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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 8/2/19
#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 8/2/19
Company NameAUM (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$6,840.06/30/2019Bad Fossil fuel investment loss $5 BillionRequest info...
2Vanguard$5,200.01/31/2019Founder, John Clifton Bogle, passesRequest info...
3Charles Schwab$3,700.06/30/2019May buy USSA's investment business instead of Victory CapitalRequest info...
4State Street Global Advisors$2,810.03/31/2019To layoff 1,300 via automation efficiencies in 2019Request info...
5Fidelity Investments$2,459.03/31/2019To add billions in IT for workplace enhancements. To offer crypto currency in five yearsRequest info...
6JP Morgan$2,100.03/31/2019Layoff in 2019. Using AI to write interactive ad copy. FINRA issues?Request info...
7Capital Group$1,860.03/31/2019Fund wins Lipper AwardRequest info...
8BNY Mellon (Dreyfus)$1,800.03/31/2019KPMG fined for Mellon reports in UK.Request info...
9PIMCO$1,760.03/31/2019College scandal hits PIMCO executiveRequest info...
10Amundi Asset Mgmt$1,650.06/30/2019Hired Myerberg from Janus Henderson for fixed income group.Request info...
11Prudential Investments$1,400.05/1/2019Stock is still fallingRequest info...
12BofA Merrill Lynch$1,400.03/31/2019Merrill is trying flat salary with bonus compensation strategy. Crypto trading/mining gets former Merrill rep a 5K fine from FINRA
13Legal & General Investments$1,313.06/30/2019Buys Cardiff for 400 M poundsRequest info...
14TD Ameritrade$1,297.010/17/2018Q4, Q1, or Q2 data? No data makes people nervous.Request info...
15Invesco$1,159.35/31/201918% AUM increaseRequest info...
16T Rowe Price$1,070.06/30/2019To close 40% of Tampa officeRequest info...
17Sun Life Global Investments$1,011.03/31/2019Oil prices and CAD $ exchange rates hurt results. Reached $1T in AUM milestoneRequest info...
18Wellington Management$1,000.03/31/2019Focuses on climate change issues for giving and PRRequest info...
19Natixis Global Associates$998.43/31/2019Request info...

20TIAA$989.06/30/2019$450 M for TIAA Field in Jax, Fl. announcedRequest info...
21Loomis Sayles & Co$917.16/30/2019Affiliated with Natixis GlobalRequest info...
22Edward Jones$914.03/31/2019Former employee to get $2M in settlement from FINRARequest info...
23Ameriprise Financial$891.23/31/2019Vilferdi joins Ameriprise - EPS is upRequest info...
24Goldman Sachs Asset Management$874.54/30/2019David Solomon takes over on 1/1/19 amid Malaysia scandal. $100 IT trading investment to shave milliseconds on tradingRequest info...
25UBS$842.03/31/2019Looking for a merger/partner?Request info...
26Credit Sussie$811.06/30/2019To pay $5.3 billon in fines over fraud to the "US Justice Department." Request info...
27Insight Investors$806.43/31/2019Stock buy-back to support priceRequest info...
28Deutsche Asset Management$782.13/31/2019Nicolas Moreau steps downRequest info...
29Legg Mason$780.26/30/2019Layoffs may be avoided since AUM is upRequest info...
30RBC Global Wealth (CAN)$780.01/1/2019Request info...
31Affiliated Managers Group (AMG)$778.03/31/2019Jay Horgen is the new CEO at AMGRequest info...
32Franklin Templeton$732.54/30/2019To cut workforce by 5%. Starting agnostic ETF classRequest info...
33AXA$714.03/31/2019FINRA fines AXA $600KRequest info...
34Principal Financial Group$696.26/30/2019Good Q2
35Standard Life Aberdeen (UK)$675.03/31/2019AUM drops 10% in 2018Request info...
36BNP Paribas$632.06/30/2019Sponsorship with Women's TennisRequest info...
37MetLife$605.63/31/2019New agreement with Brighthouse Financial. Insurance business is upRequest info...
38Dimensional Fund Advisers$586.06/30/2019To move HQ from NY to Austin to save money.Request info...
39Alliance Bernstein$581.06/30/2019To move HQ from Boston to Nashville for cost cutting reasonsRequest info...
