Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4601 | Halter Ferguson Financial Inc. | $456M | Q1 2026 | 4/28/2026 | 38 |
| 4602 | Legacy Wealth Asset Management, LLC | $456M | Q2 2026 | 7/9/2026 | 380 |
| 4603 | Integre Asset Management, LLC | $456M | Q1 2014 | 5/14/2014 | 159 |
| 4604 | FWL INVESTMENT MANAGEMENT, LLC | $456M | Q1 2026 | 5/15/2026 | 346 |
| 4605 | ENTRUST GLOBAL PARTNERS L L C | $456M | Q1 2026 | 5/15/2026 | 5 |
| 4606 | Adams Wealth Management | $455M | Q1 2026 | 5/11/2026 | 145 |
| 4607 | CLG LLC | $455M | Q2 2026 | 7/16/2026 | 156 |
| 4608 | WEST MICHIGAN ADVISORS, LLC | $455M | Q1 2026 | 5/5/2026 | 298 |
| 4609 | Colony Family Offices, LLC | $455M | Q2 2026 | 7/20/2026 | 61 |
| 4610 | CYPRESS ASSET MANAGEMENT INC/TX | $455M | Q4 2025 | 1/29/2026 | 105 |
| 4611 | Garden State Investment Advisory Services LLC | $455M | Q1 2026 | 5/13/2026 | 339 |
| 4612 | Herring Creek Capital Management, LLC | $455M | Q1 2014 | 5/15/2014 | 25 |
| 4613 | Aries Wealth Management | $455M | Q1 2026 | 5/14/2026 | 234 |
| 4614 | Twelve Points Wealth Management LLC | $455M | Q1 2026 | 4/14/2026 | 200 |
| 4615 | Highland Financial Advisors, LLC | $455M | Q2 2026 | 7/9/2026 | 73 |
| 4616 | Militia Capital Management LLC | $454M | Q1 2026 | 6/12/2026 | 267 |
| 4617 | INTEGRAL INVESTMENT ADVISORS, INC. | $454M | Q2 2026 | 7/7/2026 | 181 |
| 4618 | Vodafone Ventures Ltd | $453M | Q1 2026 | 5/13/2026 | 1 |
| 4619 | Farmers National Bank | $453M | Q1 2026 | 6/8/2026 | 185 |
| 4620 | Act Two Investors LLC | $453M | Q1 2026 | 5/8/2026 | 36 |
| 4621 | Bulltick Wealth Management, LLC | $453M | Q1 2026 | 4/27/2026 | 137 |
| 4622 | Granite Investment Advisors, LLC | $453M | Q2 2014 | 7/23/2014 | 101 |
| 4623 | Compton Financial Group, LLC | $453M | Q1 2026 | 4/28/2026 | 71 |
| 4624 | Addison Advisors LLC | $452M | Q1 2026 | 5/8/2026 | 980 |
| 4625 | Blankinship & Foster, LLC | $452M | Q1 2026 | 4/17/2026 | 75 |
| 4626 | Essex Bank | $452M | Q1 2026 | 4/17/2026 | 305 |
| 4627 | HGC Investment Management Inc. | $451M | Q1 2026 | 5/15/2026 | 172 |
| 4628 | CDAM (UK) Ltd | $451M | Q1 2026 | 5/14/2026 | 11 |
| 4629 | Lind Value II ApS | $451M | Q1 2026 | 5/11/2026 | 8 |
| 4630 | Vigilant Capital Management, LLC | $451M | Q2 2014 | 7/18/2014 | 248 |
| 4631 | SW Investment Management LLC | $451M | Q1 2026 | 5/8/2026 | 8 |
| 4632 | Magnitude Capital, LLC | $450M | Q1 2026 | 5/12/2026 | 1 |
| 4633 | KELLY FINANCIAL GROUP LLC | $450M | Q2 2026 | 7/14/2026 | 107 |
