Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4001 | JB CAPITAL PARTNERS LP | $581M | Q1 2026 | 5/14/2026 | 85 |
| 4002 | AEGIS FINANCIAL CORP | $580M | Q1 2026 | 5/13/2026 | 37 |
| 4003 | McNamara Financial Services, Inc. | $580M | Q2 2026 | 7/22/2026 | 104 |
| 4004 | Alerus Investment Advisors Corp | $580M | Q2 2014 | 8/7/2014 | 162 |
| 4005 | Praetorian Wealth Management, Inc. | $580M | Q2 2026 | 7/7/2026 | 84 |
| 4006 | PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | $579M | Q1 2014 | 6/6/2014 | 158 |
| 4007 | BOYS ARNOLD & CO INC | $579M | Q2 2014 | 7/8/2014 | 218 |
| 4008 | Rezny Wealth Management, Inc. | $579M | Q2 2026 | 7/17/2026 | 37 |
| 4009 | Bleichroeder LP | $579M | Q1 2026 | 5/14/2026 | 81 |
| 4010 | Professional Financial Advisors, LLC | $578M | Q2 2026 | 7/9/2026 | 146 |
| 4011 | Leonard Rickey Investment Advisors P.L.L.C. | $578M | Q1 2026 | 4/8/2026 | 118 |
| 4012 | Webs Creek Capital Management LP | $578M | Q1 2026 | 5/15/2026 | 14 |
| 4013 | RAND WEALTH, LLC | $577M | Q1 2014 | 4/29/2014 | 196 |
| 4014 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $577M | Q1 2026 | 5/13/2026 | 5 |
| 4015 | Gyrus Investment Management Inc. | $577M | Q1 2014 | 5/14/2014 | 106 |
| 4016 | Ellis Investment Partners, LLC | $576M | Q1 2026 | 5/12/2026 | 268 |
| 4017 | Simcoe Capital Management, LLC | $576M | Q1 2026 | 5/14/2026 | 15 |
| 4018 | Kozak & Associates, Inc. | $576M | Q2 2026 | 7/2/2026 | 451 |
| 4019 | Energy Opportunities Capital Management, LLC | $576M | Q1 2014 | 5/15/2014 | 40 |
| 4020 | GOULD ASSET MANAGEMENT LLC /CA/ | $576M | Q1 2026 | 5/5/2026 | 171 |
| 4021 | Sovereign Financial Group, Inc. | $576M | Q1 2026 | 4/17/2026 | 365 |
| 4022 | Nevsky Capital LLP | $575M | Q2 2014 | 7/18/2014 | 9 |
| 4023 | Patten Group, Inc. | $575M | Q1 2026 | 4/24/2026 | 296 |
| 4024 | Columbia Asset Management | $575M | Q2 2026 | 7/21/2026 | 168 |
| 4025 | SUN VALLEY GOLD LLC | $574M | Q1 2014 | 5/15/2014 | 29 |
| 4026 | REAL ESTATE MANAGEMENT SERVICES LLC | $574M | Q2 2014 | 7/11/2014 | 48 |
| 4027 | Intelligence Driven Advisers, LLC | $574M | Q1 2026 | 5/15/2026 | 130 |
| 4028 | Tempo Wealth, LLC | $573M | Q1 2026 | 5/14/2026 | 213 |
| 4029 | Blue Zone Wealth Advisors, LLC | $573M | Q2 2026 | 7/14/2026 | 125 |
| 4030 | LYNCH & ASSOCIATES/IN | $573M | Q2 2026 | 7/13/2026 | 129 |
| 4031 | Eagle Health Investments LP | $572M | Q1 2026 | 5/15/2026 | 28 |
| 4032 | Nordwand Advisors, LLC | $572M | Q1 2026 | 5/7/2026 | 150 |
