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 RFG Advisory, LLC $6.4B Q2 2026 7/15/2026 1,126
802 Bleakley Financial Group, LLC $6.39B Q1 2026 5/4/2026 760
803 Ethic Inc. $6.39B Q1 2026 4/27/2026 1,246
804 Glenview Trust Co $6.37B Q1 2026 5/8/2026 500
805 Evercore Wealth Management, LLC $6.36B Q1 2026 5/15/2026 418
806 ECP ControlCo, LLC $6.34B Q1 2026 5/15/2026 4
807 LM Advisors LLC $6.33B Q1 2026 5/13/2026 212
808 OLD MISSION CAPITAL LLC $6.3B Q1 2026 5/15/2026 1,062
809 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV $6.27B Q1 2026 6/23/2026 60
810 Diversified Trust Co $6.24B Q2 2026 7/17/2026 1,115
811 CCLA Investment Management $6.23B Q4 2025 1/22/2026 55
812 CAPITAL ADVISORS INC/OK $6.22B Q1 2026 4/27/2026 357
813 TD Securities (USA) LLC $6.22B Q2 2014 7/25/2014 530
814 Energy Income Partners, LLC $6.22B Q1 2026 5/15/2026 87
815 LETKO, BROSSEAU & ASSOCIATES INC $6.2B Q1 2026 5/12/2026 101
816 NorthRock Partners, LLC $6.2B Q1 2026 5/15/2026 678
817 World Investment Advisors $6.2B Q1 2026 4/27/2026 1,572
818 BARINGS LLC $6.19B Q1 2026 5/6/2026 179
819 Visium Asset Management, LP $6.18B Q1 2014 5/15/2014 849
820 Mesirow Financial Investment Management, Inc. $6.18B Q1 2026 4/21/2026 517
821 Assured Investment Management LLC $6.15B Q1 2014 5/14/2014 260
822 Apollon Wealth Management, LLC $6.15B Q1 2026 4/22/2026 1,403
823 SASCO CAPITAL INC / CT/ $6.14B Q1 2014 5/14/2014 53
824 AKRE CAPITAL MANAGEMENT LLC $6.13B Q1 2026 5/14/2026 20
825 Arkadios Wealth Advisors $6.13B Q1 2026 5/18/2026 1,694
826 Deep Track Capital, LP $6.12B Q1 2026 5/15/2026 63
827 Howard Capital Management Inc. $6.11B Q1 2026 5/5/2026 332
828 Capital International Sarl $6.11B Q1 2026 5/13/2026 287
829 AQR Arbitrage LLC $6.09B Q1 2026 5/15/2026 556
830 SCOUT CAPITAL MANAGEMENT LLC $6.08B Q4 2013 2/14/2014 43
831 BRISTOL JOHN W & CO INC /NY/ $6.08B Q1 2026 5/14/2026 61
832 GREENHAVEN ASSOCIATES INC $6.07B Q1 2026 4/6/2026 27
833 Elo Mutual Pension Insurance Co $6.06B Q1 2026 5/11/2026 581
834 CAISSE DES DEPOTS ET CONSIGNATIONS $6.06B Q1 2026 4/30/2026 217
835 WEDGE CAPITAL MANAGEMENT L L P/NC $6.06B Q2 2026 7/10/2026 484
836 Harvest Portfolios Group Inc. $6.06B Q1 2026 5/14/2026 260
837 EVENTIDE ASSET MANAGEMENT, LLC $6.05B Q1 2026 5/15/2026 278
838 Ruane, Cunniff & Goldfarb L.P. $6.03B Q1 2026 5/14/2026 50
839 REAVES W H & CO INC $6.03B Q1 2026 5/7/2026 90
840 Advisors Asset Management, Inc. $6.01B Q1 2026 5/15/2026 1,451
841 CastleKnight Management LP $6B Q1 2026 5/15/2026 451
842 GF FUND MANAGEMENT CO. LTD. $5.98B Q1 2026 4/15/2026 624
843 Belfer Management LLC $5.98B Q1 2026 5/8/2026 15
844 Japan Post Holdings Co., Ltd. $5.97B Q2 2026 7/10/2026 1
845 BC Partners PE LP $5.96B Q1 2026 5/14/2026 2
846 Crestwood Advisors Group, LLC $5.94B Q1 2026 5/5/2026 766
847 Appaloosa LP $5.93B Q1 2026 5/15/2026 31
848 Capital Group Private Client Services, Inc. $5.93B Q1 2026 5/13/2026 240
849 J.P. Morgan Private Wealth Advisors LLC $5.92B Q2 2014 8/11/2014 889
850 Border to Coast Pensions Partnership Ltd $5.92B Q1 2026 4/22/2026 92
