2623 | UNC Management Company, Inc. | $1.11B | Q4 2025 | 2/17/2026 | 4 |
| 2624 | Impax Asset Management LTD | $1.1B | Q1 2014 | 5/23/2014 | 41 |
| 2625 | MOTCO | $1.1B | Q4 2025 | 2/6/2026 | 631 |
| 2626 | AWM CAPITAL, LLC | $1.1B | Q4 2025 | 2/17/2026 | 103 |
| 2627 | Royal Fund Management, LLC | $1.1B | Q4 2025 | 1/15/2026 | 292 |
| 2628 | Provident Investment Management, Inc. | $1.1B | Q4 2025 | 2/4/2026 | 86 |
| 2629 | Greenvale Capital LLP | $1.1B | Q4 2025 | 2/17/2026 | 15 |
| 2630 | Silicon Valley Capital Partners | $1.1B | Q4 2025 | 2/13/2026 | 265 |
| 2631 | NICOLA WEALTH MANAGEMENT LTD. | $1.1B | Q4 2025 | 2/9/2026 | 65 |
| 2632 | Certified Advisory Corp | $1.1B | Q4 2025 | 1/12/2026 | 317 |
| 2633 | Hackensack Meridian Health, Inc. | $1.1B | Q4 2025 | 2/10/2026 | 7 |
| 2634 | Main Management Fund Advisors LLC | $1.1B | Q4 2025 | 2/10/2026 | 7 |
| 2635 | Diameter Capital Partners LP | $1.09B | Q4 2025 | 2/17/2026 | 40 |
| 2636 | Stokes Family Office, LLC | $1.09B | Q4 2025 | 2/18/2026 | 310 |
| 2637 | CAPE COD FIVE CENTS SAVINGS BANK | $1.09B | Q4 2025 | 2/13/2026 | 194 |
| 2638 | DOCK STREET ASSET MANAGEMENT INC | $1.09B | Q4 2025 | 1/15/2026 | 47 |
| 2639 | Allen Capital Group, LLC | $1.09B | Q4 2025 | 2/9/2026 | 274 |
| 2640 | Private Capital Management, LLC | $1.09B | Q4 2025 | 2/17/2026 | 182 |
| 2641 | CONNABLE OFFICE INC | $1.09B | Q4 2025 | 2/3/2026 | 232 |
| 2642 | Tanglewood Wealth Management, Inc. | $1.09B | Q4 2025 | 1/29/2026 | 35 |
| 2643 | Apriem Advisors | $1.09B | Q4 2025 | 2/13/2026 | 191 |
| 2644 | Tekla Capital Management LLC | $1.09B | Q2 2014 | 8/5/2014 | 64 |
| 2645 | MAR VISTA INVESTMENT PARTNERS LLC | $1.09B | Q4 2025 | 2/17/2026 | 34 |
| 2646 | Avenir Tech Ltd | $1.09B | Q4 2025 | 2/13/2026 | 27 |
| 2647 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $1.09B | Q4 2025 | 2/6/2026 | 168 |
| 2648 | Syntegra Private Wealth Group, LLC | $1.09B | Q4 2025 | 2/10/2026 | 191 |
| 2649 | GuoLine Advisory Pte Ltd | $1.09B | Q4 2025 | 1/8/2026 | 23 |
| 2650 | Inspire Advisors, LLC | $1.09B | Q4 2025 | 2/13/2026 | 549 |
| 2651 | Verus Financial Partners, Inc. | $1.09B | Q4 2025 | 2/2/2026 | 115 |
| 2652 | OneAscent Financial Services LLC | $1.09B | Q4 2025 | 2/11/2026 | 454 |
| 2653 | Heartwood Wealth Advisors LLC | $1.09B | Q4 2025 | 1/12/2026 | 202 |
| 2654 | Baring Fintech Fund III Managers Ltd | $1.08B | Q4 2025 | 2/13/2026 | 1 |
| 2655 | Asset Advisors Investment Management, LLC | $1.08B | Q4 2025 | 1/23/2026 | 108 |
| 2656 | L & S Advisors Inc | $1.08B | Q4 2025 | 2/5/2026 | 370 |
| 2657 | Graham Holdings Co | $1.08B | Q4 2025 | 2/13/2026 | 6 |
| 2658 | Pekin Hardy Strauss, Inc. | $1.08B | Q4 2025 | 1/30/2026 | 454 |
