Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3601 | Capital Planning Advisors, LLC | $692M | Q1 2026 | 5/14/2026 | 146 |
| 3602 | First Horizon Advisors, Inc. | $691M | Q2 2014 | 8/7/2014 | 1,909 |
| 3603 | South Street Advisors LLC | $690M | Q1 2026 | 5/13/2026 | 83 |
| 3604 | WEXFORD CAPITAL LP | $690M | Q1 2026 | 5/15/2026 | 164 |
| 3605 | SEVEN LOCKS CAPITAL MANAGEMENT LP | $690M | Q1 2014 | 5/14/2014 | 32 |
| 3606 | CHICAGO TRUST Co NA | $690M | Q2 2026 | 7/16/2026 | 382 |
| 3607 | Warwick Investment Management, Inc. | $690M | Q1 2026 | 5/11/2026 | 137 |
| 3608 | LARCH CAPITAL PARTNERS LLC | $690M | Q1 2026 | 5/15/2026 | 53 |
| 3609 | SOUTHERNSUN ASSET MANAGEMENT, LLC | $690M | Q1 2026 | 5/13/2026 | 31 |
| 3610 | B & T Capital Management DBA Alpha Capital Management | $690M | Q1 2026 | 5/13/2026 | 115 |
| 3611 | Matrix Trust Co | $690M | Q2 2026 | 7/9/2026 | 101 |
| 3612 | Boston Standard Wealth Management, LLC | $689M | Q2 2026 | 7/6/2026 | 59 |
| 3613 | PLATINUM PARAMOUNT INVESTMENT LTD. | $689M | Q1 2026 | 5/14/2026 | 2 |
| 3614 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $689M | Q1 2026 | 5/13/2026 | 134 |
| 3615 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $689M | Q1 2026 | 4/17/2026 | 87 |
| 3616 | KPP Advisory Services LLC | $689M | Q1 2026 | 4/24/2026 | 349 |
| 3617 | First Allied Asset Management, Inc. | $689M | Q1 2014 | 5/14/2014 | 170 |
| 3618 | Lebenthal Global Advisors, LLC | $688M | Q1 2026 | 5/14/2026 | 192 |
| 3619 | Alpine Bank Wealth Management | $688M | Q1 2026 | 4/21/2026 | 161 |
| 3620 | Maridea Wealth Management LLC | $688M | Q1 2026 | 4/21/2026 | 454 |
| 3621 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $687M | Q1 2026 | 5/7/2026 | 301 |
| 3622 | Encompass More Asset Management | $687M | Q2 2026 | 7/14/2026 | 283 |
| 3623 | LAUREL OAK WEALTH MANAGEMENT, LLC | $687M | Q2 2026 | 7/21/2026 | 383 |
| 3624 | Community Financial Services Group, LLC | $686M | Q2 2026 | 7/9/2026 | 532 |
| 3625 | Marshall Financial Group, LLC | $686M | Q2 2026 | 7/17/2026 | 311 |
| 3626 | Estabrook Capital Management | $685M | Q1 2026 | 5/14/2026 | 380 |
| 3627 | HUDSON EDGE INVESTMENT PARTNERS INC. | $684M | Q1 2026 | 4/27/2026 | 101 |
| 3628 | Hexagon Capital Partners LLC | $683M | Q1 2026 | 5/4/2026 | 252 |
| 3629 | Horizon Wealth Management, LLC | $682M | Q1 2026 | 4/24/2026 | 137 |
| 3630 | Drexel Morgan & Co. | $682M | Q1 2026 | 5/11/2026 | 60 |
| 3631 | TORRAY INVESTMENT PARTNERS LLC | $682M | Q1 2026 | 5/1/2026 | 88 |
