Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2801 | Covington Capital Management | $1.02B | Q1 2014 | 5/16/2014 | 248 |
| 2802 | MASON STREET ADVISORS, LLC | $1.02B | Q1 2026 | 5/6/2026 | 15 |
| 2803 | CROSSLINK CAPITAL INC | $1.02B | Q1 2026 | 5/15/2026 | 21 |
| 2804 | CARRET ASSET MANAGEMENT, LLC | $1.02B | Q1 2026 | 5/15/2026 | 293 |
| 2805 | EQT Fund Management S.a r.l. | $1.02B | Q1 2026 | 5/14/2026 | 5 |
| 2806 | Capital Investment Services of America, Inc. | $1.02B | Q2 2026 | 7/22/2026 | 83 |
| 2807 | Silicon Valley Capital Partners | $1.02B | Q1 2026 | 5/19/2026 | 454 |
| 2808 | Galileo (PTC) Ltd | $1.02B | Q1 2026 | 5/6/2026 | 3 |
| 2809 | HALCYON OFFSHORE ASSET MANAGEMENT LLC | $1.02B | Q1 2014 | 5/15/2014 | 88 |
| 2810 | MV CAPITAL MANAGEMENT, INC. | $1.02B | Q1 2026 | 4/30/2026 | 1,197 |
| 2811 | JABODON PT CO | $1.02B | Q2 2026 | 7/21/2026 | 8 |
| 2812 | SC XI MANAGEMENT LLC | $1.02B | Q2 2014 | 8/8/2014 | 4 |
| 2813 | KGH Ltd | $1.02B | Q1 2014 | 5/15/2014 | 50 |
| 2814 | CONNABLE OFFICE INC | $1.02B | Q1 2026 | 4/29/2026 | 224 |
| 2815 | Redhawk Wealth Advisors, Inc. | $1.02B | Q2 2026 | 7/9/2026 | 408 |
| 2816 | Melqart Asset Management (UK) Ltd | $1.01B | Q1 2026 | 5/12/2026 | 41 |
| 2817 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.01B | Q1 2026 | 4/27/2026 | 232 |
| 2818 | WEALTH ALLIANCE, LLC | $1.01B | Q1 2026 | 5/14/2026 | 548 |
| 2819 | GRS Advisors, LLC | $1.01B | Q1 2026 | 5/15/2026 | 32 |
| 2820 | Counterpoint Mutual Funds LLC | $1.01B | Q2 2026 | 7/20/2026 | 295 |
| 2821 | Quantum Financial Advisors, LLC | $1.01B | Q2 2026 | 7/8/2026 | 251 |
| 2822 | DiNuzzo Private Wealth, Inc. | $1.01B | Q2 2026 | 7/10/2026 | 1,347 |
| 2823 | Artal Group S.A. | $1.01B | Q1 2026 | 5/14/2026 | 2 |
| 2824 | Bronte Capital Management Pty Ltd. | $1.01B | Q1 2026 | 4/27/2026 | 54 |
| 2825 | Euro Pacific Asset Management, LLC | $1.01B | Q1 2026 | 5/6/2026 | 96 |
| 2826 | Grove Bank & Trust | $1.01B | Q2 2026 | 7/7/2026 | 886 |
| 2827 | Coastline Trust Co | $1.01B | Q1 2026 | 4/3/2026 | 408 |
| 2828 | ALLEN HOLDING INC /NY | $1.01B | Q1 2026 | 5/7/2026 | 9 |
| 2829 | Provident Investment Management, Inc. | $1.01B | Q1 2026 | 5/13/2026 | 82 |
| 2830 | Miller Investment Management, LP | $1.01B | Q1 2026 | 5/8/2026 | 86 |
| 2831 | Pictet North America Advisors SA | $1.01B | Q1 2026 | 4/14/2026 | 154 |
| 2832 | Eagle Strategies LLC | $1.01B | Q2 2026 | 7/21/2026 | 273 |
| 2833 | PATTON ALBERTSON MILLER GROUP, LLC | $1B | Q2 2026 | 7/22/2026 | 213 |
