Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3601 | XCELSIOR ADVISOR PARTNERS LLC | $759M | Q2 2026 | 8/14/2026 | 453 |
| 3602 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $759M | Q2 2026 | 8/6/2026 | 41 |
| 3603 | Rollins Financial Advisors, LLC | $759M | Q2 2026 | 8/4/2026 | 168 |
| 3604 | RIVERSEDGE ADVISORS, LLC | $759M | Q2 2026 | 7/16/2026 | 316 |
| 3605 | DOWLING & YAHNKE LLC | $759M | Q1 2014 | 5/6/2014 | 277 |
| 3606 | Perella Weinberg Partners Capital Management LP | $759M | Q1 2014 | 5/22/2014 | 91 |
| 3607 | Alvarez & Marsal Private Wealth Partners, LLC | $759M | Q2 2026 | 8/14/2026 | 107 |
| 3608 | NORTHWEST WEALTH MANAGEMENT, LLC | $758M | Q2 2026 | 7/13/2026 | 265 |
| 3609 | SAWGRASS ASSET MANAGEMENT LLC | $757M | Q2 2026 | 7/29/2026 | 193 |
| 3610 | McLean Asset Management Corp | $757M | Q2 2026 | 8/12/2026 | 181 |
| 3611 | MATAURO, LLC | $756M | Q2 2026 | 7/21/2026 | 158 |
| 3612 | ACADEMY CAPITAL MANAGEMENT | $756M | Q2 2026 | 8/12/2026 | 36 |
| 3613 | O'Brien Wealth Partners LLC | $756M | Q4 2025 | 1/22/2026 | 110 |
| 3614 | BINGHAM OSBORN & SCARBOROUGH LLC | $755M | Q2 2014 | 8/6/2014 | 116 |
| 3615 | Polymer Capital Management (US) LLC | $755M | Q2 2026 | 8/14/2026 | 607 |
| 3616 | Pier Capital, LLC | $755M | Q2 2026 | 8/5/2026 | 129 |
| 3617 | Hughes Financial Services, LLC | $755M | Q2 2026 | 7/20/2026 | 1,839 |
| 3618 | Founders Financial Alliance, LLC | $754M | Q2 2026 | 8/4/2026 | 779 |
| 3619 | Kinsale Capital Group, Inc. | $754M | Q2 2026 | 8/5/2026 | 41 |
| 3620 | Stanley Capital Management, LLC | $754M | Q2 2026 | 8/14/2026 | 37 |
| 3621 | Financial Advisory Corp | $754M | Q2 2026 | 7/9/2026 | 58 |
| 3622 | SC&H Financial Advisors, Inc. | $754M | Q2 2026 | 8/4/2026 | 160 |
| 3623 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $753M | Q2 2026 | 7/20/2026 | 223 |
| 3624 | Stone House Investment Management, LLC | $752M | Q2 2026 | 8/5/2026 | 1,339 |
| 3625 | Brenner West Capital Advisors, LP | $752M | Q1 2014 | 5/15/2014 | 10 |
| 3626 | Northwest Financial Advisors | $752M | Q2 2026 | 7/27/2026 | 89 |
| 3627 | PERRYMAN FINANCIAL ADVISORY INC /AD | $751M | Q2 2026 | 7/24/2026 | 191 |
| 3628 | TRB Wealth Management, LLC | $751M | Q2 2026 | 8/11/2026 | 296 |
| 3629 | FCPM III SERVICES B.V. | $750M | Q2 2026 | 8/14/2026 | 11 |
| 3630 | Cercano Management LLC | $750M | Q2 2026 | 8/13/2026 | 132 |
| 3631 | Bienville Capital Management, LLC | $750M | Q2 2026 | 8/13/2026 | 95 |
| 3632 | Qtron Investments LLC | $750M | Q2 2026 | 8/13/2026 | 449 |
