Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3801 | MANOR ROAD CAPITAL PARTNERS, LLC | $618M | Q1 2014 | 5/15/2014 | 14 |
| 3802 | RIVERSEDGE ADVISORS, LLC | $618M | Q1 2026 | 4/15/2026 | 216 |
| 3803 | BALESTRA CAPITAL LTD. | $617M | Q2 2014 | 8/1/2014 | 19 |
| 3804 | Affiance Financial, LLC | $617M | Q1 2026 | 4/14/2026 | 106 |
| 3805 | TIRSCHWELL & LOEWY INC | $617M | Q2 2014 | 7/25/2014 | 82 |
| 3806 | VALUE HOLDINGS MANAGEMENT CO. LLC | $617M | Q1 2026 | 5/11/2026 | 24 |
| 3807 | Alpha Omega Wealth Management LLC | $617M | Q1 2026 | 4/7/2026 | 206 |
| 3808 | CPC Advisors, LLC | $617M | Q1 2026 | 4/16/2026 | 144 |
| 3809 | Proprium Capital Partners, L.P. | $616M | Q1 2014 | 5/13/2014 | 2 |
| 3810 | THIRD AVENUE MANAGEMENT LLC | $616M | Q1 2026 | 5/13/2026 | 53 |
| 3811 | Tarbox Family Office, Inc. | $616M | Q1 2026 | 4/23/2026 | 95 |
| 3812 | RAINEY & RANDALL WEALTH ADVISORS INC. | $616M | Q1 2026 | 4/22/2026 | 76 |
| 3813 | QUANTUM CAPITAL MANAGEMENT | $615M | Q1 2014 | 5/16/2014 | 175 |
| 3814 | Sandell Asset Management Corp. | $615M | Q1 2014 | 5/1/2014 | 30 |
| 3815 | Dynamic Technology Lab Private Ltd | $615M | Q1 2026 | 5/15/2026 | 832 |
| 3816 | Clearstead Trust, LLC | $613M | Q1 2026 | 5/6/2026 | 981 |
| 3817 | Princeton Global Asset Management LLC | $613M | Q1 2026 | 4/22/2026 | 829 |
| 3818 | MASON CAPITAL MANAGEMENT LLC | $613M | Q1 2026 | 5/15/2026 | 7 |
| 3819 | Providence Capital Advisors, LLC | $613M | Q1 2026 | 5/14/2026 | 200 |
| 3820 | Calydon Capital | $613M | Q1 2026 | 5/15/2026 | 247 |
| 3821 | 12th Street Asset Management Company, LLC | $611M | Q1 2026 | 5/12/2026 | 32 |
| 3822 | DUDLEY & SHANLEY, INC. | $611M | Q1 2026 | 4/8/2026 | 37 |
| 3823 | Verbena Value LP | $611M | Q1 2026 | 5/4/2026 | 26 |
| 3824 | Boston Standard Wealth Management, LLC | $611M | Q1 2026 | 4/20/2026 | 56 |
| 3825 | Convergence Investment Partners, LLC | $611M | Q1 2026 | 5/7/2026 | 235 |
| 3826 | IFG Advisors, LLC | $611M | Q1 2026 | 4/9/2026 | 149 |
| 3827 | FRG Family Wealth Advisors LLC | $611M | Q1 2026 | 4/24/2026 | 156 |
| 3828 | Citizens Business Bank | $610M | Q1 2026 | 5/1/2026 | 135 |
| 3829 | Armbruster Capital Management, Inc. | $610M | Q1 2026 | 4/21/2026 | 132 |
| 3830 | Prosight Management, LP | $610M | Q1 2026 | 5/15/2026 | 46 |
| 3831 | Pandi, LLC | $610M | Q1 2026 | 5/12/2026 | 4 |
| 3832 | DGS Capital Management, LLC | $609M | Q1 2026 | 4/28/2026 | 629 |
| 3833 | STRATEGY ASSET MANAGERS LLC | $609M | Q1 2026 | 5/12/2026 | 263 |
