Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3001 | MidWestOne Financial Group, Inc. | $900M | Q4 2025 | 2/12/2026 | 305 |
| 3002 | Gateway Wealth Partners, LLC | $898M | Q4 2025 | 2/11/2026 | 459 |
| 3003 | ATLAS CAPITAL ADVISORS INC. | $898M | Q4 2025 | 2/13/2026 | 973 |
| 3004 | Informed Momentum Co LLC | $898M | Q4 2025 | 2/12/2026 | 268 |
| 3005 | Goldstone Financial Group, LLC | $898M | Q4 2025 | 2/13/2026 | 218 |
| 3006 | ASHFORD CAPITAL MANAGEMENT INC | $898M | Q4 2025 | 2/17/2026 | 109 |
| 3007 | Think Investments LP | $897M | Q4 2025 | 2/17/2026 | 26 |
| 3008 | CATALYST FINANCIAL PARTNERS LLC | $897M | Q4 2025 | 2/4/2026 | 324 |
| 3009 | Violich Capital Management, Inc. | $896M | Q4 2025 | 2/3/2026 | 114 |
| 3010 | GAMBLE JONES INVESTMENT COUNSEL | $895M | Q2 2014 | 8/7/2014 | 232 |
| 3011 | SIGNET FINANCIAL MANAGEMENT, LLC | $895M | Q4 2025 | 1/8/2026 | 287 |
| 3012 | LVZ, Inc. | $894M | Q4 2025 | 2/10/2026 | 169 |
| 3013 | Nellore Capital Management LLC | $893M | Q4 2025 | 2/17/2026 | 11 |
| 3014 | Cypress Capital Group | $893M | Q4 2025 | 2/11/2026 | 232 |
| 3015 | NAVELLIER & ASSOCIATES INC | $892M | Q4 2025 | 2/3/2026 | 328 |
| 3016 | Redhawk Wealth Advisors, Inc. | $892M | Q4 2025 | 1/14/2026 | 366 |
| 3017 | River Wealth Advisors LLC | $892M | Q4 2025 | 2/13/2026 | 208 |
| 3018 | Rock Creek Group, LP | $892M | Q4 2025 | 2/10/2026 | 53 |
| 3019 | Ophir Asset Management Pty Ltd | $892M | Q4 2025 | 2/17/2026 | 32 |
| 3020 | EVERMAY WEALTH MANAGEMENT LLC | $891M | Q4 2025 | 1/22/2026 | 571 |
| 3021 | Constellation Wealth Advisors, LLC | $891M | Q2 2014 | 7/9/2014 | 196 |
| 3022 | Fort Point Capital Partners LLC | $891M | Q4 2025 | 2/13/2026 | 228 |
| 3023 | Per Stirling Capital Management, LLC. | $891M | Q4 2025 | 2/17/2026 | 300 |
| 3024 | Quantum Financial Advisors, LLC | $891M | Q4 2025 | 1/12/2026 | 220 |
| 3025 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $890M | Q4 2025 | 2/5/2026 | 112 |
| 3026 | Redwood Investment Management, LLC | $890M | Q4 2025 | 2/17/2026 | 303 |
| 3027 | Bison Wealth, LLC | $890M | Q4 2025 | 3/24/2026 | 431 |
| 3028 | Grove Bank & Trust | $889M | Q4 2025 | 1/8/2026 | 856 |
| 3029 | Schneider Downs Wealth Management Advisors, LP | $887M | Q4 2025 | 2/12/2026 | 156 |
| 3030 | DUPONT CAPITAL MANAGEMENT CORP | $887M | Q4 2025 | 1/26/2026 | 103 |
| 3031 | Capital Advisors, Ltd. LLC | $887M | Q4 2025 | 1/21/2026 | 1,536 |
| 3032 | Baldwin Investment Management, LLC | $886M | Q4 2025 | 2/13/2026 | 207 |
