Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3601 | WealthTrust Fairport, LLC | $676M | Q2 2014 | 8/8/2014 | 370 |
| 3602 | SENTINEL PENSION ADVISORS, LLC | $676M | Q1 2026 | 4/16/2026 | 137 |
| 3603 | JBF Capital, Inc. | $676M | Q1 2026 | 5/8/2026 | 123 |
| 3604 | NOESIS CAPITAL MANGEMENT CORP | $676M | Q1 2026 | 5/5/2026 | 125 |
| 3605 | Radnor Capital Management, LLC | $676M | Q1 2026 | 4/15/2026 | 308 |
| 3606 | Blueprint Financial Advisors LLC | $675M | Q1 2026 | 5/11/2026 | 100 |
| 3607 | Dream Peak Capital Ltd | $675M | Q1 2026 | 5/13/2026 | 6 |
| 3608 | REDWOOD CAPITAL MANAGEMENT, LLC | $674M | Q1 2026 | 5/15/2026 | 22 |
| 3609 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $674M | Q1 2026 | 4/24/2026 | 183 |
| 3610 | GABELLI & Co INVESTMENT ADVISERS, INC. | $674M | Q1 2026 | 5/14/2026 | 297 |
| 3611 | Tiger Eye Capital LLC | $674M | Q1 2014 | 5/14/2014 | 41 |
| 3612 | Mountain Capital Investment Advisors Inc. | $674M | Q1 2026 | 5/11/2026 | 88 |
| 3613 | CORSAIR CAPITAL MANAGEMENT, L.P. | $673M | Q1 2026 | 5/15/2026 | 151 |
| 3614 | Columbus Hill Capital Management, L.P. | $673M | Q1 2026 | 5/13/2026 | 24 |
| 3615 | Stablepoint Partners, LLC | $673M | Q1 2026 | 4/30/2026 | 260 |
| 3616 | Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | $672M | Q1 2026 | 4/30/2026 | 28 |
| 3617 | Morton Capital Management LLC/CA | $672M | Q1 2026 | 4/21/2026 | 139 |
| 3618 | Wood Investment Counsel LLC | $672M | Q2 2014 | 7/25/2014 | 79 |
| 3619 | Consonance Capital Management LP | $672M | Q1 2014 | 5/15/2014 | 27 |
| 3620 | S-Bank Fund Management Ltd | $671M | Q1 2026 | 5/11/2026 | 178 |
| 3621 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $671M | Q1 2026 | 5/7/2026 | 59 |
| 3622 | Thrive Wealth Management, LLC | $671M | Q1 2026 | 4/9/2026 | 231 |
| 3623 | LONESTAR CAPITAL MANAGEMENT LLC | $671M | Q1 2026 | 5/15/2026 | 32 |
| 3624 | SUMMIT PARTNERS L P | $670M | Q1 2026 | 5/8/2026 | 7 |
| 3625 | ALLEN OPERATIONS LLC | $670M | Q1 2026 | 5/7/2026 | 35 |
| 3626 | Marquette Asset Management, LLC | $669M | Q1 2026 | 4/23/2026 | 796 |
| 3627 | LS Investment Advisors, LLC | $668M | Q1 2026 | 4/20/2026 | 126 |
| 3628 | Crane Advisory, LLC | $668M | Q1 2026 | 4/20/2026 | 52 |
| 3629 | Alpine Global Management, LLC | $668M | Q1 2026 | 5/15/2026 | 226 |
| 3630 | 1st Global Advisors, Inc. | $668M | Q2 2014 | 7/10/2014 | 441 |
| 3631 | Oliver Luxxe Assets LLC | $668M | Q1 2026 | 4/8/2026 | 200 |
| 3632 | 3I INVESTMENTS PLC | $668M | Q2 2014 | 8/6/2014 | 2 |