| 2834 | Taikang Asset Management (Hong Kong) Co Ltd | $1B | Q1 2026 | 5/14/2026 | 75 |
| 2835 | Private Capital Management, LLC | $1B | Q1 2026 | 5/15/2026 | 194 |
| 2836 | BADGLEY PHELPS & BELL INC | $1B | Q2 2014 | 8/1/2014 | 183 |
| 2837 | Voya Financial Advisors, Inc. | $1B | Q1 2026 | 5/12/2026 | 209 |
| 2838 | ALYDAR PARTNERS LLC | $1B | Q1 2014 | 5/15/2014 | 100 |
| 2839 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $1B | Q1 2026 | 5/7/2026 | 263 |
| 2840 | Spear Holdings RSC Ltd | $1B | Q1 2026 | 5/14/2026 | 18 |
| 2841 | ADDISON CLARK MANAGEMENT, L.L.C. | $1B | Q1 2014 | 5/15/2014 | 20 |
| 2842 | HOWARD FINANCIAL SERVICES, LTD. | $1B | Q2 2026 | 7/7/2026 | 269 |
| 2843 | Cornerstone Capital, Inc. | $1B | Q1 2026 | 5/12/2026 | 118 |
| 2844 | SYM FINANCIAL Corp | $1B | Q1 2026 | 5/8/2026 | 415 |
| 2845 | SHEETS SMITH WEALTH MANAGEMENT | $1B | Q2 2026 | 7/13/2026 | 408 |
| 2846 | MAR VISTA INVESTMENT PARTNERS LLC | $1B | Q1 2026 | 5/12/2026 | 35 |
| 2847 | WGI DM, LLC | $1B | Q1 2026 | 5/14/2026 | 6 |
| 2848 | Edinburgh Partners Ltd | $999M | Q2 2014 | 7/17/2014 | 40 |
| 2849 | BROADVIEW ADVISORS LLC | $999M | Q1 2014 | 5/15/2014 | 100 |
| 2850 | Embree Financial Group | $999M | Q2 2026 | 7/15/2026 | 290 |
| 2851 | 180 WEALTH ADVISORS, LLC | $997M | Q2 2026 | 7/7/2026 | 493 |
| 2852 | Numerai GP LLC | $997M | Q1 2026 | 5/15/2026 | 746 |
| 2853 | Heritage Trust Co | $997M | Q1 2026 | 5/13/2026 | 308 |
| 2854 | HHM Wealth Advisors, LLC | $996M | Q2 2026 | 7/13/2026 | 898 |
| 2855 | Gladstone Capital Management LLP | $996M | Q1 2026 | 5/15/2026 | 32 |
| 2856 | Cheviot Value Management, LLC | $996M | Q1 2026 | 5/12/2026 | 426 |
| 2857 | Strategies Wealth Advisors, LLC | $995M | Q1 2026 | 5/15/2026 | 193 |
| 2858 | ROMANO BROTHERS AND COMPANY | $994M | Q2 2026 | 7/21/2026 | 331 |
| 2859 | Stadion Money Management, LLC | $994M | Q1 2026 | 5/15/2026 | 26 |
| 2860 | VISTA CAPITAL PARTNERS, INC. | $994M | Q1 2026 | 5/5/2026 | 156 |
| 2861 | ARROW FINANCIAL CORP | $994M | Q1 2026 | 5/11/2026 | 157 |
| 2862 | Knollwood Investment Advisory, LLC | $992M | Q1 2026 | 5/14/2026 | 303 |
| 2863 | Capital Advisors, Ltd. LLC | $991M | Q2 2026 | 7/16/2026 | 1,518 |
| 2864 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $990M | Q2 2026 | 7/16/2026 | 224 |
| 2865 | Elm Ridge Management, LLC | $990M | Q1 2014 | 5/15/2014 | 46 |
| 2866 | AZZAD ASSET MANAGEMENT INC /ADV | $989M | Q1 2026 | 4/30/2026 | 331 |
| 2867 | Lightspeed Management Company, L.L.C. | $988M | Q1 2026 | 5/15/2026 | 8 |
