Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3801 | Deltroit Asset Management (UK) LLP | $695M | Q2 2026 | 8/14/2026 | 34 |
| 3802 | Aspen Grove Capital, LLC | $694M | Q2 2026 | 8/14/2026 | 214 |
| 3803 | Volterra Technologies LP | $694M | Q2 2026 | 8/14/2026 | 303 |
| 3804 | Rule One Partners, LLC | $694M | Q2 2026 | 8/14/2026 | 14 |
| 3805 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $694M | Q2 2026 | 7/29/2026 | 172 |
| 3806 | TEXAS TREASURY SAFEKEEPING TRUST CO | $692M | Q2 2026 | 8/14/2026 | 6 |
| 3807 | Black Swift Group, LLC | $692M | Q2 2026 | 8/13/2026 | 143 |
| 3808 | PERSONAL CFO SOLUTIONS, LLC | $692M | Q2 2026 | 8/7/2026 | 529 |
| 3809 | CORTLAND ASSOCIATES INC/MO | $692M | Q2 2026 | 7/28/2026 | 62 |
| 3810 | Blue Fin Capital, Inc. | $692M | Q2 2026 | 8/4/2026 | 164 |
| 3811 | SeaBridge Investment Advisors LLC | $692M | Q2 2026 | 7/17/2026 | 188 |
| 3812 | Capital Planning Advisors, LLC | $692M | Q1 2026 | 5/14/2026 | 146 |
| 3813 | First Horizon Advisors, Inc. | $691M | Q2 2014 | 8/7/2014 | 1,909 |
| 3814 | Wealth Alliance Advisory Group, LLC | $691M | Q2 2026 | 7/23/2026 | 203 |
| 3815 | Ionic Capital Management LLC | $690M | Q2 2026 | 8/14/2026 | 120 |
| 3816 | SEVEN LOCKS CAPITAL MANAGEMENT LP | $690M | Q1 2014 | 5/14/2014 | 32 |
| 3817 | CHICAGO TRUST Co NA | $690M | Q2 2026 | 7/16/2026 | 382 |
| 3818 | Heirloom Wealth Management | $690M | Q2 2026 | 8/3/2026 | 61 |
| 3819 | Technology Crossover Management IX, Ltd. | $690M | Q2 2026 | 8/7/2026 | 6 |
| 3820 | Matrix Trust Co | $690M | Q2 2026 | 7/9/2026 | 101 |
| 3821 | Boston Standard Wealth Management, LLC | $689M | Q2 2026 | 7/6/2026 | 59 |
| 3822 | First Allied Asset Management, Inc. | $689M | Q1 2014 | 5/14/2014 | 170 |
| 3823 | GABELLI & Co INVESTMENT ADVISERS, INC. | $688M | Q2 2026 | 8/12/2026 | 316 |
| 3824 | Encompass More Asset Management | $687M | Q2 2026 | 7/14/2026 | 283 |
| 3825 | PETTYJOHN, WOOD & WHITE, INC | $687M | Q2 2026 | 8/12/2026 | 222 |
| 3826 | LAUREL OAK WEALTH MANAGEMENT, LLC | $687M | Q2 2026 | 7/21/2026 | 383 |
| 3827 | Community Financial Services Group, LLC | $686M | Q2 2026 | 7/9/2026 | 532 |
| 3828 | Marshall Financial Group, LLC | $686M | Q2 2026 | 7/17/2026 | 311 |
| 3829 | TOEWS CORP /ADV | $686M | Q2 2026 | 8/10/2026 | 151 |
| 3830 | Blume Capital Management, Inc. | $684M | Q2 2026 | 7/27/2026 | 359 |
| 3831 | BURLING WEALTH PARTNERS, LLC | $683M | Q2 2026 | 8/4/2026 | 180 |
| 3832 | Asset Management Group, Inc. | $683M | Q2 2026 | 8/14/2026 | 137 |
