Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3001 | Covington Capital Management | $1.02B | Q1 2014 | 5/16/2014 | 248 |
| 3002 | Keebeck Wealth Management | $1.02B | Q2 2026 | 8/11/2026 | 471 |
| 3003 | NTV ASSET MANAGEMENT LLC | $1.02B | Q2 2026 | 8/5/2026 | 317 |
| 3004 | Capital Investment Services of America, Inc. | $1.02B | Q2 2026 | 7/22/2026 | 83 |
| 3005 | Silicon Valley Capital Partners | $1.02B | Q1 2026 | 5/19/2026 | 454 |
| 3006 | Portfolio Strategies, Inc. | $1.02B | Q2 2026 | 8/10/2026 | 81 |
| 3007 | HALCYON OFFSHORE ASSET MANAGEMENT LLC | $1.02B | Q1 2014 | 5/15/2014 | 88 |
| 3008 | JABODON PT CO | $1.02B | Q2 2026 | 7/21/2026 | 8 |
| 3009 | GREENWOOD CAPITAL ASSOCIATES LLC | $1.02B | Q2 2026 | 7/28/2026 | 284 |
| 3010 | MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | $1.02B | Q2 2026 | 7/24/2026 | 68 |
| 3011 | TRITONPOINT WEALTH, LLC | $1.02B | Q2 2026 | 8/11/2026 | 281 |
| 3012 | CKW FINANCIAL GROUP | $1.02B | Q2 2026 | 7/24/2026 | 317 |
| 3013 | SC XI MANAGEMENT LLC | $1.02B | Q2 2014 | 8/8/2014 | 4 |
| 3014 | KGH Ltd | $1.02B | Q1 2014 | 5/15/2014 | 50 |
| 3015 | Genus Capital Management Inc. | $1.02B | Q2 2026 | 7/29/2026 | 204 |
| 3016 | Redhawk Wealth Advisors, Inc. | $1.02B | Q2 2026 | 7/9/2026 | 408 |
| 3017 | ALLEN HOLDING INC /NY | $1.01B | Q2 2026 | 8/5/2026 | 10 |
| 3018 | Dream Peak Capital Ltd | $1.01B | Q2 2026 | 8/12/2026 | 7 |
| 3019 | NAN FUNG TRINITY (HK) Ltd | $1.01B | Q2 2026 | 7/24/2026 | 55 |
| 3020 | Havemeyer Place LP | $1.01B | Q2 2026 | 8/13/2026 | 495 |
| 3021 | Lavaca Capital LLC | $1.01B | Q2 2026 | 8/14/2026 | 358 |
| 3022 | Accel Leaders 4 Associates L.P. | $1.01B | Q2 2026 | 8/12/2026 | 1 |
| 3023 | Counterpoint Mutual Funds LLC | $1.01B | Q2 2026 | 7/20/2026 | 295 |
| 3024 | Quantum Financial Advisors, LLC | $1.01B | Q2 2026 | 7/8/2026 | 251 |
| 3025 | DiNuzzo Private Wealth, Inc. | $1.01B | Q2 2026 | 7/10/2026 | 1,347 |
| 3026 | Gladstone Capital Management LLP | $1.01B | Q2 2026 | 8/14/2026 | 40 |
| 3027 | IAG Wealth Partners, LLC | $1.01B | Q2 2026 | 8/6/2026 | 508 |
| 3028 | Redwood Investment Management, LLC | $1.01B | Q2 2026 | 8/14/2026 | 306 |
| 3029 | Steigerwald, Gordon & Koch Inc. | $1.01B | Q2 2026 | 7/22/2026 | 765 |
| 3030 | KR Capital LP | $1.01B | Q2 2026 | 8/14/2026 | 79 |
| 3031 | CATALYST FINANCIAL PARTNERS LLC | $1.01B | Q2 2026 | 7/29/2026 | 416 |
| 3032 | Grove Bank & Trust | $1.01B | Q2 2026 | 7/7/2026 | 886 |
| 3033 | Occidental Asset Management, LLC | $1.01B | Q2 2026 | 8/7/2026 | 328 |