| 4634 | Shelter Mutual Insurance Co | $450M | Q1 2026 | 4/29/2026 | 58 |
| 4635 | Raab & Moskowitz Asset Management LLC | $450M | Q1 2026 | 5/21/2026 | 187 |
| 4636 | E&G Advisors, LP | $449M | Q1 2026 | 4/21/2026 | 236 |
| 4637 | NVWM, LLC | $449M | Q1 2026 | 4/27/2026 | 747 |
| 4638 | Miramar Capital, LLC | $449M | Q1 2026 | 5/11/2026 | 56 |
| 4639 | Polaris Wealth Advisory Group, LLC | $449M | Q2 2014 | 8/5/2014 | 72 |
| 4640 | one8zero8, LLC | $449M | Q1 2026 | 5/7/2026 | 260 |
| 4641 | Petix & Botte Co | $449M | Q1 2026 | 4/30/2026 | 272 |
| 4642 | Wealth Advisory Solutions, LLC | $449M | Q1 2026 | 4/22/2026 | 142 |
| 4643 | Post Oak Energy Holdings, LLC | $449M | Q1 2026 | 5/15/2026 | 1 |
| 4644 | Financial & Tax Architects, LLC | $448M | Q1 2026 | 4/23/2026 | 108 |
| 4645 | American Investment Services, Inc. | $448M | Q1 2026 | 5/13/2026 | 132 |
| 4646 | Wealthspring Capital LLC | $448M | Q2 2026 | 7/15/2026 | 208 |
| 4647 | Level Financial Advisors | $448M | Q2 2026 | 7/15/2026 | 95 |
| 4648 | PLIMOTH TRUST CO LLC | $447M | Q1 2026 | 4/27/2026 | 173 |
| 4649 | QCM Cayman, Ltd. | $447M | Q1 2014 | 5/14/2014 | 281 |
| 4650 | SYQUANT CAPITAL SAS | $447M | Q2 2026 | 7/9/2026 | 38 |
| 4651 | BROWN WEALTH MANAGEMENT, LLC | $447M | Q2 2026 | 7/20/2026 | 134 |
| 4652 | Flagstone Financial Management | $447M | Q2 2026 | 7/21/2026 | 77 |
| 4653 | WORLD EQUITY GROUP, INC. | $447M | Q2 2026 | 7/9/2026 | 375 |
| 4654 | Toscafund Asset Management LLP | $446M | Q1 2014 | 5/29/2014 | 17 |
| 4655 | PHILADELPHIA INTERNATIONAL ADVISORS LP | $446M | Q2 2014 | 7/29/2014 | 77 |
| 4656 | Hunter Perkins Capital Management, LLC | $446M | Q2 2026 | 7/16/2026 | 149 |
| 4657 | Weil Company, Inc. | $445M | Q1 2026 | 4/15/2026 | 115 |
| 4658 | Rialto Wealth Management, LLC | $445M | Q1 2026 | 5/14/2026 | 1,730 |
| 4659 | Legacy Wealth Partners, LLC | $445M | Q2 2026 | 7/22/2026 | 189 |
| 4660 | NORTHSTAR ASSET MANAGEMENT Co | $445M | Q1 2026 | 4/23/2026 | 145 |
| 4661 | Bulldog Investors, LLP | $445M | Q1 2026 | 5/8/2026 | 216 |
| 4662 | Mandatum Life Insurance Co Ltd | $445M | Q1 2026 | 5/5/2026 | 84 |
| 4663 | CGC Financial Services, LLC | $445M | Q2 2026 | 7/13/2026 | 337 |
| 4664 | J. Derek Lewis & Associates Inc. | $445M | Q1 2026 | 5/21/2026 | 211 |
| 4665 | CATAWBA CAPITAL MANAGEMENT /VA | $445M | Q2 2014 | 7/15/2014 | 254 |
| 4666 | Accel Wealth Management | $444M | Q2 2026 | 7/10/2026 | 305 |
| 4667 | Abacus FCF Advisors LLC | $444M | Q1 2026 | 4/8/2026 | 52 |
