Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3401 | Manchester Capital Management LLC | $735M | Q4 2025 | 2/11/2026 | 1,342 |
| 3402 | Rovida Investment Management Ltd | $735M | Q4 2025 | 2/10/2026 | 17 |
| 3403 | Glen Eagle Advisors, LLC | $735M | Q4 2025 | 2/13/2026 | 1,054 |
| 3404 | Northstar Group, Inc. | $734M | Q4 2025 | 2/13/2026 | 163 |
| 3405 | Live Oak Private Wealth LLC | $734M | Q4 2025 | 1/23/2026 | 198 |
| 3406 | Capital Advisors Wealth Management, LLC | $734M | Q4 2025 | 1/21/2026 | 219 |
| 3407 | Claro Advisors Inc. | $734M | Q4 2025 | 2/17/2026 | 418 |
| 3408 | Nexus Investment Management ULC | $734M | Q4 2025 | 1/21/2026 | 70 |
| 3409 | RELIANCE TRUST CO OF DELAWARE | $733M | Q2 2014 | 7/11/2014 | 320 |
| 3410 | Berman McAleer LLC | $732M | Q4 2025 | 2/5/2026 | 162 |
| 3411 | Covington Investment Advisors Inc. | $732M | Q4 2025 | 2/17/2026 | 74 |
| 3412 | FINANCIAL CONSULATE, INC | $731M | Q4 2025 | 1/22/2026 | 1,339 |
| 3413 | FSM Wealth Advisors, LLC | $731M | Q4 2025 | 1/23/2026 | 306 |
| 3414 | FOURPATH CAPITAL MANAGEMENT, LLC | $731M | Q4 2025 | 1/23/2026 | 228 |
| 3415 | Asset One Wealth Management LLC | $730M | Q4 2025 | 2/17/2026 | 275 |
| 3416 | FARR MILLER & WASHINGTON LLC/DC | $730M | Q1 2014 | 5/16/2014 | 131 |
| 3417 | Insight Wealth Partners, LLC | $730M | Q4 2025 | 2/17/2026 | 115 |
| 3418 | Mirador Capital Partners LP | $730M | Q4 2025 | 1/14/2026 | 204 |
| 3419 | LARCH CAPITAL PARTNERS LLC | $729M | Q4 2025 | 2/20/2026 | 34 |
| 3420 | Hawkins Capital L.P. | $729M | Q1 2014 | 5/12/2014 | 18 |
| 3421 | CULBERTSON A N & CO INC | $729M | Q4 2025 | 1/21/2026 | 128 |
| 3422 | TWO SIGMA SECURITIES, LLC | $728M | Q4 2025 | 2/17/2026 | 1,421 |
| 3423 | CAMDEN NATIONAL BANK | $727M | Q4 2025 | 2/10/2026 | 169 |
| 3424 | First National Advisers, LLC | $727M | Q4 2025 | 2/4/2026 | 235 |
| 3425 | GCQ FUNDS MANAGEMENT PTY Ltd | $726M | Q4 2025 | 2/4/2026 | 10 |
| 3426 | Meridian Wealth Partners, LLC | $726M | Q4 2025 | 2/13/2026 | 113 |
| 3427 | KAVAR CAPITAL PARTNERS GROUP, LLC | $725M | Q4 2025 | 1/20/2026 | 187 |
| 3428 | James J. Burns & Company, LLC | $725M | Q4 2025 | 1/23/2026 | 161 |
| 3429 | Biltmore Family Office, LLC | $724M | Q4 2025 | 2/4/2026 | 331 |
| 3430 | KING STREET CAPITAL MANAGEMENT, L.P. | $724M | Q4 2025 | 2/17/2026 | 12 |
| 3431 | Engine Capital Management, LP | $724M | Q4 2025 | 2/17/2026 | 28 |
| 3432 | INTEL CORP | $724M | Q4 2025 | 2/13/2026 | 2 |
| 3433 | Ellevest, Inc. | $723M | Q4 2025 | 2/10/2026 | 424 |