| 4033 | FOX RUN MANAGEMENT, L.L.C. | $572M | Q1 2026 | 5/12/2026 | 856 |
| 4034 | McLean Asset Management Corp | $572M | Q1 2026 | 4/22/2026 | 165 |
| 4035 | Marble Wealth, LLC | $571M | Q1 2026 | 5/14/2026 | 222 |
| 4036 | Black Swift Group, LLC | $571M | Q1 2026 | 4/24/2026 | 117 |
| 4037 | Southland Equity Partners LLC | $571M | Q2 2026 | 7/13/2026 | 306 |
| 4038 | First Reserve GP XII Ltd | $571M | Q1 2014 | 5/15/2014 | 3 |
| 4039 | RPTC Inc. | $571M | Q1 2026 | 5/15/2026 | 7 |
| 4040 | XXEC, Inc. | $571M | Q1 2026 | 4/23/2026 | 23 |
| 4041 | Tulsa Wealth Advisors, INC | $570M | Q1 2026 | 5/11/2026 | 150 |
| 4042 | YM Investment LTD | $570M | Q4 2013 | 1/21/2014 | 2 |
| 4043 | PERSHING SQUARE INC. | $569M | Q1 2026 | 5/15/2026 | 1 |
| 4044 | RAM Investment Partners, LLC | $569M | Q1 2026 | 5/4/2026 | 121 |
| 4045 | New World Advisors LLC | $569M | Q1 2026 | 4/27/2026 | 83 |
| 4046 | CHAPIN DAVIS, INC. | $569M | Q2 2026 | 7/7/2026 | 256 |
| 4047 | BENNETT LAWRENCE MANAGEMENT L L C/NY | $568M | Q2 2014 | 8/6/2014 | 90 |
| 4048 | Single Point Partners, LLC | $568M | Q2 2026 | 7/16/2026 | 103 |
| 4049 | ORG Partners LLC | $568M | Q4 2025 | 1/14/2026 | 1,804 |
| 4050 | ASK CAPITAL MANAGEMENT, LLC | $568M | Q1 2026 | 4/23/2026 | 4 |
| 4051 | Broad Run Investment Management, LLC | $568M | Q1 2026 | 5/15/2026 | 24 |
| 4052 | New Harbor Financial Group, LLC | $567M | Q1 2026 | 5/5/2026 | 61 |
| 4053 | Raging Capital Management, LLC | $567M | Q1 2014 | 5/15/2014 | 38 |
| 4054 | Peak Asset Management, LLC | $567M | Q1 2026 | 5/14/2026 | 148 |
| 4055 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | $567M | Q1 2026 | 4/28/2026 | 235 |
| 4056 | Beacon Capital Management, LLC | $567M | Q1 2026 | 5/11/2026 | 166 |
| 4057 | SATOVSKY ASSET MANAGEMENT LLC | $566M | Q1 2026 | 5/14/2026 | 73 |
| 4058 | Essex LLC | $566M | Q1 2026 | 4/24/2026 | 175 |
| 4059 | FRONTIER INVESTMENT MGMT CO | $566M | Q1 2014 | 5/9/2014 | 150 |
| 4060 | Foresight Group Ltd Liability Partnership | $566M | Q1 2026 | 5/4/2026 | 59 |
| 4061 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $566M | Q2 2026 | 7/9/2026 | 391 |
| 4062 | Overlook Holdings Ltd | $566M | Q1 2014 | 4/3/2014 | 3 |
| 4063 | BetterWealth, LLC | $565M | Q2 2026 | 7/21/2026 | 86 |
| 4064 | Providence Equity Partners L.L.C. | $565M | Q1 2026 | 5/15/2026 | 3 |
| 4065 | OPAL CAPITAL LLC | $565M | Q1 2026 | 5/15/2026 | 141 |
| 4066 | Lavaca Capital LLC | $564M | Q1 2026 | 5/13/2026 | 286 |
