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
601 Concurrent Investment Advisors, LLC $9.2B Q1 2026 4/20/2026 1,929
602 London & Capital Asset Management Ltd $9.18B Q1 2026 5/15/2026 223
603 Union Bancaire Privee, UBP SA $9.16B Q2 2026 7/16/2026 491
604 RWA WEALTH PARTNERS, LLC $9.14B Q1 2026 5/13/2026 618
605 SOROS FUND MANAGEMENT LLC $9.12B Q1 2026 5/15/2026 263
606 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. $9.09B Q2 2014 8/11/2014 1,306
607 APPALOOSA MANAGEMENT LP $9.06B Q1 2014 5/15/2014 58
608 Blue Ridge Capital, L.L.C. $9.04B Q1 2014 5/15/2014 52
609 Vestmark Advisory Solutions, Inc. $9.02B Q1 2026 5/15/2026 1,327
610 ALLIANZ SE $9.02B Q1 2026 5/11/2026 473
611 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST $9.01B Q2 2026 7/9/2026 20
612 Egerton Capital (UK) LLP $9.01B Q1 2026 5/13/2026 24
613 River Road Asset Management, LLC $8.99B Q2 2026 7/17/2026 175
614 AXIOM INVESTORS LLC /DE $8.99B Q1 2026 5/14/2026 121
615 Atria Investments, Inc $8.94B Q1 2026 5/5/2026 2,028
616 YOUSIF CAPITAL MANAGEMENT, LLC $8.94B Q2 2026 7/16/2026 1,665
617 ARIEL INVESTMENTS, LLC $8.93B Q1 2026 5/14/2026 106
618 FIR TREE CAPITAL MANAGEMENT LP $8.93B Q1 2014 5/15/2014 74
619 Horizon Investments, LLC $8.92B Q1 2026 5/14/2026 1,408
620 ACUTE INVESTMENT ADVISORY, LLC $8.91B Q1 2026 4/27/2026 18
621 FACTORY MUTUAL INSURANCE CO $8.89B Q1 2026 5/5/2026 196
622 Platinum Equity Advisors, LLC/DE $8.88B Q1 2026 5/15/2026 6
623 WHITTIER TRUST CO $8.86B Q1 2026 4/28/2026 1,343
624 COOKE & BIELER LP $8.84B Q1 2026 5/4/2026 107
625 Mirova US LLC $8.81B Q1 2026 5/11/2026 42
626 Municipal Employees' Retirement System of Michigan $8.81B Q1 2026 5/11/2026 28
627 CULLEN/FROST BANKERS, INC. $8.81B Q1 2026 5/5/2026 1,393
628 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $8.8B Q1 2026 5/7/2026 1,363
629 Stratos Wealth Partners, LTD. $8.8B Q1 2026 4/28/2026 1,619
630 OPPENHEIMER ASSET MANAGEMENT INC. $8.76B Q1 2026 4/23/2026 1,113
631 Blue Trust, Inc. $8.74B Q1 2026 4/20/2026 2,506
632 MAVERICK CAPITAL LTD $8.67B Q1 2026 5/15/2026 241
633 Prime Capital Investment Advisors, LLC $8.65B Q1 2026 5/8/2026 1,046
634 VONTOBEL ASSET MANAGEMENT INC $8.63B Q1 2014 5/15/2014 74
635 York Capital Management Global Advisors, LLC $8.61B Q1 2014 5/16/2014 99
636 SCOUT INVESTMENTS, INC. $8.6B Q2 2014 8/4/2014 279
637 Advisors Capital Management, LLC $8.58B Q1 2026 5/1/2026 566
638 Norinchukin Bank, The $8.57B Q1 2026 5/15/2026 560
639 ICAHN CARL C $8.55B Q1 2026 5/15/2026 12
640 Sarasin & Partners LLP $8.54B Q2 2026 7/7/2026 94
641 Penserra Capital Management LLC $8.52B Q1 2026 5/11/2026 1,095
642 JANA PARTNERS LLC $8.5B Q1 2014 5/14/2014 51
643 GARDNER RUSSO & QUINN LLC $8.5B Q1 2026 5/13/2026 86
644 DEERFIELD MANAGEMENT COMPANY, L.P. $8.48B Q1 2026 5/15/2026 82
645 FIDUCIARY TRUST CO $8.46B Q1 2026 5/15/2026 865
646 Valmark Advisers, Inc. $8.42B Q1 2026 5/1/2026 677
647 Quadrature Capital Ltd $8.4B Q1 2026 5/15/2026 1,313
648 NewEdge Wealth, LLC $8.39B Q1 2026 5/13/2026 1,124
649 Andra AP-fonden $8.39B Q1 2026 5/8/2026 396
