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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

 

 

Ranked by
AUM
on 5/8/2019
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$6,515.003/31/2019AUM falls by nearly 1/2 trillion $ in Q4 2018 - But still #1Request info...
2Vanguard$5,200.001/31/2019Founder, John Clifton Bogle, passesRequest info...
3Charles Schwab$4,000.003/31/2019Income nearly $1 B in Q1Request info...
4State Street Global Advisors$2,511.0012/31/2018To layoff 1,300 via automation efficences in 2019Request info...
5Fidelity Investments$2,459.003/31/2019To offer crypto currency in five yearsRequest info...
6JP Morgan$2,100.003/31/2019Layoff in 2019Request info...
7BNY Mellon (Dreyfus)$1,800.003/31/20191% downsizingRequest info...
8PIMCO$1,760.003/31/2019College scandal hits PIMCO executiveRequest info...
9Amundi Asset Mgmt$1,600.003/31/2019Steady AUM in Q1Request info...
10Capital Group$1,600.0012/3/2018Fund wins Lipper AwardRequest info...
11Prudential Investments$1,400.005/1/2019Finds opportunites in BREXIT changeRequest info...
12Legal & General Investments$1,311.003/31/2019$44.6M pounds in funds for homelessRequest info...
13TD Ameritrade$1,297.0010/17/2018Q4 or Q1 data?Request info...
14BofA Merrill Lynch$1,130.003/31/2019Merrill is trying flat salary with bonus compensation strategy
15T Rowe Price$1,080.003/31/2019To close 40% of Tampa officeRequest info...
16Wellington Management$1,000.0012/31/2018Focuses on climate change issues for giving and PRRequest info...
17TIAA$970.0012/31/2018Near stable AUMRequest info...
18Invesco$954.803/31/2019AUM is upRequest info...
19Natixis Global Associates$917.1012/31/2018Request info...