| 4668 | Sand Grove Capital Management LLP | $444M | Q1 2026 | 5/15/2026 | 19 |
| 4669 | WELCH CAPITAL PARTNERS LLC/NY | $444M | Q1 2026 | 5/7/2026 | 26 |
| 4670 | Aspire Capital Advisors LLC | $444M | Q1 2026 | 4/22/2026 | 122 |
| 4671 | MSF Capital, LLC | $444M | Q1 2014 | 5/6/2014 | 47 |
| 4672 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | $444M | Q1 2026 | 5/11/2026 | 85 |
| 4673 | TIFF ADVISORY SERVICES, LLC | $444M | Q1 2026 | 5/12/2026 | 25 |
| 4674 | Duncan Williams Asset Management, LLC | $444M | Q2 2026 | 7/22/2026 | 172 |
| 4675 | TrueWealth Advisors, LLC | $444M | Q2 2026 | 7/8/2026 | 235 |
| 4676 | TOWNSQUARE CAPITAL LLC | $444M | Q1 2026 | 5/13/2026 | 253 |
| 4677 | Coston, McIsaac & Partners | $443M | Q1 2026 | 4/22/2026 | 941 |
| 4678 | Cornerstone Planning, LLC | $443M | Q1 2026 | 5/11/2026 | 141 |
| 4679 | Grey Ledge Advisors, LLC | $443M | Q1 2026 | 4/20/2026 | 239 |
| 4680 | Beacon Financial Advisory LLC | $443M | Q1 2026 | 4/27/2026 | 402 |
| 4681 | Almitas Capital LLC | $443M | Q1 2026 | 5/15/2026 | 115 |
| 4682 | Schooner Investment Group, LLC. | $443M | Q2 2014 | 8/4/2014 | 145 |
| 4683 | Heartland Bank & Trust Co | $442M | Q1 2026 | 5/6/2026 | 261 |
| 4684 | Empire Financial Management Company, LLC | $442M | Q1 2026 | 5/15/2026 | 211 |
| 4685 | Bouvel Investment Partners, LLC | $442M | Q2 2026 | 7/17/2026 | 84 |
| 4686 | Franklin, Parlapiano, Turner & Welch, LLC | $442M | Q2 2026 | 7/9/2026 | 55 |
| 4687 | HWG Holdings LP | $442M | Q2 2026 | 7/14/2026 | 44 |
| 4688 | Cerro Pacific Wealth Advisors LLC | $442M | Q2 2026 | 7/15/2026 | 165 |
| 4689 | Performa Ltd (US), LLC | $442M | Q1 2026 | 5/6/2026 | 47 |
| 4690 | DOLIVER ADVISORS, LP | $442M | Q2 2026 | 7/9/2026 | 191 |
| 4691 | DE BURLO GROUP INC | $441M | Q1 2026 | 5/14/2026 | 88 |
| 4692 | Morton Brown Family Wealth, LLC | $441M | Q2 2026 | 7/21/2026 | 416 |
| 4693 | HALSEY ASSOCIATES INC/CT | $441M | Q1 2014 | 5/14/2014 | 106 |
| 4694 | ENDEAVOUR CAPITAL ADVISORS INC | $441M | Q1 2026 | 5/11/2026 | 37 |
| 4695 | KR CAPITAL ADVISORS INC | $441M | Q2 2014 | 8/5/2014 | 45 |
| 4696 | Decker Wealth Management LLC | $441M | Q1 2026 | 5/6/2026 | 105 |
| 4697 | Birnam Oak Advisors, LP | $441M | Q1 2026 | 5/12/2026 | 35 |
| 4698 | ASSET ADVISORS CORP | $441M | Q2 2014 | 7/24/2014 | 157 |
| 4699 | Cove Private Wealth, LLC | $440M | Q1 2026 | 5/13/2026 | 185 |
| 4700 | Cape Ann Asset Management Ltd | $440M | Q1 2026 | 5/14/2026 | 11 |
| 4701 | SailingStone Capital Partners LLC | $440M | Q1 2026 | 5/15/2026 | 17 |
