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 FRONTIER CAPITAL MANAGEMENT CO LLC $10.7B Q2 2026 8/14/2026 300
602 Vestmark Advisory Solutions, Inc. $10.6B Q2 2026 8/14/2026 1,464
603 HARDING LOEVNER LP $10.6B Q2 2026 8/14/2026 82
604 DUFF & PHELPS INVESTMENT MANAGEMENT CO $10.6B Q2 2026 8/13/2026 162
605 Clearstead Advisors, LLC $10.6B Q2 2026 8/6/2026 3,662
606 SCS Capital Management LLC $10.6B Q2 2026 8/6/2026 485
607 Utah Retirement Systems $10.5B Q2 2026 8/14/2026 1,027
608 Alphadyne Asset Management LP $10.5B Q2 2026 8/14/2026 857
609 THORNBURG INVESTMENT MANAGEMENT INC $10.5B Q2 2026 8/13/2026 139
610 RWA WEALTH PARTNERS, LLC $10.4B Q2 2026 8/7/2026 645
611 Capital Markets Trading UK LLP $10.4B Q2 2026 8/13/2026 351
612 SEI TRUST CO $10.4B Q2 2014 7/22/2014 1,635
613 Union Bancaire Privee, UBP SA $10.3B Q3 2026 11/4/2026 526
614 Blue Sparrow, LLC /DE $10.3B Q2 2026 8/14/2026 126
615 HBK INVESTMENTS L P $10.3B Q2 2026 9/16/2026 276
616 Jefferies Group LLC $10.3B Q1 2014 5/16/2014 1,984
617 GENERATION INVESTMENT MANAGEMENT LLP $10.3B Q2 2026 8/10/2026 28
618 Durable Capital Partners LP $10.3B Q2 2026 8/14/2026 36
619 Norinchukin Bank, The $10.3B Q2 2026 8/14/2026 567
620 Atria Investments, Inc $10.3B Q3 2026 10/15/2026 2,136
621 CULLEN/FROST BANKERS, INC. $10.2B Q3 2026 10/28/2026 1,477
622 AGF INVESTMENTS INC. $10.2B Q2 2014 7/30/2014 389
623 Prime Capital Investment Advisors, LLC $10.2B Q3 2026 10/20/2026 1,090
624 WHITTIER TRUST CO $10.2B Q2 2026 7/27/2026 1,355
625 Cullen Capital Management, LLC $10.2B Q2 2026 8/13/2026 208
626 Brookstone Capital Management $10.1B Q3 2026 10/22/2026 1,315
627 WINDACRE PARTNERSHIP LLC $10.1B Q2 2026 8/14/2026 11
628 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10.1B Q3 2026 10/23/2026 1,445
629 ASR Vermogensbeheer N.V. $10.1B Q3 2026 10/16/2026 471
630 ARIEL INVESTMENTS, LLC $10B Q2 2026 8/14/2026 106
631 THOMA BRAVO, L.P. $10B Q3 2026 10/26/2026 3
632 OFI INVEST ASSET MANAGEMENT $10B Q2 2026 7/17/2026 365
633 ALLSTATE CORP $10B Q2 2026 8/13/2026 1,338
634 NewEdge Wealth, LLC $10B Q2 2026 8/10/2026 1,232
635 LBP AM SA $10B Q2 2026 7/24/2026 423
636 Carlyle Group Inc. $10B Q2 2026 8/7/2026 19
637 Sustainable Growth Advisers, LP $9.95B Q3 2026 10/15/2026 49
638 Stratos Wealth Partners, LTD. $9.93B Q2 2026 8/11/2026 1,690
639 LONGVIEW ASSET MANAGEMENT, LLC $9.89B Q2 2026 8/14/2026 4
640 TORTOISE CAPITAL ADVISORS, L.L.C. $9.84B Q2 2026 8/14/2026 92
641 Altimeter Capital Management, LP $9.83B Q2 2026 8/14/2026 20
642 Egerton Capital (UK) LLP $9.82B Q3 2026 10/20/2026 23
643 HERSHEY TRUST CO $9.82B Q2 2026 8/10/2026 2
644 Partners Value Investments L.P. $9.8B Q2 2026 8/14/2026 7
645 GREENLEAF TRUST $9.76B Q3 2026 10/29/2026 836
646 Compagnie Lombard Odier SCmA $9.75B Q3 2026 11/4/2026 471
647 CHOREO, LLC $9.74B Q3 2026 10/28/2026 1,695
648 FOUNDATIONS INVESTMENT ADVISORS, LLC $9.72B Q2 2026 8/14/2026 1,202
649 Starlite Capital INC $9.7B Q2 2026 7/31/2026 14
650 EDGEWOOD MANAGEMENT LLC $9.69B Q2 2026 8/13/2026 90
651 GILDER GAGNON HOWE & CO LLC $9.69B Q2 2026 8/14/2026 274
