Mutual Fund Company Market Share
Date: 2/20/19
Latest Mutual Fund Industry Market Share Data
Using AUM at the Metric, Here are the top 125 mutual companies ranked for market share and potential future customer base
By Mike Dunn – Mutual Fund Directory – 2019
| Mutual Fund Directory.org | |||||
|---|---|---|---|---|---|
| Ranked by AUM on 2/20/2019 | Company Name | AUM $ (in Billions) | Company Market Share % | Company Customer Market Potential % | Date of Data |
| 1 | Black Rock Funds | $5,980.00 | 9.23% | 90.77% | 12/31/2018 |
| 2 | Vanguard | $4,500.00 | 6.95% | 93.05% | 12/31/2018 |
| 3 | Charles Schwab | $3,360.00 | 5.19% | 94.81% | 12/31/2018 |
| 4 | State Street Global Advisors | $2,511.00 | 3.88% | 96.12% | 12/31/2018 |
| 5 | Fidelity Investments | $2,400.00 | 3.70% | 96.30% | 12/31/2018 |
| 6 | JP Morgan | $2,077.00 | 3.21% | 96.79% | 9/30/2018 |
| 7 | BNY Mellon (Dreyfus) | $1,700.00 | 2.62% | 97.38% | 12/31/2018 |
| 8 | PIMCO | $1,660.00 | 2.56% | 97.44% | 12/31/2018 |
| 9 | Amundi Asset Mgmt | $1,610.00 | 2.48% | 97.52% | 12/31/2018 |
| 10 | Capital Group | $1,600.00 | 2.47% | 97.53% | 6/30/2018 |
| 11 | Prudential Investments | $1,410.00 | 2.18% | 97.82% | 9/30/2018 |
| 12 | BofA Merrill Lynch | $1,400.00 | 2.16% | 97.84% | 12/31/2018 |
| 13 | TD Ameritrade | $1,297.00 | 2.00% | 98.00% | 10/17/2017 |
| 14 | Legal & General Investments | $1,229.00 | 1.90% | 98.10% | 12/31/2018 |
| 15 | T Rowe Price | $1,039.00 | 1.60% | 98.40% | 12/31/2018 |
| 16 | Wellington Management | $1,000.00 | 1.54% | 98.46% | 12/31/2018 |
| 17 | Edward Jones | $1,000.00 | 1.54% | 98.46% | 6/30/2018 |
| 18 | Natixis Global Associates | $999.50 | 1.54% | 98.46% | 9/30/2018 |
| 19 | TIAA | $970.00 | 1.50% | 98.50% | 12/31/2018 |
| 20 | Invesco | $930.60 | 1.44% | 98.56% | 12/31/2018 |
| 21 | Ameriprise Financial | $913.40 | 1.41% | 98.59% | 9/30/2018 |
| 22 | AXA | $907.10 | 1.40% | 98.60% | 6/30/2018 |
| 23 | Northern Trust | $855.00 | 1.32% | 98.68% | 12/31/2018 |
| 24 | Goldman Sachs Asset Management | $794.00 | 1.23% | 98.77% | 3/31/2018 |
| 25 | Deutsche Asset Management | $781.00 | 1.21% | 98.79% | 12/31/2018 |
| 26 | UBS | $781.00 | 1.21% | 98.79% | 9/30/2018 |
| 27 | Insight Investors | $778.90 | 1.20% | 98.80% | 9/30/2018 |
| 28 | Legg Mason | $746.70 | 1.15% | 98.85% | 1/31/2019 |
| 29 | Affiliated Managers Group (AMG) | $736.00 | 1.14% | 98.86% | 12/31/2018 |
| 30 | Franklin Templeton | $649.90 | 1.00% | 99.00% | 12/7/2018 |
| 31 | Principal Financial Group | $626.80 | 0.97% | 99.03% | 12/31/2018 |
| 32 | MetLife | $588.00 | 0.91% | 99.09% | 9/30/2018 |
| 33 | New York Life/Mainstay | $544.00 | 0.84% | 99.16% | 12/31/2018 |
| 34 | Wells Fargo Advisors | $540.00 | 0.83% | 99.17% | 3/30/2018 |
| 35 | Alliance Bernstein | $538.00 | 0.83% | 99.17% | 1/31/2019 |
| 36 | Dimensional Fund Advisers | $517.00 | 0.80% | 99.20% | 12/31/2018 |
| 37 | Pictet | $517.00 | 0.80% | 99.20% | 9/30/2018 |
| 38 | Sun Life Global Investments | $490.39 | 0.76% | 99.24% | 12/31/2018 |
| 39 | The BlackStone Group | $472.00 | 0.73% | 99.27% | 12/31/2018 |
