Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3201 | STRATEGIC PLANNING GROUP, LLC | $918M | Q2 2026 | 7/16/2026 | 75 |
| 3202 | HARVEY INVESTMENT CO LLC | $918M | Q2 2026 | 7/22/2026 | 99 |
| 3203 | Quantitative Investment Management, LLC | $917M | Q2 2026 | 8/14/2026 | 346 |
| 3204 | Avalon Global Asset Management LLC | $917M | Q2 2026 | 8/13/2026 | 38 |
| 3205 | RTD Financial Advisors, Inc. | $917M | Q2 2026 | 7/13/2026 | 120 |
| 3206 | TWIN CAPITAL MANAGEMENT INC | $916M | Q2 2026 | 8/6/2026 | 269 |
| 3207 | De Lisle Partners LLP | $916M | Q2 2026 | 8/12/2026 | 178 |
| 3208 | Greenvale Capital LLP | $916M | Q2 2026 | 8/14/2026 | 11 |
| 3209 | Parsec Financial Management, Inc. | $915M | Q2 2014 | 7/28/2014 | 163 |
| 3210 | Lourd Capital, LLC | $915M | Q1 2014 | 5/13/2014 | 105 |
| 3211 | SCHNEIDER CAPITAL MANAGEMENT CORP | $915M | Q1 2014 | 5/14/2014 | 109 |
| 3212 | AGAVE CAPITAL MANAGEMENT Ltd | $915M | Q2 2026 | 8/12/2026 | 12 |
| 3213 | TAYLOR ASSET MANAGEMENT INC | $914M | Q2 2014 | 7/17/2014 | 32 |
| 3214 | King Wealth Management Group | $914M | Q2 2026 | 8/5/2026 | 176 |
| 3215 | Symphony Financial, Ltd. Co. | $914M | Q2 2026 | 8/3/2026 | 371 |
| 3216 | MJP ASSOCIATES INC /ADV | $914M | Q2 2026 | 8/11/2026 | 233 |
| 3217 | ATLAS CAPITAL ADVISORS INC. | $914M | Q2 2026 | 8/13/2026 | 1,051 |
| 3218 | ICICI Prudential Asset Management Co Ltd | $913M | Q2 2026 | 8/6/2026 | 157 |
| 3219 | Pitcairn Wealth Advisors LLC | $913M | Q2 2026 | 8/10/2026 | 281 |
| 3220 | Wallace Capital Management Inc. | $912M | Q2 2026 | 8/14/2026 | 77 |
| 3221 | Castellan Group | $912M | Q2 2026 | 7/23/2026 | 41 |
| 3222 | JT Stratford LLC | $912M | Q2 2026 | 8/14/2026 | 321 |
| 3223 | Nelson Capital Management, LLC | $912M | Q2 2026 | 7/24/2026 | 120 |
| 3224 | Permian Investment Partners, LP | $911M | Q2 2026 | 8/14/2026 | 13 |
| 3225 | Pacific Life Fund Advisors LLC | $910M | Q2 2026 | 8/4/2026 | 27 |
| 3226 | FORM Wealth Advisors, LLC | $909M | Q2 2026 | 7/10/2026 | 61 |
| 3227 | MAPLE SECURITIES USA INC | $907M | Q2 2014 | 8/6/2014 | 223 |
| 3228 | Naya Management LLP | $907M | Q1 2014 | 5/15/2014 | 14 |
| 3229 | Tennessee Valley Asset Management Partners | $907M | Q2 2026 | 8/10/2026 | 207 |
| 3230 | GREATMARK INVESTMENT PARTNERS, INC. | $906M | Q2 2026 | 7/24/2026 | 153 |
| 3231 | Oak Root LLC | $906M | Q2 2026 | 7/13/2026 | 10 |
| 3232 | Manchester Global Management (UK) Ltd | $906M | Q2 2026 | 8/14/2026 | 23 |
| 3233 | One Wealth Advisors, LLC | $906M | Q2 2026 | 8/6/2026 | 326 |