652 State of Alaska, Department of Revenue $9.6B Q3 2026 10/15/2026 2,264
653 DEERFIELD MANAGEMENT COMPANY, L.P. $9.59B Q2 2026 8/14/2026 82
654 Weiss Asset Management LP $9.54B Q2 2026 8/14/2026 624
655 MUFG Securities EMEA plc $9.53B Q2 2026 8/12/2026 575
656 Vest Financial, LLC $9.52B Q3 2026 10/21/2026 414
657 OPPENHEIMER ASSET MANAGEMENT INC. $9.51B Q3 2026 10/27/2026 1,124
658 OPPENHEIMER & CO INC $9.51B Q3 2026 10/26/2026 1,752
659 Blue Trust, Inc. $9.51B Q3 2026 10/15/2026 2,524
660 Modera Wealth Management, LLC $9.5B Q3 2026 10/28/2026 674
661 ALLIANZ SE $9.48B Q2 2026 8/10/2026 549
662 TPG Group Holdings (SBS) Advisors, Inc. $9.46B Q1 2014 5/15/2014 36
663 Advisors Capital Management, LLC $9.45B Q2 2026 8/11/2026 634
664 EDGE ASSET MANAGEMENT, INC $9.44B Q1 2014 5/13/2014 297
665 AEGON ASSET MANAGEMENT UK PLC $9.44B Q3 2026 11/4/2026 174
666 Valmark Advisers, Inc. $9.42B Q2 2026 8/6/2026 728
667 OP Asset Management Ltd $9.38B Q2 2026 7/28/2026 765
668 KESTRA PRIVATE WEALTH SERVICES, LLC $9.37B Q3 2026 10/30/2026 1,741
669 Stephens Investment Management Group LLC $9.33B Q2 2026 7/29/2026 176
670 OREGON PUBLIC EMPLOYEES RETIREMENT FUND $9.31B Q3 2026 10/29/2026 1,510
671 CANTOR FITZGERALD, L. P. $9.31B Q2 2026 8/19/2026 320
672 Mirova US LLC $9.3B Q2 2026 8/14/2026 45
673 CAUSEWAY CAPITAL MANAGEMENT LLC $9.24B Q2 2026 8/13/2026 122
674 FIDUCIARY TRUST CO $9.19B Q2 2026 8/13/2026 892
675 Horizon Investments, LLC $9.13B Q2 2026 8/13/2026 1,402
676 Summit Financial, LLC $9.12B Q2 2026 8/12/2026 1,580
677 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. $9.09B Q2 2014 8/11/2014 1,306
678 APPALOOSA MANAGEMENT LP $9.06B Q1 2014 5/15/2014 58
679 Municipal Employees' Retirement System of Michigan $9.05B Q2 2026 8/10/2026 30
680 Blue Ridge Capital, L.L.C. $9.04B Q1 2014 5/15/2014 52
681 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST $9.01B Q2 2026 7/9/2026 20
682 River Road Asset Management, LLC $8.99B Q2 2026 7/17/2026 175
683 Midwest Trust Co $8.99B Q3 2026 10/22/2026 633
684 Platinum Equity Advisors, LLC/DE $8.96B Q2 2026 8/14/2026 6
685 Apollo Management Holdings, L.P. $8.94B Q2 2026 8/14/2026 87
686 FIR TREE CAPITAL MANAGEMENT LP $8.93B Q1 2014 5/15/2014 74
687 STEPHENS INC /AR/ $8.93B Q2 2026 7/29/2026 1,332
688 GARDNER RUSSO & QUINN LLC $8.93B Q2 2026 8/13/2026 85
689 Sarasin & Partners LLP $8.93B Q3 2026 10/13/2026 111
690 PINNACLE ASSOCIATES LTD $8.92B Q3 2026 10/20/2026 956
691 Aspex Management (HK) Ltd $8.89B Q2 2026 8/14/2026 27
692 Illinois Municipal Retirement Fund $8.87B Q2 2026 8/12/2026 1,120
693 YOUSIF CAPITAL MANAGEMENT, LLC $8.87B Q3 2026 10/22/2026 1,652
694 Williams Jones Wealth Management, LLC. $8.86B Q2 2026 8/5/2026 548
695 OpenArc Corporate Advisory, LLC $8.86B Q3 2026 10/21/2026 931
696 Allen Investment Management, LLC $8.84B Q3 2026 11/3/2026 225
697 LGT Group Foundation $8.84B Q2 2026 8/10/2026 284
698 Advisory Services Network, LLC $8.83B Q2 2026 8/12/2026 2,165
699 HORIZON KINETICS ASSET MANAGEMENT LLC $8.82B Q2 2026 8/11/2026 351