| 3633 | Relative Value Partners, LLC | $749M | Q1 2014 | 5/9/2014 | 101 |
| 3634 | Virtue Capital Management, LLC | $749M | Q2 2026 | 8/5/2026 | 343 |
| 3635 | JLB & ASSOCIATES INC | $748M | Q2 2026 | 8/7/2026 | 68 |
| 3636 | MSI Financial Services Inc | $748M | Q2 2014 | 8/4/2014 | 2,684 |
| 3637 | BOSTON FINANCIAL MANGEMENT LLC | $747M | Q1 2014 | 5/8/2014 | 199 |
| 3638 | Defilade Capital Management, L.P. | $747M | Q2 2026 | 8/14/2026 | 39 |
| 3639 | AMICA PENSION FUND BOARD OF TRUSTEES | $747M | Q1 2014 | 5/13/2014 | 378 |
| 3640 | BDF-GESTION | $747M | Q2 2026 | 7/7/2026 | 143 |
| 3641 | Permanent Capital Management, LP | $747M | Q2 2026 | 8/12/2026 | 211 |
| 3642 | EagleClaw Capital Managment, LLC | $745M | Q2 2026 | 8/10/2026 | 145 |
| 3643 | AUXIER ASSET MANAGEMENT LLC | $745M | Q2 2026 | 8/14/2026 | 184 |
| 3644 | Insight Wealth Partners, LLC | $745M | Q2 2026 | 8/6/2026 | 135 |
| 3645 | AFAM CAPITAL, INC. | $745M | Q1 2014 | 5/13/2014 | 144 |
| 3646 | CIBC Capital Markets (Europe) S.A. | $745M | Q2 2026 | 8/11/2026 | 10 |
| 3647 | Heritage Investment Group, Inc. | $744M | Q2 2026 | 7/29/2026 | 135 |
| 3648 | Commonwealth Financial Services, LLC | $744M | Q2 2026 | 7/15/2026 | 317 |
| 3649 | Helix Partners Management LP | $744M | Q2 2026 | 8/13/2026 | 15 |
| 3650 | REGATTA CAPITAL GROUP, LLC | $744M | Q2 2026 | 8/12/2026 | 223 |
| 3651 | Well Done, LLC | $743M | Q2 2026 | 7/24/2026 | 202 |
| 3652 | SOUTHERNSUN ASSET MANAGEMENT, LLC | $743M | Q2 2026 | 8/14/2026 | 29 |
| 3653 | CFO4Life Group, LLC | $743M | Q2 2026 | 8/12/2026 | 237 |
| 3654 | WILKINS INVESTMENT COUNSEL INC | $742M | Q2 2026 | 8/6/2026 | 119 |
| 3655 | Tolleson Wealth Management, Inc. | $742M | Q2 2026 | 8/13/2026 | 96 |
| 3656 | Northcape Capital Pty Ltd | $742M | Q2 2026 | 7/9/2026 | 8 |
| 3657 | CPC Advisors, LLC | $742M | Q2 2026 | 7/24/2026 | 159 |
| 3658 | SFE Investment Counsel | $742M | Q2 2026 | 8/5/2026 | 152 |
| 3659 | COLONY GROUP LLC | $742M | Q1 2014 | 5/16/2014 | 864 |
| 3660 | Lebenthal Global Advisors, LLC | $741M | Q2 2026 | 7/30/2026 | 204 |
| 3661 | TORRAY INVESTMENT PARTNERS LLC | $741M | Q2 2026 | 7/30/2026 | 91 |
| 3662 | Newbrook Capital Advisors LP | $741M | Q2 2026 | 8/14/2026 | 14 |
| 3663 | Triasima Portfolio Management inc. | $740M | Q2 2026 | 7/20/2026 | 127 |
| 3664 | BEARING POINT CAPITAL, LLC | $740M | Q2 2026 | 8/11/2026 | 203 |
| 3665 | Copos Capital B.V. | $740M | Q2 2026 | 8/12/2026 | 42 |
| 3666 | Lapides Asset Management, LLC | $739M | Q2 2014 | 8/8/2014 | 73 |
