Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4401 | LANDESBANK BADEN-WUERTTEMBERG | $490M | Q1 2026 | 6/12/2026 | 7 |
| 4402 | Waterway Wealth Management, LLC | $490M | Q2 2026 | 7/13/2026 | 96 |
| 4403 | Rossby Financial, LCC | $489M | Q1 2026 | 5/11/2026 | 2,271 |
| 4404 | Gator Capital Management, LLC | $489M | Q1 2026 | 5/13/2026 | 91 |
| 4405 | COLLECTIVE FAMILY OFFICE LLC | $489M | Q2 2026 | 7/2/2026 | 161 |
| 4406 | Cetera Advisors LLC | $489M | Q1 2014 | 5/15/2014 | 415 |
| 4407 | Retirement Management Systems Inc. | $488M | Q2 2026 | 7/21/2026 | 55 |
| 4408 | Ackerman Capital Advisors, LLC | $488M | Q1 2026 | 5/5/2026 | 115 |
| 4409 | Kendall Capital Management | $488M | Q1 2026 | 4/24/2026 | 231 |
| 4410 | Rempart Asset Management Inc. | $488M | Q2 2026 | 7/16/2026 | 36 |
| 4411 | INR ADVISORY SERVICES LLC | $488M | Q2 2014 | 7/25/2014 | 49 |
| 4412 | O'Keefe Stevens Advisory, Inc. | $488M | Q2 2026 | 7/13/2026 | 81 |
| 4413 | HEADINVEST, LLC | $488M | Q1 2026 | 5/15/2026 | 225 |
| 4414 | University of Illinois Foundation | $487M | Q1 2026 | 5/13/2026 | 31 |
| 4415 | Parisi Gray Wealth Management | $487M | Q2 2026 | 7/9/2026 | 155 |
| 4416 | Aljian Capital Management, LLC | $487M | Q1 2026 | 4/29/2026 | 131 |
| 4417 | Summit Creek Advisors LLC | $487M | Q1 2026 | 5/6/2026 | 65 |
| 4418 | EMERSON INVESTMENT MANAGEMENT, LLC | $486M | Q1 2014 | 5/12/2014 | 141 |
| 4419 | Clarity Wealth Advisors, LLC | $486M | Q1 2026 | 4/24/2026 | 108 |
| 4420 | GENWORTH FINANCIAL INC | $486M | Q2 2026 | 7/22/2026 | 2 |
| 4421 | PCM Encore, LLC | $486M | Q1 2026 | 5/12/2026 | 445 |
| 4422 | VAQUERO PRIVATE WEALTH, LTD | $486M | Q2 2026 | 7/17/2026 | 194 |
| 4423 | Riggs Asset Managment Co. Inc. | $486M | Q1 2026 | 5/11/2026 | 127 |
| 4424 | WALLER FINANCIAL PLANNING GROUP, INC | $486M | Q2 2026 | 7/7/2026 | 78 |
| 4425 | Legacy Capital Wealth Partners, LLC | $485M | Q1 2026 | 5/15/2026 | 385 |
| 4426 | Crusonia Wealth Advisors LLC | $485M | Q1 2026 | 5/12/2026 | 194 |
| 4427 | Cadent Capital Advisors, LLC | $485M | Q2 2026 | 7/13/2026 | 201 |
| 4428 | Golden Reserve Retirement LLC | $485M | Q1 2026 | 4/20/2026 | 104 |
| 4429 | Prentice Wealth Management LLC | $484M | Q2 2026 | 7/15/2026 | 126 |
| 4430 | Noble Family Wealth, LLC | $484M | Q1 2026 | 4/23/2026 | 76 |
| 4431 | WEDGEWOOD PARTNERS INC | $484M | Q1 2026 | 5/15/2026 | 22 |
| 4432 | Avion Wealth | $484M | Q1 2026 | 5/1/2026 | 1,557 |
| 4433 | KEYWISE CAPITAL MANAGEMENT Ltd | $484M | Q2 2014 | 7/28/2014 | 10 |
