Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3801 | GRACE & WHITE INC /NY | $632M | Q2 2026 | 7/17/2026 | 133 |
| 3802 | American Money Management, LLC | $632M | Q1 2026 | 5/11/2026 | 168 |
| 3803 | ESSEX INVESTMENT MANAGEMENT CO LLC | $632M | Q1 2026 | 5/11/2026 | 305 |
| 3804 | Summit Wealth Partners, LLC | $632M | Q1 2026 | 4/17/2026 | 271 |
| 3805 | Wealth Alliance Advisory Group, LLC | $632M | Q1 2026 | 4/9/2026 | 197 |
| 3806 | MURPHY CAPITAL MANAGEMENT INC | $631M | Q2 2014 | 7/24/2014 | 337 |
| 3807 | BlueSpruce Investments, LP | $631M | Q1 2026 | 5/15/2026 | 10 |
| 3808 | Probity Advisors, Inc. | $631M | Q1 2026 | 4/28/2026 | 230 |
| 3809 | Generali Powszechne Towarzystwo Emerytalne | $631M | Q2 2026 | 7/22/2026 | 25 |
| 3810 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $630M | Q1 2026 | 5/15/2026 | 12 |
| 3811 | CROFT-LEOMINSTER INC | $630M | Q1 2014 | 5/15/2014 | 190 |
| 3812 | SPHERA FUNDS MANAGEMENT LTD. | $630M | Q1 2026 | 5/15/2026 | 96 |
| 3813 | Vancity Investment Management Ltd | $629M | Q1 2026 | 5/15/2026 | 94 |
| 3814 | Stenger Family Office, LLC | $629M | Q2 2026 | 7/13/2026 | 132 |
| 3815 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $629M | Q1 2026 | 5/4/2026 | 206 |
| 3816 | Formidable Asset Management, LLC | $629M | Q2 2026 | 7/17/2026 | 387 |
| 3817 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $629M | Q1 2026 | 5/14/2026 | 264 |
| 3818 | Copper Rock Capital Partners, LLC | $628M | Q2 2014 | 7/8/2014 | 160 |
| 3819 | PETTYJOHN, WOOD & WHITE, INC | $628M | Q1 2026 | 5/15/2026 | 214 |
| 3820 | Madison Wealth Partners, Inc | $627M | Q1 2026 | 4/30/2026 | 220 |
| 3821 | LJI Wealth Management, LLC | $626M | Q1 2026 | 5/4/2026 | 194 |
| 3822 | FrontFour Capital Group LLC | $626M | Q1 2014 | 5/15/2014 | 44 |
| 3823 | Strategic Global Advisors, LLC | $625M | Q1 2026 | 5/15/2026 | 142 |
| 3824 | Bellecapital International Ltd. | $625M | Q2 2026 | 7/22/2026 | 123 |
| 3825 | DSG Capital Advisors, LLC | $625M | Q1 2026 | 4/27/2026 | 123 |
| 3826 | Chemistry Wealth Management LLC | $625M | Q2 2026 | 7/9/2026 | 210 |
| 3827 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | $625M | Q1 2026 | 5/13/2026 | 42 |
| 3828 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $625M | Q1 2026 | 4/28/2026 | 176 |
| 3829 | Annis Gardner Whiting Capital Advisors, LLC | $625M | Q1 2026 | 5/6/2026 | 1,330 |
| 3830 | Spinnaker Investment Group, LLC | $624M | Q2 2026 | 7/10/2026 | 179 |
| 3831 | Al Mehwar Commercial Investments LLC | $624M | Q4 2025 | 2/17/2026 | 1 |
