Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4401 | DEVON ENERGY CORP/DE | $476M | Q1 2026 | 5/13/2026 | 1 |
| 4402 | Rempart Asset Management Inc. | $475M | Q1 2026 | 4/15/2026 | 36 |
| 4403 | Accel Leaders 4 Associates L.P. | $475M | Q1 2026 | 5/8/2026 | 1 |
| 4404 | Leading Edge Financial Planning LLC | $475M | Q1 2026 | 5/12/2026 | 72 |
| 4405 | Newman Dignan & Sheerar, Inc. | $475M | Q1 2026 | 4/13/2026 | 192 |
| 4406 | KICKSTAND VENTURES, LLC. | $475M | Q1 2026 | 5/5/2026 | 130 |
| 4407 | Poehling Capital Management, INC. | $475M | Q1 2026 | 4/21/2026 | 155 |
| 4408 | Rivermont Capital Management LP | $475M | Q1 2026 | 5/14/2026 | 20 |
| 4409 | Lexington Partners VI Holdings, LLC | $475M | Q2 2014 | 8/1/2014 | 1 |
| 4410 | Teramo Advisors, LLC | $474M | Q1 2026 | 5/13/2026 | 4 |
| 4411 | REVERENCE CAPITAL PARTNERS, L.P. | $474M | Q1 2026 | 5/11/2026 | 1 |
| 4412 | Keenan Capital, LLC | $474M | Q1 2026 | 5/15/2026 | 9 |
| 4413 | DRIVE WEALTH MANAGEMENT, LLC | $474M | Q1 2026 | 4/13/2026 | 376 |
| 4414 | Hedeker Wealth, LLC | $474M | Q1 2026 | 5/11/2026 | 87 |
| 4415 | F&V Capital Management, LLC | $473M | Q1 2026 | 4/27/2026 | 59 |
| 4416 | Pamplona Capital Management, LLC | $473M | Q1 2026 | 5/15/2026 | 5 |
| 4417 | Coyle Financial Counsel LLC | $473M | Q1 2026 | 5/12/2026 | 113 |
| 4418 | CoreView Capital Management Ltd | $473M | Q1 2026 | 5/14/2026 | 5 |
| 4419 | Cherry Tree Wealth Management, LLC | $473M | Q1 2026 | 5/5/2026 | 582 |
| 4420 | CAPITAL INSIGHT PARTNERS, LLC | $473M | Q4 2025 | 2/17/2026 | 134 |
| 4421 | MSH Capital Advisors LLC | $472M | Q1 2026 | 5/8/2026 | 273 |
| 4422 | Bregal Sagemount IV General Partner Jersey Ltd | $472M | Q1 2026 | 5/12/2026 | 1 |
| 4423 | Maryland Capital Management | $472M | Q1 2014 | 5/15/2014 | 129 |
| 4424 | Sovereign Investment Advisors, LLC | $472M | Q1 2026 | 5/12/2026 | 106 |
| 4425 | SUSQUEHANNA TRUST & INVESTMENT CO | $471M | Q2 2014 | 7/24/2014 | 103 |
| 4426 | Shulman DeMeo Asset Management LLC | $471M | Q1 2026 | 4/9/2026 | 140 |
| 4427 | RB Capital Management, LLC | $471M | Q1 2026 | 5/14/2026 | 187 |
| 4428 | WESPAC Advisors SoCal, LLC | $470M | Q1 2026 | 4/15/2026 | 119 |
| 4429 | INTEL CORP | $470M | Q1 2026 | 5/11/2026 | 2 |
| 4430 | Riverpoint Wealth Management Holdings, LLC | $470M | Q1 2026 | 5/4/2026 | 62 |
| 4431 | Granite Bay Wealth Management, LLC | $470M | Q1 2026 | 5/1/2026 | 94 |
| 4432 | Astoria Portfolio Advisors LLC. | $470M | Q1 2026 | 4/28/2026 | 296 |
