Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3201 | Independence Bank of Kentucky | $804M | Q4 2025 | 1/20/2026 | 724 |
| 3202 | Strid Group, LLC | $803M | Q4 2025 | 1/26/2026 | 79 |
| 3203 | SIRIOS CAPITAL MANAGEMENT L P | $803M | Q4 2025 | 2/13/2026 | 74 |
| 3204 | New England Private Wealth Advisors LLC | $803M | Q4 2025 | 2/13/2026 | 179 |
| 3205 | HILLHOUSE CAPITAL MANAGEMENT, LTD. | $803M | Q1 2014 | 5/15/2014 | 14 |
| 3206 | United Advisor Group, LLC | $802M | Q4 2025 | 1/26/2026 | 486 |
| 3207 | TRUST DEPARTMENT MB FINANCIAL BANK N A | $802M | Q2 2014 | 8/1/2014 | 523 |
| 3208 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | $801M | Q1 2014 | 5/15/2014 | 64 |
| 3209 | IDG China Capital Fund III Associates L.P. | $801M | Q4 2025 | 2/13/2026 | 2 |
| 3210 | Global Endowment Management, LP | $801M | Q4 2025 | 2/13/2026 | 138 |
| 3211 | Flaharty Asset Management, LLC | $801M | Q4 2025 | 2/6/2026 | 141 |
| 3212 | SAWGRASS ASSET MANAGEMENT LLC | $800M | Q4 2025 | 2/9/2026 | 187 |
| 3213 | Redwood Investments, LLC | $800M | Q2 2014 | 7/30/2014 | 186 |
| 3214 | KINGSTOWN CAPITAL MANAGEMENT L.P. | $800M | Q1 2014 | 5/16/2014 | 21 |
| 3215 | MJP ASSOCIATES INC /ADV | $799M | Q4 2025 | 2/6/2026 | 246 |
| 3216 | ALLEN OPERATIONS LLC | $799M | Q4 2025 | 2/10/2026 | 35 |
| 3217 | GSK plc | $799M | Q4 2025 | 2/12/2026 | 15 |
| 3218 | Sandy Spring Bank | $799M | Q2 2014 | 8/6/2014 | 831 |
| 3219 | Evelyn Partners Investment Management Services Ltd | $798M | Q4 2025 | 2/13/2026 | 262 |
| 3220 | VSR Financial Services, Inc. | $798M | Q2 2014 | 8/5/2014 | 566 |
| 3221 | Running Oak Capital LLC | $798M | Q4 2025 | 1/23/2026 | 56 |
| 3222 | THOMPSON INVESTMENT MANAGEMENT, INC. | $798M | Q4 2025 | 1/14/2026 | 522 |
| 3223 | Newbrook Capital Advisors LP | $797M | Q4 2025 | 2/17/2026 | 20 |
| 3224 | TFC Financial Management, Inc. | $797M | Q4 2025 | 1/23/2026 | 963 |
| 3225 | Sargent Investment Group, LLC | $797M | Q4 2025 | 2/13/2026 | 262 |
| 3226 | Versant Capital Management, Inc | $797M | Q4 2025 | 1/8/2026 | 2,639 |
| 3227 | 1834 INVESTMENT ADVISORS CO | $797M | Q4 2025 | 1/29/2026 | 204 |
| 3228 | ACK Asset Management LLC | $797M | Q4 2025 | 2/13/2026 | 23 |
| 3229 | Pathway Financial Advisors LLC | $796M | Q4 2025 | 1/14/2026 | 147 |
| 3230 | ADVISORY RESEARCH INC | $796M | Q4 2025 | 2/13/2026 | 143 |
| 3231 | Gilbert & Cook, Inc. | $796M | Q4 2025 | 1/7/2026 | 220 |
| 3232 | Arosa Capital Management LP | $795M | Q4 2025 | 2/17/2026 | 83 |
