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 APPALOOSA MANAGEMENT LP $9.06B Q1 2014 5/15/2014 58
602 Blue Ridge Capital, L.L.C. $9.04B Q1 2014 5/15/2014 52
603 Vestmark Advisory Solutions, Inc. $9.02B Q1 2026 5/15/2026 1,327
604 ALLIANZ SE $9.02B Q1 2026 5/11/2026 473
605 Egerton Capital (UK) LLP $9.01B Q1 2026 5/13/2026 24
606 AXIOM INVESTORS LLC /DE $8.99B Q1 2026 5/14/2026 121
607 GATEWAY INVESTMENT ADVISERS LLC $8.97B Q1 2026 4/13/2026 684
608 Atria Investments, Inc $8.94B Q1 2026 5/5/2026 2,028
609 ARIEL INVESTMENTS, LLC $8.93B Q1 2026 5/14/2026 106
610 FIR TREE CAPITAL MANAGEMENT LP $8.93B Q1 2014 5/15/2014 74
611 Horizon Investments, LLC $8.92B Q1 2026 5/14/2026 1,408
612 ACUTE INVESTMENT ADVISORY, LLC $8.91B Q1 2026 4/27/2026 18
613 FACTORY MUTUAL INSURANCE CO $8.89B Q1 2026 5/5/2026 196
614 Platinum Equity Advisors, LLC/DE $8.88B Q1 2026 5/15/2026 6
615 WHITTIER TRUST CO $8.86B Q1 2026 4/28/2026 1,343
616 COOKE & BIELER LP $8.84B Q1 2026 5/4/2026 107
617 River Road Asset Management, LLC $8.82B Q1 2026 4/30/2026 176
618 Mirova US LLC $8.81B Q1 2026 5/11/2026 42
619 Municipal Employees' Retirement System of Michigan $8.81B Q1 2026 5/11/2026 28
620 CULLEN/FROST BANKERS, INC. $8.81B Q1 2026 5/5/2026 1,393
621 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $8.8B Q1 2026 5/7/2026 1,363
622 Stratos Wealth Partners, LTD. $8.8B Q1 2026 4/28/2026 1,619
623 OPPENHEIMER ASSET MANAGEMENT INC. $8.76B Q1 2026 4/23/2026 1,113
624 Brookstone Capital Management $8.75B Q1 2026 4/16/2026 1,204
625 Blue Trust, Inc. $8.74B Q1 2026 4/20/2026 2,506
626 MAVERICK CAPITAL LTD $8.67B Q1 2026 5/15/2026 241
627 Prime Capital Investment Advisors, LLC $8.65B Q1 2026 5/8/2026 1,046
628 VONTOBEL ASSET MANAGEMENT INC $8.63B Q1 2014 5/15/2014 74
629 York Capital Management Global Advisors, LLC $8.61B Q1 2014 5/16/2014 99
630 SCOUT INVESTMENTS, INC. $8.6B Q2 2014 8/4/2014 279
631 Advisors Capital Management, LLC $8.58B Q1 2026 5/1/2026 566
632 Norinchukin Bank, The $8.57B Q1 2026 5/15/2026 560
633 ICAHN CARL C $8.55B Q1 2026 5/15/2026 12
634 Penserra Capital Management LLC $8.52B Q1 2026 5/11/2026 1,095
635 YOUSIF CAPITAL MANAGEMENT, LLC $8.52B Q1 2026 4/24/2026 1,858
636 ASR Vermogensbeheer N.V. $8.5B Q1 2026 4/30/2026 532
637 JANA PARTNERS LLC $8.5B Q1 2014 5/14/2014 51
638 GARDNER RUSSO & QUINN LLC $8.5B Q1 2026 5/13/2026 86
639 DEERFIELD MANAGEMENT COMPANY, L.P. $8.48B Q1 2026 5/15/2026 82
640 FIDUCIARY TRUST CO $8.46B Q1 2026 5/15/2026 865
641 Valmark Advisers, Inc. $8.42B Q1 2026 5/1/2026 677
642 Quadrature Capital Ltd $8.4B Q1 2026 5/15/2026 1,313
643 NewEdge Wealth, LLC $8.39B Q1 2026 5/13/2026 1,124
644 Andra AP-fonden $8.39B Q1 2026 5/8/2026 396
645 RAINIER INVESTMENT MANAGEMENT LLC $8.37B Q1 2014 5/15/2014 210
646 Modera Wealth Management, LLC $8.34B Q1 2026 5/6/2026 635
647 GILDER GAGNON HOWE & CO LLC $8.34B Q1 2026 5/15/2026 252
648 Vest Financial, LLC $8.33B Q1 2026 4/23/2026 414
649 McCarthy & Cox $8.25B Q4 2025 1/23/2026 18
650 Commonwealth Equity Services, Inc $8.22B Q2 2014 7/23/2014 2,061
