Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 3801 | Commonwealth Financial Services, LLC | $606M | Q4 2025 | 2/6/2026 | 236 |
| 3802 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $606M | Q4 2025 | 2/18/2026 | 259 |
| 3803 | Matrix Trust Co | $606M | Q4 2025 | 1/13/2026 | 222 |
| 3804 | Boston Standard Wealth Management, LLC | $606M | Q4 2025 | 1/7/2026 | 51 |
| 3805 | SeaBridge Investment Advisors LLC | $606M | Q4 2025 | 1/26/2026 | 196 |
| 3806 | Sky Investment Group LLC | $605M | Q4 2025 | 1/14/2026 | 142 |
| 3807 | Citizens Business Bank | $605M | Q4 2025 | 2/2/2026 | 134 |
| 3808 | CYPRESS FUNDS LLC | $605M | Q4 2025 | 1/20/2026 | 14 |
| 3809 | Balboa Wealth Partners | $605M | Q4 2025 | 1/16/2026 | 433 |
| 3810 | SYCOMORE ASSET MANAGEMENT | $604M | Q4 2025 | 2/12/2026 | 66 |
| 3811 | Camrose Capital Investment Partners LLP | $604M | Q4 2025 | 2/17/2026 | 10 |
| 3812 | Personal Capital Advisors Corp | $604M | Q2 2014 | 7/23/2014 | 88 |
| 3813 | Conifer Management, L.L.C. | $604M | Q4 2025 | 2/13/2026 | 5 |
| 3814 | DELTEC ASSET MANAGEMENT LLC | $604M | Q4 2025 | 1/29/2026 | 218 |
| 3815 | MCMORGAN & CO LLC | $603M | Q4 2025 | 2/11/2026 | 45 |
| 3816 | WESTWOOD MANAGEMENT CORP /IL/ | $603M | Q2 2014 | 7/17/2014 | 87 |
| 3817 | BWCP, LP | $603M | Q4 2025 | 2/13/2026 | 29 |
| 3818 | Alpha Omega Wealth Management LLC | $603M | Q4 2025 | 1/22/2026 | 202 |
| 3819 | Independence Capital Asset Partners, LLC | $602M | Q1 2014 | 5/15/2014 | 97 |
| 3820 | Kinsale Capital Group, Inc. | $602M | Q4 2025 | 2/5/2026 | 41 |
| 3821 | GTCR LLC | $602M | Q4 2025 | 2/17/2026 | 4 |
| 3822 | Land & Buildings Investment Management, LLC | $602M | Q4 2025 | 2/17/2026 | 19 |
| 3823 | Beck Bode, LLC | $601M | Q4 2025 | 2/9/2026 | 94 |
| 3824 | IFG Advisors, LLC | $601M | Q4 2025 | 1/13/2026 | 154 |
| 3825 | Endurance Wealth Management, Inc. | $600M | Q2 2014 | 8/1/2014 | 185 |
| 3826 | Black Swift Group, LLC | $600M | Q4 2025 | 2/10/2026 | 118 |
| 3827 | ORRSTOWN FINANCIAL SERVICES INC | $600M | Q4 2025 | 1/15/2026 | 118 |
| 3828 | Anatole Investment Management Ltd | $600M | Q4 2025 | 2/17/2026 | 15 |
| 3829 | MA Private Wealth | $599M | Q4 2025 | 2/3/2026 | 83 |
| 3830 | AdvisorShares Investments LLC | $599M | Q4 2025 | 2/10/2026 | 293 |
| 3831 | TBH Global Asset Management, LLC | $599M | Q4 2025 | 1/29/2026 | 238 |
| 3832 | AGAVE CAPITAL MANAGEMENT Ltd | $599M | Q4 2025 | 2/11/2026 | 23 |
| 3833 | Stanley Capital Management, LLC | $598M | Q4 2025 | 2/13/2026 | 39 |
