Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4001 | CROFT-LEOMINSTER INC | $630M | Q1 2014 | 5/15/2014 | 190 |
| 4002 | Trails Edge Capital Partners, LP | $630M | Q2 2026 | 8/14/2026 | 35 |
| 4003 | St. James Investment Company, LLC | $630M | Q2 2026 | 8/11/2026 | 24 |
| 4004 | Stenger Family Office, LLC | $629M | Q2 2026 | 7/13/2026 | 132 |
| 4005 | Park Place Capital Corp | $629M | Q2 2026 | 8/13/2026 | 1,180 |
| 4006 | Formidable Asset Management, LLC | $629M | Q2 2026 | 7/17/2026 | 387 |
| 4007 | Copper Rock Capital Partners, LLC | $628M | Q2 2014 | 7/8/2014 | 160 |
| 4008 | D L CARLSON INVESTMENT GROUP INC | $628M | Q2 2026 | 8/11/2026 | 133 |
| 4009 | RBO & CO LLC | $628M | Q2 2026 | 8/13/2026 | 56 |
| 4010 | MARINO, STRAM & ASSOCIATES LLC | $628M | Q2 2026 | 7/24/2026 | 202 |
| 4011 | Elk River Wealth Management LLC | $628M | Q2 2026 | 8/12/2026 | 103 |
| 4012 | Financial Strategies Group, Inc. | $628M | Q2 2026 | 8/10/2026 | 100 |
| 4013 | SATOVSKY ASSET MANAGEMENT LLC | $627M | Q2 2026 | 8/13/2026 | 74 |
| 4014 | PKS Advisory Services, LLC | $627M | Q2 2026 | 8/4/2026 | 380 |
| 4015 | Paradice Investment Management LLC | $627M | Q2 2026 | 8/5/2026 | 21 |
| 4016 | BRIGHT VALLEY CAPITAL Ltd | $626M | Q2 2026 | 8/13/2026 | 21 |
| 4017 | Fortis Group Advisors, LLC | $626M | Q2 2026 | 7/24/2026 | 706 |
| 4018 | FrontFour Capital Group LLC | $626M | Q1 2014 | 5/15/2014 | 44 |
| 4019 | LMG Wealth Partners, LLC | $626M | Q2 2026 | 8/12/2026 | 166 |
| 4020 | Bellecapital International Ltd. | $625M | Q2 2026 | 7/22/2026 | 123 |
| 4021 | THIRD AVENUE MANAGEMENT LLC | $625M | Q2 2026 | 8/12/2026 | 55 |
| 4022 | RAM Investment Partners, LLC | $625M | Q2 2026 | 7/29/2026 | 127 |
| 4023 | Chemistry Wealth Management LLC | $625M | Q2 2026 | 7/9/2026 | 210 |
| 4024 | Avidity Partners Management LP | $624M | Q2 2026 | 8/14/2026 | 45 |
| 4025 | Davidson Capital Management Inc. | $624M | Q2 2026 | 7/28/2026 | 96 |
| 4026 | Spinnaker Investment Group, LLC | $624M | Q2 2026 | 7/10/2026 | 179 |
| 4027 | Al Mehwar Commercial Investments LLC | $624M | Q4 2025 | 2/17/2026 | 1 |
| 4028 | Pettinga Financial Advisors LLC | $624M | Q2 2026 | 7/9/2026 | 156 |
| 4029 | AMARILLO NATIONAL BANK | $624M | Q2 2026 | 7/15/2026 | 98 |
| 4030 | Proactive Wealth Strategies LLC | $623M | Q2 2026 | 8/10/2026 | 222 |
| 4031 | TB Alternative Assets Ltd. | $623M | Q2 2026 | 7/17/2026 | 34 |
| 4032 | BLUM CAPITAL PARTNERS LP | $623M | Q1 2014 | 5/15/2014 | 6 |