851 Weiss Asset Management LP $5.91B Q1 2026 5/15/2026 488
852 Veritas Asset Management LLP $5.9B Q1 2026 5/13/2026 21
853 TimesSquare Capital Management, LLC $5.89B Q1 2026 5/7/2026 151
854 Eton Park Capital Management, L.P. $5.88B Q1 2014 5/15/2014 49
855 Pennant Capital Management, LLC $5.88B Q1 2014 5/15/2014 45
856 J. Safra Sarasin Holding AG $5.87B Q1 2026 5/4/2026 542
857 SAMLYN CAPITAL, LLC $5.86B Q1 2026 5/15/2026 76
858 Annex Advisory Services, LLC $5.86B Q2 2026 7/10/2026 356
859 Liontrust Investment Partners LLP $5.86B Q1 2026 5/20/2026 196
860 CRAWFORD INVESTMENT COUNSEL INC $5.85B Q1 2026 5/15/2026 300
861 Blue Sparrow, LLC /DE $5.85B Q1 2026 5/15/2026 176
862 Modern Wealth Management, LLC $5.84B Q1 2026 5/14/2026 877
863 KALMAR INVESTMENTS INC /DE/ $5.82B Q2 2014 7/28/2014 157
864 WILMINGTON TRUST CO $5.81B Q1 2014 5/14/2014 705
865 KEELEY ASSET MANAGEMENT CORP $5.81B Q1 2014 5/15/2014 412
866 Guinness Asset Management LTD $5.8B Q1 2026 4/21/2026 143
867 Kestra Investment Management, LLC $5.8B Q1 2026 5/11/2026 439
868 PECONIC PARTNERS LLC $5.78B Q1 2026 5/15/2026 9
869 PROVIDA PENSION FUND ADMINISTRATOR $5.78B Q4 2025 5/28/2026 58
870 Edelman Financial Services, LLC $5.78B Q2 2014 8/8/2014 21
871 Facet Wealth, Inc. $5.77B Q1 2026 5/7/2026 349
872 SCOPUS ASSET MANAGEMENT, L.P. $5.77B Q1 2026 5/15/2026 280
873 RITHOLTZ WEALTH MANAGEMENT $5.76B Q1 2026 4/20/2026 1,191
874 Alphadyne Asset Management LP $5.76B Q1 2026 5/15/2026 876
875 INTEGRAL DERIVATIVES, LLC $5.76B Q2 2014 8/7/2014 1,309
876 HANCOCK WHITNEY CORP $5.75B Q1 2026 5/15/2026 749
877 XTX Topco Ltd $5.75B Q1 2026 5/15/2026 3,773
878 ValueAct Holdings, L.P. $5.71B Q1 2026 5/15/2026 18
879 COUNTRY TRUST BANK $5.71B Q2 2026 7/15/2026 628
880 Louisiana State Employees Retirement System $5.7B Q2 2026 7/20/2026 1,517
881 THOMPSON SIEGEL & WALMSLEY LLC $5.7B Q1 2026 5/11/2026 418
882 PGGM Investments $5.7B Q1 2026 5/15/2026 67
883 Altimeter Capital Management, LP $5.7B Q1 2026 5/15/2026 13
884 Quilter Plc $5.7B Q1 2026 5/13/2026 124
885 CURIAN CAPITAL LLC $5.7B Q2 2014 7/29/2014 575
886 OSSIAM $5.69B Q1 2026 5/14/2026 388
887 Alphinity Investment Management Pty Ltd $5.68B Q1 2026 5/11/2026 29
888 DSM CAPITAL PARTNERS LLC $5.66B Q1 2026 4/29/2026 44
889 Global Retirement Partners, LLC $5.64B Q4 2025 2/6/2026 4,246
890 FOLKETRYGDFONDET $5.64B Q1 2026 5/13/2026 11
891 DAVIS R M INC $5.63B Q1 2026 5/13/2026 273
892 ARMISTICE CAPITAL, LLC $5.62B Q1 2026 5/15/2026 261
893 Curi Capital, LLC $5.62B Q1 2026 5/15/2026 869
894 DIVERSIFY WEALTH MANAGEMENT, LLC $5.61B Q1 2026 5/1/2026 1,174
895 EVOKE WEALTH, LLC $5.57B Q1 2026 5/14/2026 711
896 Parallel Advisors, LLC $5.56B Q1 2026 6/2/2026 3,833
897 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $5.56B Q2 2026 7/14/2026 669
898 DONALD SMITH & CO., INC. $5.56B Q1 2026 5/14/2026 62
899 Altshuler Shaham Ltd $5.54B Q1 2026 5/18/2026 446
900 IFP Advisors, Inc $5.54B Q2 2026 7/20/2026 5,147
901 Perigon Wealth Management, LLC $5.51B Q1 2026 4/10/2026 1,294
