Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2601 | MARTIN CURRIE LTD | $1.15B | Q2 2014 | 7/31/2014 | 84 |
| 2602 | CAMBRIDGE TRUST CO | $1.15B | Q2 2014 | 8/8/2014 | 212 |
| 2603 | Symetra Investment Management Co | $1.15B | Q1 2026 | 5/7/2026 | 6 |
| 2604 | WEALTHFRONT Corp | $1.15B | Q2 2014 | 7/24/2014 | 625 |
| 2605 | NewSquare Capital LLC | $1.15B | Q1 2026 | 5/8/2026 | 211 |
| 2606 | TAUBE HODSON STONEX PARTNERS LLP | $1.15B | Q2 2014 | 7/10/2014 | 20 |
| 2607 | WEBSTER BANK, N. A. | $1.15B | Q2 2026 | 7/20/2026 | 698 |
| 2608 | Delta Accumulation, LLC | $1.15B | Q1 2026 | 5/8/2026 | 87 |
| 2609 | Hartford Funds Management Co LLC | $1.15B | Q1 2026 | 5/4/2026 | 96 |
| 2610 | Consolidated Investment Group LLC | $1.15B | Q2 2026 | 7/22/2026 | 77 |
| 2611 | ORANGE CAPITAL, LLC | $1.15B | Q1 2014 | 5/15/2014 | 15 |
| 2612 | MEANS INVESTMENT CO., INC. | $1.15B | Q1 2026 | 4/24/2026 | 212 |
| 2613 | Hikari Power Ltd | $1.15B | Q1 2026 | 4/29/2026 | 51 |
| 2614 | Anson Funds Management LP | $1.15B | Q1 2026 | 5/18/2026 | 129 |
| 2615 | SWF LLC | $1.15B | Q1 2026 | 5/14/2026 | 11 |
| 2616 | Discipline Wealth Solutions, LLC | $1.15B | Q2 2026 | 7/21/2026 | 197 |
| 2617 | Gleason Group, Inc. | $1.15B | Q2 2026 | 7/13/2026 | 449 |
| 2618 | Serengeti Asset Management LP | $1.14B | Q1 2014 | 5/15/2014 | 41 |
| 2619 | Spartan Wealth Advisory Services LLC | $1.14B | Q1 2026 | 5/6/2026 | 311 |
| 2620 | Banco BTG Pactual S.A. | $1.14B | Q1 2026 | 5/12/2026 | 185 |
| 2621 | Man Investments Ltd | $1.14B | Q1 2014 | 5/15/2014 | 683 |
| 2622 | Wescott Financial Advisory Group, LLC | $1.14B | Q1 2026 | 5/12/2026 | 193 |
| 2623 | Rossmore Private Capital | $1.14B | Q1 2026 | 5/1/2026 | 343 |
| 2624 | High Ground Investment Management LLP | $1.14B | Q2 2026 | 7/20/2026 | 7 |
| 2625 | EnCap Energy Capital Fund XI, L.P. | $1.14B | Q4 2025 | 2/17/2026 | 3 |
| 2626 | Pale Fire Capital SE | $1.14B | Q1 2026 | 5/14/2026 | 60 |
| 2627 | Telos Capital Management, Inc. | $1.13B | Q2 2026 | 7/22/2026 | 201 |
| 2628 | Alua Capital Management LP | $1.13B | Q1 2026 | 5/15/2026 | 15 |
| 2629 | SP Asset Management LLC | $1.13B | Q1 2026 | 5/6/2026 | 119 |
| 2630 | Hook Mill Capital Partners, LP | $1.13B | Q1 2026 | 5/15/2026 | 39 |
| 2631 | Oriental Harbor Investment Master Fund | $1.13B | Q1 2026 | 4/28/2026 | 12 |
| 2632 | WS MANAGEMENT LLLP | $1.13B | Q1 2026 | 5/14/2026 | 56 |
| 2633 | American Trust | $1.13B | Q1 2026 | 5/1/2026 | 313 |
