Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4601 | Petix & Botte Co | $497M | Q2 2026 | 8/4/2026 | 144 |
| 4602 | Ackerman Capital Advisors, LLC | $497M | Q2 2026 | 7/30/2026 | 120 |
| 4603 | NVWM, LLC | $496M | Q2 2026 | 7/28/2026 | 780 |
| 4604 | Bayview Asset Management, LLC | $496M | Q2 2026 | 8/14/2026 | 69 |
| 4605 | Wilmington Trust Investment Management, LLC | $496M | Q1 2014 | 5/14/2014 | 381 |
| 4606 | STEWART & PATTEN CO LLC | $496M | Q2 2014 | 7/16/2014 | 97 |
| 4607 | Edenbrook Capital, LLC | $496M | Q2 2026 | 8/13/2026 | 17 |
| 4608 | Philadelphia Financial Management of San Francisco, LLC | $496M | Q2 2026 | 8/14/2026 | 45 |
| 4609 | SEGRA CAPITAL MANAGEMENT, LLC | $496M | Q2 2026 | 8/12/2026 | 10 |
| 4610 | Blankinship & Foster, LLC | $495M | Q2 2026 | 7/30/2026 | 79 |
| 4611 | Compton Wealth Advisory Group, LLC | $495M | Q2 2026 | 7/21/2026 | 83 |
| 4612 | HARTWELL J M LIMITED PARTNERSHIP | $495M | Q2 2014 | 7/17/2014 | 103 |
| 4613 | Integris Wealth Management, LLC | $495M | Q2 2026 | 7/10/2026 | 131 |
| 4614 | Bedell Frazier Investment Counselling, LLC | $495M | Q1 2026 | 5/15/2026 | 128 |
| 4615 | GOLDEN GATE PRIVATE EQUITY, INC. | $495M | Q2 2014 | 8/11/2014 | 20 |
| 4616 | Fairvoy Private Wealth, LLC | $495M | Q2 2026 | 7/17/2026 | 200 |
| 4617 | Act Two Investors LLC | $495M | Q2 2026 | 8/10/2026 | 37 |
| 4618 | Nichols Asset Management LLC | $495M | Q2 2014 | 8/6/2014 | 130 |
| 4619 | Fermata Advisors, LLC | $495M | Q2 2026 | 7/7/2026 | 275 |
| 4620 | Carlson Capital, L.P. | $494M | Q2 2026 | 8/12/2026 | 74 |
| 4621 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $494M | Q2 2026 | 7/17/2026 | 758 |
| 4622 | MARS JEWETT FINANCIAL GROUP, INC. | $494M | Q2 2026 | 8/14/2026 | 46 |
| 4623 | Maxi Investments CY Ltd | $494M | Q2 2026 | 8/13/2026 | 72 |
| 4624 | MARATHON CAPITAL MANAGEMENT | $494M | Q2 2026 | 7/22/2026 | 187 |
| 4625 | AUGUSTINE ASSET MANAGEMENT INC | $494M | Q2 2026 | 7/13/2026 | 121 |
| 4626 | Benin Management CORP | $494M | Q2 2026 | 7/15/2026 | 152 |
| 4627 | SIEMENS AG | $494M | Q2 2026 | 8/14/2026 | 2 |
| 4628 | Dash Acquisitions Inc. | $494M | Q2 2026 | 8/13/2026 | 72 |
| 4629 | High Falls Advisors, Inc | $494M | Q4 2025 | 2/18/2026 | 144 |
| 4630 | Spider Management Company, LLC | $493M | Q2 2026 | 8/13/2026 | 7 |
| 4631 | RK Capital Management, LLC | $493M | Q1 2014 | 5/12/2014 | 54 |
| 4632 | LJ TRUST Co LLC | $493M | Q2 2014 | 7/29/2014 | 11 |
| 4633 | Tyrus Capital S.A.M. | $493M | Q1 2014 | 5/15/2014 | 17 |
