Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 2801 | BROADVIEW ADVISORS LLC | $999M | Q1 2014 | 5/15/2014 | 100 |
| 2802 | Ironvine Capital Partners, LLC | $999M | Q4 2025 | 2/13/2026 | 53 |
| 2803 | Bensler, LLC | $999M | Q4 2025 | 2/4/2026 | 191 |
| 2804 | Continuum Advisory, LLC | $999M | Q4 2025 | 2/11/2026 | 456 |
| 2805 | Strategies Wealth Advisors, LLC | $998M | Q4 2025 | 2/13/2026 | 187 |
| 2806 | TRUE Private Wealth Advisors | $998M | Q4 2025 | 2/13/2026 | 266 |
| 2807 | VILLERE ST DENIS J & CO LLC | $997M | Q4 2025 | 1/28/2026 | 80 |
| 2808 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $997M | Q4 2025 | 1/27/2026 | 224 |
| 2809 | Uniplan Investment Counsel, Inc. | $996M | Q4 2025 | 2/17/2026 | 187 |
| 2810 | Trivium Point Advisory, LLC | $994M | Q4 2025 | 1/26/2026 | 339 |
| 2811 | Evolution Wealth Advisors, LLC | $992M | Q4 2025 | 1/12/2026 | 166 |
| 2812 | CPC Advisors, LLC | $990M | Q4 2025 | 1/28/2026 | 207 |
| 2813 | Teamwork Financial Advisors, LLC | $990M | Q4 2025 | 1/9/2026 | 205 |
| 2814 | TOWER BRIDGE ADVISORS | $990M | Q4 2025 | 2/13/2026 | 189 |
| 2815 | BCS Wealth Management | $990M | Q4 2025 | 1/26/2026 | 352 |
| 2816 | Elm Ridge Management, LLC | $990M | Q1 2014 | 5/15/2014 | 46 |
| 2817 | Relyea Zuckerberg Hanson LLC | $990M | Q4 2025 | 1/20/2026 | 262 |
| 2818 | Suncoast Equity Management | $990M | Q4 2025 | 2/10/2026 | 90 |
| 2819 | Volterra Technologies LP | $990M | Q4 2025 | 2/13/2026 | 325 |
| 2820 | SWF LLC | $989M | Q4 2025 | 1/26/2026 | 10 |
| 2821 | Petrus Trust Company, LTA | $989M | Q4 2025 | 2/17/2026 | 26 |
| 2822 | SeaCrest Wealth Management, LLC | $988M | Q4 2025 | 1/12/2026 | 632 |
| 2823 | MayTech Global Investments, LLC | $988M | Q4 2025 | 2/13/2026 | 27 |
| 2824 | Rodgers & Associates, LTD | $988M | Q4 2025 | 1/22/2026 | 107 |
| 2825 | STANSBERRY ASSET MANAGEMENT, LLC | $987M | Q4 2025 | 2/17/2026 | 145 |
| 2826 | Linden Thomas Advisory Services, LLC | $987M | Q4 2025 | 1/16/2026 | 485 |
| 2827 | LVW Advisors, LLC | $987M | Q4 2025 | 1/14/2026 | 341 |
| 2828 | Cascade Financial Partners, LLC | $987M | Q4 2025 | 2/6/2026 | 271 |
| 2829 | Beryl Capital Management LLC | $986M | Q4 2025 | 2/17/2026 | 15 |
| 2830 | TRITONPOINT WEALTH, LLC | $986M | Q4 2025 | 1/20/2026 | 272 |
| 2831 | Van Cleef Asset Management,Inc | $986M | Q4 2025 | 2/9/2026 | 117 |
| 2832 | WARBURG PINCUS LLC | $984M | Q4 2025 | 2/17/2026 | 4 |
| 2833 | WENDELL DAVID ASSOCIATES INC | $984M | Q4 2025 | 1/30/2026 | 149 |
