Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4601 | Militia Capital Management LLC | $443M | Q1 2026 | 5/13/2026 | 257 |
| 4602 | Almitas Capital LLC | $443M | Q1 2026 | 5/15/2026 | 115 |
| 4603 | Schooner Investment Group, LLC. | $443M | Q2 2014 | 8/4/2014 | 145 |
| 4604 | Opal Wealth Advisors, LLC | $442M | Q1 2026 | 4/14/2026 | 606 |
| 4605 | Heartland Bank & Trust Co | $442M | Q1 2026 | 5/6/2026 | 261 |
| 4606 | Empire Financial Management Company, LLC | $442M | Q1 2026 | 5/15/2026 | 211 |
| 4607 | Capital Management Associates, Inc | $442M | Q1 2026 | 4/22/2026 | 151 |
| 4608 | Performa Ltd (US), LLC | $442M | Q1 2026 | 5/6/2026 | 47 |
| 4609 | Avidity Partners Management LP | $442M | Q1 2026 | 5/13/2026 | 46 |
| 4610 | DE BURLO GROUP INC | $441M | Q1 2026 | 5/14/2026 | 88 |
| 4611 | HALSEY ASSOCIATES INC/CT | $441M | Q1 2014 | 5/14/2014 | 106 |
| 4612 | ENDEAVOUR CAPITAL ADVISORS INC | $441M | Q1 2026 | 5/11/2026 | 37 |
| 4613 | KR CAPITAL ADVISORS INC | $441M | Q2 2014 | 8/5/2014 | 45 |
| 4614 | EWA, LLC | $441M | Q1 2026 | 4/23/2026 | 281 |
| 4615 | Decker Wealth Management LLC | $441M | Q1 2026 | 5/6/2026 | 105 |
| 4616 | Birnam Oak Advisors, LP | $441M | Q1 2026 | 5/12/2026 | 35 |
| 4617 | Triangle Securities Wealth Management | $441M | Q1 2026 | 4/20/2026 | 206 |
| 4618 | ASSET ADVISORS CORP | $441M | Q2 2014 | 7/24/2014 | 157 |
| 4619 | Cove Private Wealth, LLC | $440M | Q1 2026 | 5/13/2026 | 185 |
| 4620 | Austin Wealth Management, LLC | $440M | Q1 2026 | 4/14/2026 | 118 |
| 4621 | Cape Ann Asset Management Ltd | $440M | Q1 2026 | 5/14/2026 | 11 |
| 4622 | SailingStone Capital Partners LLC | $440M | Q1 2026 | 5/15/2026 | 17 |
| 4623 | Abound Wealth Management | $440M | Q1 2026 | 4/10/2026 | 1,492 |
| 4624 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $440M | Q1 2026 | 4/15/2026 | 162 |
| 4625 | DOLIVER ADVISORS, LP | $440M | Q1 2026 | 4/8/2026 | 180 |
| 4626 | DAFNA Capital Management LLC | $440M | Q1 2026 | 5/15/2026 | 83 |
| 4627 | Bank of Kentucky, Inc. | $439M | Q1 2014 | 5/19/2014 | 288 |
| 4628 | MSOP GP, L.L.C. | $439M | Q4 2025 | 2/17/2026 | 3 |
| 4629 | Regiment Capital Management LLC | $439M | Q2 2014 | 8/1/2014 | 19 |
| 4630 | Creek Drive Management Group LLC | $439M | Q1 2026 | 5/15/2026 | 53 |
| 4631 | Wealth Group Ltd | $439M | Q1 2026 | 4/10/2026 | 94 |
| 4632 | SPEECE THORSON CAPITAL GROUP INC | $439M | Q1 2026 | 4/29/2026 | 38 |
| 4633 | HARVEY CAPITAL MANAGEMENT INC | $439M | Q1 2026 | 5/11/2026 | 88 |