| 3633 | IDG-Accel China Capital II Associates L.P. | $667M | Q1 2026 | 5/1/2026 | 1 |
| 3634 | TSG Advice Partners, LLC | $667M | Q1 2026 | 4/24/2026 | 135 |
| 3635 | CFM WEALTH PARTNERS LLC | $667M | Q1 2026 | 4/21/2026 | 143 |
| 3636 | PERRYMAN FINANCIAL ADVISORY INC /AD | $667M | Q1 2026 | 4/29/2026 | 175 |
| 3637 | Wellington Shields Capital Management, LLC | $666M | Q1 2026 | 5/4/2026 | 325 |
| 3638 | Bain Capital Prairie, LLC | $666M | Q1 2026 | 5/15/2026 | 1 |
| 3639 | Counterpoint Mutual Funds LLC | $666M | Q1 2026 | 4/27/2026 | 294 |
| 3640 | NORTHWEST WEALTH MANAGEMENT, LLC | $665M | Q1 2026 | 4/14/2026 | 255 |
| 3641 | MainStreet Investment Advisors LLC | $665M | Q1 2026 | 5/11/2026 | 158 |
| 3642 | Centre Asset Management, LLC | $664M | Q2 2014 | 7/7/2014 | 86 |
| 3643 | Covenant Asset Management, LLC | $664M | Q1 2026 | 4/14/2026 | 165 |
| 3644 | SAWGRASS ASSET MANAGEMENT LLC | $664M | Q1 2026 | 5/1/2026 | 193 |
| 3645 | SC&H Financial Advisors, Inc. | $663M | Q1 2026 | 4/22/2026 | 155 |
| 3646 | Gilman Hill Asset Management, LLC | $663M | Q1 2026 | 4/8/2026 | 225 |
| 3647 | Artemis Wealth Advisors, LLC | $662M | Q1 2026 | 5/14/2026 | 45 |
| 3648 | Fulcrum Asset Management LLP | $662M | Q1 2026 | 5/14/2026 | 220 |
| 3649 | Triasima Portfolio Management inc. | $661M | Q1 2026 | 4/24/2026 | 137 |
| 3650 | BLOOM TREE PARTNERS, LLC | $661M | Q1 2014 | 5/15/2014 | 27 |
| 3651 | Decheng Capital LLC | $661M | Q1 2026 | 5/13/2026 | 14 |
| 3652 | Optas, LLC | $661M | Q1 2026 | 4/24/2026 | 482 |
| 3653 | GLOBEFLEX CAPITAL L P | $661M | Q1 2026 | 5/13/2026 | 387 |
| 3654 | Heritage Investment Group, Inc. | $661M | Q1 2026 | 5/1/2026 | 123 |
| 3655 | REGATTA CAPITAL GROUP, LLC | $661M | Q1 2026 | 4/15/2026 | 215 |
| 3656 | Freemont Management S.A. | $661M | Q1 2026 | 5/6/2026 | 136 |
| 3657 | AFFINITY WEALTH MANAGEMENT LLC | $661M | Q1 2026 | 4/10/2026 | 103 |
| 3658 | Arosa Capital Management LP | $660M | Q1 2026 | 5/15/2026 | 68 |
| 3659 | United Capital Management of KS, Inc. | $660M | Q1 2026 | 5/11/2026 | 111 |
| 3660 | NORTH AMERICAN MANAGEMENT CORP | $660M | Q2 2014 | 7/23/2014 | 144 |
| 3661 | Platte River Capital LLC | $660M | Q2 2014 | 7/29/2014 | 201 |
| 3662 | Chandler Asset Management, Inc. | $659M | Q1 2026 | 5/14/2026 | 23 |
| 3663 | Parker Investment Management, LLC | $659M | Q1 2026 | 5/13/2026 | 40 |
| 3664 | TSFG, LLC | $659M | Q1 2026 | 4/27/2026 | 866 |
| 3665 | BLUE ARROW CAPITAL MANAGEMENT LLC | $658M | Q1 2014 | 5/15/2014 | 121 |
| 3666 | Simply Money Advisors | $658M | Q2 2014 | 7/17/2014 | 21 |
