Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4001 | EMS Capital LP | $554M | Q1 2014 | 5/15/2014 | 31 |
| 4002 | MARINO, STRAM & ASSOCIATES LLC | $553M | Q4 2025 | 1/16/2026 | 185 |
| 4003 | ARMSTRONG SHAW ASSOCIATES INC/CT | $553M | Q2 2014 | 7/22/2014 | 42 |
| 4004 | Leonard Rickey Investment Advisors P.L.L.C. | $553M | Q4 2025 | 1/14/2026 | 115 |
| 4005 | RAM Investment Partners, LLC | $553M | Q4 2025 | 2/12/2026 | 117 |
| 4006 | GOODWIN DANIEL L | $553M | Q1 2014 | 5/15/2014 | 123 |
| 4007 | Financial Strategies Group, Inc. | $552M | Q4 2025 | 2/5/2026 | 94 |
| 4008 | MinichMacGregor Wealth Management, LLC | $552M | Q4 2025 | 2/17/2026 | 136 |
| 4009 | Lincoln Capital LLC | $552M | Q4 2025 | 1/8/2026 | 131 |
| 4010 | Spinnaker Investment Group, LLC | $551M | Q4 2025 | 1/12/2026 | 170 |
| 4011 | LATHROP INVESTMENT MANAGEMENT CO | $551M | Q4 2025 | 2/9/2026 | 85 |
| 4012 | Truvestments Capital LLC | $550M | Q4 2025 | 2/13/2026 | 1,038 |
| 4013 | THIRD AVENUE MANAGEMENT LLC | $550M | Q4 2025 | 2/12/2026 | 51 |
| 4014 | Pure Financial Advisors, LLC | $550M | Q4 2025 | 3/4/2026 | 44 |
| 4015 | Maxi Investments CY Ltd | $550M | Q4 2025 | 2/3/2026 | 115 |
| 4016 | CDAM (UK) Ltd | $550M | Q4 2025 | 2/13/2026 | 11 |
| 4017 | VeraBank, N.A. | $550M | Q4 2025 | 2/11/2026 | 180 |
| 4018 | Blume Capital Management, Inc. | $550M | Q4 2025 | 2/5/2026 | 332 |
| 4019 | USA FINANCIAL FORMULAS | $550M | Q4 2025 | 1/14/2026 | 414 |
| 4020 | ADVISORS MANAGEMENT GROUP INC /ADV | $550M | Q4 2025 | 1/14/2026 | 160 |
| 4021 | Westover Capital Advisors, LLC | $549M | Q4 2025 | 2/9/2026 | 230 |
| 4022 | Paloma Partners Management Co | $549M | Q4 2025 | 2/17/2026 | 58 |
| 4023 | Pamplona Capital Management, LLC | $549M | Q4 2025 | 2/13/2026 | 5 |
| 4024 | America First Investment Advisors, LLC | $549M | Q4 2025 | 2/9/2026 | 42 |
| 4025 | Keenan Capital, LLC | $549M | Q4 2025 | 2/13/2026 | 9 |
| 4026 | KANALY TRUST CO | $549M | Q2 2014 | 7/28/2014 | 721 |
| 4027 | LS Power Partners II, L.P. | $548M | Q1 2014 | 5/15/2014 | 2 |
| 4028 | Madison Wealth Partners, Inc | $548M | Q4 2025 | 2/10/2026 | 207 |
| 4029 | COERENTE CAPITAL MANAGEMENT | $548M | Q4 2025 | 1/23/2026 | 49 |
| 4030 | Key FInancial Inc | $548M | Q4 2025 | 2/9/2026 | 1,440 |
| 4031 | Great Point Wealth Advisors, LLC | $548M | Q4 2025 | 1/26/2026 | 64 |
| 4032 | PRESILIUM PRIVATE WEALTH, LLC | $547M | Q4 2025 | 1/13/2026 | 76 |
| 4033 | Financial Sense Advisors, Inc. | $547M | Q4 2025 | 2/13/2026 | 151 |
