Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4001 | FRONTIER INVESTMENT MGMT CO | $566M | Q1 2014 | 5/9/2014 | 150 |
| 4002 | GRACE & WHITE INC /NY | $566M | Q1 2026 | 4/21/2026 | 136 |
| 4003 | Foresight Group Ltd Liability Partnership | $566M | Q1 2026 | 5/4/2026 | 59 |
| 4004 | AMARILLO NATIONAL BANK | $566M | Q1 2026 | 4/17/2026 | 91 |
| 4005 | Stenger Family Office, LLC | $566M | Q1 2026 | 4/29/2026 | 117 |
| 4006 | Generali Powszechne Towarzystwo Emerytalne | $566M | Q1 2026 | 4/21/2026 | 28 |
| 4007 | Overlook Holdings Ltd | $566M | Q1 2014 | 4/3/2014 | 3 |
| 4008 | Providence Equity Partners L.L.C. | $565M | Q1 2026 | 5/15/2026 | 3 |
| 4009 | OPAL CAPITAL LLC | $565M | Q1 2026 | 5/15/2026 | 141 |
| 4010 | Lavaca Capital LLC | $564M | Q1 2026 | 5/13/2026 | 286 |
| 4011 | KAHN BROTHERS GROUP INC | $564M | Q1 2026 | 5/8/2026 | 48 |
| 4012 | Adventist Health System/ West | $564M | Q1 2026 | 5/12/2026 | 13 |
| 4013 | Patient Square Capital LP | $564M | Q1 2026 | 5/15/2026 | 29 |
| 4014 | ThornTree Capital Partners LP | $564M | Q1 2026 | 5/15/2026 | 16 |
| 4015 | KKM Financial LLC | $563M | Q1 2026 | 5/15/2026 | 168 |
| 4016 | Asset Allocation Strategies LLC | $563M | Q1 2026 | 4/22/2026 | 167 |
| 4017 | ARTHUR M. COHEN & ASSOCIATES, LLC | $563M | Q1 2026 | 5/8/2026 | 127 |
| 4018 | Garrett Wealth Advisory Group, LLC | $562M | Q1 2026 | 4/27/2026 | 134 |
| 4019 | Portfolio Design Labs, LLC | $562M | Q1 2026 | 5/11/2026 | 232 |
| 4020 | Addison Capital Co | $562M | Q1 2026 | 4/29/2026 | 182 |
| 4021 | Financial Gravity Asset Management, Inc. | $562M | Q1 2026 | 5/8/2026 | 973 |
| 4022 | Maytus Capital Management, LLC | $562M | Q1 2026 | 5/15/2026 | 62 |
| 4023 | Key FInancial Inc | $562M | Q1 2026 | 4/24/2026 | 1,394 |
| 4024 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $561M | Q1 2026 | 4/24/2026 | 76 |
| 4025 | Twele Capital Management, Inc. | $561M | Q1 2026 | 4/7/2026 | 39 |
| 4026 | Moment Partners, LLC | $561M | Q1 2026 | 5/4/2026 | 113 |
| 4027 | Oakwell Private Wealth Management, LLC | $560M | Q1 2026 | 5/1/2026 | 79 |
| 4028 | Harfst & Associates, Inc. | $560M | Q1 2026 | 5/12/2026 | 121 |
| 4029 | FLC Capital Advisors | $560M | Q1 2026 | 5/1/2026 | 221 |
| 4030 | Newbrook Capital Advisors LP | $560M | Q1 2026 | 5/15/2026 | 16 |
| 4031 | Delta Investment Management, LLC | $559M | Q1 2026 | 5/12/2026 | 273 |
| 4032 | Curran Financial Partners, LLC | $559M | Q1 2026 | 4/15/2026 | 127 |
