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 Uber Technologies, Inc $3.6B Q1 2026 5/8/2026 7
1202 Sigma Planning Corp $3.6B Q1 2026 5/4/2026 1,309
1203 TD AMERITRADE INVESTMENT MANAGEMENT, LLC $3.58B Q1 2014 5/14/2014 122
1204 BNDES Participacoes S.A. $3.58B Q1 2026 5/12/2026 1
1205 Vestal Point Capital, LP $3.58B Q1 2026 5/15/2026 90
1206 PERRY CAPITAL $3.57B Q1 2014 5/14/2014 20
1207 WCG Wealth Advisors LLC $3.57B Q1 2026 5/12/2026 519
1208 Florida Trust Wealth Management Co $3.57B Q1 2026 5/14/2026 436
1209 Robertson Stephens Wealth Management, LLC $3.57B Q1 2026 4/28/2026 615
1210 Addenda Capital Inc. $3.55B Q1 2026 4/15/2026 129
1211 Arax Advisory Partners $3.54B Q1 2026 5/13/2026 3,766
1212 SYNOVUS FINANCIAL CORP $3.53B Q2 2014 8/1/2014 929
1213 Avior Wealth Management, LLC $3.53B Q1 2026 4/9/2026 825
1214 Texas Yale Capital Corp. $3.52B Q1 2026 5/4/2026 500
1215 Plancorp, LLC $3.52B Q1 2026 4/14/2026 378
1216 TCTC Holdings, LLC $3.51B Q1 2026 5/7/2026 220
1217 ANCHOR CAPITAL ADVISORS LLC $3.51B Q1 2026 5/12/2026 251
1218 ASPIRIANT, LLC $3.51B Q1 2026 5/12/2026 338
1219 BDT CAPITAL PARTNERS, LLC $3.51B Q1 2026 5/15/2026 3
1220 INTACT INVESTMENT MANAGEMENT INC. $3.51B Q1 2026 5/8/2026 269
1221 TCG Crossover Management, LLC $3.5B Q1 2026 5/15/2026 49
1222 F-Squared Investment Management, LLC $3.49B Q1 2014 5/16/2014 33
1223 Dai-ichi Life Insurance Company, Ltd $3.49B Q1 2026 5/14/2026 464
1224 Kedalion Capital Management LLP $3.48B Q1 2026 4/27/2026 3
1225 Aquatic Capital Management LLC $3.48B Q1 2026 5/15/2026 1,302
1226 REINHART PARTNERS, LLC. $3.48B Q1 2026 4/13/2026 70
1227 ZEVENBERGEN CAPITAL INVESTMENTS LLC $3.48B Q1 2026 4/9/2026 110
1228 MUFG SECURITIES (CANADA), LTD. $3.48B Q1 2026 5/11/2026 43
1229 PRIVATE MANAGEMENT GROUP INC $3.47B Q1 2026 5/8/2026 310
1230 ONTARIO TEACHERS PENSION PLAN BOARD $3.46B Q1 2026 5/11/2026 162
1231 Davis Asset Management, L.P. $3.46B Q1 2026 5/15/2026 85
1232 LINCOLN NATIONAL CORP $3.45B Q1 2026 5/4/2026 19
1233 PAR CAPITAL MANAGEMENT INC $3.45B Q1 2026 5/15/2026 48
1234 Richard Bernstein Advisors LLC $3.45B Q1 2026 4/22/2026 227
1235 Performance Wealth Partners, LLC $3.45B Q1 2026 4/10/2026 212
1236 J. Goldman & Co LP $3.44B Q1 2026 5/15/2026 642
1237 Caledonia (Private) Investments Pty Ltd $3.44B Q1 2026 5/15/2026 16
1238 SPROTT INC. $3.44B Q1 2026 5/8/2026 243
1239 CHECK CAPITAL MANAGEMENT INC/CA $3.44B Q1 2026 5/4/2026 50
