Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2601 | Indivisible Partners | $1.13B | Q1 2026 | 4/30/2026 | 482 |
| 2602 | LRI Investments, LLC | $1.13B | Q1 2026 | 4/30/2026 | 1,415 |
| 2603 | Parkwood LLC | $1.13B | Q1 2026 | 5/15/2026 | 85 |
| 2604 | DARK FOREST CAPITAL MANAGEMENT LP | $1.13B | Q1 2026 | 5/15/2026 | 766 |
| 2605 | GUARDIAN LIFE INSURANCE CO OF AMERICA | $1.13B | Q1 2014 | 5/14/2014 | 581 |
| 2606 | BEACH INVESTMENT COUNSEL INC/PA | $1.13B | Q2 2014 | 7/22/2014 | 174 |
| 2607 | PALLADIUM PARTNERS LLC | $1.12B | Q2 2014 | 8/1/2014 | 250 |
| 2608 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $1.12B | Q1 2026 | 5/1/2026 | 192 |
| 2609 | WOODSTOCK CORP | $1.12B | Q1 2026 | 4/8/2026 | 156 |
| 2610 | J. L. Bainbridge & Co., Inc. | $1.12B | Q1 2026 | 4/22/2026 | 107 |
| 2611 | Estate Counselors, LLC | $1.12B | Q1 2026 | 5/15/2026 | 97 |
| 2612 | WEATHERBIE CAPITAL, LLC | $1.12B | Q2 2014 | 8/8/2014 | 75 |
| 2613 | Wealth Architects, LLC | $1.12B | Q1 2026 | 5/15/2026 | 244 |
| 2614 | FISHMAN JAY A LTD/MI | $1.12B | Q1 2026 | 4/29/2026 | 76 |
| 2615 | Salomon & Ludwin, LLC | $1.12B | Q1 2026 | 5/11/2026 | 2,097 |
| 2616 | PRIVATE TRUST CO NA | $1.12B | Q1 2026 | 4/30/2026 | 2,607 |
| 2617 | Autonomy Capital (Jersey) L.P. | $1.12B | Q1 2014 | 5/15/2014 | 18 |
| 2618 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $1.12B | Q1 2026 | 4/23/2026 | 175 |
| 2619 | Caldwell Trust Co | $1.12B | Q1 2026 | 4/22/2026 | 784 |
| 2620 | BRYN MAWR CAPITAL MANAGEMENT INC | $1.12B | Q1 2014 | 5/15/2014 | 531 |
| 2621 | Chescapmanager LLC | $1.12B | Q1 2026 | 5/14/2026 | 28 |
| 2622 | CANANDAIGUA NATIONAL CORP | $1.12B | Q1 2026 | 4/8/2026 | 310 |
| 2623 | Mint Tower Capital Management B.V. | $1.12B | Q1 2026 | 5/4/2026 | 338 |
| 2624 | Advyzon Investment Management, LLC | $1.12B | Q1 2026 | 5/12/2026 | 675 |
| 2625 | First Light Asset Management, LLC | $1.12B | Q1 2026 | 5/15/2026 | 35 |
| 2626 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.12B | Q4 2025 | 1/30/2026 | 307 |
| 2627 | STARR INTERNATIONAL CO INC | $1.12B | Q2 2014 | 8/7/2014 | 29 |
| 2628 | Certified Advisory Corp | $1.12B | Q1 2026 | 4/17/2026 | 318 |
| 2629 | Verus Financial Partners, Inc. | $1.11B | Q1 2026 | 4/20/2026 | 121 |
| 2630 | KEYSTONE INVESTORS PTE LTD | $1.11B | Q4 2025 | 2/13/2026 | 77 |
| 2631 | North of South Capital LLP | $1.11B | Q1 2026 | 4/20/2026 | 29 |
| 2632 | Rockbridge Investment Management, LCC | $1.11B | Q1 2026 | 5/14/2026 | 137 |