| 3234 | SeaCrest Wealth Management, LLC | $903M | Q2 2026 | 7/9/2026 | 550 |
| 3235 | Ranmore Fund Management Ltd | $903M | Q2 2026 | 7/31/2026 | 23 |
| 3236 | PITCAIRN CO | $903M | Q2 2014 | 7/29/2014 | 447 |
| 3237 | LIGHT STREET CAPITAL MANAGEMENT, LLC | $903M | Q2 2026 | 8/14/2026 | 28 |
| 3238 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $903M | Q2 2026 | 7/9/2026 | 493 |
| 3239 | TFC Financial Management, Inc. | $902M | Q2 2026 | 7/23/2026 | 1,034 |
| 3240 | Parkside Investments, LLC | $902M | Q2 2026 | 7/13/2026 | 91 |
| 3241 | Soundwatch Capital LLC | $901M | Q2 2026 | 8/13/2026 | 53 |
| 3242 | Strid Group, LLC | $901M | Q2 2026 | 7/23/2026 | 93 |
| 3243 | Nellore Capital Management LLC | $901M | Q2 2026 | 8/14/2026 | 10 |
| 3244 | MidWestOne Financial Group, Inc. | $900M | Q4 2025 | 2/12/2026 | 305 |
| 3245 | MayTech Global Investments, LLC | $900M | Q2 2026 | 7/29/2026 | 22 |
| 3246 | Wealth Enhancement Trust Services, Inc. | $900M | Q2 2026 | 7/22/2026 | 1,529 |
| 3247 | Blueprint Financial Advisors LLC | $900M | Q2 2026 | 8/14/2026 | 131 |
| 3248 | North Peak Capital Management, LLC | $900M | Q2 2026 | 8/14/2026 | 8 |
| 3249 | VALLEY NATIONAL ADVISERS INC | $900M | Q2 2026 | 7/29/2026 | 1,056 |
| 3250 | BSW Wealth Partners | $899M | Q2 2026 | 7/15/2026 | 331 |
| 3251 | FINANCIAL CONSULATE, INC | $899M | Q2 2026 | 7/23/2026 | 1,449 |
| 3252 | SPX Gestao de Recursos Ltda | $898M | Q2 2026 | 8/19/2026 | 88 |
| 3253 | Johnson Bixby & Associates, LLC | $896M | Q2 2026 | 7/16/2026 | 131 |
| 3254 | SIERRA SUMMIT ADVISORS LLC | $895M | Q2 2026 | 7/20/2026 | 185 |
| 3255 | GAMBLE JONES INVESTMENT COUNSEL | $895M | Q2 2014 | 8/7/2014 | 232 |
| 3256 | Clayton, Dubilier & Rice, LLC | $895M | Q2 2026 | 7/29/2026 | 2 |
| 3257 | Fortis Capital Management LLC | $894M | Q2 2026 | 8/12/2026 | 242 |
| 3258 | Titan Investment Solutions Ltd | $894M | Q2 2026 | 8/13/2026 | 60 |
| 3259 | SIGNET FINANCIAL MANAGEMENT, LLC | $892M | Q1 2026 | 5/5/2026 | 299 |
| 3260 | Constellation Wealth Advisors, LLC | $891M | Q2 2014 | 7/9/2014 | 196 |
| 3261 | Warwick Investment Management, Inc. | $891M | Q2 2026 | 7/31/2026 | 149 |
| 3262 | Fortis Capital Advisors, LLC | $889M | Q2 2026 | 7/31/2026 | 408 |
| 3263 | Discerene Group LP | $889M | Q2 2026 | 8/13/2026 | 12 |
| 3264 | Philip James Wealth Mangement, LLC | $888M | Q2 2026 | 7/27/2026 | 151 |
| 3265 | Legacy Financial Group LLC | $888M | Q2 2026 | 8/5/2026 | 133 |
| 3266 | Brookwood Investment Group LLC | $888M | Q2 2026 | 7/23/2026 | 538 |