| 3034 | Eagle Strategies LLC | $1.01B | Q2 2026 | 7/21/2026 | 273 |
| 3035 | PATTON ALBERTSON MILLER GROUP, LLC | $1B | Q2 2026 | 7/22/2026 | 213 |
| 3036 | MAR VISTA INVESTMENT PARTNERS LLC | $1B | Q2 2026 | 8/7/2026 | 33 |
| 3037 | B&D White Capital Company, LLC | $1B | Q2 2026 | 7/31/2026 | 94 |
| 3038 | Sendero Wealth Management, LLC | $1B | Q2 2026 | 8/4/2026 | 209 |
| 3039 | BlueStem Wealth Partners, LLC | $1B | Q2 2026 | 8/11/2026 | 127 |
| 3040 | BADGLEY PHELPS & BELL INC | $1B | Q2 2014 | 8/1/2014 | 183 |
| 3041 | KIM, LLC | $1B | Q2 2026 | 8/13/2026 | 69 |
| 3042 | ALYDAR PARTNERS LLC | $1B | Q1 2014 | 5/15/2014 | 100 |
| 3043 | Fulcrum Asset Management LLP | $1B | Q2 2026 | 8/18/2026 | 1,037 |
| 3044 | ADVISORY RESEARCH INC | $1B | Q2 2026 | 8/13/2026 | 136 |
| 3045 | HOHIMER WEALTH MANAGEMENT, LLC | $1B | Q2 2026 | 7/31/2026 | 394 |
| 3046 | ADDISON CLARK MANAGEMENT, L.L.C. | $1B | Q1 2014 | 5/15/2014 | 20 |
| 3047 | HOWARD FINANCIAL SERVICES, LTD. | $1B | Q2 2026 | 7/7/2026 | 269 |
| 3048 | SHEETS SMITH WEALTH MANAGEMENT | $1B | Q2 2026 | 7/13/2026 | 408 |
| 3049 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $1B | Q2 2026 | 8/13/2026 | 154 |
| 3050 | Ascent Wealth Partners, LLC | $1B | Q2 2026 | 7/31/2026 | 200 |
| 3051 | Edinburgh Partners Ltd | $999M | Q2 2014 | 7/17/2014 | 40 |
| 3052 | BROADVIEW ADVISORS LLC | $999M | Q1 2014 | 5/15/2014 | 100 |
| 3053 | Embree Financial Group | $999M | Q2 2026 | 7/15/2026 | 290 |
| 3054 | 180 WEALTH ADVISORS, LLC | $997M | Q2 2026 | 7/7/2026 | 493 |
| 3055 | HHM Wealth Advisors, LLC | $996M | Q2 2026 | 7/13/2026 | 898 |
| 3056 | LEUTHOLD GROUP, LLC | $995M | Q2 2026 | 8/4/2026 | 237 |
| 3057 | NINE MASTS CAPITAL Ltd | $995M | Q2 2026 | 8/7/2026 | 170 |
| 3058 | ROMANO BROTHERS AND COMPANY | $994M | Q2 2026 | 7/21/2026 | 331 |
| 3059 | Souders Financial Advisors | $994M | Q2 2026 | 8/5/2026 | 224 |
| 3060 | Absolute Gestao de Investimentos Ltda. | $994M | Q2 2026 | 8/25/2026 | 41 |
| 3061 | Rock Creek Group LLC | $994M | Q2 2026 | 8/3/2026 | 57 |
| 3062 | Power Alpha Investment Ltd | $994M | Q2 2026 | 7/31/2026 | 4 |
| 3063 | DENALI ADVISORS LLC | $993M | Q2 2026 | 8/10/2026 | 318 |
| 3064 | Capital Advisors, Ltd. LLC | $991M | Q2 2026 | 7/16/2026 | 1,518 |
| 3065 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $990M | Q2 2026 | 7/16/2026 | 224 |
| 3066 | MLG Wealth Management DBA Pine Grove Financial Group | $990M | Q2 2026 | 9/2/2026 | 218 |
