Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3401 | Allegheny Financial Group | $742M | Q1 2026 | 4/16/2026 | 290 |
| 3402 | Lineweaver Wealth Advisors, LLC | $742M | Q1 2026 | 4/8/2026 | 168 |
| 3403 | COLONY GROUP LLC | $742M | Q1 2014 | 5/16/2014 | 864 |
| 3404 | Running Oak Capital LLC | $741M | Q1 2026 | 5/11/2026 | 55 |
| 3405 | CAMDEN NATIONAL BANK | $739M | Q1 2026 | 5/4/2026 | 164 |
| 3406 | Lapides Asset Management, LLC | $739M | Q2 2014 | 8/8/2014 | 73 |
| 3407 | Canal Capital Management, LLC | $739M | Q1 2026 | 4/27/2026 | 207 |
| 3408 | Portside Wealth Group, LLC | $738M | Q1 2026 | 5/12/2026 | 464 |
| 3409 | Qtron Investments LLC | $738M | Q1 2026 | 5/15/2026 | 421 |
| 3410 | James J. Burns & Company, LLC | $737M | Q1 2026 | 4/17/2026 | 155 |
| 3411 | Burton Enright Welch | $736M | Q1 2026 | 5/1/2026 | 134 |
| 3412 | Glassman Wealth Services | $736M | Q1 2026 | 5/4/2026 | 187 |
| 3413 | TFO Wealth Partners, LLC | $735M | Q1 2026 | 5/8/2026 | 72 |
| 3414 | Colonial Trust Co / SC | $735M | Q1 2026 | 5/12/2026 | 1,135 |
| 3415 | SEEDS INVESTOR LLC | $735M | Q1 2026 | 5/11/2026 | 350 |
| 3416 | ARVEST INVESTMENTS, INC. | $733M | Q1 2026 | 4/14/2026 | 199 |
| 3417 | AIGH Capital Management LLC | $733M | Q1 2026 | 4/30/2026 | 43 |
| 3418 | Berman McAleer LLC | $733M | Q1 2026 | 4/17/2026 | 162 |
| 3419 | RELIANCE TRUST CO OF DELAWARE | $733M | Q2 2014 | 7/11/2014 | 320 |
| 3420 | Global Frontier Investments LLC | $732M | Q1 2026 | 5/15/2026 | 30 |
| 3421 | Rice Partnership, LLC | $732M | Q1 2026 | 5/7/2026 | 178 |
| 3422 | Intellus Advisors LLC | $732M | Q1 2026 | 5/7/2026 | 125 |
| 3423 | GFI Investment Counsel Ltd. | $731M | Q1 2026 | 5/14/2026 | 24 |
| 3424 | Third View Private Wealth, LLC | $730M | Q1 2026 | 4/15/2026 | 267 |
| 3425 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $730M | Q1 2026 | 4/24/2026 | 215 |
| 3426 | Capital Investment Counsel, LLC | $730M | Q1 2026 | 4/23/2026 | 147 |
| 3427 | FARR MILLER & WASHINGTON LLC/DC | $730M | Q1 2014 | 5/16/2014 | 131 |
| 3428 | Enclave Advisors LLC | $729M | Q1 2026 | 4/13/2026 | 132 |
| 3429 | Horst & Graben Wealth Management LLC | $729M | Q1 2026 | 4/28/2026 | 195 |
| 3430 | Hawkins Capital L.P. | $729M | Q1 2014 | 5/12/2014 | 18 |
| 3431 | Meridian Wealth Partners, LLC | $729M | Q1 2026 | 5/14/2026 | 118 |
| 3432 | SKBA CAPITAL MANAGEMENT LLC | $728M | Q1 2026 | 5/13/2026 | 79 |
| 3433 | Sloy Dahl & Holst, LLC | $728M | Q1 2026 | 5/13/2026 | 112 |
| 3434 | TRAN CAPITAL MANAGEMENT, L.P. | $728M | Q1 2026 | 4/14/2026 | 71 |
