Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5001 | Premier Financial Group | $384M | Q4 2025 | 2/9/2026 | 56 |
| 5002 | Opal Wealth Advisors, LLC | $384M | Q4 2025 | 1/26/2026 | 206 |
| 5003 | Accel Leaders 4 Associates L.P. | $383M | Q4 2025 | 2/6/2026 | 1 |
| 5004 | Bluescape Energy Partners LLC | $383M | Q4 2025 | 2/17/2026 | 5 |
| 5005 | Roberts Wealth Advisors, LLC | $383M | Q4 2025 | 1/13/2026 | 99 |
| 5006 | Meru Capital Group, LP | $383M | Q1 2014 | 5/15/2014 | 47 |
| 5007 | Sherborne Investors Management LP | $383M | Q4 2025 | 2/2/2026 | 1 |
| 5008 | EnCap Partners GP, LLC | $383M | Q4 2025 | 2/17/2026 | 2 |
| 5009 | Bay Harbor Wealth Management, LLC | $383M | Q4 2025 | 2/2/2026 | 1,317 |
| 5010 | Naria Inc. | $383M | Q4 2025 | 1/12/2026 | 1 |
| 5011 | SEG Family Corp. | $383M | Q4 2025 | 2/13/2026 | 1 |
| 5012 | Cardinal Strategic Wealth Guidance | $383M | Q4 2025 | 1/27/2026 | 59 |
| 5013 | VISTA INVESTMENT PARTNERS LLC | $383M | Q4 2025 | 1/16/2026 | 165 |
| 5014 | Lester Murray Antman dba SimplyRich | $382M | Q4 2025 | 1/23/2026 | 199 |
| 5015 | Bain Capital Credit, LP | $382M | Q4 2025 | 2/17/2026 | 6 |
| 5016 | Prosperity Planning, Inc. | $382M | Q4 2025 | 1/14/2026 | 108 |
| 5017 | BankPlus Trust Department | $382M | Q4 2025 | 1/27/2026 | 459 |
| 5018 | STEVENS CAPITAL PARTNERS | $382M | Q4 2025 | 1/27/2026 | 103 |
| 5019 | CIM INVESTMENT MANAGEMENT INC | $382M | Q4 2025 | 2/17/2026 | 247 |
| 5020 | NEWGATE CAPITAL MANAGEMENT LLC | $382M | Q2 2014 | 8/8/2014 | 106 |
| 5021 | Kercheville Advisors, LLC | $382M | Q4 2025 | 1/29/2026 | 117 |
| 5022 | Monarch Partners Asset Management LLC | $382M | Q2 2014 | 8/6/2014 | 120 |
| 5023 | Ruedi Wealth Management, Inc. | $382M | Q4 2025 | 2/6/2026 | 58 |
| 5024 | Next Level Private LLC | $382M | Q4 2025 | 1/7/2026 | 161 |
| 5025 | Kelso & Company, L.P. | $382M | Q2 2014 | 7/8/2014 | 1 |
| 5026 | Argentus Capital Management, LLC | $381M | Q2 2014 | 7/21/2014 | 220 |
| 5027 | MINDSET WEALTH MANAGEMENT, LLC | $381M | Q4 2025 | 2/12/2026 | 183 |
| 5028 | TERRIL BROTHERS, INC. | $381M | Q4 2025 | 2/9/2026 | 73 |
| 5029 | LEGACY FINANCIAL GROUP, INC. | $381M | Q4 2025 | 2/6/2026 | 94 |
| 5030 | ROMAN BUTLER FULLERTON & CO | $381M | Q4 2025 | 1/26/2026 | 264 |
| 5031 | TELEMUS CAPITAL, LLC | $381M | Q2 2014 | 8/5/2014 | 133 |
| 5032 | SOROS CAPITAL MANAGEMENT LLC | $381M | Q4 2025 | 2/17/2026 | 57 |
| 5033 | Northern Right Capital Management, L.P. | $381M | Q4 2025 | 2/17/2026 | 27 |
| 5034 | Joseph Group Capital Management | $381M | Q4 2025 | 1/30/2026 | 275 |
| 5035 | WorthPointe, LLC | $381M | Q4 2025 | 1/26/2026 | 133 |