| 3834 | AMERICAN INTERNATIONAL GROUP, INC. | $609M | Q1 2026 | 5/8/2026 | 2 |
| 3835 | Opes Wealth Management LLC | $609M | Q1 2026 | 4/28/2026 | 146 |
| 3836 | Fourth Sail Capital LP | $608M | Q1 2026 | 5/15/2026 | 25 |
| 3837 | FOUNDERS CAPITAL MANAGEMENT, LLC | $608M | Q1 2026 | 4/23/2026 | 74 |
| 3838 | Austin Asset Management Co Inc | $608M | Q1 2026 | 4/29/2026 | 85 |
| 3839 | NFSG Corp | $608M | Q1 2026 | 5/5/2026 | 1,182 |
| 3840 | K.J. Harrison & Partners Inc | $608M | Q1 2026 | 4/28/2026 | 225 |
| 3841 | BEACON TRUST CO | $608M | Q2 2014 | 8/4/2014 | 199 |
| 3842 | MYDA Advisors LLC | $608M | Q1 2026 | 5/14/2026 | 151 |
| 3843 | Montecito Bank & Trust | $607M | Q1 2026 | 4/16/2026 | 266 |
| 3844 | Everest Financial Group LLC | $607M | Q1 2026 | 5/15/2026 | 199 |
| 3845 | Altiora Financial Group, LLC | $607M | Q1 2026 | 5/8/2026 | 110 |
| 3846 | SMI Advisory Services, LLC | $607M | Q1 2026 | 4/7/2026 | 60 |
| 3847 | Cobble Hill Financial Services, INC | $606M | Q1 2014 | 5/15/2014 | 51 |
| 3848 | Pier Capital, LLC | $606M | Q1 2026 | 5/14/2026 | 122 |
| 3849 | Topline Capital Management, LLC | $605M | Q1 2026 | 5/15/2026 | 43 |
| 3850 | Jackson Hole Capital Partners, LLC | $605M | Q1 2026 | 5/8/2026 | 313 |
| 3851 | STEGINSKY CAPITAL LLC | $605M | Q1 2026 | 5/4/2026 | 8 |
| 3852 | Fortis Group Advisors, LLC | $605M | Q1 2026 | 5/8/2026 | 664 |
| 3853 | CYPRESS FUNDS LLC | $605M | Q4 2025 | 1/20/2026 | 14 |
| 3854 | Elgethun Capital Management | $605M | Q1 2026 | 5/14/2026 | 166 |
| 3855 | San Luis Wealth Advisors LLC | $604M | Q1 2026 | 4/29/2026 | 175 |
| 3856 | Personal Capital Advisors Corp | $604M | Q2 2014 | 7/23/2014 | 88 |
| 3857 | WESTWOOD MANAGEMENT CORP /IL/ | $603M | Q2 2014 | 7/17/2014 | 87 |
| 3858 | Partners in Financial Planning | $603M | Q1 2026 | 5/11/2026 | 122 |
| 3859 | Intrinsic Edge Capital Management LLC | $603M | Q1 2026 | 5/18/2026 | 111 |
| 3860 | Independence Capital Asset Partners, LLC | $602M | Q1 2014 | 5/15/2014 | 97 |
| 3861 | Elk River Wealth Management LLC | $602M | Q1 2026 | 4/17/2026 | 99 |
| 3862 | Strategic Advisors LLC | $602M | Q1 2026 | 5/14/2026 | 183 |
| 3863 | Matrix Trust Co | $602M | Q1 2026 | 4/9/2026 | 178 |
| 3864 | Capricorn Investment Group LLC | $602M | Q1 2026 | 5/15/2026 | 7 |
| 3865 | North Peak Capital Management, LLC | $601M | Q1 2026 | 5/14/2026 | 7 |
| 3866 | Onex Canada Asset Management Inc. | $601M | Q1 2026 | 5/15/2026 | 78 |
| 3867 | Clear Trail Advisors, LLC | $601M | Q1 2026 | 4/17/2026 | 149 |