| 3667 | Estabrook Capital Management | $739M | Q2 2026 | 8/13/2026 | 344 |
| 3668 | Everest Financial Group LLC | $738M | Q2 2026 | 8/10/2026 | 208 |
| 3669 | Barton Investment Management | $738M | Q2 2026 | 7/20/2026 | 60 |
| 3670 | LS Investment Advisors, LLC | $738M | Q2 2026 | 7/21/2026 | 127 |
| 3671 | HERALD INVESTMENT MANAGEMENT Ltd | $737M | Q2 2026 | 7/23/2026 | 92 |
| 3672 | GFI Investment Counsel Ltd. | $737M | Q2 2026 | 8/13/2026 | 30 |
| 3673 | Kingsway Capital Partners Ltd | $736M | Q2 2026 | 8/3/2026 | 5 |
| 3674 | Walmart Inc. | $736M | Q2 2026 | 8/7/2026 | 3 |
| 3675 | GR FINANCIAL GROUP, LLC | $736M | Q2 2026 | 8/3/2026 | 37 |
| 3676 | S-Bank Fund Management Ltd | $736M | Q2 2026 | 8/4/2026 | 249 |
| 3677 | Cohen Capital Management, Inc. | $735M | Q2 2026 | 7/7/2026 | 152 |
| 3678 | DAIDO LIFE INSURANCE CO | $735M | Q2 2026 | 8/4/2026 | 6 |
| 3679 | Virtus Wealth Solutions LLC | $735M | Q2 2026 | 7/24/2026 | 53 |
| 3680 | Greenfield FTC, Inc. | $735M | Q2 2026 | 7/16/2026 | 4 |
| 3681 | Balboa Wealth Partners | $734M | Q2 2026 | 8/10/2026 | 476 |
| 3682 | MainStreet Investment Advisors LLC | $734M | Q2 2026 | 8/12/2026 | 166 |
| 3683 | Graham Holdings Co Master Retirement Trust | $734M | Q2 2026 | 8/14/2026 | 2 |
| 3684 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $734M | Q2 2026 | 7/20/2026 | 188 |
| 3685 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $734M | Q2 2026 | 8/14/2026 | 14 |
| 3686 | Annandale Capital, LLC | $733M | Q2 2026 | 8/13/2026 | 128 |
| 3687 | RELIANCE TRUST CO OF DELAWARE | $733M | Q2 2014 | 7/11/2014 | 320 |
| 3688 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $733M | Q2 2026 | 8/11/2026 | 8 |
| 3689 | Liquid Strategies, LLC | $732M | Q2 2026 | 7/28/2026 | 7 |
| 3690 | HUDSON EDGE INVESTMENT PARTNERS INC. | $732M | Q2 2026 | 7/29/2026 | 123 |
| 3691 | Decheng Capital LLC | $732M | Q2 2026 | 8/14/2026 | 14 |
| 3692 | ThornTree Capital Partners LP | $731M | Q2 2026 | 8/14/2026 | 19 |
| 3693 | Morton Capital Management LLC/CA | $731M | Q2 2026 | 7/23/2026 | 160 |
| 3694 | M Holdings Securities, Inc. | $731M | Q2 2026 | 8/11/2026 | 148 |
| 3695 | Gilman Hill Asset Management, LLC | $731M | Q2 2026 | 7/9/2026 | 236 |
| 3696 | KKM Financial LLC | $730M | Q2 2026 | 8/14/2026 | 169 |
| 3697 | FARR MILLER & WASHINGTON LLC/DC | $730M | Q1 2014 | 5/16/2014 | 131 |
| 3698 | Ignite Planners, LLC | $729M | Q2 2026 | 7/23/2026 | 426 |
| 3699 | Hawkins Capital L.P. | $729M | Q1 2014 | 5/12/2014 | 18 |