| 4433 | Tygh Capital Management, Inc. | $470M | Q2 2014 | 8/6/2014 | 116 |
| 4434 | Uniting Wealth Partners, LLC | $470M | Q1 2026 | 4/22/2026 | 205 |
| 4435 | Stonebrook Private Inc. | $470M | Q1 2026 | 5/11/2026 | 225 |
| 4436 | CM WEALTH ADVISORS LLC | $470M | Q1 2026 | 5/8/2026 | 146 |
| 4437 | Abel Hall, LLC | $469M | Q1 2026 | 4/28/2026 | 811 |
| 4438 | Kraft, Davis & Associates, LLC | $469M | Q1 2026 | 5/1/2026 | 151 |
| 4439 | Archer Investment Corp | $469M | Q1 2026 | 5/4/2026 | 1,248 |
| 4440 | Regents Gate Capital LLP | $469M | Q1 2026 | 5/7/2026 | 36 |
| 4441 | Mass General Brigham, Inc | $469M | Q1 2026 | 5/5/2026 | 6 |
| 4442 | VOISARD ASSET MANAGEMENT GROUP, INC. | $469M | Q1 2026 | 4/10/2026 | 104 |
| 4443 | Third Rock Ventures, LLC | $468M | Q2 2014 | 7/30/2014 | 4 |
| 4444 | Stieven Capital Advisors, L.P. | $468M | Q1 2026 | 5/15/2026 | 35 |
| 4445 | Lightrock Netherlands B.V. | $468M | Q1 2026 | 5/6/2026 | 39 |
| 4446 | Keystone Wealth Services, LLC | $468M | Q1 2026 | 5/13/2026 | 294 |
| 4447 | Solel Partners LP | $468M | Q1 2026 | 5/15/2026 | 19 |
| 4448 | Verde Capital Management | $468M | Q1 2026 | 4/17/2026 | 69 |
| 4449 | Panview Capital Ltd | $467M | Q1 2026 | 5/14/2026 | 12 |
| 4450 | Hartree Partners, LP | $467M | Q1 2026 | 5/12/2026 | 120 |
| 4451 | SCGF III MANAGEMENT LLC | $467M | Q2 2014 | 8/8/2014 | 4 |
| 4452 | Jones Hill Capital LP | $466M | Q1 2026 | 5/14/2026 | 26 |
| 4453 | UNIO CAPITAL LLC | $466M | Q1 2026 | 5/15/2026 | 21 |
| 4454 | Scepter Holdings, Inc. | $466M | Q1 2014 | 5/14/2014 | 85 |
| 4455 | Liquid Strategies, LLC | $465M | Q1 2026 | 5/1/2026 | 9 |
| 4456 | Renaissance Investment Group LLC | $465M | Q1 2026 | 4/15/2026 | 81 |
| 4457 | Canal Insurance CO | $465M | Q1 2026 | 5/4/2026 | 76 |
| 4458 | SC XII MANAGEMENT LLC | $465M | Q2 2014 | 8/8/2014 | 4 |
| 4459 | Atlanta Consulting Group Advisors, LLC | $465M | Q1 2026 | 5/15/2026 | 143 |
| 4460 | Rezny Wealth Management, Inc. | $464M | Q1 2026 | 5/13/2026 | 38 |
| 4461 | RWC ASSET ADVISORS (US) LLC | $464M | Q1 2026 | 4/27/2026 | 14 |
| 4462 | Cypress Point Wealth Management, LLC | $464M | Q1 2026 | 4/13/2026 | 123 |
| 4463 | Investors Capital Advisory Services | $464M | Q1 2014 | 4/15/2014 | 671 |
| 4464 | DDFG, Inc | $464M | Q1 2026 | 4/22/2026 | 86 |
| 4465 | Curtis Advisory Group, LLC | $464M | Q1 2026 | 5/8/2026 | 118 |
| 4466 | DecisionPoint Financial, LLC | $464M | Q1 2026 | 5/6/2026 | 679 |
| 4467 | Wiser Wealth Management, Inc | $464M | Q1 2026 | 4/13/2026 | 58 |
