Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4801 | CORNERSTONE ADVISORS INC | $425M | Q1 2014 | 5/7/2014 | 266 |
| 4802 | Sterling Investment Counsel, LLC | $425M | Q2 2026 | 7/20/2026 | 197 |
| 4803 | Rinkey Investments | $425M | Q2 2026 | 7/20/2026 | 128 |
| 4804 | Atlas Private Wealth Advisors | $425M | Q1 2026 | 4/23/2026 | 132 |
| 4805 | KLP Enterprises, LLC | $425M | Q4 2013 | 2/12/2014 | 2 |
| 4806 | Midwest Professional Planners, LTD. | $425M | Q1 2026 | 5/5/2026 | 137 |
| 4807 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $424M | Q1 2026 | 5/15/2026 | 32 |
| 4808 | SWMG, LLC | $424M | Q2 2026 | 7/15/2026 | 100 |
| 4809 | OnyxPoint Global Management LP | $424M | Q1 2026 | 5/15/2026 | 29 |
| 4810 | Dunhill Financial, LLC | $424M | Q1 2026 | 5/6/2026 | 1,857 |
| 4811 | SENECA CAPITAL INVESTMENTS, L.P. | $424M | Q1 2014 | 5/15/2014 | 45 |
| 4812 | MCDONALD PARTNERS LLC | $424M | Q1 2026 | 5/15/2026 | 208 |
| 4813 | AMJ Financial Wealth Management | $424M | Q1 2026 | 5/8/2026 | 86 |
| 4814 | GRASSI INVESTMENT MANAGEMENT LLC | $424M | Q1 2014 | 4/30/2014 | 131 |
| 4815 | Myriad Asset Management Advisors LLC | $424M | Q2 2026 | 7/20/2026 | 49 |
| 4816 | SECTOR GAMMA AS | $423M | Q1 2026 | 5/7/2026 | 42 |
| 4817 | AVALON CAPITAL MANAGEMENT | $423M | Q2 2026 | 7/16/2026 | 130 |
| 4818 | Dalal Street, LLC | $423M | Q1 2026 | 5/14/2026 | 3 |
| 4819 | Kingdom Ridge Capital, LLC | $423M | Q1 2014 | 5/15/2014 | 25 |
| 4820 | Retirement Solution LLC | $423M | Q1 2026 | 5/11/2026 | 57 |
| 4821 | Guidance Point Advisors, LLC | $422M | Q1 2026 | 5/12/2026 | 96 |
| 4822 | BURNHAM ASSET MANAGEMENT CORP /NY/ | $422M | Q1 2014 | 4/25/2014 | 250 |
| 4823 | Lorne Steinberg Wealth Management Inc. | $422M | Q1 2026 | 5/7/2026 | 68 |
| 4824 | Westwind Capital | $422M | Q2 2026 | 7/15/2026 | 77 |
| 4825 | REILLY FINANCIAL ADVISORS, LLC | $422M | Q2 2014 | 7/16/2014 | 840 |
| 4826 | EVEREST CAPITAL LLC | $422M | Q1 2014 | 5/15/2014 | 42 |
| 4827 | Sands Capital Alternatives, LLC | $421M | Q1 2026 | 5/8/2026 | 21 |
| 4828 | Atlatl Advisers LLC | $421M | Q2 2026 | 7/22/2026 | 459 |
| 4829 | BOSTON RESEARCH & MANAGEMENT INC | $421M | Q1 2026 | 4/10/2026 | 114 |
| 4830 | KDI CAPITAL PARTNERS LLC | $421M | Q1 2014 | 5/14/2014 | 39 |
| 4831 | RIA Advisory Group LLC | $421M | Q1 2026 | 4/23/2026 | 145 |
| 4832 | Turner Capital Investments, LLC | $421M | Q1 2026 | 4/9/2026 | 1 |
| 4833 | Fruth Investment Management | $421M | Q2 2026 | 7/10/2026 | 225 |
