Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4401 | F&V Capital Management, LLC | $470M | Q4 2025 | 3/26/2026 | 60 |
| 4402 | PCM Encore, LLC | $470M | Q4 2025 | 2/13/2026 | 428 |
| 4403 | CONTINENTAL GENERAL INSURANCE CO | $470M | Q4 2025 | 2/13/2026 | 7 |
| 4404 | Tygh Capital Management, Inc. | $470M | Q2 2014 | 8/6/2014 | 116 |
| 4405 | Wendel SE | $470M | Q4 2025 | 2/6/2026 | 1 |
| 4406 | Fielder Capital Group LLC | $470M | Q4 2025 | 2/10/2026 | 277 |
| 4407 | Platform Technology Partners | $470M | Q4 2025 | 2/13/2026 | 260 |
| 4408 | UPTICK PARTNERS, LLC | $469M | Q4 2025 | 2/2/2026 | 278 |
| 4409 | HARVEY CAPITAL MANAGEMENT INC | $469M | Q4 2025 | 2/17/2026 | 78 |
| 4410 | Verde Capital Management | $469M | Q4 2025 | 2/6/2026 | 67 |
| 4411 | Adams Wealth Management | $469M | Q4 2025 | 2/18/2026 | 180 |
| 4412 | HS Management Partners, LLC | $469M | Q4 2025 | 2/9/2026 | 24 |
| 4413 | JOHO CAPITAL LLC | $469M | Q4 2025 | 2/17/2026 | 9 |
| 4414 | Third Rock Ventures, LLC | $468M | Q2 2014 | 7/30/2014 | 4 |
| 4415 | MSH Capital Advisors LLC | $468M | Q4 2025 | 2/9/2026 | 274 |
| 4416 | Madrona Financial Services, LLC | $468M | Q4 2025 | 1/22/2026 | 128 |
| 4417 | Coyle Financial Counsel LLC | $468M | Q4 2025 | 2/10/2026 | 114 |
| 4418 | Sanchez Wealth Management Group | $468M | Q4 2025 | 2/4/2026 | 51 |
| 4419 | Brooklyn FI, LLC | $467M | Q4 2025 | 1/21/2026 | 80 |
| 4420 | Patient Square Capital LP | $467M | Q4 2025 | 2/12/2026 | 28 |
| 4421 | CMH Wealth Management LLC | $467M | Q4 2025 | 1/13/2026 | 53 |
| 4422 | SCGF III MANAGEMENT LLC | $467M | Q2 2014 | 8/8/2014 | 4 |
| 4423 | Mascoma Wealth Management LLC | $466M | Q4 2025 | 2/4/2026 | 495 |
| 4424 | Scepter Holdings, Inc. | $466M | Q1 2014 | 5/14/2014 | 85 |
| 4425 | Investor's Fiduciary Advisor Network, LLC | $466M | Q4 2025 | 2/12/2026 | 273 |
| 4426 | Legacy Capital Wealth Partners, LLC | $466M | Q4 2025 | 1/16/2026 | 376 |
| 4427 | Riverpoint Wealth Management Holdings, LLC | $466M | Q4 2025 | 2/10/2026 | 59 |
| 4428 | Integrated Quantitative Investments LLC | $466M | Q4 2025 | 2/12/2026 | 388 |
| 4429 | SC XII MANAGEMENT LLC | $465M | Q2 2014 | 8/8/2014 | 4 |
| 4430 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $465M | Q4 2025 | 2/17/2026 | 31 |
| 4431 | ALTA FOX CAPITAL MANAGEMENT, LLC | $465M | Q4 2025 | 2/13/2026 | 13 |
| 4432 | MARATHON CAPITAL MANAGEMENT | $465M | Q4 2025 | 1/29/2026 | 171 |
| 4433 | ER Collective Holdings, LLC | $465M | Q4 2025 | 2/17/2026 | 1 |
