Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4201 | DRIVE WEALTH MANAGEMENT, LLC | $512M | Q4 2025 | 2/4/2026 | 380 |
| 4202 | Francis Financial, Inc. | $512M | Q4 2025 | 2/11/2026 | 111 |
| 4203 | High Note Wealth, LLC | $511M | Q4 2025 | 2/5/2026 | 913 |
| 4204 | COMMONWEALTH BANK OF AUSTRALIA | $510M | Q4 2025 | 2/12/2026 | 2 |
| 4205 | Integrated Investment Consultants, LLC | $510M | Q4 2025 | 3/3/2026 | 267 |
| 4206 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $509M | Q4 2025 | 2/11/2026 | 61 |
| 4207 | Hobart Private Capital, LLC | $509M | Q1 2026 | 4/7/2026 | 132 |
| 4208 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $509M | Q4 2025 | 1/15/2026 | 77 |
| 4209 | STERNE AGEE GROUP, INC. | $509M | Q1 2014 | 5/8/2014 | 263 |
| 4210 | HOWARD CAPITAL MANAGEMENT | $508M | Q2 2014 | 7/16/2014 | 109 |
| 4211 | Trigran Investments, Inc. | $508M | Q4 2025 | 2/13/2026 | 17 |
| 4212 | Havemeyer Place LP | $507M | Q4 2025 | 2/11/2026 | 504 |
| 4213 | Regent Peak Wealth Advisors LLC | $507M | Q4 2025 | 1/8/2026 | 192 |
| 4214 | Cranbrook Wealth Management, LLC | $507M | Q4 2025 | 1/28/2026 | 403 |
| 4215 | Lomas Capital Management, LLC | $507M | Q1 2014 | 5/15/2014 | 36 |
| 4216 | Enavate Sciences GP, LLC | $507M | Q4 2025 | 2/17/2026 | 7 |
| 4217 | Global Frontier Investments LLC | $507M | Q4 2025 | 2/18/2026 | 23 |
| 4218 | Southland Equity Partners LLC | $507M | Q4 2025 | 1/14/2026 | 256 |
| 4219 | Auxano Advisors, LLC | $506M | Q4 2025 | 2/6/2026 | 188 |
| 4220 | Spectrum Financial Alliance Ltd LLC | $506M | Q4 2025 | 1/30/2026 | 29 |
| 4221 | Ellsworth Advisors, LLC | $506M | Q4 2025 | 1/16/2026 | 165 |
| 4222 | Montis Financial, LLC | $506M | Q4 2025 | 2/11/2026 | 156 |
| 4223 | Single Point Partners, LLC | $506M | Q4 2025 | 1/26/2026 | 87 |
| 4224 | JACKSON SQUARE CAPITAL, LLC | $505M | Q4 2025 | 1/21/2026 | 152 |
| 4225 | BANC FUNDS CO LLC | $505M | Q4 2025 | 2/12/2026 | 98 |
| 4226 | CHEMUNG CANAL TRUST CO | $505M | Q4 2025 | 1/14/2026 | 114 |
| 4227 | NJ State Employees Deferred Compensation Plan | $505M | Q2 2014 | 8/11/2014 | 387 |
| 4228 | ALM First Financial Advisors, LLC | $505M | Q4 2025 | 1/15/2026 | 25 |
| 4229 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $505M | Q4 2025 | 1/12/2026 | 361 |
| 4230 | Wealth Dimensions Group, Ltd. | $504M | Q4 2025 | 2/13/2026 | 170 |
| 4231 | Praetorian Wealth Management, Inc. | $504M | Q4 2025 | 1/14/2026 | 74 |
| 4232 | MARIETTA INVESTMENT PARTNERS LLC | $504M | Q4 2025 | 2/10/2026 | 162 |
