Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3401 | Country Club Trust Company, n.a. | $763M | Q2 2014 | 7/15/2014 | 223 |
| 3402 | Skylands Capital, LLC | $763M | Q1 2026 | 4/22/2026 | 155 |
| 3403 | ADAMS NATURAL RESOURCES FUND, INC. | $763M | Q2 2026 | 7/22/2026 | 51 |
| 3404 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $763M | Q1 2026 | 5/4/2026 | 214 |
| 3405 | Think Investments LP | $762M | Q1 2026 | 5/15/2026 | 31 |
| 3406 | Freedom Together Foundation | $762M | Q1 2026 | 5/8/2026 | 2 |
| 3407 | Gibbs Wealth Management | $762M | Q1 2026 | 5/13/2026 | 433 |
| 3408 | Boxer Capital Management, LLC | $762M | Q1 2026 | 5/15/2026 | 54 |
| 3409 | Cannon Financial Strategists, Inc. | $761M | Q1 2026 | 5/12/2026 | 109 |
| 3410 | Horst & Graben Wealth Management LLC | $760M | Q2 2026 | 7/22/2026 | 205 |
| 3411 | FOURPATH CAPITAL MANAGEMENT, LLC | $760M | Q2 2026 | 7/22/2026 | 229 |
| 3412 | Opaleye Management Inc. | $759M | Q1 2026 | 5/15/2026 | 54 |
| 3413 | Sargent Investment Group, LLC | $759M | Q1 2026 | 5/11/2026 | 269 |
| 3414 | RIVERSEDGE ADVISORS, LLC | $759M | Q2 2026 | 7/16/2026 | 316 |
| 3415 | DOWLING & YAHNKE LLC | $759M | Q1 2014 | 5/6/2014 | 277 |
| 3416 | Perella Weinberg Partners Capital Management LP | $759M | Q1 2014 | 5/22/2014 | 91 |
| 3417 | Walkner Condon Financial Advisors LLC | $759M | Q1 2026 | 4/28/2026 | 322 |
| 3418 | NORTHWEST WEALTH MANAGEMENT, LLC | $758M | Q2 2026 | 7/13/2026 | 265 |
| 3419 | Integrity Advisory Solutions, LLC | $757M | Q1 2026 | 5/11/2026 | 293 |
| 3420 | Tennessee Valley Asset Management Partners | $757M | Q1 2026 | 4/27/2026 | 191 |
| 3421 | Ranmore Fund Management Ltd | $757M | Q1 2026 | 5/11/2026 | 20 |
| 3422 | MATAURO, LLC | $756M | Q2 2026 | 7/21/2026 | 158 |
| 3423 | Meridian Wealth Advisors, LLC | $756M | Q1 2026 | 5/11/2026 | 202 |
| 3424 | O'Brien Wealth Partners LLC | $756M | Q4 2025 | 1/22/2026 | 110 |
| 3425 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $756M | Q1 2026 | 4/27/2026 | 274 |
| 3426 | BINGHAM OSBORN & SCARBOROUGH LLC | $755M | Q2 2014 | 8/6/2014 | 116 |
| 3427 | Symphony Financial, Ltd. Co. | $755M | Q1 2026 | 4/30/2026 | 315 |
| 3428 | Hughes Financial Services, LLC | $755M | Q2 2026 | 7/20/2026 | 1,839 |
| 3429 | JOHN G ULLMAN & ASSOCIATES INC | $754M | Q1 2026 | 5/6/2026 | 174 |
| 3430 | HMI Capital Management, L.P. | $754M | Q1 2026 | 5/15/2026 | 11 |
| 3431 | Financial Advisory Corp | $754M | Q2 2026 | 7/9/2026 | 58 |
| 3432 | Front Street Capital Management, Inc. | $754M | Q1 2026 | 5/21/2026 | 73 |