700 Apollon Wealth Management, LLC $8.72B Q3 2026 10/23/2026 1,643
701 Andra AP-fonden $8.7B Q2 2026 9/22/2026 393
702 PEAPACK GLADSTONE FINANCIAL CORP $8.7B Q2 2026 8/14/2026 679
703 Ethic Inc. $8.7B Q3 2026 11/3/2026 1,456
704 Raiffeisen Bank International AG $8.69B Q3 2026 10/28/2026 849
705 Two Seas Capital LP $8.68B Q3 2026 10/6/2026 47
706 VONTOBEL ASSET MANAGEMENT INC $8.63B Q1 2014 5/15/2014 74
707 York Capital Management Global Advisors, LLC $8.61B Q1 2014 5/16/2014 99
708 SCOUT INVESTMENTS, INC. $8.6B Q2 2014 8/4/2014 279
709 CITIZENS FINANCIAL GROUP INC/RI $8.58B Q3 2026 10/23/2026 1,148
710 iA Global Asset Management Inc. $8.54B Q3 2026 10/29/2026 484
711 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC $8.53B Q2 2026 8/12/2026 880
712 Composition Wealth, LLC $8.53B Q2 2026 7/22/2026 1,004
713 JANA PARTNERS LLC $8.5B Q1 2014 5/14/2014 51
714 EVERETT HARRIS & CO /CA/ $8.46B Q3 2026 10/28/2026 282
715 ALGERT GLOBAL LLC $8.43B Q2 2026 8/13/2026 1,234
716 SEGALL BRYANT & HAMILL, LLC $8.43B Q2 2026 8/12/2026 590
717 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $8.42B Q2 2026 8/14/2026 241
718 Modern Wealth Management, LLC $8.4B Q2 2026 8/13/2026 1,111
719 FLPUTNAM INVESTMENT MANAGEMENT CO $8.39B Q2 2026 8/6/2026 655
720 Madison Asset Management, LLC $8.39B Q2 2026 8/10/2026 347
721 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $8.38B Q3 2026 10/5/2026 439
722 YACKTMAN ASSET MANAGEMENT LP $8.38B Q3 2026 11/2/2026 75
723 RAINIER INVESTMENT MANAGEMENT LLC $8.37B Q1 2014 5/15/2014 210
724 WELCH & FORBES LLC $8.34B Q3 2026 11/4/2026 392
725 Canoe Financial LP $8.31B Q3 2026 10/21/2026 120
726 Groupe la Francaise $8.31B Q2 2026 8/25/2026 487
727 PRINCIPAL SECURITIES, INC. $8.31B Q2 2026 8/4/2026 1,539
728 Howard Capital Management, LLC $8.26B Q3 2026 10/15/2026 410
729 ICAHN CARL C $8.26B Q2 2026 8/14/2026 12
730 Kingsview Wealth Management, LLC $8.25B Q2 2026 8/18/2026 1,432
731 McCarthy & Cox $8.25B Q4 2025 1/23/2026 18
732 BRIDGES INVESTMENT MANAGEMENT INC $8.22B Q2 2026 8/7/2026 453
733 Commonwealth Equity Services, Inc $8.22B Q2 2014 7/23/2014 2,061
734 Burgundy Asset Management Ltd. $8.21B Q1 2014 5/12/2014 111
735 SATURNA CAPITAL CORP $8.19B Q2 2026 8/14/2026 140
736 Ballentine Partners, LLC $8.18B Q2 2026 7/17/2026 1,078
737 ARMISTICE CAPITAL, LLC $8.17B Q2 2026 8/14/2026 333
738 SOROS FUND MANAGEMENT LLC $8.14B Q2 2026 8/14/2026 266
739 AIA Group Ltd $8.11B Q3 2026 10/30/2026 320
740 First Pacific Advisors, LP $8.09B Q2 2026 8/14/2026 75
741 PECONIC PARTNERS LLC $8.04B Q2 2026 8/14/2026 8
742 Altshuler Shaham Ltd $8.04B Q2 2026 8/12/2026 500
743 Virtu KCG Holdings LLC $8.03B Q1 2014 5/15/2014 4,075
744 Horizon Kinetics LLC $7.99B Q1 2014 5/14/2014 534
745 BARTLETT & CO. WEALTH MANAGEMENT LLC $7.99B Q2 2026 7/24/2026 1,342
746 COLDSTREAM CAPITAL MANAGEMENT INC $7.99B Q2 2026 8/13/2026 1,222
747 PGIM Custom Harvest LLC $7.98B Q2 2026 8/13/2026 305
748 GREENHAVEN ASSOCIATES INC $7.96B Q3 2026 10/26/2026 27
749 Circle Wealth Management, LLC $7.96B Q2 2026 8/12/2026 257