| 2634 | Indivisible Partners | $1.13B | Q1 2026 | 4/30/2026 | 482 |
| 2635 | SENTINEL TRUST CO LBA | $1.13B | Q2 2026 | 7/13/2026 | 136 |
| 2636 | BFSG, LLC | $1.13B | Q2 2026 | 7/20/2026 | 768 |
| 2637 | Parkwood LLC | $1.13B | Q1 2026 | 5/15/2026 | 85 |
| 2638 | DARK FOREST CAPITAL MANAGEMENT LP | $1.13B | Q1 2026 | 5/15/2026 | 766 |
| 2639 | GUARDIAN LIFE INSURANCE CO OF AMERICA | $1.13B | Q1 2014 | 5/14/2014 | 581 |
| 2640 | BEACH INVESTMENT COUNSEL INC/PA | $1.13B | Q2 2014 | 7/22/2014 | 174 |
| 2641 | PALLADIUM PARTNERS LLC | $1.12B | Q2 2014 | 8/1/2014 | 250 |
| 2642 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $1.12B | Q1 2026 | 5/1/2026 | 192 |
| 2643 | Estate Counselors, LLC | $1.12B | Q1 2026 | 5/15/2026 | 97 |
| 2644 | PENN DAVIS MCFARLAND INC | $1.12B | Q2 2026 | 7/15/2026 | 79 |
| 2645 | WEATHERBIE CAPITAL, LLC | $1.12B | Q2 2014 | 8/8/2014 | 75 |
| 2646 | Wealth Architects, LLC | $1.12B | Q1 2026 | 5/15/2026 | 244 |
| 2647 | FISHMAN JAY A LTD/MI | $1.12B | Q1 2026 | 4/29/2026 | 76 |
| 2648 | Salomon & Ludwin, LLC | $1.12B | Q1 2026 | 5/11/2026 | 2,097 |
| 2649 | PRIVATE TRUST CO NA | $1.12B | Q1 2026 | 4/30/2026 | 2,607 |
| 2650 | Autonomy Capital (Jersey) L.P. | $1.12B | Q1 2014 | 5/15/2014 | 18 |
| 2651 | Caldwell Trust Co | $1.12B | Q1 2026 | 4/22/2026 | 784 |
| 2652 | BRYN MAWR CAPITAL MANAGEMENT INC | $1.12B | Q1 2014 | 5/15/2014 | 531 |
| 2653 | Chescapmanager LLC | $1.12B | Q1 2026 | 5/14/2026 | 28 |
| 2654 | Allen Capital Group, LLC | $1.12B | Q1 2026 | 5/27/2026 | 284 |
| 2655 | HCR Wealth Advisors | $1.12B | Q2 2026 | 7/13/2026 | 259 |
| 2656 | CANANDAIGUA NATIONAL CORP | $1.12B | Q1 2026 | 4/8/2026 | 310 |
| 2657 | Mint Tower Capital Management B.V. | $1.12B | Q1 2026 | 5/4/2026 | 338 |
| 2658 | VIKING FUND MANAGEMENT LLC | $1.12B | Q2 2026 | 7/13/2026 | 146 |
| 2659 | Advyzon Investment Management, LLC | $1.12B | Q1 2026 | 5/12/2026 | 675 |
| 2660 | First Light Asset Management, LLC | $1.12B | Q1 2026 | 5/15/2026 | 35 |
| 2661 | Versant Capital Management, Inc | $1.12B | Q2 2026 | 7/2/2026 | 2,745 |
| 2662 | STARR INTERNATIONAL CO INC | $1.12B | Q2 2014 | 8/7/2014 | 29 |
| 2663 | JGP Wealth Management, LLC | $1.11B | Q2 2026 | 7/7/2026 | 231 |
| 2664 | KEYSTONE INVESTORS PTE LTD | $1.11B | Q4 2025 | 2/13/2026 | 77 |
| 2665 | North of South Capital LLP | $1.11B | Q1 2026 | 4/20/2026 | 29 |
| 2666 | Rockbridge Investment Management, LCC | $1.11B | Q1 2026 | 5/14/2026 | 137 |
| 2667 | Hilltop Holdings Inc. | $1.11B | Q1 2026 | 5/14/2026 | 987 |
