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 Clearstead Advisors, LLC $10.6B Q2 2026 8/6/2026 3,662
602 SCS Capital Management LLC $10.6B Q2 2026 8/6/2026 485
603 Utah Retirement Systems $10.5B Q2 2026 8/14/2026 1,027
604 Alphadyne Asset Management LP $10.5B Q2 2026 8/14/2026 857
605 THORNBURG INVESTMENT MANAGEMENT INC $10.5B Q2 2026 8/13/2026 139
606 RWA WEALTH PARTNERS, LLC $10.4B Q2 2026 8/7/2026 645
607 Capital Markets Trading UK LLP $10.4B Q2 2026 8/13/2026 351
608 GREENLEAF TRUST $10.4B Q2 2026 7/21/2026 867
609 SEI TRUST CO $10.4B Q2 2014 7/22/2014 1,635
610 Egerton Capital (UK) LLP $10.4B Q2 2026 7/21/2026 23
611 Prime Capital Investment Advisors, LLC $10.3B Q2 2026 8/5/2026 1,087
612 Blue Sparrow, LLC /DE $10.3B Q2 2026 8/14/2026 126
613 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $10.3B Q2 2026 7/30/2026 565
614 HBK INVESTMENTS L P $10.3B Q2 2026 9/16/2026 276
615 Jefferies Group LLC $10.3B Q1 2014 5/16/2014 1,984
616 GENERATION INVESTMENT MANAGEMENT LLP $10.3B Q2 2026 8/10/2026 28
617 Durable Capital Partners LP $10.3B Q2 2026 8/14/2026 36
618 Norinchukin Bank, The $10.3B Q2 2026 8/14/2026 567
619 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10.3B Q2 2026 8/11/2026 1,449
620 AGF INVESTMENTS INC. $10.2B Q2 2014 7/30/2014 389
621 Sustainable Growth Advisers, LP $10.2B Q2 2026 8/10/2026 47
622 WHITTIER TRUST CO $10.2B Q2 2026 7/27/2026 1,355
623 Cullen Capital Management, LLC $10.2B Q2 2026 8/13/2026 208
624 CULLEN/FROST BANKERS, INC. $10.1B Q2 2026 7/27/2026 1,418
625 GATEWAY INVESTMENT ADVISERS LLC $10.1B Q2 2026 7/20/2026 779
626 WINDACRE PARTNERSHIP LLC $10.1B Q2 2026 8/14/2026 11
627 State of Alaska, Department of Revenue $10.1B Q2 2026 7/20/2026 2,173
628 ARIEL INVESTMENTS, LLC $10B Q2 2026 8/14/2026 106
629 OFI INVEST ASSET MANAGEMENT $10B Q2 2026 7/17/2026 365
630 ALLSTATE CORP $10B Q2 2026 8/13/2026 1,338
631 NewEdge Wealth, LLC $10B Q2 2026 8/10/2026 1,232
632 LBP AM SA $10B Q2 2026 7/24/2026 423
633 Carlyle Group Inc. $10B Q2 2026 8/7/2026 19
634 Brookstone Capital Management $9.99B Q2 2026 7/15/2026 1,308
635 Atria Investments, Inc $9.98B Q2 2026 7/28/2026 2,111
636 Stratos Wealth Partners, LTD. $9.93B Q2 2026 8/11/2026 1,690
637 LONGVIEW ASSET MANAGEMENT, LLC $9.89B Q2 2026 8/14/2026 4
638 TORTOISE CAPITAL ADVISORS, L.L.C. $9.84B Q2 2026 8/14/2026 92
639 Altimeter Capital Management, LP $9.83B Q2 2026 8/14/2026 20
640 HERSHEY TRUST CO $9.82B Q2 2026 8/10/2026 2
641 Partners Value Investments L.P. $9.8B Q2 2026 8/14/2026 7
642 FOUNDATIONS INVESTMENT ADVISORS, LLC $9.72B Q2 2026 8/14/2026 1,202
643 ASR Vermogensbeheer N.V. $9.71B Q2 2026 7/20/2026 460
644 Starlite Capital INC $9.7B Q2 2026 7/31/2026 14
645 EDGEWOOD MANAGEMENT LLC $9.69B Q2 2026 8/13/2026 90
646 GILDER GAGNON HOWE & CO LLC $9.69B Q2 2026 8/14/2026 274
647 OPPENHEIMER ASSET MANAGEMENT INC. $9.63B Q2 2026 8/3/2026 1,134
648 DEERFIELD MANAGEMENT COMPANY, L.P. $9.59B Q2 2026 8/14/2026 82
649 Blue Trust, Inc. $9.54B Q2 2026 7/21/2026 2,447