| 3667 | Virtue Capital Management, LLC | $657M | Q1 2026 | 5/7/2026 | 323 |
| 3668 | CFO4Life Group, LLC | $656M | Q1 2026 | 5/11/2026 | 210 |
| 3669 | BWCP, LP | $656M | Q1 2026 | 5/12/2026 | 27 |
| 3670 | Diversify Advisory Services, LLC | $655M | Q1 2026 | 5/1/2026 | 210 |
| 3671 | WPWealth LLP | $654M | Q1 2026 | 5/11/2026 | 97 |
| 3672 | General Pension Society PZU Joint Stock Co | $654M | Q1 2026 | 4/27/2026 | 15 |
| 3673 | Palo Alto Investors LP | $654M | Q1 2026 | 5/15/2026 | 51 |
| 3674 | Round Rock Advisors LLC | $654M | Q1 2026 | 5/15/2026 | 318 |
| 3675 | North Growth Management Ltd. | $653M | Q1 2026 | 4/23/2026 | 47 |
| 3676 | FINANCIAL MANAGEMENT NETWORK INC | $653M | Q1 2026 | 4/16/2026 | 191 |
| 3677 | Westside Investment Management, Inc. | $653M | Q1 2026 | 5/4/2026 | 1,833 |
| 3678 | Alibaba Group Holding Ltd | $653M | Q1 2026 | 5/15/2026 | 2 |
| 3679 | JOHNSON & JOHNSON | $652M | Q1 2026 | 5/13/2026 | 16 |
| 3680 | BANK HAPOALIM BM | $652M | Q1 2026 | 5/4/2026 | 115 |
| 3681 | Hughes Financial Services, LLC | $651M | Q1 2026 | 4/29/2026 | 1,720 |
| 3682 | CIGNA INVESTMENTS INC /NEW | $650M | Q1 2026 | 5/11/2026 | 457 |
| 3683 | Hamilton Point Investment Advisors, LLC | $649M | Q1 2026 | 5/6/2026 | 186 |
| 3684 | STEVENS CAPITAL MANAGEMENT LP | $649M | Q1 2026 | 5/11/2026 | 222 |
| 3685 | Carrera Capital Advisors | $649M | Q1 2026 | 5/4/2026 | 188 |
| 3686 | PROFFITT & GOODSON INC | $649M | Q1 2026 | 5/6/2026 | 287 |
| 3687 | WMS Partners, LLC | $649M | Q2 2014 | 8/11/2014 | 240 |
| 3688 | Graticule Asia Macro Advisors LLC | $649M | Q1 2026 | 5/11/2026 | 2 |
| 3689 | Tyche Wealth Partners LLC | $648M | Q1 2026 | 5/6/2026 | 347 |
| 3690 | APIS CAPITAL ADVISORS, LLC | $648M | Q1 2026 | 5/15/2026 | 52 |
| 3691 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $648M | Q1 2026 | 5/7/2026 | 134 |
| 3692 | Rather & Kittrell, Inc. | $648M | Q1 2026 | 5/12/2026 | 113 |
| 3693 | Primavera Capital Management Ltd | $648M | Q1 2026 | 5/15/2026 | 3 |
| 3694 | INSPIRE TRUST CO, N.A. | $648M | Q1 2026 | 5/11/2026 | 106 |
| 3695 | Formidable Asset Management, LLC | $648M | Q1 2026 | 4/22/2026 | 381 |
| 3696 | Ignite Planners, LLC | $648M | Q1 2026 | 4/17/2026 | 393 |
| 3697 | Huber Capital Management LLC | $647M | Q1 2026 | 5/12/2026 | 99 |
| 3698 | Quadrant Private Wealth Management, LLC | $646M | Q1 2026 | 5/6/2026 | 282 |
| 3699 | SageGuard Financial Group, LLC | $646M | Q1 2026 | 4/23/2026 | 196 |
| 3700 | Trifecta Capital Advisors, LLC | $646M | Q1 2026 | 5/1/2026 | 274 |