| 2659 | ARVEST TRUST CO N A | $1.08B | Q2 2014 | 7/14/2014 | 121 |
| 2660 | Clarity Financial LLC | $1.08B | Q4 2025 | 1/28/2026 | 116 |
| 2661 | BUCKINGHAM CAPITAL MANAGEMENT INC | $1.08B | Q1 2014 | 5/14/2014 | 91 |
| 2662 | Everhart Financial Group, Inc. | $1.08B | Q4 2025 | 1/7/2026 | 417 |
| 2663 | Shepherd Financial Partners LLC | $1.08B | Q4 2025 | 2/10/2026 | 246 |
| 2664 | Foundry Partners, LLC | $1.08B | Q2 2014 | 7/7/2014 | 254 |
| 2665 | Crescent Grove Advisors, LLC | $1.08B | Q4 2025 | 2/11/2026 | 297 |
| 2666 | ARMSTRONG HENRY H ASSOCIATES INC | $1.08B | Q4 2025 | 1/6/2026 | 62 |
| 2667 | McIlrath & Eck, LLC | $1.08B | Q4 2025 | 2/3/2026 | 977 |
| 2668 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $1.08B | Q4 2025 | 2/6/2026 | 278 |
| 2669 | Lombard Odier Asset Management (USA) Corp | $1.08B | Q4 2025 | 2/17/2026 | 213 |
| 2670 | KPCB DGF Associates, LLC | $1.08B | Q2 2014 | 7/25/2014 | 5 |
| 2671 | Nadler Financial Group, Inc. | $1.08B | Q4 2025 | 1/28/2026 | 142 |
| 2672 | Rockbridge Investment Management, LCC | $1.08B | Q4 2025 | 2/4/2026 | 135 |
| 2673 | MIRABELLA FINANCIAL SERVICES LLP | $1.07B | Q4 2025 | 2/17/2026 | 663 |
| 2674 | REGENTATLANTIC CAPITAL LLC | $1.07B | Q2 2014 | 7/30/2014 | 361 |
| 2675 | Telos Capital Management, Inc. | $1.07B | Q4 2025 | 1/22/2026 | 196 |
| 2676 | GOODNOW INVESTMENT GROUP, LLC | $1.07B | Q4 2025 | 2/17/2026 | 22 |
| 2677 | Antipodean Advisors LLC | $1.07B | Q1 2014 | 5/15/2014 | 17 |
| 2678 | Rhenman & Partners Asset Management AB | $1.07B | Q4 2025 | 2/13/2026 | 94 |
| 2679 | ABC ARBITRAGE SA | $1.07B | Q4 2025 | 2/4/2026 | 313 |
| 2680 | CLEARLAKE CAPITAL GROUP, L.P. | $1.07B | Q4 2025 | 2/17/2026 | 6 |
| 2681 | CAPITAL ONE, NATIONAL ASSOCIATION | $1.07B | Q2 2014 | 7/25/2014 | 536 |
| 2682 | Trust Co | $1.07B | Q4 2025 | 1/15/2026 | 889 |
| 2683 | WEBSTER BANK, N. A. | $1.07B | Q4 2025 | 1/23/2026 | 655 |
| 2684 | Knollwood Investment Advisory, LLC | $1.06B | Q4 2025 | 2/13/2026 | 319 |
| 2685 | Pertento Partners LLP | $1.06B | Q4 2025 | 2/17/2026 | 18 |
| 2686 | Nemes Rush Group LLC | $1.06B | Q4 2025 | 2/11/2026 | 995 |
| 2687 | Hook Mill Capital Partners, LP | $1.06B | Q4 2025 | 2/17/2026 | 39 |
| 2688 | RDST Capital LLC | $1.06B | Q4 2025 | 2/17/2026 | 19 |
| 2689 | Anson Funds Management LP | $1.06B | Q4 2025 | 2/17/2026 | 122 |
| 2690 | Counsel Portfolio Services Inc. | $1.06B | Q2 2014 | 8/11/2014 | 320 |
| 2691 | LVM CAPITAL MANAGEMENT LTD/MI | $1.06B | Q1 2026 | 4/2/2026 | 160 |
| 2692 | JACOBS & CO/CA | $1.06B | Q4 2025 | 1/5/2026 | 124 |
| 2693 | Capital Investment Services of America, Inc. | $1.06B | Q4 2025 | 1/29/2026 | 81 |