| 3832 | Pettinga Financial Advisors LLC | $624M | Q2 2026 | 7/9/2026 | 156 |
| 3833 | Kinsale Capital Group, Inc. | $624M | Q1 2026 | 5/6/2026 | 41 |
| 3834 | AMARILLO NATIONAL BANK | $624M | Q2 2026 | 7/15/2026 | 98 |
| 3835 | West Virginia University Foundation, Inc | $623M | Q1 2026 | 5/13/2026 | 2 |
| 3836 | TB Alternative Assets Ltd. | $623M | Q2 2026 | 7/17/2026 | 34 |
| 3837 | BLUM CAPITAL PARTNERS LP | $623M | Q1 2014 | 5/15/2014 | 6 |
| 3838 | Deltroit Asset Management (UK) LLP | $623M | Q1 2026 | 5/15/2026 | 42 |
| 3839 | Kemnay Advisory Services Inc. | $622M | Q1 2026 | 5/15/2026 | 1,190 |
| 3840 | Deer Management Co. LLC | $622M | Q1 2026 | 5/15/2026 | 9 |
| 3841 | Headwater Capital Co Ltd | $622M | Q1 2026 | 5/14/2026 | 15 |
| 3842 | KCM Capital Inc | $622M | Q1 2026 | 5/13/2026 | 34 |
| 3843 | FLC Capital Advisors | $622M | Q2 2026 | 7/20/2026 | 236 |
| 3844 | AGAVE CAPITAL MANAGEMENT Ltd | $622M | Q1 2026 | 5/13/2026 | 8 |
| 3845 | PRIVATE ASSET MANAGEMENT INC | $621M | Q2 2014 | 8/6/2014 | 145 |
| 3846 | TEXAS TREASURY SAFEKEEPING TRUST CO | $620M | Q1 2026 | 5/15/2026 | 4 |
| 3847 | Netols Asset Management, Inc. | $620M | Q2 2014 | 8/5/2014 | 70 |
| 3848 | KPS Global Asset Management UK Ltd | $620M | Q2 2026 | 7/20/2026 | 4 |
| 3849 | Baker Chad R | $620M | Q2 2026 | 7/16/2026 | 51 |
| 3850 | RBO & CO LLC | $620M | Q1 2026 | 5/14/2026 | 57 |
| 3851 | Keating Financial Advisory Services, Inc. | $619M | Q1 2026 | 5/15/2026 | 2,570 |
| 3852 | Richmond Investment Services, LLC | $619M | Q1 2026 | 4/29/2026 | 255 |
| 3853 | INVESTMENT MANAGEMENT OF VIRGINIA LLC | $619M | Q2 2014 | 8/8/2014 | 153 |
| 3854 | First PREMIER Bank | $619M | Q2 2026 | 7/15/2026 | 358 |
| 3855 | Asset Management Group, Inc. | $619M | Q1 2026 | 5/15/2026 | 138 |
| 3856 | BURLING WEALTH PARTNERS, LLC | $618M | Q1 2026 | 5/8/2026 | 177 |
| 3857 | MCMORGAN & CO LLC | $618M | Q1 2026 | 5/5/2026 | 40 |
| 3858 | Albar Capital Partners LLP | $618M | Q1 2026 | 5/15/2026 | 36 |
| 3859 | Index Management Solutions, LLC | $618M | Q1 2014 | 5/15/2014 | 1,077 |
| 3860 | Cove Street Capital, LLC | $618M | Q2 2014 | 8/5/2014 | 71 |
| 3861 | KEB ASSET MANAGEMENT, LLC | $618M | Q2 2026 | 7/14/2026 | 137 |
| 3862 | MANOR ROAD CAPITAL PARTNERS, LLC | $618M | Q1 2014 | 5/15/2014 | 14 |
| 3863 | BALESTRA CAPITAL LTD. | $617M | Q2 2014 | 8/1/2014 | 19 |
| 3864 | Sunburst Financial Group, LLC | $617M | Q2 2026 | 7/8/2026 | 134 |
| 3865 | SMI Advisory Services, LLC | $617M | Q2 2026 | 7/9/2026 | 62 |