| 3033 | Moisand Fitzgerald Tamayo, LLC | $886M | Q4 2025 | 1/14/2026 | 517 |
| 3034 | Permian Investment Partners, LP | $883M | Q4 2025 | 2/13/2026 | 11 |
| 3035 | Homrich & Berg | $882M | Q2 2014 | 8/11/2014 | 201 |
| 3036 | GFI Investment Counsel Ltd. | $881M | Q4 2025 | 2/25/2026 | 4 |
| 3037 | RPG Investment Advisory, LLC | $881M | Q4 2025 | 1/20/2026 | 91 |
| 3038 | Proem Advisors LLC | $880M | Q4 2025 | 2/4/2026 | 36 |
| 3039 | ROMANO BROTHERS AND COMPANY | $880M | Q4 2025 | 1/14/2026 | 314 |
| 3040 | 180 WEALTH ADVISORS, LLC | $878M | Q4 2025 | 1/9/2026 | 471 |
| 3041 | Minneapolis Portfolio Management Group, LLC | $878M | Q4 2025 | 2/10/2026 | 31 |
| 3042 | TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $878M | Q1 2014 | 5/14/2014 | 13 |
| 3043 | Goldstein Advisors, LLC | $878M | Q4 2025 | 2/10/2026 | 225 |
| 3044 | LionEye Capital Management LLC | $878M | Q1 2014 | 5/15/2014 | 60 |
| 3045 | ABSOLUTE INVESTMENT ADVISERS, LLC | $877M | Q4 2025 | 1/28/2026 | 121 |
| 3046 | Zenit Asset Management AB | $877M | Q2 2014 | 8/6/2014 | 38 |
| 3047 | Aperture Investors, LLC | $875M | Q4 2025 | 2/17/2026 | 85 |
| 3048 | First Turn Management, LLC | $875M | Q4 2025 | 2/13/2026 | 33 |
| 3049 | Wealth Management Nebraska | $875M | Q4 2025 | 1/28/2026 | 91 |
| 3050 | Iron Triangle Partners LP | $875M | Q4 2025 | 2/17/2026 | 27 |
| 3051 | PERISCOPE CAPITAL INC. | $874M | Q4 2025 | 2/10/2026 | 348 |
| 3052 | Quadcap Wealth Management, LLC | $874M | Q4 2025 | 1/29/2026 | 396 |
| 3053 | Greenline Partners, LLC | $874M | Q4 2025 | 2/17/2026 | 149 |
| 3054 | MPM BioImpact LLC | $874M | Q4 2025 | 2/17/2026 | 38 |
| 3055 | Disciplina Capital Management LLC | $874M | Q4 2025 | 2/11/2026 | 68 |
| 3056 | Souders Financial Advisors | $873M | Q4 2025 | 2/2/2026 | 208 |
| 3057 | RAYMOND JAMES TRUST N.A. | $873M | Q2 2014 | 8/4/2014 | 615 |
| 3058 | Insight Wealth Strategies, LLC | $872M | Q4 2025 | 1/2/2026 | 171 |
| 3059 | St. Louis Trust Co | $872M | Q4 2025 | 2/9/2026 | 146 |
| 3060 | BALASA DINVERNO & FOLTZ LLC | $872M | Q2 2014 | 7/29/2014 | 179 |
| 3061 | Destiny Wealth Partners, LLC | $871M | Q4 2025 | 2/3/2026 | 211 |
| 3062 | Financial Plan, Inc. | $871M | Q4 2025 | 1/28/2026 | 94 |
| 3063 | NOVEM GROUP | $870M | Q4 2025 | 1/27/2026 | 421 |
| 3064 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $870M | Q4 2025 | 2/17/2026 | 39 |
| 3065 | CVA Family Office, LLC | $869M | Q4 2025 | 1/12/2026 | 1,288 |
| 3066 | Ascent Wealth Partners, LLC | $869M | Q4 2025 | 2/2/2026 | 183 |