| 4033 | TruNorth Capital Management, LLC | $623M | Q2 2026 | 7/23/2026 | 123 |
| 4034 | Parkwoods Wealth Partners, LLC | $622M | Q2 2026 | 7/27/2026 | 168 |
| 4035 | Lind Value II ApS | $622M | Q2 2026 | 8/13/2026 | 7 |
| 4036 | Accel Leaders 3 Associates L.P. | $622M | Q2 2026 | 8/12/2026 | 1 |
| 4037 | FLC Capital Advisors | $622M | Q2 2026 | 7/20/2026 | 236 |
| 4038 | PRIVATE ASSET MANAGEMENT INC | $621M | Q2 2014 | 8/6/2014 | 145 |
| 4039 | ELEMENT POINTE ADVISORS, LLC | $621M | Q2 2026 | 8/7/2026 | 90 |
| 4040 | RIT CAPITAL PARTNERS PLC | $621M | Q2 2026 | 8/11/2026 | 13 |
| 4041 | INTEL CORP | $621M | Q2 2026 | 8/14/2026 | 2 |
| 4042 | BRANDYWINE TRUST CO | $621M | Q2 2026 | 8/13/2026 | 33 |
| 4043 | Netols Asset Management, Inc. | $620M | Q2 2014 | 8/5/2014 | 70 |
| 4044 | KPS Global Asset Management UK Ltd | $620M | Q2 2026 | 7/20/2026 | 4 |
| 4045 | Te Ahumairangi Investment Management Ltd | $620M | Q2 2026 | 8/12/2026 | 86 |
| 4046 | Baker Chad R | $620M | Q2 2026 | 7/16/2026 | 51 |
| 4047 | Performa Ltd (US), LLC | $620M | Q2 2026 | 8/3/2026 | 49 |
| 4048 | ROBOTTI ROBERT | $620M | Q2 2026 | 8/7/2026 | 61 |
| 4049 | Great Point Wealth Advisors, LLC | $619M | Q2 2026 | 7/23/2026 | 70 |
| 4050 | Mason & Associates Inc | $619M | Q2 2026 | 7/23/2026 | 161 |
| 4051 | INVESTMENT MANAGEMENT OF VIRGINIA LLC | $619M | Q2 2014 | 8/8/2014 | 153 |
| 4052 | First PREMIER Bank | $619M | Q2 2026 | 7/15/2026 | 358 |
| 4053 | KCM Capital Inc | $618M | Q2 2026 | 8/12/2026 | 33 |
| 4054 | Index Management Solutions, LLC | $618M | Q1 2014 | 5/15/2014 | 1,077 |
| 4055 | Cove Street Capital, LLC | $618M | Q2 2014 | 8/5/2014 | 71 |
| 4056 | KEB ASSET MANAGEMENT, LLC | $618M | Q2 2026 | 7/14/2026 | 137 |
| 4057 | MANOR ROAD CAPITAL PARTNERS, LLC | $618M | Q1 2014 | 5/15/2014 | 14 |
| 4058 | CacheTech Inc. | $618M | Q2 2026 | 8/11/2026 | 169 |
| 4059 | BALESTRA CAPITAL LTD. | $617M | Q2 2014 | 8/1/2014 | 19 |
| 4060 | Halter Ferguson Financial Inc. | $617M | Q2 2026 | 8/3/2026 | 36 |
| 4061 | Sunburst Financial Group, LLC | $617M | Q2 2026 | 7/8/2026 | 134 |
| 4062 | SAGE RHINO CAPITAL LLC | $617M | Q2 2026 | 8/3/2026 | 385 |
| 4063 | SMI Advisory Services, LLC | $617M | Q2 2026 | 7/9/2026 | 62 |
| 4064 | TIRSCHWELL & LOEWY INC | $617M | Q2 2014 | 7/25/2014 | 82 |
| 4065 | Proprium Capital Partners, L.P. | $616M | Q1 2014 | 5/13/2014 | 2 |
| 4066 | Financial Gravity Companies, Inc. | $616M | Q2 2026 | 8/5/2026 | 1,040 |
