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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
See where your current and target investment companies rank today
#1 ranked Mutual Fund Industry Directory for the past five years in Google & mobile

Data Updated: 2/20/19 (new update)

“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 2/20/2019
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$5,980.0012/31/2018AUM falls by nearly 1/2 trillion $ in Q4 2018 - But still #1Request info...
2Vanguard$4,500.0012/31/2018AUM falls by 300 billion $ from May to EOY 2018Request info...
3Charles Schwab$3,360.0012/31/20182018 AUM down but up from 2016Request info...
4State Street Global Advisors$2,511.0012/31/2018AUM falls 10.6% in Q4 2018Request info...
5Fidelity Investments$2,400.0012/31/2018AUM falls by 1.5 trillion $ from March to December 2018Request info...
6JP Morgan$2,077.009/30/2018JP Morgan announces moves into cryptocurrency - 2/19/19Request info...
7BNY Mellon (Dreyfus)$1,700.0012/31/2018BYN moves up to #7 AUM industry rankingRequest info...
8PIMCO$1,660.0012/31/2018AUM down by 1/4 trillion in Q4 2018Request info...
9Amundi Asset Mgmt$1,610.0012/31/2018Only has a small Q4 2018 AUM loss which ranks high among peersRequest info...
10Capital Group$1,600.006/30/2018Request info...
11Prudential Investments$1,410.009/30/2018Request info...
12BofA Merrill Lynch$1,400.0012/31/2018BofA's/Merrill Lynches' 15,000 advisors help them move up the industry AUM rankings
13TD Ameritrade$1,297.0010/17/2017Client assets only - not AUM. AUM not published??Request info...
14Legal & General Investments$1,229.0012/31/2018New UK TV campaign to beginRequest info...
15T Rowe Price$1,039.0012/31/2018AUM increased from 2017 EOY to 2018 EOYRequest info...
16Wellington Management$1,000.0012/31/2018Request info...
17Edward Jones$1,000.006/30/2018Request info...
18Natixis Global Associates$999.509/30/2018Request info...

19TIAA$970.0012/31/2018Near stable AUM leads industry peersRequest info...
20Invesco$930.6012/31/2018AUM is down 4.5% in Q4 but up for the yearRequest info...
21Ameriprise Financial$913.409/30/2018Request info...
22AXA$907.106/30/2018Request info...
23Northern Trust$855.0012/31/2018Large drop in AUMRequest info...
24Goldman Sachs Asset Management$794.003/31/2018David Solomon takes over on 1/1/19 amid Malaysia scandalRequest info...
25Deutsche Asset Management$781.0012/31/2018Nicolas Moreau steps downRequest info...
26UBS$781.009/30/2018"2019 market will be similar to 2018" - per UBS press releaseRequest info...
27Insight Investors$778.909/30/2018Part of BYN MellonRequest info...
28Legg Mason$746.701/31/2019Only a slight AUM loss in Q4 AUM which is good in comparisonRequest info...
29Affiliated Managers Group (AMG)$736.0012/31/2018Request info...
30Franklin Templeton$649.9012/7/2018"Stock slides due to rough 4th quarter", says new CEORequest info...
31Principal Financial Group$626.8012/31/2018CFO to speak at BofA conference
32MetLife$588.009/30/2018New agreement with Brighthouse FinancialRequest info...
33New York Life/Mainstay$544.0012/31/2018The Actuarial Foundation announced that it has received a $300,000 grant from NY Life Foundation - . 2/14/19Request info...
34Wells Fargo Advisors$540.003/30/2018Lots of problems but still has 13,968 financial advisors as of 12/31/18Request info...
35Alliance Bernstein$538.001/31/2019AUM rose 5% in January 2019Request info...
36Dimensional Fund Advisers$517.0012/31/2018Jed Fogwell to chair investment committeeRequest info...
37Pictet$517.009/30/2018Nocolas Pictet expected to retireRequest info...
38Sun Life Global Investments$490.3912/31/2018Oil prices and CAD $ exchange rates hurt resultsRequest info...
39The BlackStone Group$472.0012/31/2018Huge Q4 AUM increaseRequest info...