| 2694 | ANGELO GORDON & CO., L.P. | $1.06B | Q4 2025 | 2/17/2026 | 61 |
| 2695 | AMERICAN NATIONAL BANK & TRUST | $1.06B | Q4 2025 | 1/20/2026 | 695 |
| 2696 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $1.06B | Q4 2025 | 1/22/2026 | 302 |
| 2697 | One River Asset Management, LLC | $1.06B | Q4 2025 | 1/28/2026 | 234 |
| 2698 | WESTPORT ADVISERS LLC | $1.06B | Q1 2014 | 5/9/2014 | 59 |
| 2699 | Discerene Group LP | $1.06B | Q4 2025 | 2/13/2026 | 13 |
| 2700 | KWB Wealth | $1.06B | Q4 2025 | 1/12/2026 | 175 |
| 2701 | FOURPOINTS Investment Managers, S.A.S. | $1.05B | Q2 2014 | 8/6/2014 | 81 |
| 2702 | SYMPHONY ASSET MANAGEMENT LLC | $1.05B | Q1 2014 | 5/15/2014 | 405 |
| 2703 | CARRET ASSET MANAGEMENT, LLC | $1.05B | Q4 2025 | 2/17/2026 | 295 |
| 2704 | TriOaks Capital Management L.P. | $1.05B | Q1 2014 | 5/15/2014 | 66 |
| 2705 | Pictet North America Advisors SA | $1.05B | Q4 2025 | 1/16/2026 | 152 |
| 2706 | Southeast Asset Advisors, LLC | $1.05B | Q4 2025 | 2/13/2026 | 217 |
| 2707 | MASTERINVEST Kapitalanlage GmbH | $1.05B | Q4 2025 | 1/27/2026 | 266 |
| 2708 | Triad Wealth Partners, LLC | $1.05B | Q4 2025 | 1/22/2026 | 460 |
| 2709 | SUMMIT PARTNERS L P | $1.05B | Q4 2025 | 2/6/2026 | 8 |
| 2710 | Liberty Mutual Group Asset Management Inc. | $1.05B | Q4 2025 | 2/13/2026 | 30 |
| 2711 | Parkman Healthcare Partners LLC | $1.05B | Q4 2025 | 2/17/2026 | 100 |
| 2712 | Compass Ion Advisors, LLC | $1.05B | Q4 2025 | 1/29/2026 | 273 |
| 2713 | ALLEN HOLDING INC /NY | $1.05B | Q4 2025 | 2/10/2026 | 9 |
| 2714 | Three Seasons Wealth, LLC | $1.05B | Q4 2025 | 1/15/2026 | 189 |
| 2715 | Cornerstone Advisory, LLC | $1.05B | Q4 2025 | 1/28/2026 | 248 |
| 2716 | Berkshire Money Management, Inc. | $1.05B | Q4 2025 | 1/27/2026 | 131 |
| 2717 | Shellback Capital, LP | $1.05B | Q4 2025 | 2/17/2026 | 85 |
| 2718 | Octavia Wealth Advisors, LLC | $1.05B | Q4 2025 | 1/23/2026 | 249 |
| 2719 | SPIREPOINT PRIVATE CLIENT, LLC | $1.05B | Q4 2025 | 1/22/2026 | 313 |
| 2720 | Jabre Capital Partners S.A. | $1.05B | Q1 2014 | 5/15/2014 | 106 |
| 2721 | CCM INVESTMENT ADVISERS LLC | $1.04B | Q4 2025 | 1/12/2026 | 89 |
| 2722 | Marks Group Wealth Management, Inc | $1.04B | Q4 2025 | 2/11/2026 | 332 |
| 2723 | PENN DAVIS MCFARLAND INC | $1.04B | Q4 2025 | 1/16/2026 | 75 |
| 2724 | Limestone Investment Advisors LP | $1.04B | Q4 2025 | 2/17/2026 | 446 |
| 2725 | Randolph Co Inc | $1.04B | Q4 2025 | 2/11/2026 | 41 |
| 2726 | HAYMAN CAPITAL MANAGEMENT, L.P. | $1.04B | Q1 2014 | 5/15/2014 | 26 |
| 2727 | Steigerwald, Gordon & Koch Inc. | $1.04B | Q4 2025 | 1/23/2026 | 924 |
| 2728 | SG Capital Management LLC | $1.04B | Q4 2025 | 2/13/2026 | 63 |
