Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4201 | Lodge Hill Capital, LLC | $518M | Q1 2026 | 5/18/2026 | 22 |
| 4202 | WealthPLAN Partners, LLC | $518M | Q1 2026 | 4/29/2026 | 221 |
| 4203 | AR ASSET MANAGEMENT INC | $517M | Q1 2026 | 5/13/2026 | 119 |
| 4204 | RS CRUM INC. | $517M | Q1 2026 | 4/15/2026 | 102 |
| 4205 | SACHEM HILL LLC | $516M | Q1 2026 | 5/13/2026 | 65 |
| 4206 | Mason & Associates Inc | $516M | Q1 2026 | 4/30/2026 | 160 |
| 4207 | WEST PACES ADVISORS INC. | $516M | Q1 2026 | 5/5/2026 | 197 |
| 4208 | Sivia Capital Partners, LLC | $516M | Q1 2026 | 5/12/2026 | 455 |
| 4209 | Cambridge Advisors Inc. | $515M | Q1 2026 | 4/16/2026 | 178 |
| 4210 | Tetragon Partners GP Ltd | $515M | Q1 2026 | 5/15/2026 | 36 |
| 4211 | Vertex Planning Partners, LLC | $515M | Q1 2026 | 5/15/2026 | 135 |
| 4212 | WINSLOW ASSET MANAGEMENT INC | $515M | Q1 2026 | 5/5/2026 | 80 |
| 4213 | Palo Duro Investment Partners, LP | $515M | Q1 2026 | 5/15/2026 | 29 |
| 4214 | Systelligence, LLC | $514M | Q1 2026 | 4/21/2026 | 56 |
| 4215 | Aspen Grove Capital, LLC | $514M | Q1 2026 | 5/14/2026 | 200 |
| 4216 | JD CAPITAL MANAGEMENT LLC | $514M | Q1 2014 | 5/15/2014 | 149 |
| 4217 | TrueMark Investments, LLC | $514M | Q1 2026 | 4/20/2026 | 167 |
| 4218 | FIDUCIARY ASSET MANAGEMENT LLC | $513M | Q2 2014 | 7/15/2014 | 90 |
| 4219 | Southland Equity Partners LLC | $513M | Q1 2026 | 4/14/2026 | 273 |
| 4220 | Mattern Wealth Management LLC | $513M | Q1 2026 | 4/23/2026 | 158 |
| 4221 | Kozak & Associates, Inc. | $513M | Q1 2026 | 4/14/2026 | 452 |
| 4222 | GoalVest Advisory LLC | $512M | Q1 2026 | 4/13/2026 | 445 |
| 4223 | Cedar Mountain Advisors, LLC | $511M | Q1 2026 | 4/30/2026 | 1,152 |
| 4224 | Manhattan West Asset Management, LLC | $511M | Q1 2026 | 5/14/2026 | 149 |
| 4225 | ABLE Financial Group, LLC | $511M | Q1 2026 | 4/20/2026 | 206 |
| 4226 | Call To Action Foundation | $511M | Q1 2026 | 5/13/2026 | 1 |
| 4227 | Bernardo Wealth Planning LLC | $511M | Q1 2026 | 4/15/2026 | 129 |
| 4228 | HughesLittle Investment Management Ltd. | $511M | Q1 2026 | 5/5/2026 | 14 |
| 4229 | Nalanda India Equity Fund Ltd | $510M | Q1 2026 | 5/13/2026 | 1 |
| 4230 | JSF Financial, LLC | $510M | Q1 2026 | 5/7/2026 | 126 |
| 4231 | Integrated Investment Consultants, LLC | $510M | Q4 2025 | 3/3/2026 | 267 |
| 4232 | BetterWealth, LLC | $510M | Q1 2026 | 4/24/2026 | 85 |
| 4233 | Paloma Partners Management Co | $510M | Q1 2026 | 5/15/2026 | 61 |
| 4234 | Prestige Wealth Management Group LLC | $509M | Q1 2026 | 5/13/2026 | 1,123 |