| 5036 | PARUS FINANCE (UK) Ltd | $380M | Q4 2025 | 2/10/2026 | 34 |
| 5037 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $380M | Q4 2025 | 2/13/2026 | 78 |
| 5038 | DSC Meridian Capital LP | $380M | Q4 2025 | 2/17/2026 | 15 |
| 5039 | BROWN WEALTH MANAGEMENT, LLC | $380M | Q4 2025 | 2/6/2026 | 110 |
| 5040 | VALUEWORKS LLC | $380M | Q4 2025 | 2/13/2026 | 35 |
| 5041 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $380M | Q4 2025 | 2/13/2026 | 24 |
| 5042 | 55 North Private Wealth, LLC | $380M | Q4 2025 | 1/27/2026 | 195 |
| 5043 | Three Bridge Wealth Advisors, LLC | $379M | Q4 2025 | 2/10/2026 | 90 |
| 5044 | Modus Advisors, LLC | $379M | Q4 2025 | 2/11/2026 | 354 |
| 5045 | Nixon Capital, LLC | $379M | Q4 2025 | 2/11/2026 | 29 |
| 5046 | Granger Management LLC | $378M | Q4 2025 | 2/13/2026 | 6 |
| 5047 | TOWLE & CO | $378M | Q4 2025 | 2/12/2026 | 44 |
| 5048 | Level Financial Advisors | $378M | Q4 2025 | 1/26/2026 | 95 |
| 5049 | Selkirk Management LLC | $378M | Q4 2025 | 2/17/2026 | 12 |
| 5050 | Centennial Wealth Advisory LLC | $378M | Q4 2025 | 1/14/2026 | 166 |
| 5051 | Measured Wealth Private Client Group, LLC | $378M | Q4 2025 | 2/10/2026 | 732 |
| 5052 | Fischer Financial Services, Inc. | $378M | Q4 2025 | 2/6/2026 | 63 |
| 5053 | Bridgecreek Investment Management, LLC | $378M | Q2 2014 | 8/1/2014 | 107 |
| 5054 | Neumann Advisory Hong Kong Ltd | $378M | Q4 2025 | 1/8/2026 | 7 |
| 5055 | SELZ CAPITAL LLC | $378M | Q2 2014 | 7/10/2014 | 55 |
| 5056 | Rubicon Global Capital Ltd | $377M | Q4 2025 | 1/20/2026 | 11 |
| 5057 | SYMMETRY PEAK MANAGEMENT LLC | $377M | Q4 2025 | 2/17/2026 | 65 |
| 5058 | LIFELONG WEALTH ADVISORS, INC. | $377M | Q4 2025 | 1/12/2026 | 89 |
| 5059 | Buckley Wealth Management, LLC | $377M | Q4 2025 | 2/12/2026 | 103 |
| 5060 | Sicart Associates LLC | $377M | Q4 2025 | 1/14/2026 | 76 |
| 5061 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | $377M | Q4 2025 | 2/17/2026 | 9 |
| 5062 | ROVIN CAPITAL /UT/ /ADV | $377M | Q4 2025 | 2/9/2026 | 194 |
| 5063 | Weatherstone Capital Management | $377M | Q2 2014 | 7/29/2014 | 80 |
| 5064 | Carr Financial Group Corp | $376M | Q4 2025 | 1/9/2026 | 187 |
| 5065 | Platform Wealth Management, LLC | $376M | Q4 2025 | 2/11/2026 | 60 |
| 5066 | SW Investment Management LLC | $376M | Q4 2025 | 2/17/2026 | 7 |
| 5067 | Keewaydin Investments LLC | $376M | Q4 2025 | 2/10/2026 | 16 |
| 5068 | EdgeRock Capital LLC | $376M | Q4 2025 | 1/14/2026 | 129 |
| 5069 | Packer & Co Ltd | $376M | Q4 2025 | 1/20/2026 | 10 |
| 5070 | ROBERTS GLORE & CO INC /IL/ | $375M | Q4 2025 | 2/5/2026 | 223 |