| 3433 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $753M | Q2 2026 | 7/20/2026 | 223 |
| 3434 | RESOURCES MANAGEMENT CORP /CT/ /ADV | $753M | Q1 2026 | 5/15/2026 | 415 |
| 3435 | Blue Edge Capital, LLC | $753M | Q1 2026 | 6/2/2026 | 134 |
| 3436 | GCQ FUNDS MANAGEMENT PTY Ltd | $753M | Q1 2026 | 5/11/2026 | 11 |
| 3437 | Talon Private Wealth, LLC | $753M | Q1 2026 | 5/15/2026 | 187 |
| 3438 | Technology Crossover Management IX, Ltd. | $752M | Q1 2026 | 5/8/2026 | 6 |
| 3439 | Brenner West Capital Advisors, LP | $752M | Q1 2014 | 5/15/2014 | 10 |
| 3440 | Peterson Wealth Advisors, LLC | $752M | Q1 2026 | 4/9/2026 | 108 |
| 3441 | Relative Value Partners, LLC | $749M | Q1 2014 | 5/9/2014 | 101 |
| 3442 | Cornerstone Planning Group LLC | $749M | Q1 2026 | 5/6/2026 | 1,818 |
| 3443 | Manchester Global Management (UK) Ltd | $749M | Q1 2026 | 5/15/2026 | 23 |
| 3444 | MSI Financial Services Inc | $748M | Q2 2014 | 8/4/2014 | 2,684 |
| 3445 | BOSTON FINANCIAL MANGEMENT LLC | $747M | Q1 2014 | 5/8/2014 | 199 |
| 3446 | AMICA PENSION FUND BOARD OF TRUSTEES | $747M | Q1 2014 | 5/13/2014 | 378 |
| 3447 | BDF-GESTION | $747M | Q2 2026 | 7/7/2026 | 143 |
| 3448 | Power Corp of Canada | $745M | Q1 2026 | 5/15/2026 | 1 |
| 3449 | Conversant Capital LLC | $745M | Q1 2026 | 5/15/2026 | 16 |
| 3450 | Capital Advisors Wealth Management, LLC | $745M | Q1 2026 | 4/8/2026 | 219 |
| 3451 | AFAM CAPITAL, INC. | $745M | Q1 2014 | 5/13/2014 | 144 |
| 3452 | Commonwealth Financial Services, LLC | $744M | Q2 2026 | 7/15/2026 | 317 |
| 3453 | Hendershot Investments Inc. | $744M | Q1 2026 | 4/27/2026 | 129 |
| 3454 | SkyView Investment Advisors, LLC | $743M | Q1 2026 | 5/14/2026 | 318 |
| 3455 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $743M | Q1 2026 | 5/15/2026 | 262 |
| 3456 | Ellenbecker Investment Group | $743M | Q1 2026 | 4/23/2026 | 134 |
| 3457 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $742M | Q1 2026 | 5/15/2026 | 153 |
| 3458 | Northcape Capital Pty Ltd | $742M | Q2 2026 | 7/9/2026 | 8 |
| 3459 | COLONY GROUP LLC | $742M | Q1 2014 | 5/16/2014 | 864 |
| 3460 | Running Oak Capital LLC | $741M | Q1 2026 | 5/11/2026 | 55 |
| 3461 | Triasima Portfolio Management inc. | $740M | Q2 2026 | 7/20/2026 | 127 |
| 3462 | CAMDEN NATIONAL BANK | $739M | Q1 2026 | 5/4/2026 | 164 |
| 3463 | Lapides Asset Management, LLC | $739M | Q2 2014 | 8/8/2014 | 73 |
| 3464 | Canal Capital Management, LLC | $739M | Q1 2026 | 4/27/2026 | 207 |
| 3465 | Barton Investment Management | $738M | Q2 2026 | 7/20/2026 | 60 |
