Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4201 | LIGHT STREET CAPITAL MANAGEMENT, LLC | $534M | Q1 2026 | 5/15/2026 | 24 |
| 4202 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $533M | Q2 2014 | 8/4/2014 | 165 |
| 4203 | Paradice Investment Management LLC | $532M | Q1 2026 | 5/14/2026 | 23 |
| 4204 | Proactive Wealth Strategies LLC | $532M | Q1 2026 | 4/29/2026 | 210 |
| 4205 | ERn Financial, LLC | $532M | Q1 2026 | 4/24/2026 | 150 |
| 4206 | Interchange Capital Partners, LLC | $532M | Q2 2026 | 7/20/2026 | 430 |
| 4207 | Kapitalo Investimentos Ltda | $531M | Q1 2026 | 5/7/2026 | 57 |
| 4208 | Proxima Capital Management, LLC | $531M | Q1 2014 | 5/15/2014 | 37 |
| 4209 | Long Run Wealth Advisors, LLC | $531M | Q4 2025 | 2/2/2026 | 106 |
| 4210 | USA FINANCIAL FORMULAS | $531M | Q1 2026 | 4/14/2026 | 437 |
| 4211 | OLD SECOND NATIONAL BANK OF AURORA | $530M | Q2 2026 | 7/21/2026 | 275 |
| 4212 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $530M | Q2 2026 | 7/14/2026 | 308 |
| 4213 | CIBC BANK USA | $530M | Q2 2014 | 7/28/2014 | 291 |
| 4214 | Ballast, Inc. | $530M | Q2 2026 | 7/10/2026 | 156 |
| 4215 | ADAMSBROWN WEALTH CONSULTANTS LLC | $530M | Q2 2026 | 7/9/2026 | 173 |
| 4216 | Baker Street Capital Management, LLC | $530M | Q1 2014 | 5/15/2014 | 6 |
| 4217 | ELEMENT POINTE ADVISORS, LLC | $530M | Q1 2026 | 5/7/2026 | 86 |
| 4218 | VALICENTI ADVISORY SERVICES INC | $530M | Q2 2026 | 7/16/2026 | 83 |
| 4219 | Legg Mason Investment Counsel & Trust Co., N.A. | $530M | Q1 2014 | 5/15/2014 | 455 |
| 4220 | Taproot Management LP | $530M | Q1 2026 | 5/13/2026 | 180 |
| 4221 | DMKC Advisory Services, LLC | $530M | Q2 2026 | 7/7/2026 | 92 |
| 4222 | Overbrook Management Corp | $529M | Q1 2026 | 4/9/2026 | 51 |
| 4223 | Keudell/Morrison Wealth Management | $529M | Q2 2026 | 7/15/2026 | 260 |
| 4224 | VOISARD ASSET MANAGEMENT GROUP, INC. | $529M | Q2 2026 | 7/13/2026 | 111 |
| 4225 | McClain Value Management LLC | $528M | Q1 2014 | 5/12/2014 | 35 |
| 4226 | Second Line Capital, LLC | $528M | Q1 2026 | 5/14/2026 | 185 |
| 4227 | Global Wealth Strategies & Associates | $528M | Q2 2026 | 7/1/2026 | 97 |
| 4228 | OAKMONT Corp | $526M | Q1 2026 | 5/12/2026 | 31 |
| 4229 | DUNCKER STREETT & CO INC | $526M | Q1 2026 | 4/29/2026 | 535 |
| 4230 | Insight Advisors, LLC/ PA | $525M | Q1 2026 | 5/11/2026 | 243 |
| 4231 | Fonville Wealth Management LLC | $525M | Q1 2026 | 4/20/2026 | 138 |
| 4232 | Virtus Wealth Solutions LLC | $525M | Q1 2026 | 5/8/2026 | 54 |
