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
1201 FARMERS & MERCHANTS INVESTMENTS INC $3.62B Q4 2025 2/3/2026 1,721
1202 Passport Capital, LLC $3.62B Q1 2014 5/15/2014 199
1203 SurgoCap Partners LP $3.61B Q4 2025 2/17/2026 17
1204 MUFG SECURITIES (CANADA), LTD. $3.6B Q4 2025 2/13/2026 43
1205 Index Venture Associates VI Ltd $3.59B Q4 2025 2/13/2026 4
1206 MARSICO CAPITAL MANAGEMENT LLC $3.59B Q4 2025 2/12/2026 75
1207 TD AMERITRADE INVESTMENT MANAGEMENT, LLC $3.58B Q1 2014 5/14/2014 122
1208 Hyperion Asset Management Ltd $3.58B Q4 2025 2/17/2026 18
1209 Avantax Planning Partners, Inc. $3.58B Q4 2025 2/5/2026 437
1210 PERRY CAPITAL $3.57B Q1 2014 5/14/2014 20
1211 Himalaya Capital Management LLC $3.57B Q4 2025 2/19/2026 9
1212 XN LP $3.57B Q4 2025 2/17/2026 26
1213 WCG Wealth Advisors LLC $3.57B Q4 2025 2/10/2026 503
1214 JMG Financial Group, Ltd. $3.56B Q4 2025 2/10/2026 126
1215 Edgestream Partners, L.P. $3.55B Q4 2025 2/13/2026 925
1216 DV Trading LLC $3.55B Q4 2025 2/17/2026 1,100
1217 Ilex Capital Partners (UK) LLP $3.54B Q4 2025 2/17/2026 66
1218 MITSUI SUMITOMO INSURANCE CO LTD $3.54B Q4 2025 2/17/2026 1
1219 SALEM INVESTMENT COUNSELORS INC $3.54B Q4 2025 1/12/2026 391
1220 SYNOVUS FINANCIAL CORP $3.53B Q2 2014 8/1/2014 929
1221 ARGENT CAPITAL MANAGEMENT LLC $3.53B Q4 2025 1/5/2026 159
1222 AMAZON COM INC $3.52B Q4 2025 2/10/2026 6
1223 Aquatic Capital Management LLC $3.52B Q4 2025 2/17/2026 1,360
1224 Vestcor Inc $3.51B Q4 2025 2/11/2026 1,157
1225 BECKER CAPITAL MANAGEMENT INC $3.5B Q4 2025 2/13/2026 301
1226 BNP PARIBAS $3.5B Q4 2025 2/10/2026 351
1227 F-Squared Investment Management, LLC $3.49B Q1 2014 5/16/2014 33
1228 ASPIRIANT, LLC $3.48B Q4 2025 1/20/2026 319
1229 INTACT INVESTMENT MANAGEMENT INC. $3.48B Q4 2025 2/2/2026 313
1230 Van Berkom & Associates Inc. $3.47B Q4 2025 2/2/2026 68
1231 ANCHOR CAPITAL ADVISORS LLC $3.45B Q4 2025 2/10/2026 251
1232 Meiji Yasuda Life Insurance Co $3.45B Q4 2025 2/11/2026 221
1233 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC $3.45B Q4 2025 2/17/2026 10
1234 Dana Investment Advisors, Inc. $3.44B Q4 2025 2/5/2026 551
1235 CHECK CAPITAL MANAGEMENT INC/CA $3.44B Q4 2025 2/6/2026 51
1236 PRIVATE MANAGEMENT GROUP INC $3.43B Q4 2025 2/12/2026 310
1237 Arax Advisory Partners $3.43B Q4 2025 2/13/2026 4,075
1238 HERITAGE INVESTORS MANAGEMENT CORP $3.43B Q4 2025 2/6/2026 245
1239 HL FINANCIAL SERVICES LLC $3.43B Q2 2014 8/1/2014 667
