Mutual Fund Company Market Share Percentage

May 2019

The Investment company directory is by market share of Assets Under Management and shows the percentage of the market they have.

You decide if want to be a little fish in a big pond or a bigger fish in a smaller pond. It is a personal preference.

But I recommend you work with at least two companies at a time to make them compete for your business. It is just smart business

Ranked by
AUM
on 5/8/2019
Company NameMarket Share %AUM $ (in Billions)Click to get
Company
Info
1Black Rock Funds9.690%$6,515.00 Request info...
2Vanguard7.734%$5,200.00 Request info...
3Charles Schwab5.950%$4,000.00 Request info...
4State Street Global Advisors3.735%$2,511.00 Request info...
5Fidelity Investments3.657%$2,459.00 Request info...
6JP Morgan3.124%$2,100.00 Request info...
7BNY Mellon (Dreyfus)2.677%$1,800.00 Request info...
8PIMCO2.618%$1,760.00 Request info...
9Amundi Asset Mgmt2.380%$1,600.00 Request info...
10Capital Group2.380%$1,600.00 Request info...
11Prudential Investments2.082%$1,400.00 Request info...
12Legal & General Investments1.950%$1,311.00 Request info...
13TD Ameritrade1.929%$1,297.00 Request info...
14BofA Merrill Lynch1.681%$1,130.00
15T Rowe Price1.606%$1,080.00 Request info...
16Wellington Management1.487%$1,000.00 Request info...
17TIAA1.443%$970.00Request info...
18Invesco1.420%$954.80Request info...
19Natixis Global Associates1.364%$917.10Request info...

