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
1601 HAP Trading, LLC $2.7B Q2 2014 8/11/2014 920
1602 Balentine LLC $2.7B Q3 2026 11/3/2026 226
1603 RWC Asset Management LLP $2.7B Q3 2026 10/22/2026 174
1604 Steele Capital Management, Inc. $2.7B Q3 2026 11/2/2026 85
1605 FLAGSHIP HARBOR ADVISORS, LLC $2.69B Q3 2026 10/26/2026 771
1606 TEMA ETFS LLC $2.69B Q3 2026 10/16/2026 594
1607 Generate Investment Management Ltd $2.69B Q3 2026 10/14/2026 84
1608 LOGAN CAPITAL MANAGEMENT INC $2.69B Q2 2026 8/14/2026 443
1609 Arizona PSPRS Trust $2.68B Q2 2026 8/3/2026 14
1610 GHP Investment Advisors, Inc. $2.68B Q3 2026 10/15/2026 1,321
1611 ROTHSCHILD INVESTMENT LLC $2.68B Q2 2026 8/6/2026 3,636
1612 Baltimore-Washington Financial Advisors, Inc. $2.67B Q2 2026 8/13/2026 206
1613 Portolan Capital Management, LLC $2.67B Q2 2026 8/14/2026 148
1614 INSIGNEO ADVISORY SERVICES, LLC $2.67B Q2 2026 8/14/2026 884
1615 CR Intrinsic Investors, LLC $2.67B Q1 2014 5/15/2014 258
1616 Genesis Asset Managers, LLP $2.67B Q2 2014 7/29/2014 20
1617 Mizuho Markets Cayman LP $2.67B Q2 2026 7/24/2026 95
1618 Skandinaviska Enskilda Banken AB (publ) $2.66B Q2 2026 8/10/2026 166
1619 BEACON INVESTMENT ADVISORY SERVICES, INC. $2.66B Q3 2026 10/13/2026 804
1620 McAdam, LLC $2.66B Q3 2026 10/21/2026 534
1621 Bell Bank $2.66B Q3 2026 10/20/2026 204
1622 HENNESSY ADVISORS INC $2.66B Q3 2026 10/28/2026 287
1623 Sageworth Trust Co $2.65B Q3 2026 10/30/2026 115
1624 Trajan Wealth LLC $2.65B Q2 2026 8/13/2026 152
1625 ClariVest Asset Management LLC $2.64B Q2 2014 8/11/2014 554
1626 Motley Fool Asset Management LLC $2.64B Q3 2026 10/27/2026 256
1627 Prosperity Consulting Group, LLC $2.64B Q2 2026 8/13/2026 636
1628 FAIRFAX FINANCIAL HOLDINGS LTD/ CAN $2.64B Q2 2026 8/14/2026 32
1629 Mason Investment Advisory Services, Inc. $2.63B Q2 2026 8/13/2026 84
1630 SIMON QUICK ADVISORS, LLC $2.63B Q3 2026 10/26/2026 455
1631 FIRST HORIZON CORP $2.62B Q3 2026 10/26/2026 1,514
1632 Anomaly Capital Management, LP $2.62B Q2 2026 8/14/2026 24
1633 Purpose Unlimited Inc. $2.62B Q2 2026 8/13/2026 603
1634 ROCKLAND TRUST CO $2.61B Q3 2026 10/5/2026 320
1635 Constellation Investments, Inc. $2.61B Q3 2026 10/28/2026 18
1636 North Reef Capital Management LP $2.61B Q2 2026 8/14/2026 43
1637 Trilogy Capital Inc. $2.61B Q3 2026 10/20/2026 409
1638 KINGSWOOD WEALTH ADVISORS, LLC $2.6B Q3 2026 10/23/2026 1,024
1639 GenTrust, LLC $2.6B Q2 2026 8/6/2026 201
1640 GM Advisory Group, LLC $2.6B Q1 2026 4/28/2026 377
