Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5001 | Astoria Strategic Wealth, Inc. | $438M | Q2 2026 | 7/16/2026 | 36 |
| 5002 | CITIZENS & NORTHERN CORP | $438M | Q2 2026 | 7/17/2026 | 117 |
| 5003 | Five Oceans Asset Management LTD | $438M | Q2 2014 | 8/1/2014 | 49 |
| 5004 | Prudent Man Advisors, LLC | $438M | Q2 2026 | 8/5/2026 | 141 |
| 5005 | Fairway Wealth LLC | $437M | Q2 2026 | 7/24/2026 | 239 |
| 5006 | Strategic Investment Solutions, Inc. /IL | $437M | Q2 2026 | 7/8/2026 | 707 |
| 5007 | Westend Capital Management, LLC | $437M | Q2 2026 | 8/7/2026 | 242 |
| 5008 | SYMONS CAPITAL MANAGEMENT INC | $437M | Q1 2014 | 5/7/2014 | 87 |
| 5009 | IDG-Accel China Capital II Associates L.P. | $437M | Q2 2026 | 8/7/2026 | 1 |
| 5010 | City State Bank | $436M | Q2 2026 | 7/14/2026 | 809 |
| 5011 | Boltwood Capital Management | $436M | Q2 2026 | 7/2/2026 | 192 |
| 5012 | Aquire Wealth Advisors, LLC | $436M | Q2 2026 | 8/6/2026 | 54 |
| 5013 | Prosperity Planning, Inc. | $436M | Q2 2026 | 7/10/2026 | 117 |
| 5014 | MONARCH CAPITAL MANAGEMENT INC | $436M | Q2 2026 | 7/22/2026 | 130 |
| 5015 | Bare Financial Services, Inc | $436M | Q2 2026 | 7/27/2026 | 1,784 |
| 5016 | Able Wealth Management LLC | $436M | Q2 2026 | 7/29/2026 | 182 |
| 5017 | Peak Financial Management, Inc. | $436M | Q2 2026 | 7/20/2026 | 114 |
| 5018 | Militia Capital Partners, LP | $435M | Q4 2025 | 8/14/2026 | 215 |
| 5019 | BRIDGES INVESTMENT COUNSEL INC/ | $435M | Q2 2014 | 7/14/2014 | 160 |
| 5020 | Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | $435M | Q2 2026 | 8/14/2026 | 2 |
| 5021 | Goodman Advisory Group, LLC | $435M | Q2 2026 | 8/12/2026 | 69 |
| 5022 | Lionstone Capital Management LLC | $435M | Q2 2026 | 8/14/2026 | 11 |
| 5023 | MPS Loria Financial Planners, LLC | $435M | Q2 2026 | 7/30/2026 | 91 |
| 5024 | Majedie Asset Management Ltd | $435M | Q2 2014 | 8/1/2014 | 49 |
| 5025 | MDE Group | $435M | Q2 2014 | 8/11/2014 | 67 |
| 5026 | One Charles Private Wealth Services, LLC | $434M | Q2 2026 | 7/15/2026 | 176 |
| 5027 | Cape Ann Asset Management Ltd | $434M | Q2 2026 | 8/11/2026 | 12 |
| 5028 | Carr Financial Group Corp | $434M | Q2 2026 | 8/6/2026 | 182 |
| 5029 | New Republic Capital, LLC | $434M | Q2 2026 | 7/31/2026 | 352 |
| 5030 | Neo Ivy Capital Management | $434M | Q2 2026 | 8/14/2026 | 345 |
| 5031 | HUSSMAN STRATEGIC ADVISORS, INC. | $434M | Q2 2026 | 8/3/2026 | 231 |
| 5032 | Divisar Capital Management LLC | $434M | Q2 2026 | 8/14/2026 | 28 |