1240 Analyst IMS Investment Management Services Ltd. $3.43B Q4 2025 1/20/2026 128
1241 LADENBURG THALMANN FINANCIAL SERVICES INC. $3.43B Q1 2014 5/15/2014 3,884
1242 WEDBUSH SECURITIES INC $3.43B Q4 2025 2/12/2026 1,207
1243 LINCOLN NATIONAL CORP $3.42B Q4 2025 2/9/2026 20
1244 Voyager Global Management LP $3.42B Q4 2025 2/17/2026 9
1245 Compound Planning, Inc. $3.41B Q4 2025 2/19/2026 1,206
1246 TOYOTA MOTOR CORP/ $3.41B Q4 2025 2/13/2026 4
1247 BLI - Banque de Luxembourg Investments $3.41B Q4 2025 2/11/2026 178
1248 Addenda Capital Inc. $3.41B Q4 2025 1/22/2026 125
1249 Innovator Capital Management, LLC $3.41B Q4 2025 2/17/2026 9
1250 CASTLEARK MANAGEMENT LLC $3.41B Q4 2025 2/13/2026 294
1251 Richard Bernstein Advisors LLC $3.4B Q4 2025 2/3/2026 174
1252 Freestone Capital Holdings, LLC $3.38B Q4 2025 1/23/2026 556
1253 Swan Global Investments, LLC $3.38B Q4 2025 2/11/2026 80
1254 FIRST NATIONAL BANK OF OMAHA $3.38B Q4 2025 2/13/2026 503
1255 PALISADE CAPITAL MANAGEMENT, LP $3.37B Q4 2025 2/17/2026 379
1256 GUARDIAN CAPITAL LP $3.37B Q4 2025 2/18/2026 178
1257 Saba Capital Management, L.P. $3.37B Q4 2025 2/17/2026 350
1258 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP $3.36B Q4 2025 2/13/2026 24
1259 SigFig Wealth Management, LLC $3.35B Q4 2025 1/16/2026 137
1260 Siren, L.L.C. $3.35B Q4 2025 2/13/2026 113
1261 NEW MEXICO EDUCATIONAL RETIREMENT BOARD $3.35B Q4 2025 2/10/2026 908
1262 TCTC Holdings, LLC $3.35B Q4 2025 2/12/2026 617
1263 HARTFORD INVESTMENT MANAGEMENT CO $3.34B Q4 2025 2/4/2026 497
1264 REINHART PARTNERS, LLC. $3.34B Q4 2025 2/10/2026 74
1265 Lighthouse Investment Partners, LLC $3.33B Q4 2025 2/17/2026 862
1266 BlueCrest Capital Management Ltd $3.33B Q4 2025 2/17/2026 170
1267 Ceredex Value Advisors LLC $3.33B Q4 2025 2/13/2026 157
1268 QS Investors, LLC $3.32B Q1 2014 4/30/2014 589
1269 SummitTX Capital, L.P. $3.32B Q4 2025 2/17/2026 673
1270 Comprehensive Financial Management LLC $3.32B Q4 2025 2/17/2026 38
1271 MILLER HOWARD INVESTMENTS INC /NY $3.31B Q4 2025 1/27/2026 140
1272 Owl Creek Asset Management, L.P. $3.31B Q4 2025 2/17/2026 45
1273 One Capital Management, LLC $3.31B Q4 2025 2/10/2026 522
1274 QUADRANT CAPITAL GROUP LLC $3.31B Q4 2025 2/13/2026 2,706
1275 Douglas C. Lane & Associates, Inc. $3.31B Q2 2014 7/11/2014 224
1276 Foster Group, Inc. $3.31B Q4 2025 1/12/2026 300
1277 Plancorp, LLC $3.31B Q4 2025 2/5/2026 365
1278 OAKBROOK INVESTMENTS LLC $3.31B Q2 2014 7/17/2014 598
