Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4801 | SCGF III MANAGEMENT LLC | $467M | Q2 2014 | 8/8/2014 | 4 |
| 4802 | Scepter Holdings, Inc. | $466M | Q1 2014 | 5/14/2014 | 85 |
| 4803 | Poehling Capital Management, INC. | $466M | Q2 2026 | 7/20/2026 | 166 |
| 4804 | PW Nova Financial Services LLC | $466M | Q2 2026 | 7/29/2026 | 208 |
| 4805 | Pilgrim Global Advisors LLC | $466M | Q2 2026 | 8/14/2026 | 3 |
| 4806 | MERIDIAN INVESTMENT COUNSEL INC. | $466M | Q2 2026 | 7/22/2026 | 250 |
| 4807 | SC XII MANAGEMENT LLC | $465M | Q2 2014 | 8/8/2014 | 4 |
| 4808 | Skaana Management L.P. | $465M | Q2 2026 | 8/14/2026 | 173 |
| 4809 | Eldred Rock Partners, LLC | $465M | Q2 2026 | 7/8/2026 | 29 |
| 4810 | Farmers & Merchants Trust Co of Long Beach | $465M | Q2 2026 | 8/5/2026 | 200 |
| 4811 | Investors Capital Advisory Services | $464M | Q1 2014 | 4/15/2014 | 671 |
| 4812 | United American Securities Inc. (d/b/a UAS Asset Management) | $464M | Q2 2026 | 8/14/2026 | 13 |
| 4813 | SMART Wealth LLC | $464M | Q2 2026 | 8/5/2026 | 222 |
| 4814 | Paradiem, LLC | $464M | Q2 2026 | 7/14/2026 | 68 |
| 4815 | Nikulski Financial, Inc. | $464M | Q2 2026 | 7/28/2026 | 180 |
| 4816 | HOME FEDERAL BANK OF TENNESSEE | $463M | Q2 2026 | 7/15/2026 | 114 |
| 4817 | Centennial Wealth Advisory LLC | $463M | Q2 2026 | 7/13/2026 | 181 |
| 4818 | MARINER INVESTMENT GROUP LLC | $463M | Q2 2026 | 7/24/2026 | 124 |
| 4819 | Step Capital Management Pte. Ltd. | $463M | Q2 2026 | 8/12/2026 | 26 |
| 4820 | SWS Partners | $463M | Q2 2026 | 8/3/2026 | 108 |
| 4821 | Opal Wealth Advisors, LLC | $463M | Q2 2026 | 7/20/2026 | 224 |
| 4822 | Whitcomb & Hess, Inc. | $463M | Q2 2026 | 7/8/2026 | 66 |
| 4823 | Outlook Wealth Advisors, LLC | $463M | Q2 2026 | 8/3/2026 | 305 |
| 4824 | Milestone Investment Advisors LLC | $463M | Q2 2026 | 8/14/2026 | 141 |
| 4825 | GREAT OAK CAPITAL PARTNERS, LLC | $463M | Q2 2026 | 7/14/2026 | 45 |
| 4826 | VANTAGE WEALTH | $463M | Q4 2025 | 1/14/2026 | 30 |
| 4827 | Essex Bank | $462M | Q2 2026 | 7/23/2026 | 318 |
| 4828 | PATTON FUND MANAGEMENT, INC. | $462M | Q2 2026 | 7/13/2026 | 86 |
| 4829 | BERKSHIRE CAPITAL HOLDINGS INC | $462M | Q2 2026 | 8/14/2026 | 122 |
| 4830 | Fielder Capital Group LLC | $462M | Q2 2026 | 8/6/2026 | 303 |
| 4831 | Marks Wealth, LLC | $462M | Q2 2026 | 7/29/2026 | 19 |
| 4832 | Mokosak Advisory Group, LLC | $462M | Q2 2026 | 8/3/2026 | 38 |
| 4833 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | $462M | Q2 2026 | 8/14/2026 | 11 |