650 RAINIER INVESTMENT MANAGEMENT LLC $8.37B Q1 2014 5/15/2014 210
651 Modera Wealth Management, LLC $8.34B Q1 2026 5/6/2026 635
652 GILDER GAGNON HOWE & CO LLC $8.34B Q1 2026 5/15/2026 252
653 Vest Financial, LLC $8.33B Q1 2026 4/23/2026 414
654 McCarthy & Cox $8.25B Q4 2025 1/23/2026 18
655 Commonwealth Equity Services, Inc $8.22B Q2 2014 7/23/2014 2,061
656 OPPENHEIMER & CO INC $8.21B Q1 2026 4/23/2026 1,683
657 Burgundy Asset Management Ltd. $8.21B Q1 2014 5/12/2014 111
658 LGT Group Foundation $8.19B Q1 2026 4/28/2026 283
659 Ballentine Partners, LLC $8.18B Q2 2026 7/17/2026 1,078
660 MISSION WEALTH MANAGEMENT, LP $8.18B Q2 2026 7/20/2026 1,069
661 CAUSEWAY CAPITAL MANAGEMENT LLC $8.15B Q1 2026 5/14/2026 107
662 CHOREO, LLC $8.15B Q1 2026 5/12/2026 1,613
663 Williams Jones Wealth Management, LLC. $8.14B Q1 2026 5/5/2026 515
664 Compagnie Lombard Odier SCmA $8.13B Q1 2026 4/15/2026 454
665 WHITEBOX ADVISORS LLC $8.12B Q1 2026 5/15/2026 568
666 COLDSTREAM CAPITAL MANAGEMENT INC $8.12B Q1 2026 5/8/2026 1,194
667 KESTRA PRIVATE WEALTH SERVICES, LLC $8.11B Q1 2026 4/20/2026 1,762
668 Allen Investment Management, LLC $8.09B Q1 2026 5/7/2026 221
669 Canoe Financial LP $8.07B Q2 2026 7/16/2026 119
670 FOUNDATIONS INVESTMENT ADVISORS, LLC $8.07B Q1 2026 5/11/2026 1,160
671 Vinva Investment Management Ltd $8.07B Q1 2026 5/13/2026 435
672 Madison Asset Management, LLC $8.06B Q1 2026 5/7/2026 349
673 FIDUCIARY MANAGEMENT INC /WI/ $8.06B Q1 2026 5/14/2026 62
674 Virtu KCG Holdings LLC $8.03B Q1 2014 5/15/2014 4,075
675 Midwest Trust Co $8.02B Q1 2026 5/1/2026 593
676 Engineers Gate Manager LP $8B Q1 2026 5/15/2026 2,137
677 STEPHENS INC /AR/ $7.99B Q1 2026 4/28/2026 1,311
678 Horizon Kinetics LLC $7.99B Q1 2014 5/14/2014 534
679 Capital Markets Trading UK LLP $7.95B Q1 2026 5/15/2026 312
680 F&C Asset Management plc $7.92B Q1 2014 5/14/2014 732
681 PointState Capital LP $7.9B Q1 2026 5/15/2026 45
682 Champlain Investment Partners, LLC $7.88B Q1 2026 5/13/2026 130
683 Illinois Municipal Retirement Fund $7.86B Q1 2026 5/5/2026 1,127
684 Summit Financial, LLC $7.85B Q1 2026 5/15/2026 1,397
685 HERNDON CAPITAL MANAGEMENT LLC $7.83B Q1 2014 5/14/2014 162
686 BARTLETT & CO. WEALTH MANAGEMENT LLC $7.82B Q1 2026 5/6/2026 1,285
687 PEAPACK GLADSTONE FINANCIAL CORP $7.82B Q1 2026 5/15/2026 651
688 PINNACLE ASSOCIATES LTD $7.78B Q1 2026 4/21/2026 955
689 EVERETT HARRIS & CO /CA/ $7.77B Q1 2026 5/8/2026 323
690 Investment Management Corp of Ontario $7.76B Q1 2026 5/15/2026 664
691 Whale Rock Capital Management LLC $7.74B Q1 2026 5/15/2026 35
692 WELCH & FORBES LLC $7.73B Q1 2026 5/1/2026 368
693 SB INVESTMENT ADVISERS (UK) LTD $7.73B Q1 2026 5/15/2026 10
694 BOOTHBAY FUND MANAGEMENT, LLC $7.71B Q1 2026 5/15/2026 2,010
695 Crossmark Global Holdings, Inc. $7.71B Q2 2026 7/16/2026 1,261
696 Magellan Asset Management Ltd $7.71B Q1 2026 5/11/2026 79
697 Mizuho Securities Co. Ltd. $7.68B Q1 2026 5/6/2026 16
698 ABN AMRO INVESTMENT SOLUTIONS $7.67B Q1 2026 5/12/2026 629
699 CARRONADE CAPITAL MANAGEMENT, LP $7.65B Q1 2026 5/15/2026 32
700 SAPIENT CAPITAL LLC $7.64B Q2 2026 7/9/2026 396
