Mutual Fund Directory | 2019
Top 100 Mutual Fund Companies Ranked by AUM
We help you find an additional mutual fund company. Then they help you find your funds.
Current information on investment companies and economic analysis to help investors – Updated 5/8/19
#1 ranked Mutual Fund Industry Directory for the past five years in Google & mobile
“Scroll Down” for the full 100+ ranked directory list below with info request buttons
|Company Name||AUM $ (in Billions)||Date||News||Click to get
|1||Black Rock Funds||$6,515.00||3/31/2019||AUM falls by nearly 1/2 trillion $ in Q4 2018 - But still #1||Request info...|
|2||Vanguard||$5,200.00||1/31/2019||Founder, John Clifton Bogle, passes||Request info...|
|3||Charles Schwab||$4,000.00||3/31/2019||Income nearly $1 B in Q1||Request info...|
|4||State Street Global Advisors||$2,511.00||12/31/2018||To layoff 1,300 via automation efficences in 2019||Request info...|
|5||Fidelity Investments||$2,459.00||3/31/2019||To offer crypto currency in five years||Request info...|
|6||JP Morgan||$2,100.00||3/31/2019||Layoff in 2019||Request info...|
|7||BNY Mellon (Dreyfus)||$1,800.00||3/31/2019||1% downsizing||Request info...|
|8||PIMCO||$1,760.00||3/31/2019||College scandal hits PIMCO executive||Request info...|
|9||Amundi Asset Mgmt||$1,600.00||3/31/2019||Steady AUM in Q1||Request info...|
|10||Capital Group||$1,600.00||12/3/2018||Fund wins Lipper Award||Request info...|
|11||Prudential Investments||$1,400.00||5/1/2019||Finds opportunites in BREXIT change||Request info...|
|12||Legal & General Investments||$1,311.00||3/31/2019||$44.6M pounds in funds for homeless||Request info...|
|13||TD Ameritrade||$1,297.00||10/17/2018||Q4 or Q1 data?||Request info...|
|14||BofA Merrill Lynch||$1,130.00||3/31/2019||Merrill is trying flat salary with bonus compensation strategy|
|15||T Rowe Price||$1,080.00||3/31/2019||To close 40% of Tampa office||Request info...|
|16||Wellington Management||$1,000.00||12/31/2018||Focuses on climate change issues for giving and PR||Request info...|
|17||TIAA||$970.00||12/31/2018||Near stable AUM||Request info...|
|18||Invesco||$954.80||3/31/2019||AUM is up||Request info...|
|19||Natixis Global Associates||$917.10||12/31/2018||Request info...
|20||Edward Jones||$914.00||3/31/2019||Former employee to get $2M in settlement from FINRA||Request info...|
|22||Ameriprise Financial||$823.00||12/31/2018||Vilferdi joins Amerprise - EPS is up||Request info...|
|23||Deutsche Asset Management||$811.00||2/17/2019||Nicolas Moreau steps down||Request info...|
|24||Insight Investors||$790.70||12/31/2018||Part of BYN Mellon||Request info...|
|25||Goldman Sachs Asset Management||$781.00||3/31/2018||David Solomon takes over on 1/1/19 amid Malaysia scandal. The 3/31/18 date is correct. Pls post your data, return phone calls, emails, or fix you website. If did just one of the four, it would be better.||Request info...|
|26||Legg Mason||$758.00||3/31/2019||Layoffs may be avoided since AUM is up||Request info...|
|27||Affiliated Managers Group (AMG)||$744.00||3/31/2019||Jay Horgen is the new CEO at AMG||Request info...|
|28||RBC Global Wealth (CAN)||$742.00||12/31/2018||Request info...|
|30||Franklin Templeton||$712.30||3/31/2019||To cut workforce by 5%||Request info...|
|31||Principal Financial Group||$675.40||3/31/2019||Warns of more job cuts|
|32||Standard Life Aberdeen (UK)||$641.00||12/31/2018||AUM drops 10% in 2018||Request info...|
|33||MetLife||$589.00||12/31/2018||New agreement with Brighthouse Financial||Request info...|
|34||Dimensional Fund Advisers||$576.00||3/31/2019||To move HQ from NY to Austin to save money||Request info...|
|35||Alliance Bernstein||$555.00||3/31/2019||To move HQ from Boston to Nashville for cost cutting reasons||Request info...|
|36||Wells Fargo Advisors||$540.00||3/31/2019||PR should get a needed bump from the successful major PGA televised event. Well just extended their sponsorship for five years||Request info...|
|37||The BlackStone Group||$512.00||3/31/2019||Blackstone Group sues RCS owner||Request info...|
|38||Pictet||$486.10||12/31/2018||Nocolas Pictet expected to retire||Request info...|
|39||Federated Investors||$484.90||3/31/2019||Buys PNC Capitial Advisors||Request info...|