| 5033 | Seafarer Capital Partners, LLC | $434M | Q2 2026 | 8/4/2026 | 9 |
| 5034 | INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | $434M | Q1 2014 | 5/8/2014 | 124 |
| 5035 | CLARK ESTATES INC/NY | $434M | Q2 2026 | 8/5/2026 | 90 |
| 5036 | Bay Harbor Wealth Management, LLC | $434M | Q2 2026 | 7/28/2026 | 1,293 |
| 5037 | BRC Group Holdings, Inc. | $434M | Q2 2026 | 8/14/2026 | 37 |
| 5038 | Creative Capital Management Investments LLC | $433M | Q2 2026 | 7/24/2026 | 1,438 |
| 5039 | Shah Wealth Advisors, LLC | $433M | Q2 2026 | 8/7/2026 | 79 |
| 5040 | Safeguard Investment Advisory Group, LLC | $433M | Q2 2026 | 8/13/2026 | 178 |
| 5041 | HEIGHTS CAPITAL MANAGEMENT, INC | $433M | Q2 2026 | 8/14/2026 | 323 |
| 5042 | BOLTON LP | $433M | Q1 2014 | 5/15/2014 | 162 |
| 5043 | Intergy Private Wealth, LLC | $433M | Q2 2026 | 7/17/2026 | 147 |
| 5044 | COBIZ WEALTH, LLC | $433M | Q2 2014 | 7/29/2014 | 125 |
| 5045 | Greenstone Partners & Co., LLC | $433M | Q2 2026 | 8/14/2026 | 8 |
| 5046 | Cornerstone Planning, LLC | $432M | Q2 2026 | 7/29/2026 | 136 |
| 5047 | Grandeur Peak Global Advisors, LLC | $432M | Q2 2026 | 8/17/2026 | 75 |
| 5048 | Investment Planning Advisors, Inc. | $432M | Q2 2026 | 7/23/2026 | 117 |
| 5049 | MONIMUS CAPITAL MANAGEMENT, LP | $432M | Q2 2026 | 8/14/2026 | 56 |
| 5050 | Gradient Capital Advisors, LLC | $432M | Q2 2026 | 7/13/2026 | 179 |
| 5051 | Blueshift Asset Management, LLC | $432M | Q2 2026 | 8/14/2026 | 556 |
| 5052 | Boundless Plain Holdings Ltd | $432M | Q2 2026 | 8/10/2026 | 11 |
| 5053 | RRJ CAPITAL LTD | $431M | Q1 2014 | 4/23/2014 | 4 |
| 5054 | SIEMENS PENSION TRUST E V | $431M | Q2 2026 | 8/14/2026 | 1 |
| 5055 | BWM Planning, LLC | $431M | Q2 2026 | 7/23/2026 | 99 |
| 5056 | Ripple Effect Asset Management LP | $431M | Q2 2026 | 8/13/2026 | 24 |
| 5057 | CCG WEALTH MANAGEMENT, LLC | $431M | Q2 2026 | 8/7/2026 | 150 |
| 5058 | Private Wealth Management Group, LLC | $431M | Q2 2026 | 7/27/2026 | 1,455 |
| 5059 | CAT ROCK CAPITAL MANAGEMENT LP | $431M | Q2 2026 | 8/14/2026 | 7 |
| 5060 | SG Trading Solutions, LLC | $431M | Q4 2025 | 2/24/2026 | 211 |
| 5061 | Doma Perpetual Capital Management LLC | $431M | Q2 2026 | 8/12/2026 | 13 |
| 5062 | BOS Asset Management, LLC | $431M | Q2 2026 | 7/13/2026 | 204 |
| 5063 | MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | $430M | Q2 2014 | 7/24/2014 | 92 |
| 5064 | PSI Advisors, LLC | $430M | Q2 2026 | 8/3/2026 | 151 |
| 5065 | Fusion Capital, LLC | $430M | Q2 2026 | 8/5/2026 | 112 |
