Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 1201 | Wedmont Private Capital | $3.65B | Q2 2026 | 7/13/2026 | 952 |
| 1202 | Avantax Planning Partners, Inc. | $3.64B | Q1 2026 | 5/4/2026 | 435 |
| 1203 | JMG Financial Group, Ltd. | $3.63B | Q1 2026 | 5/7/2026 | 127 |
| 1204 | Vestcor Inc | $3.63B | Q1 2026 | 5/12/2026 | 1,192 |
| 1205 | Ghisallo Capital Management LLC | $3.63B | Q1 2026 | 5/15/2026 | 275 |
| 1206 | ADVENT CAPITAL MANAGEMENT /DE/ | $3.63B | Q1 2026 | 5/7/2026 | 215 |
| 1207 | HOPLITE CAPITAL MANAGEMENT, L.P. | $3.62B | Q1 2014 | 5/15/2014 | 35 |
| 1208 | Carrhae Capital LLP | $3.62B | Q2 2026 | 7/15/2026 | 29 |
| 1209 | Saba Capital Management, L.P. | $3.62B | Q1 2026 | 5/15/2026 | 390 |
| 1210 | Passport Capital, LLC | $3.62B | Q1 2014 | 5/15/2014 | 199 |
| 1211 | WESBANCO BANK INC | $3.61B | Q1 2026 | 4/21/2026 | 674 |
| 1212 | Catterton Management Company, L.L.C. | $3.61B | Q1 2026 | 4/8/2026 | 3 |
| 1213 | Siren, L.L.C. | $3.61B | Q1 2026 | 5/14/2026 | 100 |
| 1214 | Uber Technologies, Inc | $3.6B | Q1 2026 | 5/8/2026 | 7 |
| 1215 | Sigma Planning Corp | $3.6B | Q1 2026 | 5/4/2026 | 1,309 |
| 1216 | Matson Money. Inc. | $3.59B | Q2 2026 | 7/17/2026 | 9 |
| 1217 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | $3.58B | Q1 2014 | 5/14/2014 | 122 |
| 1218 | RIVERBRIDGE PARTNERS LLC | $3.58B | Q2 2026 | 7/13/2026 | 198 |
| 1219 | BNDES Participacoes S.A. | $3.58B | Q1 2026 | 5/12/2026 | 1 |
| 1220 | Vestal Point Capital, LP | $3.58B | Q1 2026 | 5/15/2026 | 90 |
| 1221 | Fifth Third Wealth Advisors LLC | $3.58B | Q2 2026 | 7/17/2026 | 992 |
| 1222 | PERRY CAPITAL | $3.57B | Q1 2014 | 5/14/2014 | 20 |
| 1223 | WCG Wealth Advisors LLC | $3.57B | Q1 2026 | 5/12/2026 | 519 |
| 1224 | Florida Trust Wealth Management Co | $3.57B | Q1 2026 | 5/14/2026 | 436 |
| 1225 | PARK NATIONAL CORP /OH/ | $3.57B | Q2 2026 | 7/15/2026 | 363 |
| 1226 | Robertson Stephens Wealth Management, LLC | $3.57B | Q1 2026 | 4/28/2026 | 615 |
| 1227 | Arax Advisory Partners | $3.54B | Q1 2026 | 5/13/2026 | 3,766 |
| 1228 | SYNOVUS FINANCIAL CORP | $3.53B | Q2 2014 | 8/1/2014 | 929 |
| 1229 | Dynamic Advisor Solutions LLC | $3.53B | Q2 2026 | 7/7/2026 | 1,045 |
| 1230 | Texas Yale Capital Corp. | $3.52B | Q1 2026 | 5/4/2026 | 500 |
| 1231 | INTACT INVESTMENT MANAGEMENT INC. | $3.52B | Q2 2026 | 7/20/2026 | 274 |
| 1232 | HARTFORD INVESTMENT MANAGEMENT CO | $3.52B | Q2 2026 | 7/15/2026 | 496 |
| 1233 | Fisher Funds Management LTD | $3.52B | Q2 2026 | 7/14/2026 | 174 |
