Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4801 | INCEPTIONR LLC | $415M | Q1 2026 | 5/14/2026 | 617 |
| 4802 | Retirement Management Systems Inc. | $415M | Q1 2026 | 4/14/2026 | 51 |
| 4803 | Greylin Investment Management, Inc | $415M | Q2 2014 | 7/21/2014 | 68 |
| 4804 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | $414M | Q1 2026 | 5/12/2026 | 10 |
| 4805 | OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | $414M | Q2 2014 | 8/4/2014 | 733 |
| 4806 | Strategic Investment Solutions, Inc. /IL | $414M | Q1 2026 | 5/1/2026 | 694 |
| 4807 | Milestone Investment Advisors LLC | $414M | Q1 2026 | 5/5/2026 | 139 |
| 4808 | Kelly Financial Services LLC | $414M | Q1 2026 | 4/13/2026 | 128 |
| 4809 | Sequent Planning LLC | $414M | Q1 2026 | 4/21/2026 | 242 |
| 4810 | Square Wave Capital, LLC | $413M | Q1 2026 | 5/15/2026 | 12 |
| 4811 | Watchman Group, Inc. | $413M | Q1 2026 | 4/20/2026 | 73 |
| 4812 | Outlook Wealth Advisors, LLC | $413M | Q1 2026 | 4/17/2026 | 310 |
| 4813 | Varenne Capital Partners | $413M | Q1 2026 | 5/13/2026 | 30 |
| 4814 | Lionstone Capital Management LLC | $413M | Q1 2026 | 5/15/2026 | 12 |
| 4815 | Centennial Wealth Advisory LLC | $413M | Q1 2026 | 4/20/2026 | 160 |
| 4816 | CHANNEL WEALTH LLC | $413M | Q1 2026 | 5/11/2026 | 174 |
| 4817 | Timber Creek Capital Management LLC | $412M | Q1 2026 | 4/28/2026 | 78 |
| 4818 | Standpoint Asset Management, LLC | $412M | Q1 2026 | 4/16/2026 | 8 |
| 4819 | Q3 Asset Management | $412M | Q1 2026 | 4/28/2026 | 64 |
| 4820 | PIONEER TRUST BANK N A/OR | $412M | Q1 2026 | 4/28/2026 | 83 |
| 4821 | MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | $412M | Q2 2014 | 8/1/2014 | 183 |
| 4822 | Cincinnati Specialty Underwriters Insurance CO | $412M | Q1 2026 | 5/11/2026 | 46 |
| 4823 | HILL ISLAND FINANCIAL LLC | $412M | Q1 2026 | 5/13/2026 | 84 |
| 4824 | Sollinda Capital Management LLC | $412M | Q1 2026 | 4/30/2026 | 76 |
| 4825 | G2 CAPITAL MANAGEMENT, LLC / OH | $411M | Q1 2026 | 5/12/2026 | 73 |
| 4826 | Long Corridor Asset Management Ltd | $411M | Q1 2026 | 5/11/2026 | 38 |
| 4827 | BAKER TILLY WEALTH MANAGEMENT, LLC | $411M | Q1 2026 | 4/10/2026 | 280 |
| 4828 | Legacy Wealth Asset Management, LLC | $411M | Q1 2026 | 4/8/2026 | 374 |
| 4829 | TSP Capital Management Group, LLC | $410M | Q1 2026 | 4/24/2026 | 45 |
| 4830 | Palumbo Wealth Management LLC | $410M | Q1 2026 | 5/12/2026 | 221 |
| 4831 | Intesa Sanpaolo Wealth Management | $410M | Q1 2026 | 5/15/2026 | 299 |