| 2834 | NORTH RUN CAPITAL, LP | $984M | Q1 2014 | 5/16/2014 | 30 |
| 2835 | Cynosure Group, LLC | $983M | Q4 2025 | 2/17/2026 | 399 |
| 2836 | Heritage Trust Co | $983M | Q4 2025 | 2/10/2026 | 294 |
| 2837 | MIZUHO FINANCIAL GROUP INC | $982M | Q2 2014 | 7/18/2014 | 2 |
| 2838 | Arlington Trust Co LLC | $981M | Q4 2025 | 1/30/2026 | 431 |
| 2839 | Force Capital Management LLC | $981M | Q1 2014 | 5/15/2014 | 39 |
| 2840 | Harbour Trust & Investment Management Co | $980M | Q4 2025 | 1/28/2026 | 154 |
| 2841 | Private Capital Advisors, Inc. | $979M | Q4 2025 | 2/9/2026 | 76 |
| 2842 | Planning Center, Inc. | $979M | Q4 2025 | 2/2/2026 | 76 |
| 2843 | ABNER HERRMAN & BROCK LLC | $979M | Q4 2025 | 1/6/2026 | 115 |
| 2844 | SPX Gestao de Recursos Ltda | $979M | Q4 2025 | 2/13/2026 | 73 |
| 2845 | Iron Gate Global Advisors LLC | $977M | Q4 2025 | 2/17/2026 | 100 |
| 2846 | RATIONAL ADVISORS, INC. | $976M | Q4 2025 | 2/10/2026 | 184 |
| 2847 | PINKERTON WEALTH, LLC | $976M | Q4 2025 | 2/6/2026 | 138 |
| 2848 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $975M | Q4 2025 | 1/30/2026 | 159 |
| 2849 | Kiwi Wealth Investments Limited Partnership | $975M | Q2 2014 | 8/6/2014 | 52 |
| 2850 | Walmart Inc. | $974M | Q4 2025 | 2/6/2026 | 3 |
| 2851 | Inscription Capital, LLC | $974M | Q4 2025 | 1/29/2026 | 682 |
| 2852 | Sixth Street Partners Management Company, L.P. | $974M | Q4 2025 | 2/17/2026 | 7 |
| 2853 | SYM FINANCIAL Corp | $973M | Q4 2025 | 2/13/2026 | 416 |
| 2854 | Blue Grotto Capital, LLC | $973M | Q4 2025 | 2/17/2026 | 24 |
| 2855 | Power Alpha Investment Ltd | $973M | Q4 2025 | 1/23/2026 | 5 |
| 2856 | Dream Peak Capital Ltd | $971M | Q4 2025 | 1/13/2026 | 7 |
| 2857 | Pacific Life Fund Advisors LLC | $971M | Q4 2025 | 1/26/2026 | 20 |
| 2858 | Financial Management Professionals, Inc. | $970M | Q4 2025 | 1/27/2026 | 966 |
| 2859 | Gladstone Capital Management LLP | $969M | Q4 2025 | 2/17/2026 | 28 |
| 2860 | Samsara BioCapital, LLC | $969M | Q4 2025 | 2/17/2026 | 21 |
| 2861 | BANCORPSOUTH INC | $969M | Q2 2014 | 8/6/2014 | 272 |
| 2862 | Shay Capital LLC | $969M | Q4 2025 | 2/17/2026 | 484 |
| 2863 | Southern Farm Bureau Life Insurance | $968M | Q4 2025 | 1/28/2026 | 16 |
| 2864 | LMR Master Fund Ltd | $968M | Q4 2013 | 2/14/2014 | 344 |
| 2865 | Pembroke Management, LTD | $968M | Q4 2025 | 2/12/2026 | 92 |
| 2866 | Passaic Partners LLC | $966M | Q4 2025 | 2/11/2026 | 14 |
| 2867 | SeaStone Capital Management, L.P. | $965M | Q1 2014 | 5/15/2014 | 37 |