1240 HL FINANCIAL SERVICES LLC $3.43B Q2 2014 8/1/2014 667
1241 WEDBUSH SECURITIES INC $3.43B Q1 2026 4/21/2026 1,237
1242 LADENBURG THALMANN FINANCIAL SERVICES INC. $3.43B Q1 2014 5/15/2014 3,884
1243 Fisher Funds Management LTD $3.41B Q1 2026 4/16/2026 169
1244 SigFig Wealth Management, LLC $3.41B Q1 2026 4/14/2026 139
1245 SALEM INVESTMENT COUNSELORS INC $3.41B Q1 2026 4/29/2026 1,238
1246 MARSICO CAPITAL MANAGEMENT LLC $3.4B Q1 2026 5/13/2026 65
1247 BECKER CAPITAL MANAGEMENT INC $3.4B Q1 2026 5/11/2026 298
1248 Bollard Group LLC $3.39B Q1 2026 5/14/2026 305
1249 OBERWEIS ASSET MANAGEMENT INC/ $3.39B Q1 2026 5/15/2026 180
1250 Duquesne Family Office LLC $3.38B Q1 2026 5/15/2026 70
1251 Valley Forge Capital Management, LP $3.38B Q1 2026 5/15/2026 7
1252 E Fund Management Co., Ltd. $3.37B Q1 2026 4/13/2026 489
1253 Foster Group, Inc. $3.36B Q1 2026 4/13/2026 284
1254 Dana Investment Advisors, Inc. $3.35B Q1 2026 5/14/2026 556
1255 59 North Capital Management, LP $3.35B Q1 2026 5/15/2026 17
1256 Troy Asset Management Ltd $3.35B Q1 2026 5/11/2026 30
1257 QUADRANT CAPITAL GROUP LLC $3.34B Q1 2026 5/13/2026 2,707
1258 BLI - Banque de Luxembourg Investments $3.34B Q1 2026 5/15/2026 175
1259 Encompass Capital Advisors LLC $3.34B Q1 2026 5/15/2026 61
1260 Carrhae Capital LLP $3.34B Q1 2026 5/13/2026 29
1261 Hancock Prospecting Pty Ltd $3.33B Q1 2026 5/15/2026 36
1262 QS Investors, LLC $3.32B Q1 2014 4/30/2014 589
1263 Douglas C. Lane & Associates, Inc. $3.31B Q2 2014 7/11/2014 224
1264 OAKBROOK INVESTMENTS LLC $3.31B Q2 2014 7/17/2014 598
1265 Analyst IMS Investment Management Services Ltd. $3.3B Q1 2026 4/23/2026 144
1266 SCGE MANAGEMENT, L.P. $3.3B Q1 2026 5/15/2026 21
1267 Freestone Capital Holdings, LLC $3.3B Q1 2026 5/13/2026 571
1268 HERITAGE INVESTORS MANAGEMENT CORP $3.29B Q1 2026 4/24/2026 249
1269 DENVER INVESTMENT ADVISORS LLC $3.29B Q2 2014 8/8/2014 612
1270 Prana Capital Management, LP $3.29B Q1 2026 5/15/2026 131
1271 World Asset Management Inc $3.28B Q2 2014 7/28/2014 1,546
1272 PARK NATIONAL CORP /OH/ $3.28B Q1 2026 4/16/2026 382
1273 EverSource Wealth Advisors, LLC $3.28B Q1 2026 5/15/2026 4,386
1274 CX Institutional $3.28B Q1 2026 4/6/2026 1,547
1275 SteelPeak Wealth, LLC $3.27B Q1 2026 5/5/2026 575
1276 BAIN CAPITAL INVESTORS LLC $3.27B Q1 2026 5/15/2026 7
1277 Moran Wealth Management, LLC $3.27B Q1 2026 4/27/2026 474
1278 Cannell & Co. $3.26B Q2 2014 8/8/2014 268