| 4834 | Triune Financial Partners, LLC | $421M | Q1 2026 | 4/30/2026 | 47 |
| 4835 | True Wealth Design, LLC | $420M | Q2 2026 | 7/16/2026 | 2,655 |
| 4836 | ETF Portfolio Partners, Inc. | $420M | Q2 2026 | 7/13/2026 | 70 |
| 4837 | Cordatus Wealth Management LLC | $420M | Q1 2026 | 4/29/2026 | 164 |
| 4838 | ATTICUS WEALTH MANAGEMENT, LLC | $420M | Q2 2026 | 7/15/2026 | 177 |
| 4839 | MilWealth Group LLC | $420M | Q1 2026 | 5/1/2026 | 81 |
| 4840 | Hurlow Wealth Management Group, Inc. | $420M | Q1 2026 | 4/22/2026 | 120 |
| 4841 | ArchPoint Investors | $420M | Q1 2026 | 5/14/2026 | 78 |
| 4842 | MERIDIAN INVESTMENT COUNSEL INC. | $420M | Q1 2026 | 4/28/2026 | 237 |
| 4843 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $420M | Q1 2026 | 5/7/2026 | 30 |
| 4844 | CVC Management Holdings II Ltd. | $420M | Q1 2026 | 5/14/2026 | 3 |
| 4845 | Weaver Consulting Group | $420M | Q1 2026 | 5/15/2026 | 275 |
| 4846 | Tahithromos, L.L.C. | $419M | Q2 2014 | 7/23/2014 | 41 |
| 4847 | Bowling Portfolio Management LLC | $419M | Q1 2014 | 5/13/2014 | 109 |
| 4848 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $419M | Q1 2026 | 5/8/2026 | 108 |
| 4849 | Core Wealth Advisors, Inc. | $419M | Q1 2026 | 5/15/2026 | 114 |
| 4850 | Mattson Financial Services, LLC | $419M | Q1 2026 | 5/11/2026 | 232 |
| 4851 | Juniper Hill Capital Management LP | $419M | Q4 2025 | 2/3/2026 | 4 |
| 4852 | MONETARY MANAGEMENT GROUP INC | $419M | Q1 2026 | 5/13/2026 | 332 |
| 4853 | D.B. Root & Company, LLC | $419M | Q1 2026 | 5/12/2026 | 191 |
| 4854 | Praesidium Investment Management Company, LLC | $419M | Q1 2026 | 5/15/2026 | 12 |
| 4855 | FOSTER DYKEMA CABOT & CO INC/MA | $418M | Q2 2014 | 7/29/2014 | 89 |
| 4856 | VEGA INVESTMENT SOLUTIONS | $418M | Q1 2026 | 5/14/2026 | 175 |
| 4857 | Sunflower Bank, N.A. | $418M | Q2 2026 | 7/13/2026 | 159 |
| 4858 | Centurion Wealth Management LLC | $418M | Q2 2026 | 7/9/2026 | 283 |
| 4859 | Trigran Investments, Inc. | $418M | Q1 2026 | 5/13/2026 | 17 |
| 4860 | Walter Public Investments Inc. | $418M | Q1 2026 | 4/28/2026 | 48 |
| 4861 | FLORIDA FINANCIAL ADVISORS, LLC | $418M | Q1 2026 | 5/7/2026 | 317 |
| 4862 | Millstreet Capital Management LLC | $418M | Q1 2026 | 5/15/2026 | 2 |
| 4863 | PSI Advisors, LLC | $418M | Q1 2026 | 5/14/2026 | 167 |
| 4864 | Seascape Capital Management | $417M | Q2 2026 | 7/21/2026 | 96 |
| 4865 | Alight Capital Management LP | $417M | Q1 2026 | 5/15/2026 | 64 |
| 4866 | BENDER ROBERT & ASSOCIATES | $417M | Q1 2026 | 4/22/2026 | 45 |
