Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 4801 | BigSur Wealth Management LLC | $412M | Q4 2025 | 1/27/2026 | 160 |
| 4802 | CLARK ESTATES INC/NY | $412M | Q4 2025 | 2/12/2026 | 98 |
| 4803 | Ayalon Insurance Comp Ltd. | $412M | Q4 2025 | 1/12/2026 | 58 |
| 4804 | MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | $412M | Q2 2014 | 8/1/2014 | 183 |
| 4805 | KFA Private Wealth Group, LLC | $411M | Q4 2025 | 1/7/2026 | 151 |
| 4806 | KELLY LAWRENCE W & ASSOCIATES INC/CA | $411M | Q4 2025 | 2/17/2026 | 127 |
| 4807 | Coleford Investment Management Ltd. | $411M | Q4 2025 | 2/11/2026 | 22 |
| 4808 | McElhenny Sheffield Capital Management, LLC | $411M | Q4 2025 | 1/21/2026 | 100 |
| 4809 | Technology Crossover Management VIII, Ltd. | $411M | Q4 2025 | 2/6/2026 | 5 |
| 4810 | JPL Wealth Management, LLC | $410M | Q4 2025 | 2/12/2026 | 114 |
| 4811 | Detalus Advisors, LLC | $410M | Q4 2025 | 2/3/2026 | 170 |
| 4812 | Evergreen Advisors, LLC | $410M | Q4 2025 | 2/5/2026 | 24 |
| 4813 | D.B. Root & Company, LLC | $410M | Q4 2025 | 2/3/2026 | 188 |
| 4814 | Pinion Investment Advisors, LLC | $410M | Q4 2025 | 1/29/2026 | 173 |
| 4815 | EWA, LLC | $410M | Q4 2025 | 2/3/2026 | 271 |
| 4816 | MAGEE THOMSON INVESTMENT PARTNERS LLC | $409M | Q2 2014 | 7/29/2014 | 150 |
| 4817 | TSP Capital Management Group, LLC | $409M | Q4 2025 | 1/21/2026 | 45 |
| 4818 | GUIDANCE CAPITAL, INC | $409M | Q4 2025 | 1/23/2026 | 222 |
| 4819 | Weaver Consulting Group | $409M | Q4 2025 | 2/10/2026 | 268 |
| 4820 | Dunhill Financial, LLC | $409M | Q4 2025 | 1/29/2026 | 2,019 |
| 4821 | Capco Asset Management, LLC | $409M | Q4 2025 | 2/6/2026 | 28 |
| 4822 | Hurlow Wealth Management Group, Inc. | $408M | Q4 2025 | 2/17/2026 | 120 |
| 4823 | Arjuna Capital | $408M | Q4 2025 | 2/5/2026 | 108 |
| 4824 | Caitong International Asset Management Co., Ltd | $408M | Q4 2025 | 3/3/2026 | 1,839 |
| 4825 | Al Warda Investments RSC Ltd | $408M | Q4 2025 | 2/17/2026 | 1 |
| 4826 | Dodds Wealth, LLC | $408M | Q4 2025 | 2/11/2026 | 56 |
| 4827 | Farringdon Capital, Ltd. | $407M | Q4 2025 | 2/17/2026 | 415 |
| 4828 | Navalign, LLC | $407M | Q4 2025 | 2/5/2026 | 511 |
| 4829 | TOBAM | $407M | Q4 2025 | 3/2/2026 | 255 |
| 4830 | Legacy Wealth Asset Management, LLC | $407M | Q4 2025 | 1/12/2026 | 365 |
| 4831 | Global Wealth Strategies & Associates | $407M | Q1 2026 | 4/3/2026 | 543 |
| 4832 | Bill Few Associates, Inc. | $407M | Q4 2025 | 1/12/2026 | 197 |
