Mike Dunn | Author

 

Giving you information to help pick an additional investing partner. You want to have more than one.

Ranked by
AUM
on 4/26/21
Company NameAUM Date
1BlackRock Funds$9,000.00 9.96%3/31/2021
2Vanguard$7,200.00 7.97%1/31/2021
3Charles Schwab$7,070.00 7.82%3/31/2021
4Fidelity Investments$3,800.00 4.21%3/2/2021
5State Street Global Advisors$3,500.00 3.87%1/25/2021
6PIMCO/Allianz$2,892.00 3.20%3/31/2021
7JP Morgan$2,800.00 3.10%4/14/2021
8Capital Group$2,300.00 2.55%2/23/2021
9BNY Mellon (Dreyfus)$2,200.00 2.43%3/31/2021
10Amundi Asset Mgmt$1,900.00 2.10%1/1/2021
11Prudential Investments$1,721.00 1.90%3/31/2021
12T Rowe Price$1,700.00 1.88%3/31/2021
13Legal & General Investments$1,700.00 1.88%12/31/2020
14Franklin Templeton$1,498.00 1.66%2/28/2021
15BofA Merrill Lynch$1,400.00 1.55%3/31/2021
16Invesco$1,391.50 1.54%2/28/2021
17Natixis Global Associates$1,387.70 1.54%12/31/2020
18TIAA / Nuveen$1,259.00 1.39%12/31/2020
19Sun Life Global Investments$1,250.00 1.38%12/31/2020
20Goldman Sachs Asset Management$1,100.00 1.22%3/31/2021
21Ameriprise Financial$1,100.00 1.22%1/27/2021
22Northern Trust$1,100.00 1.22%12/31/2020
23UBS$1,100.00 1.22%12/31/2020
24Insight Investors$1,030.00 1.14%12/31/2020
25Raymond James$1,020.00 1.13%12/31/2020
26AXA$1,000.00 1.11%2/21/2021
27Wellington Management$1,000.00 1.11%12/31/2020
28DWS | Deutsche Asset Management$959.301.06%12/31/2020
29LPL Financial$903.001.00%12/31/2020
30Barclay$826.300.91%12/31/2020
31Morgan Stanley$781.000.86%12/31/2020
32Manulife Asset Mgmt$755.000.84%3/31/2021
33Affiliated Managers Group (AMG)$716.200.79%12/31/2020
34AllianceBernstein$697.000.77%3/31/2021
35Columbia Threadneedle$671.000.74%3/31/2021
36Dimensional Fund Advisors$637.000.70%4/15/2021
37MFS Investment Management$626.300.69%3/31/2021
38Federated Hermes (was Federated Investors)$619.000.69%12/31/2020
39Nomura Asset Management$607.000.67%3/31/2021
40Wells Fargo Advisors$607.000.67%9/30/2020
41Brookfield Asset Management$600.000.66%4/23/2021
42Geode Capital Management$595.000.66%2/5/2021
43Eaton Vance Distributors$583.000.65%12/31/2020
44The Blackstone Group$549.000.61%4/22/2021
45Edward Jones$518.000.57%12/31/2020
46Julius Baer Securities$474.700.53%12/31/2020
47AVIVA Investors$463.300.51%3/31/2021
48Apollo Management$455.500.50%2/3/2021
49BMO Global Asset Group$415.700.46%12/31/2020
50Aegon$414.900.46%6/30/2020
51Neuberger Berman$405.000.45%12/31/2020
52Janus Henderson Group$402.000.44%12/31/2020
53Robeco/ORIX$400.000.44%4/21/2021
54RBC Global Wealth (CAN)$391.000.43%9/30/2020
55Principal Financial Group$385.200.43%3/31/2021
56SEI Investments$384.000.42%3/31/2021
57E-Trade$346.000.38%12/31/2020
58Barings$345.000.38%12/31/2020
59Frank Russell Investments$326.900.36%3/31/2021
60Loomis Sayles & Co$321.200.36%12/31/2020
61Guggenheim Partners$310.000.34%12/31/2020
62Swiss Life Asset Mgmt$295.000.33%12/31/2020
63New York Life/Mainstay$268.000.30%9/30/2020
64TCW Group$253.000.28%3/31/2021
65KKR$252.000.28%12/31/2020
66Carlyle Group$245.800.27%12/31/2020
67Voya (ING)$245.000.27%12/31/2020
68Lazard Mgmt. Group$229.700.25%12/31/2020
69Pictet$225.000.25%9/30/2020
70Lord Abbett & Co$217.900.24%12/31/2020