| 4702 | DAFNA Capital Management LLC | $440M | Q1 2026 | 5/15/2026 | 83 |
| 4703 | Bank of Kentucky, Inc. | $439M | Q1 2014 | 5/19/2014 | 288 |
| 4704 | MSOP GP, L.L.C. | $439M | Q4 2025 | 2/17/2026 | 3 |
| 4705 | Regiment Capital Management LLC | $439M | Q2 2014 | 8/1/2014 | 19 |
| 4706 | Creek Drive Management Group LLC | $439M | Q1 2026 | 5/15/2026 | 53 |
| 4707 | New Capital Management LP | $439M | Q2 2026 | 7/14/2026 | 60 |
| 4708 | SPEECE THORSON CAPITAL GROUP INC | $439M | Q1 2026 | 4/29/2026 | 38 |
| 4709 | HARVEY CAPITAL MANAGEMENT INC | $439M | Q1 2026 | 5/11/2026 | 88 |
| 4710 | INVESTMENT CENTERS OF AMERICA INC | $439M | Q2 2014 | 8/5/2014 | 353 |
| 4711 | Winch Advisory Services, LLC | $438M | Q1 2026 | 4/30/2026 | 531 |
| 4712 | Detalus Advisors, LLC | $438M | Q1 2026 | 4/22/2026 | 186 |
| 4713 | Astoria Strategic Wealth, Inc. | $438M | Q2 2026 | 7/16/2026 | 36 |
| 4714 | CITIZENS & NORTHERN CORP | $438M | Q2 2026 | 7/17/2026 | 117 |
| 4715 | Five Oceans Asset Management LTD | $438M | Q2 2014 | 8/1/2014 | 49 |
| 4716 | CAPITAL CITY TRUST CO/FL | $437M | Q1 2026 | 5/1/2026 | 114 |
| 4717 | Strategic Investment Solutions, Inc. /IL | $437M | Q2 2026 | 7/8/2026 | 707 |
| 4718 | 3Chopt Investment Partners, LLC | $437M | Q1 2026 | 4/23/2026 | 240 |
| 4719 | SIEMENS PENSION TRUST E V | $437M | Q1 2026 | 5/15/2026 | 1 |
| 4720 | BECK CAPITAL MANAGEMENT, LLC | $437M | Q1 2026 | 5/15/2026 | 115 |
| 4721 | von Borstel & Associates, Inc. | $437M | Q1 2026 | 5/12/2026 | 42 |
| 4722 | SYMONS CAPITAL MANAGEMENT INC | $437M | Q1 2014 | 5/7/2014 | 87 |
| 4723 | Trails Edge Capital Partners, LP | $437M | Q1 2026 | 5/15/2026 | 27 |
| 4724 | City State Bank | $436M | Q2 2026 | 7/14/2026 | 809 |
| 4725 | Boltwood Capital Management | $436M | Q2 2026 | 7/2/2026 | 192 |
| 4726 | Prosperity Planning, Inc. | $436M | Q2 2026 | 7/10/2026 | 117 |
| 4727 | Anchorage Capital Group, L.L.C. | $436M | Q1 2026 | 5/15/2026 | 3 |
| 4728 | MONARCH CAPITAL MANAGEMENT INC | $436M | Q2 2026 | 7/22/2026 | 130 |
| 4729 | VAN DEN BERG MANAGEMENT I, INC | $436M | Q1 2026 | 5/15/2026 | 133 |
| 4730 | VELA Investment Management, LLC | $436M | Q1 2026 | 5/8/2026 | 174 |
| 4731 | Napier Financial, LLC | $436M | Q1 2026 | 5/5/2026 | 609 |
| 4732 | Roof Eidam Maycock Peralta, LLC | $436M | Q1 2026 | 5/14/2026 | 125 |
| 4733 | Seafarer Capital Partners, LLC | $436M | Q1 2026 | 5/5/2026 | 9 |
| 4734 | Summit Wealth Group, LLC | $436M | Q1 2026 | 5/4/2026 | 126 |