| 4434 | Investors Capital Advisory Services | $464M | Q1 2014 | 4/15/2014 | 671 |
| 4435 | Alpine Global Management, LLC | $464M | Q4 2025 | 2/26/2026 | 344 |
| 4436 | HOURGLASS CAPITAL, LLC | $464M | Q4 2025 | 1/14/2026 | 114 |
| 4437 | NASPERS LTD | $463M | Q4 2025 | 2/17/2026 | 3 |
| 4438 | VOISARD ASSET MANAGEMENT GROUP, INC. | $463M | Q4 2025 | 1/20/2026 | 100 |
| 4439 | BUILDER INVESTMENT GROUP INC /ADV | $463M | Q4 2025 | 1/28/2026 | 102 |
| 4440 | CLUNE & ASSOCIATES, LTD. | $463M | Q4 2025 | 2/9/2026 | 166 |
| 4441 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | $463M | Q4 2025 | 1/26/2026 | 74 |
| 4442 | Triumph Capital Management | $463M | Q4 2025 | 2/12/2026 | 1,769 |
| 4443 | MORTON COMMUNITY BANK | $463M | Q4 2025 | 2/13/2026 | 115 |
| 4444 | ICON ADVISERS INC/CO | $463M | Q4 2025 | 2/13/2026 | 184 |
| 4445 | Mudita Advisors LLP | $463M | Q4 2025 | 2/13/2026 | 21 |
| 4446 | Blankinship & Foster, LLC | $463M | Q4 2025 | 1/23/2026 | 79 |
| 4447 | Dorsey Wright & Associates | $463M | Q4 2025 | 2/20/2026 | 132 |
| 4448 | VANTAGE WEALTH | $463M | Q4 2025 | 1/14/2026 | 30 |
| 4449 | Castle Rock Wealth Management, LLC | $463M | Q4 2025 | 2/5/2026 | 261 |
| 4450 | RIPOSTE CAPITAL LLC | $462M | Q4 2025 | 2/17/2026 | 32 |
| 4451 | Davidson Capital Management Inc. | $462M | Q4 2025 | 1/28/2026 | 117 |
| 4452 | SPEECE THORSON CAPITAL GROUP INC | $462M | Q4 2025 | 1/29/2026 | 42 |
| 4453 | Alliance Wealth Advisors, LLC /UT | $462M | Q4 2025 | 2/2/2026 | 250 |
| 4454 | Kiltearn Partners LLP | $462M | Q4 2025 | 2/13/2026 | 28 |
| 4455 | Essex Bank | $461M | Q4 2025 | 2/2/2026 | 312 |
| 4456 | Quotient Investors, LLC | $461M | Q2 2014 | 7/18/2014 | 253 |
| 4457 | Rudius Management LP | $461M | Q4 2025 | 2/17/2026 | 3 |
| 4458 | Francisco Partners Management, LP | $461M | Q4 2025 | 2/13/2026 | 3 |
| 4459 | WestCap Management, LLC | $460M | Q4 2025 | 2/12/2026 | 2 |
| 4460 | Empire Financial Management Company, LLC | $460M | Q4 2025 | 2/12/2026 | 210 |
| 4461 | NVWM, LLC | $460M | Q4 2025 | 1/20/2026 | 747 |
| 4462 | Liquid Strategies, LLC | $459M | Q4 2025 | 1/27/2026 | 8 |
| 4463 | Mizuho Asset Management Co.,Ltd. | $459M | Q2 2014 | 8/8/2014 | 668 |
| 4464 | Foyston, Gordon & Payne Inc | $459M | Q4 2025 | 2/11/2026 | 58 |
| 4465 | one8zero8, LLC | $459M | Q4 2025 | 2/17/2026 | 260 |
| 4466 | 111 Capital | $458M | Q4 2025 | 2/11/2026 | 322 |
| 4467 | COMMUNITY BANK SYSTEM, INC. | $458M | Q2 2014 | 7/25/2014 | 392 |