| 2868 | Clark Asset Management, LLC | $963M | Q4 2025 | 1/27/2026 | 237 |
| 2869 | KADENSA CAPITAL Ltd | $963M | Q4 2025 | 2/17/2026 | 43 |
| 2870 | STEEL GROVE CAPITAL ADVISORS, LLC | $963M | Q4 2025 | 2/9/2026 | 202 |
| 2871 | Triple Frond Partners LLC | $962M | Q4 2025 | 2/13/2026 | 12 |
| 2872 | V-Square Quantitative Management LLC | $962M | Q4 2025 | 1/22/2026 | 696 |
| 2873 | Khrom Capital Management LLC | $962M | Q4 2025 | 2/17/2026 | 14 |
| 2874 | Great Lakes Retirement, Inc. | $962M | Q4 2025 | 2/12/2026 | 216 |
| 2875 | Synergy Asset Management, LLC | $962M | Q4 2025 | 1/13/2026 | 227 |
| 2876 | CUTLER INVESTMENT COUNSEL LLC | $961M | Q4 2025 | 2/12/2026 | 144 |
| 2877 | Center for Financial Planning, Inc. | $961M | Q4 2025 | 2/5/2026 | 702 |
| 2878 | Red Door Wealth Management, LLC | $961M | Q4 2025 | 1/20/2026 | 290 |
| 2879 | Tairen Capital Ltd | $961M | Q4 2025 | 2/17/2026 | 59 |
| 2880 | Ullmann Wealth Partners Group, LLC | $961M | Q4 2025 | 2/12/2026 | 148 |
| 2881 | Wellesley Asset Management | $961M | Q4 2025 | 2/6/2026 | 54 |
| 2882 | JGP Wealth Management, LLC | $959M | Q4 2025 | 1/12/2026 | 235 |
| 2883 | Condire Management, LP | $958M | Q4 2025 | 2/17/2026 | 22 |
| 2884 | Pinnacle Wealth Planning Services, Inc. | $958M | Q4 2025 | 2/13/2026 | 2,751 |
| 2885 | Brehaut David Pascal | $958M | Q4 2025 | 2/13/2026 | 1 |
| 2886 | Focused Wealth Management, Inc | $957M | Q4 2025 | 1/29/2026 | 213 |
| 2887 | MBB PUBLIC MARKETS I LLC | $957M | Q4 2025 | 2/17/2026 | 27 |
| 2888 | Archon Partners LLC | $957M | Q4 2025 | 2/17/2026 | 42 |
| 2889 | Absolute Gestao de Investimentos Ltda. | $957M | Q4 2025 | 2/13/2026 | 46 |
| 2890 | Broad Bay Capital Management, LP | $956M | Q4 2025 | 2/17/2026 | 29 |
| 2891 | RPO LLC | $956M | Q4 2025 | 2/17/2026 | 70 |
| 2892 | Sunriver Management LLC | $954M | Q4 2025 | 2/13/2026 | 23 |
| 2893 | ICC CAPITAL MANAGEMENT INC/ | $953M | Q2 2014 | 8/8/2014 | 264 |
| 2894 | Polymer Capital Management (US) LLC | $953M | Q4 2025 | 2/17/2026 | 742 |
| 2895 | Newtyn Management, LLC | $952M | Q4 2025 | 2/17/2026 | 32 |
| 2896 | Atika Capital Management LLC | $950M | Q4 2025 | 2/13/2026 | 77 |
| 2897 | NORTHPOINTE CAPITAL LLC | $950M | Q2 2014 | 8/7/2014 | 222 |
| 2898 | SWARTHMORE GROUP INC | $950M | Q2 2014 | 7/18/2014 | 61 |
| 2899 | Black Diamond Financial, LLC | $949M | Q4 2025 | 2/3/2026 | 176 |
| 2900 | Intrua Financial, LLC | $948M | Q4 2025 | 2/5/2026 | 460 |
| 2901 | SHENKMAN CAPITAL MANAGEMENT INC | $948M | Q4 2025 | 2/10/2026 | 97 |
