Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3401 | Sargent Investment Group, LLC | $832M | Q2 2026 | 8/11/2026 | 279 |
| 3402 | AA Financial Advisors, LLC | $832M | Q2 2026 | 7/17/2026 | 230 |
| 3403 | American Financial Advisors, LLC | $831M | Q2 2026 | 7/14/2026 | 169 |
| 3404 | COMPASS FINANCIAL MANAGEMENT LLC | $829M | Q2 2026 | 8/12/2026 | 1,547 |
| 3405 | Sharkey, Howes & Javer | $829M | Q2 2026 | 7/9/2026 | 163 |
| 3406 | Azimuth Capital Management LLC | $829M | Q1 2014 | 5/12/2014 | 270 |
| 3407 | AdvisorShares Investments LLC | $828M | Q2 2026 | 8/11/2026 | 269 |
| 3408 | Benchstone Capital Management LP | $828M | Q2 2026 | 8/14/2026 | 37 |
| 3409 | SUFFOLK CAPITAL MANAGEMENT LLC | $827M | Q2 2014 | 8/7/2014 | 140 |
| 3410 | ARVEST INVESTMENTS, INC. | $827M | Q2 2026 | 7/17/2026 | 255 |
| 3411 | CULLEN INVESTMENT GROUP, LTD. | $827M | Q2 2026 | 7/9/2026 | 181 |
| 3412 | Cardinal Capital Management | $826M | Q2 2026 | 7/21/2026 | 138 |
| 3413 | Meridian Wealth Partners, LLC | $826M | Q2 2026 | 8/12/2026 | 125 |
| 3414 | Parsifal Capital Management, LP | $826M | Q2 2026 | 8/13/2026 | 15 |
| 3415 | Strategic Wealth Investment Group, LLC | $825M | Q2 2026 | 8/4/2026 | 104 |
| 3416 | JOHN G ULLMAN & ASSOCIATES INC | $824M | Q2 2026 | 8/11/2026 | 181 |
| 3417 | Rice Partnership, LLC | $824M | Q2 2026 | 7/29/2026 | 171 |
| 3418 | Werba Rubin Papier Wealth Management | $824M | Q2 2026 | 7/27/2026 | 309 |
| 3419 | Intellus Advisors LLC | $823M | Q2 2026 | 8/12/2026 | 134 |
| 3420 | McGowan Group Asset Management, Inc. | $823M | Q2 2026 | 8/12/2026 | 154 |
| 3421 | Orange Investment Advisors, Inc. | $823M | Q2 2026 | 7/21/2026 | 143 |
| 3422 | Leelyn Smith, LLC | $822M | Q2 2026 | 7/23/2026 | 157 |
| 3423 | SIRIOS CAPITAL MANAGEMENT L P | $822M | Q2 2026 | 8/14/2026 | 86 |
| 3424 | Sivia Capital Partners, LLC | $822M | Q2 2026 | 7/23/2026 | 540 |
| 3425 | GREENUP STREET WEALTH MANAGEMENT LLC | $822M | Q2 2026 | 7/27/2026 | 141 |
| 3426 | PRICE MICHAEL F | $821M | Q1 2014 | 5/13/2014 | 92 |
| 3427 | AVENIR CORP | $821M | Q2 2026 | 8/13/2026 | 79 |
| 3428 | Legacy Financial Advisors, Inc. | $820M | Q2 2026 | 8/5/2026 | 435 |
| 3429 | Capital Advantage, Inc. | $820M | Q2 2026 | 7/13/2026 | 150 |
| 3430 | Faithward Advisors, LLC | $819M | Q2 2026 | 8/12/2026 | 339 |
| 3431 | Canal Capital Management, LLC | $819M | Q2 2026 | 7/28/2026 | 220 |
| 3432 | LaSalle St. Investment Advisors, LLC | $818M | Q2 2026 | 8/11/2026 | 429 |
| 3433 | Silver Rock Financial LLC | $817M | Q1 2014 | 5/15/2014 | 39 |