651 OPPENHEIMER & CO INC $8.21B Q1 2026 4/23/2026 1,683
652 Burgundy Asset Management Ltd. $8.21B Q1 2014 5/12/2014 111
653 Sarasin & Partners LLP $8.2B Q1 2026 4/13/2026 88
654 LGT Group Foundation $8.19B Q1 2026 4/28/2026 283
655 CAUSEWAY CAPITAL MANAGEMENT LLC $8.15B Q1 2026 5/14/2026 107
656 CHOREO, LLC $8.15B Q1 2026 5/12/2026 1,613
657 Williams Jones Wealth Management, LLC. $8.14B Q1 2026 5/5/2026 515
658 Compagnie Lombard Odier SCmA $8.13B Q1 2026 4/15/2026 454
659 WHITEBOX ADVISORS LLC $8.12B Q1 2026 5/15/2026 568
660 COLDSTREAM CAPITAL MANAGEMENT INC $8.12B Q1 2026 5/8/2026 1,194
661 KESTRA PRIVATE WEALTH SERVICES, LLC $8.11B Q1 2026 4/20/2026 1,762
662 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST $8.09B Q1 2026 4/22/2026 21
663 Allen Investment Management, LLC $8.09B Q1 2026 5/7/2026 221
664 FOUNDATIONS INVESTMENT ADVISORS, LLC $8.07B Q1 2026 5/11/2026 1,160
665 Vinva Investment Management Ltd $8.07B Q1 2026 5/13/2026 435
666 Madison Asset Management, LLC $8.06B Q1 2026 5/7/2026 349
667 FIDUCIARY MANAGEMENT INC /WI/ $8.06B Q1 2026 5/14/2026 62
668 Virtu KCG Holdings LLC $8.03B Q1 2014 5/15/2014 4,075
669 Midwest Trust Co $8.02B Q1 2026 5/1/2026 593
670 Engineers Gate Manager LP $8B Q1 2026 5/15/2026 2,137
671 STEPHENS INC /AR/ $7.99B Q1 2026 4/28/2026 1,311
672 Horizon Kinetics LLC $7.99B Q1 2014 5/14/2014 534
673 Capital Markets Trading UK LLP $7.95B Q1 2026 5/15/2026 312
674 F&C Asset Management plc $7.92B Q1 2014 5/14/2014 732
675 PointState Capital LP $7.9B Q1 2026 5/15/2026 45
676 Champlain Investment Partners, LLC $7.88B Q1 2026 5/13/2026 130
677 Illinois Municipal Retirement Fund $7.86B Q1 2026 5/5/2026 1,127
678 Summit Financial, LLC $7.85B Q1 2026 5/15/2026 1,397
679 HERNDON CAPITAL MANAGEMENT LLC $7.83B Q1 2014 5/14/2014 162
680 BARTLETT & CO. WEALTH MANAGEMENT LLC $7.82B Q1 2026 5/6/2026 1,285
681 PEAPACK GLADSTONE FINANCIAL CORP $7.82B Q1 2026 5/15/2026 651
682 PINNACLE ASSOCIATES LTD $7.78B Q1 2026 4/21/2026 955
683 EVERETT HARRIS & CO /CA/ $7.77B Q1 2026 5/8/2026 323
684 Investment Management Corp of Ontario $7.76B Q1 2026 5/15/2026 664
685 Whale Rock Capital Management LLC $7.74B Q1 2026 5/15/2026 35
686 WELCH & FORBES LLC $7.73B Q1 2026 5/1/2026 368
687 SB INVESTMENT ADVISERS (UK) LTD $7.73B Q1 2026 5/15/2026 10
688 BOOTHBAY FUND MANAGEMENT, LLC $7.71B Q1 2026 5/15/2026 2,010
689 Magellan Asset Management Ltd $7.71B Q1 2026 5/11/2026 79
690 Mizuho Securities Co. Ltd. $7.68B Q1 2026 5/6/2026 16
691 ABN AMRO INVESTMENT SOLUTIONS $7.67B Q1 2026 5/12/2026 629
692 CARRONADE CAPITAL MANAGEMENT, LP $7.65B Q1 2026 5/15/2026 32
693 WHV Investments, Inc. $7.61B Q1 2014 7/31/2014 148
694 Apollo Management Holdings, L.P. $7.6B Q1 2026 5/15/2026 86
695 SIH Partners, LLLP $7.58B Q1 2026 5/15/2026 291
696 OREGON PUBLIC EMPLOYEES RETIREMENT FUND $7.58B Q1 2026 4/29/2026 1,510
697 OFI INVEST ASSET MANAGEMENT $7.56B Q1 2026 5/5/2026 347
698 ADAPT Investment Managers SA $7.56B Q1 2026 5/15/2026 133
699 AEGON ASSET MANAGEMENT UK PLC $7.55B Q1 2026 4/16/2026 162
700 Advisory Services Network, LLC $7.52B Q1 2026 5/15/2026 4,832