| 4832 | Grace & Mercy Foundation, Inc. | $410M | Q1 2026 | 5/15/2026 | 21 |
| 4833 | Tiger Pacific Capital LP | $410M | Q1 2026 | 5/15/2026 | 10 |
| 4834 | MAGEE THOMSON INVESTMENT PARTNERS LLC | $409M | Q2 2014 | 7/29/2014 | 150 |
| 4835 | KP Management LLC | $409M | Q1 2026 | 5/15/2026 | 83 |
| 4836 | Lineage Point Capital LP | $409M | Q1 2026 | 5/15/2026 | 271 |
| 4837 | Quaker Capital Investments, LLC | $409M | Q1 2026 | 5/14/2026 | 21 |
| 4838 | MONARCH CAPITAL MANAGEMENT INC | $409M | Q1 2026 | 4/16/2026 | 127 |
| 4839 | Al Warda Investments RSC Ltd | $408M | Q4 2025 | 2/17/2026 | 1 |
| 4840 | OCO Capital Partners, L.P. | $408M | Q1 2026 | 5/15/2026 | 9 |
| 4841 | Parkwoods Wealth Partners, LLC | $408M | Q1 2026 | 4/13/2026 | 111 |
| 4842 | Lead Edge Capital Management, LLC | $408M | Q1 2026 | 5/15/2026 | 12 |
| 4843 | DeDora Capital, Inc. | $408M | Q1 2026 | 4/27/2026 | 123 |
| 4844 | Coleford Investment Management Ltd. | $408M | Q1 2026 | 5/11/2026 | 24 |
| 4845 | Rothschild Capital Partners, LLC | $408M | Q1 2026 | 5/15/2026 | 90 |
| 4846 | Dodds Wealth, LLC | $407M | Q1 2026 | 5/8/2026 | 51 |
| 4847 | HFR Wealth Management, LLC | $407M | Q1 2026 | 5/4/2026 | 49 |
| 4848 | Atlantic Edge Private Wealth Management, LLC | $407M | Q1 2026 | 4/22/2026 | 601 |
| 4849 | Global Wealth Strategies & Associates | $407M | Q1 2026 | 4/3/2026 | 543 |
| 4850 | M & L Capital Management Ltd | $407M | Q1 2026 | 4/10/2026 | 19 |
| 4851 | WealthTrust Axiom LLC | $406M | Q1 2026 | 5/11/2026 | 290 |
| 4852 | Perbak Capital Partners LLP | $406M | Q1 2026 | 5/15/2026 | 294 |
| 4853 | Westmount Partners, LLC | $406M | Q1 2026 | 4/16/2026 | 264 |
| 4854 | RENAISSANCERE HOLDINGS LTD | $406M | Q1 2026 | 5/14/2026 | 5 |
| 4855 | G2 Investment Partners Management LLC | $406M | Q1 2026 | 5/15/2026 | 71 |
| 4856 | 300 NORTH CAPITAL, LLC | $406M | Q2 2014 | 8/5/2014 | 109 |
| 4857 | 111 Capital | $406M | Q1 2026 | 5/11/2026 | 328 |
| 4858 | Evelyn Partners Asset Management Ltd | $406M | Q1 2026 | 5/15/2026 | 308 |
| 4859 | New Capital Management LP | $406M | Q1 2026 | 4/14/2026 | 59 |
| 4860 | Colony Family Offices, LLC | $406M | Q1 2026 | 4/21/2026 | 62 |
| 4861 | Strategic Financial Concepts, LLC | $405M | Q1 2026 | 5/12/2026 | 298 |
| 4862 | NATURAL INVESTMENTS, LLC | $405M | Q1 2026 | 5/1/2026 | 288 |
| 4863 | SWS Partners | $405M | Q1 2026 | 4/21/2026 | 112 |
| 4864 | RRJ CAPITAL II LTD | $405M | Q1 2014 | 4/24/2014 | 1 |
| 4865 | Nikulski Financial, Inc. | $405M | Q1 2026 | 5/14/2026 | 175 |
