Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4401 | BRIGADE CAPITAL MANAGEMENT, LP | $534M | Q2 2026 | 8/13/2026 | 15 |
| 4402 | Sanofi | $534M | Q2 2026 | 7/28/2026 | 10 |
| 4403 | RS CRUM INC. | $533M | Q2 2026 | 8/10/2026 | 103 |
| 4404 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $533M | Q2 2014 | 8/4/2014 | 165 |
| 4405 | Board of Trustees of The Leland Stanford Junior University | $533M | Q2 2026 | 8/12/2026 | 19 |
| 4406 | Technology Crossover Management XI, Ltd. | $533M | Q2 2026 | 8/7/2026 | 2 |
| 4407 | Sovereign Investment Advisors, LLC | $533M | Q2 2026 | 8/14/2026 | 109 |
| 4408 | Catalio Capital Management, LP | $532M | Q2 2026 | 8/14/2026 | 39 |
| 4409 | 3Chopt Investment Partners, LLC | $532M | Q2 2026 | 7/29/2026 | 274 |
| 4410 | Interchange Capital Partners, LLC | $532M | Q2 2026 | 7/20/2026 | 430 |
| 4411 | ICON ADVISERS INC/CO | $532M | Q2 2026 | 8/13/2026 | 195 |
| 4412 | KP Management LLC | $532M | Q2 2026 | 8/14/2026 | 86 |
| 4413 | Cherry Tree Wealth Management, LLC | $532M | Q2 2026 | 9/15/2026 | 594 |
| 4414 | Proxima Capital Management, LLC | $531M | Q1 2014 | 5/15/2014 | 37 |
| 4415 | NORTHSTAR ASSET MANAGEMENT Co | $531M | Q2 2026 | 7/27/2026 | 261 |
| 4416 | Long Run Wealth Advisors, LLC | $531M | Q4 2025 | 2/2/2026 | 106 |
| 4417 | Fortress Investment Group LLC | $531M | Q2 2026 | 8/14/2026 | 25 |
| 4418 | USA FINANCIAL FORMULAS | $531M | Q1 2026 | 4/14/2026 | 437 |
| 4419 | OLD SECOND NATIONAL BANK OF AURORA | $530M | Q2 2026 | 7/21/2026 | 275 |
| 4420 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | $530M | Q2 2026 | 7/14/2026 | 308 |
| 4421 | Thrive Capital Management, LLC | $530M | Q2 2026 | 8/5/2026 | 170 |
| 4422 | CIBC BANK USA | $530M | Q2 2014 | 7/28/2014 | 291 |
| 4423 | Alliance Wealth Advisors, LLC /UT | $530M | Q2 2026 | 7/23/2026 | 235 |
| 4424 | Ballast, Inc. | $530M | Q2 2026 | 7/10/2026 | 156 |
| 4425 | New Hampshire Trust | $530M | Q2 2026 | 7/27/2026 | 176 |
| 4426 | ADAMSBROWN WEALTH CONSULTANTS LLC | $530M | Q2 2026 | 7/9/2026 | 173 |
| 4427 | GARNET EQUITY CAPITAL HOLDINGS, INC. | $530M | Q2 2026 | 8/14/2026 | 29 |
| 4428 | Baker Street Capital Management, LLC | $530M | Q1 2014 | 5/15/2014 | 6 |
| 4429 | VALICENTI ADVISORY SERVICES INC | $530M | Q2 2026 | 7/16/2026 | 83 |
| 4430 | Bridgewealth Advisory Group, LLC | $530M | Q2 2026 | 7/27/2026 | 141 |
| 4431 | Legg Mason Investment Counsel & Trust Co., N.A. | $530M | Q1 2014 | 5/15/2014 | 455 |
| 4432 | Taproot Management LP | $530M | Q1 2026 | 5/13/2026 | 180 |
