Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4201 | 111 Capital | $582M | Q2 2026 | 8/4/2026 | 488 |
| 4202 | Great Diamond Partners, LLC | $582M | Q2 2026 | 7/17/2026 | 238 |
| 4203 | Liberty Capital Management, Inc. | $582M | Q2 2026 | 7/17/2026 | 184 |
| 4204 | MARIETTA INVESTMENT PARTNERS LLC | $582M | Q2 2026 | 8/12/2026 | 170 |
| 4205 | Cambridge Advisors Inc. | $582M | Q2 2026 | 7/16/2026 | 183 |
| 4206 | Global Frontier Investments LLC | $581M | Q2 2026 | 8/14/2026 | 30 |
| 4207 | RETIREMENT INCOME SOLUTIONS, INC | $581M | Q2 2026 | 8/3/2026 | 172 |
| 4208 | Cedar Mountain Advisors, LLC | $581M | Q2 2026 | 7/2/2026 | 1,175 |
| 4209 | STEMPOINT CAPITAL LP | $581M | Q2 2026 | 8/14/2026 | 84 |
| 4210 | Prosight Management, LP | $580M | Q2 2026 | 8/14/2026 | 36 |
| 4211 | CORRECT CAPITAL WEALTH MANAGEMENT | $580M | Q2 2026 | 8/4/2026 | 108 |
| 4212 | McNamara Financial Services, Inc. | $580M | Q2 2026 | 7/22/2026 | 104 |
| 4213 | Alerus Investment Advisors Corp | $580M | Q2 2014 | 8/7/2014 | 162 |
| 4214 | Praetorian Wealth Management, Inc. | $580M | Q2 2026 | 7/7/2026 | 84 |
| 4215 | COFG Advisors, LLC | $579M | Q2 2026 | 8/14/2026 | 319 |
| 4216 | Sixth Street Partners Management Company, L.P. | $579M | Q2 2026 | 8/14/2026 | 7 |
| 4217 | PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | $579M | Q1 2014 | 6/6/2014 | 158 |
| 4218 | Call To Action Foundation | $579M | Q2 2026 | 8/6/2026 | 1 |
| 4219 | BOYS ARNOLD & CO INC | $579M | Q2 2014 | 7/8/2014 | 218 |
| 4220 | Abel Hall, LLC | $579M | Q2 2026 | 7/24/2026 | 955 |
| 4221 | Rezny Wealth Management, Inc. | $579M | Q2 2026 | 7/17/2026 | 37 |
| 4222 | Professional Financial Advisors, LLC | $578M | Q2 2026 | 7/9/2026 | 146 |
| 4223 | Intellectus Partners, LLC | $578M | Q2 2026 | 8/12/2026 | 317 |
| 4224 | Allegiance Financial Group Advisory Services LLC | $578M | Q2 2026 | 7/27/2026 | 205 |
| 4225 | RAND WEALTH, LLC | $577M | Q1 2014 | 4/29/2014 | 196 |
| 4226 | HughesLittle Investment Management Ltd. | $577M | Q2 2026 | 8/11/2026 | 13 |
| 4227 | Gyrus Investment Management Inc. | $577M | Q1 2014 | 5/14/2014 | 106 |
| 4228 | Kozak & Associates, Inc. | $576M | Q2 2026 | 7/2/2026 | 451 |
| 4229 | Energy Opportunities Capital Management, LLC | $576M | Q1 2014 | 5/15/2014 | 40 |
| 4230 | Conrad N. Hilton Foundation | $576M | Q2 2026 | 8/14/2026 | 2 |
| 4231 | Nevsky Capital LLP | $575M | Q2 2014 | 7/18/2014 | 9 |
| 4232 | Columbia Asset Management | $575M | Q2 2026 | 7/21/2026 | 168 |