| 4634 | HIGHLINE WEALTH PARTNERS LLC | $493M | Q2 2026 | 7/15/2026 | 1,411 |
| 4635 | Fulcrum Capital LLC | $493M | Q2 2026 | 7/20/2026 | 103 |
| 4636 | Pinpoint Asset Management (Singapore) Pte. Ltd. | $493M | Q2 2026 | 8/6/2026 | 151 |
| 4637 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | $493M | Q1 2014 | 5/2/2014 | 291 |
| 4638 | Vantage Financial Partners, LLC | $493M | Q4 2025 | 2/3/2026 | 212 |
| 4639 | Uniting Wealth Partners, LLC | $492M | Q2 2026 | 8/6/2026 | 207 |
| 4640 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $492M | Q2 2026 | 8/6/2026 | 156 |
| 4641 | Cypress Point Wealth Management, LLC | $492M | Q2 2026 | 7/17/2026 | 142 |
| 4642 | Marion Wealth Management | $491M | Q2 2026 | 7/16/2026 | 159 |
| 4643 | Bellars Harris Wealth Management, LLC | $491M | Q2 2026 | 8/6/2026 | 96 |
| 4644 | MORTON COMMUNITY BANK | $491M | Q2 2026 | 8/14/2026 | 120 |
| 4645 | Nexus Asset Management LLC | $491M | Q1 2014 | 5/15/2014 | 42 |
| 4646 | Bulltick Wealth Management, LLC | $490M | Q2 2026 | 7/30/2026 | 134 |
| 4647 | FORTEM FINANCIAL GROUP, LLC | $490M | Q2 2026 | 7/20/2026 | 188 |
| 4648 | Summit Wealth Group, LLC | $490M | Q2 2026 | 8/4/2026 | 129 |
| 4649 | Timber Creek Capital Management LLC | $490M | Q2 2026 | 8/10/2026 | 80 |
| 4650 | Waterway Wealth Management, LLC | $490M | Q2 2026 | 7/13/2026 | 96 |
| 4651 | Ancient Art, L.P. | $489M | Q2 2026 | 8/14/2026 | 16 |
| 4652 | Atlantic Edge Private Wealth Management, LLC | $489M | Q2 2026 | 7/23/2026 | 619 |
| 4653 | Montis Financial, LLC | $489M | Q2 2026 | 8/5/2026 | 152 |
| 4654 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $489M | Q2 2026 | 8/6/2026 | 244 |
| 4655 | COLLECTIVE FAMILY OFFICE LLC | $489M | Q2 2026 | 7/2/2026 | 161 |
| 4656 | Dunhill Financial, LLC | $489M | Q2 2026 | 8/7/2026 | 1,617 |
| 4657 | Cetera Advisors LLC | $489M | Q1 2014 | 5/15/2014 | 415 |
| 4658 | Retirement Management Systems Inc. | $488M | Q2 2026 | 7/21/2026 | 55 |
| 4659 | Rempart Asset Management Inc. | $488M | Q2 2026 | 7/16/2026 | 36 |
| 4660 | von Borstel & Associates, Inc. | $488M | Q2 2026 | 8/13/2026 | 44 |
| 4661 | Weaver Consulting Group | $488M | Q2 2026 | 7/29/2026 | 297 |
| 4662 | INR ADVISORY SERVICES LLC | $488M | Q2 2014 | 7/25/2014 | 49 |
| 4663 | O'Keefe Stevens Advisory, Inc. | $488M | Q2 2026 | 7/13/2026 | 81 |
| 4664 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $487M | Q2 2026 | 8/3/2026 | 31 |
| 4665 | Lineage Point Capital LP | $487M | Q2 2026 | 8/14/2026 | 371 |