40The BlackStone Group$545.06/30/2019Blackstone Group sues RCS ownerRequest info...
41Federated Investors$502.26/30/2019Buys PNC Capital AdvisorsRequest info...
42MFS Investment Management$488.06/30/2019To acquire Solium Capital announced on 2/15/19Request info...
43Nomura Asset Management$482.03/31/2019Nomura to start paying on merit replacing age based compensation - 1/8/19. Layoffs pending in 2019Request info...
44Morgan Stanley$480.03/31/2019To shut down Russian business locationsRequest info...
45Wells Fargo Advisors$476.03/31/2019PR should get a needed bump from the successful major PGA televised event. Well just extended their sponsorship for five years. New brokerage presidentRequest info...
46Eaton Vance Distributors$469.94/30/2019"To try ETFs - again"Request info...
47Northern Trust$465.03/31/2019Ricky Fowler and Bubba Watson committed to Northern TrustRequest info...
48Columbia Threadneedle$459.03/31/2019Commits to sponsor Boston Marathon through 2023Request info...
49AVIVA$440.03/31/2019Maurice Tulloch as new CEORequest info...
50Julius Baer Securities$419.06/30/20192% job cuts in 2019Request info...
51Frank Russell Investments$400.03/31/2019Peter Gunning is confirmed at Chief Investment OfficerRequest info...
52Manulife Asset Mgmt$386.03/31/2019Reports record high Hong Kong resultsRequest info...
53Janus Henderson Group$359.86/30/2019Q1 AUM is back up from Q4 dipRequest info...
54SEI Investments$332.03/31/20193/31/19 stock buy backRequest info...
55Neuberger Berman$331.16/30/2019Request info...
56BMO Global Asset Group$320.01/23/2019Kristi Mitchem is new CEO as of 3/18/19Request info...
57Apollo Management$303.03/31/2019Switching from a partnership to a corporation to help investor liquidityRequest info...
58Barings$300.06/30/2019Reduced AUM in Q2Request info...
59Dodge & Cox$284.33/29/2019Request info...
60Guggenheim Partners$270.06/30/2019Completes merger with Millstein & CoRequest info...
61Stifel Financial Corp$270.012/31/2018Completes acquisition of NewStar FinancialRequest info...
62New York Life/Mainstay$255.06/30/2019Senior leadership changes in progressRequest info...
63Oppenheimer Funds$234.06/30/2019Being purchased by Invesco - announced 10/18/18 - to close in Q3Request info...
64Lazard Mgmt. Group$234.03/31/2019Wins Lipper awardRequest info...
65Pictet$230.03/31/2019Nocolas Pictet expected to retireRequest info...
66Carlyle Group$223.06/30/2019AUM up two quarters in a rowRequest info...
67BrightSphere$222.33/31/2019Funding $240K in teaching grantsRequest info...
68Voya (ING)$213.03/31/2019AUM is up in Q1Request info...
69TCW Group$205.06/30/2019Nippon Life buys 25% stake in TCWRequest info...
70Robeco/ORIX$198.83/31/2019Part of AXARequest info...
71Lord Abbett & Co$185.43/31/2019New managing partner. AUM is upRequest info...
72Putnam Investments$175.06/30/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73American Century Investments$170.03/31/2019Nomura buys 40%Request info...
74IGM Financial$162.06/30/2019Purchased MackenzieRequest info...
75Ares Management$142.06/30/2019Ares Management announces acquisition Of three Texas wind farmsRequest info...
76Doubleline$140.06/30/2019Another AUM increaseRequest info...
77GAM Investors$138.56/30/2019Changed brand from Gabelli InvestorsRequest info...
78Raymond James$138.53/31/2019To expand into CanadaRequest info...
79OakTree$118.03/31/2019Brookfield to acquire 62% of OaktreeRequest info...
80Harris Associates$117.06/30/2019Subsidiary of NatixisRequest info...
81Conning$117.03/31/2019Conning Completes Strategic Investment in Global EvolutionRequest info...
82The Hartford$117.03/31/2019Named "2019 Military Friendly Employer" Request info...
83MAN Group$114.46/30/2019Better Q1 - "Due to alternative strategic investments," per new CEORequest info...
84Artisan Partners Financial$113.86/30/2019AUM back in the right directionRequest info...