| 3466 | LS Investment Advisors, LLC | $738M | Q2 2026 | 7/21/2026 | 127 |
| 3467 | Qtron Investments LLC | $738M | Q1 2026 | 5/15/2026 | 421 |
| 3468 | James J. Burns & Company, LLC | $737M | Q1 2026 | 4/17/2026 | 155 |
| 3469 | Glassman Wealth Services | $736M | Q1 2026 | 5/4/2026 | 187 |
| 3470 | Cohen Capital Management, Inc. | $735M | Q2 2026 | 7/7/2026 | 152 |
| 3471 | TFO Wealth Partners, LLC | $735M | Q1 2026 | 5/8/2026 | 72 |
| 3472 | Colonial Trust Co / SC | $735M | Q1 2026 | 5/12/2026 | 1,135 |
| 3473 | SEEDS INVESTOR LLC | $735M | Q1 2026 | 5/11/2026 | 350 |
| 3474 | Greenfield FTC, Inc. | $735M | Q2 2026 | 7/16/2026 | 4 |
| 3475 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $734M | Q2 2026 | 7/20/2026 | 188 |
| 3476 | AIGH Capital Management LLC | $733M | Q1 2026 | 4/30/2026 | 43 |
| 3477 | RELIANCE TRUST CO OF DELAWARE | $733M | Q2 2014 | 7/11/2014 | 320 |
| 3478 | Global Frontier Investments LLC | $732M | Q1 2026 | 5/15/2026 | 30 |
| 3479 | Rice Partnership, LLC | $732M | Q1 2026 | 5/7/2026 | 178 |
| 3480 | Intellus Advisors LLC | $732M | Q1 2026 | 5/7/2026 | 125 |
| 3481 | GFI Investment Counsel Ltd. | $731M | Q1 2026 | 5/14/2026 | 24 |
| 3482 | Gilman Hill Asset Management, LLC | $731M | Q2 2026 | 7/9/2026 | 236 |
| 3483 | Third View Private Wealth, LLC | $730M | Q1 2026 | 4/15/2026 | 267 |
| 3484 | FARR MILLER & WASHINGTON LLC/DC | $730M | Q1 2014 | 5/16/2014 | 131 |
| 3485 | Hawkins Capital L.P. | $729M | Q1 2014 | 5/12/2014 | 18 |
| 3486 | Meridian Wealth Partners, LLC | $729M | Q1 2026 | 5/14/2026 | 118 |
| 3487 | SKBA CAPITAL MANAGEMENT LLC | $728M | Q1 2026 | 5/13/2026 | 79 |
| 3488 | Sloy Dahl & Holst, LLC | $728M | Q1 2026 | 5/13/2026 | 112 |
| 3489 | Vanderbilt University | $728M | Q2 2026 | 7/22/2026 | 74 |
| 3490 | PROFFITT & GOODSON INC | $728M | Q2 2026 | 7/22/2026 | 298 |
| 3491 | DILLON & ASSOCIATES INC | $726M | Q1 2026 | 5/7/2026 | 75 |
| 3492 | Castellan Group | $726M | Q1 2026 | 4/23/2026 | 37 |
| 3493 | IFG Advisors, LLC | $725M | Q2 2026 | 7/22/2026 | 165 |
| 3494 | TORNO CAPITAL, LLC | $725M | Q1 2026 | 5/15/2026 | 45 |
| 3495 | FIFTHDELTA Ltd | $725M | Q1 2026 | 5/15/2026 | 11 |
| 3496 | Financial Advisors Network, Inc. | $724M | Q1 2026 | 5/14/2026 | 204 |
| 3497 | TLT Family Holdco ULC | $724M | Q1 2026 | 5/14/2026 | 8 |
| 3498 | Avalon Global Asset Management LLC | $724M | Q1 2026 | 5/14/2026 | 41 |
| 3499 | FengHe Fund Management Pte. Ltd. | $724M | Q1 2026 | 5/15/2026 | 31 |