| 4233 | Drake & Associates, LLC | $525M | Q1 2026 | 5/13/2026 | 97 |
| 4234 | Gryphon International Investment CORP | $525M | Q2 2014 | 7/15/2014 | 25 |
| 4235 | GUARDIAN CAPITAL ADVISORS LP | $524M | Q1 2014 | 5/14/2014 | 175 |
| 4236 | Shannon River Fund Management LLC | $524M | Q1 2026 | 5/14/2026 | 28 |
| 4237 | Conifer Management, L.L.C. | $524M | Q1 2026 | 5/14/2026 | 6 |
| 4238 | INDEPENDENT INVESTORS INC | $524M | Q2 2026 | 7/16/2026 | 73 |
| 4239 | ESL Trust Services, LLC | $524M | Q1 2026 | 5/7/2026 | 258 |
| 4240 | KNOTT DAVID M | $523M | Q1 2014 | 5/13/2014 | 66 |
| 4241 | Newman Dignan & Sheerar, Inc. | $523M | Q2 2026 | 7/14/2026 | 197 |
| 4242 | Wiser Wealth Management, Inc | $523M | Q2 2026 | 7/14/2026 | 75 |
| 4243 | GWN SECURITIES INC. | $523M | Q1 2026 | 5/14/2026 | 462 |
| 4244 | Wealth Group Ltd | $523M | Q2 2026 | 7/10/2026 | 95 |
| 4245 | STEMPOINT CAPITAL LP | $522M | Q1 2026 | 5/18/2026 | 82 |
| 4246 | Crumly & Associates Inc. | $522M | Q2 2026 | 7/8/2026 | 196 |
| 4247 | JMAC ENTERPRISES LLC | $522M | Q1 2026 | 5/1/2026 | 117 |
| 4248 | Legacy Trust | $522M | Q1 2026 | 4/14/2026 | 203 |
| 4249 | SHAH CAPITAL MANAGEMENT | $521M | Q1 2026 | 4/24/2026 | 11 |
| 4250 | Solidarity Wealth, LLC | $521M | Q1 2026 | 4/29/2026 | 83 |
| 4251 | AM INVESTMENT STRATEGIES LLC | $521M | Q2 2026 | 7/16/2026 | 114 |
| 4252 | Starwood Real Estate Securities, LLC | $521M | Q1 2014 | 5/15/2014 | 21 |
| 4253 | Crawford Fund Management, LLC | $520M | Q1 2026 | 5/15/2026 | 183 |
| 4254 | Family Investment Center, Inc. | $520M | Q1 2026 | 4/24/2026 | 91 |
| 4255 | Churchill Financial Advisors, LLC | $519M | Q2 2026 | 7/15/2026 | 125 |
| 4256 | Grant Street Asset Management, Inc. | $519M | Q1 2026 | 5/7/2026 | 96 |
| 4257 | Wendel SE | $519M | Q2 2026 | 7/22/2026 | 1 |
| 4258 | CacheTech Inc. | $519M | Q1 2026 | 5/11/2026 | 177 |
| 4259 | OKABENA INVESTMENT SERVICES INC | $519M | Q1 2026 | 5/15/2026 | 144 |
| 4260 | Platform Technology Partners | $519M | Q1 2026 | 4/27/2026 | 344 |
| 4261 | WHALEROCK POINT PARTNERS, LLC | $518M | Q1 2026 | 5/15/2026 | 197 |
| 4262 | Beacon Bank & Trust | $518M | Q2 2026 | 7/8/2026 | 157 |
| 4263 | Lodge Hill Capital, LLC | $518M | Q1 2026 | 5/18/2026 | 22 |
| 4264 | Activest Wealth Management | $518M | Q2 2026 | 7/16/2026 | 1,477 |
| 4265 | WealthPLAN Partners, LLC | $518M | Q1 2026 | 4/29/2026 | 221 |
| 4266 | AR ASSET MANAGEMENT INC | $517M | Q1 2026 | 5/13/2026 | 119 |
| 4267 | RS CRUM INC. | $517M | Q1 2026 | 4/15/2026 | 102 |
| 4268 | SACHEM HILL LLC | $516M | Q1 2026 | 5/13/2026 | 65 |