| 2668 | TD Capital Management LLC | $1.11B | Q1 2026 | 5/11/2026 | 853 |
| 2669 | Emerald Investment Advisers, LLC | $1.11B | Q1 2026 | 5/11/2026 | 251 |
| 2670 | RKL Wealth Management LLC | $1.11B | Q1 2026 | 4/24/2026 | 179 |
| 2671 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $1.11B | Q1 2026 | 4/29/2026 | 286 |
| 2672 | Bain Capital Life Sciences Investors, LLC | $1.11B | Q1 2026 | 5/15/2026 | 20 |
| 2673 | Trust Co | $1.11B | Q2 2026 | 7/10/2026 | 908 |
| 2674 | Rothschild Wealth LLC | $1.11B | Q1 2026 | 5/6/2026 | 596 |
| 2675 | HBW ADVISORY SERVICES LLC | $1.11B | Q2 2026 | 7/16/2026 | 463 |
| 2676 | GLENHILL ADVISORS LLC | $1.11B | Q1 2014 | 5/15/2014 | 115 |
| 2677 | YCG, LLC | $1.1B | Q1 2026 | 5/14/2026 | 42 |
| 2678 | AWM CAPITAL, LLC | $1.1B | Q1 2026 | 5/12/2026 | 113 |
| 2679 | Premier Fund Managers Ltd | $1.1B | Q2 2026 | 7/22/2026 | 174 |
| 2680 | Impax Asset Management LTD | $1.1B | Q1 2014 | 5/23/2014 | 41 |
| 2681 | Teamwork Financial Advisors, LLC | $1.1B | Q2 2026 | 7/8/2026 | 215 |
| 2682 | Rodgers & Associates, LTD | $1.1B | Q2 2026 | 7/21/2026 | 108 |
| 2683 | BEACON FINANCIAL GROUP | $1.1B | Q2 2026 | 7/16/2026 | 377 |
| 2684 | DLD Asset Management, LP | $1.1B | Q1 2026 | 5/13/2026 | 357 |
| 2685 | PINKERTON WEALTH, LLC | $1.1B | Q1 2026 | 4/9/2026 | 138 |
| 2686 | Legato Capital Management LLC | $1.1B | Q1 2026 | 5/14/2026 | 726 |
| 2687 | MARK ASSET MANAGEMENT LP | $1.1B | Q1 2026 | 5/15/2026 | 37 |
| 2688 | PFM Health Sciences, LP | $1.1B | Q1 2026 | 5/15/2026 | 83 |
| 2689 | DELTA ASSET MANAGEMENT LLC/TN | $1.1B | Q1 2026 | 5/11/2026 | 597 |
| 2690 | Golden State Wealth Management, LLC | $1.1B | Q2 2026 | 7/22/2026 | 1,684 |
| 2691 | Consolidated Portfolio Review Corp | $1.1B | Q1 2026 | 4/27/2026 | 34 |
| 2692 | Red Door Wealth Management, LLC | $1.1B | Q2 2026 | 7/13/2026 | 320 |
| 2693 | Goldstein Advisors, LLC | $1.09B | Q2 2026 | 7/20/2026 | 261 |
| 2694 | Khrom Capital Management LLC | $1.09B | Q1 2026 | 5/15/2026 | 14 |
| 2695 | CAPE COD FIVE CENTS SAVINGS BANK | $1.09B | Q4 2025 | 2/13/2026 | 194 |
| 2696 | Corebridge Financial, Inc. | $1.09B | Q1 2026 | 5/14/2026 | 3 |
| 2697 | Asset Advisors Investment Management, LLC | $1.09B | Q2 2026 | 7/22/2026 | 102 |
| 2698 | Tekla Capital Management LLC | $1.09B | Q2 2014 | 8/5/2014 | 64 |
| 2699 | Bison Wealth, LLC | $1.09B | Q2 2026 | 7/7/2026 | 485 |
| 2700 | MMBG INVESTMENT ADVISORS CO. | $1.09B | Q1 2026 | 4/30/2026 | 172 |
