Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3201 | RTD Financial Advisors, Inc. | $814M | Q1 2026 | 4/10/2026 | 114 |
| 3202 | ADVISORY RESEARCH INC | $813M | Q1 2026 | 5/14/2026 | 137 |
| 3203 | Firefly Value Partners, LP | $813M | Q1 2014 | 5/15/2014 | 44 |
| 3204 | TFC Financial Management, Inc. | $812M | Q1 2026 | 4/23/2026 | 998 |
| 3205 | United Advisor Group, LLC | $811M | Q1 2026 | 4/17/2026 | 508 |
| 3206 | COWEN INC. | $811M | Q1 2014 | 5/16/2014 | 192 |
| 3207 | Portfolio Strategies, Inc. | $811M | Q1 2026 | 5/5/2026 | 75 |
| 3208 | Rhenman & Partners Asset Management AB | $810M | Q1 2026 | 5/14/2026 | 86 |
| 3209 | BAXTER BROS INC | $810M | Q1 2026 | 4/28/2026 | 166 |
| 3210 | SUMMIT SECURITIES GROUP LLC | $810M | Q1 2026 | 4/30/2026 | 1,015 |
| 3211 | Brookwood Investment Group LLC | $810M | Q1 2026 | 5/4/2026 | 521 |
| 3212 | Buck Wealth Strategies, LLC | $810M | Q1 2026 | 5/8/2026 | 166 |
| 3213 | Impact Partnership Wealth, LLC | $810M | Q1 2026 | 4/23/2026 | 363 |
| 3214 | ASHFORD CAPITAL MANAGEMENT INC | $809M | Q1 2026 | 5/15/2026 | 99 |
| 3215 | B&D White Capital Company, LLC | $809M | Q1 2026 | 5/13/2026 | 74 |
| 3216 | Pathway Financial Advisors LLC | $808M | Q1 2026 | 4/7/2026 | 136 |
| 3217 | Emerald Advisors, LLC | $808M | Q1 2026 | 4/23/2026 | 125 |
| 3218 | Financial Enhancement Group LLC | $807M | Q1 2026 | 4/20/2026 | 135 |
| 3219 | Dorsey Wright & Associates | $807M | Q1 2026 | 5/6/2026 | 158 |
| 3220 | Strid Group, LLC | $807M | Q1 2026 | 4/29/2026 | 85 |
| 3221 | Johnson Bixby & Associates, LLC | $806M | Q1 2026 | 4/16/2026 | 127 |
| 3222 | BRIGADE CAPITAL MANAGEMENT, LP | $806M | Q1 2026 | 5/14/2026 | 18 |
| 3223 | Flaharty Asset Management, LLC | $806M | Q1 2026 | 5/4/2026 | 133 |
| 3224 | OARSMAN CAPITAL, INC. | $806M | Q1 2026 | 4/27/2026 | 239 |
| 3225 | Redwood Investment Management, LLC | $805M | Q1 2026 | 5/14/2026 | 264 |
| 3226 | Glendon Capital Management LP | $805M | Q1 2026 | 5/11/2026 | 25 |
| 3227 | CVFG LLC | $804M | Q1 2026 | 4/29/2026 | 239 |
| 3228 | Ally Financial Inc. | $804M | Q1 2026 | 5/12/2026 | 125 |
| 3229 | LaFleur & Godfrey LLC | $803M | Q1 2026 | 5/4/2026 | 141 |
| 3230 | INSPIRION WEALTH ADVISORS, LLC | $803M | Q1 2026 | 4/8/2026 | 181 |
| 3231 | One Wealth Advisors, LLC | $803M | Q1 2026 | 4/21/2026 | 304 |
| 3232 | HILLHOUSE CAPITAL MANAGEMENT, LTD. | $803M | Q1 2014 | 5/15/2014 | 14 |
| 3233 | FINANCIAL CONSULATE, INC | $803M | Q1 2026 | 4/21/2026 | 1,402 |
| 3234 | Ulysses Management LLC | $802M | Q1 2026 | 5/15/2026 | 35 |