| 3233 | VICTORY FINANCIAL GROUP, LLC | $795M | Q4 2025 | 1/15/2026 | 317 |
| 3234 | Castellan Group | $795M | Q4 2025 | 1/23/2026 | 61 |
| 3235 | Kirkoswald Asset Management LLC | $795M | Q4 2025 | 2/17/2026 | 7 |
| 3236 | Parkside Investments, LLC | $794M | Q4 2025 | 2/9/2026 | 95 |
| 3237 | PLANNING ALTERNATIVES LTD /ADV | $794M | Q4 2025 | 2/6/2026 | 98 |
| 3238 | DW Partners, LP | $794M | Q1 2014 | 5/15/2014 | 48 |
| 3239 | Gemsstock Ltd. | $793M | Q4 2025 | 2/13/2026 | 22 |
| 3240 | CoreView Capital Management Ltd | $793M | Q4 2025 | 2/17/2026 | 7 |
| 3241 | CMT Asset Management Ltd | $793M | Q1 2014 | 5/15/2014 | 78 |
| 3242 | SkyView Investment Advisors, LLC | $792M | Q4 2025 | 2/18/2026 | 352 |
| 3243 | CORTLAND ASSOCIATES INC/MO | $792M | Q4 2025 | 1/28/2026 | 62 |
| 3244 | Wealth Enhancement Trust Services, Inc. | $792M | Q4 2025 | 1/27/2026 | 738 |
| 3245 | Family Manage LLC | $791M | Q4 2025 | 2/17/2026 | 284 |
| 3246 | SJS Investment Consulting Inc. | $790M | Q4 2025 | 1/21/2026 | 2,087 |
| 3247 | Daiwa SB Investments Ltd. | $790M | Q2 2014 | 7/25/2014 | 120 |
| 3248 | MARXE AUSTIN W & GREENHOUSE DAVID M | $789M | Q2 2014 | 8/8/2014 | 190 |
| 3249 | Freedom Together Foundation | $789M | Q4 2025 | 2/13/2026 | 2 |
| 3250 | Wallington Asset Management, LLC | $788M | Q4 2025 | 1/14/2026 | 73 |
| 3251 | Accurate Wealth Management, LLC | $788M | Q4 2025 | 1/14/2026 | 504 |
| 3252 | Buck Wealth Strategies, LLC | $788M | Q4 2025 | 2/3/2026 | 172 |
| 3253 | Stanley-Laman Group, Ltd. | $787M | Q4 2025 | 1/23/2026 | 306 |
| 3254 | Fort Sheridan Advisors LLC | $787M | Q4 2025 | 2/10/2026 | 268 |
| 3255 | Sharkey, Howes & Javer | $787M | Q4 2025 | 1/13/2026 | 160 |
| 3256 | Ionic Capital Management LLC | $786M | Q4 2025 | 2/17/2026 | 147 |
| 3257 | Alaska Wealth Advisors, LLC | $785M | Q4 2025 | 2/13/2026 | 85 |
| 3258 | HRTG GPE, LLC | $785M | Q4 2025 | 2/13/2026 | 5 |
| 3259 | Hendershot Investments Inc. | $784M | Q4 2025 | 1/26/2026 | 124 |
| 3260 | Hirzel Capital Management LLC | $784M | Q1 2014 | 5/15/2014 | 19 |
| 3261 | Eagle Strategies LLC | $783M | Q4 2025 | 1/23/2026 | 247 |
| 3262 | Arkos Global Advisors | $783M | Q4 2025 | 2/13/2026 | 125 |
| 3263 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $783M | Q4 2025 | 2/13/2026 | 145 |
| 3264 | D'Orazio & Associates, Inc. | $782M | Q4 2025 | 2/4/2026 | 286 |
| 3265 | ROTHSCHILD INVESTMENT LLC /IL | $782M | Q2 2014 | 7/24/2014 | 420 |
| 3266 | Impact Partnership Wealth, LLC | $780M | Q4 2025 | 2/10/2026 | 362 |