| 3434 | Sciencast Management LP | $723M | Q4 2025 | 2/17/2026 | 283 |
| 3435 | Strategic Point Investment Advisors, LLC | $723M | Q4 2025 | 1/15/2026 | 37 |
| 3436 | Legacy Financial Advisors, Inc. | $723M | Q4 2025 | 2/4/2026 | 389 |
| 3437 | Koch, Inc. | $723M | Q4 2025 | 2/11/2026 | 7 |
| 3438 | Cypress Wealth Services, LLC | $723M | Q4 2025 | 1/14/2026 | 389 |
| 3439 | Affinity Capital Advisors, LLC | $723M | Q4 2025 | 1/9/2026 | 173 |
| 3440 | Meridian Wealth Advisors, LLC | $722M | Q4 2025 | 2/17/2026 | 185 |
| 3441 | VALLEY NATIONAL ADVISERS INC | $722M | Q4 2025 | 1/23/2026 | 908 |
| 3442 | Woodson Capital Management, LP | $722M | Q4 2025 | 2/17/2026 | 32 |
| 3443 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $722M | Q4 2025 | 1/29/2026 | 36 |
| 3444 | Gratus Wealth Advisors, LLC | $721M | Q4 2025 | 2/4/2026 | 128 |
| 3445 | Onex Canada Asset Management Inc. | $720M | Q4 2025 | 2/13/2026 | 72 |
| 3446 | J.P. Marvel Investment Advisors, LLC | $720M | Q4 2025 | 1/29/2026 | 60 |
| 3447 | SILVERARC CAPITAL MANAGEMENT, LLC | $720M | Q4 2025 | 2/12/2026 | 68 |
| 3448 | Marble Wealth, LLC | $720M | Q4 2025 | 2/10/2026 | 272 |
| 3449 | Walkner Condon Financial Advisors LLC | $720M | Q4 2025 | 1/21/2026 | 308 |
| 3450 | Capital Investment Counsel, LLC | $720M | Q4 2025 | 2/2/2026 | 140 |
| 3451 | Oak Thistle LLC | $720M | Q4 2025 | 1/21/2026 | 481 |
| 3452 | Smith, Graham & Co., Investment Advisors, LP | $720M | Q2 2014 | 7/23/2014 | 136 |
| 3453 | HighTower Trust Company, N.A. | $719M | Q1 2014 | 5/13/2014 | 140 |
| 3454 | Cannon Financial Strategists, Inc. | $719M | Q4 2025 | 2/4/2026 | 100 |
| 3455 | Physician Wealth Advisors, Inc. | $719M | Q4 2025 | 1/29/2026 | 2,027 |
| 3456 | Palo Alto Investors LP | $718M | Q4 2025 | 2/17/2026 | 49 |
| 3457 | PERSHING SQUARE HOLDCO, L.P. | $718M | Q4 2025 | 2/17/2026 | 1 |
| 3458 | NOTTINGHAM ADVISORS, INC. | $718M | Q4 2025 | 1/26/2026 | 108 |
| 3459 | PROFFITT & GOODSON INC | $718M | Q4 2025 | 1/27/2026 | 296 |
| 3460 | KINTRA WEALTH, LLC | $717M | Q4 2025 | 2/18/2026 | 218 |
| 3461 | Breakwater Capital Group | $717M | Q4 2025 | 1/9/2026 | 352 |
| 3462 | White Lighthouse Investment Management Inc. | $716M | Q4 2025 | 2/9/2026 | 150 |
| 3463 | SOUTHERNSUN ASSET MANAGEMENT, LLC | $716M | Q4 2025 | 2/13/2026 | 32 |
| 3464 | UNIQUE WEALTH, LLC | $716M | Q4 2025 | 1/6/2026 | 185 |
| 3465 | Fractal Investments LLC | $716M | Q4 2025 | 1/27/2026 | 80 |
| 3466 | Ironwood Investment Counsel, LLC | $716M | Q4 2025 | 2/6/2026 | 267 |
| 3467 | ZWEIG ADVISERS LLC | $716M | Q2 2014 | 8/7/2014 | 71 |