| 4034 | STUDIO INVESTMENT MANAGEMENT LLC | $547M | Q4 2025 | 2/9/2026 | 180 |
| 4035 | DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | $547M | Q1 2014 | 5/15/2014 | 19 |
| 4036 | AIRE ADVISORS, LLC | $547M | Q4 2025 | 2/17/2026 | 154 |
| 4037 | J. H. Whitney Equity Partners VI, LLC | $547M | Q4 2025 | 2/13/2026 | 1 |
| 4038 | IFC Holdings Incorporated/FL | $547M | Q2 2014 | 7/22/2014 | 355 |
| 4039 | TLWM | $546M | Q4 2025 | 1/12/2026 | 72 |
| 4040 | New Harbor Financial Group, LLC | $546M | Q4 2025 | 1/30/2026 | 52 |
| 4041 | Harraden Circle Investments, LLC | $546M | Q4 2025 | 2/13/2026 | 180 |
| 4042 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $545M | Q4 2025 | 1/29/2026 | 139 |
| 4043 | Gibson Capital, LLC | $545M | Q4 2025 | 2/5/2026 | 82 |
| 4044 | Saturn V Capital Management LP | $545M | Q4 2025 | 2/17/2026 | 20 |
| 4045 | Community Financial Services Group, LLC | $545M | Q4 2025 | 1/15/2026 | 98 |
| 4046 | Independent Solutions Wealth Management, LLC | $544M | Q4 2025 | 2/5/2026 | 173 |
| 4047 | Ulysses Management LLC | $543M | Q4 2025 | 2/17/2026 | 48 |
| 4048 | Privium Fund Management B.V. | $543M | Q4 2025 | 2/3/2026 | 57 |
| 4049 | Sterling Investment Advisors, Ltd. | $543M | Q4 2025 | 2/9/2026 | 213 |
| 4050 | Encompass More Asset Management | $542M | Q4 2025 | 2/3/2026 | 243 |
| 4051 | KLS Professional Advisors Group, LLC | $542M | Q2 2014 | 7/1/2014 | 2 |
| 4052 | WINSLOW ASSET MANAGEMENT INC | $542M | Q4 2025 | 2/2/2026 | 79 |
| 4053 | Partner Investment Management, L.P. | $542M | Q1 2014 | 5/15/2014 | 72 |
| 4054 | FLC Capital Advisors | $542M | Q4 2025 | 2/11/2026 | 209 |
| 4055 | Golden Reserve Retirement LLC | $542M | Q4 2025 | 1/29/2026 | 130 |
| 4056 | SHAPIRO ROBERT N | $541M | Q1 2014 | 6/18/2014 | 770 |
| 4057 | Summit Wealth Partners, LLC | $541M | Q4 2025 | 1/27/2026 | 203 |
| 4058 | AA Financial Advisors, LLC | $541M | Q4 2025 | 1/14/2026 | 208 |
| 4059 | Hexagon Capital Partners LLC | $541M | Q4 2025 | 2/6/2026 | 78 |
| 4060 | Patten Group, Inc. | $541M | Q4 2025 | 1/23/2026 | 293 |
| 4061 | MENTA CAPITAL LLC | $541M | Q2 2014 | 8/5/2014 | 521 |
| 4062 | Tyro Capital Management LLC | $541M | Q4 2025 | 2/13/2026 | 14 |
| 4063 | Asset Allocation Strategies LLC | $540M | Q4 2025 | 2/13/2026 | 162 |
| 4064 | Cander Asset Management LP | $540M | Q4 2025 | 2/17/2026 | 43 |
| 4065 | Marotta Asset Management | $540M | Q4 2025 | 1/7/2026 | 102 |
| 4066 | Praesidium Investment Management Company, LLC | $540M | Q4 2025 | 2/17/2026 | 12 |