| 2868 | NOVEM GROUP | $988M | Q2 2026 | 7/21/2026 | 445 |
| 2869 | Rock Creek Group LLC | $988M | Q1 2026 | 5/11/2026 | 56 |
| 2870 | Polymer Capital Management (US) LLC | $988M | Q1 2026 | 5/13/2026 | 803 |
| 2871 | Archford Capital Strategies, LLC | $987M | Q2 2026 | 7/17/2026 | 359 |
| 2872 | Wealth Management Nebraska | $987M | Q1 2026 | 5/15/2026 | 100 |
| 2873 | Forge Financial Services LLC | $987M | Q1 2026 | 5/8/2026 | 31 |
| 2874 | Planning Center, Inc. | $987M | Q1 2026 | 4/28/2026 | 78 |
| 2875 | Politan Capital Management LP | $985M | Q1 2026 | 5/15/2026 | 3 |
| 2876 | LVZ, Inc. | $984M | Q2 2026 | 7/9/2026 | 177 |
| 2877 | Central Pacific Bank - Trust Division | $984M | Q2 2026 | 7/7/2026 | 889 |
| 2878 | NORTH RUN CAPITAL, LP | $984M | Q1 2014 | 5/16/2014 | 30 |
| 2879 | MIZUHO FINANCIAL GROUP INC | $982M | Q2 2014 | 7/18/2014 | 2 |
| 2880 | Medicxi Ventures Management (Jersey) Ltd | $982M | Q1 2026 | 4/21/2026 | 4 |
| 2881 | Evolution Wealth Advisors, LLC | $981M | Q1 2026 | 5/8/2026 | 176 |
| 2882 | Force Capital Management LLC | $981M | Q1 2014 | 5/15/2014 | 39 |
| 2883 | Blueprint Investment Partners LLC | $980M | Q1 2026 | 5/15/2026 | 131 |
| 2884 | RATIONAL ADVISORS, INC. | $980M | Q1 2026 | 5/7/2026 | 181 |
| 2885 | SILVERARC CAPITAL MANAGEMENT, LLC | $980M | Q1 2026 | 5/14/2026 | 73 |
| 2886 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $977M | Q1 2026 | 4/30/2026 | 286 |
| 2887 | Fortis Capital Management LLC | $977M | Q1 2026 | 5/11/2026 | 211 |
| 2888 | PSG Equity L.L.C. | $977M | Q1 2026 | 5/5/2026 | 1 |
| 2889 | Berkshire Money Management, Inc. | $976M | Q1 2026 | 4/21/2026 | 52 |
| 2890 | KIM, LLC | $976M | Q1 2026 | 5/12/2026 | 64 |
| 2891 | Gryphon Financial Partners LLC | $976M | Q1 2026 | 5/6/2026 | 362 |
| 2892 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $976M | Q1 2026 | 5/14/2026 | 229 |
| 2893 | Abu Dhabi Investment Council Co P.J.S.C | $975M | Q1 2026 | 5/15/2026 | 25 |
| 2894 | Kiwi Wealth Investments Limited Partnership | $975M | Q2 2014 | 8/6/2014 | 52 |
| 2895 | Steigerwald, Gordon & Koch Inc. | $974M | Q1 2026 | 4/28/2026 | 782 |
| 2896 | Patriot Financial Group Insurance Agency, LLC | $974M | Q2 2026 | 7/16/2026 | 491 |
| 2897 | Uniplan Investment Counsel, Inc. | $974M | Q1 2026 | 5/15/2026 | 183 |
| 2898 | Two Creeks Capital Management, LP | $974M | Q1 2026 | 5/15/2026 | 22 |
| 2899 | STANSBERRY ASSET MANAGEMENT, LLC | $973M | Q1 2026 | 5/15/2026 | 141 |
| 2900 | Jackson Wealth Management, LLC | $972M | Q1 2026 | 5/11/2026 | 153 |