| 3833 | CALTON & ASSOCIATES, INC. | $683M | Q2 2026 | 8/10/2026 | 419 |
| 3834 | Calydon Capital | $683M | Q2 2026 | 8/14/2026 | 277 |
| 3835 | Beacon Capital Management, LLC | $683M | Q2 2026 | 7/29/2026 | 175 |
| 3836 | WILSEY ASSET MANAGEMENT INC | $681M | Q2 2026 | 7/8/2026 | 28 |
| 3837 | Bell Investment Advisors, Inc | $681M | Q2 2026 | 8/6/2026 | 1,820 |
| 3838 | Oliver Luxxe Assets LLC | $680M | Q2 2026 | 7/9/2026 | 199 |
| 3839 | Peak Asset Management, LLC | $680M | Q2 2026 | 8/13/2026 | 181 |
| 3840 | First Bank & Trust | $680M | Q2 2026 | 7/9/2026 | 270 |
| 3841 | SevenBridge Financial Group, LLC | $680M | Q2 2026 | 8/12/2026 | 212 |
| 3842 | Citizens National Bank Trust Department | $680M | Q2 2026 | 7/22/2026 | 381 |
| 3843 | Spectrum Financial Alliance Ltd LLC | $679M | Q2 2026 | 7/22/2026 | 31 |
| 3844 | BOURGEON CAPITAL MANAGEMENT LLC | $679M | Q2 2026 | 7/22/2026 | 104 |
| 3845 | Maia Wealth LLC | $679M | Q2 2026 | 7/28/2026 | 356 |
| 3846 | Huber Capital Management LLC | $679M | Q2 2026 | 8/12/2026 | 99 |
| 3847 | Atlas Legacy Advisors, LLC | $678M | Q2 2026 | 7/31/2026 | 213 |
| 3848 | ASHTON THOMAS SECURITIES, LLC | $677M | Q2 2026 | 7/27/2026 | 378 |
| 3849 | DELTEC ASSET MANAGEMENT LLC | $677M | Q2 2026 | 7/21/2026 | 264 |
| 3850 | WealthTrust Fairport, LLC | $676M | Q2 2014 | 8/8/2014 | 370 |
| 3851 | Elwood & Goetz Wealth Advisory Group, LLC | $676M | Q2 2026 | 8/13/2026 | 148 |
| 3852 | Tempo Wealth, LLC | $675M | Q2 2026 | 7/27/2026 | 237 |
| 3853 | CADINHA & CO LLC | $675M | Q2 2026 | 7/28/2026 | 107 |
| 3854 | Bellwether Advisors, LLC | $675M | Q2 2026 | 8/13/2026 | 167 |
| 3855 | Carrera Capital Advisors | $675M | Q2 2026 | 8/3/2026 | 210 |
| 3856 | Tiger Eye Capital LLC | $674M | Q1 2014 | 5/14/2014 | 41 |
| 3857 | WPWealth LLP | $674M | Q2 2026 | 8/10/2026 | 103 |
| 3858 | ORRSTOWN FINANCIAL SERVICES INC | $674M | Q2 2026 | 7/10/2026 | 118 |
| 3859 | Vertex Planning Partners, LLC | $673M | Q2 2026 | 8/14/2026 | 159 |
| 3860 | Truvestments Capital LLC | $673M | Q2 2026 | 8/12/2026 | 1,150 |
| 3861 | PAX Financial Group, LLC | $673M | Q2 2026 | 8/5/2026 | 207 |
| 3862 | Wood Investment Counsel LLC | $672M | Q2 2014 | 7/25/2014 | 79 |
| 3863 | Consonance Capital Management LP | $672M | Q1 2014 | 5/15/2014 | 27 |
| 3864 | MYDA Advisors LLC | $672M | Q2 2026 | 8/13/2026 | 181 |
| 3865 | Curran Financial Partners, LLC | $672M | Q2 2026 | 8/12/2026 | 140 |
| 3866 | MA Private Wealth | $671M | Q2 2026 | 7/28/2026 | 88 |
