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 Rothschild & Co Wealth Management UK Ltd $6.36B Q4 2025 1/28/2026 25
802 JENSEN INVESTMENT MANAGEMENT INC $6.36B Q4 2025 2/11/2026 89
803 EMINENCE CAPITAL, LP $6.32B Q4 2025 2/17/2026 39
804 PGGM Investments $6.32B Q4 2025 2/9/2026 66
805 Gradient Investments LLC $6.3B Q4 2025 1/8/2026 343
806 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $6.3B Q4 2025 2/17/2026 213
807 Capital Group Private Client Services, Inc. $6.28B Q4 2025 2/11/2026 286
808 SAMLYN CAPITAL, LLC $6.28B Q4 2025 2/17/2026 74
809 Kohlberg Kravis Roberts & Co. L.P. $6.25B Q4 2025 2/17/2026 91
810 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $6.24B Q4 2025 1/13/2026 358
811 CCLA Investment Management $6.23B Q4 2025 1/22/2026 55
812 Capital International Sarl $6.23B Q4 2025 2/11/2026 300
813 TD Securities (USA) LLC $6.22B Q2 2014 7/25/2014 530
814 CAPITAL ADVISORS INC/OK $6.21B Q4 2025 1/15/2026 342
815 Visium Asset Management, LP $6.18B Q1 2014 5/15/2014 849
816 GREENHAVEN ASSOCIATES INC $6.17B Q4 2025 1/7/2026 30
817 Guinness Asset Management LTD $6.16B Q4 2025 2/9/2026 146
818 World Investment Advisors $6.16B Q4 2025 3/12/2026 1,468
819 Assured Investment Management LLC $6.15B Q1 2014 5/14/2014 260
820 Sterling Capital Management LLC $6.15B Q4 2025 2/13/2026 3,239
821 J. Safra Sarasin Holding AG $6.15B Q4 2025 1/15/2026 500
822 SASCO CAPITAL INC / CT/ $6.14B Q1 2014 5/14/2014 53
823 Simplify Asset Management Inc. $6.13B Q4 2025 2/9/2026 142
824 SCOPUS ASSET MANAGEMENT, L.P. $6.12B Q4 2025 2/17/2026 273
825 LETKO, BROSSEAU & ASSOCIATES INC $6.11B Q4 2025 2/11/2026 100
826 Prospera Financial Services Inc $6.09B Q4 2025 2/9/2026 1,359
827 SCOUT CAPITAL MANAGEMENT LLC $6.08B Q4 2013 2/14/2014 43
828 RiverFront Investment Group, LLC $6.06B Q4 2025 2/5/2026 346
829 Mondrian Investment Partners LTD $6.06B Q4 2025 2/9/2026 103
830 OpenArc Corporate Advisory, LLC $6.05B Q4 2025 2/13/2026 646
831 MIZUHO SECURITIES USA LLC $6.05B Q4 2025 2/9/2026 702
832 SUSQUEHANNA ADVISORS GROUP, INC. $6.02B Q4 2025 2/17/2026 169
833 OLD NATIONAL BANCORP /IN/ $6.02B Q4 2025 1/28/2026 613
834 CRAWFORD INVESTMENT COUNSEL INC $6.01B Q4 2025 2/17/2026 301
835 Crestwood Advisors Group, LLC $6B Q4 2025 2/3/2026 694
836 PROVIDENT TRUST CO $5.98B Q4 2025 2/2/2026 22
837 THOMPSON SIEGEL & WALMSLEY LLC $5.96B Q4 2025 2/10/2026 402
838 Advisors Asset Management, Inc. $5.96B Q4 2025 2/12/2026 1,440