| 4833 | MONARCH CAPITAL MANAGEMENT INC | $407M | Q4 2025 | 1/23/2026 | 124 |
| 4834 | Diligent Investors, LLC | $407M | Q4 2025 | 1/23/2026 | 339 |
| 4835 | Goodman Advisory Group, LLC | $406M | Q4 2025 | 2/11/2026 | 185 |
| 4836 | 300 NORTH CAPITAL, LLC | $406M | Q2 2014 | 8/5/2014 | 109 |
| 4837 | BROWN, LISLE/CUMMINGS, INC. | $406M | Q4 2025 | 1/23/2026 | 742 |
| 4838 | Briaud Financial Planning, Inc | $406M | Q4 2025 | 1/28/2026 | 37 |
| 4839 | BAKER TILLY WEALTH MANAGEMENT, LLC | $406M | Q4 2025 | 1/8/2026 | 284 |
| 4840 | Logan Stone Capital, LLC | $406M | Q4 2025 | 2/17/2026 | 150 |
| 4841 | Wellington Shields & Co., LLC | $405M | Q4 2025 | 2/9/2026 | 321 |
| 4842 | Palumbo Wealth Management LLC | $405M | Q4 2025 | 1/21/2026 | 218 |
| 4843 | RRJ CAPITAL II LTD | $405M | Q1 2014 | 4/24/2014 | 1 |
| 4844 | ATTICUS WEALTH MANAGEMENT, LLC | $405M | Q4 2025 | 2/9/2026 | 204 |
| 4845 | COFG Advisors, LLC | $405M | Q4 2025 | 2/10/2026 | 228 |
| 4846 | CLEARARC CAPITAL INC | $405M | Q1 2014 | 5/15/2014 | 382 |
| 4847 | O'Keefe Stevens Advisory, Inc. | $405M | Q1 2026 | 4/7/2026 | 76 |
| 4848 | Trails Edge Capital Partners, LP | $405M | Q4 2025 | 2/17/2026 | 23 |
| 4849 | Cordoba Advisory Partners LLC | $405M | Q4 2025 | 2/13/2026 | 145 |
| 4850 | PCJ Investment Counsel Ltd. | $404M | Q4 2025 | 2/10/2026 | 61 |
| 4851 | MERIDIAN MANAGEMENT CO | $404M | Q4 2025 | 2/10/2026 | 80 |
| 4852 | SMITH HAYES Advisers, Inc | $404M | Q1 2014 | 5/9/2014 | 278 |
| 4853 | Aspen Capital Management, LLC | $404M | Q4 2025 | 1/29/2026 | 80 |
| 4854 | CITIZENS & NORTHERN CORP | $404M | Q4 2025 | 1/28/2026 | 124 |
| 4855 | KG&L Capital Management,LLC | $403M | Q4 2025 | 1/23/2026 | 227 |
| 4856 | INTEGRAL INVESTMENT ADVISORS, INC. | $403M | Q4 2025 | 2/6/2026 | 176 |
| 4857 | Lingohr Asset Management GmbH | $403M | Q2 2014 | 8/1/2014 | 112 |
| 4858 | Meritech Capital Associates III L.L.C. | $403M | Q1 2014 | 5/16/2014 | 7 |
| 4859 | Franklin, Parlapiano, Turner & Welch, LLC | $403M | Q4 2025 | 1/22/2026 | 52 |
| 4860 | Atlantic Edge Private Wealth Management, LLC | $403M | Q4 2025 | 1/27/2026 | 578 |
| 4861 | SailingStone Capital Partners LLC | $402M | Q4 2025 | 2/17/2026 | 15 |
| 4862 | Duncan Williams Asset Management, LLC | $402M | Q4 2025 | 2/5/2026 | 170 |
| 4863 | Dalal Street, LLC | $402M | Q4 2025 | 2/13/2026 | 4 |
| 4864 | Monument Capital Management | $402M | Q4 2025 | 1/26/2026 | 220 |
| 4865 | NATURAL INVESTMENTS, LLC | $402M | Q4 2025 | 1/23/2026 | 280 |