| 2701 | Pitcairn Wealth Advisors LLC | $1.09B | Q1 2026 | 5/13/2026 | 271 |
| 2702 | SORA INVESTORS LLC | $1.09B | Q1 2026 | 5/15/2026 | 77 |
| 2703 | Atalan Capital Partners, LP | $1.08B | Q1 2026 | 5/15/2026 | 10 |
| 2704 | Heron Bay Capital Management | $1.08B | Q1 2026 | 5/13/2026 | 78 |
| 2705 | Palisade Asset Management, LLC | $1.08B | Q2 2026 | 7/20/2026 | 204 |
| 2706 | CONNORS INVESTOR SERVICES INC | $1.08B | Q1 2026 | 5/15/2026 | 149 |
| 2707 | Electrum Group LLC | $1.08B | Q1 2026 | 5/12/2026 | 8 |
| 2708 | Telemark Asset Management, LLC | $1.08B | Q1 2026 | 5/12/2026 | 53 |
| 2709 | First Nebraska Trust Co | $1.08B | Q1 2026 | 6/1/2026 | 218 |
| 2710 | ARVEST TRUST CO N A | $1.08B | Q2 2014 | 7/14/2014 | 121 |
| 2711 | MOTCO | $1.08B | Q1 2026 | 4/22/2026 | 598 |
| 2712 | BUCKINGHAM CAPITAL MANAGEMENT INC | $1.08B | Q1 2014 | 5/14/2014 | 91 |
| 2713 | Great Waters Wealth Management | $1.08B | Q2 2026 | 7/8/2026 | 128 |
| 2714 | Foundry Partners, LLC | $1.08B | Q2 2014 | 7/7/2014 | 254 |
| 2715 | KMG FIDUCIARY PARTNERS, LLC | $1.08B | Q2 2026 | 7/9/2026 | 207 |
| 2716 | KPCB DGF Associates, LLC | $1.08B | Q2 2014 | 7/25/2014 | 5 |
| 2717 | REGENTATLANTIC CAPITAL LLC | $1.07B | Q2 2014 | 7/30/2014 | 361 |
| 2718 | IBEX WEALTH ADVISORS | $1.07B | Q1 2026 | 4/30/2026 | 203 |
| 2719 | JIA INVESTMENT ALLIANCE PTE. LTD. | $1.07B | Q2 2026 | 7/16/2026 | 23 |
| 2720 | Antipodean Advisors LLC | $1.07B | Q1 2014 | 5/15/2014 | 17 |
| 2721 | Graves Light Lenhart Wealth, Inc. | $1.07B | Q2 2026 | 7/7/2026 | 203 |
| 2722 | SIR Capital Management, L.P. | $1.07B | Q1 2026 | 5/15/2026 | 88 |
| 2723 | Center for Financial Planning, Inc. | $1.07B | Q2 2026 | 7/21/2026 | 666 |
| 2724 | Passaic Partners LLC | $1.07B | Q1 2026 | 5/15/2026 | 15 |
| 2725 | Diameter Capital Partners LP | $1.07B | Q1 2026 | 5/15/2026 | 29 |
| 2726 | CAPITAL ONE, NATIONAL ASSOCIATION | $1.07B | Q2 2014 | 7/25/2014 | 536 |
| 2727 | Zuckerman Investment Group, LLC | $1.07B | Q1 2026 | 5/15/2026 | 136 |
| 2728 | E20 Capital Ltd | $1.07B | Q1 2026 | 5/20/2026 | 22 |
| 2729 | CUTLER INVESTMENT COUNSEL LLC | $1.06B | Q2 2026 | 7/14/2026 | 157 |
| 2730 | Synergy Asset Management, LLC | $1.06B | Q2 2026 | 7/22/2026 | 274 |
| 2731 | Counsel Portfolio Services Inc. | $1.06B | Q2 2014 | 8/11/2014 | 320 |
| 2732 | Hackensack Meridian Health, Inc. | $1.06B | Q1 2026 | 5/14/2026 | 7 |
| 2733 | ANGELO GORDON & CO., L.P. | $1.06B | Q4 2025 | 2/17/2026 | 61 |
| 2734 | Boussard & Gavaudan Investment Management LLP | $1.06B | Q1 2026 | 5/15/2026 | 89 |
