Institutions with $10B to $100B AUM (489 funds)
489 institutions currently have assets under management $10B to $100B, ranked below by AUM.
WI
WealthNavi Inc.
CIK 0001774552
Total reported value
$11.5B
11 stks
2026-03-31
Concentration91.2
Portfolio Stability2.8
Sector conviction0.0
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MI
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
Total reported value
$11.5B
362 stks
2026-03-31
Concentration12.6
Portfolio Stability53.4
Sector conviction76.4
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DW
Dynasty Wealth Management, LLC
CIK 0001727599
Total reported value
$11.5B
333 stks
2026-03-31
Concentration13.1
Portfolio Stability41.3
Sector conviction48.6
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ER
Employees Retirement System of Texas
CIK 0001398739
Total reported value
$11.4B
493 stks
2026-03-31
Concentration12.2
Portfolio Stability33.7
Sector conviction47.9
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SG
Softbank Group CORP.
CIK 0001065521
Total reported value
$11.4B
31 stks
2026-03-31
Concentration76.6
Portfolio Stability41.4
Sector conviction100.0
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VL
Van Lanschot Kempen Investment Management N.v.
CIK 0001367401
Total reported value
$11.4B
240 stks
2026-03-31
Concentration9.4
Portfolio Stability21.1
Sector conviction53.6
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GI
GW&K Investment Management, LLC
CIK 0001082917
Total reported value
$11.3B
1,197 stks
2026-03-31
Concentration2.3
Portfolio Stability26.8
Sector conviction42.2
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BH
Brevan Howard Capital Management LP
CIK 0001512857
Total reported value
$11.3B
2,477 stks
2026-03-31
Concentration10.8
Portfolio Stability91.3
Sector conviction47.4
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DC
D1 Capital Partners L.P.
CIK 0001747057
Total reported value
$11.2B
44 stks
2026-03-31
Concentration12.8
Portfolio Stability67.2
Sector conviction48.2
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GI
Generation Investment Management LLP
CIK 0001375534
Total reported value
$11.2B
29 stks
2026-03-31
Concentration28.9
Portfolio Stability48.5
Sector conviction72.4
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CA
Clearstead Advisors, LLC
CIK 0000842775
Total reported value
$10.9B
2,241 stks
2026-03-31
Concentration7.5
Portfolio Stability43.0
Sector conviction51.4
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BS
Bb&t Securities, LLC
CIK 0001383161
Total reported value
$10.9B
1,618 stks
2019-09-30
Stale — no recent filing
Concentration1.6
Portfolio Stability17.7
Sector conviction44.1
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HT
Haverford Trust Co
CIK 0000842941
Total reported value
$10.9B
419 stks
2026-03-31
Concentration7.8
Portfolio Stability14.1
Sector conviction44.6
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EA
Erste Asset Management GmbH
CIK 0002024532
Total reported value
$10.8B
993 stks
2026-03-31
Concentration4.9
Portfolio Stability37.3
Sector conviction55.9
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BM
B. Metzler seel. Sohn & Co. AG
CIK 0001847838
Total reported value
$10.8B
1,137 stks
2026-03-31
Concentration9.3
Portfolio Stability18.7
Sector conviction51.9
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AA
Axiom Advisory, LLC
CIK 0001910475
Total reported value
$10.7B
291 stks
2024-09-30
Stale — no recent filing
Concentration47.5
Portfolio Stability0.0
Sector conviction91.9
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SG
Sustainable Growth Advisers, LP
CIK 0001290668
Total reported value
$10.6B
96 stks
2026-03-31
Concentration15.5
Portfolio Stability42.5
Sector conviction63.9
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Carlyle Group Inc.
CIK 0001527166
Total reported value
$10.6B
20 stks
2026-03-31
Concentration100.0
Portfolio Stability24.4
Sector conviction100.0
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BA
Burgundy Asset Management Ltd.
CIK 0001315868
Total reported value
$10.6B
109 stks
2025-09-30
Stale — no recent filing
Concentration6.7
Portfolio Stability21.2
Sector conviction56.8
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FF
Farther Finance Advisors, LLC
CIK 0001992825
Total reported value
$10.6B
5,767 stks
2026-03-31
Concentration3.2
Portfolio Stability23.6
Sector conviction52.0
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AI
Agf Investments INC.