| 4433 | DMKC Advisory Services, LLC | $530M | Q2 2026 | 7/7/2026 | 92 |
| 4434 | J. Derek Lewis & Associates Inc. | $529M | Q2 2026 | 7/31/2026 | 216 |
| 4435 | Teramo Advisors, LLC | $529M | Q2 2026 | 7/23/2026 | 4 |
| 4436 | First Fiduciary Investment Counsel, Inc. | $529M | Q2 2026 | 7/27/2026 | 75 |
| 4437 | Keudell/Morrison Wealth Management | $529M | Q2 2026 | 7/15/2026 | 260 |
| 4438 | GREAT POINT PARTNERS LLC | $529M | Q2 2026 | 8/14/2026 | 42 |
| 4439 | CLEARLAKE CAPITAL GROUP, L.P. | $529M | Q2 2026 | 8/14/2026 | 6 |
| 4440 | VOISARD ASSET MANAGEMENT GROUP, INC. | $529M | Q2 2026 | 7/13/2026 | 111 |
| 4441 | Compass Wealth Management LLC | $528M | Q2 2026 | 8/7/2026 | 167 |
| 4442 | McClain Value Management LLC | $528M | Q1 2014 | 5/12/2014 | 35 |
| 4443 | Paragon Capital Management Ltd | $528M | Q2 2026 | 7/29/2026 | 223 |
| 4444 | SILVERLAKE WEALTH MANAGEMENT LLC | $528M | Q2 2026 | 8/6/2026 | 394 |
| 4445 | Webs Creek Capital Management LP | $528M | Q2 2026 | 8/14/2026 | 13 |
| 4446 | Auxano Advisors, LLC | $528M | Q2 2026 | 8/7/2026 | 207 |
| 4447 | Global Wealth Strategies & Associates | $528M | Q2 2026 | 7/1/2026 | 97 |
| 4448 | Yelin Lapidot Holdings Management Ltd. | $527M | Q2 2026 | 8/3/2026 | 85 |
| 4449 | NEW YORK LIFE INSURANCE CO | $527M | Q2 2026 | 8/12/2026 | 3 |
| 4450 | Pinion Investment Advisors, LLC | $527M | Q2 2026 | 8/6/2026 | 205 |
| 4451 | Altrius Capital Management Inc | $526M | Q2 2026 | 8/13/2026 | 89 |
| 4452 | Merck & Co., Inc. | $526M | Q2 2026 | 8/7/2026 | 13 |
| 4453 | H/2 CREDIT MANAGER LP | $526M | Q2 2026 | 8/14/2026 | 16 |
| 4454 | UNIO CAPITAL LLC | $526M | Q2 2026 | 8/14/2026 | 19 |
| 4455 | SHAH CAPITAL MANAGEMENT | $526M | Q2 2026 | 8/14/2026 | 9 |
| 4456 | WEST MICHIGAN ADVISORS, LLC | $526M | Q2 2026 | 8/21/2026 | 295 |
| 4457 | STEVENS CAPITAL PARTNERS | $526M | Q2 2026 | 8/7/2026 | 157 |
| 4458 | Beverly Hills Private Wealth, LLC | $525M | Q2 2026 | 8/6/2026 | 255 |
| 4459 | Decagon Asset Management LLP | $525M | Q2 2026 | 8/14/2026 | 104 |
| 4460 | Gryphon International Investment CORP | $525M | Q2 2014 | 7/15/2014 | 25 |
| 4461 | ALONGSIDE, LLC | $525M | Q2 2026 | 8/14/2026 | 190 |
| 4462 | GUARDIAN CAPITAL ADVISORS LP | $524M | Q1 2014 | 5/14/2014 | 175 |
| 4463 | Beacon Bank & Trust | $524M | Q2 2026 | 8/3/2026 | 160 |
| 4464 | DAFNA Capital Management LLC | $524M | Q2 2026 | 8/14/2026 | 88 |
| 4465 | 49 WEALTH MANAGEMENT, LLC | $524M | Q2 2026 | 8/18/2026 | 189 |
| 4466 | Hedeker Wealth, LLC | $524M | Q2 2026 | 8/4/2026 | 92 |