| 3434 | DILLON & ASSOCIATES INC | $817M | Q2 2026 | 8/5/2026 | 80 |
| 3435 | Fund Resources Investment Holding Group Co Ltd | $817M | Q2 2026 | 7/28/2026 | 7 |
| 3436 | Mirador Capital Partners LP | $817M | Q2 2026 | 7/7/2026 | 218 |
| 3437 | Biondo Investment Advisors, LLC | $817M | Q2 2026 | 8/13/2026 | 89 |
| 3438 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $816M | Q2 2026 | 8/7/2026 | 49 |
| 3439 | Concert Wealth Management Inc. | $816M | Q2 2014 | 7/31/2014 | 586 |
| 3440 | Financial Advisors Network, Inc. | $816M | Q2 2026 | 8/14/2026 | 208 |
| 3441 | Ayalon Insurance Comp Ltd. | $815M | Q2 2026 | 7/13/2026 | 66 |
| 3442 | Cypress Wealth Services, LLC | $815M | Q2 2026 | 7/10/2026 | 436 |
| 3443 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $815M | Q2 2026 | 8/11/2026 | 307 |
| 3444 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $815M | Q2 2026 | 8/14/2026 | 6 |
| 3445 | Third View Private Wealth, LLC | $814M | Q2 2026 | 7/27/2026 | 291 |
| 3446 | Skylands Capital, LLC | $814M | Q2 2026 | 7/24/2026 | 166 |
| 3447 | Wallington Asset Management, LLC | $814M | Q2 2026 | 7/22/2026 | 61 |
| 3448 | BRANT POINT INVESTMENT MANAGEMENT LLC | $813M | Q2 2026 | 8/13/2026 | 120 |
| 3449 | Tri Locum Partners LP | $813M | Q2 2026 | 8/14/2026 | 19 |
| 3450 | Renesas Electronics America Inc. | $813M | Q2 2026 | 8/6/2026 | 1 |
| 3451 | CAMBIENT FAMILY OFFICE, LLC | $813M | Q2 2026 | 8/13/2026 | 328 |
| 3452 | FAGAN ASSOCIATES, INC. | $813M | Q2 2026 | 8/4/2026 | 137 |
| 3453 | Firefly Value Partners, LP | $813M | Q1 2014 | 5/15/2014 | 44 |
| 3454 | Deer Management Co. LLC | $812M | Q2 2026 | 8/14/2026 | 9 |
| 3455 | Greenland Capital Management LP | $812M | Q2 2026 | 8/12/2026 | 296 |
| 3456 | KAVAR CAPITAL PARTNERS GROUP, LLC | $812M | Q2 2026 | 7/20/2026 | 204 |
| 3457 | COWEN INC. | $811M | Q1 2014 | 5/16/2014 | 192 |
| 3458 | Sloy Dahl & Holst, LLC | $811M | Q2 2026 | 8/13/2026 | 122 |
| 3459 | Affinity Capital Advisors, LLC | $810M | Q2 2026 | 7/8/2026 | 203 |
| 3460 | Abacus Planning Group, Inc. | $809M | Q2 2026 | 7/20/2026 | 259 |
| 3461 | Polianta Ltd | $809M | Q2 2026 | 7/8/2026 | 86 |
| 3462 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $809M | Q2 2026 | 8/5/2026 | 72 |
| 3463 | Capital Investment Counsel, LLC | $808M | Q2 2026 | 7/15/2026 | 156 |
| 3464 | EAGLE ROCK INVESTMENT COMPANY, LLC | $808M | Q2 2026 | 7/9/2026 | 156 |
| 3465 | NFSG Corp | $808M | Q2 2026 | 8/14/2026 | 1,245 |
| 3466 | Mechanics Bank Trust Department | $808M | Q2 2026 | 7/7/2026 | 211 |
