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
801 OAKTREE CAPITAL MANAGEMENT LP $7.21B Q2 2026 8/13/2026 145
802 Simplify Asset Management Inc. $7.19B Q2 2026 7/16/2026 141
803 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $7.18B Q2 2026 8/14/2026 101
804 BAIRD ROBERT W & CO INC /WI/ $7.13B Q2 2014 8/8/2014 1,141
805 SCOPUS ASSET MANAGEMENT, L.P. $7.11B Q2 2026 8/14/2026 265
806 TENOR CAPITAL MANAGEMENT Co., L.P. $7.09B Q2 2026 8/14/2026 549
807 Capital Group Private Client Services, Inc. $7.09B Q2 2026 8/12/2026 260
808 Harvest Portfolios Group Inc. $7.09B Q2 2026 8/13/2026 267
809 Apella Capital, LLC $7.08B Q2 2026 7/8/2026 716
810 Evercore Wealth Management, LLC $7.07B Q2 2026 8/14/2026 433
811 BRADLEY FOSTER & SARGENT INC/CT $7.06B Q2 2026 8/14/2026 535
812 Capital International Sarl $7.06B Q2 2026 8/12/2026 287
813 Aware Super Pty Ltd as trustee of Aware Super $7.06B Q2 2026 7/28/2026 236
814 Sentry Investments Corp. $7.05B Q1 2014 5/14/2014 140
815 ACR Alpine Capital Research, LLC $7.04B Q2 2026 7/29/2026 38
816 FIDUCIARY MANAGEMENT INC /WI/ $7.03B Q2 2026 8/13/2026 56
817 AQR Arbitrage LLC $7.02B Q2 2026 8/14/2026 634
818 Perpetual Ltd $7B Q2 2026 7/15/2026 419
819 Jane Street Holding, LLC $6.99B Q4 2013 2/14/2014 2,276
820 Briar Hall Management LLC $6.98B Q2 2026 8/12/2026 1
821 Facet Wealth, Inc. $6.98B Q2 2026 7/27/2026 411
822 TIAA CREF TRUST CO FSB/MO $6.98B Q2 2014 8/11/2014 301
823 J. Safra Sarasin Holding AG $6.97B Q2 2026 7/31/2026 799
824 CINCINNATI INSURANCE CO $6.94B Q2 2026 8/6/2026 64
825 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV $6.93B Q2 2026 8/14/2026 56
826 Rothschild & Co Wealth Management UK Ltd $6.93B Q2 2026 7/28/2026 25
827 Absolute Return Capital, LLC $6.92B Q1 2014 5/15/2014 1,230
828 National Philanthropic Trust $6.92B Q2 2026 8/14/2026 409
829 NorthRock Partners, LLC $6.89B Q2 2026 8/11/2026 680
830 Aperio Group, LLC $6.89B Q2 2014 7/23/2014 1,734
831 Prospera Financial Services Inc $6.89B Q2 2026 7/15/2026 1,468
832 Deep Track Capital, LP $6.87B Q2 2026 8/14/2026 67
833 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $6.85B Q2 2026 7/14/2026 1,062
834 Liontrust Investment Partners LLP $6.8B Q2 2026 8/18/2026 194
835 TimesSquare Capital Management, LLC $6.8B Q2 2026 8/7/2026 158
836 CAPITAL ADVISORS INC/OK $6.8B Q2 2026 7/22/2026 374
837 Border to Coast Pensions Partnership Ltd $6.78B Q2 2026 7/27/2026 90
838 LETKO, BROSSEAU & ASSOCIATES INC $6.77B Q2 2026 8/13/2026 112