| 4067 | Birnam Oak Advisors, LP | $616M | Q2 2026 | 8/14/2026 | 40 |
| 4068 | Intelligence Driven Advisers, LLC | $616M | Q2 2026 | 8/6/2026 | 140 |
| 4069 | Baring Fintech Fund III Managers Ltd | $616M | Q2 2026 | 8/13/2026 | 1 |
| 4070 | QUANTUM CAPITAL MANAGEMENT | $615M | Q1 2014 | 5/16/2014 | 175 |
| 4071 | Alpine Global Management, LLC | $615M | Q2 2026 | 8/14/2026 | 275 |
| 4072 | Sandell Asset Management Corp. | $615M | Q1 2014 | 5/1/2014 | 30 |
| 4073 | TLWM | $615M | Q2 2026 | 7/7/2026 | 73 |
| 4074 | Odyssean, LLC | $615M | Q2 2026 | 8/14/2026 | 485 |
| 4075 | Financial Security Advisor, Inc. | $615M | Q2 2026 | 8/11/2026 | 161 |
| 4076 | AIRE ADVISORS, LLC | $615M | Q2 2026 | 8/14/2026 | 179 |
| 4077 | All Terrain Financial Advisors, LLC | $615M | Q2 2026 | 8/11/2026 | 158 |
| 4078 | Conrad Siegel Investment Advisors, Inc. | $615M | Q2 2026 | 7/17/2026 | 74 |
| 4079 | Sands Capital Alternatives, LLC | $614M | Q2 2026 | 8/13/2026 | 24 |
| 4080 | Turim 21 Investimentos Ltda. | $613M | Q2 2026 | 8/10/2026 | 122 |
| 4081 | Balefire, LLC | $613M | Q2 2026 | 7/7/2026 | 475 |
| 4082 | M. Kulyk & Associates, LLC | $613M | Q2 2026 | 8/7/2026 | 113 |
| 4083 | Fonville Wealth Management LLC | $612M | Q2 2026 | 7/28/2026 | 147 |
| 4084 | Twele Capital Management, Inc. | $612M | Q2 2026 | 7/14/2026 | 40 |
| 4085 | JACOBSON & SCHMITT ADVISORS, LLC | $612M | Q2 2026 | 7/14/2026 | 81 |
| 4086 | SkyOak Wealth, LLC | $612M | Q2 2026 | 7/30/2026 | 252 |
| 4087 | West Wealth Group, LLC | $611M | Q2 2026 | 8/6/2026 | 143 |
| 4088 | Platform Technology Partners | $611M | Q2 2026 | 7/24/2026 | 394 |
| 4089 | Key FInancial Inc | $611M | Q2 2026 | 7/24/2026 | 1,356 |
| 4090 | FRG Family Wealth Advisors LLC | $611M | Q1 2026 | 4/24/2026 | 156 |
| 4091 | Integrated Quantitative Investments LLC | $610M | Q2 2026 | 8/14/2026 | 373 |
| 4092 | Addison Capital Co | $610M | Q2 2026 | 8/4/2026 | 184 |
| 4093 | Grant Street Asset Management, Inc. | $610M | Q2 2026 | 8/5/2026 | 92 |
| 4094 | CHILDRESS CAPITAL ADVISORS, LLC | $610M | Q2 2026 | 7/27/2026 | 378 |
| 4095 | Francis Financial, Inc. | $610M | Q2 2026 | 8/10/2026 | 134 |
| 4096 | Portfolio Design Labs, LLC | $610M | Q2 2026 | 8/11/2026 | 227 |
| 4097 | Gibson Capital, LLC | $610M | Q2 2026 | 8/13/2026 | 94 |
| 4098 | DGS Capital Management, LLC | $609M | Q1 2026 | 4/28/2026 | 629 |
| 4099 | Mattern Wealth Management LLC | $609M | Q2 2026 | 7/23/2026 | 183 |
| 4100 | Sompo Asset Management Co., Ltd. | $609M | Q2 2026 | 7/14/2026 | 177 |