| 3067 | Elm Ridge Management, LLC | $990M | Q1 2014 | 5/15/2014 | 46 |
| 3068 | KTF INVESTMENTS, LLC | $989M | Q2 2026 | 8/10/2026 | 93 |
| 3069 | State of Wyoming | $989M | Q2 2026 | 8/6/2026 | 1,872 |
| 3070 | NOVEM GROUP | $988M | Q2 2026 | 7/21/2026 | 445 |
| 3071 | Archford Capital Strategies, LLC | $987M | Q2 2026 | 7/17/2026 | 359 |
| 3072 | Global Endowment Management, LP | $987M | Q2 2026 | 8/14/2026 | 72 |
| 3073 | Financial Partners Group, Inc | $985M | Q2 2026 | 7/23/2026 | 250 |
| 3074 | Southeast Asset Advisors, LLC | $984M | Q2 2026 | 8/14/2026 | 225 |
| 3075 | FIDUCIARY FINANCIAL ADVISORS | $984M | Q2 2026 | 8/13/2026 | 2,794 |
| 3076 | LVZ, Inc. | $984M | Q2 2026 | 7/9/2026 | 177 |
| 3077 | Stanley-Laman Group, Ltd. | $984M | Q2 2026 | 8/5/2026 | 298 |
| 3078 | Central Pacific Bank - Trust Division | $984M | Q2 2026 | 7/7/2026 | 889 |
| 3079 | Cheviot Value Management, LLC | $984M | Q2 2026 | 8/6/2026 | 443 |
| 3080 | Marble Harbor Investment Counsel, LLC | $984M | Q2 2026 | 8/7/2026 | 200 |
| 3081 | NORTH RUN CAPITAL, LP | $984M | Q1 2014 | 5/16/2014 | 30 |
| 3082 | JAMES INVESTMENT RESEARCH, INC. | $984M | Q2 2026 | 7/24/2026 | 375 |
| 3083 | INFINITUM ASSET MANAGEMENT, LLC | $983M | Q2 2026 | 8/14/2026 | 20 |
| 3084 | Greenline Partners, LLC | $983M | Q2 2026 | 8/14/2026 | 149 |
| 3085 | TWIN FOCUS CAPITAL PARTNERS, LLC | $983M | Q2 2026 | 7/28/2026 | 170 |
| 3086 | Hanson & Doremus Investment Management | $983M | Q2 2026 | 7/29/2026 | 484 |
| 3087 | CABOT WEALTH MANAGEMENT INC | $982M | Q2 2026 | 7/31/2026 | 142 |
| 3088 | Van Cleef Asset Management,Inc | $981M | Q2 2026 | 8/3/2026 | 119 |
| 3089 | Stillwater Capital Advisors, LLC | $981M | Q2 2026 | 7/23/2026 | 71 |
| 3090 | Force Capital Management LLC | $981M | Q1 2014 | 5/15/2014 | 39 |
| 3091 | Hill Investment Group Partners, LLC | $980M | Q2 2026 | 8/12/2026 | 61 |
| 3092 | Perseverance Asset Management International | $979M | Q2 2026 | 8/12/2026 | 19 |
| 3093 | Parkman Healthcare Partners LLC | $977M | Q2 2026 | 8/14/2026 | 77 |
| 3094 | KINGDON CAPITAL MANAGEMENT, L.L.C. | $976M | Q2 2026 | 8/14/2026 | 74 |
| 3095 | Arini Capital Management Ltd | $975M | Q2 2026 | 8/14/2026 | 28 |
| 3096 | Family Manage LLC | $975M | Q2 2026 | 8/14/2026 | 324 |
| 3097 | Kiwi Wealth Investments Limited Partnership | $975M | Q2 2014 | 8/6/2014 | 52 |
| 3098 | Patriot Financial Group Insurance Agency, LLC | $974M | Q2 2026 | 7/16/2026 | 491 |
| 3099 | SEEDS INVESTOR LLC | $973M | Q2 2026 | 8/12/2026 | 379 |