| 4269 | Mason & Associates Inc | $516M | Q1 2026 | 4/30/2026 | 160 |
| 4270 | Fortitude Family Office, LLC | $516M | Q2 2026 | 7/20/2026 | 2,271 |
| 4271 | Sivia Capital Partners, LLC | $516M | Q1 2026 | 5/12/2026 | 455 |
| 4272 | Tetragon Partners GP Ltd | $515M | Q1 2026 | 5/15/2026 | 36 |
| 4273 | Vertex Planning Partners, LLC | $515M | Q1 2026 | 5/15/2026 | 135 |
| 4274 | BENEDICT FINANCIAL ADVISORS INC | $515M | Q2 2026 | 7/16/2026 | 142 |
| 4275 | WINSLOW ASSET MANAGEMENT INC | $515M | Q1 2026 | 5/5/2026 | 80 |
| 4276 | Palo Duro Investment Partners, LP | $515M | Q1 2026 | 5/15/2026 | 29 |
| 4277 | Aspen Grove Capital, LLC | $514M | Q1 2026 | 5/14/2026 | 200 |
| 4278 | Leverty Financial Group, LLC | $514M | Q2 2026 | 7/10/2026 | 49 |
| 4279 | JD CAPITAL MANAGEMENT LLC | $514M | Q1 2014 | 5/15/2014 | 149 |
| 4280 | Hamilton Wealth, LLC | $513M | Q1 2026 | 6/25/2026 | 111 |
| 4281 | IAM Advisory, LLC | $513M | Q2 2026 | 7/14/2026 | 107 |
| 4282 | FIDUCIARY ASSET MANAGEMENT LLC | $513M | Q2 2014 | 7/15/2014 | 90 |
| 4283 | Mattern Wealth Management LLC | $513M | Q1 2026 | 4/23/2026 | 158 |
| 4284 | Naria Inc. | $513M | Q2 2026 | 7/14/2026 | 1 |
| 4285 | Tempus Wealth Planning, LLC | $511M | Q2 2026 | 7/22/2026 | 282 |
| 4286 | Manhattan West Asset Management, LLC | $511M | Q1 2026 | 5/14/2026 | 149 |
| 4287 | Call To Action Foundation | $511M | Q1 2026 | 5/13/2026 | 1 |
| 4288 | Bernardo Wealth Planning LLC | $511M | Q1 2026 | 4/15/2026 | 129 |
| 4289 | HughesLittle Investment Management Ltd. | $511M | Q1 2026 | 5/5/2026 | 14 |
| 4290 | Next Level Private LLC | $511M | Q2 2026 | 7/9/2026 | 174 |
| 4291 | Nalanda India Equity Fund Ltd | $510M | Q1 2026 | 5/13/2026 | 1 |
| 4292 | Richard P Slaughter Associates Inc | $510M | Q2 2026 | 7/13/2026 | 106 |
| 4293 | JSF Financial, LLC | $510M | Q1 2026 | 5/7/2026 | 126 |
| 4294 | Paloma Partners Management Co | $510M | Q1 2026 | 5/15/2026 | 61 |
| 4295 | Castle Rock Wealth Management, LLC | $509M | Q2 2026 | 7/7/2026 | 268 |
| 4296 | Prestige Wealth Management Group LLC | $509M | Q1 2026 | 5/13/2026 | 1,123 |
| 4297 | High Note Wealth, LLC | $509M | Q1 2026 | 5/11/2026 | 938 |
| 4298 | MAGNOLIA CAPITAL ADVISORS LLC | $509M | Q1 2026 | 5/15/2026 | 281 |
| 4299 | Oasis Advisors, LLC | $509M | Q1 2026 | 5/4/2026 | 210 |
| 4300 | STERNE AGEE GROUP, INC. | $509M | Q1 2014 | 5/8/2014 | 263 |
| 4301 | Machina Capital S.A.S. | $508M | Q1 2026 | 5/13/2026 | 353 |
| 4302 | Renaissance Investment Group LLC | $508M | Q2 2026 | 7/8/2026 | 84 |
