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 TCG Crossover Management, LLC $4.16B Q2 2026 8/14/2026 54
1202 FARMERS & MERCHANTS INVESTMENTS INC $4.16B Q3 2026 10/22/2026 1,767
1203 MITSUI SUMITOMO INSURANCE CO LTD $4.15B Q2 2026 8/13/2026 1
1204 Robertson Stephens Wealth Management, LLC $4.14B Q3 2026 10/16/2026 639
1205 JMG Financial Group, Ltd. $4.14B Q2 2026 7/31/2026 137
1206 JENSEN INVESTMENT MANAGEMENT INC $4.13B Q2 2026 8/7/2026 83
1207 GUARDIAN CAPITAL LP $4.11B Q2 2026 8/14/2026 174
1208 DRW Securities, LLC $4.11B Q2 2026 8/14/2026 928
1209 HIGHBRIDGE CAPITAL MANAGEMENT LLC $4.11B Q2 2026 8/14/2026 433
1210 REINHART PARTNERS, LLC. $4.11B Q3 2026 10/9/2026 72
1211 BOWEN HANES & CO INC $4.11B Q2 2026 8/13/2026 151
1212 IRONBRIDGE CAPITAL MANAGEMENT LP $4.09B Q2 2014 7/11/2014 197
1213 Tower Research Capital LLC (TRC) $4.08B Q2 2026 8/11/2026 5,180
1214 ASPIRIANT, LLC $4.08B Q3 2026 10/16/2026 422
1215 Advisory Alpha, LLC $4.08B Q2 2026 8/11/2026 571
1216 SteelPeak Wealth, LLC $4.07B Q3 2026 10/16/2026 702
1217 GLAZER CAPITAL, LLC $4.07B Q2 2026 8/14/2026 562
1218 PGGM Investments $4.06B Q2 2026 8/12/2026 59
1219 Vestcor Inc $4.05B Q2 2026 8/11/2026 1,189
1220 Hamlin Capital Management, LLC $4.04B Q3 2026 10/8/2026 28
1221 PAR CAPITAL MANAGEMENT INC $4.03B Q2 2026 8/14/2026 48
1222 JOURNEY STRATEGIC WEALTH LLC $4.03B Q1 2026 4/15/2026 821
1223 Kentucky Retirement Systems $4.03B Q2 2026 8/14/2026 505
1224 Performance Wealth Partners, LLC $4.03B Q2 2026 8/7/2026 235
1225 K5 Global Advisor LLC $4.02B Q3 2026 10/20/2026 3
1226 HOMESTEAD ADVISERS CORP $4.02B Q2 2026 8/13/2026 124
1227 Florida Trust Wealth Management Co $4.02B Q2 2026 7/27/2026 461
1228 SALEM INVESTMENT COUNSELORS INC $4.01B Q3 2026 10/13/2026 412
1229 Retirement Planning Group, LLC $4.01B Q3 2026 10/19/2026 532
1230 SigFig Wealth Management, LLC $4B Q3 2026 10/7/2026 150
1231 Tradewinds Global Investors, LLC $4B Q1 2014 5/14/2014 97
1232 CapitalatWork S.A. $3.99B Q2 2026 7/29/2026 93
1233 NEW MEXICO EDUCATIONAL RETIREMENT BOARD $3.98B Q2 2026 7/29/2026 908
1234 Mizuho Securities Co. Ltd. $3.98B Q3 2026 11/3/2026 19
1235 U.S. Capital Wealth Advisors, LLC $3.98B Q1 2026 4/7/2026 1,008
1236 POTOMAC FUND MANAGEMENT INC /ADV $3.97B Q2 2026 8/13/2026 109
1237 Avantax Planning Partners, Inc. $3.96B Q3 2026 11/3/2026 445
1238 C WorldWide Group Holding A/S $3.96B Q3 2026 11/4/2026 96
1239 WEDBUSH SECURITIES INC $3.95B Q3 2026 10/22/2026 1,308