1279 Matson Money. Inc. $3.26B Q1 2026 4/27/2026 9
1280 Compound Planning, Inc. $3.26B Q1 2026 5/14/2026 1,209
1281 VALINOR MANAGEMENT, L.P. $3.26B Q1 2014 5/15/2014 48
1282 Fund Evaluation Group, LLC $3.25B Q1 2026 5/8/2026 73
1283 Ameritas Investment Partners, Inc. $3.25B Q1 2026 5/13/2026 3,130
1284 NEW MEXICO EDUCATIONAL RETIREMENT BOARD $3.25B Q1 2026 5/4/2026 907
1285 Apex Capital Management $3.25B Q2 2014 7/15/2014 264
1286 SCHARF INVESTMENTS, LLC $3.24B Q1 2026 4/13/2026 70
1287 FIRST NATIONAL BANK OF OMAHA $3.24B Q1 2026 5/11/2026 497
1288 Retirement Planning Group, LLC $3.23B Q1 2026 5/4/2026 481
1289 EXENCIAL WEALTH ADVISORS, LLC $3.22B Q1 2026 4/27/2026 563
1290 MEYER HANDELMAN CO $3.22B Q1 2026 4/20/2026 220
1291 STOCK YARDS BANK & TRUST CO $3.21B Q1 2026 4/24/2026 396
1292 NorthCrest Asset Manangement, LLC $3.21B Q1 2026 4/8/2026 766
1293 Karpus Management, Inc. $3.21B Q1 2026 5/14/2026 231
1294 FineMark National Bank & Trust $3.2B Q4 2025 2/12/2026 452
1295 Yaupon Capital Management LP $3.2B Q1 2026 5/15/2026 98
1296 SummitTX Capital, L.P. $3.2B Q1 2026 5/15/2026 744
1297 Himalaya Capital Management LLC $3.2B Q1 2026 5/15/2026 14
1298 Brooklyn Investment Group $3.2B Q1 2026 4/29/2026 1,827
1299 BURNEY CO/ $3.2B Q1 2026 4/29/2026 578
1300 DME Capital Management, LP $3.19B Q1 2026 5/15/2026 45
1301 MASECO LLP $3.19B Q1 2026 4/21/2026 391
1302 DELTA LLOYD NV $3.19B Q2 2014 8/5/2014 636
1303 Foxhaven Asset Management, LP $3.19B Q1 2026 5/15/2026 14
1304 DAYMARK WEALTH PARTNERS, LLC $3.18B Q1 2026 5/11/2026 739
1305 Ceredex Value Advisors LLC $3.18B Q1 2026 5/14/2026 163
1306 Dynamic Advisor Solutions LLC $3.17B Q1 2026 4/8/2026 963
1307 HERMES INVESTMENT MANAGEMENT LTD $3.17B Q1 2014 5/13/2014 248
1308 Jetstream Capital LLC $3.17B Q1 2014 5/15/2014 23
1309 ARGENT CAPITAL MANAGEMENT LLC $3.17B Q1 2026 5/21/2026 158
1310 Bragg Financial Advisors, Inc $3.16B Q1 2026 5/15/2026 362
1311 FLOW TRADERS U.S. LLC $3.16B Q1 2026 5/15/2026 985
1312 Avidian Wealth Enterprises, LLC $3.16B Q1 2026 5/7/2026 676
1313 EMERALD ADVISERS, LLC $3.16B Q1 2026 5/4/2026 248
1314 HARTFORD INVESTMENT MANAGEMENT CO $3.16B Q1 2026 4/15/2026 495
1315 Dai-ichi Life Holdings, Inc. $3.15B Q1 2014 5/14/2014 655
1316 Charles Schwab Investment Advisory, Inc. $3.15B Q2 2014 7/25/2014 32
1317 BNP PARIBAS $3.15B Q1 2026 5/12/2026 333
1318 Gerber Kawasaki Wealth & Investment Management $3.14B Q1 2026 5/6/2026 350
