Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4601 | INVESTMENT CENTERS OF AMERICA INC | $439M | Q2 2014 | 8/5/2014 | 353 |
| 4602 | BetterWealth, LLC | $439M | Q4 2025 | 1/15/2026 | 70 |
| 4603 | Scissortail Wealth Management, LLC | $439M | Q4 2025 | 1/29/2026 | 107 |
| 4604 | PKS Advisory Services, LLC | $438M | Q4 2025 | 2/2/2026 | 255 |
| 4605 | Mandatum Life Insurance Co Ltd | $438M | Q4 2025 | 2/11/2026 | 77 |
| 4606 | Farmers & Merchants Trust Co of Long Beach | $438M | Q4 2025 | 1/29/2026 | 189 |
| 4607 | Stokes Capital Advisors, LLC | $438M | Q4 2025 | 1/12/2026 | 80 |
| 4608 | Standpoint Asset Management, LLC | $438M | Q4 2025 | 2/12/2026 | 8 |
| 4609 | Five Oceans Asset Management LTD | $438M | Q2 2014 | 8/1/2014 | 49 |
| 4610 | Prentice Wealth Management LLC | $438M | Q4 2025 | 1/30/2026 | 114 |
| 4611 | Schusterman Interests, LLC | $437M | Q4 2025 | 2/17/2026 | 9 |
| 4612 | Q3 Asset Management | $437M | Q4 2025 | 1/27/2026 | 62 |
| 4613 | SYMONS CAPITAL MANAGEMENT INC | $437M | Q1 2014 | 5/7/2014 | 87 |
| 4614 | Tempus Wealth Planning, LLC | $436M | Q4 2025 | 1/16/2026 | 275 |
| 4615 | VAN DEN BERG MANAGEMENT I, INC | $436M | Q4 2025 | 2/17/2026 | 126 |
| 4616 | Laurore Ltd | $436M | Q4 2025 | 1/28/2026 | 1 |
| 4617 | First PREMIER Bank | $436M | Q4 2025 | 1/23/2026 | 377 |
| 4618 | KELLEHER FINANCIAL ADVISORS | $436M | Q4 2025 | 1/20/2026 | 843 |
| 4619 | Trinity Legacy Partners, LLC | $436M | Q4 2025 | 1/26/2026 | 97 |
| 4620 | PRUDENT INVESTORS NETWORK, INC. | $436M | Q4 2025 | 2/5/2026 | 73 |
| 4621 | WEST MICHIGAN ADVISORS, LLC | $436M | Q4 2025 | 1/28/2026 | 271 |
| 4622 | Meiji Yasuda America Inc | $436M | Q4 2025 | 2/12/2026 | 56 |
| 4623 | BRIDGES INVESTMENT COUNSEL INC/ | $435M | Q2 2014 | 7/14/2014 | 160 |
| 4624 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $435M | Q4 2025 | 2/3/2026 | 95 |
| 4625 | Lorne Steinberg Wealth Management Inc. | $435M | Q4 2025 | 1/27/2026 | 72 |
| 4626 | Weil Company, Inc. | $435M | Q4 2025 | 1/14/2026 | 115 |
| 4627 | Majedie Asset Management Ltd | $435M | Q2 2014 | 8/1/2014 | 49 |
| 4628 | MDE Group | $435M | Q2 2014 | 8/11/2014 | 67 |
| 4629 | Old Port Advisors | $434M | Q1 2026 | 4/6/2026 | 239 |
| 4630 | Anchor @ 65 Pte. Ltd. | $434M | Q4 2025 | 2/17/2026 | 2 |
| 4631 | UG Investment Advisers Ltd. | $434M | Q4 2025 | 1/28/2026 | 11 |
| 4632 | High Net Worth Advisory Group LLC | $434M | Q4 2025 | 1/23/2026 | 240 |
| 4633 | INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | $434M | Q1 2014 | 5/8/2014 | 124 |