| 3868 | Citizens National Bank Trust Department | $601M | Q1 2026 | 5/4/2026 | 382 |
| 3869 | LONE PEAK GLOBAL INVESTORS LLC | $600M | Q1 2026 | 5/14/2026 | 42 |
| 3870 | Endurance Wealth Management, Inc. | $600M | Q2 2014 | 8/1/2014 | 185 |
| 3871 | Beverly Hills Private Wealth, LLC | $600M | Q1 2026 | 5/1/2026 | 347 |
| 3872 | Matthew Goff Investment Advisor, LLC | $600M | Q1 2026 | 4/16/2026 | 107 |
| 3873 | Warberg Asset Management LLC | $600M | Q1 2026 | 5/7/2026 | 192 |
| 3874 | GSK plc | $599M | Q1 2026 | 5/14/2026 | 13 |
| 3875 | Stanley Capital Management, LLC | $598M | Q1 2026 | 5/12/2026 | 40 |
| 3876 | Financial Strategies Group, Inc. | $598M | Q1 2026 | 5/8/2026 | 101 |
| 3877 | Estuary Capital Management LP | $598M | Q1 2026 | 5/15/2026 | 22 |
| 3878 | ORRSTOWN FINANCIAL SERVICES INC | $597M | Q1 2026 | 4/8/2026 | 117 |
| 3879 | Te Ahumairangi Investment Management Ltd | $597M | Q1 2026 | 5/14/2026 | 86 |
| 3880 | Encompass More Asset Management | $597M | Q1 2026 | 4/28/2026 | 251 |
| 3881 | CEDAR HILL ASSOCIATES, LLC | $596M | Q1 2014 | 5/13/2014 | 75 |
| 3882 | Balboa Wealth Partners | $596M | Q1 2026 | 4/16/2026 | 455 |
| 3883 | LAUREL OAK WEALTH MANAGEMENT, LLC | $595M | Q1 2026 | 4/21/2026 | 360 |
| 3884 | Pacific Capital Wealth Advisors, Inc. | $595M | Q1 2026 | 4/14/2026 | 87 |
| 3885 | Bornite Capital Management LP | $595M | Q1 2026 | 5/15/2026 | 17 |
| 3886 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $595M | Q1 2026 | 4/29/2026 | 212 |
| 3887 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $594M | Q1 2026 | 4/30/2026 | 178 |
| 3888 | Endurance Services Ltd | $594M | Q1 2026 | 5/13/2026 | 8 |
| 3889 | HYMAN CHARLES D | $594M | Q2 2014 | 7/29/2014 | 151 |
| 3890 | Almanack Investment Partners, LLC. | $592M | Q1 2026 | 5/5/2026 | 177 |
| 3891 | 12 West Capital Management LP | $592M | Q1 2026 | 5/15/2026 | 20 |
| 3892 | Glovista Investments LLC | $592M | Q1 2014 | 5/14/2014 | 86 |
| 3893 | Concord Asset Management, LLC/VA | $592M | Q1 2026 | 5/1/2026 | 117 |
| 3894 | MA Private Wealth | $591M | Q1 2026 | 5/7/2026 | 86 |
| 3895 | Land & Buildings Investment Management, LLC | $591M | Q1 2026 | 5/15/2026 | 20 |
| 3896 | Sunriver Management LLC | $591M | Q1 2026 | 5/14/2026 | 18 |
| 3897 | Maia Wealth LLC | $591M | Q1 2026 | 5/8/2026 | 349 |
| 3898 | Deer Park Road Corp | $591M | Q1 2026 | 5/15/2026 | 8 |
| 3899 | SeaBridge Investment Advisors LLC | $591M | Q1 2026 | 4/28/2026 | 188 |
| 3900 | Beck Bode, LLC | $591M | Q1 2026 | 5/7/2026 | 100 |