650 Weiss Asset Management LP $9.54B Q2 2026 8/14/2026 624
651 MUFG Securities EMEA plc $9.53B Q2 2026 8/12/2026 575
652 Vest Financial, LLC $9.52B Q2 2026 7/24/2026 420
653 ALLIANZ SE $9.48B Q2 2026 8/10/2026 549
654 TPG Group Holdings (SBS) Advisors, Inc. $9.46B Q1 2014 5/15/2014 36
655 Advisors Capital Management, LLC $9.45B Q2 2026 8/11/2026 634
656 EDGE ASSET MANAGEMENT, INC $9.44B Q1 2014 5/13/2014 297
657 Valmark Advisers, Inc. $9.42B Q2 2026 8/6/2026 728
658 AEGON ASSET MANAGEMENT UK PLC $9.38B Q2 2026 7/13/2026 172
659 OP Asset Management Ltd $9.38B Q2 2026 7/28/2026 765
660 Modera Wealth Management, LLC $9.37B Q2 2026 8/3/2026 650
661 OPPENHEIMER & CO INC $9.37B Q2 2026 8/3/2026 1,759
662 Stephens Investment Management Group LLC $9.33B Q2 2026 7/29/2026 176
663 CANTOR FITZGERALD, L. P. $9.31B Q2 2026 8/19/2026 320
664 Mirova US LLC $9.3B Q2 2026 8/14/2026 45
665 OREGON PUBLIC EMPLOYEES RETIREMENT FUND $9.26B Q2 2026 7/28/2026 1,509
666 Compagnie Lombard Odier SCmA $9.25B Q2 2026 7/29/2026 514
667 CAUSEWAY CAPITAL MANAGEMENT LLC $9.24B Q2 2026 8/13/2026 122
668 FIDUCIARY TRUST CO $9.19B Q2 2026 8/13/2026 892
669 PINNACLE ASSOCIATES LTD $9.16B Q2 2026 8/3/2026 967
670 Union Bancaire Privee, UBP SA $9.16B Q2 2026 7/16/2026 491
671 Horizon Investments, LLC $9.13B Q2 2026 8/13/2026 1,402
672 Summit Financial, LLC $9.12B Q2 2026 8/12/2026 1,580
673 CHOREO, LLC $9.11B Q2 2026 8/4/2026 1,690
674 KESTRA PRIVATE WEALTH SERVICES, LLC $9.1B Q2 2026 7/28/2026 1,817
675 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. $9.09B Q2 2014 8/11/2014 1,306
676 APPALOOSA MANAGEMENT LP $9.06B Q1 2014 5/15/2014 58
677 Municipal Employees' Retirement System of Michigan $9.05B Q2 2026 8/10/2026 30
678 Blue Ridge Capital, L.L.C. $9.04B Q1 2014 5/15/2014 52
679 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST $9.01B Q2 2026 7/9/2026 20
680 River Road Asset Management, LLC $8.99B Q2 2026 7/17/2026 175
681 Platinum Equity Advisors, LLC/DE $8.96B Q2 2026 8/14/2026 6
682 Apollo Management Holdings, L.P. $8.94B Q2 2026 8/14/2026 87
683 YOUSIF CAPITAL MANAGEMENT, LLC $8.94B Q2 2026 7/16/2026 1,665
684 FIR TREE CAPITAL MANAGEMENT LP $8.93B Q1 2014 5/15/2014 74
685 STEPHENS INC /AR/ $8.93B Q2 2026 7/29/2026 1,332
686 GARDNER RUSSO & QUINN LLC $8.93B Q2 2026 8/13/2026 85
687 Aspex Management (HK) Ltd $8.89B Q2 2026 8/14/2026 27
688 Illinois Municipal Retirement Fund $8.87B Q2 2026 8/12/2026 1,120
689 Williams Jones Wealth Management, LLC. $8.86B Q2 2026 8/5/2026 548
690 LGT Group Foundation $8.84B Q2 2026 8/10/2026 284
691 Vise Technologies, Inc. $8.83B Q2 2026 8/10/2026 1,774
692 Advisory Services Network, LLC $8.83B Q2 2026 8/12/2026 2,165
693 Midwest Trust Co $8.83B Q2 2026 8/4/2026 606
694 HORIZON KINETICS ASSET MANAGEMENT LLC $8.82B Q2 2026 8/11/2026 351
695 PEAPACK GLADSTONE FINANCIAL CORP $8.7B Q2 2026 8/14/2026 679
696 GREENHAVEN ASSOCIATES INC $8.66B Q2 2026 7/28/2026 28
697 COOKE & BIELER LP $8.65B Q2 2026 7/29/2026 103