| 4735 | MBM WEALTH CONSULTANTS, LLC | $436M | Q1 2026 | 4/20/2026 | 387 |
| 4736 | Peak Financial Management, Inc. | $436M | Q2 2026 | 7/20/2026 | 114 |
| 4737 | BRIDGES INVESTMENT COUNSEL INC/ | $435M | Q2 2014 | 7/14/2014 | 160 |
| 4738 | GREAT POINT PARTNERS LLC | $435M | Q1 2026 | 5/15/2026 | 42 |
| 4739 | Gimbel Daniel Scott | $435M | Q1 2026 | 5/15/2026 | 2 |
| 4740 | JPL Wealth Management, LLC | $435M | Q1 2026 | 5/8/2026 | 1,554 |
| 4741 | Majedie Asset Management Ltd | $435M | Q2 2014 | 8/1/2014 | 49 |
| 4742 | MDE Group | $435M | Q2 2014 | 8/11/2014 | 67 |
| 4743 | One Charles Private Wealth Services, LLC | $434M | Q2 2026 | 7/15/2026 | 176 |
| 4744 | WealthBridge Capital Management, LLC | $434M | Q1 2026 | 4/17/2026 | 221 |
| 4745 | INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | $434M | Q1 2014 | 5/8/2014 | 124 |
| 4746 | Foyston, Gordon & Payne Inc | $434M | Q1 2026 | 5/11/2026 | 67 |
| 4747 | Horiko Capital Management LLC | $434M | Q1 2026 | 5/13/2026 | 20 |
| 4748 | GAGNON SECURITIES LLC | $433M | Q1 2026 | 4/21/2026 | 85 |
| 4749 | BOLTON LP | $433M | Q1 2014 | 5/15/2014 | 162 |
| 4750 | Intergy Private Wealth, LLC | $433M | Q2 2026 | 7/17/2026 | 147 |
| 4751 | ICON ADVISERS INC/CO | $433M | Q1 2026 | 5/13/2026 | 144 |
| 4752 | COBIZ WEALTH, LLC | $433M | Q2 2014 | 7/29/2014 | 125 |
| 4753 | Pinpoint Asset Management (Singapore) Pte. Ltd. | $433M | Q1 2026 | 5/13/2026 | 150 |
| 4754 | Seven Springs Wealth Group, LLC | $432M | Q1 2026 | 5/14/2026 | 81 |
| 4755 | Gradient Capital Advisors, LLC | $432M | Q2 2026 | 7/13/2026 | 179 |
| 4756 | RRJ CAPITAL LTD | $431M | Q1 2014 | 4/23/2014 | 4 |
| 4757 | Mystic Asset Management, Inc. | $431M | Q1 2026 | 5/8/2026 | 218 |
| 4758 | Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | $431M | Q1 2026 | 4/23/2026 | 2 |
| 4759 | Operose Advisors LLC | $431M | Q1 2026 | 5/12/2026 | 593 |
| 4760 | Berkeley Capital Partners, LLC | $431M | Q1 2026 | 5/6/2026 | 184 |
| 4761 | SG Trading Solutions, LLC | $431M | Q4 2025 | 2/24/2026 | 211 |
| 4762 | BOS Asset Management, LLC | $431M | Q2 2026 | 7/13/2026 | 204 |
| 4763 | MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | $430M | Q2 2014 | 7/24/2014 | 92 |
| 4764 | West Branch Capital LLC | $430M | Q2 2026 | 7/10/2026 | 355 |
| 4765 | PKS Advisory Services, LLC | $430M | Q1 2026 | 5/13/2026 | 228 |
| 4766 | SECOND CURVE CAPITAL LLC | $430M | Q1 2014 | 5/13/2014 | 25 |
| 4767 | Highmount Capital, LLC | $430M | Q1 2014 | 5/13/2014 | 145 |