| 3235 | TRUST DEPARTMENT MB FINANCIAL BANK N A | $802M | Q2 2014 | 8/1/2014 | 523 |
| 3236 | 1834 INVESTMENT ADVISORS CO | $801M | Q1 2026 | 5/14/2026 | 206 |
| 3237 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | $801M | Q1 2014 | 5/15/2014 | 64 |
| 3238 | ACK Asset Management LLC | $801M | Q1 2026 | 5/15/2026 | 20 |
| 3239 | INFINITUM ASSET MANAGEMENT, LLC | $801M | Q1 2026 | 5/15/2026 | 22 |
| 3240 | Naviter Wealth, LLC | $801M | Q1 2026 | 4/10/2026 | 271 |
| 3241 | LIBERTY WEALTH MANAGEMENT LLC | $800M | Q1 2026 | 5/12/2026 | 268 |
| 3242 | Cynosure Group, LLC | $800M | Q1 2026 | 5/13/2026 | 198 |
| 3243 | CITY HOLDING CO | $800M | Q1 2026 | 4/15/2026 | 570 |
| 3244 | King Wealth Management Group | $800M | Q1 2026 | 5/4/2026 | 158 |
| 3245 | Redwood Investments, LLC | $800M | Q2 2014 | 7/30/2014 | 186 |
| 3246 | KINGSTOWN CAPITAL MANAGEMENT L.P. | $800M | Q1 2014 | 5/16/2014 | 21 |
| 3247 | Hound Partners, LLC | $799M | Q1 2026 | 5/15/2026 | 35 |
| 3248 | Geometric Wealth Advisors | $799M | Q1 2026 | 5/13/2026 | 85 |
| 3249 | Sandy Spring Bank | $799M | Q2 2014 | 8/6/2014 | 831 |
| 3250 | KAVAR CAPITAL PARTNERS GROUP, LLC | $798M | Q1 2026 | 4/16/2026 | 213 |
| 3251 | VSR Financial Services, Inc. | $798M | Q2 2014 | 8/5/2014 | 566 |
| 3252 | CenterStar Asset Management, LLC | $797M | Q1 2026 | 5/1/2026 | 464 |
| 3253 | Ashe Capital Management, LP | $797M | Q1 2026 | 5/15/2026 | 7 |
| 3254 | Rovida Investment Management Ltd | $797M | Q1 2026 | 5/19/2026 | 17 |
| 3255 | Barton Investment Management | $797M | Q1 2026 | 4/20/2026 | 54 |
| 3256 | ASHTON THOMAS SECURITIES, LLC | $797M | Q1 2026 | 5/18/2026 | 444 |
| 3257 | Arkos Global Advisors | $797M | Q1 2026 | 5/13/2026 | 199 |
| 3258 | Atika Capital Management LLC | $796M | Q1 2026 | 5/14/2026 | 60 |
| 3259 | Legacy Financial Group LLC | $795M | Q1 2026 | 5/4/2026 | 121 |
| 3260 | L & S Advisors Inc | $795M | Q1 2026 | 5/11/2026 | 233 |
| 3261 | DW Partners, LP | $794M | Q1 2014 | 5/15/2014 | 48 |
| 3262 | Curated Wealth Partners LLC | $794M | Q1 2026 | 4/9/2026 | 228 |
| 3263 | Soundwatch Capital LLC | $793M | Q1 2026 | 5/5/2026 | 47 |
| 3264 | CMT Asset Management Ltd | $793M | Q1 2014 | 5/15/2014 | 78 |
| 3265 | Vision Capital Management, Inc. | $792M | Q1 2026 | 4/24/2026 | 150 |
| 3266 | Aperture Investors, LLC | $791M | Q1 2026 | 5/15/2026 | 87 |
| 3267 | Murchinson Ltd. | $791M | Q1 2026 | 5/15/2026 | 95 |
| 3268 | Parkway Wealth Management Group, LLC | $791M | Q1 2026 | 4/20/2026 | 137 |