| 3100 | ZEGA Investments, LLC | $973M | Q2 2026 | 7/31/2026 | 335 |
| 3101 | RPG Investment Advisory, LLC | $973M | Q2 2026 | 8/4/2026 | 93 |
| 3102 | Permanens Capital L.P. | $972M | Q2 2026 | 8/14/2026 | 100 |
| 3103 | Integrity Advisory Solutions, LLC | $972M | Q2 2026 | 7/31/2026 | 336 |
| 3104 | Troluce Capital Advisors LLC | $971M | Q2 2026 | 8/14/2026 | 26 |
| 3105 | EVERMAY WEALTH MANAGEMENT LLC | $971M | Q2 2026 | 7/27/2026 | 651 |
| 3106 | Marietta Wealth Management, LLC | $971M | Q2 2026 | 8/3/2026 | 133 |
| 3107 | Noked Israel Ltd | $970M | Q2 2026 | 8/13/2026 | 11 |
| 3108 | RMG Wealth Management LLC | $969M | Q2 2026 | 8/13/2026 | 584 |
| 3109 | BANCORPSOUTH INC | $969M | Q2 2014 | 8/6/2014 | 272 |
| 3110 | LMR Master Fund Ltd | $968M | Q4 2013 | 2/14/2014 | 344 |
| 3111 | Disciplina Capital Management LLC | $968M | Q2 2026 | 8/10/2026 | 68 |
| 3112 | Stockman Wealth Management, Inc. | $968M | Q2 2026 | 8/11/2026 | 178 |
| 3113 | L & S Advisors Inc | $967M | Q2 2026 | 8/12/2026 | 236 |
| 3114 | Intrinsic Edge Capital Management LLC | $967M | Q2 2026 | 8/12/2026 | 120 |
| 3115 | SeaStone Capital Management, L.P. | $965M | Q1 2014 | 5/15/2014 | 37 |
| 3116 | Revolve Wealth Partners, LLC | $965M | Q2 2026 | 7/9/2026 | 356 |
| 3117 | Bath Savings Trust Co | $965M | Q2 2026 | 7/9/2026 | 177 |
| 3118 | Baker Ellis Asset Management LLC | $964M | Q2 2026 | 7/23/2026 | 265 |
| 3119 | GOODNOW INVESTMENT GROUP, LLC | $964M | Q2 2026 | 8/13/2026 | 23 |
| 3120 | Aviance Capital Partners, LLC | $963M | Q2 2026 | 7/30/2026 | 388 |
| 3121 | L2 Asset Management, LLC | $963M | Q2 2026 | 8/13/2026 | 411 |
| 3122 | Leonard Green & Partners, L.P. | $962M | Q2 2026 | 8/14/2026 | 4 |
| 3123 | SILVERARC CAPITAL MANAGEMENT, LLC | $962M | Q2 2026 | 8/13/2026 | 73 |
| 3124 | PARTHENON LLC | $962M | Q2 2026 | 7/23/2026 | 133 |
| 3125 | ARDSLEY ADVISORY PARTNERS LP | $960M | Q2 2026 | 7/13/2026 | 145 |
| 3126 | Ramirez Asset Management, Inc. | $960M | Q2 2026 | 8/13/2026 | 360 |
| 3127 | BURNS J W & CO INC/NY | $959M | Q2 2026 | 7/15/2026 | 189 |
| 3128 | Wahed Invest LLC | $958M | Q2 2026 | 8/11/2026 | 227 |
| 3129 | Buck Wealth Strategies, LLC | $956M | Q2 2026 | 7/30/2026 | 1,170 |
| 3130 | River Wealth Advisors LLC | $956M | Q2 2026 | 8/4/2026 | 217 |
| 3131 | Lifeworks Advisors, LLC | $955M | Q2 2026 | 8/14/2026 | 337 |
| 3132 | VICTORY FINANCIAL GROUP, LLC | $953M | Q2 2026 | 7/28/2026 | 399 |
| 3133 | ICC CAPITAL MANAGEMENT INC/ | $953M | Q2 2014 | 8/8/2014 | 264 |