| 3067 | 8 KNOTS MANAGEMENT, LLC | $868M | Q4 2025 | 2/13/2026 | 12 |
| 3068 | TWIN FOCUS CAPITAL PARTNERS, LLC | $868M | Q4 2025 | 2/17/2026 | 180 |
| 3069 | Aviance Capital Partners, LLC | $868M | Q4 2025 | 2/6/2026 | 361 |
| 3070 | Northcape Capital Pty Ltd | $867M | Q4 2025 | 1/21/2026 | 8 |
| 3071 | One Madison Group LLC | $867M | Q4 2025 | 2/17/2026 | 27 |
| 3072 | Keebeck Wealth Management | $867M | Q4 2025 | 2/17/2026 | 366 |
| 3073 | Mint Tower Capital Management B.V. | $866M | Q4 2025 | 2/12/2026 | 267 |
| 3074 | Atlas Venture Life Science Advisors, LLC | $865M | Q4 2025 | 2/13/2026 | 8 |
| 3075 | Financial Partners Group, Inc | $865M | Q4 2025 | 2/3/2026 | 227 |
| 3076 | Marietta Wealth Management, LLC | $865M | Q4 2025 | 1/28/2026 | 124 |
| 3077 | BAXTER BROS INC | $864M | Q4 2025 | 1/26/2026 | 165 |
| 3078 | Quantum Capital Management, LLC / NJ | $864M | Q4 2025 | 2/13/2026 | 34 |
| 3079 | Portfolio Strategies, Inc. | $864M | Q4 2025 | 1/27/2026 | 60 |
| 3080 | IAG Wealth Partners, LLC | $864M | Q4 2025 | 2/10/2026 | 497 |
| 3081 | B&D White Capital Company, LLC | $863M | Q4 2025 | 2/13/2026 | 72 |
| 3082 | Philip James Wealth Mangement, LLC | $863M | Q4 2025 | 1/20/2026 | 170 |
| 3083 | VIKING FUND MANAGEMENT LLC | $863M | Q4 2025 | 1/12/2026 | 137 |
| 3084 | Pinnacle Summer Investments, Inc. | $862M | Q2 2014 | 8/8/2014 | 1,030 |
| 3085 | Advyzon Investment Management, LLC | $862M | Q4 2025 | 2/13/2026 | 569 |
| 3086 | Claret Asset Management Corp | $862M | Q4 2025 | 2/11/2026 | 383 |
| 3087 | Stockman Wealth Management, Inc. | $859M | Q4 2025 | 1/29/2026 | 178 |
| 3088 | Genus Capital Management Inc. | $859M | Q4 2025 | 2/9/2026 | 195 |
| 3089 | Archford Capital Strategies, LLC | $858M | Q4 2025 | 1/15/2026 | 334 |
| 3090 | ION Fund Management Ltd | $857M | Q4 2025 | 2/17/2026 | 62 |
| 3091 | WoodTrust Financial Corp | $857M | Q4 2025 | 1/30/2026 | 180 |
| 3092 | Lumina Fund Management LLC | $857M | Q1 2014 | 5/13/2014 | 48 |
| 3093 | HOWARD FINANCIAL SERVICES, LTD. | $855M | Q4 2025 | 1/12/2026 | 205 |
| 3094 | Wintergreen Advisers, LLC | $855M | Q1 2014 | 5/15/2014 | 11 |
| 3095 | ICICI Prudential Asset Management Co Ltd | $855M | Q4 2025 | 2/12/2026 | 157 |
| 3096 | Nelson Capital Management, LLC | $855M | Q4 2025 | 2/10/2026 | 107 |
| 3097 | Alley Investment Management Company, LLC | $854M | Q4 2025 | 1/27/2026 | 90 |
| 3098 | FORM Wealth Advisors, LLC | $854M | Q4 2025 | 1/28/2026 | 59 |
| 3099 | Kylin Management LLC | $852M | Q1 2014 | 5/14/2014 | 9 |