| 3267 | Independence Bank of Kentucky | $888M | Q2 2026 | 7/13/2026 | 589 |
| 3268 | KFG WEALTH MANAGEMENT, LLC | $886M | Q2 2026 | 7/22/2026 | 225 |
| 3269 | Camrose Capital Investment Partners LLP | $885M | Q2 2026 | 8/14/2026 | 10 |
| 3270 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $885M | Q2 2026 | 8/14/2026 | 50 |
| 3271 | CITY HOLDING CO | $884M | Q2 2026 | 7/10/2026 | 587 |
| 3272 | Arbor Investment Advisors, LLC | $883M | Q2 2026 | 7/24/2026 | 145 |
| 3273 | CALEDONIA INVESTMENTS PLC | $883M | Q2 2026 | 7/17/2026 | 15 |
| 3274 | 1834 INVESTMENT ADVISORS CO | $883M | Q2 2026 | 7/30/2026 | 211 |
| 3275 | FIDUCIARY FINANCIAL GROUP, LLC | $882M | Q2 2026 | 7/10/2026 | 373 |
| 3276 | Homrich & Berg | $882M | Q2 2014 | 8/11/2014 | 201 |
| 3277 | TCP Asset Management, LLC | $882M | Q2 2026 | 7/15/2026 | 141 |
| 3278 | CANYON CAPITAL ADVISORS LLC | $882M | Q2 2026 | 8/14/2026 | 22 |
| 3279 | Adams Asset Advisors, LLC | $882M | Q2 2026 | 7/13/2026 | 88 |
| 3280 | Atlas Venture Life Science Advisors, LLC | $881M | Q2 2026 | 8/13/2026 | 7 |
| 3281 | Front Street Capital Management, Inc. | $881M | Q2 2026 | 8/13/2026 | 70 |
| 3282 | Meridian Wealth Advisors, LLC | $880M | Q2 2026 | 8/14/2026 | 211 |
| 3283 | Euro Pacific Asset Management, LLC | $880M | Q2 2026 | 8/6/2026 | 96 |
| 3284 | Foguth Wealth Management, LLC. | $879M | Q2 2026 | 7/21/2026 | 213 |
| 3285 | Cannon Financial Strategists, Inc. | $879M | Q2 2026 | 8/7/2026 | 133 |
| 3286 | ABSHER WEALTH MANAGEMENT, LLC | $878M | Q2 2026 | 8/10/2026 | 73 |
| 3287 | ECLECTIC ASSOCIATES INC /ADV | $878M | Q2 2026 | 7/7/2026 | 162 |
| 3288 | TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $878M | Q1 2014 | 5/14/2014 | 13 |
| 3289 | LionEye Capital Management LLC | $878M | Q1 2014 | 5/15/2014 | 60 |
| 3290 | Zenit Asset Management AB | $877M | Q2 2014 | 8/6/2014 | 38 |
| 3291 | Vision Capital Management, Inc. | $876M | Q2 2026 | 8/10/2026 | 156 |
| 3292 | St. Louis Trust Co | $875M | Q2 2026 | 7/30/2026 | 125 |
| 3293 | MANAGED ASSET PORTFOLIOS, LLC | $875M | Q2 2026 | 8/6/2026 | 51 |
| 3294 | Iron Triangle Partners LP | $875M | Q4 2025 | 2/17/2026 | 27 |
| 3295 | LAKE STREET PRIVATE WEALTH, LLC | $874M | Q2 2026 | 8/10/2026 | 275 |
| 3296 | INSPIRION WEALTH ADVISORS, LLC | $874M | Q2 2026 | 7/7/2026 | 189 |
| 3297 | Concord Wealth Partners | $873M | Q2 2026 | 7/27/2026 | 885 |
| 3298 | RAYMOND JAMES TRUST N.A. | $873M | Q2 2014 | 8/4/2014 | 615 |
| 3299 | THOMPSON INVESTMENT MANAGEMENT, INC. | $872M | Q2 2026 | 7/13/2026 | 504 |