| 4634 | BOSTON RESEARCH & MANAGEMENT INC | $434M | Q4 2025 | 2/11/2026 | 120 |
| 4635 | Cincinnati Specialty Underwriters Insurance CO | $433M | Q4 2025 | 2/12/2026 | 38 |
| 4636 | PARADIGM ASSET MANAGEMENT CO LLC | $433M | Q4 2025 | 2/4/2026 | 503 |
| 4637 | BOLTON LP | $433M | Q1 2014 | 5/15/2014 | 162 |
| 4638 | DAGCO, INC. | $433M | Q4 2025 | 1/8/2026 | 380 |
| 4639 | Paulson Wealth Management Inc. | $433M | Q4 2025 | 2/5/2026 | 136 |
| 4640 | COBIZ WEALTH, LLC | $433M | Q2 2014 | 7/29/2014 | 125 |
| 4641 | PLATINUM INVESTMENT MANAGEMENT LTD | $433M | Q4 2025 | 2/13/2026 | 124 |
| 4642 | Stewardship Advisors, LLC | $433M | Q4 2025 | 1/15/2026 | 162 |
| 4643 | Lionstone Capital Management LLC | $433M | Q4 2025 | 2/17/2026 | 12 |
| 4644 | Heirloom Wealth Management | $433M | Q4 2025 | 1/15/2026 | 43 |
| 4645 | Bayview Asset Management, LLC | $433M | Q4 2025 | 2/13/2026 | 73 |
| 4646 | MONETARY MANAGEMENT GROUP INC | $432M | Q4 2025 | 2/11/2026 | 325 |
| 4647 | Cordatus Wealth Management LLC | $432M | Q4 2025 | 1/26/2026 | 161 |
| 4648 | Hunter Perkins Capital Management, LLC | $432M | Q4 2025 | 1/14/2026 | 116 |
| 4649 | NetEase, Inc. | $432M | Q4 2025 | 2/12/2026 | 2 |
| 4650 | All Terrain Financial Advisors, LLC | $432M | Q4 2025 | 2/11/2026 | 129 |
| 4651 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | $432M | Q4 2025 | 2/13/2026 | 80 |
| 4652 | AIGEN INVESTMENT MANAGEMENT, LP | $432M | Q4 2025 | 2/13/2026 | 550 |
| 4653 | Ipswich Investment Management Co., Inc. | $432M | Q4 2025 | 1/16/2026 | 185 |
| 4654 | Beacon Financial Advisory LLC | $432M | Q4 2025 | 2/17/2026 | 371 |
| 4655 | RRJ CAPITAL LTD | $431M | Q1 2014 | 4/23/2014 | 4 |
| 4656 | Guidance Point Advisors, LLC | $431M | Q4 2025 | 2/11/2026 | 95 |
| 4657 | Frontier Asset Management, LLC | $431M | Q4 2025 | 2/4/2026 | 92 |
| 4658 | Inlet Private Wealth, LLC | $431M | Q4 2025 | 1/21/2026 | 131 |
| 4659 | Clear Trail Advisors, LLC | $431M | Q4 2025 | 1/9/2026 | 126 |
| 4660 | PIONEER TRUST BANK N A/OR | $431M | Q4 2025 | 2/9/2026 | 76 |
| 4661 | Catalyst Funds Management Pty Ltd | $431M | Q4 2025 | 2/9/2026 | 330 |
| 4662 | American Investment Services, Inc. | $431M | Q4 2025 | 2/13/2026 | 129 |
| 4663 | Cornerstone Planning, LLC | $431M | Q4 2025 | 3/17/2026 | 131 |
| 4664 | SG Trading Solutions, LLC | $431M | Q4 2025 | 2/24/2026 | 211 |
| 4665 | Coston, McIsaac & Partners | $431M | Q4 2025 | 2/3/2026 | 921 |
| 4666 | DAFNA Capital Management LLC | $431M | Q4 2025 | 2/17/2026 | 77 |