| 4303 | 55 North Private Wealth, LLC | $508M | Q2 2026 | 7/7/2026 | 304 |
| 4304 | MCRAE CAPITAL MANAGEMENT INC | $508M | Q2 2026 | 7/17/2026 | 113 |
| 4305 | Ascentis Wealth Management, LLC | $508M | Q1 2026 | 4/28/2026 | 821 |
| 4306 | HOWARD CAPITAL MANAGEMENT | $508M | Q2 2014 | 7/16/2014 | 109 |
| 4307 | MALTESE CAPITAL MANAGEMENT LLC | $508M | Q1 2026 | 5/15/2026 | 104 |
| 4308 | WESCAP Management Group, Inc. | $508M | Q1 2026 | 5/12/2026 | 107 |
| 4309 | Old Port Advisors | $508M | Q2 2026 | 7/21/2026 | 267 |
| 4310 | BCM ADVISORS, LLC | $507M | Q1 2026 | 5/5/2026 | 78 |
| 4311 | Lomas Capital Management, LLC | $507M | Q1 2014 | 5/15/2014 | 36 |
| 4312 | REAP Financial Group, LLC | $507M | Q1 2026 | 5/11/2026 | 533 |
| 4313 | Ramsay, Stattman, Vela & Price, Inc. | $506M | Q1 2026 | 4/30/2026 | 79 |
| 4314 | West Wealth Group, LLC | $506M | Q1 2026 | 5/11/2026 | 130 |
| 4315 | Herold Advisors, Inc. | $506M | Q2 2026 | 7/22/2026 | 273 |
| 4316 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $506M | Q1 2026 | 5/6/2026 | 57 |
| 4317 | NJ State Employees Deferred Compensation Plan | $505M | Q2 2014 | 8/11/2014 | 387 |
| 4318 | BUILDER INVESTMENT GROUP INC /ADV | $505M | Q2 2026 | 7/17/2026 | 107 |
| 4319 | Community Bank & Trust, Waco, Texas | $505M | Q1 2026 | 4/17/2026 | 161 |
| 4320 | Abound Wealth Management | $504M | Q2 2026 | 7/10/2026 | 1,361 |
| 4321 | Triangle Securities Wealth Management | $504M | Q2 2026 | 7/14/2026 | 213 |
| 4322 | Tradewinds Capital Management, LLC | $504M | Q1 2026 | 4/14/2026 | 719 |
| 4323 | Allegiance Financial Group Advisory Services LLC | $503M | Q1 2026 | 5/8/2026 | 198 |
| 4324 | Beirne Wealth Consulting Services, LLC | $503M | Q2 2026 | 7/15/2026 | 102 |
| 4325 | Altrius Capital Management Inc | $503M | Q1 2026 | 5/5/2026 | 87 |
| 4326 | Northwest Bancshares, Inc. | $502M | Q1 2026 | 5/12/2026 | 168 |
| 4327 | Myriad Asset Management Ltd. | $502M | Q1 2014 | 5/14/2014 | 37 |
| 4328 | UPTICK PARTNERS, LLC | $502M | Q1 2026 | 5/1/2026 | 293 |
| 4329 | MYCIO WEALTH PARTNERS, LLC | $502M | Q1 2026 | 4/29/2026 | 49 |
| 4330 | Peak Retirement Planning, Inc. | $501M | Q1 2026 | 5/11/2026 | 152 |
| 4331 | Wolff Financial Management LLC | $501M | Q2 2026 | 7/16/2026 | 106 |
| 4332 | Gifford Fong Associates | $501M | Q4 2025 | 2/10/2026 | 124 |
| 4333 | Serenus Wealth Advisors, LLC | $501M | Q1 2026 | 4/27/2026 | 68 |
| 4334 | Mission Creek Capital Partners, Inc. | $501M | Q1 2026 | 5/14/2026 | 219 |