| 2902 | Tamar Securities, LLC | $947M | Q4 2025 | 2/13/2026 | 96 |
| 2903 | Golden State Wealth Management, LLC | $947M | Q4 2025 | 2/13/2026 | 1,737 |
| 2904 | ARBOR CAPITAL MANAGEMENT LLC | $947M | Q1 2014 | 5/15/2014 | 156 |
| 2905 | Morgan Stanley Institutional Investment Advisors LLC | $946M | Q4 2025 | 2/13/2026 | 5 |
| 2906 | Sierra Capital LLC | $945M | Q4 2025 | 2/18/2026 | 207 |
| 2907 | Greenland Capital Management LP | $945M | Q4 2025 | 2/17/2026 | 327 |
| 2908 | NTV ASSET MANAGEMENT LLC | $944M | Q4 2025 | 1/20/2026 | 309 |
| 2909 | Institute for Wealth Management, LLC. | $944M | Q4 2025 | 1/27/2026 | 544 |
| 2910 | Mount Kellett Capital Management LP | $944M | Q1 2014 | 5/15/2014 | 11 |
| 2911 | Graves Light Lenhart Wealth, Inc. | $943M | Q4 2025 | 1/9/2026 | 191 |
| 2912 | MIDDLETON & CO INC/MA | $942M | Q4 2025 | 1/29/2026 | 163 |
| 2913 | Onyx Bridge Wealth Group LLC | $940M | Q4 2025 | 2/18/2026 | 366 |
| 2914 | Cooper Financial Group | $940M | Q4 2025 | 1/8/2026 | 380 |
| 2915 | HARVEY INVESTMENT CO LLC | $939M | Q4 2025 | 1/22/2026 | 98 |
| 2916 | STEWART WEST INDIES TRADING CO., LTD | $938M | Q1 2014 | 5/15/2014 | 53 |
| 2917 | Poplar Forest Capital LLC | $937M | Q1 2014 | 5/9/2014 | 49 |
| 2918 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | $937M | Q2 2014 | 7/28/2014 | 300 |
| 2919 | McGuire Investment Group, LLC | $936M | Q4 2025 | 1/26/2026 | 121 |
| 2920 | Marble Harbor Investment Counsel, LLC | $936M | Q4 2025 | 2/6/2026 | 185 |
| 2921 | Blueprint Investment Partners LLC | $935M | Q4 2025 | 2/17/2026 | 124 |
| 2922 | Gryphon Financial Partners LLC | $935M | Q4 2025 | 1/8/2026 | 332 |
| 2923 | VALLEY FORGE ASSET MANAGEMENT, LLC | $934M | Q2 2014 | 8/7/2014 | 90 |
| 2924 | REDWOOD CAPITAL MANAGEMENT, LLC | $934M | Q4 2025 | 2/17/2026 | 17 |
| 2925 | U S GLOBAL INVESTORS INC | $934M | Q4 2025 | 1/28/2026 | 137 |
| 2926 | BIGLARI CAPITAL CORP. | $933M | Q4 2025 | 2/17/2026 | 12 |
| 2927 | Massar Capital Management, LP | $932M | Q4 2025 | 2/17/2026 | 317 |
| 2928 | Philadelphia Financial Management of San Francisco, LLC | $932M | Q4 2025 | 2/17/2026 | 58 |
| 2929 | Portland Global Advisors LLC | $932M | Q4 2025 | 2/10/2026 | 150 |
| 2930 | Legacy Advisors, LLC | $931M | Q4 2025 | 1/27/2026 | 288 |
| 2931 | Stillwater Capital Advisors, LLC | $930M | Q4 2025 | 1/14/2026 | 70 |
| 2932 | Bedel Financial Consulting, Inc. | $929M | Q4 2025 | 1/28/2026 | 290 |