| 3435 | DILLON & ASSOCIATES INC | $726M | Q1 2026 | 5/7/2026 | 75 |
| 3436 | Castellan Group | $726M | Q1 2026 | 4/23/2026 | 37 |
| 3437 | TORNO CAPITAL, LLC | $725M | Q1 2026 | 5/15/2026 | 45 |
| 3438 | FIFTHDELTA Ltd | $725M | Q1 2026 | 5/15/2026 | 11 |
| 3439 | PROFESSIONAL ADVISORY SERVICES INC | $724M | Q1 2026 | 4/15/2026 | 80 |
| 3440 | Financial Advisors Network, Inc. | $724M | Q1 2026 | 5/14/2026 | 204 |
| 3441 | Klaas Financial Asset Advisors, LLC | $724M | Q1 2026 | 4/16/2026 | 59 |
| 3442 | TLT Family Holdco ULC | $724M | Q1 2026 | 5/14/2026 | 8 |
| 3443 | Avalon Global Asset Management LLC | $724M | Q1 2026 | 5/14/2026 | 41 |
| 3444 | FengHe Fund Management Pte. Ltd. | $724M | Q1 2026 | 5/15/2026 | 31 |
| 3445 | Vivaldi Capital Management LP | $723M | Q1 2026 | 5/14/2026 | 290 |
| 3446 | Pasadena Private Wealth, LLC | $723M | Q1 2026 | 4/22/2026 | 277 |
| 3447 | UNIQUE WEALTH, LLC | $723M | Q1 2026 | 4/21/2026 | 182 |
| 3448 | Apollon Financial, LLC | $723M | Q1 2026 | 4/22/2026 | 260 |
| 3449 | ZEVIN ASSET MANAGEMENT LLC | $723M | Q1 2026 | 5/7/2026 | 93 |
| 3450 | Zweig-DiMenna Associates LLC | $722M | Q1 2026 | 5/5/2026 | 61 |
| 3451 | Mechanics Bank Trust Department | $722M | Q1 2026 | 4/9/2026 | 199 |
| 3452 | FCPM III SERVICES B.V. | $722M | Q1 2026 | 5/15/2026 | 10 |
| 3453 | White Lighthouse Investment Management Inc. | $721M | Q1 2026 | 5/14/2026 | 145 |
| 3454 | Smith, Graham & Co., Investment Advisors, LP | $720M | Q2 2014 | 7/23/2014 | 136 |
| 3455 | Financial Advisory Corp | $720M | Q1 2026 | 4/10/2026 | 51 |
| 3456 | HighTower Trust Company, N.A. | $719M | Q1 2014 | 5/13/2014 | 140 |
| 3457 | FAGAN ASSOCIATES, INC. | $719M | Q1 2026 | 5/4/2026 | 135 |
| 3458 | Ellevest, Inc. | $719M | Q1 2026 | 5/11/2026 | 431 |
| 3459 | Summit Asset Management, LLC | $719M | Q1 2026 | 5/8/2026 | 172 |
| 3460 | Physician Wealth Advisors, Inc. | $719M | Q1 2026 | 4/24/2026 | 2,057 |
| 3461 | KADENSA CAPITAL Ltd | $718M | Q1 2026 | 5/15/2026 | 39 |
| 3462 | TOBIAS FINANCIAL ADVISORS, INC. | $718M | Q1 2026 | 5/13/2026 | 143 |
| 3463 | Werba Rubin Papier Wealth Management | $718M | Q1 2026 | 5/12/2026 | 278 |
| 3464 | SYCOMORE ASSET MANAGEMENT | $718M | Q1 2026 | 5/11/2026 | 74 |
| 3465 | HERALD INVESTMENT MANAGEMENT Ltd | $718M | Q1 2026 | 5/13/2026 | 97 |
| 3466 | Live Oak Private Wealth LLC | $717M | Q1 2026 | 4/20/2026 | 207 |
| 3467 | NUANCE INVESTMENTS, LLC | $717M | Q1 2026 | 5/8/2026 | 43 |
