Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2801 | Institute for Wealth Management, LLC. | $1.13B | Q2 2026 | 7/28/2026 | 1,769 |
| 2802 | Tairen Capital Ltd | $1.13B | Q2 2026 | 8/13/2026 | 44 |
| 2803 | Bensler, LLC | $1.13B | Q2 2026 | 7/23/2026 | 198 |
| 2804 | SENTINEL TRUST CO LBA | $1.13B | Q2 2026 | 7/13/2026 | 136 |
| 2805 | AZZAD ASSET MANAGEMENT INC /ADV | $1.13B | Q2 2026 | 7/29/2026 | 351 |
| 2806 | BFSG, LLC | $1.13B | Q2 2026 | 7/20/2026 | 768 |
| 2807 | Global Strategic Investment Solutions, LLC | $1.13B | Q2 2026 | 8/7/2026 | 151 |
| 2808 | MV CAPITAL MANAGEMENT, INC. | $1.13B | Q2 2026 | 7/30/2026 | 1,278 |
| 2809 | Inscription Capital, LLC | $1.13B | Q2 2026 | 8/13/2026 | 791 |
| 2810 | Coastline Trust Co | $1.13B | Q2 2026 | 8/14/2026 | 406 |
| 2811 | VR Advisory Services Ltd | $1.13B | Q2 2026 | 8/14/2026 | 43 |
| 2812 | Wedbush Fund Advisers, LLC | $1.13B | Q2 2026 | 8/14/2026 | 103 |
| 2813 | Great Lakes Retirement, Inc. | $1.13B | Q2 2026 | 7/30/2026 | 216 |
| 2814 | GUARDIAN LIFE INSURANCE CO OF AMERICA | $1.13B | Q1 2014 | 5/14/2014 | 581 |
| 2815 | BEACH INVESTMENT COUNSEL INC/PA | $1.13B | Q2 2014 | 7/22/2014 | 174 |
| 2816 | PALLADIUM PARTNERS LLC | $1.12B | Q2 2014 | 8/1/2014 | 250 |
| 2817 | Knollwood Investment Advisory, LLC | $1.12B | Q2 2026 | 8/13/2026 | 270 |
| 2818 | Atom Investors LP | $1.12B | Q2 2026 | 8/14/2026 | 818 |
| 2819 | PENN DAVIS MCFARLAND INC | $1.12B | Q2 2026 | 7/15/2026 | 79 |
| 2820 | WEATHERBIE CAPITAL, LLC | $1.12B | Q2 2014 | 8/8/2014 | 75 |
| 2821 | Informed Momentum Co LLC | $1.12B | Q2 2026 | 8/13/2026 | 268 |
| 2822 | Hudson Way Capital Management LLC | $1.12B | Q2 2026 | 8/14/2026 | 18 |
| 2823 | Wealth Management Nebraska | $1.12B | Q2 2026 | 7/27/2026 | 106 |
| 2824 | Triple Frond Partners LLC | $1.12B | Q2 2026 | 8/13/2026 | 13 |
| 2825 | Shannon River Fund Management LLC | $1.12B | Q2 2026 | 8/13/2026 | 37 |
| 2826 | WNY Asset Management, LLC | $1.12B | Q2 2026 | 8/17/2026 | 261 |
| 2827 | Autonomy Capital (Jersey) L.P. | $1.12B | Q1 2014 | 5/15/2014 | 18 |
| 2828 | Cornerstone Capital, Inc. | $1.12B | Q2 2026 | 8/3/2026 | 120 |
| 2829 | BRYN MAWR CAPITAL MANAGEMENT INC | $1.12B | Q1 2014 | 5/15/2014 | 531 |
| 2830 | Strategies Wealth Advisors, LLC | $1.12B | Q2 2026 | 8/14/2026 | 202 |
| 2831 | HCR Wealth Advisors | $1.12B | Q2 2026 | 7/13/2026 | 259 |
| 2832 | CANANDAIGUA NATIONAL CORP | $1.12B | Q1 2026 | 4/8/2026 | 310 |
| 2833 | VIKING FUND MANAGEMENT LLC | $1.12B | Q2 2026 | 7/13/2026 | 146 |