| 3267 | TOTAL INVESTMENT MANAGEMENT INC | $779M | Q4 2025 | 2/3/2026 | 87 |
| 3268 | JT Stratford LLC | $779M | Q4 2025 | 2/12/2026 | 299 |
| 3269 | De Lisle Partners LLP | $778M | Q4 2025 | 2/13/2026 | 170 |
| 3270 | Geometric Wealth Advisors | $777M | Q4 2025 | 2/6/2026 | 80 |
| 3271 | STRATEGIC PLANNING GROUP, LLC | $777M | Q4 2025 | 2/4/2026 | 73 |
| 3272 | BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | $775M | Q2 2014 | 7/11/2014 | 187 |
| 3273 | American Financial Advisors, LLC | $775M | Q4 2025 | 2/3/2026 | 160 |
| 3274 | LIBERTY WEALTH MANAGEMENT LLC | $775M | Q4 2025 | 2/4/2026 | 249 |
| 3275 | DILLON & ASSOCIATES INC | $774M | Q4 2025 | 2/9/2026 | 77 |
| 3276 | Premier Path Wealth Partners, LLC | $774M | Q4 2025 | 1/22/2026 | 394 |
| 3277 | True North Advisors, LLC | $774M | Q4 2025 | 1/22/2026 | 250 |
| 3278 | Lifeworks Advisors, LLC | $772M | Q4 2025 | 2/13/2026 | 326 |
| 3279 | RMG Wealth Management LLC | $772M | Q4 2025 | 1/29/2026 | 448 |
| 3280 | Alibaba Group Holding Ltd | $772M | Q4 2025 | 2/12/2026 | 2 |
| 3281 | Tensile Capital Management LP | $772M | Q4 2025 | 2/17/2026 | 24 |
| 3282 | RESOURCES MANAGEMENT CORP /CT/ /ADV | $772M | Q4 2025 | 2/13/2026 | 429 |
| 3283 | Crow Point Partners, LLC | $772M | Q1 2014 | 5/27/2014 | 243 |
| 3284 | PROFESSIONAL ADVISORY SERVICES INC | $772M | Q4 2025 | 1/12/2026 | 80 |
| 3285 | S-Bank Fund Management Ltd | $771M | Q4 2025 | 2/3/2026 | 176 |
| 3286 | CULLEN INVESTMENT GROUP, LTD. | $771M | Q4 2025 | 1/12/2026 | 176 |
| 3287 | Hiddenite Capital Partners LP | $771M | Q4 2025 | 2/5/2026 | 36 |
| 3288 | Tennessee Valley Asset Management Partners | $771M | Q4 2025 | 2/5/2026 | 192 |
| 3289 | OARSMAN CAPITAL, INC. | $771M | Q4 2025 | 2/13/2026 | 241 |
| 3290 | Tri Locum Partners LP | $770M | Q4 2025 | 2/17/2026 | 15 |
| 3291 | Concord Wealth Partners | $770M | Q4 2025 | 1/29/2026 | 845 |
| 3292 | Brio Consultants, LLC | $770M | Q4 2025 | 2/4/2026 | 146 |
| 3293 | Qtron Investments LLC | $769M | Q4 2025 | 2/12/2026 | 428 |
| 3294 | Phocas Financial Corp. | $769M | Q4 2025 | 1/26/2026 | 148 |
| 3295 | Financial Enhancement Group LLC | $769M | Q4 2025 | 1/23/2026 | 135 |
| 3296 | Monarch Alternative Capital LP | $768M | Q4 2025 | 2/17/2026 | 5 |
| 3297 | SADOFF INVESTMENT MANAGEMENT LLC | $768M | Q2 2014 | 7/28/2014 | 52 |
| 3298 | SUMMIT SECURITIES GROUP LLC | $768M | Q4 2025 | 2/17/2026 | 991 |
| 3299 | Tyrian Investments, L.P. | $767M | Q1 2014 | 5/14/2014 | 19 |
| 3300 | Naviter Wealth, LLC | $767M | Q4 2025 | 1/21/2026 | 275 |