| 3269 | Alpha Wave Global, LP | $791M | Q1 2026 | 5/14/2026 | 20 |
| 3270 | Atlas Venture Life Science Advisors, LLC | $790M | Q1 2026 | 5/14/2026 | 6 |
| 3271 | Daiwa SB Investments Ltd. | $790M | Q2 2014 | 7/25/2014 | 120 |
| 3272 | Avenir Tech Ltd | $790M | Q1 2026 | 5/15/2026 | 23 |
| 3273 | MARXE AUSTIN W & GREENHOUSE DAVID M | $789M | Q2 2014 | 8/8/2014 | 190 |
| 3274 | Independence Bank of Kentucky | $789M | Q1 2026 | 4/30/2026 | 623 |
| 3275 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $789M | Q1 2026 | 5/13/2026 | 44 |
| 3276 | V3 Holding Ltd | $789M | Q1 2026 | 5/13/2026 | 1 |
| 3277 | Strategic Wealth Investment Group, LLC | $788M | Q1 2026 | 5/11/2026 | 94 |
| 3278 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $788M | Q1 2026 | 5/14/2026 | 47 |
| 3279 | Fideuram Asset Management (Ireland) dac | $787M | Q1 2026 | 5/11/2026 | 445 |
| 3280 | Greenland Capital Management LP | $787M | Q1 2026 | 5/15/2026 | 278 |
| 3281 | Roble, Belko & Company, Inc | $787M | Q1 2026 | 4/16/2026 | 487 |
| 3282 | NEW ENGLAND ASSET MANAGEMENT INC | $786M | Q1 2026 | 5/15/2026 | 99 |
| 3283 | JT Stratford LLC | $786M | Q1 2026 | 5/15/2026 | 297 |
| 3284 | LAKE STREET PRIVATE WEALTH, LLC | $785M | Q1 2026 | 4/13/2026 | 270 |
| 3285 | McGowan Group Asset Management, Inc. | $785M | Q1 2026 | 5/11/2026 | 154 |
| 3286 | Sciencast Management LP | $785M | Q1 2026 | 5/13/2026 | 243 |
| 3287 | GFS Advisors, LLC | $785M | Q1 2026 | 5/11/2026 | 160 |
| 3288 | ARDSLEY ADVISORY PARTNERS LP | $784M | Q1 2026 | 5/15/2026 | 151 |
| 3289 | Hirzel Capital Management LLC | $784M | Q1 2014 | 5/15/2014 | 19 |
| 3290 | Central Pacific Bank - Trust Division | $784M | Q1 2026 | 4/7/2026 | 854 |
| 3291 | Nellore Capital Management LLC | $783M | Q1 2026 | 5/15/2026 | 11 |
| 3292 | ROTHSCHILD INVESTMENT LLC /IL | $782M | Q2 2014 | 7/24/2014 | 420 |
| 3293 | McMillan Office, Inc. | $782M | Q1 2026 | 4/23/2026 | 500 |
| 3294 | Titan Investment Solutions Ltd | $781M | Q1 2026 | 5/12/2026 | 63 |
| 3295 | Quantum Capital Management, LLC / NJ | $781M | Q1 2026 | 5/13/2026 | 34 |
| 3296 | High Probability Advisors, LLC | $781M | Q1 2026 | 4/10/2026 | 67 |
| 3297 | Technology Crossover Management X, Ltd. | $781M | Q1 2026 | 5/8/2026 | 6 |
| 3298 | RH Tailwind Management, LLC | $781M | Q1 2026 | 5/15/2026 | 57 |
| 3299 | HRTG GPE, LLC | $781M | Q1 2026 | 5/15/2026 | 3 |
| 3300 | UNITED BANK | $781M | Q1 2026 | 5/11/2026 | 121 |
| 3301 | Biondo Investment Advisors, LLC | $780M | Q1 2026 | 5/14/2026 | 82 |
