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Mutual Fund Directory | 2018

Top 100 Mutual Fund Companies Ranked by AUM

See where your investment companies rank today
#1 ranked Mutual Fund Directory for the past five years in Google

Data Updated: 11/1/18 

“Scroll Down” for the full 100+ ranked directory list below with info request buttons

New!!! | See the latest news below on the Top 100 Investment Companies

 

Ranked by
AUM
on 10/29/2018
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$6,444.09/30/2018Purchasing CartesianRequest info...
2Vanguard$4,829.05/10/2018Expanding EFG fundsRequest info...
3Charles Schwab$3,520.09/16/2018Moody's upgrade to "positive"Request info...
4State Street Global Advisors$2,810.09/30/2018Buys Charles River Dev.Request info...
5Fidelity Investments$2,560.03/31/2018Won 14 Lipper AwardsRequest info...
6JP Morgan$2,077.09/30/2018Upgrades Apple to a buyRequest info...
7PIMCO$1,970.06/30/2018Sees 55% of global slowdown in 2 yrsRequest info...
8BNY Mellon (Dreyfus)$1,800.06/30/2018Increases Prime rate to 5.25%Request info...
9Amundi Asset Mgmt$1,685.010/25/2018Purchased Pioneer on 6/22/17Request info...
10Capital Group$1,600.06/30/2018Am Funds Morningstar awardRequest info...
11Prudential Investments$1,400.09/30/2018AUM is growing at a high rateRequest info...
12Legal & General Investments$1,280.08/9/2018Wins AREF awardRequest info...
13Northern Trust$1,149.07/18/2018Prime rate up to 5.25% on 9/27/18Request info...
14BofA Merrill Lynch$1,080.09/30/2018Moving 125k Jobs to Ireland because of Brexit
15T Rowe Price$1,080.09/30/2018Targeting Schwab customersRequest info...
16Wellington Management$1,000.09/30/2018Request info...
17Edward Jones$1,000.06/30/2018JD Power Satisfaction awardRequest info...
18TD Ameritrade$1,000.010/17/2017Buying Scott TradeRequest info...
19Sun Life Global Investments$986.06/30/2018Acquires Maxwell HealthRequest info...
20Natixis Global Associates$985.48/3/2018Request info...