| 40 | Morgan Stanley | $463.00 | 0.71% | 99.29% | 12/31/2018 |
| 41 | MFS Investment Management | $452.60 | 0.70% | 99.30% | 1/31/2019 |
| 42 | AVIVA | $451.00 | 0.70% | 99.30% | 9/30/2018 |
| 43 | Standard Life Aberdeen (UK) | $450.00 | 0.69% | 99.31% | 12/31/2018 |
| 44 | Nomura Asset Management | $450.00 | 0.69% | 99.31% | 6/30/2018 |
| 45 | Columbia Threadneedle | $432.50 | 0.67% | 99.33% | 12/31/2018 |
| 46 | BNP Paribas | $425.00 | 0.66% | 99.34% | 9/30/2018 |
| 47 | Eaton Vance Distributors | $423.10 | 0.65% | 99.35% | 12/31/2018 |
| 48 | Credit Sussie | $413.00 | 0.64% | 99.36% | 9/30/2018 |
| 49 | Federated Investors | $392.00 | 0.60% | 99.40% | 7/27/2018 |
| 50 | Julius Baer Securities | $382.10 | 0.59% | 99.41% | 12/31/2018 |
| 51 | Manulife Asset Mgmt | $364.00 | 0.56% | 99.44% | 12/31/2018 |
| 52 | Aegon | $355.70 | 0.55% | 99.45% | 12/31/2018 |
| 53 | RBC Global Wealth (CAN) | $329.00 | 0.51% | 99.49% | 6/30/2018 |
| 54 | Janus Henderson Group | $328.50 | 0.51% | 99.49% | 12/31/2018 |
| 55 | Dodge & Cox | $314.00 | 0.48% | 99.52% | 3/31/2018 |
| 56 | SEI Investments | $307.00 | 0.47% | 99.53% | 9/30/2018 |
| 57 | Neuberger Berman | $304.00 | 0.47% | 99.53% | 12/31/2018 |
| 58 | Barings | $303.90 | 0.47% | 99.53% | 12/31/2018 |
| 59 | Apollo Management | $270.00 | 0.42% | 99.58% | 12/31/2018 |
| 60 | Guggenheim Partners | $265.00 | 0.41% | 99.59% | 12/31/2018 |
| 61 | Frank Russell Investments | $261.20 | 0.40% | 99.60% | 12/31/2018 |
| 62 | BMO Global Asset Group | $260.00 | 0.40% | 99.60% | 3/31/2018 |
| 63 | Loomis Sayles & Co | $249.70 | 0.39% | 99.61% | 12/31/2018 |
| 64 | Oppenheimer Funds | $226.00 | 0.35% | 99.65% | 1/31/2019 |
| 65 | Carlyle Group | $216.50 | 0.33% | 99.67% | 12/31/2018 |
| 66 | BrightSphere | $206.30 | 0.32% | 99.68% | 12/31/2018 |
| 67 | Voya (ING) | $203.40 | 0.31% | 99.69% | 12/31/2018 |
| 68 | Lazard Mgmt. Group | $192.80 | 0.30% | 99.70% | 12/31/2018 |
| 69 | TCW Group | $191.00 | 0.29% | 99.71% | 12/31/2018 |
| 70 | Robeco/ORIX | $189.00 | 0.29% | 99.71% | 6/30/2018 |
| 71 | American Century Investments | $179.00 | 0.28% | 99.72% | 3/6/2018 |
| 72 | Putnam Investments | $169.00 | 0.26% | 99.74% | 1/31/2019 |
| 73 | Lord Abbett & Co | $162.40 | 0.25% | 99.75% | 12/31/2018 |
| 74 | Bridgewater | $160.00 | 0.25% | 99.75% | 12/31/2018 |
| 75 | IGM Financial | $154.00 | 0.24% | 99.76% | 1/31/2019 |
| 76 | Raymond James | $134.90 | 0.21% | 99.79% | 12/31/2018 |
| 77 | Conning | $132.80 | 0.20% | 99.80% | 12/31/2018 |
| 78 | OakTree | $120.00 | 0.19% | 99.81% | 12/31/2018 |
| 79 | Doubleline | $120.00 | 0.19% | 99.81% | 12/31/2018 |
| 80 | The Hartford | $115.40 | 0.18% | 99.82% | 3/31/2018 |
| 81 | MAN Group | $114.00 | 0.18% | 99.82% | 9/30/2018 |
| 82 | Artisan Partners Financial | $105.30 | 0.16% | 99.84% | 1/31/2019 |
| 83 | LPL Financial | $105.00 | 0.16% | 99.84% | 12/31/2018 |
| 84 | Virtus Investment Partners | $92.00 | 0.14% | 99.86% | 12/31/2018 |
| 85 | US Bancorp | $81.00 | 0.13% | 99.87% | 12/31/2018 |
| 86 | TPG Capital | $72.00 | 0.11% | 99.89% | 12/31/2018 |
| 87 | Stifel Financial Corp | $71.50 | 0.11% | 99.89% | 12/10/2018 |