698 VONTOBEL ASSET MANAGEMENT INC $8.63B Q1 2014 5/15/2014 74
699 York Capital Management Global Advisors, LLC $8.61B Q1 2014 5/16/2014 99
700 SCOUT INVESTMENTS, INC. $8.6B Q2 2014 8/4/2014 279
701 Sarasin & Partners LLP $8.54B Q2 2026 7/7/2026 94
702 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC $8.53B Q2 2026 8/12/2026 880
703 Composition Wealth, LLC $8.53B Q2 2026 7/22/2026 1,004
704 Raiffeisen Bank International AG $8.53B Q2 2026 8/3/2026 795
705 JANA PARTNERS LLC $8.5B Q1 2014 5/14/2014 51
706 ALGERT GLOBAL LLC $8.43B Q2 2026 8/13/2026 1,234
707 SEGALL BRYANT & HAMILL, LLC $8.43B Q2 2026 8/12/2026 590
708 Allen Investment Management, LLC $8.43B Q2 2026 8/5/2026 227
709 iA Global Asset Management Inc. $8.42B Q2 2026 7/29/2026 465
710 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $8.42B Q2 2026 8/14/2026 241
711 OpenArc Corporate Advisory, LLC $8.41B Q2 2026 8/5/2026 789
712 Howard Capital Management, LLC $8.4B Q2 2026 7/28/2026 423
713 Modern Wealth Management, LLC $8.4B Q2 2026 8/13/2026 1,111
714 Andra AP-fonden $8.39B Q1 2026 5/8/2026 396
715 FLPUTNAM INVESTMENT MANAGEMENT CO $8.39B Q2 2026 8/6/2026 655
716 Madison Asset Management, LLC $8.39B Q2 2026 8/10/2026 347
717 RAINIER INVESTMENT MANAGEMENT LLC $8.37B Q1 2014 5/15/2014 210
718 GF FUND MANAGEMENT CO. LTD. $8.34B Q2 2026 8/7/2026 587
719 Groupe la Francaise $8.31B Q2 2026 8/25/2026 487
720 PRINCIPAL SECURITIES, INC. $8.31B Q2 2026 8/4/2026 1,539
721 CITIZENS FINANCIAL GROUP INC/RI $8.3B Q2 2026 8/7/2026 1,047
722 ICAHN CARL C $8.26B Q2 2026 8/14/2026 12
723 Kingsview Wealth Management, LLC $8.25B Q2 2026 8/18/2026 1,432
724 McCarthy & Cox $8.25B Q4 2025 1/23/2026 18
725 Apollon Wealth Management, LLC $8.23B Q2 2026 7/22/2026 1,587
726 WELCH & FORBES LLC $8.23B Q2 2026 7/30/2026 388
727 BRIDGES INVESTMENT MANAGEMENT INC $8.22B Q2 2026 8/7/2026 453
728 Commonwealth Equity Services, Inc $8.22B Q2 2014 7/23/2014 2,061
729 Burgundy Asset Management Ltd. $8.21B Q1 2014 5/12/2014 111
730 SATURNA CAPITAL CORP $8.19B Q2 2026 8/14/2026 140
731 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $8.19B Q2 2026 7/23/2026 449
732 Ballentine Partners, LLC $8.18B Q2 2026 7/17/2026 1,078
733 MISSION WEALTH MANAGEMENT, LP $8.18B Q2 2026 7/20/2026 1,069
734 ARMISTICE CAPITAL, LLC $8.17B Q2 2026 8/14/2026 333
735 SOROS FUND MANAGEMENT LLC $8.14B Q2 2026 8/14/2026 266
736 EVERETT HARRIS & CO /CA/ $8.14B Q2 2026 8/3/2026 292
737 YACKTMAN ASSET MANAGEMENT LP $8.09B Q2 2026 8/11/2026 74
738 First Pacific Advisors, LP $8.09B Q2 2026 8/14/2026 75
739 Canoe Financial LP $8.07B Q2 2026 7/16/2026 119
740 PECONIC PARTNERS LLC $8.04B Q2 2026 8/14/2026 8
741 Altshuler Shaham Ltd $8.04B Q2 2026 8/12/2026 500
742 Virtu KCG Holdings LLC $8.03B Q1 2014 5/15/2014 4,075
743 Ethic Inc. $8.02B Q2 2026 7/29/2026 1,358
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 Circle Wealth Management, LLC $7.96B Q2 2026 8/12/2026 257
749 Railway Pension Investments Ltd $7.95B Q2 2026 8/14/2026 102