| 4634 | INVESTMENT CENTERS OF AMERICA INC | $439M | Q2 2014 | 8/5/2014 | 353 |
| 4635 | WHITENER CAPITAL MANAGEMENT, INC. | $438M | Q1 2026 | 4/16/2026 | 174 |
| 4636 | Winch Advisory Services, LLC | $438M | Q1 2026 | 4/30/2026 | 531 |
| 4637 | Detalus Advisors, LLC | $438M | Q1 2026 | 4/22/2026 | 186 |
| 4638 | Five Oceans Asset Management LTD | $438M | Q2 2014 | 8/1/2014 | 49 |
| 4639 | CAPITAL CITY TRUST CO/FL | $437M | Q1 2026 | 5/1/2026 | 114 |
| 4640 | Bank of New Hampshire | $437M | Q1 2026 | 4/13/2026 | 542 |
| 4641 | 3Chopt Investment Partners, LLC | $437M | Q1 2026 | 4/23/2026 | 240 |
| 4642 | SIEMENS PENSION TRUST E V | $437M | Q1 2026 | 5/15/2026 | 1 |
| 4643 | BECK CAPITAL MANAGEMENT, LLC | $437M | Q1 2026 | 5/15/2026 | 115 |
| 4644 | von Borstel & Associates, Inc. | $437M | Q1 2026 | 5/12/2026 | 42 |
| 4645 | SYMONS CAPITAL MANAGEMENT INC | $437M | Q1 2014 | 5/7/2014 | 87 |
| 4646 | Mason & Associates, LLC | $437M | Q1 2026 | 4/21/2026 | 44 |
| 4647 | Trails Edge Capital Partners, LP | $437M | Q1 2026 | 5/15/2026 | 27 |
| 4648 | Anchorage Capital Group, L.L.C. | $436M | Q1 2026 | 5/15/2026 | 3 |
| 4649 | VAN DEN BERG MANAGEMENT I, INC | $436M | Q1 2026 | 5/15/2026 | 133 |
| 4650 | VELA Investment Management, LLC | $436M | Q1 2026 | 5/8/2026 | 174 |
| 4651 | Napier Financial, LLC | $436M | Q1 2026 | 5/5/2026 | 609 |
| 4652 | Roof Eidam Maycock Peralta, LLC | $436M | Q1 2026 | 5/14/2026 | 125 |
| 4653 | Seafarer Capital Partners, LLC | $436M | Q1 2026 | 5/5/2026 | 9 |
| 4654 | Summit Wealth Group, LLC | $436M | Q1 2026 | 5/4/2026 | 126 |
| 4655 | MBM WEALTH CONSULTANTS, LLC | $436M | Q1 2026 | 4/20/2026 | 387 |
| 4656 | BRIDGES INVESTMENT COUNSEL INC/ | $435M | Q2 2014 | 7/14/2014 | 160 |
| 4657 | Stewardship Advisors, LLC | $435M | Q1 2026 | 4/17/2026 | 168 |
| 4658 | Tempus Wealth Planning, LLC | $435M | Q1 2026 | 4/28/2026 | 270 |
| 4659 | GREAT POINT PARTNERS LLC | $435M | Q1 2026 | 5/15/2026 | 42 |
| 4660 | Integris Wealth Management, LLC | $435M | Q1 2026 | 4/10/2026 | 124 |
| 4661 | Gimbel Daniel Scott | $435M | Q1 2026 | 5/15/2026 | 2 |
| 4662 | JPL Wealth Management, LLC | $435M | Q1 2026 | 5/8/2026 | 1,554 |
| 4663 | Majedie Asset Management Ltd | $435M | Q2 2014 | 8/1/2014 | 49 |
| 4664 | MDE Group | $435M | Q2 2014 | 8/11/2014 | 67 |
| 4665 | Div Capital Phoenix Assets Ltd | $434M | Q1 2026 | 4/21/2026 | 11 |
| 4666 | Old Port Advisors | $434M | Q1 2026 | 4/6/2026 | 239 |
| 4667 | Cornerstone Wealth Advisors, Inc. | $434M | Q1 2026 | 4/9/2026 | 49 |