1240 Davis Asset Management, L.P. $3.95B Q2 2026 8/12/2026 85
1241 ARGA Investment Management, LP $3.94B Q3 2026 10/30/2026 126
1242 Arbejdsmarkedets Tillaegspension $3.93B Q3 2026 10/30/2026 164
1243 Gerber Kawasaki Wealth & Investment Management $3.93B Q3 2026 10/29/2026 403
1244 CI Global Investments Inc. $3.92B Q2 2014 8/1/2014 191
1245 Long Focus Capital Management, LLC $3.91B Q2 2026 8/14/2026 87
1246 BVF INC/IL $3.91B Q2 2026 8/14/2026 44
1247 DME Capital Management, LP $3.91B Q2 2026 8/14/2026 46
1248 LINCOLN NATIONAL CORP $3.91B Q2 2026 8/7/2026 20
1249 GTCR LLC $3.91B Q2 2026 8/13/2026 5
1250 Anther Capital Ltd $3.91B Q2 2026 8/13/2026 21
1251 Founders Fund Growth II Management, LP $3.9B Q2 2026 8/14/2026 1
1252 Saba Capital Management, L.P. $3.9B Q2 2026 8/14/2026 400
1253 MASTERS CAPITAL MANAGEMENT LLC $3.9B Q2 2026 8/14/2026 80
1254 Champlain Investment Partners, LLC $3.89B Q2 2026 8/12/2026 129
1255 BANK OF KOREA $3.89B Q2 2026 8/11/2026 4
1256 SummitTX Capital, L.P. $3.89B Q2 2026 8/14/2026 762
1257 Sigma Planning Corp $3.88B Q3 2026 10/23/2026 1,325
1258 Interval Partners, LP $3.88B Q2 2026 8/14/2026 298
1259 J. Goldman & Co LP $3.87B Q2 2026 8/14/2026 684
1260 Freestone Capital Holdings, LLC $3.86B Q2 2026 7/31/2026 626
1261 NZS Capital, LLC $3.86B Q2 2026 8/14/2026 61
1262 ASCEND CAPITAL, LLC $3.85B Q1 2014 5/14/2014 180
1263 Dana Investment Advisors, Inc. $3.84B Q2 2026 8/13/2026 572
1264 Compound Planning, Inc. $3.84B Q2 2026 8/4/2026 1,260
1265 MARSICO CAPITAL MANAGEMENT LLC $3.83B Q2 2026 8/13/2026 69
1266 Venture Visionary Partners LLC $3.82B Q3 2026 10/7/2026 737
1267 Channing Capital Management, LLC $3.82B Q3 2026 11/2/2026 108
1268 Thrive Capital Management, LLC $3.81B Q2 2026 8/14/2026 5
1269 Larson Financial Group LLC $3.81B Q2 2026 8/14/2026 3,772
1270 XN LP $3.8B Q2 2026 8/14/2026 27
1271 GLG INC. $3.8B Q4 2013 2/14/2014 663
1272 Michael & Susan Dell Foundation $3.79B Q2 2026 8/14/2026 7
1273 MassMutual Private Wealth & Trust, FSB $3.79B Q3 2026 10/5/2026 2,398
1274 Avior Wealth Management, LLC $3.79B Q3 2026 10/13/2026 786
1275 Fifth Third Wealth Advisors LLC $3.78B Q3 2026 10/22/2026 1,068
1276 CHICAGO EQUITY PARTNERS LLC $3.78B Q2 2014 8/1/2014 441
1277 Addenda Capital Inc. $3.78B Q3 2026 10/13/2026 131
1278 AMAZON COM INC $3.77B Q3 2026 11/3/2026 6
1279 Darwin Global Management, Ltd. $3.76B Q2 2026 8/14/2026 5
1280 Bain Capital Public Equity Management, LLC $3.76B Q1 2014 5/9/2014 50
