Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3601 | Maridea Wealth Management LLC | $666M | Q4 2025 | 1/8/2026 | 402 |
| 3602 | Harbor Advisors LLC | $666M | Q4 2025 | 1/30/2026 | 193 |
| 3603 | GABELLI & Co INVESTMENT ADVISERS, INC. | $666M | Q4 2025 | 2/5/2026 | 279 |
| 3604 | Round Rock Advisors LLC | $665M | Q4 2025 | 1/27/2026 | 324 |
| 3605 | Allen Mooney & Barnes Investment Advisors LLC | $665M | Q4 2025 | 1/21/2026 | 162 |
| 3606 | Foresight Group Ltd Liability Partnership | $664M | Q4 2025 | 2/17/2026 | 58 |
| 3607 | Centre Asset Management, LLC | $664M | Q2 2014 | 7/7/2014 | 86 |
| 3608 | MATAURO, LLC | $664M | Q4 2025 | 1/16/2026 | 150 |
| 3609 | Cohen Capital Management, Inc. | $664M | Q4 2025 | 1/20/2026 | 150 |
| 3610 | Kemnay Advisory Services Inc. | $663M | Q4 2025 | 2/17/2026 | 862 |
| 3611 | Horst & Graben Wealth Management LLC | $663M | Q4 2025 | 1/27/2026 | 179 |
| 3612 | REGATTA CAPITAL GROUP, LLC | $662M | Q4 2025 | 1/13/2026 | 211 |
| 3613 | Crane Advisory, LLC | $661M | Q4 2025 | 1/15/2026 | 52 |
| 3614 | BLOOM TREE PARTNERS, LLC | $661M | Q1 2014 | 5/15/2014 | 27 |
| 3615 | Insight Advisors, LLC/ PA | $661M | Q4 2025 | 2/11/2026 | 283 |
| 3616 | NORTH AMERICAN MANAGEMENT CORP | $660M | Q2 2014 | 7/23/2014 | 144 |
| 3617 | Platte River Capital LLC | $660M | Q2 2014 | 7/29/2014 | 201 |
| 3618 | ADAMS NATURAL RESOURCES FUND, INC. | $659M | Q4 2025 | 2/13/2026 | 55 |
| 3619 | BLUE ARROW CAPITAL MANAGEMENT LLC | $658M | Q1 2014 | 5/15/2014 | 121 |
| 3620 | LAFFER TENGLER INVESTMENTS, INC. | $658M | Q4 2025 | 2/12/2026 | 181 |
| 3621 | Hamilton Point Investment Advisors, LLC | $658M | Q4 2025 | 2/12/2026 | 190 |
| 3622 | Simply Money Advisors | $658M | Q2 2014 | 7/17/2014 | 21 |
| 3623 | Primavera Capital Management Ltd | $657M | Q4 2025 | 2/13/2026 | 3 |
| 3624 | Heritage Investment Group, Inc. | $657M | Q4 2025 | 1/30/2026 | 127 |
| 3625 | Oliver Luxxe Assets LLC | $657M | Q4 2025 | 1/8/2026 | 189 |
| 3626 | DSG Capital Advisors, LLC | $656M | Q4 2025 | 1/27/2026 | 119 |
| 3627 | LJI Wealth Management, LLC | $656M | Q4 2025 | 2/3/2026 | 190 |
| 3628 | ESSEX INVESTMENT MANAGEMENT CO LLC | $656M | Q4 2025 | 2/13/2026 | 306 |
| 3629 | Blueprint Financial Advisors LLC | $655M | Q4 2025 | 2/13/2026 | 98 |
| 3630 | FTV Management Company, L.P. | $655M | Q4 2025 | 2/17/2026 | 2 |
| 3631 | TSG Advice Partners, LLC | $655M | Q4 2025 | 2/17/2026 | 116 |
| 3632 | GENERAL ELECTRIC CO | $655M | Q4 2025 | 2/5/2026 | 2 |
| 3633 | Ignite Planners, LLC | $654M | Q4 2025 | 2/6/2026 | 405 |