839 Quilter Plc $5.96B Q4 2025 1/21/2026 129
840 Conestoga Capital Advisors, LLC $5.94B Q4 2025 2/2/2026 121
841 NorthRock Partners, LLC $5.93B Q4 2025 2/17/2026 619
842 J.P. Morgan Private Wealth Advisors LLC $5.92B Q2 2014 8/11/2014 889
843 Empowered Funds, LLC $5.89B Q4 2025 2/18/2026 994
844 KENSICO CAPITAL MANAGEMENT CORP $5.88B Q4 2025 2/17/2026 22
845 Eton Park Capital Management, L.P. $5.88B Q1 2014 5/15/2014 49
846 Pennant Capital Management, LLC $5.88B Q1 2014 5/15/2014 45
847 GF FUND MANAGEMENT CO. LTD. $5.85B Q4 2025 1/27/2026 643
848 Nearwater Capital Markets, Ltd $5.85B Q4 2025 2/17/2026 104
849 Louisiana State Employees Retirement System $5.83B Q4 2025 1/16/2026 1,522
850 STEADFAST CAPITAL MANAGEMENT LP $5.82B Q4 2025 2/17/2026 133
851 KALMAR INVESTMENTS INC /DE/ $5.82B Q2 2014 7/28/2014 157
852 WILMINGTON TRUST CO $5.81B Q1 2014 5/14/2014 705
853 DAVIS R M INC $5.81B Q4 2025 2/12/2026 275
854 KEELEY ASSET MANAGEMENT CORP $5.81B Q1 2014 5/15/2014 412
855 EASTERN BANK $5.8B Q4 2025 1/14/2026 1,167
856 Summit Trail Advisors, LLC $5.78B Q4 2025 2/17/2026 1,303
857 AXXCESS WEALTH MANAGEMENT, LLC $5.78B Q4 2025 2/19/2026 1,042
858 Edelman Financial Services, LLC $5.78B Q2 2014 8/8/2014 21
859 Curi Capital, LLC $5.77B Q4 2025 2/17/2026 874
860 Apollon Wealth Management, LLC $5.77B Q4 2025 1/22/2026 1,302
861 Japan Post Holdings Co., Ltd. $5.77B Q4 2025 1/27/2026 1
862 Bleakley Financial Group, LLC $5.76B Q4 2025 2/9/2026 680
863 INTEGRAL DERIVATIVES, LLC $5.76B Q2 2014 8/7/2014 1,309
864 GENDELL JEFFREY L $5.76B Q4 2025 2/13/2026 96
865 Harvest Portfolios Group Inc. $5.75B Q4 2025 2/6/2026 254
866 Border to Coast Pensions Partnership Ltd $5.74B Q4 2025 1/26/2026 84
867 PROVIDA PENSION FUND ADMINISTRATOR $5.74B Q3 2025 2/26/2026 64
868 Lingotto Investment Management LLP $5.74B Q4 2025 2/10/2026 39
869 C WorldWide Group Holding A/S $5.73B Q4 2025 2/4/2026 97
870 Douglass Winthrop Advisors, LLC $5.72B Q4 2025 2/12/2026 307
871 REAVES W H & CO INC $5.72B Q4 2025 2/10/2026 87
872 NICHOLAS COMPANY, INC. $5.71B Q4 2025 2/4/2026 205
873 Belfer Management LLC $5.7B Q4 2025 2/3/2026 14
874 MARSHFIELD ASSOCIATES $5.7B Q4 2025 2/17/2026 17
875 CURIAN CAPITAL LLC $5.7B Q2 2014 7/29/2014 575
876 Local Pensions Partnership Investment Ltd $5.68B Q4 2025 1/27/2026 32
877 INVESTOR AB $5.67B Q4 2025 2/17/2026 12
878 ABRAMS CAPITAL MANAGEMENT, L.P. $5.67B Q4 2025 2/13/2026 12
879 Facet Wealth, Inc. $5.65B Q4 2025 1/29/2026 299