| 4235 | High Note Wealth, LLC | $509M | Q1 2026 | 5/11/2026 | 938 |
| 4236 | Hobart Private Capital, LLC | $509M | Q1 2026 | 4/7/2026 | 132 |
| 4237 | MAGNOLIA CAPITAL ADVISORS LLC | $509M | Q1 2026 | 5/15/2026 | 281 |
| 4238 | Oasis Advisors, LLC | $509M | Q1 2026 | 5/4/2026 | 210 |
| 4239 | STERNE AGEE GROUP, INC. | $509M | Q1 2014 | 5/8/2014 | 263 |
| 4240 | Machina Capital S.A.S. | $508M | Q1 2026 | 5/13/2026 | 353 |
| 4241 | Wealth Dimensions Group, Ltd. | $508M | Q1 2026 | 5/11/2026 | 170 |
| 4242 | MFA WEALTH ADVISORS, LLC | $508M | Q1 2026 | 4/20/2026 | 88 |
| 4243 | Ascentis Wealth Management, LLC | $508M | Q1 2026 | 4/28/2026 | 821 |
| 4244 | Bricktown Capital, LLC | $508M | Q1 2026 | 4/16/2026 | 32 |
| 4245 | HOWARD CAPITAL MANAGEMENT | $508M | Q2 2014 | 7/16/2014 | 109 |
| 4246 | MALTESE CAPITAL MANAGEMENT LLC | $508M | Q1 2026 | 5/15/2026 | 104 |
| 4247 | WESCAP Management Group, Inc. | $508M | Q1 2026 | 5/12/2026 | 107 |
| 4248 | BCM ADVISORS, LLC | $507M | Q1 2026 | 5/5/2026 | 78 |
| 4249 | Lomas Capital Management, LLC | $507M | Q1 2014 | 5/15/2014 | 36 |
| 4250 | REAP Financial Group, LLC | $507M | Q1 2026 | 5/11/2026 | 533 |
| 4251 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $507M | Q1 2026 | 4/15/2026 | 306 |
| 4252 | MOLLER WEALTH PARTNERS | $507M | Q1 2026 | 4/14/2026 | 67 |
| 4253 | Ramsay, Stattman, Vela & Price, Inc. | $506M | Q1 2026 | 4/30/2026 | 79 |
| 4254 | West Wealth Group, LLC | $506M | Q1 2026 | 5/11/2026 | 130 |
| 4255 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $506M | Q1 2026 | 4/16/2026 | 75 |
| 4256 | Manitou Investment Management Ltd. | $506M | Q1 2026 | 4/20/2026 | 52 |
| 4257 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $506M | Q1 2026 | 5/6/2026 | 57 |
| 4258 | NJ State Employees Deferred Compensation Plan | $505M | Q2 2014 | 8/11/2014 | 387 |
| 4259 | Community Bank & Trust, Waco, Texas | $505M | Q1 2026 | 4/17/2026 | 161 |
| 4260 | INDEPENDENT INVESTORS INC | $504M | Q1 2026 | 4/17/2026 | 70 |
| 4261 | Tradewinds Capital Management, LLC | $504M | Q1 2026 | 4/14/2026 | 719 |
| 4262 | Allegiance Financial Group Advisory Services LLC | $503M | Q1 2026 | 5/8/2026 | 198 |
| 4263 | Single Point Partners, LLC | $503M | Q1 2026 | 4/15/2026 | 83 |
| 4264 | Altrius Capital Management Inc | $503M | Q1 2026 | 5/5/2026 | 87 |
| 4265 | Northwest Bancshares, Inc. | $502M | Q1 2026 | 5/12/2026 | 168 |
| 4266 | Myriad Asset Management Ltd. | $502M | Q1 2014 | 5/14/2014 | 37 |