| 4867 | ALPINE WOODS CAPITAL INVESTORS, LLC | $417M | Q1 2026 | 5/27/2026 | 199 |
| 4868 | KFA Private Wealth Group, LLC | $417M | Q1 2026 | 4/20/2026 | 160 |
| 4869 | DAVIDSON & GARRARD INC | $417M | Q2 2014 | 8/7/2014 | 188 |
| 4870 | Birch Run Capital Advisors, LP | $416M | Q1 2014 | 5/15/2014 | 25 |
| 4871 | CLARK ESTATES INC/NY | $416M | Q1 2026 | 5/11/2026 | 97 |
| 4872 | Revisor Wealth Management LLC | $416M | Q2 2026 | 7/21/2026 | 371 |
| 4873 | Spruce Street Capital LP | $416M | Q1 2026 | 5/14/2026 | 28 |
| 4874 | CAPITAL WEALTH MANAGEMENT, LLC | $416M | Q2 2026 | 7/9/2026 | 39 |
| 4875 | STEVENS CAPITAL PARTNERS | $416M | Q1 2026 | 4/24/2026 | 126 |
| 4876 | Venator Management LLC | $416M | Q1 2026 | 5/14/2026 | 28 |
| 4877 | HOWARD HUGHES MEDICAL INSTITUTE | $416M | Q1 2026 | 5/15/2026 | 31 |
| 4878 | Syverson Strege & Co | $416M | Q1 2026 | 5/4/2026 | 169 |
| 4879 | BigSur Wealth Management LLC | $415M | Q2 2026 | 7/14/2026 | 169 |
| 4880 | INCEPTIONR LLC | $415M | Q1 2026 | 5/14/2026 | 617 |
| 4881 | Oldfield Partners LLP | $415M | Q2 2026 | 7/10/2026 | 18 |
| 4882 | Greylin Investment Management, Inc | $415M | Q2 2014 | 7/21/2014 | 68 |
| 4883 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | $414M | Q1 2026 | 5/12/2026 | 10 |
| 4884 | OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | $414M | Q2 2014 | 8/4/2014 | 733 |
| 4885 | Milestone Investment Advisors LLC | $414M | Q1 2026 | 5/5/2026 | 139 |
| 4886 | Pioneer Wealth Management Group | $414M | Q2 2026 | 7/7/2026 | 55 |
| 4887 | COLTON GROOME FINANCIAL ADVISORS, LLC | $414M | Q2 2026 | 7/22/2026 | 164 |
| 4888 | Hudson Capital Management LLC | $414M | Q2 2026 | 7/14/2026 | 74 |
| 4889 | Vision Retirement, LLC | $414M | Q2 2026 | 7/21/2026 | 621 |
| 4890 | Sequent Planning LLC | $414M | Q1 2026 | 4/21/2026 | 242 |
| 4891 | BNC WEALTH MANAGEMENT, LLC | $414M | Q2 2026 | 7/21/2026 | 106 |
| 4892 | Square Wave Capital, LLC | $413M | Q1 2026 | 5/15/2026 | 12 |
| 4893 | Watchman Group, Inc. | $413M | Q1 2026 | 4/20/2026 | 73 |
| 4894 | Outlook Wealth Advisors, LLC | $413M | Q1 2026 | 4/17/2026 | 310 |
| 4895 | Varenne Capital Partners | $413M | Q1 2026 | 5/13/2026 | 30 |
| 4896 | Lionstone Capital Management LLC | $413M | Q1 2026 | 5/15/2026 | 12 |
| 4897 | CYPRESS FINANCIAL PLANNING LLC | $413M | Q2 2026 | 7/9/2026 | 109 |
| 4898 | CHANNEL WEALTH LLC | $413M | Q1 2026 | 5/11/2026 | 174 |
| 4899 | Timber Creek Capital Management LLC | $412M | Q1 2026 | 4/28/2026 | 78 |
| 4900 | Standpoint Asset Management, LLC | $412M | Q1 2026 | 4/16/2026 | 8 |
