Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3001 | HARVEY INVESTMENT CO LLC | $918M | Q2 2026 | 7/22/2026 | 99 |
| 3002 | Sierra Capital LLC | $918M | Q1 2026 | 5/15/2026 | 226 |
| 3003 | CKW FINANCIAL GROUP | $917M | Q1 2026 | 5/6/2026 | 166 |
| 3004 | RTD Financial Advisors, Inc. | $917M | Q2 2026 | 7/13/2026 | 120 |
| 3005 | Black Diamond Financial, LLC | $916M | Q1 2026 | 5/5/2026 | 185 |
| 3006 | SR ONE CAPITAL MANAGEMENT, LP | $915M | Q1 2026 | 5/14/2026 | 14 |
| 3007 | Parsec Financial Management, Inc. | $915M | Q2 2014 | 7/28/2014 | 163 |
| 3008 | Lourd Capital, LLC | $915M | Q1 2014 | 5/13/2014 | 105 |
| 3009 | Petrus Trust Company, LTA | $915M | Q1 2026 | 5/15/2026 | 27 |
| 3010 | SCHNEIDER CAPITAL MANAGEMENT CORP | $915M | Q1 2014 | 5/14/2014 | 109 |
| 3011 | Destiny Wealth Partners, LLC | $914M | Q1 2026 | 5/11/2026 | 1,148 |
| 3012 | TAYLOR ASSET MANAGEMENT INC | $914M | Q2 2014 | 7/17/2014 | 32 |
| 3013 | Symmetry Investments LP | $913M | Q1 2026 | 5/15/2026 | 122 |
| 3014 | GOODNOW INVESTMENT GROUP, LLC | $913M | Q1 2026 | 5/14/2026 | 29 |
| 3015 | Southeast Asset Advisors, LLC | $913M | Q1 2026 | 5/13/2026 | 217 |
| 3016 | Greenvale Capital LLP | $912M | Q1 2026 | 5/15/2026 | 12 |
| 3017 | KINGDON CAPITAL MANAGEMENT, L.L.C. | $911M | Q1 2026 | 5/15/2026 | 67 |
| 3018 | NAN FUNG TRINITY (HK) Ltd | $911M | Q1 2026 | 5/4/2026 | 62 |
| 3019 | Ironvine Capital Partners, LLC | $910M | Q1 2026 | 5/15/2026 | 56 |
| 3020 | NTV ASSET MANAGEMENT LLC | $910M | Q1 2026 | 4/28/2026 | 311 |
| 3021 | FORM Wealth Advisors, LLC | $909M | Q2 2026 | 7/10/2026 | 61 |
| 3022 | Perseverance Asset Management International | $909M | Q1 2026 | 5/14/2026 | 21 |
| 3023 | HARTLINE INVESTMENT CORP/ | $909M | Q1 2026 | 4/28/2026 | 112 |
| 3024 | Brehaut David Pascal | $908M | Q1 2026 | 5/14/2026 | 1 |
| 3025 | GREENWOOD CAPITAL ASSOCIATES LLC | $908M | Q1 2026 | 4/29/2026 | 286 |
| 3026 | VILLERE ST DENIS J & CO LLC | $907M | Q1 2026 | 4/30/2026 | 76 |
| 3027 | Schneider Downs Wealth Management Advisors, LP | $907M | Q1 2026 | 5/14/2026 | 156 |
| 3028 | MAPLE SECURITIES USA INC | $907M | Q2 2014 | 8/6/2014 | 223 |
| 3029 | Naya Management LLP | $907M | Q1 2014 | 5/15/2014 | 14 |
| 3030 | Oak Root LLC | $906M | Q2 2026 | 7/13/2026 | 10 |
| 3031 | TAIYO LIFE INSURANCE CO | $906M | Q1 2026 | 5/7/2026 | 10 |
| 3032 | Stockman Wealth Management, Inc. | $906M | Q1 2026 | 4/13/2026 | 178 |
| 3033 | Hill Investment Group Partners, LLC | $906M | Q1 2026 | 5/12/2026 | 50 |