| 3632 | WILSEY ASSET MANAGEMENT INC | $681M | Q2 2026 | 7/8/2026 | 28 |
| 3633 | Well Done, LLC | $681M | Q1 2026 | 4/14/2026 | 197 |
| 3634 | Night Squared LP | $681M | Q1 2026 | 5/15/2026 | 72 |
| 3635 | Covington Investment Advisors Inc. | $680M | Q1 2026 | 5/12/2026 | 74 |
| 3636 | CLEARLAKE CAPITAL GROUP, L.P. | $680M | Q1 2026 | 5/15/2026 | 6 |
| 3637 | Oliver Luxxe Assets LLC | $680M | Q2 2026 | 7/9/2026 | 199 |
| 3638 | First Bank & Trust | $680M | Q2 2026 | 7/9/2026 | 270 |
| 3639 | Citizens National Bank Trust Department | $680M | Q2 2026 | 7/22/2026 | 381 |
| 3640 | Hudock, Inc. | $680M | Q1 2026 | 5/13/2026 | 200 |
| 3641 | Spectrum Financial Alliance Ltd LLC | $679M | Q2 2026 | 7/22/2026 | 31 |
| 3642 | BOURGEON CAPITAL MANAGEMENT LLC | $679M | Q2 2026 | 7/22/2026 | 104 |
| 3643 | Independent Solutions Wealth Management, LLC | $679M | Q1 2026 | 4/27/2026 | 185 |
| 3644 | Advisors Preferred, LLC | $679M | Q1 2026 | 5/5/2026 | 215 |
| 3645 | MAK CAPITAL ONE LLC | $679M | Q1 2026 | 5/15/2026 | 22 |
| 3646 | Ripple Effect Asset Management LP | $679M | Q1 2026 | 5/14/2026 | 24 |
| 3647 | DAIDO LIFE INSURANCE CO | $678M | Q1 2026 | 5/7/2026 | 6 |
| 3648 | Topsail Wealth Management, LLC | $678M | Q1 2026 | 4/21/2026 | 294 |
| 3649 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $678M | Q1 2026 | 4/24/2026 | 283 |
| 3650 | ARCH Venture Management, LLC | $677M | Q1 2026 | 5/15/2026 | 10 |
| 3651 | DELTEC ASSET MANAGEMENT LLC | $677M | Q2 2026 | 7/21/2026 | 264 |
| 3652 | Noked Israel Ltd | $677M | Q1 2026 | 5/14/2026 | 13 |
| 3653 | WealthTrust Fairport, LLC | $676M | Q2 2014 | 8/8/2014 | 370 |
| 3654 | SENTINEL PENSION ADVISORS, LLC | $676M | Q1 2026 | 4/16/2026 | 137 |
| 3655 | JBF Capital, Inc. | $676M | Q1 2026 | 5/8/2026 | 123 |
| 3656 | NOESIS CAPITAL MANGEMENT CORP | $676M | Q1 2026 | 5/5/2026 | 125 |
| 3657 | Blueprint Financial Advisors LLC | $675M | Q1 2026 | 5/11/2026 | 100 |
| 3658 | Dream Peak Capital Ltd | $675M | Q1 2026 | 5/13/2026 | 6 |
| 3659 | REDWOOD CAPITAL MANAGEMENT, LLC | $674M | Q1 2026 | 5/15/2026 | 22 |
| 3660 | GABELLI & Co INVESTMENT ADVISERS, INC. | $674M | Q1 2026 | 5/14/2026 | 297 |
| 3661 | Tiger Eye Capital LLC | $674M | Q1 2014 | 5/14/2014 | 41 |
| 3662 | ORRSTOWN FINANCIAL SERVICES INC | $674M | Q2 2026 | 7/10/2026 | 118 |
| 3663 | CORSAIR CAPITAL MANAGEMENT, L.P. | $673M | Q1 2026 | 5/15/2026 | 151 |
| 3664 | Columbus Hill Capital Management, L.P. | $673M | Q1 2026 | 5/13/2026 | 24 |
| 3665 | Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | $672M | Q1 2026 | 4/30/2026 | 28 |