| 4866 | CARDEROCK CAPITAL MANAGEMENT INC | $405M | Q1 2026 | 4/10/2026 | 73 |
| 4867 | CLEARARC CAPITAL INC | $405M | Q1 2014 | 5/15/2014 | 382 |
| 4868 | O'Keefe Stevens Advisory, Inc. | $405M | Q1 2026 | 4/7/2026 | 76 |
| 4869 | Peterson Wealth Services | $405M | Q1 2026 | 4/30/2026 | 215 |
| 4870 | Compass Wealth Management LLC | $405M | Q1 2026 | 4/20/2026 | 75 |
| 4871 | Meiji Yasuda America Inc | $404M | Q1 2026 | 5/12/2026 | 57 |
| 4872 | COFG Advisors, LLC | $404M | Q1 2026 | 5/11/2026 | 241 |
| 4873 | Northeast Financial Group, Inc. | $404M | Q1 2026 | 5/15/2026 | 90 |
| 4874 | Aspen Capital Management, LLC | $404M | Q1 2026 | 4/17/2026 | 77 |
| 4875 | SMITH HAYES Advisers, Inc | $404M | Q1 2014 | 5/9/2014 | 278 |
| 4876 | KEATING INVESTMENT COUNSELORS INC | $404M | Q1 2026 | 4/27/2026 | 59 |
| 4877 | Diligent Investors, LLC | $404M | Q1 2026 | 4/15/2026 | 346 |
| 4878 | M3F, Inc. | $404M | Q1 2026 | 4/28/2026 | 28 |
| 4879 | McElhenny Sheffield Capital Management, LLC | $403M | Q1 2026 | 4/22/2026 | 95 |
| 4880 | Lingohr Asset Management GmbH | $403M | Q2 2014 | 8/1/2014 | 112 |
| 4881 | Flagstone Financial Management | $403M | Q1 2026 | 4/27/2026 | 71 |
| 4882 | CLG LLC | $403M | Q1 2026 | 5/14/2026 | 134 |
| 4883 | Meritech Capital Associates III L.L.C. | $403M | Q1 2014 | 5/16/2014 | 7 |
| 4884 | Steamboat Capital Partners, LLC | $403M | Q1 2026 | 5/15/2026 | 56 |
| 4885 | Bridgefront Capital, LLC | $402M | Q1 2026 | 5/15/2026 | 503 |
| 4886 | United Wealth Management, LLC | $402M | Q1 2026 | 5/1/2026 | 24 |
| 4887 | MERIDIAN MANAGEMENT CO | $402M | Q1 2026 | 5/5/2026 | 81 |
| 4888 | INTEGRAL INVESTMENT ADVISORS, INC. | $402M | Q1 2026 | 4/28/2026 | 174 |
| 4889 | PIER 88 INVESTMENT PARTNERS LLC | $402M | Q1 2026 | 5/11/2026 | 112 |
| 4890 | BEAM WEALTH ADVISORS, INC. | $402M | Q1 2026 | 4/29/2026 | 108 |
| 4891 | Fruth Investment Management | $401M | Q1 2026 | 4/21/2026 | 229 |
| 4892 | TRV GP V, LLC | $401M | Q1 2026 | 5/7/2026 | 3 |
| 4893 | CITIZENS & NORTHERN CORP | $401M | Q1 2026 | 4/27/2026 | 119 |
| 4894 | Strengthening Families & Communities, LLC | $401M | Q1 2026 | 5/11/2026 | 589 |
| 4895 | Alpine Investment Management Ltd | $401M | Q1 2026 | 5/14/2026 | 13 |
| 4896 | BAINCO INTERNATIONAL INVESTORS | $401M | Q2 2014 | 8/11/2014 | 88 |
| 4897 | Steinberg Global Asset Management | $401M | Q1 2014 | 5/15/2014 | 185 |
| 4898 | Tamarack Capital Management, LLC | $401M | Q1 2014 | 5/12/2014 | 24 |