701 YACKTMAN ASSET MANAGEMENT LP $7.5B Q1 2026 5/1/2026 76
702 Jump Financial, LLC $7.5B Q1 2026 5/14/2026 1,821
703 Fairpointe Capital LLC $7.49B Q2 2014 8/7/2014 77
704 Carmignac Gestion $7.39B Q4 2025 2/13/2026 124
705 BRIDGES INVESTMENT MANAGEMENT INC $7.38B Q1 2026 5/4/2026 447
706 GENDELL JEFFREY L $7.34B Q1 2026 5/15/2026 102
707 Canoe Financial LP $7.34B Q1 2026 4/22/2026 119
708 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $7.33B Q1 2026 5/15/2026 231
709 Kingsview Wealth Management, LLC $7.33B Q1 2026 5/12/2026 1,334
710 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $7.32B Q1 2026 5/1/2026 413
711 LBP AM SA $7.31B Q1 2026 4/27/2026 388
712 Stephens Investment Management Group LLC $7.3B Q1 2026 4/28/2026 173
713 Groupe la Francaise $7.29B Q1 2026 5/21/2026 455
714 Composition Wealth, LLC $7.29B Q1 2026 4/8/2026 891
715 Good Harbor Financial, LLC $7.22B Q1 2014 5/15/2014 44
716 DRW Securities, LLC $7.21B Q1 2026 5/13/2026 1,242
717 Union Bancaire Privee, UBP SA $7.19B Q1 2026 4/22/2026 487
718 CITIZENS FINANCIAL GROUP INC/RI $7.19B Q1 2026 5/1/2026 837
719 Ballentine Partners, LLC $7.18B Q1 2026 5/14/2026 1,014
720 Findlay Park Partners LLP $7.17B Q1 2026 5/13/2026 56
721 UMB Bank, n.a. $7.16B Q1 2026 5/11/2026 2,284
722 Two Seas Capital LP $7.15B Q1 2026 5/15/2026 47
723 First Pacific Advisors, LP $7.14B Q1 2026 5/13/2026 86
724 BAIRD ROBERT W & CO INC /WI/ $7.13B Q2 2014 8/8/2014 1,141
725 SATURNA CAPITAL CORP $7.13B Q1 2026 5/11/2026 148
726 MANNING & NAPIER ADVISORS LLC $7.09B Q1 2026 4/30/2026 616
727 Amova Asset Management Americas, Inc. $7.07B Q1 2026 5/7/2026 186
728 Forum Financial Management, LP $7.07B Q1 2026 4/23/2026 331
729 iA Global Asset Management Inc. $7.06B Q1 2026 4/23/2026 396
730 Longview Partners (Guernsey) LTD $7.06B Q1 2026 5/15/2026 25
731 Sentry Investments Corp. $7.05B Q1 2014 5/14/2014 140
732 Railway Pension Investments Ltd $7.03B Q1 2026 5/12/2026 103
733 Circle Wealth Management, LLC $7.02B Q1 2026 5/11/2026 264
734 Jane Street Holding, LLC $6.99B Q4 2013 2/14/2014 2,276
735 OpenArc Corporate Advisory, LLC $6.98B Q1 2026 5/11/2026 716
736 Defiance ETFs, LLC $6.98B Q1 2026 5/15/2026 366
737 SEGALL BRYANT & HAMILL, LLC $6.98B Q1 2026 5/22/2026 576
738 Summit Trail Advisors, LLC $6.98B Q1 2026 5/12/2026 1,441
739 TIAA CREF TRUST CO FSB/MO $6.98B Q2 2014 8/11/2014 301
740 Raiffeisen Bank International AG $6.97B Q1 2026 4/24/2026 832
741 Pure Financial Advisors, LLC $6.97B Q1 2026 4/10/2026 572
742 Douglas Lane & Associates, LLC $6.93B Q1 2026 4/15/2026 241
743 HM PAYSON & CO $6.93B Q1 2026 4/13/2026 1,125
744 Absolute Return Capital, LLC $6.92B Q1 2014 5/15/2014 1,230
745 EDMOND DE ROTHSCHILD HOLDING S.A. $6.91B Q1 2026 5/13/2026 547
746 Aspex Management (HK) Ltd $6.9B Q1 2026 5/15/2026 29
747 Aperio Group, LLC $6.89B Q2 2014 7/23/2014 1,734
748 AIA Group Ltd $6.88B Q1 2026 5/6/2026 325
749 GROUPAMA ASSET MANAGMENT $6.85B Q1 2026 5/22/2026 395
750 Capital Investment Advisors, LLC $6.84B Q1 2026 4/17/2026 749