| 3901 | Catalyst Funds Management Pty Ltd | $591M | Q1 2026 | 5/11/2026 | 586 |
| 3902 | Bellwether Advisors, LLC | $590M | Q1 2026 | 5/12/2026 | 159 |
| 3903 | Fourthstone LLC | $590M | Q1 2026 | 5/15/2026 | 62 |
| 3904 | Ecofin Advisors Ltd | $589M | Q2 2014 | 7/15/2014 | 66 |
| 3905 | MIG Capital, LLC | $589M | Q4 2025 | 2/17/2026 | 43 |
| 3906 | Ritter Daniher Financial Advisory LLC / DE | $589M | Q1 2026 | 5/6/2026 | 590 |
| 3907 | Elwood & Goetz Wealth Advisory Group, LLC | $589M | Q1 2026 | 5/1/2026 | 138 |
| 3908 | West Financial Advisors, LLC | $589M | Q1 2026 | 4/8/2026 | 193 |
| 3909 | PATTON FUND MANAGEMENT, INC. | $589M | Q1 2026 | 4/22/2026 | 488 |
| 3910 | Blume Capital Management, Inc. | $588M | Q1 2026 | 5/1/2026 | 337 |
| 3911 | Canvas Wealth Advisors, LLC | $588M | Q1 2026 | 4/28/2026 | 240 |
| 3912 | DIADEMA PARTNERS LP | $588M | Q1 2026 | 5/15/2026 | 144 |
| 3913 | Martel Wealth Advisors LLC | $587M | Q1 2026 | 5/1/2026 | 73 |
| 3914 | MARTIN & CO INC /TN/ | $587M | Q1 2026 | 5/13/2026 | 101 |
| 3915 | Premier Financial Group | $587M | Q1 2026 | 5/5/2026 | 46 |
| 3916 | Perennial Advisors, LLC | $587M | Q1 2026 | 4/13/2026 | 124 |
| 3917 | Frec Markets, Inc. | $587M | Q1 2026 | 5/13/2026 | 644 |
| 3918 | Brady Martz Wealth Solutions, LLC | $587M | Q1 2026 | 4/15/2026 | 195 |
| 3919 | RAY GERALD L & ASSOCIATES LTD | $587M | Q2 2014 | 8/4/2014 | 308 |
| 3920 | PAX Financial Group, LLC | $586M | Q1 2026 | 4/27/2026 | 199 |
| 3921 | Garden Investment Management, L.P. | $586M | Q1 2026 | 5/15/2026 | 2 |
| 3922 | Talos Eurisko Asset Management LP | $585M | Q1 2026 | 5/14/2026 | 23 |
| 3923 | CAPITAL MANAGEMENT CORP /VA | $585M | Q1 2026 | 4/23/2026 | 71 |
| 3924 | RETIREMENT INCOME SOLUTIONS, INC | $585M | Q1 2026 | 5/4/2026 | 173 |
| 3925 | Capital Group Investment Management Pte. Ltd. | $585M | Q1 2026 | 5/13/2026 | 140 |
| 3926 | Huntleigh Advisors, Inc. | $585M | Q1 2026 | 4/21/2026 | 282 |
| 3927 | Edge Wealth Management LLC | $585M | Q1 2026 | 4/20/2026 | 85 |
| 3928 | GenWealth Group, Inc. | $584M | Q1 2026 | 5/11/2026 | 85 |
| 3929 | KTF INVESTMENTS, LLC | $584M | Q1 2026 | 5/4/2026 | 91 |
| 3930 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $584M | Q1 2026 | 4/22/2026 | 366 |
| 3931 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $584M | Q1 2026 | 4/16/2026 | 141 |
| 3932 | Sky Investment Group LLC | $583M | Q1 2026 | 4/16/2026 | 140 |
| 3933 | DIVERSIFIED MANAGEMENT INC | $583M | Q1 2026 | 4/9/2026 | 262 |