| 4434 | Mascoma Wealth Management LLC | $484M | Q1 2026 | 4/30/2026 | 515 |
| 4435 | Aspire Private Capital, LLC | $484M | Q2 2026 | 7/15/2026 | 175 |
| 4436 | Princeton Alpha Management LP | $484M | Q2 2014 | 7/17/2014 | 657 |
| 4437 | Montis Financial, LLC | $484M | Q1 2026 | 5/11/2026 | 150 |
| 4438 | Osborn Williams & Donohoe LLC | $483M | Q2 2014 | 7/23/2014 | 229 |
| 4439 | Basecamp Wealth Advisors LLC | $483M | Q1 2026 | 6/24/2026 | 2,015 |
| 4440 | BOCHK Asset Management Ltd | $483M | Q1 2026 | 5/6/2026 | 117 |
| 4441 | TAURUS ASSET MANAGEMENT, LLC | $483M | Q1 2014 | 5/15/2014 | 105 |
| 4442 | Bridgewealth Advisory Group, LLC | $482M | Q1 2026 | 5/14/2026 | 135 |
| 4443 | ITHAKA GROUP LLC | $482M | Q1 2026 | 5/12/2026 | 38 |
| 4444 | Sage Capital Advisors,llc | $482M | Q2 2026 | 7/9/2026 | 140 |
| 4445 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $482M | Q1 2026 | 5/8/2026 | 173 |
| 4446 | Stewardship Advisors, LLC | $481M | Q2 2026 | 7/20/2026 | 175 |
| 4447 | Evernest Financial Advisors, LLC | $481M | Q1 2026 | 5/4/2026 | 180 |
| 4448 | Morse Asset Management, Inc | $481M | Q1 2026 | 5/14/2026 | 403 |
| 4449 | Northwest Quadrant Wealth Management, LLC | $481M | Q1 2026 | 5/11/2026 | 67 |
| 4450 | Mason & Associates, LLC | $481M | Q2 2026 | 7/14/2026 | 45 |
| 4451 | HOURGLASS CAPITAL, LLC | $480M | Q1 2026 | 5/4/2026 | 130 |
| 4452 | Privium Fund Management B.V. | $480M | Q1 2026 | 5/5/2026 | 60 |
| 4453 | Firestone Capital Management | $480M | Q1 2026 | 5/8/2026 | 160 |
| 4454 | Dash Acquisitions Inc. | $480M | Q1 2026 | 5/8/2026 | 68 |
| 4455 | Yelin Lapidot Holdings Management Ltd. | $480M | Q1 2026 | 4/22/2026 | 83 |
| 4456 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $480M | Q1 2026 | 5/12/2026 | 243 |
| 4457 | SILVERLAKE WEALTH MANAGEMENT LLC | $479M | Q1 2026 | 4/15/2026 | 377 |
| 4458 | Bank of New Hampshire | $479M | Q2 2026 | 7/14/2026 | 537 |
| 4459 | RPg Family Wealth Advisory, LLC | $479M | Q1 2026 | 5/14/2026 | 144 |
| 4460 | Kraft, Davis & Associates, LLC | $479M | Q2 2026 | 7/9/2026 | 155 |
| 4461 | Catalio Capital Management, LP | $479M | Q1 2026 | 5/15/2026 | 41 |
| 4462 | Frisch Financial Group, Inc. | $478M | Q1 2026 | 5/5/2026 | 167 |
| 4463 | Barry Investment Advisors, LLC | $478M | Q2 2026 | 7/9/2026 | 102 |
| 4464 | Clare Market Investments LLC | $478M | Q1 2026 | 4/29/2026 | 167 |
| 4465 | Towneley Capital Management, Inc / DE | $478M | Q1 2026 | 4/21/2026 | 42 |
| 4466 | Medina Value Partners, LLC | $477M | Q1 2026 | 5/14/2026 | 30 |
