Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3201 | Financial Partners Group, Inc | $836M | Q1 2026 | 4/10/2026 | 227 |
| 3202 | PROFESSIONAL ADVISORY SERVICES INC | $836M | Q2 2026 | 7/8/2026 | 93 |
| 3203 | MATTERN CAPITAL MANAGEMENT, LLC | $835M | Q1 2026 | 5/4/2026 | 170 |
| 3204 | MANAGED ASSET PORTFOLIOS, LLC | $834M | Q1 2026 | 5/7/2026 | 51 |
| 3205 | Family Manage LLC | $834M | Q1 2026 | 5/15/2026 | 305 |
| 3206 | Breakwater Capital Group | $833M | Q2 2026 | 7/8/2026 | 377 |
| 3207 | Suncoast Equity Management | $833M | Q1 2026 | 5/8/2026 | 101 |
| 3208 | Archer Capital Management, L.P. | $833M | Q1 2014 | 5/15/2014 | 39 |
| 3209 | NICOLA WEALTH MANAGEMENT LTD. | $833M | Q1 2026 | 5/7/2026 | 62 |
| 3210 | Alaska Wealth Advisors, LLC | $833M | Q1 2026 | 4/24/2026 | 85 |
| 3211 | ICICI Prudential Asset Management Co Ltd | $833M | Q1 2026 | 5/11/2026 | 155 |
| 3212 | Ramirez Asset Management, Inc. | $832M | Q1 2026 | 5/12/2026 | 349 |
| 3213 | AA Financial Advisors, LLC | $832M | Q2 2026 | 7/17/2026 | 230 |
| 3214 | American Financial Advisors, LLC | $831M | Q2 2026 | 7/14/2026 | 169 |
| 3215 | SHENKMAN CAPITAL MANAGEMENT INC | $831M | Q1 2026 | 5/12/2026 | 81 |
| 3216 | Claro Advisors Inc. | $830M | Q1 2026 | 4/21/2026 | 506 |
| 3217 | RPG Investment Advisory, LLC | $829M | Q1 2026 | 5/14/2026 | 92 |
| 3218 | Sharkey, Howes & Javer | $829M | Q2 2026 | 7/9/2026 | 163 |
| 3219 | Azimuth Capital Management LLC | $829M | Q1 2014 | 5/12/2014 | 270 |
| 3220 | Engine Capital Management, LP | $828M | Q1 2026 | 5/15/2026 | 26 |
| 3221 | Fort Sheridan Advisors LLC | $828M | Q1 2026 | 5/6/2026 | 282 |
| 3222 | SUFFOLK CAPITAL MANAGEMENT LLC | $827M | Q2 2014 | 8/7/2014 | 140 |
| 3223 | ARVEST INVESTMENTS, INC. | $827M | Q2 2026 | 7/17/2026 | 255 |
| 3224 | CULLEN INVESTMENT GROUP, LTD. | $827M | Q2 2026 | 7/9/2026 | 181 |
| 3225 | Cardinal Capital Management | $826M | Q2 2026 | 7/21/2026 | 138 |
| 3226 | Fort Point Capital Partners LLC | $825M | Q1 2026 | 5/14/2026 | 225 |
| 3227 | SIRIOS CAPITAL MANAGEMENT L P | $825M | Q1 2026 | 5/15/2026 | 81 |
| 3228 | MJP ASSOCIATES INC /ADV | $824M | Q1 2026 | 5/5/2026 | 231 |
| 3229 | Volterra Technologies LP | $823M | Q1 2026 | 5/14/2026 | 301 |
| 3230 | Orange Investment Advisors, Inc. | $823M | Q2 2026 | 7/21/2026 | 143 |
| 3231 | CADIAN CAPITAL MANAGEMENT, LP | $821M | Q1 2026 | 5/15/2026 | 23 |
| 3232 | PRICE MICHAEL F | $821M | Q1 2014 | 5/13/2014 | 92 |