| 3634 | GLOBEFLEX CAPITAL L P | $653M | Q4 2025 | 2/11/2026 | 400 |
| 3635 | Turiya Advisors Asia Ltd | $653M | Q4 2025 | 2/12/2026 | 5 |
| 3636 | SFE Investment Counsel | $653M | Q4 2025 | 2/5/2026 | 146 |
| 3637 | SIERRA SUMMIT ADVISORS LLC | $652M | Q4 2025 | 2/6/2026 | 171 |
| 3638 | SCOGGIN MANAGEMENT LP | $652M | Q4 2025 | 2/17/2026 | 60 |
| 3639 | ARCH Venture Management, LLC | $652M | Q4 2025 | 2/17/2026 | 9 |
| 3640 | Morton Capital Management LLC/CA | $651M | Q4 2025 | 2/3/2026 | 134 |
| 3641 | SENTINEL PENSION ADVISORS, LLC | $651M | Q4 2025 | 1/12/2026 | 131 |
| 3642 | DUMAC, INC. | $651M | Q4 2025 | 2/10/2026 | 10 |
| 3643 | HORAN Wealth, LLC | $651M | Q4 2025 | 2/4/2026 | 178 |
| 3644 | GLADE BROOK CAPITAL PARTNERS LLC | $650M | Q1 2014 | 5/15/2014 | 31 |
| 3645 | LIGHT STREET CAPITAL MANAGEMENT, LLC | $650M | Q4 2025 | 2/17/2026 | 24 |
| 3646 | Polunin Capital Partners Ltd | $649M | Q4 2025 | 1/20/2026 | 24 |
| 3647 | Warwick Investment Management, Inc. | $649M | Q4 2025 | 1/15/2026 | 149 |
| 3648 | Virtue Capital Management, LLC | $649M | Q4 2025 | 2/18/2026 | 308 |
| 3649 | WMS Partners, LLC | $649M | Q2 2014 | 8/11/2014 | 240 |
| 3650 | CADINHA & CO LLC | $648M | Q4 2025 | 1/28/2026 | 103 |
| 3651 | Lebenthal Global Advisors, LLC | $648M | Q4 2025 | 1/28/2026 | 183 |
| 3652 | FOX RUN MANAGEMENT, L.L.C. | $648M | Q4 2025 | 2/11/2026 | 867 |
| 3653 | Strategic Global Advisors, LLC | $647M | Q4 2025 | 2/13/2026 | 137 |
| 3654 | Allied Investment Advisors, LLC | $647M | Q4 2025 | 2/9/2026 | 102 |
| 3655 | CENTRAL BANK & TRUST CO | $647M | Q4 2025 | 1/9/2026 | 179 |
| 3656 | SC&H Financial Advisors, Inc. | $646M | Q4 2025 | 1/21/2026 | 159 |
| 3657 | Foguth Wealth Management, LLC. | $645M | Q4 2025 | 1/5/2026 | 175 |
| 3658 | Beacon Capital Management, LLC | $645M | Q4 2025 | 2/13/2026 | 158 |
| 3659 | Blue Fin Capital, Inc. | $645M | Q4 2025 | 1/23/2026 | 153 |
| 3660 | Soundwatch Capital LLC | $645M | Q4 2025 | 2/10/2026 | 48 |
| 3661 | Stone House Investment Management, LLC | $644M | Q4 2025 | 1/21/2026 | 850 |
| 3662 | Horizon Wealth Management, LLC | $644M | Q4 2025 | 2/4/2026 | 127 |
| 3663 | FRG Family Wealth Advisors LLC | $644M | Q4 2025 | 1/21/2026 | 160 |
| 3664 | WILSEY ASSET MANAGEMENT INC | $644M | Q4 2025 | 1/7/2026 | 29 |
| 3665 | Newbridge Financial Services Group, Inc. | $644M | Q4 2025 | 1/21/2026 | 1,216 |
| 3666 | CORSAIR CAPITAL MANAGEMENT, L.P. | $644M | Q4 2025 | 2/17/2026 | 151 |