| 4468 | Cypress Point Wealth Management, LLC | $458M | Q4 2025 | 2/2/2026 | 90 |
| 4469 | Miramar Capital, LLC | $458M | Q4 2025 | 2/11/2026 | 56 |
| 4470 | Compton Wealth Advisory Group, LLC | $458M | Q4 2025 | 1/13/2026 | 85 |
| 4471 | Raab & Moskowitz Asset Management LLC | $457M | Q4 2025 | 1/20/2026 | 189 |
| 4472 | Highstreet Asset Management Inc. | $457M | Q2 2014 | 7/23/2014 | 117 |
| 4473 | Grassi Investment Management | $457M | Q2 2014 | 7/8/2014 | 135 |
| 4474 | Boxer Capital Management, LLC | $457M | Q4 2025 | 2/17/2026 | 45 |
| 4475 | DDFG, Inc | $457M | Q4 2025 | 1/8/2026 | 87 |
| 4476 | Venor Capital Management LP | $457M | Q1 2014 | 5/15/2014 | 16 |
| 4477 | Ashford Advisors, LLC | $457M | Q4 2025 | 1/23/2026 | 20 |
| 4478 | H/2 CREDIT MANAGER LP | $457M | Q4 2025 | 2/17/2026 | 19 |
| 4479 | Centurion Wealth Management LLC | $457M | Q4 2025 | 1/14/2026 | 312 |
| 4480 | NEW YORK LIFE INSURANCE CO | $456M | Q4 2025 | 2/11/2026 | 6 |
| 4481 | Alliance Wealth Management Group | $456M | Q4 2025 | 1/21/2026 | 94 |
| 4482 | Integre Asset Management, LLC | $456M | Q1 2014 | 5/14/2014 | 159 |
| 4483 | Pacific Ridge Capital Partners, LLC | $456M | Q4 2025 | 2/4/2026 | 138 |
| 4484 | WESTERLY CAPITAL MANAGEMENT, LLC | $455M | Q4 2025 | 2/17/2026 | 41 |
| 4485 | Crusonia Wealth Advisors LLC | $455M | Q4 2025 | 2/18/2026 | 178 |
| 4486 | SoftVest Advisors, LLC | $455M | Q4 2025 | 2/13/2026 | 3 |
| 4487 | Eagle Health Investments LP | $455M | Q4 2025 | 2/6/2026 | 30 |
| 4488 | Halter Ferguson Financial Inc. | $455M | Q4 2025 | 2/5/2026 | 36 |
| 4489 | CYPRESS ASSET MANAGEMENT INC/TX | $455M | Q4 2025 | 1/29/2026 | 105 |
| 4490 | Herring Creek Capital Management, LLC | $455M | Q1 2014 | 5/15/2014 | 25 |
| 4491 | RPg Family Wealth Advisory, LLC | $455M | Q4 2025 | 2/13/2026 | 124 |
| 4492 | LANDAAS & CO /WI /ADV | $455M | Q4 2025 | 1/21/2026 | 126 |
| 4493 | DecisionPoint Financial, LLC | $454M | Q4 2025 | 1/29/2026 | 727 |
| 4494 | Almitas Capital LLC | $454M | Q4 2025 | 2/17/2026 | 107 |
| 4495 | Garden State Investment Advisory Services LLC | $454M | Q4 2025 | 2/17/2026 | 325 |
| 4496 | Eldridge Investment Advisors, Inc. | $454M | Q4 2025 | 2/11/2026 | 157 |
| 4497 | Horiko Capital Management LLC | $454M | Q4 2025 | 2/13/2026 | 17 |
| 4498 | WALLER FINANCIAL PLANNING GROUP, INC | $453M | Q1 2026 | 4/3/2026 | 74 |
| 4499 | REVERENCE CAPITAL PARTNERS, L.P. | $453M | Q4 2025 | 2/6/2026 | 1 |
| 4500 | Bridgewealth Advisory Group, LLC | $453M | Q4 2025 | 2/4/2026 | 130 |