| 4335 | Auxano Advisors, LLC | $501M | Q1 2026 | 5/1/2026 | 199 |
| 4336 | DIVIDEND ASSETS CAPITAL, LLC | $501M | Q1 2026 | 4/28/2026 | 138 |
| 4337 | Aspen Wealth Management LLC | $501M | Q1 2026 | 4/1/2026 | 124 |
| 4338 | PEDDOCK CAPITAL ADVISORS, LLC | $501M | Q2 2026 | 7/22/2026 | 165 |
| 4339 | Centric Wealth Management | $501M | Q1 2026 | 5/12/2026 | 203 |
| 4340 | FIRST NIAGARA BANK | $501M | Q1 2014 | 5/13/2014 | 228 |
| 4341 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $501M | Q2 2026 | 7/22/2026 | 184 |
| 4342 | Gerstein Fisher | $500M | Q1 2014 | 5/15/2014 | 330 |
| 4343 | CATAPULT CAPITAL MANAGEMENT LLC | $500M | Q1 2014 | 5/15/2014 | 192 |
| 4344 | Intesa Sanpaolo Wealth Management | $500M | Q2 2026 | 7/23/2026 | 309 |
| 4345 | H/2 CREDIT MANAGER LP | $500M | Q1 2026 | 5/15/2026 | 19 |
| 4346 | HELLMAN JORDAN MANAGEMENT CO INC /MA/ | $499M | Q2 2014 | 8/4/2014 | 45 |
| 4347 | MARIETTA INVESTMENT PARTNERS LLC | $499M | Q1 2026 | 4/28/2026 | 161 |
| 4348 | Artia Global Partners LP | $499M | Q1 2026 | 5/15/2026 | 50 |
| 4349 | First National Bank of Mount Dora, Trust Investment Services | $499M | Q2 2026 | 7/8/2026 | 126 |
| 4350 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $499M | Q2 2026 | 7/8/2026 | 73 |
| 4351 | Harraden Circle Investments, LLC | $499M | Q1 2026 | 5/15/2026 | 180 |
| 4352 | KR Capital LP | $499M | Q1 2026 | 5/15/2026 | 49 |
| 4353 | Park Place Capital Corp | $499M | Q1 2026 | 4/9/2026 | 850 |
| 4354 | Inspire Investing, LLC | $498M | Q1 2026 | 5/13/2026 | 313 |
| 4355 | HOLDERNESS INVESTMENTS CO | $498M | Q1 2026 | 5/12/2026 | 252 |
| 4356 | Scissortail Wealth Management, LLC | $498M | Q1 2026 | 4/23/2026 | 115 |
| 4357 | Capital Management Associates, Inc | $498M | Q2 2026 | 7/22/2026 | 153 |
| 4358 | Greywolf Capital Management LP | $497M | Q1 2014 | 5/15/2014 | 9 |
| 4359 | Monument Capital Management | $497M | Q2 2026 | 7/22/2026 | 262 |
| 4360 | First Fiduciary Investment Counsel, Inc. | $497M | Q1 2026 | 5/1/2026 | 66 |
| 4361 | WFG Advisors, LP | $497M | Q1 2014 | 4/24/2014 | 2,049 |
| 4362 | TBH Global Asset Management, LLC | $497M | Q1 2026 | 4/22/2026 | 245 |
| 4363 | Wilmington Trust Investment Management, LLC | $496M | Q1 2014 | 5/14/2014 | 381 |
| 4364 | Turiya Advisors Asia Ltd | $496M | Q1 2026 | 5/12/2026 | 5 |
| 4365 | STEWART & PATTEN CO LLC | $496M | Q2 2014 | 7/16/2014 | 97 |
| 4366 | New Hampshire Trust | $496M | Q1 2026 | 4/20/2026 | 156 |
| 4367 | Canton Hathaway, LLC | $496M | Q1 2026 | 4/24/2026 | 268 |