902 Sessa Capital IM, L.P. $5.51B Q1 2026 5/15/2026 36
903 GREAT VALLEY ADVISOR GROUP, INC. $5.5B Q1 2026 5/11/2026 999
904 Geneva Advisors, LLC $5.49B Q2 2014 8/7/2014 744
905 SAGESPRING WEALTH PARTNERS, LLC $5.49B Q1 2026 5/7/2026 791
906 Greystone Managed Investments Inc. $5.47B Q1 2014 5/12/2014 83
907 Douglass Winthrop Advisors, LLC $5.46B Q1 2026 5/13/2026 303
908 Exor N.V. $5.38B Q1 2026 5/13/2026 3
909 Linonia Partnership LP $5.38B Q1 2026 5/15/2026 14
910 Catalyst Capital Advisors LLC $5.37B Q1 2026 5/6/2026 367
911 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION $5.37B Q2 2014 8/8/2014 99
912 INDEPENDENT FINANCIAL GROUP, LLC $5.35B Q2 2026 7/15/2026 1,546
913 Kohlberg Kravis Roberts & Co. L.P. $5.35B Q1 2026 5/15/2026 92
914 RIVERHEAD CAPITAL MANAGEMENT LLC $5.34B Q2 2014 8/6/2014 628
915 Danica Pension, Livsforsikringsaktieselskab $5.33B Q1 2026 5/12/2026 163
916 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund $5.31B Q1 2026 5/11/2026 185
917 WIT, LLC $5.3B Q1 2026 5/15/2026 22
918 DEPRINCE RACE & ZOLLO INC $5.29B Q1 2026 4/24/2026 184
919 Sterling Capital Management LLC $5.28B Q1 2026 4/22/2026 3,215
920 Wealthcare Advisory Partners LLC $5.27B Q2 2026 7/9/2026 1,084
921 Orgel Wealth Management, LLC $5.27B Q2 2026 7/13/2026 113
922 Forvis Mazars Wealth Advisors, LLC $5.27B Q1 2026 5/1/2026 399
923 MADISON INVESTMENT HOLDINGS INC $5.25B Q1 2014 5/6/2014 231
924 CLEARBRIDGE, LLC $5.25B Q1 2014 5/15/2014 192
925 South Dakota Investment Council $5.24B Q1 2026 5/18/2026 622
926 TRILOGY GLOBAL ADVISORS LP $5.24B Q2 2014 8/8/2014 88
927 FSC Wealth Advisors, LLC $5.24B Q1 2026 4/20/2026 13
928 Placemark Investments, Inc. $5.23B Q1 2014 5/9/2014 1,585
929 DF DENT & CO INC $5.22B Q1 2026 5/15/2026 262
930 KAYNE ANDERSON CAPITAL ADVISORS LP $5.22B Q1 2026 5/11/2026 48
931 Atlantic Union Bankshares Corp $5.21B Q1 2026 5/12/2026 2,147
932 Maven Securities LTD $5.2B Q1 2026 5/15/2026 403
933 ANTIPODES PARTNERS Ltd $5.19B Q1 2026 5/5/2026 126
934 ASHMORE WEALTH MANAGEMENT LLC $5.19B Q2 2014 8/6/2014 25
935 Merewether Investment Management, LP $5.16B Q1 2026 5/15/2026 79
936 Aequim Alternative Investments LP $5.16B Q1 2026 5/15/2026 102
937 SNYDER CAPITAL MANAGEMENT L P $5.16B Q1 2026 5/14/2026 70
938 Carnegie Investment Counsel $5.13B Q1 2026 5/1/2026 559
939 PERCEPTIVE ADVISORS LLC $5.12B Q1 2026 5/29/2026 94
940 BAUPOST GROUP LLC/MA $5.12B Q1 2026 5/14/2026 22
941 TODD ASSET MANAGEMENT LLC $5.11B Q1 2026 5/12/2026 179
942 Choate Investment Advisors $5.11B Q1 2026 5/13/2026 438
943 AKO CAPITAL LLP $5.11B Q1 2026 5/15/2026 27
944 EQUITY INVESTMENT CORP $5.11B Q1 2026 5/4/2026 71
945 Cannell & Spears LLC $5.1B Q1 2026 5/15/2026 420
946 GLG Partners LP $5.1B Q1 2014 5/15/2014 348
947 NICHOLAS COMPANY, INC. $5.1B Q1 2026 5/4/2026 203
948 Vise Technologies, Inc. $5.09B Q1 2026 4/21/2026 1,447
949 CENTRAL TRUST Co $5.08B Q1 2026 4/17/2026 1,562
950 JENSEN INVESTMENT MANAGEMENT INC $5.07B Q1 2026 5/5/2026 84
951 Lazard Freres Gestion S.A.S. $5.07B Q1 2026 5/7/2026 123