| 2834 | ARROW FINANCIAL CORP | $1.12B | Q2 2026 | 7/31/2026 | 162 |
| 2835 | Versant Capital Management, Inc | $1.12B | Q2 2026 | 7/2/2026 | 2,745 |
| 2836 | STARR INTERNATIONAL CO INC | $1.12B | Q2 2014 | 8/7/2014 | 29 |
| 2837 | JGP Wealth Management, LLC | $1.11B | Q2 2026 | 7/7/2026 | 231 |
| 2838 | Frec Markets, Inc. | $1.11B | Q2 2026 | 8/13/2026 | 905 |
| 2839 | Octagon Capital Advisors LP | $1.11B | Q2 2026 | 8/14/2026 | 27 |
| 2840 | Onyx Bridge Wealth Group LLC | $1.11B | Q2 2026 | 7/23/2026 | 389 |
| 2841 | MASON STREET ADVISORS, LLC | $1.11B | Q2 2026 | 8/12/2026 | 15 |
| 2842 | Guardian Partners Inc. | $1.11B | Q2 2026 | 7/29/2026 | 391 |
| 2843 | TOWER BRIDGE ADVISORS | $1.11B | Q2 2026 | 8/12/2026 | 222 |
| 2844 | Trust Co | $1.11B | Q2 2026 | 7/10/2026 | 908 |
| 2845 | Galileo (PTC) Ltd | $1.11B | Q2 2026 | 8/5/2026 | 3 |
| 2846 | Aperture Investors, LLC | $1.11B | Q2 2026 | 8/14/2026 | 87 |
| 2847 | HBW ADVISORY SERVICES LLC | $1.11B | Q2 2026 | 7/16/2026 | 463 |
| 2848 | GLENHILL ADVISORS LLC | $1.11B | Q1 2014 | 5/15/2014 | 115 |
| 2849 | CVA Family Office, LLC | $1.1B | Q2 2026 | 8/7/2026 | 1,802 |
| 2850 | Opaleye Management Inc. | $1.1B | Q2 2026 | 8/14/2026 | 58 |
| 2851 | Premier Fund Managers Ltd | $1.1B | Q2 2026 | 7/22/2026 | 174 |
| 2852 | Heron Bay Capital Management | $1.1B | Q2 2026 | 8/11/2026 | 97 |
| 2853 | Impax Asset Management LTD | $1.1B | Q1 2014 | 5/23/2014 | 41 |
| 2854 | Trivium Point Advisory, LLC | $1.1B | Q2 2026 | 8/6/2026 | 354 |
| 2855 | Zweig-DiMenna Associates LLC | $1.1B | Q2 2026 | 8/13/2026 | 70 |
| 2856 | Naviter Wealth, LLC | $1.1B | Q2 2026 | 8/7/2026 | 305 |
| 2857 | Teamwork Financial Advisors, LLC | $1.1B | Q2 2026 | 7/8/2026 | 215 |
| 2858 | Rodgers & Associates, LTD | $1.1B | Q2 2026 | 7/21/2026 | 108 |
| 2859 | Silver Point Capital L.P. | $1.1B | Q2 2026 | 8/14/2026 | 14 |
| 2860 | DUMAC, INC. | $1.1B | Q2 2026 | 8/11/2026 | 16 |
| 2861 | Ullmann Wealth Partners Group, LLC | $1.1B | Q2 2026 | 8/10/2026 | 174 |
| 2862 | BEACON FINANCIAL GROUP | $1.1B | Q2 2026 | 7/16/2026 | 377 |
| 2863 | ARCH Venture Management, LLC | $1.1B | Q2 2026 | 8/14/2026 | 12 |
| 2864 | BBFIT INVESTMENTS PTE LTD | $1.1B | Q2 2026 | 8/14/2026 | 7 |
| 2865 | Taikang Asset Management (Hong Kong) Co Ltd | $1.1B | Q2 2026 | 8/12/2026 | 77 |
| 2866 | Three Seasons Wealth, LLC | $1.1B | Q2 2026 | 8/13/2026 | 180 |
| 2867 | SWISS RE LTD | $1.1B | Q2 2026 | 8/11/2026 | 237 |
| 2868 | Golden State Wealth Management, LLC | $1.1B | Q2 2026 | 7/22/2026 | 1,684 |