| 3134 | Claro Advisors Inc. | $953M | Q2 2026 | 7/30/2026 | 533 |
| 3135 | Night Owl Capital Management, LLC | $953M | Q2 2026 | 8/14/2026 | 30 |
| 3136 | CVFG LLC | $952M | Q2 2026 | 8/11/2026 | 250 |
| 3137 | Elyxium Wealth, LLC | $952M | Q2 2026 | 8/3/2026 | 298 |
| 3138 | MAKENA CAPITAL MANAGEMENT LLC | $952M | Q2 2026 | 8/10/2026 | 26 |
| 3139 | Abacus Wealth Partners, LLC | $952M | Q2 2026 | 7/22/2026 | 322 |
| 3140 | L. Roy Papp & Associates, LLP | $951M | Q2 2026 | 7/23/2026 | 193 |
| 3141 | NORTHPOINTE CAPITAL LLC | $950M | Q2 2014 | 8/7/2014 | 222 |
| 3142 | SWARTHMORE GROUP INC | $950M | Q2 2014 | 7/18/2014 | 61 |
| 3143 | GRIFFIN ASSET MANAGEMENT, INC. | $949M | Q2 2026 | 7/23/2026 | 245 |
| 3144 | Diametric Capital, LP | $948M | Q2 2026 | 8/14/2026 | 474 |
| 3145 | TOTAL INVESTMENT MANAGEMENT INC | $948M | Q2 2026 | 8/3/2026 | 89 |
| 3146 | GFS Advisors, LLC | $948M | Q2 2026 | 8/13/2026 | 266 |
| 3147 | Asset One Wealth Management LLC | $948M | Q2 2026 | 8/13/2026 | 347 |
| 3148 | United Advisor Group, LLC | $948M | Q2 2026 | 7/29/2026 | 544 |
| 3149 | ARBOR CAPITAL MANAGEMENT LLC | $947M | Q1 2014 | 5/15/2014 | 156 |
| 3150 | WENDELL DAVID ASSOCIATES INC | $947M | Q2 2026 | 7/27/2026 | 155 |
| 3151 | OARSMAN CAPITAL, INC. | $945M | Q2 2026 | 8/7/2026 | 244 |
| 3152 | SYLEBRA CAPITAL LLC | $945M | Q2 2026 | 8/14/2026 | 9 |
| 3153 | Old West Investment Management, LLC | $944M | Q2 2026 | 8/6/2026 | 124 |
| 3154 | Mount Kellett Capital Management LP | $944M | Q1 2014 | 5/15/2014 | 11 |
| 3155 | HighTower Advisors, LLC | $943M | Q2 2026 | 8/26/2026 | 1 |
| 3156 | Headlands Technologies LLC | $943M | Q2 2026 | 8/12/2026 | 695 |
| 3157 | Allegheny Financial Group | $942M | Q2 2026 | 7/22/2026 | 305 |
| 3158 | MIDDLETON & CO INC/MA | $942M | Q2 2026 | 8/10/2026 | 170 |
| 3159 | Wealth High Governance Asset Management Ltda. | $940M | Q2 2026 | 8/12/2026 | 50 |
| 3160 | FSM Wealth Advisors, LLC | $939M | Q2 2026 | 7/15/2026 | 350 |
| 3161 | STEWART WEST INDIES TRADING CO., LTD | $938M | Q1 2014 | 5/15/2014 | 53 |
| 3162 | PINNBROOK CAPITAL MANAGEMENT LP | $938M | Q2 2026 | 8/12/2026 | 103 |
| 3163 | Poplar Forest Capital LLC | $937M | Q1 2014 | 5/9/2014 | 49 |
| 3164 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | $937M | Q2 2014 | 7/28/2014 | 300 |
| 3165 | Archon Partners LLC | $937M | Q2 2026 | 8/6/2026 | 37 |
| 3166 | High Probability Advisors, LLC | $935M | Q2 2026 | 7/13/2026 | 75 |