| 3100 | Pinnacle Advisory Group, Inc. | $852M | Q2 2014 | 7/23/2014 | 121 |
| 3101 | Long Pond Capital, LP | $851M | Q4 2025 | 2/13/2026 | 30 |
| 3102 | NATIONAL PENN INVESTORS TRUST CO /PA | $851M | Q2 2014 | 8/11/2014 | 184 |
| 3103 | Revolve Wealth Partners, LLC | $851M | Q4 2025 | 1/20/2026 | 228 |
| 3104 | Boulay Financial Advisors, LLC | $850M | Q4 2025 | 2/12/2026 | 5 |
| 3105 | Capital Investment Counsel, Inc | $850M | Q4 2025 | 1/23/2026 | 261 |
| 3106 | PATTON ALBERTSON MILLER GROUP, LLC | $850M | Q4 2025 | 2/3/2026 | 214 |
| 3107 | Anchor Bolt Capital, LP | $850M | Q1 2014 | 5/15/2014 | 82 |
| 3108 | HHM Wealth Advisors, LLC | $850M | Q4 2025 | 1/22/2026 | 845 |
| 3109 | ZEGA Investments, LLC | $848M | Q4 2025 | 1/27/2026 | 173 |
| 3110 | Nine Chapters Capital Management LLC | $848M | Q1 2014 | 5/15/2014 | 787 |
| 3111 | MATTERN CAPITAL MANAGEMENT, LLC | $847M | Q4 2025 | 1/29/2026 | 170 |
| 3112 | Community Bank, N.A. | $846M | Q4 2025 | 2/4/2026 | 488 |
| 3113 | Sheffield Asset Management, L.L.C. | $846M | Q1 2014 | 5/15/2014 | 23 |
| 3114 | GREATMARK INVESTMENT PARTNERS, INC. | $845M | Q4 2025 | 1/27/2026 | 143 |
| 3115 | Covenant Asset Management, LLC | $844M | Q4 2025 | 1/30/2026 | 164 |
| 3116 | Oak Grove Capital LLC | $844M | Q4 2025 | 2/26/2026 | 81 |
| 3117 | Annandale Capital, LLC | $843M | Q4 2025 | 2/12/2026 | 127 |
| 3118 | Galaxy Group Investments LLC | $843M | Q4 2025 | 3/23/2026 | 49 |
| 3119 | ABSHER WEALTH MANAGEMENT, LLC | $843M | Q4 2025 | 1/28/2026 | 73 |
| 3120 | Prime Capital Management Co Ltd | $842M | Q4 2025 | 2/12/2026 | 6 |
| 3121 | GFS Advisors, LLC | $842M | Q4 2025 | 2/11/2026 | 173 |
| 3122 | KINGDON CAPITAL MANAGEMENT, L.L.C. | $841M | Q4 2025 | 2/17/2026 | 68 |
| 3123 | Hill Investment Group Partners, LLC | $841M | Q4 2025 | 2/17/2026 | 50 |
| 3124 | Politan Capital Management LP | $841M | Q4 2025 | 2/17/2026 | 3 |
| 3125 | Patriot Financial Group Insurance Agency, LLC | $841M | Q4 2025 | 1/26/2026 | 508 |
| 3126 | Mizuho Bank, Ltd. | $840M | Q4 2025 | 2/12/2026 | 6 |
| 3127 | 12 West Capital Management LP | $840M | Q4 2025 | 2/17/2026 | 18 |
| 3128 | VERTEX ONE ASSET MANAGEMENT INC. | $839M | Q1 2014 | 5/15/2014 | 104 |
| 3129 | Empire Capital Management, L.L.C. | $839M | Q1 2014 | 5/15/2014 | 55 |
| 3130 | Slow Capital, Inc. | $837M | Q4 2025 | 1/26/2026 | 113 |
| 3131 | Consolidated Investment Group LLC | $836M | Q4 2025 | 1/26/2026 | 66 |
| 3132 | Rodgers Brothers Inc. | $835M | Q4 2025 | 2/13/2026 | 238 |
| 3133 | Bain Capital Prairie, LLC | $835M | Q4 2025 | 2/17/2026 | 1 |