| 4033 | Stone House Investment Management, LLC | $558M | Q1 2026 | 4/22/2026 | 1,069 |
| 4034 | THAMES CAPITAL MANAGEMENT LLC | $558M | Q1 2026 | 5/12/2026 | 43 |
| 4035 | Quarry LP | $558M | Q1 2026 | 5/15/2026 | 1,364 |
| 4036 | DV EQUITIES, LLC | $558M | Q4 2025 | 2/17/2026 | 756 |
| 4037 | ALM First Financial Advisors, LLC | $557M | Q1 2026 | 4/10/2026 | 25 |
| 4038 | Cander Asset Management LP | $557M | Q1 2026 | 5/15/2026 | 43 |
| 4039 | MARINO, STRAM & ASSOCIATES LLC | $557M | Q1 2026 | 4/29/2026 | 185 |
| 4040 | Naria Inc. | $556M | Q1 2026 | 4/30/2026 | 1 |
| 4041 | Three Arch Wealth Management LLC | $556M | Q1 2026 | 5/6/2026 | 61 |
| 4042 | CHEMICAL BANK | $556M | Q1 2014 | 5/13/2014 | 290 |
| 4043 | US GLOBAL INVESTORS FUNDS | $556M | Q4 2013 | 2/18/2014 | 321 |
| 4044 | TLWM | $555M | Q1 2026 | 4/8/2026 | 69 |
| 4045 | Heirloom Wealth Management | $555M | Q1 2026 | 4/14/2026 | 87 |
| 4046 | CHILDRESS CAPITAL ADVISORS, LLC | $555M | Q1 2026 | 4/29/2026 | 376 |
| 4047 | Founders Financial Alliance, LLC | $555M | Q1 2026 | 5/11/2026 | 735 |
| 4048 | ARQ WEALTH ADVISORS, LLC | $555M | Q1 2026 | 5/1/2026 | 191 |
| 4049 | STUDIO INVESTMENT MANAGEMENT LLC | $555M | Q1 2026 | 5/15/2026 | 184 |
| 4050 | MOODY ALDRICH PARTNERS LLC | $555M | Q1 2026 | 4/20/2026 | 190 |
| 4051 | Truvestments Capital LLC | $554M | Q1 2026 | 5/13/2026 | 1,176 |
| 4052 | Bellecapital International Ltd. | $554M | Q1 2026 | 5/12/2026 | 118 |
| 4053 | Legacy Financial Strategies, LLC | $554M | Q1 2026 | 4/30/2026 | 140 |
| 4054 | Conrad Siegel Investment Advisors, Inc. | $554M | Q1 2026 | 4/13/2026 | 63 |
| 4055 | EMS Capital LP | $554M | Q1 2014 | 5/15/2014 | 31 |
| 4056 | ARMSTRONG SHAW ASSOCIATES INC/CT | $553M | Q2 2014 | 7/22/2014 | 42 |
| 4057 | Trivium Point Advisory, LLC | $553M | Q1 2026 | 4/21/2026 | 270 |
| 4058 | GOODWIN DANIEL L | $553M | Q1 2014 | 5/15/2014 | 123 |
| 4059 | Crossingbridge Advisors, LLC | $553M | Q1 2026 | 5/14/2026 | 160 |
| 4060 | Sterling Investment Advisors, Ltd. | $552M | Q1 2026 | 5/4/2026 | 215 |
| 4061 | FFT WEALTH MANAGEMENT LLC | $552M | Q1 2026 | 5/14/2026 | 99 |
| 4062 | Saturn V Capital Management LP | $552M | Q1 2026 | 5/15/2026 | 21 |
| 4063 | Longbow Finance SA | $552M | Q1 2026 | 5/12/2026 | 55 |
| 4064 | Davidson Capital Management Inc. | $552M | Q1 2026 | 4/14/2026 | 93 |
| 4065 | Triata Capital Ltd | $552M | Q1 2026 | 5/14/2026 | 14 |
| 4066 | BRANDYWINE TRUST CO | $552M | Q1 2026 | 5/14/2026 | 31 |