| 2633 | Hilltop Holdings Inc. | $1.11B | Q1 2026 | 5/14/2026 | 987 |
| 2634 | TD Capital Management LLC | $1.11B | Q1 2026 | 5/11/2026 | 853 |
| 2635 | Emerald Investment Advisers, LLC | $1.11B | Q1 2026 | 5/11/2026 | 251 |
| 2636 | RKL Wealth Management LLC | $1.11B | Q1 2026 | 4/24/2026 | 179 |
| 2637 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $1.11B | Q1 2026 | 4/29/2026 | 286 |
| 2638 | Bain Capital Life Sciences Investors, LLC | $1.11B | Q1 2026 | 5/15/2026 | 20 |
| 2639 | Rothschild Wealth LLC | $1.11B | Q1 2026 | 5/6/2026 | 596 |
| 2640 | GLENHILL ADVISORS LLC | $1.11B | Q1 2014 | 5/15/2014 | 115 |
| 2641 | YCG, LLC | $1.1B | Q1 2026 | 5/14/2026 | 42 |
| 2642 | AWM CAPITAL, LLC | $1.1B | Q1 2026 | 5/12/2026 | 113 |
| 2643 | Impax Asset Management LTD | $1.1B | Q1 2014 | 5/23/2014 | 41 |
| 2644 | Conservest Capital Advisors, Inc. | $1.1B | Q1 2026 | 5/4/2026 | 127 |
| 2645 | DLD Asset Management, LP | $1.1B | Q1 2026 | 5/13/2026 | 357 |
| 2646 | PINKERTON WEALTH, LLC | $1.1B | Q1 2026 | 4/9/2026 | 138 |
| 2647 | Legato Capital Management LLC | $1.1B | Q1 2026 | 5/14/2026 | 726 |
| 2648 | MARK ASSET MANAGEMENT LP | $1.1B | Q1 2026 | 5/15/2026 | 37 |
| 2649 | PFM Health Sciences, LP | $1.1B | Q1 2026 | 5/15/2026 | 83 |
| 2650 | DELTA ASSET MANAGEMENT LLC/TN | $1.1B | Q1 2026 | 5/11/2026 | 597 |
| 2651 | Consolidated Portfolio Review Corp | $1.1B | Q1 2026 | 4/27/2026 | 34 |
| 2652 | Abacus Wealth Partners, LLC | $1.1B | Q1 2026 | 4/24/2026 | 504 |
| 2653 | Khrom Capital Management LLC | $1.09B | Q1 2026 | 5/15/2026 | 14 |
| 2654 | CAPE COD FIVE CENTS SAVINGS BANK | $1.09B | Q4 2025 | 2/13/2026 | 194 |
| 2655 | Petersen Hastings Wealth Advisors Inc. | $1.09B | Q1 2026 | 4/23/2026 | 81 |
| 2656 | Allen Capital Group, LLC | $1.09B | Q4 2025 | 2/9/2026 | 274 |
| 2657 | Corebridge Financial, Inc. | $1.09B | Q1 2026 | 5/14/2026 | 3 |
| 2658 | MATRIX ASSET ADVISORS INC/NY | $1.09B | Q1 2026 | 4/22/2026 | 105 |
| 2659 | Tekla Capital Management LLC | $1.09B | Q2 2014 | 8/5/2014 | 64 |
| 2660 | MMBG INVESTMENT ADVISORS CO. | $1.09B | Q1 2026 | 4/30/2026 | 172 |
| 2661 | Pitcairn Wealth Advisors LLC | $1.09B | Q1 2026 | 5/13/2026 | 271 |
| 2662 | SORA INVESTORS LLC | $1.09B | Q1 2026 | 5/15/2026 | 77 |
| 2663 | Atalan Capital Partners, LP | $1.08B | Q1 2026 | 5/15/2026 | 10 |
| 2664 | Heron Bay Capital Management | $1.08B | Q1 2026 | 5/13/2026 | 78 |
| 2665 | CONNORS INVESTOR SERVICES INC | $1.08B | Q1 2026 | 5/15/2026 | 149 |