839 BRISTOL JOHN W & CO INC /NY/ $6.76B Q2 2026 8/13/2026 62
840 MOORE CAPITAL MANAGEMENT, LP $6.74B Q2 2026 8/14/2026 745
841 Crestwood Advisors Group, LLC $6.74B Q2 2026 8/3/2026 880
842 Louisiana State Employees Retirement System $6.74B Q2 2026 7/21/2026 1,523
843 RITHOLTZ WEALTH MANAGEMENT $6.7B Q2 2026 8/11/2026 1,313
844 FIRST CITIZENS BANK & TRUST CO $6.69B Q2 2026 7/13/2026 644
845 Hexavest Inc. $6.69B Q2 2014 7/10/2014 462
846 Numeric Investors LLC $6.69B Q2 2014 8/11/2014 753
847 GREENLIGHT CAPITAL INC $6.68B Q1 2014 5/16/2014 42
848 SPO ADVISORY CORP $6.67B Q1 2014 5/16/2014 13
849 PERCEPTIVE ADVISORS LLC $6.66B Q2 2026 8/14/2026 109
850 Quilter Plc $6.65B Q2 2026 7/24/2026 131
851 Arkadios Wealth Advisors $6.6B Q2 2026 8/10/2026 1,765
852 REAVES W H & CO INC $6.59B Q2 2026 7/30/2026 94
853 K5 Global Advisor LLC $6.59B Q2 2026 8/27/2026 3
854 Motley Fool Wealth Management, LLC $6.59B Q2 2026 8/6/2026 19
855 ANALYTIC INVESTORS, LLC $6.57B Q1 2014 5/12/2014 547
856 Parallel Advisors, LLC $6.56B Q2 2026 8/5/2026 3,930
857 Advisors Asset Management, Inc. $6.56B Q2 2026 8/13/2026 1,408
858 Global Retirement Partners, LLC $6.54B Q2 2026 8/6/2026 4,515
859 EASTERN BANK $6.53B Q2 2026 7/1/2026 1,038
860 Global Thematic Partners, LLC $6.53B Q2 2014 8/11/2014 80
861 SAGESPRING WEALTH PARTNERS, LLC $6.51B Q2 2026 8/3/2026 846
862 SHELL ASSET MANAGEMENT CO $6.49B Q2 2014 8/8/2014 879
863 Curi Capital, LLC $6.48B Q2 2026 8/14/2026 900
864 Mondrian Investment Partners LTD $6.48B Q2 2026 7/30/2026 111
865 MONTRUSCO BOLTON INVESTMENTS INC. $6.46B Q2 2026 7/21/2026 80
866 Pine River Capital Management L.P. $6.44B Q1 2014 5/15/2014 576
867 Aequim Alternative Investments LP $6.43B Q2 2026 8/11/2026 102
868 Ruane, Cunniff & Goldfarb L.P. $6.43B Q2 2026 8/13/2026 54
869 CONFLUENCE INVESTMENT MANAGEMENT LLC $6.4B Q2 2026 7/1/2026 301
870 RFG Advisory, LLC $6.4B Q2 2026 7/15/2026 1,126
871 MIZUHO MARKETS AMERICAS LLC $6.37B Q2 2026 7/24/2026 234
872 Mesirow Financial Investment Management, Inc. $6.37B Q2 2026 7/22/2026 529
873 Energy Income Partners, LLC $6.36B Q2 2026 8/7/2026 88
874 Perigon Wealth Management, LLC $6.36B Q2 2026 8/7/2026 1,435
875 DAVIS R M INC $6.34B Q2 2026 8/14/2026 280
876 GREAT VALLEY ADVISOR GROUP, INC. $6.33B Q2 2026 8/10/2026 1,055
877 OLD MISSION CAPITAL LLC $6.31B Q2 2026 8/14/2026 1,090
878 AXXCESS WEALTH MANAGEMENT, LLC $6.28B Q2 2026 7/28/2026 1,051
879 Susquehanna Portfolio Strategies, LLC $6.27B Q2 2026 8/14/2026 833