| 3233 | Alley Investment Management Company, LLC | $821M | Q1 2026 | 4/23/2026 | 85 |
| 3234 | AVENIR CORP | $820M | Q1 2026 | 5/14/2026 | 72 |
| 3235 | DUMAC, INC. | $820M | Q1 2026 | 5/1/2026 | 10 |
| 3236 | MayTech Global Investments, LLC | $820M | Q1 2026 | 5/14/2026 | 23 |
| 3237 | Capital Advantage, Inc. | $820M | Q2 2026 | 7/13/2026 | 150 |
| 3238 | Nelson Capital Management, LLC | $819M | Q1 2026 | 5/6/2026 | 108 |
| 3239 | Arvin Capital Management LP | $819M | Q1 2026 | 5/14/2026 | 50 |
| 3240 | Brio Consultants, LLC | $818M | Q1 2026 | 5/6/2026 | 152 |
| 3241 | Silver Rock Financial LLC | $817M | Q1 2014 | 5/15/2014 | 39 |
| 3242 | Mirador Capital Partners LP | $817M | Q2 2026 | 7/7/2026 | 218 |
| 3243 | Capital Investment Counsel, Inc | $816M | Q1 2026 | 4/21/2026 | 249 |
| 3244 | Concert Wealth Management Inc. | $816M | Q2 2014 | 7/31/2014 | 586 |
| 3245 | Ayalon Insurance Comp Ltd. | $815M | Q2 2026 | 7/13/2026 | 66 |
| 3246 | Cypress Wealth Services, LLC | $815M | Q2 2026 | 7/10/2026 | 436 |
| 3247 | Kera Capital Partners, Inc. | $815M | Q1 2026 | 5/6/2026 | 570 |
| 3248 | Stanley-Laman Group, Ltd. | $814M | Q1 2026 | 4/16/2026 | 295 |
| 3249 | VICTORY FINANCIAL GROUP, LLC | $814M | Q1 2026 | 4/27/2026 | 348 |
| 3250 | Wallington Asset Management, LLC | $814M | Q2 2026 | 7/22/2026 | 61 |
| 3251 | ADVISORY RESEARCH INC | $813M | Q1 2026 | 5/14/2026 | 137 |
| 3252 | Firefly Value Partners, LP | $813M | Q1 2014 | 5/15/2014 | 44 |
| 3253 | TFC Financial Management, Inc. | $812M | Q1 2026 | 4/23/2026 | 998 |
| 3254 | KAVAR CAPITAL PARTNERS GROUP, LLC | $812M | Q2 2026 | 7/20/2026 | 204 |
| 3255 | United Advisor Group, LLC | $811M | Q1 2026 | 4/17/2026 | 508 |
| 3256 | COWEN INC. | $811M | Q1 2014 | 5/16/2014 | 192 |
| 3257 | Portfolio Strategies, Inc. | $811M | Q1 2026 | 5/5/2026 | 75 |
| 3258 | Rhenman & Partners Asset Management AB | $810M | Q1 2026 | 5/14/2026 | 86 |
| 3259 | BAXTER BROS INC | $810M | Q1 2026 | 4/28/2026 | 166 |
| 3260 | SUMMIT SECURITIES GROUP LLC | $810M | Q1 2026 | 4/30/2026 | 1,015 |
| 3261 | Brookwood Investment Group LLC | $810M | Q1 2026 | 5/4/2026 | 521 |
| 3262 | Buck Wealth Strategies, LLC | $810M | Q1 2026 | 5/8/2026 | 166 |
| 3263 | Impact Partnership Wealth, LLC | $810M | Q1 2026 | 4/23/2026 | 363 |
| 3264 | Affinity Capital Advisors, LLC | $810M | Q2 2026 | 7/8/2026 | 203 |
| 3265 | ASHFORD CAPITAL MANAGEMENT INC | $809M | Q1 2026 | 5/15/2026 | 99 |
| 3266 | Abacus Planning Group, Inc. | $809M | Q2 2026 | 7/20/2026 | 259 |