20Edward Jones$914.003/31/2019Former employee to get $2M in settlement from FINRARequest info...
21UBS$824.003/31/2019Request info...
22Ameriprise Financial$823.0012/31/2018Vilferdi joins Amerprise - EPS is upRequest info...
23Deutsche Asset Management$811.002/17/2019Nicolas Moreau steps downRequest info...
24Insight Investors$790.7012/31/2018Part of BYN MellonRequest info...
25Goldman Sachs Asset Management$781.003/31/2018David 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...
26Legg Mason$758.003/31/2019Layoffs may be avoided since AUM is upRequest info...
27Affiliated Managers Group (AMG)$744.003/31/2019Jay Horgen is the new CEO at AMGRequest info...
28RBC Global Wealth (CAN)$742.0012/31/2018Request info...
29AXA$714.603/31/2019Request info...
30Franklin Templeton$712.303/31/2019To cut workforce by 5%Request info...
31Principal Financial Group$675.403/31/2019Warns of more job cuts
32Standard Life Aberdeen (UK)$641.0012/31/2018AUM drops 10% in 2018Request info...
33MetLife$589.0012/31/2018New agreement with Brighthouse FinancialRequest info...
34Dimensional Fund Advisers$576.003/31/2019To move HQ from NY to Austin to save moneyRequest info...
35Alliance Bernstein$555.003/31/2019To move HQ from Boston to Nashville for cost cutting reasonsRequest info...
36Wells Fargo Advisors$540.003/31/2019PR should get a needed bump from the successful major PGA televised event. Well just extended their sponsorship for five yearsRequest info...
37The BlackStone Group$512.003/31/2019Blackstone Group sues RCS ownerRequest info...
38Pictet$486.1012/31/2018Nocolas Pictet expected to retireRequest info...
39Federated Investors$484.903/31/2019Buys PNC Capitial AdvisorsRequest info...
40AVIVA$481.0012/31/2018Maurice Tulloch as new CEORequest info...
41Morgan Stanley$480.003/31/2019To shut down Russian business locationsRequest info...
42Manulife Asset Mgmt$477.0012/31/2018Reports record high Hong Kong resultsRequest info...
43Credit Sussie$476.403/31/2019To pay $5.3 billon in fines over fraud to the "US Justice Department." Request info...
44MFS Investment Management$472.903/31/2019To acquire Solium Capital announced on 2/15/19Request info...
45Nomura Asset Management$470.003/31/2019Nomura to start paying on merit replacing age based compensation - 1/8/19. Layoffs pending in 2019Request info...
46Columbia Threadneedle$459.003/31/2019Commits to sponsor Boston Marathon through 2023Request info...
47Northern Trust$456.003/31/2019Q1 AUM is back up from Q4 fallRequest info...
48Sun Life Global Investments$451.0012/31/2018Oil prices and CAD $ exchange rates hurt resultsRequest info...
49BNP Paribas$446.8112/31/2018Sponsorship with Womens TennisRequest info...
50Eaton Vance Distributors$444.702/26/2019"To try ETFs - again"Request info...
51Julius Baer Securities$374.9012/31/20182% job cuts in 2019Request info...
52Aegon$361.0012/31/2018Former Chairman, Jaap Peters, has passedRequest info...
53Janus Henderson Group$352.303/31/2019Q1 AUM is back up from Q4 dipRequest info...
54SEI Investments$332.003/31/20193/31/19 stock buy backRequest info...
55Neuberger Berman$323.003/31/2019Request info...
56Barings$317.003/31/2019Plan announced to help the homeless via partnershipRequest info...
57Dodge & Cox$314.009/30/2018Request info...
58Guggenheim Partners$265.003/31/2019Completes merger with Millstein & CoRequest info...
59Loomis Sayles & Co$263.503/31/2019Affiliated with Natixis GlobalRequest info...
60Frank Russell Investments$261.2012/31/2018Peter Gunning is confirmed at Chief Investment OfficerRequest info...
61New York Life/Mainstay$252.003/31/2019Senior leadership changes in progressRequest info...
62BMO Global Asset Group$240.009/30/2018Kristi Mitchem is new CEO as of 3/18/19Request info...
63Lazard Mgmt. Group$234.403/31/2019Wins Lipper awardRequest info...
64Oppenheimer Funds$234.004/30/2019Being purchased by Invesco - announced 10/18/18 - to close in Q2Request info...
65Bridgewater$234.003/31/2019Co-CEO expected to become new CEO at Well FargoRequest info...
66BrightSphere$222.303/31/2019Funding $240K in teaching grantsRequest info...
67Carlyle Group$222.003/31/2019AUM up two quarters in a rowRequest info...
68Voya (ING)$201.0012/31/2018AUM loss slows in Q1Request info...
69TCW Group$200.003/31/2019Nippon Life buys 25% stake in TCWRequest info...
70Apollo Management$192.3012/31/2018Switching from a partnership to a corporation to help investor liquidityRequest info...
71Robeco/ORIX$181.203/31/2019Part of AXARequest info...
72Putnam Investments$171.003/31/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73IGM Financial$164.004/30/2019Purchased MacKenzieRequest info...
74Lord Abbett & Co$162.403/31/2019New managing partnerRequest info...
75American Century Investments$159.003/29/2019Nomura buys 40%Request info...
76Conning$141.003/31/2019Conning Completes Strategic Investment in Global EvolutionRequest info...
77Ares Management$137.003/31/2019Ares Management announces acquisition Of three Texas wind farmsRequest info...
78Raymond James$134.9012/31/2018To expand into CanadaRequest info...
79Doubleline$130.003/31/2019AUM increaseRequest info...
80OakTree$119.003/31/2019Brookfield to aquire 62% of OaktreeRequest info...
81Harris Associates$118.003/31/2019Susidary of NatixisRequest info...
82The Hartford$117.303/31/2019Named "2019 Military Friendly Employer" Request info...
83MAN Group$112.303/31/2019Better Q1 - "Due to alternative strategic investments," per new CEORequest info...
84Artisan Partners Financial$107.803/31/2019AUM back in the right directionRequest info...
85Virtus Investment Partners$107.003/31/2019Buys Sustainable Growth AdvisorsRequest info...
86LPL Financial$105.0012/31/2018"Buying Strategic Financial" - 2/15/19Request info...
87TPG Capital$104.003/31/2019Bought stake in Rodan and FieldsRequest info...
88US Bancorp$86.003/31/2019Good AUM growth in Q1Request info...
89Oakmark Funds$75.103/31/2019Nice increaes in AUM in Q1Request info...
90Stifel Financial Corp$71.5012/10/2018Completes acquisition of NewStar FinancialRequest info...
91William Blair Funds$61.6012/10/2018Request info...
92Victory Capital$58.103/31/2019Purchase of USAA Investment Management on track to closeRequest info...
93Quilter (was Old Mutual)$57.523/31/201938% inflow drop in 2018Request info...
94Causeway Capital Management$57.002/14/2019"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
95GAM Investors$55.0012/31/2018Changed brand from Gabelli InvestorsRequest info...
96Sterling Capital$52.003/31/2019Small loss in AUM in Q1, but it was the first quarterly AUM loss in many yearsRequest info...
97Thornburg Asset Management$49.403/31/2019Wins Lipper awardRequest info...
98Robert W Baird & Co$47.003/31/2019Had increase in Q4 2018 AUM with is better than industry average among peers - great folks at the Davidson, NC officeRequest info...
99Fortress$39.902/14/2019Purchased by SoftbankRequest info...
100Cerberus Capital Management$39.003/31/2019Completes acquisition of Sparton Corp. Buys Navistar DefenceRequest info...
101Pzena$38.904/20/2019Request info...
102AGF Management Limited$37.203/31/2019McCredie to CEORequest info...
103Och-Ziff$33.133/1/2019Request info...
104Waddell & Reed$31.703/31/20199% AUM increase in Q1Request info...
105Matthews Asia Funds$30.903/31/2019Request info...
106Davis Select Advisers$26.803/29/2019Request info...
107Manning & Napier$21.103/31/2019Request info...
108Reams Asset Mgmt$20.203/31/2019Purchased by Raymond JamesRequest info...
109Touchstone Investments$18.005/1/2019Owned by Western SouthernRequest info...
110Pacific Global Asset Management$16.002/16/2019Part of Pacific LifeRequest info...
111Glenmede Investment Management$15.903/31/2019Request info...
112Dyal Capital Partners$15.703/31/2019Minority investment in Dyal CapitialRequest info...
113Mercer Advisors$15.003/20/2019Buying Confluence AdvisorsRequest info...
114Brown Brothers Harriman$14.302/14/2019To acquire part of Strategic LogisticsRequest info...
115Ariel Investments$13.003/31/2019Request info...
116Royce Funds$12.8012/31/2018Request info...
117Impax Asset Group$12.304/8/2019AUM up 15% in Q1Request info...
118Avenue Capital Management$9.802/28/2019Considering purchase of ArcilRequest info...
119Kelso & Company$9.304/26/2019To buy majority interest in Newport GroupRequest info...
120Tricon$5.703/31/2019Specializes in Real Estate Investments. 23% increase due to 3rd party assetsRequest info...
121FIS Group$5.604/30/2019To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
122Saturna Capital$3.5012/31/2018Stable AUMRequest info...
123Westchester Capital$3.509/30/2018Buys Westinghouse Air Break Technology CorpRequest info...
124Tweedy Browne Co$3.209/30/2018Request info...
125Emerald$2.504/30/20191251 Capital Group to buy EmeraldRequest info...
126Z Capital Group$2.502/11/2019Buys Techniks Tool GroupRequest info...
127Heartland Advisors$2.003/6/2019Request info...
128Sterne Agee (SA Stone)$1.405/1/2019Brand change from Sterne Agee to SA Stone. Outstanding Kannapolis/Cornelius TeamRequest info...
129Lafayette Investments$0.403/29/2019Buys Ryanair HoldingsRequest info...
- - Click for All Companies >>>Request info...