| 3468 | ARKANSAS FINANCIAL GROUP, INC. | $717M | Q1 2026 | 4/13/2026 | 94 |
| 3469 | CAMBIENT FAMILY OFFICE, LLC | $716M | Q1 2026 | 4/21/2026 | 261 |
| 3470 | Anatole Investment Management Ltd | $716M | Q1 2026 | 5/15/2026 | 15 |
| 3471 | ZWEIG ADVISERS LLC | $716M | Q2 2014 | 8/7/2014 | 71 |
| 3472 | Biltmore Family Office, LLC | $716M | Q1 2026 | 5/11/2026 | 325 |
| 3473 | Ovata Capital Management Ltd | $715M | Q1 2026 | 5/13/2026 | 38 |
| 3474 | STRATEGIC PLANNING GROUP, LLC | $715M | Q1 2026 | 4/22/2026 | 72 |
| 3475 | THOMAS WHITE INTERNATIONAL LTD | $715M | Q2 2014 | 8/11/2014 | 355 |
| 3476 | Legacy Financial Advisors, Inc. | $715M | Q1 2026 | 4/30/2026 | 404 |
| 3477 | Nexus Investment Management ULC | $715M | Q1 2026 | 4/20/2026 | 70 |
| 3478 | FIRST HAWAIIAN BANK | $715M | Q1 2026 | 4/13/2026 | 85 |
| 3479 | Compass Financial Group, INC/SD | $715M | Q1 2026 | 4/29/2026 | 105 |
| 3480 | BTG Pactual Global Asset Management Ltd | $714M | Q2 2014 | 8/11/2014 | 220 |
| 3481 | EagleClaw Capital Managment, LLC | $714M | Q1 2026 | 5/8/2026 | 145 |
| 3482 | Glen Eagle Advisors, LLC | $714M | Q1 2026 | 5/15/2026 | 1,021 |
| 3483 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $714M | Q1 2026 | 5/15/2026 | 16 |
| 3484 | Affinity Capital Advisors, LLC | $713M | Q1 2026 | 4/13/2026 | 181 |
| 3485 | Leelyn Smith, LLC | $713M | Q1 2026 | 4/27/2026 | 154 |
| 3486 | Insight Wealth Partners, LLC | $713M | Q1 2026 | 5/13/2026 | 120 |
| 3487 | DIMENSION CAPITAL MANAGEMENT LLC | $713M | Q1 2026 | 5/15/2026 | 123 |
| 3488 | Tri Locum Partners LP | $713M | Q1 2026 | 5/18/2026 | 17 |
| 3489 | Defilade Capital Management, L.P. | $712M | Q1 2026 | 5/14/2026 | 31 |
| 3490 | Alvarez & Marsal Private Wealth Partners, LLC | $712M | Q1 2026 | 5/14/2026 | 177 |
| 3491 | Asio Capital, LLC | $712M | Q1 2026 | 4/15/2026 | 110 |
| 3492 | PERSONAL CFO SOLUTIONS, LLC | $712M | Q1 2026 | 4/30/2026 | 520 |
| 3493 | Sixth Street Partners Management Company, L.P. | $711M | Q1 2026 | 5/15/2026 | 7 |
| 3494 | DEAN INVESTMENT ASSOCIATES, LLC | $710M | Q1 2026 | 5/15/2026 | 190 |
| 3495 | GREENUP STREET WEALTH MANAGEMENT LLC | $710M | Q1 2026 | 4/20/2026 | 127 |
| 3496 | Natixis Investment Managers International | $710M | Q1 2014 | 8/6/2014 | 169 |
| 3497 | LaSalle St. Investment Advisors, LLC | $710M | Q1 2026 | 5/8/2026 | 411 |
| 3498 | AA Financial Advisors, LLC | $710M | Q1 2026 | 4/20/2026 | 221 |
| 3499 | Annandale Capital, LLC | $709M | Q1 2026 | 5/15/2026 | 121 |
| 3500 | Lee Financial Co | $709M | Q1 2026 | 4/13/2026 | 145 |