|40||AVIVA||$481.00||12/31/2018||Maurice Tulloch as new CEO||Request info...|
|41||Morgan Stanley||$480.00||3/31/2019||To shut down Russian business locations||Request info...|
|42||Manulife Asset Mgmt||$477.00||12/31/2018||Reports record high Hong Kong results||Request info...|
|43||Credit Sussie||$476.40||3/31/2019||To pay $5.3 billon in fines over fraud to the "US Justice Department."||Request info...|
|44||MFS Investment Management||$472.90||3/31/2019||To acquire Solium Capital announced on 2/15/19||Request info...|
|45||Nomura Asset Management||$470.00||3/31/2019||Nomura to start paying on merit replacing age based compensation - 1/8/19. Layoffs pending in 2019||Request info...|
|46||Columbia Threadneedle||$459.00||3/31/2019||Commits to sponsor Boston Marathon through 2023||Request info...|
|47||Northern Trust||$456.00||3/31/2019||Q1 AUM is back up from Q4 fall||Request info...|
|48||Sun Life Global Investments||$451.00||12/31/2018||Oil prices and CAD $ exchange rates hurt results||Request info...|
|49||BNP Paribas||$446.81||12/31/2018||Sponsorship with Womens Tennis||Request info...|
|50||Eaton Vance Distributors||$444.70||2/26/2019||"To try ETFs - again"||Request info...|
|51||Julius Baer Securities||$374.90||12/31/2018||2% job cuts in 2019||Request info...|
|52||Aegon||$361.00||12/31/2018||Former Chairman, Jaap Peters, has passed||Request info...|
|53||Janus Henderson Group||$352.30||3/31/2019||Q1 AUM is back up from Q4 dip||Request info...|
|54||SEI Investments||$332.00||3/31/2019||3/31/19 stock buy back||Request info...|
|55||Neuberger Berman||$323.00||3/31/2019||Request info...|
|56||Barings||$317.00||3/31/2019||Plan announced to help the homeless via partnership||Request info...|
|57||Dodge & Cox||$314.00||9/30/2018||Request info...|
|58||Guggenheim Partners||$265.00||3/31/2019||Completes merger with Millstein & Co||Request info...|
|59||Loomis Sayles & Co||$263.50||3/31/2019||Affiliated with Natixis Global||Request info...|
|60||Frank Russell Investments||$261.20||12/31/2018||Peter Gunning is confirmed at Chief Investment Officer||Request info...|
|61||New York Life/Mainstay||$252.00||3/31/2019||Senior leadership changes in progress||Request info...|
|62||BMO Global Asset Group||$240.00||9/30/2018||Kristi Mitchem is new CEO as of 3/18/19||Request info...|
|63||Lazard Mgmt. Group||$234.40||3/31/2019||Wins Lipper award||Request info...|
|64||Oppenheimer Funds||$234.00||4/30/2019||Being purchased by Invesco - announced 10/18/18 - to close in Q2||Request info...|
|65||Bridgewater||$234.00||3/31/2019||Co-CEO expected to become new CEO at Well Fargo||Request info...|
|66||BrightSphere||$222.30||3/31/2019||Funding $240K in teaching grants||Request info...|
|67||Carlyle Group||$222.00||3/31/2019||AUM up two quarters in a row||Request info...|
|68||Voya (ING)||$201.00||12/31/2018||AUM loss slows in Q1||Request info...|
|69||TCW Group||$200.00||3/31/2019||Nippon Life buys 25% stake in TCW||Request info...|
|70||Apollo Management||$192.30||12/31/2018||Switching from a partnership to a corporation to help investor liquidity||Request info...|
|71||Robeco/ORIX||$181.20||3/31/2019||Part of AXA||Request info...|
|72||Putnam Investments||$171.00||3/31/2019||Shep Perkins in the new Chief Investment Officer||Request info...|
|73||IGM Financial||$164.00||4/30/2019||Purchased MacKenzie||Request info...|
|74||Lord Abbett & Co||$162.40||3/31/2019||New managing partner||Request info...|
|75||American Century Investments||$159.00||3/29/2019||Nomura buys 40%||Request info...|
|76||Conning||$141.00||3/31/2019||Conning Completes Strategic Investment in Global Evolution||Request info...|
|77||Ares Management||$137.00||3/31/2019||Ares Management announces acquisition Of three Texas wind farms||Request info...|
|78||Raymond James||$134.90||12/31/2018||To expand into Canada||Request info...|
|79||Doubleline||$130.00||3/31/2019||AUM increase||Request info...|
|80||OakTree||$119.00||3/31/2019||Brookfield to aquire 62% of Oaktree||Request info...|
|81||Harris Associates||$118.00||3/31/2019||Susidary of Natixis||Request info...|
|82||The Hartford||$117.30||3/31/2019||Named "2019 Military Friendly Employer"||Request info...|
|83||MAN Group||$112.30||3/31/2019||Better Q1 - "Due to alternative strategic investments," per new CEO||Request info...|