| 4267 | UPTICK PARTNERS, LLC | $502M | Q1 2026 | 5/1/2026 | 293 |
| 4268 | MYCIO WEALTH PARTNERS, LLC | $502M | Q1 2026 | 4/29/2026 | 49 |
| 4269 | Whitaker-Myers Wealth Managers, LTD. | $502M | Q1 2026 | 4/9/2026 | 108 |
| 4270 | Peak Retirement Planning, Inc. | $501M | Q1 2026 | 5/11/2026 | 152 |
| 4271 | Gifford Fong Associates | $501M | Q4 2025 | 2/10/2026 | 124 |
| 4272 | Serenus Wealth Advisors, LLC | $501M | Q1 2026 | 4/27/2026 | 68 |
| 4273 | Mission Creek Capital Partners, Inc. | $501M | Q1 2026 | 5/14/2026 | 219 |
| 4274 | Auxano Advisors, LLC | $501M | Q1 2026 | 5/1/2026 | 199 |
| 4275 | DIVIDEND ASSETS CAPITAL, LLC | $501M | Q1 2026 | 4/28/2026 | 138 |
| 4276 | Aspen Wealth Management LLC | $501M | Q1 2026 | 4/1/2026 | 124 |
| 4277 | Centric Wealth Management | $501M | Q1 2026 | 5/12/2026 | 203 |
| 4278 | FIRST NIAGARA BANK | $501M | Q1 2014 | 5/13/2014 | 228 |
| 4279 | Gerstein Fisher | $500M | Q1 2014 | 5/15/2014 | 330 |
| 4280 | CATAPULT CAPITAL MANAGEMENT LLC | $500M | Q1 2014 | 5/15/2014 | 192 |
| 4281 | H/2 CREDIT MANAGER LP | $500M | Q1 2026 | 5/15/2026 | 19 |
| 4282 | PRECEDENT WEALTH PARTNERS, LLC | $500M | Q1 2026 | 4/14/2026 | 166 |
| 4283 | HELLMAN JORDAN MANAGEMENT CO INC /MA/ | $499M | Q2 2014 | 8/4/2014 | 45 |
| 4284 | MARIETTA INVESTMENT PARTNERS LLC | $499M | Q1 2026 | 4/28/2026 | 161 |
| 4285 | Artia Global Partners LP | $499M | Q1 2026 | 5/15/2026 | 50 |
| 4286 | Harraden Circle Investments, LLC | $499M | Q1 2026 | 5/15/2026 | 180 |
| 4287 | KR Capital LP | $499M | Q1 2026 | 5/15/2026 | 49 |
| 4288 | Park Place Capital Corp | $499M | Q1 2026 | 4/9/2026 | 850 |
| 4289 | Inspire Investing, LLC | $498M | Q1 2026 | 5/13/2026 | 313 |
| 4290 | HOLDERNESS INVESTMENTS CO | $498M | Q1 2026 | 5/12/2026 | 252 |
| 4291 | Scissortail Wealth Management, LLC | $498M | Q1 2026 | 4/23/2026 | 115 |
| 4292 | Greywolf Capital Management LP | $497M | Q1 2014 | 5/15/2014 | 9 |
| 4293 | First Fiduciary Investment Counsel, Inc. | $497M | Q1 2026 | 5/1/2026 | 66 |
| 4294 | WFG Advisors, LP | $497M | Q1 2014 | 4/24/2014 | 2,049 |
| 4295 | Westchester Capital Management, Inc. | $497M | Q1 2026 | 5/6/2026 | 45 |
| 4296 | TBH Global Asset Management, LLC | $497M | Q1 2026 | 4/22/2026 | 245 |
| 4297 | Wilmington Trust Investment Management, LLC | $496M | Q1 2014 | 5/14/2014 | 381 |
| 4298 | Turiya Advisors Asia Ltd | $496M | Q1 2026 | 5/12/2026 | 5 |
| 4299 | STEWART & PATTEN CO LLC | $496M | Q2 2014 | 7/16/2014 | 97 |
| 4300 | New Hampshire Trust | $496M | Q1 2026 | 4/20/2026 | 156 |