| 4067 | KAHN BROTHERS GROUP INC | $564M | Q1 2026 | 5/8/2026 | 48 |
| 4068 | Adventist Health System/ West | $564M | Q1 2026 | 5/12/2026 | 13 |
| 4069 | Patient Square Capital LP | $564M | Q1 2026 | 5/15/2026 | 29 |
| 4070 | ThornTree Capital Partners LP | $564M | Q1 2026 | 5/15/2026 | 16 |
| 4071 | KKM Financial LLC | $563M | Q1 2026 | 5/15/2026 | 168 |
| 4072 | Asset Allocation Strategies LLC | $563M | Q1 2026 | 4/22/2026 | 167 |
| 4073 | MANCHESTER FINANCIAL INC | $563M | Q2 2026 | 7/17/2026 | 145 |
| 4074 | ARTHUR M. COHEN & ASSOCIATES, LLC | $563M | Q1 2026 | 5/8/2026 | 127 |
| 4075 | Garrett Wealth Advisory Group, LLC | $562M | Q1 2026 | 4/27/2026 | 134 |
| 4076 | Portfolio Design Labs, LLC | $562M | Q1 2026 | 5/11/2026 | 232 |
| 4077 | Addison Capital Co | $562M | Q1 2026 | 4/29/2026 | 182 |
| 4078 | Lincoln Capital LLC | $562M | Q2 2026 | 7/7/2026 | 137 |
| 4079 | Financial Gravity Asset Management, Inc. | $562M | Q1 2026 | 5/8/2026 | 973 |
| 4080 | Maytus Capital Management, LLC | $562M | Q1 2026 | 5/15/2026 | 62 |
| 4081 | Key FInancial Inc | $562M | Q1 2026 | 4/24/2026 | 1,394 |
| 4082 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $561M | Q1 2026 | 4/24/2026 | 76 |
| 4083 | DRIVE WEALTH MANAGEMENT, LLC | $561M | Q2 2026 | 7/21/2026 | 459 |
| 4084 | Moment Partners, LLC | $561M | Q1 2026 | 5/4/2026 | 113 |
| 4085 | WESPAC Advisors SoCal, LLC | $560M | Q2 2026 | 7/16/2026 | 122 |
| 4086 | Oakwell Private Wealth Management, LLC | $560M | Q1 2026 | 5/1/2026 | 79 |
| 4087 | Harfst & Associates, Inc. | $560M | Q1 2026 | 5/12/2026 | 121 |
| 4088 | Newbrook Capital Advisors LP | $560M | Q1 2026 | 5/15/2026 | 16 |
| 4089 | EQUITEC PROPRIETARY MARKETS, LLC | $559M | Q2 2026 | 7/20/2026 | 98 |
| 4090 | Delta Investment Management, LLC | $559M | Q1 2026 | 5/12/2026 | 273 |
| 4091 | Investors Research Corp | $559M | Q2 2026 | 7/10/2026 | 805 |
| 4092 | Curran Financial Partners, LLC | $559M | Q1 2026 | 4/15/2026 | 127 |
| 4093 | Wealth Dimensions Group, Ltd. | $558M | Q2 2026 | 7/22/2026 | 179 |
| 4094 | Strong Tower Advisory Services | $558M | Q2 2026 | 7/13/2026 | 94 |
| 4095 | Stone House Investment Management, LLC | $558M | Q1 2026 | 4/22/2026 | 1,069 |
| 4096 | THAMES CAPITAL MANAGEMENT LLC | $558M | Q1 2026 | 5/12/2026 | 43 |
| 4097 | Quarry LP | $558M | Q1 2026 | 5/15/2026 | 1,364 |
| 4098 | DV EQUITIES, LLC | $558M | Q4 2025 | 2/17/2026 | 756 |
| 4099 | Cander Asset Management LP | $557M | Q1 2026 | 5/15/2026 | 43 |