880 Danica Pension, Livsforsikringsaktieselskab $6.26B Q2 2026 8/10/2026 184
881 WIT, LLC $6.26B Q2 2026 8/14/2026 24
882 Alpha Wave Global, LP $6.24B Q2 2026 8/13/2026 25
883 Diversified Trust Co $6.24B Q2 2026 7/17/2026 1,115
884 Robeco Schweiz AG $6.23B Q2 2026 7/28/2026 126
885 CCLA Investment Management $6.23B Q4 2025 1/22/2026 55
886 TD Securities (USA) LLC $6.22B Q2 2014 7/25/2014 530
887 Evergreen Quality Fund GP, Ltd. $6.2B Q2 2026 8/14/2026 43
888 MIZUHO SECURITIES USA LLC $6.2B Q2 2026 7/28/2026 690
889 Visium Asset Management, LP $6.18B Q1 2014 5/15/2014 849
890 Longview Partners (Guernsey) LTD $6.16B Q2 2026 8/13/2026 23
891 Assured Investment Management LLC $6.15B Q1 2014 5/14/2014 260
892 SASCO CAPITAL INC / CT/ $6.14B Q1 2014 5/14/2014 53
893 SAMLYN CAPITAL, LLC $6.14B Q2 2026 8/14/2026 79
894 MILFORD FUNDS LTD $6.14B Q2 2026 7/30/2026 91
895 SUMITOMO LIFE INSURANCE CO $6.12B Q2 2026 8/11/2026 291
896 SCOUT CAPITAL MANAGEMENT LLC $6.08B Q4 2013 2/14/2014 43
897 Polar Asset Management Partners Inc. $6.07B Q2 2026 8/14/2026 838
898 WEDGE CAPITAL MANAGEMENT L L P/NC $6.06B Q2 2026 7/10/2026 484
899 MGO ONE SEVEN LLC $6.06B Q2 2026 7/31/2026 1,550
900 World Investment Advisors $6.04B Q2 2026 8/13/2026 1,523
901 Belfer Management LLC $6.03B Q2 2026 8/7/2026 16
902 Catalyst Capital Advisors LLC $6.03B Q2 2026 7/24/2026 369
903 Price Financial Group Wealth Management, Inc $6.02B Q2 2026 8/3/2026 17
904 Alphinity Investment Management Pty Ltd $6.01B Q2 2026 7/29/2026 27
905 CRAWFORD INVESTMENT COUNSEL INC $6B Q2 2026 8/14/2026 306
906 HANCOCK WHITNEY CORP $6B Q2 2026 8/14/2026 752
907 Forvis Mazars Wealth Advisors, LLC $5.99B Q2 2026 8/10/2026 433
908 Atlantic Union Bankshares Corp $5.99B Q2 2026 8/11/2026 1,699
909 Diversify Advisory Services, LLC $5.98B Q2 2026 8/7/2026 1,286
910 DIVERSIFY WEALTH MANAGEMENT, LLC $5.98B Q2 2026 7/29/2026 1,286
911 Sessa Capital IM, L.P. $5.98B Q2 2026 8/14/2026 30
912 Japan Post Holdings Co., Ltd. $5.97B Q2 2026 7/10/2026 1
913 DEPRINCE RACE & ZOLLO INC $5.96B Q2 2026 8/20/2026 188
914 PROVIDA PENSION FUND ADMINISTRATOR $5.95B Q1 2026 8/28/2026 60
915 J.P. Morgan Private Wealth Advisors LLC $5.92B Q2 2014 8/11/2014 889
916 CAISSE DES DEPOTS ET CONSIGNATIONS $5.91B Q2 2026 7/24/2026 235
917 Guinness Asset Management LTD $5.91B Q2 2026 7/29/2026 141
918 DISCIPLINED GROWTH INVESTORS INC /MN $5.91B Q2 2026 8/14/2026 58
919 SCGE MANAGEMENT, L.P. $5.9B Q2 2026 8/14/2026 21
920 Sterling Capital Management LLC $5.9B Q2 2026 7/28/2026 3,289