| 3302 | Lifeworks Advisors, LLC | $779M | Q1 2026 | 5/4/2026 | 297 |
| 3303 | FSM Wealth Advisors, LLC | $778M | Q1 2026 | 4/27/2026 | 317 |
| 3304 | TCP Asset Management, LLC | $778M | Q1 2026 | 4/10/2026 | 133 |
| 3305 | AXQ CAPITAL, LP | $777M | Q1 2026 | 5/13/2026 | 973 |
| 3306 | HUNTINGTON BANCSHARES INC /MD/ | $777M | Q1 2026 | 5/15/2026 | 2 |
| 3307 | NOTTINGHAM ADVISORS, INC. | $777M | Q1 2026 | 4/17/2026 | 112 |
| 3308 | First Pacific Financial | $777M | Q1 2026 | 4/23/2026 | 663 |
| 3309 | BlueSky Wealth Advisors, LLC | $777M | Q1 2026 | 4/16/2026 | 115 |
| 3310 | Permanens Capital L.P. | $776M | Q1 2026 | 5/15/2026 | 88 |
| 3311 | TWIN CAPITAL MANAGEMENT INC | $776M | Q1 2026 | 5/5/2026 | 271 |
| 3312 | BRANT POINT INVESTMENT MANAGEMENT LLC | $776M | Q1 2026 | 5/14/2026 | 130 |
| 3313 | Cardinal Capital Management | $776M | Q1 2026 | 4/8/2026 | 136 |
| 3314 | WoodTrust Financial Corp | $775M | Q1 2026 | 5/6/2026 | 174 |
| 3315 | BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | $775M | Q2 2014 | 7/11/2014 | 187 |
| 3316 | PLANNING ALTERNATIVES LTD /ADV | $775M | Q1 2026 | 5/7/2026 | 111 |
| 3317 | Gilbert & Cook, Inc. | $774M | Q1 2026 | 5/5/2026 | 221 |
| 3318 | KFG WEALTH MANAGEMENT, LLC | $774M | Q1 2026 | 4/20/2026 | 216 |
| 3319 | SYLEBRA CAPITAL LLC | $774M | Q1 2026 | 5/15/2026 | 11 |
| 3320 | THOMPSON INVESTMENT MANAGEMENT, INC. | $773M | Q1 2026 | 4/8/2026 | 499 |
| 3321 | VALLEY NATIONAL ADVISERS INC | $773M | Q1 2026 | 4/15/2026 | 867 |
| 3322 | Pilgrim Global Advisors LLC | $772M | Q1 2026 | 5/15/2026 | 3 |
| 3323 | D'Orazio & Associates, Inc. | $772M | Q1 2026 | 5/7/2026 | 299 |
| 3324 | CANYON CAPITAL ADVISORS LLC | $772M | Q1 2026 | 5/15/2026 | 19 |
| 3325 | Crow Point Partners, LLC | $772M | Q1 2014 | 5/27/2014 | 243 |
| 3326 | Orange Investment Advisors, Inc. | $772M | Q1 2026 | 4/22/2026 | 145 |
| 3327 | LexAurum Advisors, LLC | $771M | Q1 2026 | 4/13/2026 | 400 |
| 3328 | CULBERTSON A N & CO INC | $771M | Q1 2026 | 5/12/2026 | 132 |
| 3329 | Concord Wealth Partners | $770M | Q1 2026 | 5/1/2026 | 207 |
| 3330 | Wahed Invest LLC | $770M | Q1 2026 | 5/13/2026 | 225 |
| 3331 | CRA Financial Services, LLC | $770M | Q1 2026 | 4/9/2026 | 296 |
| 3332 | Slow Capital, Inc. | $770M | Q1 2026 | 4/24/2026 | 104 |
| 3333 | Revolve Wealth Partners, LLC | $770M | Q1 2026 | 4/10/2026 | 230 |
| 3334 | Arbor Investment Advisors, LLC | $768M | Q1 2026 | 4/28/2026 | 114 |
| 3335 | SADOFF INVESTMENT MANAGEMENT LLC | $768M | Q2 2014 | 7/28/2014 | 52 |