| 3666 | Morton Capital Management LLC/CA | $672M | Q1 2026 | 4/21/2026 | 139 |
| 3667 | Wood Investment Counsel LLC | $672M | Q2 2014 | 7/25/2014 | 79 |
| 3668 | Consonance Capital Management LP | $672M | Q1 2014 | 5/15/2014 | 27 |
| 3669 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $671M | Q2 2026 | 7/20/2026 | 197 |
| 3670 | S-Bank Fund Management Ltd | $671M | Q1 2026 | 5/11/2026 | 178 |
| 3671 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $671M | Q1 2026 | 5/7/2026 | 59 |
| 3672 | Armbruster Capital Management, Inc. | $671M | Q2 2026 | 7/16/2026 | 125 |
| 3673 | LONESTAR CAPITAL MANAGEMENT LLC | $671M | Q1 2026 | 5/15/2026 | 32 |
| 3674 | SUMMIT PARTNERS L P | $670M | Q1 2026 | 5/8/2026 | 7 |
| 3675 | FOUNDERS CAPITAL MANAGEMENT, LLC | $670M | Q2 2026 | 7/20/2026 | 79 |
| 3676 | ALLEN OPERATIONS LLC | $670M | Q1 2026 | 5/7/2026 | 35 |
| 3677 | Verum Partners LLC | $669M | Q2 2026 | 7/22/2026 | 202 |
| 3678 | Montecito Bank & Trust | $668M | Q2 2026 | 7/15/2026 | 271 |
| 3679 | Alpine Global Management, LLC | $668M | Q1 2026 | 5/15/2026 | 226 |
| 3680 | 1st Global Advisors, Inc. | $668M | Q2 2014 | 7/10/2014 | 441 |
| 3681 | 3I INVESTMENTS PLC | $668M | Q2 2014 | 8/6/2014 | 2 |
| 3682 | IDG-Accel China Capital II Associates L.P. | $667M | Q1 2026 | 5/1/2026 | 1 |
| 3683 | TSG Advice Partners, LLC | $667M | Q1 2026 | 4/24/2026 | 135 |
| 3684 | CFM WEALTH PARTNERS LLC | $667M | Q1 2026 | 4/21/2026 | 143 |
| 3685 | PERRYMAN FINANCIAL ADVISORY INC /AD | $667M | Q1 2026 | 4/29/2026 | 175 |
| 3686 | STEGINSKY CAPITAL LLC | $666M | Q2 2026 | 7/9/2026 | 8 |
| 3687 | Wellington Shields Capital Management, LLC | $666M | Q1 2026 | 5/4/2026 | 325 |
| 3688 | Bain Capital Prairie, LLC | $666M | Q1 2026 | 5/15/2026 | 1 |
| 3689 | ADVOCATE GROUP LLC | $665M | Q2 2026 | 7/17/2026 | 122 |
| 3690 | Advisory Resource Group | $665M | Q2 2026 | 7/14/2026 | 183 |
| 3691 | MainStreet Investment Advisors LLC | $665M | Q1 2026 | 5/11/2026 | 158 |
| 3692 | San Luis Wealth Advisors LLC | $664M | Q2 2026 | 7/16/2026 | 187 |
| 3693 | Centre Asset Management, LLC | $664M | Q2 2014 | 7/7/2014 | 86 |
| 3694 | SAWGRASS ASSET MANAGEMENT LLC | $664M | Q1 2026 | 5/1/2026 | 193 |
| 3695 | Pacific Capital Wealth Advisors, Inc. | $663M | Q2 2026 | 7/9/2026 | 92 |
| 3696 | SC&H Financial Advisors, Inc. | $663M | Q1 2026 | 4/22/2026 | 155 |
| 3697 | DUDLEY & SHANLEY, INC. | $662M | Q2 2026 | 7/9/2026 | 37 |
| 3698 | Artemis Wealth Advisors, LLC | $662M | Q1 2026 | 5/14/2026 | 45 |
| 3699 | Fulcrum Asset Management LLP | $662M | Q1 2026 | 5/14/2026 | 220 |