| 4233 | WINSLOW ASSET MANAGEMENT INC | $575M | Q2 2026 | 8/6/2026 | 82 |
| 4234 | MSH Capital Advisors LLC | $575M | Q2 2026 | 8/10/2026 | 320 |
| 4235 | M37 Management LP | $575M | Q2 2026 | 8/14/2026 | 9 |
| 4236 | SUN VALLEY GOLD LLC | $574M | Q1 2014 | 5/15/2014 | 29 |
| 4237 | Solidarity Wealth, LLC | $574M | Q2 2026 | 7/31/2026 | 93 |
| 4238 | REAL ESTATE MANAGEMENT SERVICES LLC | $574M | Q2 2014 | 7/11/2014 | 48 |
| 4239 | Serenus Wealth Advisors, LLC | $573M | Q2 2026 | 8/5/2026 | 75 |
| 4240 | Blue Zone Wealth Advisors, LLC | $573M | Q2 2026 | 7/14/2026 | 125 |
| 4241 | LYNCH & ASSOCIATES/IN | $573M | Q2 2026 | 7/13/2026 | 129 |
| 4242 | Trust Co of Tennessee | $572M | Q2 2026 | 7/30/2026 | 8 |
| 4243 | Southland Equity Partners LLC | $571M | Q2 2026 | 7/13/2026 | 306 |
| 4244 | First Reserve GP XII Ltd | $571M | Q1 2014 | 5/15/2014 | 3 |
| 4245 | Sanchez Wealth Management Group | $571M | Q2 2026 | 7/27/2026 | 52 |
| 4246 | YM Investment LTD | $570M | Q4 2013 | 1/21/2014 | 2 |
| 4247 | PCM Encore, LLC | $569M | Q2 2026 | 8/11/2026 | 459 |
| 4248 | OCO Capital Partners, L.P. | $569M | Q2 2026 | 7/27/2026 | 5 |
| 4249 | Mission Creek Capital Partners, Inc. | $569M | Q2 2026 | 8/14/2026 | 231 |
| 4250 | CHAPIN DAVIS, INC. | $569M | Q2 2026 | 7/7/2026 | 256 |
| 4251 | BENNETT LAWRENCE MANAGEMENT L L C/NY | $568M | Q2 2014 | 8/6/2014 | 90 |
| 4252 | Single Point Partners, LLC | $568M | Q2 2026 | 7/16/2026 | 103 |
| 4253 | ORG Partners LLC | $568M | Q4 2025 | 1/14/2026 | 1,804 |
| 4254 | Panview Capital Ltd | $568M | Q2 2026 | 8/13/2026 | 14 |
| 4255 | Horiko Capital Management LLC | $568M | Q2 2026 | 8/13/2026 | 17 |
| 4256 | Weil Company, Inc. | $568M | Q2 2026 | 8/5/2026 | 133 |
| 4257 | Insight Advisors, LLC/ PA | $567M | Q2 2026 | 8/5/2026 | 241 |
| 4258 | Raging Capital Management, LLC | $567M | Q1 2014 | 5/15/2014 | 38 |
| 4259 | Crossingbridge Advisors, LLC | $567M | Q2 2026 | 8/13/2026 | 152 |
| 4260 | Clarity Wealth Advisors, LLC | $567M | Q2 2026 | 7/24/2026 | 117 |
| 4261 | FRONTIER INVESTMENT MGMT CO | $566M | Q1 2014 | 5/9/2014 | 150 |
| 4262 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $566M | Q2 2026 | 7/9/2026 | 391 |
| 4263 | DCF Advisers, LLC | $566M | Q2 2026 | 8/10/2026 | 93 |
| 4264 | Legacy Trust | $566M | Q2 2026 | 7/31/2026 | 210 |
| 4265 | Overlook Holdings Ltd | $566M | Q1 2014 | 4/3/2014 | 3 |
| 4266 | BetterWealth, LLC | $565M | Q2 2026 | 7/21/2026 | 86 |
| 4267 | Primavera Capital Management Ltd | $565M | Q2 2026 | 8/13/2026 | 5 |