| 3034 | Per Stirling Capital Management, LLC. | $905M | Q1 2026 | 5/11/2026 | 310 |
| 3035 | Permian Investment Partners, LP | $905M | Q1 2026 | 5/15/2026 | 13 |
| 3036 | EnCap Investments L.P. | $905M | Q1 2026 | 5/15/2026 | 4 |
| 3037 | Ninepoint Partners LP | $904M | Q4 2025 | 2/17/2026 | 161 |
| 3038 | Sendero Wealth Management, LLC | $904M | Q1 2026 | 4/22/2026 | 205 |
| 3039 | Asset One Wealth Management LLC | $904M | Q1 2026 | 5/12/2026 | 336 |
| 3040 | Octagon Capital Advisors LP | $904M | Q1 2026 | 5/15/2026 | 29 |
| 3041 | SeaCrest Wealth Management, LLC | $903M | Q2 2026 | 7/9/2026 | 550 |
| 3042 | AWM Investment Company, Inc. | $903M | Q1 2026 | 5/15/2026 | 98 |
| 3043 | PITCAIRN CO | $903M | Q2 2014 | 7/29/2014 | 447 |
| 3044 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $903M | Q2 2026 | 7/9/2026 | 493 |
| 3045 | Parkside Investments, LLC | $902M | Q2 2026 | 7/13/2026 | 91 |
| 3046 | EVERMAY WEALTH MANAGEMENT LLC | $902M | Q1 2026 | 5/11/2026 | 594 |
| 3047 | PERISCOPE CAPITAL INC. | $902M | Q1 2026 | 5/13/2026 | 429 |
| 3048 | GCM Grosvenor Holdings, LLC | $901M | Q1 2026 | 5/15/2026 | 22 |
| 3049 | MidWestOne Financial Group, Inc. | $900M | Q4 2025 | 2/12/2026 | 305 |
| 3050 | Wealth Enhancement Trust Services, Inc. | $900M | Q2 2026 | 7/22/2026 | 1,529 |
| 3051 | BlueStem Wealth Partners, LLC | $900M | Q1 2026 | 5/7/2026 | 124 |
| 3052 | DENALI ADVISORS LLC | $900M | Q1 2026 | 5/8/2026 | 307 |
| 3053 | BSW Wealth Partners | $899M | Q2 2026 | 7/15/2026 | 331 |
| 3054 | WealthShield Partners, LLC | $898M | Q1 2026 | 5/1/2026 | 609 |
| 3055 | Global Endowment Management, LP | $896M | Q1 2026 | 5/14/2026 | 126 |
| 3056 | IAG Wealth Partners, LLC | $896M | Q1 2026 | 4/29/2026 | 509 |
| 3057 | Johnson Bixby & Associates, LLC | $896M | Q2 2026 | 7/16/2026 | 131 |
| 3058 | WATER ISLAND CAPITAL LLC | $896M | Q1 2026 | 5/15/2026 | 98 |
| 3059 | SIERRA SUMMIT ADVISORS LLC | $895M | Q2 2026 | 7/20/2026 | 185 |
| 3060 | GAMBLE JONES INVESTMENT COUNSEL | $895M | Q2 2014 | 8/7/2014 | 232 |
| 3061 | First Turn Management, LLC | $895M | Q1 2026 | 5/15/2026 | 33 |
| 3062 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $894M | Q1 2026 | 5/15/2026 | 6 |
| 3063 | Baring Fintech Fund III Managers Ltd | $893M | Q1 2026 | 5/14/2026 | 1 |
| 3064 | SIGNET FINANCIAL MANAGEMENT, LLC | $892M | Q1 2026 | 5/5/2026 | 299 |
| 3065 | JAMES INVESTMENT RESEARCH, INC. | $891M | Q1 2026 | 4/24/2026 | 359 |
| 3066 | Constellation Wealth Advisors, LLC | $891M | Q2 2014 | 7/9/2014 | 196 |
