Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2201 | ARMSTRONG ADVISORY GROUP, INC | $1.64B | Q2 2026 | 7/13/2026 | 986 |
| 2202 | Triodos Investment Management BV | $1.64B | Q2 2026 | 7/29/2026 | 50 |
| 2203 | Lutz Financial Services LLC | $1.64B | Q2 2026 | 8/5/2026 | 112 |
| 2204 | MPM BioImpact LLC | $1.64B | Q2 2026 | 8/14/2026 | 37 |
| 2205 | Opti Capital Management, LP | $1.64B | Q2 2026 | 8/14/2026 | 46 |
| 2206 | Milestone Resources Group Ltd | $1.64B | Q2 2026 | 8/11/2026 | 8 |
| 2207 | EVOLVE PRIVATE WEALTH, LLC | $1.64B | Q2 2026 | 8/12/2026 | 1,003 |
| 2208 | Tradition Wealth Management, LLC | $1.64B | Q2 2026 | 8/11/2026 | 559 |
| 2209 | MONECO ADVISORS, LLC | $1.64B | Q2 2026 | 8/11/2026 | 595 |
| 2210 | Howard Capital Management Group, LLC | $1.64B | Q2 2026 | 7/16/2026 | 151 |
| 2211 | Gruss Capital Management LP | $1.63B | Q1 2014 | 5/15/2014 | 72 |
| 2212 | Kopernik Global Investors, LLC | $1.63B | Q2 2026 | 8/11/2026 | 30 |
| 2213 | APPLETON PARTNERS INC/MA | $1.63B | Q2 2026 | 7/21/2026 | 275 |
| 2214 | FIFTH LANE CAPITAL, LP | $1.63B | Q2 2026 | 8/6/2026 | 5 |
| 2215 | HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | $1.63B | Q2 2026 | 8/13/2026 | 168 |
| 2216 | Atalan Capital Partners, LP | $1.63B | Q2 2026 | 8/14/2026 | 9 |
| 2217 | CORDA Investment Management, LLC. | $1.63B | Q2 2026 | 8/6/2026 | 85 |
| 2218 | CAXTON ASSOCIATES LP | $1.63B | Q1 2014 | 5/15/2014 | 164 |
| 2219 | LYELL WEALTH MANAGEMENT, LP | $1.63B | Q2 2026 | 8/5/2026 | 232 |
| 2220 | Quent Capital, LLC | $1.63B | Q2 2026 | 8/7/2026 | 1,653 |
| 2221 | Sage Mountain Advisors LLC | $1.63B | Q2 2026 | 8/5/2026 | 304 |
| 2222 | Avalon Trust Co | $1.63B | Q2 2026 | 8/6/2026 | 462 |
| 2223 | WESTPAC BANKING CORP | $1.62B | Q2 2026 | 8/12/2026 | 498 |
| 2224 | CQS Cayman LP | $1.62B | Q2 2014 | 8/11/2014 | 123 |
| 2225 | Strategy Capital LLC | $1.62B | Q2 2026 | 8/13/2026 | 11 |
| 2226 | Clear Harbor Asset Management, LLC | $1.62B | Q2 2026 | 8/12/2026 | 450 |
| 2227 | Morningstar Investment Management LLC | $1.62B | Q2 2026 | 7/21/2026 | 317 |
| 2228 | NAPLES GLOBAL ADVISORS, LLC | $1.62B | Q2 2026 | 7/23/2026 | 466 |
| 2229 | Capital Investment Advisory Services, LLC | $1.62B | Q2 2026 | 7/23/2026 | 1,301 |
| 2230 | Coastal Bridge Advisors, LLC | $1.62B | Q2 2026 | 8/17/2026 | 471 |
| 2231 | ATHERTON LANE ADVISERS, LLC | $1.62B | Q1 2014 | 5/15/2014 | 161 |
| 2232 | Strategic Wealth Partners, Ltd. | $1.62B | Q2 2026 | 8/12/2026 | 1,462 |