| 3700 | Factor Wealth Management LTD | $661M | Q2 2026 | 7/7/2026 | 170 |
| 3701 | BLOOM TREE PARTNERS, LLC | $661M | Q1 2014 | 5/15/2014 | 27 |
| 3702 | Decheng Capital LLC | $661M | Q1 2026 | 5/13/2026 | 14 |
| 3703 | GLOBEFLEX CAPITAL L P | $661M | Q1 2026 | 5/13/2026 | 387 |
| 3704 | Heritage Investment Group, Inc. | $661M | Q1 2026 | 5/1/2026 | 123 |
| 3705 | REGATTA CAPITAL GROUP, LLC | $661M | Q1 2026 | 4/15/2026 | 215 |
| 3706 | Freemont Management S.A. | $661M | Q1 2026 | 5/6/2026 | 136 |
| 3707 | Arosa Capital Management LP | $660M | Q1 2026 | 5/15/2026 | 68 |
| 3708 | United Capital Management of KS, Inc. | $660M | Q1 2026 | 5/11/2026 | 111 |
| 3709 | NORTH AMERICAN MANAGEMENT CORP | $660M | Q2 2014 | 7/23/2014 | 144 |
| 3710 | Platte River Capital LLC | $660M | Q2 2014 | 7/29/2014 | 201 |
| 3711 | Chandler Asset Management, Inc. | $659M | Q1 2026 | 5/14/2026 | 23 |
| 3712 | Parker Investment Management, LLC | $659M | Q1 2026 | 5/13/2026 | 40 |
| 3713 | MinichMacGregor Wealth Management, LLC | $659M | Q2 2026 | 7/16/2026 | 150 |
| 3714 | TSFG, LLC | $659M | Q1 2026 | 4/27/2026 | 866 |
| 3715 | West Financial Advisors, LLC | $659M | Q2 2026 | 7/8/2026 | 224 |
| 3716 | BLUE ARROW CAPITAL MANAGEMENT LLC | $658M | Q1 2014 | 5/15/2014 | 121 |
| 3717 | Allen Mooney & Barnes Investment Advisors LLC | $658M | Q2 2026 | 7/13/2026 | 152 |
| 3718 | Simply Money Advisors | $658M | Q2 2014 | 7/17/2014 | 21 |
| 3719 | Virtue Capital Management, LLC | $657M | Q1 2026 | 5/7/2026 | 323 |
| 3720 | Alpha Omega Wealth Management LLC | $657M | Q2 2026 | 7/20/2026 | 208 |
| 3721 | Ritter Daniher Financial Advisory LLC / DE | $657M | Q2 2026 | 7/14/2026 | 602 |
| 3722 | CFO4Life Group, LLC | $656M | Q1 2026 | 5/11/2026 | 210 |
| 3723 | BWCP, LP | $656M | Q1 2026 | 5/12/2026 | 27 |
| 3724 | CMH Wealth Management LLC | $655M | Q2 2026 | 7/9/2026 | 117 |
| 3725 | Clear Trail Advisors, LLC | $655M | Q2 2026 | 7/21/2026 | 161 |
| 3726 | Diversify Advisory Services, LLC | $655M | Q1 2026 | 5/1/2026 | 210 |
| 3727 | WPWealth LLP | $654M | Q1 2026 | 5/11/2026 | 97 |
| 3728 | General Pension Society PZU Joint Stock Co | $654M | Q1 2026 | 4/27/2026 | 15 |
| 3729 | Palo Alto Investors LP | $654M | Q1 2026 | 5/15/2026 | 51 |
| 3730 | Round Rock Advisors LLC | $654M | Q1 2026 | 5/15/2026 | 318 |
| 3731 | FINANCIAL MANAGEMENT NETWORK INC | $653M | Q1 2026 | 4/16/2026 | 191 |
| 3732 | Westside Investment Management, Inc. | $653M | Q1 2026 | 5/4/2026 | 1,833 |
