Top Funds by AUM
Institutional investment managers ranked by assets under management
Total Funds
8,202
Total AUM
$48.480B
Average AUM
$5.911M
Fund Rankings
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| Rank | Fund Manager | CIK | Total Holdings | AUM ($B) | Latest Filing | Actions |
|---|---|---|---|---|---|---|
| #1661 | APPLETON PARTNERS INC/MA | APPLETON PARTNERS INC/MA | 243 | $1.294B | 03/31/2025 | View Latest 13F |
| #1662 | PHILLIPS FINANCIAL MANAGEMENT, LLC | PHILLIPS FINANCIAL MANAGEMENT, LLC | 258 | $1.294B | 03/31/2025 | View Latest 13F |
| #1663 | Proficio Capital Partners LLC | Proficio Capital Partners LLC | 389 | $1.294B | 03/31/2025 | View Latest 13F |
| #1664 | Prosperity Consulting Group, LLC | Prosperity Consulting Group, LLC | 459 | $1.294B | 03/31/2025 | View Latest 13F |
| #1665 | CSM Advisors, LLC | CSM Advisors, LLC | 124 | $1.293B | 03/31/2025 | View Latest 13F |
| #1666 | Natixis Investment Managers International | Natixis Investment Managers International | 220 | $1.293B | 12/31/2024 | View Latest 13F |
| #1667 | CACTI ASSET MANAGEMENT LLC | CACTI ASSET MANAGEMENT LLC | 77 | $1.292B | 03/31/2025 | View Latest 13F |
| #1668 | Insight Holdings Group, LLC | Insight Holdings Group, LLC | 25 | $1.291B | 03/31/2025 | View Latest 13F |
| #1669 | VALLEY WEALTH MANAGERS, INC. | VALLEY WEALTH MANAGERS, INC. | 501 | $1.291B | 03/31/2025 | View Latest 13F |
| #1670 | SIH Partners, LLLP | SIH Partners, LLLP | 274 | $1.291B | 03/31/2025 | View Latest 13F |
| #1671 | GAM Holding AG | GAM Holding AG | 217 | $1.289B | 03/31/2025 | View Latest 13F |
| #1672 | Arete Wealth Advisors, LLC | Arete Wealth Advisors, LLC | 714 | $1.288B | 03/31/2025 | View Latest 13F |
| #1673 | KANAWHA CAPITAL MANAGEMENT LLC | KANAWHA CAPITAL MANAGEMENT LLC | 212 | $1.287B | 03/31/2025 | View Latest 13F |
| #1674 | Simplicity Wealth,LLC | Simplicity Wealth,LLC | 561 | $1.286B | 03/31/2025 | View Latest 13F |
| #1675 | DLD Asset Management, LP | DLD Asset Management, LP | 132 | $1.286B | 03/31/2025 | View Latest 13F |
| #1676 | GENERAL AMERICAN INVESTORS CO INC | GENERAL AMERICAN INVESTORS CO INC | 64 | $1.286B | 03/31/2025 | View Latest 13F |
| #1677 | SSI INVESTMENT MANAGEMENT LLC | SSI INVESTMENT MANAGEMENT LLC | 550 | $1.285B | 03/31/2025 | View Latest 13F |
| #1678 | Howard Capital Management Group, LLC | Howard Capital Management Group, LLC | 138 | $1.284B | 03/31/2025 | View Latest 13F |
| #1679 | No Street GP LP | No Street GP LP | 27 | $1.283B | 03/31/2025 | View Latest 13F |
| #1680 | FIRST HAWAIIAN BANK | FIRST HAWAIIAN BANK | 847 | $1.281B | 03/31/2025 | View Latest 13F |
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