| 4834 | Uncommon Cents Investing LLC | $461M | Q2 2026 | 7/20/2026 | 215 |
| 4835 | HARRELL INVESTMENT PARTNERS, LLC | $461M | Q2 2026 | 7/9/2026 | 144 |
| 4836 | Quotient Investors, LLC | $461M | Q2 2014 | 7/18/2014 | 253 |
| 4837 | Prevatt Capital Ltd | $461M | Q2 2026 | 8/14/2026 | 12 |
| 4838 | Peregrine Asset Advisers, Inc. | $461M | Q2 2026 | 8/10/2026 | 218 |
| 4839 | Investment Advisory Group, LLC | $461M | Q2 2026 | 8/6/2026 | 220 |
| 4840 | SECTOR GAMMA AS | $461M | Q2 2026 | 8/12/2026 | 40 |
| 4841 | JOHO CAPITAL LLC | $460M | Q2 2026 | 8/14/2026 | 10 |
| 4842 | Generali Investments, Management Co LLC | $460M | Q2 2026 | 7/10/2026 | 164 |
| 4843 | ALPINE WOODS CAPITAL INVESTORS, LLC | $460M | Q2 2026 | 8/7/2026 | 220 |
| 4844 | DeDora Capital, Inc. | $460M | Q2 2026 | 7/13/2026 | 129 |
| 4845 | RIA Advisory Group LLC | $460M | Q2 2026 | 7/23/2026 | 154 |
| 4846 | Mizuho Asset Management Co.,Ltd. | $459M | Q2 2014 | 8/8/2014 | 668 |
| 4847 | Atwater Malick LLC | $459M | Q2 2026 | 7/27/2026 | 130 |
| 4848 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $459M | Q2 2026 | 8/13/2026 | 129 |
| 4849 | VELA Investment Management, LLC | $459M | Q2 2026 | 8/27/2026 | 163 |
| 4850 | Syverson Strege & Co | $459M | Q2 2026 | 8/6/2026 | 186 |
| 4851 | RDA Financial Network | $459M | Q2 2026 | 7/6/2026 | 286 |
| 4852 | Peterson Wealth Services | $459M | Q2 2026 | 7/27/2026 | 245 |
| 4853 | G2 CAPITAL MANAGEMENT, LLC / OH | $459M | Q2 2026 | 8/11/2026 | 70 |
| 4854 | Coleford Investment Management Ltd. | $459M | Q2 2026 | 8/12/2026 | 23 |
| 4855 | COMMUNITY BANK SYSTEM, INC. | $458M | Q2 2014 | 7/25/2014 | 392 |
| 4856 | Global Assets Advisory, LLC | $458M | Q2 2026 | 7/27/2026 | 322 |
| 4857 | Seven Springs Wealth Group, LLC | $458M | Q2 2026 | 8/4/2026 | 85 |
| 4858 | Olstein Capital Management, L.P. | $458M | Q1 2026 | 4/21/2026 | 99 |
| 4859 | AllGen Financial Advisors, Inc. | $458M | Q2 2026 | 7/22/2026 | 36 |
| 4860 | Strategic Advisors LLC | $457M | Q2 2026 | 7/28/2026 | 164 |
| 4861 | Highstreet Asset Management Inc. | $457M | Q2 2014 | 7/23/2014 | 117 |
| 4862 | Westmount Partners, LLC | $457M | Q2 2026 | 7/7/2026 | 275 |
| 4863 | Grassi Investment Management | $457M | Q2 2014 | 7/8/2014 | 135 |
| 4864 | Atlas Private Wealth Advisors | $457M | Q2 2026 | 7/27/2026 | 139 |
| 4865 | Venor Capital Management LP | $457M | Q1 2014 | 5/15/2014 | 16 |
| 4866 | Carmel Capital Management L.L.C. | $456M | Q2 2026 | 7/23/2026 | 28 |