| 4501 | Granite Investment Advisors, LLC | $453M | Q2 2014 | 7/23/2014 | 101 |
| 4502 | Shakespeare Wealth Management, LLC | $453M | Q4 2025 | 2/6/2026 | 106 |
| 4503 | Nitorum Capital, L.P. | $452M | Q4 2025 | 2/17/2026 | 25 |
| 4504 | Capital Management Associates, Inc | $452M | Q4 2025 | 1/21/2026 | 156 |
| 4505 | Winch Advisory Services, LLC | $452M | Q4 2025 | 2/3/2026 | 520 |
| 4506 | Aries Wealth Management | $452M | Q4 2025 | 1/30/2026 | 233 |
| 4507 | Retirement Solution LLC | $451M | Q4 2025 | 1/29/2026 | 60 |
| 4508 | Scott Capital Advisors, LLC | $451M | Q4 2025 | 1/12/2026 | 53 |
| 4509 | Beacon Harbor Wealth Advisors, Inc. | $451M | Q4 2025 | 1/23/2026 | 70 |
| 4510 | Vigilant Capital Management, LLC | $451M | Q2 2014 | 7/18/2014 | 248 |
| 4511 | IAM Advisory, LLC | $450M | Q4 2025 | 1/7/2026 | 104 |
| 4512 | Marion Wealth Management | $450M | Q4 2025 | 1/26/2026 | 144 |
| 4513 | Wiser Wealth Management, Inc | $450M | Q4 2025 | 1/12/2026 | 55 |
| 4514 | CAPITAL CITY TRUST CO/FL | $450M | Q4 2025 | 2/3/2026 | 112 |
| 4515 | Aspire Private Capital, LLC | $450M | Q4 2025 | 1/16/2026 | 169 |
| 4516 | LONG WALK MANAGEMENT LP | $449M | Q4 2025 | 2/12/2026 | 10 |
| 4517 | SILVERLAKE WEALTH MANAGEMENT LLC | $449M | Q4 2025 | 1/9/2026 | 358 |
| 4518 | Barry Investment Advisors, LLC | $449M | Q4 2025 | 2/9/2026 | 102 |
| 4519 | Polaris Wealth Advisory Group, LLC | $449M | Q2 2014 | 8/5/2014 | 72 |
| 4520 | Thrive Capital Management, LLC | $449M | Q4 2025 | 2/9/2026 | 174 |
| 4521 | Bulldog Investors, LLP | $449M | Q4 2025 | 2/13/2026 | 221 |
| 4522 | Graticule Asia Macro Advisors LLC | $449M | Q4 2025 | 2/6/2026 | 2 |
| 4523 | Raub Brock Capital Management LP | $449M | Q4 2025 | 1/15/2026 | 40 |
| 4524 | PLIMOTH TRUST CO LLC | $449M | Q4 2025 | 1/27/2026 | 172 |
| 4525 | KETTLE HILL CAPITAL MANAGEMENT, LLC | $448M | Q4 2025 | 2/17/2026 | 39 |
| 4526 | Shelter Mutual Insurance Co | $448M | Q4 2025 | 2/13/2026 | 58 |
| 4527 | Benin Management CORP | $448M | Q4 2025 | 1/12/2026 | 138 |
| 4528 | Farmers National Bank | $448M | Q4 2025 | 3/12/2026 | 185 |
| 4529 | Herold Advisors, Inc. | $447M | Q4 2025 | 2/17/2026 | 247 |
| 4530 | PIER 88 INVESTMENT PARTNERS LLC | $447M | Q4 2025 | 2/4/2026 | 117 |
| 4531 | QCM Cayman, Ltd. | $447M | Q1 2014 | 5/14/2014 | 281 |
| 4532 | RIT CAPITAL PARTNERS PLC | $447M | Q4 2025 | 2/9/2026 | 12 |
| 4533 | E&G Advisors, LP | $447M | Q4 2025 | 1/23/2026 | 231 |