| 3834 | ThornTree Capital Partners LP | $598M | Q4 2025 | 2/17/2026 | 15 |
| 3835 | VALUE HOLDINGS MANAGEMENT CO. LLC | $598M | Q4 2025 | 1/13/2026 | 29 |
| 3836 | San Luis Wealth Advisors LLC | $597M | Q4 2025 | 1/26/2026 | 182 |
| 3837 | Perennial Advisors, LLC | $596M | Q4 2025 | 1/12/2026 | 127 |
| 3838 | CEDAR HILL ASSOCIATES, LLC | $596M | Q1 2014 | 5/13/2014 | 75 |
| 3839 | Fortis Group Advisors, LLC | $596M | Q4 2025 | 2/6/2026 | 659 |
| 3840 | Ritter Daniher Financial Advisory LLC / DE | $596M | Q4 2025 | 2/10/2026 | 595 |
| 3841 | RPTC Inc. | $596M | Q4 2025 | 2/17/2026 | 7 |
| 3842 | Armbruster Capital Management, Inc. | $596M | Q4 2025 | 1/23/2026 | 132 |
| 3843 | Clayton, Dubilier & Rice, LLC | $595M | Q4 2025 | 2/9/2026 | 2 |
| 3844 | Adventist Health System/ West | $595M | Q4 2025 | 2/18/2026 | 8 |
| 3845 | Carrera Capital Advisors | $595M | Q4 2025 | 1/30/2026 | 171 |
| 3846 | CVC Management Holdings II Ltd. | $595M | Q4 2025 | 2/17/2026 | 4 |
| 3847 | Providence Capital Advisors, LLC | $594M | Q4 2025 | 2/12/2026 | 213 |
| 3848 | Bricktown Capital, LLC | $594M | Q4 2025 | 1/15/2026 | 25 |
| 3849 | Greenhaven Road Investment Management, L.P. | $594M | Q4 2025 | 2/13/2026 | 16 |
| 3850 | JACOBSON & SCHMITT ADVISORS, LLC | $594M | Q4 2025 | 1/21/2026 | 72 |
| 3851 | LAUREL OAK WEALTH MANAGEMENT, LLC | $594M | Q4 2025 | 2/12/2026 | 361 |
| 3852 | TCP Asset Management, LLC | $594M | Q4 2025 | 1/7/2026 | 111 |
| 3853 | HYMAN CHARLES D | $594M | Q2 2014 | 7/29/2014 | 151 |
| 3854 | STEGINSKY CAPITAL LLC | $593M | Q4 2025 | 2/5/2026 | 8 |
| 3855 | Brickley Wealth Management | $593M | Q4 2025 | 1/29/2026 | 55 |
| 3856 | Calydon Capital | $593M | Q4 2025 | 2/17/2026 | 243 |
| 3857 | D L CARLSON INVESTMENT GROUP INC | $593M | Q4 2025 | 2/17/2026 | 135 |
| 3858 | West Financial Advisors, LLC | $593M | Q4 2025 | 1/13/2026 | 236 |
| 3859 | Scarborough Advisors, LLC | $592M | Q4 2025 | 2/17/2026 | 463 |
| 3860 | Abundance Wealth Counselors | $592M | Q4 2025 | 1/26/2026 | 163 |
| 3861 | SOA Wealth Advisors, LLC. | $592M | Q4 2025 | 1/20/2026 | 869 |
| 3862 | Huntleigh Advisors, Inc. | $592M | Q4 2025 | 1/29/2026 | 270 |
| 3863 | Glovista Investments LLC | $592M | Q1 2014 | 5/14/2014 | 86 |
| 3864 | BRASADA CAPITAL MANAGEMENT, LP | $592M | Q4 2025 | 2/13/2026 | 140 |
| 3865 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $591M | Q4 2025 | 1/28/2026 | 75 |
| 3866 | Longbow Finance SA | $591M | Q4 2025 | 2/12/2026 | 62 |