| 4867 | Canal Insurance CO | $456M | Q2 2026 | 7/21/2026 | 76 |
| 4868 | Warther Private Wealth, LLC | $456M | Q2 2026 | 8/14/2026 | 50 |
| 4869 | CARDEROCK CAPITAL MANAGEMENT INC | $456M | Q2 2026 | 7/7/2026 | 67 |
| 4870 | Legacy Wealth Asset Management, LLC | $456M | Q2 2026 | 7/9/2026 | 380 |
| 4871 | Integre Asset Management, LLC | $456M | Q1 2014 | 5/14/2014 | 159 |
| 4872 | CLG LLC | $455M | Q2 2026 | 7/16/2026 | 156 |
| 4873 | Cordatus Wealth Management LLC | $455M | Q2 2026 | 7/29/2026 | 168 |
| 4874 | NATURAL INVESTMENTS, LLC | $455M | Q2 2026 | 7/31/2026 | 301 |
| 4875 | Colony Family Offices, LLC | $455M | Q2 2026 | 7/20/2026 | 61 |
| 4876 | Miramar Capital, LLC | $455M | Q2 2026 | 7/27/2026 | 57 |
| 4877 | Herring Creek Capital Management, LLC | $455M | Q1 2014 | 5/15/2014 | 25 |
| 4878 | Bulldog Investors, LLP | $455M | Q2 2026 | 8/14/2026 | 225 |
| 4879 | Lisanti Capital Growth, LLC | $455M | Q2 2026 | 8/10/2026 | 109 |
| 4880 | Highland Financial Advisors, LLC | $455M | Q2 2026 | 7/9/2026 | 73 |
| 4881 | Progressive Investment Management Corp | $454M | Q2 2026 | 8/4/2026 | 56 |
| 4882 | GSG Advisors LLC | $454M | Q2 2026 | 8/13/2026 | 149 |
| 4883 | Markowski Investments | $454M | Q2 2026 | 8/13/2026 | 619 |
| 4884 | INTEGRAL INVESTMENT ADVISORS, INC. | $454M | Q2 2026 | 7/7/2026 | 181 |
| 4885 | Weaver Capital Management LLC | $454M | Q2 2026 | 7/30/2026 | 172 |
| 4886 | Gray Foundation | $454M | Q2 2026 | 8/5/2026 | 9 |
| 4887 | BEAM WEALTH ADVISORS, INC. | $453M | Q2 2026 | 7/29/2026 | 117 |
| 4888 | Indigo Partners LLC | $453M | Q2 2026 | 8/14/2026 | 2 |
| 4889 | Aspen Capital Management, LLC | $453M | Q2 2026 | 8/4/2026 | 83 |
| 4890 | CAZ INVESTMENTS LP | $453M | Q2 2026 | 8/24/2026 | 59 |
| 4891 | Granite Investment Advisors, LLC | $453M | Q2 2014 | 7/23/2014 | 101 |
| 4892 | BOSTON RESEARCH & MANAGEMENT INC | $453M | Q2 2026 | 8/11/2026 | 121 |
| 4893 | Bitwise Funds Trust | $452M | Q2 2026 | 8/11/2026 | 46 |
| 4894 | Brand Asset Management Group, Inc. | $452M | Q2 2026 | 8/12/2026 | 223 |
| 4895 | Freedom Day Solutions, LLC | $452M | Q2 2026 | 7/24/2026 | 134 |
| 4896 | WINMILL & CO. INC | $452M | Q2 2026 | 8/13/2026 | 63 |
| 4897 | Remedium Capital Partners, LLC | $452M | Q2 2026 | 8/7/2026 | 6 |
| 4898 | Ironwood Wealth Management, LLC. | $451M | Q2 2026 | 7/30/2026 | 55 |
| 4899 | Endure Capital Management, LLC | $451M | Q2 2026 | 8/13/2026 | 50 |