1641 BLS CAPITAL FONDSMAEGLERSELSKAB A/S $2.6B Q2 2026 8/13/2026 11
1642 GW CAPITAL INC $2.6B Q2 2014 8/7/2014 77
1643 Meritage Group LP $2.6B Q2 2026 8/13/2026 12
1644 Coronation Fund Managers Ltd. $2.59B Q3 2026 10/27/2026 49
1645 Paralel Advisors LLC $2.59B Q2 2026 8/11/2026 126
1646 CENTAURUS FINANCIAL, INC. $2.59B Q2 2026 8/17/2026 1,115
1647 SOFI WEALTH, LLC $2.59B Q3 2026 10/27/2026 61
1648 Venturi Wealth Management, LLC $2.58B Q2 2026 7/20/2026 634
1649 PFG Investments, LLC $2.58B Q2 2026 7/23/2026 1,295
1650 CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD $2.58B Q1 2014 5/15/2014 100
1651 PAULSON & CO. INC. $2.58B Q2 2026 8/14/2026 8
1652 ECLIPSE OPERATIONS, LLC $2.57B Q2 2026 8/7/2026 2
1653 Moors & Cabot, Inc. $2.57B Q2 2026 8/10/2026 961
1654 B. Riley Wealth Advisors, Inc. $2.57B Q3 2026 10/13/2026 1,092
1655 CSS LLC/IL $2.57B Q2 2026 8/14/2026 1,001
1656 STALEY CAPITAL ADVISERS INC $2.57B Q2 2026 8/11/2026 193
1657 Turtle Creek Asset Management Inc. $2.56B Q2 2026 8/14/2026 38
1658 Ausdal Financial Partners, Inc. $2.56B Q2 2026 8/14/2026 1,043
1659 Chesley Taft & Associates LLC $2.56B Q3 2026 10/13/2026 365
1660 CAPITAL COUNSEL LLC/NY $2.56B Q2 2026 8/12/2026 58
1661 Visionary Wealth Advisors $2.55B Q3 2026 11/4/2026 688
1662 North Dakota State Investment Board $2.55B Q3 2026 10/27/2026 811
1663 BERKSHIRE ASSET MANAGEMENT LLC/PA $2.55B Q2 2026 8/5/2026 270
1664 SNOW CAPITAL MANAGEMENT LP $2.55B Q1 2014 5/12/2014 123
1665 NORTH STAR ASSET MANAGEMENT INC $2.54B Q2 2026 8/18/2026 372
1666 Quantbot Technologies LP $2.54B Q2 2026 8/12/2026 1,893
1667 ARROWGRASS CAPITAL PARTNERS (US) LP $2.53B Q1 2014 5/15/2014 159
1668 Csenge Advisory Group $2.53B Q3 2026 11/4/2026 758
1669 Pine Valley Investments Ltd Liability Co $2.53B Q2 2026 7/24/2026 610
1670 Integral Health Asset Management, LLC $2.53B Q2 2026 8/14/2026 92
1671 DARUMA CAPITAL MANAGEMENT LLC $2.52B Q1 2014 5/15/2014 78
1672 Index Fund Advisors, Inc. $2.52B Q2 2026 8/12/2026 135
1673 Luxor Capital Group, LP $2.52B Q2 2026 8/14/2026 52
1674 Obermeyer Wealth Partners $2.51B Q3 2026 10/21/2026 301
1675 Entropy Technologies, LP $2.51B Q2 2026 8/13/2026 929
1676 BASSWOOD CAPITAL MANAGEMENT, L.L.C. $2.51B Q2 2026 8/14/2026 111
1677 Nippon Life Global Investors Americas, Inc. $2.51B Q3 2026 10/29/2026 104
1678 Electron Capital Partners, LLC $2.5B Q2 2026 8/14/2026 46
1679 Smithfield Trust Co $2.5B Q2 2026 8/5/2026 1,080
1680 Sepio Capital, LP $2.5B Q3 2026 10/22/2026 304