| 1234 | TCTC Holdings, LLC | $3.51B | Q1 2026 | 5/7/2026 | 220 |
| 1235 | ANCHOR CAPITAL ADVISORS LLC | $3.51B | Q1 2026 | 5/12/2026 | 251 |
| 1236 | BDT CAPITAL PARTNERS, LLC | $3.51B | Q1 2026 | 5/15/2026 | 3 |
| 1237 | Hennion & Walsh Asset Management, Inc. | $3.5B | Q2 2026 | 7/8/2026 | 956 |
| 1238 | TCG Crossover Management, LLC | $3.5B | Q1 2026 | 5/15/2026 | 49 |
| 1239 | F-Squared Investment Management, LLC | $3.49B | Q1 2014 | 5/16/2014 | 33 |
| 1240 | Cohen Klingenstein LLC | $3.49B | Q2 2026 | 7/15/2026 | 207 |
| 1241 | Narodna banka Slovenska | $3.49B | Q2 2026 | 7/9/2026 | 3 |
| 1242 | Dai-ichi Life Insurance Company, Ltd | $3.49B | Q1 2026 | 5/14/2026 | 464 |
| 1243 | Kedalion Capital Management LLP | $3.48B | Q1 2026 | 4/27/2026 | 3 |
| 1244 | Aquatic Capital Management LLC | $3.48B | Q1 2026 | 5/15/2026 | 1,302 |
| 1245 | MUFG SECURITIES (CANADA), LTD. | $3.48B | Q1 2026 | 5/11/2026 | 43 |
| 1246 | PRIVATE MANAGEMENT GROUP INC | $3.47B | Q1 2026 | 5/8/2026 | 310 |
| 1247 | CX Institutional | $3.46B | Q2 2026 | 7/1/2026 | 1,568 |
| 1248 | ONTARIO TEACHERS PENSION PLAN BOARD | $3.46B | Q1 2026 | 5/11/2026 | 162 |
| 1249 | Davis Asset Management, L.P. | $3.46B | Q1 2026 | 5/15/2026 | 85 |
| 1250 | LINCOLN NATIONAL CORP | $3.45B | Q1 2026 | 5/4/2026 | 19 |
| 1251 | PAR CAPITAL MANAGEMENT INC | $3.45B | Q1 2026 | 5/15/2026 | 48 |
| 1252 | Richard Bernstein Advisors LLC | $3.45B | Q1 2026 | 4/22/2026 | 227 |
| 1253 | Performance Wealth Partners, LLC | $3.45B | Q1 2026 | 4/10/2026 | 212 |
| 1254 | J. Goldman & Co LP | $3.44B | Q1 2026 | 5/15/2026 | 642 |
| 1255 | Caledonia (Private) Investments Pty Ltd | $3.44B | Q1 2026 | 5/15/2026 | 16 |
| 1256 | SPROTT INC. | $3.44B | Q1 2026 | 5/8/2026 | 243 |
| 1257 | CHECK CAPITAL MANAGEMENT INC/CA | $3.44B | Q1 2026 | 5/4/2026 | 50 |
| 1258 | HL FINANCIAL SERVICES LLC | $3.43B | Q2 2014 | 8/1/2014 | 667 |
| 1259 | WEDBUSH SECURITIES INC | $3.43B | Q1 2026 | 4/21/2026 | 1,237 |
| 1260 | LADENBURG THALMANN FINANCIAL SERVICES INC. | $3.43B | Q1 2014 | 5/15/2014 | 3,884 |
| 1261 | MARSICO CAPITAL MANAGEMENT LLC | $3.4B | Q1 2026 | 5/13/2026 | 65 |
| 1262 | BECKER CAPITAL MANAGEMENT INC | $3.4B | Q1 2026 | 5/11/2026 | 298 |
| 1263 | Bollard Group LLC | $3.39B | Q1 2026 | 5/14/2026 | 305 |
| 1264 | CoreCap Advisors, LLC | $3.39B | Q2 2026 | 7/6/2026 | 3,174 |
| 1265 | OBERWEIS ASSET MANAGEMENT INC/ | $3.39B | Q1 2026 | 5/15/2026 | 180 |
| 1266 | Duquesne Family Office LLC | $3.38B | Q1 2026 | 5/15/2026 | 70 |