| 4067 | Pilgrim Global Advisors LLC | $540M | Q4 2025 | 2/17/2026 | 3 |
| 4068 | CacheTech Inc. | $540M | Q4 2025 | 2/18/2026 | 228 |
| 4069 | Discipline Wealth Solutions, LLC | $539M | Q4 2025 | 1/26/2026 | 168 |
| 4070 | Stieven Capital Advisors, L.P. | $539M | Q4 2025 | 2/6/2026 | 38 |
| 4071 | Interchange Capital Partners, LLC | $539M | Q4 2025 | 1/30/2026 | 424 |
| 4072 | FRONT BARNETT ASSOCIATES LLC | $539M | Q2 2014 | 8/8/2014 | 116 |
| 4073 | Broad Run Investment Management, LLC | $538M | Q4 2025 | 2/17/2026 | 24 |
| 4074 | INDEPENDENT INVESTORS INC | $538M | Q4 2025 | 1/15/2026 | 69 |
| 4075 | Liberty Capital Management, Inc. | $537M | Q4 2025 | 1/26/2026 | 180 |
| 4076 | Perkins Coie Trust Co | $537M | Q4 2025 | 1/12/2026 | 273 |
| 4077 | Global View Capital Management LLC | $537M | Q4 2025 | 1/14/2026 | 137 |
| 4078 | Edenbrook Capital, LLC | $536M | Q4 2025 | 2/13/2026 | 15 |
| 4079 | LMG Wealth Partners, LLC | $536M | Q4 2025 | 2/2/2026 | 153 |
| 4080 | MOODY ALDRICH PARTNERS LLC | $536M | Q4 2025 | 1/30/2026 | 186 |
| 4081 | Oakwell Private Wealth Management, LLC | $536M | Q4 2025 | 1/30/2026 | 80 |
| 4082 | WEDGEWOOD PARTNERS INC | $535M | Q4 2025 | 2/17/2026 | 21 |
| 4083 | Activest Wealth Management | $535M | Q4 2025 | 1/30/2026 | 1,121 |
| 4084 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $535M | Q4 2025 | 2/17/2026 | 6 |
| 4085 | MANCHESTER FINANCIAL INC | $535M | Q4 2025 | 2/12/2026 | 138 |
| 4086 | Call To Action Foundation | $535M | Q4 2025 | 2/5/2026 | 1 |
| 4087 | Legacy Trust | $535M | Q4 2025 | 1/22/2026 | 192 |
| 4088 | Chemistry Wealth Management LLC | $535M | Q4 2025 | 1/6/2026 | 200 |
| 4089 | Wealth High Governance Capital Ltda | $534M | Q4 2025 | 1/30/2026 | 46 |
| 4090 | Orland Properties Ltd | $534M | Q4 2025 | 2/17/2026 | 9 |
| 4091 | Fourthstone LLC | $534M | Q4 2025 | 2/13/2026 | 54 |
| 4092 | CORRECT CAPITAL WEALTH MANAGEMENT | $534M | Q4 2025 | 2/12/2026 | 111 |
| 4093 | Three Arch Wealth Management LLC | $534M | Q4 2025 | 2/13/2026 | 59 |
| 4094 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $533M | Q2 2014 | 8/4/2014 | 165 |
| 4095 | Iowa State Bank | $533M | Q4 2025 | 1/6/2026 | 120 |
| 4096 | ERn Financial, LLC | $532M | Q4 2025 | 1/15/2026 | 146 |
| 4097 | UNIO CAPITAL LLC | $532M | Q4 2025 | 2/17/2026 | 25 |
| 4098 | Mason & Associates Inc | $531M | Q4 2025 | 2/5/2026 | 157 |
| 4099 | ShawSpring Partners LLC | $531M | Q4 2025 | 2/13/2026 | 11 |
| 4100 | Steadview Capital Management LLC | $531M | Q4 2025 | 2/6/2026 | 11 |