| 3336 | Premier Path Wealth Partners, LLC | $767M | Q1 2026 | 4/23/2026 | 398 |
| 3337 | Tyrian Investments, L.P. | $767M | Q1 2014 | 5/14/2014 | 19 |
| 3338 | Stux Capital Management, LLC | $766M | Q2 2014 | 7/14/2014 | 444 |
| 3339 | FIDUCIENT ADVISORS LLC | $765M | Q1 2026 | 5/8/2026 | 139 |
| 3340 | Capital Advantage, Inc. | $765M | Q1 2026 | 4/10/2026 | 145 |
| 3341 | Camrose Capital Investment Partners LLP | $764M | Q1 2026 | 5/14/2026 | 10 |
| 3342 | Fortis Capital Advisors, LLC | $763M | Q1 2026 | 4/28/2026 | 371 |
| 3343 | Country Club Trust Company, n.a. | $763M | Q2 2014 | 7/15/2014 | 223 |
| 3344 | Skylands Capital, LLC | $763M | Q1 2026 | 4/22/2026 | 155 |
| 3345 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $763M | Q1 2026 | 5/4/2026 | 214 |
| 3346 | Think Investments LP | $762M | Q1 2026 | 5/15/2026 | 31 |
| 3347 | Freedom Together Foundation | $762M | Q1 2026 | 5/8/2026 | 2 |
| 3348 | Gibbs Wealth Management | $762M | Q1 2026 | 5/13/2026 | 433 |
| 3349 | Boxer Capital Management, LLC | $762M | Q1 2026 | 5/15/2026 | 54 |
| 3350 | Cannon Financial Strategists, Inc. | $761M | Q1 2026 | 5/12/2026 | 109 |
| 3351 | Opaleye Management Inc. | $759M | Q1 2026 | 5/15/2026 | 54 |
| 3352 | Sargent Investment Group, LLC | $759M | Q1 2026 | 5/11/2026 | 269 |
| 3353 | DOWLING & YAHNKE LLC | $759M | Q1 2014 | 5/6/2014 | 277 |
| 3354 | Perella Weinberg Partners Capital Management LP | $759M | Q1 2014 | 5/22/2014 | 91 |
| 3355 | Walkner Condon Financial Advisors LLC | $759M | Q1 2026 | 4/28/2026 | 322 |
| 3356 | CULLEN INVESTMENT GROUP, LTD. | $758M | Q1 2026 | 4/9/2026 | 179 |
| 3357 | Integrity Advisory Solutions, LLC | $757M | Q1 2026 | 5/11/2026 | 293 |
| 3358 | Tennessee Valley Asset Management Partners | $757M | Q1 2026 | 4/27/2026 | 191 |
| 3359 | Ranmore Fund Management Ltd | $757M | Q1 2026 | 5/11/2026 | 20 |
| 3360 | Meridian Wealth Advisors, LLC | $756M | Q1 2026 | 5/11/2026 | 202 |
| 3361 | O'Brien Wealth Partners LLC | $756M | Q4 2025 | 1/22/2026 | 110 |
| 3362 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $756M | Q1 2026 | 4/27/2026 | 274 |
| 3363 | BINGHAM OSBORN & SCARBOROUGH LLC | $755M | Q2 2014 | 8/6/2014 | 116 |
| 3364 | McGlone Suttner Wealth Management, Inc. | $755M | Q1 2026 | 4/21/2026 | 189 |
| 3365 | Symphony Financial, Ltd. Co. | $755M | Q1 2026 | 4/30/2026 | 315 |
| 3366 | JOHN G ULLMAN & ASSOCIATES INC | $754M | Q1 2026 | 5/6/2026 | 174 |
| 3367 | HMI Capital Management, L.P. | $754M | Q1 2026 | 5/15/2026 | 11 |