| 4900 | Vigilant Capital Management, LLC | $451M | Q2 2014 | 7/18/2014 | 248 |
| 4901 | LPWM LLC | $451M | Q2 2026 | 7/24/2026 | 98 |
| 4902 | CWS Financial Advisors, LLC | $451M | Q2 2026 | 7/30/2026 | 171 |
| 4903 | RIPOSTE CAPITAL LLC | $451M | Q2 2026 | 8/14/2026 | 27 |
| 4904 | BARD ASSOCIATES INC | $451M | Q2 2026 | 8/11/2026 | 293 |
| 4905 | Anchorage Capital Group, L.L.C. | $450M | Q2 2026 | 8/14/2026 | 3 |
| 4906 | KELLY FINANCIAL GROUP LLC | $450M | Q2 2026 | 7/14/2026 | 107 |
| 4907 | RWC ASSET ADVISORS (US) LLC | $450M | Q2 2026 | 9/3/2026 | 16 |
| 4908 | Strengthening Families & Communities, LLC | $450M | Q2 2026 | 8/11/2026 | 846 |
| 4909 | Polaris Wealth Advisory Group, LLC | $449M | Q2 2014 | 8/5/2014 | 72 |
| 4910 | Diligent Investors, LLC | $449M | Q2 2026 | 7/24/2026 | 357 |
| 4911 | Cincinnati Specialty Underwriters Insurance CO | $449M | Q2 2026 | 8/6/2026 | 45 |
| 4912 | Bregal Sagemount IV General Partner Jersey Ltd | $449M | Q2 2026 | 8/13/2026 | 1 |
| 4913 | GARDNER LEWIS ASSET MANAGEMENT L P | $449M | Q2 2026 | 8/12/2026 | 75 |
| 4914 | CONTINENTAL GRAIN CO | $448M | Q2 2026 | 8/12/2026 | 4 |
| 4915 | PCG Wealth Advisors, LLC | $448M | Q2 2026 | 8/3/2026 | 180 |
| 4916 | Pacific Center for Financial Services | $448M | Q2 2026 | 8/5/2026 | 500 |
| 4917 | Hartford Financial Management Inc. | $448M | Q2 2026 | 7/23/2026 | 349 |
| 4918 | Warren Street Wealth Advisors, LLC | $448M | Q2 2026 | 7/22/2026 | 156 |
| 4919 | Windmill Hill Asset Management Ltd | $448M | Q2 2026 | 8/10/2026 | 21 |
| 4920 | One Degree Advisors Inc | $448M | Q2 2026 | 7/31/2026 | 82 |
| 4921 | Mudrick Capital Management, L.P. | $448M | Q2 2026 | 8/14/2026 | 4 |
| 4922 | WealthTrust Axiom LLC | $448M | Q2 2026 | 8/11/2026 | 302 |
| 4923 | Wealthspring Capital LLC | $448M | Q2 2026 | 7/15/2026 | 208 |
| 4924 | Level Financial Advisors | $448M | Q2 2026 | 7/15/2026 | 95 |
| 4925 | Watchman Group, Inc. | $447M | Q2 2026 | 7/24/2026 | 73 |
| 4926 | Dynamic Technology Lab Private Ltd | $447M | Q2 2026 | 8/13/2026 | 632 |
| 4927 | QCM Cayman, Ltd. | $447M | Q1 2014 | 5/14/2014 | 281 |
| 4928 | SYQUANT CAPITAL SAS | $447M | Q2 2026 | 7/9/2026 | 38 |
| 4929 | BROWN WEALTH MANAGEMENT, LLC | $447M | Q2 2026 | 7/20/2026 | 134 |
| 4930 | Flagstone Financial Management | $447M | Q2 2026 | 7/21/2026 | 77 |
| 4931 | O'Neil Global Advisors, Inc. | $447M | Q2 2026 | 8/10/2026 | 62 |
| 4932 | Quadrant Private Wealth Management, LLC | $447M | Q2 2026 | 7/30/2026 | 177 |