| 4233 | Marino Management, LLC | $504M | Q4 2025 | 2/13/2026 | 10 |
| 4234 | RB Capital Management, LLC | $503M | Q4 2025 | 2/3/2026 | 198 |
| 4235 | Trust Co of Tennessee | $503M | Q4 2025 | 1/30/2026 | 7 |
| 4236 | Convergence Investment Partners, LLC | $503M | Q4 2025 | 2/5/2026 | 242 |
| 4237 | HEADINVEST, LLC | $503M | Q4 2025 | 2/2/2026 | 215 |
| 4238 | Garden Investment Management, L.P. | $502M | Q4 2025 | 2/17/2026 | 1 |
| 4239 | Paragon Capital Management Ltd | $502M | Q4 2025 | 1/22/2026 | 195 |
| 4240 | Aljian Capital Management, LLC | $502M | Q4 2025 | 1/23/2026 | 121 |
| 4241 | Myriad Asset Management Ltd. | $502M | Q1 2014 | 5/14/2014 | 37 |
| 4242 | Drake & Associates, LLC | $502M | Q4 2025 | 2/23/2026 | 102 |
| 4243 | LOUISBOURG INVESTMENTS INC. | $502M | Q4 2025 | 1/16/2026 | 213 |
| 4244 | Generali Investments, Management Co LLC | $502M | Q4 2025 | 1/29/2026 | 164 |
| 4245 | Gifford Fong Associates | $501M | Q4 2025 | 2/10/2026 | 124 |
| 4246 | Aspen Wealth Management LLC | $501M | Q1 2026 | 4/1/2026 | 124 |
| 4247 | FIRST NIAGARA BANK | $501M | Q1 2014 | 5/13/2014 | 228 |
| 4248 | AUGUSTINE ASSET MANAGEMENT INC | $501M | Q4 2025 | 1/16/2026 | 113 |
| 4249 | RS CRUM INC. | $500M | Q4 2025 | 2/17/2026 | 97 |
| 4250 | Vickerman Investment Advisors, Inc. | $500M | Q4 2025 | 2/12/2026 | 89 |
| 4251 | Morse Asset Management, Inc | $500M | Q4 2025 | 2/3/2026 | 393 |
| 4252 | OLD SECOND NATIONAL BANK OF AURORA | $500M | Q4 2025 | 1/27/2026 | 288 |
| 4253 | Gerstein Fisher | $500M | Q1 2014 | 5/15/2014 | 330 |
| 4254 | CATAPULT CAPITAL MANAGEMENT LLC | $500M | Q1 2014 | 5/15/2014 | 192 |
| 4255 | HELLMAN JORDAN MANAGEMENT CO INC /MA/ | $499M | Q2 2014 | 8/4/2014 | 45 |
| 4256 | Yelin Lapidot Holdings Management Ltd. | $499M | Q4 2025 | 2/5/2026 | 87 |
| 4257 | WELCH CAPITAL PARTNERS LLC/NY | $499M | Q4 2025 | 2/12/2026 | 26 |
| 4258 | Ackerman Capital Advisors, LLC | $498M | Q4 2025 | 2/11/2026 | 121 |
| 4259 | Fulcrum Capital LLC | $498M | Q4 2025 | 1/15/2026 | 99 |
| 4260 | Greywolf Capital Management LP | $497M | Q1 2014 | 5/15/2014 | 9 |
| 4261 | WFG Advisors, LP | $497M | Q1 2014 | 4/24/2014 | 2,049 |
| 4262 | Acuitas Investments, LLC | $497M | Q4 2025 | 1/27/2026 | 1 |
| 4263 | Grant Street Asset Management, Inc. | $497M | Q4 2025 | 1/28/2026 | 87 |
| 4264 | MAYPORT, LLC | $496M | Q4 2025 | 1/21/2026 | 112 |
| 4265 | Renaissance Investment Group LLC | $496M | Q4 2025 | 1/6/2026 | 78 |
| 4266 | Wilmington Trust Investment Management, LLC | $496M | Q1 2014 | 5/14/2014 | 381 |