1279 Fidelity National Financial, Inc. $3.31B Q4 2025 2/11/2026 21
1280 Texas Yale Capital Corp. $3.3B Q4 2025 2/10/2026 493
1281 Cohen Klingenstein LLC $3.29B Q4 2025 1/20/2026 207
1282 PROFUND ADVISORS LLC $3.29B Q4 2025 2/6/2026 1,249
1283 DENVER INVESTMENT ADVISORS LLC $3.29B Q2 2014 8/8/2014 612
1284 Capital Analysts, LLC $3.29B Q4 2025 2/11/2026 1,364
1285 Ameritas Investment Partners, Inc. $3.28B Q4 2025 2/11/2026 3,147
1286 World Asset Management Inc $3.28B Q2 2014 7/28/2014 1,546
1287 CX Institutional $3.28B Q1 2026 4/6/2026 1,547
1288 Leonteq Securities AG $3.28B Q4 2025 2/6/2026 1,432
1289 Corvex Management LP $3.27B Q4 2025 2/17/2026 27
1290 TRILLIUM ASSET MANAGEMENT, LLC $3.27B Q4 2025 2/13/2026 232
1291 STOCK YARDS BANK & TRUST CO $3.27B Q4 2025 1/21/2026 397
1292 PAULSON & CO. INC. $3.26B Q4 2025 2/17/2026 9
1293 Moran Wealth Management, LLC $3.26B Q4 2025 1/26/2026 485
1294 PEREGRINE CAPITAL MANAGEMENT LLC $3.26B Q4 2025 1/28/2026 293
1295 Cannell & Co. $3.26B Q2 2014 8/8/2014 268
1296 NZS Capital, LLC $3.26B Q4 2025 2/12/2026 62
1297 VALINOR MANAGEMENT, L.P. $3.26B Q1 2014 5/15/2014 48
1298 Karpus Management, Inc. $3.26B Q4 2025 2/17/2026 214
1299 Hancock Prospecting Pty Ltd $3.25B Q4 2025 2/17/2026 31
1300 Apex Capital Management $3.25B Q2 2014 7/15/2014 264
1301 Stonehage Fleming Financial Services Holdings Ltd $3.25B Q4 2025 1/13/2026 222
1302 Nan Shan Life Insurance Co., Ltd. $3.25B Q4 2025 2/13/2026 82
1303 EMERALD ADVISERS, LLC $3.25B Q4 2025 2/9/2026 246
1304 Constellation Investments, Inc. $3.24B Q4 2025 1/21/2026 19
1305 Shaolin Capital Management LLC $3.23B Q4 2025 2/17/2026 405
1306 Senvest Management, LLC $3.23B Q4 2025 2/12/2026 52
1307 SIG BROKERAGE, LP $3.22B Q4 2025 2/17/2026 656
1308 Meritage Group LP $3.22B Q4 2025 2/13/2026 10
1309 59 North Capital Management, LP $3.21B Q4 2025 2/17/2026 13
1310 Yarbrough Capital, LLC $3.21B Q4 2025 1/14/2026 158
1311 Avior Wealth Management, LLC $3.21B Q4 2025 1/6/2026 739
1312 BURNEY CO/ $3.21B Q4 2025 1/23/2026 608
1313 PARK NATIONAL CORP /OH/ $3.21B Q4 2025 1/5/2026 315
1314 Systematic Alpha Investments, LLC $3.21B Q4 2025 2/12/2026 229
1315 FineMark National Bank & Trust $3.2B Q4 2025 2/12/2026 452
1316 MEYER HANDELMAN CO $3.19B Q4 2025 1/15/2026 214
1317 DELTA LLOYD NV $3.19B Q2 2014 8/5/2014 636
1318 MUFG Bank, Ltd. $3.18B Q4 2025 2/4/2026 4
1319 BDT CAPITAL PARTNERS, LLC $3.18B Q4 2025 2/17/2026 3