| 4468 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $464M | Q1 2026 | 4/30/2026 | 142 |
| 4469 | CLEAR WAVE WEALTH MANAGEMENT LLC | $463M | Q1 2026 | 5/13/2026 | 177 |
| 4470 | Richard P Slaughter Associates Inc | $463M | Q1 2026 | 4/13/2026 | 99 |
| 4471 | VANTAGE WEALTH | $463M | Q4 2025 | 1/14/2026 | 30 |
| 4472 | HUSSMAN STRATEGIC ADVISORS, INC. | $463M | Q1 2026 | 5/11/2026 | 268 |
| 4473 | Coalescence Partners Investment Management, LP | $463M | Q1 2026 | 5/14/2026 | 12 |
| 4474 | Smith & Howard Wealth Management, LLC | $462M | Q1 2026 | 4/27/2026 | 88 |
| 4475 | Sanchez Wealth Management Group | $462M | Q1 2026 | 4/29/2026 | 53 |
| 4476 | Alliance Wealth Advisors, LLC /UT | $462M | Q1 2026 | 5/12/2026 | 228 |
| 4477 | NatWest Group plc | $462M | Q1 2026 | 5/11/2026 | 44 |
| 4478 | ParaFi Capital LP | $462M | Q1 2026 | 5/15/2026 | 22 |
| 4479 | Aristides Capital LLC | $462M | Q1 2026 | 5/14/2026 | 170 |
| 4480 | Castle Rock Wealth Management, LLC | $462M | Q1 2026 | 4/8/2026 | 262 |
| 4481 | Trinity Legacy Partners, LLC | $462M | Q1 2026 | 4/16/2026 | 106 |
| 4482 | Pacific Ridge Capital Partners, LLC | $462M | Q1 2026 | 5/11/2026 | 137 |
| 4483 | GARDNER LEWIS ASSET MANAGEMENT L P | $462M | Q1 2026 | 5/8/2026 | 78 |
| 4484 | DAGCO, INC. | $461M | Q1 2026 | 4/20/2026 | 353 |
| 4485 | Quotient Investors, LLC | $461M | Q2 2014 | 7/18/2014 | 253 |
| 4486 | Weaver Capital Management LLC | $461M | Q1 2026 | 4/17/2026 | 174 |
| 4487 | BUILDER INVESTMENT GROUP INC /ADV | $461M | Q1 2026 | 4/14/2026 | 102 |
| 4488 | Fulcrum Capital LLC | $461M | Q1 2026 | 4/30/2026 | 101 |
| 4489 | Foresite Capital Management VI LLC | $460M | Q1 2026 | 5/15/2026 | 17 |
| 4490 | MORTON COMMUNITY BANK | $460M | Q1 2026 | 5/14/2026 | 115 |
| 4491 | Rockline Wealth Management, LLC | $460M | Q1 2026 | 4/30/2026 | 108 |
| 4492 | Pureheart Capital Pte Ltd. | $459M | Q1 2026 | 5/15/2026 | 1 |
| 4493 | Mizuho Asset Management Co.,Ltd. | $459M | Q2 2014 | 8/8/2014 | 668 |
| 4494 | PRUDENT INVESTORS NETWORK, INC. | $459M | Q1 2026 | 5/11/2026 | 74 |
| 4495 | Fielder Capital Group LLC | $459M | Q1 2026 | 5/12/2026 | 290 |
| 4496 | VALICENTI ADVISORY SERVICES INC | $459M | Q1 2026 | 4/14/2026 | 84 |
| 4497 | Ancient Art, L.P. | $459M | Q1 2026 | 5/15/2026 | 16 |
| 4498 | COMMUNITY BANK SYSTEM, INC. | $458M | Q2 2014 | 7/25/2014 | 392 |
| 4499 | United American Securities Inc. (d/b/a UAS Asset Management) | $458M | Q1 2026 | 5/13/2026 | 11 |