| 3867 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $671M | Q2 2026 | 7/20/2026 | 197 |
| 3868 | Avenir Tech Ltd | $671M | Q2 2026 | 8/14/2026 | 32 |
| 3869 | Armbruster Capital Management, Inc. | $671M | Q2 2026 | 7/16/2026 | 125 |
| 3870 | Square Wave Capital, LLC | $670M | Q2 2026 | 8/14/2026 | 11 |
| 3871 | FOUNDERS CAPITAL MANAGEMENT, LLC | $670M | Q2 2026 | 7/20/2026 | 79 |
| 3872 | STRATEGY ASSET MANAGERS LLC | $670M | Q2 2026 | 8/14/2026 | 265 |
| 3873 | Verum Partners LLC | $669M | Q2 2026 | 7/22/2026 | 202 |
| 3874 | Montecito Bank & Trust | $668M | Q2 2026 | 7/15/2026 | 271 |
| 3875 | General Pension Society PZU Joint Stock Co | $668M | Q2 2026 | 8/10/2026 | 16 |
| 3876 | 1st Global Advisors, Inc. | $668M | Q2 2014 | 7/10/2014 | 441 |
| 3877 | 3I INVESTMENTS PLC | $668M | Q2 2014 | 8/6/2014 | 2 |
| 3878 | TSG Advice Partners, LLC | $667M | Q1 2026 | 4/24/2026 | 135 |
| 3879 | Ascentis Wealth Management, LLC | $667M | Q2 2026 | 7/30/2026 | 922 |
| 3880 | Vancity Investment Management Ltd | $666M | Q2 2026 | 8/24/2026 | 92 |
| 3881 | Annis Gardner Whiting Capital Advisors, LLC | $666M | Q2 2026 | 8/10/2026 | 349 |
| 3882 | STEGINSKY CAPITAL LLC | $666M | Q2 2026 | 7/9/2026 | 8 |
| 3883 | CAPITAL MANAGEMENT CORP /VA | $666M | Q2 2026 | 7/29/2026 | 72 |
| 3884 | Cynosure Group, LLC | $666M | Q2 2026 | 8/5/2026 | 180 |
| 3885 | ADVOCATE GROUP LLC | $665M | Q2 2026 | 7/17/2026 | 122 |
| 3886 | CANTILLON CAPITAL MANAGEMENT LLC | $665M | Q2 2026 | 7/29/2026 | 27 |
| 3887 | Advisory Resource Group | $665M | Q2 2026 | 7/14/2026 | 183 |
| 3888 | Blue Owl Capital Holdings LP | $665M | Q2 2026 | 8/11/2026 | 76 |
| 3889 | San Luis Wealth Advisors LLC | $664M | Q2 2026 | 7/16/2026 | 187 |
| 3890 | Centre Asset Management, LLC | $664M | Q2 2014 | 7/7/2014 | 86 |
| 3891 | Citizens Business Bank | $664M | Q2 2026 | 8/3/2026 | 139 |
| 3892 | MCMORGAN & CO LLC | $664M | Q2 2026 | 8/13/2026 | 37 |
| 3893 | Capital Group Investment Management Pte. Ltd. | $664M | Q2 2026 | 8/12/2026 | 143 |
| 3894 | Pacific Capital Wealth Advisors, Inc. | $663M | Q2 2026 | 7/9/2026 | 92 |
| 3895 | Bain Capital Prairie, LLC | $663M | Q2 2026 | 8/14/2026 | 1 |
| 3896 | Overbrook Management Corp | $663M | Q2 2026 | 7/30/2026 | 68 |
| 3897 | WFM ASIA (BVI) Ltd | $663M | Q2 2026 | 8/10/2026 | 5 |
| 3898 | Wick Capital Partners, LLC | $663M | Q2 2026 | 8/14/2026 | 246 |
| 3899 | DUDLEY & SHANLEY, INC. | $662M | Q2 2026 | 7/9/2026 | 37 |
| 3900 | Brady Martz Wealth Solutions, LLC | $662M | Q2 2026 | 7/23/2026 | 228 |