| 4067 | JACOBSON & SCHMITT ADVISORS, LLC | $551M | Q1 2026 | 4/10/2026 | 78 |
| 4068 | Integrated Quantitative Investments LLC | $551M | Q1 2026 | 5/13/2026 | 385 |
| 4069 | Bienville Capital Management, LLC | $550M | Q1 2026 | 5/13/2026 | 74 |
| 4070 | Tufton Capital Management | $550M | Q1 2026 | 5/12/2026 | 126 |
| 4071 | Atlas Legacy Advisors, LLC | $550M | Q1 2026 | 5/11/2026 | 195 |
| 4072 | Rockport Wealth LLC | $549M | Q1 2026 | 5/5/2026 | 101 |
| 4073 | KANALY TRUST CO | $549M | Q2 2014 | 7/28/2014 | 721 |
| 4074 | LMG Wealth Partners, LLC | $549M | Q1 2026 | 4/17/2026 | 154 |
| 4075 | KIRR MARBACH & CO LLC /IN/ | $549M | Q1 2026 | 4/17/2026 | 57 |
| 4076 | AdvisorShares Investments LLC | $549M | Q1 2026 | 4/28/2026 | 280 |
| 4077 | ADVISORS MANAGEMENT GROUP INC /ADV | $549M | Q1 2026 | 5/1/2026 | 158 |
| 4078 | Wick Capital Partners, LLC | $548M | Q1 2026 | 5/15/2026 | 224 |
| 4079 | LS Power Partners II, L.P. | $548M | Q1 2014 | 5/15/2014 | 2 |
| 4080 | Marino Management, LLC | $547M | Q1 2026 | 5/15/2026 | 11 |
| 4081 | DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | $547M | Q1 2014 | 5/15/2014 | 19 |
| 4082 | Harvest Investment Services, LLC | $547M | Q1 2026 | 5/14/2026 | 346 |
| 4083 | AIRE ADVISORS, LLC | $547M | Q1 2026 | 5/6/2026 | 167 |
| 4084 | IFC Holdings Incorporated/FL | $547M | Q2 2014 | 7/22/2014 | 355 |
| 4085 | VeraBank, N.A. | $546M | Q1 2026 | 5/11/2026 | 173 |
| 4086 | SkyOak Wealth, LLC | $546M | Q1 2026 | 4/30/2026 | 255 |
| 4087 | DELTEC ASSET MANAGEMENT LLC | $545M | Q1 2026 | 4/24/2026 | 235 |
| 4088 | BRASADA CAPITAL MANAGEMENT, LP | $545M | Q1 2026 | 5/15/2026 | 145 |
| 4089 | MITCHELL CAPITAL MANAGEMENT CO | $545M | Q1 2026 | 5/11/2026 | 113 |
| 4090 | Sompo Asset Management Co., Ltd. | $545M | Q1 2026 | 4/30/2026 | 180 |
| 4091 | Waterfront Wealth Inc. | $545M | Q1 2026 | 4/30/2026 | 283 |
| 4092 | Financial Security Advisor, Inc. | $544M | Q1 2026 | 5/4/2026 | 160 |
| 4093 | HUTCHINSON CAPITAL MANAGEMENT/CA | $544M | Q1 2026 | 5/12/2026 | 97 |
| 4094 | Iowa State Bank | $543M | Q1 2026 | 4/15/2026 | 117 |
| 4095 | Westover Capital Advisors, LLC | $543M | Q1 2026 | 5/5/2026 | 235 |
| 4096 | Marotta Asset Management | $543M | Q1 2026 | 4/27/2026 | 103 |
| 4097 | Sunburst Financial Group, LLC | $543M | Q1 2026 | 4/13/2026 | 132 |
| 4098 | MILESTONE ASSET MANAGEMENT, LLC | $543M | Q1 2026 | 4/15/2026 | 235 |
| 4099 | Monaco Asset Management SAM | $542M | Q1 2026 | 5/11/2026 | 66 |