| 5066 | Luminvest Wealth Management LLC | $430M | Q2 2026 | 7/29/2026 | 58 |
| 5067 | West Branch Capital LLC | $430M | Q2 2026 | 7/10/2026 | 355 |
| 5068 | Rakuten Securities, Inc. | $430M | Q2 2026 | 8/11/2026 | 914 |
| 5069 | SECOND CURVE CAPITAL LLC | $430M | Q1 2014 | 5/13/2014 | 25 |
| 5070 | Strategic Family Wealth Counselors, L.L.C. | $430M | Q2 2026 | 8/14/2026 | 178 |
| 5071 | Highmount Capital, LLC | $430M | Q1 2014 | 5/13/2014 | 145 |
| 5072 | Quantitative Advantage, LLC | $429M | Q2 2014 | 8/5/2014 | 44 |
| 5073 | Prostatis Group LLC | $429M | Q2 2026 | 8/14/2026 | 190 |
| 5074 | Virtus Investment Advisers, LLC | $429M | Q2 2026 | 8/11/2026 | 463 |
| 5075 | Main Street Group, LTD | $429M | Q2 2026 | 7/13/2026 | 865 |
| 5076 | Navalign, LLC | $429M | Q2 2026 | 7/27/2026 | 132 |
| 5077 | AlphaOne Investment Services, LLC | $429M | Q1 2014 | 5/15/2014 | 141 |
| 5078 | LEGACY FINANCIAL GROUP, INC. | $429M | Q2 2026 | 7/30/2026 | 104 |
| 5079 | TRUEFG, LLC | $428M | Q2 2026 | 7/16/2026 | 75 |
| 5080 | ACT II MANAGEMENT, LP | $428M | Q1 2014 | 5/15/2014 | 41 |
| 5081 | Straight Path Wealth Management | $428M | Q2 2026 | 7/27/2026 | 141 |
| 5082 | BOONE CAPITAL MANAGEMENT LLC | $428M | Q2 2026 | 8/14/2026 | 16 |
| 5083 | BankPlus Trust Department | $428M | Q2 2026 | 7/28/2026 | 470 |
| 5084 | KOTLER KEVIN | $427M | Q4 2025 | 2/17/2026 | 38 |
| 5085 | Sound Capital Solutions LLC | $427M | Q2 2026 | 8/13/2026 | 309 |
| 5086 | Dockside LLC | $427M | Q2 2026 | 8/3/2026 | 184 |
| 5087 | DSC Meridian Capital LP | $427M | Q2 2026 | 8/14/2026 | 15 |
| 5088 | Lester Murray Antman dba SimplyRich | $427M | Q2 2026 | 7/31/2026 | 166 |
| 5089 | Visionary Asset Management, Inc. | $427M | Q2 2014 | 8/7/2014 | 496 |
| 5090 | Ironsides Asset Advisors, LLC | $427M | Q2 2026 | 8/12/2026 | 83 |
| 5091 | Vermillion Wealth Management, Inc. | $427M | Q2 2026 | 7/15/2026 | 1,545 |
| 5092 | PRAIRIE ADVISORY, LLC | $426M | Q2 2026 | 7/20/2026 | 167 |
| 5093 | GARCIA HAMILTON & ASSOCIATES LP/DE | $426M | Q2 2014 | 8/7/2014 | 60 |
| 5094 | Ruedi Wealth Management, Inc. | $426M | Q2 2026 | 7/29/2026 | 62 |
| 5095 | M&R CAPITAL MANAGEMENT INC | $426M | Q2 2014 | 8/11/2014 | 223 |
| 5096 | AyurMaya Capital Management Company, LP | $426M | Q2 2026 | 8/13/2026 | 1 |
| 5097 | MASTRAPASQUA ASSET MANAGEMENT INC | $426M | Q1 2014 | 5/14/2014 | 151 |
| 5098 | Aston Asset Management, LLC | $426M | Q1 2014 | 5/15/2014 | 139 |
| 5099 | LIFELONG WEALTH ADVISORS, INC. | $426M | Q2 2026 | 7/16/2026 | 99 |