| 4901 | Q3 Asset Management | $412M | Q1 2026 | 4/28/2026 | 64 |
| 4902 | PIONEER TRUST BANK N A/OR | $412M | Q1 2026 | 4/28/2026 | 83 |
| 4903 | MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | $412M | Q2 2014 | 8/1/2014 | 183 |
| 4904 | Cincinnati Specialty Underwriters Insurance CO | $412M | Q1 2026 | 5/11/2026 | 46 |
| 4905 | HILL ISLAND FINANCIAL LLC | $412M | Q1 2026 | 5/13/2026 | 84 |
| 4906 | Sollinda Capital Management LLC | $412M | Q1 2026 | 4/30/2026 | 76 |
| 4907 | G2 CAPITAL MANAGEMENT, LLC / OH | $411M | Q1 2026 | 5/12/2026 | 73 |
| 4908 | Long Corridor Asset Management Ltd | $411M | Q1 2026 | 5/11/2026 | 38 |
| 4909 | Henrickson Nauta Wealth Advisors, Inc. | $410M | Q2 2026 | 7/9/2026 | 118 |
| 4910 | TSP Capital Management Group, LLC | $410M | Q1 2026 | 4/24/2026 | 45 |
| 4911 | Palumbo Wealth Management LLC | $410M | Q1 2026 | 5/12/2026 | 221 |
| 4912 | Intesa Sanpaolo Wealth Management | $410M | Q1 2026 | 5/15/2026 | 299 |
| 4913 | Grace & Mercy Foundation, Inc. | $410M | Q1 2026 | 5/15/2026 | 21 |
| 4914 | Tiger Pacific Capital LP | $410M | Q1 2026 | 5/15/2026 | 10 |
| 4915 | Ifrah Financial Services, Inc. | $409M | Q2 2026 | 7/21/2026 | 214 |
| 4916 | MAGEE THOMSON INVESTMENT PARTNERS LLC | $409M | Q2 2014 | 7/29/2014 | 150 |
| 4917 | KP Management LLC | $409M | Q1 2026 | 5/15/2026 | 83 |
| 4918 | Lineage Point Capital LP | $409M | Q1 2026 | 5/15/2026 | 271 |
| 4919 | Quaker Capital Investments, LLC | $409M | Q1 2026 | 5/14/2026 | 21 |
| 4920 | Al Warda Investments RSC Ltd | $408M | Q4 2025 | 2/17/2026 | 1 |
| 4921 | OCO Capital Partners, L.P. | $408M | Q1 2026 | 5/15/2026 | 9 |
| 4922 | Parkwoods Wealth Partners, LLC | $408M | Q1 2026 | 4/13/2026 | 111 |
| 4923 | Lead Edge Capital Management, LLC | $408M | Q1 2026 | 5/15/2026 | 12 |
| 4924 | Coleford Investment Management Ltd. | $408M | Q1 2026 | 5/11/2026 | 24 |
| 4925 | Rothschild Capital Partners, LLC | $408M | Q1 2026 | 5/15/2026 | 90 |
| 4926 | Polunin Capital Partners Ltd | $407M | Q2 2026 | 7/15/2026 | 19 |
| 4927 | Dodds Wealth, LLC | $407M | Q1 2026 | 5/8/2026 | 51 |
| 4928 | HFR Wealth Management, LLC | $407M | Q1 2026 | 5/4/2026 | 49 |
| 4929 | Atlantic Edge Private Wealth Management, LLC | $407M | Q1 2026 | 4/22/2026 | 601 |
| 4930 | Amicus Financial Advisors, LLC | $407M | Q2 2026 | 7/20/2026 | 95 |
| 4931 | WealthTrust Axiom LLC | $406M | Q1 2026 | 5/11/2026 | 290 |
| 4932 | Perbak Capital Partners LLP | $406M | Q1 2026 | 5/15/2026 | 294 |
| 4933 | RENAISSANCERE HOLDINGS LTD | $406M | Q1 2026 | 5/14/2026 | 5 |