| 4467 | Cornerstone Wealth Advisors, Inc. | $477M | Q2 2026 | 7/17/2026 | 55 |
| 4468 | Beacon Harbor Wealth Advisors, Inc. | $477M | Q1 2026 | 4/30/2026 | 70 |
| 4469 | Frontier Asset Management, LLC | $477M | Q1 2026 | 5/6/2026 | 91 |
| 4470 | Aisling Capital Management LP | $476M | Q1 2026 | 5/5/2026 | 13 |
| 4471 | Paragon Capital Management Ltd | $476M | Q1 2026 | 4/15/2026 | 199 |
| 4472 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $476M | Q2 2026 | 7/15/2026 | 102 |
| 4473 | Brooklyn FI, LLC | $476M | Q1 2026 | 5/11/2026 | 78 |
| 4474 | Vickerman Investment Advisors, Inc. | $476M | Q1 2026 | 5/12/2026 | 94 |
| 4475 | DEVON ENERGY CORP/DE | $476M | Q1 2026 | 5/13/2026 | 1 |
| 4476 | Accel Leaders 4 Associates L.P. | $475M | Q1 2026 | 5/8/2026 | 1 |
| 4477 | Leading Edge Financial Planning LLC | $475M | Q1 2026 | 5/12/2026 | 72 |
| 4478 | KICKSTAND VENTURES, LLC. | $475M | Q1 2026 | 5/5/2026 | 130 |
| 4479 | Park Edge Advisors, LLC | $475M | Q2 2026 | 7/10/2026 | 154 |
| 4480 | Rivermont Capital Management LP | $475M | Q1 2026 | 5/14/2026 | 20 |
| 4481 | Lexington Partners VI Holdings, LLC | $475M | Q2 2014 | 8/1/2014 | 1 |
| 4482 | Teramo Advisors, LLC | $474M | Q1 2026 | 5/13/2026 | 4 |
| 4483 | REVERENCE CAPITAL PARTNERS, L.P. | $474M | Q1 2026 | 5/11/2026 | 1 |
| 4484 | Keenan Capital, LLC | $474M | Q1 2026 | 5/15/2026 | 9 |
| 4485 | Hedeker Wealth, LLC | $474M | Q1 2026 | 5/11/2026 | 87 |
| 4486 | Scott & Selber, Inc. | $474M | Q2 2026 | 7/8/2026 | 91 |
| 4487 | Ipswich Investment Management Co., Inc. | $474M | Q2 2026 | 7/16/2026 | 190 |
| 4488 | Austin Wealth Management, LLC | $473M | Q2 2026 | 7/22/2026 | 126 |
| 4489 | Pamplona Capital Management, LLC | $473M | Q1 2026 | 5/15/2026 | 5 |
| 4490 | Coyle Financial Counsel LLC | $473M | Q1 2026 | 5/12/2026 | 113 |
| 4491 | CoreView Capital Management Ltd | $473M | Q1 2026 | 5/14/2026 | 5 |
| 4492 | Cherry Tree Wealth Management, LLC | $473M | Q1 2026 | 5/5/2026 | 582 |
| 4493 | CAPITAL INSIGHT PARTNERS, LLC | $473M | Q4 2025 | 2/17/2026 | 134 |
| 4494 | MSH Capital Advisors LLC | $472M | Q1 2026 | 5/8/2026 | 273 |
| 4495 | Bregal Sagemount IV General Partner Jersey Ltd | $472M | Q1 2026 | 5/12/2026 | 1 |
| 4496 | Maryland Capital Management | $472M | Q1 2014 | 5/15/2014 | 129 |
| 4497 | WHITENER CAPITAL MANAGEMENT, INC. | $472M | Q2 2026 | 7/10/2026 | 184 |
| 4498 | Sovereign Investment Advisors, LLC | $472M | Q1 2026 | 5/12/2026 | 106 |
| 4499 | Cordoba Advisory Partners LLC | $472M | Q2 2026 | 7/21/2026 | 144 |