750 AIA Group Ltd $7.95B Q2 2026 8/13/2026 324
751 Summit Trail Advisors, LLC $7.95B Q2 2026 8/11/2026 1,474
752 GROUPAMA ASSET MANAGMENT $7.93B Q2 2026 8/14/2026 408
753 F&C Asset Management plc $7.92B Q1 2014 5/14/2014 732
754 Investment Management Corp of Ontario $7.9B Q2 2026 8/14/2026 657
755 UMB Bank, n.a. $7.9B Q2 2026 8/13/2026 2,303
756 LYRICAL ASSET MANAGEMENT LP $7.88B Q2 2026 8/12/2026 41
757 Pure Financial Advisors, LLC $7.86B Q2 2026 8/14/2026 636
758 Bleakley Financial Group, LLC $7.85B Q2 2026 8/5/2026 944
759 HERNDON CAPITAL MANAGEMENT LLC $7.83B Q1 2014 5/14/2014 162
760 PointState Capital LP $7.82B Q2 2026 8/14/2026 50
761 MANNING & NAPIER ADVISORS LLC $7.8B Q2 2026 8/13/2026 865
762 Forum Financial Management, LP $7.79B Q2 2026 7/23/2026 352
763 Elo Mutual Pension Insurance Co $7.77B Q2 2026 8/13/2026 593
764 ABN AMRO Bank N.V. $7.75B Q2 2026 8/6/2026 231
765 Amova Asset Management Americas, Inc. $7.75B Q2 2026 8/13/2026 276
766 Appaloosa LP $7.73B Q2 2026 8/14/2026 27
767 XTX Topco Ltd $7.72B Q2 2026 8/14/2026 4,087
768 Engineers Gate Manager LP $7.71B Q2 2026 8/14/2026 2,192
769 Crossmark Global Holdings, Inc. $7.71B Q2 2026 7/16/2026 1,261
770 Carmignac Gestion $7.71B Q2 2026 8/13/2026 100
771 ARISTEIA CAPITAL, L.L.C. $7.69B Q2 2026 8/14/2026 788
772 Mizuho Securities Co. Ltd. $7.68B Q1 2026 5/6/2026 16
773 SB INVESTMENT ADVISERS (UK) LTD $7.66B Q2 2026 8/14/2026 9
774 WHITEBOX ADVISORS LLC $7.65B Q2 2026 8/14/2026 667
775 SAPIENT CAPITAL LLC $7.64B Q2 2026 7/9/2026 396
776 Saudi Central Bank $7.63B Q2 2026 7/30/2026 505
777 WHV Investments, Inc. $7.61B Q1 2014 7/31/2014 148
778 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $7.61B Q2 2026 7/15/2026 253
779 BOOTHBAY FUND MANAGEMENT, LLC $7.6B Q2 2026 8/14/2026 2,199
780 Capital Investment Advisors, LLC $7.59B Q2 2026 8/6/2026 789
781 EDMOND DE ROTHSCHILD HOLDING S.A. $7.59B Q2 2026 8/10/2026 608
782 TOCQUEVILLE ASSET MANAGEMENT L.P. $7.56B Q2 2026 8/10/2026 557
783 RiverFront Investment Group, LLC $7.56B Q2 2026 7/29/2026 427
784 HM PAYSON & CO $7.54B Q2 2026 7/17/2026 1,139
785 OSSIAM $7.54B Q2 2026 8/13/2026 680
786 Fairpointe Capital LLC $7.49B Q2 2014 8/7/2014 77
787 SIGNATUREFD, LLC $7.49B Q2 2026 7/23/2026 3,516
788 EVENTIDE ASSET MANAGEMENT, LLC $7.48B Q2 2026 8/14/2026 301
789 HARBOUR INVESTMENTS, INC. $7.43B Q2 2026 8/12/2026 4,768
790 Findlay Park Partners LLP $7.41B Q2 2026 8/12/2026 49
791 HANTZ FINANCIAL SERVICES, INC. $7.39B Q2 2026 8/13/2026 2,565
792 CastleKnight Management LP $7.38B Q2 2026 8/14/2026 488
793 Douglas Lane & Associates, LLC $7.37B Q2 2026 7/14/2026 250
794 Defiance ETFs, LLC $7.37B Q2 2026 8/14/2026 388
795 THOMA BRAVO, L.P. $7.28B Q2 2026 8/4/2026 3
796 BOKF, NA $7.25B Q2 2026 8/10/2026 1,160
797 Gradient Investments LLC $7.25B Q2 2026 7/8/2026 448
798 Glenview Trust Co $7.23B Q2 2026 8/18/2026 517
799 Slate Path Capital LP $7.22B Q2 2026 8/14/2026 40
800 Good Harbor Financial, LLC $7.22B Q1 2014 5/15/2014 44