952 Lingotto Investment Management LLP $5.06B Q1 2026 5/14/2026 35
953 Y-Intercept (Hong Kong) Ltd $5.05B Q2 2026 7/13/2026 1,651
954 SENTINEL ASSET MANAGEMENT, INC. $5.05B Q1 2014 5/15/2014 255
955 HBK Sorce Advisory LLC $5.05B Q1 2026 5/11/2026 664
956 ORBIMED ADVISORS LLC $5.05B Q1 2026 5/15/2026 114
957 IBM Retirement Fund $5.03B Q1 2014 5/19/2014 1,017
958 OLD NATIONAL BANCORP /IN/ $5.02B Q2 2026 7/15/2026 625
959 NEPC LLC $5.02B Q1 2026 5/15/2026 51
960 Badgley Phelps Wealth Managers, LLC $5.02B Q1 2026 4/15/2026 328
961 Polar Asset Management Partners Inc. $5.01B Q1 2026 5/15/2026 689
962 Conestoga Capital Advisors, LLC $5.01B Q1 2026 4/24/2026 114
963 Skye Global Management LP $5B Q1 2026 5/15/2026 47
964 Atreides Management, LP $5B Q1 2026 5/18/2026 54
965 MARSHFIELD ASSOCIATES $4.99B Q1 2026 5/15/2026 17
966 SIG North Trading, ULC $4.98B Q1 2026 5/15/2026 286
967 MGO ONE SEVEN LLC $4.98B Q1 2026 5/14/2026 1,399
968 Weiss Multi-Strategy Advisers LLC $4.97B Q1 2014 5/15/2014 940
969 BRIDGEWAY CAPITAL MANAGEMENT, LLC $4.97B Q1 2026 5/15/2026 1,221
970 CINCINNATI FINANCIAL CORP $4.96B Q1 2026 5/11/2026 55
971 WILLIAMS JONES & ASSOCIATES LLC $4.96B Q1 2014 5/14/2014 368
972 FIRST FINANCIAL BANKSHARES INC $4.95B Q1 2026 5/11/2026 201
973 SUMITOMO MITSUI FINANCIAL GROUP, INC. $4.94B Q1 2026 5/14/2026 191
974 SIT INVESTMENT ASSOCIATES INC $4.93B Q1 2026 5/13/2026 501
975 CHARTWELL INVESTMENT PARTNERS/PA $4.92B Q1 2014 5/20/2014 341
976 Maryland State Retirement & Pension System $4.92B Q1 2026 5/4/2026 1,352
977 MOORE CAPITAL MANAGEMENT, LP $4.92B Q1 2026 5/15/2026 635
978 Freemont Capital Pte Ltd $4.91B Q1 2026 5/8/2026 4
979 KENSICO CAPITAL MANAGEMENT CORP $4.9B Q1 2026 5/15/2026 20
980 Paradigm Biocapital Advisors LP $4.89B Q1 2026 5/15/2026 35
981 Legg Mason Investment Counsel, LLC $4.89B Q1 2014 5/15/2014 1,000
982 DISCIPLINED GROWTH INVESTORS INC /MN $4.89B Q1 2026 5/15/2026 61
983 WHITTIER TRUST CO OF NEVADA INC $4.87B Q1 2026 4/28/2026 1,411
984 Mill Creek Capital Advisors, LLC $4.87B Q1 2026 5/14/2026 260
985 Glencore plc $4.87B Q2 2026 7/14/2026 2
986 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC $4.86B Q1 2014 5/15/2014 1,117
987 Southpoint Capital Advisors LP $4.86B Q1 2026 5/15/2026 41
988 BECK MACK & OLIVER LLC $4.85B Q1 2026 5/12/2026 195
989 FENIMORE ASSET MANAGEMENT INC $4.83B Q2 2026 7/14/2026 92
990 ARISTEIA CAPITAL, L.L.C. $4.82B Q1 2026 5/15/2026 696
991 TD PRIVATE CLIENT WEALTH LLC $4.82B Q1 2026 4/27/2026 1,649
992 Japan Science & Technology Agency $4.81B Q1 2026 5/7/2026 12
993 Generali Asset Management SPA SGR $4.79B Q1 2026 5/5/2026 484
994 COMMERZBANK AKTIENGESELLSCHAFT /FI $4.78B Q1 2026 5/7/2026 354
995 PROVIDENT TRUST CO $4.78B Q1 2026 4/27/2026 22
996 CORTLAND ADVISERS LLC $4.78B Q2 2014 8/6/2014 27
997 MFN Partners Management, LP $4.77B Q1 2026 5/14/2026 10
998 WT Asset Management Ltd $4.77B Q1 2026 5/7/2026 32
999 MILFORD FUNDS LTD $4.77B Q1 2026 5/14/2026 75
1000 JAT CAPITAL MANAGEMENT, L.P. $4.77B Q1 2014 5/15/2014 56