| 2933 | CALIBER WEALTH MANAGEMENT, LLC / KS | $929M | Q4 2025 | 1/28/2026 | 260 |
| 2934 | Benchstone Capital Management LP | $928M | Q4 2025 | 2/17/2026 | 45 |
| 2935 | Barton Investment Management | $928M | Q4 2025 | 1/21/2026 | 52 |
| 2936 | QUEST INVESTMENT MANAGEMENT LLC | $928M | Q4 2025 | 2/17/2026 | 129 |
| 2937 | WATER ISLAND CAPITAL LLC | $928M | Q4 2025 | 2/17/2026 | 91 |
| 2938 | PARTHENON LLC | $927M | Q4 2025 | 1/23/2026 | 131 |
| 2939 | BARLOW WEALTH PARTNERS, LLC | $927M | Q4 2025 | 1/15/2026 | 135 |
| 2940 | LEUTHOLD GROUP, LLC | $926M | Q4 2025 | 2/5/2026 | 207 |
| 2941 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $926M | Q4 2025 | 2/11/2026 | 86 |
| 2942 | Curated Wealth Partners LLC | $925M | Q4 2025 | 1/12/2026 | 208 |
| 2943 | HARTLINE INVESTMENT CORP/ | $925M | Q4 2025 | 2/9/2026 | 109 |
| 2944 | GRIFFIN ASSET MANAGEMENT, INC. | $924M | Q4 2025 | 2/6/2026 | 234 |
| 2945 | Opus Capital Group, LLC | $923M | Q4 2025 | 1/30/2026 | 137 |
| 2946 | Litespeed Management, L.L.C. | $922M | Q1 2014 | 5/15/2014 | 24 |
| 2947 | JAG CAPITAL MANAGEMENT, LLC | $922M | Q4 2025 | 2/6/2026 | 140 |
| 2948 | Indivisible Partners | $922M | Q4 2025 | 2/3/2026 | 440 |
| 2949 | CKW FINANCIAL GROUP | $922M | Q4 2025 | 1/26/2026 | 186 |
| 2950 | AVENIR CORP | $922M | Q4 2025 | 2/13/2026 | 71 |
| 2951 | TOTH FINANCIAL ADVISORY CORP | $921M | Q4 2025 | 1/20/2026 | 919 |
| 2952 | GREENWOOD CAPITAL ASSOCIATES LLC | $921M | Q4 2025 | 1/26/2026 | 256 |
| 2953 | Wilmington Funds Management Corp | $920M | Q1 2014 | 5/14/2014 | 769 |
| 2954 | HBW ADVISORY SERVICES LLC | $920M | Q4 2025 | 1/23/2026 | 424 |
| 2955 | Invst, LLC | $920M | Q4 2025 | 2/11/2026 | 308 |
| 2956 | Private Wealth Asset Management, LLC | $919M | Q4 2025 | 2/10/2026 | 1,102 |
| 2957 | DiNuzzo Private Wealth, Inc. | $919M | Q4 2025 | 1/16/2026 | 1,367 |
| 2958 | Oak Harvest Investment Services | $917M | Q4 2025 | 1/27/2026 | 232 |
| 2959 | Fort Baker Capital Management LP | $916M | Q4 2025 | 2/17/2026 | 115 |
| 2960 | JAMES INVESTMENT RESEARCH, INC. | $916M | Q4 2025 | 1/29/2026 | 361 |
| 2961 | Parsec Financial Management, Inc. | $915M | Q2 2014 | 7/28/2014 | 163 |
| 2962 | Lourd Capital, LLC | $915M | Q1 2014 | 5/13/2014 | 105 |
| 2963 | SCHNEIDER CAPITAL MANAGEMENT CORP | $915M | Q1 2014 | 5/14/2014 | 109 |
| 2964 | Flat Footed LLC | $915M | Q4 2025 | 2/17/2026 | 28 |
| 2965 | TAYLOR ASSET MANAGEMENT INC | $914M | Q2 2014 | 7/17/2014 | 32 |
| 2966 | CAHILL FINANCIAL ADVISORS INC | $914M | Q4 2025 | 2/18/2026 | 281 |