| 4666 | ENDEAVOUR CAPITAL ADVISORS INC | $487M | Q2 2026 | 8/7/2026 | 35 |
| 4667 | Parisi Gray Wealth Management | $487M | Q2 2026 | 7/9/2026 | 155 |
| 4668 | Wealth Advisory Solutions, LLC | $487M | Q2 2026 | 7/24/2026 | 150 |
| 4669 | MONETARY MANAGEMENT GROUP INC | $487M | Q2 2026 | 8/12/2026 | 336 |
| 4670 | Lorne Steinberg Wealth Management Inc. | $487M | Q2 2026 | 7/28/2026 | 72 |
| 4671 | EMERSON INVESTMENT MANAGEMENT, LLC | $486M | Q1 2014 | 5/12/2014 | 141 |
| 4672 | HARVEY CAPITAL MANAGEMENT INC | $486M | Q2 2026 | 8/21/2026 | 92 |
| 4673 | Vodafone Ventures Ltd | $486M | Q2 2026 | 8/4/2026 | 1 |
| 4674 | GENWORTH FINANCIAL INC | $486M | Q2 2026 | 7/22/2026 | 2 |
| 4675 | Berkeley Capital Partners, LLC | $486M | Q2 2026 | 8/6/2026 | 203 |
| 4676 | VAQUERO PRIVATE WEALTH, LTD | $486M | Q2 2026 | 7/17/2026 | 194 |
| 4677 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | $486M | Q2 2026 | 8/13/2026 | 82 |
| 4678 | WALLER FINANCIAL PLANNING GROUP, INC | $486M | Q2 2026 | 7/7/2026 | 78 |
| 4679 | Plan Group Financial, LLC | $486M | Q2 2026 | 8/3/2026 | 249 |
| 4680 | Stephens Greth Foundation | $485M | Q2 2026 | 8/12/2026 | 4 |
| 4681 | Cadent Capital Advisors, LLC | $485M | Q2 2026 | 7/13/2026 | 201 |
| 4682 | Crestview Partners IV GP, L.P. | $485M | Q2 2026 | 8/13/2026 | 2 |
| 4683 | Field & Main Bank | $485M | Q2 2026 | 8/19/2026 | 271 |
| 4684 | Ashford Advisors, LLC | $485M | Q2 2026 | 8/6/2026 | 23 |
| 4685 | FOURSIXTHREE CAPITAL LP | $485M | Q2 2026 | 8/14/2026 | 17 |
| 4686 | Prentice Wealth Management LLC | $484M | Q2 2026 | 7/15/2026 | 126 |
| 4687 | WEDGEWOOD PARTNERS INC | $484M | Q2 2026 | 8/14/2026 | 18 |
| 4688 | Global View Capital Management LLC | $484M | Q2 2026 | 7/23/2026 | 146 |
| 4689 | KEYWISE CAPITAL MANAGEMENT Ltd | $484M | Q2 2014 | 7/28/2014 | 10 |
| 4690 | Shengqi Capital (Hong Kong) Ltd | $484M | Q2 2026 | 7/27/2026 | 12 |
| 4691 | Aspire Private Capital, LLC | $484M | Q2 2026 | 7/15/2026 | 175 |
| 4692 | Princeton Alpha Management LP | $484M | Q2 2014 | 7/17/2014 | 657 |
| 4693 | Osborn Williams & Donohoe LLC | $483M | Q2 2014 | 7/23/2014 | 229 |
| 4694 | Heartland Bank & Trust Co | $483M | Q2 2026 | 8/11/2026 | 269 |
| 4695 | TAURUS ASSET MANAGEMENT, LLC | $483M | Q1 2014 | 5/15/2014 | 105 |
| 4696 | Sciencast Management LP | $482M | Q2 2026 | 7/28/2026 | 235 |
| 4697 | CAPITAL CITY TRUST CO/FL | $482M | Q2 2026 | 8/4/2026 | 129 |
| 4698 | Storgate, LLC | $482M | Q2 2026 | 8/12/2026 | 351 |
| 4699 | Sage Capital Advisors,llc | $482M | Q2 2026 | 7/9/2026 | 140 |