880 SUMITOMO MITSUI FINANCIAL GROUP, INC. $5.65B Q4 2025 2/12/2026 178
881 Dakota Wealth Management $5.64B Q4 2025 1/13/2026 777
882 Global Retirement Partners, LLC $5.64B Q4 2025 2/6/2026 4,246
883 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $5.61B Q4 2025 1/16/2026 895
884 COMGEST GLOBAL INVESTORS S.A.S. $5.61B Q4 2025 2/12/2026 55
885 PERCEPTIVE ADVISORS LLC $5.61B Q4 2025 2/17/2026 116
886 Deep Track Capital, LP $5.61B Q4 2025 2/13/2026 55
887 Perigon Wealth Management, LLC $5.59B Q4 2025 1/16/2026 1,307
888 Interval Partners, LP $5.59B Q4 2025 2/17/2026 309
889 Exor N.V. $5.58B Q4 2025 2/3/2026 3
890 WEDGE CAPITAL MANAGEMENT L L P/NC $5.57B Q4 2025 1/14/2026 511
891 LM Advisors LLC $5.56B Q4 2025 2/13/2026 210
892 Lazard Freres Gestion S.A.S. $5.55B Q4 2025 2/6/2026 112
893 HANCOCK WHITNEY CORP $5.55B Q4 2025 2/17/2026 771
894 COUNTRY TRUST BANK $5.52B Q4 2025 1/21/2026 609
895 Energy Income Partners, LLC $5.52B Q4 2025 2/17/2026 88
896 Situational Awareness LP $5.52B Q4 2025 2/11/2026 29
897 BECK MACK & OLIVER LLC $5.51B Q4 2025 2/12/2026 194
898 SAGESPRING WEALTH PARTNERS, LLC $5.5B Q4 2025 1/7/2026 783
899 Geneva Advisors, LLC $5.49B Q2 2014 8/7/2014 744
900 Modern Wealth Management, LLC $5.48B Q4 2025 2/17/2026 842
901 SIG North Trading, ULC $5.48B Q4 2025 2/17/2026 274
902 RITHOLTZ WEALTH MANAGEMENT $5.48B Q4 2025 1/23/2026 1,119
903 Greystone Managed Investments Inc. $5.47B Q1 2014 5/12/2014 83
904 Parallel Advisors, LLC $5.47B Q4 2025 2/11/2026 3,619
905 FUNDSMITH INVESTMENT SERVICES LTD. $5.47B Q4 2025 2/17/2026 26
906 Badgley Phelps Wealth Managers, LLC $5.46B Q4 2025 1/28/2026 327
907 Japan Science & Technology Agency $5.44B Q4 2025 2/6/2026 12
908 Diversified Trust Co $5.43B Q4 2025 1/9/2026 1,038
909 BARINGS LLC $5.43B Q4 2025 2/12/2026 169
910 Carnegie Investment Counsel $5.42B Q4 2025 1/23/2026 564
911 Skye Global Management LP $5.42B Q4 2025 2/17/2026 47
912 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION $5.37B Q2 2014 8/8/2014 99
913 SNYDER CAPITAL MANAGEMENT L P $5.36B Q4 2025 2/12/2026 68
914 EVOKE WEALTH, LLC $5.36B Q4 2025 2/6/2026 684
915 Sessa Capital IM, L.P. $5.35B Q4 2025 2/17/2026 31
916 Cannell & Spears LLC $5.35B Q4 2025 2/17/2026 411
917 DONALD SMITH & CO., INC. $5.34B Q4 2025 2/11/2026 60
918 RIVERHEAD CAPITAL MANAGEMENT LLC $5.34B Q2 2014 8/6/2014 628
919 RIVERBRIDGE PARTNERS LLC $5.33B Q4 2025 1/13/2026 188
920 Atlantic Union Bankshares Corp $5.33B Q4 2025 2/4/2026 1,997