| 1267 | Valley Forge Capital Management, LP | $3.38B | Q1 2026 | 5/15/2026 | 7 |
| 1268 | E Fund Management Co., Ltd. | $3.37B | Q1 2026 | 4/13/2026 | 489 |
| 1269 | Dana Investment Advisors, Inc. | $3.35B | Q1 2026 | 5/14/2026 | 556 |
| 1270 | 59 North Capital Management, LP | $3.35B | Q1 2026 | 5/15/2026 | 17 |
| 1271 | Troy Asset Management Ltd | $3.35B | Q1 2026 | 5/11/2026 | 30 |
| 1272 | QUADRANT CAPITAL GROUP LLC | $3.34B | Q1 2026 | 5/13/2026 | 2,707 |
| 1273 | BLI - Banque de Luxembourg Investments | $3.34B | Q1 2026 | 5/15/2026 | 175 |
| 1274 | Encompass Capital Advisors LLC | $3.34B | Q1 2026 | 5/15/2026 | 61 |
| 1275 | Hancock Prospecting Pty Ltd | $3.33B | Q1 2026 | 5/15/2026 | 36 |
| 1276 | QS Investors, LLC | $3.32B | Q1 2014 | 4/30/2014 | 589 |
| 1277 | Spire Wealth Management | $3.31B | Q2 2026 | 7/15/2026 | 2,392 |
| 1278 | Douglas C. Lane & Associates, Inc. | $3.31B | Q2 2014 | 7/11/2014 | 224 |
| 1279 | OAKBROOK INVESTMENTS LLC | $3.31B | Q2 2014 | 7/17/2014 | 598 |
| 1280 | Analyst IMS Investment Management Services Ltd. | $3.3B | Q1 2026 | 4/23/2026 | 144 |
| 1281 | SCGE MANAGEMENT, L.P. | $3.3B | Q1 2026 | 5/15/2026 | 21 |
| 1282 | Freestone Capital Holdings, LLC | $3.3B | Q1 2026 | 5/13/2026 | 571 |
| 1283 | HERITAGE INVESTORS MANAGEMENT CORP | $3.29B | Q1 2026 | 4/24/2026 | 249 |
| 1284 | DENVER INVESTMENT ADVISORS LLC | $3.29B | Q2 2014 | 8/8/2014 | 612 |
| 1285 | Prana Capital Management, LP | $3.29B | Q1 2026 | 5/15/2026 | 131 |
| 1286 | World Asset Management Inc | $3.28B | Q2 2014 | 7/28/2014 | 1,546 |
| 1287 | EverSource Wealth Advisors, LLC | $3.28B | Q1 2026 | 5/15/2026 | 4,386 |
| 1288 | CWA Asset Management Group, LLC | $3.28B | Q2 2026 | 7/14/2026 | 720 |
| 1289 | FULTON BANK, N.A. | $3.27B | Q2 2026 | 7/9/2026 | 694 |
| 1290 | BAIN CAPITAL INVESTORS LLC | $3.27B | Q1 2026 | 5/15/2026 | 7 |
| 1291 | Moran Wealth Management, LLC | $3.27B | Q1 2026 | 4/27/2026 | 474 |
| 1292 | Cannell & Co. | $3.26B | Q2 2014 | 8/8/2014 | 268 |
| 1293 | Compound Planning, Inc. | $3.26B | Q1 2026 | 5/14/2026 | 1,209 |
| 1294 | VALINOR MANAGEMENT, L.P. | $3.26B | Q1 2014 | 5/15/2014 | 48 |
| 1295 | Fund Evaluation Group, LLC | $3.25B | Q1 2026 | 5/8/2026 | 73 |
| 1296 | Ameritas Investment Partners, Inc. | $3.25B | Q1 2026 | 5/13/2026 | 3,130 |
| 1297 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD | $3.25B | Q1 2026 | 5/4/2026 | 907 |
| 1298 | Apex Capital Management | $3.25B | Q2 2014 | 7/15/2014 | 264 |