| 4500 | Olstein Capital Management, L.P. | $458M | Q1 2026 | 4/21/2026 | 99 |
| 4501 | Maxi Investments CY Ltd | $458M | Q1 2026 | 5/14/2026 | 83 |
| 4502 | Highstreet Asset Management Inc. | $457M | Q2 2014 | 7/23/2014 | 117 |
| 4503 | Alliance Wealth Management Group | $457M | Q1 2026 | 4/29/2026 | 97 |
| 4504 | Grassi Investment Management | $457M | Q2 2014 | 7/8/2014 | 135 |
| 4505 | Madrona Financial Services, LLC | $457M | Q1 2026 | 4/14/2026 | 123 |
| 4506 | Venor Capital Management LP | $457M | Q1 2014 | 5/15/2014 | 16 |
| 4507 | Farringdon Capital, Ltd. | $457M | Q1 2026 | 5/15/2026 | 359 |
| 4508 | Thrive Capital Management, LLC | $456M | Q1 2026 | 4/27/2026 | 169 |
| 4509 | BRC Group Holdings, Inc. | $456M | Q1 2026 | 5/15/2026 | 21 |
| 4510 | Eldridge Investment Advisors, Inc. | $456M | Q1 2026 | 5/11/2026 | 154 |
| 4511 | LANDAAS & CO /WI /ADV | $456M | Q1 2026 | 4/30/2026 | 130 |
| 4512 | Halter Ferguson Financial Inc. | $456M | Q1 2026 | 4/28/2026 | 38 |
| 4513 | Integre Asset Management, LLC | $456M | Q1 2014 | 5/14/2014 | 159 |
| 4514 | FWL INVESTMENT MANAGEMENT, LLC | $456M | Q1 2026 | 5/15/2026 | 346 |
| 4515 | ENTRUST GLOBAL PARTNERS L L C | $456M | Q1 2026 | 5/15/2026 | 5 |
| 4516 | Adams Wealth Management | $455M | Q1 2026 | 5/11/2026 | 145 |
| 4517 | Herold Advisors, Inc. | $455M | Q1 2026 | 5/14/2026 | 263 |
| 4518 | WEST MICHIGAN ADVISORS, LLC | $455M | Q1 2026 | 5/5/2026 | 298 |
| 4519 | AM INVESTMENT STRATEGIES LLC | $455M | Q1 2026 | 4/29/2026 | 111 |
| 4520 | CYPRESS ASSET MANAGEMENT INC/TX | $455M | Q4 2025 | 1/29/2026 | 105 |
| 4521 | Garden State Investment Advisory Services LLC | $455M | Q1 2026 | 5/13/2026 | 339 |
| 4522 | Herring Creek Capital Management, LLC | $455M | Q1 2014 | 5/15/2014 | 25 |
| 4523 | Aries Wealth Management | $455M | Q1 2026 | 5/14/2026 | 234 |
| 4524 | Twelve Points Wealth Management LLC | $455M | Q1 2026 | 4/14/2026 | 200 |
| 4525 | Paradiem, LLC | $454M | Q1 2026 | 5/4/2026 | 70 |
| 4526 | Barry Investment Advisors, LLC | $454M | Q1 2026 | 4/23/2026 | 99 |
| 4527 | PEDDOCK CAPITAL ADVISORS, LLC | $453M | Q1 2026 | 4/15/2026 | 166 |
| 4528 | Vodafone Ventures Ltd | $453M | Q1 2026 | 5/13/2026 | 1 |
| 4529 | Act Two Investors LLC | $453M | Q1 2026 | 5/8/2026 | 36 |
| 4530 | WALLER FINANCIAL PLANNING GROUP, INC | $453M | Q1 2026 | 4/3/2026 | 74 |
| 4531 | Bulltick Wealth Management, LLC | $453M | Q1 2026 | 4/27/2026 | 137 |
| 4532 | Granite Investment Advisors, LLC | $453M | Q2 2014 | 7/23/2014 | 101 |