| 3134 | Medicxi Ventures Management (Jersey) Ltd | $835M | Q4 2025 | 1/23/2026 | 5 |
| 3135 | TRAN CAPITAL MANAGEMENT, L.P. | $835M | Q4 2025 | 1/20/2026 | 73 |
| 3136 | MAKENA CAPITAL MANAGEMENT LLC | $834M | Q4 2025 | 2/3/2026 | 26 |
| 3137 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $834M | Q4 2025 | 2/13/2026 | 499 |
| 3138 | BSW Wealth Partners | $833M | Q4 2025 | 1/23/2026 | 322 |
| 3139 | Brookwood Investment Group LLC | $833M | Q4 2025 | 1/22/2026 | 508 |
| 3140 | Archer Capital Management, L.P. | $833M | Q1 2014 | 5/15/2014 | 39 |
| 3141 | Sloy Dahl & Holst, LLC | $833M | Q4 2025 | 2/4/2026 | 115 |
| 3142 | Occidental Asset Management, LLC | $832M | Q4 2025 | 1/8/2026 | 295 |
| 3143 | Hanson & Doremus Investment Management | $832M | Q4 2025 | 1/20/2026 | 484 |
| 3144 | Warberg Asset Management LLC | $831M | Q4 2025 | 2/13/2026 | 181 |
| 3145 | Alta Park Capital, LP | $831M | Q4 2025 | 2/17/2026 | 34 |
| 3146 | Baker Ellis Asset Management LLC | $831M | Q4 2025 | 1/21/2026 | 260 |
| 3147 | McMillan Office, Inc. | $831M | Q4 2025 | 2/12/2026 | 491 |
| 3148 | Titan Investment Solutions Ltd | $831M | Q4 2025 | 2/13/2026 | 57 |
| 3149 | Wallace Capital Management Inc. | $830M | Q4 2025 | 2/17/2026 | 75 |
| 3150 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | $830M | Q4 2025 | 2/3/2026 | 40 |
| 3151 | Trustees of Columbia University in the City of New York | $830M | Q4 2025 | 2/13/2026 | 4 |
| 3152 | King Wealth Management Group | $830M | Q4 2025 | 2/9/2026 | 165 |
| 3153 | Numerai GP LLC | $830M | Q4 2025 | 2/17/2026 | 608 |
| 3154 | Vision Capital Management, Inc. | $830M | Q4 2025 | 1/27/2026 | 147 |
| 3155 | Azimuth Capital Management LLC | $829M | Q1 2014 | 5/12/2014 | 270 |
| 3156 | MANAGED ASSET PORTFOLIOS, LLC | $828M | Q4 2025 | 1/29/2026 | 62 |
| 3157 | SUFFOLK CAPITAL MANAGEMENT LLC | $827M | Q2 2014 | 8/7/2014 | 140 |
| 3158 | Oak Root LLC | $827M | Q4 2025 | 1/16/2026 | 11 |
| 3159 | Biondo Investment Advisors, LLC | $827M | Q4 2025 | 2/13/2026 | 86 |
| 3160 | FORA Capital, LLC | $827M | Q4 2025 | 2/13/2026 | 411 |
| 3161 | Mayflower Financial Advisors, LLC | $827M | Q4 2025 | 1/13/2026 | 414 |
| 3162 | Capricorn Investment Group LLC | $826M | Q4 2025 | 2/17/2026 | 7 |
| 3163 | LaFleur & Godfrey LLC | $826M | Q4 2025 | 2/3/2026 | 145 |
| 3164 | Triata Capital Ltd | $825M | Q4 2025 | 2/17/2026 | 15 |
| 3165 | DE BURLO GROUP INC | $824M | Q4 2025 | 2/13/2026 | 79 |
| 3166 | Octagon Capital Advisors LP | $824M | Q4 2025 | 2/17/2026 | 27 |