| 4667 | MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | $430M | Q2 2014 | 7/24/2014 | 92 |
| 4668 | Timber Creek Capital Management LLC | $430M | Q4 2025 | 1/23/2026 | 80 |
| 4669 | Vertex Planning Partners, LLC | $430M | Q4 2025 | 2/17/2026 | 130 |
| 4670 | Square Wave Capital, LLC | $430M | Q4 2025 | 2/17/2026 | 9 |
| 4671 | SECOND CURVE CAPITAL LLC | $430M | Q1 2014 | 5/13/2014 | 25 |
| 4672 | Cornerstone Wealth Advisors, Inc. | $430M | Q4 2025 | 1/14/2026 | 51 |
| 4673 | Highmount Capital, LLC | $430M | Q1 2014 | 5/13/2014 | 145 |
| 4674 | Fortitude Family Office, LLC | $430M | Q4 2025 | 1/15/2026 | 1,919 |
| 4675 | NatWest Group plc | $430M | Q4 2025 | 1/13/2026 | 39 |
| 4676 | RV Capital AG | $430M | Q4 2025 | 1/30/2026 | 12 |
| 4677 | Fosun International Ltd | $429M | Q4 2025 | 2/11/2026 | 54 |
| 4678 | Slotnik Capital, LLC | $429M | Q4 2025 | 2/13/2026 | 32 |
| 4679 | Quantitative Advantage, LLC | $429M | Q2 2014 | 8/5/2014 | 44 |
| 4680 | TRV GP V, LLC | $429M | Q4 2025 | 2/13/2026 | 3 |
| 4681 | Operose Advisors LLC | $429M | Q4 2025 | 2/10/2026 | 472 |
| 4682 | Winthrop Capital Management, LLC | $429M | Q4 2025 | 2/10/2026 | 363 |
| 4683 | AlphaOne Investment Services, LLC | $429M | Q1 2014 | 5/15/2014 | 141 |
| 4684 | Wealth Advisory Solutions, LLC | $429M | Q4 2025 | 1/16/2026 | 138 |
| 4685 | Elevated Capital Advisors, LLC | $429M | Q4 2025 | 1/27/2026 | 831 |
| 4686 | DIVERSIFIED MANAGEMENT INC | $428M | Q4 2025 | 1/26/2026 | 177 |
| 4687 | Summit Wealth Group, LLC | $428M | Q4 2025 | 2/6/2026 | 119 |
| 4688 | Mattson Financial Services, LLC | $428M | Q4 2025 | 2/12/2026 | 181 |
| 4689 | Abel Hall, LLC | $428M | Q4 2025 | 2/17/2026 | 714 |
| 4690 | ACT II MANAGEMENT, LP | $428M | Q1 2014 | 5/15/2014 | 41 |
| 4691 | Atlas Private Wealth Advisors | $428M | Q4 2025 | 2/5/2026 | 134 |
| 4692 | Medina Value Partners, LLC | $428M | Q4 2025 | 2/13/2026 | 24 |
| 4693 | Triune Financial Partners, LLC | $428M | Q4 2025 | 2/2/2026 | 49 |
| 4694 | KOTLER KEVIN | $427M | Q4 2025 | 2/17/2026 | 38 |
| 4695 | Ballast, Inc. | $427M | Q4 2025 | 2/3/2026 | 133 |
| 4696 | Peak Retirement Planning, Inc. | $427M | Q4 2025 | 2/10/2026 | 145 |
| 4697 | Visionary Asset Management, Inc. | $427M | Q2 2014 | 8/7/2014 | 496 |
| 4698 | Abound Wealth Management | $427M | Q4 2025 | 1/12/2026 | 1,432 |
| 4699 | TRB Advisors LP | $427M | Q4 2025 | 2/9/2026 | 11 |
| 4700 | J. Derek Lewis & Associates Inc. | $427M | Q4 2025 | 3/23/2026 | 209 |