| 4301 | Canton Hathaway, LLC | $496M | Q1 2026 | 4/24/2026 | 268 |
| 4302 | HARTWELL J M LIMITED PARTNERSHIP | $495M | Q2 2014 | 7/17/2014 | 103 |
| 4303 | Talaria Asset Management Pty Ltd | $495M | Q1 2026 | 5/14/2026 | 12 |
| 4304 | Wagner Wealth Management, LLC | $495M | Q1 2026 | 4/24/2026 | 279 |
| 4305 | Bedell Frazier Investment Counselling, LLC | $495M | Q1 2026 | 5/15/2026 | 128 |
| 4306 | GOLDEN GATE PRIVATE EQUITY, INC. | $495M | Q2 2014 | 8/11/2014 | 20 |
| 4307 | Nichols Asset Management LLC | $495M | Q2 2014 | 8/6/2014 | 130 |
| 4308 | Stelac Advisory Services LLC | $494M | Q1 2026 | 5/8/2026 | 163 |
| 4309 | CHEMUNG CANAL TRUST CO | $494M | Q1 2026 | 4/22/2026 | 112 |
| 4310 | Lafayette Investments, Inc. | $494M | Q1 2026 | 4/27/2026 | 158 |
| 4311 | High Falls Advisors, Inc | $494M | Q4 2025 | 2/18/2026 | 144 |
| 4312 | ROWLANDMILLER & PARTNERS.ADV | $493M | Q1 2026 | 4/1/2026 | 189 |
| 4313 | RK Capital Management, LLC | $493M | Q1 2014 | 5/12/2014 | 54 |
| 4314 | Scott Capital Advisors, LLC | $493M | Q1 2026 | 4/15/2026 | 58 |
| 4315 | LJ TRUST Co LLC | $493M | Q2 2014 | 7/29/2014 | 11 |
| 4316 | Tyrus Capital S.A.M. | $493M | Q1 2014 | 5/15/2014 | 17 |
| 4317 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | $493M | Q1 2014 | 5/2/2014 | 291 |
| 4318 | Broad Peak Investment Advisers Pte Ltd | $493M | Q1 2026 | 4/23/2026 | 23 |
| 4319 | Financial Sense Advisors, Inc. | $493M | Q1 2026 | 5/14/2026 | 142 |
| 4320 | Vantage Financial Partners, LLC | $493M | Q4 2025 | 2/3/2026 | 212 |
| 4321 | Cranbrook Wealth Management, LLC | $492M | Q1 2026 | 4/15/2026 | 385 |
| 4322 | Blue Zone Wealth Advisors, LLC | $491M | Q1 2026 | 4/16/2026 | 130 |
| 4323 | Triumph Capital Management | $491M | Q1 2026 | 5/13/2026 | 1,838 |
| 4324 | Professional Financial Advisors, LLC | $491M | Q1 2026 | 4/13/2026 | 137 |
| 4325 | Spinnaker Investment Group, LLC | $491M | Q1 2026 | 4/8/2026 | 147 |
| 4326 | Nexus Asset Management LLC | $491M | Q1 2014 | 5/15/2014 | 42 |
| 4327 | NEW YORK LIFE INSURANCE CO | $491M | Q1 2026 | 5/7/2026 | 6 |
| 4328 | Regent Peak Wealth Advisors LLC | $490M | Q1 2026 | 4/14/2026 | 198 |
| 4329 | Mudita Advisors LLP | $490M | Q1 2026 | 5/14/2026 | 28 |
| 4330 | BCS Wealth Management | $490M | Q1 2026 | 4/17/2026 | 248 |
| 4331 | Intellectus Partners, LLC | $490M | Q1 2026 | 4/10/2026 | 290 |
| 4332 | Ayalon Insurance Comp Ltd. | $490M | Q1 2026 | 4/13/2026 | 61 |
| 4333 | Rossby Financial, LCC | $489M | Q1 2026 | 5/11/2026 | 2,271 |