| 3368 | FIDUCIARY FINANCIAL GROUP, LLC | $754M | Q1 2026 | 4/13/2026 | 345 |
| 3369 | Front Street Capital Management, Inc. | $754M | Q1 2026 | 5/21/2026 | 73 |
| 3370 | Polianta Ltd | $754M | Q1 2026 | 4/16/2026 | 88 |
| 3371 | RESOURCES MANAGEMENT CORP /CT/ /ADV | $753M | Q1 2026 | 5/15/2026 | 415 |
| 3372 | ECLECTIC ASSOCIATES INC /ADV | $753M | Q1 2026 | 4/8/2026 | 159 |
| 3373 | ABC ARBITRAGE SA | $753M | Q1 2026 | 5/4/2026 | 364 |
| 3374 | GCQ FUNDS MANAGEMENT PTY Ltd | $753M | Q1 2026 | 5/11/2026 | 11 |
| 3375 | Talon Private Wealth, LLC | $753M | Q1 2026 | 5/15/2026 | 187 |
| 3376 | Wallington Asset Management, LLC | $752M | Q1 2026 | 4/22/2026 | 62 |
| 3377 | Technology Crossover Management IX, Ltd. | $752M | Q1 2026 | 5/8/2026 | 6 |
| 3378 | Brenner West Capital Advisors, LP | $752M | Q1 2014 | 5/15/2014 | 10 |
| 3379 | Peterson Wealth Advisors, LLC | $752M | Q1 2026 | 4/9/2026 | 108 |
| 3380 | American Financial Advisors, LLC | $750M | Q1 2026 | 5/13/2026 | 159 |
| 3381 | Relative Value Partners, LLC | $749M | Q1 2014 | 5/9/2014 | 101 |
| 3382 | Cornerstone Planning Group LLC | $749M | Q1 2026 | 5/6/2026 | 1,818 |
| 3383 | Manchester Global Management (UK) Ltd | $749M | Q1 2026 | 5/15/2026 | 23 |
| 3384 | BDF-GESTION | $749M | Q1 2026 | 4/10/2026 | 144 |
| 3385 | MSI Financial Services Inc | $748M | Q2 2014 | 8/4/2014 | 2,684 |
| 3386 | Blue Edge Capital, LLC | $747M | Q4 2025 | 2/12/2026 | 125 |
| 3387 | BOSTON FINANCIAL MANGEMENT LLC | $747M | Q1 2014 | 5/8/2014 | 199 |
| 3388 | AMICA PENSION FUND BOARD OF TRUSTEES | $747M | Q1 2014 | 5/13/2014 | 378 |
| 3389 | Breakwater Capital Group | $747M | Q1 2026 | 4/20/2026 | 373 |
| 3390 | Power Corp of Canada | $745M | Q1 2026 | 5/15/2026 | 1 |
| 3391 | Conversant Capital LLC | $745M | Q1 2026 | 5/15/2026 | 16 |
| 3392 | Capital Advisors Wealth Management, LLC | $745M | Q1 2026 | 4/8/2026 | 219 |
| 3393 | AFAM CAPITAL, INC. | $745M | Q1 2014 | 5/13/2014 | 144 |
| 3394 | Hendershot Investments Inc. | $744M | Q1 2026 | 4/27/2026 | 129 |
| 3395 | SkyView Investment Advisors, LLC | $743M | Q1 2026 | 5/14/2026 | 318 |
| 3396 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $743M | Q1 2026 | 5/15/2026 | 262 |
| 3397 | Ellenbecker Investment Group | $743M | Q1 2026 | 4/23/2026 | 134 |
| 3398 | Abacus Planning Group, Inc. | $743M | Q1 2026 | 4/7/2026 | 264 |
| 3399 | Sharkey, Howes & Javer | $742M | Q1 2026 | 4/8/2026 | 153 |
| 3400 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $742M | Q1 2026 | 5/15/2026 | 153 |