| 4534 | TORNO CAPITAL, LLC | $447M | Q4 2025 | 2/17/2026 | 71 |
| 4535 | Wealth Group Ltd | $447M | Q4 2025 | 1/12/2026 | 89 |
| 4536 | Fairvoy Private Wealth, LLC | $447M | Q4 2025 | 1/14/2026 | 191 |
| 4537 | Birnam Oak Advisors, LP | $447M | Q4 2025 | 2/17/2026 | 32 |
| 4538 | Toscafund Asset Management LLP | $446M | Q1 2014 | 5/29/2014 | 17 |
| 4539 | 3Chopt Investment Partners, LLC | $446M | Q4 2025 | 2/10/2026 | 231 |
| 4540 | PHILADELPHIA INTERNATIONAL ADVISORS LP | $446M | Q2 2014 | 7/29/2014 | 77 |
| 4541 | Kraft, Davis & Associates, LLC | $446M | Q4 2025 | 1/14/2026 | 151 |
| 4542 | Frisch Financial Group, Inc. | $446M | Q4 2025 | 2/6/2026 | 163 |
| 4543 | TOWNSQUARE CAPITAL LLC | $446M | Q4 2025 | 2/11/2026 | 244 |
| 4544 | GENWORTH FINANCIAL INC | $446M | Q4 2025 | 1/23/2026 | 2 |
| 4545 | Strategic Family Wealth Counselors, L.L.C. | $446M | Q4 2025 | 2/4/2026 | 217 |
| 4546 | Addison Advisors LLC | $445M | Q4 2025 | 2/6/2026 | 898 |
| 4547 | GR FINANCIAL GROUP, LLC | $445M | Q4 2025 | 2/5/2026 | 28 |
| 4548 | AMI INVESTMENT MANAGEMENT INC | $445M | Q4 2025 | 1/14/2026 | 74 |
| 4549 | Financial & Tax Architects, LLC | $445M | Q4 2025 | 1/21/2026 | 103 |
| 4550 | Bank of New Hampshire | $445M | Q4 2025 | 3/16/2026 | 462 |
| 4551 | Smith & Howard Wealth Management, LLC | $445M | Q4 2025 | 2/3/2026 | 92 |
| 4552 | Wolff Financial Management LLC | $445M | Q4 2025 | 2/6/2026 | 101 |
| 4553 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $445M | Q4 2025 | 1/12/2026 | 151 |
| 4554 | CATAWBA CAPITAL MANAGEMENT /VA | $445M | Q2 2014 | 7/15/2014 | 254 |
| 4555 | MIO Partners, Inc. | $444M | Q4 2025 | 1/28/2026 | 8 |
| 4556 | Twelve Points Wealth Management LLC | $444M | Q4 2025 | 1/23/2026 | 196 |
| 4557 | COLLECTIVE FAMILY OFFICE LLC | $444M | Q1 2026 | 4/2/2026 | 156 |
| 4558 | MSF Capital, LLC | $444M | Q1 2014 | 5/6/2014 | 47 |
| 4559 | Venator Management LLC | $444M | Q4 2025 | 2/12/2026 | 27 |
| 4560 | AXQ CAPITAL, LP | $443M | Q4 2025 | 2/10/2026 | 702 |
| 4561 | Archer Investment Corp | $443M | Q4 2025 | 1/30/2026 | 1,186 |
| 4562 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $443M | Q4 2025 | 2/11/2026 | 234 |
| 4563 | DELTA AIR LINES, INC. | $443M | Q4 2025 | 2/13/2026 | 3 |
| 4564 | Grace & Mercy Foundation, Inc. | $443M | Q4 2025 | 2/17/2026 | 18 |
| 4565 | CM WEALTH ADVISORS LLC | $443M | Q4 2025 | 1/26/2026 | 138 |
| 4566 | Schooner Investment Group, LLC. | $443M | Q2 2014 | 8/4/2014 | 145 |
| 4567 | Grey Ledge Advisors, LLC | $442M | Q4 2025 | 2/5/2026 | 237 |