| 4334 | Exane Asset Management | $489M | Q1 2026 | 4/29/2026 | 32 |
| 4335 | Gator Capital Management, LLC | $489M | Q1 2026 | 5/13/2026 | 91 |
| 4336 | Keudell/Morrison Wealth Management | $489M | Q1 2026 | 4/20/2026 | 245 |
| 4337 | Cetera Advisors LLC | $489M | Q1 2014 | 5/15/2014 | 415 |
| 4338 | Ackerman Capital Advisors, LLC | $488M | Q1 2026 | 5/5/2026 | 115 |
| 4339 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $488M | Q1 2026 | 4/20/2026 | 366 |
| 4340 | Rosenberg Matthew Hamilton | $488M | Q1 2026 | 4/6/2026 | 799 |
| 4341 | Kendall Capital Management | $488M | Q1 2026 | 4/24/2026 | 231 |
| 4342 | INR ADVISORY SERVICES LLC | $488M | Q2 2014 | 7/25/2014 | 49 |
| 4343 | Beacon Bank & Trust | $488M | Q1 2026 | 4/28/2026 | 157 |
| 4344 | HEADINVEST, LLC | $488M | Q1 2026 | 5/15/2026 | 225 |
| 4345 | University of Illinois Foundation | $487M | Q1 2026 | 5/13/2026 | 31 |
| 4346 | Aljian Capital Management, LLC | $487M | Q1 2026 | 4/29/2026 | 131 |
| 4347 | Summit Creek Advisors LLC | $487M | Q1 2026 | 5/6/2026 | 65 |
| 4348 | EMERSON INVESTMENT MANAGEMENT, LLC | $486M | Q1 2014 | 5/12/2014 | 141 |
| 4349 | Clarity Wealth Advisors, LLC | $486M | Q1 2026 | 4/24/2026 | 108 |
| 4350 | PCM Encore, LLC | $486M | Q1 2026 | 5/12/2026 | 445 |
| 4351 | Riggs Asset Managment Co. Inc. | $486M | Q1 2026 | 5/11/2026 | 127 |
| 4352 | Stordahl Capital Management, Inc. | $486M | Q1 2026 | 4/15/2026 | 63 |
| 4353 | Legacy Capital Wealth Partners, LLC | $485M | Q1 2026 | 5/15/2026 | 385 |
| 4354 | Crusonia Wealth Advisors LLC | $485M | Q1 2026 | 5/12/2026 | 194 |
| 4355 | Golden Reserve Retirement LLC | $485M | Q1 2026 | 4/20/2026 | 104 |
| 4356 | Noble Family Wealth, LLC | $484M | Q1 2026 | 4/23/2026 | 76 |
| 4357 | WEDGEWOOD PARTNERS INC | $484M | Q1 2026 | 5/15/2026 | 22 |
| 4358 | Avion Wealth | $484M | Q1 2026 | 5/1/2026 | 1,557 |
| 4359 | OLD SECOND NATIONAL BANK OF AURORA | $484M | Q1 2026 | 4/21/2026 | 280 |
| 4360 | KEYWISE CAPITAL MANAGEMENT Ltd | $484M | Q2 2014 | 7/28/2014 | 10 |
| 4361 | Mascoma Wealth Management LLC | $484M | Q1 2026 | 4/30/2026 | 515 |
| 4362 | Lantz Financial LLC | $484M | Q1 2026 | 4/9/2026 | 239 |
| 4363 | Princeton Alpha Management LP | $484M | Q2 2014 | 7/17/2014 | 657 |
| 4364 | Montis Financial, LLC | $484M | Q1 2026 | 5/11/2026 | 150 |
| 4365 | Osborn Williams & Donohoe LLC | $483M | Q2 2014 | 7/23/2014 | 229 |
| 4366 | BOCHK Asset Management Ltd | $483M | Q1 2026 | 5/6/2026 | 117 |
| 4367 | Phraction Management LLC | $483M | Q1 2026 | 4/23/2026 | 65 |