| 4268 | LATHROP INVESTMENT MANAGEMENT CO | $565M | Q2 2026 | 8/10/2026 | 89 |
| 4269 | Affinity Partners GP LP | $565M | Q2 2026 | 8/14/2026 | 1 |
| 4270 | IDG China Capital Fund III Associates L.P. | $564M | Q2 2026 | 8/7/2026 | 2 |
| 4271 | MANCHESTER FINANCIAL INC | $563M | Q2 2026 | 7/17/2026 | 145 |
| 4272 | Tradewinds Capital Management, LLC | $563M | Q2 2026 | 7/23/2026 | 715 |
| 4273 | SACHEM HILL LLC | $563M | Q2 2026 | 8/10/2026 | 67 |
| 4274 | Ramsay, Stattman, Vela & Price, Inc. | $562M | Q2 2026 | 8/4/2026 | 84 |
| 4275 | Lincoln Capital LLC | $562M | Q2 2026 | 7/7/2026 | 137 |
| 4276 | Financial Gravity Asset Management, Inc. | $562M | Q1 2026 | 5/8/2026 | 973 |
| 4277 | Leading Edge Financial Planning LLC | $562M | Q2 2026 | 8/6/2026 | 78 |
| 4278 | Ma Investment Partnership, LP | $561M | Q2 2026 | 8/14/2026 | 13 |
| 4279 | Arosa Capital Management LP | $561M | Q2 2026 | 8/14/2026 | 52 |
| 4280 | DRIVE WEALTH MANAGEMENT, LLC | $561M | Q2 2026 | 7/21/2026 | 459 |
| 4281 | WESPAC Advisors SoCal, LLC | $560M | Q2 2026 | 7/16/2026 | 122 |
| 4282 | NatWest Group plc | $560M | Q2 2026 | 8/10/2026 | 48 |
| 4283 | Riggs Asset Managment Co. Inc. | $560M | Q2 2026 | 7/29/2026 | 132 |
| 4284 | OKABENA INVESTMENT SERVICES INC | $560M | Q2 2026 | 8/4/2026 | 145 |
| 4285 | University of Illinois Foundation | $560M | Q2 2026 | 8/12/2026 | 29 |
| 4286 | OPAL CAPITAL LLC | $560M | Q2 2026 | 8/5/2026 | 136 |
| 4287 | EQUITEC PROPRIETARY MARKETS, LLC | $559M | Q2 2026 | 7/20/2026 | 98 |
| 4288 | SOROS CAPITAL MANAGEMENT LLC | $559M | Q2 2026 | 8/14/2026 | 58 |
| 4289 | Bleichroeder LP | $559M | Q2 2026 | 8/13/2026 | 78 |
| 4290 | Noble Family Wealth, LLC | $559M | Q2 2026 | 8/4/2026 | 74 |
| 4291 | Investors Research Corp | $559M | Q2 2026 | 7/10/2026 | 805 |
| 4292 | Palidye Holdings (Caymans) Ltd | $559M | Q2 2026 | 8/13/2026 | 11 |
| 4293 | BRASADA CAPITAL MANAGEMENT, LP | $558M | Q2 2026 | 8/17/2026 | 152 |
| 4294 | Frontier Asset Management, LLC | $558M | Q2 2026 | 8/6/2026 | 90 |
| 4295 | Wealth Dimensions Group, Ltd. | $558M | Q2 2026 | 7/22/2026 | 179 |
| 4296 | Strong Tower Advisory Services | $558M | Q2 2026 | 7/13/2026 | 94 |
| 4297 | MOODY ALDRICH PARTNERS LLC | $557M | Q2 2026 | 7/15/2026 | 175 |
| 4298 | Foresight Group Ltd Liability Partnership | $556M | Q2 2026 | 7/27/2026 | 62 |
| 4299 | CHEMICAL BANK | $556M | Q1 2014 | 5/13/2014 | 290 |
| 4300 | US GLOBAL INVESTORS FUNDS | $556M | Q4 2013 | 2/18/2014 | 321 |