| 3301 | Permanens Capital L.P. | $767M | Q4 2025 | 2/17/2026 | 80 |
| 3302 | Stux Capital Management, LLC | $766M | Q2 2014 | 7/14/2014 | 444 |
| 3303 | First Pacific Financial | $766M | Q4 2025 | 1/16/2026 | 487 |
| 3304 | Abacus FCF Advisors LLC | $766M | Q4 2025 | 1/29/2026 | 61 |
| 3305 | HERALD INVESTMENT MANAGEMENT Ltd | $766M | Q4 2025 | 2/13/2026 | 97 |
| 3306 | NEW ENGLAND ASSET MANAGEMENT INC | $765M | Q4 2025 | 2/17/2026 | 123 |
| 3307 | May Hill Capital, LLC | $765M | Q4 2025 | 2/5/2026 | 331 |
| 3308 | Polianta Ltd | $764M | Q4 2025 | 1/15/2026 | 86 |
| 3309 | CRA Financial Services, LLC | $764M | Q4 2025 | 1/16/2026 | 292 |
| 3310 | GARNET EQUITY CAPITAL HOLDINGS, INC. | $764M | Q4 2025 | 2/17/2026 | 26 |
| 3311 | Mechanics Bank Trust Department | $764M | Q4 2025 | 1/14/2026 | 203 |
| 3312 | Country Club Trust Company, n.a. | $763M | Q2 2014 | 7/15/2014 | 223 |
| 3313 | Roble, Belko & Company, Inc | $763M | Q4 2025 | 1/12/2026 | 502 |
| 3314 | FCPM III SERVICES B.V. | $763M | Q4 2025 | 2/17/2026 | 10 |
| 3315 | CIM, LLC | $763M | Q4 2025 | 2/18/2026 | 171 |
| 3316 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $763M | Q4 2025 | 2/10/2026 | 224 |
| 3317 | CANYON CAPITAL ADVISORS LLC | $761M | Q4 2025 | 2/17/2026 | 14 |
| 3318 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $760M | Q4 2025 | 2/20/2026 | 16 |
| 3319 | Greenfield FTC, Inc. | $760M | Q4 2025 | 1/14/2026 | 3 |
| 3320 | Adams Asset Advisors, LLC | $760M | Q4 2025 | 1/15/2026 | 83 |
| 3321 | Arbor Investment Advisors, LLC | $760M | Q4 2025 | 1/23/2026 | 111 |
| 3322 | DOWLING & YAHNKE LLC | $759M | Q1 2014 | 5/6/2014 | 277 |
| 3323 | Wahed Invest LLC | $759M | Q4 2025 | 2/18/2026 | 213 |
| 3324 | Crawford Fund Management, LLC | $759M | Q4 2025 | 2/17/2026 | 199 |
| 3325 | Perella Weinberg Partners Capital Management LP | $759M | Q1 2014 | 5/22/2014 | 91 |
| 3326 | BlueSky Wealth Advisors, LLC | $758M | Q4 2025 | 1/26/2026 | 78 |
| 3327 | Ramirez Asset Management, Inc. | $758M | Q4 2025 | 2/11/2026 | 384 |
| 3328 | Opaleye Management Inc. | $758M | Q4 2025 | 2/17/2026 | 54 |
| 3329 | TEXAS TREASURY SAFEKEEPING TRUST CO | $758M | Q4 2025 | 2/13/2026 | 2 |
| 3330 | UNITED BANK | $757M | Q4 2025 | 2/13/2026 | 128 |
| 3331 | Laurel Wealth Advisors LLC | $756M | Q4 2025 | 1/30/2026 | 703 |
| 3332 | O'Brien Wealth Partners LLC | $756M | Q4 2025 | 1/22/2026 | 110 |
| 3333 | Fortis Capital Management LLC | $756M | Q4 2025 | 2/13/2026 | 206 |
| 3334 | JABODON PT CO | $756M | Q4 2025 | 2/11/2026 | 6 |