| 4866 | SAYBROOK CAPITAL /NC | $402M | Q4 2025 | 1/29/2026 | 42 |
| 4867 | CLG LLC | $402M | Q4 2025 | 1/15/2026 | 143 |
| 4868 | SHIKIAR ASSET MANAGEMENT INC | $402M | Q4 2025 | 1/22/2026 | 99 |
| 4869 | WP Advisors, LLC | $402M | Q4 2025 | 1/28/2026 | 116 |
| 4870 | Westmount Partners, LLC | $401M | Q4 2025 | 1/15/2026 | 246 |
| 4871 | Compass Wealth Management LLC | $401M | Q4 2025 | 2/11/2026 | 76 |
| 4872 | BAINCO INTERNATIONAL INVESTORS | $401M | Q2 2014 | 8/11/2014 | 88 |
| 4873 | Steinberg Global Asset Management | $401M | Q1 2014 | 5/15/2014 | 185 |
| 4874 | Colony Family Offices, LLC | $401M | Q4 2025 | 1/22/2026 | 65 |
| 4875 | Tamarack Capital Management, LLC | $401M | Q1 2014 | 5/12/2014 | 24 |
| 4876 | Napier Financial, LLC | $400M | Q4 2025 | 2/11/2026 | 53 |
| 4877 | Addison Capital Co | $400M | Q4 2025 | 2/2/2026 | 142 |
| 4878 | Archipel Asset Management AB | $400M | Q2 2014 | 8/6/2014 | 56 |
| 4879 | OPAL CAPITAL LLC | $400M | Q4 2025 | 2/17/2026 | 192 |
| 4880 | Schonfeld Group Holdings LLC | $400M | Q1 2014 | 5/15/2014 | 515 |
| 4881 | BIRINYI ASSOCIATES INC | $400M | Q4 2025 | 2/10/2026 | 58 |
| 4882 | Sovereign Investment Advisors, LLC | $400M | Q4 2025 | 2/13/2026 | 39 |
| 4883 | DOLIVER ADVISORS, LP | $400M | Q4 2025 | 1/6/2026 | 176 |
| 4884 | MorganRosel Wealth Management, LLC | $400M | Q4 2025 | 2/13/2026 | 111 |
| 4885 | DAVIS-REA LTD. | $400M | Q4 2025 | 1/28/2026 | 56 |
| 4886 | Rock Point Advisors, LLC | $399M | Q4 2025 | 2/4/2026 | 121 |
| 4887 | MSA Advisors, LLC | $399M | Q4 2025 | 2/17/2026 | 31 |
| 4888 | Kelly Financial Services LLC | $399M | Q4 2025 | 1/13/2026 | 123 |
| 4889 | RFG HOLDINGS, INC. | $399M | Q4 2025 | 1/23/2026 | 66 |
| 4890 | Scott & Selber, Inc. | $399M | Q4 2025 | 1/9/2026 | 93 |
| 4891 | GREAT OAK CAPITAL PARTNERS, LLC | $399M | Q4 2025 | 1/6/2026 | 44 |
| 4892 | Gray Foundation | $399M | Q4 2025 | 1/29/2026 | 11 |
| 4893 | Hudson Capital Management LLC | $399M | Q4 2025 | 1/21/2026 | 69 |
| 4894 | Mokosak Advisory Group, LLC | $398M | Q4 2025 | 2/3/2026 | 38 |
| 4895 | LITTLE HOUSE CAPITAL LLC | $398M | Q4 2025 | 2/6/2026 | 109 |
| 4896 | Tillman Hartley LLC | $398M | Q4 2025 | 2/13/2026 | 91 |
| 4897 | PSI Advisors, LLC | $398M | Q4 2025 | 2/9/2026 | 130 |
| 4898 | New Capital Management LP | $398M | Q4 2025 | 1/20/2026 | 55 |
| 4899 | Planning Project LLC | $398M | Q4 2025 | 2/12/2026 | 144 |
| 4900 | GLOBE LIFE INC. | $398M | Q4 2025 | 2/6/2026 | 2 |