| 3701 | Foguth Wealth Management, LLC. | $645M | Q4 2025 | 1/5/2026 | 175 |
| 3702 | Blue Fin Capital, Inc. | $645M | Q4 2025 | 1/23/2026 | 153 |
| 3703 | Cohen Capital Management, Inc. | $644M | Q1 2026 | 4/14/2026 | 154 |
| 3704 | CAT ROCK CAPITAL MANAGEMENT LP | $644M | Q1 2026 | 5/15/2026 | 14 |
| 3705 | Permanent Capital Management, LP | $643M | Q1 2026 | 5/14/2026 | 155 |
| 3706 | OSLO PENSJONSFORSIKRING AS | $643M | Q1 2026 | 5/8/2026 | 452 |
| 3707 | GARNET EQUITY CAPITAL HOLDINGS, INC. | $642M | Q1 2026 | 5/15/2026 | 22 |
| 3708 | BANK OF THE WEST | $642M | Q2 2014 | 7/30/2014 | 251 |
| 3709 | Towercrest Capital Management | $642M | Q1 2026 | 5/1/2026 | 103 |
| 3710 | Alta Park Capital, LP | $642M | Q1 2026 | 5/15/2026 | 25 |
| 3711 | QCI ASSET MANAGEMENT INC/NY | $642M | Q2 2014 | 8/5/2014 | 559 |
| 3712 | Capricorn Fund Managers Ltd | $641M | Q1 2026 | 4/24/2026 | 114 |
| 3713 | ROBOTTI ROBERT | $641M | Q1 2026 | 5/13/2026 | 59 |
| 3714 | FIRST MIDWEST BANK TRUST DIVISION | $641M | Q2 2014 | 7/24/2014 | 431 |
| 3715 | SYQUANT CAPITAL SAS | $640M | Q1 2026 | 4/10/2026 | 40 |
| 3716 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $640M | Q1 2014 | 5/15/2014 | 224 |
| 3717 | SevenBridge Financial Group, LLC | $640M | Q1 2026 | 4/23/2026 | 202 |
| 3718 | Stamos Capital Partners, L.P. | $640M | Q1 2026 | 5/13/2026 | 142 |
| 3719 | ADVOCATE GROUP LLC | $639M | Q1 2026 | 4/13/2026 | 126 |
| 3720 | Bell Investment Advisors, Inc | $639M | Q1 2026 | 4/17/2026 | 1,860 |
| 3721 | PenderFund Capital Management Ltd. | $639M | Q1 2026 | 5/15/2026 | 253 |
| 3722 | Global Wealth Management Investment Advisory, Inc. | $638M | Q1 2026 | 5/1/2026 | 158 |
| 3723 | St. James Investment Company, LLC | $638M | Q1 2026 | 5/14/2026 | 22 |
| 3724 | BEARING POINT CAPITAL, LLC | $638M | Q1 2026 | 5/7/2026 | 166 |
| 3725 | WILSEY ASSET MANAGEMENT INC | $638M | Q1 2026 | 4/28/2026 | 25 |
| 3726 | Kultura Capital Management LP | $638M | Q1 2026 | 5/15/2026 | 53 |
| 3727 | FARMERS TRUST CO | $637M | Q1 2026 | 4/7/2026 | 203 |
| 3728 | Security Financial Services, INC. | $637M | Q4 2025 | 1/27/2026 | 212 |
| 3729 | Phocas Financial Corp. | $637M | Q1 2026 | 4/30/2026 | 155 |
| 3730 | CENTRAL BANK & TRUST CO | $636M | Q1 2026 | 4/7/2026 | 180 |
| 3731 | Woodson Capital Management, LP | $636M | Q1 2026 | 5/15/2026 | 31 |
| 3732 | Pacific Sage Partners, LLC | $636M | Q1 2026 | 4/21/2026 | 121 |
| 3733 | Affinity Partners GP LP | $635M | Q1 2026 | 5/12/2026 | 1 |
| 3734 | SFE Investment Counsel | $635M | Q1 2026 | 5/1/2026 | 143 |