| 2233 | BBT Capital Management, LLC | $1.61B | Q2 2014 | 8/8/2014 | 210 |
| 2234 | Recurrent Investment Advisors LLC | $1.61B | Q2 2026 | 8/14/2026 | 71 |
| 2235 | Sound View Wealth Advisors Group, LLC | $1.61B | Q2 2026 | 8/11/2026 | 440 |
| 2236 | RMR Wealth Builders | $1.61B | Q2 2026 | 7/24/2026 | 316 |
| 2237 | BTG Pactual Asset Management US LLC | $1.61B | Q2 2026 | 8/14/2026 | 461 |
| 2238 | JVL Advisors, L.L.C. | $1.61B | Q2 2014 | 8/11/2014 | 22 |
| 2239 | THB ASSET MANAGEMENT | $1.61B | Q2 2014 | 7/9/2014 | 228 |
| 2240 | Trust Asset Management LLC | $1.61B | Q2 2026 | 7/14/2026 | 229 |
| 2241 | Quintet Private Bank (Europe) S.A. | $1.6B | Q2 2026 | 7/13/2026 | 196 |
| 2242 | DDD Partners, LLC | $1.6B | Q2 2026 | 8/5/2026 | 165 |
| 2243 | Moss Adams Wealth Advisors LLC | $1.6B | Q2 2026 | 7/27/2026 | 307 |
| 2244 | Investure, LLC | $1.6B | Q2 2026 | 8/11/2026 | 17 |
| 2245 | APEX CAPITAL, LLC | $1.6B | Q2 2014 | 8/7/2014 | 67 |
| 2246 | IMA Advisory Services, Inc. | $1.6B | Q2 2026 | 8/10/2026 | 1,393 |
| 2247 | ALPINE ASSOCIATES MANAGEMENT INC. | $1.6B | Q2 2026 | 8/6/2026 | 66 |
| 2248 | ALPINE ASSOCIATES ADVISORS | $1.6B | Q1 2014 | 5/9/2014 | 76 |
| 2249 | Beaird Harris Wealth Management, LLC | $1.6B | Q2 2026 | 7/8/2026 | 707 |
| 2250 | VESTOR CAPITAL, LLC | $1.59B | Q2 2026 | 7/28/2026 | 277 |
| 2251 | DEVON ENERGY CORP/DE | $1.59B | Q2 2026 | 8/13/2026 | 2 |
| 2252 | Janney Capital Management LLC | $1.59B | Q4 2025 | 2/11/2026 | 253 |
| 2253 | Asset Dedication, LLC | $1.59B | Q2 2026 | 7/30/2026 | 1,242 |
| 2254 | NEA Management Company, LLC | $1.59B | Q2 2026 | 8/14/2026 | 26 |
| 2255 | Cryder Capital Partners LLP | $1.59B | Q2 2026 | 8/4/2026 | 10 |
| 2256 | AIGH Capital Management LLC | $1.59B | Q2 2026 | 8/7/2026 | 45 |
| 2257 | SVB WEALTH LLC | $1.59B | Q2 2026 | 7/17/2026 | 384 |
| 2258 | GSA CAPITAL PARTNERS LLP | $1.59B | Q2 2026 | 8/6/2026 | 1,692 |
| 2259 | Wealthquest Corp | $1.59B | Q2 2026 | 7/23/2026 | 177 |
| 2260 | PPSC Investment Service Corp | $1.58B | Q2 2026 | 7/23/2026 | 8 |
| 2261 | Sunbelt Securities, Inc. | $1.58B | Q1 2026 | 5/15/2026 | 2,954 |
| 2262 | Falcon Wealth Planning | $1.58B | Q2 2026 | 7/13/2026 | 248 |
| 2263 | Lynrock Lake LP | $1.58B | Q2 2026 | 8/14/2026 | 27 |
| 2264 | Blue Chip Partners, LLC | $1.58B | Q2 2026 | 8/14/2026 | 184 |
| 2265 | Rockwood Wealth Management, LLC | $1.58B | Q2 2026 | 7/13/2026 | 132 |
| 2266 | Ranger Investment Management, L.P. | $1.58B | Q2 2026 | 8/13/2026 | 83 |
| 2267 | Bluefin Trading, LLC | $1.58B | Q1 2014 | 5/15/2014 | 462 |