| 4901 | Bridgefront Capital, LLC | $398M | Q4 2025 | 2/13/2026 | 492 |
| 4902 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | $398M | Q4 2025 | 2/12/2026 | 87 |
| 4903 | Vodafone Ventures Ltd | $397M | Q4 2025 | 2/17/2026 | 1 |
| 4904 | Astoria Strategic Wealth, Inc. | $397M | Q4 2025 | 2/5/2026 | 35 |
| 4905 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $397M | Q4 2025 | 2/13/2026 | 682 |
| 4906 | Sunflower Bank, N.A. | $397M | Q4 2025 | 1/9/2026 | 154 |
| 4907 | tru Independence LLC | $397M | Q4 2025 | 1/22/2026 | 132 |
| 4908 | LPWM LLC | $396M | Q4 2025 | 1/6/2026 | 87 |
| 4909 | Hidden Lake Asset Management LP | $395M | Q4 2025 | 2/17/2026 | 33 |
| 4910 | Div Capital Phoenix Assets Ltd | $395M | Q4 2025 | 2/12/2026 | 13 |
| 4911 | Patriot Wealth Management, Inc. | $395M | Q2 2014 | 7/22/2014 | 61 |
| 4912 | CHANNEL WEALTH LLC | $395M | Q4 2025 | 2/3/2026 | 172 |
| 4913 | PREMIER ASSET MANAGEMENT LLC | $395M | Q2 2014 | 7/11/2014 | 96 |
| 4914 | Cambrian Capital Limited Partnership | $395M | Q1 2014 | 5/15/2014 | 51 |
| 4915 | Ironsides Asset Advisors, LLC | $395M | Q4 2025 | 2/12/2026 | 76 |
| 4916 | GARDNER LEWIS ASSET MANAGEMENT L P | $394M | Q4 2025 | 2/12/2026 | 77 |
| 4917 | Performa Ltd (US), LLC | $394M | Q4 2025 | 2/10/2026 | 51 |
| 4918 | Efficient Market Advisors, LLC | $394M | Q2 2014 | 7/17/2014 | 136 |
| 4919 | Rinkey Investments | $394M | Q4 2025 | 2/4/2026 | 129 |
| 4920 | Waterstone Capital Management, L.P. | $394M | Q1 2014 | 5/15/2014 | 23 |
| 4921 | BENJAMIN F. EDWARDS & COMPANY, INC. | $394M | Q2 2014 | 7/21/2014 | 935 |
| 4922 | KELLY FINANCIAL GROUP LLC | $393M | Q4 2025 | 1/23/2026 | 96 |
| 4923 | Trustees of Dartmouth College | $393M | Q4 2025 | 1/14/2026 | 9 |
| 4924 | Xcel Wealth Management, LLC | $393M | Q4 2025 | 1/26/2026 | 144 |
| 4925 | Sequent Planning LLC | $393M | Q4 2025 | 2/5/2026 | 226 |
| 4926 | Redmond Asset Management, LLC | $392M | Q4 2025 | 2/9/2026 | 197 |
| 4927 | Pacific Center for Financial Services | $392M | Q4 2025 | 2/17/2026 | 475 |
| 4928 | HIGHLINE WEALTH PARTNERS LLC | $392M | Q1 2026 | 4/6/2026 | 1,298 |
| 4929 | CV Advisors LLC | $392M | Q4 2025 | 1/20/2026 | 48 |
| 4930 | Engaged Capital LLC | $392M | Q4 2025 | 2/17/2026 | 9 |
| 4931 | BCGM Wealth Management, LLC | $392M | Q4 2025 | 1/7/2026 | 175 |
| 4932 | AGRAN LIBBIE | $392M | Q2 2014 | 8/1/2014 | 113 |
| 4933 | Lansing Street Advisors | $392M | Q4 2025 | 1/26/2026 | 140 |
| 4934 | Divergent Planning, LLC | $392M | Q4 2025 | 1/12/2026 | 36 |