| 4668 | WealthBridge Capital Management, LLC | $434M | Q1 2026 | 4/17/2026 | 221 |
| 4669 | Park Edge Advisors, LLC | $434M | Q1 2026 | 4/20/2026 | 141 |
| 4670 | INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | $434M | Q1 2014 | 5/8/2014 | 124 |
| 4671 | Foyston, Gordon & Payne Inc | $434M | Q1 2026 | 5/11/2026 | 67 |
| 4672 | Horiko Capital Management LLC | $434M | Q1 2026 | 5/13/2026 | 20 |
| 4673 | First PREMIER Bank | $433M | Q1 2026 | 4/20/2026 | 375 |
| 4674 | GAGNON SECURITIES LLC | $433M | Q1 2026 | 4/21/2026 | 85 |
| 4675 | BOLTON LP | $433M | Q1 2014 | 5/15/2014 | 162 |
| 4676 | ICON ADVISERS INC/CO | $433M | Q1 2026 | 5/13/2026 | 144 |
| 4677 | COBIZ WEALTH, LLC | $433M | Q2 2014 | 7/29/2014 | 125 |
| 4678 | Pinpoint Asset Management (Singapore) Pte. Ltd. | $433M | Q1 2026 | 5/13/2026 | 150 |
| 4679 | Seven Springs Wealth Group, LLC | $432M | Q1 2026 | 5/14/2026 | 81 |
| 4680 | Ballast, Inc. | $432M | Q1 2026 | 5/15/2026 | 133 |
| 4681 | Apeiron RIA LLC | $431M | Q1 2026 | 4/27/2026 | 204 |
| 4682 | RRJ CAPITAL LTD | $431M | Q1 2014 | 4/23/2014 | 4 |
| 4683 | Mystic Asset Management, Inc. | $431M | Q1 2026 | 5/8/2026 | 218 |
| 4684 | Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | $431M | Q1 2026 | 4/23/2026 | 2 |
| 4685 | Operose Advisors LLC | $431M | Q1 2026 | 5/12/2026 | 593 |
| 4686 | Berkeley Capital Partners, LLC | $431M | Q1 2026 | 5/6/2026 | 184 |
| 4687 | Sage Capital Advisors,llc | $431M | Q1 2026 | 4/7/2026 | 129 |
| 4688 | Uncommon Cents Investing LLC | $431M | Q1 2026 | 4/15/2026 | 208 |
| 4689 | SG Trading Solutions, LLC | $431M | Q4 2025 | 2/24/2026 | 211 |
| 4690 | MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | $430M | Q2 2014 | 7/24/2014 | 92 |
| 4691 | White Pine Investment CO | $430M | Q1 2026 | 4/20/2026 | 67 |
| 4692 | PKS Advisory Services, LLC | $430M | Q1 2026 | 5/13/2026 | 228 |
| 4693 | SECOND CURVE CAPITAL LLC | $430M | Q1 2014 | 5/13/2014 | 25 |
| 4694 | Generali Investments, Management Co LLC | $430M | Q1 2026 | 4/9/2026 | 162 |
| 4695 | Highmount Capital, LLC | $430M | Q1 2014 | 5/13/2014 | 145 |
| 4696 | GREAT OAK CAPITAL PARTNERS, LLC | $430M | Q1 2026 | 4/10/2026 | 47 |
| 4697 | Laura & John Arnold Foundation | $430M | Q1 2026 | 5/15/2026 | 4 |
| 4698 | Quantitative Advantage, LLC | $429M | Q2 2014 | 8/5/2014 | 44 |
| 4699 | Ashford Advisors, LLC | $429M | Q1 2026 | 5/5/2026 | 23 |
| 4700 | AlphaOne Investment Services, LLC | $429M | Q1 2014 | 5/15/2014 | 141 |