| 4100 | Broderick Brian C | $542M | Q1 2026 | 5/7/2026 | 112 |
| 4101 | KLS Professional Advisors Group, LLC | $542M | Q2 2014 | 7/1/2014 | 2 |
| 4102 | Partner Investment Management, L.P. | $542M | Q1 2014 | 5/15/2014 | 72 |
| 4103 | Great Point Wealth Advisors, LLC | $542M | Q1 2026 | 4/27/2026 | 62 |
| 4104 | SHAPIRO ROBERT N | $541M | Q1 2014 | 6/18/2014 | 770 |
| 4105 | Caitong International Asset Management Co., Ltd | $541M | Q1 2026 | 5/11/2026 | 2,563 |
| 4106 | FTV Management Company, L.P. | $541M | Q1 2026 | 5/15/2026 | 1 |
| 4107 | MENTA CAPITAL LLC | $541M | Q2 2014 | 8/5/2014 | 521 |
| 4108 | Francis Financial, Inc. | $539M | Q1 2026 | 5/7/2026 | 115 |
| 4109 | Palidye Holdings (Caymans) Ltd | $539M | Q1 2026 | 5/15/2026 | 14 |
| 4110 | FRONT BARNETT ASSOCIATES LLC | $539M | Q2 2014 | 8/8/2014 | 116 |
| 4111 | High Ground Investment Management LLP | $539M | Q1 2026 | 5/6/2026 | 5 |
| 4112 | MAYPORT, LLC | $538M | Q1 2026 | 4/21/2026 | 130 |
| 4113 | CoreCommodity Management, LLC | $538M | Q1 2026 | 5/15/2026 | 120 |
| 4114 | MAGNOLIA GROUP, LLC | $538M | Q1 2026 | 4/24/2026 | 12 |
| 4115 | COERENTE CAPITAL MANAGEMENT | $537M | Q1 2026 | 4/17/2026 | 47 |
| 4116 | Gibson Capital, LLC | $537M | Q1 2026 | 4/17/2026 | 87 |
| 4117 | BANC FUNDS CO LLC | $537M | Q1 2026 | 5/14/2026 | 97 |
| 4118 | Hazelview Securities Inc. | $537M | Q1 2026 | 5/14/2026 | 45 |
| 4119 | Trust Co of Tennessee | $537M | Q1 2026 | 4/9/2026 | 8 |
| 4120 | Liberty Capital Management, Inc. | $537M | Q4 2025 | 1/26/2026 | 180 |
| 4121 | CADINHA & CO LLC | $537M | Q1 2026 | 5/11/2026 | 103 |
| 4122 | Requisite Capital Management, LLC | $537M | Q1 2026 | 5/14/2026 | 114 |
| 4123 | Clayton, Dubilier & Rice, LLC | $536M | Q1 2026 | 5/8/2026 | 2 |
| 4124 | America First Investment Advisors, LLC | $536M | Q1 2026 | 5/8/2026 | 41 |
| 4125 | M. Kulyk & Associates, LLC | $536M | Q1 2026 | 5/6/2026 | 119 |
| 4126 | CORRECT CAPITAL WEALTH MANAGEMENT | $536M | Q1 2026 | 5/5/2026 | 109 |
| 4127 | SAGE RHINO CAPITAL LLC | $535M | Q1 2026 | 4/28/2026 | 330 |
| 4128 | Wealth High Governance Capital Ltda | $534M | Q4 2025 | 1/30/2026 | 46 |
| 4129 | LATHROP INVESTMENT MANAGEMENT CO | $534M | Q1 2026 | 5/12/2026 | 83 |
| 4130 | LIGHT STREET CAPITAL MANAGEMENT, LLC | $534M | Q1 2026 | 5/15/2026 | 24 |
| 4131 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $533M | Q2 2014 | 8/4/2014 | 165 |
| 4132 | LYNCH & ASSOCIATES/IN | $533M | Q1 2026 | 4/8/2026 | 126 |