| 4935 | Sollinda Capital Management LLC | $391M | Q4 2025 | 1/15/2026 | 74 |
| 4936 | Alight Capital Management LP | $391M | Q4 2025 | 2/17/2026 | 62 |
| 4937 | Whitefort Capital Management, LP | $391M | Q4 2025 | 2/17/2026 | 20 |
| 4938 | Quadratic Capital Management LLC | $391M | Q4 2025 | 1/13/2026 | 2 |
| 4939 | Peterson Wealth Services | $391M | Q4 2025 | 2/12/2026 | 218 |
| 4940 | Safeguard Investment Advisory Group, LLC | $391M | Q4 2025 | 2/13/2026 | 148 |
| 4941 | Strategic Advocates LLC | $391M | Q4 2025 | 2/11/2026 | 637 |
| 4942 | Jacobus Wealth Management, Inc. | $391M | Q2 2014 | 8/6/2014 | 317 |
| 4943 | Retirement Management Systems Inc. | $391M | Q4 2025 | 2/12/2026 | 54 |
| 4944 | Sinvest Investments II Ltd. | $390M | Q4 2025 | 2/13/2026 | 1 |
| 4945 | SIEMENS AG | $390M | Q4 2025 | 2/17/2026 | 1 |
| 4946 | P2 Capital Partners, LLC | $390M | Q4 2025 | 2/17/2026 | 10 |
| 4947 | BNC WEALTH MANAGEMENT, LLC | $390M | Q4 2025 | 1/22/2026 | 106 |
| 4948 | Lead Edge Capital Management, LLC | $390M | Q4 2025 | 2/17/2026 | 8 |
| 4949 | Flagstone Financial Management | $390M | Q4 2025 | 2/9/2026 | 66 |
| 4950 | Cadent Capital Advisors, LLC | $390M | Q4 2025 | 1/13/2026 | 182 |
| 4951 | WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $390M | Q4 2025 | 2/3/2026 | 42 |
| 4952 | BARD ASSOCIATES INC | $389M | Q4 2025 | 2/13/2026 | 241 |
| 4953 | Dockside LLC | $389M | Q4 2025 | 2/13/2026 | 183 |
| 4954 | Ifrah Financial Services, Inc. | $389M | Q4 2025 | 1/22/2026 | 209 |
| 4955 | Arlington Value Capital, LLC | $389M | Q1 2014 | 5/14/2014 | 11 |
| 4956 | MPS Loria Financial Planners, LLC | $389M | Q4 2025 | 2/3/2026 | 85 |
| 4957 | NBW CAPITAL LLC | $389M | Q1 2014 | 5/14/2014 | 83 |
| 4958 | WealthTrust Axiom LLC | $389M | Q4 2025 | 2/13/2026 | 272 |
| 4959 | Investment Advisory Group, LLC | $389M | Q4 2025 | 1/23/2026 | 194 |
| 4960 | Teramo Advisors, LLC | $388M | Q4 2025 | 2/6/2026 | 11 |
| 4961 | NovaPoint Capital, LLC | $388M | Q4 2025 | 1/21/2026 | 79 |
| 4962 | HighVista Strategies LLC | $388M | Q4 2025 | 2/17/2026 | 145 |
| 4963 | West Branch Capital LLC | $388M | Q4 2025 | 1/16/2026 | 415 |
| 4964 | Hilltop Partners LLC | $388M | Q4 2025 | 2/10/2026 | 127 |
| 4965 | Gradient Capital Advisors, LLC | $388M | Q4 2025 | 2/6/2026 | 174 |
| 4966 | NORTHSTAR INVESTMENT ADVISORS LLC | $388M | Q2 2014 | 7/30/2014 | 109 |
| 4967 | Peak Financial Management, Inc. | $388M | Q4 2025 | 1/23/2026 | 98 |