| 4301 | Northwest Bancshares, Inc. | $555M | Q2 2026 | 8/14/2026 | 175 |
| 4302 | Westchester Capital Management, Inc. | $555M | Q2 2026 | 7/22/2026 | 46 |
| 4303 | BCS Wealth Management | $555M | Q2 2026 | 7/16/2026 | 270 |
| 4304 | Moment Partners, LLC | $555M | Q2 2026 | 7/29/2026 | 101 |
| 4305 | Community Bank & Trust, Waco, Texas | $555M | Q2 2026 | 8/4/2026 | 168 |
| 4306 | CM WEALTH ADVISORS LLC | $554M | Q2 2026 | 8/10/2026 | 194 |
| 4307 | EMS Capital LP | $554M | Q1 2014 | 5/15/2014 | 31 |
| 4308 | Bricktown Capital, LLC | $553M | Q2 2026 | 7/15/2026 | 28 |
| 4309 | Kultura Capital Management LP | $553M | Q2 2026 | 8/14/2026 | 66 |
| 4310 | ARMSTRONG SHAW ASSOCIATES INC/CT | $553M | Q2 2014 | 7/22/2014 | 42 |
| 4311 | Garden State Investment Advisory Services LLC | $553M | Q2 2026 | 8/11/2026 | 365 |
| 4312 | GOODWIN DANIEL L | $553M | Q1 2014 | 5/15/2014 | 123 |
| 4313 | MOLLER WEALTH PARTNERS | $553M | Q2 2026 | 7/15/2026 | 75 |
| 4314 | TWINBEECH CAPITAL LP | $553M | Q2 2026 | 8/14/2026 | 352 |
| 4315 | Triumph Capital Management | $552M | Q2 2026 | 7/20/2026 | 1,861 |
| 4316 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $552M | Q2 2026 | 8/13/2026 | 33 |
| 4317 | Genoa Capital Gestora de Recursos Ltda. | $551M | Q2 2026 | 7/23/2026 | 14 |
| 4318 | Warberg Asset Management LLC | $551M | Q2 2026 | 8/11/2026 | 170 |
| 4319 | Pacific Ridge Capital Partners, LLC | $551M | Q2 2026 | 8/12/2026 | 134 |
| 4320 | Prestige Wealth Management Group LLC | $551M | Q2 2026 | 8/14/2026 | 1,102 |
| 4321 | ITHAKA GROUP LLC | $551M | Q2 2026 | 8/11/2026 | 40 |
| 4322 | Lead Edge Capital Management, LLC | $550M | Q2 2026 | 8/14/2026 | 12 |
| 4323 | KICKSTAND VENTURES, LLC. | $550M | Q2 2026 | 7/30/2026 | 154 |
| 4324 | LANDAAS & CO /WI /ADV | $550M | Q2 2026 | 7/21/2026 | 149 |
| 4325 | Simcoe Capital Management, LLC | $549M | Q2 2026 | 8/14/2026 | 15 |
| 4326 | Harbour Capital Advisors, LLC | $549M | Q2 2026 | 7/15/2026 | 299 |
| 4327 | G2 Investment Partners Management LLC | $549M | Q2 2026 | 8/14/2026 | 73 |
| 4328 | KANALY TRUST CO | $549M | Q2 2014 | 7/28/2014 | 721 |
| 4329 | ROWLANDMILLER & PARTNERS.ADV | $549M | Q2 2026 | 7/23/2026 | 195 |
| 4330 | MALTESE CAPITAL MANAGEMENT LLC | $549M | Q2 2026 | 8/14/2026 | 100 |
| 4331 | LS Power Partners II, L.P. | $548M | Q1 2014 | 5/15/2014 | 2 |
| 4332 | EWA, LLC | $548M | Q2 2026 | 7/14/2026 | 332 |
| 4333 | Clare Market Investments LLC | $548M | Q2 2026 | 7/27/2026 | 174 |
