Top Funds by AUM
Institutional investment managers ranked by assets under management
Total Funds
8,202
Total AUM
$48.480B
Average AUM
$5.911M
Fund Rankings
Page 97 of 411
| Rank | Fund Manager | CIK | Total Holdings | AUM ($B) | Latest Filing | Actions |
|---|---|---|---|---|---|---|
| #1921 | Petrus Trust Company, LTA | Petrus Trust Company, LTA | 575 | $1.071B | 03/31/2025 | View Latest 13F |
| #1922 | XML Financial, LLC | XML Financial, LLC | 357 | $1.070B | 03/31/2025 | View Latest 13F |
| #1923 | Bison Wealth, LLC | Bison Wealth, LLC | 395 | $1.070B | 03/31/2025 | View Latest 13F |
| #1924 | LYELL WEALTH MANAGEMENT, LP | LYELL WEALTH MANAGEMENT, LP | 202 | $1.070B | 03/31/2025 | View Latest 13F |
| #1925 | SILVER OAK SECURITIES, INCORPORATED | SILVER OAK SECURITIES, INCORPORATED | 655 | $1.068B | 03/31/2025 | View Latest 13F |
| #1926 | VERUS CAPITAL PARTNERS, LLC | VERUS CAPITAL PARTNERS, LLC | 461 | $1.067B | 03/31/2025 | View Latest 13F |
| #1927 | NEEDHAM INVESTMENT MANAGEMENT LLC | NEEDHAM INVESTMENT MANAGEMENT LLC | 314 | $1.067B | 03/31/2025 | View Latest 13F |
| #1928 | Concentric Capital Strategies, LP | Concentric Capital Strategies, LP | 156 | $1.067B | 03/31/2025 | View Latest 13F |
| #1929 | Soltis Investment Advisors LLC | Soltis Investment Advisors LLC | 366 | $1.064B | 03/31/2025 | View Latest 13F |
| #1930 | Penobscot Investment Management Company, Inc. | Penobscot Investment Management Company, Inc. | 301 | $1.063B | 03/31/2025 | View Latest 13F |
| #1931 | RVW Wealth, LLC | RVW Wealth, LLC | 160 | $1.062B | 03/31/2025 | View Latest 13F |
| #1932 | Provident Investment Management, Inc. | Provident Investment Management, Inc. | 71 | $1.062B | 03/31/2025 | View Latest 13F |
| #1933 | RKL Wealth Management LLC | RKL Wealth Management LLC | 169 | $1.061B | 03/31/2025 | View Latest 13F |
| #1934 | Redmile Group, LLC | Redmile Group, LLC | 56 | $1.058B | 03/31/2025 | View Latest 13F |
| #1935 | Wolf Hill Capital Management, LP | Wolf Hill Capital Management, LP | 32 | $1.054B | 03/31/2025 | View Latest 13F |
| #1936 | DELTA ASSET MANAGEMENT LLC/TN | DELTA ASSET MANAGEMENT LLC/TN | 606 | $1.054B | 03/31/2025 | View Latest 13F |
| #1937 | Journey Advisory Group, LLC | Journey Advisory Group, LLC | 271 | $1.053B | 03/31/2025 | View Latest 13F |
| #1938 | NAPLES GLOBAL ADVISORS, LLC | NAPLES GLOBAL ADVISORS, LLC | 398 | $1.052B | 03/31/2025 | View Latest 13F |
| #1939 | Atalan Capital Partners, LP | Atalan Capital Partners, LP | 10 | $1.052B | 03/31/2025 | View Latest 13F |
| #1940 | HENGEHOLD CAPITAL MANAGEMENT LLC | HENGEHOLD CAPITAL MANAGEMENT LLC | 200 | $1.052B | 03/31/2025 | View Latest 13F |
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