| 5100 | Go Invest LLC | $426M | Q2 2026 | 8/5/2026 | 129 |
| 5101 | Ashoka WhiteOak Capital Pte Ltd | $425M | Q2 2026 | 8/7/2026 | 17 |
| 5102 | Wealth Management Partners, LLC | $425M | Q2 2026 | 7/22/2026 | 154 |
| 5103 | CORNERSTONE ADVISORS INC | $425M | Q1 2014 | 5/7/2014 | 266 |
| 5104 | Sterling Investment Counsel, LLC | $425M | Q2 2026 | 7/20/2026 | 197 |
| 5105 | Rinkey Investments | $425M | Q2 2026 | 7/20/2026 | 128 |
| 5106 | KLP Enterprises, LLC | $425M | Q4 2013 | 2/12/2014 | 2 |
| 5107 | SWMG, LLC | $424M | Q2 2026 | 7/15/2026 | 100 |
| 5108 | Fivespan Partners, LP | $424M | Q2 2026 | 8/13/2026 | 6 |
| 5109 | SENECA CAPITAL INVESTMENTS, L.P. | $424M | Q1 2014 | 5/15/2014 | 45 |
| 5110 | AMJ Financial Wealth Management | $424M | Q2 2026 | 8/10/2026 | 86 |
| 5111 | GRASSI INVESTMENT MANAGEMENT LLC | $424M | Q1 2014 | 4/30/2014 | 131 |
| 5112 | Myriad Asset Management Advisors LLC | $424M | Q2 2026 | 7/20/2026 | 49 |
| 5113 | Meredith Wealth Planning | $424M | Q2 2026 | 7/24/2026 | 74 |
| 5114 | Wood Tarver Financial Group, LLC | $424M | Q2 2026 | 8/13/2026 | 165 |
| 5115 | AVALON CAPITAL MANAGEMENT | $423M | Q2 2026 | 7/16/2026 | 130 |
| 5116 | WHITE PINE CAPITAL LLC | $423M | Q2 2026 | 8/5/2026 | 240 |
| 5117 | MILLER VALUE PARTNERS, LLC | $423M | Q2 2026 | 8/14/2026 | 56 |
| 5118 | Kingdom Ridge Capital, LLC | $423M | Q1 2014 | 5/15/2014 | 25 |
| 5119 | BIRINYI ASSOCIATES INC | $423M | Q2 2026 | 8/5/2026 | 61 |
| 5120 | M3F, Inc. | $422M | Q2 2026 | 8/13/2026 | 22 |
| 5121 | BURNHAM ASSET MANAGEMENT CORP /NY/ | $422M | Q1 2014 | 4/25/2014 | 250 |
| 5122 | Westwind Capital | $422M | Q2 2026 | 7/15/2026 | 77 |
| 5123 | GLOBE LIFE INC. | $422M | Q2 2026 | 8/3/2026 | 2 |
| 5124 | REILLY FINANCIAL ADVISORS, LLC | $422M | Q2 2014 | 7/16/2014 | 840 |
| 5125 | EVEREST CAPITAL LLC | $422M | Q1 2014 | 5/15/2014 | 42 |
| 5126 | RENAISSANCERE HOLDINGS LTD | $421M | Q2 2026 | 8/7/2026 | 5 |
| 5127 | Atlatl Advisers LLC | $421M | Q2 2026 | 7/22/2026 | 459 |
| 5128 | DELTA FINANCIAL ADVISORS LLC | $421M | Q2 2026 | 8/5/2026 | 152 |
| 5129 | EnRich Financial Partners LLC | $421M | Q2 2026 | 7/27/2026 | 67 |
| 5130 | KDI CAPITAL PARTNERS LLC | $421M | Q1 2014 | 5/14/2014 | 39 |
| 5131 | Compass Advisory Group LLC | $421M | Q2 2026 | 8/11/2026 | 89 |
| 5132 | PIER 88 INVESTMENT PARTNERS LLC | $421M | Q2 2026 | 8/4/2026 | 110 |
| 5133 | Turner Capital Investments, LLC | $421M | Q1 2026 | 4/9/2026 | 1 |