| 4934 | Bond & Devick Financial Network, Inc. | $406M | Q2 2026 | 7/16/2026 | 207 |
| 4935 | G2 Investment Partners Management LLC | $406M | Q1 2026 | 5/15/2026 | 71 |
| 4936 | 300 NORTH CAPITAL, LLC | $406M | Q2 2014 | 8/5/2014 | 109 |
| 4937 | Tactive Advisors, LLC | $406M | Q2 2026 | 7/8/2026 | 282 |
| 4938 | 111 Capital | $406M | Q1 2026 | 5/11/2026 | 328 |
| 4939 | ARK & TLK INVESTMENTS, LLC | $406M | Q2 2026 | 7/20/2026 | 127 |
| 4940 | Evelyn Partners Asset Management Ltd | $406M | Q1 2026 | 5/15/2026 | 308 |
| 4941 | Strategic Financial Concepts, LLC | $405M | Q1 2026 | 5/12/2026 | 298 |
| 4942 | Benchmark Financial Wealth Advisors, LLC | $405M | Q2 2026 | 7/17/2026 | 147 |
| 4943 | NATURAL INVESTMENTS, LLC | $405M | Q1 2026 | 5/1/2026 | 288 |
| 4944 | SWS Partners | $405M | Q1 2026 | 4/21/2026 | 112 |
| 4945 | RRJ CAPITAL II LTD | $405M | Q1 2014 | 4/24/2014 | 1 |
| 4946 | CISCO SYSTEMS, INC. | $405M | Q2 2026 | 7/13/2026 | 6 |
| 4947 | Nikulski Financial, Inc. | $405M | Q1 2026 | 5/14/2026 | 175 |
| 4948 | CLEARARC CAPITAL INC | $405M | Q1 2014 | 5/15/2014 | 382 |
| 4949 | Peterson Wealth Services | $405M | Q1 2026 | 4/30/2026 | 215 |
| 4950 | Compass Wealth Management LLC | $405M | Q1 2026 | 4/20/2026 | 75 |
| 4951 | Meiji Yasuda America Inc | $404M | Q1 2026 | 5/12/2026 | 57 |
| 4952 | COFG Advisors, LLC | $404M | Q1 2026 | 5/11/2026 | 241 |
| 4953 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $404M | Q2 2026 | 7/10/2026 | 99 |
| 4954 | PROATHLETE WEALTH MANAGEMENT LLC | $404M | Q2 2026 | 7/21/2026 | 300 |
| 4955 | Northeast Financial Group, Inc. | $404M | Q1 2026 | 5/15/2026 | 90 |
| 4956 | Aspen Capital Management, LLC | $404M | Q1 2026 | 4/17/2026 | 77 |
| 4957 | SMITH HAYES Advisers, Inc | $404M | Q1 2014 | 5/9/2014 | 278 |
| 4958 | McElhenny Sheffield Capital Management, LLC | $404M | Q2 2026 | 7/22/2026 | 108 |
| 4959 | Diligent Investors, LLC | $404M | Q1 2026 | 4/15/2026 | 346 |
| 4960 | M3F, Inc. | $404M | Q1 2026 | 4/28/2026 | 28 |
| 4961 | Lingohr Asset Management GmbH | $403M | Q2 2014 | 8/1/2014 | 112 |
| 4962 | OLIO Financial Planning | $403M | Q2 2026 | 7/17/2026 | 68 |
| 4963 | Meritech Capital Associates III L.L.C. | $403M | Q1 2014 | 5/16/2014 | 7 |
| 4964 | Steamboat Capital Partners, LLC | $403M | Q1 2026 | 5/15/2026 | 56 |
| 4965 | Bridgefront Capital, LLC | $402M | Q1 2026 | 5/15/2026 | 503 |
| 4966 | United Wealth Management, LLC | $402M | Q1 2026 | 5/1/2026 | 24 |
| 4967 | MERIDIAN MANAGEMENT CO | $402M | Q1 2026 | 5/5/2026 | 81 |