| 3467 | ARQ WEALTH ADVISORS, LLC | $807M | Q2 2026 | 7/24/2026 | 209 |
| 3468 | Klaas Financial Asset Advisors, LLC | $803M | Q2 2026 | 7/15/2026 | 59 |
| 3469 | HILLHOUSE CAPITAL MANAGEMENT, LTD. | $803M | Q1 2014 | 5/15/2014 | 14 |
| 3470 | White Lighthouse Investment Management Inc. | $802M | Q2 2026 | 8/4/2026 | 151 |
| 3471 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $802M | Q2 2026 | 8/5/2026 | 716 |
| 3472 | TRUST DEPARTMENT MB FINANCIAL BANK N A | $802M | Q2 2014 | 8/1/2014 | 523 |
| 3473 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | $801M | Q1 2014 | 5/15/2014 | 64 |
| 3474 | Newtyn Management, LLC | $801M | Q2 2026 | 8/14/2026 | 34 |
| 3475 | LIBERTY WEALTH MANAGEMENT LLC | $800M | Q2 2026 | 8/5/2026 | 268 |
| 3476 | CORSAIR CAPITAL MANAGEMENT, L.P. | $800M | Q2 2026 | 8/14/2026 | 165 |
| 3477 | HORAN Wealth, LLC | $800M | Q2 2026 | 8/26/2026 | 217 |
| 3478 | Live Oak Private Wealth LLC | $800M | Q2 2026 | 7/20/2026 | 211 |
| 3479 | Redwood Investments, LLC | $800M | Q2 2014 | 7/30/2014 | 186 |
| 3480 | KINGSTOWN CAPITAL MANAGEMENT L.P. | $800M | Q1 2014 | 5/16/2014 | 21 |
| 3481 | JOHNSON & JOHNSON | $799M | Q2 2026 | 8/6/2026 | 15 |
| 3482 | Sandy Spring Bank | $799M | Q2 2014 | 8/6/2014 | 831 |
| 3483 | Suncoast Equity Management | $798M | Q2 2026 | 8/4/2026 | 63 |
| 3484 | TrueMark Investments, LLC | $798M | Q2 2026 | 7/22/2026 | 187 |
| 3485 | VSR Financial Services, Inc. | $798M | Q2 2014 | 8/5/2014 | 566 |
| 3486 | Garden Investment Management, L.P. | $798M | Q2 2026 | 8/14/2026 | 2 |
| 3487 | Quantum Capital Management, LLC / NJ | $798M | Q2 2026 | 8/11/2026 | 35 |
| 3488 | XY Planning Network, Inc. | $797M | Q2 2026 | 7/14/2026 | 340 |
| 3489 | Allied Investment Advisors, LLC | $797M | Q2 2026 | 7/20/2026 | 110 |
| 3490 | Emerald Advisors, LLC | $796M | Q2 2026 | 7/20/2026 | 130 |
| 3491 | Technology Crossover Management X, Ltd. | $795M | Q2 2026 | 8/7/2026 | 6 |
| 3492 | Harbor Advisors LLC | $795M | Q2 2026 | 7/28/2026 | 194 |
| 3493 | Bornite Capital Management LP | $795M | Q2 2026 | 8/13/2026 | 20 |
| 3494 | Cornerstone Planning Group LLC | $794M | Q2 2026 | 7/29/2026 | 1,867 |
| 3495 | DW Partners, LP | $794M | Q1 2014 | 5/15/2014 | 48 |
| 3496 | TSFG, LLC | $794M | Q2 2026 | 7/23/2026 | 891 |
| 3497 | Seilern Investment Management Ltd | $794M | Q2 2026 | 7/8/2026 | 24 |
| 3498 | RESOURCES MANAGEMENT CORP /CT/ /ADV | $794M | Q2 2026 | 8/14/2026 | 188 |
| 3499 | RAFFA WEALTH MANAGEMENT, LLC | $793M | Q2 2026 | 7/27/2026 | 1,591 |
| 3500 | Glen Eagle Advisors, LLC | $793M | Q2 2026 | 8/14/2026 | 1,087 |