| 3700 | Caitong International Asset Management Co., Ltd | $729M | Q2 2026 | 8/4/2026 | 2,999 |
| 3701 | Vanderbilt University | $728M | Q2 2026 | 7/22/2026 | 74 |
| 3702 | PROFFITT & GOODSON INC | $728M | Q2 2026 | 7/22/2026 | 298 |
| 3703 | INSPIRE TRUST CO, N.A. | $727M | Q2 2026 | 8/5/2026 | 111 |
| 3704 | Lombard Odier Asset Management (USA) Corp | $727M | Q2 2026 | 8/14/2026 | 142 |
| 3705 | LONE PEAK GLOBAL INVESTORS LLC | $727M | Q2 2026 | 8/10/2026 | 43 |
| 3706 | IFG Advisors, LLC | $725M | Q2 2026 | 7/22/2026 | 165 |
| 3707 | Murchinson Ltd. | $725M | Q2 2026 | 8/13/2026 | 125 |
| 3708 | Tensile Capital Management LP | $724M | Q2 2026 | 8/14/2026 | 22 |
| 3709 | Palo Alto Investors LP | $724M | Q2 2026 | 8/19/2026 | 52 |
| 3710 | DEBUSSY CAPITAL MANAGEMENT LP | $723M | Q1 2026 | 5/14/2026 | 290 |
| 3711 | Stablepoint Partners, LLC | $723M | Q2 2026 | 7/9/2026 | 260 |
| 3712 | Stonebridge Financial Group, LLC/CA | $722M | Q2 2026 | 8/13/2026 | 310 |
| 3713 | Banque Cantonale Vaudoise | $722M | Q2 2026 | 7/31/2026 | 816 |
| 3714 | ALLEN OPERATIONS LLC | $722M | Q2 2026 | 8/5/2026 | 33 |
| 3715 | Hazelview Securities Inc. | $722M | Q2 2026 | 8/14/2026 | 83 |
| 3716 | GCQ FUNDS MANAGEMENT PTY Ltd | $721M | Q2 2026 | 8/11/2026 | 14 |
| 3717 | ASK CAPITAL MANAGEMENT, LLC | $721M | Q2 2026 | 7/27/2026 | 4 |
| 3718 | SHENKMAN CAPITAL MANAGEMENT INC | $721M | Q2 2026 | 8/10/2026 | 80 |
| 3719 | Security Financial Services, INC. | $721M | Q2 2026 | 7/15/2026 | 203 |
| 3720 | Phocas Financial Corp. | $721M | Q2 2026 | 7/30/2026 | 153 |
| 3721 | Smith, Graham & Co., Investment Advisors, LP | $720M | Q2 2014 | 7/23/2014 | 136 |
| 3722 | HighTower Trust Company, N.A. | $719M | Q1 2014 | 5/13/2014 | 140 |
| 3723 | JACKSON SQUARE CAPITAL, LLC | $719M | Q2 2026 | 7/21/2026 | 138 |
| 3724 | Drexel Morgan & Co. | $719M | Q2 2026 | 8/13/2026 | 60 |
| 3725 | Elgethun Capital Management | $718M | Q2 2026 | 7/29/2026 | 174 |
| 3726 | Austin Asset Management Co Inc | $718M | Q2 2026 | 7/31/2026 | 94 |
| 3727 | Towercrest Capital Management | $717M | Q2 2026 | 8/3/2026 | 110 |
| 3728 | Canvas Wealth Advisors, LLC | $717M | Q2 2026 | 7/10/2026 | 251 |
| 3729 | ZWEIG ADVISERS LLC | $716M | Q2 2014 | 8/7/2014 | 71 |
| 3730 | Rather & Kittrell, Inc. | $716M | Q2 2026 | 8/12/2026 | 108 |
| 3731 | THOMAS WHITE INTERNATIONAL LTD | $715M | Q2 2014 | 8/11/2014 | 355 |
| 3732 | Abu Dhabi Investment Council Co P.J.S.C | $715M | Q2 2026 | 8/13/2026 | 26 |
| 3733 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $715M | Q2 2026 | 8/12/2026 | 269 |