| 3335 | BINGHAM OSBORN & SCARBOROUGH LLC | $755M | Q2 2014 | 8/6/2014 | 116 |
| 3336 | Cardinal Capital Management | $755M | Q4 2025 | 1/30/2026 | 133 |
| 3337 | SUMMIT WEALTH GROUP LLC / CO | $754M | Q4 2025 | 2/4/2026 | 273 |
| 3338 | Power Corp of Canada | $754M | Q4 2025 | 2/17/2026 | 1 |
| 3339 | Intellus Advisors LLC | $754M | Q4 2025 | 2/6/2026 | 134 |
| 3340 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $753M | Q4 2025 | 2/12/2026 | 7 |
| 3341 | ASK CAPITAL MANAGEMENT, LLC | $753M | Q4 2025 | 2/10/2026 | 4 |
| 3342 | ACADEMY CAPITAL MANAGEMENT | $753M | Q4 2025 | 2/2/2026 | 41 |
| 3343 | K.J. Harrison & Partners Inc | $752M | Q4 2025 | 2/3/2026 | 219 |
| 3344 | Brenner West Capital Advisors, LP | $752M | Q1 2014 | 5/15/2014 | 10 |
| 3345 | FIRST HAWAIIAN BANK | $752M | Q4 2025 | 1/5/2026 | 91 |
| 3346 | Abacus Planning Group, Inc. | $751M | Q4 2025 | 1/16/2026 | 266 |
| 3347 | HOEY INVESTMENTS, INC | $751M | Q4 2025 | 1/28/2026 | 423 |
| 3348 | Kora Management LP | $751M | Q4 2025 | 2/17/2026 | 9 |
| 3349 | Graham Holdings Co Master Retirement Trust | $750M | Q4 2025 | 2/13/2026 | 2 |
| 3350 | Peterson Wealth Advisors, LLC | $750M | Q4 2025 | 1/9/2026 | 107 |
| 3351 | Colonial Trust Co / SC | $750M | Q4 2025 | 2/12/2026 | 1,094 |
| 3352 | FAGAN ASSOCIATES, INC. | $750M | Q4 2025 | 1/30/2026 | 134 |
| 3353 | JOHN G ULLMAN & ASSOCIATES INC | $750M | Q4 2025 | 2/5/2026 | 179 |
| 3354 | High Probability Advisors, LLC | $750M | Q4 2025 | 1/29/2026 | 73 |
| 3355 | Relative Value Partners, LLC | $749M | Q1 2014 | 5/9/2014 | 101 |
| 3356 | L2 Asset Management, LLC | $748M | Q4 2025 | 2/17/2026 | 366 |
| 3357 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $748M | Q4 2025 | 1/21/2026 | 249 |
| 3358 | Golden Unicorn (BVI) Ltd | $748M | Q4 2025 | 2/17/2026 | 4 |
| 3359 | Capital Planning Advisors, LLC | $748M | Q4 2025 | 2/17/2026 | 163 |
| 3360 | KFG WEALTH MANAGEMENT, LLC | $748M | Q4 2025 | 1/21/2026 | 213 |
| 3361 | MSI Financial Services Inc | $748M | Q2 2014 | 8/4/2014 | 2,684 |
| 3362 | FOUNDATION RESOURCE MANAGEMENT INC | $747M | Q4 2025 | 1/22/2026 | 52 |
| 3363 | Blue Edge Capital, LLC | $747M | Q4 2025 | 2/12/2026 | 125 |
| 3364 | GEORGE KAISER FAMILY FOUNDATION | $747M | Q4 2025 | 2/10/2026 | 67 |
| 3365 | BOSTON FINANCIAL MANGEMENT LLC | $747M | Q1 2014 | 5/8/2014 | 199 |
| 3366 | AMICA PENSION FUND BOARD OF TRUSTEES | $747M | Q1 2014 | 5/13/2014 | 378 |
| 3367 | Semanteon Capital Management, LP | $746M | Q4 2025 | 2/10/2026 | 8 |