| 3501 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $793M | Q2 2026 | 7/23/2026 | 105 |
| 3502 | CMT Asset Management Ltd | $793M | Q1 2014 | 5/15/2014 | 78 |
| 3503 | Golden Unicorn (BVI) Ltd | $792M | Q2 2026 | 8/14/2026 | 7 |
| 3504 | Kemnay Advisory Services Inc. | $791M | Q2 2026 | 8/14/2026 | 1,169 |
| 3505 | DIADEMA PARTNERS LP | $791M | Q2 2026 | 8/14/2026 | 149 |
| 3506 | Financial Solutions Advisory Group, Inc. | $791M | Q2 2026 | 7/13/2026 | 177 |
| 3507 | KPP Advisory Services LLC | $791M | Q2 2026 | 7/24/2026 | 362 |
| 3508 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $791M | Q2 2026 | 7/31/2026 | 140 |
| 3509 | Enclave Advisors LLC | $790M | Q2 2026 | 7/14/2026 | 133 |
| 3510 | Daiwa SB Investments Ltd. | $790M | Q2 2014 | 7/25/2014 | 120 |
| 3511 | Colonial Trust Co / SC | $790M | Q2 2026 | 8/11/2026 | 1,135 |
| 3512 | FIRST HAWAIIAN BANK | $790M | Q2 2026 | 7/13/2026 | 91 |
| 3513 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $790M | Q2 2026 | 8/13/2026 | 78 |
| 3514 | MARXE AUSTIN W & GREENHOUSE DAVID M | $789M | Q2 2014 | 8/8/2014 | 190 |
| 3515 | Wellington Shields Capital Management, LLC | $788M | Q2 2026 | 8/10/2026 | 334 |
| 3516 | IFC Advisors LLC | $788M | Q2 2026 | 8/5/2026 | 179 |
| 3517 | Arlington Financial Advisors, LLC | $787M | Q2 2026 | 7/22/2026 | 107 |
| 3518 | TOBIAS FINANCIAL ADVISORS, INC. | $787M | Q2 2026 | 8/25/2026 | 148 |
| 3519 | Thrive Wealth Management, LLC | $787M | Q2 2026 | 7/7/2026 | 260 |
| 3520 | Pasadena Private Wealth, LLC | $786M | Q2 2026 | 8/10/2026 | 309 |
| 3521 | Madison Wealth Partners, Inc | $786M | Q2 2026 | 8/12/2026 | 292 |
| 3522 | Gratus Wealth Advisors, LLC | $786M | Q2 2026 | 7/20/2026 | 138 |
| 3523 | Almanack Investment Partners, LLC. | $785M | Q2 2026 | 7/30/2026 | 321 |
| 3524 | Horizon Wealth Management, LLC | $785M | Q2 2026 | 8/6/2026 | 148 |
| 3525 | Harraden Circle Investments, LLC | $784M | Q2 2026 | 8/14/2026 | 236 |
| 3526 | 8VC Opportunities GP II, LLC | $784M | Q2 2026 | 8/14/2026 | 3 |
| 3527 | Hirzel Capital Management LLC | $784M | Q1 2014 | 5/15/2014 | 19 |
| 3528 | TT International Asset Management LTD | $783M | Q2 2026 | 7/7/2026 | 49 |
| 3529 | CFM WEALTH PARTNERS LLC | $783M | Q2 2026 | 8/7/2026 | 149 |
| 3530 | Topsail Wealth Management, LLC | $783M | Q2 2026 | 8/13/2026 | 297 |
| 3531 | Lee Financial Co | $783M | Q2 2026 | 7/22/2026 | 162 |
| 3532 | CHATHAM CAPITAL GROUP, INC. | $783M | Q2 2026 | 7/10/2026 | 200 |
| 3533 | Converium Capital Inc. | $783M | Q2 2026 | 8/14/2026 | 44 |