| 88 | USAA Investment Management | $69.20 | 0.11% | 99.89% | 9/30/2018 |
| 89 | Victory Capital | $69.20 | 0.11% | 99.89% | 9/30/2018 |
| 90 | Oakmark Funds | $68.80 | 0.11% | 99.89% | 12/31/2018 |
| 91 | Waddell & Reed | $65.80 | 0.10% | 99.90% | 12/31/2018 |
| 92 | William Blair Funds | $61.60 | 0.10% | 99.90% | 12/10/2018 |
| 93 | Sterling Capital | $56.00 | 0.09% | 99.91% | 12/31/2018 |
| 94 | Causeway Capital Management | $51.40 | 0.08% | 99.92% | 12/31/2018 |
| 95 | Cerberus Capital Management | $50.00 | 0.08% | 99.92% | 6/30/2018 |
| 96 | Robert W Baird & Co | $47.00 | 0.07% | 99.93% | 12/31/2018 |
| 97 | Thornburg Asset Management | $47.00 | 0.07% | 99.93% | 6/30/2018 |
| 98 | Fortress | $42.10 | 0.06% | 99.94% | 9/30/2018 |
| 99 | Gabelli Investors | $37.40 | 0.06% | 99.94% | 2/16/2019 |
| 100 | Glenmede Investment Management | $37.00 | 0.06% | 99.94% | 1/23/2019 |
| 101 | Pzena | $36.60 | 0.06% | 99.94% | 12/31/2018 |
| 102 | Pacific Global Asset Management | $36.12 | 0.06% | 99.94% | 2/12/2019 |
| 103 | AGF Management Limited | $34.50 | 0.05% | 99.95% | 12/31/2018 |
| 104 | Och-Ziff | $33.00 | 0.05% | 99.95% | 9/30/2018 |
| 105 | Quilter (was Old Mutual) | $31.50 | 0.05% | 99.95% | 9/30/2018 |
| 106 | Brown Brothers Harriman | $31.40 | 0.05% | 99.95% | 9/30/2018 |
| 107 | Matthews Asia Funds | $29.40 | 0.05% | 99.95% | 1/31/2019 |
| 108 | Ares Management | $28.00 | 0.04% | 99.96% | 12/31/2018 |
| 109 | Davis Select Advisers | $26.80 | 0.04% | 99.96% | 3/31/2018 |
| 110 | Manning & Napier | $20.70 | 0.03% | 99.97% | 2/12/2019 |
| 111 | Reams Asset Mgmt | $20.60 | 0.03% | 99.97% | 12/31/2018 |
| 112 | Sterne Agee (SA Stone) | $20.00 | 0.03% | 99.97% | 3/31/2018 |
| 113 | Touchstone Investments | $18.00 | 0.03% | 99.97% | 3/31/2018 |
| 114 | Impax Asset Group | $14.99 | 0.02% | 99.98% | 12/31/2018 |
| 115 | Dyal Capital Partners | $14.50 | 0.02% | 99.98% | 11/30/2018 |
| 116 | Royce Funds | $12.80 | 0.02% | 99.98% | 12/31/2018 |
| 117 | Mercer Advisors | $12.00 | 0.02% | 99.98% | 3/31/2018 |
| 118 | Ariel Investments | $11.60 | 0.02% | 99.98% | 12/31/2018 |
| 119 | Avenue Capital Management | $9.60 | 0.01% | 99.99% | 1/31/2019 |
| 120 | Kelso & Company | $9.30 | 0.01% | 99.99% | 4/26/2018 |
| 121 | Tricon | $5.70 | 0.01% | 99.99% | 11/7/2018 |
| 122 | Emerald | $5.60 | 0.01% | 99.99% | 9/30/2018 |
| 123 | FIS Group | $5.60 | 0.01% | 99.99% | 4/30/2018 |
| 124 | Saturna Capital | $3.50 | 0.01% | 99.99% | 12/31/2018 |
| 125 | Westchester Capital | $3.50 | 0.01% | 99.99% | 9/30/2018 |
| 126 | Tweedy Browne Co | $3.20 | 0.00% | 100.00% | 9/30/2018 |
| 127 | Z Capital Group | $2.30 | 0.00% | 100.00% | 12/31/2018 |
| 128 | Heartland Advisors | $1.30 | 0.00% | 100.00% | 12/31/2018 |
| 129 | Lafayette Investments | $0.40 | 0.00% | 100.00% | 3/26/2018 |
| - - Click for All Companies >>> | |||||
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| $64,793.90 | 100.00% | ||||
| Copyright 2019 - Mutual Fund Marketing Services, LLC | |||||
| Note: not all dates are the same so allow for flucuations | |||||
| Many Q4 2018 AUM results were lower on average |