| 4133 | Paradice Investment Management LLC | $532M | Q1 2026 | 5/14/2026 | 23 |
| 4134 | Ellsworth Advisors, LLC | $532M | Q1 2026 | 4/16/2026 | 164 |
| 4135 | Proactive Wealth Strategies LLC | $532M | Q1 2026 | 4/29/2026 | 210 |
| 4136 | ERn Financial, LLC | $532M | Q1 2026 | 4/24/2026 | 150 |
| 4137 | Factor Wealth Management LTD | $532M | Q1 2026 | 4/20/2026 | 162 |
| 4138 | Kapitalo Investimentos Ltda | $531M | Q1 2026 | 5/7/2026 | 57 |
| 4139 | Strong Tower Advisory Services | $531M | Q1 2026 | 4/16/2026 | 92 |
| 4140 | Pettinga Financial Advisors LLC | $531M | Q1 2026 | 4/13/2026 | 147 |
| 4141 | Proxima Capital Management, LLC | $531M | Q1 2014 | 5/15/2014 | 37 |
| 4142 | Balefire, LLC | $531M | Q1 2026 | 5/7/2026 | 439 |
| 4143 | Long Run Wealth Advisors, LLC | $531M | Q4 2025 | 2/2/2026 | 106 |
| 4144 | USA FINANCIAL FORMULAS | $531M | Q1 2026 | 4/14/2026 | 437 |
| 4145 | CIBC BANK USA | $530M | Q2 2014 | 7/28/2014 | 291 |
| 4146 | Baker Chad R | $530M | Q1 2026 | 4/17/2026 | 56 |
| 4147 | Baker Street Capital Management, LLC | $530M | Q1 2014 | 5/15/2014 | 6 |
| 4148 | ELEMENT POINTE ADVISORS, LLC | $530M | Q1 2026 | 5/7/2026 | 86 |
| 4149 | SOA Wealth Advisors, LLC. | $530M | Q1 2026 | 5/20/2026 | 867 |
| 4150 | Legg Mason Investment Counsel & Trust Co., N.A. | $530M | Q1 2014 | 5/15/2014 | 455 |
| 4151 | Taproot Management LP | $530M | Q1 2026 | 5/13/2026 | 180 |
| 4152 | Overbrook Management Corp | $529M | Q1 2026 | 4/9/2026 | 51 |
| 4153 | LOUISBOURG INVESTMENTS INC. | $529M | Q1 2026 | 4/22/2026 | 216 |
| 4154 | McNamara Financial Services, Inc. | $528M | Q1 2026 | 4/9/2026 | 99 |
| 4155 | McClain Value Management LLC | $528M | Q1 2014 | 5/12/2014 | 35 |
| 4156 | Second Line Capital, LLC | $528M | Q1 2026 | 5/14/2026 | 185 |
| 4157 | Lincoln Capital LLC | $528M | Q1 2026 | 5/1/2026 | 135 |
| 4158 | Verum Partners LLC | $527M | Q1 2026 | 4/15/2026 | 176 |
| 4159 | OAKMONT Corp | $526M | Q1 2026 | 5/12/2026 | 31 |
| 4160 | Vanderbilt University | $526M | Q1 2026 | 4/20/2026 | 71 |
| 4161 | Praetorian Wealth Management, Inc. | $526M | Q1 2026 | 4/9/2026 | 77 |
| 4162 | DUNCKER STREETT & CO INC | $526M | Q1 2026 | 4/29/2026 | 535 |
| 4163 | Insight Advisors, LLC/ PA | $525M | Q1 2026 | 5/11/2026 | 243 |
| 4164 | Fonville Wealth Management LLC | $525M | Q1 2026 | 4/20/2026 | 138 |
| 4165 | Virtus Wealth Solutions LLC | $525M | Q1 2026 | 5/8/2026 | 54 |
| 4166 | Columbia Asset Management | $525M | Q1 2026 | 4/20/2026 | 170 |