| 3067 | Prime Capital Management Co Ltd | $891M | Q1 2026 | 5/5/2026 | 7 |
| 3068 | Trustees of Columbia University in the City of New York | $891M | Q1 2026 | 5/15/2026 | 3 |
| 3069 | ZEGA Investments, LLC | $890M | Q1 2026 | 5/8/2026 | 299 |
| 3070 | JAG CAPITAL MANAGEMENT, LLC | $889M | Q1 2026 | 5/6/2026 | 149 |
| 3071 | Keebeck Wealth Management | $889M | Q1 2026 | 5/14/2026 | 426 |
| 3072 | Cypress Capital Group | $889M | Q1 2026 | 5/15/2026 | 246 |
| 3073 | FJ Capital Management LLC | $888M | Q1 2026 | 5/15/2026 | 126 |
| 3074 | Bedel Financial Consulting, Inc. | $888M | Q1 2026 | 5/4/2026 | 296 |
| 3075 | Independence Bank of Kentucky | $888M | Q2 2026 | 7/13/2026 | 589 |
| 3076 | GRIFFIN ASSET MANAGEMENT, INC. | $887M | Q1 2026 | 4/30/2026 | 228 |
| 3077 | KFG WEALTH MANAGEMENT, LLC | $886M | Q2 2026 | 7/22/2026 | 225 |
| 3078 | Invst, LLC | $886M | Q1 2026 | 5/13/2026 | 336 |
| 3079 | NWF Advisory Services Inc. | $886M | Q1 2026 | 5/4/2026 | 411 |
| 3080 | McGuire Investment Group, LLC | $885M | Q1 2026 | 4/28/2026 | 121 |
| 3081 | CITY HOLDING CO | $884M | Q2 2026 | 7/10/2026 | 587 |
| 3082 | Motley Fool Wealth Management, LLC | $884M | Q1 2026 | 5/12/2026 | 124 |
| 3083 | CALEDONIA INVESTMENTS PLC | $883M | Q2 2026 | 7/17/2026 | 15 |
| 3084 | GEORGE KAISER FAMILY FOUNDATION | $883M | Q1 2026 | 5/13/2026 | 71 |
| 3085 | FIDUCIARY FINANCIAL GROUP, LLC | $882M | Q2 2026 | 7/10/2026 | 373 |
| 3086 | Homrich & Berg | $882M | Q2 2014 | 8/11/2014 | 201 |
| 3087 | TCP Asset Management, LLC | $882M | Q2 2026 | 7/15/2026 | 141 |
| 3088 | Adams Asset Advisors, LLC | $882M | Q2 2026 | 7/13/2026 | 88 |
| 3089 | AMERICAN EXPRESS CO | $880M | Q1 2026 | 5/8/2026 | 1 |
| 3090 | Quadcap Wealth Management, LLC | $879M | Q1 2026 | 5/15/2026 | 398 |
| 3091 | Foguth Wealth Management, LLC. | $879M | Q2 2026 | 7/21/2026 | 213 |
| 3092 | DUPONT CAPITAL MANAGEMENT CORP | $879M | Q1 2026 | 4/23/2026 | 101 |
| 3093 | ECLECTIC ASSOCIATES INC /ADV | $878M | Q2 2026 | 7/7/2026 | 162 |
| 3094 | TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $878M | Q1 2014 | 5/14/2014 | 13 |
| 3095 | OAK HILL ADVISORS LP | $878M | Q1 2026 | 5/15/2026 | 12 |
| 3096 | Headlands Technologies LLC | $878M | Q1 2026 | 5/13/2026 | 712 |
| 3097 | LionEye Capital Management LLC | $878M | Q1 2014 | 5/15/2014 | 60 |
| 3098 | Absolute Gestao de Investimentos Ltda. | $877M | Q1 2026 | 5/15/2026 | 74 |
| 3099 | MIDDLETON & CO INC/MA | $877M | Q1 2026 | 5/8/2026 | 164 |
| 3100 | Zenit Asset Management AB | $877M | Q2 2014 | 8/6/2014 | 38 |