| 2967 | ALTFEST L J & CO INC | $914M | Q4 2025 | 1/23/2026 | 330 |
| 2968 | Legacy Edge Advisors, LLC | $914M | Q4 2025 | 2/2/2026 | 217 |
| 2969 | Columbus Macro, LLC | $913M | Q4 2025 | 1/15/2026 | 204 |
| 2970 | State of Wyoming | $913M | Q4 2025 | 2/11/2026 | 1,783 |
| 2971 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $913M | Q4 2025 | 2/12/2026 | 46 |
| 2972 | Night Owl Capital Management, LLC | $912M | Q4 2025 | 2/13/2026 | 29 |
| 2973 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $912M | Q4 2025 | 2/13/2026 | 243 |
| 2974 | SHEETS SMITH WEALTH MANAGEMENT | $911M | Q4 2025 | 1/20/2026 | 393 |
| 2975 | ARDSLEY ADVISORY PARTNERS LP | $911M | Q4 2025 | 2/17/2026 | 142 |
| 2976 | TLT Family Holdco ULC | $911M | Q4 2025 | 2/13/2026 | 8 |
| 2977 | Great Waters Wealth Management | $909M | Q4 2025 | 1/15/2026 | 117 |
| 2978 | MAK CAPITAL ONE LLC | $909M | Q4 2025 | 2/17/2026 | 23 |
| 2979 | NUANCE INVESTMENTS, LLC | $908M | Q4 2025 | 2/11/2026 | 45 |
| 2980 | WealthShield Partners, LLC | $907M | Q4 2025 | 2/3/2026 | 565 |
| 2981 | MAPLE SECURITIES USA INC | $907M | Q2 2014 | 8/6/2014 | 223 |
| 2982 | Naya Management LLP | $907M | Q1 2014 | 5/15/2014 | 14 |
| 2983 | FJ Capital Management LLC | $906M | Q4 2025 | 2/13/2026 | 128 |
| 2984 | BlueStem Wealth Partners, LLC | $906M | Q4 2025 | 2/6/2026 | 125 |
| 2985 | Wolf Hill Capital Management, LP | $906M | Q4 2025 | 2/13/2026 | 24 |
| 2986 | V3 Holding Ltd | $905M | Q4 2025 | 2/11/2026 | 1 |
| 2987 | NWF Advisory Services Inc. | $905M | Q4 2025 | 3/3/2026 | 409 |
| 2988 | CABOT WEALTH MANAGEMENT INC | $905M | Q4 2025 | 2/3/2026 | 138 |
| 2989 | L. Roy Papp & Associates, LLP | $905M | Q4 2025 | 1/28/2026 | 185 |
| 2990 | Ninepoint Partners LP | $904M | Q4 2025 | 2/17/2026 | 161 |
| 2991 | Orange Investment Advisors, Inc. | $904M | Q4 2025 | 2/6/2026 | 149 |
| 2992 | SIR Capital Management, L.P. | $904M | Q4 2025 | 2/13/2026 | 80 |
| 2993 | BURNS J W & CO INC/NY | $903M | Q4 2025 | 1/12/2026 | 183 |
| 2994 | PITCAIRN CO | $903M | Q2 2014 | 7/29/2014 | 447 |
| 2995 | CALEDONIA INVESTMENTS PLC | $902M | Q4 2025 | 1/20/2026 | 15 |
| 2996 | Provenance Wealth Advisors, LLC | $902M | Q4 2025 | 1/26/2026 | 419 |
| 2997 | Sendero Wealth Management, LLC | $902M | Q4 2025 | 1/13/2026 | 196 |
| 2998 | DENALI ADVISORS LLC | $901M | Q4 2025 | 2/3/2026 | 321 |
| 2999 | Euro Pacific Asset Management, LLC | $901M | Q4 2025 | 1/21/2026 | 93 |
| 3000 | ISTHMUS PARTNERS, LLC | $901M | Q4 2025 | 2/5/2026 | 214 |