| 3468 | THOMAS WHITE INTERNATIONAL LTD | $715M | Q2 2014 | 8/11/2014 | 355 |
| 3469 | PINNBROOK CAPITAL MANAGEMENT LP | $715M | Q4 2025 | 2/6/2026 | 105 |
| 3470 | Ellenbecker Investment Group | $715M | Q4 2025 | 1/30/2026 | 132 |
| 3471 | DIMENSION CAPITAL MANAGEMENT LLC | $715M | Q4 2025 | 2/17/2026 | 114 |
| 3472 | Artal Group S.A. | $715M | Q4 2025 | 2/12/2026 | 2 |
| 3473 | BTG Pactual Global Asset Management Ltd | $714M | Q2 2014 | 8/11/2014 | 220 |
| 3474 | United Capital Management of KS, Inc. | $714M | Q4 2025 | 2/17/2026 | 107 |
| 3475 | LS Investment Advisors, LLC | $714M | Q4 2025 | 1/26/2026 | 131 |
| 3476 | South Street Advisors LLC | $712M | Q4 2025 | 2/10/2026 | 73 |
| 3477 | ARVEST INVESTMENTS, INC. | $712M | Q4 2025 | 1/20/2026 | 219 |
| 3478 | AUXIER ASSET MANAGEMENT LLC | $711M | Q4 2025 | 2/17/2026 | 177 |
| 3479 | DAIDO LIFE INSURANCE CO | $711M | Q4 2025 | 2/6/2026 | 6 |
| 3480 | Columbus Hill Capital Management, L.P. | $711M | Q4 2025 | 2/13/2026 | 25 |
| 3481 | Burton Enright Welch | $710M | Q4 2025 | 2/13/2026 | 128 |
| 3482 | Natixis Investment Managers International | $710M | Q1 2014 | 8/6/2014 | 169 |
| 3483 | B & T Capital Management DBA Alpha Capital Management | $710M | Q4 2025 | 2/13/2026 | 116 |
| 3484 | Asio Capital, LLC | $709M | Q4 2025 | 1/21/2026 | 111 |
| 3485 | EAGLE ROCK INVESTMENT COMPANY, LLC | $709M | Q4 2025 | 1/14/2026 | 162 |
| 3486 | Human Investing LLC | $708M | Q4 2025 | 1/27/2026 | 95 |
| 3487 | FIDUCIARY FINANCIAL GROUP, LLC | $708M | Q4 2025 | 1/12/2026 | 329 |
| 3488 | TOBIAS FINANCIAL ADVISORS, INC. | $708M | Q4 2025 | 2/13/2026 | 146 |
| 3489 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $708M | Q4 2025 | 2/17/2026 | 318 |
| 3490 | Alpine Bank Wealth Management | $707M | Q4 2025 | 1/15/2026 | 149 |
| 3491 | Summit Asset Management, LLC | $707M | Q4 2025 | 2/9/2026 | 171 |
| 3492 | SR ONE CAPITAL MANAGEMENT, LP | $706M | Q4 2025 | 2/12/2026 | 13 |
| 3493 | Parker Investment Management, LLC | $706M | Q4 2025 | 2/13/2026 | 41 |
| 3494 | Artia Global Partners LP | $706M | Q4 2025 | 2/17/2026 | 55 |
| 3495 | Enclave Advisors LLC | $706M | Q4 2025 | 1/14/2026 | 124 |
| 3496 | Santa Fe Partners LLC | $705M | Q1 2014 | 5/14/2014 | 451 |
| 3497 | Canal Capital Management, LLC | $705M | Q4 2025 | 1/6/2026 | 188 |
| 3498 | GCM Grosvenor Holdings, LLC | $705M | Q4 2025 | 2/17/2026 | 22 |
| 3499 | SKBA CAPITAL MANAGEMENT LLC | $704M | Q4 2025 | 2/12/2026 | 80 |
| 3500 | Front Street Capital Management, Inc. | $704M | Q4 2025 | 2/18/2026 | 73 |