| 3901 | Factor Wealth Management LTD | $661M | Q2 2026 | 7/7/2026 | 170 |
| 3902 | BLOOM TREE PARTNERS, LLC | $661M | Q1 2014 | 5/15/2014 | 27 |
| 3903 | Providence Capital Advisors, LLC | $660M | Q2 2026 | 8/11/2026 | 385 |
| 3904 | Beck Bode, LLC | $660M | Q2 2026 | 8/13/2026 | 108 |
| 3905 | NORTH AMERICAN MANAGEMENT CORP | $660M | Q2 2014 | 7/23/2014 | 144 |
| 3906 | Ellis Investment Partners, LLC | $660M | Q2 2026 | 8/5/2026 | 285 |
| 3907 | Fourth Sail Capital LP | $660M | Q2 2026 | 8/5/2026 | 26 |
| 3908 | Platte River Capital LLC | $660M | Q2 2014 | 7/29/2014 | 201 |
| 3909 | Partners in Financial Planning | $660M | Q2 2026 | 8/10/2026 | 131 |
| 3910 | MinichMacGregor Wealth Management, LLC | $659M | Q2 2026 | 7/16/2026 | 150 |
| 3911 | Essex LLC | $659M | Q2 2026 | 7/24/2026 | 180 |
| 3912 | West Financial Advisors, LLC | $659M | Q2 2026 | 7/8/2026 | 224 |
| 3913 | Pandi, LLC | $658M | Q2 2026 | 8/12/2026 | 4 |
| 3914 | BLUE ARROW CAPITAL MANAGEMENT LLC | $658M | Q1 2014 | 5/15/2014 | 121 |
| 3915 | Mengis Capital Management, Inc. | $658M | Q2 2026 | 7/28/2026 | 218 |
| 3916 | Allen Mooney & Barnes Investment Advisors LLC | $658M | Q2 2026 | 7/13/2026 | 152 |
| 3917 | Simply Money Advisors | $658M | Q2 2014 | 7/17/2014 | 21 |
| 3918 | MITCHELL CAPITAL MANAGEMENT CO | $657M | Q2 2026 | 7/30/2026 | 117 |
| 3919 | Alpha Omega Wealth Management LLC | $657M | Q2 2026 | 7/20/2026 | 208 |
| 3920 | Ritter Daniher Financial Advisory LLC / DE | $657M | Q2 2026 | 7/14/2026 | 602 |
| 3921 | CMH Wealth Management LLC | $655M | Q2 2026 | 7/9/2026 | 117 |
| 3922 | Clear Trail Advisors, LLC | $655M | Q2 2026 | 7/21/2026 | 161 |
| 3923 | Sovereign Financial Group, Inc. | $654M | Q2 2026 | 7/24/2026 | 386 |
| 3924 | WealthShield Partners, LLC | $654M | Q2 2026 | 8/12/2026 | 379 |
| 3925 | Marble Wealth, LLC | $653M | Q2 2026 | 8/7/2026 | 234 |
| 3926 | Endurance Services Ltd | $653M | Q2 2026 | 8/11/2026 | 8 |
| 3927 | Crawford Fund Management, LLC | $653M | Q2 2026 | 8/14/2026 | 203 |
| 3928 | Stamos Capital Partners, L.P. | $653M | Q2 2026 | 8/13/2026 | 140 |
| 3929 | Nordwand Advisors, LLC | $652M | Q2 2026 | 8/7/2026 | 146 |
| 3930 | Three Arch Wealth Management LLC | $652M | Q2 2026 | 8/6/2026 | 69 |
| 3931 | PRESILIUM PRIVATE WEALTH, LLC | $651M | Q2 2026 | 7/22/2026 | 96 |
| 3932 | Garrett Wealth Advisory Group, LLC | $651M | Q2 2026 | 8/4/2026 | 150 |
| 3933 | BlueSpruce Investments, LP | $650M | Q2 2026 | 8/14/2026 | 18 |
| 3934 | Gibraltar Capital Management, Inc. | $650M | Q2 2026 | 7/20/2026 | 125 |