| 2869 | Red Door Wealth Management, LLC | $1.1B | Q2 2026 | 7/13/2026 | 320 |
| 2870 | Wellesley Asset Management | $1.1B | Q2 2026 | 8/13/2026 | 64 |
| 2871 | BRUNI J V & CO /CO | $1.1B | Q2 2026 | 8/10/2026 | 33 |
| 2872 | Vivo Capital, LLC | $1.1B | Q2 2026 | 8/14/2026 | 47 |
| 2873 | Miller Investment Management, LP | $1.09B | Q2 2026 | 8/13/2026 | 83 |
| 2874 | Goldstein Advisors, LLC | $1.09B | Q2 2026 | 7/20/2026 | 261 |
| 2875 | Berkshire Money Management, Inc. | $1.09B | Q2 2026 | 7/23/2026 | 56 |
| 2876 | TAIYO LIFE INSURANCE CO | $1.09B | Q2 2026 | 7/27/2026 | 11 |
| 2877 | Koch, Inc. | $1.09B | Q2 2026 | 8/13/2026 | 10 |
| 2878 | Goldstone Financial Group, LLC | $1.09B | Q2 2026 | 8/11/2026 | 243 |
| 2879 | STANSBERRY ASSET MANAGEMENT, LLC | $1.09B | Q2 2026 | 8/14/2026 | 145 |
| 2880 | Alta Park Capital, LP | $1.09B | Q2 2026 | 8/14/2026 | 27 |
| 2881 | Intrua Financial, LLC | $1.09B | Q2 2026 | 7/24/2026 | 495 |
| 2882 | Asset Advisors Investment Management, LLC | $1.09B | Q2 2026 | 7/22/2026 | 102 |
| 2883 | RATIONAL ADVISORS, INC. | $1.09B | Q2 2026 | 7/24/2026 | 195 |
| 2884 | Tekla Capital Management LLC | $1.09B | Q2 2014 | 8/5/2014 | 64 |
| 2885 | Bison Wealth, LLC | $1.09B | Q2 2026 | 7/7/2026 | 485 |
| 2886 | Trybe Capital Management LP | $1.09B | Q2 2026 | 8/14/2026 | 8 |
| 2887 | Legacy Edge Advisors, LLC | $1.09B | Q2 2026 | 8/11/2026 | 239 |
| 2888 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1.09B | Q2 2026 | 8/14/2026 | 29 |
| 2889 | Granite Bay Wealth Management, LLC | $1.09B | Q2 2026 | 8/14/2026 | 170 |
| 2890 | Palisade Asset Management, LLC | $1.08B | Q2 2026 | 7/20/2026 | 204 |
| 2891 | Graham Holdings Co | $1.08B | Q2 2026 | 8/14/2026 | 6 |
| 2892 | DOCK STREET ASSET MANAGEMENT INC | $1.08B | Q2 2026 | 7/30/2026 | 64 |
| 2893 | ARVEST TRUST CO N A | $1.08B | Q2 2014 | 7/14/2014 | 121 |
| 2894 | BUCKINGHAM CAPITAL MANAGEMENT INC | $1.08B | Q1 2014 | 5/14/2014 | 91 |
| 2895 | Boulay Financial Advisors, LLC | $1.08B | Q2 2026 | 8/4/2026 | 6 |
| 2896 | Great Waters Wealth Management | $1.08B | Q2 2026 | 7/8/2026 | 128 |
| 2897 | Foundry Partners, LLC | $1.08B | Q2 2014 | 7/7/2014 | 254 |
| 2898 | Hook Mill Capital Partners, LP | $1.08B | Q2 2026 | 8/14/2026 | 37 |
| 2899 | KMG FIDUCIARY PARTNERS, LLC | $1.08B | Q2 2026 | 7/9/2026 | 207 |
| 2900 | KPCB DGF Associates, LLC | $1.08B | Q2 2014 | 7/25/2014 | 5 |
| 2901 | WATER ISLAND CAPITAL LLC | $1.08B | Q2 2026 | 8/14/2026 | 85 |
| 2902 | REGENTATLANTIC CAPITAL LLC | $1.07B | Q2 2014 | 7/30/2014 | 361 |