21Invesco$980.910/18/2018Acquiring Source (ETFs)Request info...
22TIAA$973.09/30/2018purchased NuveenRequest info...
23Ameriprise Financial$913.49/30/20185M meals to families in needRequest info...
24Affiliated Managers Group (AMG)$829.69/30/2018Purchased Ashton FundsRequest info...
25UBS$817.49/30/2018Racks major cities of RE bubble riskRequest info...
26AXA$807.16/30/2018New Chief Risk OfficerRequest info...
27Goldman Sachs Asset Management$794.03/31/2018Changes due to Fed's Stress Test results, per NYTRequest info...
28Deutsche Asset Management$784.86/30/2018NEW ESG US fundRequest info...
29Legg Mason$755.49/30/2018Steady rise in AUM in 2018Request info...
30Morgan Stanley$747.06/30/2018Changes due to Fed's Stress Test results, per NYTRequest info...
31Standard Life Aberdeen (UK)$732.76/30/20182018 Better Society AwardsRequest info...
32Nomura Asset Management$732.06/30/2018Buys stake in Julius Baer to serve JapanRequest info...
33Franklin Templeton$717.19/30/2018Expands emerging markets equity teamRequest info...
34Insight Investors$701.03/31/2018Part of BYN MellonRequest info...
35Principal Financial Group$668.09/30/2018Buys PnB Asset Mgmt in India
36Dimensional Fund Advisers$636.64/4/2018Request info...
37MetLife$587.36/30/2018Working mothers - top 100 places to workRequest info...
38Alliance Bernstein$551.08/30/2018Moving 1,000 jobs to NashvilleRequest info...
39Wells Fargo Advisors$540.03/30/2018Successful Fed "stress test"Request info...
40Pictet$509.02/7/2018Expands services to SingaporeRequest info...
41MFS Investment Management$485.09/30/2018AUM is increasing in Q3Request info...
42Columbia Management$469.06/30/2018Three Lipper Fund awardsRequest info...
43Eaton Vance Distributors$454.09/30/2018Earnings surge by 10% - beat expectationsRequest info...
44AVIVA$451.09/30/2018Completes share buyback programRequest info...
45Julius Baer Securities$445.36/30/2018Nomura buys 40% in JB to help with Japan marketRequest info...
46The BlackStone Group$438.09/30/2018Bidding on Japanese Real EstateRequest info...
47BNP Paribas$435.07/17/2018Buys ABN AMRO BankRequest info...
48Credit Susie$410.03/31/2018Lyft's underwriting: Credit Sussie vs. JP MorganRequest info...
49Federated Investors$392.27/27/2018Met Q2 estimatesRequest info...
50Manulife$392.06/30/2018New Chief Investment OfficerRequest info...
51Janus Henderson Group$370.16/30/2018Purchased Janus Capital (Denver)Request info...
52Janus Capital Group$370.06/30/2018Purchased by Janus Henderson Group (UK)Request info...
53SEI Investments$339.29/30/2018SEI to buy Archway Technologies 7/5/17Request info...
54RBC Global Wealth (CAN)$329.06/30/2018Canadian Fund provider of the yearRequest info...
55Dodge & Cox$314.03/31/2018Request info...
56Aegon$311.93/31/2018Chief Digital Officer resignsRequest info...
57Baring Capital Management$300.09/30/2018Purchased Babson CapitalRequest info...
58Apollo Management$270.29/30/2018To acquire part of OneMain HoldingsRequest info...
59BMO Global Asset Group$260.03/31/2018Request info...
60Oppenheimer Funds$246.09/30/2018Named a best places to work with disabilitiesRequest info...
61Neuberger Berman$245.26/30/2018Deeper commitment to China 4/1/17Request info...
62New York Life Investments$242.06/30/2018Donates $300k to Florence ReliefRequest info...
63Frank Russell Investments$237.39/30/2018Owned by Northwestern MutualRequest info...
64BrightSphere$234.36/30/2018OMAM rebrands as BrightSphereRequest info...
65Lizard Mgmt Group$226.13/31/2018Request info...
66Carlyle Group$212.09/30/2018Buys Abacus in East AfricaRequest info...
67Voya (ING)$210.09/30/2018Re-certified as a "Great Place to Work"Request info...
68Guggenheim Partners$207.09/30/2018Completes purchase of Millstein & CoRequest info...
69Merrill Lynch (part of BofA)$200.09/11/201854% increase in 3 yearsRequest info...
70TCW Group$198.09/30/2018Nippon Life buys 25% stake in TCWRequest info...
71Robeco/ORIX$189.06/30/2018Request info...
72American Century Investments$179.03/6/2018Nomura buys 40%Request info...
73Putnam Investments$175.07/31/2018Moves HQ to BostonRequest info...
74Lord Abbett & Co$169.39/30/2018New managing partnerRequest info...
75IGM Financial$160.09/30/2018Purchased MackenzieRequest info...
76IGM Financial$159.16/30/2018Request info...
77USAA Investment Management$151.37/23/2018Bank voted most reputable in USRequest info...
78Conning$138.86/30/2018Purchased Global EvolutionRequest info...
79Raymond James$135.59/30/2018Request info...
80Mainstay Capital/NY Life$131.03/31/2018Owned by New York LifeRequest info...
81OakTree$123.59/30/2018Slight increase in AUMRequest info...
82Doubleline$123.09/30/2018Request info...
83Ares Management$121.09/30/2018Announces purchase of Paradigm Energy Partners AssetsRequest info...
84Artisan Partners Financial$117.48/31/2018Morningstar - 2 Gold Rated FundsRequest info...