| 4533 | Compton Financial Group, LLC | $453M | Q1 2026 | 4/28/2026 | 71 |
| 4534 | Wolff Financial Management LLC | $453M | Q1 2026 | 4/15/2026 | 103 |
| 4535 | Addison Advisors LLC | $452M | Q1 2026 | 5/8/2026 | 980 |
| 4536 | Blankinship & Foster, LLC | $452M | Q1 2026 | 4/17/2026 | 75 |
| 4537 | Waterway Wealth Management, LLC | $452M | Q1 2026 | 4/21/2026 | 90 |
| 4538 | Essex Bank | $452M | Q1 2026 | 4/17/2026 | 305 |
| 4539 | Leverty Financial Group, LLC | $452M | Q1 2026 | 4/9/2026 | 44 |
| 4540 | HGC Investment Management Inc. | $451M | Q1 2026 | 5/15/2026 | 172 |
| 4541 | Marion Wealth Management | $451M | Q1 2026 | 5/12/2026 | 146 |
| 4542 | CDAM (UK) Ltd | $451M | Q1 2026 | 5/14/2026 | 11 |
| 4543 | Lind Value II ApS | $451M | Q1 2026 | 5/11/2026 | 8 |
| 4544 | Vigilant Capital Management, LLC | $451M | Q2 2014 | 7/18/2014 | 248 |
| 4545 | SW Investment Management LLC | $451M | Q1 2026 | 5/8/2026 | 8 |
| 4546 | Magnitude Capital, LLC | $450M | Q1 2026 | 5/12/2026 | 1 |
| 4547 | Shelter Mutual Insurance Co | $450M | Q1 2026 | 4/29/2026 | 58 |
| 4548 | Raab & Moskowitz Asset Management LLC | $450M | Q1 2026 | 5/21/2026 | 187 |
| 4549 | E&G Advisors, LP | $449M | Q1 2026 | 4/21/2026 | 236 |
| 4550 | NVWM, LLC | $449M | Q1 2026 | 4/27/2026 | 747 |
| 4551 | Miramar Capital, LLC | $449M | Q1 2026 | 5/11/2026 | 56 |
| 4552 | Polaris Wealth Advisory Group, LLC | $449M | Q2 2014 | 8/5/2014 | 72 |
| 4553 | Compton Wealth Advisory Group, LLC | $449M | Q1 2026 | 4/14/2026 | 85 |
| 4554 | one8zero8, LLC | $449M | Q1 2026 | 5/7/2026 | 260 |
| 4555 | Petix & Botte Co | $449M | Q1 2026 | 4/30/2026 | 272 |
| 4556 | Wealth Advisory Solutions, LLC | $449M | Q1 2026 | 4/22/2026 | 142 |
| 4557 | Post Oak Energy Holdings, LLC | $449M | Q1 2026 | 5/15/2026 | 1 |
| 4558 | CHAPIN DAVIS, INC. | $449M | Q1 2026 | 4/21/2026 | 261 |
| 4559 | Financial & Tax Architects, LLC | $448M | Q1 2026 | 4/23/2026 | 108 |
| 4560 | American Investment Services, Inc. | $448M | Q1 2026 | 5/13/2026 | 132 |
| 4561 | Farmers National Bank | $448M | Q4 2025 | 3/12/2026 | 185 |
| 4562 | Fortitude Family Office, LLC | $448M | Q1 2026 | 4/15/2026 | 1,886 |
| 4563 | PLIMOTH TRUST CO LLC | $447M | Q1 2026 | 4/27/2026 | 173 |
| 4564 | QCM Cayman, Ltd. | $447M | Q1 2014 | 5/14/2014 | 281 |
| 4565 | Toscafund Asset Management LLP | $446M | Q1 2014 | 5/29/2014 | 17 |
| 4566 | IAM Advisory, LLC | $446M | Q1 2026 | 4/10/2026 | 95 |
| 4567 | PHILADELPHIA INTERNATIONAL ADVISORS LP | $446M | Q2 2014 | 7/29/2014 | 77 |