| 4101 | Crusonia Wealth Advisors LLC | $609M | Q2 2026 | 7/30/2026 | 235 |
| 4102 | SUMMIT PARTNERS L P | $609M | Q2 2026 | 7/30/2026 | 5 |
| 4103 | Opes Wealth Management LLC | $609M | Q1 2026 | 4/28/2026 | 146 |
| 4104 | Ellsworth Advisors, LLC | $609M | Q2 2026 | 7/16/2026 | 182 |
| 4105 | BEACON TRUST CO | $608M | Q2 2014 | 8/4/2014 | 199 |
| 4106 | Delta Investment Management, LLC | $608M | Q2 2026 | 8/13/2026 | 293 |
| 4107 | MASON CAPITAL MANAGEMENT LLC | $607M | Q2 2026 | 8/14/2026 | 9 |
| 4108 | Conifer Management, L.L.C. | $607M | Q2 2026 | 8/13/2026 | 6 |
| 4109 | Cobble Hill Financial Services, INC | $606M | Q1 2014 | 5/15/2014 | 51 |
| 4110 | SKBA CAPITAL MANAGEMENT LLC | $606M | Q2 2026 | 8/11/2026 | 79 |
| 4111 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $606M | Q2 2026 | 7/31/2026 | 79 |
| 4112 | Seven Fleet Capital Management LP | $606M | Q2 2026 | 8/14/2026 | 96 |
| 4113 | BANC FUNDS CO LLC | $605M | Q2 2026 | 8/13/2026 | 92 |
| 4114 | Verbena Value LP | $605M | Q2 2026 | 8/14/2026 | 31 |
| 4115 | Jackson Hole Capital Partners, LLC | $605M | Q1 2026 | 5/8/2026 | 313 |
| 4116 | Requisite Capital Management, LLC | $605M | Q2 2026 | 8/7/2026 | 127 |
| 4117 | VeraBank, N.A. | $604M | Q2 2026 | 8/5/2026 | 167 |
| 4118 | ERn Financial, LLC | $604M | Q2 2026 | 7/23/2026 | 161 |
| 4119 | Sio Capital Management, LLC | $604M | Q2 2026 | 8/14/2026 | 59 |
| 4120 | Morse Asset Management, Inc | $604M | Q2 2026 | 8/13/2026 | 415 |
| 4121 | Personal Capital Advisors Corp | $604M | Q2 2014 | 7/23/2014 | 88 |
| 4122 | ADVISORS MANAGEMENT GROUP INC /ADV | $604M | Q2 2026 | 8/4/2026 | 159 |
| 4123 | Varenne Capital Partners | $603M | Q2 2026 | 8/10/2026 | 30 |
| 4124 | Eagle Health Investments LP | $603M | Q2 2026 | 8/10/2026 | 27 |
| 4125 | Perkins Coie Trust Co | $603M | Q2 2026 | 7/9/2026 | 260 |
| 4126 | FOX RUN MANAGEMENT, L.L.C. | $603M | Q2 2026 | 8/4/2026 | 891 |
| 4127 | Oakwell Private Wealth Management, LLC | $603M | Q2 2026 | 8/3/2026 | 83 |
| 4128 | Fund 1 Investments, LLC | $603M | Q2 2026 | 8/14/2026 | 47 |
| 4129 | WESTWOOD MANAGEMENT CORP /IL/ | $603M | Q2 2014 | 7/17/2014 | 87 |
| 4130 | Independence Capital Asset Partners, LLC | $602M | Q1 2014 | 5/15/2014 | 97 |
| 4131 | GSK plc | $602M | Q2 2026 | 8/13/2026 | 13 |
| 4132 | Family Investment Center, Inc. | $602M | Q2 2026 | 7/23/2026 | 120 |
| 4133 | Westover Capital Advisors, LLC | $602M | Q2 2026 | 8/4/2026 | 240 |