1320 HERMES INVESTMENT MANAGEMENT LTD $3.17B Q1 2014 5/13/2014 248
1321 Jetstream Capital LLC $3.17B Q1 2014 5/15/2014 23
1322 EXENCIAL WEALTH ADVISORS, LLC $3.17B Q4 2025 1/30/2026 547
1323 Matson Money. Inc. $3.16B Q4 2025 1/20/2026 9
1324 Diversify Advisory Services, LLC $3.16B Q4 2025 1/23/2026 913
1325 Price Financial Group Wealth Management, Inc $3.16B Q4 2025 2/17/2026 10
1326 Dai-ichi Life Holdings, Inc. $3.15B Q1 2014 5/14/2014 655
1327 Charles Schwab Investment Advisory, Inc. $3.15B Q2 2014 7/25/2014 32
1328 DONALDSON CAPITAL MANAGEMENT, LLC $3.14B Q4 2025 1/14/2026 231
1329 SOUND SHORE MANAGEMENT INC /CT/ $3.14B Q4 2025 2/10/2026 37
1330 Focused Investors LLC $3.14B Q4 2025 1/27/2026 22
1331 Kames Capital Management Ltd $3.14B Q2 2014 7/17/2014 166
1332 DAYMARK WEALTH PARTNERS, LLC $3.14B Q4 2025 1/12/2026 603
1333 HIGHBRIDGE CAPITAL MANAGEMENT LLC $3.14B Q4 2025 2/11/2026 297
1334 Metropolis Capital Ltd $3.13B Q4 2025 1/21/2026 15
1335 BRAIDWELL LP $3.13B Q4 2025 2/17/2026 73
1336 CAPSTONE ASSET MANAGEMENT CO $3.13B Q2 2014 7/11/2014 1,659
1337 CORNERSTONE CAPITAL MANAGEMENT LLC $3.12B Q2 2014 8/8/2014 47
1338 KCM INVESTMENT ADVISORS LLC $3.12B Q4 2025 2/13/2026 394
1339 Brahman Capital Corp. $3.12B Q1 2014 5/15/2014 19
1340 Bracebridge Capital, LLC $3.12B Q4 2025 2/17/2026 38
1341 Dynamic Advisor Solutions LLC $3.12B Q4 2025 1/9/2026 932
1342 HHLR ADVISORS, LTD. $3.1B Q4 2025 2/17/2026 33
1343 PineBridge Investments, L.P. $3.1B Q1 2014 5/14/2014 1,085
1344 Savvy Advisors, Inc. $3.1B Q4 2025 1/20/2026 1,033
1345 Gallagher Fiduciary Advisors, LLC $3.09B Q4 2025 2/17/2026 325
1346 BRAUN STACEY ASSOCIATES INC $3.09B Q4 2025 1/20/2026 113
1347 Krane Funds Advisors LLC $3.08B Q4 2025 2/11/2026 159
1348 TIMUCUAN ASSET MANAGEMENT INC/FL $3.08B Q4 2025 2/13/2026 28
1349 Gulf International Bank (UK) Ltd $3.08B Q4 2025 2/10/2026 591
1350 Bragg Financial Advisors, Inc $3.07B Q4 2025 2/13/2026 347
1351 Fore Research & Management, LP $3.07B Q1 2014 5/15/2014 90
1352 SteelPeak Wealth, LLC $3.07B Q4 2025 1/20/2026 534
1353 Venture Visionary Partners LLC $3.07B Q4 2025 2/13/2026 656
1354 MUFG Americas Holdings Corp $3.07B Q2 2014 8/5/2014 1,173
1355 Members Trust Co $3.07B Q4 2025 1/15/2026 148
1356 LEVEL FOUR ADVISORY SERVICES, LLC $3.06B Q4 2025 2/13/2026 842
1357 Defiance ETFs, LLC $3.06B Q4 2025 2/17/2026 119
1358 FLOW TRADERS U.S. LLC $3.05B Q4 2025 2/13/2026 889
1359 DeepCurrents Investment Group LLC $3.05B Q4 2025 2/13/2026 146