| 2901 | MANE GLOBAL CAPITAL MANAGEMENT LP | $971M | Q1 2026 | 5/15/2026 | 57 |
| 2902 | Cascade Financial Partners, LLC | $970M | Q1 2026 | 5/12/2026 | 263 |
| 2903 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $970M | Q1 2026 | 5/14/2026 | 154 |
| 2904 | Parkman Healthcare Partners LLC | $970M | Q1 2026 | 5/15/2026 | 90 |
| 2905 | BANCORPSOUTH INC | $969M | Q2 2014 | 8/6/2014 | 272 |
| 2906 | Stokes Family Office, LLC | $969M | Q1 2026 | 5/11/2026 | 276 |
| 2907 | Bensler, LLC | $969M | Q1 2026 | 5/1/2026 | 194 |
| 2908 | Intrua Financial, LLC | $969M | Q1 2026 | 4/23/2026 | 459 |
| 2909 | LMR Master Fund Ltd | $968M | Q4 2013 | 2/14/2014 | 344 |
| 2910 | Pinnacle Wealth Planning Services, Inc. | $968M | Q1 2026 | 5/11/2026 | 2,737 |
| 2911 | WNY Asset Management, LLC | $967M | Q1 2026 | 5/22/2026 | 249 |
| 2912 | Great Lakes Retirement, Inc. | $967M | Q1 2026 | 5/6/2026 | 219 |
| 2913 | Graham Holdings Co | $967M | Q1 2026 | 5/15/2026 | 6 |
| 2914 | SeaStone Capital Management, L.P. | $965M | Q1 2014 | 5/15/2014 | 37 |
| 2915 | TWINBEECH CAPITAL LP | $965M | Q1 2026 | 5/15/2026 | 536 |
| 2916 | Revolve Wealth Partners, LLC | $965M | Q2 2026 | 7/9/2026 | 356 |
| 2917 | Bath Savings Trust Co | $965M | Q2 2026 | 7/9/2026 | 177 |
| 2918 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $965M | Q1 2026 | 4/30/2026 | 91 |
| 2919 | Focused Wealth Management, Inc | $964M | Q1 2026 | 4/20/2026 | 228 |
| 2920 | Ullmann Wealth Partners Group, LLC | $963M | Q1 2026 | 4/13/2026 | 156 |
| 2921 | Triple Frond Partners LLC | $963M | Q1 2026 | 5/14/2026 | 12 |
| 2922 | Quantitative Investment Management, LLC | $963M | Q1 2026 | 5/15/2026 | 363 |
| 2923 | MASTERINVEST Kapitalanlage GmbH | $962M | Q1 2026 | 5/5/2026 | 292 |
| 2924 | ARDSLEY ADVISORY PARTNERS LP | $960M | Q2 2026 | 7/13/2026 | 145 |
| 2925 | NAVELLIER & ASSOCIATES INC | $960M | Q1 2026 | 5/7/2026 | 326 |
| 2926 | BURNS J W & CO INC/NY | $959M | Q2 2026 | 7/15/2026 | 189 |
| 2927 | Oak Harvest Investment Services | $958M | Q1 2026 | 4/22/2026 | 229 |
| 2928 | BRUNI J V & CO /CO | $958M | Q1 2026 | 5/7/2026 | 31 |
| 2929 | Lombard Odier Asset Management (USA) Corp | $957M | Q1 2026 | 5/15/2026 | 263 |
| 2930 | Pekin Hardy Strauss, Inc. | $957M | Q1 2026 | 5/6/2026 | 478 |
| 2931 | Paradigm Operations LP | $954M | Q1 2026 | 5/15/2026 | 3 |
| 2932 | ICC CAPITAL MANAGEMENT INC/ | $953M | Q2 2014 | 8/8/2014 | 264 |
| 2933 | Wellesley Asset Management | $953M | Q1 2026 | 5/11/2026 | 54 |