1681 HIGHLAND CAPITAL MANAGEMENT LP $2.5B Q1 2014 5/15/2014 212
1682 Delta Accumulation, LLC $2.5B Q2 2026 8/5/2026 156
1683 BSN Capital Partners Ltd $2.5B Q3 2026 10/23/2026 18
1684 QVR LLC $2.49B Q1 2026 4/15/2026 155
1685 Route One Investment Company, L.P. $2.49B Q2 2026 8/14/2026 20
1686 Acropolis Investment Management, LLC $2.49B Q3 2026 10/8/2026 379
1687 TCI Wealth Advisors, Inc. $2.49B Q3 2026 10/30/2026 289
1688 CEDAR ROCK CAPITAL LTD $2.48B Q1 2014 5/15/2014 6
1689 SEVEN GRAND MANAGERS, LLC $2.48B Q2 2026 8/14/2026 176
1690 CAMBIAR INVESTORS LLC $2.48B Q3 2026 11/4/2026 187
1691 HRTG GPE, LLC $2.48B Q2 2026 8/13/2026 6
1692 COASTLAND CAPITAL LLC $2.48B Q1 2014 5/15/2014 123
1693 Valiant Capital Management, L.P. $2.48B Q2 2026 8/14/2026 29
1694 EMERGING SOVEREIGN GROUP LLC $2.46B Q1 2014 5/13/2014 24
1695 PharVision Advisers, LLC $2.46B Q3 2026 10/29/2026 28
1696 RENAISSANCE GROUP LLC $2.46B Q2 2026 8/13/2026 234
1697 BFC Planning, Inc. $2.46B Q2 2026 10/29/2026 3,424
1698 SECURITY CAPITAL RESEARCH & MANAGEMENT INC $2.46B Q1 2014 5/13/2014 45
1699 Global X Japan Co., Ltd. $2.46B Q3 2026 10/21/2026 389
1700 Port Capital LLC $2.45B Q2 2026 8/14/2026 108
1701 First Beijing Investment Ltd $2.44B Q2 2026 8/12/2026 11
1702 Leonteq Securities AG $2.44B Q3 2026 10/29/2026 1,293
1703 HHR Asset Management, LLC $2.44B Q1 2014 5/14/2014 34
1704 AXXCESS WEALTH MANAGEMENT, LLC $2.44B Q3 2026 10/21/2026 983
1705 Marcato Capital Management LP $2.44B Q1 2014 5/15/2014 14
1706 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD $2.44B Q2 2026 8/5/2026 73
1707 FLOW TRADERS U.S. LLC $2.43B Q2 2026 8/14/2026 979
1708 LANSDOWNE PARTNERS (UK) LLP $2.43B Q2 2026 8/14/2026 26
1709 Birch Hill Investment Advisors LLC $2.43B Q3 2026 10/16/2026 219
1710 RNC CAPITAL MANAGEMENT LLC $2.43B Q2 2026 8/6/2026 181
1711 Smith Salley Wealth Management $2.42B Q3 2026 11/3/2026 274
1712 Aristotle Atlantic Partners, LLC $2.41B Q2 2026 8/14/2026 117
1713 Focused Investors LLC $2.41B Q3 2026 10/29/2026 22
1714 BLACKHILL CAPITAL INC $2.41B Q2 2026 8/13/2026 47
1715 DISCOVERY CAPITAL MANAGEMENT, LLC / CT $2.41B Q2 2026 8/14/2026 113
1716 RBF Capital, LLC $2.41B Q2 2026 8/14/2026 511
1717 Cavalier Investments, LLC $2.41B Q2 2026 8/14/2026 70
1718 Empirical Finance, LLC $2.41B Q2 2026 8/14/2026 505
1719 Klingman & Associates, LLC $2.41B Q3 2026 10/20/2026 423
1720 Lightspeed Management Company, L.L.C. $2.4B Q2 2026 8/14/2026 8
1721 ArrowMark Colorado Holdings LLC $2.4B Q2 2026 8/13/2026 296