| 4267 | Board of Trustees of The Leland Stanford Junior University | $496M | Q4 2025 | 2/17/2026 | 22 |
| 4268 | STEWART & PATTEN CO LLC | $496M | Q2 2014 | 7/16/2014 | 97 |
| 4269 | Rezny Wealth Management, Inc. | $496M | Q4 2025 | 2/3/2026 | 38 |
| 4270 | Verum Partners LLC | $496M | Q4 2025 | 1/14/2026 | 169 |
| 4271 | WESPAC Advisors SoCal, LLC | $496M | Q4 2025 | 1/7/2026 | 110 |
| 4272 | Riggs Asset Managment Co. Inc. | $496M | Q4 2025 | 1/29/2026 | 128 |
| 4273 | HARTWELL J M LIMITED PARTNERSHIP | $495M | Q2 2014 | 7/17/2014 | 103 |
| 4274 | Mission Creek Capital Partners, Inc. | $495M | Q4 2025 | 2/12/2026 | 210 |
| 4275 | Family Investment Center, Inc. | $495M | Q4 2025 | 1/23/2026 | 97 |
| 4276 | GOLDEN GATE PRIVATE EQUITY, INC. | $495M | Q2 2014 | 8/11/2014 | 20 |
| 4277 | General Pension Society PZU Joint Stock Co | $495M | Q4 2025 | 2/9/2026 | 14 |
| 4278 | Nichols Asset Management LLC | $495M | Q2 2014 | 8/6/2014 | 130 |
| 4279 | Net Worth Advisory Group | $495M | Q4 2025 | 1/14/2026 | 441 |
| 4280 | Yiheng Capital Management, L.P. | $494M | Q4 2025 | 2/17/2026 | 24 |
| 4281 | Sunburst Financial Group, LLC | $494M | Q4 2025 | 1/21/2026 | 127 |
| 4282 | GWN SECURITIES INC. | $494M | Q4 2025 | 2/11/2026 | 440 |
| 4283 | Lynx1 Capital Management LP | $494M | Q4 2025 | 2/17/2026 | 22 |
| 4284 | Sivia Capital Partners, LLC | $494M | Q4 2025 | 2/10/2026 | 553 |
| 4285 | High Falls Advisors, Inc | $494M | Q4 2025 | 2/18/2026 | 144 |
| 4286 | KEB ASSET MANAGEMENT, LLC | $493M | Q4 2025 | 1/9/2026 | 100 |
| 4287 | WESCAP Management Group, Inc. | $493M | Q4 2025 | 2/11/2026 | 105 |
| 4288 | ROWLANDMILLER & PARTNERS.ADV | $493M | Q1 2026 | 4/1/2026 | 189 |
| 4289 | Gator Capital Management, LLC | $493M | Q4 2025 | 2/13/2026 | 115 |
| 4290 | RK Capital Management, LLC | $493M | Q1 2014 | 5/12/2014 | 54 |
| 4291 | LJ TRUST Co LLC | $493M | Q2 2014 | 7/29/2014 | 11 |
| 4292 | Tyrus Capital S.A.M. | $493M | Q1 2014 | 5/15/2014 | 17 |
| 4293 | Apeiron RIA LLC | $493M | Q4 2025 | 2/3/2026 | 207 |
| 4294 | ENTRUST GLOBAL PARTNERS L L C | $493M | Q4 2025 | 2/17/2026 | 4 |
| 4295 | Beacon Bank & Trust | $493M | Q4 2025 | 2/17/2026 | 161 |
| 4296 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | $493M | Q1 2014 | 5/2/2014 | 291 |
| 4297 | Vantage Financial Partners, LLC | $493M | Q4 2025 | 2/3/2026 | 212 |
| 4298 | ABLE Financial Group, LLC | $492M | Q4 2025 | 1/23/2026 | 210 |
| 4299 | REAP Financial Group, LLC | $492M | Q4 2025 | 2/10/2026 | 557 |
| 4300 | HOLDERNESS INVESTMENTS CO | $492M | Q4 2025 | 2/10/2026 | 254 |