71Citi Group$200.000.22%12/31/2020
72Conning$197.700.22%12/31/2020
73Putnam Investments$193.000.21%3/31/2021
74American Century Investments$178.000.20%10/2/2020
75Fisher Investments$169.000.19%3/31/2021
76Virtus Investment Partners$164.100.18%10/31/2020
77Artisan Partners Financial$162.900.18%3/31/2021
78Hines$160.900.18%12/31/2020
79Victory Capital$154.300.17%3/31/2021
80OakTree$148.000.16%12/31/2020
81US Bancorp$148.000.16%12/31/2020
82AQR Captial$143.000.16%3/31/2021
83Bridgewater Associates$140.000.15%12/31/2020
84BrightSphere$140.000.15%12/31/2020
85The Hartford$139.400.15%12/31/2020
86GAM Investors$136.100.15%3/31/2021
87Doubleline$136.000.15%12/31/2020
88MAN Group$127.000.14%12/31/2020
89William Blair Funds$123.000.14%12/31/2020
90Quilter (was Old Mutual)$118.000.13%12/31/2020
91Stifel Financial Corp$117.200.13%3/31/2021
92Harris Associates$115.000.13%3/31/2021
93LSV Asset Management$104.000.12%12/31/2020
94IG Wealth Management$98.800.11%12/31/2020
95Robert W Baird & Co$93.000.10%3/31/2021
96TPG Capital$91.000.10%12/31/2020
97Oppenheimer Funds$88.000.10%12/31/2020
98Dodge & Cox$81.060.09%3/31/2021
99Sterling Capital$80.000.09%3/31/2021
100Transamerica$77.000.09%6/30/2020
101Waddell & Reed$76.000.08%3/31/2021
102Davis Select Advisers$70.800.08%12/31/2020
103Fort Washington Advisors$65.100.07%12/31/2020
104Credit Sussie$63.500.07%9/30/2020
105Oakmark Funds$60.100.07%3/31/2021
106Brown Brothers Harriman$55.900.06%12/31/2020
107Rathbone Brothers$54.700.06%12/31/2020
108Fortress Investment Group$52.700.06%12/31/2020
109Pzena$49.200.05%3/31/2021
110Causeway Capital Management$47.000.05%12/31/2020
111Thornburg Asset Management$43.200.05%3/31/2021
112Standard Life Aberdeen (UK)$41.000.05%2/3/2021
113Glenmede Investment Management$40.000.04%12/31/2020
114Robinhood Financial$40.000.04%6/30/2020
115AGF Management Limited$39.000.04%12/31/2020
116Sculptor | Och-Ziff$37.000.04%4/1/2021
117Matthews Asia Funds$30.200.03%3/31/2021
118Impax Asset Group$30.000.03%3/31/2021
119Cetera Financial Group$25.800.03%8/10/2020
120Dyal Capital Partners$23.300.03%12/31/2020
121Reams Asset Mgmt.$22.500.02%12/31/2020
122MetLife$22.400.02%3/25/2021
123BNP Paribas$21.200.02%2/5/2021
124Empower$16.500.02%1/4/2021
125Touchstone Investments$16.000.02%3/1/2019
126Mercer Advisors$15.800.02%6/30/2020
127Pacific Global Asset Management$15.600.02%12/31/2020
128Manning & Napier$15.500.02%3/31/2021
129Ariel Investments$15.000.02%1/3/2021
130Ares Management$14.800.02%12/31/2020
131Southeastern Asset Management$12.700.01%6/25/2020
1321251 Capital Group$10.500.01%12/31/2020
133Axiom Capitial Management$9.500.01%12/31/2020
134Royce Funds$9.100.01%11/30/2020
135Park Avenue Securities$5.700.01%12/31/2020
136Saturna Capital$5.000.01%12/1/2020
137Emerald Mutual Funds$4.700.01%9/30/2020
138Tweedy Browne Co$4.600.01%12/31/2020
139Westchester Capital$4.200.00%12/31/2020
140Xponance (was FIS Group)$4.070.00%10/26/2020
141Great Point Partners$2.850.00%10/13/2020
142SA Stone (was Sterne Agee)$1.400.00%1/30/2021
143Dakota Securities International$1.100.00%11/22/2020
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$90,359.78 100.00%