| 4701 | Broadleaf Partners, LLC | $429M | Q1 2026 | 5/14/2026 | 84 |
| 4702 | High Net Worth Advisory Group LLC | $429M | Q1 2026 | 4/17/2026 | 244 |
| 4703 | Whitcomb & Hess, Inc. | $429M | Q1 2026 | 4/8/2026 | 64 |
| 4704 | Pinion Investment Advisors, LLC | $428M | Q1 2026 | 4/24/2026 | 181 |
| 4705 | ACT II MANAGEMENT, LP | $428M | Q1 2014 | 5/15/2014 | 41 |
| 4706 | Crow's Nest Holdings LP | $428M | Q1 2026 | 5/15/2026 | 11 |
| 4707 | GENWORTH FINANCIAL INC | $428M | Q1 2026 | 4/30/2026 | 2 |
| 4708 | KOTLER KEVIN | $427M | Q4 2025 | 2/17/2026 | 38 |
| 4709 | Navigation Group, LLC | $427M | Q1 2026 | 5/5/2026 | 113 |
| 4710 | Cordgrass Capital Advisors, LLC | $427M | Q1 2026 | 5/7/2026 | 277 |
| 4711 | Visionary Asset Management, Inc. | $427M | Q2 2014 | 8/7/2014 | 496 |
| 4712 | Grandeur Peak Global Advisors, LLC | $427M | Q1 2026 | 5/15/2026 | 86 |
| 4713 | BRAVE ASSET MANAGEMENT INC | $427M | Q1 2026 | 4/17/2026 | 161 |
| 4714 | Paulson Wealth Management Inc. | $427M | Q1 2026 | 5/8/2026 | 137 |
| 4715 | Hunter Perkins Capital Management, LLC | $427M | Q1 2026 | 5/12/2026 | 143 |
| 4716 | Warther Private Wealth, LLC | $427M | Q1 2026 | 5/14/2026 | 40 |
| 4717 | PARADIGM ASSET MANAGEMENT CO LLC | $426M | Q1 2026 | 5/12/2026 | 424 |
| 4718 | GARCIA HAMILTON & ASSOCIATES LP/DE | $426M | Q2 2014 | 8/7/2014 | 60 |
| 4719 | Plan Group Financial, LLC | $426M | Q1 2026 | 4/13/2026 | 229 |
| 4720 | M&R CAPITAL MANAGEMENT INC | $426M | Q2 2014 | 8/11/2014 | 223 |
| 4721 | Ipswich Investment Management Co., Inc. | $426M | Q1 2026 | 4/10/2026 | 185 |
| 4722 | Battery Management Corp. | $426M | Q1 2026 | 5/15/2026 | 5 |
| 4723 | Evergreen Advisors, LLC | $426M | Q1 2026 | 5/5/2026 | 168 |
| 4724 | Total Clarity Wealth Management, Inc. | $426M | Q1 2026 | 4/17/2026 | 311 |
| 4725 | Farmers & Merchants Trust Co of Long Beach | $426M | Q1 2026 | 4/16/2026 | 187 |
| 4726 | MASTRAPASQUA ASSET MANAGEMENT INC | $426M | Q1 2014 | 5/14/2014 | 151 |
| 4727 | Aston Asset Management, LLC | $426M | Q1 2014 | 5/15/2014 | 139 |
| 4728 | All Terrain Financial Advisors, LLC | $425M | Q1 2026 | 5/12/2026 | 150 |
| 4729 | CORNERSTONE ADVISORS INC | $425M | Q1 2014 | 5/7/2014 | 266 |
| 4730 | Atlas Private Wealth Advisors | $425M | Q1 2026 | 4/23/2026 | 132 |
| 4731 | KLP Enterprises, LLC | $425M | Q4 2013 | 2/12/2014 | 2 |
| 4732 | Midwest Professional Planners, LTD. | $425M | Q1 2026 | 5/5/2026 | 137 |
| 4733 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $424M | Q1 2026 | 5/15/2026 | 32 |