| 4301 | Harbour Capital Advisors, LLC | $491M | Q4 2025 | 1/7/2026 | 275 |
| 4302 | Palidye Holdings (Caymans) Ltd | $491M | Q4 2025 | 2/17/2026 | 12 |
| 4303 | GAGNON SECURITIES LLC | $491M | Q4 2025 | 2/13/2026 | 86 |
| 4304 | Nexus Asset Management LLC | $491M | Q1 2014 | 5/15/2014 | 42 |
| 4305 | Rockline Wealth Management, LLC | $491M | Q4 2025 | 2/10/2026 | 105 |
| 4306 | Clarity Wealth Advisors, LLC | $490M | Q4 2025 | 1/23/2026 | 111 |
| 4307 | MCRAE CAPITAL MANAGEMENT INC | $490M | Q4 2025 | 2/11/2026 | 103 |
| 4308 | Professional Financial Advisors, LLC | $490M | Q4 2025 | 1/15/2026 | 130 |
| 4309 | AR ASSET MANAGEMENT INC | $490M | Q4 2025 | 2/9/2026 | 115 |
| 4310 | Westwind Capital | $489M | Q4 2025 | 1/9/2026 | 43 |
| 4311 | Fonville Wealth Management LLC | $489M | Q4 2025 | 1/23/2026 | 127 |
| 4312 | Solidarity Wealth, LLC | $489M | Q4 2025 | 1/29/2026 | 78 |
| 4313 | Poehling Capital Management, INC. | $489M | Q4 2025 | 2/6/2026 | 141 |
| 4314 | Cetera Advisors LLC | $489M | Q1 2014 | 5/15/2014 | 415 |
| 4315 | Manhattan West Asset Management, LLC | $489M | Q4 2025 | 2/2/2026 | 141 |
| 4316 | Grey Fox Wealth Advisors, LLC | $489M | Q4 2025 | 2/12/2026 | 157 |
| 4317 | Rosenberg Matthew Hamilton | $488M | Q1 2026 | 4/6/2026 | 799 |
| 4318 | INR ADVISORY SERVICES LLC | $488M | Q2 2014 | 7/25/2014 | 49 |
| 4319 | Olstein Capital Management, L.P. | $488M | Q4 2025 | 2/3/2026 | 101 |
| 4320 | Once Capital Management, LLC | $487M | Q4 2025 | 2/10/2026 | 23 |
| 4321 | Community Bank & Trust, Waco, Texas | $487M | Q4 2025 | 2/9/2026 | 153 |
| 4322 | Mach-1 Financial Group, LLC | $487M | Q4 2025 | 2/6/2026 | 296 |
| 4323 | Second Line Capital, LLC | $487M | Q4 2025 | 2/17/2026 | 166 |
| 4324 | EMERSON INVESTMENT MANAGEMENT, LLC | $486M | Q1 2014 | 5/12/2014 | 141 |
| 4325 | Moment Partners, LLC | $486M | Q4 2025 | 2/10/2026 | 104 |
| 4326 | Stordahl Capital Management, Inc. | $486M | Q4 2025 | 1/27/2026 | 63 |
| 4327 | Stenger Family Office, LLC | $484M | Q4 2025 | 3/4/2026 | 100 |
| 4328 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $484M | Q4 2025 | 2/9/2026 | 169 |
| 4329 | SCOPIA CAPITAL MANAGEMENT LP | $484M | Q4 2025 | 2/17/2026 | 28 |
| 4330 | Prosight Management, LP | $484M | Q4 2025 | 2/13/2026 | 38 |
| 4331 | KEYWISE CAPITAL MANAGEMENT Ltd | $484M | Q2 2014 | 7/28/2014 | 10 |
| 4332 | Westchester Capital Management, Inc. | $484M | Q4 2025 | 2/13/2026 | 43 |
| 4333 | Princeton Alpha Management LP | $484M | Q2 2014 | 7/17/2014 | 657 |