| 3867 | Partners in Financial Planning | $591M | Q4 2025 | 2/2/2026 | 115 |
| 3868 | SOMERVILLE KURT F | $590M | Q4 2025 | 2/17/2026 | 123 |
| 3869 | RETIREMENT INCOME SOLUTIONS, INC | $590M | Q4 2025 | 1/27/2026 | 170 |
| 3870 | Ironwood Financial, llc | $590M | Q4 2025 | 1/15/2026 | 166 |
| 3871 | Ecofin Advisors Ltd | $589M | Q2 2014 | 7/15/2014 | 66 |
| 3872 | MIG Capital, LLC | $589M | Q4 2025 | 2/17/2026 | 43 |
| 3873 | Canvas Wealth Advisors, LLC | $589M | Q4 2025 | 1/12/2026 | 222 |
| 3874 | Fieldview Capital Management, LLC | $589M | Q4 2025 | 2/13/2026 | 472 |
| 3875 | Almanack Investment Partners, LLC. | $589M | Q4 2025 | 1/29/2026 | 171 |
| 3876 | CLIFFORD CAPITAL PARTNERS LLC | $588M | Q4 2025 | 2/17/2026 | 42 |
| 3877 | Gibraltar Capital Management, Inc. | $588M | Q4 2025 | 2/2/2026 | 115 |
| 3878 | Peak Asset Management, LLC | $587M | Q4 2025 | 2/5/2026 | 154 |
| 3879 | RAY GERALD L & ASSOCIATES LTD | $587M | Q2 2014 | 8/4/2014 | 308 |
| 3880 | GenWealth Group, Inc. | $586M | Q4 2025 | 1/12/2026 | 83 |
| 3881 | Maia Wealth LLC | $586M | Q4 2025 | 2/17/2026 | 342 |
| 3882 | Vanderbilt University | $586M | Q4 2025 | 1/21/2026 | 68 |
| 3883 | Martel Wealth Advisors Inc | $586M | Q4 2025 | 1/21/2026 | 70 |
| 3884 | Banco BTG Pactual S.A. | $585M | Q4 2025 | 2/12/2026 | 163 |
| 3885 | DGS Capital Management, LLC | $585M | Q4 2025 | 2/24/2026 | 542 |
| 3886 | Generali Powszechne Towarzystwo Emerytalne | $585M | Q4 2025 | 1/26/2026 | 30 |
| 3887 | New World Advisors LLC | $585M | Q4 2025 | 2/6/2026 | 83 |
| 3888 | Beverly Hills Private Wealth, LLC | $584M | Q4 2025 | 2/17/2026 | 334 |
| 3889 | Wealth Alliance Advisory Group, LLC | $584M | Q4 2025 | 1/29/2026 | 197 |
| 3890 | Jackson Hole Capital Partners, LLC | $584M | Q4 2025 | 1/30/2026 | 310 |
| 3891 | Pacific Capital Wealth Advisors, Inc. | $584M | Q4 2025 | 1/26/2026 | 79 |
| 3892 | Kesler, Norman & Wride, LLC | $583M | Q4 2025 | 2/10/2026 | 236 |
| 3893 | HUTCHINSON CAPITAL MANAGEMENT/CA | $583M | Q4 2025 | 2/9/2026 | 98 |
| 3894 | Sompo Asset Management Co., Ltd. | $583M | Q4 2025 | 2/13/2026 | 182 |
| 3895 | STEMPOINT CAPITAL LP | $583M | Q4 2025 | 2/17/2026 | 77 |
| 3896 | MARTIN & CO INC /TN/ | $583M | Q4 2025 | 2/13/2026 | 100 |
| 3897 | Ranmore Fund Management Ltd | $583M | Q4 2025 | 2/13/2026 | 18 |
| 3898 | SEVEN MILE ADVISORY | $582M | Q4 2025 | 2/13/2026 | 260 |
| 3899 | JB CAPITAL PARTNERS LP | $581M | Q4 2025 | 2/13/2026 | 86 |