85LPL Financial$117.03/31/2018Has become a major employer in the Charlotte areaRequest info...
86The Hartford$115.43/31/2018Named "2019 Military Friendly Employer"Request info...
87MAN Group$114.19/30/2018Request info...
88First Eagle Investment Management Completes acquisition of NewStar Financial$111.09/30/2018Completes acquisition of NewStar FinancialRequest info...
89Virtus Investment Partners$105.69/30/2018Buys Sustainable Growth AdvisorsRequest info...
90TPG Capital$98.08/16/2018Highest bidder in Sonatype acquisitionRequest info...
91Oakmark Funds$93.79/30/2018Wins two Lipper AwardsRequest info...
92Ivy Funds$80.03/31/2018Purchased by Waddel ReedRequest info...
93Waddell & Reed$79.59/30/2018More Top Mgmt changesRequest info...
94US Bancorp$79.09/30/2018Fiserv to buy ATM/debt servicesRequest info...
95Victory Capital$63.69/30/2018To acquire Harvest Volatility MgmtRequest info...
96William Blair Funds$61.66/30/2018Wins 2017 mid-market investment bank of the yearRequest info...
97Sterling Capital$58.09/30/2018Steady growth over several years - Owned by BB&TRequest info...
98Quilter (was Old Mutual)$56.99/30/2018Name changeRequest info...
99Cerberus Capital Management$50.06/30/2018To acquire Subsea CommunicationsRequest info...
100Thornburg Asset Management$49.44/3/2018Request info...
101Robert W Baird & Co$46.09/30/2018I recommend the Cornelius, NC office teamRequest info...
102Fortress$41.46/30/2018Purchased by SoftbankRequest info...
103Gabelli Investors$39.69/30/2018Reports record Q2 earningsRequest info...
104Och-Ziff$38.09/1/2018Request info...
105Pacific Global Asset Management$36.27/17/2018Part of Pacific LifeRequest info...
106Matthews Asia Funds$33.87/31/2018Request info...
107Brown Brothers Harriman$31.49/30/2018To acquire part of Strategic LogisticsRequest info...
108AGF Management Limited$29.26/30/2018McCredie to CEORequest info...
109Davis Select Advisers$26.83/31/2018Request info...
110Manning & Napier$23.19/30/2018Request info...
111Reams Asset Mgmt$20.69/30/2018Purchased by Raymond JamesRequest info...
112Sterne Agee (SA Stone)$20.03/31/2018Outstanding Kannapolis/Cornelius TeamRequest info...
113Glenmede Investment Management$18.16/30/2018Request info...
114Touchstone Investments$18.03/31/2018Buying Sentinel's assetsRequest info...
115Royce Funds$17.412/31/2017Request info...
116Impax Asset Group$15.26/30/2018Request info...
117Dyal Capital Partners$14.09/30/2018Owned by Neuberger BermanRequest info...
118Mercer Advisors$12.03/31/2018Expands in Southeast with acquisitionsRequest info...
119Avenue Capital Management$10.19/30/2018Considering purchase of ArcilRequest info...
120Kelso & Company$9.34/26/2018To buy majority interest in Newport GroupRequest info...
121Ariel Investments$8.98/10/2018Request info...
122FIS Group$5.64/30/2018To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
123Emerald$5.69/30/2018Request info...
124Tricon$5.69/30/2018Request info...
125New Star Financial$4.79/30/2018Request info...
126Saturna Capital$3.23/31/2018Request info...
127Tweedy Browne Co$3.26/30/2018Request info...
128Westchester Capital$2.89/5/2018Request info...
129Z Capital Group$2.37/9/2018Kirschbaum as new COORequest info...
130Heartland Advisors$1.73/19/2018Request info...
131Cornerstone Capital Group$1.03/31/2018Supports climate related disclosuresRequest info...
132Lafayette Investments$0.43/26/2018New SEC complaint on 9/2018Request info...
- - Click for All Companies >>>Request info...
Other developments
Nuveen Investments(purchased by TIAA)
Aston Funds(purchased by AMG)
RS Investments(purchased by Victory Cap)
Calvert Funds(purchased by Eaton Vance)
Pioneer Investments(purchased by Amundi)
Estancia(purchased by Vitrus)
Reams Asset Mgmt(purchased by Raymond James)
Scout Investments(purchased by Raymond James)

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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: 11/1/18

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 11/1/18
“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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* Note: Best efforts were used to provide you with accurate and the most recent information. The sources were company press releases and other web-based information. Conflicting company or unclear information was omitted including entire company information for the sake of accuracy. Hence this list is currently not 100% complete.  Investors, please use your due diligence from all sources before making a financial decision including reading any prospectuses. Any Securities Company PR updates, corrections, additions or advertising requests can be sent to mike@mutualfundmarketingservices.com.This site promotes and encourages FINRA compliance. All FINRA requirements are solely the responsibility of the Securities Company and their FINRA officer and not the Webmaster of this site or MFMS.
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