| 3667 | BURLING WEALTH PARTNERS, LLC | $644M | Q4 2025 | 2/6/2026 | 185 |
| 3668 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $643M | Q4 2025 | 1/23/2026 | 101 |
| 3669 | BANK OF THE WEST | $642M | Q2 2014 | 7/30/2014 | 251 |
| 3670 | Versor Investments LP | $642M | Q4 2025 | 2/4/2026 | 590 |
| 3671 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $642M | Q4 2025 | 1/29/2026 | 217 |
| 3672 | QCI ASSET MANAGEMENT INC/NY | $642M | Q2 2014 | 8/5/2014 | 559 |
| 3673 | Cornerstone Planning Group LLC | $641M | Q4 2025 | 2/2/2026 | 1,709 |
| 3674 | ECLECTIC ASSOCIATES INC /ADV | $641M | Q4 2025 | 2/3/2026 | 149 |
| 3675 | Nalanda India Equity Fund Ltd | $641M | Q4 2025 | 2/18/2026 | 1 |
| 3676 | Stablepoint Partners, LLC | $641M | Q4 2025 | 1/13/2026 | 245 |
| 3677 | FIRST MIDWEST BANK TRUST DIVISION | $641M | Q2 2014 | 7/24/2014 | 431 |
| 3678 | Greystone Financial Group, LLC | $641M | Q4 2025 | 1/27/2026 | 97 |
| 3679 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $640M | Q1 2014 | 5/15/2014 | 224 |
| 3680 | CHICAGO TRUST Co NA | $640M | Q4 2025 | 2/17/2026 | 383 |
| 3681 | BEARING POINT CAPITAL, LLC | $640M | Q4 2025 | 2/10/2026 | 183 |
| 3682 | Optas, LLC | $639M | Q4 2025 | 1/27/2026 | 463 |
| 3683 | North Growth Management Ltd. | $639M | Q4 2025 | 2/13/2026 | 47 |
| 3684 | Quarry LP | $639M | Q4 2025 | 2/13/2026 | 2,091 |
| 3685 | Secure Asset Management, LLC | $639M | Q4 2025 | 1/20/2026 | 343 |
| 3686 | WPWealth LLP | $639M | Q4 2025 | 2/13/2026 | 96 |
| 3687 | Drexel Morgan & Co. | $639M | Q4 2025 | 2/12/2026 | 57 |
| 3688 | Strategic Advisors LLC | $638M | Q4 2025 | 2/10/2026 | 180 |
| 3689 | SilverOak Wealth Management LLC | $638M | Q4 2025 | 1/28/2026 | 120 |
| 3690 | PETTYJOHN, WOOD & WHITE, INC | $638M | Q4 2025 | 2/11/2026 | 214 |
| 3691 | Shannon River Fund Management LLC | $638M | Q4 2025 | 2/17/2026 | 26 |
| 3692 | Security Financial Services, INC. | $637M | Q4 2025 | 1/27/2026 | 212 |
| 3693 | Hughes Financial Services, LLC | $637M | Q4 2025 | 2/11/2026 | 1,276 |
| 3694 | American Money Management, LLC | $636M | Q4 2025 | 2/10/2026 | 166 |
| 3695 | Summit Street Capital Management, LLC | $636M | Q4 2025 | 2/17/2026 | 31 |
| 3696 | Sio Capital Management, LLC | $636M | Q4 2025 | 2/17/2026 | 68 |
| 3697 | Summit Creek Advisors LLC | $636M | Q4 2025 | 2/6/2026 | 67 |
| 3698 | NORTHWEST WEALTH MANAGEMENT, LLC | $636M | Q4 2025 | 1/14/2026 | 250 |
| 3699 | Clearstead Trust, LLC | $635M | Q4 2025 | 2/9/2026 | 997 |
| 3700 | PenderFund Capital Management Ltd. | $635M | Q4 2025 | 2/17/2026 | 219 |