| 4467 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $524M | Q2 2026 | 8/7/2026 | 174 |
| 4468 | Stieven Capital Advisors, L.P. | $524M | Q2 2026 | 8/14/2026 | 36 |
| 4469 | INDEPENDENT INVESTORS INC | $524M | Q2 2026 | 7/16/2026 | 73 |
| 4470 | KNOTT DAVID M | $523M | Q1 2014 | 5/13/2014 | 66 |
| 4471 | WealthPLAN Partners, LLC | $523M | Q2 2026 | 7/28/2026 | 227 |
| 4472 | Newman Dignan & Sheerar, Inc. | $523M | Q2 2026 | 7/14/2026 | 197 |
| 4473 | Wiser Wealth Management, Inc | $523M | Q2 2026 | 7/14/2026 | 75 |
| 4474 | Wealth Group Ltd | $523M | Q2 2026 | 7/10/2026 | 95 |
| 4475 | Rockline Wealth Management, LLC | $522M | Q2 2026 | 7/24/2026 | 107 |
| 4476 | Archer Investment Corp | $522M | Q2 2026 | 8/18/2026 | 1,254 |
| 4477 | Adams Wealth Management | $522M | Q2 2026 | 8/10/2026 | 147 |
| 4478 | Crumly & Associates Inc. | $522M | Q2 2026 | 7/8/2026 | 196 |
| 4479 | Canton Hathaway, LLC | $522M | Q2 2026 | 8/5/2026 | 284 |
| 4480 | Legacy Capital Wealth Partners, LLC | $521M | Q2 2026 | 8/12/2026 | 377 |
| 4481 | AM INVESTMENT STRATEGIES LLC | $521M | Q2 2026 | 7/16/2026 | 114 |
| 4482 | Starwood Real Estate Securities, LLC | $521M | Q1 2014 | 5/15/2014 | 21 |
| 4483 | Scissortail Wealth Management, LLC | $520M | Q2 2026 | 8/5/2026 | 106 |
| 4484 | Churchill Financial Advisors, LLC | $519M | Q2 2026 | 7/15/2026 | 125 |
| 4485 | venBio Partners LLC | $519M | Q2 2026 | 8/14/2026 | 7 |
| 4486 | Compton Financial Group, LLC | $519M | Q2 2026 | 8/12/2026 | 84 |
| 4487 | MINDSET WEALTH MANAGEMENT, LLC | $519M | Q2 2026 | 8/4/2026 | 191 |
| 4488 | Wendel SE | $519M | Q2 2026 | 7/22/2026 | 1 |
| 4489 | GAGNON SECURITIES LLC | $519M | Q2 2026 | 8/4/2026 | 85 |
| 4490 | MBM WEALTH CONSULTANTS, LLC | $519M | Q2 2026 | 7/24/2026 | 123 |
| 4491 | Palo Duro Investment Partners, LP | $518M | Q2 2026 | 8/14/2026 | 32 |
| 4492 | E&G Advisors, LLC | $518M | Q2 2026 | 7/23/2026 | 243 |
| 4493 | Cove Private Wealth, LLC | $518M | Q2 2026 | 7/31/2026 | 207 |
| 4494 | Activest Wealth Management | $518M | Q2 2026 | 7/16/2026 | 1,477 |
| 4495 | Milestones Administradora de Recursos Ltda. | $518M | Q2 2026 | 7/24/2026 | 21 |
| 4496 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $518M | Q2 2026 | 8/11/2026 | 12 |
| 4497 | Operose Advisors LLC | $517M | Q2 2026 | 8/13/2026 | 523 |
| 4498 | Broadleaf Partners, LLC | $517M | Q2 2026 | 8/13/2026 | 86 |
| 4499 | DIVIDEND ASSETS CAPITAL, LLC | $517M | Q2 2026 | 8/12/2026 | 137 |
| 4500 | PRUDENT INVESTORS NETWORK, INC. | $516M | Q2 2026 | 8/13/2026 | 87 |