| 4167 | Harbour Capital Advisors, LLC | $525M | Q1 2026 | 4/29/2026 | 280 |
| 4168 | Drake & Associates, LLC | $525M | Q1 2026 | 5/13/2026 | 97 |
| 4169 | Gryphon International Investment CORP | $525M | Q2 2014 | 7/15/2014 | 25 |
| 4170 | GUARDIAN CAPITAL ADVISORS LP | $524M | Q1 2014 | 5/14/2014 | 175 |
| 4171 | Greenfield FTC, Inc. | $524M | Q1 2026 | 4/21/2026 | 3 |
| 4172 | Shannon River Fund Management LLC | $524M | Q1 2026 | 5/14/2026 | 28 |
| 4173 | Conifer Management, L.L.C. | $524M | Q1 2026 | 5/14/2026 | 6 |
| 4174 | ESL Trust Services, LLC | $524M | Q1 2026 | 5/7/2026 | 258 |
| 4175 | Investors Research Corp | $523M | Q1 2026 | 4/3/2026 | 851 |
| 4176 | KNOTT DAVID M | $523M | Q1 2014 | 5/13/2014 | 66 |
| 4177 | WestHill Financial Advisors, Inc. | $523M | Q1 2026 | 4/9/2026 | 76 |
| 4178 | Curbstone Financial Management Corp | $523M | Q1 2026 | 4/15/2026 | 202 |
| 4179 | GWN SECURITIES INC. | $523M | Q1 2026 | 5/14/2026 | 462 |
| 4180 | STEMPOINT CAPITAL LP | $522M | Q1 2026 | 5/18/2026 | 82 |
| 4181 | JMAC ENTERPRISES LLC | $522M | Q1 2026 | 5/1/2026 | 117 |
| 4182 | KEB ASSET MANAGEMENT, LLC | $522M | Q1 2026 | 4/24/2026 | 97 |
| 4183 | Legacy Trust | $522M | Q1 2026 | 4/14/2026 | 203 |
| 4184 | TruNorth Capital Management, LLC | $522M | Q1 2026 | 4/22/2026 | 114 |
| 4185 | SHAH CAPITAL MANAGEMENT | $521M | Q1 2026 | 4/24/2026 | 11 |
| 4186 | MANCHESTER FINANCIAL INC | $521M | Q1 2026 | 4/23/2026 | 140 |
| 4187 | Solidarity Wealth, LLC | $521M | Q1 2026 | 4/29/2026 | 83 |
| 4188 | Starwood Real Estate Securities, LLC | $521M | Q1 2014 | 5/15/2014 | 21 |
| 4189 | Spectrum Financial Alliance Ltd LLC | $520M | Q1 2026 | 5/1/2026 | 30 |
| 4190 | Perkins Coie Trust Co | $520M | Q1 2026 | 4/15/2026 | 257 |
| 4191 | Crawford Fund Management, LLC | $520M | Q1 2026 | 5/15/2026 | 183 |
| 4192 | Family Investment Center, Inc. | $520M | Q1 2026 | 4/24/2026 | 91 |
| 4193 | Great Diamond Partners, LLC | $520M | Q1 2026 | 5/12/2026 | 228 |
| 4194 | Grant Street Asset Management, Inc. | $519M | Q1 2026 | 5/7/2026 | 96 |
| 4195 | CacheTech Inc. | $519M | Q1 2026 | 5/11/2026 | 177 |
| 4196 | OKABENA INVESTMENT SERVICES INC | $519M | Q1 2026 | 5/15/2026 | 144 |
| 4197 | Platform Technology Partners | $519M | Q1 2026 | 4/27/2026 | 344 |
| 4198 | Wendel SE | $518M | Q1 2026 | 4/29/2026 | 1 |
| 4199 | WHALEROCK POINT PARTNERS, LLC | $518M | Q1 2026 | 5/15/2026 | 197 |
| 4200 | Grey Fox Wealth Advisors, LLC | $518M | Q1 2026 | 4/21/2026 | 171 |