| 2666 | Electrum Group LLC | $1.08B | Q1 2026 | 5/12/2026 | 8 |
| 2667 | Telemark Asset Management, LLC | $1.08B | Q1 2026 | 5/12/2026 | 53 |
| 2668 | ARVEST TRUST CO N A | $1.08B | Q2 2014 | 7/14/2014 | 121 |
| 2669 | MOTCO | $1.08B | Q1 2026 | 4/22/2026 | 598 |
| 2670 | BUCKINGHAM CAPITAL MANAGEMENT INC | $1.08B | Q1 2014 | 5/14/2014 | 91 |
| 2671 | Foundry Partners, LLC | $1.08B | Q2 2014 | 7/7/2014 | 254 |
| 2672 | KPCB DGF Associates, LLC | $1.08B | Q2 2014 | 7/25/2014 | 5 |
| 2673 | REGENTATLANTIC CAPITAL LLC | $1.07B | Q2 2014 | 7/30/2014 | 361 |
| 2674 | IBEX WEALTH ADVISORS | $1.07B | Q1 2026 | 4/30/2026 | 203 |
| 2675 | Antipodean Advisors LLC | $1.07B | Q1 2014 | 5/15/2014 | 17 |
| 2676 | SIR Capital Management, L.P. | $1.07B | Q1 2026 | 5/15/2026 | 88 |
| 2677 | Passaic Partners LLC | $1.07B | Q1 2026 | 5/15/2026 | 15 |
| 2678 | Diameter Capital Partners LP | $1.07B | Q1 2026 | 5/15/2026 | 29 |
| 2679 | CAPITAL ONE, NATIONAL ASSOCIATION | $1.07B | Q2 2014 | 7/25/2014 | 536 |
| 2680 | Trust Co | $1.07B | Q1 2026 | 4/13/2026 | 907 |
| 2681 | Zuckerman Investment Group, LLC | $1.07B | Q1 2026 | 5/15/2026 | 136 |
| 2682 | E20 Capital Ltd | $1.07B | Q1 2026 | 5/20/2026 | 22 |
| 2683 | Clark Asset Management, LLC | $1.06B | Q1 2026 | 4/16/2026 | 267 |
| 2684 | Counsel Portfolio Services Inc. | $1.06B | Q2 2014 | 8/11/2014 | 320 |
| 2685 | LVM CAPITAL MANAGEMENT LTD/MI | $1.06B | Q1 2026 | 4/2/2026 | 160 |
| 2686 | Hackensack Meridian Health, Inc. | $1.06B | Q1 2026 | 5/14/2026 | 7 |
| 2687 | ANGELO GORDON & CO., L.P. | $1.06B | Q4 2025 | 2/17/2026 | 61 |
| 2688 | Boussard & Gavaudan Investment Management LLP | $1.06B | Q1 2026 | 5/15/2026 | 89 |
| 2689 | WESTPORT ADVISERS LLC | $1.06B | Q1 2014 | 5/9/2014 | 59 |
| 2690 | MIRABELLA FINANCIAL SERVICES LLP | $1.06B | Q1 2026 | 5/12/2026 | 889 |
| 2691 | BFSG, LLC | $1.06B | Q1 2026 | 4/28/2026 | 750 |
| 2692 | WEBSTER BANK, N. A. | $1.06B | Q1 2026 | 4/17/2026 | 682 |
| 2693 | Cornerstone Advisory, LLC | $1.06B | Q1 2026 | 5/4/2026 | 262 |
| 2694 | Kintegral Advisory, LLC | $1.06B | Q1 2026 | 5/14/2026 | 233 |
| 2695 | FOURPOINTS Investment Managers, S.A.S. | $1.05B | Q2 2014 | 8/6/2014 | 81 |
| 2696 | MONOGRAPH WEALTH ADVISORS, LLC | $1.05B | Q1 2026 | 5/13/2026 | 144 |
| 2697 | SYMPHONY ASSET MANAGEMENT LLC | $1.05B | Q1 2014 | 5/15/2014 | 405 |
| 2698 | Shepherd Financial Partners LLC | $1.05B | Q1 2026 | 5/11/2026 | 240 |
| 2699 | Royal Fund Management, LLC | $1.05B | Q1 2026 | 5/19/2026 | 297 |