1319 Kames Capital Management Ltd $3.14B Q2 2014 7/17/2014 166
1320 BVF INC/IL $3.14B Q1 2026 5/15/2026 41
1321 Hyperion Asset Management Ltd $3.14B Q1 2026 5/14/2026 18
1322 Lindsell Train Ltd $3.14B Q1 2026 4/24/2026 27
1323 Larson Financial Group LLC $3.13B Q1 2026 5/15/2026 3,631
1324 CAPSTONE ASSET MANAGEMENT CO $3.13B Q2 2014 7/11/2014 1,659
1325 EULAV Asset Management $3.12B Q1 2026 5/7/2026 133
1326 DeepCurrents Investment Group LLC $3.12B Q1 2026 5/15/2026 142
1327 AXXCESS WEALTH MANAGEMENT, LLC $3.12B Q1 2026 4/29/2026 373
1328 CORNERSTONE CAPITAL MANAGEMENT LLC $3.12B Q2 2014 8/8/2014 47
1329 Brahman Capital Corp. $3.12B Q1 2014 5/15/2014 19
1330 Cevian Capital II GP LTD $3.12B Q1 2026 5/15/2026 3
1331 PAULSON & CO. INC. $3.11B Q1 2026 5/15/2026 9
1332 TREMBLANT CAPITAL GROUP $3.11B Q1 2026 5/15/2026 57
1333 Krilogy Financial LLC $3.11B Q1 2026 4/17/2026 981
1334 Wedmont Private Capital $3.1B Q1 2026 4/9/2026 838
1335 PineBridge Investments, L.P. $3.1B Q1 2014 5/14/2014 1,085
1336 Cohen Klingenstein LLC $3.09B Q1 2026 4/15/2026 205
1337 DONALDSON CAPITAL MANAGEMENT, LLC $3.09B Q1 2026 4/30/2026 235
1338 HIGHBRIDGE CAPITAL MANAGEMENT LLC $3.09B Q1 2026 5/15/2026 378
1339 Contour Asset Management LLC $3.08B Q1 2026 5/15/2026 27
1340 Van Berkom & Associates Inc. $3.08B Q1 2026 5/14/2026 72
1341 Focused Investors LLC $3.08B Q1 2026 4/16/2026 22
1342 Maple Rock Capital Partners Inc. $3.07B Q1 2026 5/15/2026 44
1343 Empyrean Capital Partners, LP $3.07B Q1 2026 5/15/2026 124
1344 Fore Research & Management, LP $3.07B Q1 2014 5/15/2014 90
1345 MUFG Americas Holdings Corp $3.07B Q2 2014 8/5/2014 1,173
1346 Amici Capital, LLC $3.05B Q1 2014 5/15/2014 127
1347 COOPERMAN LEON G $3.05B Q1 2026 5/15/2026 41
1348 SUSQUEHANNA ADVISORS GROUP, INC. $3.05B Q1 2026 5/15/2026 126
1349 Edgestream Partners, L.P. $3.05B Q1 2026 5/18/2026 859
1350 LEVEL FOUR ADVISORY SERVICES, LLC $3.05B Q1 2026 5/14/2026 866
1351 ARGA Investment Management, LP $3.05B Q1 2026 4/30/2026 109
1352 HARBINGER HOLDINGS, LLC $3.04B Q1 2014 5/15/2014 6
1353 MKP Capital Management, L.L.C. $3.04B Q1 2026 5/14/2026 19
1354 MUFG Bank, Ltd. $3.04B Q1 2026 5/11/2026 5
1355 MASTERS CAPITAL MANAGEMENT LLC $3.03B Q1 2026 5/15/2026 85
1356 STELLIAM INVESTMENT MANAGEMENT, LP $3.02B Q1 2014 5/14/2014 55
1357 CASTLEARK MANAGEMENT LLC $3.02B Q1 2026 5/15/2026 292
1358 Joel Isaacson & Co., LLC $3.02B Q1 2026 4/22/2026 455
1359 Comprehensive Financial Management LLC $3.01B Q1 2026 5/15/2026 38