| 4134 | PRECEDENT WEALTH PARTNERS, LLC | $601M | Q2 2026 | 7/21/2026 | 207 |
| 4135 | Marotta Asset Management | $601M | Q2 2026 | 7/9/2026 | 103 |
| 4136 | Endurance Wealth Management, Inc. | $600M | Q2 2014 | 8/1/2014 | 185 |
| 4137 | Kendall Capital Management | $600M | Q2 2026 | 8/12/2026 | 236 |
| 4138 | HOLDERNESS INVESTMENTS CO | $600M | Q2 2026 | 8/12/2026 | 261 |
| 4139 | RPg Family Wealth Advisory, LLC | $600M | Q2 2026 | 8/5/2026 | 144 |
| 4140 | Manhattan West Asset Management, LLC | $599M | Q2 2026 | 8/11/2026 | 185 |
| 4141 | Whitaker-Myers Wealth Managers, LTD. | $599M | Q2 2026 | 7/8/2026 | 113 |
| 4142 | Systelligence, LLC | $599M | Q2 2026 | 7/14/2026 | 62 |
| 4143 | Sterling Investment Advisors, Ltd. | $599M | Q2 2026 | 7/28/2026 | 228 |
| 4144 | Iowa State Bank | $598M | Q2 2026 | 7/28/2026 | 118 |
| 4145 | VALUE HOLDINGS MANAGEMENT CO. LLC | $598M | Q2 2026 | 8/10/2026 | 24 |
| 4146 | GWN SECURITIES INC. | $598M | Q2 2026 | 8/5/2026 | 486 |
| 4147 | Meiji Yasuda America Inc | $598M | Q2 2026 | 7/28/2026 | 57 |
| 4148 | Woodson Capital Management, LP | $597M | Q2 2026 | 8/14/2026 | 26 |
| 4149 | Lodge Hill Capital, LLC | $596M | Q2 2026 | 8/14/2026 | 27 |
| 4150 | CEDAR HILL ASSOCIATES, LLC | $596M | Q1 2014 | 5/13/2014 | 75 |
| 4151 | WEST PACES ADVISORS INC. | $596M | Q2 2026 | 7/17/2026 | 765 |
| 4152 | Tufton Capital Management | $596M | Q2 2026 | 7/27/2026 | 127 |
| 4153 | ABLE Financial Group, LLC | $596M | Q2 2026 | 7/22/2026 | 222 |
| 4154 | Phraction Management LLC | $596M | Q2 2026 | 7/20/2026 | 66 |
| 4155 | Rockport Wealth LLC | $595M | Q2 2026 | 7/27/2026 | 110 |
| 4156 | SOA Wealth Advisors, LLC. | $595M | Q2 2026 | 7/21/2026 | 892 |
| 4157 | Covenant Asset Management, LLC | $595M | Q2 2026 | 7/20/2026 | 164 |
| 4158 | Edge Wealth Management LLC | $594M | Q2 2026 | 7/9/2026 | 87 |
| 4159 | RPTC Inc. | $594M | Q2 2026 | 8/14/2026 | 7 |
| 4160 | KIRR MARBACH & CO LLC /IN/ | $594M | Q2 2026 | 7/14/2026 | 57 |
| 4161 | Drake & Associates, LLC | $594M | Q2 2026 | 8/10/2026 | 108 |
| 4162 | ALM First Financial Advisors, LLC | $594M | Q2 2026 | 7/10/2026 | 22 |
| 4163 | HYMAN CHARLES D | $594M | Q2 2014 | 7/29/2014 | 151 |
| 4164 | JMAC ENTERPRISES LLC | $593M | Q2 2026 | 7/28/2026 | 122 |
| 4165 | Science & Technology Partners, L.P. | $593M | Q2 2026 | 8/14/2026 | 85 |
| 4166 | Astoria Portfolio Advisors LLC. | $593M | Q2 2026 | 7/28/2026 | 358 |
| 4167 | Matthew Goff Investment Advisor, LLC | $593M | Q2 2026 | 7/7/2026 | 91 |