750 Railway Pension Investments Ltd $7.95B Q2 2026 8/14/2026 102
751 Facet Wealth, Inc. $7.95B Q3 2026 11/4/2026 465
752 Summit Trail Advisors, LLC $7.95B Q2 2026 8/11/2026 1,474
753 GROUPAMA ASSET MANAGMENT $7.93B Q2 2026 8/14/2026 408
754 F&C Asset Management plc $7.92B Q1 2014 5/14/2014 732
755 Investment Management Corp of Ontario $7.9B Q2 2026 8/14/2026 657
756 UMB Bank, n.a. $7.9B Q2 2026 8/13/2026 2,303
757 Apella Capital, LLC $7.88B Q3 2026 10/8/2026 806
758 LYRICAL ASSET MANAGEMENT LP $7.88B Q2 2026 8/12/2026 41
759 Pure Financial Advisors, LLC $7.86B Q2 2026 8/14/2026 636
760 Bleakley Financial Group, LLC $7.85B Q2 2026 8/5/2026 944
761 HERNDON CAPITAL MANAGEMENT LLC $7.83B Q1 2014 5/14/2014 162
762 PointState Capital LP $7.82B Q2 2026 8/14/2026 50
763 MANNING & NAPIER ADVISORS LLC $7.8B Q2 2026 8/13/2026 865
764 Elo Mutual Pension Insurance Co $7.77B Q2 2026 8/13/2026 593
765 SIGNATUREFD, LLC $7.76B Q3 2026 10/23/2026 3,559
766 ABN AMRO Bank N.V. $7.75B Q2 2026 8/6/2026 231
767 Amova Asset Management Americas, Inc. $7.75B Q2 2026 8/13/2026 276
768 Capital Investment Advisors, LLC $7.74B Q3 2026 10/22/2026 793
769 Prospera Financial Services Inc $7.73B Q3 2026 11/4/2026 1,511
770 Appaloosa LP $7.73B Q2 2026 8/14/2026 27
771 XTX Topco Ltd $7.72B Q2 2026 8/14/2026 4,087
772 GF FUND MANAGEMENT CO. LTD. $7.72B Q3 2026 10/26/2026 616
773 Engineers Gate Manager LP $7.71B Q2 2026 8/14/2026 2,192
774 Carmignac Gestion $7.71B Q2 2026 8/13/2026 100
775 Forum Financial Management, LP $7.7B Q3 2026 10/16/2026 342
776 ARISTEIA CAPITAL, L.L.C. $7.69B Q2 2026 8/14/2026 788
777 Crossmark Global Holdings, Inc. $7.69B Q3 2026 10/21/2026 1,264
778 SB INVESTMENT ADVISERS (UK) LTD $7.66B Q2 2026 8/14/2026 9
779 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $7.66B Q3 2026 10/14/2026 241
780 WHITEBOX ADVISORS LLC $7.65B Q2 2026 8/14/2026 667
781 Saudi Central Bank $7.63B Q2 2026 7/30/2026 505
782 WHV Investments, Inc. $7.61B Q1 2014 7/31/2014 148
783 BOOTHBAY FUND MANAGEMENT, LLC $7.6B Q2 2026 8/14/2026 2,199
784 EDMOND DE ROTHSCHILD HOLDING S.A. $7.59B Q2 2026 8/10/2026 608
785 TOCQUEVILLE ASSET MANAGEMENT L.P. $7.56B Q2 2026 8/10/2026 557
786 RiverFront Investment Group, LLC $7.56B Q2 2026 7/29/2026 427
787 HM PAYSON & CO $7.54B Q2 2026 7/17/2026 1,139
788 OSSIAM $7.54B Q2 2026 8/13/2026 680
789 Aware Super Pty Ltd as trustee of Aware Super $7.51B Q3 2026 10/29/2026 219
790 Fairpointe Capital LLC $7.49B Q2 2014 8/7/2014 77
791 EVENTIDE ASSET MANAGEMENT, LLC $7.48B Q2 2026 8/14/2026 301
792 Douglas Lane & Associates, LLC $7.46B Q3 2026 10/9/2026 246
793 SAPIENT CAPITAL LLC $7.44B Q3 2026 10/8/2026 392
794 HARBOUR INVESTMENTS, INC. $7.43B Q2 2026 8/12/2026 4,768
795 Glenview Trust Co $7.42B Q3 2026 10/28/2026 518
796 Parallel Advisors, LLC $7.42B Q3 2026 11/3/2026 4,032
797 Findlay Park Partners LLP $7.41B Q2 2026 8/12/2026 49
798 HANTZ FINANCIAL SERVICES, INC. $7.39B Q2 2026 8/13/2026 2,565
799 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $7.38B Q3 2026 10/27/2026 1,154
800 CastleKnight Management LP $7.38B Q2 2026 8/14/2026 488