| 4500 | PEAVINE CAPITAL, LLC | $472M | Q2 2026 | 7/22/2026 | 9 |
| 4501 | SUSQUEHANNA TRUST & INVESTMENT CO | $471M | Q2 2014 | 7/24/2014 | 103 |
| 4502 | Integrated Investment Consultants, LLC | $471M | Q1 2026 | 6/1/2026 | 263 |
| 4503 | BAKER TILLY WEALTH MANAGEMENT, LLC | $471M | Q2 2026 | 7/17/2026 | 285 |
| 4504 | RB Capital Management, LLC | $471M | Q1 2026 | 5/14/2026 | 187 |
| 4505 | AMI INVESTMENT MANAGEMENT INC | $471M | Q2 2026 | 7/15/2026 | 78 |
| 4506 | Bill Few Associates, Inc. | $470M | Q2 2026 | 7/7/2026 | 227 |
| 4507 | INTEL CORP | $470M | Q1 2026 | 5/11/2026 | 2 |
| 4508 | Riverpoint Wealth Management Holdings, LLC | $470M | Q1 2026 | 5/4/2026 | 62 |
| 4509 | Granite Bay Wealth Management, LLC | $470M | Q1 2026 | 5/1/2026 | 94 |
| 4510 | Astoria Portfolio Advisors LLC. | $470M | Q1 2026 | 4/28/2026 | 296 |
| 4511 | Tygh Capital Management, Inc. | $470M | Q2 2014 | 8/6/2014 | 116 |
| 4512 | Uniting Wealth Partners, LLC | $470M | Q1 2026 | 4/22/2026 | 205 |
| 4513 | Stonebrook Private Inc. | $470M | Q1 2026 | 5/11/2026 | 225 |
| 4514 | CM WEALTH ADVISORS LLC | $470M | Q1 2026 | 5/8/2026 | 146 |
| 4515 | Abel Hall, LLC | $469M | Q1 2026 | 4/28/2026 | 811 |
| 4516 | White Pine Investment CO | $469M | Q2 2026 | 7/20/2026 | 72 |
| 4517 | Archer Investment Corp | $469M | Q1 2026 | 5/4/2026 | 1,248 |
| 4518 | Regents Gate Capital LLP | $469M | Q1 2026 | 5/7/2026 | 36 |
| 4519 | Mass General Brigham, Inc | $469M | Q1 2026 | 5/5/2026 | 6 |
| 4520 | Hilltop National Bank | $468M | Q2 2026 | 7/1/2026 | 805 |
| 4521 | Third Rock Ventures, LLC | $468M | Q2 2014 | 7/30/2014 | 4 |
| 4522 | Stieven Capital Advisors, L.P. | $468M | Q1 2026 | 5/15/2026 | 35 |
| 4523 | DIVERSIFIED MANAGEMENT INC | $468M | Q2 2026 | 7/9/2026 | 171 |
| 4524 | Lightrock Netherlands B.V. | $468M | Q1 2026 | 5/6/2026 | 39 |
| 4525 | QUATTRO FINANCIAL ADVISORS LLC | $468M | Q2 2026 | 7/16/2026 | 93 |
| 4526 | Keystone Wealth Services, LLC | $468M | Q1 2026 | 5/13/2026 | 294 |
| 4527 | Solel Partners LP | $468M | Q1 2026 | 5/15/2026 | 19 |
| 4528 | Verde Capital Management | $468M | Q1 2026 | 4/17/2026 | 69 |
| 4529 | GUIDANCE CAPITAL, INC | $468M | Q2 2026 | 7/20/2026 | 233 |
| 4530 | BRAVE ASSET MANAGEMENT INC | $467M | Q2 2026 | 7/8/2026 | 146 |
| 4531 | Kelly Financial Services LLC | $467M | Q2 2026 | 7/14/2026 | 141 |
| 4532 | Panview Capital Ltd | $467M | Q1 2026 | 5/14/2026 | 12 |
| 4533 | Stokes Capital Advisors, LLC | $467M | Q2 2026 | 7/22/2026 | 118 |