| 4334 | Coyle Financial Counsel LLC | $548M | Q2 2026 | 8/7/2026 | 126 |
| 4335 | Stonebrook Private Inc. | $548M | Q2 2026 | 8/14/2026 | 271 |
| 4336 | CoreView Capital Management Ltd | $547M | Q2 2026 | 8/13/2026 | 8 |
| 4337 | Rossby Financial, LCC | $547M | Q2 2026 | 8/4/2026 | 2,144 |
| 4338 | DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | $547M | Q1 2014 | 5/15/2014 | 19 |
| 4339 | Brooklyn FI, LLC | $547M | Q2 2026 | 8/4/2026 | 434 |
| 4340 | DE BURLO GROUP INC | $547M | Q2 2026 | 8/13/2026 | 90 |
| 4341 | IFC Holdings Incorporated/FL | $547M | Q2 2014 | 7/22/2014 | 355 |
| 4342 | USA FINANCIAL FORMULAS | $546M | Q2 2026 | 8/4/2026 | 412 |
| 4343 | Hamilton Wealth, LLC | $546M | Q2 2026 | 8/6/2026 | 118 |
| 4344 | Lantz Financial LLC | $546M | Q2 2026 | 7/9/2026 | 259 |
| 4345 | AR ASSET MANAGEMENT INC | $546M | Q2 2026 | 8/7/2026 | 122 |
| 4346 | Q3 Asset Management | $546M | Q2 2026 | 8/14/2026 | 70 |
| 4347 | Stordahl Capital Management, Inc. | $546M | Q2 2026 | 7/14/2026 | 68 |
| 4348 | TBH Global Asset Management, LLC | $546M | Q2 2026 | 8/5/2026 | 263 |
| 4349 | Trigran Investments, Inc. | $545M | Q2 2026 | 8/12/2026 | 17 |
| 4350 | Drummond Knight Asset Management Pty Ltd | $545M | Q2 2026 | 7/15/2026 | 16 |
| 4351 | FWL INVESTMENT MANAGEMENT, LLC | $545M | Q2 2026 | 8/14/2026 | 501 |
| 4352 | Riverpoint Wealth Management Holdings, LLC | $544M | Q2 2026 | 7/27/2026 | 61 |
| 4353 | Privium Fund Management B.V. | $544M | Q2 2026 | 8/7/2026 | 61 |
| 4354 | Broad Peak Investment Advisers Pte Ltd | $544M | Q2 2026 | 7/30/2026 | 21 |
| 4355 | Abacus FCF Advisors LLC | $544M | Q2 2026 | 8/10/2026 | 58 |
| 4356 | TOWNSQUARE CAPITAL LLC | $544M | Q2 2026 | 8/14/2026 | 285 |
| 4357 | COERENTE CAPITAL MANAGEMENT | $543M | Q2 2026 | 7/22/2026 | 43 |
| 4358 | BECK CAPITAL MANAGEMENT, LLC | $543M | Q2 2026 | 8/14/2026 | 140 |
| 4359 | Madrona Financial Services, LLC | $543M | Q2 2026 | 7/17/2026 | 143 |
| 4360 | Lafayette Investments, Inc. | $542M | Q2 2026 | 8/11/2026 | 162 |
| 4361 | KLS Professional Advisors Group, LLC | $542M | Q2 2014 | 7/1/2014 | 2 |
| 4362 | F&V Capital Management, LLC | $542M | Q2 2026 | 7/21/2026 | 63 |
| 4363 | Partner Investment Management, L.P. | $542M | Q1 2014 | 5/15/2014 | 72 |
| 4364 | LOUISBOURG INVESTMENTS INC. | $542M | Q2 2026 | 7/22/2026 | 210 |
| 4365 | CV Advisors LLC | $542M | Q2 2026 | 7/21/2026 | 134 |
| 4366 | Artia Global Partners LP | $542M | Q2 2026 | 8/14/2026 | 48 |
| 4367 | WESTERLY CAPITAL MANAGEMENT, LLC | $542M | Q2 2026 | 8/14/2026 | 46 |