| 4899 | BROWN, LISLE/CUMMINGS, INC. | $400M | Q1 2026 | 4/17/2026 | 1,021 |
| 4900 | Joseph Group Capital Management | $400M | Q1 2026 | 5/8/2026 | 379 |
| 4901 | Archipel Asset Management AB | $400M | Q2 2014 | 8/6/2014 | 56 |
| 4902 | Schonfeld Group Holdings LLC | $400M | Q1 2014 | 5/15/2014 | 515 |
| 4903 | HOME FEDERAL BANK OF TENNESSEE | $400M | Q1 2026 | 4/15/2026 | 94 |
| 4904 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $400M | Q1 2026 | 4/28/2026 | 202 |
| 4905 | One Charles Private Wealth Services, LLC | $400M | Q1 2026 | 5/7/2026 | 159 |
| 4906 | RDA Financial Network | $400M | Q1 2026 | 4/8/2026 | 273 |
| 4907 | Mokosak Advisory Group, LLC | $399M | Q1 2026 | 4/28/2026 | 34 |
| 4908 | Capital Innovations LLC | $399M | Q1 2026 | 5/14/2026 | 53 |
| 4909 | Monument Capital Management | $399M | Q1 2026 | 4/15/2026 | 217 |
| 4910 | KETTLE HILL CAPITAL MANAGEMENT, LLC | $399M | Q1 2026 | 5/15/2026 | 45 |
| 4911 | Legacy Wealth Partners, LLC | $399M | Q1 2026 | 4/17/2026 | 176 |
| 4912 | PW Nova Financial Services LLC | $399M | Q1 2026 | 4/15/2026 | 193 |
| 4913 | Ironsides Asset Advisors, LLC | $399M | Q1 2026 | 5/11/2026 | 80 |
| 4914 | Turim 21 Investimentos Ltda. | $399M | Q1 2026 | 5/15/2026 | 118 |
| 4915 | NovaPoint Capital, LLC | $399M | Q1 2026 | 5/6/2026 | 79 |
| 4916 | Fosun International Ltd | $399M | Q1 2026 | 5/14/2026 | 66 |
| 4917 | FORTEM FINANCIAL GROUP, LLC | $399M | Q1 2026 | 4/16/2026 | 173 |
| 4918 | BARD ASSOCIATES INC | $398M | Q1 2026 | 5/7/2026 | 293 |
| 4919 | Tillman Hartley LLC | $398M | Q1 2026 | 5/8/2026 | 88 |
| 4920 | May Hill Capital, LLC | $398M | Q1 2026 | 5/6/2026 | 223 |
| 4921 | BCGM Wealth Management, LLC | $398M | Q1 2026 | 5/5/2026 | 178 |
| 4922 | LongView Wealth Management | $398M | Q1 2026 | 4/15/2026 | 247 |
| 4923 | Planning Project LLC | $398M | Q4 2025 | 2/12/2026 | 144 |
| 4924 | SEARLE & CO. | $398M | Q1 2026 | 5/8/2026 | 194 |
| 4925 | KELLY FINANCIAL GROUP LLC | $398M | Q1 2026 | 4/9/2026 | 100 |
| 4926 | TrueWealth Advisors, LLC | $398M | Q1 2026 | 4/9/2026 | 233 |
| 4927 | Vision Capital Corp | $397M | Q1 2026 | 5/14/2026 | 14 |
| 4928 | Dockside LLC | $397M | Q1 2026 | 5/8/2026 | 177 |
| 4929 | Elevated Capital Advisors, LLC | $397M | Q1 2026 | 4/30/2026 | 843 |
| 4930 | Lansing Street Advisors | $397M | Q1 2026 | 4/28/2026 | 151 |
| 4931 | TWIN PEAKS WEALTH ADVISORS, LLC | $397M | Q1 2026 | 5/8/2026 | 2,369 |
| 4932 | RFG HOLDINGS, INC. | $397M | Q1 2026 | 4/16/2026 | 70 |
| 4933 | Lisanti Capital Growth, LLC | $397M | Q1 2026 | 5/6/2026 | 103 |