| 3934 | Brickley Wealth Management | $583M | Q1 2026 | 5/4/2026 | 60 |
| 3935 | CMH Wealth Management LLC | $583M | Q1 2026 | 4/13/2026 | 113 |
| 3936 | IPG Investment Advisors LLC | $582M | Q1 2026 | 5/12/2026 | 242 |
| 3937 | Goodman Financial Corp | $582M | Q1 2026 | 5/6/2026 | 77 |
| 3938 | D L CARLSON INVESTMENT GROUP INC | $582M | Q1 2026 | 5/13/2026 | 135 |
| 3939 | Tensor Edge Capital, LLC | $582M | Q1 2026 | 4/27/2026 | 17 |
| 3940 | Technology Crossover Management XI, Ltd. | $582M | Q1 2026 | 5/8/2026 | 2 |
| 3941 | Trybe Capital Management LP | $581M | Q1 2026 | 5/15/2026 | 7 |
| 3942 | Advisory Resource Group | $581M | Q1 2026 | 5/15/2026 | 172 |
| 3943 | Mengis Capital Management, Inc. | $581M | Q1 2026 | 5/12/2026 | 212 |
| 3944 | Kesler, Norman & Wride, LLC | $581M | Q1 2026 | 5/6/2026 | 245 |
| 3945 | Gibraltar Capital Management, Inc. | $581M | Q1 2026 | 4/13/2026 | 125 |
| 3946 | JB CAPITAL PARTNERS LP | $581M | Q1 2026 | 5/14/2026 | 85 |
| 3947 | AEGIS FINANCIAL CORP | $580M | Q1 2026 | 5/13/2026 | 37 |
| 3948 | Alerus Investment Advisors Corp | $580M | Q2 2014 | 8/7/2014 | 162 |
| 3949 | PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | $579M | Q1 2014 | 6/6/2014 | 158 |
| 3950 | BOYS ARNOLD & CO INC | $579M | Q2 2014 | 7/8/2014 | 218 |
| 3951 | Bleichroeder LP | $579M | Q1 2026 | 5/14/2026 | 81 |
| 3952 | BOURGEON CAPITAL MANAGEMENT LLC | $578M | Q1 2026 | 4/13/2026 | 108 |
| 3953 | Leonard Rickey Investment Advisors P.L.L.C. | $578M | Q1 2026 | 4/8/2026 | 118 |
| 3954 | Webs Creek Capital Management LP | $578M | Q1 2026 | 5/15/2026 | 14 |
| 3955 | RAND WEALTH, LLC | $577M | Q1 2014 | 4/29/2014 | 196 |
| 3956 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $577M | Q1 2026 | 5/13/2026 | 5 |
| 3957 | Gyrus Investment Management Inc. | $577M | Q1 2014 | 5/14/2014 | 106 |
| 3958 | Ellis Investment Partners, LLC | $576M | Q1 2026 | 5/12/2026 | 268 |
| 3959 | Simcoe Capital Management, LLC | $576M | Q1 2026 | 5/14/2026 | 15 |
| 3960 | Energy Opportunities Capital Management, LLC | $576M | Q1 2014 | 5/15/2014 | 40 |
| 3961 | GOULD ASSET MANAGEMENT LLC /CA/ | $576M | Q1 2026 | 5/5/2026 | 171 |
| 3962 | Sovereign Financial Group, Inc. | $576M | Q1 2026 | 4/17/2026 | 365 |
| 3963 | Nevsky Capital LLP | $575M | Q2 2014 | 7/18/2014 | 9 |
| 3964 | Patten Group, Inc. | $575M | Q1 2026 | 4/24/2026 | 296 |
| 3965 | SUN VALLEY GOLD LLC | $574M | Q1 2014 | 5/15/2014 | 29 |
| 3966 | REAL ESTATE MANAGEMENT SERVICES LLC | $574M | Q2 2014 | 7/11/2014 | 48 |