| 3101 | Souders Financial Advisors | $876M | Q1 2026 | 5/4/2026 | 216 |
| 3102 | Stillwater Capital Advisors, LLC | $876M | Q1 2026 | 4/10/2026 | 68 |
| 3103 | ATLAS CAPITAL ADVISORS INC. | $875M | Q1 2026 | 5/11/2026 | 994 |
| 3104 | PARTHENON LLC | $875M | Q1 2026 | 4/28/2026 | 127 |
| 3105 | Iron Triangle Partners LP | $875M | Q4 2025 | 2/17/2026 | 27 |
| 3106 | Power Alpha Investment Ltd | $874M | Q1 2026 | 5/8/2026 | 5 |
| 3107 | INSPIRION WEALTH ADVISORS, LLC | $874M | Q2 2026 | 7/7/2026 | 189 |
| 3108 | Genus Capital Management Inc. | $873M | Q1 2026 | 5/1/2026 | 189 |
| 3109 | RAYMOND JAMES TRUST N.A. | $873M | Q2 2014 | 8/4/2014 | 615 |
| 3110 | SoftVest Advisors, LLC | $872M | Q1 2026 | 5/15/2026 | 5 |
| 3111 | Private Capital Advisors, Inc. | $872M | Q1 2026 | 5/12/2026 | 73 |
| 3112 | Fund 1 Investments, LLC | $872M | Q1 2026 | 5/15/2026 | 66 |
| 3113 | THOMPSON INVESTMENT MANAGEMENT, INC. | $872M | Q2 2026 | 7/13/2026 | 504 |
| 3114 | BALASA DINVERNO & FOLTZ LLC | $872M | Q2 2014 | 7/29/2014 | 179 |
| 3115 | Boulay Financial Advisors, LLC | $871M | Q1 2026 | 5/13/2026 | 5 |
| 3116 | Scarborough Advisors, LLC | $871M | Q2 2026 | 7/21/2026 | 147 |
| 3117 | TWIN FOCUS CAPITAL PARTNERS, LLC | $871M | Q1 2026 | 5/14/2026 | 173 |
| 3118 | Wallace Capital Management Inc. | $871M | Q1 2026 | 5/15/2026 | 75 |
| 3119 | River Wealth Advisors LLC | $871M | Q1 2026 | 5/13/2026 | 205 |
| 3120 | Pacific Life Fund Advisors LLC | $871M | Q1 2026 | 5/1/2026 | 21 |
| 3121 | Philip James Wealth Mangement, LLC | $870M | Q1 2026 | 4/28/2026 | 157 |
| 3122 | Premier Path Wealth Partners, LLC | $870M | Q2 2026 | 7/21/2026 | 400 |
| 3123 | CABOT WEALTH MANAGEMENT INC | $869M | Q1 2026 | 4/24/2026 | 139 |
| 3124 | Hanson & Doremus Investment Management | $869M | Q1 2026 | 4/17/2026 | 534 |
| 3125 | TRAN CAPITAL MANAGEMENT, L.P. | $869M | Q2 2026 | 7/15/2026 | 66 |
| 3126 | IDG China Capital Fund III Associates L.P. | $868M | Q1 2026 | 5/1/2026 | 2 |
| 3127 | 8 KNOTS MANAGEMENT, LLC | $868M | Q4 2025 | 2/13/2026 | 12 |
| 3128 | Blue Grotto Capital, LLC | $868M | Q1 2026 | 5/15/2026 | 21 |
| 3129 | L. Roy Papp & Associates, LLP | $867M | Q1 2026 | 4/14/2026 | 184 |
| 3130 | Havemeyer Place LP | $867M | Q1 2026 | 5/13/2026 | 498 |
| 3131 | RMG Wealth Management LLC | $866M | Q1 2026 | 5/14/2026 | 615 |
| 3132 | Informed Momentum Co LLC | $866M | Q1 2026 | 5/13/2026 | 273 |
| 3133 | New England Private Wealth Advisors LLC | $866M | Q1 2026 | 5/8/2026 | 194 |