40Morgan Stanley$463.0012/31/2018To acquire Solium Capital announced on 2/15/19Request info...
41MFS Investment Management$452.601/31/2019Request info...
42AVIVA$451.009/30/2018Moved 9 billion to Dublin in light of Brexit uncertaintyRequest info...
43Standard Life Aberdeen (UK)$450.0012/31/2018Sir Douglas Flint is the new chairmanRequest info...
44Nomura Asset Management$450.006/30/2018Nomura to start paying on merit replacing age based compensation - 1/8/19Request info...
45Columbia Threadneedle$432.5012/31/2018Commits to sponsor Boston Marathon through 2023Request info...
46BNP Paribas$425.009/30/2018Sponsorship with Womens TennisRequest info...
47Eaton Vance Distributors$423.1012/31/2018"2019 could be a mirror image of 2018", per Easton Vance press releaseRequest info...
48Credit Sussie$413.009/30/2018To pay $5.3 billon in fines over fraud to the "US Justice Department." Commentary: This is purposely a politically neutral website but what else costs 5.3 billion? Yikes. Could Swiss mistakes end up paying for the (four letter word)? Not picking sides but my job to give you information, connect dots, and analysis information affecting economics. This is a possilbe bombshell. Remember - You heard it here first.Request info...
49Federated Investors$392.007/27/2018Request info...
50Julius Baer Securities$382.1012/31/2018Pictet entices two top Julius Baer brokers to switchRequest info...
51Manulife Asset Mgmt$364.0012/31/2018Reports record high Hong Kong resultsRequest info...
52Aegon$355.7012/31/2018Former Chairman, Jaap Peters, has passedRequest info...
53RBC Global Wealth (CAN)$329.006/30/2018Request info...
54Janus Henderson Group$328.5012/31/2018AUM down 13% in Q4 2018Request info...
55Dodge & Cox$314.003/31/2018Request info...
56SEI Investments$307.009/30/2018Request info...
57Neuberger Berman$304.0012/31/2018Buying Cartesian Capital - 11/1/18Request info...
58Barings$303.9012/31/2018Request info...
59Apollo Management$270.0012/31/2018Kristi Mitchem is the new CEORequest info...
60Guggenheim Partners$265.0012/31/2018Completes merger with Millstein & CoRequest info...
61Frank Russell Investments$261.2012/31/2018Peter Gunning is confirmed at Chief Investment OfficerRequest info...
62BMO Global Asset Group$260.003/31/2018"Buys stake in COX TV stations" - 2/15/19Request info...
63Loomis Sayles & Co$249.7012/31/2018Affiliated with Natixis GlobalRequest info...
64Oppenheimer Funds$226.001/31/2019Being purchased by Invesco - announced 10/18/18Request info...
65Carlyle Group$216.5012/31/2018AUM is up in Q4 2018 beating the industry averageRequest info...
66BrightSphere$206.3012/31/2018OMAM rebrands as BrightSphere. AUM drops 15.1% in 2018Request info...
67Voya (ING)$203.4012/31/2018AUM drop of 9.3% in 2018Request info...
68Lazard Mgmt. Group$192.8012/31/2018Increased stake in VisaRequest info...
69TCW Group$191.0012/31/2018Nippon Life buys 25% stake in TCWRequest info...
70Robeco/ORIX$189.006/30/2018Part of AXARequest info...
71American Century Investments$179.003/6/2018Nomura buys 40%Request info...
72Putnam Investments$169.001/31/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73Lord Abbett & Co$162.4012/31/2018New managing partnerRequest info...
74Bridgewater$160.0012/31/2018Request info...
75IGM Financial$154.001/31/2019Purchased MacKenzieRequest info...
76Raymond James$134.9012/31/2018"Raymond James Financial to acquire boutique investment bank Silver Lane Advisors" - 1/23/19Request info...
77Conning$132.8012/31/2018Conning Completes Strategic Investment in Global EvolutionRequest info...
78OakTree$120.0012/31/2018OakTree to present at Credit Sussie ConferenceRequest info...
79Doubleline$120.0012/31/2018Launches new real estate fundsRequest info...
80The Hartford$115.403/31/2018Named "2019 Military Friendly Employer"Request info...