| 2934 | Abacus Wealth Partners, LLC | $952M | Q2 2026 | 7/22/2026 | 322 |
| 2935 | Legacy Edge Advisors, LLC | $951M | Q1 2026 | 5/11/2026 | 223 |
| 2936 | Inscription Capital, LLC | $951M | Q1 2026 | 4/20/2026 | 715 |
| 2937 | DOCK STREET ASSET MANAGEMENT INC | $951M | Q1 2026 | 4/20/2026 | 58 |
| 2938 | SUMMIT WEALTH GROUP LLC / CO | $950M | Q1 2026 | 4/23/2026 | 339 |
| 2939 | NORTHPOINTE CAPITAL LLC | $950M | Q2 2014 | 8/7/2014 | 222 |
| 2940 | SWARTHMORE GROUP INC | $950M | Q2 2014 | 7/18/2014 | 61 |
| 2941 | CVA Family Office, LLC | $950M | Q1 2026 | 4/29/2026 | 1,838 |
| 2942 | STEEL GROVE CAPITAL ADVISORS, LLC | $949M | Q1 2026 | 5/7/2026 | 220 |
| 2943 | Gemsstock Ltd. | $949M | Q1 2026 | 5/14/2026 | 28 |
| 2944 | Southern Farm Bureau Life Insurance | $947M | Q1 2026 | 6/2/2026 | 15 |
| 2945 | ARBOR CAPITAL MANAGEMENT LLC | $947M | Q1 2014 | 5/15/2014 | 156 |
| 2946 | Iron Gate Global Advisors LLC | $947M | Q1 2026 | 5/15/2026 | 105 |
| 2947 | Discerene Group LP | $946M | Q1 2026 | 5/14/2026 | 12 |
| 2948 | V-Square Quantitative Management LLC | $946M | Q1 2026 | 4/27/2026 | 721 |
| 2949 | Provenance Wealth Advisors, LLC | $945M | Q1 2026 | 4/20/2026 | 412 |
| 2950 | Mount Kellett Capital Management LP | $944M | Q1 2014 | 5/15/2014 | 11 |
| 2951 | Disciplina Capital Management LLC | $944M | Q1 2026 | 5/7/2026 | 68 |
| 2952 | Convergence Financial, LLC | $943M | Q1 2026 | 5/11/2026 | 217 |
| 2953 | Harbour Trust & Investment Management Co | $943M | Q1 2026 | 4/28/2026 | 155 |
| 2954 | Allegheny Financial Group | $942M | Q2 2026 | 7/22/2026 | 305 |
| 2955 | Minneapolis Portfolio Management Group, LLC | $942M | Q1 2026 | 5/4/2026 | 33 |
| 2956 | OLP CAPITAL MANAGEMENT Ltd | $942M | Q1 2026 | 5/19/2026 | 7 |
| 2957 | FSM Wealth Advisors, LLC | $939M | Q2 2026 | 7/15/2026 | 350 |
| 2958 | LINCLUDEN MANAGEMENT LTD | $939M | Q1 2026 | 5/13/2026 | 70 |
| 2959 | LEUTHOLD GROUP, LLC | $939M | Q1 2026 | 5/6/2026 | 211 |
| 2960 | Institute for Wealth Management, LLC. | $938M | Q1 2026 | 5/13/2026 | 542 |
| 2961 | STEWART WEST INDIES TRADING CO., LTD | $938M | Q1 2014 | 5/15/2014 | 53 |
| 2962 | Portland Global Advisors LLC | $938M | Q1 2026 | 5/11/2026 | 146 |
| 2963 | Poplar Forest Capital LLC | $937M | Q1 2014 | 5/9/2014 | 49 |
| 2964 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | $937M | Q2 2014 | 7/28/2014 | 300 |
| 2965 | Newtyn Management, LLC | $936M | Q1 2026 | 5/15/2026 | 33 |
| 2966 | Private Wealth Asset Management, LLC | $935M | Q1 2026 | 5/6/2026 | 923 |