| 3935 | Broad Run Investment Management, LLC | $650M | Q2 2026 | 8/13/2026 | 24 |
| 3936 | Onex Canada Asset Management Inc. | $649M | Q2 2026 | 8/14/2026 | 80 |
| 3937 | Perennial Advisors, LLC | $649M | Q2 2026 | 7/13/2026 | 138 |
| 3938 | Asset Allocation Strategies LLC | $649M | Q2 2026 | 8/17/2026 | 177 |
| 3939 | WMS Partners, LLC | $649M | Q2 2014 | 8/11/2014 | 240 |
| 3940 | Goodman Financial Corp | $647M | Q2 2026 | 7/29/2026 | 73 |
| 3941 | Harvest Investment Services, LLC | $647M | Q2 2026 | 8/14/2026 | 383 |
| 3942 | JB CAPITAL PARTNERS LP | $646M | Q2 2026 | 8/11/2026 | 87 |
| 3943 | Broderick Brian C | $646M | Q2 2026 | 8/10/2026 | 109 |
| 3944 | Concord Asset Management, LLC/VA | $646M | Q2 2026 | 7/27/2026 | 126 |
| 3945 | Legacy Financial Strategies, LLC | $646M | Q2 2026 | 7/21/2026 | 152 |
| 3946 | Advisors Preferred, LLC | $646M | Q2 2026 | 8/11/2026 | 220 |
| 3947 | Patient Square Capital LP | $646M | Q2 2026 | 8/12/2026 | 23 |
| 3948 | Waterfront Wealth Inc. | $645M | Q2 2026 | 7/30/2026 | 298 |
| 3949 | MAYPORT, LLC | $645M | Q2 2026 | 8/7/2026 | 134 |
| 3950 | Harfst & Associates, Inc. | $643M | Q2 2026 | 7/31/2026 | 124 |
| 3951 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $643M | Q2 2026 | 7/29/2026 | 215 |
| 3952 | Patten Group, Inc. | $643M | Q2 2026 | 8/6/2026 | 325 |
| 3953 | Centric Wealth Management | $643M | Q2 2026 | 8/6/2026 | 209 |
| 3954 | UPTICK PARTNERS, LLC | $643M | Q2 2026 | 8/10/2026 | 337 |
| 3955 | Foresite Capital Management VI LLC | $643M | Q2 2026 | 8/14/2026 | 23 |
| 3956 | GenWealth Group, Inc. | $642M | Q2 2026 | 7/10/2026 | 89 |
| 3957 | BANK OF THE WEST | $642M | Q2 2014 | 7/30/2014 | 251 |
| 3958 | QCI ASSET MANAGEMENT INC/NY | $642M | Q2 2014 | 8/5/2014 | 559 |
| 3959 | FIRST MIDWEST BANK TRUST DIVISION | $641M | Q2 2014 | 7/24/2014 | 431 |
| 3960 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $640M | Q1 2014 | 5/15/2014 | 224 |
| 3961 | MARTIN & CO INC /TN/ | $640M | Q2 2026 | 8/12/2026 | 100 |
| 3962 | ARTHUR M. COHEN & ASSOCIATES, LLC | $640M | Q2 2026 | 8/11/2026 | 139 |
| 3963 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | $639M | Q2 2026 | 8/7/2026 | 40 |
| 3964 | NORRIS PERNE & FRENCH LLP/MI | $639M | Q2 2026 | 8/13/2026 | 65 |
| 3965 | Ironwood Financial, llc | $639M | Q2 2026 | 7/17/2026 | 179 |
| 3966 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | $639M | Q2 2026 | 8/7/2026 | 241 |
| 3967 | Scott Capital Advisors, LLC | $639M | Q2 2026 | 7/10/2026 | 66 |