| 4701 | Windmill Hill Asset Management Ltd | $427M | Q4 2025 | 2/6/2026 | 26 |
| 4702 | CHAPIN DAVIS, INC. | $427M | Q4 2025 | 1/30/2026 | 244 |
| 4703 | von Borstel & Associates, Inc. | $427M | Q4 2025 | 2/12/2026 | 40 |
| 4704 | GARCIA HAMILTON & ASSOCIATES LP/DE | $426M | Q2 2014 | 8/7/2014 | 60 |
| 4705 | Evelyn Partners Asset Management Ltd | $426M | Q4 2025 | 2/13/2026 | 284 |
| 4706 | Fortress Investment Group LLC | $426M | Q4 2025 | 2/17/2026 | 37 |
| 4707 | M&R CAPITAL MANAGEMENT INC | $426M | Q2 2014 | 8/11/2014 | 223 |
| 4708 | West Family Investments, Inc. | $426M | Q4 2025 | 2/11/2026 | 351 |
| 4709 | MASTRAPASQUA ASSET MANAGEMENT INC | $426M | Q1 2014 | 5/14/2014 | 151 |
| 4710 | Aspire Capital Advisors LLC | $426M | Q4 2025 | 1/16/2026 | 120 |
| 4711 | Aston Asset Management, LLC | $426M | Q1 2014 | 5/15/2014 | 139 |
| 4712 | ORG Wealth Partners, LLC | $426M | Q4 2025 | 1/14/2026 | 730 |
| 4713 | Rothschild Capital Partners, LLC | $426M | Q4 2025 | 2/17/2026 | 88 |
| 4714 | VELA Investment Management, LLC | $425M | Q4 2025 | 2/2/2026 | 168 |
| 4715 | CORNERSTONE ADVISORS INC | $425M | Q1 2014 | 5/7/2014 | 266 |
| 4716 | Tejara Capital Ltd | $425M | Q4 2025 | 2/5/2026 | 62 |
| 4717 | BRAVE ASSET MANAGEMENT INC | $425M | Q4 2025 | 1/8/2026 | 168 |
| 4718 | Berkeley Capital Partners, LLC | $425M | Q4 2025 | 2/5/2026 | 188 |
| 4719 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $425M | Q4 2025 | 2/2/2026 | 112 |
| 4720 | KLP Enterprises, LLC | $425M | Q4 2013 | 2/12/2014 | 2 |
| 4721 | Coalescence Partners Investment Management, LP | $424M | Q4 2025 | 2/13/2026 | 12 |
| 4722 | White Pine Investment CO | $424M | Q4 2025 | 1/28/2026 | 68 |
| 4723 | SENECA CAPITAL INVESTMENTS, L.P. | $424M | Q1 2014 | 5/15/2014 | 45 |
| 4724 | 3G Capital Partners LP | $424M | Q4 2025 | 2/17/2026 | 13 |
| 4725 | Whitcomb & Hess, Inc. | $424M | Q4 2025 | 1/14/2026 | 60 |
| 4726 | HARRELL INVESTMENT PARTNERS, LLC | $424M | Q4 2025 | 1/15/2026 | 127 |
| 4727 | GRASSI INVESTMENT MANAGEMENT LLC | $424M | Q1 2014 | 4/30/2014 | 131 |
| 4728 | HFR Wealth Management, LLC | $424M | Q4 2025 | 2/11/2026 | 50 |
| 4729 | Wealthspring Capital LLC | $424M | Q4 2025 | 2/5/2026 | 183 |
| 4730 | Maytus Capital Management, LLC | $423M | Q4 2025 | 2/17/2026 | 61 |
| 4731 | AMJ Financial Wealth Management | $423M | Q4 2025 | 2/5/2026 | 89 |
| 4732 | Albar Capital Partners LLP | $423M | Q4 2025 | 2/17/2026 | 31 |
| 4733 | Kingdom Ridge Capital, LLC | $423M | Q1 2014 | 5/15/2014 | 25 |