| 3267 | Polianta Ltd | $809M | Q2 2026 | 7/8/2026 | 86 |
| 3268 | B&D White Capital Company, LLC | $809M | Q1 2026 | 5/13/2026 | 74 |
| 3269 | Capital Investment Counsel, LLC | $808M | Q2 2026 | 7/15/2026 | 156 |
| 3270 | EAGLE ROCK INVESTMENT COMPANY, LLC | $808M | Q2 2026 | 7/9/2026 | 156 |
| 3271 | Mechanics Bank Trust Department | $808M | Q2 2026 | 7/7/2026 | 211 |
| 3272 | Dorsey Wright & Associates | $807M | Q1 2026 | 5/6/2026 | 158 |
| 3273 | Strid Group, LLC | $807M | Q1 2026 | 4/29/2026 | 85 |
| 3274 | BRIGADE CAPITAL MANAGEMENT, LP | $806M | Q1 2026 | 5/14/2026 | 18 |
| 3275 | OARSMAN CAPITAL, INC. | $806M | Q1 2026 | 4/27/2026 | 239 |
| 3276 | Redwood Investment Management, LLC | $805M | Q1 2026 | 6/23/2026 | 264 |
| 3277 | Glendon Capital Management LP | $805M | Q1 2026 | 5/11/2026 | 25 |
| 3278 | CVFG LLC | $804M | Q1 2026 | 4/29/2026 | 239 |
| 3279 | Ally Financial Inc. | $804M | Q1 2026 | 5/12/2026 | 125 |
| 3280 | One Wealth Advisors, LLC | $803M | Q1 2026 | 4/21/2026 | 304 |
| 3281 | Klaas Financial Asset Advisors, LLC | $803M | Q2 2026 | 7/15/2026 | 59 |
| 3282 | HILLHOUSE CAPITAL MANAGEMENT, LTD. | $803M | Q1 2014 | 5/15/2014 | 14 |
| 3283 | FINANCIAL CONSULATE, INC | $803M | Q1 2026 | 4/21/2026 | 1,402 |
| 3284 | Ulysses Management LLC | $802M | Q1 2026 | 5/15/2026 | 35 |
| 3285 | TRUST DEPARTMENT MB FINANCIAL BANK N A | $802M | Q2 2014 | 8/1/2014 | 523 |
| 3286 | 1834 INVESTMENT ADVISORS CO | $801M | Q1 2026 | 5/14/2026 | 206 |
| 3287 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | $801M | Q1 2014 | 5/15/2014 | 64 |
| 3288 | ACK Asset Management LLC | $801M | Q1 2026 | 5/15/2026 | 20 |
| 3289 | INFINITUM ASSET MANAGEMENT, LLC | $801M | Q1 2026 | 5/15/2026 | 22 |
| 3290 | Naviter Wealth, LLC | $801M | Q1 2026 | 4/10/2026 | 271 |
| 3291 | LIBERTY WEALTH MANAGEMENT LLC | $800M | Q1 2026 | 5/12/2026 | 268 |
| 3292 | Cynosure Group, LLC | $800M | Q1 2026 | 5/13/2026 | 198 |
| 3293 | Live Oak Private Wealth LLC | $800M | Q2 2026 | 7/20/2026 | 211 |
| 3294 | King Wealth Management Group | $800M | Q1 2026 | 5/4/2026 | 158 |
| 3295 | Redwood Investments, LLC | $800M | Q2 2014 | 7/30/2014 | 186 |
| 3296 | KINGSTOWN CAPITAL MANAGEMENT L.P. | $800M | Q1 2014 | 5/16/2014 | 21 |
| 3297 | Hound Partners, LLC | $799M | Q1 2026 | 5/15/2026 | 35 |
| 3298 | Geometric Wealth Advisors | $799M | Q1 2026 | 5/13/2026 | 85 |
| 3299 | Sandy Spring Bank | $799M | Q2 2014 | 8/6/2014 | 831 |
| 3300 | TrueMark Investments, LLC | $798M | Q2 2026 | 7/22/2026 | 187 |