| 3534 | GLOBEFLEX CAPITAL L P | $783M | Q2 2026 | 8/12/2026 | 394 |
| 3535 | ROTHSCHILD INVESTMENT LLC /IL | $782M | Q2 2014 | 7/24/2014 | 420 |
| 3536 | Longbow Finance SA | $782M | Q2 2026 | 7/29/2026 | 59 |
| 3537 | Summit Financial Wealth Advisors, LLC | $782M | Q2 2026 | 7/15/2026 | 225 |
| 3538 | WEXFORD CAPITAL LP | $782M | Q2 2026 | 8/14/2026 | 223 |
| 3539 | LAFFER TENGLER INVESTMENTS, INC. | $782M | Q2 2026 | 7/21/2026 | 179 |
| 3540 | Hudock, Inc. | $781M | Q2 2026 | 7/31/2026 | 217 |
| 3541 | Asio Capital, LLC | $781M | Q2 2026 | 7/17/2026 | 109 |
| 3542 | Qsemble Capital Management, LP | $781M | Q2 2026 | 8/3/2026 | 371 |
| 3543 | Summit Asset Management, LLC | $780M | Q2 2026 | 8/6/2026 | 183 |
| 3544 | North Growth Management Ltd. | $780M | Q2 2026 | 7/21/2026 | 48 |
| 3545 | PenderFund Capital Management Ltd. | $780M | Q2 2026 | 8/14/2026 | 231 |
| 3546 | Alpine Bank Wealth Management | $779M | Q2 2026 | 8/7/2026 | 404 |
| 3547 | Marquette Asset Management, LLC | $779M | Q2 2026 | 7/9/2026 | 831 |
| 3548 | Northstar Group, Inc. | $777M | Q2 2026 | 8/3/2026 | 168 |
| 3549 | SilverOak Wealth Management LLC | $777M | Q2 2026 | 7/29/2026 | 126 |
| 3550 | AFFINITY WEALTH MANAGEMENT LLC | $776M | Q2 2026 | 7/22/2026 | 113 |
| 3551 | Round Rock Advisors LLC | $776M | Q2 2026 | 8/12/2026 | 318 |
| 3552 | Trifecta Capital Advisors, LLC | $776M | Q2 2026 | 8/3/2026 | 493 |
| 3553 | Ally Financial Inc. | $775M | Q2 2026 | 8/13/2026 | 131 |
| 3554 | BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | $775M | Q2 2014 | 7/11/2014 | 187 |
| 3555 | HOEY INVESTMENTS, INC | $774M | Q2 2026 | 7/27/2026 | 458 |
| 3556 | Covington Investment Advisors Inc. | $774M | Q2 2026 | 8/13/2026 | 73 |
| 3557 | Pembroke Management, LTD | $774M | Q2 2026 | 8/13/2026 | 100 |
| 3558 | CIM, LLC | $773M | Q2 2026 | 8/13/2026 | 171 |
| 3559 | Glendon Capital Management LP | $773M | Q2 2026 | 8/12/2026 | 26 |
| 3560 | CIGNA INVESTMENTS INC /NEW | $773M | Q2 2026 | 7/21/2026 | 484 |
| 3561 | Crow Point Partners, LLC | $772M | Q1 2014 | 5/27/2014 | 243 |
| 3562 | Human Investing LLC | $771M | Q2 2026 | 7/21/2026 | 137 |
| 3563 | FJ Capital Management LLC | $770M | Q2 2026 | 8/14/2026 | 121 |
| 3564 | B & T Capital Management DBA Alpha Capital Management | $770M | Q2 2026 | 8/7/2026 | 129 |
| 3565 | XXEC, Inc. | $770M | Q2 2026 | 8/17/2026 | 23 |
| 3566 | South Street Advisors LLC | $769M | Q2 2026 | 8/5/2026 | 84 |
| 3567 | Manchester Capital Management LLC | $768M | Q2 2026 | 8/13/2026 | 1,313 |