921 Eton Park Capital Management, L.P. $5.88B Q1 2014 5/15/2014 49
922 Pennant Capital Management, LLC $5.88B Q1 2014 5/15/2014 45
923 Annex Advisory Services, LLC $5.86B Q2 2026 7/10/2026 356
924 DSM CAPITAL PARTNERS LLC $5.84B Q2 2026 8/3/2026 70
925 South Dakota Investment Council $5.84B Q2 2026 8/11/2026 621
926 Maryland State Retirement & Pension System $5.84B Q2 2026 7/30/2026 1,423
927 KENSICO CAPITAL MANAGEMENT CORP $5.83B Q2 2026 8/14/2026 25
928 J.W. COLE ADVISORS, INC. $5.83B Q2 2026 7/21/2026 1,593
929 KALMAR INVESTMENTS INC /DE/ $5.82B Q2 2014 7/28/2014 157
930 WILMINGTON TRUST CO $5.81B Q1 2014 5/14/2014 705
931 KEELEY ASSET MANAGEMENT CORP $5.81B Q1 2014 5/15/2014 412
932 Nearwater Capital Markets, Ltd $5.8B Q2 2026 8/14/2026 100
933 Douglass Winthrop Advisors, LLC $5.8B Q2 2026 8/13/2026 308
934 SNYDER CAPITAL MANAGEMENT L P $5.79B Q2 2026 8/13/2026 69
935 Edelman Financial Services, LLC $5.78B Q2 2014 8/8/2014 21
936 CARRONADE CAPITAL MANAGEMENT, LP $5.77B Q2 2026 8/14/2026 23
937 Lazard Freres Gestion S.A.S. $5.77B Q2 2026 8/6/2026 115
938 INTEGRAL DERIVATIVES, LLC $5.76B Q2 2014 8/7/2014 1,309
939 SUSQUEHANNA ADVISORS GROUP, INC. $5.75B Q2 2026 8/14/2026 133
940 Hancock Prospecting Pty Ltd $5.71B Q2 2026 8/14/2026 42
941 COUNTRY TRUST BANK $5.71B Q2 2026 7/15/2026 628
942 Kohlberg Kravis Roberts & Co. L.P. $5.71B Q2 2026 8/14/2026 99
943 Badgley Phelps Wealth Managers, LLC $5.71B Q2 2026 7/31/2026 333
944 EVERGREEN CAPITAL MANAGEMENT LLC $5.7B Q2 2026 7/23/2026 1,535
945 Junto Capital Management LP $5.7B Q2 2026 8/14/2026 81
946 CURIAN CAPITAL LLC $5.7B Q2 2014 7/29/2014 575
947 Choate Investment Advisors $5.69B Q2 2026 8/11/2026 472
948 BRIDGEWAY CAPITAL MANAGEMENT, LLC $5.69B Q2 2026 8/14/2026 1,233
949 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $5.69B Q2 2026 8/14/2026 155
950 ATALANTA SOSNOFF CAPITAL, LLC $5.68B Q2 2026 8/12/2026 112
951 DONALD SMITH & CO., INC. $5.65B Q2 2026 8/11/2026 66
952 KENNEDY CAPITAL MANAGEMENT LLC $5.65B Q2 2026 8/14/2026 543
953 BARINGS LLC $5.64B Q2 2026 8/7/2026 191
954 ValueAct Holdings, L.P. $5.63B Q2 2026 8/14/2026 18
955 TODD ASSET MANAGEMENT LLC $5.63B Q2 2026 8/4/2026 182
956 Cannell & Spears LLC $5.62B Q2 2026 8/11/2026 445
957 Linonia Partnership LP $5.6B Q2 2026 8/14/2026 12
958 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund $5.59B Q2 2026 8/5/2026 184
959 THOMPSON SIEGEL & WALMSLEY LLC $5.57B Q2 2026 8/11/2026 435