| 3735 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $634M | Q1 2026 | 4/13/2026 | 106 |
| 3736 | DUBUQUE BANK & TRUST CO | $634M | Q2 2014 | 8/11/2014 | 596 |
| 3737 | Arini Captial Management Ltd | $634M | Q1 2026 | 5/15/2026 | 6 |
| 3738 | Mariner Wealth Advisors-Cincinnati, LLC | $634M | Q2 2014 | 7/18/2014 | 150 |
| 3739 | Lynx1 Capital Management LP | $633M | Q1 2026 | 5/1/2026 | 23 |
| 3740 | Portfolio Solutions, LLC | $633M | Q2 2014 | 7/9/2014 | 6 |
| 3741 | SilverOak Wealth Management LLC | $632M | Q1 2026 | 4/29/2026 | 121 |
| 3742 | KMS FINANCIAL SERVICES, INC | $632M | Q1 2014 | 8/8/2014 | 532 |
| 3743 | Rollins Financial Advisors, LLC | $632M | Q1 2026 | 5/5/2026 | 158 |
| 3744 | WFM ASIA (BVI) Ltd | $632M | Q1 2026 | 5/12/2026 | 6 |
| 3745 | American Money Management, LLC | $632M | Q1 2026 | 5/11/2026 | 168 |
| 3746 | Secure Asset Management, LLC | $632M | Q1 2026 | 4/9/2026 | 327 |
| 3747 | ESSEX INVESTMENT MANAGEMENT CO LLC | $632M | Q1 2026 | 5/11/2026 | 305 |
| 3748 | Commonwealth Financial Services, LLC | $632M | Q1 2026 | 5/7/2026 | 278 |
| 3749 | Summit Wealth Partners, LLC | $632M | Q1 2026 | 4/17/2026 | 271 |
| 3750 | Wealth Alliance Advisory Group, LLC | $632M | Q1 2026 | 4/9/2026 | 197 |
| 3751 | MURPHY CAPITAL MANAGEMENT INC | $631M | Q2 2014 | 7/24/2014 | 337 |
| 3752 | BlueSpruce Investments, LP | $631M | Q1 2026 | 5/15/2026 | 10 |
| 3753 | Probity Advisors, Inc. | $631M | Q1 2026 | 4/28/2026 | 230 |
| 3754 | SANDERS MORRIS HARRIS LLC | $631M | Q1 2026 | 4/9/2026 | 297 |
| 3755 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $630M | Q1 2026 | 5/15/2026 | 12 |
| 3756 | CROFT-LEOMINSTER INC | $630M | Q1 2014 | 5/15/2014 | 190 |
| 3757 | SPHERA FUNDS MANAGEMENT LTD. | $630M | Q1 2026 | 5/15/2026 | 96 |
| 3758 | Vancity Investment Management Ltd | $629M | Q1 2026 | 5/15/2026 | 94 |
| 3759 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $629M | Q1 2026 | 5/4/2026 | 206 |
| 3760 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $629M | Q1 2026 | 5/14/2026 | 264 |
| 3761 | Copper Rock Capital Partners, LLC | $628M | Q2 2014 | 7/8/2014 | 160 |
| 3762 | PETTYJOHN, WOOD & WHITE, INC | $628M | Q1 2026 | 5/15/2026 | 214 |
| 3763 | Cornerstone Management, Inc. | $628M | Q1 2026 | 4/16/2026 | 65 |
| 3764 | Madison Wealth Partners, Inc | $627M | Q1 2026 | 4/30/2026 | 220 |
| 3765 | LJI Wealth Management, LLC | $626M | Q1 2026 | 5/4/2026 | 194 |
| 3766 | XY Planning Network, Inc. | $626M | Q1 2026 | 4/14/2026 | 273 |
| 3767 | FrontFour Capital Group LLC | $626M | Q1 2014 | 5/15/2014 | 44 |