| 3501 | AFFINITY WEALTH MANAGEMENT LLC | $703M | Q4 2025 | 1/15/2026 | 107 |
| 3502 | Polymer Capital Management (HK) LTD | $703M | Q4 2025 | 2/13/2026 | 127 |
| 3503 | CHATHAM CAPITAL GROUP, INC. | $703M | Q4 2025 | 1/14/2026 | 198 |
| 3504 | G.F.W. Energy VIII, L.P. | $702M | Q1 2014 | 5/15/2014 | 2 |
| 3505 | Sabal Trust CO | $702M | Q2 2014 | 7/25/2014 | 103 |
| 3506 | CFO4Life Group, LLC | $702M | Q4 2025 | 2/6/2026 | 242 |
| 3507 | CAMBIENT FAMILY OFFICE, LLC | $701M | Q4 2025 | 2/20/2026 | 260 |
| 3508 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $700M | Q4 2025 | 2/11/2026 | 287 |
| 3509 | Compass Financial Group, INC/SD | $700M | Q4 2025 | 1/27/2026 | 103 |
| 3510 | Kelman-Lazarov, Inc. | $700M | Q4 2025 | 1/26/2026 | 134 |
| 3511 | DEAN INVESTMENT ASSOCIATES, LLC | $700M | Q4 2025 | 2/17/2026 | 199 |
| 3512 | Intelligence Driven Advisers, LLC | $700M | Q4 2025 | 1/23/2026 | 138 |
| 3513 | Crews Bank & Trust | $699M | Q4 2025 | 1/21/2026 | 623 |
| 3514 | Summit Financial Wealth Advisors, LLC | $699M | Q4 2025 | 1/27/2026 | 195 |
| 3515 | TORRAY INVESTMENT PARTNERS LLC | $698M | Q4 2025 | 1/28/2026 | 95 |
| 3516 | Trybe Capital Management LP | $698M | Q4 2025 | 2/17/2026 | 11 |
| 3517 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $698M | Q4 2025 | 2/10/2026 | 57 |
| 3518 | Arlington Financial Advisors, LLC | $698M | Q4 2025 | 1/12/2026 | 106 |
| 3519 | Security National Bank | $698M | Q4 2025 | 2/5/2026 | 373 |
| 3520 | SII INVESTMENTS INC/WI | $697M | Q2 2014 | 7/28/2014 | 480 |
| 3521 | CAT ROCK CAPITAL MANAGEMENT LP | $697M | Q4 2025 | 2/18/2026 | 16 |
| 3522 | Convergent Wealth Advisors | $697M | Q2 2014 | 8/8/2014 | 31 |
| 3523 | STANDARD PACIFIC CAPITAL LLC/CA | $697M | Q1 2014 | 5/7/2014 | 41 |
| 3524 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $696M | Q4 2025 | 1/21/2026 | 101 |
| 3525 | MainStreet Investment Advisors LLC | $696M | Q4 2025 | 2/10/2026 | 159 |
| 3526 | G.F.W. Energy X, L.P. | $696M | Q1 2014 | 5/15/2014 | 2 |
| 3527 | BRC Investment Management LLC | $695M | Q2 2014 | 7/16/2014 | 137 |
| 3528 | Artemis Wealth Advisors, LLC | $695M | Q4 2025 | 2/13/2026 | 40 |
| 3529 | Integrity Advisory Solutions, LLC | $694M | Q4 2025 | 2/9/2026 | 266 |
| 3530 | ARKANSAS FINANCIAL GROUP, INC. | $694M | Q4 2025 | 1/28/2026 | 92 |
| 3531 | MIROVA | $694M | Q4 2025 | 2/13/2026 | 92 |
| 3532 | CIGNA INVESTMENTS INC /NEW | $693M | Q4 2025 | 1/20/2026 | 462 |
| 3533 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $693M | Q4 2025 | 2/6/2026 | 132 |