| 4334 | Northwest Quadrant Wealth Management, LLC | $484M | Q4 2025 | 1/23/2026 | 71 |
| 4335 | Osborn Williams & Donohoe LLC | $483M | Q2 2014 | 7/23/2014 | 229 |
| 4336 | Intesa Sanpaolo Wealth Management | $483M | Q4 2025 | 2/12/2026 | 292 |
| 4337 | MYCIO WEALTH PARTNERS, LLC | $483M | Q4 2025 | 2/10/2026 | 48 |
| 4338 | TAURUS ASSET MANAGEMENT, LLC | $483M | Q1 2014 | 5/15/2014 | 105 |
| 4339 | JSF Financial, LLC | $482M | Q4 2025 | 2/4/2026 | 132 |
| 4340 | Lightrock Netherlands B.V. | $482M | Q4 2025 | 1/26/2026 | 39 |
| 4341 | West Wealth Group, LLC | $482M | Q4 2025 | 1/26/2026 | 127 |
| 4342 | BENDER ROBERT & ASSOCIATES | $481M | Q4 2025 | 1/29/2026 | 39 |
| 4343 | AM INVESTMENT STRATEGIES LLC | $481M | Q4 2025 | 2/5/2026 | 116 |
| 4344 | Headwater Capital Co Ltd | $481M | Q4 2025 | 2/19/2026 | 17 |
| 4345 | Park Place Capital Corp | $480M | Q4 2025 | 1/9/2026 | 787 |
| 4346 | LCC Family Corp. | $480M | Q4 2025 | 2/13/2026 | 1 |
| 4347 | Pinpoint Asset Management (Singapore) Pte. Ltd. | $480M | Q4 2025 | 2/13/2026 | 141 |
| 4348 | Newman Dignan & Sheerar, Inc. | $480M | Q4 2025 | 1/22/2026 | 188 |
| 4349 | Dash Acquisitions Inc. | $480M | Q4 2025 | 2/5/2026 | 68 |
| 4350 | M & L Capital Management Ltd | $480M | Q4 2025 | 1/12/2026 | 25 |
| 4351 | Whitaker-Myers Wealth Managers, LTD. | $479M | Q4 2025 | 1/22/2026 | 115 |
| 4352 | Aisling Capital Management LP | $479M | Q4 2025 | 2/10/2026 | 13 |
| 4353 | Kendall Capital Management | $478M | Q4 2025 | 1/16/2026 | 230 |
| 4354 | VALICENTI ADVISORY SERVICES INC | $478M | Q4 2025 | 1/16/2026 | 80 |
| 4355 | Stonebrook Private Inc. | $478M | Q4 2025 | 2/11/2026 | 209 |
| 4356 | MOLLER WEALTH PARTNERS | $478M | Q4 2025 | 1/8/2026 | 69 |
| 4357 | PEDDOCK CAPITAL ADVISORS, LLC | $477M | Q4 2025 | 1/21/2026 | 160 |
| 4358 | Evernest Financial Advisors, LLC | $477M | Q4 2025 | 2/13/2026 | 185 |
| 4359 | Richard P Slaughter Associates Inc | $477M | Q4 2025 | 1/12/2026 | 109 |
| 4360 | PRECEDENT WEALTH PARTNERS, LLC | $477M | Q4 2025 | 1/7/2026 | 171 |
| 4361 | Avion Wealth | $477M | Q4 2025 | 1/23/2026 | 1,560 |
| 4362 | Curtis Advisory Group, LLC | $477M | Q4 2025 | 1/23/2026 | 116 |
| 4363 | Hedeker Wealth, LLC | $477M | Q4 2025 | 1/23/2026 | 87 |
| 4364 | CoreCommodity Management, LLC | $476M | Q4 2025 | 2/12/2026 | 117 |
| 4365 | Cliffwater LLC | $476M | Q4 2025 | 2/12/2026 | 22 |
| 4366 | Crumly & Associates Inc. | $476M | Q1 2026 | 4/2/2026 | 200 |
| 4367 | Keudell/Morrison Wealth Management | $476M | Q4 2025 | 2/6/2026 | 232 |
| 4368 | FIFTHDELTA Ltd | $476M | Q4 2025 | 2/13/2026 | 10 |