| 2735 | WESTPORT ADVISERS LLC | $1.06B | Q1 2014 | 5/9/2014 | 59 |
| 2736 | MIRABELLA FINANCIAL SERVICES LLP | $1.06B | Q1 2026 | 5/12/2026 | 889 |
| 2737 | Cornerstone Advisory, LLC | $1.06B | Q1 2026 | 5/4/2026 | 262 |
| 2738 | Kintegral Advisory, LLC | $1.06B | Q1 2026 | 5/14/2026 | 233 |
| 2739 | FOURPOINTS Investment Managers, S.A.S. | $1.05B | Q2 2014 | 8/6/2014 | 81 |
| 2740 | MONOGRAPH WEALTH ADVISORS, LLC | $1.05B | Q1 2026 | 5/13/2026 | 144 |
| 2741 | SYMPHONY ASSET MANAGEMENT LLC | $1.05B | Q1 2014 | 5/15/2014 | 405 |
| 2742 | Financial Management Professionals, Inc. | $1.05B | Q2 2026 | 7/9/2026 | 1,054 |
| 2743 | Shepherd Financial Partners LLC | $1.05B | Q1 2026 | 5/11/2026 | 240 |
| 2744 | WEALTHCARE CAPITAL MANAGEMENT LLC | $1.05B | Q2 2026 | 7/9/2026 | 105 |
| 2745 | ABNER HERRMAN & BROCK LLC | $1.05B | Q2 2026 | 7/8/2026 | 111 |
| 2746 | TriOaks Capital Management L.P. | $1.05B | Q1 2014 | 5/15/2014 | 66 |
| 2747 | ELEMENT CAPITAL MANAGEMENT LLC | $1.05B | Q1 2026 | 5/12/2026 | 49 |
| 2748 | Nemes Rush Group LLC | $1.05B | Q1 2026 | 4/21/2026 | 944 |
| 2749 | HORAN Wealth, LLC | $1.05B | Q1 2026 | 5/8/2026 | 257 |
| 2750 | L2 Asset Management, LLC | $1.05B | Q1 2026 | 5/14/2026 | 397 |
| 2751 | SPIREPOINT PRIVATE CLIENT, LLC | $1.05B | Q1 2026 | 4/22/2026 | 322 |
| 2752 | Compass Ion Advisors, LLC | $1.05B | Q1 2026 | 4/13/2026 | 279 |
| 2753 | TRUE Private Wealth Advisors | $1.05B | Q1 2026 | 5/15/2026 | 266 |
| 2754 | Accurate Wealth Management, LLC | $1.05B | Q2 2026 | 7/14/2026 | 576 |
| 2755 | Apriem Advisors | $1.05B | Q1 2026 | 5/14/2026 | 186 |
| 2756 | Long Pond Capital, LP | $1.05B | Q1 2026 | 5/14/2026 | 33 |
| 2757 | WAYCROSS PARTNERS, LLC | $1.05B | Q1 2026 | 5/7/2026 | 76 |
| 2758 | Randolph Co Inc | $1.05B | Q1 2026 | 4/24/2026 | 43 |
| 2759 | Hudson Way Capital Management LLC | $1.05B | Q1 2026 | 5/15/2026 | 16 |
| 2760 | True North Advisors, LLC | $1.05B | Q2 2026 | 7/22/2026 | 291 |
| 2761 | Jabre Capital Partners S.A. | $1.05B | Q1 2014 | 5/15/2014 | 106 |
| 2762 | TETRAD CORP | $1.05B | Q2 2026 | 7/6/2026 | 3 |
| 2763 | CCM INVESTMENT ADVISERS LLC | $1.04B | Q1 2026 | 5/20/2026 | 93 |
| 2764 | HAYMAN CAPITAL MANAGEMENT, L.P. | $1.04B | Q1 2014 | 5/15/2014 | 26 |
| 2765 | Continuum Advisory, LLC | $1.04B | Q1 2026 | 4/22/2026 | 453 |
| 2766 | NORDEN GROUP LLC | $1.04B | Q1 2026 | 4/15/2026 | 615 |
| 2767 | CLOUGH CAPITAL PARTNERS L P | $1.04B | Q1 2026 | 5/15/2026 | 96 |