| 2700 | TriOaks Capital Management L.P. | $1.05B | Q1 2014 | 5/15/2014 | 66 |
| 2701 | TRUST CO OF TOLEDO NA /OH/ | $1.05B | Q1 2026 | 4/15/2026 | 858 |
| 2702 | ELEMENT CAPITAL MANAGEMENT LLC | $1.05B | Q1 2026 | 5/12/2026 | 49 |
| 2703 | Syntegra Private Wealth Group, LLC | $1.05B | Q1 2026 | 4/27/2026 | 189 |
| 2704 | Nemes Rush Group LLC | $1.05B | Q1 2026 | 4/21/2026 | 944 |
| 2705 | HORAN Wealth, LLC | $1.05B | Q1 2026 | 5/8/2026 | 257 |
| 2706 | L2 Asset Management, LLC | $1.05B | Q1 2026 | 5/14/2026 | 397 |
| 2707 | SPIREPOINT PRIVATE CLIENT, LLC | $1.05B | Q1 2026 | 4/22/2026 | 322 |
| 2708 | MOODY NATIONAL BANK TRUST DIVISION | $1.05B | Q1 2026 | 4/9/2026 | 501 |
| 2709 | LVW Advisors, LLC | $1.05B | Q1 2026 | 4/20/2026 | 436 |
| 2710 | Compass Ion Advisors, LLC | $1.05B | Q1 2026 | 4/13/2026 | 279 |
| 2711 | TRUE Private Wealth Advisors | $1.05B | Q1 2026 | 5/15/2026 | 266 |
| 2712 | Asset Advisors Investment Management, LLC | $1.05B | Q1 2026 | 4/16/2026 | 106 |
| 2713 | Apriem Advisors | $1.05B | Q1 2026 | 5/14/2026 | 186 |
| 2714 | Financial Synergies Wealth Advisors, Inc. | $1.05B | Q1 2026 | 5/13/2026 | 111 |
| 2715 | AMERICAN NATIONAL BANK & TRUST | $1.05B | Q1 2026 | 4/23/2026 | 615 |
| 2716 | Long Pond Capital, LP | $1.05B | Q1 2026 | 5/14/2026 | 33 |
| 2717 | WAYCROSS PARTNERS, LLC | $1.05B | Q1 2026 | 5/7/2026 | 76 |
| 2718 | Randolph Co Inc | $1.05B | Q1 2026 | 4/24/2026 | 43 |
| 2719 | Hudson Way Capital Management LLC | $1.05B | Q1 2026 | 5/15/2026 | 16 |
| 2720 | Jabre Capital Partners S.A. | $1.05B | Q1 2014 | 5/15/2014 | 106 |
| 2721 | Octavia Wealth Advisors, LLC | $1.05B | Q1 2026 | 4/10/2026 | 238 |
| 2722 | CCM INVESTMENT ADVISERS LLC | $1.04B | Q1 2026 | 5/20/2026 | 93 |
| 2723 | Telos Capital Management, Inc. | $1.04B | Q1 2026 | 4/16/2026 | 191 |
| 2724 | HAYMAN CAPITAL MANAGEMENT, L.P. | $1.04B | Q1 2014 | 5/15/2014 | 26 |
| 2725 | Continuum Advisory, LLC | $1.04B | Q1 2026 | 4/22/2026 | 453 |
| 2726 | NORDEN GROUP LLC | $1.04B | Q1 2026 | 4/15/2026 | 615 |
| 2727 | CLOUGH CAPITAL PARTNERS L P | $1.04B | Q1 2026 | 5/15/2026 | 96 |
| 2728 | Crescent Grove Advisors, LLC | $1.04B | Q1 2026 | 5/6/2026 | 303 |
| 2729 | SCOGGIN MANAGEMENT LP | $1.04B | Q1 2026 | 5/15/2026 | 51 |
| 2730 | RDST Capital LLC | $1.04B | Q1 2026 | 5/15/2026 | 20 |
| 2731 | Optimus Prime Fund Management Co., Ltd. | $1.04B | Q1 2026 | 5/15/2026 | 27 |
| 2732 | Linden Thomas Advisory Services, LLC | $1.04B | Q1 2026 | 4/10/2026 | 530 |