| 3734 | BTG Pactual Global Asset Management Ltd | $714M | Q2 2014 | 8/11/2014 | 220 |
| 3735 | Teilinger Capital Ltd. | $714M | Q2 2026 | 8/14/2026 | 11 |
| 3736 | Huntleigh Advisors, Inc. | $714M | Q2 2026 | 8/4/2026 | 303 |
| 3737 | LJI Wealth Management, LLC | $714M | Q2 2026 | 7/31/2026 | 201 |
| 3738 | MAK CAPITAL ONE LLC | $714M | Q2 2026 | 8/14/2026 | 17 |
| 3739 | Secure Asset Management, LLC | $714M | Q2 2026 | 7/15/2026 | 333 |
| 3740 | Optas, LLC | $714M | Q2 2026 | 7/21/2026 | 494 |
| 3741 | ZEVIN ASSET MANAGEMENT LLC | $713M | Q2 2026 | 8/6/2026 | 97 |
| 3742 | Summit Street Capital Management, LLC | $713M | Q2 2026 | 8/14/2026 | 31 |
| 3743 | Alight Capital Management LP | $712M | Q2 2026 | 8/14/2026 | 83 |
| 3744 | HMI Capital Management, L.P. | $712M | Q2 2026 | 8/14/2026 | 14 |
| 3745 | Tyche Wealth Partners LLC | $712M | Q2 2026 | 8/6/2026 | 339 |
| 3746 | Radnor Capital Management, LLC | $712M | Q2 2026 | 7/16/2026 | 312 |
| 3747 | First National Advisers, LLC | $712M | Q2 2026 | 7/21/2026 | 251 |
| 3748 | SageGuard Financial Group, LLC | $712M | Q2 2026 | 7/27/2026 | 211 |
| 3749 | Hexagon Capital Partners LLC | $711M | Q2 2026 | 8/6/2026 | 268 |
| 3750 | FINDELL CAPITAL MANAGEMENT LLC | $710M | Q2 2026 | 8/14/2026 | 13 |
| 3751 | Trust Co of the South | $710M | Q2 2026 | 7/1/2026 | 146 |
| 3752 | Tulsa Wealth Advisors, INC | $710M | Q2 2026 | 8/6/2026 | 166 |
| 3753 | Hamilton Point Investment Advisors, LLC | $710M | Q2 2026 | 7/28/2026 | 193 |
| 3754 | Natixis Investment Managers International | $710M | Q1 2014 | 8/6/2014 | 169 |
| 3755 | Chandler Asset Management, Inc. | $710M | Q2 2026 | 8/7/2026 | 21 |
| 3756 | Destiny Wealth Partners, LLC | $709M | Q2 2026 | 8/7/2026 | 186 |
| 3757 | Monarch Alternative Capital LP | $707M | Q2 2026 | 8/14/2026 | 8 |
| 3758 | K.J. Harrison & Partners Inc | $706M | Q2 2026 | 8/7/2026 | 224 |
| 3759 | CENTRAL BANK & TRUST CO | $705M | Q2 2026 | 7/17/2026 | 185 |
| 3760 | Santa Fe Partners LLC | $705M | Q1 2014 | 5/14/2014 | 451 |
| 3761 | KELLEHER FINANCIAL ADVISORS | $705M | Q2 2026 | 8/6/2026 | 1,054 |
| 3762 | Rivermont Capital Management LP | $705M | Q2 2026 | 8/13/2026 | 20 |
| 3763 | Pacific Sage Partners, LLC | $705M | Q2 2026 | 8/6/2026 | 127 |
| 3764 | VEGA INVESTMENT SOLUTIONS | $705M | Q2 2026 | 8/13/2026 | 144 |
| 3765 | DSG Capital Advisors, LLC | $704M | Q2 2026 | 8/6/2026 | 118 |
| 3766 | TLT Family Holdco ULC | $704M | Q2 2026 | 8/13/2026 | 9 |