| 3534 | CFM WEALTH PARTNERS LLC | $693M | Q4 2025 | 1/27/2026 | 144 |
| 3535 | JBF Capital, Inc. | $693M | Q4 2025 | 2/12/2026 | 78 |
| 3536 | Tolleson Wealth Management, Inc. | $693M | Q4 2025 | 2/17/2026 | 92 |
| 3537 | GREENUP STREET WEALTH MANAGEMENT LLC | $693M | Q4 2025 | 1/23/2026 | 118 |
| 3538 | Leelyn Smith, LLC | $692M | Q4 2025 | 1/28/2026 | 150 |
| 3539 | First Horizon Advisors, Inc. | $691M | Q2 2014 | 8/7/2014 | 1,909 |
| 3540 | EagleClaw Capital Managment, LLC | $691M | Q4 2025 | 2/10/2026 | 144 |
| 3541 | SEVEN LOCKS CAPITAL MANAGEMENT LP | $690M | Q1 2014 | 5/14/2014 | 32 |
| 3542 | NOESIS CAPITAL MANGEMENT CORP | $690M | Q4 2025 | 2/5/2026 | 132 |
| 3543 | Klaas Financial Asset Advisors, LLC | $689M | Q4 2025 | 1/27/2026 | 56 |
| 3544 | Apollon Financial, LLC | $689M | Q4 2025 | 1/22/2026 | 255 |
| 3545 | KPP Advisory Services LLC | $689M | Q4 2025 | 2/2/2026 | 328 |
| 3546 | First Allied Asset Management, Inc. | $689M | Q1 2014 | 5/14/2014 | 170 |
| 3547 | THAMES CAPITAL MANAGEMENT LLC | $688M | Q4 2025 | 2/10/2026 | 48 |
| 3548 | Financial Advisory Corp | $688M | Q4 2025 | 1/27/2026 | 51 |
| 3549 | TOEWS CORP /ADV | $688M | Q4 2025 | 1/30/2026 | 15 |
| 3550 | Deltroit Asset Management (UK) LLP | $687M | Q4 2025 | 2/11/2026 | 39 |
| 3551 | Formidable Asset Management, LLC | $687M | Q4 2025 | 1/16/2026 | 397 |
| 3552 | High Ground Investment Management LLP | $687M | Q4 2025 | 1/23/2026 | 6 |
| 3553 | WILKINS INVESTMENT COUNSEL INC | $686M | Q4 2025 | 2/2/2026 | 120 |
| 3554 | Wellington Shields Capital Management, LLC | $686M | Q4 2025 | 2/9/2026 | 316 |
| 3555 | Convergence Financial, LLC | $685M | Q4 2025 | 2/11/2026 | 190 |
| 3556 | Rule One Partners, LLC | $685M | Q4 2025 | 2/11/2026 | 14 |
| 3557 | IFC Advisors LLC | $685M | Q4 2025 | 2/12/2026 | 175 |
| 3558 | SILVERBACK ASSET MANAGEMENT LLC | $684M | Q4 2025 | 2/17/2026 | 56 |
| 3559 | Topsail Wealth Management, LLC | $683M | Q4 2025 | 2/4/2026 | 268 |
| 3560 | Amanah Holdings Trust | $683M | Q4 2025 | 2/24/2026 | 20 |
| 3561 | Perseverance Asset Management International | $683M | Q4 2025 | 2/12/2026 | 13 |
| 3562 | Faithward Advisors, LLC | $682M | Q4 2025 | 2/17/2026 | 327 |
| 3563 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $682M | Q4 2025 | 2/9/2026 | 727 |
| 3564 | PERRYMAN FINANCIAL ADVISORY INC /AD | $681M | Q4 2025 | 2/13/2026 | 170 |
| 3565 | Rollins Financial Advisors, LLC | $681M | Q4 2025 | 2/4/2026 | 151 |
| 3566 | Estabrook Capital Management | $681M | Q4 2025 | 2/13/2026 | 327 |