| 4368 | Compton Wealth Advisory Group, LLC | $495M | Q2 2026 | 7/21/2026 | 83 |
| 4369 | HARTWELL J M LIMITED PARTNERSHIP | $495M | Q2 2014 | 7/17/2014 | 103 |
| 4370 | Talaria Asset Management Pty Ltd | $495M | Q1 2026 | 5/14/2026 | 12 |
| 4371 | Wagner Wealth Management, LLC | $495M | Q1 2026 | 4/24/2026 | 279 |
| 4372 | Integris Wealth Management, LLC | $495M | Q2 2026 | 7/10/2026 | 131 |
| 4373 | Bedell Frazier Investment Counselling, LLC | $495M | Q1 2026 | 5/15/2026 | 128 |
| 4374 | GOLDEN GATE PRIVATE EQUITY, INC. | $495M | Q2 2014 | 8/11/2014 | 20 |
| 4375 | Fairvoy Private Wealth, LLC | $495M | Q2 2026 | 7/17/2026 | 200 |
| 4376 | Nichols Asset Management LLC | $495M | Q2 2014 | 8/6/2014 | 130 |
| 4377 | Fermata Advisors, LLC | $495M | Q2 2026 | 7/7/2026 | 275 |
| 4378 | Stelac Advisory Services LLC | $494M | Q1 2026 | 5/8/2026 | 163 |
| 4379 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $494M | Q2 2026 | 7/17/2026 | 758 |
| 4380 | MARATHON CAPITAL MANAGEMENT | $494M | Q2 2026 | 7/22/2026 | 187 |
| 4381 | AUGUSTINE ASSET MANAGEMENT INC | $494M | Q2 2026 | 7/13/2026 | 121 |
| 4382 | Lafayette Investments, Inc. | $494M | Q1 2026 | 4/27/2026 | 158 |
| 4383 | Benin Management CORP | $494M | Q2 2026 | 7/15/2026 | 152 |
| 4384 | Avidity Partners Management LP | $494M | Q1 2026 | 5/27/2026 | 45 |
| 4385 | High Falls Advisors, Inc | $494M | Q4 2025 | 2/18/2026 | 144 |
| 4386 | RK Capital Management, LLC | $493M | Q1 2014 | 5/12/2014 | 54 |
| 4387 | LJ TRUST Co LLC | $493M | Q2 2014 | 7/29/2014 | 11 |
| 4388 | Tyrus Capital S.A.M. | $493M | Q1 2014 | 5/15/2014 | 17 |
| 4389 | HIGHLINE WEALTH PARTNERS LLC | $493M | Q2 2026 | 7/15/2026 | 1,411 |
| 4390 | Fulcrum Capital LLC | $493M | Q2 2026 | 7/20/2026 | 103 |
| 4391 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | $493M | Q1 2014 | 5/2/2014 | 291 |
| 4392 | Broad Peak Investment Advisers Pte Ltd | $493M | Q1 2026 | 4/23/2026 | 23 |
| 4393 | Financial Sense Advisors, Inc. | $493M | Q1 2026 | 5/14/2026 | 142 |
| 4394 | Vantage Financial Partners, LLC | $493M | Q4 2025 | 2/3/2026 | 212 |
| 4395 | Cypress Point Wealth Management, LLC | $492M | Q2 2026 | 7/17/2026 | 142 |
| 4396 | Cranbrook Wealth Management, LLC | $492M | Q1 2026 | 4/15/2026 | 385 |
| 4397 | Marion Wealth Management | $491M | Q2 2026 | 7/16/2026 | 159 |
| 4398 | Nexus Asset Management LLC | $491M | Q1 2014 | 5/15/2014 | 42 |
| 4399 | NEW YORK LIFE INSURANCE CO | $491M | Q1 2026 | 5/7/2026 | 6 |
| 4400 | FORTEM FINANCIAL GROUP, LLC | $490M | Q2 2026 | 7/20/2026 | 188 |