| 2268 | Kapitalo Investimentos Ltda | $1.58B | Q2 2026 | 8/14/2026 | 60 |
| 2269 | ION Fund Management Ltd | $1.58B | Q2 2026 | 8/14/2026 | 56 |
| 2270 | Penn Capital Management Company, LLC | $1.58B | Q2 2026 | 7/30/2026 | 185 |
| 2271 | RONALD BLUE & CO LLC | $1.57B | Q2 2014 | 8/6/2014 | 342 |
| 2272 | Baring International Investment Ltd | $1.57B | Q2 2014 | 7/21/2014 | 135 |
| 2273 | AlphaStar Capital Management, LLC | $1.57B | Q2 2026 | 7/30/2026 | 280 |
| 2274 | Beaumont Financial Advisors, LLC | $1.57B | Q2 2026 | 8/4/2026 | 383 |
| 2275 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $1.57B | Q2 2026 | 7/31/2026 | 289 |
| 2276 | AVITY INVESTMENT MANAGEMENT INC. | $1.57B | Q2 2026 | 7/9/2026 | 118 |
| 2277 | BHF Kleinwort Benson Group S.A. | $1.57B | Q4 2013 | 4/30/2014 | 285 |
| 2278 | Stonebridge Capital Advisors LLC | $1.56B | Q2 2026 | 8/12/2026 | 215 |
| 2279 | Everhart Financial Group, Inc. | $1.56B | Q2 2026 | 7/8/2026 | 481 |
| 2280 | SOUTH TEXAS MONEY MANAGEMENT LTD | $1.56B | Q2 2014 | 7/31/2014 | 173 |
| 2281 | IMPAX ASSET MANAGEMENT LLC | $1.56B | Q1 2014 | 5/14/2014 | 194 |
| 2282 | Dorsey Asset Management, LLC | $1.56B | Q2 2026 | 8/14/2026 | 11 |
| 2283 | YHB Investment Advisors, Inc. | $1.56B | Q2 2026 | 7/14/2026 | 314 |
| 2284 | CLIFTON PARK CAPITAL MANAGEMENT, LLC | $1.56B | Q2 2014 | 8/6/2014 | 21 |
| 2285 | Main Street Financial Solutions, LLC | $1.56B | Q2 2026 | 8/7/2026 | 624 |
| 2286 | P/E Global LLC | $1.56B | Q2 2026 | 7/23/2026 | 8 |
| 2287 | HEITMAN REAL ESTATE SECURITIES LLC | $1.56B | Q2 2026 | 8/14/2026 | 57 |
| 2288 | HoldCo Asset Management, LP | $1.56B | Q2 2026 | 8/13/2026 | 29 |
| 2289 | PHILADELPHIA TRUST CO | $1.56B | Q2 2026 | 8/10/2026 | 269 |
| 2290 | Hardy Reed LLC | $1.56B | Q2 2026 | 8/3/2026 | 252 |
| 2291 | EVOKE WEALTH, LLC | $1.56B | Q2 2026 | 8/10/2026 | 4 |
| 2292 | Fullerton Fund Management Co Ltd. | $1.56B | Q2 2026 | 8/14/2026 | 119 |
| 2293 | Shay Capital LLC | $1.56B | Q2 2026 | 8/14/2026 | 482 |
| 2294 | Clear Creek Financial Management, LLC | $1.56B | Q2 2026 | 7/27/2026 | 643 |
| 2295 | CREDIT INDUSTRIEL ET COMMERCIAL | $1.55B | Q2 2026 | 7/24/2026 | 338 |
| 2296 | Parvus Asset Management Jersey Ltd | $1.55B | Q2 2026 | 8/14/2026 | 1 |
| 2297 | EARNED WEALTH ADVISORS, LLC | $1.55B | Q2 2026 | 8/14/2026 | 312 |
| 2298 | DARK FOREST CAPITAL MANAGEMENT LP | $1.55B | Q2 2026 | 8/14/2026 | 777 |
| 2299 | VICUS CAPITAL | $1.55B | Q2 2026 | 8/5/2026 | 268 |
| 2300 | COZAD ASSET MANAGEMENT INC | $1.55B | Q2 2026 | 8/14/2026 | 453 |