| 4568 | PEAVINE CAPITAL, LLC | $446M | Q1 2026 | 4/22/2026 | 9 |
| 4569 | Stokes Capital Advisors, LLC | $446M | Q1 2026 | 4/23/2026 | 104 |
| 4570 | GUIDANCE CAPITAL, INC | $446M | Q1 2026 | 5/8/2026 | 229 |
| 4571 | Weil Company, Inc. | $445M | Q1 2026 | 4/15/2026 | 115 |
| 4572 | Rialto Wealth Management, LLC | $445M | Q1 2026 | 5/14/2026 | 1,730 |
| 4573 | MARATHON CAPITAL MANAGEMENT | $445M | Q1 2026 | 5/13/2026 | 171 |
| 4574 | NORTHSTAR ASSET MANAGEMENT Co | $445M | Q1 2026 | 4/23/2026 | 145 |
| 4575 | Bulldog Investors, LLP | $445M | Q1 2026 | 5/8/2026 | 216 |
| 4576 | Benin Management CORP | $445M | Q1 2026 | 4/10/2026 | 146 |
| 4577 | Mandatum Life Insurance Co Ltd | $445M | Q1 2026 | 5/5/2026 | 84 |
| 4578 | AMI INVESTMENT MANAGEMENT INC | $445M | Q1 2026 | 4/15/2026 | 77 |
| 4579 | J. Derek Lewis & Associates Inc. | $445M | Q1 2026 | 5/21/2026 | 211 |
| 4580 | CATAWBA CAPITAL MANAGEMENT /VA | $445M | Q2 2014 | 7/15/2014 | 254 |
| 4581 | Abacus FCF Advisors LLC | $444M | Q1 2026 | 4/8/2026 | 52 |
| 4582 | COLLECTIVE FAMILY OFFICE LLC | $444M | Q1 2026 | 4/2/2026 | 156 |
| 4583 | Sand Grove Capital Management LLP | $444M | Q1 2026 | 5/15/2026 | 19 |
| 4584 | WELCH CAPITAL PARTNERS LLC/NY | $444M | Q1 2026 | 5/7/2026 | 26 |
| 4585 | Aspire Capital Advisors LLC | $444M | Q1 2026 | 4/22/2026 | 122 |
| 4586 | AUGUSTINE ASSET MANAGEMENT INC | $444M | Q1 2026 | 4/13/2026 | 112 |
| 4587 | Fermata Advisors, LLC | $444M | Q1 2026 | 4/8/2026 | 232 |
| 4588 | MSF Capital, LLC | $444M | Q1 2014 | 5/6/2014 | 47 |
| 4589 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | $444M | Q1 2026 | 5/11/2026 | 85 |
| 4590 | Centurion Wealth Management LLC | $444M | Q1 2026 | 4/10/2026 | 316 |
| 4591 | TIFF ADVISORY SERVICES, LLC | $444M | Q1 2026 | 5/12/2026 | 25 |
| 4592 | TOWNSQUARE CAPITAL LLC | $444M | Q1 2026 | 5/13/2026 | 253 |
| 4593 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $443M | Q1 2026 | 4/15/2026 | 99 |
| 4594 | Prentice Wealth Management LLC | $443M | Q1 2026 | 4/17/2026 | 117 |
| 4595 | Coston, McIsaac & Partners | $443M | Q1 2026 | 4/22/2026 | 941 |
| 4596 | Aspire Private Capital, LLC | $443M | Q1 2026 | 4/22/2026 | 170 |
| 4597 | Cornerstone Planning, LLC | $443M | Q1 2026 | 5/11/2026 | 141 |
| 4598 | Grey Ledge Advisors, LLC | $443M | Q1 2026 | 4/20/2026 | 239 |
| 4599 | Beacon Financial Advisory LLC | $443M | Q1 2026 | 4/27/2026 | 402 |
| 4600 | Next Level Private LLC | $443M | Q1 2026 | 4/23/2026 | 175 |