| 3701 | Gilman Hill Asset Management, LLC | $635M | Q4 2025 | 1/12/2026 | 226 |
| 3702 | Towercrest Capital Management | $634M | Q4 2025 | 1/21/2026 | 98 |
| 3703 | DUBUQUE BANK & TRUST CO | $634M | Q2 2014 | 8/11/2014 | 596 |
| 3704 | Mariner Wealth Advisors-Cincinnati, LLC | $634M | Q2 2014 | 7/18/2014 | 150 |
| 3705 | Neo Ivy Capital Management | $633M | Q4 2025 | 2/13/2026 | 336 |
| 3706 | Portfolio Solutions, LLC | $633M | Q2 2014 | 7/9/2014 | 6 |
| 3707 | KMS FINANCIAL SERVICES, INC | $632M | Q1 2014 | 8/8/2014 | 532 |
| 3708 | Bell Investment Advisors, Inc | $632M | Q4 2025 | 2/24/2026 | 1,802 |
| 3709 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $632M | Q4 2025 | 2/2/2026 | 171 |
| 3710 | FINANCIAL MANAGEMENT NETWORK INC | $632M | Q4 2025 | 1/8/2026 | 186 |
| 3711 | Chandler Asset Management, Inc. | $632M | Q4 2025 | 2/13/2026 | 22 |
| 3712 | VR Advisory Services Ltd | $632M | Q4 2025 | 2/18/2026 | 37 |
| 3713 | MURPHY CAPITAL MANAGEMENT INC | $631M | Q2 2014 | 7/24/2014 | 337 |
| 3714 | Pacific Sage Partners, LLC | $631M | Q4 2025 | 1/16/2026 | 121 |
| 3715 | Affinity Partners GP LP | $631M | Q4 2025 | 2/13/2026 | 1 |
| 3716 | CROFT-LEOMINSTER INC | $630M | Q1 2014 | 5/15/2014 | 190 |
| 3717 | PERSONAL CFO SOLUTIONS, LLC | $630M | Q4 2025 | 1/22/2026 | 504 |
| 3718 | Tyche Wealth Partners LLC | $630M | Q4 2025 | 1/23/2026 | 336 |
| 3719 | Pandi, LLC | $630M | Q4 2025 | 2/5/2026 | 2 |
| 3720 | Bienville Capital Management, LLC | $630M | Q4 2025 | 2/17/2026 | 76 |
| 3721 | RH Tailwind Management, LLC | $629M | Q4 2025 | 2/13/2026 | 64 |
| 3722 | VEGA INVESTMENT SOLUTIONS | $629M | Q4 2025 | 2/13/2026 | 181 |
| 3723 | RBO & CO LLC | $628M | Q4 2025 | 2/12/2026 | 52 |
| 3724 | SageGuard Financial Group, LLC | $628M | Q4 2025 | 1/27/2026 | 177 |
| 3725 | SIEMENS PENSION TRUST E V | $628M | Q4 2025 | 2/17/2026 | 1 |
| 3726 | Copper Rock Capital Partners, LLC | $628M | Q2 2014 | 7/8/2014 | 160 |
| 3727 | Montecito Bank & Trust | $627M | Q4 2025 | 1/9/2026 | 265 |
| 3728 | Bellwether Advisors, LLC | $627M | Q4 2025 | 2/9/2026 | 134 |
| 3729 | Pier Capital, LLC | $626M | Q4 2025 | 2/3/2026 | 125 |
| 3730 | Kimmeridge Energy Management Company, LLC | $626M | Q4 2025 | 2/17/2026 | 4 |
| 3731 | FrontFour Capital Group LLC | $626M | Q1 2014 | 5/15/2014 | 44 |
| 3732 | Westside Investment Management, Inc. | $625M | Q4 2025 | 1/23/2026 | 1,841 |
| 3733 | Probity Advisors, Inc. | $624M | Q4 2025 | 1/27/2026 | 232 |
| 3734 | LONESTAR CAPITAL MANAGEMENT LLC | $624M | Q4 2025 | 2/17/2026 | 31 |