| 4100 | MOODY ALDRICH PARTNERS LLC | $557M | Q2 2026 | 7/15/2026 | 175 |
| 4101 | MARINO, STRAM & ASSOCIATES LLC | $557M | Q1 2026 | 4/29/2026 | 185 |
| 4102 | Three Arch Wealth Management LLC | $556M | Q1 2026 | 5/6/2026 | 61 |
| 4103 | CHEMICAL BANK | $556M | Q1 2014 | 5/13/2014 | 290 |
| 4104 | US GLOBAL INVESTORS FUNDS | $556M | Q4 2013 | 2/18/2014 | 321 |
| 4105 | Heirloom Wealth Management | $555M | Q1 2026 | 4/14/2026 | 87 |
| 4106 | BCS Wealth Management | $555M | Q2 2026 | 7/16/2026 | 270 |
| 4107 | CHILDRESS CAPITAL ADVISORS, LLC | $555M | Q1 2026 | 4/29/2026 | 376 |
| 4108 | Founders Financial Alliance, LLC | $555M | Q1 2026 | 5/11/2026 | 735 |
| 4109 | ARQ WEALTH ADVISORS, LLC | $555M | Q1 2026 | 5/1/2026 | 191 |
| 4110 | STUDIO INVESTMENT MANAGEMENT LLC | $555M | Q1 2026 | 5/15/2026 | 184 |
| 4111 | Truvestments Capital LLC | $554M | Q1 2026 | 5/13/2026 | 1,176 |
| 4112 | EMS Capital LP | $554M | Q1 2014 | 5/15/2014 | 31 |
| 4113 | Bricktown Capital, LLC | $553M | Q2 2026 | 7/15/2026 | 28 |
| 4114 | ARMSTRONG SHAW ASSOCIATES INC/CT | $553M | Q2 2014 | 7/22/2014 | 42 |
| 4115 | Trivium Point Advisory, LLC | $553M | Q1 2026 | 4/21/2026 | 270 |
| 4116 | GOODWIN DANIEL L | $553M | Q1 2014 | 5/15/2014 | 123 |
| 4117 | MOLLER WEALTH PARTNERS | $553M | Q2 2026 | 7/15/2026 | 75 |
| 4118 | Crossingbridge Advisors, LLC | $553M | Q1 2026 | 5/14/2026 | 160 |
| 4119 | Sterling Investment Advisors, Ltd. | $552M | Q1 2026 | 5/4/2026 | 215 |
| 4120 | FFT WEALTH MANAGEMENT LLC | $552M | Q1 2026 | 5/14/2026 | 99 |
| 4121 | Saturn V Capital Management LP | $552M | Q1 2026 | 5/15/2026 | 21 |
| 4122 | Longbow Finance SA | $552M | Q1 2026 | 5/12/2026 | 55 |
| 4123 | Triumph Capital Management | $552M | Q2 2026 | 7/20/2026 | 1,861 |
| 4124 | Davidson Capital Management Inc. | $552M | Q1 2026 | 4/14/2026 | 93 |
| 4125 | Triata Capital Ltd | $552M | Q1 2026 | 5/14/2026 | 14 |
| 4126 | BRANDYWINE TRUST CO | $552M | Q1 2026 | 5/14/2026 | 31 |
| 4127 | Integrated Quantitative Investments LLC | $551M | Q1 2026 | 5/13/2026 | 385 |
| 4128 | Bienville Capital Management, LLC | $550M | Q1 2026 | 5/13/2026 | 74 |
| 4129 | Tufton Capital Management | $550M | Q1 2026 | 5/12/2026 | 126 |
| 4130 | LANDAAS & CO /WI /ADV | $550M | Q2 2026 | 7/21/2026 | 149 |
| 4131 | Atlas Legacy Advisors, LLC | $550M | Q1 2026 | 5/11/2026 | 195 |
| 4132 | Rockport Wealth LLC | $549M | Q1 2026 | 5/5/2026 | 101 |
| 4133 | Harbour Capital Advisors, LLC | $549M | Q2 2026 | 7/15/2026 | 299 |