960 HUB Investment Partners, LLC $5.57B Q2 2026 7/31/2026 1,385
961 Veritas Asset Management LLP $5.56B Q2 2026 8/4/2026 21
962 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $5.56B Q2 2026 7/14/2026 669
963 American Family Investments, Inc. $5.54B Q2 2026 8/14/2026 13
964 IFP Advisors, Inc $5.54B Q2 2026 7/20/2026 5,147
965 Bracebridge Capital, LLC $5.53B Q2 2026 8/14/2026 40
966 Generali Asset Management SPA SGR $5.53B Q2 2026 7/30/2026 526
967 CENTRAL TRUST Co $5.53B Q2 2026 7/31/2026 1,568
968 MAPLELANE CAPITAL, LLC $5.51B Q2 2026 8/13/2026 86
969 Graham Capital Management, L.P. $5.5B Q2 2026 8/14/2026 1,222
970 Geneva Advisors, LLC $5.49B Q2 2014 8/7/2014 744
971 GLENVIEW CAPITAL MANAGEMENT, LLC $5.49B Q2 2026 8/14/2026 45
972 Voleon Capital Management LP $5.49B Q2 2026 8/14/2026 761
973 ABRAMS CAPITAL MANAGEMENT, L.P. $5.48B Q2 2026 8/13/2026 11
974 Greystone Managed Investments Inc. $5.47B Q1 2014 5/12/2014 83
975 MONTANOVA CAPITAL, LLC $5.47B Q2 2026 8/14/2026 96
976 NICHOLAS COMPANY, INC. $5.47B Q2 2026 8/5/2026 195
977 EFG International AG $5.46B Q2 2026 8/14/2026 1,088
978 ANTIPODES PARTNERS Ltd $5.46B Q2 2026 8/6/2026 130
979 Exor N.V. $5.46B Q2 2026 8/3/2026 3
980 TD PRIVATE CLIENT WEALTH LLC $5.44B Q2 2026 8/4/2026 1,698
981 AlphaCore Capital LLC $5.44B Q2 2026 8/6/2026 1,478
982 Resolution Capital Ltd $5.44B Q2 2026 8/14/2026 39
983 SIG North Trading, ULC $5.42B Q2 2026 8/14/2026 286
984 BAUPOST GROUP LLC/MA $5.42B Q2 2026 8/13/2026 23
985 ELEVATION POINT WEALTH PARTNERS, LLC $5.4B Q2 2026 8/12/2026 1,202
986 ORBIMED ADVISORS LLC $5.4B Q2 2026 8/14/2026 129
987 SHELTON CAPITAL MANAGEMENT $5.39B Q2 2026 8/14/2026 749
988 BRIGHTON JONES LLC $5.38B Q2 2026 8/11/2026 1,423
989 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION $5.37B Q2 2014 8/8/2014 99
990 NEPC LLC $5.36B Q2 2026 8/14/2026 53
991 INDEPENDENT FINANCIAL GROUP, LLC $5.35B Q2 2026 7/15/2026 1,546
992 WHITTIER TRUST CO OF NEVADA INC $5.35B Q2 2026 7/27/2026 1,423
993 FIRST FINANCIAL BANKSHARES INC $5.34B Q2 2026 8/11/2026 210
994 Paradigm Biocapital Advisors LP $5.34B Q2 2026 8/14/2026 28
995 RIVERHEAD CAPITAL MANAGEMENT LLC $5.34B Q2 2014 8/6/2014 628
996 CAXTON ASSOCIATES LLP $5.33B Q2 2026 8/14/2026 730
997 Cassaday & Co Wealth Management LLC $5.32B Q2 2026 8/10/2026 1,313
998 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $5.32B Q2 2026 8/14/2026 737
999 Twin Tree Management, LP $5.31B Q2 2026 8/12/2026 1,357
1000 Mutual Advisors, LLC $5.31B Q2 2026 8/14/2026 1,392