1360 Amici Capital, LLC $3.05B Q1 2014 5/15/2014 127
1361 Retirement Planning Group, LLC $3.04B Q4 2025 2/3/2026 421
1362 HARBINGER HOLDINGS, LLC $3.04B Q1 2014 5/15/2014 6
1363 Covea Finance $3.03B Q4 2025 1/7/2026 128
1364 Dixon Mitchell Investment Counsel Inc. $3.03B Q4 2025 2/13/2026 145
1365 Pallas Capital Advisors LLC $3.03B Q4 2025 1/14/2026 882
1366 Joel Isaacson & Co., LLC $3.03B Q4 2025 1/30/2026 460
1367 Maple Rock Capital Partners Inc. $3.03B Q4 2025 2/17/2026 38
1368 Nantahala Capital Management, LLC $3.02B Q4 2025 2/13/2026 153
1369 STELLIAM INVESTMENT MANAGEMENT, LP $3.02B Q1 2014 5/14/2014 55
1370 Fund Evaluation Group, LLC $3.02B Q4 2025 2/11/2026 62
1371 TCG Crossover Management, LLC $3.02B Q4 2025 2/17/2026 43
1372 Kiker Wealth Management, LLC $3.01B Q4 2025 1/30/2026 12
1373 COOPERMAN LEON G $3.01B Q4 2025 2/17/2026 40
1374 CLIFFORD SWAN INVESTMENT COUNSEL LLC $3.01B Q4 2025 2/11/2026 323
1375 Psagot Value Holdings Ltd. $3.01B Q2 2014 8/6/2014 402
1376 FPR PARTNERS LLC $3.01B Q1 2014 5/14/2014 15
1377 ADAMS DIVERSIFIED EQUITY FUND, INC. $3.01B Q4 2025 2/13/2026 89
1378 Quantbot Technologies LP $3.01B Q4 2025 2/10/2026 1,654
1379 Cartenna Capital, LP $3.01B Q4 2025 2/17/2026 48
1380 Larson Financial Group LLC $3.01B Q4 2025 2/6/2026 3,453
1381 Cable Car Capital, LP $3.01B Q4 2025 2/17/2026 115
1382 Cornerstone Advisors, LLC $3B Q4 2025 2/13/2026 158
1383 CRITERION CAPITAL MANAGEMENT LLC $3B Q1 2014 5/15/2014 69
1384 FIRST NATIONAL TRUST CO $3B Q4 2025 2/9/2026 403
1385 Giverny Capital Inc. $3B Q4 2025 2/13/2026 50
1386 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO $2.99B Q4 2025 2/5/2026 105
1387 CONNING INC. $2.99B Q4 2025 2/5/2026 345
1388 Spire Wealth Management $2.99B Q4 2025 1/14/2026 2,455
1389 GLG LLC $2.98B Q1 2014 5/15/2014 637
1390 GREENOAKS CAPITAL PARTNERS LLC $2.98B Q4 2025 2/17/2026 10
1391 BVF INC/IL $2.97B Q4 2025 2/17/2026 41
1392 Waratah Capital Advisors Ltd. $2.97B Q4 2025 2/9/2026 151
1393 Nokota Management, LP $2.97B Q1 2014 5/14/2014 84
1394 SPROTT INC. $2.96B Q4 2025 2/12/2026 221
1395 Silvant Capital Management LLC $2.96B Q4 2025 2/13/2026 311
1396 WASHINGTON TRUST Co $2.96B Q1 2026 4/6/2026 281
1397 SageView Advisory Group, LLC $2.96B Q4 2025 2/17/2026 2,610
1398 BLS CAPITAL FONDSMAEGLERSELSKAB A/S $2.95B Q4 2025 2/17/2026 12
1399 Hosking Partners LLP $2.94B Q4 2025 2/4/2026 114
1400 Vestal Point Capital, LP $2.94B Q4 2025 2/17/2026 76