| 4501 | Fortitude Family Office, LLC | $516M | Q2 2026 | 7/20/2026 | 2,271 |
| 4502 | Searchlight Capital Partners, L.P. | $516M | Q2 2026 | 8/14/2026 | 1 |
| 4503 | Vickerman Investment Advisors, Inc. | $515M | Q2 2026 | 8/13/2026 | 100 |
| 4504 | Curtis Advisory Group, LLC | $515M | Q2 2026 | 7/29/2026 | 117 |
| 4505 | BENEDICT FINANCIAL ADVISORS INC | $515M | Q2 2026 | 7/16/2026 | 142 |
| 4506 | Total Clarity Wealth Management, Inc. | $515M | Q2 2026 | 7/23/2026 | 368 |
| 4507 | Aristides Capital LLC | $514M | Q2 2026 | 8/13/2026 | 162 |
| 4508 | Leverty Financial Group, LLC | $514M | Q2 2026 | 7/10/2026 | 49 |
| 4509 | ENTRUST GLOBAL PARTNERS L L C | $514M | Q2 2026 | 8/14/2026 | 4 |
| 4510 | Navigation Group, LLC | $514M | Q2 2026 | 7/29/2026 | 121 |
| 4511 | JD CAPITAL MANAGEMENT LLC | $514M | Q1 2014 | 5/15/2014 | 149 |
| 4512 | FTV Management Company, L.P. | $514M | Q2 2026 | 8/14/2026 | 1 |
| 4513 | Alliance Wealth Management Group | $514M | Q2 2026 | 8/4/2026 | 103 |
| 4514 | CYPRESS ASSET MANAGEMENT INC/TX | $514M | Q2 2026 | 8/7/2026 | 107 |
| 4515 | BCM ADVISORS, LLC | $514M | Q2 2026 | 7/28/2026 | 80 |
| 4516 | Aspire Capital Advisors LLC | $514M | Q2 2026 | 8/5/2026 | 134 |
| 4517 | Beacon Harbor Wealth Advisors, Inc. | $513M | Q2 2026 | 8/7/2026 | 70 |
| 4518 | IAM Advisory, LLC | $513M | Q2 2026 | 7/14/2026 | 107 |
| 4519 | FIDUCIARY ASSET MANAGEMENT LLC | $513M | Q2 2014 | 7/15/2014 | 90 |
| 4520 | Detalus Advisors, LLC | $513M | Q2 2026 | 7/27/2026 | 191 |
| 4521 | RB Capital Management, LLC | $513M | Q2 2026 | 8/17/2026 | 205 |
| 4522 | Bull Harbor Capital LLC | $513M | Q2 2026 | 8/10/2026 | 552 |
| 4523 | Naria Inc. | $513M | Q2 2026 | 7/14/2026 | 1 |
| 4524 | Magnitude Capital, LLC | $512M | Q2 2026 | 8/14/2026 | 1 |
| 4525 | Retirement Solution LLC | $511M | Q2 2026 | 8/11/2026 | 75 |
| 4526 | Tempus Wealth Planning, LLC | $511M | Q2 2026 | 7/22/2026 | 282 |
| 4527 | Next Level Private LLC | $511M | Q2 2026 | 7/9/2026 | 174 |
| 4528 | Medina Value Partners, LLC | $510M | Q2 2026 | 8/14/2026 | 28 |
| 4529 | Midwest Professional Planners, LTD. | $510M | Q2 2026 | 8/5/2026 | 131 |
| 4530 | WELCH CAPITAL PARTNERS LLC/NY | $510M | Q2 2026 | 8/12/2026 | 26 |
| 4531 | Richard P Slaughter Associates Inc | $510M | Q2 2026 | 7/13/2026 | 106 |
| 4532 | Timothy G. Youngquist 2020 Irrevocable Trust | $510M | Q2 2026 | 8/7/2026 | 115 |
| 4533 | Spruce Street Capital LP | $510M | Q2 2026 | 8/13/2026 | 30 |