| 3733 | Alibaba Group Holding Ltd | $653M | Q1 2026 | 5/15/2026 | 2 |
| 3734 | JOHNSON & JOHNSON | $652M | Q1 2026 | 5/13/2026 | 16 |
| 3735 | BANK HAPOALIM BM | $652M | Q1 2026 | 5/4/2026 | 115 |
| 3736 | PRESILIUM PRIVATE WEALTH, LLC | $651M | Q2 2026 | 7/22/2026 | 96 |
| 3737 | Gibraltar Capital Management, Inc. | $650M | Q2 2026 | 7/20/2026 | 125 |
| 3738 | Hamilton Point Investment Advisors, LLC | $649M | Q1 2026 | 5/6/2026 | 186 |
| 3739 | Perennial Advisors, LLC | $649M | Q2 2026 | 7/13/2026 | 138 |
| 3740 | STEVENS CAPITAL MANAGEMENT LP | $649M | Q1 2026 | 5/11/2026 | 222 |
| 3741 | Carrera Capital Advisors | $649M | Q1 2026 | 5/4/2026 | 188 |
| 3742 | WMS Partners, LLC | $649M | Q2 2014 | 8/11/2014 | 240 |
| 3743 | Graticule Asia Macro Advisors LLC | $649M | Q1 2026 | 5/11/2026 | 2 |
| 3744 | Tyche Wealth Partners LLC | $648M | Q1 2026 | 5/6/2026 | 347 |
| 3745 | APIS CAPITAL ADVISORS, LLC | $648M | Q1 2026 | 5/15/2026 | 52 |
| 3746 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $648M | Q1 2026 | 5/7/2026 | 134 |
| 3747 | Rather & Kittrell, Inc. | $648M | Q1 2026 | 5/12/2026 | 113 |
| 3748 | Primavera Capital Management Ltd | $648M | Q1 2026 | 5/15/2026 | 3 |
| 3749 | INSPIRE TRUST CO, N.A. | $648M | Q1 2026 | 5/11/2026 | 106 |
| 3750 | Ignite Planners, LLC | $648M | Q1 2026 | 4/17/2026 | 393 |
| 3751 | Huber Capital Management LLC | $647M | Q1 2026 | 5/12/2026 | 99 |
| 3752 | Quadrant Private Wealth Management, LLC | $646M | Q1 2026 | 5/6/2026 | 282 |
| 3753 | SageGuard Financial Group, LLC | $646M | Q1 2026 | 4/23/2026 | 196 |
| 3754 | Trifecta Capital Advisors, LLC | $646M | Q1 2026 | 5/1/2026 | 274 |
| 3755 | Legacy Financial Strategies, LLC | $646M | Q2 2026 | 7/21/2026 | 152 |
| 3756 | CAT ROCK CAPITAL MANAGEMENT LP | $644M | Q1 2026 | 5/15/2026 | 14 |
| 3757 | Permanent Capital Management, LP | $643M | Q1 2026 | 5/14/2026 | 155 |
| 3758 | OSLO PENSJONSFORSIKRING AS | $643M | Q1 2026 | 5/8/2026 | 452 |
| 3759 | GARNET EQUITY CAPITAL HOLDINGS, INC. | $642M | Q1 2026 | 5/15/2026 | 22 |
| 3760 | GenWealth Group, Inc. | $642M | Q2 2026 | 7/10/2026 | 89 |
| 3761 | BANK OF THE WEST | $642M | Q2 2014 | 7/30/2014 | 251 |
| 3762 | Towercrest Capital Management | $642M | Q1 2026 | 5/1/2026 | 103 |
| 3763 | Alta Park Capital, LP | $642M | Q1 2026 | 5/15/2026 | 25 |
| 3764 | QCI ASSET MANAGEMENT INC/NY | $642M | Q2 2014 | 8/5/2014 | 559 |
| 3765 | Capricorn Fund Managers Ltd | $641M | Q1 2026 | 4/24/2026 | 114 |
| 3766 | ROBOTTI ROBERT | $641M | Q1 2026 | 5/13/2026 | 59 |
| 3767 | Wealth High Governance Asset Management Ltda. | $641M | Q1 2026 | 7/8/2026 | 51 |