| 4534 | Hartree Partners, LP | $467M | Q1 2026 | 5/12/2026 | 120 |
| 4535 | SCGF III MANAGEMENT LLC | $467M | Q2 2014 | 8/8/2014 | 4 |
| 4536 | Jones Hill Capital LP | $466M | Q1 2026 | 5/14/2026 | 26 |
| 4537 | UNIO CAPITAL LLC | $466M | Q1 2026 | 5/15/2026 | 21 |
| 4538 | Scepter Holdings, Inc. | $466M | Q1 2014 | 5/14/2014 | 85 |
| 4539 | Poehling Capital Management, INC. | $466M | Q2 2026 | 7/20/2026 | 166 |
| 4540 | Liquid Strategies, LLC | $465M | Q1 2026 | 5/1/2026 | 9 |
| 4541 | SC XII MANAGEMENT LLC | $465M | Q2 2014 | 8/8/2014 | 4 |
| 4542 | Atlanta Consulting Group Advisors, LLC | $465M | Q1 2026 | 5/15/2026 | 143 |
| 4543 | Eldred Rock Partners, LLC | $465M | Q2 2026 | 7/8/2026 | 29 |
| 4544 | RWC ASSET ADVISORS (US) LLC | $464M | Q1 2026 | 4/27/2026 | 14 |
| 4545 | Investors Capital Advisory Services | $464M | Q1 2014 | 4/15/2014 | 671 |
| 4546 | DDFG, Inc | $464M | Q1 2026 | 4/22/2026 | 86 |
| 4547 | Curtis Advisory Group, LLC | $464M | Q1 2026 | 5/8/2026 | 118 |
| 4548 | DecisionPoint Financial, LLC | $464M | Q1 2026 | 5/6/2026 | 679 |
| 4549 | Paradiem, LLC | $464M | Q2 2026 | 7/14/2026 | 68 |
| 4550 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $464M | Q1 2026 | 4/30/2026 | 142 |
| 4551 | HOME FEDERAL BANK OF TENNESSEE | $463M | Q2 2026 | 7/15/2026 | 114 |
| 4552 | Centennial Wealth Advisory LLC | $463M | Q2 2026 | 7/13/2026 | 181 |
| 4553 | Opal Wealth Advisors, LLC | $463M | Q2 2026 | 7/20/2026 | 224 |
| 4554 | Whitcomb & Hess, Inc. | $463M | Q2 2026 | 7/8/2026 | 66 |
| 4555 | CLEAR WAVE WEALTH MANAGEMENT LLC | $463M | Q1 2026 | 5/13/2026 | 177 |
| 4556 | GREAT OAK CAPITAL PARTNERS, LLC | $463M | Q2 2026 | 7/14/2026 | 45 |
| 4557 | VANTAGE WEALTH | $463M | Q4 2025 | 1/14/2026 | 30 |
| 4558 | HUSSMAN STRATEGIC ADVISORS, INC. | $463M | Q1 2026 | 5/11/2026 | 268 |
| 4559 | Coalescence Partners Investment Management, LP | $463M | Q1 2026 | 5/14/2026 | 12 |
| 4560 | Smith & Howard Wealth Management, LLC | $462M | Q1 2026 | 4/27/2026 | 88 |
| 4561 | PATTON FUND MANAGEMENT, INC. | $462M | Q2 2026 | 7/13/2026 | 86 |
| 4562 | Sanchez Wealth Management Group | $462M | Q1 2026 | 4/29/2026 | 53 |
| 4563 | Alliance Wealth Advisors, LLC /UT | $462M | Q1 2026 | 5/12/2026 | 228 |
| 4564 | NatWest Group plc | $462M | Q1 2026 | 5/11/2026 | 44 |
| 4565 | ParaFi Capital LP | $462M | Q1 2026 | 5/15/2026 | 22 |
| 4566 | Aristides Capital LLC | $462M | Q1 2026 | 5/14/2026 | 170 |
| 4567 | Trinity Legacy Partners, LLC | $462M | Q1 2026 | 4/16/2026 | 106 |