| 2733 | Nadler Financial Group, Inc. | $1.04B | Q1 2026 | 5/4/2026 | 135 |
| 2734 | Morgan Stanley Institutional Investment Advisors LLC | $1.04B | Q1 2026 | 5/14/2026 | 5 |
| 2735 | Marks Group Wealth Management, Inc | $1.04B | Q1 2026 | 5/5/2026 | 337 |
| 2736 | E-L Financial Corp Ltd | $1.04B | Q1 2026 | 5/11/2026 | 1 |
| 2737 | TIEDEMANN TRUST CO | $1.04B | Q2 2014 | 7/31/2014 | 80 |
| 2738 | Bison Wealth, LLC | $1.04B | Q1 2026 | 5/15/2026 | 457 |
| 2739 | TOWER BRIDGE ADVISORS | $1.04B | Q1 2026 | 5/12/2026 | 221 |
| 2740 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1.03B | Q1 2026 | 5/15/2026 | 26 |
| 2741 | Condire Management, LP | $1.03B | Q1 2026 | 5/15/2026 | 19 |
| 2742 | Tanager Wealth Management LLP | $1.03B | Q1 2026 | 4/20/2026 | 145 |
| 2743 | RUTABAGA CAPITAL MANAGEMENT LLC/MA | $1.03B | Q1 2014 | 5/7/2014 | 73 |
| 2744 | RW Investment Management LLC | $1.03B | Q1 2026 | 4/28/2026 | 113 |
| 2745 | Broadfin Capital, LLC | $1.03B | Q1 2014 | 5/15/2014 | 85 |
| 2746 | J. Stern & Co. LLP | $1.03B | Q1 2026 | 5/15/2026 | 49 |
| 2747 | Wolf Hill Capital Management, LP | $1.03B | Q1 2026 | 5/14/2026 | 26 |
| 2748 | Tributary Capital Management, LLC | $1.03B | Q1 2026 | 5/4/2026 | 164 |
| 2749 | Oak Thistle LLC | $1.03B | Q1 2026 | 4/10/2026 | 452 |
| 2750 | Samsara BioCapital, LLC | $1.03B | Q1 2026 | 5/15/2026 | 22 |
| 2751 | Madrone Advisors, LLC | $1.03B | Q1 2026 | 5/14/2026 | 5 |
| 2752 | Kohmann Bosshard Financial Services, LLC | $1.03B | Q1 2026 | 5/1/2026 | 209 |
| 2753 | Global Strategic Investment Solutions, LLC | $1.03B | Q1 2026 | 4/29/2026 | 145 |
| 2754 | IMA Advisory Services, Inc. | $1.02B | Q1 2026 | 5/6/2026 | 1,033 |
| 2755 | Covington Capital Management | $1.02B | Q1 2014 | 5/16/2014 | 248 |
| 2756 | MASON STREET ADVISORS, LLC | $1.02B | Q1 2026 | 5/6/2026 | 15 |
| 2757 | PENN DAVIS MCFARLAND INC | $1.02B | Q1 2026 | 4/21/2026 | 75 |
| 2758 | CROSSLINK CAPITAL INC | $1.02B | Q1 2026 | 5/15/2026 | 21 |
| 2759 | CARRET ASSET MANAGEMENT, LLC | $1.02B | Q1 2026 | 5/15/2026 | 293 |
| 2760 | EQT Fund Management S.a r.l. | $1.02B | Q1 2026 | 5/14/2026 | 5 |
| 2761 | Silicon Valley Capital Partners | $1.02B | Q1 2026 | 5/19/2026 | 454 |
| 2762 | Galileo (PTC) Ltd | $1.02B | Q1 2026 | 5/6/2026 | 3 |
| 2763 | HALCYON OFFSHORE ASSET MANAGEMENT LLC | $1.02B | Q1 2014 | 5/15/2014 | 88 |
| 2764 | MV CAPITAL MANAGEMENT, INC. | $1.02B | Q1 2026 | 4/30/2026 | 1,197 |
| 2765 | SC XI MANAGEMENT LLC | $1.02B | Q2 2014 | 8/8/2014 | 4 |
| 2766 | KGH Ltd | $1.02B | Q1 2014 | 5/15/2014 | 50 |