1360 Senvest Management, LLC $3.01B Q1 2026 5/14/2026 50
1361 TRILLIUM ASSET MANAGEMENT, LLC $3.01B Q1 2026 5/11/2026 230
1362 KCM INVESTMENT ADVISORS LLC $3.01B Q1 2026 5/15/2026 393
1363 Constellation Investments, Inc. $3.01B Q1 2026 4/22/2026 19
1364 Psagot Value Holdings Ltd. $3.01B Q2 2014 8/6/2014 402
1365 FPR PARTNERS LLC $3.01B Q1 2014 5/14/2014 15
1366 Members Trust Co $3.01B Q1 2026 5/4/2026 154
1367 BW Gestao de Investimentos Ltda. $3.01B Q1 2026 4/28/2026 270
1368 CONNING INC. $3.01B Q1 2026 4/30/2026 311
1369 BRAUN STACEY ASSOCIATES INC $3.01B Q1 2026 4/22/2026 112
1370 Venture Visionary Partners LLC $3B Q1 2026 5/14/2026 662
1371 PALISADE CAPITAL MANAGEMENT, LP $3B Q1 2026 5/15/2026 303
1372 Dragoneer Investment Group, LLC $3B Q1 2026 5/15/2026 17
1373 Narodna banka Slovenska $3B Q1 2026 4/27/2026 3
1374 CRITERION CAPITAL MANAGEMENT LLC $3B Q1 2014 5/15/2014 69
1375 NZS Capital, LLC $3B Q1 2026 5/15/2026 58
1376 BRAIDWELL LP $3B Q1 2026 5/15/2026 88
1377 Swan Global Investments, LLC $3B Q1 2026 5/7/2026 77
1378 SurgoCap Partners LP $2.99B Q1 2026 5/14/2026 14
1379 PACIFIC HEIGHTS ASSET MANAGEMENT LLC $2.99B Q1 2026 5/8/2026 77
1380 SOUND SHORE MANAGEMENT INC /CT/ $2.98B Q1 2026 5/7/2026 40
1381 GLG LLC $2.98B Q1 2014 5/15/2014 637
1382 Sand Hill Global Advisors, LLC $2.97B Q1 2026 5/14/2026 204
1383 Hennion & Walsh Asset Management, Inc. $2.97B Q1 2026 5/13/2026 930
1384 Nokota Management, LP $2.97B Q1 2014 5/14/2014 84
1385 J.W. COLE ADVISORS, INC. $2.96B Q1 2026 4/23/2026 785
1386 Metropolis Capital Ltd $2.96B Q1 2026 4/22/2026 16
1387 WASHINGTON TRUST Co $2.96B Q1 2026 4/6/2026 281
1388 Fifth Third Wealth Advisors LLC $2.96B Q1 2026 4/17/2026 812
1389 SageView Advisory Group, LLC $2.96B Q4 2025 2/17/2026 2,610
1390 Munro Partners $2.95B Q1 2026 5/5/2026 59
1391 Argent Trust Co $2.95B Q1 2026 5/13/2026 708
1392 CWA Asset Management Group, LLC $2.95B Q1 2026 4/20/2026 678
1393 CAMDEN ASSET MANAGEMENT L P /CA $2.94B Q1 2026 5/14/2026 69
1394 Voyager Global Management LP $2.94B Q1 2026 5/15/2026 8
1395 CoreCap Advisors, LLC $2.94B Q1 2026 4/7/2026 2,937
1396 CLIFFORD SWAN INVESTMENT COUNSEL LLC $2.94B Q1 2026 5/6/2026 332
1397 BLS CAPITAL FONDSMAEGLERSELSKAB A/S $2.94B Q1 2026 5/1/2026 11
1398 FIRST NATIONAL TRUST CO $2.93B Q1 2026 5/7/2026 416
1399 STRALEM & CO INC $2.93B Q2 2014 7/16/2014 50
1400 Spire Wealth Management $2.93B Q1 2026 4/22/2026 2,409