| 2729 | IMA Advisory Services, Inc. | $1.04B | Q4 2025 | 2/11/2026 | 1,008 |
| 2730 | Petersen Hastings Wealth Advisors Inc. | $1.04B | Q4 2025 | 2/11/2026 | 76 |
| 2731 | Voya Financial Advisors, Inc. | $1.04B | Q4 2025 | 2/13/2026 | 218 |
| 2732 | MV CAPITAL MANAGEMENT, INC. | $1.04B | Q4 2025 | 2/23/2026 | 1,183 |
| 2733 | Rothschild Wealth LLC | $1.04B | Q4 2025 | 2/17/2026 | 543 |
| 2734 | TETRAD CORP | $1.04B | Q4 2025 | 1/7/2026 | 3 |
| 2735 | MOODY NATIONAL BANK TRUST DIVISION | $1.04B | Q4 2025 | 1/12/2026 | 503 |
| 2736 | TIEDEMANN TRUST CO | $1.04B | Q2 2014 | 7/31/2014 | 80 |
| 2737 | Financial Synergies Wealth Advisors, Inc. | $1.04B | Q4 2025 | 2/6/2026 | 107 |
| 2738 | AWM Investment Company, Inc. | $1.04B | Q4 2025 | 2/13/2026 | 103 |
| 2739 | PSG Equity L.L.C. | $1.03B | Q4 2025 | 2/3/2026 | 1 |
| 2740 | Nextech Invest, Ltd. | $1.03B | Q4 2025 | 2/17/2026 | 16 |
| 2741 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1.03B | Q4 2025 | 2/17/2026 | 150 |
| 2742 | RUTABAGA CAPITAL MANAGEMENT LLC/MA | $1.03B | Q1 2014 | 5/7/2014 | 73 |
| 2743 | Broadfin Capital, LLC | $1.03B | Q1 2014 | 5/15/2014 | 85 |
| 2744 | Ashe Capital Management, LP | $1.03B | Q4 2025 | 2/17/2026 | 6 |
| 2745 | BFSG, LLC | $1.03B | Q4 2025 | 1/22/2026 | 718 |
| 2746 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $1.03B | Q4 2025 | 2/13/2026 | 218 |
| 2747 | Deer Management Co. LLC | $1.03B | Q4 2025 | 2/17/2026 | 8 |
| 2748 | Quantitative Investment Management, LLC | $1.03B | Q4 2025 | 2/17/2026 | 376 |
| 2749 | BTG Pactual Asset Management US LLC | $1.03B | Q4 2025 | 2/17/2026 | 243 |
| 2750 | Jackson Wealth Management, LLC | $1.03B | Q4 2025 | 1/20/2026 | 154 |
| 2751 | Westerkirk Capital Inc. | $1.03B | Q4 2025 | 2/11/2026 | 235 |
| 2752 | Palisade Asset Management, LLC | $1.03B | Q4 2025 | 2/13/2026 | 193 |
| 2753 | Bornite Capital Management LP | $1.02B | Q4 2025 | 2/13/2026 | 28 |
| 2754 | Covington Capital Management | $1.02B | Q1 2014 | 5/16/2014 | 248 |
| 2755 | Miller Investment Management, LP | $1.02B | Q4 2025 | 2/11/2026 | 89 |
| 2756 | Atlas FRM LLC | $1.02B | Q4 2025 | 2/12/2026 | 12 |
| 2757 | Global Strategic Investment Solutions, LLC | $1.02B | Q4 2025 | 1/29/2026 | 150 |
| 2758 | UNICOM Systems, Inc. | $1.02B | Q4 2025 | 1/14/2026 | 22 |
| 2759 | WEALTH ALLIANCE, LLC | $1.02B | Q4 2025 | 2/13/2026 | 551 |
| 2760 | NORDEN GROUP LLC | $1.02B | Q4 2025 | 1/13/2026 | 605 |
| 2761 | IBEX WEALTH ADVISORS | $1.02B | Q4 2025 | 2/17/2026 | 123 |
| 2762 | Gleason Group, Inc. | $1.02B | Q4 2025 | 1/15/2026 | 225 |
| 2763 | AZZAD ASSET MANAGEMENT INC /ADV | $1.02B | Q4 2025 | 1/21/2026 | 330 |
| 2764 | HALCYON OFFSHORE ASSET MANAGEMENT LLC | $1.02B | Q1 2014 | 5/15/2014 | 88 |