| 3500 | Vivaldi Capital Management LP | $723M | Q1 2026 | 5/14/2026 | 290 |
| 3501 | Pasadena Private Wealth, LLC | $723M | Q1 2026 | 4/22/2026 | 277 |
| 3502 | Apollon Financial, LLC | $723M | Q1 2026 | 4/22/2026 | 260 |
| 3503 | ZEVIN ASSET MANAGEMENT LLC | $723M | Q1 2026 | 5/7/2026 | 93 |
| 3504 | Stablepoint Partners, LLC | $723M | Q2 2026 | 7/9/2026 | 260 |
| 3505 | Zweig-DiMenna Associates LLC | $722M | Q1 2026 | 5/5/2026 | 61 |
| 3506 | FCPM III SERVICES B.V. | $722M | Q1 2026 | 5/15/2026 | 10 |
| 3507 | White Lighthouse Investment Management Inc. | $721M | Q1 2026 | 5/14/2026 | 145 |
| 3508 | Security Financial Services, INC. | $721M | Q2 2026 | 7/15/2026 | 203 |
| 3509 | Smith, Graham & Co., Investment Advisors, LP | $720M | Q2 2014 | 7/23/2014 | 136 |
| 3510 | HighTower Trust Company, N.A. | $719M | Q1 2014 | 5/13/2014 | 140 |
| 3511 | FAGAN ASSOCIATES, INC. | $719M | Q1 2026 | 5/4/2026 | 135 |
| 3512 | Ellevest, Inc. | $719M | Q1 2026 | 5/11/2026 | 431 |
| 3513 | JACKSON SQUARE CAPITAL, LLC | $719M | Q2 2026 | 7/21/2026 | 138 |
| 3514 | Summit Asset Management, LLC | $719M | Q1 2026 | 5/8/2026 | 172 |
| 3515 | KADENSA CAPITAL Ltd | $718M | Q1 2026 | 5/15/2026 | 39 |
| 3516 | TOBIAS FINANCIAL ADVISORS, INC. | $718M | Q1 2026 | 5/13/2026 | 143 |
| 3517 | Werba Rubin Papier Wealth Management | $718M | Q1 2026 | 5/12/2026 | 278 |
| 3518 | HERALD INVESTMENT MANAGEMENT Ltd | $718M | Q1 2026 | 5/13/2026 | 97 |
| 3519 | NUANCE INVESTMENTS, LLC | $717M | Q1 2026 | 5/8/2026 | 43 |
| 3520 | Canvas Wealth Advisors, LLC | $717M | Q2 2026 | 7/10/2026 | 251 |
| 3521 | CAMBIENT FAMILY OFFICE, LLC | $716M | Q1 2026 | 4/21/2026 | 261 |
| 3522 | Anatole Investment Management Ltd | $716M | Q1 2026 | 5/15/2026 | 15 |
| 3523 | ZWEIG ADVISERS LLC | $716M | Q2 2014 | 8/7/2014 | 71 |
| 3524 | Biltmore Family Office, LLC | $716M | Q1 2026 | 5/11/2026 | 325 |
| 3525 | Ovata Capital Management Ltd | $715M | Q1 2026 | 5/13/2026 | 38 |
| 3526 | THOMAS WHITE INTERNATIONAL LTD | $715M | Q2 2014 | 8/11/2014 | 355 |
| 3527 | Legacy Financial Advisors, Inc. | $715M | Q1 2026 | 4/30/2026 | 404 |
| 3528 | Compass Financial Group, INC/SD | $715M | Q1 2026 | 4/29/2026 | 105 |
| 3529 | BTG Pactual Global Asset Management Ltd | $714M | Q2 2014 | 8/11/2014 | 220 |
| 3530 | EagleClaw Capital Managment, LLC | $714M | Q1 2026 | 5/8/2026 | 145 |
| 3531 | Glen Eagle Advisors, LLC | $714M | Q1 2026 | 5/15/2026 | 1,021 |
| 3532 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | $714M | Q1 2026 | 5/15/2026 | 16 |
| 3533 | Secure Asset Management, LLC | $714M | Q2 2026 | 7/15/2026 | 333 |