701 WHV Investments, Inc. $7.61B Q1 2014 7/31/2014 148
702 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $7.61B Q2 2026 7/15/2026 253
703 Apollo Management Holdings, L.P. $7.6B Q1 2026 5/15/2026 86
704 SIH Partners, LLLP $7.58B Q1 2026 5/15/2026 291
705 OREGON PUBLIC EMPLOYEES RETIREMENT FUND $7.58B Q1 2026 4/29/2026 1,510
706 ADAPT Investment Managers SA $7.56B Q1 2026 5/15/2026 133
707 HM PAYSON & CO $7.54B Q2 2026 7/17/2026 1,139
708 Advisory Services Network, LLC $7.52B Q1 2026 5/15/2026 4,832
709 YACKTMAN ASSET MANAGEMENT LP $7.5B Q1 2026 5/1/2026 76
710 Jump Financial, LLC $7.5B Q1 2026 5/14/2026 1,821
711 Fairpointe Capital LLC $7.49B Q2 2014 8/7/2014 77
712 BRIDGES INVESTMENT MANAGEMENT INC $7.38B Q1 2026 5/4/2026 447
713 Douglas Lane & Associates, LLC $7.37B Q2 2026 7/14/2026 250
714 GENDELL JEFFREY L $7.34B Q1 2026 5/15/2026 102
715 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $7.33B Q1 2026 5/15/2026 231
716 Kingsview Wealth Management, LLC $7.33B Q1 2026 5/12/2026 1,334
717 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $7.32B Q1 2026 5/1/2026 413
718 LBP AM SA $7.31B Q1 2026 4/27/2026 388
719 Stephens Investment Management Group LLC $7.3B Q1 2026 4/28/2026 173
720 Groupe la Francaise $7.29B Q1 2026 5/21/2026 455
721 Composition Wealth, LLC $7.29B Q1 2026 4/8/2026 891
722 Gradient Investments LLC $7.25B Q2 2026 7/8/2026 448
723 Good Harbor Financial, LLC $7.22B Q1 2014 5/15/2014 44
724 DRW Securities, LLC $7.21B Q1 2026 5/13/2026 1,242
725 CITIZENS FINANCIAL GROUP INC/RI $7.19B Q1 2026 5/1/2026 837
726 Simplify Asset Management Inc. $7.19B Q2 2026 7/16/2026 141
727 Findlay Park Partners LLP $7.17B Q1 2026 5/13/2026 56
728 UMB Bank, n.a. $7.16B Q1 2026 5/11/2026 2,284
729 Two Seas Capital LP $7.15B Q1 2026 5/15/2026 47
730 First Pacific Advisors, LP $7.14B Q1 2026 5/13/2026 86
731 BAIRD ROBERT W & CO INC /WI/ $7.13B Q2 2014 8/8/2014 1,141
732 SATURNA CAPITAL CORP $7.13B Q1 2026 5/11/2026 148
733 MANNING & NAPIER ADVISORS LLC $7.09B Q1 2026 4/30/2026 616
734 Apella Capital, LLC $7.08B Q2 2026 7/8/2026 716
735 Amova Asset Management Americas, Inc. $7.07B Q1 2026 5/7/2026 186
736 Forum Financial Management, LP $7.07B Q1 2026 4/23/2026 331
737 iA Global Asset Management Inc. $7.06B Q1 2026 4/23/2026 396
738 Longview Partners (Guernsey) LTD $7.06B Q1 2026 5/15/2026 25
739 Sentry Investments Corp. $7.05B Q1 2014 5/14/2014 140
740 Railway Pension Investments Ltd $7.03B Q1 2026 5/12/2026 103
741 Circle Wealth Management, LLC $7.02B Q1 2026 5/11/2026 264
742 Perpetual Ltd $7B Q2 2026 7/15/2026 419
743 Jane Street Holding, LLC $6.99B Q4 2013 2/14/2014 2,276
744 OpenArc Corporate Advisory, LLC $6.98B Q1 2026 5/11/2026 716
745 Defiance ETFs, LLC $6.98B Q1 2026 5/15/2026 366
746 SEGALL BRYANT & HAMILL, LLC $6.98B Q1 2026 5/22/2026 576
747 Summit Trail Advisors, LLC $6.98B Q1 2026 5/12/2026 1,441
748 TIAA CREF TRUST CO FSB/MO $6.98B Q2 2014 8/11/2014 301
749 Raiffeisen Bank International AG $6.97B Q1 2026 4/24/2026 832
750 Pure Financial Advisors, LLC $6.97B Q1 2026 4/10/2026 572