| 3735 | Global Wealth Management Investment Advisory, Inc. | $624M | Q4 2025 | 2/4/2026 | 151 |
| 3736 | NICOLET BANKSHARES INC | $624M | Q4 2025 | 2/9/2026 | 226 |
| 3737 | Al Mehwar Commercial Investments LLC | $624M | Q4 2025 | 2/17/2026 | 1 |
| 3738 | Noked Israel Ltd | $624M | Q4 2025 | 2/13/2026 | 14 |
| 3739 | Fourth Sail Capital LP | $623M | Q4 2025 | 2/13/2026 | 30 |
| 3740 | CHILDRESS CAPITAL ADVISORS, LLC | $623M | Q4 2025 | 1/26/2026 | 405 |
| 3741 | St. James Investment Company, LLC | $623M | Q4 2025 | 2/4/2026 | 30 |
| 3742 | Battery Management Corp. | $623M | Q4 2025 | 2/17/2026 | 5 |
| 3743 | BLUM CAPITAL PARTNERS LP | $623M | Q1 2014 | 5/15/2014 | 6 |
| 3744 | Stamos Capital Partners, L.P. | $622M | Q4 2025 | 2/12/2026 | 136 |
| 3745 | DUDLEY & SHANLEY, INC. | $622M | Q4 2025 | 1/9/2026 | 33 |
| 3746 | Elk River Wealth Management LLC | $622M | Q4 2025 | 2/6/2026 | 103 |
| 3747 | Trust Co of the South | $622M | Q1 2026 | 4/6/2026 | 142 |
| 3748 | SevenBridge Financial Group, LLC | $622M | Q4 2025 | 2/2/2026 | 208 |
| 3749 | Affiance Financial, LLC | $622M | Q4 2025 | 1/21/2026 | 105 |
| 3750 | Tarbox Family Office, Inc. | $622M | Q4 2025 | 1/21/2026 | 105 |
| 3751 | Murchinson Ltd. | $622M | Q4 2025 | 2/17/2026 | 75 |
| 3752 | PRIVATE ASSET MANAGEMENT INC | $621M | Q2 2014 | 8/6/2014 | 145 |
| 3753 | Rather & Kittrell, Inc. | $621M | Q4 2025 | 1/28/2026 | 106 |
| 3754 | LaSalle St. Investment Advisors, LLC | $621M | Q4 2025 | 2/17/2026 | 365 |
| 3755 | Netols Asset Management, Inc. | $620M | Q2 2014 | 8/5/2014 | 70 |
| 3756 | Mountain Capital Investment Advisors Inc. | $620M | Q4 2025 | 1/28/2026 | 93 |
| 3757 | Golden State Equity Partners | $620M | Q4 2025 | 1/29/2026 | 492 |
| 3758 | INVESTMENT MANAGEMENT OF VIRGINIA LLC | $619M | Q2 2014 | 8/8/2014 | 153 |
| 3759 | Lavaca Capital LLC | $619M | Q4 2025 | 2/13/2026 | 285 |
| 3760 | Avalon Global Asset Management LLC | $618M | Q4 2025 | 2/17/2026 | 40 |
| 3761 | Asset Management Group, Inc. | $618M | Q4 2025 | 2/17/2026 | 137 |
| 3762 | Solel Partners LP | $618M | Q4 2025 | 2/17/2026 | 22 |
| 3763 | ADVOCATE GROUP LLC | $618M | Q4 2025 | 1/20/2026 | 123 |
| 3764 | BOURGEON CAPITAL MANAGEMENT LLC | $618M | Q4 2025 | 1/15/2026 | 124 |
| 3765 | Index Management Solutions, LLC | $618M | Q1 2014 | 5/15/2014 | 1,077 |
| 3766 | Cove Street Capital, LLC | $618M | Q2 2014 | 8/5/2014 | 71 |
| 3767 | MANOR ROAD CAPITAL PARTNERS, LLC | $618M | Q1 2014 | 5/15/2014 | 14 |