| 3768 | CHICAGO TRUST Co NA | $626M | Q1 2026 | 4/24/2026 | 380 |
| 3769 | Strategic Global Advisors, LLC | $625M | Q1 2026 | 5/15/2026 | 142 |
| 3770 | DSG Capital Advisors, LLC | $625M | Q1 2026 | 4/27/2026 | 123 |
| 3771 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | $625M | Q1 2026 | 5/13/2026 | 42 |
| 3772 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $625M | Q1 2026 | 4/28/2026 | 176 |
| 3773 | Marshall Financial Group, LLC | $625M | Q1 2026 | 4/10/2026 | 293 |
| 3774 | Annis Gardner Whiting Capital Advisors, LLC | $625M | Q1 2026 | 5/6/2026 | 1,330 |
| 3775 | Al Mehwar Commercial Investments LLC | $624M | Q4 2025 | 2/17/2026 | 1 |
| 3776 | Kinsale Capital Group, Inc. | $624M | Q1 2026 | 5/6/2026 | 41 |
| 3777 | West Virginia University Foundation, Inc | $623M | Q1 2026 | 5/13/2026 | 2 |
| 3778 | BLUM CAPITAL PARTNERS LP | $623M | Q1 2014 | 5/15/2014 | 6 |
| 3779 | Deltroit Asset Management (UK) LLP | $623M | Q1 2026 | 5/15/2026 | 42 |
| 3780 | Kemnay Advisory Services Inc. | $622M | Q1 2026 | 5/15/2026 | 1,190 |
| 3781 | Deer Management Co. LLC | $622M | Q1 2026 | 5/15/2026 | 9 |
| 3782 | Headwater Capital Co Ltd | $622M | Q1 2026 | 5/14/2026 | 15 |
| 3783 | Trust Co of the South | $622M | Q1 2026 | 4/6/2026 | 142 |
| 3784 | KCM Capital Inc | $622M | Q1 2026 | 5/13/2026 | 34 |
| 3785 | AGAVE CAPITAL MANAGEMENT Ltd | $622M | Q1 2026 | 5/13/2026 | 8 |
| 3786 | PRIVATE ASSET MANAGEMENT INC | $621M | Q2 2014 | 8/6/2014 | 145 |
| 3787 | First Bank & Trust | $621M | Q1 2026 | 4/10/2026 | 257 |
| 3788 | TEXAS TREASURY SAFEKEEPING TRUST CO | $620M | Q1 2026 | 5/15/2026 | 4 |
| 3789 | Netols Asset Management, Inc. | $620M | Q2 2014 | 8/5/2014 | 70 |
| 3790 | RBO & CO LLC | $620M | Q1 2026 | 5/14/2026 | 57 |
| 3791 | Keating Financial Advisory Services, Inc. | $619M | Q1 2026 | 5/15/2026 | 2,570 |
| 3792 | KPS Global Asset Management UK Ltd | $619M | Q1 2026 | 5/11/2026 | 4 |
| 3793 | Richmond Investment Services, LLC | $619M | Q1 2026 | 4/29/2026 | 255 |
| 3794 | INVESTMENT MANAGEMENT OF VIRGINIA LLC | $619M | Q2 2014 | 8/8/2014 | 153 |
| 3795 | Asset Management Group, Inc. | $619M | Q1 2026 | 5/15/2026 | 138 |
| 3796 | BURLING WEALTH PARTNERS, LLC | $618M | Q1 2026 | 5/8/2026 | 177 |
| 3797 | MCMORGAN & CO LLC | $618M | Q1 2026 | 5/5/2026 | 40 |
| 3798 | Albar Capital Partners LLP | $618M | Q1 2026 | 5/15/2026 | 36 |
| 3799 | Index Management Solutions, LLC | $618M | Q1 2014 | 5/15/2014 | 1,077 |
| 3800 | Cove Street Capital, LLC | $618M | Q2 2014 | 8/5/2014 | 71 |