| 4968 | Breton Hill Capital Ltd. | $388M | Q2 2014 | 8/1/2014 | 242 |
| 4969 | ETF Portfolio Partners, Inc. | $388M | Q4 2025 | 1/20/2026 | 68 |
| 4970 | Quaker Capital Investments, LLC | $388M | Q4 2025 | 2/13/2026 | 22 |
| 4971 | PRINCETON CAPITAL MANAGEMENT LLC | $388M | Q4 2025 | 2/6/2026 | 141 |
| 4972 | SEARLE & CO. | $388M | Q4 2025 | 2/13/2026 | 187 |
| 4973 | St. Clair Advisors, LLC | $388M | Q4 2025 | 1/20/2026 | 81 |
| 4974 | Braver Wealth Management, LLC | $387M | Q2 2014 | 7/29/2014 | 88 |
| 4975 | GSG Advisors LLC | $387M | Q4 2025 | 1/8/2026 | 134 |
| 4976 | NORTHSTAR ASSET MANAGEMENT INC | $387M | Q4 2025 | 2/12/2026 | 88 |
| 4977 | WIM INVESTMENT MANAGEMENT Ltd | $387M | Q4 2025 | 2/5/2026 | 22 |
| 4978 | Supplemental Annuity Collective Trust of NJ | $387M | Q4 2025 | 1/29/2026 | 210 |
| 4979 | One Charles Private Wealth Services, LLC | $387M | Q4 2025 | 2/6/2026 | 171 |
| 4980 | Hollow Brook Wealth Management LLC | $387M | Q4 2025 | 2/17/2026 | 79 |
| 4981 | United Wealth Management, LLC | $387M | Q4 2025 | 2/11/2026 | 24 |
| 4982 | TriaGen Wealth Management LLC | $387M | Q4 2025 | 1/27/2026 | 176 |
| 4983 | Legacy Wealth Partners, LLC | $386M | Q4 2025 | 2/17/2026 | 177 |
| 4984 | TrueWealth Advisors, LLC | $386M | Q4 2025 | 1/7/2026 | 241 |
| 4985 | First Washington CORP | $386M | Q4 2025 | 2/13/2026 | 58 |
| 4986 | Extract Advisors LLC | $386M | Q4 2025 | 2/13/2026 | 24 |
| 4987 | Eldred Rock Partners, LLC | $385M | Q4 2025 | 1/16/2026 | 32 |
| 4988 | Core Wealth Advisors, Inc. | $385M | Q4 2025 | 2/17/2026 | 94 |
| 4989 | Plan Group Financial, LLC | $385M | Q4 2025 | 2/3/2026 | 202 |
| 4990 | Seafarer Capital Partners, LLC | $385M | Q4 2025 | 1/9/2026 | 9 |
| 4991 | Hartford Financial Management Inc. | $385M | Q4 2025 | 1/21/2026 | 338 |
| 4992 | HOME FEDERAL BANK OF TENNESSEE | $385M | Q4 2025 | 1/20/2026 | 78 |
| 4993 | Aquire Wealth Advisors, LLC | $385M | Q4 2025 | 1/7/2026 | 49 |
| 4994 | DELTA FINANCIAL ADVISORS LLC | $385M | Q4 2025 | 2/6/2026 | 149 |
| 4995 | Boltwood Capital Management | $385M | Q4 2025 | 1/2/2026 | 182 |
| 4996 | Alpine Investment Management Ltd | $384M | Q4 2025 | 2/13/2026 | 10 |
| 4997 | RIVER GLOBAL INVESTORS LLP | $384M | Q2 2014 | 7/21/2014 | 61 |
| 4998 | Truffle Hound Capital, LLC | $384M | Q4 2025 | 2/13/2026 | 52 |
| 4999 | GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | $384M | Q1 2014 | 5/15/2014 | 190 |
| 5000 | WBI INVESTMENTS, LLC | $384M | Q4 2025 | 2/13/2026 | 307 |