| 5071 | Phraction Management LLC | $375M | Q4 2025 | 1/26/2026 | 67 |
| 5072 | Snider Financial Group | $375M | Q4 2025 | 1/21/2026 | 108 |
| 5073 | Prism Advisors, Inc. | $375M | Q4 2025 | 1/23/2026 | 76 |
| 5074 | WINMILL & CO. INC | $375M | Q4 2025 | 2/13/2026 | 63 |
| 5075 | Prasad Wealth Partners, LLC | $375M | Q4 2025 | 1/27/2026 | 145 |
| 5076 | Daybright Advisory Services, Inc. | $375M | Q4 2025 | 2/12/2026 | 133 |
| 5077 | New Republic Capital, LLC | $375M | Q4 2025 | 2/10/2026 | 369 |
| 5078 | Legacy Wealth Management, LLC / MS | $375M | Q4 2025 | 1/5/2026 | 100 |
| 5079 | Private Wealth Management Group, LLC | $374M | Q4 2025 | 1/23/2026 | 1,466 |
| 5080 | BOCHK Asset Management Ltd | $374M | Q4 2025 | 1/22/2026 | 81 |
| 5081 | BWM Planning, LLC | $374M | Q4 2025 | 1/14/2026 | 94 |
| 5082 | Tikvah Management LLC | $374M | Q4 2025 | 2/13/2026 | 23 |
| 5083 | Bell Asset Management Ltd | $374M | Q4 2025 | 2/17/2026 | 59 |
| 5084 | FORTEM FINANCIAL GROUP, LLC | $374M | Q4 2025 | 2/4/2026 | 173 |
| 5085 | MAZAMA CAPITAL MANAGEMENT INC | $374M | Q2 2014 | 7/28/2014 | 268 |
| 5086 | Tiger Pacific Capital LP | $374M | Q4 2025 | 2/17/2026 | 10 |
| 5087 | CGC Financial Services, LLC | $374M | Q4 2025 | 2/3/2026 | 340 |
| 5088 | BOS Asset Management, LLC | $374M | Q4 2025 | 1/9/2026 | 194 |
| 5089 | Revisor Wealth Management LLC | $374M | Q4 2025 | 1/27/2026 | 330 |
| 5090 | First American Financial Corp | $373M | Q4 2025 | 2/11/2026 | 3 |
| 5091 | Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | $373M | Q4 2025 | 2/10/2026 | 29 |
| 5092 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $373M | Q4 2025 | 2/11/2026 | 155 |
| 5093 | Diametric Capital, LP | $373M | Q4 2025 | 2/13/2026 | 367 |
| 5094 | DCF Advisers, LLC | $373M | Q4 2025 | 2/11/2026 | 95 |
| 5095 | PHYSICIANS FINANCIAL SERVICES, INC. | $373M | Q4 2025 | 1/21/2026 | 107 |
| 5096 | TRUEFG, LLC | $373M | Q4 2025 | 1/21/2026 | 69 |
| 5097 | Siena Capital Partners GP, LLC | $372M | Q4 2025 | 2/11/2026 | 103 |
| 5098 | Argos Wealth Advisors, LLC | $372M | Q4 2025 | 2/4/2026 | 212 |
| 5099 | BridgePort Financial Solutions, LLC | $372M | Q4 2025 | 1/16/2026 | 240 |
| 5100 | PYA Waltman Capital, LLC | $372M | Q4 2025 | 2/13/2026 | 75 |
| 5101 | Access Investment Management LLC | $372M | Q4 2025 | 2/2/2026 | 167 |
| 5102 | Hel Ved Capital Management Ltd | $372M | Q4 2025 | 2/13/2026 | 52 |
| 5103 | Eaton Financial Holdings Company, LLC | $372M | Q4 2025 | 2/9/2026 | 134 |
| 5104 | MUHLENKAMP & CO INC | $372M | Q4 2025 | 2/4/2026 | 28 |