|84||Artisan Partners Financial||$107.80||3/31/2019||AUM back in the right direction||Request info...|
|85||Virtus Investment Partners||$107.00||3/31/2019||Buys Sustainable Growth Advisors||Request info...|
|86||LPL Financial||$105.00||12/31/2018||"Buying Strategic Financial" - 2/15/19||Request info...|
|87||TPG Capital||$104.00||3/31/2019||Bought stake in Rodan and Fields||Request info...|
|88||US Bancorp||$86.00||3/31/2019||Good AUM growth in Q1||Request info...|
|89||Oakmark Funds||$75.10||3/31/2019||Nice increaes in AUM in Q1||Request info...|
|90||Stifel Financial Corp||$71.50||12/10/2018||Completes acquisition of NewStar Financial||Request info...|
|91||William Blair Funds||$61.60||12/10/2018||Request info...|
|92||Victory Capital||$58.10||3/31/2019||Purchase of USAA Investment Management on track to close||Request info...|
|93||Quilter (was Old Mutual)||$57.52||3/31/2019||38% inflow drop in 2018||Request info...|
|94||Causeway Capital Management||$57.00||2/14/2019||"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018||Request info...|
|95||GAM Investors||$55.00||12/31/2018||Changed brand from Gabelli Investors||Request info...|
|96||Sterling Capital||$52.00||3/31/2019||Small loss in AUM in Q1, but it was the first quarterly AUM loss in many years||Request info...|
|97||Thornburg Asset Management||$49.40||3/31/2019||Wins Lipper award||Request info...|
|98||Robert W Baird & Co||$47.00||3/31/2019||Had increase in Q4 2018 AUM with is better than industry average among peers - great folks at the Davidson, NC office||Request info...|
|99||Fortress||$39.90||2/14/2019||Purchased by Softbank||Request info...|
|100||Cerberus Capital Management||$39.00||3/31/2019||Completes acquisition of Sparton Corp. Buys Navistar Defence||Request info...|
|102||AGF Management Limited||$37.20||3/31/2019||McCredie to CEO||Request info...|
|104||Waddell & Reed||$31.70||3/31/2019||9% AUM increase in Q1||Request info...|
|105||Matthews Asia Funds||$30.90||3/31/2019||Request info...|
|106||Davis Select Advisers||$26.80||3/29/2019||Request info...|
|107||Manning & Napier||$21.10||3/31/2019||Request info...|
|108||Reams Asset Mgmt||$20.20||3/31/2019||Purchased by Raymond James||Request info...|
|109||Touchstone Investments||$18.00||5/1/2019||Owned by Western Southern||Request info...|
|110||Pacific Global Asset Management||$16.00||2/16/2019||Part of Pacific Life||Request info...|
|111||Glenmede Investment Management||$15.90||3/31/2019||Request info...|
|112||Dyal Capital Partners||$15.70||3/31/2019||Minority investment in Dyal Capitial||Request info...|
|113||Mercer Advisors||$15.00||3/20/2019||Buying Confluence Advisors||Request info...|
|114||Brown Brothers Harriman||$14.30||2/14/2019||To acquire part of Strategic Logistics||Request info...|
|115||Ariel Investments||$13.00||3/31/2019||Request info...|
|116||Royce Funds||$12.80||12/31/2018||Request info...|
|117||Impax Asset Group||$12.30||4/8/2019||AUM up 15% in Q1||Request info...|
|118||Avenue Capital Management||$9.80||2/28/2019||Considering purchase of Arcil||Request info...|
|119||Kelso & Company||$9.30||4/26/2019||To buy majority interest in Newport Group||Request info...|
|120||Tricon||$5.70||3/31/2019||Specializes in Real Estate Investments. 23% increase due to 3rd party assets||Request info...|
|121||FIS Group||$5.60||4/30/2019||To purchase "equal sized" Piedmont Investment Advisors||Request info...|
|122||Saturna Capital||$3.50||12/31/2018||Stable AUM||Request info...|
|123||Westchester Capital||$3.50||9/30/2018||Buys Westinghouse Air Break Technology Corp||Request info...|
|124||Tweedy Browne Co||$3.20||9/30/2018||Request info...|
|125||Emerald||$2.50||4/30/2019||1251 Capital Group to buy Emerald||Request info...|
|126||Z Capital Group||$2.50||2/11/2019||Buys Techniks Tool Group||Request info...|
|127||Heartland Advisors||$2.00||3/6/2019||Request info...|
|128||Sterne Agee (SA Stone)||$1.40||5/1/2019||Brand change from Sterne Agee to SA Stone. Outstanding Kannapolis/Cornelius Team||Request info...|
|129||Lafayette Investments||$0.40||3/29/2019||Buys Ryanair Holdings||Request info...|
|- - Click for All Companies >>>||Request info...|
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Why Is This Investing Site Important?