| 4968 | PIER 88 INVESTMENT PARTNERS LLC | $402M | Q1 2026 | 5/11/2026 | 112 |
| 4969 | BEAM WEALTH ADVISORS, INC. | $402M | Q1 2026 | 4/29/2026 | 108 |
| 4970 | TRV GP V, LLC | $401M | Q1 2026 | 5/7/2026 | 3 |
| 4971 | PING CAPITAL MANAGEMENT, INC. | $401M | Q2 2026 | 7/20/2026 | 93 |
| 4972 | Strengthening Families & Communities, LLC | $401M | Q1 2026 | 5/11/2026 | 589 |
| 4973 | Alpine Investment Management Ltd | $401M | Q1 2026 | 5/14/2026 | 13 |
| 4974 | BAINCO INTERNATIONAL INVESTORS | $401M | Q2 2014 | 8/11/2014 | 88 |
| 4975 | PHYSICIANS FINANCIAL SERVICES, INC. | $401M | Q2 2026 | 7/21/2026 | 106 |
| 4976 | Wealth Group, Ltd. | $401M | Q2 2026 | 7/21/2026 | 106 |
| 4977 | Steinberg Global Asset Management | $401M | Q1 2014 | 5/15/2014 | 185 |
| 4978 | Tamarack Capital Management, LLC | $401M | Q1 2014 | 5/12/2014 | 24 |
| 4979 | BROWN, LISLE/CUMMINGS, INC. | $400M | Q1 2026 | 4/17/2026 | 1,021 |
| 4980 | Joseph Group Capital Management | $400M | Q1 2026 | 5/8/2026 | 379 |
| 4981 | Archipel Asset Management AB | $400M | Q2 2014 | 8/6/2014 | 56 |
| 4982 | Schonfeld Group Holdings LLC | $400M | Q1 2014 | 5/15/2014 | 515 |
| 4983 | Presidio Capital Management, LLC | $400M | Q2 2026 | 7/14/2026 | 86 |
| 4984 | TriaGen Wealth Management LLC | $400M | Q2 2026 | 7/21/2026 | 185 |
| 4985 | Elmwood Wealth Management, Inc. | $400M | Q2 2026 | 7/7/2026 | 200 |
| 4986 | Sandy Cove Advisors, LLC | $400M | Q2 2026 | 7/7/2026 | 162 |
| 4987 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $400M | Q1 2026 | 4/28/2026 | 202 |
| 4988 | Mokosak Advisory Group, LLC | $399M | Q1 2026 | 4/28/2026 | 34 |
| 4989 | Capital Innovations LLC | $399M | Q1 2026 | 5/14/2026 | 53 |
| 4990 | KETTLE HILL CAPITAL MANAGEMENT, LLC | $399M | Q1 2026 | 5/15/2026 | 45 |
| 4991 | PW Nova Financial Services LLC | $399M | Q1 2026 | 4/15/2026 | 193 |
| 4992 | Ironsides Asset Advisors, LLC | $399M | Q1 2026 | 5/11/2026 | 80 |
| 4993 | Turim 21 Investimentos Ltda. | $399M | Q1 2026 | 5/15/2026 | 118 |
| 4994 | NovaPoint Capital, LLC | $399M | Q1 2026 | 5/6/2026 | 79 |
| 4995 | Fosun International Ltd | $399M | Q1 2026 | 5/14/2026 | 66 |
| 4996 | Hudson Value Partners, LLC | $399M | Q2 2026 | 7/10/2026 | 113 |
| 4997 | BARD ASSOCIATES INC | $398M | Q1 2026 | 5/7/2026 | 293 |
| 4998 | Tillman Hartley LLC | $398M | Q1 2026 | 5/8/2026 | 88 |
| 4999 | May Hill Capital, LLC | $398M | Q1 2026 | 5/6/2026 | 223 |
| 5000 | BCGM Wealth Management, LLC | $398M | Q1 2026 | 5/5/2026 | 178 |