| 4369 | Allegiance Financial Group Advisory Services LLC | $476M | Q4 2025 | 2/3/2026 | 177 |
| 4370 | MAGNOLIA CAPITAL ADVISORS LLC | $476M | Q4 2025 | 2/13/2026 | 268 |
| 4371 | Exane Asset Management | $475M | Q4 2025 | 1/27/2026 | 34 |
| 4372 | KICKSTAND VENTURES, LLC. | $475M | Q4 2025 | 1/29/2026 | 122 |
| 4373 | Lexington Partners VI Holdings, LLC | $475M | Q2 2014 | 8/1/2014 | 1 |
| 4374 | Keystone Wealth Services, LLC | $475M | Q4 2025 | 1/26/2026 | 246 |
| 4375 | BENEDICT FINANCIAL ADVISORS INC | $474M | Q4 2025 | 1/27/2026 | 134 |
| 4376 | Noble Family Wealth, LLC | $474M | Q4 2025 | 1/7/2026 | 80 |
| 4377 | Triangle Securities Wealth Management | $474M | Q4 2025 | 1/13/2026 | 205 |
| 4378 | Towneley Capital Management, Inc / DE | $474M | Q4 2025 | 1/30/2026 | 40 |
| 4379 | Tetragon Partners GP Ltd | $474M | Q4 2025 | 2/17/2026 | 28 |
| 4380 | Broadleaf Partners, LLC | $474M | Q4 2025 | 2/13/2026 | 82 |
| 4381 | United American Securities Inc. (d/b/a UAS Asset Management) | $474M | Q4 2025 | 2/17/2026 | 16 |
| 4382 | Tradewinds Capital Management, LLC | $474M | Q4 2025 | 1/14/2026 | 686 |
| 4383 | Lantz Financial LLC | $474M | Q4 2025 | 1/14/2026 | 247 |
| 4384 | Weaver Capital Management LLC | $474M | Q4 2025 | 1/22/2026 | 184 |
| 4385 | Cherry Tree Wealth Management, LLC | $474M | Q4 2025 | 2/10/2026 | 586 |
| 4386 | TT International Asset Management LTD | $474M | Q4 2025 | 1/23/2026 | 41 |
| 4387 | Centric Wealth Management | $473M | Q4 2025 | 2/4/2026 | 194 |
| 4388 | PEAVINE CAPITAL, LLC | $473M | Q4 2025 | 1/21/2026 | 9 |
| 4389 | MFA WEALTH ADVISORS, LLC | $473M | Q4 2025 | 1/14/2026 | 84 |
| 4390 | CAPITAL INSIGHT PARTNERS, LLC | $473M | Q4 2025 | 2/17/2026 | 134 |
| 4391 | Maryland Capital Management | $472M | Q1 2014 | 5/15/2014 | 129 |
| 4392 | Altrius Capital Management Inc | $472M | Q4 2025 | 2/2/2026 | 86 |
| 4393 | HGC Investment Management Inc. | $472M | Q4 2025 | 2/17/2026 | 163 |
| 4394 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $472M | Q4 2025 | 1/15/2026 | 308 |
| 4395 | Firestone Capital Management | $471M | Q4 2025 | 2/9/2026 | 166 |
| 4396 | NORTHSTAR ASSET MANAGEMENT Co | $471M | Q4 2025 | 1/27/2026 | 145 |
| 4397 | SUSQUEHANNA TRUST & INVESTMENT CO | $471M | Q2 2014 | 7/24/2014 | 103 |
| 4398 | THOMIST CAPITAL MANAGEMENT, LP | $471M | Q4 2025 | 2/13/2026 | 65 |
| 4399 | Bulltick Wealth Management, LLC | $471M | Q4 2025 | 2/17/2026 | 131 |
| 4400 | Wagner Wealth Management, LLC | $471M | Q4 2025 | 1/30/2026 | 266 |