| 1299 | FIRST NATIONAL BANK OF OMAHA | $3.24B | Q1 2026 | 5/11/2026 | 497 |
| 1300 | Focus Financial Network, Inc. | $3.23B | Q2 2026 | 7/9/2026 | 764 |
| 1301 | Retirement Planning Group, LLC | $3.23B | Q1 2026 | 5/4/2026 | 481 |
| 1302 | EXENCIAL WEALTH ADVISORS, LLC | $3.22B | Q1 2026 | 4/27/2026 | 563 |
| 1303 | MEYER HANDELMAN CO | $3.22B | Q1 2026 | 4/20/2026 | 220 |
| 1304 | STOCK YARDS BANK & TRUST CO | $3.21B | Q1 2026 | 4/24/2026 | 396 |
| 1305 | Karpus Management, Inc. | $3.21B | Q1 2026 | 5/14/2026 | 231 |
| 1306 | FineMark National Bank & Trust | $3.2B | Q4 2025 | 2/12/2026 | 452 |
| 1307 | Yaupon Capital Management LP | $3.2B | Q1 2026 | 5/15/2026 | 98 |
| 1308 | SummitTX Capital, L.P. | $3.2B | Q1 2026 | 5/15/2026 | 744 |
| 1309 | Himalaya Capital Management LLC | $3.2B | Q1 2026 | 5/15/2026 | 14 |
| 1310 | Brooklyn Investment Group | $3.2B | Q1 2026 | 4/29/2026 | 1,827 |
| 1311 | DME Capital Management, LP | $3.19B | Q1 2026 | 5/15/2026 | 45 |
| 1312 | MASECO LLP | $3.19B | Q1 2026 | 4/21/2026 | 391 |
| 1313 | DELTA LLOYD NV | $3.19B | Q2 2014 | 8/5/2014 | 636 |
| 1314 | Foxhaven Asset Management, LP | $3.19B | Q1 2026 | 5/15/2026 | 14 |
| 1315 | Constellation Investments, Inc. | $3.18B | Q2 2026 | 7/17/2026 | 19 |
| 1316 | DAYMARK WEALTH PARTNERS, LLC | $3.18B | Q1 2026 | 5/11/2026 | 739 |
| 1317 | Ceredex Value Advisors LLC | $3.18B | Q1 2026 | 5/14/2026 | 163 |
| 1318 | HERMES INVESTMENT MANAGEMENT LTD | $3.17B | Q1 2014 | 5/13/2014 | 248 |
| 1319 | Jetstream Capital LLC | $3.17B | Q1 2014 | 5/15/2014 | 23 |
| 1320 | ARGENT CAPITAL MANAGEMENT LLC | $3.17B | Q2 2026 | 7/15/2026 | 168 |
| 1321 | Covea Finance | $3.17B | Q2 2026 | 7/13/2026 | 153 |
| 1322 | Bragg Financial Advisors, Inc | $3.16B | Q1 2026 | 5/15/2026 | 362 |
| 1323 | FLOW TRADERS U.S. LLC | $3.16B | Q1 2026 | 5/15/2026 | 985 |
| 1324 | Avidian Wealth Enterprises, LLC | $3.16B | Q1 2026 | 5/7/2026 | 676 |
| 1325 | EMERALD ADVISERS, LLC | $3.16B | Q1 2026 | 5/4/2026 | 248 |
| 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 | BNP PARIBAS | $3.15B | Q1 2026 | 5/12/2026 | 333 |
| 1329 | Gerber Kawasaki Wealth & Investment Management | $3.14B | Q1 2026 | 5/6/2026 | 350 |
| 1330 | Kames Capital Management Ltd | $3.14B | Q2 2014 | 7/17/2014 | 166 |
| 1331 | BVF INC/IL | $3.14B | Q1 2026 | 5/15/2026 | 41 |
| 1332 | Larson Financial Group LLC | $3.13B | Q1 2026 | 5/15/2026 | 3,631 |
| 1333 | HENNESSY ADVISORS INC | $3.13B | Q2 2026 | 7/16/2026 | 325 |