| 4734 | Syverson Strege & Co | $423M | Q4 2025 | 2/9/2026 | 166 |
| 4735 | DeDora Capital, Inc. | $422M | Q4 2025 | 1/22/2026 | 115 |
| 4736 | Nokomis Capital, L.L.C. | $422M | Q4 2025 | 2/17/2026 | 62 |
| 4737 | Midwest Professional Planners, LTD. | $422M | Q4 2025 | 2/6/2026 | 142 |
| 4738 | BURNHAM ASSET MANAGEMENT CORP /NY/ | $422M | Q1 2014 | 4/25/2014 | 250 |
| 4739 | Lisanti Capital Growth, LLC | $422M | Q4 2025 | 2/9/2026 | 110 |
| 4740 | ArchPoint Investors | $422M | Q4 2025 | 2/13/2026 | 80 |
| 4741 | AllGen Financial Advisors, Inc. | $422M | Q4 2025 | 1/22/2026 | 40 |
| 4742 | REILLY FINANCIAL ADVISORS, LLC | $422M | Q2 2014 | 7/16/2014 | 840 |
| 4743 | EVEREST CAPITAL LLC | $422M | Q1 2014 | 5/15/2014 | 42 |
| 4744 | Magnitude Capital, LLC | $421M | Q4 2025 | 2/13/2026 | 1 |
| 4745 | Rivermont Capital Management LP | $421M | Q4 2025 | 2/17/2026 | 22 |
| 4746 | KDI CAPITAL PARTNERS LLC | $421M | Q1 2014 | 5/14/2014 | 39 |
| 4747 | Sage Capital Advisors,llc | $421M | Q4 2025 | 1/6/2026 | 128 |
| 4748 | G2 Investment Partners Management LLC | $421M | Q4 2025 | 2/17/2026 | 71 |
| 4749 | MBM WEALTH CONSULTANTS, LLC | $421M | Q4 2025 | 1/26/2026 | 110 |
| 4750 | Hilltop National Bank | $421M | Q1 2026 | 4/2/2026 | 795 |
| 4751 | BECK CAPITAL MANAGEMENT, LLC | $420M | Q4 2025 | 2/13/2026 | 122 |
| 4752 | MilWealth Group LLC | $420M | Q4 2025 | 2/2/2026 | 74 |
| 4753 | ALPINE WOODS CAPITAL INVESTORS, LLC | $420M | Q4 2025 | 2/18/2026 | 174 |
| 4754 | Tahithromos, L.L.C. | $419M | Q2 2014 | 7/23/2014 | 41 |
| 4755 | Bowling Portfolio Management LLC | $419M | Q1 2014 | 5/13/2014 | 109 |
| 4756 | AEGIS FINANCIAL CORP | $419M | Q4 2025 | 2/12/2026 | 33 |
| 4757 | Tradewinds, LLC. | $419M | Q4 2025 | 2/13/2026 | 214 |
| 4758 | Watchman Group, Inc. | $419M | Q4 2025 | 2/6/2026 | 77 |
| 4759 | Prostatis Group LLC | $419M | Q4 2025 | 2/17/2026 | 165 |
| 4760 | Juniper Hill Capital Management LP | $419M | Q4 2025 | 2/3/2026 | 4 |
| 4761 | FOSTER DYKEMA CABOT & CO INC/MA | $418M | Q2 2014 | 7/29/2014 | 89 |
| 4762 | Warther Private Wealth, LLC | $418M | Q4 2025 | 2/18/2026 | 49 |
| 4763 | Nikulski Financial, Inc. | $418M | Q4 2025 | 1/15/2026 | 166 |
| 4764 | Leverty Financial Group, LLC | $418M | Q4 2025 | 1/9/2026 | 49 |
| 4765 | Rialto Wealth Management, LLC | $418M | Q4 2025 | 1/12/2026 | 1,690 |
| 4766 | AVALON CAPITAL MANAGEMENT | $418M | Q4 2025 | 2/11/2026 | 139 |
| 4767 | Paradiem, LLC | $418M | Q4 2025 | 1/6/2026 | 57 |