| 3301 | VSR Financial Services, Inc. | $798M | Q2 2014 | 8/5/2014 | 566 |
| 3302 | CenterStar Asset Management, LLC | $797M | Q1 2026 | 5/1/2026 | 464 |
| 3303 | Ashe Capital Management, LP | $797M | Q1 2026 | 5/15/2026 | 7 |
| 3304 | Rovida Investment Management Ltd | $797M | Q1 2026 | 5/19/2026 | 17 |
| 3305 | ASHTON THOMAS SECURITIES, LLC | $797M | Q1 2026 | 5/18/2026 | 444 |
| 3306 | XY Planning Network, Inc. | $797M | Q2 2026 | 7/14/2026 | 340 |
| 3307 | Arkos Global Advisors | $797M | Q1 2026 | 5/13/2026 | 199 |
| 3308 | Allied Investment Advisors, LLC | $797M | Q2 2026 | 7/20/2026 | 110 |
| 3309 | Atika Capital Management LLC | $796M | Q1 2026 | 5/14/2026 | 60 |
| 3310 | Emerald Advisors, LLC | $796M | Q2 2026 | 7/20/2026 | 130 |
| 3311 | Legacy Financial Group LLC | $795M | Q1 2026 | 5/4/2026 | 121 |
| 3312 | L & S Advisors Inc | $795M | Q1 2026 | 5/11/2026 | 233 |
| 3313 | DW Partners, LP | $794M | Q1 2014 | 5/15/2014 | 48 |
| 3314 | Seilern Investment Management Ltd | $794M | Q2 2026 | 7/8/2026 | 24 |
| 3315 | Soundwatch Capital LLC | $793M | Q1 2026 | 5/5/2026 | 47 |
| 3316 | CMT Asset Management Ltd | $793M | Q1 2014 | 5/15/2014 | 78 |
| 3317 | Vision Capital Management, Inc. | $792M | Q1 2026 | 4/24/2026 | 150 |
| 3318 | Aperture Investors, LLC | $791M | Q1 2026 | 5/15/2026 | 87 |
| 3319 | Murchinson Ltd. | $791M | Q1 2026 | 5/15/2026 | 95 |
| 3320 | Financial Solutions Advisory Group, Inc. | $791M | Q2 2026 | 7/13/2026 | 177 |
| 3321 | Parkway Wealth Management Group, LLC | $791M | Q1 2026 | 4/20/2026 | 137 |
| 3322 | Alpha Wave Global, LP | $791M | Q1 2026 | 5/14/2026 | 20 |
| 3323 | Enclave Advisors LLC | $790M | Q2 2026 | 7/14/2026 | 133 |
| 3324 | Atlas Venture Life Science Advisors, LLC | $790M | Q1 2026 | 5/14/2026 | 6 |
| 3325 | Daiwa SB Investments Ltd. | $790M | Q2 2014 | 7/25/2014 | 120 |
| 3326 | FIRST HAWAIIAN BANK | $790M | Q2 2026 | 7/13/2026 | 91 |
| 3327 | Avenir Tech Ltd | $790M | Q1 2026 | 5/15/2026 | 23 |
| 3328 | MARXE AUSTIN W & GREENHOUSE DAVID M | $789M | Q2 2014 | 8/8/2014 | 190 |
| 3329 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $789M | Q1 2026 | 5/13/2026 | 44 |
| 3330 | V3 Holding Ltd | $789M | Q1 2026 | 5/13/2026 | 1 |
| 3331 | Strategic Wealth Investment Group, LLC | $788M | Q1 2026 | 5/11/2026 | 94 |
| 3332 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $788M | Q1 2026 | 5/14/2026 | 47 |
| 3333 | Arlington Financial Advisors, LLC | $787M | Q2 2026 | 7/22/2026 | 107 |