| 4734 | OnyxPoint Global Management LP | $424M | Q1 2026 | 5/15/2026 | 29 |
| 4735 | Dunhill Financial, LLC | $424M | Q1 2026 | 5/6/2026 | 1,857 |
| 4736 | SENECA CAPITAL INVESTMENTS, L.P. | $424M | Q1 2014 | 5/15/2014 | 45 |
| 4737 | MCDONALD PARTNERS LLC | $424M | Q1 2026 | 5/15/2026 | 208 |
| 4738 | AMJ Financial Wealth Management | $424M | Q1 2026 | 5/8/2026 | 86 |
| 4739 | GRASSI INVESTMENT MANAGEMENT LLC | $424M | Q1 2014 | 4/30/2014 | 131 |
| 4740 | SECTOR GAMMA AS | $423M | Q1 2026 | 5/7/2026 | 42 |
| 4741 | Dalal Street, LLC | $423M | Q1 2026 | 5/14/2026 | 3 |
| 4742 | Kingdom Ridge Capital, LLC | $423M | Q1 2014 | 5/15/2014 | 25 |
| 4743 | Retirement Solution LLC | $423M | Q1 2026 | 5/11/2026 | 57 |
| 4744 | Shakespeare Wealth Management, LLC | $422M | Q1 2026 | 4/30/2026 | 98 |
| 4745 | Guidance Point Advisors, LLC | $422M | Q1 2026 | 5/12/2026 | 96 |
| 4746 | BURNHAM ASSET MANAGEMENT CORP /NY/ | $422M | Q1 2014 | 4/25/2014 | 250 |
| 4747 | Lorne Steinberg Wealth Management Inc. | $422M | Q1 2026 | 5/7/2026 | 68 |
| 4748 | AllGen Financial Advisors, Inc. | $422M | Q4 2025 | 1/22/2026 | 40 |
| 4749 | REILLY FINANCIAL ADVISORS, LLC | $422M | Q2 2014 | 7/16/2014 | 840 |
| 4750 | EVEREST CAPITAL LLC | $422M | Q1 2014 | 5/15/2014 | 42 |
| 4751 | Wealthspring Capital LLC | $421M | Q1 2026 | 5/1/2026 | 195 |
| 4752 | Sands Capital Alternatives, LLC | $421M | Q1 2026 | 5/8/2026 | 21 |
| 4753 | BOSTON RESEARCH & MANAGEMENT INC | $421M | Q1 2026 | 4/10/2026 | 114 |
| 4754 | KDI CAPITAL PARTNERS LLC | $421M | Q1 2014 | 5/14/2014 | 39 |
| 4755 | RIA Advisory Group LLC | $421M | Q1 2026 | 4/23/2026 | 145 |
| 4756 | Turner Capital Investments, LLC | $421M | Q1 2026 | 4/9/2026 | 1 |
| 4757 | Triune Financial Partners, LLC | $421M | Q1 2026 | 4/30/2026 | 47 |
| 4758 | Hilltop National Bank | $421M | Q1 2026 | 4/2/2026 | 795 |
| 4759 | Cordatus Wealth Management LLC | $420M | Q1 2026 | 4/29/2026 | 164 |
| 4760 | MilWealth Group LLC | $420M | Q1 2026 | 5/1/2026 | 81 |
| 4761 | Hurlow Wealth Management Group, Inc. | $420M | Q1 2026 | 4/22/2026 | 120 |
| 4762 | ArchPoint Investors | $420M | Q1 2026 | 5/14/2026 | 78 |
| 4763 | ALPINE WOODS CAPITAL INVESTORS, LLC | $420M | Q4 2025 | 2/18/2026 | 174 |
| 4764 | MERIDIAN INVESTMENT COUNSEL INC. | $420M | Q1 2026 | 4/28/2026 | 237 |
| 4765 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $420M | Q1 2026 | 5/7/2026 | 30 |
| 4766 | Parisi Gray Wealth Management | $420M | Q1 2026 | 4/8/2026 | 137 |
| 4767 | CVC Management Holdings II Ltd. | $420M | Q1 2026 | 5/14/2026 | 3 |