85LPL Financial$110.03/31/2019FINRA fines LPL rep $5k. Buying "Strategic Financial" - 2/15/19Request info...
86TPG Capital$108.06/30/2019Bought stake in Rodan and FieldsRequest info...
87Virtus Investment Partners$105.06/30/2019Buys Sustainable Growth AdvisorsRequest info...
88Aegon$97.03/31/2019Former Chairman, Jaap Peters, has passed. Interim CEORequest info...
89US Bancorp$89.06/30/2019Good AUM growth in Q1Request info...
90Oakmark Funds$73.16/30/2019Nice increase in AUM in Q1Request info...
91Waddell & Reed$68.66/30/20199% AUM increase in Q1Request info...
92Victory Capital$64.16/30/2019Purchase of USAA Investment Management on track to close. Update - Charles Schwab may now be in the bidding for USSA's investment customersRequest info...
93Robert W Baird & Co$58.06/30/2019Had another AUM increase in Q2 - want to give a mention the great folks at the Davidson, NC officeRequest info...
94Cerberus Capital Management$55.73/31/2019Completes acquisition of Sparton Corp. Buys Navistar DefenseRequest info...
95William Blair Funds$54.03/31/2019Teaming with NAIC on diversityRequest info...
96Quilter (was Old Mutual)$53.56/30/201938% inflow drop in 2018. Another AUM drop in Q2Request info...
97Sterling Capital$52.03/31/2019Small loss in AUM in Q1, but it was the first quarterly AUM loss in many yearsRequest info...
98Thornburg Asset Management$49.43/31/2019Wins Lipper awardRequest info...
99Causeway Capital Management$48.63/27/2019"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
100Fortress$39.23/31/2019Purchased by SoftbankRequest info...
101Pzena$37.36/30/2019Buying HalliburtonRequest info...
102Glenmede Investment Management$37.03/31/2019Request info...
103Och-Ziff$33.36/30/2019Big Q2 resultsRequest info...
104Matthews Asia Funds$29.96/30/2019Request info...
105Bridgewater$28.06/30/2019Co-CEO expected to become new CEO at Well FargoRequest info...
106Davis Select Advisers$26.83/31/2019Request info...
107Manning & Napier$21.33/31/2019Request info...
108Dyal Capital Partners$20.36/30/2019Minority investment in Dyal CapitalRequest info...
109Reams Asset Mgmt$20.23/31/2019Purchased by Raymond JamesRequest info...
110AGF Management Limited$19.16/30/2019McCredie to CEORequest info...
111Impax Asset Group$18.43/31/2019AUM up 15% in Q1Request info...
112Touchstone Investments$18.05/1/2019Owned by Western SouthernRequest info...
113Mercer Advisors$15.03/20/2019Buying Confluence AdvisorsRequest info...
114Ariel Investments$13.06/30/2019Request info...
115Royce Funds$12.812/31/2018Request info...
116Tweedy Browne Co$12.63/31/2019Request info...
117Brown Brothers Harriman$12.53/31/2019To acquire part of Strategic LogisticsRequest info...
118Kelso & Company$11.44/29/2019To buy majority interest in Newport GroupRequest info...
119Pacific Global Asset Management$11.33/31/2019Part of Pacific LifeRequest info...
120Avenue Capital Management$10.16/30/2019Considering purchase of ArcilRequest info...
121FIS Group$10.06/30/2019To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
122Tricon$5.93/31/2019Specializes in Real Estate Investments. 23% increase due to 3rd party assetsRequest info...
123Westchester Capital$4.03/29/2019Buys Westinghouse Air Break Technology CorpRequest info...
124Saturna Capital$3.512/31/2018Stable AUMRequest info...
125Z Capital Group$2.76/30/2019Buys Techniks Tool GroupRequest info...
126Emerald$2.56/30/20191251 Capital Group to buy EmeraldRequest info...
127Sterne Agee (SA Stone)$1.33/11/2019Brand change from Sterne Agee to SA Stone. Outstanding Kannapolis/Cornelius TeamRequest info...
128Heartland Advisors$1.33/4/2019Moving to BMO towerRequest info...
129Lafayette Investments$0.43/29/2019Buys Ryanair HoldingsRequest info...
- - Click for All Companies >>>Request info...

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  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: 8/2/19

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 8/2/19
“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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