| 2967 | High Probability Advisors, LLC | $935M | Q2 2026 | 7/13/2026 | 75 |
| 2968 | ALTFEST L J & CO INC | $935M | Q1 2026 | 4/28/2026 | 326 |
| 2969 | VALLEY FORGE ASSET MANAGEMENT, LLC | $934M | Q2 2014 | 8/7/2014 | 90 |
| 2970 | NetEase, Inc. | $934M | Q1 2026 | 5/14/2026 | 2 |
| 2971 | Massar Capital Management, LP | $934M | Q1 2026 | 5/15/2026 | 246 |
| 2972 | Tamar Securities, LLC | $934M | Q1 2026 | 5/14/2026 | 91 |
| 2973 | TRITONPOINT WEALTH, LLC | $934M | Q1 2026 | 4/21/2026 | 268 |
| 2974 | Financial Plan, Inc. | $933M | Q1 2026 | 4/24/2026 | 94 |
| 2975 | SYCOMORE ASSET MANAGEMENT | $932M | Q2 2026 | 7/16/2026 | 73 |
| 2976 | Greenline Partners, LLC | $930M | Q1 2026 | 5/15/2026 | 144 |
| 2977 | Onyx Bridge Wealth Group LLC | $930M | Q1 2026 | 4/22/2026 | 373 |
| 2978 | Opus Capital Group, LLC | $930M | Q1 2026 | 4/30/2026 | 139 |
| 2979 | BIGLARI CAPITAL CORP. | $929M | Q1 2026 | 5/15/2026 | 12 |
| 2980 | Westerkirk Capital Inc. | $929M | Q1 2026 | 5/14/2026 | 208 |
| 2981 | Van Cleef Asset Management,Inc | $929M | Q1 2026 | 5/1/2026 | 118 |
| 2982 | Arista Wealth Management, LLC | $927M | Q2 2026 | 7/8/2026 | 266 |
| 2983 | ABC ARBITRAGE SA | $926M | Q2 2026 | 7/20/2026 | 381 |
| 2984 | BARLOW WEALTH PARTNERS, LLC | $926M | Q2 2026 | 7/14/2026 | 149 |
| 2985 | Innovator Capital Management, LLC | $925M | Q1 2026 | 5/15/2026 | 10 |
| 2986 | Tairen Capital Ltd | $924M | Q1 2026 | 5/15/2026 | 44 |
| 2987 | CAHILL FINANCIAL ADVISORS INC | $924M | Q1 2026 | 5/12/2026 | 286 |
| 2988 | Marble Harbor Investment Counsel, LLC | $923M | Q1 2026 | 5/8/2026 | 192 |
| 2989 | Old West Investment Management, LLC | $923M | Q1 2026 | 5/12/2026 | 123 |
| 2990 | Litespeed Management, L.L.C. | $922M | Q1 2014 | 5/15/2014 | 24 |
| 2991 | Goldstone Financial Group, LLC | $922M | Q1 2026 | 4/24/2026 | 228 |
| 2992 | Koch, Inc. | $922M | Q1 2026 | 5/12/2026 | 8 |
| 2993 | Tyro Capital Management LLC | $921M | Q1 2026 | 7/6/2026 | 26 |
| 2994 | Flat Footed LLC | $920M | Q1 2026 | 5/15/2026 | 39 |
| 2995 | Wilmington Funds Management Corp | $920M | Q1 2014 | 5/14/2014 | 769 |
| 2996 | Violich Capital Management, Inc. | $919M | Q2 2026 | 7/16/2026 | 122 |
| 2997 | AssuredPartners Investment Advisors, LLC | $919M | Q1 2026 | 4/10/2026 | 402 |
| 2998 | WENDELL DAVID ASSOCIATES INC | $919M | Q1 2026 | 4/23/2026 | 151 |
| 2999 | SJS Investment Consulting Inc. | $919M | Q2 2026 | 7/22/2026 | 2,884 |
| 3000 | STRATEGIC PLANNING GROUP, LLC | $918M | Q2 2026 | 7/16/2026 | 75 |