| 5105 | C Partners Holding GmbH | $372M | Q4 2025 | 2/17/2026 | 8 |
| 5106 | EPG Wealth Management LLC | $372M | Q4 2025 | 1/28/2026 | 319 |
| 5107 | Financial Perspectives, Inc | $371M | Q4 2025 | 1/28/2026 | 714 |
| 5108 | Cerro Pacific Wealth Advisors LLC | $371M | Q4 2025 | 2/2/2026 | 153 |
| 5109 | Straight Path Wealth Management | $371M | Q4 2025 | 2/11/2026 | 129 |
| 5110 | Fairway Wealth LLC | $371M | Q4 2025 | 1/28/2026 | 237 |
| 5111 | Fruth Investment Management | $371M | Q4 2025 | 1/26/2026 | 220 |
| 5112 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $371M | Q4 2025 | 2/9/2026 | 681 |
| 5113 | ARQ WEALTH ADVISORS, LLC | $371M | Q4 2025 | 2/9/2026 | 135 |
| 5114 | Mudrick Capital Management, L.P. | $370M | Q4 2025 | 2/17/2026 | 2 |
| 5115 | Compass Advisory Group LLC | $370M | Q4 2025 | 1/21/2026 | 84 |
| 5116 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $370M | Q4 2025 | 1/13/2026 | 97 |
| 5117 | ROCKSHELTER CAPITAL MANAGEMENT LLC | $370M | Q1 2014 | 5/15/2014 | 31 |
| 5118 | Euclidean Capital LLC | $369M | Q4 2025 | 2/17/2026 | 12 |
| 5119 | Werba Rubin Papier Wealth Management | $369M | Q4 2025 | 1/27/2026 | 232 |
| 5120 | ShankerValleau Wealth Advisors, Inc. | $369M | Q4 2025 | 1/6/2026 | 41 |
| 5121 | Stone Summit Wealth LLC | $369M | Q4 2025 | 1/27/2026 | 141 |
| 5122 | Wakefield Asset Management LLLP | $369M | Q4 2025 | 2/5/2026 | 201 |
| 5123 | Charles-Lim Capital Ltd | $369M | Q4 2025 | 2/13/2026 | 7 |
| 5124 | AIP, LLC | $369M | Q4 2025 | 2/13/2026 | 3 |
| 5125 | CWS Financial Advisors, LLC | $368M | Q4 2025 | 2/6/2026 | 150 |
| 5126 | Paragon Advisors, LLC | $368M | Q4 2025 | 1/12/2026 | 81 |
| 5127 | Foundation Asset Management, LP | $368M | Q1 2014 | 5/15/2014 | 17 |
| 5128 | Freedom Day Solutions, LLC | $368M | Q4 2025 | 2/4/2026 | 93 |
| 5129 | Virtus Investment Advisers, LLC | $368M | Q4 2025 | 2/17/2026 | 461 |
| 5130 | FLORIDA FINANCIAL ADVISORS, LLC | $368M | Q4 2025 | 2/10/2026 | 277 |
| 5131 | WESTPORT RESOURCES MANAGEMENT INC | $368M | Q2 2014 | 7/31/2014 | 1,036 |
| 5132 | Cape Ann Asset Management Ltd | $368M | Q4 2025 | 2/13/2026 | 10 |
| 5133 | PUZO MICHAEL J | $367M | Q4 2025 | 2/17/2026 | 94 |
| 5134 | Elite Wealth Management, Inc. | $367M | Q4 2025 | 2/2/2026 | 53 |
| 5135 | Morton Brown Family Wealth, LLC | $367M | Q4 2025 | 1/28/2026 | 294 |
| 5136 | Pacifica Capital Investments, LLC | $367M | Q4 2025 | 2/12/2026 | 15 |
| 5137 | TB Partners GP LTD | $367M | Q2 2014 | 7/16/2014 | 3 |
| 5138 | Running Point Capital Advisors, LLC | $367M | Q4 2025 | 2/17/2026 | 190 |
| 5139 | EnRich Financial Partners LLC | $367M | Q4 2025 | 1/28/2026 | 63 |