| 3501 | Cypress Wealth Services, LLC | $708M | Q1 2026 | 4/15/2026 | 397 |
| 3502 | Northstar Group, Inc. | $707M | Q1 2026 | 4/28/2026 | 166 |
| 3503 | Summit Street Capital Management, LLC | $707M | Q1 2026 | 5/15/2026 | 31 |
| 3504 | ION Fund Management Ltd | $707M | Q1 2026 | 5/15/2026 | 62 |
| 3505 | Mirador Capital Partners LP | $706M | Q1 2026 | 4/8/2026 | 205 |
| 3506 | Graham Holdings Co Master Retirement Trust | $706M | Q1 2026 | 5/15/2026 | 2 |
| 3507 | J.P. Marvel Investment Advisors, LLC | $705M | Q1 2026 | 5/6/2026 | 60 |
| 3508 | Santa Fe Partners LLC | $705M | Q1 2014 | 5/14/2014 | 451 |
| 3509 | Sava Infond d.o.o. | $705M | Q1 2026 | 5/11/2026 | 230 |
| 3510 | BROWN CAPITAL MANAGEMENT LLC | $704M | Q1 2026 | 5/14/2026 | 56 |
| 3511 | TRB Wealth Management, LLC | $704M | Q1 2026 | 5/14/2026 | 285 |
| 3512 | Shellback Capital, LP | $703M | Q1 2026 | 5/15/2026 | 79 |
| 3513 | G.F.W. Energy VIII, L.P. | $702M | Q1 2014 | 5/15/2014 | 2 |
| 3514 | Arlington Financial Advisors, LLC | $702M | Q1 2026 | 4/15/2026 | 95 |
| 3515 | Sabal Trust CO | $702M | Q2 2014 | 7/25/2014 | 103 |
| 3516 | Kora Management LP | $702M | Q1 2026 | 5/15/2026 | 9 |
| 3517 | Faithward Advisors, LLC | $701M | Q1 2026 | 4/17/2026 | 261 |
| 3518 | ACADEMY CAPITAL MANAGEMENT | $699M | Q1 2026 | 5/14/2026 | 37 |
| 3519 | IFC Advisors LLC | $699M | Q1 2026 | 5/4/2026 | 158 |
| 3520 | SILVERBACK ASSET MANAGEMENT LLC | $699M | Q1 2026 | 5/21/2026 | 59 |
| 3521 | Summit Financial Wealth Advisors, LLC | $699M | Q4 2025 | 1/27/2026 | 195 |
| 3522 | Tensile Capital Management LP | $698M | Q1 2026 | 5/15/2026 | 25 |
| 3523 | WILKINS INVESTMENT COUNSEL INC | $698M | Q1 2026 | 5/7/2026 | 119 |
| 3524 | Kelman-Lazarov, Inc. | $698M | Q1 2026 | 4/27/2026 | 140 |
| 3525 | SII INVESTMENTS INC/WI | $697M | Q2 2014 | 7/28/2014 | 480 |
| 3526 | Allied Investment Advisors, LLC | $697M | Q1 2026 | 4/27/2026 | 100 |
| 3527 | Sio Capital Management, LLC | $697M | Q1 2026 | 5/14/2026 | 76 |
| 3528 | Convergent Wealth Advisors | $697M | Q2 2014 | 8/8/2014 | 31 |
| 3529 | Abundance Wealth Counselors | $697M | Q1 2026 | 4/22/2026 | 246 |
| 3530 | Golden Unicorn (BVI) Ltd | $697M | Q1 2026 | 5/15/2026 | 4 |
| 3531 | FOURPATH CAPITAL MANAGEMENT, LLC | $697M | Q1 2026 | 5/1/2026 | 218 |
| 3532 | CORTLAND ASSOCIATES INC/MO | $697M | Q1 2026 | 4/30/2026 | 62 |
| 3533 | STANDARD PACIFIC CAPITAL LLC/CA | $697M | Q1 2014 | 5/7/2014 | 41 |
| 3534 | JLB & ASSOCIATES INC | $696M | Q1 2026 | 5/4/2026 | 70 |