| 4168 | Glovista Investments LLC | $592M | Q1 2014 | 5/14/2014 | 86 |
| 4169 | FLORIDA FINANCIAL ADVISORS, LLC | $592M | Q2 2026 | 8/10/2026 | 362 |
| 4170 | STUDIO INVESTMENT MANAGEMENT LLC | $592M | Q2 2026 | 7/31/2026 | 181 |
| 4171 | DUNCKER STREETT & CO INC | $591M | Q2 2026 | 7/28/2026 | 521 |
| 4172 | Anatole Investment Management Ltd | $590M | Q2 2026 | 8/14/2026 | 13 |
| 4173 | Dorsey Wright & Associates | $590M | Q2 2026 | 8/6/2026 | 131 |
| 4174 | Ecofin Advisors Ltd | $589M | Q2 2014 | 7/15/2014 | 66 |
| 4175 | MIG Capital, LLC | $589M | Q4 2025 | 2/17/2026 | 43 |
| 4176 | Estuary Capital Management LP | $589M | Q2 2026 | 8/14/2026 | 21 |
| 4177 | CenterStar Asset Management, LLC | $589M | Q2 2026 | 8/5/2026 | 234 |
| 4178 | Aspen Wealth Management LLC | $589M | Q2 2026 | 7/31/2026 | 132 |
| 4179 | Solel Partners LP | $588M | Q2 2026 | 8/14/2026 | 24 |
| 4180 | New World Advisors LLC | $588M | Q2 2026 | 8/12/2026 | 125 |
| 4181 | Triata Capital Ltd | $588M | Q2 2026 | 8/13/2026 | 12 |
| 4182 | NUANCE INVESTMENTS, LLC | $588M | Q2 2026 | 8/7/2026 | 52 |
| 4183 | WestHill Financial Advisors, Inc. | $587M | Q2 2026 | 7/21/2026 | 82 |
| 4184 | Curbstone Financial Management Corp | $587M | Q2 2026 | 7/14/2026 | 215 |
| 4185 | WHALEROCK POINT PARTNERS, LLC | $587M | Q2 2026 | 8/13/2026 | 207 |
| 4186 | MFA WEALTH ADVISORS, LLC | $587M | Q2 2026 | 7/13/2026 | 99 |
| 4187 | RAY GERALD L & ASSOCIATES LTD | $587M | Q2 2014 | 8/4/2014 | 308 |
| 4188 | Davern Capital Partners, LP | $587M | Q2 2026 | 8/13/2026 | 15 |
| 4189 | Running Oak Capital LLC | $587M | Q2 2026 | 7/30/2026 | 59 |
| 4190 | ESL Trust Services, LLC | $587M | Q2 2026 | 8/13/2026 | 266 |
| 4191 | High Note Wealth, LLC | $586M | Q2 2026 | 7/23/2026 | 959 |
| 4192 | REAP Financial Group, LLC | $586M | Q2 2026 | 8/4/2026 | 542 |
| 4193 | Bernardo Wealth Planning LLC | $585M | Q2 2026 | 7/27/2026 | 139 |
| 4194 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $584M | Q1 2026 | 4/22/2026 | 366 |
| 4195 | HUTCHINSON CAPITAL MANAGEMENT/CA | $584M | Q2 2026 | 8/10/2026 | 108 |
| 4196 | Land & Buildings Investment Management, LLC | $583M | Q2 2026 | 8/14/2026 | 19 |
| 4197 | Div Capital Phoenix Assets Ltd | $583M | Q2 2026 | 7/17/2026 | 9 |
| 4198 | Hobart Private Capital, LLC | $583M | Q2 2026 | 7/6/2026 | 137 |
| 4199 | Frisch Financial Group, Inc. | $583M | Q2 2026 | 8/14/2026 | 187 |
| 4200 | MAGNOLIA CAPITAL ADVISORS LLC | $583M | Q2 2026 | 8/14/2026 | 295 |