| 3967 | Intelligence Driven Advisers, LLC | $574M | Q1 2026 | 5/15/2026 | 130 |
| 3968 | Tempo Wealth, LLC | $573M | Q1 2026 | 5/14/2026 | 213 |
| 3969 | Drucker Wealth 3.0, LLC | $573M | Q1 2026 | 4/23/2026 | 266 |
| 3970 | Ironwood Financial, llc | $573M | Q1 2026 | 4/16/2026 | 168 |
| 3971 | Eagle Health Investments LP | $572M | Q1 2026 | 5/15/2026 | 28 |
| 3972 | Nordwand Advisors, LLC | $572M | Q1 2026 | 5/7/2026 | 150 |
| 3973 | FOX RUN MANAGEMENT, L.L.C. | $572M | Q1 2026 | 5/12/2026 | 856 |
| 3974 | McLean Asset Management Corp | $572M | Q1 2026 | 4/22/2026 | 165 |
| 3975 | Marble Wealth, LLC | $571M | Q1 2026 | 5/14/2026 | 222 |
| 3976 | Black Swift Group, LLC | $571M | Q1 2026 | 4/24/2026 | 117 |
| 3977 | First Reserve GP XII Ltd | $571M | Q1 2014 | 5/15/2014 | 3 |
| 3978 | RPTC Inc. | $571M | Q1 2026 | 5/15/2026 | 7 |
| 3979 | XXEC, Inc. | $571M | Q1 2026 | 4/23/2026 | 23 |
| 3980 | Tulsa Wealth Advisors, INC | $570M | Q1 2026 | 5/11/2026 | 150 |
| 3981 | YM Investment LTD | $570M | Q4 2013 | 1/21/2014 | 2 |
| 3982 | PERSHING SQUARE INC. | $569M | Q1 2026 | 5/15/2026 | 1 |
| 3983 | RAM Investment Partners, LLC | $569M | Q1 2026 | 5/4/2026 | 121 |
| 3984 | Activest Wealth Management | $569M | Q1 2026 | 4/15/2026 | 1,359 |
| 3985 | New World Advisors LLC | $569M | Q1 2026 | 4/27/2026 | 83 |
| 3986 | Chemistry Wealth Management LLC | $569M | Q1 2026 | 4/9/2026 | 204 |
| 3987 | BENNETT LAWRENCE MANAGEMENT L L C/NY | $568M | Q2 2014 | 8/6/2014 | 90 |
| 3988 | Community Financial Services Group, LLC | $568M | Q1 2026 | 4/8/2026 | 460 |
| 3989 | ORG Partners LLC | $568M | Q4 2025 | 1/14/2026 | 1,804 |
| 3990 | ASK CAPITAL MANAGEMENT, LLC | $568M | Q1 2026 | 4/23/2026 | 4 |
| 3991 | Broad Run Investment Management, LLC | $568M | Q1 2026 | 5/15/2026 | 24 |
| 3992 | New Harbor Financial Group, LLC | $567M | Q1 2026 | 5/5/2026 | 61 |
| 3993 | PRESILIUM PRIVATE WEALTH, LLC | $567M | Q1 2026 | 4/17/2026 | 75 |
| 3994 | Raging Capital Management, LLC | $567M | Q1 2014 | 5/15/2014 | 38 |
| 3995 | Peak Asset Management, LLC | $567M | Q1 2026 | 5/14/2026 | 148 |
| 3996 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | $567M | Q1 2026 | 4/28/2026 | 235 |
| 3997 | MinichMacGregor Wealth Management, LLC | $567M | Q1 2026 | 4/20/2026 | 136 |
| 3998 | Beacon Capital Management, LLC | $567M | Q1 2026 | 5/11/2026 | 166 |
| 3999 | SATOVSKY ASSET MANAGEMENT LLC | $566M | Q1 2026 | 5/14/2026 | 73 |
| 4000 | Essex LLC | $566M | Q1 2026 | 4/24/2026 | 175 |