| 3968 | FFT WEALTH MANAGEMENT LLC | $638M | Q2 2026 | 7/27/2026 | 96 |
| 3969 | Adventist Health System/ West | $638M | Q2 2026 | 8/14/2026 | 12 |
| 3970 | Grey Fox Wealth Advisors, LLC | $637M | Q2 2026 | 7/17/2026 | 202 |
| 3971 | FARMERS TRUST CO | $637M | Q1 2026 | 4/7/2026 | 203 |
| 3972 | Sky Investment Group LLC | $637M | Q2 2026 | 7/20/2026 | 146 |
| 3973 | Sunriver Management LLC | $637M | Q2 2026 | 8/13/2026 | 21 |
| 3974 | Leonard Rickey Investment Advisors P.L.L.C. | $637M | Q2 2026 | 7/23/2026 | 125 |
| 3975 | MILESTONE ASSET MANAGEMENT, LLC | $636M | Q2 2026 | 7/15/2026 | 262 |
| 3976 | Maytus Capital Management, LLC | $636M | Q2 2026 | 8/14/2026 | 62 |
| 3977 | Martel Wealth Advisors LLC | $636M | Q2 2026 | 7/13/2026 | 61 |
| 3978 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $635M | Q2 2026 | 7/30/2026 | 146 |
| 3979 | Tetragon Partners GP Ltd | $635M | Q2 2026 | 8/12/2026 | 39 |
| 3980 | Golden Reserve Retirement LLC | $635M | Q2 2026 | 8/4/2026 | 112 |
| 3981 | GOULD ASSET MANAGEMENT LLC /CA/ | $635M | Q2 2026 | 8/6/2026 | 176 |
| 3982 | Altiora Financial Group, LLC | $634M | Q2 2026 | 8/7/2026 | 112 |
| 3983 | DUBUQUE BANK & TRUST CO | $634M | Q2 2014 | 8/11/2014 | 596 |
| 3984 | BOCHK Asset Management Ltd | $634M | Q2 2026 | 7/31/2026 | 144 |
| 3985 | Mariner Wealth Advisors-Cincinnati, LLC | $634M | Q2 2014 | 7/18/2014 | 150 |
| 3986 | AEGIS FINANCIAL CORP | $633M | Q2 2026 | 8/12/2026 | 39 |
| 3987 | New Harbor Financial Group, LLC | $633M | Q2 2026 | 7/23/2026 | 68 |
| 3988 | KAHN BROTHERS GROUP INC | $633M | Q2 2026 | 8/14/2026 | 48 |
| 3989 | Portfolio Solutions, LLC | $633M | Q2 2014 | 7/9/2014 | 6 |
| 3990 | KMS FINANCIAL SERVICES, INC | $632M | Q1 2014 | 8/8/2014 | 532 |
| 3991 | Drucker Wealth 3.0, LLC | $632M | Q2 2026 | 7/13/2026 | 289 |
| 3992 | Delaney Capital Management Ltd. | $632M | Q2 2026 | 8/14/2026 | 53 |
| 3993 | JSF Financial, LLC | $632M | Q2 2026 | 7/28/2026 | 142 |
| 3994 | GRACE & WHITE INC /NY | $632M | Q2 2026 | 7/17/2026 | 133 |
| 3995 | Peak Retirement Planning, Inc. | $632M | Q2 2026 | 8/10/2026 | 194 |
| 3996 | MURPHY CAPITAL MANAGEMENT INC | $631M | Q2 2014 | 7/24/2014 | 337 |
| 3997 | Kesler, Norman & Wride, LLC | $631M | Q2 2026 | 7/23/2026 | 271 |
| 3998 | Generali Powszechne Towarzystwo Emerytalne | $631M | Q2 2026 | 7/22/2026 | 25 |
| 3999 | Machina Capital S.A.S. | $631M | Q2 2026 | 8/10/2026 | 368 |
| 4000 | Atlanta Consulting Group Advisors, LLC | $631M | Q2 2026 | 8/14/2026 | 185 |