| 4933 | FLAGSHIP WEALTH ADVISORS, LLC | $447M | Q2 2026 | 7/27/2026 | 484 |
| 4934 | WORLD EQUITY GROUP, INC. | $447M | Q2 2026 | 7/9/2026 | 375 |
| 4935 | Wellington Shields & Co., LLC | $446M | Q2 2026 | 8/10/2026 | 329 |
| 4936 | Toscafund Asset Management LLP | $446M | Q1 2014 | 5/29/2014 | 17 |
| 4937 | Fosun International Ltd | $446M | Q2 2026 | 8/12/2026 | 73 |
| 4938 | PHILADELPHIA INTERNATIONAL ADVISORS LP | $446M | Q2 2014 | 7/29/2014 | 77 |
| 4939 | Columbia Bank | $446M | Q2 2026 | 7/24/2026 | 165 |
| 4940 | CHANNEL WEALTH LLC | $446M | Q2 2026 | 8/4/2026 | 188 |
| 4941 | BROWN, LISLE/CUMMINGS, INC. | $446M | Q2 2026 | 9/2/2026 | 1,054 |
| 4942 | Maniro Ltd | $446M | Q2 2026 | 8/14/2026 | 29 |
| 4943 | Tyro Capital Management LLC | $446M | Q2 2026 | 8/13/2026 | 15 |
| 4944 | Hunter Perkins Capital Management, LLC | $446M | Q2 2026 | 7/16/2026 | 149 |
| 4945 | MERIDIAN MANAGEMENT CO | $446M | Q2 2026 | 8/4/2026 | 84 |
| 4946 | HOWARD HUGHES MEDICAL INSTITUTE | $445M | Q2 2026 | 8/14/2026 | 30 |
| 4947 | Legacy Wealth Partners, LLC | $445M | Q2 2026 | 7/22/2026 | 189 |
| 4948 | SEARLE & CO. | $445M | Q2 2026 | 7/27/2026 | 194 |
| 4949 | Tillman Hartley LLC | $445M | Q2 2026 | 8/6/2026 | 94 |
| 4950 | LITTLE HOUSE CAPITAL LLC | $445M | Q2 2026 | 8/7/2026 | 113 |
| 4951 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $445M | Q2 2026 | 8/7/2026 | 204 |
| 4952 | CGC Financial Services, LLC | $445M | Q2 2026 | 7/13/2026 | 337 |
| 4953 | Dodds Wealth, LLC | $445M | Q2 2026 | 8/6/2026 | 56 |
| 4954 | CATAWBA CAPITAL MANAGEMENT /VA | $445M | Q2 2014 | 7/15/2014 | 254 |
| 4955 | United Wealth Management, LLC | $444M | Q2 2026 | 7/23/2026 | 24 |
| 4956 | Accel Wealth Management | $444M | Q2 2026 | 7/10/2026 | 305 |
| 4957 | Tradewinds, LLC. | $444M | Q2 2026 | 8/14/2026 | 216 |
| 4958 | Arjuna Capital | $444M | Q2 2026 | 8/14/2026 | 113 |
| 4959 | Wakefield Asset Management LLLP | $444M | Q2 2026 | 8/11/2026 | 225 |
| 4960 | Tidemark, LLC | $444M | Q2 2026 | 8/10/2026 | 935 |
| 4961 | Venator Management LLC | $444M | Q2 2026 | 8/13/2026 | 27 |
| 4962 | Empirical Asset Management, LLC | $444M | Q2 2026 | 8/10/2026 | 448 |
| 4963 | SK Wealth Management, LLC | $444M | Q2 2026 | 8/11/2026 | 80 |
| 4964 | MSF Capital, LLC | $444M | Q1 2014 | 5/6/2014 | 47 |
| 4965 | VANCE WEALTH, LLC | $444M | Q2 2026 | 8/14/2026 | 137 |
| 4966 | Duncan Williams Asset Management, LLC | $444M | Q2 2026 | 7/22/2026 | 172 |
| 4967 | TrueWealth Advisors, LLC | $444M | Q2 2026 | 7/8/2026 | 235 |