| 4134 | KANALY TRUST CO | $549M | Q2 2014 | 7/28/2014 | 721 |
| 4135 | LMG Wealth Partners, LLC | $549M | Q1 2026 | 4/17/2026 | 154 |
| 4136 | AdvisorShares Investments LLC | $549M | Q1 2026 | 4/28/2026 | 280 |
| 4137 | ADVISORS MANAGEMENT GROUP INC /ADV | $549M | Q1 2026 | 5/1/2026 | 158 |
| 4138 | Wick Capital Partners, LLC | $548M | Q1 2026 | 5/15/2026 | 224 |
| 4139 | LS Power Partners II, L.P. | $548M | Q1 2014 | 5/15/2014 | 2 |
| 4140 | EWA, LLC | $548M | Q2 2026 | 7/14/2026 | 332 |
| 4141 | Marino Management, LLC | $547M | Q1 2026 | 5/15/2026 | 11 |
| 4142 | DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | $547M | Q1 2014 | 5/15/2014 | 19 |
| 4143 | Harvest Investment Services, LLC | $547M | Q1 2026 | 5/14/2026 | 346 |
| 4144 | AIRE ADVISORS, LLC | $547M | Q1 2026 | 5/6/2026 | 167 |
| 4145 | IFC Holdings Incorporated/FL | $547M | Q2 2014 | 7/22/2014 | 355 |
| 4146 | VeraBank, N.A. | $546M | Q1 2026 | 5/11/2026 | 173 |
| 4147 | Lantz Financial LLC | $546M | Q2 2026 | 7/9/2026 | 259 |
| 4148 | SkyOak Wealth, LLC | $546M | Q1 2026 | 4/30/2026 | 255 |
| 4149 | Stordahl Capital Management, Inc. | $546M | Q2 2026 | 7/14/2026 | 68 |
| 4150 | BRASADA CAPITAL MANAGEMENT, LP | $545M | Q1 2026 | 5/15/2026 | 145 |
| 4151 | MITCHELL CAPITAL MANAGEMENT CO | $545M | Q1 2026 | 5/11/2026 | 113 |
| 4152 | Drummond Knight Asset Management Pty Ltd | $545M | Q2 2026 | 7/15/2026 | 16 |
| 4153 | Waterfront Wealth Inc. | $545M | Q1 2026 | 4/30/2026 | 283 |
| 4154 | Financial Security Advisor, Inc. | $544M | Q1 2026 | 5/4/2026 | 160 |
| 4155 | HUTCHINSON CAPITAL MANAGEMENT/CA | $544M | Q1 2026 | 5/12/2026 | 97 |
| 4156 | Iowa State Bank | $543M | Q1 2026 | 4/15/2026 | 117 |
| 4157 | Westover Capital Advisors, LLC | $543M | Q1 2026 | 5/5/2026 | 235 |
| 4158 | COERENTE CAPITAL MANAGEMENT | $543M | Q2 2026 | 7/22/2026 | 43 |
| 4159 | Madrona Financial Services, LLC | $543M | Q2 2026 | 7/17/2026 | 143 |
| 4160 | Monaco Asset Management SAM | $542M | Q1 2026 | 5/11/2026 | 66 |
| 4161 | Broderick Brian C | $542M | Q1 2026 | 5/7/2026 | 112 |
| 4162 | KLS Professional Advisors Group, LLC | $542M | Q2 2014 | 7/1/2014 | 2 |
| 4163 | F&V Capital Management, LLC | $542M | Q2 2026 | 7/21/2026 | 63 |
| 4164 | Partner Investment Management, L.P. | $542M | Q1 2014 | 5/15/2014 | 72 |
| 4165 | CV Advisors LLC | $542M | Q2 2026 | 7/21/2026 | 134 |
| 4166 | Great Point Wealth Advisors, LLC | $542M | Q1 2026 | 4/27/2026 | 62 |
| 4167 | SHAPIRO ROBERT N | $541M | Q1 2014 | 6/18/2014 | 770 |