921 GENEVA CAPITAL MANAGEMENT LLC $5.32B Q4 2025 2/12/2026 123
922 RFG Advisory, LLC $5.31B Q4 2025 2/3/2026 980
923 Blue Sparrow, LLC /DE $5.31B Q4 2025 2/18/2026 96
924 Forvis Mazars Wealth Advisors, LLC $5.3B Q4 2025 2/10/2026 405
925 Starboard Value LP $5.28B Q4 2025 2/17/2026 22
926 BAUPOST GROUP LLC/MA $5.28B Q4 2025 2/13/2026 22
927 Bellevue Group AG $5.28B Q4 2025 2/17/2026 176
928 SIH Partners, LLLP $5.28B Q4 2025 2/17/2026 207
929 South Dakota Investment Council $5.25B Q4 2025 2/12/2026 606
930 MADISON INVESTMENT HOLDINGS INC $5.25B Q1 2014 5/6/2014 231
931 CLEARBRIDGE, LLC $5.25B Q1 2014 5/15/2014 192
932 TRILOGY GLOBAL ADVISORS LP $5.24B Q2 2014 8/8/2014 88
933 Annex Advisory Services, LLC $5.24B Q4 2025 1/26/2026 357
934 Placemark Investments, Inc. $5.23B Q1 2014 5/9/2014 1,585
935 DEPRINCE RACE & ZOLLO INC $5.23B Q4 2025 1/23/2026 183
936 DISCIPLINED GROWTH INVESTORS INC /MN $5.22B Q4 2025 2/17/2026 61
937 Caledonia (Private) Investments Pty Ltd $5.22B Q4 2025 2/17/2026 16
938 GREAT VALLEY ADVISOR GROUP, INC. $5.2B Q4 2025 2/12/2026 944
939 ASHMORE WEALTH MANAGEMENT LLC $5.19B Q2 2014 8/6/2014 25
940 MIZUHO MARKETS AMERICAS LLC $5.18B Q4 2025 2/6/2026 173
941 EFG International AG $5.17B Q4 2025 2/17/2026 869
942 Arkadios Wealth Advisors $5.16B Q4 2025 2/13/2026 1,566
943 TODD ASSET MANAGEMENT LLC $5.13B Q4 2025 2/9/2026 175
944 ATALANTA SOSNOFF CAPITAL, LLC $5.13B Q4 2025 2/13/2026 105
945 CINCINNATI FINANCIAL CORP $5.12B Q4 2025 2/12/2026 54
946 CAXTON ASSOCIATES LLP $5.11B Q4 2025 2/13/2026 752
947 CENTRAL TRUST Co $5.1B Q4 2025 2/2/2026 1,549
948 Vise Technologies, Inc. $5.1B Q4 2025 2/11/2026 1,461
949 ALTAROCK PARTNERS LP $5.1B Q4 2025 2/13/2026 8
950 GLG Partners LP $5.1B Q1 2014 5/15/2014 348
951 Choate Investment Advisors $5.1B Q4 2025 2/9/2026 444
952 MILFORD FUNDS LTD $5.09B Q4 2025 2/13/2026 76
953 Wealthcare Advisory Partners LLC $5.09B Q4 2025 1/14/2026 1,066
954 Evergreen Quality Fund GP, Ltd. $5.07B Q4 2025 2/17/2026 42
955 SHELTON CAPITAL MANAGEMENT $5.07B Q4 2025 2/17/2026 703
956 Apella Capital, LLC $5.06B Q4 2025 1/21/2026 531
957 Aequim Alternative Investments LP $5.06B Q4 2025 2/17/2026 103
958 SENTINEL ASSET MANAGEMENT, INC. $5.05B Q1 2014 5/15/2014 255
959 Silver Lake Group, L.L.C. $5.03B Q4 2025 2/13/2026 11
960 IBM Retirement Fund $5.03B Q1 2014 5/19/2014 1,017
961 Darsana Capital Partners LP $5.02B Q4 2025 2/17/2026 16
962 MISSION WEALTH MANAGEMENT, LP $5.01B Q4 2025 2/5/2026 734