| 3866 | TIRSCHWELL & LOEWY INC | $617M | Q2 2014 | 7/25/2014 | 82 |
| 3867 | VALUE HOLDINGS MANAGEMENT CO. LLC | $617M | Q1 2026 | 5/11/2026 | 24 |
| 3868 | CPC Advisors, LLC | $617M | Q1 2026 | 4/16/2026 | 144 |
| 3869 | Proprium Capital Partners, L.P. | $616M | Q1 2014 | 5/13/2014 | 2 |
| 3870 | THIRD AVENUE MANAGEMENT LLC | $616M | Q1 2026 | 5/13/2026 | 53 |
| 3871 | Tarbox Family Office, Inc. | $616M | Q1 2026 | 4/23/2026 | 95 |
| 3872 | RAINEY & RANDALL WEALTH ADVISORS INC. | $616M | Q1 2026 | 4/22/2026 | 76 |
| 3873 | QUANTUM CAPITAL MANAGEMENT | $615M | Q1 2014 | 5/16/2014 | 175 |
| 3874 | Sandell Asset Management Corp. | $615M | Q1 2014 | 5/1/2014 | 30 |
| 3875 | TLWM | $615M | Q2 2026 | 7/7/2026 | 73 |
| 3876 | Dynamic Technology Lab Private Ltd | $615M | Q1 2026 | 5/15/2026 | 832 |
| 3877 | Conrad Siegel Investment Advisors, Inc. | $615M | Q2 2026 | 7/17/2026 | 74 |
| 3878 | Clearstead Trust, LLC | $613M | Q1 2026 | 5/6/2026 | 981 |
| 3879 | Balefire, LLC | $613M | Q2 2026 | 7/7/2026 | 475 |
| 3880 | MASON CAPITAL MANAGEMENT LLC | $613M | Q1 2026 | 5/15/2026 | 7 |
| 3881 | Providence Capital Advisors, LLC | $613M | Q1 2026 | 5/14/2026 | 200 |
| 3882 | Calydon Capital | $613M | Q1 2026 | 5/15/2026 | 247 |
| 3883 | Twele Capital Management, Inc. | $612M | Q2 2026 | 7/14/2026 | 40 |
| 3884 | JACOBSON & SCHMITT ADVISORS, LLC | $612M | Q2 2026 | 7/14/2026 | 81 |
| 3885 | 12th Street Asset Management Company, LLC | $611M | Q1 2026 | 5/12/2026 | 32 |
| 3886 | Verbena Value LP | $611M | Q1 2026 | 5/4/2026 | 26 |
| 3887 | Convergence Investment Partners, LLC | $611M | Q1 2026 | 5/7/2026 | 235 |
| 3888 | FRG Family Wealth Advisors LLC | $611M | Q1 2026 | 4/24/2026 | 156 |
| 3889 | Citizens Business Bank | $610M | Q1 2026 | 5/1/2026 | 135 |
| 3890 | Prosight Management, LP | $610M | Q1 2026 | 5/15/2026 | 46 |
| 3891 | Pandi, LLC | $610M | Q1 2026 | 5/12/2026 | 4 |
| 3892 | Blue Fin Capital, Inc. | $610M | Q1 2026 | 5/28/2026 | 150 |
| 3893 | DGS Capital Management, LLC | $609M | Q1 2026 | 4/28/2026 | 629 |
| 3894 | STRATEGY ASSET MANAGERS LLC | $609M | Q1 2026 | 5/12/2026 | 263 |
| 3895 | Sompo Asset Management Co., Ltd. | $609M | Q2 2026 | 7/14/2026 | 177 |
| 3896 | AMERICAN INTERNATIONAL GROUP, INC. | $609M | Q1 2026 | 5/8/2026 | 2 |
| 3897 | Opes Wealth Management LLC | $609M | Q1 2026 | 4/28/2026 | 146 |
| 3898 | Ellsworth Advisors, LLC | $609M | Q2 2026 | 7/16/2026 | 182 |
| 3899 | Fourth Sail Capital LP | $608M | Q1 2026 | 5/15/2026 | 25 |