| 4700 | Stewardship Advisors, LLC | $481M | Q2 2026 | 7/20/2026 | 175 |
| 4701 | Winch Advisory Services, LLC | $481M | Q2 2026 | 8/6/2026 | 568 |
| 4702 | BENDER ROBERT & ASSOCIATES | $481M | Q2 2026 | 7/30/2026 | 39 |
| 4703 | Mudita Advisors LLP | $481M | Q2 2026 | 8/13/2026 | 24 |
| 4704 | NovaPoint Capital, LLC | $481M | Q2 2026 | 8/6/2026 | 161 |
| 4705 | Hurlow Wealth Management Group, Inc. | $481M | Q2 2026 | 8/5/2026 | 125 |
| 4706 | Mason & Associates, LLC | $481M | Q2 2026 | 7/14/2026 | 45 |
| 4707 | Old Mission Investment Co LLC | $481M | Q2 2026 | 8/14/2026 | 163 |
| 4708 | Standard General L.P. | $480M | Q2 2026 | 8/14/2026 | 2 |
| 4709 | Napier Financial, LLC | $480M | Q2 2026 | 7/31/2026 | 472 |
| 4710 | Marino Management, LLC | $480M | Q2 2026 | 7/28/2026 | 11 |
| 4711 | CONTINENTAL GENERAL INSURANCE CO | $480M | Q2 2026 | 8/13/2026 | 9 |
| 4712 | Farmers National Bank | $479M | Q2 2026 | 8/11/2026 | 180 |
| 4713 | Bank of New Hampshire | $479M | Q2 2026 | 7/14/2026 | 537 |
| 4714 | VALUEWORKS LLC | $479M | Q2 2026 | 8/14/2026 | 38 |
| 4715 | Triune Financial Partners, LLC | $479M | Q2 2026 | 8/7/2026 | 49 |
| 4716 | Kraft, Davis & Associates, LLC | $479M | Q2 2026 | 7/9/2026 | 155 |
| 4717 | May Hill Capital, LLC | $479M | Q2 2026 | 8/7/2026 | 256 |
| 4718 | Evernest Financial Advisors, LLC | $478M | Q2 2026 | 8/5/2026 | 191 |
| 4719 | Barry Investment Advisors, LLC | $478M | Q2 2026 | 7/9/2026 | 102 |
| 4720 | Knox Lane LP | $478M | Q2 2026 | 8/14/2026 | 1 |
| 4721 | Mattson Financial Services, LLC | $478M | Q2 2026 | 8/4/2026 | 235 |
| 4722 | Palumbo Wealth Management LLC | $478M | Q2 2026 | 8/12/2026 | 237 |
| 4723 | Cornerstone Wealth Advisors, Inc. | $477M | Q2 2026 | 7/17/2026 | 55 |
| 4724 | Standpoint Asset Management, LLC | $477M | Q2 2026 | 7/23/2026 | 8 |
| 4725 | RFG HOLDINGS, INC. | $477M | Q2 2026 | 7/29/2026 | 87 |
| 4726 | Gator Capital Management, LLC | $477M | Q2 2026 | 8/13/2026 | 68 |
| 4727 | Z3 Capital Partners, LLC | $476M | Q2 2026 | 7/28/2026 | 192 |
| 4728 | Elemental Capital Partners LLC | $476M | Q2 2026 | 7/28/2026 | 12 |
| 4729 | MAGNOLIA GROUP, LLC | $476M | Q2 2026 | 8/12/2026 | 16 |
| 4730 | Paragon Advisors, LLC | $476M | Q2 2026 | 7/29/2026 | 77 |
| 4731 | Joseph Group Capital Management | $476M | Q2 2026 | 8/6/2026 | 387 |
| 4732 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $476M | Q2 2026 | 7/15/2026 | 102 |
| 4733 | DG Capital Management, LLC | $475M | Q2 2026 | 8/12/2026 | 27 |