| 3534 | Optas, LLC | $714M | Q2 2026 | 7/21/2026 | 494 |
| 3535 | Leelyn Smith, LLC | $713M | Q1 2026 | 4/27/2026 | 154 |
| 3536 | Insight Wealth Partners, LLC | $713M | Q1 2026 | 5/13/2026 | 120 |
| 3537 | DIMENSION CAPITAL MANAGEMENT LLC | $713M | Q1 2026 | 5/15/2026 | 123 |
| 3538 | Tri Locum Partners LP | $713M | Q1 2026 | 5/18/2026 | 17 |
| 3539 | Defilade Capital Management, L.P. | $712M | Q1 2026 | 6/12/2026 | 31 |
| 3540 | Alvarez & Marsal Private Wealth Partners, LLC | $712M | Q1 2026 | 5/14/2026 | 177 |
| 3541 | Radnor Capital Management, LLC | $712M | Q2 2026 | 7/16/2026 | 312 |
| 3542 | PERSONAL CFO SOLUTIONS, LLC | $712M | Q1 2026 | 4/30/2026 | 520 |
| 3543 | First National Advisers, LLC | $712M | Q2 2026 | 7/21/2026 | 251 |
| 3544 | Sixth Street Partners Management Company, L.P. | $711M | Q1 2026 | 5/15/2026 | 7 |
| 3545 | DEAN INVESTMENT ASSOCIATES, LLC | $710M | Q1 2026 | 5/15/2026 | 190 |
| 3546 | GREENUP STREET WEALTH MANAGEMENT LLC | $710M | Q1 2026 | 4/20/2026 | 127 |
| 3547 | Trust Co of the South | $710M | Q2 2026 | 7/1/2026 | 146 |
| 3548 | Natixis Investment Managers International | $710M | Q1 2014 | 8/6/2014 | 169 |
| 3549 | LaSalle St. Investment Advisors, LLC | $710M | Q1 2026 | 5/8/2026 | 411 |
| 3550 | Annandale Capital, LLC | $709M | Q1 2026 | 5/15/2026 | 121 |
| 3551 | Northstar Group, Inc. | $707M | Q1 2026 | 4/28/2026 | 166 |
| 3552 | Summit Street Capital Management, LLC | $707M | Q1 2026 | 5/15/2026 | 31 |
| 3553 | ION Fund Management Ltd | $707M | Q1 2026 | 5/15/2026 | 62 |
| 3554 | Graham Holdings Co Master Retirement Trust | $706M | Q1 2026 | 5/15/2026 | 2 |
| 3555 | CENTRAL BANK & TRUST CO | $705M | Q2 2026 | 7/17/2026 | 185 |
| 3556 | J.P. Marvel Investment Advisors, LLC | $705M | Q1 2026 | 5/6/2026 | 60 |
| 3557 | Santa Fe Partners LLC | $705M | Q1 2014 | 5/14/2014 | 451 |
| 3558 | BROWN CAPITAL MANAGEMENT LLC | $704M | Q1 2026 | 5/14/2026 | 56 |
| 3559 | TRB Wealth Management, LLC | $704M | Q1 2026 | 5/14/2026 | 285 |
| 3560 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $703M | Q2 2026 | 7/20/2026 | 120 |
| 3561 | Shellback Capital, LP | $703M | Q1 2026 | 5/15/2026 | 79 |
| 3562 | G.F.W. Energy VIII, L.P. | $702M | Q1 2014 | 5/15/2014 | 2 |
| 3563 | Mountain Capital Investment Advisors Inc. | $702M | Q2 2026 | 7/14/2026 | 95 |
| 3564 | Sabal Trust CO | $702M | Q2 2014 | 7/25/2014 | 103 |
| 3565 | Kora Management LP | $702M | Q1 2026 | 5/15/2026 | 9 |
| 3566 | Faithward Advisors, LLC | $701M | Q1 2026 | 4/17/2026 | 261 |