| 1334 | CAPSTONE ASSET MANAGEMENT CO | $3.13B | Q2 2014 | 7/11/2014 | 1,659 |
| 1335 | EULAV Asset Management | $3.12B | Q1 2026 | 5/7/2026 | 133 |
| 1336 | DeepCurrents Investment Group LLC | $3.12B | Q1 2026 | 5/15/2026 | 142 |
| 1337 | AXXCESS WEALTH MANAGEMENT, LLC | $3.12B | Q1 2026 | 4/29/2026 | 373 |
| 1338 | CORNERSTONE CAPITAL MANAGEMENT LLC | $3.12B | Q2 2014 | 8/8/2014 | 47 |
| 1339 | Brahman Capital Corp. | $3.12B | Q1 2014 | 5/15/2014 | 19 |
| 1340 | Cevian Capital II GP LTD | $3.12B | Q1 2026 | 5/15/2026 | 3 |
| 1341 | PAULSON & CO. INC. | $3.11B | Q1 2026 | 5/15/2026 | 9 |
| 1342 | TREMBLANT CAPITAL GROUP | $3.11B | Q1 2026 | 5/15/2026 | 57 |
| 1343 | Krilogy Financial LLC | $3.11B | Q1 2026 | 4/17/2026 | 981 |
| 1344 | PineBridge Investments, L.P. | $3.1B | Q1 2014 | 5/14/2014 | 1,085 |
| 1345 | TEMA ETFS LLC | $3.09B | Q2 2026 | 7/10/2026 | 583 |
| 1346 | ZWJ INVESTMENT COUNSEL INC | $3.09B | Q2 2026 | 7/16/2026 | 290 |
| 1347 | DONALDSON CAPITAL MANAGEMENT, LLC | $3.09B | Q1 2026 | 4/30/2026 | 235 |
| 1348 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | $3.09B | Q1 2026 | 5/15/2026 | 378 |
| 1349 | PEREGRINE CAPITAL MANAGEMENT LLC | $3.08B | Q2 2026 | 7/17/2026 | 282 |
| 1350 | Contour Asset Management LLC | $3.08B | Q1 2026 | 5/15/2026 | 27 |
| 1351 | Van Berkom & Associates Inc. | $3.08B | Q1 2026 | 5/14/2026 | 72 |
| 1352 | Focused Investors LLC | $3.08B | Q1 2026 | 4/16/2026 | 22 |
| 1353 | Maple Rock Capital Partners Inc. | $3.07B | Q1 2026 | 5/15/2026 | 44 |
| 1354 | Empyrean Capital Partners, LP | $3.07B | Q1 2026 | 5/15/2026 | 124 |
| 1355 | Fore Research & Management, LP | $3.07B | Q1 2014 | 5/15/2014 | 90 |
| 1356 | MUFG Americas Holdings Corp | $3.07B | Q2 2014 | 8/5/2014 | 1,173 |
| 1357 | Sowell Financial Services LLC | $3.06B | Q2 2026 | 7/17/2026 | 1,162 |
| 1358 | Amici Capital, LLC | $3.05B | Q1 2014 | 5/15/2014 | 127 |
| 1359 | COOPERMAN LEON G | $3.05B | Q1 2026 | 5/15/2026 | 41 |
| 1360 | SUSQUEHANNA ADVISORS GROUP, INC. | $3.05B | Q1 2026 | 5/15/2026 | 126 |
| 1361 | Edgestream Partners, L.P. | $3.05B | Q1 2026 | 5/18/2026 | 859 |
| 1362 | LEVEL FOUR ADVISORY SERVICES, LLC | $3.05B | Q1 2026 | 5/14/2026 | 866 |
| 1363 | ARGA Investment Management, LP | $3.05B | Q1 2026 | 4/30/2026 | 109 |
| 1364 | HARBINGER HOLDINGS, LLC | $3.04B | Q1 2014 | 5/15/2014 | 6 |
| 1365 | MKP Capital Management, L.L.C. | $3.04B | Q1 2026 | 5/14/2026 | 19 |
| 1366 | MUFG Bank, Ltd. | $3.04B | Q1 2026 | 5/11/2026 | 5 |