| 4534 | Towneley Capital Management, Inc / DE | $509M | Q2 2026 | 7/30/2026 | 46 |
| 4535 | Castle Rock Wealth Management, LLC | $509M | Q2 2026 | 7/7/2026 | 268 |
| 4536 | Alibaba Group Holding Ltd | $509M | Q2 2026 | 8/14/2026 | 2 |
| 4537 | Aries Wealth Management | $509M | Q2 2026 | 7/24/2026 | 242 |
| 4538 | STERNE AGEE GROUP, INC. | $509M | Q1 2014 | 5/8/2014 | 263 |
| 4539 | Financial Sense Advisors, Inc. | $508M | Q2 2026 | 8/14/2026 | 137 |
| 4540 | Renaissance Investment Group LLC | $508M | Q2 2026 | 7/8/2026 | 84 |
| 4541 | HOURGLASS CAPITAL, LLC | $508M | Q2 2026 | 7/30/2026 | 127 |
| 4542 | 55 North Private Wealth, LLC | $508M | Q2 2026 | 7/7/2026 | 304 |
| 4543 | MCRAE CAPITAL MANAGEMENT INC | $508M | Q2 2026 | 7/17/2026 | 113 |
| 4544 | Beacon Financial Advisory LLC | $508M | Q2 2026 | 8/5/2026 | 417 |
| 4545 | HOWARD CAPITAL MANAGEMENT | $508M | Q2 2014 | 7/16/2014 | 109 |
| 4546 | Integrated Investment Consultants, LLC | $508M | Q2 2026 | 8/17/2026 | 271 |
| 4547 | Roof Eidam Maycock Peralta, LLC | $508M | Q2 2026 | 7/24/2026 | 127 |
| 4548 | Old Port Advisors | $508M | Q2 2026 | 7/21/2026 | 267 |
| 4549 | Liberty Street Advisors, Inc. | $507M | Q2 2026 | 8/6/2026 | 4 |
| 4550 | Lomas Capital Management, LLC | $507M | Q1 2014 | 5/15/2014 | 36 |
| 4551 | HGC Investment Management Inc. | $507M | Q2 2026 | 8/14/2026 | 186 |
| 4552 | Lightrock Netherlands B.V. | $506M | Q2 2026 | 8/10/2026 | 37 |
| 4553 | Ulysses Management LLC | $506M | Q2 2026 | 8/14/2026 | 42 |
| 4554 | Herold Advisors, Inc. | $506M | Q2 2026 | 7/22/2026 | 273 |
| 4555 | Keenan Capital, LLC | $506M | Q2 2026 | 8/14/2026 | 11 |
| 4556 | Rialto Wealth Management, LLC | $505M | Q2 2026 | 8/11/2026 | 1,934 |
| 4557 | NJ State Employees Deferred Compensation Plan | $505M | Q2 2014 | 8/11/2014 | 387 |
| 4558 | one8zero8, LLC | $505M | Q2 2026 | 8/10/2026 | 266 |
| 4559 | Eldridge Investment Advisors, Inc. | $505M | Q2 2026 | 8/10/2026 | 163 |
| 4560 | BUILDER INVESTMENT GROUP INC /ADV | $505M | Q2 2026 | 7/17/2026 | 107 |
| 4561 | Abound Wealth Management | $504M | Q2 2026 | 7/10/2026 | 1,361 |
| 4562 | JPL Wealth Management, LLC | $504M | Q2 2026 | 8/13/2026 | 1,876 |
| 4563 | Triangle Securities Wealth Management | $504M | Q2 2026 | 7/14/2026 | 213 |
| 4564 | DDFG, Inc | $504M | Q2 2026 | 7/28/2026 | 92 |
| 4565 | Hollow Brook Wealth Management LLC | $504M | Q2 2026 | 8/14/2026 | 78 |
| 4566 | WealthBridge Capital Management, LLC | $503M | Q2 2026 | 7/24/2026 | 235 |
| 4567 | Smith & Howard Wealth Management, LLC | $503M | Q2 2026 | 8/3/2026 | 98 |