1281 Ameritas Investment Partners, Inc. $3.75B Q2 2026 8/13/2026 3,189
1282 AMERICAN SECURITIES LLC $3.75B Q2 2026 8/26/2026 2
1283 CHECK CAPITAL MANAGEMENT INC/CA $3.75B Q2 2026 8/5/2026 17
1284 Bragg Financial Advisors, Inc $3.74B Q2 2026 8/12/2026 363
1285 CAPITAL GROWTH MANAGEMENT LP $3.73B Q1 2014 5/14/2014 66
1286 Foxhaven Asset Management, LP $3.73B Q2 2026 8/14/2026 16
1287 Navera Investment Management Ltd. $3.73B Q2 2026 8/11/2026 56
1288 Systematic Alpha Investments, LLC $3.72B Q2 2026 8/13/2026 233
1289 BECKER CAPITAL MANAGEMENT INC $3.72B Q2 2026 7/31/2026 303
1290 MILLER HOWARD INVESTMENTS INC /NY $3.72B Q3 2026 10/26/2026 159
1291 OSIRIS HOLDINGS INC. $3.72B Q2 2026 8/14/2026 1
1292 LOMBARDIA CAPITAL PARTNERS LLC $3.71B Q2 2014 7/24/2014 215
1293 MUFG SECURITIES (CANADA), LTD. $3.71B Q2 2026 8/12/2026 43
1294 CASTLEARK MANAGEMENT LLC $3.71B Q2 2026 8/14/2026 309
1295 Fund Evaluation Group, LLC $3.7B Q2 2026 8/7/2026 80
1296 Himalaya Capital Management LLC $3.7B Q2 2026 8/14/2026 8
1297 Cevian Capital II GP LTD $3.7B Q2 2026 8/14/2026 3
1298 QUADRANT CAPITAL GROUP LLC $3.7B Q3 2026 10/20/2026 1,226
1299 CX Institutional $3.69B Q3 2026 10/2/2026 1,668
1300 BIP Wealth, LLC $3.69B Q3 2026 10/22/2026 560
1301 PARK NATIONAL CORP /OH/ $3.69B Q3 2026 10/5/2026 314
1302 BNP PARIBAS $3.69B Q2 2026 8/13/2026 329
1303 Foster Group, Inc. $3.68B Q3 2026 10/13/2026 316
1304 JFB Holdings Corp $3.68B Q2 2014 7/28/2014 44
1305 Evelyn Partners Investment Management LLP $3.68B Q1 2026 5/15/2026 410
1306 Tetrem Capital Management Ltd. $3.68B Q1 2014 5/7/2014 82
1307 PARADIGM CAPITAL MANAGEMENT INC/NY $3.67B Q2 2026 8/13/2026 115
1308 INGALLS & SNYDER LLC $3.66B Q2 2026 8/14/2026 478
1309 Krilogy Financial LLC $3.66B Q3 2026 10/13/2026 1,083
1310 Lighthouse Investment Partners, LLC $3.66B Q2 2026 8/14/2026 703
1311 Hyperion Asset Management Ltd $3.66B Q3 2026 10/20/2026 20
1312 BURNEY CO/ $3.66B Q3 2026 10/15/2026 609
1313 MASECO LLP $3.65B Q3 2026 10/27/2026 673
1314 Salient Capital Advisors, LLC $3.65B Q1 2014 5/13/2014 224
1315 Moran Wealth Management, LLC $3.64B Q3 2026 10/22/2026 500
1316 Voyager Global Management LP $3.63B Q2 2026 8/14/2026 8
1317 PRIVATE MANAGEMENT GROUP INC $3.63B Q3 2026 11/4/2026 316
1318 Metropolis Capital Ltd $3.63B Q3 2026 10/20/2026 16
1319 HOPLITE CAPITAL MANAGEMENT, L.P. $3.62B Q1 2014 5/15/2014 35
1320 Passport Capital, LLC $3.62B Q1 2014 5/15/2014 199
1321 One Capital Management, LLC $3.6B Q2 2026 8/13/2026 523