| 3134 | MAKENA CAPITAL MANAGEMENT LLC | $866M | Q1 2026 | 5/11/2026 | 27 |
| 3135 | LexAurum Advisors, LLC | $866M | Q2 2026 | 7/15/2026 | 423 |
| 3136 | One Madison Group LLC | $866M | Q1 2026 | 5/15/2026 | 28 |
| 3137 | Rodgers Brothers Inc. | $866M | Q1 2026 | 5/14/2026 | 242 |
| 3138 | Berman McAleer LLC | $864M | Q2 2026 | 7/16/2026 | 175 |
| 3139 | Pinnacle Summer Investments, Inc. | $862M | Q2 2014 | 8/8/2014 | 1,030 |
| 3140 | TWO SIGMA SECURITIES, LLC | $861M | Q1 2026 | 5/15/2026 | 1,599 |
| 3141 | Ascent Wealth Partners, LLC | $860M | Q1 2026 | 5/6/2026 | 188 |
| 3142 | FOUNDATION RESOURCE MANAGEMENT INC | $860M | Q2 2026 | 7/21/2026 | 56 |
| 3143 | Benchstone Capital Management LP | $860M | Q1 2026 | 5/15/2026 | 38 |
| 3144 | Ophir Asset Management Pty Ltd | $859M | Q1 2026 | 5/15/2026 | 34 |
| 3145 | Portside Wealth Group, LLC | $858M | Q2 2026 | 7/14/2026 | 515 |
| 3146 | UNIQUE WEALTH, LLC | $858M | Q2 2026 | 7/21/2026 | 201 |
| 3147 | Night Owl Capital Management, LLC | $858M | Q1 2026 | 5/15/2026 | 30 |
| 3148 | TOTAL INVESTMENT MANAGEMENT INC | $858M | Q1 2026 | 4/13/2026 | 89 |
| 3149 | U S GLOBAL INVESTORS INC | $858M | Q1 2026 | 5/1/2026 | 144 |
| 3150 | Pathway Financial Advisors LLC | $857M | Q2 2026 | 7/6/2026 | 130 |
| 3151 | QUEST INVESTMENT MANAGEMENT LLC | $857M | Q1 2026 | 5/15/2026 | 122 |
| 3152 | Lumina Fund Management LLC | $857M | Q1 2014 | 5/13/2014 | 48 |
| 3153 | Slow Capital, Inc. | $857M | Q2 2026 | 7/22/2026 | 111 |
| 3154 | St. Louis Trust Co | $856M | Q1 2026 | 5/14/2026 | 145 |
| 3155 | Baldwin Investment Management, LLC | $856M | Q1 2026 | 5/12/2026 | 210 |
| 3156 | Wintergreen Advisers, LLC | $855M | Q1 2014 | 5/15/2014 | 11 |
| 3157 | Aviance Capital Partners, LLC | $854M | Q1 2026 | 5/6/2026 | 368 |
| 3158 | GREATMARK INVESTMENT PARTNERS, INC. | $854M | Q1 2026 | 4/28/2026 | 145 |
| 3159 | ABSHER WEALTH MANAGEMENT, LLC | $853M | Q1 2026 | 5/4/2026 | 70 |
| 3160 | McGlone Suttner Wealth Management, Inc. | $852M | Q2 2026 | 7/21/2026 | 196 |
| 3161 | Kylin Management LLC | $852M | Q1 2014 | 5/14/2014 | 9 |
| 3162 | Pinnacle Advisory Group, Inc. | $852M | Q2 2014 | 7/23/2014 | 121 |
| 3163 | Burton Enright Welch | $852M | Q2 2026 | 7/17/2026 | 136 |
| 3164 | Harbor Group, Inc. | $851M | Q2 2026 | 7/22/2026 | 115 |
| 3165 | NATIONAL PENN INVESTORS TRUST CO /PA | $851M | Q2 2014 | 8/11/2014 | 184 |
| 3166 | UNITED SERVICES AUTOMOBILE ASSOCIATION | $851M | Q1 2026 | 5/13/2026 | 14 |
| 3167 | Evelyn Partners Investment Management Services Ltd | $850M | Q1 2026 | 5/15/2026 | 281 |