963 Bank Pictet & Cie (Europe) AG $5.01B Q4 2025 1/16/2026 199
964 OSSIAM $5.01B Q4 2025 2/13/2026 388
965 WIT, LLC $4.99B Q4 2025 2/17/2026 20
966 ADVENT CAPITAL MANAGEMENT /DE/ $4.98B Q4 2025 2/9/2026 225
967 Weiss Multi-Strategy Advisers LLC $4.97B Q1 2014 5/15/2014 940
968 FIRST FINANCIAL BANKSHARES INC $4.97B Q4 2025 2/12/2026 212
969 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $4.97B Q4 2025 2/6/2026 605
970 WILLIAMS JONES & ASSOCIATES LLC $4.96B Q1 2014 5/14/2014 368
971 EQUITY INVESTMENT CORP $4.95B Q4 2025 2/12/2026 72
972 Aspex Management (HK) Ltd $4.94B Q4 2025 2/13/2026 24
973 Darwin Global Management, Ltd. $4.94B Q4 2025 2/17/2026 6
974 HARBOUR INVESTMENTS, INC. $4.93B Q4 2025 2/9/2026 3,866
975 CHARTWELL INVESTMENT PARTNERS/PA $4.92B Q1 2014 5/20/2014 341
976 COMMERZBANK AKTIENGESELLSCHAFT /FI $4.91B Q4 2025 2/5/2026 374
977 GLENVIEW CAPITAL MANAGEMENT, LLC $4.91B Q4 2025 2/17/2026 57
978 Mill Creek Capital Advisors, LLC $4.91B Q4 2025 2/13/2026 251
979 MGO ONE SEVEN LLC $4.9B Q4 2025 2/3/2026 1,393
980 ORBIMED ADVISORS LLC $4.9B Q4 2025 2/17/2026 108
981 Generali Asset Management SPA SGR $4.89B Q4 2025 2/3/2026 483
982 Legg Mason Investment Counsel, LLC $4.89B Q1 2014 5/15/2014 1,000
983 SUVRETTA CAPITAL MANAGEMENT, LLC $4.88B Q4 2025 2/17/2026 93
984 Mesirow Financial Investment Management, Inc. $4.87B Q4 2025 2/5/2026 485
985 Catalyst Capital Advisors LLC $4.87B Q4 2025 2/10/2026 380
986 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC $4.86B Q1 2014 5/15/2014 1,117
987 Maryland State Retirement & Pension System $4.86B Q4 2025 2/17/2026 1,369
988 Ancora Advisors LLC $4.85B Q4 2025 2/17/2026 2,549
989 Two Seas Capital LP $4.85B Q4 2025 2/11/2026 38
990 Catterton Management Company, L.L.C. $4.84B Q4 2025 1/14/2026 3
991 ADVENT INTERNATIONAL, L.P. $4.83B Q4 2025 2/17/2026 24
992 Smead Capital Management, Inc. $4.82B Q4 2025 2/9/2026 32
993 WHITTIER TRUST CO OF NEVADA INC $4.82B Q4 2025 1/26/2026 1,276
994 KORNITZER CAPITAL MANAGEMENT INC /KS $4.81B Q4 2025 2/2/2026 508
995 Laird Norton Wetherby Trust Company, LLC $4.81B Q4 2025 2/17/2026 1,020
996 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $4.81B Q4 2025 2/17/2026 124
997 FENIMORE ASSET MANAGEMENT INC $4.8B Q4 2025 2/2/2026 92
998 FIRST CITIZENS BANK & TRUST CO $4.79B Q4 2025 2/18/2026 637
999 CHILTON INVESTMENT CO INC. $4.79B Q4 2025 2/17/2026 282
1000 CORTLAND ADVISERS LLC $4.78B Q2 2014 8/6/2014 27