20Edward Jones1.359%$914.00Request info...
21UBS1.226%$824.00Request info...
22Ameriprise Financial1.224%$823.00Request info...
23Deutsche Asset Management1.206%$811.00Request info...
24Insight Investors1.176%$790.70Request info...
25Goldman Sachs Asset Management1.162%$781.00Request info...
26Legg Mason1.127%$758.00Request info...
27Affiliated Managers Group (AMG)1.107%$744.00Request info...
28RBC Global Wealth (CAN)1.104%$742.00Request info...
29AXA1.063%$714.60Request info...
30Franklin Templeton1.059%$712.30Request info...
31Principal Financial Group1.005%$675.40
32Standard Life Aberdeen (UK)0.953%$641.00Request info...
33MetLife0.876%$589.00Request info...
34Dimensional Fund Advisers0.857%$576.00Request info...
35Alliance Bernstein0.826%$555.00Request info...
36Wells Fargo Advisors0.803%$540.00Request info...
37The BlackStone Group0.762%$512.00Request info...
38Pictet0.723%$486.10Request info...
39Federated Investors0.721%$484.90Request info...
40AVIVA0.715%$481.00Request info...
41Morgan Stanley0.714%$480.00Request info...
42Manulife Asset Mgmt0.709%$477.00Request info...
43Credit Sussie0.709%$476.40Request info...
44MFS Investment Management0.703%$472.90Request info...
45Nomura Asset Management0.699%$470.00Request info...
46Columbia Threadneedle0.683%$459.00Request info...
47Northern Trust0.678%$456.00Request info...
48Sun Life Global Investments0.671%$451.00Request info...
49BNP Paribas0.665%$446.81Request info...
50Eaton Vance Distributors0.661%$444.70Request info...
51Julius Baer Securities0.558%$374.90Request info...
52Aegon0.537%$361.00Request info...
53Janus Henderson Group0.524%$352.30Request info...
54SEI Investments0.494%$332.00Request info...
55Neuberger Berman0.480%$323.00Request info...
56Barings0.472%$317.00Request info...
57Dodge & Cox0.467%$314.00Request info...
58Guggenheim Partners0.394%$265.00Request info...
59Loomis Sayles & Co0.392%$263.50Request info...
60Frank Russell Investments0.389%$261.20Request info...
61New York Life/Mainstay0.375%$252.00Request info...
62BMO Global Asset Group0.357%$240.00Request info...
63Lazard Mgmt. Group0.349%$234.40Request info...
64Oppenheimer Funds0.348%$234.00Request info...
65Bridgewater0.348%$234.00Request info...
66BrightSphere0.331%$222.30Request info...
67Carlyle Group0.330%$222.00Request info...
68Voya (ING)0.299%$201.00Request info...
69TCW Group0.297%$200.00Request info...
70Apollo Management0.286%$192.30Request info...
71Robeco/ORIX0.270%$181.20Request info...
72Putnam Investments0.254%$171.00Request info...
73IGM Financial0.244%$164.00Request info...
74Lord Abbett & Co0.242%$162.40Request info...
75American Century Investments0.236%$159.00Request info...
76Conning0.210%$141.00Request info...
77Ares Management0.204%$137.00Request info...
78Raymond James0.201%$134.90Request info...
79Doubleline0.193%$130.00Request info...
80OakTree0.177%$119.00Request info...
81Harris Associates0.176%$118.00Request info...
82The Hartford0.174%$117.30Request info...
83MAN Group0.167%$112.30Request info...
84Artisan Partners Financial0.160%$107.80Request info...
85Virtus Investment Partners0.159%$107.00Request info...
86LPL Financial0.156%$105.00Request info...
87TPG Capital0.155%$104.00Request info...
88US Bancorp0.128%$86.00Request info...
89Oakmark Funds0.112%$75.10Request info...
90Stifel Financial Corp0.106%$71.50Request info...
91William Blair Funds0.092%$61.60Request info...
92Victory Capital0.086%$58.10Request info...
93Quilter (was Old Mutual)0.086%$57.52Request info...
94Causeway Capital Management0.085%$57.00Request info...
95GAM Investors0.082%$55.00Request info...
96Sterling Capital0.077%$52.00Request info...
97Thornburg Asset Management0.073%$49.40Request info...
98Robert W Baird & Co0.070%$47.00Request info...
99Fortress0.059%$39.90Request info...
100Cerberus Capital Management0.058%$39.00Request info...
101Pzena0.058%$38.90Request info...
102AGF Management Limited0.055%$37.20Request info...
103Och-Ziff0.049%$33.13Request info...
104Waddell & Reed0.047%$31.70Request info...
105Matthews Asia Funds0.046%$30.90Request info...
106Davis Select Advisers0.040%$26.80Request info...
107Manning & Napier0.031%$21.10Request info...
108Reams Asset Mgmt0.030%$20.20Request info...
109Touchstone Investments0.027%$18.00Request info...
110Pacific Global Asset Management0.024%$16.00Request info...
111Glenmede Investment Management0.024%$15.90Request info...
112Dyal Capital Partners0.023%$15.70Request info...
113Mercer Advisors0.022%$15.00Request info...
114Brown Brothers Harriman0.021%$14.30Request info...
115Ariel Investments0.019%$13.00Request info...
116Royce Funds0.019%$12.80Request info...
117Impax Asset Group0.018%$12.30Request info...
118Avenue Capital Management0.015%$9.80Request info...
119Kelso & Company0.014%$9.30Request info...
120Tricon0.008%$5.70Request info...
121FIS Group0.008%$5.60Request info...
122Saturna Capital0.005%$3.50Request info...
123Westchester Capital0.005%$3.50Request info...
124Tweedy Browne Co0.005%$3.20Request info...
125Emerald0.004%$2.50Request info...
126Z Capital Group0.004%$2.50Request info...
127Heartland Advisors0.003%$2.00Request info...
128Sterne Agee (SA Stone)0.002%$1.40Request info...
129Lafayette Investments0.001%$0.40Request info...
- - Click for All Companies >>>Request info...
!ERROR! unexpected operator '='!ERROR! unexpected operator '='
100.00%$67,231.96