| 4768 | Franklin, Parlapiano, Turner & Welch, LLC | $420M | Q1 2026 | 4/24/2026 | 55 |
| 4769 | Weaver Consulting Group | $420M | Q1 2026 | 5/15/2026 | 275 |
| 4770 | Tahithromos, L.L.C. | $419M | Q2 2014 | 7/23/2014 | 41 |
| 4771 | Bowling Portfolio Management LLC | $419M | Q1 2014 | 5/13/2014 | 109 |
| 4772 | HARRELL INVESTMENT PARTNERS, LLC | $419M | Q1 2026 | 4/22/2026 | 144 |
| 4773 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $419M | Q1 2026 | 5/8/2026 | 108 |
| 4774 | Core Wealth Advisors, Inc. | $419M | Q1 2026 | 5/15/2026 | 114 |
| 4775 | Fairvoy Private Wealth, LLC | $419M | Q1 2026 | 4/20/2026 | 201 |
| 4776 | Mattson Financial Services, LLC | $419M | Q1 2026 | 5/11/2026 | 232 |
| 4777 | Juniper Hill Capital Management LP | $419M | Q4 2025 | 2/3/2026 | 4 |
| 4778 | MONETARY MANAGEMENT GROUP INC | $419M | Q1 2026 | 5/13/2026 | 332 |
| 4779 | D.B. Root & Company, LLC | $419M | Q1 2026 | 5/12/2026 | 191 |
| 4780 | Praesidium Investment Management Company, LLC | $419M | Q1 2026 | 5/15/2026 | 12 |
| 4781 | FOSTER DYKEMA CABOT & CO INC/MA | $418M | Q2 2014 | 7/29/2014 | 89 |
| 4782 | VEGA INVESTMENT SOLUTIONS | $418M | Q1 2026 | 5/14/2026 | 175 |
| 4783 | Trigran Investments, Inc. | $418M | Q1 2026 | 5/13/2026 | 17 |
| 4784 | Walter Public Investments Inc. | $418M | Q1 2026 | 4/28/2026 | 48 |
| 4785 | FLORIDA FINANCIAL ADVISORS, LLC | $418M | Q1 2026 | 5/7/2026 | 317 |
| 4786 | Millstreet Capital Management LLC | $418M | Q1 2026 | 5/15/2026 | 2 |
| 4787 | PSI Advisors, LLC | $418M | Q1 2026 | 5/14/2026 | 167 |
| 4788 | Bill Few Associates, Inc. | $417M | Q1 2026 | 4/8/2026 | 212 |
| 4789 | Alight Capital Management LP | $417M | Q1 2026 | 5/15/2026 | 64 |
| 4790 | BENDER ROBERT & ASSOCIATES | $417M | Q1 2026 | 4/22/2026 | 45 |
| 4791 | KFA Private Wealth Group, LLC | $417M | Q1 2026 | 4/20/2026 | 160 |
| 4792 | DAVIDSON & GARRARD INC | $417M | Q2 2014 | 8/7/2014 | 188 |
| 4793 | Birch Run Capital Advisors, LP | $416M | Q1 2014 | 5/15/2014 | 25 |
| 4794 | Westwind Capital | $416M | Q1 2026 | 4/14/2026 | 77 |
| 4795 | CLARK ESTATES INC/NY | $416M | Q1 2026 | 5/11/2026 | 97 |
| 4796 | Spruce Street Capital LP | $416M | Q1 2026 | 5/14/2026 | 28 |
| 4797 | STEVENS CAPITAL PARTNERS | $416M | Q1 2026 | 4/24/2026 | 126 |
| 4798 | Venator Management LLC | $416M | Q1 2026 | 5/14/2026 | 28 |
| 4799 | HOWARD HUGHES MEDICAL INSTITUTE | $416M | Q1 2026 | 5/15/2026 | 31 |
| 4800 | Syverson Strege & Co | $416M | Q1 2026 | 5/4/2026 | 169 |