| 4101 | Arvin Capital Management LP | $531M | Q4 2025 | 2/13/2026 | 40 |
| 4102 | Proxima Capital Management, LLC | $531M | Q1 2014 | 5/15/2014 | 37 |
| 4103 | Long Run Wealth Advisors, LLC | $531M | Q4 2025 | 2/2/2026 | 106 |
| 4104 | Nut Tree Capital Management, LP | $531M | Q4 2025 | 2/17/2026 | 9 |
| 4105 | CIBC BANK USA | $530M | Q2 2014 | 7/28/2014 | 291 |
| 4106 | MILESTONE ASSET MANAGEMENT, LLC | $530M | Q4 2025 | 1/28/2026 | 212 |
| 4107 | Harvest Investment Services, LLC | $530M | Q4 2025 | 2/17/2026 | 327 |
| 4108 | Baker Street Capital Management, LLC | $530M | Q1 2014 | 5/15/2014 | 6 |
| 4109 | Founders Financial Alliance, LLC | $530M | Q4 2025 | 2/12/2026 | 607 |
| 4110 | Legg Mason Investment Counsel & Trust Co., N.A. | $530M | Q1 2014 | 5/15/2014 | 455 |
| 4111 | SAGE RHINO CAPITAL LLC | $530M | Q4 2025 | 1/30/2026 | 310 |
| 4112 | Lodge Hill Capital, LLC | $529M | Q4 2025 | 2/17/2026 | 22 |
| 4113 | Garrett Wealth Advisory Group, LLC | $529M | Q4 2025 | 2/4/2026 | 119 |
| 4114 | Lafayette Investments, Inc. | $529M | Q4 2025 | 2/4/2026 | 156 |
| 4115 | Rempart Asset Management Inc. | $529M | Q4 2025 | 1/12/2026 | 35 |
| 4116 | Broderick Brian C | $529M | Q4 2025 | 2/17/2026 | 104 |
| 4117 | LYNCH & ASSOCIATES/IN | $529M | Q4 2025 | 1/7/2026 | 124 |
| 4118 | McClain Value Management LLC | $528M | Q1 2014 | 5/12/2014 | 35 |
| 4119 | Goodman Financial Corp | $528M | Q4 2025 | 1/8/2026 | 71 |
| 4120 | West Virginia University Foundation, Inc | $528M | Q4 2025 | 2/24/2026 | 2 |
| 4121 | RWC ASSET ADVISORS (US) LLC | $528M | Q4 2025 | 2/17/2026 | 13 |
| 4122 | Annis Gardner Whiting Capital Advisors, LLC | $528M | Q4 2025 | 2/9/2026 | 1,209 |
| 4123 | Pettinga Financial Advisors LLC | $527M | Q4 2025 | 2/12/2026 | 148 |
| 4124 | Conrad Siegel Investment Advisors, Inc. | $527M | Q4 2025 | 1/14/2026 | 59 |
| 4125 | McNamara Financial Services, Inc. | $527M | Q4 2025 | 1/21/2026 | 101 |
| 4126 | Requisite Capital Management, LLC | $527M | Q4 2025 | 2/5/2026 | 123 |
| 4127 | TruNorth Capital Management, LLC | $527M | Q4 2025 | 2/11/2026 | 118 |
| 4128 | Virtus Wealth Solutions LLC | $527M | Q4 2025 | 1/29/2026 | 52 |
| 4129 | ASHTON THOMAS SECURITIES, LLC | $527M | Q4 2025 | 2/2/2026 | 297 |
| 4130 | Curran Financial Partners, LLC | $527M | Q4 2025 | 1/22/2026 | 129 |
| 4131 | Conversant Capital LLC | $526M | Q4 2025 | 2/17/2026 | 13 |
| 4132 | WestHill Financial Advisors, Inc. | $526M | Q4 2025 | 1/21/2026 | 81 |