| 3567 | ACADEMY CAPITAL MANAGEMENT | $699M | Q1 2026 | 5/14/2026 | 37 |
| 3568 | IFC Advisors LLC | $699M | Q1 2026 | 5/4/2026 | 158 |
| 3569 | SILVERBACK ASSET MANAGEMENT LLC | $699M | Q1 2026 | 5/21/2026 | 59 |
| 3570 | Tensile Capital Management LP | $698M | Q1 2026 | 5/15/2026 | 25 |
| 3571 | WILKINS INVESTMENT COUNSEL INC | $698M | Q1 2026 | 5/7/2026 | 119 |
| 3572 | Princeton Global Asset Management LLC | $698M | Q2 2026 | 7/16/2026 | 831 |
| 3573 | Kelman-Lazarov, Inc. | $698M | Q1 2026 | 4/27/2026 | 140 |
| 3574 | SII INVESTMENTS INC/WI | $697M | Q2 2014 | 7/28/2014 | 480 |
| 3575 | Sio Capital Management, LLC | $697M | Q1 2026 | 5/14/2026 | 76 |
| 3576 | Convergent Wealth Advisors | $697M | Q2 2014 | 8/8/2014 | 31 |
| 3577 | Abundance Wealth Counselors | $697M | Q1 2026 | 4/22/2026 | 246 |
| 3578 | Mraz, Amerine & Associates, Inc. | $697M | Q2 2026 | 7/16/2026 | 199 |
| 3579 | Golden Unicorn (BVI) Ltd | $697M | Q1 2026 | 5/15/2026 | 4 |
| 3580 | CORTLAND ASSOCIATES INC/MO | $697M | Q1 2026 | 4/30/2026 | 62 |
| 3581 | Crane Advisory, LLC | $697M | Q2 2026 | 7/17/2026 | 55 |
| 3582 | STANDARD PACIFIC CAPITAL LLC/CA | $697M | Q1 2014 | 5/7/2014 | 41 |
| 3583 | JLB & ASSOCIATES INC | $696M | Q1 2026 | 5/4/2026 | 70 |
| 3584 | Brickley Wealth Management | $696M | Q2 2026 | 7/13/2026 | 68 |
| 3585 | AUXIER ASSET MANAGEMENT LLC | $696M | Q1 2026 | 5/14/2026 | 176 |
| 3586 | CALTON & ASSOCIATES, INC. | $696M | Q1 2026 | 5/13/2026 | 438 |
| 3587 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $696M | Q1 2026 | 5/11/2026 | 724 |
| 3588 | G.F.W. Energy X, L.P. | $696M | Q1 2014 | 5/15/2014 | 2 |
| 3589 | Affiance Financial, LLC | $695M | Q2 2026 | 7/9/2026 | 111 |
| 3590 | Cornerstone Management, Inc. | $695M | Q2 2026 | 7/16/2026 | 67 |
| 3591 | BRC Investment Management LLC | $695M | Q2 2014 | 7/16/2014 | 137 |
| 3592 | Manchester Capital Management LLC | $694M | Q1 2026 | 5/11/2026 | 1,306 |
| 3593 | Ironwood Investment Counsel, LLC | $694M | Q1 2026 | 5/7/2026 | 264 |
| 3594 | CONTINENTAL GENERAL INSURANCE CO | $693M | Q1 2026 | 5/14/2026 | 11 |
| 3595 | HOEY INVESTMENTS, INC | $693M | Q1 2026 | 4/28/2026 | 420 |
| 3596 | Tolleson Wealth Management, Inc. | $693M | Q4 2025 | 2/17/2026 | 92 |
| 3597 | NINE MASTS CAPITAL Ltd | $693M | Q1 2026 | 5/12/2026 | 249 |
| 3598 | Harbor Advisors LLC | $692M | Q1 2026 | 5/7/2026 | 197 |
| 3599 | CIM, LLC | $692M | Q1 2026 | 5/18/2026 | 168 |
| 3600 | SeaBridge Investment Advisors LLC | $692M | Q2 2026 | 7/17/2026 | 188 |