| 3300 | BALASA DINVERNO & FOLTZ LLC | $872M | Q2 2014 | 7/29/2014 | 179 |
| 3301 | Compass Financial Group, INC/SD | $872M | Q2 2026 | 8/4/2026 | 119 |
| 3302 | Walkner Condon Financial Advisors LLC | $871M | Q2 2026 | 7/27/2026 | 344 |
| 3303 | Mint Tower Capital Management B.V. | $871M | Q2 2026 | 8/18/2026 | 346 |
| 3304 | J.P. Marvel Investment Advisors, LLC | $871M | Q2 2026 | 7/31/2026 | 64 |
| 3305 | Scarborough Advisors, LLC | $871M | Q2 2026 | 7/21/2026 | 147 |
| 3306 | McMillan Office, Inc. | $871M | Q2 2026 | 8/13/2026 | 507 |
| 3307 | SIR Capital Management, L.P. | $870M | Q2 2026 | 8/14/2026 | 79 |
| 3308 | Premier Path Wealth Partners, LLC | $870M | Q2 2026 | 7/21/2026 | 400 |
| 3309 | OSLO PENSJONSFORSIKRING AS | $869M | Q2 2026 | 7/31/2026 | 462 |
| 3310 | Gilbert & Cook, Inc. | $869M | Q2 2026 | 7/28/2026 | 229 |
| 3311 | TRAN CAPITAL MANAGEMENT, L.P. | $869M | Q2 2026 | 7/15/2026 | 66 |
| 3312 | NICOLA WEALTH MANAGEMENT LTD. | $868M | Q2 2026 | 8/6/2026 | 61 |
| 3313 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $868M | Q2 2026 | 7/23/2026 | 294 |
| 3314 | 8 KNOTS MANAGEMENT, LLC | $868M | Q4 2025 | 2/13/2026 | 12 |
| 3315 | CRA Financial Services, LLC | $868M | Q2 2026 | 7/24/2026 | 321 |
| 3316 | Fractal Investments LLC | $867M | Q2 2026 | 7/23/2026 | 80 |
| 3317 | Freedom Together Foundation | $867M | Q2 2026 | 8/3/2026 | 2 |
| 3318 | LM Advisors LLC | $866M | Q2 2026 | 8/12/2026 | 224 |
| 3319 | Parkway Wealth Management Group, LLC | $866M | Q2 2026 | 7/27/2026 | 147 |
| 3320 | LexAurum Advisors, LLC | $866M | Q2 2026 | 7/15/2026 | 423 |
| 3321 | Lynx1 Capital Management LP | $866M | Q2 2026 | 8/13/2026 | 27 |
| 3322 | Valliance Asset Management Ltd | $864M | Q2 2026 | 8/3/2026 | 7 |
| 3323 | BAXTER BROS INC | $864M | Q2 2026 | 8/6/2026 | 172 |
| 3324 | D'Orazio & Associates, Inc. | $864M | Q2 2026 | 7/28/2026 | 322 |
| 3325 | Berman McAleer LLC | $864M | Q2 2026 | 7/16/2026 | 175 |
| 3326 | NEW ENGLAND ASSET MANAGEMENT INC | $863M | Q2 2026 | 8/14/2026 | 131 |
| 3327 | BlueSky Wealth Advisors, LLC | $863M | Q2 2026 | 7/28/2026 | 111 |
| 3328 | Curated Wealth Partners LLC | $863M | Q2 2026 | 8/14/2026 | 241 |
| 3329 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $863M | Q2 2026 | 8/3/2026 | 423 |
| 3330 | Hound Partners, LLC | $863M | Q2 2026 | 8/14/2026 | 32 |
| 3331 | EQT Fund Management S.a r.l. | $863M | Q2 2026 | 8/13/2026 | 5 |
| 3332 | Pinnacle Summer Investments, Inc. | $862M | Q2 2014 | 8/8/2014 | 1,030 |
| 3333 | Bernicke Wealth Management, Ltd. | $861M | Q2 2026 | 8/11/2026 | 111 |