- We help Mutual Fund Investors
- Smart Investors diversify their portfolios
- Savvy Investors diversify their mutual fund companies
- Wise & Efficient Investors use two or three investment companies at one time and upgrade one every year or so. Just like an NFL roster, you keep upgrading your investment teams. Research the top 100 mutual fund companies with just a few clicks and (scroll down for the full directory) See the 9-minute video for the details.
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- This data is from press releases and web news. It is incumbent on investors to look at many sources of information before making any decisions.
- Investment Company Data Updated: 5/8/19
Other Reasons to Diversify to Multiple Companies
You diversify your portfolio already to reduce risk. So in times of uncertainty like these, why not diversify your holding into another mutual fund company or two? Unless you are 100% satisfied with your mutual fund provider or are related to your broker, it makes sense to have a secondary mutual fund provider. Why?
- If your favorite broker leaves, the trusted and accurate investment advice drops noticeably all of the sudden or the level of customer service drops, you want to have one or two secondary companies already in place to move your money to maximize your return and safety.
- Make your companies compete so you win. I think it’s better to pit two or three companies against each other. Let them know you are doing it. Then at the end of the year, let them all know the results. The competition will make them work harder for you. The ones that don’t work hard will speak volumes. Having a company you are paying that is not working as hard as possible for you is not a company you want to trust with your financial life and future lifestyle.
- The profit margins in the mutual fund industry are large. Many companies out there are hungry for new business, and you can get some deals. After all, it’s about increasing your wealth to protect your lifestyle and the security of your family.
- Finally, hopefully, there will never be a Berny Madoff situation, but are you willing to bet your and your family’s financial life on that? It only takes one or two very smart bad apples behind the scenes to ruin people’s lives forever. Another reason to diversify.
- See the 10-minute video above for more details
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The Private Investor Issue
- Why? | Currently, how do you know you have the most productive investment company for your situation?
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- Investing Strategy Tip – Recommend using 2 or 3 mutual fund companies at any one time to create competition for your investing business – Could be a smart investing business move for many
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Why Mutual Funds?
Like in Vegas, you and most people can hit it big now and then. However, the Fund Managers have such an advantage in information, key contacts and vast resources over individual investors it’s not even close. Also, like in Vegas, your best odds are 48.5%. In other words, Since they are not even 50%, you lose over time and the house always wins. Mutual Funds even the playing field for the individual investor in two ways:
1. They spread your micro-economic risk by spreading your investment over many stocks so if one tanks your overall investment is not devastated and
2. You let the Fund Manager work for you instead of against you.
This greatly simplifies your job as an individual investor. Now you only have to pick the segment of the global economy that you think will be improving then your mutual fund company, and the fund to meet your goals. So you need to decide if the growth areas will be:
Small Cap, Mid Cap, Large Cap, Bonds, Far East, Pacific Rim, China, Europe, South America, Hi-Tech, High Beta, Utilities, High-Grade Investment Bonds, Junk Bonds, …….
And what mix of each? You don’t need to be keeping tabs on the latest lawsuit of XYZ’s consumer division or another company’s inventory level. Let the Fund Managers do that part. They can do it better than you. That’s the benefit of investing in mutual fund companies.
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