81MAN Group$114.009/30/2018Request info...
82Artisan Partners Financial$105.301/31/2019AUM drops 10% in second half of 2018Request info...
83LPL Financial$105.0012/31/2018"Buying Strategic Financial" - 2/15/19Request info...
84Virtus Investment Partners$92.0012/31/2018Buys Sustainable Growth AdvisorsRequest info...
85US Bancorp$81.0012/31/2018"U.S. Bancorp to shed more than 700 jobs" - 10/24/18Request info...
86TPG Capital$72.0012/31/2018Highest bidder in Sonatype acquisitionRequest info...
87Stifel Financial Corp$71.5012/10/2018Completes acquisition of NewStar FinancialRequest info...
88USAA Investment Management$69.209/30/2018"Victory Capital to buy USAA" - 11/6/18Request info...
89Victory Capital$69.209/30/2018"To buy USAA Asset Management" division - 11/6/18Request info...
90Oakmark Funds$68.8012/31/2018"Poor Q4 2018" per new CEORequest info...
91Waddell & Reed$65.8012/31/2018AUM drops in 2018Request info...
92William Blair Funds$61.6012/10/2018Request info...
93Sterling Capital$56.0012/31/2018Only had a small AUM loss in Q4 2018 - better than industry averageRequest info...
94Causeway Capital Management$51.4012/31/2018"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
95Cerberus Capital Management$50.006/30/2018Request info...
96Robert W Baird & Co$47.0012/31/2018Had increase in Q4 2018 AUM with is better than industry average among peers - great folks at the Davidson, NC officeRequest info...
97Thornburg Asset Management$47.006/30/2018Request info...
98Fortress$42.109/30/2018Purchased by SoftbankRequest info...
99Gabelli Investors$37.402/16/2019Reports record Q2 earningsRequest info...
100Glenmede Investment Management$37.001/23/2019Request info...
101Pzena$36.6012/31/2018Request info...
102Pacific Global Asset Management$36.122/12/2019Part of Pacific LifeRequest info...
103AGF Management Limited$34.5012/31/2018McCredie to CEORequest info...
104Och-Ziff$33.009/30/2018Request info...
105Quilter (was Old Mutual)$31.509/30/2018Large AUM % loss in Q4 2018Request info...
106Brown Brothers Harriman$31.409/30/2018To acquire part of Strategic LogisticsRequest info...
107Matthews Asia Funds$29.401/31/2019Request info...
108Ares Management$28.0012/31/2018Ares Management announces acquisition Of three Texas wind farms - 12/21/18Request info...
109Davis Select Advisers$26.803/31/2018Request info...
110Manning & Napier$20.702/12/2019Request info...
111Reams Asset Mgmt$20.6012/31/2018Purchased by Raymond JamesRequest info...
112Sterne Agee (SA Stone)$20.003/31/2018Outstanding Kannapolis/Cornelius TeamRequest info...
113Touchstone Investments$18.003/31/2018Buying Sentinel's assetsRequest info...
114Impax Asset Group$14.9912/31/2018Request info...
115Dyal Capital Partners$14.5011/30/2018Owned by Neuberger BermanRequest info...
116Royce Funds$12.8012/31/2018Request info...
117Mercer Advisors$12.003/31/2018Buying Bell Wealth ManagementRequest info...
118Ariel Investments$11.6012/31/2018Request info...
119Avenue Capital Management$9.601/31/2019Considering purchase of ArcilRequest info...
120Kelso & Company$9.304/26/2018To buy majority interest in Newport GroupRequest info...
121Tricon$5.7011/7/2018Specializes in Real Estate InvestmentsRequest info...
122Emerald$5.609/30/20181251 Capital Group to buy EmeraldRequest info...
123FIS Group$5.604/30/2018To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
124Saturna Capital$3.5012/31/2018AUM increasedRequest info...
125Westchester Capital$3.509/30/2018Request info...
126Tweedy Browne Co$3.209/30/2018Request info...
127Z Capital Group$2.3012/31/2018Request info...
128Heartland Advisors$1.3012/31/2018Request info...
129Lafayette Investments$0.403/26/2018Request 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.
  • 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: 2/20/19

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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