| 2903 | TriCert Investment Counsel Inc. | $1.07B | Q2 2026 | 8/10/2026 | 88 |
| 2904 | JIA INVESTMENT ALLIANCE PTE. LTD. | $1.07B | Q2 2026 | 7/16/2026 | 23 |
| 2905 | Ironvine Capital Partners, LLC | $1.07B | Q2 2026 | 8/10/2026 | 57 |
| 2906 | STEEL GROVE CAPITAL ADVISORS, LLC | $1.07B | Q2 2026 | 7/28/2026 | 223 |
| 2907 | Antipodean Advisors LLC | $1.07B | Q1 2014 | 5/15/2014 | 17 |
| 2908 | Graves Light Lenhart Wealth, Inc. | $1.07B | Q2 2026 | 7/7/2026 | 203 |
| 2909 | Oak Harvest Investment Services | $1.07B | Q2 2026 | 7/24/2026 | 209 |
| 2910 | Cypress Capital Group | $1.07B | Q2 2026 | 8/5/2026 | 314 |
| 2911 | Tamar Securities, LLC | $1.07B | Q2 2026 | 8/5/2026 | 98 |
| 2912 | Morgan Stanley Institutional Investment Advisors LLC | $1.07B | Q2 2026 | 8/13/2026 | 5 |
| 2913 | Legacy Advisors, LLC | $1.07B | Q2 2026 | 7/24/2026 | 337 |
| 2914 | Broad Bay Capital Management, LP | $1.07B | Q2 2026 | 8/14/2026 | 24 |
| 2915 | Center for Financial Planning, Inc. | $1.07B | Q2 2026 | 7/21/2026 | 666 |
| 2916 | JAG CAPITAL MANAGEMENT, LLC | $1.07B | Q2 2026 | 7/29/2026 | 152 |
| 2917 | CAPITAL ONE, NATIONAL ASSOCIATION | $1.07B | Q2 2014 | 7/25/2014 | 536 |
| 2918 | Uniplan Investment Counsel, Inc. | $1.07B | Q2 2026 | 8/14/2026 | 175 |
| 2919 | Bedel Financial Consulting, Inc. | $1.06B | Q2 2026 | 7/29/2026 | 309 |
| 2920 | Schneider Downs Wealth Management Advisors, LP | $1.06B | Q2 2026 | 8/5/2026 | 177 |
| 2921 | NWF Advisory Services Inc. | $1.06B | Q2 2026 | 7/29/2026 | 456 |
| 2922 | Petrus Trust Company, LTA | $1.06B | Q2 2026 | 8/14/2026 | 27 |
| 2923 | CUTLER INVESTMENT COUNSEL LLC | $1.06B | Q2 2026 | 7/14/2026 | 157 |
| 2924 | Brehaut David Pascal | $1.06B | Q2 2026 | 8/13/2026 | 1 |
| 2925 | Polaris Capital Management, LLC | $1.06B | Q2 2026 | 7/27/2026 | 84 |
| 2926 | Synergy Asset Management, LLC | $1.06B | Q2 2026 | 7/22/2026 | 274 |
| 2927 | Counsel Portfolio Services Inc. | $1.06B | Q2 2014 | 8/11/2014 | 320 |
| 2928 | Planning Center, Inc. | $1.06B | Q2 2026 | 7/29/2026 | 84 |
| 2929 | Rhenman & Partners Asset Management AB | $1.06B | Q2 2026 | 8/13/2026 | 99 |
| 2930 | ANGELO GORDON & CO., L.P. | $1.06B | Q4 2025 | 2/17/2026 | 61 |
| 2931 | J. Stern & Co. LLP | $1.06B | Q2 2026 | 8/14/2026 | 51 |
| 2932 | Boussard & Gavaudan Investment Management LLP | $1.06B | Q1 2026 | 5/15/2026 | 89 |
| 2933 | Greylock XIV GP LLC | $1.06B | Q2 2026 | 8/7/2026 | 1 |
| 2934 | WESTPORT ADVISERS LLC | $1.06B | Q1 2014 | 5/9/2014 | 59 |
| 2935 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $1.06B | Q2 2026 | 8/12/2026 | 90 |