| 2765 | Abacus Wealth Partners, LLC | $1.02B | Q4 2025 | 2/5/2026 | 509 |
| 2766 | BRUNI J V & CO /CO | $1.02B | Q4 2025 | 2/10/2026 | 32 |
| 2767 | Cheviot Value Management, LLC | $1.02B | Q4 2025 | 2/3/2026 | 416 |
| 2768 | MONOGRAPH WEALTH ADVISORS, LLC | $1.02B | Q4 2025 | 2/13/2026 | 135 |
| 2769 | SC XI MANAGEMENT LLC | $1.02B | Q2 2014 | 8/8/2014 | 4 |
| 2770 | KGH Ltd | $1.02B | Q1 2014 | 5/15/2014 | 50 |
| 2771 | MASON STREET ADVISORS, LLC | $1.02B | Q4 2025 | 2/4/2026 | 15 |
| 2772 | Melqart Asset Management (UK) Ltd | $1.02B | Q4 2025 | 2/17/2026 | 45 |
| 2773 | Coppell Advisory Solutions LLC | $1.02B | Q4 2025 | 2/17/2026 | 392 |
| 2774 | SENTINEL TRUST CO LBA | $1.02B | Q4 2025 | 1/29/2026 | 133 |
| 2775 | Tributary Capital Management, LLC | $1.02B | Q4 2025 | 1/27/2026 | 167 |
| 2776 | Cornerstone Capital, Inc. | $1.01B | Q4 2025 | 2/12/2026 | 109 |
| 2777 | TRUST CO OF TOLEDO NA /OH/ | $1.01B | Q4 2025 | 1/20/2026 | 772 |
| 2778 | VISTA CAPITAL PARTNERS, INC. | $1.01B | Q4 2025 | 2/2/2026 | 152 |
| 2779 | Taikang Asset Management (Hong Kong) Co Ltd | $1.01B | Q4 2025 | 2/17/2026 | 106 |
| 2780 | HCR Wealth Advisors | $1.01B | Q4 2025 | 1/27/2026 | 255 |
| 2781 | Goehring & Rozencwajg Associates, LLC | $1.01B | Q4 2025 | 2/13/2026 | 43 |
| 2782 | Coastline Trust Co | $1.01B | Q1 2026 | 4/3/2026 | 408 |
| 2783 | WEALTHCARE CAPITAL MANAGEMENT LLC | $1.01B | Q4 2025 | 1/20/2026 | 90 |
| 2784 | DENDUR CAPITAL LP | $1.01B | Q4 2025 | 2/17/2026 | 15 |
| 2785 | Great Hill Capital LLC | $1.01B | Q4 2025 | 1/26/2026 | 50 |
| 2786 | Park Avenue Institutional Advisers LLC | $1.01B | Q4 2025 | 2/10/2026 | 3 |
| 2787 | BEACON FINANCIAL GROUP | $1.01B | Q4 2025 | 4/1/2026 | 347 |
| 2788 | BADGLEY PHELPS & BELL INC | $1B | Q2 2014 | 8/1/2014 | 183 |
| 2789 | ALYDAR PARTNERS LLC | $1B | Q1 2014 | 5/15/2014 | 100 |
| 2790 | ARROW FINANCIAL CORP | $1B | Q4 2025 | 2/5/2026 | 159 |
| 2791 | PFM Health Sciences, LP | $1B | Q4 2025 | 2/17/2026 | 78 |
| 2792 | BBFIT INVESTMENTS PTE LTD | $1B | Q4 2025 | 2/17/2026 | 9 |
| 2793 | Bronte Capital Management Pty Ltd. | $1B | Q4 2025 | 2/3/2026 | 44 |
| 2794 | Technology Crossover Management X, Ltd. | $1B | Q4 2025 | 2/6/2026 | 6 |
| 2795 | Bath Savings Trust Co | $1B | Q4 2025 | 1/12/2026 | 169 |
| 2796 | ADDISON CLARK MANAGEMENT, L.L.C. | $1B | Q1 2014 | 5/15/2014 | 20 |
| 2797 | Tanager Wealth Management LLP | $1B | Q4 2025 | 1/26/2026 | 137 |
| 2798 | Telemark Asset Management, LLC | $1B | Q4 2025 | 2/11/2026 | 56 |
| 2799 | MMCAP International Inc. SPC | $1B | Q4 2025 | 2/9/2026 | 208 |
| 2800 | Edinburgh Partners Ltd | $999M | Q2 2014 | 7/17/2014 | 40 |