| 4133 | Waterfront Wealth Inc. | $526M | Q4 2025 | 1/27/2026 | 273 |
| 4134 | WHALEROCK POINT PARTNERS, LLC | $526M | Q4 2025 | 2/13/2026 | 193 |
| 4135 | Hamilton Wealth, LLC | $526M | Q4 2025 | 2/19/2026 | 114 |
| 4136 | Cambridge Advisors Inc. | $525M | Q4 2025 | 1/21/2026 | 176 |
| 4137 | Systelligence, LLC | $525M | Q4 2025 | 1/22/2026 | 52 |
| 4138 | MYDA Advisors LLC | $525M | Q4 2025 | 2/13/2026 | 141 |
| 4139 | FFT WEALTH MANAGEMENT LLC | $525M | Q4 2025 | 2/9/2026 | 86 |
| 4140 | Bernardo Wealth Planning LLC | $525M | Q4 2025 | 1/26/2026 | 127 |
| 4141 | Gryphon International Investment CORP | $525M | Q2 2014 | 7/15/2014 | 25 |
| 4142 | GUARDIAN CAPITAL ADVISORS LP | $524M | Q1 2014 | 5/14/2014 | 175 |
| 4143 | OKABENA INVESTMENT SERVICES INC | $524M | Q4 2025 | 2/13/2026 | 143 |
| 4144 | Heron Bay Capital Management | $524M | Q4 2025 | 2/13/2026 | 112 |
| 4145 | Prestige Wealth Management Group LLC | $524M | Q4 2025 | 2/11/2026 | 1,010 |
| 4146 | Machina Capital S.A.S. | $524M | Q4 2025 | 2/10/2026 | 341 |
| 4147 | TrueMark Investments, LLC | $523M | Q4 2025 | 1/14/2026 | 240 |
| 4148 | M. Kulyk & Associates, LLC | $523M | Q4 2025 | 1/8/2026 | 107 |
| 4149 | DIVIDEND ASSETS CAPITAL, LLC | $523M | Q4 2025 | 2/12/2026 | 138 |
| 4150 | Investors Research Corp | $523M | Q1 2026 | 4/3/2026 | 851 |
| 4151 | JMAC ENTERPRISES LLC | $523M | Q4 2025 | 1/21/2026 | 123 |
| 4152 | KIRR MARBACH & CO LLC /IN/ | $523M | Q4 2025 | 1/26/2026 | 58 |
| 4153 | KNOTT DAVID M | $523M | Q1 2014 | 5/13/2014 | 66 |
| 4154 | KCM Capital Inc | $523M | Q4 2025 | 2/17/2026 | 30 |
| 4155 | Blue Zone Wealth Advisors, LLC | $523M | Q4 2025 | 1/21/2026 | 136 |
| 4156 | Curbstone Financial Management Corp | $523M | Q4 2025 | 1/23/2026 | 201 |
| 4157 | Kapitalo Investimentos Ltda | $523M | Q4 2025 | 1/28/2026 | 37 |
| 4158 | GoalVest Advisory LLC | $522M | Q4 2025 | 1/5/2026 | 513 |
| 4159 | BCM ADVISORS, LLC | $522M | Q4 2025 | 1/26/2026 | 73 |
| 4160 | Talaria Asset Management Pty Ltd | $522M | Q4 2025 | 2/17/2026 | 11 |
| 4161 | SEEDS INVESTOR LLC | $522M | Q4 2025 | 1/27/2026 | 266 |
| 4162 | ESL Trust Services, LLC | $521M | Q4 2025 | 2/10/2026 | 256 |
| 4163 | Varenne Capital Partners | $521M | Q4 2025 | 2/17/2026 | 26 |
| 4164 | Alvarez & Marsal Private Wealth Partners, LLC | $521M | Q4 2025 | 2/13/2026 | 112 |
| 4165 | Starwood Real Estate Securities, LLC | $521M | Q1 2014 | 5/15/2014 | 21 |
| 4166 | Great Diamond Partners, LLC | $520M | Q4 2025 | 2/6/2026 | 227 |