| 3535 | AUXIER ASSET MANAGEMENT LLC | $696M | Q1 2026 | 5/14/2026 | 176 |
| 3536 | CALTON & ASSOCIATES, INC. | $696M | Q1 2026 | 5/13/2026 | 438 |
| 3537 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $696M | Q1 2026 | 5/11/2026 | 724 |
| 3538 | G.F.W. Energy X, L.P. | $696M | Q1 2014 | 5/15/2014 | 2 |
| 3539 | Allen Mooney & Barnes Investment Advisors LLC | $695M | Q1 2026 | 4/13/2026 | 159 |
| 3540 | BRC Investment Management LLC | $695M | Q2 2014 | 7/16/2014 | 137 |
| 3541 | Manchester Capital Management LLC | $694M | Q1 2026 | 5/11/2026 | 1,306 |
| 3542 | Ironwood Investment Counsel, LLC | $694M | Q1 2026 | 5/7/2026 | 264 |
| 3543 | CONTINENTAL GENERAL INSURANCE CO | $693M | Q1 2026 | 5/14/2026 | 11 |
| 3544 | HOEY INVESTMENTS, INC | $693M | Q1 2026 | 4/28/2026 | 420 |
| 3545 | Tolleson Wealth Management, Inc. | $693M | Q4 2025 | 2/17/2026 | 92 |
| 3546 | NINE MASTS CAPITAL Ltd | $693M | Q1 2026 | 5/12/2026 | 249 |
| 3547 | Harbor Group, Inc. | $692M | Q1 2026 | 4/10/2026 | 116 |
| 3548 | Harbor Advisors LLC | $692M | Q1 2026 | 5/7/2026 | 197 |
| 3549 | MATAURO, LLC | $692M | Q1 2026 | 4/22/2026 | 145 |
| 3550 | CIM, LLC | $692M | Q1 2026 | 5/18/2026 | 168 |
| 3551 | Capital Planning Advisors, LLC | $692M | Q1 2026 | 5/14/2026 | 146 |
| 3552 | Pembroke Management, LTD | $691M | Q1 2026 | 5/13/2026 | 97 |
| 3553 | First Horizon Advisors, Inc. | $691M | Q2 2014 | 8/7/2014 | 1,909 |
| 3554 | Gratus Wealth Advisors, LLC | $691M | Q1 2026 | 5/4/2026 | 138 |
| 3555 | South Street Advisors LLC | $690M | Q1 2026 | 5/13/2026 | 83 |
| 3556 | WEXFORD CAPITAL LP | $690M | Q1 2026 | 5/15/2026 | 164 |
| 3557 | SEVEN LOCKS CAPITAL MANAGEMENT LP | $690M | Q1 2014 | 5/14/2014 | 32 |
| 3558 | Warwick Investment Management, Inc. | $690M | Q1 2026 | 5/11/2026 | 137 |
| 3559 | LARCH CAPITAL PARTNERS LLC | $690M | Q1 2026 | 5/15/2026 | 53 |
| 3560 | SOUTHERNSUN ASSET MANAGEMENT, LLC | $690M | Q1 2026 | 5/13/2026 | 31 |
| 3561 | B & T Capital Management DBA Alpha Capital Management | $690M | Q1 2026 | 5/13/2026 | 115 |
| 3562 | Crews Bank & Trust | $690M | Q1 2026 | 5/13/2026 | 673 |
| 3563 | CHATHAM CAPITAL GROUP, INC. | $689M | Q1 2026 | 4/20/2026 | 198 |
| 3564 | PLATINUM PARAMOUNT INVESTMENT LTD. | $689M | Q1 2026 | 5/14/2026 | 2 |
| 3565 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $689M | Q1 2026 | 5/13/2026 | 134 |
| 3566 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $689M | Q1 2026 | 4/17/2026 | 87 |
| 3567 | KPP Advisory Services LLC | $689M | Q1 2026 | 4/24/2026 | 349 |