| 3768 | FIRST MIDWEST BANK TRUST DIVISION | $641M | Q2 2014 | 7/24/2014 | 431 |
| 3769 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $640M | Q1 2014 | 5/15/2014 | 224 |
| 3770 | SevenBridge Financial Group, LLC | $640M | Q1 2026 | 4/23/2026 | 202 |
| 3771 | Stamos Capital Partners, L.P. | $640M | Q1 2026 | 5/13/2026 | 142 |
| 3772 | Bell Investment Advisors, Inc | $639M | Q1 2026 | 4/17/2026 | 1,860 |
| 3773 | Ironwood Financial, llc | $639M | Q2 2026 | 7/17/2026 | 179 |
| 3774 | PenderFund Capital Management Ltd. | $639M | Q1 2026 | 5/15/2026 | 253 |
| 3775 | Scott Capital Advisors, LLC | $639M | Q2 2026 | 7/10/2026 | 66 |
| 3776 | Global Wealth Management Investment Advisory, Inc. | $638M | Q1 2026 | 5/1/2026 | 158 |
| 3777 | St. James Investment Company, LLC | $638M | Q1 2026 | 5/14/2026 | 22 |
| 3778 | BEARING POINT CAPITAL, LLC | $638M | Q1 2026 | 5/7/2026 | 166 |
| 3779 | Kultura Capital Management LP | $638M | Q1 2026 | 5/15/2026 | 53 |
| 3780 | Pembroke Management, LTD | $637M | Q2 2026 | 7/22/2026 | 78 |
| 3781 | Grey Fox Wealth Advisors, LLC | $637M | Q2 2026 | 7/17/2026 | 202 |
| 3782 | FARMERS TRUST CO | $637M | Q1 2026 | 4/7/2026 | 203 |
| 3783 | Sky Investment Group LLC | $637M | Q2 2026 | 7/20/2026 | 146 |
| 3784 | Phocas Financial Corp. | $637M | Q1 2026 | 4/30/2026 | 155 |
| 3785 | Woodson Capital Management, LP | $636M | Q1 2026 | 5/15/2026 | 31 |
| 3786 | MILESTONE ASSET MANAGEMENT, LLC | $636M | Q2 2026 | 7/15/2026 | 262 |
| 3787 | Martel Wealth Advisors LLC | $636M | Q2 2026 | 7/13/2026 | 61 |
| 3788 | Pacific Sage Partners, LLC | $636M | Q1 2026 | 4/21/2026 | 121 |
| 3789 | Affinity Partners GP LP | $635M | Q1 2026 | 5/12/2026 | 1 |
| 3790 | SFE Investment Counsel | $635M | Q1 2026 | 5/1/2026 | 143 |
| 3791 | DUBUQUE BANK & TRUST CO | $634M | Q2 2014 | 8/11/2014 | 596 |
| 3792 | Arini Captial Management Ltd | $634M | Q1 2026 | 5/15/2026 | 6 |
| 3793 | Mariner Wealth Advisors-Cincinnati, LLC | $634M | Q2 2014 | 7/18/2014 | 150 |
| 3794 | Lynx1 Capital Management LP | $633M | Q1 2026 | 5/1/2026 | 23 |
| 3795 | Portfolio Solutions, LLC | $633M | Q2 2014 | 7/9/2014 | 6 |
| 3796 | SilverOak Wealth Management LLC | $632M | Q1 2026 | 4/29/2026 | 121 |
| 3797 | KMS FINANCIAL SERVICES, INC | $632M | Q1 2014 | 8/8/2014 | 532 |
| 3798 | Rollins Financial Advisors, LLC | $632M | Q1 2026 | 5/5/2026 | 158 |
| 3799 | Drucker Wealth 3.0, LLC | $632M | Q2 2026 | 7/13/2026 | 289 |
| 3800 | WFM ASIA (BVI) Ltd | $632M | Q1 2026 | 5/12/2026 | 6 |