| 3334 | Ellenbecker Investment Group | $860M | Q2 2026 | 7/27/2026 | 149 |
| 3335 | PSG Equity L.L.C. | $860M | Q2 2026 | 7/30/2026 | 1 |
| 3336 | FOUNDATION RESOURCE MANAGEMENT INC | $860M | Q2 2026 | 7/21/2026 | 56 |
| 3337 | CULBERTSON A N & CO INC | $859M | Q2 2026 | 7/29/2026 | 140 |
| 3338 | Portside Wealth Group, LLC | $858M | Q2 2026 | 7/14/2026 | 515 |
| 3339 | UNIQUE WEALTH, LLC | $858M | Q2 2026 | 7/21/2026 | 201 |
| 3340 | Stokes Family Office, LLC | $858M | Q2 2026 | 8/11/2026 | 272 |
| 3341 | Pathway Financial Advisors LLC | $857M | Q2 2026 | 7/6/2026 | 130 |
| 3342 | Lumina Fund Management LLC | $857M | Q1 2014 | 5/13/2014 | 48 |
| 3343 | MATTERN CAPITAL MANAGEMENT, LLC | $857M | Q2 2026 | 7/24/2026 | 166 |
| 3344 | Slow Capital, Inc. | $857M | Q2 2026 | 7/22/2026 | 111 |
| 3345 | ACK Asset Management LLC | $856M | Q2 2026 | 8/13/2026 | 21 |
| 3346 | Alley Investment Management Company, LLC | $856M | Q2 2026 | 7/23/2026 | 89 |
| 3347 | QUEST INVESTMENT MANAGEMENT LLC | $856M | Q2 2026 | 8/13/2026 | 115 |
| 3348 | Wintergreen Advisers, LLC | $855M | Q1 2014 | 5/15/2014 | 11 |
| 3349 | Evolution Wealth Advisors, LLC | $855M | Q2 2026 | 7/29/2026 | 181 |
| 3350 | Talon Private Wealth, LLC | $855M | Q2 2026 | 9/11/2026 | 244 |
| 3351 | Hikari Power Ltd | $855M | Q2 2026 | 8/6/2026 | 43 |
| 3352 | DIMENSION CAPITAL MANAGEMENT LLC | $854M | Q2 2026 | 8/14/2026 | 141 |
| 3353 | Brio Consultants, LLC | $853M | Q2 2026 | 8/12/2026 | 164 |
| 3354 | FIFTHDELTA Ltd | $853M | Q2 2026 | 8/13/2026 | 11 |
| 3355 | UNITED BANK | $853M | Q2 2026 | 7/30/2026 | 130 |
| 3356 | Conversant Capital LLC | $852M | Q2 2026 | 8/14/2026 | 17 |
| 3357 | McGlone Suttner Wealth Management, Inc. | $852M | Q2 2026 | 7/21/2026 | 196 |
| 3358 | Kylin Management LLC | $852M | Q1 2014 | 5/14/2014 | 9 |
| 3359 | Pinnacle Advisory Group, Inc. | $852M | Q2 2014 | 7/23/2014 | 121 |
| 3360 | Burton Enright Welch | $852M | Q2 2026 | 7/17/2026 | 136 |
| 3361 | Capital Advisors Wealth Management, LLC | $851M | Q2 2026 | 7/23/2026 | 231 |
| 3362 | Harbor Group, Inc. | $851M | Q2 2026 | 7/22/2026 | 115 |
| 3363 | NATIONAL PENN INVESTORS TRUST CO /PA | $851M | Q2 2014 | 8/11/2014 | 184 |
| 3364 | Evelyn Partners Investment Management Services Ltd | $850M | Q1 2026 | 5/15/2026 | 281 |
| 3365 | Anchor Bolt Capital, LP | $850M | Q1 2014 | 5/15/2014 | 82 |
| 3366 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $849M | Q2 2026 | 8/14/2026 | 165 |