| 4168 | CHEMUNG CANAL TRUST CO | $541M | Q2 2026 | 7/15/2026 | 111 |
| 4169 | DAGCO, INC. | $541M | Q2 2026 | 7/10/2026 | 117 |
| 4170 | Caitong International Asset Management Co., Ltd | $541M | Q1 2026 | 5/11/2026 | 2,563 |
| 4171 | FTV Management Company, L.P. | $541M | Q1 2026 | 5/15/2026 | 1 |
| 4172 | MENTA CAPITAL LLC | $541M | Q2 2014 | 8/5/2014 | 521 |
| 4173 | Regent Peak Wealth Advisors LLC | $540M | Q2 2026 | 7/10/2026 | 221 |
| 4174 | Francis Financial, Inc. | $539M | Q1 2026 | 5/7/2026 | 115 |
| 4175 | GoalVest Advisory LLC | $539M | Q2 2026 | 7/8/2026 | 500 |
| 4176 | Palidye Holdings (Caymans) Ltd | $539M | Q1 2026 | 5/15/2026 | 14 |
| 4177 | FRONT BARNETT ASSOCIATES LLC | $539M | Q2 2014 | 8/8/2014 | 116 |
| 4178 | MAYPORT, LLC | $538M | Q1 2026 | 4/21/2026 | 130 |
| 4179 | CoreCommodity Management, LLC | $538M | Q1 2026 | 5/15/2026 | 120 |
| 4180 | Manitou Investment Management Ltd. | $538M | Q2 2026 | 7/7/2026 | 48 |
| 4181 | MAGNOLIA GROUP, LLC | $538M | Q1 2026 | 4/24/2026 | 12 |
| 4182 | Gibson Capital, LLC | $537M | Q1 2026 | 4/17/2026 | 87 |
| 4183 | BANC FUNDS CO LLC | $537M | Q1 2026 | 5/14/2026 | 97 |
| 4184 | Hazelview Securities Inc. | $537M | Q1 2026 | 5/14/2026 | 45 |
| 4185 | Trust Co of Tennessee | $537M | Q1 2026 | 4/9/2026 | 8 |
| 4186 | CADINHA & CO LLC | $537M | Q1 2026 | 5/11/2026 | 103 |
| 4187 | Rosenberg Matthew Hamilton | $537M | Q2 2026 | 7/17/2026 | 792 |
| 4188 | Requisite Capital Management, LLC | $537M | Q1 2026 | 5/14/2026 | 114 |
| 4189 | Clayton, Dubilier & Rice, LLC | $536M | Q1 2026 | 5/8/2026 | 2 |
| 4190 | America First Investment Advisors, LLC | $536M | Q1 2026 | 5/8/2026 | 41 |
| 4191 | M. Kulyk & Associates, LLC | $536M | Q1 2026 | 5/6/2026 | 119 |
| 4192 | CORRECT CAPITAL WEALTH MANAGEMENT | $536M | Q1 2026 | 5/5/2026 | 109 |
| 4193 | Shulman DeMeo Asset Management LLC | $535M | Q2 2026 | 7/8/2026 | 146 |
| 4194 | SAGE RHINO CAPITAL LLC | $535M | Q1 2026 | 4/28/2026 | 330 |
| 4195 | LATHROP INVESTMENT MANAGEMENT CO | $534M | Q1 2026 | 5/12/2026 | 83 |
| 4196 | LIGHT STREET CAPITAL MANAGEMENT, LLC | $534M | Q1 2026 | 5/15/2026 | 24 |
| 4197 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $533M | Q2 2014 | 8/4/2014 | 165 |
| 4198 | Paradice Investment Management LLC | $532M | Q1 2026 | 5/14/2026 | 23 |
| 4199 | Proactive Wealth Strategies LLC | $532M | Q1 2026 | 4/29/2026 | 210 |
| 4200 | ERn Financial, LLC | $532M | Q1 2026 | 4/24/2026 | 150 |