| 3900 | TIFF ADVISORY SERVICES, LLC | $581M | Q4 2025 | 2/9/2026 | 24 |
| 3901 | Verbena Value LP | $581M | Q4 2025 | 2/12/2026 | 26 |
| 3902 | NINE MASTS CAPITAL Ltd | $581M | Q4 2025 | 2/10/2026 | 120 |
| 3903 | DIADEMA PARTNERS LP | $581M | Q4 2025 | 2/17/2026 | 145 |
| 3904 | Sovereign Financial Group, Inc. | $580M | Q4 2025 | 1/7/2026 | 349 |
| 3905 | SMI Advisory Services, LLC | $580M | Q4 2025 | 1/13/2026 | 59 |
| 3906 | Altiora Financial Group, LLC | $580M | Q4 2025 | 2/12/2026 | 97 |
| 3907 | PAX Financial Group, LLC | $580M | Q4 2025 | 2/5/2026 | 207 |
| 3908 | Citizens National Bank Trust Department | $580M | Q4 2025 | 1/30/2026 | 366 |
| 3909 | Alerus Investment Advisors Corp | $580M | Q2 2014 | 8/7/2014 | 162 |
| 3910 | Overbrook Management Corp | $579M | Q4 2025 | 1/9/2026 | 46 |
| 3911 | PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | $579M | Q1 2014 | 6/6/2014 | 158 |
| 3912 | Elgethun Capital Management | $579M | Q4 2025 | 2/10/2026 | 164 |
| 3913 | BOYS ARNOLD & CO INC | $579M | Q2 2014 | 7/8/2014 | 218 |
| 3914 | Richmond Investment Services, LLC | $579M | Q4 2025 | 2/12/2026 | 235 |
| 3915 | OAKMONT Corp | $578M | Q4 2025 | 1/20/2026 | 31 |
| 3916 | Monaco Asset Management SAM | $578M | Q4 2025 | 2/10/2026 | 79 |
| 3917 | RAND WEALTH, LLC | $577M | Q1 2014 | 4/29/2014 | 196 |
| 3918 | Concord Asset Management, LLC/VA | $577M | Q4 2025 | 1/29/2026 | 120 |
| 3919 | Gyrus Investment Management Inc. | $577M | Q1 2014 | 5/14/2014 | 106 |
| 3920 | Aspen Grove Capital, LLC | $577M | Q4 2025 | 2/17/2026 | 204 |
| 3921 | Delta Investment Management, LLC | $576M | Q4 2025 | 1/30/2026 | 280 |
| 3922 | Energy Opportunities Capital Management, LLC | $576M | Q1 2014 | 5/15/2014 | 40 |
| 3923 | Nevsky Capital LLP | $575M | Q2 2014 | 7/18/2014 | 9 |
| 3924 | SUN VALLEY GOLD LLC | $574M | Q1 2014 | 5/15/2014 | 29 |
| 3925 | REAL ESTATE MANAGEMENT SERVICES LLC | $574M | Q2 2014 | 7/11/2014 | 48 |
| 3926 | APIS CAPITAL ADVISORS, LLC | $574M | Q4 2025 | 2/17/2026 | 43 |
| 3927 | XY Planning Network, Inc. | $574M | Q4 2025 | 1/26/2026 | 248 |
| 3928 | Ellis Investment Partners, LLC | $573M | Q4 2025 | 2/2/2026 | 251 |
| 3929 | Freemont Management S.A. | $573M | Q4 2025 | 2/5/2026 | 121 |
| 3930 | Nordwand Advisors, LLC | $572M | Q4 2025 | 2/3/2026 | 146 |
| 3931 | Tufton Capital Management | $572M | Q4 2025 | 1/28/2026 | 122 |
| 3932 | Atlas Legacy Advisors, LLC | $571M | Q4 2025 | 1/29/2026 | 193 |
| 3933 | First Reserve GP XII Ltd | $571M | Q1 2014 | 5/15/2014 | 3 |