| 2936 | Minneapolis Portfolio Management Group, LLC | $1.06B | Q2 2026 | 7/27/2026 | 34 |
| 2937 | Convergence Investment Partners, LLC | $1.06B | Q2 2026 | 7/31/2026 | 241 |
| 2938 | FOURPOINTS Investment Managers, S.A.S. | $1.05B | Q2 2014 | 8/6/2014 | 81 |
| 2939 | SYMPHONY ASSET MANAGEMENT LLC | $1.05B | Q1 2014 | 5/15/2014 | 405 |
| 2940 | Financial Management Professionals, Inc. | $1.05B | Q2 2026 | 7/9/2026 | 1,054 |
| 2941 | FengHe Fund Management Pte. Ltd. | $1.05B | Q2 2026 | 8/7/2026 | 18 |
| 2942 | Financial Plan, Inc. | $1.05B | Q2 2026 | 8/14/2026 | 95 |
| 2943 | WEALTHCARE CAPITAL MANAGEMENT LLC | $1.05B | Q2 2026 | 7/9/2026 | 105 |
| 2944 | ABNER HERRMAN & BROCK LLC | $1.05B | Q2 2026 | 7/8/2026 | 111 |
| 2945 | TriOaks Capital Management L.P. | $1.05B | Q1 2014 | 5/15/2014 | 66 |
| 2946 | Per Stirling Capital Management, LLC. | $1.05B | Q2 2026 | 8/14/2026 | 334 |
| 2947 | Portland Global Advisors LLC | $1.05B | Q2 2026 | 8/13/2026 | 154 |
| 2948 | V-Square Quantitative Management LLC | $1.05B | Q2 2026 | 7/27/2026 | 725 |
| 2949 | Melqart Asset Management (UK) Ltd | $1.05B | Q2 2026 | 8/14/2026 | 40 |
| 2950 | Pinnacle Wealth Planning Services, Inc. | $1.05B | Q2 2026 | 8/7/2026 | 2,749 |
| 2951 | Provenance Wealth Advisors, LLC | $1.05B | Q2 2026 | 7/24/2026 | 609 |
| 2952 | Accurate Wealth Management, LLC | $1.05B | Q2 2026 | 7/14/2026 | 576 |
| 2953 | MIRABELLA FINANCIAL SERVICES LLP | $1.05B | Q2 2026 | 7/31/2026 | 666 |
| 2954 | True North Advisors, LLC | $1.05B | Q2 2026 | 7/22/2026 | 291 |
| 2955 | Jabre Capital Partners S.A. | $1.05B | Q1 2014 | 5/15/2014 | 106 |
| 2956 | TETRAD CORP | $1.05B | Q2 2026 | 7/6/2026 | 3 |
| 2957 | SUMMIT SECURITIES GROUP LLC | $1.05B | Q2 2026 | 8/3/2026 | 1,135 |
| 2958 | Southern Farm Bureau Life Insurance | $1.05B | Q2 2026 | 7/29/2026 | 15 |
| 2959 | HAYMAN CAPITAL MANAGEMENT, L.P. | $1.04B | Q1 2014 | 5/15/2014 | 26 |
| 2960 | CAHILL FINANCIAL ADVISORS INC | $1.04B | Q2 2026 | 8/11/2026 | 296 |
| 2961 | GEORGE KAISER FAMILY FOUNDATION | $1.04B | Q2 2026 | 8/12/2026 | 105 |
| 2962 | Kera Capital Partners, Inc. | $1.04B | Q2 2026 | 8/14/2026 | 634 |
| 2963 | One Madison Group LLC | $1.04B | Q2 2026 | 8/14/2026 | 27 |
| 2964 | Long Pond Capital, LP | $1.04B | Q2 2026 | 8/13/2026 | 31 |
| 2965 | Westerkirk Capital Inc. | $1.04B | Q2 2026 | 8/10/2026 | 212 |
| 2966 | U S GLOBAL INVESTORS INC | $1.04B | Q2 2026 | 7/27/2026 | 132 |
| 2967 | SR ONE CAPITAL MANAGEMENT, LP | $1.04B | Q2 2026 | 8/12/2026 | 15 |