| 5134 | Fruth Investment Management | $421M | Q2 2026 | 7/10/2026 | 225 |
| 5135 | PYA Waltman Capital, LLC | $421M | Q2 2026 | 8/14/2026 | 67 |
| 5136 | True Wealth Design, LLC | $420M | Q2 2026 | 7/16/2026 | 2,655 |
| 5137 | ETF Portfolio Partners, Inc. | $420M | Q2 2026 | 7/13/2026 | 70 |
| 5138 | ATTICUS WEALTH MANAGEMENT, LLC | $420M | Q2 2026 | 7/15/2026 | 177 |
| 5139 | LIBERTY SQUARE WEALTH PARTNERS LLC | $420M | Q2 2026 | 8/10/2026 | 140 |
| 5140 | UNIVERSITY OF CHICAGO | $420M | Q2 2026 | 8/14/2026 | 14 |
| 5141 | BALLAST ADVISORS LLC | $420M | Q2 2026 | 8/12/2026 | 197 |
| 5142 | Prairie Wealth Advisors, Inc. | $420M | Q2 2026 | 8/12/2026 | 256 |
| 5143 | 325 CAPITAL LLC | $419M | Q2 2026 | 8/14/2026 | 12 |
| 5144 | Tahithromos, L.L.C. | $419M | Q2 2014 | 7/23/2014 | 41 |
| 5145 | Bowling Portfolio Management LLC | $419M | Q1 2014 | 5/13/2014 | 109 |
| 5146 | ROMAN BUTLER FULLERTON & CO | $419M | Q2 2026 | 8/6/2026 | 280 |
| 5147 | Xcel Wealth Management, LLC | $419M | Q2 2026 | 7/24/2026 | 140 |
| 5148 | Nut Tree Capital Management, LP | $419M | Q2 2026 | 8/14/2026 | 8 |
| 5149 | Daybright Advisory Services, Inc. | $419M | Q2 2026 | 8/4/2026 | 145 |
| 5150 | SOMERVILLE KURT F | $419M | Q2 2026 | 8/10/2026 | 111 |
| 5151 | Juniper Hill Capital Management LP | $419M | Q4 2025 | 2/3/2026 | 4 |
| 5152 | Thiel Macro LLC | $419M | Q2 2026 | 8/14/2026 | 8 |
| 5153 | FOSTER DYKEMA CABOT & CO INC/MA | $418M | Q2 2014 | 7/29/2014 | 89 |
| 5154 | Sunflower Bank, N.A. | $418M | Q2 2026 | 8/14/2026 | 159 |
| 5155 | New England Capital Financial Advisors LLC | $418M | Q2 2026 | 7/27/2026 | 431 |
| 5156 | Centurion Wealth Management LLC | $418M | Q2 2026 | 7/9/2026 | 283 |
| 5157 | TSP Capital Management Group, LLC | $418M | Q2 2026 | 7/31/2026 | 43 |
| 5158 | Fi3 FINANCIAL ADVISORS, LLC | $418M | Q2 2026 | 8/14/2026 | 233 |
| 5159 | Landmark Wealth Management, LLC | $418M | Q2 2026 | 8/10/2026 | 151 |
| 5160 | Concentrum Wealth Management | $418M | Q2 2026 | 8/6/2026 | 127 |
| 5161 | Vestwell Advisors, LLC | $418M | Q2 2026 | 8/13/2026 | 26 |
| 5162 | Resolute Advisors LLC | $417M | Q2 2026 | 8/14/2026 | 82 |
| 5163 | Almitas Capital LLC | $417M | Q2 2026 | 8/14/2026 | 130 |
| 5164 | CONSILIO WEALTH ADVISORS, LLC | $417M | Q2 2026 | 8/10/2026 | 110 |
| 5165 | Seascape Capital Management | $417M | Q2 2026 | 7/21/2026 | 96 |
| 5166 | EPG Wealth Management LLC | $417M | Q2 2026 | 7/28/2026 | 318 |
| 5167 | McMill Wealth Management | $417M | Q2 2026 | 8/17/2026 | 61 |