| 4167 | Financial Gravity Asset Management, Inc. | $520M | Q4 2025 | 2/13/2026 | 793 |
| 4168 | Mattern Wealth Management LLC | $519M | Q4 2025 | 1/16/2026 | 156 |
| 4169 | OCO Capital Partners, L.P. | $519M | Q4 2025 | 2/17/2026 | 6 |
| 4170 | Hazelview Securities Inc. | $519M | Q4 2025 | 2/17/2026 | 42 |
| 4171 | Ascent Advisors, LLC | $519M | Q4 2025 | 2/12/2026 | 2 |
| 4172 | Canton Hathaway, LLC | $519M | Q4 2025 | 1/21/2026 | 282 |
| 4173 | SHAH CAPITAL MANAGEMENT | $519M | Q4 2025 | 1/15/2026 | 12 |
| 4174 | Sands Capital Alternatives, LLC | $518M | Q4 2025 | 2/13/2026 | 20 |
| 4175 | WEXFORD CAPITAL LP | $518M | Q4 2025 | 2/13/2026 | 369 |
| 4176 | Cedar Mountain Advisors, LLC | $518M | Q4 2025 | 2/11/2026 | 757 |
| 4177 | Bedell Frazier Investment Counselling, LLC | $518M | Q4 2025 | 2/17/2026 | 133 |
| 4178 | Intellectus Partners, LLC | $518M | Q4 2025 | 2/10/2026 | 286 |
| 4179 | Kozak & Associates, Inc. | $518M | Q4 2025 | 1/12/2026 | 432 |
| 4180 | Northwest Bancshares, Inc. | $517M | Q4 2025 | 2/13/2026 | 174 |
| 4181 | SPHERA FUNDS MANAGEMENT LTD. | $517M | Q4 2025 | 2/17/2026 | 99 |
| 4182 | ELEMENT POINTE ADVISORS, LLC | $517M | Q4 2025 | 2/13/2026 | 88 |
| 4183 | WEST PACES ADVISORS INC. | $517M | Q4 2025 | 1/21/2026 | 200 |
| 4184 | Financial Security Advisor, Inc. | $517M | Q4 2025 | 2/5/2026 | 157 |
| 4185 | Serenus Wealth Advisors, LLC | $517M | Q4 2025 | 1/28/2026 | 74 |
| 4186 | SATOVSKY ASSET MANAGEMENT LLC | $516M | Q4 2025 | 2/13/2026 | 72 |
| 4187 | First Fiduciary Investment Counsel, Inc. | $516M | Q4 2025 | 1/30/2026 | 71 |
| 4188 | Marshall Financial Group, LLC | $515M | Q4 2025 | 1/9/2026 | 288 |
| 4189 | SACHEM HILL LLC | $515M | Q4 2025 | 2/12/2026 | 66 |
| 4190 | Greenstone Partners & Co., LLC | $514M | Q4 2025 | 2/18/2026 | 12 |
| 4191 | Rockport Wealth LLC | $514M | Q4 2025 | 2/6/2026 | 99 |
| 4192 | Napean Trading & Investment Co (Singapore) PTE Ltd | $514M | Q4 2025 | 2/13/2026 | 37 |
| 4193 | JD CAPITAL MANAGEMENT LLC | $514M | Q1 2014 | 5/15/2014 | 149 |
| 4194 | New Hampshire Trust | $514M | Q4 2025 | 1/29/2026 | 173 |
| 4195 | Accel XI Associates L.L.C. | $514M | Q4 2025 | 2/6/2026 | 1 |
| 4196 | Paradice Investment Management LLC | $513M | Q4 2025 | 1/28/2026 | 21 |
| 4197 | Balefire, LLC | $513M | Q4 2025 | 1/12/2026 | 394 |
| 4198 | Permanent Capital Management, LP | $513M | Q4 2025 | 1/7/2026 | 157 |
| 4199 | FIDUCIARY ASSET MANAGEMENT LLC | $513M | Q2 2014 | 7/15/2014 | 90 |
| 4200 | OLP CAPITAL MANAGEMENT Ltd | $513M | Q4 2025 | 2/13/2026 | 3 |