| 3934 | Manitou Investment Management Ltd. | $571M | Q4 2025 | 2/10/2026 | 56 |
| 3935 | IPG Investment Advisors LLC | $570M | Q4 2025 | 2/9/2026 | 222 |
| 3936 | BRANDYWINE TRUST CO | $570M | Q4 2025 | 2/13/2026 | 32 |
| 3937 | YM Investment LTD | $570M | Q4 2013 | 1/21/2014 | 2 |
| 3938 | Bregal Sagemount IV General Partner Jersey Ltd | $570M | Q4 2025 | 2/13/2026 | 1 |
| 3939 | AMARILLO NATIONAL BANK | $569M | Q4 2025 | 1/28/2026 | 80 |
| 3940 | Drucker Wealth 3.0, LLC | $569M | Q4 2025 | 2/3/2026 | 261 |
| 3941 | Elwood & Goetz Wealth Advisory Group, LLC | $569M | Q4 2025 | 1/21/2026 | 135 |
| 3942 | Advisory Resource Group | $569M | Q4 2025 | 2/12/2026 | 171 |
| 3943 | Bleichroeder LP | $568M | Q4 2025 | 2/13/2026 | 73 |
| 3944 | Symetra Investment Management Co | $568M | Q4 2025 | 2/13/2026 | 8 |
| 3945 | BENNETT LAWRENCE MANAGEMENT L L C/NY | $568M | Q2 2014 | 8/6/2014 | 90 |
| 3946 | Laura & John Arnold Foundation | $568M | Q4 2025 | 2/17/2026 | 4 |
| 3947 | ORG Partners LLC | $568M | Q4 2025 | 1/14/2026 | 1,804 |
| 3948 | Brady Martz Wealth Solutions, LLC | $568M | Q4 2025 | 1/15/2026 | 173 |
| 3949 | PBCay One RSC Ltd | $567M | Q4 2025 | 2/5/2026 | 11 |
| 3950 | Spear Holdings RSC Ltd | $567M | Q4 2025 | 2/5/2026 | 11 |
| 3951 | Raging Capital Management, LLC | $567M | Q1 2014 | 5/15/2014 | 38 |
| 3952 | Edge Wealth Management LLC | $566M | Q4 2025 | 1/12/2026 | 82 |
| 3953 | FRONTIER INVESTMENT MGMT CO | $566M | Q1 2014 | 5/9/2014 | 150 |
| 3954 | Catalio Capital Management, LP | $566M | Q4 2025 | 2/17/2026 | 45 |
| 3955 | Mengis Capital Management, Inc. | $566M | Q4 2025 | 3/5/2026 | 209 |
| 3956 | Overlook Holdings Ltd | $566M | Q1 2014 | 4/3/2014 | 3 |
| 3957 | Walter Public Investments Inc. | $565M | Q4 2025 | 2/10/2026 | 49 |
| 3958 | Aristides Capital LLC | $565M | Q4 2025 | 2/26/2026 | 272 |
| 3959 | Talos Eurisko Asset Management LP | $565M | Q4 2025 | 2/17/2026 | 24 |
| 3960 | Endurance Services Ltd | $565M | Q4 2025 | 2/11/2026 | 6 |
| 3961 | Legacy Financial Strategies, LLC | $565M | Q4 2025 | 1/23/2026 | 138 |
| 3962 | KAHN BROTHERS GROUP INC | $565M | Q4 2025 | 2/12/2026 | 54 |
| 3963 | Essex LLC | $565M | Q4 2025 | 1/20/2026 | 182 |
| 3964 | GOULD ASSET MANAGEMENT LLC /CA/ | $564M | Q4 2025 | 2/17/2026 | 168 |
| 3965 | Matthew Goff Investment Advisor, LLC | $564M | Q4 2025 | 1/14/2026 | 87 |
| 3966 | MALTESE CAPITAL MANAGEMENT LLC | $563M | Q4 2025 | 2/17/2026 | 107 |