| 3334 | Thrive Wealth Management, LLC | $787M | Q2 2026 | 7/7/2026 | 260 |
| 3335 | Fideuram Asset Management (Ireland) dac | $787M | Q1 2026 | 5/11/2026 | 445 |
| 3336 | Greenland Capital Management LP | $787M | Q1 2026 | 5/15/2026 | 278 |
| 3337 | Roble, Belko & Company, Inc | $787M | Q1 2026 | 4/16/2026 | 487 |
| 3338 | NEW ENGLAND ASSET MANAGEMENT INC | $786M | Q1 2026 | 5/15/2026 | 99 |
| 3339 | JT Stratford LLC | $786M | Q1 2026 | 5/15/2026 | 297 |
| 3340 | Gratus Wealth Advisors, LLC | $786M | Q2 2026 | 7/20/2026 | 138 |
| 3341 | LAKE STREET PRIVATE WEALTH, LLC | $785M | Q1 2026 | 4/13/2026 | 270 |
| 3342 | McGowan Group Asset Management, Inc. | $785M | Q1 2026 | 5/11/2026 | 154 |
| 3343 | Sciencast Management LP | $785M | Q1 2026 | 5/13/2026 | 243 |
| 3344 | GFS Advisors, LLC | $785M | Q1 2026 | 5/11/2026 | 160 |
| 3345 | Hirzel Capital Management LLC | $784M | Q1 2014 | 5/15/2014 | 19 |
| 3346 | TT International Asset Management LTD | $783M | Q2 2026 | 7/7/2026 | 49 |
| 3347 | Lee Financial Co | $783M | Q2 2026 | 7/22/2026 | 162 |
| 3348 | CHATHAM CAPITAL GROUP, INC. | $783M | Q2 2026 | 7/10/2026 | 200 |
| 3349 | Nellore Capital Management LLC | $783M | Q1 2026 | 5/15/2026 | 11 |
| 3350 | ROTHSCHILD INVESTMENT LLC /IL | $782M | Q2 2014 | 7/24/2014 | 420 |
| 3351 | Summit Financial Wealth Advisors, LLC | $782M | Q2 2026 | 7/15/2026 | 225 |
| 3352 | McMillan Office, Inc. | $782M | Q1 2026 | 4/23/2026 | 500 |
| 3353 | LAFFER TENGLER INVESTMENTS, INC. | $782M | Q2 2026 | 7/21/2026 | 179 |
| 3354 | Titan Investment Solutions Ltd | $781M | Q1 2026 | 5/12/2026 | 63 |
| 3355 | Quantum Capital Management, LLC / NJ | $781M | Q1 2026 | 5/13/2026 | 34 |
| 3356 | Technology Crossover Management X, Ltd. | $781M | Q1 2026 | 5/8/2026 | 6 |
| 3357 | RH Tailwind Management, LLC | $781M | Q1 2026 | 5/15/2026 | 57 |
| 3358 | HRTG GPE, LLC | $781M | Q1 2026 | 5/15/2026 | 3 |
| 3359 | Asio Capital, LLC | $781M | Q2 2026 | 7/17/2026 | 109 |
| 3360 | UNITED BANK | $781M | Q1 2026 | 5/11/2026 | 121 |
| 3361 | North Growth Management Ltd. | $780M | Q2 2026 | 7/21/2026 | 48 |
| 3362 | Biondo Investment Advisors, LLC | $780M | Q1 2026 | 5/14/2026 | 82 |
| 3363 | Lifeworks Advisors, LLC | $779M | Q1 2026 | 5/4/2026 | 297 |
| 3364 | Marquette Asset Management, LLC | $779M | Q2 2026 | 7/9/2026 | 831 |
| 3365 | AXQ CAPITAL, LP | $777M | Q1 2026 | 5/13/2026 | 973 |
| 3366 | HUNTINGTON BANCSHARES INC /MD/ | $777M | Q1 2026 | 5/15/2026 | 2 |
| 3367 | NOTTINGHAM ADVISORS, INC. | $777M | Q1 2026 | 4/17/2026 | 112 |