| 3900 | Austin Asset Management Co Inc | $608M | Q1 2026 | 4/29/2026 | 85 |
| 3901 | NFSG Corp | $608M | Q1 2026 | 5/5/2026 | 1,182 |
| 3902 | K.J. Harrison & Partners Inc | $608M | Q1 2026 | 4/28/2026 | 225 |
| 3903 | BEACON TRUST CO | $608M | Q2 2014 | 8/4/2014 | 199 |
| 3904 | MYDA Advisors LLC | $608M | Q1 2026 | 5/14/2026 | 151 |
| 3905 | Everest Financial Group LLC | $607M | Q1 2026 | 5/15/2026 | 199 |
| 3906 | Altiora Financial Group, LLC | $607M | Q1 2026 | 5/8/2026 | 110 |
| 3907 | Cobble Hill Financial Services, INC | $606M | Q1 2014 | 5/15/2014 | 51 |
| 3908 | Pier Capital, LLC | $606M | Q1 2026 | 5/14/2026 | 122 |
| 3909 | Topline Capital Management, LLC | $605M | Q1 2026 | 5/15/2026 | 43 |
| 3910 | Jackson Hole Capital Partners, LLC | $605M | Q1 2026 | 5/8/2026 | 313 |
| 3911 | Fortis Group Advisors, LLC | $605M | Q1 2026 | 5/8/2026 | 664 |
| 3912 | Elgethun Capital Management | $605M | Q1 2026 | 5/14/2026 | 166 |
| 3913 | Personal Capital Advisors Corp | $604M | Q2 2014 | 7/23/2014 | 88 |
| 3914 | Perkins Coie Trust Co | $603M | Q2 2026 | 7/9/2026 | 260 |
| 3915 | WESTWOOD MANAGEMENT CORP /IL/ | $603M | Q2 2014 | 7/17/2014 | 87 |
| 3916 | Partners in Financial Planning | $603M | Q1 2026 | 5/11/2026 | 122 |
| 3917 | Intrinsic Edge Capital Management LLC | $603M | Q1 2026 | 5/18/2026 | 111 |
| 3918 | Independence Capital Asset Partners, LLC | $602M | Q1 2014 | 5/15/2014 | 97 |
| 3919 | Elk River Wealth Management LLC | $602M | Q1 2026 | 4/17/2026 | 99 |
| 3920 | Strategic Advisors LLC | $602M | Q1 2026 | 5/14/2026 | 183 |
| 3921 | Capricorn Investment Group LLC | $602M | Q1 2026 | 5/15/2026 | 7 |
| 3922 | PRECEDENT WEALTH PARTNERS, LLC | $601M | Q2 2026 | 7/21/2026 | 207 |
| 3923 | North Peak Capital Management, LLC | $601M | Q1 2026 | 5/14/2026 | 7 |
| 3924 | Onex Canada Asset Management Inc. | $601M | Q1 2026 | 5/15/2026 | 78 |
| 3925 | Marotta Asset Management | $601M | Q2 2026 | 7/9/2026 | 103 |
| 3926 | LONE PEAK GLOBAL INVESTORS LLC | $600M | Q1 2026 | 5/14/2026 | 42 |
| 3927 | Endurance Wealth Management, Inc. | $600M | Q2 2014 | 8/1/2014 | 185 |
| 3928 | Beverly Hills Private Wealth, LLC | $600M | Q1 2026 | 5/1/2026 | 347 |
| 3929 | Warberg Asset Management LLC | $600M | Q1 2026 | 5/7/2026 | 192 |
| 3930 | GSK plc | $599M | Q1 2026 | 5/14/2026 | 13 |
| 3931 | Whitaker-Myers Wealth Managers, LTD. | $599M | Q2 2026 | 7/8/2026 | 113 |
| 3932 | Systelligence, LLC | $599M | Q2 2026 | 7/14/2026 | 62 |
| 3933 | Stanley Capital Management, LLC | $598M | Q1 2026 | 5/12/2026 | 40 |