| 3167 | Ovata Capital Management Ltd | $823M | Q4 2025 | 3/3/2026 | 53 |
| 3168 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $823M | Q4 2025 | 1/15/2026 | 210 |
| 3169 | BRANT POINT INVESTMENT MANAGEMENT LLC | $823M | Q4 2025 | 2/13/2026 | 127 |
| 3170 | PRICE MICHAEL F | $821M | Q1 2014 | 5/13/2014 | 92 |
| 3171 | RTD Financial Advisors, Inc. | $820M | Q4 2025 | 1/27/2026 | 113 |
| 3172 | Ally Financial Inc. | $819M | Q4 2025 | 2/13/2026 | 110 |
| 3173 | One Wealth Advisors, LLC | $818M | Q4 2025 | 2/2/2026 | 298 |
| 3174 | BDF-GESTION | $818M | Q4 2025 | 1/9/2026 | 147 |
| 3175 | Fund 1 Investments, LLC | $818M | Q4 2025 | 2/17/2026 | 53 |
| 3176 | LAKE STREET PRIVATE WEALTH, LLC | $817M | Q4 2025 | 1/7/2026 | 278 |
| 3177 | Silver Rock Financial LLC | $817M | Q1 2014 | 5/15/2014 | 39 |
| 3178 | KPS Global Asset Management UK Ltd | $817M | Q4 2025 | 2/13/2026 | 4 |
| 3179 | SYQUANT CAPITAL SAS | $817M | Q4 2025 | 1/13/2026 | 37 |
| 3180 | INSPIRION WEALTH ADVISORS, LLC | $817M | Q4 2025 | 1/9/2026 | 169 |
| 3181 | Concert Wealth Management Inc. | $816M | Q2 2014 | 7/31/2014 | 586 |
| 3182 | Alpha Wave Global, LP | $816M | Q4 2025 | 2/13/2026 | 22 |
| 3183 | Embree Financial Group | $816M | Q4 2025 | 1/14/2026 | 250 |
| 3184 | Central Pacific Bank - Trust Division | $815M | Q4 2025 | 1/7/2026 | 837 |
| 3185 | Cache Advisors, LLC | $814M | Q4 2025 | 1/22/2026 | 116 |
| 3186 | Strategic Wealth Investment Group, LLC | $814M | Q4 2025 | 2/11/2026 | 93 |
| 3187 | Arista Wealth Management, LLC | $813M | Q4 2025 | 2/9/2026 | 248 |
| 3188 | CITY HOLDING CO | $813M | Q4 2025 | 1/22/2026 | 582 |
| 3189 | Firefly Value Partners, LP | $813M | Q1 2014 | 5/15/2014 | 44 |
| 3190 | COWEN INC. | $811M | Q1 2014 | 5/16/2014 | 192 |
| 3191 | Kera Capital Partners, Inc. | $811M | Q4 2025 | 2/23/2026 | 553 |
| 3192 | Mass General Brigham, Inc | $810M | Q4 2025 | 1/27/2026 | 7 |
| 3193 | Legacy Financial Group LLC | $809M | Q4 2025 | 2/5/2026 | 118 |
| 3194 | Anchorage Capital Advisors, L.P. | $807M | Q4 2025 | 2/17/2026 | 5 |
| 3195 | PLATINUM PARAMOUNT INVESTMENT LTD. | $807M | Q4 2025 | 3/3/2026 | 2 |
| 3196 | Johnson Bixby & Associates, LLC | $807M | Q4 2025 | 1/14/2026 | 123 |
| 3197 | FIDUCIENT ADVISORS LLC | $807M | Q4 2025 | 2/10/2026 | 170 |
| 3198 | McGowan Group Asset Management, Inc. | $806M | Q4 2025 | 1/29/2026 | 126 |
| 3199 | TWIN CAPITAL MANAGEMENT INC | $806M | Q4 2025 | 2/6/2026 | 252 |
| 3200 | WFM ASIA (BVI) Ltd | $805M | Q4 2025 | 2/12/2026 | 6 |