1322 Avidian Wealth Enterprises, LLC $3.59B Q3 2026 10/8/2026 753
1323 Yarbrough Capital, LLC $3.58B Q3 2026 10/19/2026 81
1324 TD AMERITRADE INVESTMENT MANAGEMENT, LLC $3.58B Q1 2014 5/14/2014 122
1325 RIVERBRIDGE PARTNERS LLC $3.58B Q2 2026 7/13/2026 198
1326 Matson Money. Inc. $3.57B Q3 2026 10/23/2026 9
1327 PERRY CAPITAL $3.57B Q1 2014 5/14/2014 20
1328 MIRAE ASSET SECURITIES (USA) INC. $3.57B Q3 2026 10/15/2026 108
1329 ANCHOR CAPITAL ADVISORS LLC $3.56B Q2 2026 9/3/2026 245
1330 MUFG Bank, Ltd. $3.55B Q2 2026 8/6/2026 7
1331 Compass Rose Asset Management, LP $3.55B Q2 2026 8/12/2026 25
1332 Ceredex Value Advisors LLC $3.55B Q2 2026 8/11/2026 168
1333 FIRST NATIONAL BANK OF OMAHA $3.55B Q2 2026 8/7/2026 505
1334 COOPERMAN LEON G $3.55B Q2 2026 8/14/2026 39
1335 HARTFORD INVESTMENT MANAGEMENT CO $3.54B Q3 2026 11/4/2026 498
1336 LEVEL FOUR ADVISORY SERVICES, LLC $3.54B Q2 2026 8/10/2026 935
1337 SYNOVUS FINANCIAL CORP $3.53B Q2 2014 8/1/2014 929
1338 HERITAGE INVESTORS MANAGEMENT CORP $3.52B Q3 2026 10/29/2026 253
1339 Dynamic Advisor Solutions LLC $3.52B Q3 2026 10/13/2026 1,029
1340 CloudAlpha Capital Management Limited/Hong Kong $3.51B Q2 2026 8/10/2026 36
1341 Calamos Wealth Management LLC $3.51B Q3 2026 11/2/2026 484
1342 Cohen Klingenstein LLC $3.51B Q3 2026 10/15/2026 206
1343 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. $3.5B Q3 2026 10/22/2026 442
1344 SAX WEALTH ADVISORS, LLC $3.5B Q3 2026 10/13/2026 750
1345 DONALDSON CAPITAL MANAGEMENT, LLC $3.5B Q2 2026 8/5/2026 311
1346 Confluence Wealth Services, Inc. $3.5B Q2 2026 7/22/2026 476
1347 MEYER HANDELMAN CO $3.49B Q3 2026 10/28/2026 275
1348 F-Squared Investment Management, LLC $3.49B Q1 2014 5/16/2014 33
1349 STOCK YARDS BANK & TRUST CO $3.49B Q2 2026 8/19/2026 397
1350 PROFUND ADVISORS LLC $3.48B Q3 2026 10/28/2026 1,099
1351 TREMBLANT CAPITAL GROUP $3.48B Q2 2026 8/14/2026 58
1352 BRAUN STACEY ASSOCIATES INC $3.48B Q3 2026 10/19/2026 114
1353 CoreCap Advisors, LLC $3.48B Q3 2026 10/8/2026 3,146
1354 Karpus Management, Inc. $3.48B Q2 2026 8/14/2026 233
1355 Y.D. More Investments Ltd $3.47B Q3 2026 11/2/2026 527
1356 ICONIQ Capital, LLC $3.47B Q2 2026 8/13/2026 76
1357 TORNO CAPITAL, LLC $3.47B Q2 2026 8/14/2026 74
1358 Argent Trust Co $3.46B Q2 2026 8/6/2026 769
1359 Joel Isaacson & Co., LLC $3.45B Q2 2026 8/4/2026 482
1360 Richard Bernstein Advisors LLC $3.45B Q1 2026 4/22/2026 227
1361 Hamilton Capital Partners Inc. $3.45B Q2 2026 8/14/2026 214