| 3934 | Financial Strategies Group, Inc. | $598M | Q1 2026 | 5/8/2026 | 101 |
| 3935 | Estuary Capital Management LP | $598M | Q1 2026 | 5/15/2026 | 22 |
| 3936 | Te Ahumairangi Investment Management Ltd | $597M | Q1 2026 | 5/14/2026 | 86 |
| 3937 | CEDAR HILL ASSOCIATES, LLC | $596M | Q1 2014 | 5/13/2014 | 75 |
| 3938 | Balboa Wealth Partners | $596M | Q1 2026 | 4/16/2026 | 455 |
| 3939 | WEST PACES ADVISORS INC. | $596M | Q2 2026 | 7/17/2026 | 765 |
| 3940 | ABLE Financial Group, LLC | $596M | Q2 2026 | 7/22/2026 | 222 |
| 3941 | Phraction Management LLC | $596M | Q2 2026 | 7/20/2026 | 66 |
| 3942 | SOA Wealth Advisors, LLC. | $595M | Q2 2026 | 7/21/2026 | 892 |
| 3943 | Bornite Capital Management LP | $595M | Q1 2026 | 5/15/2026 | 17 |
| 3944 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $595M | Q1 2026 | 4/29/2026 | 212 |
| 3945 | Covenant Asset Management, LLC | $595M | Q2 2026 | 7/20/2026 | 164 |
| 3946 | Edge Wealth Management LLC | $594M | Q2 2026 | 7/9/2026 | 87 |
| 3947 | Endurance Services Ltd | $594M | Q1 2026 | 5/13/2026 | 8 |
| 3948 | KIRR MARBACH & CO LLC /IN/ | $594M | Q2 2026 | 7/14/2026 | 57 |
| 3949 | ALM First Financial Advisors, LLC | $594M | Q2 2026 | 7/10/2026 | 22 |
| 3950 | HYMAN CHARLES D | $594M | Q2 2014 | 7/29/2014 | 151 |
| 3951 | Matthew Goff Investment Advisor, LLC | $593M | Q2 2026 | 7/7/2026 | 91 |
| 3952 | Almanack Investment Partners, LLC. | $592M | Q1 2026 | 5/5/2026 | 177 |
| 3953 | 12 West Capital Management LP | $592M | Q1 2026 | 5/15/2026 | 20 |
| 3954 | Glovista Investments LLC | $592M | Q1 2014 | 5/14/2014 | 86 |
| 3955 | Concord Asset Management, LLC/VA | $592M | Q1 2026 | 5/1/2026 | 117 |
| 3956 | MA Private Wealth | $591M | Q1 2026 | 5/7/2026 | 86 |
| 3957 | Land & Buildings Investment Management, LLC | $591M | Q1 2026 | 5/15/2026 | 20 |
| 3958 | Sunriver Management LLC | $591M | Q1 2026 | 5/14/2026 | 18 |
| 3959 | Maia Wealth LLC | $591M | Q1 2026 | 5/8/2026 | 349 |
| 3960 | Deer Park Road Corp | $591M | Q1 2026 | 5/15/2026 | 8 |
| 3961 | Beck Bode, LLC | $591M | Q1 2026 | 5/7/2026 | 100 |
| 3962 | Catalyst Funds Management Pty Ltd | $591M | Q1 2026 | 5/11/2026 | 586 |
| 3963 | Bellwether Advisors, LLC | $590M | Q1 2026 | 5/12/2026 | 159 |
| 3964 | Fourthstone LLC | $590M | Q1 2026 | 5/15/2026 | 62 |
| 3965 | Ecofin Advisors Ltd | $589M | Q2 2014 | 7/15/2014 | 66 |
| 3966 | MIG Capital, LLC | $589M | Q4 2025 | 2/17/2026 | 43 |
| 3967 | Elwood & Goetz Wealth Advisory Group, LLC | $589M | Q1 2026 | 5/1/2026 | 138 |