| 4368 | CLEAR WAVE WEALTH MANAGEMENT LLC | $541M | Q2 2026 | 8/6/2026 | 191 |
| 4369 | SHAPIRO ROBERT N | $541M | Q1 2014 | 6/18/2014 | 770 |
| 4370 | CHEMUNG CANAL TRUST CO | $541M | Q2 2026 | 7/15/2026 | 111 |
| 4371 | DAGCO, INC. | $541M | Q2 2026 | 7/10/2026 | 117 |
| 4372 | Verde Capital Management | $541M | Q2 2026 | 8/11/2026 | 80 |
| 4373 | MENTA CAPITAL LLC | $541M | Q2 2014 | 8/5/2014 | 521 |
| 4374 | Wagner Wealth Management, LLC | $541M | Q2 2026 | 7/24/2026 | 282 |
| 4375 | Cander Asset Management LP | $540M | Q2 2026 | 8/14/2026 | 48 |
| 4376 | Mandatum Life Insurance Co Ltd | $540M | Q2 2026 | 8/3/2026 | 90 |
| 4377 | Regent Peak Wealth Advisors LLC | $540M | Q2 2026 | 7/10/2026 | 221 |
| 4378 | Northwest Quadrant Wealth Management, LLC | $540M | Q2 2026 | 8/13/2026 | 77 |
| 4379 | DecisionPoint Financial, LLC | $540M | Q2 2026 | 8/5/2026 | 1,416 |
| 4380 | Aljian Capital Management, LLC | $540M | Q2 2026 | 8/7/2026 | 134 |
| 4381 | Mascoma Wealth Management LLC | $539M | Q2 2026 | 7/24/2026 | 609 |
| 4382 | GoalVest Advisory LLC | $539M | Q2 2026 | 7/8/2026 | 500 |
| 4383 | America First Investment Advisors, LLC | $539M | Q2 2026 | 8/5/2026 | 45 |
| 4384 | FRONT BARNETT ASSOCIATES LLC | $539M | Q2 2014 | 8/8/2014 | 116 |
| 4385 | Keystone Wealth Services, LLC | $539M | Q2 2026 | 8/5/2026 | 327 |
| 4386 | Manitou Investment Management Ltd. | $538M | Q2 2026 | 7/7/2026 | 48 |
| 4387 | REVERENCE CAPITAL PARTNERS, L.P. | $538M | Q2 2026 | 7/28/2026 | 1 |
| 4388 | Avion Wealth | $537M | Q2 2026 | 7/31/2026 | 1,754 |
| 4389 | Basecamp Wealth Advisors LLC | $537M | Q2 2026 | 8/14/2026 | 1,822 |
| 4390 | Firestone Capital Management | $537M | Q2 2026 | 7/31/2026 | 168 |
| 4391 | Second Line Capital, LLC | $537M | Q2 2026 | 9/2/2026 | 176 |
| 4392 | Rosenberg Matthew Hamilton | $537M | Q2 2026 | 7/17/2026 | 792 |
| 4393 | Stelac Advisory Services LLC | $537M | Q2 2026 | 8/10/2026 | 168 |
| 4394 | HEADINVEST, LLC | $536M | Q2 2026 | 8/14/2026 | 217 |
| 4395 | WESCAP Management Group, Inc. | $536M | Q2 2026 | 8/11/2026 | 107 |
| 4396 | MYCIO WEALTH PARTNERS, LLC | $535M | Q2 2026 | 8/12/2026 | 49 |
| 4397 | Shulman DeMeo Asset Management LLC | $535M | Q2 2026 | 7/8/2026 | 146 |
| 4398 | 12 West Capital Management LP | $535M | Q2 2026 | 8/14/2026 | 18 |
| 4399 | Cranbrook Wealth Management, LLC | $534M | Q2 2026 | 8/6/2026 | 406 |
| 4400 | SailingStone Capital Partners LLC | $534M | Q2 2026 | 8/14/2026 | 19 |