| 3768 | Princeton Global Asset Management LLC | $618M | Q4 2025 | 1/20/2026 | 828 |
| 3769 | BALESTRA CAPITAL LTD. | $617M | Q2 2014 | 8/1/2014 | 19 |
| 3770 | Taproot Management LP | $617M | Q4 2025 | 2/13/2026 | 147 |
| 3771 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $617M | Q4 2025 | 1/29/2026 | 144 |
| 3772 | TIRSCHWELL & LOEWY INC | $617M | Q2 2014 | 7/25/2014 | 82 |
| 3773 | Proprium Capital Partners, L.P. | $616M | Q1 2014 | 5/13/2014 | 2 |
| 3774 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $616M | Q4 2025 | 2/10/2026 | 387 |
| 3775 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $616M | Q4 2025 | 2/11/2026 | 133 |
| 3776 | Capital Group Investment Management Pte. Ltd. | $616M | Q4 2025 | 2/11/2026 | 139 |
| 3777 | QUANTUM CAPITAL MANAGEMENT | $615M | Q1 2014 | 5/16/2014 | 175 |
| 3778 | Sandell Asset Management Corp. | $615M | Q1 2014 | 5/1/2014 | 30 |
| 3779 | RIVERSEDGE ADVISORS, LLC | $615M | Q4 2025 | 1/7/2026 | 214 |
| 3780 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $615M | Q4 2025 | 1/28/2026 | 194 |
| 3781 | Advisors Preferred, LLC | $614M | Q4 2025 | 2/2/2026 | 226 |
| 3782 | First Bank & Trust | $614M | Q4 2025 | 1/12/2026 | 260 |
| 3783 | Opes Wealth Management LLC | $613M | Q4 2025 | 2/2/2026 | 148 |
| 3784 | FARMERS TRUST CO | $613M | Q4 2025 | 1/6/2026 | 196 |
| 3785 | Cornerstone Management, Inc. | $613M | Q4 2025 | 2/6/2026 | 68 |
| 3786 | RAINEY & RANDALL WEALTH ADVISORS INC. | $613M | Q4 2025 | 1/27/2026 | 76 |
| 3787 | OAK HILL ADVISORS LP | $613M | Q4 2025 | 2/17/2026 | 13 |
| 3788 | ARTHUR M. COHEN & ASSOCIATES, LLC | $612M | Q4 2025 | 2/17/2026 | 129 |
| 3789 | TB Alternative Assets Ltd. | $611M | Q4 2025 | 1/16/2026 | 50 |
| 3790 | CAPITAL MANAGEMENT CORP /VA | $610M | Q4 2025 | 2/2/2026 | 74 |
| 3791 | Quadrant Private Wealth Management, LLC | $610M | Q4 2025 | 1/26/2026 | 274 |
| 3792 | INSPIRE TRUST CO, N.A. | $609M | Q4 2025 | 2/10/2026 | 110 |
| 3793 | KTF INVESTMENTS, LLC | $609M | Q4 2025 | 1/30/2026 | 93 |
| 3794 | Austin Asset Management Co Inc | $609M | Q4 2025 | 2/4/2026 | 76 |
| 3795 | STRATEGY ASSET MANAGERS LLC | $608M | Q4 2025 | 2/11/2026 | 253 |
| 3796 | BEACON TRUST CO | $608M | Q2 2014 | 8/4/2014 | 199 |
| 3797 | 12th Street Asset Management Company, LLC | $607M | Q4 2025 | 2/9/2026 | 32 |
| 3798 | MAGNOLIA GROUP, LLC | $607M | Q4 2025 | 2/3/2026 | 12 |
| 3799 | Portfolio Design Labs, LLC | $606M | Q4 2025 | 2/11/2026 | 203 |
| 3800 | Cobble Hill Financial Services, INC | $606M | Q1 2014 | 5/15/2014 | 51 |