| 4568 | Outlook Wealth Advisors, LLC | $442M | Q4 2025 | 2/11/2026 | 298 |
| 4569 | Northeast Financial Group, Inc. | $442M | Q4 2025 | 2/17/2026 | 98 |
| 4570 | Ancient Art, L.P. | $442M | Q4 2025 | 2/17/2026 | 11 |
| 4571 | Waterway Wealth Management, LLC | $442M | Q4 2025 | 2/17/2026 | 83 |
| 4572 | Mystic Asset Management, Inc. | $442M | Q4 2025 | 1/28/2026 | 219 |
| 4573 | Park Edge Advisors, LLC | $442M | Q4 2025 | 1/16/2026 | 151 |
| 4574 | Compton Financial Group, LLC | $442M | Q4 2025 | 2/5/2026 | 62 |
| 4575 | Atlanta Consulting Group Advisors, LLC | $442M | Q4 2025 | 2/11/2026 | 160 |
| 4576 | Dynamic Technology Lab Private Ltd | $441M | Q4 2025 | 2/13/2026 | 705 |
| 4577 | Roof Eidam Maycock Peralta, LLC | $441M | Q4 2025 | 1/26/2026 | 128 |
| 4578 | MIC Capital Management UK LLP | $441M | Q4 2025 | 2/17/2026 | 13 |
| 4579 | HALSEY ASSOCIATES INC/CT | $441M | Q1 2014 | 5/14/2014 | 106 |
| 4580 | KR CAPITAL ADVISORS INC | $441M | Q2 2014 | 8/5/2014 | 45 |
| 4581 | First Reserve GP XIII Ltd | $441M | Q4 2025 | 2/17/2026 | 2 |
| 4582 | Aikya Investment Management Ltd | $441M | Q4 2025 | 2/2/2026 | 4 |
| 4583 | Shulman DeMeo Asset Management LLC | $441M | Q4 2025 | 1/14/2026 | 119 |
| 4584 | Petix & Botte Co | $441M | Q4 2025 | 2/5/2026 | 133 |
| 4585 | ASSET ADVISORS CORP | $441M | Q2 2014 | 7/24/2014 | 157 |
| 4586 | Parisi Gray Wealth Management | $440M | Q4 2025 | 1/7/2026 | 135 |
| 4587 | Mason & Associates, LLC | $440M | Q4 2025 | 1/21/2026 | 39 |
| 4588 | Astoria Portfolio Advisors LLC. | $440M | Q4 2025 | 2/24/2026 | 288 |
| 4589 | Bank of Kentucky, Inc. | $439M | Q1 2014 | 5/19/2014 | 288 |
| 4590 | WHITENER CAPITAL MANAGEMENT, INC. | $439M | Q4 2025 | 1/23/2026 | 169 |
| 4591 | Integris Wealth Management, LLC | $439M | Q4 2025 | 1/21/2026 | 121 |
| 4592 | MSOP GP, L.L.C. | $439M | Q4 2025 | 2/17/2026 | 3 |
| 4593 | Regiment Capital Management LLC | $439M | Q2 2014 | 8/1/2014 | 19 |
| 4594 | Crow's Nest Holdings LP | $439M | Q4 2025 | 2/17/2026 | 9 |
| 4595 | WealthBridge Capital Management, LLC | $439M | Q4 2025 | 1/21/2026 | 208 |
| 4596 | Sagil Capital LLP | $439M | Q4 2025 | 2/12/2026 | 21 |
| 4597 | Tree Line Advisors (Hong Kong) Ltd. | $439M | Q4 2025 | 2/13/2026 | 6 |
| 4598 | Leading Edge Financial Planning LLC | $439M | Q4 2025 | 1/21/2026 | 66 |
| 4599 | SECTOR GAMMA AS | $439M | Q4 2025 | 2/12/2026 | 36 |
| 4600 | Millstreet Capital Management LLC | $439M | Q4 2025 | 2/17/2026 | 3 |