751 Absolute Return Capital, LLC $6.92B Q1 2014 5/15/2014 1,230
752 EDMOND DE ROTHSCHILD HOLDING S.A. $6.91B Q1 2026 5/13/2026 547
753 Aspex Management (HK) Ltd $6.9B Q1 2026 5/15/2026 29
754 Aperio Group, LLC $6.89B Q2 2014 7/23/2014 1,734
755 Prospera Financial Services Inc $6.89B Q2 2026 7/15/2026 1,468
756 AIA Group Ltd $6.88B Q1 2026 5/6/2026 325
757 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $6.85B Q2 2026 7/14/2026 1,062
758 GROUPAMA ASSET MANAGMENT $6.85B Q1 2026 5/22/2026 395
759 Capital Investment Advisors, LLC $6.84B Q1 2026 4/17/2026 749
760 PRINCIPAL SECURITIES, INC. $6.82B Q1 2026 5/13/2026 1,411
761 CANTOR FITZGERALD, L. P. $6.78B Q1 2026 5/15/2026 259
762 Jericho Capital Asset Management L.P. $6.76B Q1 2026 5/15/2026 23
763 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $6.75B Q1 2026 5/14/2026 96
764 TOCQUEVILLE ASSET MANAGEMENT L.P. $6.74B Q1 2026 5/12/2026 547
765 Slate Path Capital LP $6.73B Q1 2026 5/15/2026 44
766 Susquehanna Portfolio Strategies, LLC $6.73B Q1 2026 5/15/2026 959
767 Briar Hall Management LLC $6.72B Q1 2026 5/13/2026 1
768 FLPUTNAM INVESTMENT MANAGEMENT CO $6.71B Q1 2026 5/5/2026 569
769 MUFG Securities EMEA plc $6.7B Q1 2026 5/11/2026 551
770 ACR Alpine Capital Research, LLC $6.7B Q1 2026 4/30/2026 36
771 FIRST CITIZENS BANK & TRUST CO $6.69B Q2 2026 7/13/2026 644
772 Hexavest Inc. $6.69B Q2 2014 7/10/2014 462
773 Numeric Investors LLC $6.69B Q2 2014 8/11/2014 753
774 Mondrian Investment Partners LTD $6.69B Q1 2026 4/29/2026 103
775 GREENLIGHT CAPITAL INC $6.68B Q1 2014 5/16/2014 42
776 SPO ADVISORY CORP $6.67B Q1 2014 5/16/2014 13
777 THOMA BRAVO, L.P. $6.65B Q1 2026 4/29/2026 3
778 ALGERT GLOBAL LLC $6.65B Q1 2026 5/14/2026 1,134
779 CINCINNATI INSURANCE CO $6.62B Q1 2026 5/11/2026 63
780 MONTRUSCO BOLTON INVESTMENTS INC. $6.61B Q1 2026 4/28/2026 72
781 Aware Super Pty Ltd as trustee of Aware Super $6.6B Q1 2026 5/5/2026 235
782 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC $6.6B Q1 2026 5/8/2026 874
783 ANALYTIC INVESTORS, LLC $6.57B Q1 2014 5/12/2014 547
784 HANTZ FINANCIAL SERVICES, INC. $6.56B Q1 2026 5/1/2026 2,577
785 OAKTREE CAPITAL MANAGEMENT LP $6.56B Q1 2026 5/20/2026 147
786 LYRICAL ASSET MANAGEMENT LP $6.56B Q1 2026 5/11/2026 39
787 BOKF, NA $6.54B Q1 2026 5/8/2026 1,028
788 Rothschild & Co Wealth Management UK Ltd $6.53B Q1 2026 5/8/2026 25
789 EASTERN BANK $6.53B Q2 2026 7/1/2026 1,038
790 Global Thematic Partners, LLC $6.53B Q2 2014 8/11/2014 80
791 SIGNATUREFD, LLC $6.53B Q1 2026 4/7/2026 3,465
792 Carmignac Gestion $6.51B Q1 2026 6/15/2026 112
793 TENOR CAPITAL MANAGEMENT Co., L.P. $6.49B Q1 2026 5/15/2026 501
794 SHELL ASSET MANAGEMENT CO $6.49B Q2 2014 8/8/2014 879
795 HARBOUR INVESTMENTS, INC. $6.48B Q1 2026 5/15/2026 4,673
796 RiverFront Investment Group, LLC $6.46B Q1 2026 5/11/2026 384
797 Pine River Capital Management L.P. $6.44B Q1 2014 5/15/2014 576
798 BRADLEY FOSTER & SARGENT INC/CT $6.44B Q1 2026 5/15/2026 516
799 PGIM Custom Harvest LLC $6.4B Q1 2026 5/13/2026 276
800 CONFLUENCE INVESTMENT MANAGEMENT LLC $6.4B Q2 2026 7/1/2026 301