| 3967 | Bellecapital International Ltd. | $563M | Q4 2025 | 2/2/2026 | 129 |
| 3968 | KKM Financial LLC | $563M | Q4 2025 | 2/18/2026 | 170 |
| 3969 | DUNCKER STREETT & CO INC | $563M | Q4 2025 | 1/27/2026 | 534 |
| 3970 | Columbia Asset Management | $563M | Q4 2025 | 1/28/2026 | 174 |
| 3971 | Estuary Capital Management LP | $562M | Q4 2025 | 2/17/2026 | 23 |
| 3972 | MASON CAPITAL MANAGEMENT LLC | $562M | Q4 2025 | 2/17/2026 | 9 |
| 3973 | Tempo Wealth, LLC | $561M | Q4 2025 | 2/25/2026 | 214 |
| 3974 | ITHAKA GROUP LLC | $561M | Q4 2025 | 2/10/2026 | 39 |
| 3975 | Intrinsic Edge Capital Management LLC | $561M | Q4 2025 | 2/12/2026 | 87 |
| 3976 | GRACE & WHITE INC /NY | $561M | Q4 2025 | 1/26/2026 | 137 |
| 3977 | Old West Investment Management, LLC | $560M | Q4 2025 | 2/17/2026 | 102 |
| 3978 | Twele Capital Management, Inc. | $560M | Q4 2025 | 1/9/2026 | 39 |
| 3979 | MITCHELL CAPITAL MANAGEMENT CO | $559M | Q4 2025 | 2/10/2026 | 117 |
| 3980 | Simcoe Capital Management, LLC | $559M | Q4 2025 | 2/13/2026 | 14 |
| 3981 | Webs Creek Capital Management LP | $559M | Q4 2025 | 2/17/2026 | 21 |
| 3982 | Strong Tower Advisory Services | $558M | Q4 2025 | 1/23/2026 | 97 |
| 3983 | McLean Asset Management Corp | $558M | Q4 2025 | 1/16/2026 | 171 |
| 3984 | Te Ahumairangi Investment Management Ltd | $558M | Q4 2025 | 2/12/2026 | 84 |
| 3985 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $558M | Q4 2025 | 2/6/2026 | 188 |
| 3986 | Standard General L.P. | $558M | Q4 2025 | 2/17/2026 | 3 |
| 3987 | Wick Capital Partners, LLC | $558M | Q4 2025 | 3/2/2026 | 203 |
| 3988 | Broad Peak Investment Advisers Pte Ltd | $558M | Q4 2025 | 1/29/2026 | 20 |
| 3989 | DV EQUITIES, LLC | $558M | Q4 2025 | 2/17/2026 | 756 |
| 3990 | Baker Chad R | $557M | Q4 2025 | 1/13/2026 | 57 |
| 3991 | ROBOTTI ROBERT | $557M | Q4 2025 | 2/19/2026 | 60 |
| 3992 | SkyOak Wealth, LLC | $556M | Q4 2025 | 2/5/2026 | 250 |
| 3993 | Act Two Investors LLC | $556M | Q4 2025 | 2/10/2026 | 38 |
| 3994 | CHEMICAL BANK | $556M | Q1 2014 | 5/13/2014 | 290 |
| 3995 | US GLOBAL INVESTORS FUNDS | $556M | Q4 2013 | 2/18/2014 | 321 |
| 3996 | Ramsay, Stattman, Vela & Price, Inc. | $555M | Q4 2025 | 1/23/2026 | 80 |
| 3997 | JOHNSON & JOHNSON | $555M | Q4 2025 | 3/18/2026 | 17 |
| 3998 | Panoramic Hills Capital Ltd | $555M | Q4 2025 | 2/17/2026 | 4 |
| 3999 | IDG-Accel China Capital II Associates L.P. | $555M | Q4 2025 | 2/13/2026 | 1 |
| 4000 | Harfst & Associates, Inc. | $555M | Q4 2025 | 2/10/2026 | 111 |