| 3568 | First Allied Asset Management, Inc. | $689M | Q1 2014 | 5/14/2014 | 170 |
| 3569 | EAGLE ROCK INVESTMENT COMPANY, LLC | $688M | Q1 2026 | 4/8/2026 | 158 |
| 3570 | SIERRA SUMMIT ADVISORS LLC | $688M | Q1 2026 | 4/27/2026 | 180 |
| 3571 | Strategic Point Investment Advisors, LLC | $688M | Q1 2026 | 4/23/2026 | 35 |
| 3572 | Lebenthal Global Advisors, LLC | $688M | Q1 2026 | 5/14/2026 | 192 |
| 3573 | Alpine Bank Wealth Management | $688M | Q1 2026 | 4/21/2026 | 161 |
| 3574 | Maridea Wealth Management LLC | $688M | Q1 2026 | 4/21/2026 | 454 |
| 3575 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $687M | Q1 2026 | 5/7/2026 | 301 |
| 3576 | Security National Bank | $687M | Q1 2026 | 4/16/2026 | 411 |
| 3577 | Human Investing LLC | $687M | Q1 2026 | 5/7/2026 | 96 |
| 3578 | Estabrook Capital Management | $685M | Q1 2026 | 5/14/2026 | 380 |
| 3579 | HUDSON EDGE INVESTMENT PARTNERS INC. | $684M | Q1 2026 | 4/27/2026 | 101 |
| 3580 | First National Advisers, LLC | $683M | Q1 2026 | 5/8/2026 | 239 |
| 3581 | Hexagon Capital Partners LLC | $683M | Q1 2026 | 5/4/2026 | 252 |
| 3582 | Horizon Wealth Management, LLC | $682M | Q1 2026 | 4/24/2026 | 137 |
| 3583 | Drexel Morgan & Co. | $682M | Q1 2026 | 5/11/2026 | 60 |
| 3584 | TORRAY INVESTMENT PARTNERS LLC | $682M | Q1 2026 | 5/1/2026 | 88 |
| 3585 | Well Done, LLC | $681M | Q1 2026 | 4/14/2026 | 197 |
| 3586 | Night Squared LP | $681M | Q1 2026 | 5/15/2026 | 72 |
| 3587 | Covington Investment Advisors Inc. | $680M | Q1 2026 | 5/12/2026 | 74 |
| 3588 | CLEARLAKE CAPITAL GROUP, L.P. | $680M | Q1 2026 | 5/15/2026 | 6 |
| 3589 | Hudock, Inc. | $680M | Q1 2026 | 5/13/2026 | 200 |
| 3590 | Independent Solutions Wealth Management, LLC | $679M | Q1 2026 | 4/27/2026 | 185 |
| 3591 | Advisors Preferred, LLC | $679M | Q1 2026 | 5/5/2026 | 215 |
| 3592 | MAK CAPITAL ONE LLC | $679M | Q1 2026 | 5/15/2026 | 22 |
| 3593 | Ripple Effect Asset Management LP | $679M | Q1 2026 | 5/14/2026 | 24 |
| 3594 | Mraz, Amerine & Associates, Inc. | $678M | Q1 2026 | 5/5/2026 | 190 |
| 3595 | DAIDO LIFE INSURANCE CO | $678M | Q1 2026 | 5/7/2026 | 6 |
| 3596 | Topsail Wealth Management, LLC | $678M | Q1 2026 | 4/21/2026 | 294 |
| 3597 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $678M | Q1 2026 | 4/24/2026 | 283 |
| 3598 | LAFFER TENGLER INVESTMENTS, INC. | $677M | Q1 2026 | 5/13/2026 | 182 |
| 3599 | ARCH Venture Management, LLC | $677M | Q1 2026 | 5/15/2026 | 10 |
| 3600 | Noked Israel Ltd | $677M | Q1 2026 | 5/14/2026 | 13 |