| 4734 | Park Edge Advisors, LLC | $475M | Q2 2026 | 7/10/2026 | 154 |
| 4735 | Lexington Partners VI Holdings, LLC | $475M | Q2 2014 | 8/1/2014 | 1 |
| 4736 | Financial & Tax Architects, LLC | $474M | Q2 2026 | 7/23/2026 | 110 |
| 4737 | CHASE INVESTMENT COUNSEL CORP | $474M | Q2 2026 | 8/6/2026 | 138 |
| 4738 | Scott & Selber, Inc. | $474M | Q2 2026 | 7/8/2026 | 91 |
| 4739 | Ipswich Investment Management Co., Inc. | $474M | Q2 2026 | 7/16/2026 | 190 |
| 4740 | Guidance Point Advisors, LLC | $474M | Q2 2026 | 7/31/2026 | 102 |
| 4741 | Austin Wealth Management, LLC | $473M | Q2 2026 | 7/22/2026 | 126 |
| 4742 | ArchPoint Investors | $473M | Q2 2026 | 8/13/2026 | 80 |
| 4743 | VAN DEN BERG MANAGEMENT I, INC | $473M | Q2 2026 | 8/14/2026 | 120 |
| 4744 | American Investment Services, Inc. | $473M | Q2 2026 | 8/12/2026 | 133 |
| 4745 | Logan Stone Capital, LLC | $473M | Q2 2026 | 8/14/2026 | 155 |
| 4746 | BCGM Wealth Management, LLC | $473M | Q2 2026 | 8/4/2026 | 182 |
| 4747 | Shelter Mutual Insurance Co | $473M | Q2 2026 | 8/11/2026 | 58 |
| 4748 | CAPITAL INSIGHT PARTNERS, LLC | $473M | Q4 2025 | 2/17/2026 | 134 |
| 4749 | Copper Harbor Investment Advisors, LLC | $472M | Q2 2026 | 7/23/2026 | 95 |
| 4750 | Maryland Capital Management | $472M | Q1 2014 | 5/15/2014 | 129 |
| 4751 | WHITENER CAPITAL MANAGEMENT, INC. | $472M | Q2 2026 | 7/10/2026 | 184 |
| 4752 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $472M | Q2 2026 | 7/27/2026 | 113 |
| 4753 | Cordoba Advisory Partners LLC | $472M | Q2 2026 | 7/21/2026 | 144 |
| 4754 | Acumen Wealth Advisors, LLC | $472M | Q2 2026 | 8/3/2026 | 493 |
| 4755 | Lansing Street Advisors | $472M | Q2 2026 | 7/24/2026 | 167 |
| 4756 | Aisling Capital Management LP | $472M | Q2 2026 | 8/13/2026 | 14 |
| 4757 | PEAVINE CAPITAL, LLC | $472M | Q2 2026 | 7/22/2026 | 9 |
| 4758 | Paulson Wealth Management Inc. | $471M | Q2 2026 | 8/4/2026 | 146 |
| 4759 | SUSQUEHANNA TRUST & INVESTMENT CO | $471M | Q2 2014 | 7/24/2014 | 103 |
| 4760 | CALIFORNIA FIRST LEASING CORP | $471M | Q2 2026 | 8/19/2026 | 34 |
| 4761 | Decker Wealth Management LLC | $471M | Q2 2026 | 7/30/2026 | 107 |
| 4762 | D.B. Root & Company, LLC | $471M | Q2 2026 | 8/13/2026 | 207 |
| 4763 | BAKER TILLY WEALTH MANAGEMENT, LLC | $471M | Q2 2026 | 7/17/2026 | 285 |
| 4764 | High Net Worth Advisory Group LLC | $471M | Q2 2026 | 7/29/2026 | 250 |
| 4765 | AMI INVESTMENT MANAGEMENT INC | $471M | Q2 2026 | 7/15/2026 | 78 |
| 4766 | Jones Hill Capital LP | $470M | Q2 2026 | 8/13/2026 | 29 |