1722 LGT Fund Management Co Ltd. $2.4B Q2 2026 8/10/2026 235
1723 SouthState Bank Corp $2.4B Q2 2026 8/6/2026 1,612
1724 DAVIDSON INVESTMENT ADVISORS $2.39B Q3 2026 10/20/2026 122
1725 Cornerstone Wealth Management, LLC $2.38B Q3 2026 11/4/2026 753
1726 Forest Avenue Capital Management LP $2.38B Q2 2026 8/14/2026 24
1727 MCKINLEY CAPITAL MANAGEMENT LLC $2.38B Q1 2014 5/13/2014 350
1728 MASSACHUSETTS MUTUAL LIFE INSURANCE CO $2.38B Q2 2026 8/6/2026 2
1729 EQUITABLE TRUST CO $2.38B Q3 2026 10/13/2026 444
1730 Catterton Management Company, L.L.C. $2.38B Q3 2026 10/15/2026 3
1731 Intermede Investment Partners Ltd $2.38B Q2 2026 8/14/2026 30
1732 Azora Capital LP $2.37B Q2 2026 8/14/2026 47
1733 Inspire Investing, LLC $2.37B Q3 2026 10/22/2026 1,285
1734 IVORY INVESTMENT MANAGEMENT, LLC $2.37B Q1 2014 5/14/2014 195
1735 New Age Alpha Advisors, LLC $2.37B Q2 2026 8/13/2026 927
1736 Procyon Advisors, LLC $2.36B Q3 2026 10/21/2026 586
1737 BNDES Participacoes S.A. $2.36B Q2 2026 8/14/2026 1
1738 GREENOAKS LLC $2.36B Q2 2026 8/14/2026 10
1739 Lindsell Train Ltd $2.36B Q3 2026 11/2/2026 28
1740 Verdence Capital Advisors LLC $2.35B Q3 2026 10/26/2026 758
1741 AVIANCE CAPITAL MANAGEMENT, LLC $2.35B Q2 2014 7/23/2014 293
1742 OAKTOP CAPITAL MANAGEMENT II, L.P. $2.35B Q2 2026 8/7/2026 14
1743 Bowie Capital Management, LLC $2.35B Q2 2026 8/11/2026 37
1744 Hills Bank & Trust Co $2.35B Q2 2026 8/10/2026 383
1745 3EDGE Asset Management, LP $2.35B Q3 2026 10/30/2026 95
1746 Bryn Mawr Trust Advisors, LLC $2.34B Q3 2026 11/3/2026 456
1747 BOSTON ADVISORS LLC $2.34B Q2 2014 7/23/2014 584
1748 Heard Capital LLC $2.34B Q2 2026 8/11/2026 21
1749 Atlas FRM LLC $2.33B Q2 2026 8/13/2026 26
1750 NS Partners Ltd $2.33B Q2 2026 8/12/2026 77
1751 Accredited Investors Inc. $2.33B Q3 2026 11/3/2026 301
1752 MONTAG A & ASSOCIATES INC $2.33B Q3 2026 10/29/2026 1,053
1753 Madison Avenue Partners, LP $2.32B Q2 2026 8/14/2026 25
1754 Logos Global Management LP $2.32B Q2 2026 8/14/2026 68
1755 INVESTMENT COUNSELORS OF MARYLAND LLC $2.32B Q2 2014 8/4/2014 212
1756 Nationwide Fund Advisors $2.31B Q3 2026 10/28/2026 8
1757 GCM Grosvenor Holdings, LLC $2.31B Q2 2026 8/14/2026 24
1758 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $2.31B Q3 2026 10/26/2026 170
1759 Linscomb Wealth, Inc. $2.31B Q2 2026 7/31/2026 311
1760 Reynders McVeigh Capital Management, LLC $2.31B Q3 2026 10/30/2026 196
1761 SEIZERT CAPITAL PARTNERS, LLC $2.3B Q3 2026 10/30/2026 175