| 5168 | STEVENS CAPITAL MANAGEMENT LP | $417M | Q2 2026 | 8/11/2026 | 213 |
| 5169 | DAVIDSON & GARRARD INC | $417M | Q2 2014 | 8/7/2014 | 188 |
| 5170 | Birch Run Capital Advisors, LP | $416M | Q1 2014 | 5/15/2014 | 25 |
| 5171 | ANCHYRA PARTNERS LLC | $416M | Q2 2026 | 7/23/2026 | 350 |
| 5172 | Revisor Wealth Management LLC | $416M | Q2 2026 | 7/21/2026 | 371 |
| 5173 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | $416M | Q2 2026 | 8/13/2026 | 80 |
| 5174 | CAPITAL WEALTH MANAGEMENT, LLC | $416M | Q2 2026 | 7/9/2026 | 39 |
| 5175 | Prasad Wealth Partners, LLC | $416M | Q2 2026 | 7/29/2026 | 160 |
| 5176 | Walter Public Investments Inc. | $416M | Q2 2026 | 8/5/2026 | 53 |
| 5177 | BigSur Wealth Management LLC | $415M | Q2 2026 | 7/14/2026 | 169 |
| 5178 | Squire Investment Management Company, LLC | $415M | Q2 2026 | 7/28/2026 | 89 |
| 5179 | KFA Private Wealth Group, LLC | $415M | Q2 2026 | 7/28/2026 | 150 |
| 5180 | Oldfield Partners LLP | $415M | Q2 2026 | 7/10/2026 | 18 |
| 5181 | Greylin Investment Management, Inc | $415M | Q2 2014 | 7/21/2014 | 68 |
| 5182 | OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | $414M | Q2 2014 | 8/4/2014 | 733 |
| 5183 | Winthrop Capital Management, LLC | $414M | Q2 2026 | 8/13/2026 | 351 |
| 5184 | Pioneer Wealth Management Group | $414M | Q2 2026 | 7/7/2026 | 55 |
| 5185 | Measured Wealth Private Client Group, LLC | $414M | Q2 2026 | 8/10/2026 | 723 |
| 5186 | COLTON GROOME FINANCIAL ADVISORS, LLC | $414M | Q2 2026 | 7/22/2026 | 164 |
| 5187 | RFG - Bristol Wealth Advisors, LLC | $414M | Q2 2026 | 7/27/2026 | 188 |
| 5188 | Hudson Capital Management LLC | $414M | Q2 2026 | 7/14/2026 | 74 |
| 5189 | Vision Retirement, LLC | $414M | Q2 2026 | 7/21/2026 | 621 |
| 5190 | BNC WEALTH MANAGEMENT, LLC | $414M | Q2 2026 | 7/21/2026 | 106 |
| 5191 | Siena Capital Partners GP, LLC | $413M | Q2 2026 | 8/14/2026 | 101 |
| 5192 | Synergy Investment Management, LLC | $413M | Q2 2026 | 8/14/2026 | 1,439 |
| 5193 | WP Advisors, LLC | $413M | Q2 2026 | 7/29/2026 | 119 |
| 5194 | JRM Investment Counsel, LLC | $413M | Q2 2026 | 8/13/2026 | 21 |
| 5195 | CYPRESS FINANCIAL PLANNING LLC | $413M | Q2 2026 | 7/9/2026 | 109 |
| 5196 | Kanen Wealth Management LLC | $413M | Q2 2026 | 8/13/2026 | 37 |
| 5197 | Hilltop Partners LLC | $412M | Q2 2026 | 8/5/2026 | 150 |
| 5198 | Kiltearn Partners LLP | $412M | Q2 2026 | 8/12/2026 | 29 |
| 5199 | EntryPoint Capital, LLC | $412M | Q2 2026 | 8/13/2026 | 768 |
| 5200 | TOBAM | $412M | Q2 2026 | 7/31/2026 | 258 |