| 2301 | Bouchey Financial Group, Ltd. | $1.55B | Q2 2026 | 7/27/2026 | 191 |
| 2302 | Origin Asset Management LLP | $1.55B | Q2 2014 | 8/6/2014 | 103 |
| 2303 | First Heartland Consultants, Inc. | $1.55B | Q2 2026 | 7/8/2026 | 589 |
| 2304 | NEVILLE RODIE & SHAW INC | $1.55B | Q2 2026 | 7/6/2026 | 244 |
| 2305 | Cumberland Partners Ltd | $1.54B | Q2 2026 | 8/6/2026 | 153 |
| 2306 | Bank of Finland | $1.54B | Q2 2026 | 7/2/2026 | 4 |
| 2307 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.54B | Q2 2026 | 8/11/2026 | 625 |
| 2308 | SMITH, MOORE & CO. | $1.54B | Q2 2026 | 8/12/2026 | 586 |
| 2309 | Abundance Wealth Counselors | $1.54B | Q2 2026 | 7/23/2026 | 317 |
| 2310 | Flagship Pioneering, LLC | $1.54B | Q2 2026 | 8/14/2026 | 5 |
| 2311 | Stony Point Capital LLC | $1.54B | Q2 2026 | 8/13/2026 | 30 |
| 2312 | LASRY MARC | $1.54B | Q1 2014 | 8/4/2014 | 33 |
| 2313 | KANAWHA CAPITAL MANAGEMENT LLC | $1.54B | Q2 2026 | 7/28/2026 | 228 |
| 2314 | HOLLENCREST CAPITAL MANAGEMENT | $1.54B | Q2 2026 | 8/13/2026 | 1,229 |
| 2315 | UNICOM Systems, Inc. | $1.53B | Q2 2026 | 7/8/2026 | 39 |
| 2316 | NorthCoast Asset Management LLC | $1.53B | Q1 2014 | 5/13/2014 | 169 |
| 2317 | Callodine Capital Management, LP | $1.53B | Q2 2026 | 8/14/2026 | 63 |
| 2318 | Alaska Permanent Capital Management, LLC | $1.53B | Q2 2026 | 8/11/2026 | 41 |
| 2319 | M.D. Sass, LLC | $1.53B | Q2 2026 | 8/7/2026 | 39 |
| 2320 | W1M Investment Management Ltd | $1.53B | Q2 2014 | 7/28/2014 | 96 |
| 2321 | BALDWIN WEALTH PARTNERS LLC/MA | $1.53B | Q2 2026 | 7/14/2026 | 234 |
| 2322 | Kontiki Capital Management (HK) Ltd. | $1.52B | Q2 2026 | 8/12/2026 | 7 |
| 2323 | MANGROVE PARTNERS IM, LLC | $1.52B | Q2 2026 | 8/14/2026 | 426 |
| 2324 | Atika Capital Management LLC | $1.52B | Q2 2026 | 8/13/2026 | 81 |
| 2325 | Adelante Capital Management LLC | $1.52B | Q2 2026 | 8/14/2026 | 42 |
| 2326 | MARCO INVESTMENT MANAGEMENT LLC | $1.52B | Q2 2026 | 8/3/2026 | 245 |
| 2327 | RVW Wealth, LLC | $1.52B | Q2 2026 | 7/7/2026 | 183 |
| 2328 | ALGEBRIS (UK) LTD | $1.52B | Q2 2026 | 8/11/2026 | 73 |
| 2329 | Wellspring Financial Advisors, LLC | $1.52B | Q2 2026 | 7/20/2026 | 288 |
| 2330 | Styrax Capital, LP | $1.52B | Q2 2026 | 8/14/2026 | 18 |
| 2331 | DLD Asset Management, LP | $1.51B | Q2 2026 | 8/12/2026 | 448 |
| 2332 | BLUESTEIN R H & CO LLC | $1.51B | Q1 2014 | 5/13/2014 | 353 |
| 2333 | Fairmount Funds Management LLC | $1.51B | Q2 2026 | 8/14/2026 | 12 |