| 3367 | Kimmeridge Energy Management Company, LLC | $849M | Q2 2026 | 8/14/2026 | 3 |
| 3368 | Ellevest, Inc. | $848M | Q2 2026 | 8/10/2026 | 469 |
| 3369 | Nine Chapters Capital Management LLC | $848M | Q1 2014 | 5/15/2014 | 787 |
| 3370 | Apollon Financial, LLC | $848M | Q2 2026 | 7/22/2026 | 294 |
| 3371 | Think Investments LP | $847M | Q2 2026 | 8/14/2026 | 22 |
| 3372 | Peterson Wealth Advisors, LLC | $846M | Q2 2026 | 8/10/2026 | 120 |
| 3373 | Sheffield Asset Management, L.L.C. | $846M | Q1 2014 | 5/15/2014 | 23 |
| 3374 | Lineweaver Wealth Advisors, LLC | $845M | Q2 2026 | 7/9/2026 | 182 |
| 3375 | Arkos Global Advisors | $844M | Q2 2026 | 8/14/2026 | 124 |
| 3376 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $844M | Q2 2026 | 8/5/2026 | 219 |
| 3377 | Power Corp of Canada | $843M | Q2 2026 | 8/13/2026 | 1 |
| 3378 | Galaxy Group Investments LLC | $843M | Q4 2025 | 3/23/2026 | 49 |
| 3379 | Kora Management LP | $843M | Q2 2026 | 8/14/2026 | 10 |
| 3380 | LaFleur & Godfrey LLC | $842M | Q2 2026 | 7/15/2026 | 149 |
| 3381 | WoodTrust Financial Corp | $842M | Q2 2026 | 7/27/2026 | 179 |
| 3382 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $842M | Q2 2026 | 8/12/2026 | 118 |
| 3383 | Range Advisory, LLC | $840M | Q2 2026 | 9/2/2026 | 342 |
| 3384 | First Pacific Financial | $839M | Q2 2026 | 7/20/2026 | 510 |
| 3385 | VERTEX ONE ASSET MANAGEMENT INC. | $839M | Q1 2014 | 5/15/2014 | 104 |
| 3386 | Financial Enhancement Group LLC | $839M | Q2 2026 | 7/7/2026 | 137 |
| 3387 | Empire Capital Management, L.L.C. | $839M | Q1 2014 | 5/15/2014 | 55 |
| 3388 | Security National Bank | $838M | Q2 2026 | 7/15/2026 | 392 |
| 3389 | VILLERE ST DENIS J & CO LLC | $838M | Q2 2026 | 8/7/2026 | 85 |
| 3390 | NOTTINGHAM ADVISORS, INC. | $838M | Q2 2026 | 7/27/2026 | 131 |
| 3391 | Physician Wealth Advisors, Inc. | $837M | Q2 2026 | 7/20/2026 | 2,334 |
| 3392 | PROFESSIONAL ADVISORY SERVICES INC | $836M | Q2 2026 | 7/8/2026 | 93 |
| 3393 | Glassman Wealth Services | $835M | Q2 2026 | 8/5/2026 | 236 |
| 3394 | Artemis Wealth Advisors, LLC | $835M | Q2 2026 | 8/14/2026 | 55 |
| 3395 | Breakwater Capital Group | $833M | Q2 2026 | 7/8/2026 | 377 |
| 3396 | Archer Capital Management, L.P. | $833M | Q1 2014 | 5/15/2014 | 39 |
| 3397 | Blue Edge Capital, LLC | $833M | Q2 2026 | 8/14/2026 | 137 |
| 3398 | HHLR ADVISORS, LTD. | $832M | Q2 2026 | 8/14/2026 | 35 |
| 3399 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $832M | Q2 2026 | 8/14/2026 | 17 |
| 3400 | NOESIS CAPITAL MANGEMENT CORP | $832M | Q2 2026 | 8/4/2026 | 124 |