| 3567 | CALTON & ASSOCIATES, INC. | $681M | Q4 2025 | 2/10/2026 | 446 |
| 3568 | Thrive Wealth Management, LLC | $681M | Q4 2025 | 1/12/2026 | 238 |
| 3569 | III Capital Management | $679M | Q4 2025 | 2/17/2026 | 55 |
| 3570 | Huber Capital Management LLC | $679M | Q4 2025 | 2/13/2026 | 106 |
| 3571 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $679M | Q4 2025 | 2/11/2026 | 104 |
| 3572 | Hudock, Inc. | $679M | Q4 2025 | 2/12/2026 | 194 |
| 3573 | Henrickson Nauta Wealth Advisors, Inc. | $678M | Q4 2025 | 1/7/2026 | 119 |
| 3574 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $678M | Q4 2025 | 2/3/2026 | 215 |
| 3575 | Fortis Capital Advisors, LLC | $677M | Q4 2025 | 1/27/2026 | 311 |
| 3576 | Marquette Asset Management, LLC | $677M | Q4 2025 | 1/16/2026 | 698 |
| 3577 | Vestwell Advisors, LLC | $677M | Q4 2025 | 2/13/2026 | 33 |
| 3578 | Austin Wealth Management, LLC | $677M | Q4 2025 | 1/26/2026 | 164 |
| 3579 | WealthTrust Fairport, LLC | $676M | Q2 2014 | 8/8/2014 | 370 |
| 3580 | INFINITUM ASSET MANAGEMENT, LLC | $676M | Q4 2025 | 2/17/2026 | 18 |
| 3581 | Trifecta Capital Advisors, LLC | $676M | Q4 2025 | 1/30/2026 | 261 |
| 3582 | Allegheny Financial Group | $676M | Q4 2025 | 2/2/2026 | 286 |
| 3583 | HUDSON EDGE INVESTMENT PARTNERS INC. | $675M | Q4 2025 | 1/27/2026 | 87 |
| 3584 | Tiger Eye Capital LLC | $674M | Q1 2014 | 5/14/2014 | 41 |
| 3585 | Radnor Capital Management, LLC | $674M | Q4 2025 | 2/6/2026 | 311 |
| 3586 | FOUNDERS CAPITAL MANAGEMENT, LLC | $673M | Q4 2025 | 1/23/2026 | 79 |
| 3587 | Mraz, Amerine & Associates, Inc. | $673M | Q4 2025 | 2/6/2026 | 192 |
| 3588 | AssuredPartners Investment Advisors, LLC | $672M | Q4 2025 | 2/3/2026 | 342 |
| 3589 | Wood Investment Counsel LLC | $672M | Q2 2014 | 7/25/2014 | 79 |
| 3590 | Consonance Capital Management LP | $672M | Q1 2014 | 5/15/2014 | 27 |
| 3591 | Providence Equity Partners L.L.C. | $671M | Q4 2025 | 2/17/2026 | 3 |
| 3592 | TSFG, LLC | $669M | Q4 2025 | 2/4/2026 | 856 |
| 3593 | WealthPLAN Partners, LLC | $669M | Q4 2025 | 2/12/2026 | 272 |
| 3594 | Well Done, LLC | $669M | Q4 2025 | 1/13/2026 | 197 |
| 3595 | TFO Wealth Partners, LLC | $668M | Q4 2025 | 2/5/2026 | 51 |
| 3596 | Harbor Group, Inc. | $668M | Q4 2025 | 1/12/2026 | 115 |
| 3597 | 1st Global Advisors, Inc. | $668M | Q2 2014 | 7/10/2014 | 441 |
| 3598 | Triasima Portfolio Management inc. | $668M | Q4 2025 | 2/2/2026 | 143 |
| 3599 | 3I INVESTMENTS PLC | $668M | Q2 2014 | 8/6/2014 | 2 |
| 3600 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | $667M | Q4 2025 | 2/17/2026 | 3 |