| 1367 | SCHARF INVESTMENTS, LLC | $3.03B | Q2 2026 | 7/10/2026 | 79 |
| 1368 | MASTERS CAPITAL MANAGEMENT LLC | $3.03B | Q1 2026 | 5/15/2026 | 85 |
| 1369 | STELLIAM INVESTMENT MANAGEMENT, LP | $3.02B | Q1 2014 | 5/14/2014 | 55 |
| 1370 | CASTLEARK MANAGEMENT LLC | $3.02B | Q1 2026 | 5/15/2026 | 292 |
| 1371 | Joel Isaacson & Co., LLC | $3.02B | Q1 2026 | 4/22/2026 | 455 |
| 1372 | Comprehensive Financial Management LLC | $3.01B | Q1 2026 | 5/15/2026 | 38 |
| 1373 | Senvest Management, LLC | $3.01B | Q1 2026 | 5/14/2026 | 50 |
| 1374 | TRILLIUM ASSET MANAGEMENT, LLC | $3.01B | Q1 2026 | 5/11/2026 | 230 |
| 1375 | KCM INVESTMENT ADVISORS LLC | $3.01B | Q1 2026 | 5/15/2026 | 393 |
| 1376 | Psagot Value Holdings Ltd. | $3.01B | Q2 2014 | 8/6/2014 | 402 |
| 1377 | FPR PARTNERS LLC | $3.01B | Q1 2014 | 5/14/2014 | 15 |
| 1378 | Members Trust Co | $3.01B | Q1 2026 | 5/4/2026 | 154 |
| 1379 | BW Gestao de Investimentos Ltda. | $3.01B | Q1 2026 | 4/28/2026 | 270 |
| 1380 | CONNING INC. | $3.01B | Q1 2026 | 4/30/2026 | 311 |
| 1381 | BRAUN STACEY ASSOCIATES INC | $3.01B | Q1 2026 | 4/22/2026 | 112 |
| 1382 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | $3.01B | Q1 2026 | 5/28/2026 | 12 |
| 1383 | Venture Visionary Partners LLC | $3B | Q1 2026 | 5/14/2026 | 662 |
| 1384 | PALISADE CAPITAL MANAGEMENT, LP | $3B | Q1 2026 | 5/15/2026 | 303 |
| 1385 | Dragoneer Investment Group, LLC | $3B | Q1 2026 | 5/15/2026 | 17 |
| 1386 | CRITERION CAPITAL MANAGEMENT LLC | $3B | Q1 2014 | 5/15/2014 | 69 |
| 1387 | NZS Capital, LLC | $3B | Q1 2026 | 5/15/2026 | 58 |
| 1388 | BRAIDWELL LP | $3B | Q1 2026 | 5/15/2026 | 88 |
| 1389 | Swan Global Investments, LLC | $3B | Q1 2026 | 5/7/2026 | 77 |
| 1390 | SurgoCap Partners LP | $2.99B | Q1 2026 | 5/14/2026 | 14 |
| 1391 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $2.99B | Q1 2026 | 5/8/2026 | 77 |
| 1392 | SOUND SHORE MANAGEMENT INC /CT/ | $2.98B | Q1 2026 | 5/7/2026 | 40 |
| 1393 | GLG LLC | $2.98B | Q1 2014 | 5/15/2014 | 637 |
| 1394 | Sand Hill Global Advisors, LLC | $2.97B | Q1 2026 | 5/14/2026 | 204 |
| 1395 | Nokota Management, LP | $2.97B | Q1 2014 | 5/14/2014 | 84 |
| 1396 | J.W. COLE ADVISORS, INC. | $2.96B | Q1 2026 | 4/23/2026 | 785 |
| 1397 | Metropolis Capital Ltd | $2.96B | Q1 2026 | 4/22/2026 | 16 |
| 1398 | WASHINGTON TRUST Co | $2.96B | Q1 2026 | 4/6/2026 | 281 |
| 1399 | SageView Advisory Group, LLC | $2.96B | Q4 2025 | 2/17/2026 | 2,610 |
| 1400 | Munro Partners | $2.95B | Q1 2026 | 5/5/2026 | 59 |