| 4768 | Laura & John Arnold Foundation | $430M | Q1 2026 | 5/15/2026 | 4 |
| 4769 | Quantitative Advantage, LLC | $429M | Q2 2014 | 8/5/2014 | 44 |
| 4770 | Ashford Advisors, LLC | $429M | Q1 2026 | 5/5/2026 | 23 |
| 4771 | Main Street Group, LTD | $429M | Q2 2026 | 7/13/2026 | 865 |
| 4772 | AlphaOne Investment Services, LLC | $429M | Q1 2014 | 5/15/2014 | 141 |
| 4773 | Broadleaf Partners, LLC | $429M | Q1 2026 | 5/14/2026 | 84 |
| 4774 | High Net Worth Advisory Group LLC | $429M | Q1 2026 | 4/17/2026 | 244 |
| 4775 | Pinion Investment Advisors, LLC | $428M | Q1 2026 | 4/24/2026 | 181 |
| 4776 | TRUEFG, LLC | $428M | Q2 2026 | 7/16/2026 | 75 |
| 4777 | ACT II MANAGEMENT, LP | $428M | Q1 2014 | 5/15/2014 | 41 |
| 4778 | Crow's Nest Holdings LP | $428M | Q1 2026 | 5/15/2026 | 11 |
| 4779 | KOTLER KEVIN | $427M | Q4 2025 | 2/17/2026 | 38 |
| 4780 | Navigation Group, LLC | $427M | Q1 2026 | 5/5/2026 | 113 |
| 4781 | Cordgrass Capital Advisors, LLC | $427M | Q1 2026 | 5/7/2026 | 277 |
| 4782 | Visionary Asset Management, Inc. | $427M | Q2 2014 | 8/7/2014 | 496 |
| 4783 | Grandeur Peak Global Advisors, LLC | $427M | Q1 2026 | 5/15/2026 | 86 |
| 4784 | Paulson Wealth Management Inc. | $427M | Q1 2026 | 5/8/2026 | 137 |
| 4785 | Vermillion Wealth Management, Inc. | $427M | Q2 2026 | 7/15/2026 | 1,545 |
| 4786 | Warther Private Wealth, LLC | $427M | Q1 2026 | 5/14/2026 | 40 |
| 4787 | PARADIGM ASSET MANAGEMENT CO LLC | $426M | Q1 2026 | 5/12/2026 | 424 |
| 4788 | PRAIRIE ADVISORY, LLC | $426M | Q2 2026 | 7/20/2026 | 167 |
| 4789 | GARCIA HAMILTON & ASSOCIATES LP/DE | $426M | Q2 2014 | 8/7/2014 | 60 |
| 4790 | Plan Group Financial, LLC | $426M | Q1 2026 | 4/13/2026 | 229 |
| 4791 | M&R CAPITAL MANAGEMENT INC | $426M | Q2 2014 | 8/11/2014 | 223 |
| 4792 | Battery Management Corp. | $426M | Q1 2026 | 5/15/2026 | 5 |
| 4793 | Evergreen Advisors, LLC | $426M | Q1 2026 | 5/5/2026 | 168 |
| 4794 | Total Clarity Wealth Management, Inc. | $426M | Q1 2026 | 4/17/2026 | 311 |
| 4795 | Farmers & Merchants Trust Co of Long Beach | $426M | Q1 2026 | 4/16/2026 | 187 |
| 4796 | MASTRAPASQUA ASSET MANAGEMENT INC | $426M | Q1 2014 | 5/14/2014 | 151 |
| 4797 | Aston Asset Management, LLC | $426M | Q1 2014 | 5/15/2014 | 139 |
| 4798 | LIFELONG WEALTH ADVISORS, INC. | $426M | Q2 2026 | 7/16/2026 | 99 |
| 4799 | All Terrain Financial Advisors, LLC | $425M | Q1 2026 | 5/12/2026 | 150 |
| 4800 | Wealth Management Partners, LLC | $425M | Q2 2026 | 7/22/2026 | 154 |