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If I missed your Investment Company, contact me so I can include your firm in the next ranking.

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  1. Click on as many of the “logos” or “request info…” buttons  as you wish. (free)
  2.  You choose how you want to be contacted. Literature by mail | email | phone contact.
  3. Then repeat to select the additional companies you want on your short list. That’s it.

 

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.
  • Our Investor Tip/Recommendation:  Consider using two or three investment companies all the time. We show you how and make it easier for you.
  • 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 custoInvesting in 2013mer 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

Golden Rule Investor Tactic Video

  • Actionable Tips on How to Manage Your Investmentt Companies
  • 10-minutes
  • Perfect for New Investors or reminders for seasoned traders

 

The Private Investor Issue

  • Why? | Currently, how do you know you have the most productive investment company for your situation?
  • The Answer | The truth is you don’t know | It is impossible | You don’t know what you don’t know | The only way you will know is adding an investment company or two to compare or benchmark
  • That is the reason for this free website | Still ranked #1 in the world by Google as of 2/21/18
“I have been there | Don’t make the same retirement affecting expensive mistake” – Mike Dunn

 

(10-minute video but worth it)

Our Investor Value Proposition

  • 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
  • Lead, follow or get out of the way. Drop the underperforming company and keep upgrading your investment partners over time – That is just good business.
  • Use this site to help you gather “investing company information” with just a few clicks (This is NOT for an individual stock or investing information – that is your new professional investment advisor’s team’s job.)
  • See the 10-minutes tips video above for more details. Full of helpful success tips.

 

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. 2016 Mutual Fund CompaniesAlso, 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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