1762 BBVA USA Bancshares, Inc. $2.3B Q2 2014 8/6/2014 548
1763 GW HENSSLER & ASSOCIATES LTD $2.3B Q3 2026 10/26/2026 224
1764 TDAM USA INC. $2.3B Q1 2014 5/9/2014 325
1765 J.Safra Asset Management Corp $2.3B Q3 2026 11/3/2026 620
1766 SQ Advisors, LLC $2.3B Q1 2014 5/15/2014 13
1767 PALISADE CAPITAL MANAGEMENT, LP $2.3B Q2 2026 8/14/2026 294
1768 SYON CAPITAL LLC $2.3B Q2 2026 8/14/2026 950
1769 ARES MANAGEMENT LLC $2.29B Q2 2026 8/14/2026 44
1770 PARSONS CAPITAL MANAGEMENT INC/RI $2.29B Q3 2026 10/28/2026 522
1771 MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH $2.29B Q2 2014 7/25/2014 226
1772 COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT $2.29B Q1 2014 5/15/2014 324
1773 HALBERT HARGROVE GLOBAL ADVISORS, LLC $2.29B Q3 2026 10/15/2026 363
1774 ARS Investment Partners, LLC $2.29B Q2 2026 7/9/2026 181
1775 NORRIS PERNE & FRENCH LLP/MI $2.29B Q3 2026 10/23/2026 156
1776 ALERUS FINANCIAL NA $2.29B Q2 2026 8/13/2026 506
1777 Elser Financial Planning, Inc $2.28B Q3 2026 10/16/2026 132
1778 Strategic Financial Services, Inc. $2.28B Q2 2026 8/24/2026 157
1779 Goelzer Investment Management, Inc. $2.28B Q3 2026 10/15/2026 294
1780 Claren Road Asset Management, LLC $2.28B Q1 2014 5/16/2014 28
1781 NEW SOUTH CAPITAL MANAGEMENT INC $2.28B Q2 2026 8/10/2026 48
1782 Quintet Private Bank (Europe) S.A. $2.28B Q3 2026 10/8/2026 192
1783 ANGELES WEALTH MANAGEMENT, LLC $2.27B Q3 2026 10/26/2026 599
1784 Signal Advisors Wealth, LLC $2.27B Q3 2026 10/13/2026 701
1785 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $2.27B Q2 2026 8/14/2026 10
1786 GOFEN & GLOSSBERG LLC /IL/ $2.26B Q2 2014 7/15/2014 458
1787 Maj Invest Holding A/S $2.26B Q3 2026 10/27/2026 40
1788 Conatus Capital Management LP $2.26B Q1 2014 5/15/2014 24
1789 TURNER INVESTMENTS LLC $2.26B Q2 2014 8/11/2014 546
1790 TIG Advisors, LLC $2.26B Q2 2026 8/14/2026 109
1791 TEXAS PERMANENT SCHOOL FUND CORP $2.26B Q2 2026 7/23/2026 15
1792 INVESTMENT HOUSE LLC $2.25B Q3 2026 10/21/2026 203
1793 LOWE BROCKENBROUGH & CO INC $2.25B Q2 2026 8/3/2026 341
1794 HEARTLAND ADVISORS INC $2.25B Q2 2026 8/11/2026 244
1795 Sound Income Strategies, LLC $2.24B Q3 2026 10/9/2026 478
1796 OLD REPUBLIC INTERNATIONAL CORP $2.24B Q3 2026 10/26/2026 70
1797 One Way Holdings LLC $2.24B Q3 2026 10/29/2026 254
1798 Meridiem Capital Partners LP $2.23B Q2 2026 8/14/2026 85
1799 AMERICAN CAPITAL MANAGEMENT INC $2.23B Q2 2026 8/14/2026 80
1800 Meiji Yasuda Asset Management Co Ltd. $2.22B Q2 2026 8/12/2026 596