| 3167 | SCOGGIN MANAGEMENT LP | $935M | Q2 2026 | 8/14/2026 | 69 |
| 3168 | First Turn Management, LLC | $935M | Q2 2026 | 8/14/2026 | 31 |
| 3169 | VALLEY FORGE ASSET MANAGEMENT, LLC | $934M | Q2 2014 | 8/7/2014 | 90 |
| 3170 | ASHFORD CAPITAL MANAGEMENT INC | $933M | Q2 2026 | 8/21/2026 | 107 |
| 3171 | PLANNING ALTERNATIVES LTD /ADV | $933M | Q2 2026 | 8/12/2026 | 129 |
| 3172 | SYCOMORE ASSET MANAGEMENT | $932M | Q2 2026 | 7/16/2026 | 73 |
| 3173 | Ashe Capital Management, LP | $931M | Q2 2026 | 8/14/2026 | 7 |
| 3174 | Artal Group S.A. | $931M | Q2 2026 | 8/13/2026 | 2 |
| 3175 | Bronte Capital Management Pty Ltd. | $931M | Q2 2026 | 8/4/2026 | 57 |
| 3176 | Night Squared LP | $930M | Q2 2026 | 8/14/2026 | 69 |
| 3177 | Capital Investment Counsel, Inc | $929M | Q2 2026 | 7/27/2026 | 266 |
| 3178 | Claret Asset Management Corp | $928M | Q2 2026 | 7/27/2026 | 498 |
| 3179 | Ikarian Capital, LLC | $928M | Q2 2026 | 8/14/2026 | 156 |
| 3180 | Fort Sheridan Advisors LLC | $928M | Q2 2026 | 8/5/2026 | 299 |
| 3181 | REDWOOD CAPITAL MANAGEMENT, LLC | $927M | Q2 2026 | 8/14/2026 | 25 |
| 3182 | Arista Wealth Management, LLC | $927M | Q2 2026 | 7/8/2026 | 266 |
| 3183 | Community Bank, N.A. | $926M | Q2 2026 | 8/13/2026 | 530 |
| 3184 | ABC ARBITRAGE SA | $926M | Q2 2026 | 7/20/2026 | 381 |
| 3185 | MBB PUBLIC MARKETS I LLC | $926M | Q2 2026 | 8/14/2026 | 26 |
| 3186 | BARLOW WEALTH PARTNERS, LLC | $926M | Q2 2026 | 7/14/2026 | 149 |
| 3187 | Roble, Belko & Company, Inc | $925M | Q2 2026 | 7/24/2026 | 486 |
| 3188 | SILVERBACK ASSET MANAGEMENT LLC | $925M | Q2 2026 | 8/13/2026 | 64 |
| 3189 | Geometric Wealth Advisors | $925M | Q2 2026 | 8/11/2026 | 94 |
| 3190 | Maridea Wealth Management LLC | $924M | Q2 2026 | 8/6/2026 | 547 |
| 3191 | James J. Burns & Company, LLC | $924M | Q2 2026 | 8/6/2026 | 163 |
| 3192 | Alaska Wealth Advisors, LLC | $923M | Q2 2026 | 8/11/2026 | 90 |
| 3193 | Litespeed Management, L.L.C. | $922M | Q1 2014 | 5/15/2014 | 24 |
| 3194 | Delta Global Management LP | $922M | Q2 2026 | 8/13/2026 | 149 |
| 3195 | SoftVest Advisors, LLC | $921M | Q2 2026 | 8/14/2026 | 9 |
| 3196 | Wilmington Funds Management Corp | $920M | Q1 2014 | 5/14/2014 | 769 |
| 3197 | AXQ CAPITAL, LP | $920M | Q2 2026 | 8/6/2026 | 960 |
| 3198 | Violich Capital Management, Inc. | $919M | Q2 2026 | 7/16/2026 | 122 |
| 3199 | TFO Wealth Partners, LLC | $919M | Q2 2026 | 8/10/2026 | 65 |
| 3200 | SJS Investment Consulting Inc. | $919M | Q2 2026 | 7/22/2026 | 2,884 |