| 2968 | Harbour Trust & Investment Management Co | $1.04B | Q2 2026 | 7/28/2026 | 160 |
| 2969 | Private Wealth Asset Management, LLC | $1.04B | Q2 2026 | 8/11/2026 | 930 |
| 2970 | TIEDEMANN TRUST CO | $1.04B | Q2 2014 | 7/31/2014 | 80 |
| 2971 | CALIBER WEALTH MANAGEMENT, LLC / KS | $1.04B | Q2 2026 | 7/22/2026 | 300 |
| 2972 | New England Private Wealth Advisors LLC | $1.04B | Q2 2026 | 8/4/2026 | 205 |
| 2973 | Oak Thistle LLC | $1.03B | Q2 2026 | 7/20/2026 | 466 |
| 2974 | Iron Gate Global Advisors LLC | $1.03B | Q2 2026 | 8/14/2026 | 109 |
| 2975 | ABSOLUTE INVESTMENT ADVISERS, LLC | $1.03B | Q2 2026 | 7/21/2026 | 112 |
| 2976 | Sierra Capital LLC | $1.03B | Q2 2026 | 8/13/2026 | 240 |
| 2977 | ISTHMUS PARTNERS, LLC | $1.03B | Q2 2026 | 7/20/2026 | 226 |
| 2978 | Baldwin Investment Management, LLC | $1.03B | Q2 2026 | 7/28/2026 | 231 |
| 2979 | Laurel Wealth Advisors LLC | $1.03B | Q2 2026 | 7/17/2026 | 200 |
| 2980 | AssuredPartners Investment Advisors, LLC | $1.03B | Q2 2026 | 8/10/2026 | 416 |
| 2981 | RUTABAGA CAPITAL MANAGEMENT LLC/MA | $1.03B | Q1 2014 | 5/7/2014 | 73 |
| 2982 | ARMSTRONG HENRY H ASSOCIATES INC | $1.03B | Q2 2026 | 7/7/2026 | 64 |
| 2983 | Opus Capital Group, LLC | $1.03B | Q2 2026 | 7/31/2026 | 150 |
| 2984 | Broadfin Capital, LLC | $1.03B | Q1 2014 | 5/15/2014 | 85 |
| 2985 | Paradigm Operations LP | $1.03B | Q2 2026 | 8/14/2026 | 4 |
| 2986 | ALTFEST L J & CO INC | $1.03B | Q2 2026 | 7/30/2026 | 311 |
| 2987 | Rodgers Brothers Inc. | $1.03B | Q2 2026 | 8/5/2026 | 247 |
| 2988 | Provident Investment Management, Inc. | $1.03B | Q2 2026 | 8/11/2026 | 89 |
| 2989 | Quadcap Wealth Management, LLC | $1.03B | Q2 2026 | 7/31/2026 | 432 |
| 2990 | Impact Partnership Wealth, LLC | $1.03B | Q2 2026 | 7/29/2026 | 454 |
| 2991 | Massar Capital Management, LP | $1.03B | Q2 2026 | 8/14/2026 | 265 |
| 2992 | Columbus Macro, LLC | $1.03B | Q2 2026 | 7/22/2026 | 207 |
| 2993 | Engine Capital Management, LP | $1.03B | Q2 2026 | 8/14/2026 | 29 |
| 2994 | Columbus Hill Capital Management, L.P. | $1.03B | Q2 2026 | 8/13/2026 | 30 |
| 2995 | APIS CAPITAL ADVISORS, LLC | $1.03B | Q2 2026 | 8/14/2026 | 60 |
| 2996 | RH Tailwind Management, LLC | $1.03B | Q2 2026 | 8/14/2026 | 58 |
| 2997 | Invst, LLC | $1.03B | Q2 2026 | 8/14/2026 | 343 |
| 2998 | Insight Wealth Strategies, LLC | $1.02B | Q2 2026 | 7/10/2026 | 183 |
| 2999 | TOTH FINANCIAL ADVISORY CORP | $1.02B | Q2 2026 | 7/14/2026 | 880 |
| 3000 | Moisand Fitzgerald Tamayo, LLC | $1.02B | Q2 2026 | 7/13/2026 | 537 |