| 2334 | Arete Wealth Advisors, LLC | $1.51B | Q2 2026 | 8/12/2026 | 334 |
| 2335 | Teton Advisors, Inc. | $1.51B | Q2 2014 | 8/6/2014 | 529 |
| 2336 | Hodges Capital Management Inc. | $1.51B | Q2 2026 | 8/3/2026 | 224 |
| 2337 | NBT BANK, N.A. | $1.51B | Q2 2026 | 7/29/2026 | 1,208 |
| 2338 | FIDUCIARY MANAGEMENT ASSOCIATES LLC | $1.51B | Q2 2014 | 7/31/2014 | 121 |
| 2339 | Alaska Permanent Fund Corp | $1.51B | Q2 2026 | 8/24/2026 | 14 |
| 2340 | RUSH ISLAND MANAGEMENT, LP | $1.51B | Q2 2026 | 8/14/2026 | 22 |
| 2341 | MERITAGE PORTFOLIO MANAGEMENT | $1.51B | Q4 2025 | 1/27/2026 | 322 |
| 2342 | Tensor Edge Capital, LLC | $1.51B | Q2 2026 | 7/15/2026 | 18 |
| 2343 | Hikari Tsushin, Inc. | $1.51B | Q2 2026 | 8/11/2026 | 76 |
| 2344 | Bronson Point Management LLC | $1.51B | Q1 2014 | 5/14/2014 | 63 |
| 2345 | Perennial Investment Advisors, LLC | $1.51B | Q2 2026 | 8/14/2026 | 585 |
| 2346 | Fusion Family Wealth, LLC | $1.51B | Q2 2026 | 8/7/2026 | 50 |
| 2347 | BANK HAPOALIM BM | $1.5B | Q2 2026 | 8/5/2026 | 118 |
| 2348 | Emerald Investment Advisers, LLC | $1.5B | Q2 2026 | 8/12/2026 | 268 |
| 2349 | Chieftain Capital Management, Inc. | $1.5B | Q1 2014 | 5/15/2014 | 10 |
| 2350 | Sleep, Zakaria & CO Ltd. | $1.5B | Q1 2014 | 5/14/2014 | 5 |
| 2351 | CFS Investment Advisory Services, LLC | $1.5B | Q2 2026 | 7/16/2026 | 357 |
| 2352 | Advisor OS, LLC | $1.5B | Q2 2026 | 8/5/2026 | 588 |
| 2353 | DECADE CAPITAL MANAGEMENT LLC | $1.5B | Q1 2014 | 5/15/2014 | 195 |
| 2354 | Mill Capital Management, LLC | $1.5B | Q2 2026 | 8/3/2026 | 128 |
| 2355 | NEXPOINT ASSET MANAGEMENT, L.P. | $1.5B | Q2 2026 | 8/14/2026 | 70 |
| 2356 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.5B | Q2 2026 | 7/21/2026 | 160 |
| 2357 | Ethos Financial Group, LLC | $1.5B | Q2 2026 | 8/7/2026 | 648 |
| 2358 | Johns Hopkins University | $1.5B | Q2 2026 | 8/14/2026 | 18 |
| 2359 | N.E.W. Advisory Services LLC | $1.5B | Q2 2026 | 8/6/2026 | 980 |
| 2360 | SWF LLC | $1.49B | Q2 2026 | 8/13/2026 | 14 |
| 2361 | Tandem Investment Advisors, Inc. | $1.49B | Q2 2026 | 7/31/2026 | 68 |
| 2362 | ProVise Management Group, LLC | $1.49B | Q2 2026 | 8/3/2026 | 282 |
| 2363 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.49B | Q2 2026 | 8/5/2026 | 431 |
| 2364 | JET CAPITAL INVESTORS L P | $1.49B | Q1 2014 | 5/14/2014 | 40 |
| 2365 | LEVIN CAPITAL STRATEGIES, L.P. | $1.49B | Q2 2026 | 7/31/2026 | 262 |
| 2366 | Aristotle Capital Boston, LLC | $1.49B | Q2 2026 | 8/14/2026 | 119 |
| 2367 | FAIRHOLME CAPITAL MANAGEMENT LLC | $1.49B | Q2 2026 | 8/14/2026 | 13 |