| 3568 | SADOFF INVESTMENT MANAGEMENT LLC | $768M | Q2 2014 | 7/28/2014 | 52 |
| 3569 | ARKANSAS FINANCIAL GROUP, INC. | $768M | Q2 2026 | 7/20/2026 | 97 |
| 3570 | CAMDEN NATIONAL BANK | $767M | Q2 2026 | 7/31/2026 | 184 |
| 3571 | Strategic Point Investment Advisors, LLC | $767M | Q2 2026 | 7/8/2026 | 36 |
| 3572 | Tyrian Investments, L.P. | $767M | Q1 2014 | 5/14/2014 | 19 |
| 3573 | Nexus Investment Management ULC | $767M | Q2 2026 | 7/20/2026 | 72 |
| 3574 | Albar Capital Partners LLP | $767M | Q2 2026 | 8/14/2026 | 38 |
| 3575 | SPHERA FUNDS MANAGEMENT LTD. | $767M | Q2 2026 | 8/14/2026 | 105 |
| 3576 | Independent Solutions Wealth Management, LLC | $766M | Q2 2026 | 7/29/2026 | 194 |
| 3577 | Arvin Capital Management LP | $766M | Q2 2026 | 8/13/2026 | 51 |
| 3578 | Crews Bank & Trust | $766M | Q2 2026 | 7/16/2026 | 662 |
| 3579 | Stux Capital Management, LLC | $766M | Q2 2014 | 7/14/2014 | 444 |
| 3580 | Hendershot Investments Inc. | $766M | Q2 2026 | 8/12/2026 | 134 |
| 3581 | NetEase, Inc. | $765M | Q2 2026 | 8/13/2026 | 2 |
| 3582 | Clearstead Trust, LLC | $765M | Q2 2026 | 8/6/2026 | 970 |
| 3583 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $765M | Q2 2026 | 8/11/2026 | 133 |
| 3584 | JBF Capital, Inc. | $764M | Q2 2026 | 8/13/2026 | 100 |
| 3585 | United Capital Management of KS, Inc. | $763M | Q2 2026 | 8/5/2026 | 98 |
| 3586 | ESSEX INVESTMENT MANAGEMENT CO LLC | $763M | Q2 2026 | 8/6/2026 | 306 |
| 3587 | Country Club Trust Company, n.a. | $763M | Q2 2014 | 7/15/2014 | 223 |
| 3588 | Kelman-Lazarov, Inc. | $763M | Q2 2026 | 8/10/2026 | 154 |
| 3589 | ADAMS NATURAL RESOURCES FUND, INC. | $763M | Q2 2026 | 7/22/2026 | 51 |
| 3590 | SENTINEL PENSION ADVISORS, LLC | $762M | Q2 2026 | 7/23/2026 | 147 |
| 3591 | Ironwood Investment Counsel, LLC | $762M | Q2 2026 | 8/5/2026 | 269 |
| 3592 | Gibbs Wealth Management | $762M | Q1 2026 | 5/13/2026 | 433 |
| 3593 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $762M | Q2 2026 | 7/24/2026 | 246 |
| 3594 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $762M | Q2 2026 | 8/13/2026 | 303 |
| 3595 | Westside Investment Management, Inc. | $761M | Q2 2026 | 7/27/2026 | 1,803 |
| 3596 | Biltmore Family Office, LLC | $761M | Q2 2026 | 8/12/2026 | 333 |
| 3597 | DEAN INVESTMENT ASSOCIATES, LLC | $761M | Q2 2026 | 8/14/2026 | 193 |
| 3598 | Horst & Graben Wealth Management LLC | $760M | Q2 2026 | 7/22/2026 | 205 |
| 3599 | FOURPATH CAPITAL MANAGEMENT, LLC | $760M | Q2 2026 | 7/22/2026 | 229 |
| 3600 | Keating Financial Advisory Services, Inc. | $760M | Q2 2026 | 8/11/2026 | 2,608 |