| 4568 | Beirne Wealth Consulting Services, LLC | $503M | Q2 2026 | 7/15/2026 | 102 |
| 4569 | OAKMONT Corp | $503M | Q2 2026 | 8/6/2026 | 31 |
| 4570 | Myriad Asset Management Ltd. | $502M | Q1 2014 | 5/14/2014 | 37 |
| 4571 | CoreCommodity Management, LLC | $502M | Q2 2026 | 8/14/2026 | 124 |
| 4572 | Wolff Financial Management LLC | $501M | Q2 2026 | 7/16/2026 | 106 |
| 4573 | Gifford Fong Associates | $501M | Q4 2025 | 2/10/2026 | 124 |
| 4574 | Planning Project LLC | $501M | Q2 2026 | 9/1/2026 | 26 |
| 4575 | PEDDOCK CAPITAL ADVISORS, LLC | $501M | Q2 2026 | 7/22/2026 | 165 |
| 4576 | FIRST NIAGARA BANK | $501M | Q1 2014 | 5/13/2014 | 228 |
| 4577 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $501M | Q2 2026 | 7/22/2026 | 184 |
| 4578 | PLIMOTH TRUST CO LLC | $501M | Q2 2026 | 7/28/2026 | 175 |
| 4579 | Trinity Legacy Partners, LLC | $500M | Q2 2026 | 7/24/2026 | 110 |
| 4580 | Headwater Capital Co Ltd | $500M | Q2 2026 | 8/13/2026 | 15 |
| 4581 | BROWN CAPITAL MANAGEMENT LLC | $500M | Q2 2026 | 7/27/2026 | 54 |
| 4582 | Gerstein Fisher | $500M | Q1 2014 | 5/15/2014 | 330 |
| 4583 | CATAPULT CAPITAL MANAGEMENT LLC | $500M | Q1 2014 | 5/15/2014 | 192 |
| 4584 | Intesa Sanpaolo Wealth Management | $500M | Q2 2026 | 7/23/2026 | 309 |
| 4585 | HELLMAN JORDAN MANAGEMENT CO INC /MA/ | $499M | Q2 2014 | 8/4/2014 | 45 |
| 4586 | First National Bank of Mount Dora, Trust Investment Services | $499M | Q2 2026 | 7/8/2026 | 126 |
| 4587 | Twelve Points Wealth Management LLC | $499M | Q2 2026 | 8/7/2026 | 213 |
| 4588 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $499M | Q2 2026 | 7/8/2026 | 73 |
| 4589 | Mezzasalma Advisors, LLC | $498M | Q2 2026 | 8/10/2026 | 171 |
| 4590 | TRV GP V, LLC | $498M | Q2 2026 | 8/7/2026 | 3 |
| 4591 | Grey Ledge Advisors, LLC | $498M | Q2 2026 | 7/27/2026 | 256 |
| 4592 | Capital Management Associates, Inc | $498M | Q2 2026 | 7/22/2026 | 153 |
| 4593 | Core Wealth Advisors, Inc. | $497M | Q2 2026 | 8/11/2026 | 126 |
| 4594 | Premier Financial Group | $497M | Q2 2026 | 9/18/2026 | 243 |
| 4595 | Raab & Moskowitz Asset Management LLC | $497M | Q2 2026 | 7/28/2026 | 198 |
| 4596 | Greywolf Capital Management LP | $497M | Q1 2014 | 5/15/2014 | 9 |
| 4597 | ALTA FOX CAPITAL MANAGEMENT, LLC | $497M | Q2 2026 | 8/14/2026 | 15 |
| 4598 | Monument Capital Management | $497M | Q2 2026 | 7/22/2026 | 262 |
| 4599 | WFG Advisors, LP | $497M | Q1 2014 | 4/24/2014 | 2,049 |
| 4600 | Coston, McIsaac & Partners | $497M | Q2 2026 | 8/12/2026 | 948 |