| 3968 | Blume Capital Management, Inc. | $588M | Q1 2026 | 5/1/2026 | 337 |
| 3969 | DIADEMA PARTNERS LP | $588M | Q1 2026 | 5/15/2026 | 144 |
| 3970 | MARTIN & CO INC /TN/ | $587M | Q1 2026 | 5/13/2026 | 101 |
| 3971 | WestHill Financial Advisors, Inc. | $587M | Q2 2026 | 7/21/2026 | 82 |
| 3972 | Premier Financial Group | $587M | Q1 2026 | 5/5/2026 | 46 |
| 3973 | Frec Markets, Inc. | $587M | Q1 2026 | 5/13/2026 | 644 |
| 3974 | Curbstone Financial Management Corp | $587M | Q2 2026 | 7/14/2026 | 215 |
| 3975 | Brady Martz Wealth Solutions, LLC | $587M | Q1 2026 | 4/15/2026 | 195 |
| 3976 | MFA WEALTH ADVISORS, LLC | $587M | Q2 2026 | 7/13/2026 | 99 |
| 3977 | RAY GERALD L & ASSOCIATES LTD | $587M | Q2 2014 | 8/4/2014 | 308 |
| 3978 | PAX Financial Group, LLC | $586M | Q1 2026 | 4/27/2026 | 199 |
| 3979 | Garden Investment Management, L.P. | $586M | Q1 2026 | 5/15/2026 | 2 |
| 3980 | Talos Eurisko Asset Management LP | $585M | Q1 2026 | 5/14/2026 | 23 |
| 3981 | CAPITAL MANAGEMENT CORP /VA | $585M | Q1 2026 | 4/23/2026 | 71 |
| 3982 | RETIREMENT INCOME SOLUTIONS, INC | $585M | Q1 2026 | 5/4/2026 | 173 |
| 3983 | Capital Group Investment Management Pte. Ltd. | $585M | Q1 2026 | 5/13/2026 | 140 |
| 3984 | Huntleigh Advisors, Inc. | $585M | Q1 2026 | 4/21/2026 | 282 |
| 3985 | KTF INVESTMENTS, LLC | $584M | Q1 2026 | 5/4/2026 | 91 |
| 3986 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $584M | Q1 2026 | 4/22/2026 | 366 |
| 3987 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $584M | Q1 2026 | 4/16/2026 | 141 |
| 3988 | Div Capital Phoenix Assets Ltd | $583M | Q2 2026 | 7/17/2026 | 9 |
| 3989 | Hobart Private Capital, LLC | $583M | Q2 2026 | 7/6/2026 | 137 |
| 3990 | IPG Investment Advisors LLC | $582M | Q1 2026 | 5/12/2026 | 242 |
| 3991 | Goodman Financial Corp | $582M | Q1 2026 | 5/6/2026 | 77 |
| 3992 | D L CARLSON INVESTMENT GROUP INC | $582M | Q1 2026 | 5/13/2026 | 135 |
| 3993 | Great Diamond Partners, LLC | $582M | Q2 2026 | 7/17/2026 | 238 |
| 3994 | Liberty Capital Management, Inc. | $582M | Q2 2026 | 7/17/2026 | 184 |
| 3995 | Cambridge Advisors Inc. | $582M | Q2 2026 | 7/16/2026 | 183 |
| 3996 | Technology Crossover Management XI, Ltd. | $582M | Q1 2026 | 5/8/2026 | 2 |
| 3997 | Trybe Capital Management LP | $581M | Q1 2026 | 5/15/2026 | 7 |
| 3998 | Mengis Capital Management, Inc. | $581M | Q1 2026 | 5/12/2026 | 212 |
| 3999 | Kesler, Norman & Wride, LLC | $581M | Q1 2026 | 5/6/2026 | 245 |
| 4000 | Cedar Mountain Advisors, LLC | $581M | Q2 2026 | 7/2/2026 | 1,175 |