| 3368 | BlueSky Wealth Advisors, LLC | $777M | Q1 2026 | 4/16/2026 | 115 |
| 3369 | AFFINITY WEALTH MANAGEMENT LLC | $776M | Q2 2026 | 7/22/2026 | 113 |
| 3370 | Permanens Capital L.P. | $776M | Q1 2026 | 5/15/2026 | 88 |
| 3371 | TWIN CAPITAL MANAGEMENT INC | $776M | Q1 2026 | 5/5/2026 | 271 |
| 3372 | BRANT POINT INVESTMENT MANAGEMENT LLC | $776M | Q1 2026 | 5/14/2026 | 130 |
| 3373 | WoodTrust Financial Corp | $775M | Q1 2026 | 5/6/2026 | 174 |
| 3374 | BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | $775M | Q2 2014 | 7/11/2014 | 187 |
| 3375 | PLANNING ALTERNATIVES LTD /ADV | $775M | Q1 2026 | 5/7/2026 | 111 |
| 3376 | Gilbert & Cook, Inc. | $774M | Q1 2026 | 5/5/2026 | 221 |
| 3377 | SYLEBRA CAPITAL LLC | $774M | Q1 2026 | 5/15/2026 | 11 |
| 3378 | Curated Wealth Partners LLC | $774M | Q2 2026 | 7/10/2026 | 838 |
| 3379 | VALLEY NATIONAL ADVISERS INC | $773M | Q1 2026 | 4/15/2026 | 867 |
| 3380 | CIGNA INVESTMENTS INC /NEW | $773M | Q2 2026 | 7/21/2026 | 484 |
| 3381 | Pilgrim Global Advisors LLC | $772M | Q1 2026 | 5/15/2026 | 3 |
| 3382 | D'Orazio & Associates, Inc. | $772M | Q1 2026 | 5/7/2026 | 299 |
| 3383 | CANYON CAPITAL ADVISORS LLC | $772M | Q1 2026 | 5/15/2026 | 19 |
| 3384 | Crow Point Partners, LLC | $772M | Q1 2014 | 5/27/2014 | 243 |
| 3385 | Human Investing LLC | $771M | Q2 2026 | 7/21/2026 | 137 |
| 3386 | CULBERTSON A N & CO INC | $771M | Q1 2026 | 5/12/2026 | 132 |
| 3387 | Concord Wealth Partners | $770M | Q1 2026 | 5/1/2026 | 207 |
| 3388 | Wahed Invest LLC | $770M | Q1 2026 | 5/13/2026 | 225 |
| 3389 | CRA Financial Services, LLC | $770M | Q1 2026 | 4/9/2026 | 296 |
| 3390 | Arbor Investment Advisors, LLC | $768M | Q1 2026 | 4/28/2026 | 114 |
| 3391 | SADOFF INVESTMENT MANAGEMENT LLC | $768M | Q2 2014 | 7/28/2014 | 52 |
| 3392 | ARKANSAS FINANCIAL GROUP, INC. | $768M | Q2 2026 | 7/20/2026 | 97 |
| 3393 | Strategic Point Investment Advisors, LLC | $767M | Q2 2026 | 7/8/2026 | 36 |
| 3394 | Tyrian Investments, L.P. | $767M | Q1 2014 | 5/14/2014 | 19 |
| 3395 | Nexus Investment Management ULC | $767M | Q2 2026 | 7/20/2026 | 72 |
| 3396 | Crews Bank & Trust | $766M | Q2 2026 | 7/16/2026 | 662 |
| 3397 | Stux Capital Management, LLC | $766M | Q2 2014 | 7/14/2014 | 444 |
| 3398 | FIDUCIENT ADVISORS LLC | $765M | Q1 2026 | 5/8/2026 | 139 |
| 3399 | Camrose Capital Investment Partners LLP | $764M | Q1 2026 | 5/14/2026 | 10 |
| 3400 | Fortis Capital Advisors, LLC | $763M | Q1 2026 | 4/28/2026 | 371 |