| 2368 | Redmile Group, LLC | $1.49B | Q2 2026 | 8/14/2026 | 39 |
| 2369 | Calvert Investment Management, Inc. | $1.49B | Q2 2014 | 7/18/2014 | 358 |
| 2370 | Main Management LLC | $1.49B | Q2 2026 | 8/14/2026 | 95 |
| 2371 | WBH ADVISORY INC | $1.49B | Q2 2026 | 8/5/2026 | 363 |
| 2372 | Gemmer Asset Management LLC | $1.49B | Q2 2026 | 7/15/2026 | 187 |
| 2373 | MARK ASSET MANAGEMENT LP | $1.49B | Q2 2026 | 8/14/2026 | 42 |
| 2374 | TITLEIST ASSET MANAGEMENT, LLC | $1.49B | Q2 2026 | 7/20/2026 | 412 |
| 2375 | PETREDIS INVESTMENT ADVISORS LLC | $1.49B | Q2 2026 | 7/20/2026 | 115 |
| 2376 | Winthrop Advisory Group LLC | $1.48B | Q2 2026 | 7/17/2026 | 226 |
| 2377 | NICOLET ADVISORY SERVICES, LLC | $1.48B | Q4 2025 | 2/13/2026 | 421 |
| 2378 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $1.48B | Q2 2026 | 7/24/2026 | 184 |
| 2379 | Coho Partners, Ltd. | $1.48B | Q2 2014 | 7/28/2014 | 48 |
| 2380 | TRANSCEND CAPITAL ADVISORS, LLC | $1.48B | Q2 2026 | 8/4/2026 | 815 |
| 2381 | AMERICAN EXPRESS CO | $1.48B | Q2 2026 | 8/7/2026 | 1 |
| 2382 | Hackensack Meridian Health, Inc. | $1.48B | Q2 2026 | 8/5/2026 | 7 |
| 2383 | Fiduciary Alliance LLC | $1.48B | Q2 2026 | 7/20/2026 | 535 |
| 2384 | Symmetry Investments LP | $1.48B | Q2 2026 | 8/14/2026 | 152 |
| 2385 | LANARK FINANCIAL, INC. | $1.48B | Q2 2026 | 7/21/2026 | 2,420 |
| 2386 | Hilton Capital Management, LLC | $1.47B | Q2 2026 | 8/4/2026 | 135 |
| 2387 | Park West Asset Management LLC | $1.47B | Q2 2026 | 8/14/2026 | 47 |
| 2388 | Partners Group Holding AG | $1.47B | Q2 2026 | 8/4/2026 | 52 |
| 2389 | HARBOR CAPITAL ADVISORS, INC. | $1.47B | Q2 2026 | 8/7/2026 | 1,213 |
| 2390 | Rovida Investment Management Ltd | $1.47B | Q2 2026 | 8/5/2026 | 20 |
| 2391 | Parkside Financial Bank & Trust | $1.47B | Q2 2026 | 9/4/2026 | 2,704 |
| 2392 | Invesco Private Capital, Inc. | $1.47B | Q1 2014 | 5/15/2014 | 11 |
| 2393 | Edgemoor Investment Advisors, Inc. | $1.47B | Q2 2026 | 8/7/2026 | 188 |
| 2394 | MBL Wealth, LLC | $1.47B | Q2 2026 | 7/15/2026 | 386 |
| 2395 | NEUMEIER POMA INVESTMENT COUNSEL LLC | $1.46B | Q2 2026 | 8/13/2026 | 42 |
| 2396 | Harvey Partners, LLC | $1.46B | Q2 2026 | 8/14/2026 | 48 |
| 2397 | NEW AMSTERDAM PARTNERS LLC/NY | $1.46B | Q1 2014 | 5/14/2014 | 121 |
| 2398 | Merchants' Gate Capital LP | $1.46B | Q1 2014 | 5/15/2014 | 23 |
| 2399 | BOGLE INVESTMENT MANAGEMENT L P /DE/ | $1.46B | Q1 2014 | 5/14/2014 | 344 |
| 2400 | CapWealth Advisors, LLC | $1.46B | Q2 2026 | 7/28/2026 | 118 |