| 3168 | Anchor Bolt Capital, LP | $850M | Q1 2014 | 5/15/2014 | 82 |
| 3169 | Parsifal Capital Management, LP | $849M | Q1 2026 | 5/15/2026 | 18 |
| 3170 | Board of Trustees of The Leland Stanford Junior University | $849M | Q1 2026 | 5/7/2026 | 22 |
| 3171 | Legacy Advisors, LLC | $848M | Q1 2026 | 5/5/2026 | 279 |
| 3172 | Nine Chapters Capital Management LLC | $848M | Q1 2014 | 5/15/2014 | 787 |
| 3173 | HOHIMER WEALTH MANAGEMENT, LLC | $847M | Q1 2026 | 4/30/2026 | 383 |
| 3174 | CATALYST FINANCIAL PARTNERS LLC | $847M | Q1 2026 | 5/11/2026 | 370 |
| 3175 | Sheffield Asset Management, L.L.C. | $846M | Q1 2014 | 5/15/2014 | 23 |
| 3176 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $845M | Q1 2026 | 5/11/2026 | 113 |
| 3177 | Archon Partners LLC | $845M | Q1 2026 | 5/15/2026 | 39 |
| 3178 | Fractal Investments LLC | $845M | Q1 2026 | 4/13/2026 | 81 |
| 3179 | VR Advisory Services Ltd | $845M | Q1 2026 | 5/15/2026 | 40 |
| 3180 | Lineweaver Wealth Advisors, LLC | $845M | Q2 2026 | 7/9/2026 | 182 |
| 3181 | Occidental Asset Management, LLC | $844M | Q1 2026 | 4/15/2026 | 284 |
| 3182 | Hel Ved Capital Management Ltd | $844M | Q1 2026 | 5/15/2026 | 56 |
| 3183 | State of Wyoming | $844M | Q1 2026 | 5/13/2026 | 1,783 |
| 3184 | Galaxy Group Investments LLC | $843M | Q4 2025 | 3/23/2026 | 49 |
| 3185 | Baker Ellis Asset Management LLC | $842M | Q1 2026 | 4/17/2026 | 254 |
| 3186 | LaFleur & Godfrey LLC | $842M | Q2 2026 | 7/15/2026 | 149 |
| 3187 | BBFIT INVESTMENTS PTE LTD | $842M | Q1 2026 | 5/15/2026 | 7 |
| 3188 | Marietta Wealth Management, LLC | $841M | Q1 2026 | 4/21/2026 | 129 |
| 3189 | Walmart Inc. | $840M | Q1 2026 | 5/8/2026 | 3 |
| 3190 | Community Bank, N.A. | $840M | Q1 2026 | 5/12/2026 | 501 |
| 3191 | MBB PUBLIC MARKETS I LLC | $839M | Q1 2026 | 5/15/2026 | 25 |
| 3192 | First Pacific Financial | $839M | Q2 2026 | 7/20/2026 | 510 |
| 3193 | VERTEX ONE ASSET MANAGEMENT INC. | $839M | Q1 2014 | 5/15/2014 | 104 |
| 3194 | Financial Enhancement Group LLC | $839M | Q2 2026 | 7/7/2026 | 137 |
| 3195 | Empire Capital Management, L.L.C. | $839M | Q1 2014 | 5/15/2014 | 55 |
| 3196 | Security National Bank | $838M | Q2 2026 | 7/15/2026 | 392 |
| 3197 | Physician Wealth Advisors, Inc. | $837M | Q2 2026 | 7/20/2026 | 2,334 |
| 3198 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $837M | Q1 2026 | 5/15/2026 | 44 |
| 3199 | Claret Asset Management Corp | $837M | Q1 2026 | 5/11/2026 | 355 |
| 3200 | De Lisle Partners LLP | $836M | Q1 2026 | 5/13/2026 | 174 |