| 4968 | PRINCETON CAPITAL MANAGEMENT LLC | $443M | Q2 2026 | 8/11/2026 | 145 |
| 4969 | Peak Planning Group, LLC | $443M | Q2 2026 | 8/12/2026 | 128 |
| 4970 | ADAMS STREET PARTNERS LLC | $443M | Q2 2026 | 8/14/2026 | 4 |
| 4971 | Schooner Investment Group, LLC. | $443M | Q2 2014 | 8/4/2014 | 145 |
| 4972 | Bouvel Investment Partners, LLC | $442M | Q2 2026 | 7/17/2026 | 84 |
| 4973 | Franklin, Parlapiano, Turner & Welch, LLC | $442M | Q2 2026 | 7/9/2026 | 55 |
| 4974 | HWG Holdings LP | $442M | Q2 2026 | 7/14/2026 | 44 |
| 4975 | Cerro Pacific Wealth Advisors LLC | $442M | Q2 2026 | 7/15/2026 | 165 |
| 4976 | Sagewood Asset Management LP | $442M | Q2 2026 | 7/29/2026 | 432 |
| 4977 | DOLIVER ADVISORS, LP | $442M | Q2 2026 | 7/9/2026 | 191 |
| 4978 | TWIN PEAKS WEALTH ADVISORS, LLC | $442M | Q2 2026 | 8/13/2026 | 226 |
| 4979 | EdgeRock Capital LLC | $441M | Q2 2026 | 7/24/2026 | 134 |
| 4980 | Alta Advisers Ltd | $441M | Q2 2026 | 8/12/2026 | 219 |
| 4981 | PIONEER TRUST BANK N A/OR | $441M | Q2 2026 | 7/22/2026 | 87 |
| 4982 | Morton Brown Family Wealth, LLC | $441M | Q2 2026 | 7/21/2026 | 416 |
| 4983 | HALSEY ASSOCIATES INC/CT | $441M | Q1 2014 | 5/14/2014 | 106 |
| 4984 | Cardinal Strategic Wealth Guidance | $441M | Q2 2026 | 7/30/2026 | 67 |
| 4985 | KR CAPITAL ADVISORS INC | $441M | Q2 2014 | 8/5/2014 | 45 |
| 4986 | LONG WALK MANAGEMENT LP | $441M | Q2 2026 | 8/14/2026 | 14 |
| 4987 | ASSET ADVISORS CORP | $441M | Q2 2014 | 7/24/2014 | 157 |
| 4988 | Advus Financial Partners, LLC | $441M | Q2 2026 | 8/25/2026 | 261 |
| 4989 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $441M | Q2 2026 | 8/10/2026 | 81 |
| 4990 | Roberts Wealth Advisors, LLC | $440M | Q2 2026 | 7/29/2026 | 111 |
| 4991 | Euclidean Capital LLC | $440M | Q2 2026 | 8/14/2026 | 11 |
| 4992 | Turiya Advisors Asia Ltd | $440M | Q2 2026 | 8/12/2026 | 3 |
| 4993 | Bank of Kentucky, Inc. | $439M | Q1 2014 | 5/19/2014 | 288 |
| 4994 | MSOP GP, L.L.C. | $439M | Q4 2025 | 2/17/2026 | 3 |
| 4995 | Regiment Capital Management LLC | $439M | Q2 2014 | 8/1/2014 | 19 |
| 4996 | New Capital Management LP | $439M | Q2 2026 | 7/14/2026 | 60 |
| 4997 | OnyxPoint Global Management LP | $439M | Q2 2026 | 8/14/2026 | 34 |
| 4998 | HighVista Strategies LLC | $439M | Q2 2026 | 8/14/2026 | 147 |
| 4999 | INVESTMENT CENTERS OF AMERICA INC | $439M | Q2 2014 | 8/5/2014 | 353 |
| 5000 | Bridge City Capital, LLC | $438M | Q2 2026 | 8/11/2026 | 114 |