| 4767 | Bill Few Associates, Inc. | $470M | Q2 2026 | 7/7/2026 | 227 |
| 4768 | Aster Capital Management (DIFC) Ltd | $470M | Q2 2026 | 8/14/2026 | 808 |
| 4769 | Tygh Capital Management, Inc. | $470M | Q2 2014 | 8/6/2014 | 116 |
| 4770 | White Pine Investment CO | $469M | Q2 2026 | 7/20/2026 | 72 |
| 4771 | Hartree Partners, LP | $469M | Q2 2026 | 8/12/2026 | 119 |
| 4772 | MilWealth Group LLC | $469M | Q2 2026 | 8/3/2026 | 82 |
| 4773 | BASSO CAPITAL MANAGEMENT, L.P. | $469M | Q2 2026 | 7/27/2026 | 138 |
| 4774 | HILL ISLAND FINANCIAL LLC | $469M | Q2 2026 | 8/11/2026 | 93 |
| 4775 | KADENSA CAPITAL Ltd | $469M | Q2 2026 | 8/14/2026 | 28 |
| 4776 | Evergreen Advisors, LLC | $469M | Q2 2026 | 8/4/2026 | 31 |
| 4777 | Sollinda Capital Management LLC | $468M | Q2 2026 | 8/5/2026 | 80 |
| 4778 | Hilltop National Bank | $468M | Q2 2026 | 7/1/2026 | 805 |
| 4779 | Third Rock Ventures, LLC | $468M | Q2 2014 | 7/30/2014 | 4 |
| 4780 | Deeter Investments LLP | $468M | Q4 2025 | 8/28/2026 | 111 |
| 4781 | DIVERSIFIED MANAGEMENT INC | $468M | Q2 2026 | 7/9/2026 | 171 |
| 4782 | PARADIGM ASSET MANAGEMENT CO LLC | $468M | Q2 2026 | 8/6/2026 | 419 |
| 4783 | KELLY LAWRENCE W & ASSOCIATES INC/CA | $468M | Q2 2026 | 8/14/2026 | 128 |
| 4784 | Sequent Planning LLC | $468M | Q2 2026 | 8/14/2026 | 269 |
| 4785 | Mystic Asset Management, Inc. | $468M | Q2 2026 | 8/11/2026 | 225 |
| 4786 | Trustees of Columbia University in the City of New York | $468M | Q2 2026 | 8/14/2026 | 3 |
| 4787 | QUATTRO FINANCIAL ADVISORS LLC | $468M | Q2 2026 | 7/16/2026 | 93 |
| 4788 | SPEECE THORSON CAPITAL GROUP INC | $468M | Q2 2026 | 8/4/2026 | 37 |
| 4789 | Truffle Hound Capital, LLC | $468M | Q2 2026 | 8/6/2026 | 52 |
| 4790 | GUIDANCE CAPITAL, INC | $468M | Q2 2026 | 7/20/2026 | 233 |
| 4791 | Foyston, Gordon & Payne Inc | $468M | Q2 2026 | 8/12/2026 | 68 |
| 4792 | Steamboat Capital Partners, LLC | $468M | Q2 2026 | 8/14/2026 | 59 |
| 4793 | BRAVE ASSET MANAGEMENT INC | $467M | Q2 2026 | 7/8/2026 | 146 |
| 4794 | Mizuho Bank, Ltd. | $467M | Q2 2026 | 8/13/2026 | 6 |
| 4795 | Talaria Asset Management Pty Ltd | $467M | Q2 2026 | 8/14/2026 | 12 |
| 4796 | Kelly Financial Services LLC | $467M | Q2 2026 | 7/14/2026 | 141 |
| 4797 | Stokes Capital Advisors, LLC | $467M | Q2 2026 | 7/22/2026 | 118 |
| 4798 | ADW Capital Management, LLC | $467M | Q2 2026 | 8/14/2026 | 11 |
| 4799 | CVC Management Holdings II Ltd. | $467M | Q2 2026 | 8/14/2026 | 4 |
| 4800 | Rothschild Capital Partners, LLC | $467M | Q2 2026 | 8/14/2026 | 90 |