| 3368 | PATTON FUND MANAGEMENT, INC. | $746M | Q4 2025 | 1/23/2026 | 472 |
| 3369 | ZEVIN ASSET MANAGEMENT LLC | $746M | Q4 2025 | 2/12/2026 | 97 |
| 3370 | One William Street Capital Management, L.P. | $745M | Q4 2025 | 2/17/2026 | 8 |
| 3371 | Parkway Wealth Management Group, LLC | $745M | Q4 2025 | 2/10/2026 | 133 |
| 3372 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $745M | Q4 2025 | 2/17/2026 | 151 |
| 3373 | AFAM CAPITAL, INC. | $745M | Q1 2014 | 5/13/2014 | 144 |
| 3374 | Symphony Financial, Ltd. Co. | $744M | Q4 2025 | 2/11/2026 | 286 |
| 3375 | RENAISSANCERE HOLDINGS LTD | $744M | Q4 2025 | 2/13/2026 | 5 |
| 3376 | Portside Wealth Group, LLC | $744M | Q4 2025 | 1/21/2026 | 460 |
| 3377 | McGlone Suttner Wealth Management, Inc. | $743M | Q4 2025 | 1/15/2026 | 190 |
| 3378 | Decheng Capital LLC | $743M | Q4 2025 | 2/12/2026 | 19 |
| 3379 | Hound Partners, LLC | $743M | Q4 2025 | 2/17/2026 | 37 |
| 3380 | HOHIMER WEALTH MANAGEMENT, LLC | $743M | Q4 2025 | 2/12/2026 | 317 |
| 3381 | Third View Private Wealth, LLC | $743M | Q4 2025 | 1/23/2026 | 269 |
| 3382 | Grandeur Peak Global Advisors, LLC | $743M | Q4 2025 | 2/13/2026 | 102 |
| 3383 | Manchester Global Management (UK) Ltd | $742M | Q4 2025 | 2/17/2026 | 21 |
| 3384 | COLONY GROUP LLC | $742M | Q1 2014 | 5/16/2014 | 864 |
| 3385 | Capital Advantage, Inc. | $741M | Q4 2025 | 1/7/2026 | 149 |
| 3386 | JLB & ASSOCIATES INC | $741M | Q4 2025 | 2/3/2026 | 71 |
| 3387 | Lee Financial Co | $741M | Q4 2025 | 1/22/2026 | 142 |
| 3388 | Glassman Wealth Services | $741M | Q4 2025 | 1/28/2026 | 195 |
| 3389 | Sava Infond d.o.o. | $741M | Q4 2025 | 1/29/2026 | 222 |
| 3390 | Technology Crossover Management XI, Ltd. | $740M | Q4 2025 | 2/6/2026 | 2 |
| 3391 | Rice Partnership, LLC | $740M | Q4 2025 | 2/10/2026 | 175 |
| 3392 | Lapides Asset Management, LLC | $739M | Q2 2014 | 8/8/2014 | 73 |
| 3393 | Lineweaver Wealth Advisors, LLC | $739M | Q4 2025 | 1/14/2026 | 180 |
| 3394 | Defilade Capital Management, L.P. | $738M | Q4 2025 | 2/13/2026 | 33 |
| 3395 | Skylands Capital, LLC | $737M | Q4 2025 | 1/30/2026 | 150 |
| 3396 | Keating Financial Advisory Services, Inc. | $737M | Q4 2025 | 2/9/2026 | 2,227 |
| 3397 | Pasadena Private Wealth, LLC | $735M | Q4 2025 | 2/10/2026 | 273 |
| 3398 | Vivaldi Capital Management LP | $735M | Q4 2025 | 2/13/2026 | 278 |
| 3399 | Vancity Investment Management Ltd | $735M | Q4 2025 | 2/19/2026 | 87 |
| 3400 | Emerald Advisors, LLC | $735M | Q4 2025 | 1/27/2026 | 113 |