| 4934 | Gray Foundation | $397M | Q1 2026 | 4/22/2026 | 11 |
| 4935 | PLATINUM INVESTMENT MANAGEMENT LTD | $397M | Q1 2026 | 5/13/2026 | 89 |
| 4936 | EMG Holdings, L.P. | $397M | Q1 2026 | 5/19/2026 | 27 |
| 4937 | Navalign, LLC | $396M | Q1 2026 | 4/29/2026 | 127 |
| 4938 | LPWM LLC | $396M | Q1 2026 | 4/8/2026 | 94 |
| 4939 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | $396M | Q1 2026 | 5/12/2026 | 1 |
| 4940 | Index Venture Life Associates VI Ltd | $396M | Q1 2026 | 5/15/2026 | 1 |
| 4941 | PCG Wealth Advisors, LLC | $395M | Q1 2026 | 4/28/2026 | 164 |
| 4942 | KELLEHER FINANCIAL ADVISORS | $395M | Q1 2026 | 5/8/2026 | 845 |
| 4943 | Greenstone Partners & Co., LLC | $395M | Q1 2026 | 5/14/2026 | 9 |
| 4944 | Patriot Wealth Management, Inc. | $395M | Q2 2014 | 7/22/2014 | 61 |
| 4945 | Raub Brock Capital Management LP | $395M | Q1 2026 | 4/15/2026 | 43 |
| 4946 | Z3 Capital Partners, LLC | $395M | Q1 2026 | 5/7/2026 | 187 |
| 4947 | Henderson Brothers Financial Partners, LLC | $395M | Q1 2026 | 5/4/2026 | 105 |
| 4948 | PREMIER ASSET MANAGEMENT LLC | $395M | Q2 2014 | 7/11/2014 | 96 |
| 4949 | Cambrian Capital Limited Partnership | $395M | Q1 2014 | 5/15/2014 | 51 |
| 4950 | Prosperity Planning, Inc. | $395M | Q1 2026 | 4/10/2026 | 110 |
| 4951 | DKRT Investments Corp. | $395M | Q1 2026 | 5/14/2026 | 48 |
| 4952 | Pacific Center for Financial Services | $394M | Q1 2026 | 5/12/2026 | 513 |
| 4953 | Efficient Market Advisors, LLC | $394M | Q2 2014 | 7/17/2014 | 136 |
| 4954 | Peak Financial Management, Inc. | $394M | Q1 2026 | 4/28/2026 | 100 |
| 4955 | Roberts Wealth Advisors, LLC | $394M | Q1 2026 | 4/7/2026 | 110 |
| 4956 | Astoria Strategic Wealth, Inc. | $394M | Q1 2026 | 4/17/2026 | 37 |
| 4957 | Fortress Investment Group LLC | $394M | Q1 2026 | 5/15/2026 | 34 |
| 4958 | Waterstone Capital Management, L.P. | $394M | Q1 2014 | 5/15/2014 | 23 |
| 4959 | Starr Indemnity & Liability Co | $394M | Q1 2026 | 5/11/2026 | 4 |
| 4960 | BENJAMIN F. EDWARDS & COMPANY, INC. | $394M | Q2 2014 | 7/21/2014 | 935 |
| 4961 | Tidemark, LLC | $393M | Q1 2026 | 5/7/2026 | 901 |
| 4962 | Investment Advisory Group, LLC | $393M | Q1 2026 | 4/22/2026 | 194 |
| 4963 | Oldfield Partners LLP | $393M | Q1 2026 | 4/29/2026 | 18 |
| 4964 | Arjuna Capital | $393M | Q1 2026 | 5/6/2026 | 109 |
| 4965 | Warren Street Wealth Advisors, LLC | $393M | Q1 2026 | 4/16/2026 | 129 |
| 4966 | Eldred Rock Partners, LLC | $393M | Q1 2026 | 4/8/2026 | 31 |