| 2767 | CONNABLE OFFICE INC | $1.02B | Q1 2026 | 4/29/2026 | 224 |
| 2768 | Versant Capital Management, Inc | $1.01B | Q1 2026 | 4/6/2026 | 2,777 |
| 2769 | Melqart Asset Management (UK) Ltd | $1.01B | Q1 2026 | 5/12/2026 | 41 |
| 2770 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.01B | Q1 2026 | 4/27/2026 | 232 |
| 2771 | JACOBS & CO/CA | $1.01B | Q1 2026 | 4/7/2026 | 124 |
| 2772 | WEALTH ALLIANCE, LLC | $1.01B | Q1 2026 | 5/14/2026 | 548 |
| 2773 | GRS Advisors, LLC | $1.01B | Q1 2026 | 5/15/2026 | 32 |
| 2774 | Laurel Wealth Advisors LLC | $1.01B | Q1 2026 | 5/12/2026 | 192 |
| 2775 | KWB Wealth | $1.01B | Q1 2026 | 4/8/2026 | 166 |
| 2776 | Artal Group S.A. | $1.01B | Q1 2026 | 5/14/2026 | 2 |
| 2777 | Bronte Capital Management Pty Ltd. | $1.01B | Q1 2026 | 4/27/2026 | 54 |
| 2778 | Gleason Group, Inc. | $1.01B | Q1 2026 | 5/4/2026 | 229 |
| 2779 | Euro Pacific Asset Management, LLC | $1.01B | Q1 2026 | 5/6/2026 | 96 |
| 2780 | Coastline Trust Co | $1.01B | Q1 2026 | 4/3/2026 | 408 |
| 2781 | ALLEN HOLDING INC /NY | $1.01B | Q1 2026 | 5/7/2026 | 9 |
| 2782 | Provident Investment Management, Inc. | $1.01B | Q1 2026 | 5/13/2026 | 82 |
| 2783 | Miller Investment Management, LP | $1.01B | Q1 2026 | 5/8/2026 | 86 |
| 2784 | Pictet North America Advisors SA | $1.01B | Q1 2026 | 4/14/2026 | 154 |
| 2785 | SENTINEL TRUST CO LBA | $1.01B | Q1 2026 | 5/7/2026 | 135 |
| 2786 | Taikang Asset Management (Hong Kong) Co Ltd | $1B | Q1 2026 | 5/14/2026 | 75 |
| 2787 | Private Capital Management, LLC | $1B | Q1 2026 | 5/15/2026 | 194 |
| 2788 | BADGLEY PHELPS & BELL INC | $1B | Q2 2014 | 8/1/2014 | 183 |
| 2789 | Voya Financial Advisors, Inc. | $1B | Q1 2026 | 5/12/2026 | 209 |
| 2790 | ALYDAR PARTNERS LLC | $1B | Q1 2014 | 5/15/2014 | 100 |
| 2791 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $1B | Q1 2026 | 5/7/2026 | 263 |
| 2792 | BEACON FINANCIAL GROUP | $1B | Q1 2026 | 4/30/2026 | 348 |
| 2793 | Spear Holdings RSC Ltd | $1B | Q1 2026 | 5/14/2026 | 18 |
| 2794 | ADDISON CLARK MANAGEMENT, L.L.C. | $1B | Q1 2014 | 5/15/2014 | 20 |
| 2795 | Cornerstone Capital, Inc. | $1B | Q1 2026 | 5/12/2026 | 118 |
| 2796 | SYM FINANCIAL Corp | $1B | Q1 2026 | 5/8/2026 | 415 |
| 2797 | TETRAD CORP | $1B | Q1 2026 | 4/9/2026 | 3 |
| 2798 | WEALTHCARE CAPITAL MANAGEMENT LLC | $1B | Q1 2026 | 4/15/2026 | 94 |
| 2799 | MAR VISTA INVESTMENT PARTNERS LLC | $1B | Q1 2026 | 5/12/2026 | 35 |
| 2800 | WGI DM, LLC | $1B | Q1 2026 | 5/14/2026 | 6 |