| 4768 | Progressive Investment Management Corp | $418M | Q4 2025 | 2/13/2026 | 55 |
| 4769 | Pennant Investors, LP | $418M | Q4 2025 | 2/17/2026 | 17 |
| 4770 | HILL ISLAND FINANCIAL LLC | $418M | Q4 2025 | 1/22/2026 | 80 |
| 4771 | Fermata Advisors, LLC | $417M | Q4 2025 | 1/8/2026 | 218 |
| 4772 | DAVIDSON & GARRARD INC | $417M | Q2 2014 | 8/7/2014 | 188 |
| 4773 | OAK HARBOR WEALTH PARTNERS, LLC | $416M | Q4 2025 | 2/2/2026 | 278 |
| 4774 | Birch Run Capital Advisors, LP | $416M | Q1 2014 | 5/15/2014 | 25 |
| 4775 | Gavilan Investment Partners LLC | $416M | Q4 2025 | 2/13/2026 | 13 |
| 4776 | Mezzasalma Advisors, LLC | $416M | Q4 2025 | 1/21/2026 | 161 |
| 4777 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $416M | Q4 2025 | 1/29/2026 | 204 |
| 4778 | Strategic Investment Solutions, Inc. /IL | $416M | Q4 2025 | 2/27/2026 | 644 |
| 4779 | RIA Advisory Group LLC | $416M | Q4 2025 | 2/2/2026 | 143 |
| 4780 | FWL INVESTMENT MANAGEMENT, LLC | $416M | Q4 2025 | 2/17/2026 | 365 |
| 4781 | Granite Bay Wealth Management, LLC | $416M | Q4 2025 | 2/5/2026 | 96 |
| 4782 | RDA Financial Network | $415M | Q4 2025 | 1/6/2026 | 265 |
| 4783 | BAROMETER CAPITAL MANAGEMENT INC. | $415M | Q4 2025 | 2/12/2026 | 131 |
| 4784 | MERIDIAN INVESTMENT COUNSEL INC. | $415M | Q4 2025 | 1/20/2026 | 239 |
| 4785 | Capricorn Fund Managers Ltd | $415M | Q4 2025 | 1/21/2026 | 82 |
| 4786 | G2 CAPITAL MANAGEMENT, LLC / OH | $415M | Q4 2025 | 1/23/2026 | 71 |
| 4787 | Greylin Investment Management, Inc | $415M | Q2 2014 | 7/21/2014 | 68 |
| 4788 | OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | $414M | Q2 2014 | 8/4/2014 | 733 |
| 4789 | SWS Partners | $414M | Q4 2025 | 1/16/2026 | 115 |
| 4790 | LongView Wealth Management | $414M | Q4 2025 | 1/13/2026 | 249 |
| 4791 | HUSSMAN STRATEGIC ADVISORS, INC. | $414M | Q4 2025 | 2/2/2026 | 252 |
| 4792 | Total Clarity Wealth Management, Inc. | $414M | Q4 2025 | 2/2/2026 | 300 |
| 4793 | Gibbs Wealth Management | $413M | Q4 2025 | 1/23/2026 | 324 |
| 4794 | AIGH Capital Management LLC | $413M | Q4 2025 | 2/2/2026 | 34 |
| 4795 | Uncommon Cents Investing LLC | $413M | Q4 2025 | 1/15/2026 | 207 |
| 4796 | Milestone Investment Advisors LLC | $413M | Q4 2025 | 2/11/2026 | 133 |
| 4797 | CARDEROCK CAPITAL MANAGEMENT INC | $413M | Q4 2025 | 1/9/2026 | 69 |
| 4798 | Legacy Capital Group California, Inc. | $413M | Q4 2025 | 1/28/2026 | 336 |
| 4799 | HWG Holdings LP | $413M | Q4 2025 | 1/12/2026 | 47 |
| 4800 | Canal Insurance CO | $413M | Q4 2025 | 2/3/2026 | 61 |