| 4368 | TAURUS ASSET MANAGEMENT, LLC | $483M | Q1 2014 | 5/15/2014 | 105 |
| 4369 | Net Worth Advisory Group | $482M | Q1 2026 | 5/5/2026 | 436 |
| 4370 | Bridgewealth Advisory Group, LLC | $482M | Q1 2026 | 5/14/2026 | 135 |
| 4371 | MCRAE CAPITAL MANAGEMENT INC | $482M | Q1 2026 | 5/14/2026 | 106 |
| 4372 | ITHAKA GROUP LLC | $482M | Q1 2026 | 5/12/2026 | 38 |
| 4373 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $482M | Q1 2026 | 5/8/2026 | 173 |
| 4374 | Evernest Financial Advisors, LLC | $481M | Q1 2026 | 5/4/2026 | 180 |
| 4375 | Morse Asset Management, Inc | $481M | Q1 2026 | 5/14/2026 | 403 |
| 4376 | Northwest Quadrant Wealth Management, LLC | $481M | Q1 2026 | 5/11/2026 | 67 |
| 4377 | TB Alternative Assets Ltd. | $481M | Q1 2026 | 4/16/2026 | 36 |
| 4378 | HOURGLASS CAPITAL, LLC | $480M | Q1 2026 | 5/4/2026 | 130 |
| 4379 | BENEDICT FINANCIAL ADVISORS INC | $480M | Q1 2026 | 4/20/2026 | 133 |
| 4380 | Privium Fund Management B.V. | $480M | Q1 2026 | 5/5/2026 | 60 |
| 4381 | Firestone Capital Management | $480M | Q1 2026 | 5/8/2026 | 160 |
| 4382 | Dash Acquisitions Inc. | $480M | Q1 2026 | 5/8/2026 | 68 |
| 4383 | Yelin Lapidot Holdings Management Ltd. | $480M | Q1 2026 | 4/22/2026 | 83 |
| 4384 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $480M | Q1 2026 | 5/12/2026 | 243 |
| 4385 | SILVERLAKE WEALTH MANAGEMENT LLC | $479M | Q1 2026 | 4/15/2026 | 377 |
| 4386 | RPg Family Wealth Advisory, LLC | $479M | Q1 2026 | 5/14/2026 | 144 |
| 4387 | Catalio Capital Management, LP | $479M | Q1 2026 | 5/15/2026 | 41 |
| 4388 | Frisch Financial Group, Inc. | $478M | Q1 2026 | 5/5/2026 | 167 |
| 4389 | Clare Market Investments LLC | $478M | Q1 2026 | 4/29/2026 | 167 |
| 4390 | Towneley Capital Management, Inc / DE | $478M | Q1 2026 | 4/21/2026 | 42 |
| 4391 | Medina Value Partners, LLC | $477M | Q1 2026 | 5/14/2026 | 30 |
| 4392 | Beacon Harbor Wealth Advisors, Inc. | $477M | Q1 2026 | 4/30/2026 | 70 |
| 4393 | Frontier Asset Management, LLC | $477M | Q1 2026 | 5/6/2026 | 91 |
| 4394 | JACKSON SQUARE CAPITAL, LLC | $477M | Q1 2026 | 4/13/2026 | 129 |
| 4395 | Aisling Capital Management LP | $476M | Q1 2026 | 5/5/2026 | 13 |
| 4396 | Paragon Capital Management Ltd | $476M | Q1 2026 | 4/15/2026 | 199 |
| 4397 | Crumly & Associates Inc. | $476M | Q1 2026 | 4/2/2026 | 200 |
| 4398 | Brooklyn FI, LLC | $476M | Q1 2026 | 5/11/2026 | 78 |
| 4399 | Churchill Financial Advisors, LLC | $476M | Q1 2026 | 4/22/2026 | 123 |
| 4400 | Vickerman Investment Advisors, Inc. | $476M | Q1 2026 | 5/12/2026 | 94 |