751 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $6.83B Q1 2026 4/9/2026 222
752 PRINCIPAL SECURITIES, INC. $6.82B Q1 2026 5/13/2026 1,411
753 CANTOR FITZGERALD, L. P. $6.78B Q1 2026 5/15/2026 259
754 Crossmark Global Holdings, Inc. $6.77B Q1 2026 5/11/2026 1,234
755 Jericho Capital Asset Management L.P. $6.76B Q1 2026 5/15/2026 23
756 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $6.75B Q1 2026 5/14/2026 96
757 TOCQUEVILLE ASSET MANAGEMENT L.P. $6.74B Q1 2026 5/12/2026 547
758 Apella Capital, LLC $6.74B Q1 2026 4/20/2026 685
759 Slate Path Capital LP $6.73B Q1 2026 5/15/2026 44
760 Susquehanna Portfolio Strategies, LLC $6.73B Q1 2026 5/15/2026 959
761 Briar Hall Management LLC $6.72B Q1 2026 5/13/2026 1
762 FLPUTNAM INVESTMENT MANAGEMENT CO $6.71B Q1 2026 5/5/2026 569
763 MUFG Securities EMEA plc $6.7B Q1 2026 5/11/2026 551
764 ACR Alpine Capital Research, LLC $6.7B Q1 2026 4/30/2026 36
765 Hexavest Inc. $6.69B Q2 2014 7/10/2014 462
766 Numeric Investors LLC $6.69B Q2 2014 8/11/2014 753
767 Mondrian Investment Partners LTD $6.69B Q1 2026 4/29/2026 103
768 GREENLIGHT CAPITAL INC $6.68B Q1 2014 5/16/2014 42
769 SPO ADVISORY CORP $6.67B Q1 2014 5/16/2014 13
770 THOMA BRAVO, L.P. $6.65B Q1 2026 4/29/2026 3
771 PBU - The Pension Fund of Early Childhood & Youth Educators $6.65B Q1 2026 4/10/2026 190
772 ALGERT GLOBAL LLC $6.65B Q1 2026 5/14/2026 1,134
773 SAPIENT CAPITAL LLC $6.63B Q1 2026 4/8/2026 443
774 CINCINNATI INSURANCE CO $6.62B Q1 2026 5/11/2026 63
775 MONTRUSCO BOLTON INVESTMENTS INC. $6.61B Q1 2026 4/28/2026 72
776 Aware Super Pty Ltd as trustee of Aware Super $6.6B Q1 2026 5/5/2026 235
777 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC $6.6B Q1 2026 5/8/2026 874
778 ANALYTIC INVESTORS, LLC $6.57B Q1 2014 5/12/2014 547
779 HANTZ FINANCIAL SERVICES, INC. $6.56B Q1 2026 5/1/2026 2,577
780 OAKTREE CAPITAL MANAGEMENT LP $6.56B Q1 2026 5/20/2026 147
781 LYRICAL ASSET MANAGEMENT LP $6.56B Q1 2026 5/11/2026 39
782 BOKF, NA $6.54B Q1 2026 5/8/2026 1,028
783 Rothschild & Co Wealth Management UK Ltd $6.53B Q1 2026 5/8/2026 25
784 Global Thematic Partners, LLC $6.53B Q2 2014 8/11/2014 80
785 SIGNATUREFD, LLC $6.53B Q1 2026 4/7/2026 3,465
786 Perpetual Ltd $6.52B Q1 2026 4/14/2026 424
787 Simplify Asset Management Inc. $6.52B Q1 2026 4/27/2026 143
788 TENOR CAPITAL MANAGEMENT Co., L.P. $6.49B Q1 2026 5/15/2026 501
789 SHELL ASSET MANAGEMENT CO $6.49B Q2 2014 8/8/2014 879
790 HARBOUR INVESTMENTS, INC. $6.48B Q1 2026 5/15/2026 4,673
791 RiverFront Investment Group, LLC $6.46B Q1 2026 5/11/2026 384
792 Gradient Investments LLC $6.45B Q1 2026 4/13/2026 420
793 CONFLUENCE INVESTMENT MANAGEMENT LLC $6.44B Q1 2026 4/1/2026 295
794 Pine River Capital Management L.P. $6.44B Q1 2014 5/15/2014 576
795 BRADLEY FOSTER & SARGENT INC/CT $6.44B Q1 2026 5/15/2026 516
796 PGIM Custom Harvest LLC $6.4B Q1 2026 5/13/2026 276
797 Bleakley Financial Group, LLC $6.39B Q1 2026 5/4/2026 760
798 Ethic Inc. $6.39B Q1 2026 4/27/2026 1,246
799 Glenview Trust Co $6.37B Q1 2026 5/8/2026 500
800 Evercore Wealth Management, LLC $6.36B Q1 2026 5/15/2026 418