1362 Fisher Funds Management LTD $3.44B Q3 2026 10/13/2026 170
1363 Silvant Capital Management LLC $3.44B Q2 2026 8/11/2026 385
1364 CAMDEN ASSET MANAGEMENT L P /CA $3.43B Q2 2026 8/12/2026 73
1365 HL FINANCIAL SERVICES LLC $3.43B Q2 2014 8/1/2014 667
1366 Simplicity Wealth,LLC $3.43B Q3 2026 10/23/2026 1,074
1367 LADENBURG THALMANN FINANCIAL SERVICES INC. $3.43B Q1 2014 5/15/2014 3,884
1368 Zhang Financial LLC $3.42B Q2 2026 7/30/2026 392
1369 Hennion & Walsh Asset Management, Inc. $3.42B Q3 2026 10/13/2026 969
1370 TrinityBridge Ltd $3.42B Q3 2026 10/30/2026 263
1371 Senvest Management, LLC $3.41B Q2 2026 8/13/2026 55
1372 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC $3.4B Q2 2026 8/14/2026 11
1373 Narodna banka Slovenska $3.39B Q3 2026 10/26/2026 3
1374 CWA Asset Management Group, LLC $3.39B Q3 2026 10/19/2026 746
1375 Electrum Group LLC $3.39B Q2 2026 8/10/2026 10
1376 Swan Global Investments, LLC $3.39B Q2 2026 8/11/2026 104
1377 MKP Capital Management, L.L.C. $3.38B Q3 2026 11/4/2026 23
1378 BIT Capital GmbH $3.38B Q2 2026 8/12/2026 97
1379 Militia Capital Management LLC $3.37B Q2 2026 8/12/2026 278
1380 TOKIO MARINE ASSET MANAGEMENT CO LTD $3.37B Q3 2026 10/26/2026 503
1381 Edgestream Partners, L.P. $3.37B Q2 2026 8/11/2026 936
1382 KCM INVESTMENT ADVISORS LLC $3.36B Q3 2026 10/27/2026 411
1383 Elm Partners Management LLC $3.36B Q2 2026 10/7/2026 160
1384 Elequin Capital, LP $3.36B Q2 2026 8/13/2026 693
1385 RPOA Advisors, Inc. $3.35B Q3 2026 10/19/2026 8
1386 Helikon Investments Ltd $3.35B Q2 2026 8/11/2026 18
1387 Ascent Group, LLC $3.34B Q3 2026 10/30/2026 808
1388 NEEDHAM INVESTMENT MANAGEMENT LLC $3.33B Q2 2026 8/13/2026 176
1389 Sand Hill Global Advisors, LLC $3.32B Q2 2026 8/11/2026 214
1390 QS Investors, LLC $3.32B Q1 2014 4/30/2014 589
1391 Conestoga Capital Advisors, LLC $3.31B Q3 2026 11/2/2026 110
1392 INTACT INVESTMENT MANAGEMENT INC. $3.31B Q3 2026 11/3/2026 208
1393 BCV Asset Management Inc. $3.31B Q2 2026 8/10/2026 116
1394 Douglas C. Lane & Associates, Inc. $3.31B Q2 2014 7/11/2014 224
1395 OAKBROOK INVESTMENTS LLC $3.31B Q2 2014 7/17/2014 598
1396 Main Management ETF Advisors, LLC $3.3B Q2 2026 8/14/2026 103
1397 Focus Financial Network, Inc. $3.3B Q3 2026 10/14/2026 772
1398 DeepCurrents Investment Group LLC $3.3B Q2 2026 8/14/2026 143
1399 ADAMS DIVERSIFIED EQUITY FUND, INC. $3.3B Q3 2026 10/21/2026 100
1400 ATLAS Infrastructure Partners (UK) Ltd. $3.3B Q2 2026 8/14/2026 11