| 4967 | Hartford Financial Management Inc. | $392M | Q1 2026 | 4/15/2026 | 344 |
| 4968 | Divisar Capital Management LLC | $392M | Q1 2026 | 5/15/2026 | 26 |
| 4969 | RIPOSTE CAPITAL LLC | $392M | Q1 2026 | 5/15/2026 | 23 |
| 4970 | Wellington Shields & Co., LLC | $392M | Q1 2026 | 5/4/2026 | 321 |
| 4971 | Sunflower Bank, N.A. | $392M | Q1 2026 | 4/10/2026 | 155 |
| 4972 | Euclidean Capital LLC | $392M | Q1 2026 | 5/15/2026 | 10 |
| 4973 | HIGHLINE WEALTH PARTNERS LLC | $392M | Q1 2026 | 4/6/2026 | 1,298 |
| 4974 | Level Financial Advisors | $392M | Q1 2026 | 4/10/2026 | 92 |
| 4975 | Boltwood Capital Management | $392M | Q1 2026 | 4/7/2026 | 184 |
| 4976 | Hollow Brook Wealth Management LLC | $392M | Q1 2026 | 5/13/2026 | 70 |
| 4977 | Buckley Wealth Management, LLC | $392M | Q1 2026 | 5/13/2026 | 103 |
| 4978 | AGRAN LIBBIE | $392M | Q2 2014 | 8/1/2014 | 113 |
| 4979 | Inlet Private Wealth, LLC | $392M | Q1 2026 | 5/13/2026 | 128 |
| 4980 | Turas Capital Management LP | $392M | Q1 2026 | 5/15/2026 | 37 |
| 4981 | Divergent Planning, LLC | $392M | Q4 2025 | 1/12/2026 | 36 |
| 4982 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $392M | Q1 2026 | 4/29/2026 | 689 |
| 4983 | BOS Asset Management, LLC | $392M | Q1 2026 | 4/8/2026 | 200 |
| 4984 | Mezzasalma Advisors, LLC | $391M | Q1 2026 | 4/17/2026 | 155 |
| 4985 | Schusterman Interests, LLC | $391M | Q1 2026 | 5/15/2026 | 9 |
| 4986 | Rinkey Investments | $391M | Q1 2026 | 5/11/2026 | 125 |
| 4987 | Lester Murray Antman dba SimplyRich | $391M | Q1 2026 | 5/1/2026 | 233 |
| 4988 | Jacobus Wealth Management, Inc. | $391M | Q2 2014 | 8/6/2014 | 317 |
| 4989 | Prostatis Group LLC | $391M | Q1 2026 | 5/12/2026 | 167 |
| 4990 | 55 North Private Wealth, LLC | $391M | Q1 2026 | 4/17/2026 | 210 |
| 4991 | CWS Financial Advisors, LLC | $390M | Q1 2026 | 4/27/2026 | 157 |
| 4992 | Hilltop Partners LLC | $390M | Q1 2026 | 5/12/2026 | 126 |
| 4993 | Winthrop Capital Management, LLC | $389M | Q1 2026 | 4/28/2026 | 356 |
| 4994 | Sicart Associates LLC | $389M | Q1 2026 | 4/21/2026 | 74 |
| 4995 | BROWN WEALTH MANAGEMENT, LLC | $389M | Q1 2026 | 4/9/2026 | 116 |
| 4996 | AIGEN INVESTMENT MANAGEMENT, LP | $389M | Q1 2026 | 5/15/2026 | 496 |
| 4997 | Arlington Value Capital, LLC | $389M | Q1 2014 | 5/14/2014 | 11 |
| 4998 | NBW CAPITAL LLC | $389M | Q1 2014 | 5/14/2014 | 83 |
| 4999 | Patriot Financial Partners GP II, L.P. | $388M | Q1 2026 | 5/6/2026 | 12 |
| 5000 | Ruedi Wealth Management, Inc. | $388M | Q1 2026 | 5/1/2026 | 58 |