| 3767 | PLATINUM PARAMOUNT INVESTMENT LTD. | $704M | Q2 2026 | 8/14/2026 | 3 |
| 3768 | Talos Eurisko Asset Management LP | $703M | Q2 2026 | 8/12/2026 | 25 |
| 3769 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $703M | Q2 2026 | 7/20/2026 | 120 |
| 3770 | Global Wealth Management Investment Advisory, Inc. | $703M | Q2 2026 | 7/29/2026 | 160 |
| 3771 | G.F.W. Energy VIII, L.P. | $702M | Q1 2014 | 5/15/2014 | 2 |
| 3772 | Mountain Capital Investment Advisors Inc. | $702M | Q2 2026 | 7/14/2026 | 95 |
| 3773 | Summit Wealth Partners, LLC | $702M | Q2 2026 | 8/3/2026 | 280 |
| 3774 | Sabal Trust CO | $702M | Q2 2014 | 7/25/2014 | 103 |
| 3775 | 12th Street Asset Management Company, LLC | $702M | Q2 2026 | 8/13/2026 | 32 |
| 3776 | Strategic Global Advisors, LLC | $702M | Q2 2026 | 8/14/2026 | 129 |
| 3777 | Atlas Wealth LLC | $701M | Q2 2026 | 7/28/2026 | 178 |
| 3778 | OAK HILL ADVISORS LP | $701M | Q2 2026 | 8/14/2026 | 12 |
| 3779 | American Money Management, LLC | $700M | Q2 2026 | 8/13/2026 | 174 |
| 3780 | BWCP, LP | $700M | Q2 2026 | 8/14/2026 | 24 |
| 3781 | RAINEY & RANDALL WEALTH ADVISORS INC. | $700M | Q2 2026 | 7/23/2026 | 77 |
| 3782 | LARCH CAPITAL PARTNERS LLC | $700M | Q2 2026 | 8/17/2026 | 58 |
| 3783 | Probity Advisors, Inc. | $699M | Q2 2026 | 7/31/2026 | 232 |
| 3784 | FIDUCIENT ADVISORS LLC | $698M | Q2 2026 | 8/7/2026 | 153 |
| 3785 | Tarbox Family Office, Inc. | $698M | Q2 2026 | 8/3/2026 | 96 |
| 3786 | Princeton Global Asset Management LLC | $698M | Q2 2026 | 7/16/2026 | 831 |
| 3787 | DV EQUITIES, LLC | $698M | Q2 2026 | 8/14/2026 | 107 |
| 3788 | SII INVESTMENTS INC/WI | $697M | Q2 2014 | 7/28/2014 | 480 |
| 3789 | Saturn V Capital Management LP | $697M | Q2 2026 | 8/14/2026 | 23 |
| 3790 | Convergent Wealth Advisors | $697M | Q2 2014 | 8/8/2014 | 31 |
| 3791 | Mraz, Amerine & Associates, Inc. | $697M | Q2 2026 | 7/16/2026 | 199 |
| 3792 | FINANCIAL MANAGEMENT NETWORK INC | $697M | Q2 2026 | 8/6/2026 | 211 |
| 3793 | Crane Advisory, LLC | $697M | Q2 2026 | 7/17/2026 | 55 |
| 3794 | STANDARD PACIFIC CAPITAL LLC/CA | $697M | Q1 2014 | 5/7/2014 | 41 |
| 3795 | Brickley Wealth Management | $696M | Q2 2026 | 7/13/2026 | 68 |
| 3796 | IPG Investment Advisors LLC | $696M | Q2 2026 | 8/12/2026 | 268 |
| 3797 | G.F.W. Energy X, L.P. | $696M | Q1 2014 | 5/15/2014 | 2 |
| 3798 | Affiance Financial, LLC | $695M | Q2 2026 | 7/9/2026 | 111 |
| 3799 | Cornerstone Management, Inc. | $695M | Q2 2026 | 7/16/2026 | 67 |
| 3800 | BRC Investment Management LLC | $695M | Q2 2014 | 7/16/2014 | 137 |