CIK 0001157765
Total reported value
$10.6B
443 stks
2022-09-30
Stale — no recent filing
Concentration4.3
Portfolio Stability0.0
Sector conviction44.7
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PF
Phoenix Financial Ltd.
CIK 0001679543
Total reported value
$10.5B
691 stks
2026-03-31
Concentration13.6
Portfolio Stability42.1
Sector conviction67.9
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WA
Wolverine Asset Management LLC
CIK 0001279891
Total reported value
$10.4B
1,678 stks
2026-03-31
Concentration3.1
Portfolio Stability53.6
Sector conviction64.2
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WC
WEALTHFRONT Corp
CIK 0001524566
Total reported value
$10.4B
511 stks
2018-09-30
Stale — no recent filing
Concentration28.2
Portfolio Stability10.7
Sector conviction48.6
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ST
Sei Trust Co
CIK 0001204692
Total reported value
$10.3B
1,639 stks
2014-09-30
Stale — no recent filing
Concentration1.7
Portfolio Stability23.3
Sector conviction45.3
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CA
CW Advisors, LLC
CIK 0001904976
Total reported value
$10.3B
1,179 stks
2025-06-30
Stale — no recent filing
Concentration2.9
Portfolio Stability0.0
Sector conviction72.0
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OI
OneDigital Investment Advisors LLC
CIK 0001690370
Total reported value
$10.2B
1,474 stks
2026-03-31
Concentration4.2
Portfolio Stability19.1
Sector conviction47.0
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OP
Orion Portfolio Solutions, LLC
CIK 0001802647
Total reported value
$10.2B
1,877 stks
2025-03-31
Stale — no recent filing
Concentration4.9
Portfolio Stability100.0
Sector conviction56.3
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VP
Vanguard Personalized Indexing Management, LLC
CIK 0001767306
Total reported value
$10.2B
2,165 stks
2026-03-31
Concentration5.8
Portfolio Stability17.1
Sector conviction49.6
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GT
Greenleaf Trust
CIK 0001162170
Total reported value
$10.2B
1,325 stks
2026-03-31
Concentration100.0
Portfolio Stability11.7
Sector conviction62.6
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AC
Avoro Capital Advisors LLC
CIK 0001633313
Total reported value
$10.2B
33 stks
2026-03-31
Concentration30.0
Portfolio Stability29.8
Sector conviction0.0
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II
Intech Investment Management LLC
CIK 0001086318
Total reported value
$10.2B
2,655 stks
2026-03-31
Concentration4.9
Portfolio Stability41.9
Sector conviction44.7
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GI
Gamco Investors, INC. Et Al
CIK 0000807249
Total reported value
$10.2B
1,007 stks
2026-03-31
Concentration2.1
Portfolio Stability16.4
Sector conviction54.4
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R&
Royce & Associates LP
CIK 0000906304
Total reported value
$10.1B
774 stks
2026-03-31
Concentration1.4
Portfolio Stability25.1
Sector conviction59.5
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TG
TPG Group Holdings (SBS) Advisors, Inc.
CIK 0001495741
Total reported value
$10.1B
51 stks
2021-09-30
Stale — no recent filing
Concentration40.7
Portfolio Stability0.0
Sector conviction66.6
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BE
Benjamin Edwards INC
CIK 0001451623
Total reported value
$10.1B
1,955 stks
2026-03-31
Concentration2.1
Portfolio Stability26.0
Sector conviction39.2
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BM
B. Metzler seel. Sohn & Co. Holding AG
CIK 0001828929
Total reported value
$10.1B
1,179 stks
2024-09-30
Stale — no recent filing
Concentration9.6
Portfolio Stability0.0
Sector conviction50.7
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RI
Rtw Investments, LP
CIK 0001493215
Total reported value
$10.0B
88 stks
2026-03-31
Concentration14.9
Portfolio Stability36.5
Sector conviction100.0
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MG
Mather Group, LLC.
CIK 0001527641
Total reported value
$10.0B
1,905 stks
2026-03-31
Concentration18.4
Portfolio Stability9.3
Sector conviction39.4
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