| 2768 | Crescent Grove Advisors, LLC | $1.04B | Q1 2026 | 5/6/2026 | 303 |
| 2769 | SCOGGIN MANAGEMENT LP | $1.04B | Q1 2026 | 5/15/2026 | 51 |
| 2770 | RDST Capital LLC | $1.04B | Q1 2026 | 5/15/2026 | 20 |
| 2771 | Optimus Prime Fund Management Co., Ltd. | $1.04B | Q1 2026 | 5/15/2026 | 27 |
| 2772 | Nadler Financial Group, Inc. | $1.04B | Q1 2026 | 5/4/2026 | 135 |
| 2773 | Morgan Stanley Institutional Investment Advisors LLC | $1.04B | Q1 2026 | 5/14/2026 | 5 |
| 2774 | Marks Group Wealth Management, Inc | $1.04B | Q1 2026 | 5/5/2026 | 337 |
| 2775 | E-L Financial Corp Ltd | $1.04B | Q1 2026 | 5/11/2026 | 1 |
| 2776 | TIEDEMANN TRUST CO | $1.04B | Q2 2014 | 7/31/2014 | 80 |
| 2777 | CALIBER WEALTH MANAGEMENT, LLC / KS | $1.04B | Q2 2026 | 7/22/2026 | 300 |
| 2778 | TOWER BRIDGE ADVISORS | $1.04B | Q1 2026 | 5/12/2026 | 221 |
| 2779 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1.03B | Q1 2026 | 5/15/2026 | 26 |
| 2780 | Oak Thistle LLC | $1.03B | Q2 2026 | 7/20/2026 | 466 |
| 2781 | ABSOLUTE INVESTMENT ADVISERS, LLC | $1.03B | Q2 2026 | 7/21/2026 | 112 |
| 2782 | Condire Management, LP | $1.03B | Q1 2026 | 5/15/2026 | 19 |
| 2783 | ISTHMUS PARTNERS, LLC | $1.03B | Q2 2026 | 7/20/2026 | 226 |
| 2784 | Laurel Wealth Advisors LLC | $1.03B | Q2 2026 | 7/17/2026 | 200 |
| 2785 | Tanager Wealth Management LLP | $1.03B | Q1 2026 | 4/20/2026 | 145 |
| 2786 | RUTABAGA CAPITAL MANAGEMENT LLC/MA | $1.03B | Q1 2014 | 5/7/2014 | 73 |
| 2787 | RW Investment Management LLC | $1.03B | Q1 2026 | 4/28/2026 | 113 |
| 2788 | ARMSTRONG HENRY H ASSOCIATES INC | $1.03B | Q2 2026 | 7/7/2026 | 64 |
| 2789 | Broadfin Capital, LLC | $1.03B | Q1 2014 | 5/15/2014 | 85 |
| 2790 | J. Stern & Co. LLP | $1.03B | Q1 2026 | 5/15/2026 | 49 |
| 2791 | Wolf Hill Capital Management, LP | $1.03B | Q1 2026 | 5/14/2026 | 26 |
| 2792 | Tributary Capital Management, LLC | $1.03B | Q1 2026 | 5/4/2026 | 164 |
| 2793 | Samsara BioCapital, LLC | $1.03B | Q1 2026 | 5/15/2026 | 22 |
| 2794 | Columbus Macro, LLC | $1.03B | Q2 2026 | 7/22/2026 | 207 |
| 2795 | Madrone Advisors, LLC | $1.03B | Q1 2026 | 5/14/2026 | 5 |
| 2796 | Global Strategic Investment Solutions, LLC | $1.03B | Q1 2026 | 4/29/2026 | 145 |
| 2797 | Insight Wealth Strategies, LLC | $1.02B | Q2 2026 | 7/10/2026 | 183 |
| 2798 | TOTH FINANCIAL ADVISORY CORP | $1.02B | Q2 2026 | 7/14/2026 | 880 |
| 2799 | IMA Advisory Services, Inc. | $1.02B | Q1 2026 | 5/6/2026 | 1,033 |
| 2800 | Moisand Fitzgerald Tamayo, LLC | $1.02B | Q2 2026 | 7/13/2026 | 537 |