| 4568 | Pacific Ridge Capital Partners, LLC | $462M | Q1 2026 | 5/11/2026 | 137 |
| 4569 | GARDNER LEWIS ASSET MANAGEMENT L P | $462M | Q1 2026 | 5/8/2026 | 78 |
| 4570 | Uncommon Cents Investing LLC | $461M | Q2 2026 | 7/20/2026 | 215 |
| 4571 | HARRELL INVESTMENT PARTNERS, LLC | $461M | Q2 2026 | 7/9/2026 | 144 |
| 4572 | Quotient Investors, LLC | $461M | Q2 2014 | 7/18/2014 | 253 |
| 4573 | Weaver Capital Management LLC | $461M | Q1 2026 | 4/17/2026 | 174 |
| 4574 | Generali Investments, Management Co LLC | $460M | Q2 2026 | 7/10/2026 | 164 |
| 4575 | Foresite Capital Management VI LLC | $460M | Q1 2026 | 5/15/2026 | 17 |
| 4576 | MORTON COMMUNITY BANK | $460M | Q1 2026 | 5/14/2026 | 115 |
| 4577 | DeDora Capital, Inc. | $460M | Q2 2026 | 7/13/2026 | 129 |
| 4578 | Rockline Wealth Management, LLC | $460M | Q1 2026 | 4/30/2026 | 108 |
| 4579 | Pureheart Capital Pte Ltd. | $459M | Q1 2026 | 5/15/2026 | 1 |
| 4580 | Mizuho Asset Management Co.,Ltd. | $459M | Q2 2014 | 8/8/2014 | 668 |
| 4581 | PRUDENT INVESTORS NETWORK, INC. | $459M | Q1 2026 | 5/11/2026 | 74 |
| 4582 | Fielder Capital Group LLC | $459M | Q1 2026 | 5/12/2026 | 290 |
| 4583 | RDA Financial Network | $459M | Q2 2026 | 7/6/2026 | 286 |
| 4584 | Ancient Art, L.P. | $459M | Q1 2026 | 5/15/2026 | 16 |
| 4585 | COMMUNITY BANK SYSTEM, INC. | $458M | Q2 2014 | 7/25/2014 | 392 |
| 4586 | United American Securities Inc. (d/b/a UAS Asset Management) | $458M | Q1 2026 | 5/13/2026 | 11 |
| 4587 | Olstein Capital Management, L.P. | $458M | Q1 2026 | 4/21/2026 | 99 |
| 4588 | AllGen Financial Advisors, Inc. | $458M | Q2 2026 | 7/22/2026 | 36 |
| 4589 | Maxi Investments CY Ltd | $458M | Q1 2026 | 5/14/2026 | 83 |
| 4590 | Highstreet Asset Management Inc. | $457M | Q2 2014 | 7/23/2014 | 117 |
| 4591 | Alliance Wealth Management Group | $457M | Q1 2026 | 4/29/2026 | 97 |
| 4592 | Westmount Partners, LLC | $457M | Q2 2026 | 7/7/2026 | 275 |
| 4593 | Grassi Investment Management | $457M | Q2 2014 | 7/8/2014 | 135 |
| 4594 | Venor Capital Management LP | $457M | Q1 2014 | 5/15/2014 | 16 |
| 4595 | Farringdon Capital, Ltd. | $457M | Q1 2026 | 5/15/2026 | 359 |
| 4596 | Canal Insurance CO | $456M | Q2 2026 | 7/21/2026 | 76 |
| 4597 | Thrive Capital Management, LLC | $456M | Q1 2026 | 4/27/2026 | 169 |
| 4598 | BRC Group Holdings, Inc. | $456M | Q1 2026 | 5/15/2026 | 21 |
| 4599 | Eldridge Investment Advisors, Inc. | $456M | Q1 2026 | 5/11/2026 | 154 |
| 4600 | CARDEROCK CAPITAL MANAGEMENT INC | $456M | Q2 2026 | 7/7/2026 | 67 |