| 5140 | Promethos Capital, LLC | $367M | Q4 2025 | 2/13/2026 | 43 |
| 5141 | PROATHLETE WEALTH MANAGEMENT LLC | $367M | Q4 2025 | 1/28/2026 | 315 |
| 5142 | Advanced Asset Management Advisors Inc | $366M | Q4 2025 | 2/2/2026 | 81 |
| 5143 | Morgan Creek Capital Management, LLC | $366M | Q4 2025 | 2/17/2026 | 14 |
| 5144 | ELEVATUS WELATH MANAGEMENT | $366M | Q4 2025 | 1/14/2026 | 156 |
| 5145 | Accel Wealth Management | $366M | Q4 2025 | 1/20/2026 | 281 |
| 5146 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $365M | Q4 2025 | 1/26/2026 | 113 |
| 5147 | Sentry LLC | $365M | Q4 2025 | 1/16/2026 | 124 |
| 5148 | City State Bank | $365M | Q4 2025 | 1/28/2026 | 767 |
| 5149 | Fivespan Partners, LP | $365M | Q4 2025 | 2/13/2026 | 6 |
| 5150 | Groupe Bruxelles Lambert | $365M | Q4 2025 | 2/5/2026 | 1 |
| 5151 | Grandview Asset Management LLC | $365M | Q4 2025 | 1/26/2026 | 139 |
| 5152 | Steamboat Capital Partners, LLC | $365M | Q4 2025 | 2/17/2026 | 59 |
| 5153 | BTR CAPITAL MANAGEMENT INC | $364M | Q2 2014 | 7/16/2014 | 135 |
| 5154 | OAK FAMILY ADVISORS, LLC | $364M | Q4 2025 | 2/3/2026 | 111 |
| 5155 | BEAM WEALTH ADVISORS, INC. | $364M | Q4 2025 | 2/4/2026 | 107 |
| 5156 | M3F, Inc. | $364M | Q4 2025 | 2/13/2026 | 25 |
| 5157 | One Degree Advisors Inc | $364M | Q4 2025 | 2/6/2026 | 70 |
| 5158 | Independence Financial Advisors, LLC | $364M | Q4 2025 | 1/15/2026 | 55 |
| 5159 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $364M | Q4 2025 | 1/23/2026 | 708 |
| 5160 | PhiloSmith Capital Corp | $364M | Q4 2025 | 1/28/2026 | 23 |
| 5161 | Grace Capital | $364M | Q2 2014 | 7/30/2014 | 98 |
| 5162 | REIK & CO., LLC | $364M | Q4 2025 | 2/5/2026 | 56 |
| 5163 | ARK & TLK INVESTMENTS, LLC | $364M | Q4 2025 | 2/10/2026 | 114 |
| 5164 | Ratan Capital Management LP | $364M | Q4 2025 | 2/12/2026 | 39 |
| 5165 | 11 Capital Partners LP | $364M | Q4 2025 | 2/13/2026 | 21 |
| 5166 | WHITE PINE CAPITAL LLC | $363M | Q4 2025 | 2/9/2026 | 219 |
| 5167 | Narus Financial Partners, LLC | $363M | Q4 2025 | 2/9/2026 | 160 |
| 5168 | Atwater Malick LLC | $363M | Q4 2025 | 1/23/2026 | 90 |
| 5169 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $363M | Q4 2025 | 2/3/2026 | 28 |
| 5170 | Core Alternative Capital | $363M | Q4 2025 | 2/2/2026 | 213 |
| 5171 | BALLAST ADVISORS LLC | $363M | Q4 2025 | 2/3/2026 | 175 |
| 5172 | Westbourne Investment Advisors, Inc. | $362M | Q4 2025 | 1/23/2026 | 116 |
| 5173 | Windsor Capital Management, LLC | $362M | Q4 2025 | 1/15/2026 | 121 |
| 5174 | CYPRESS FINANCIAL PLANNING LLC | $362M | Q4 2025 | 1/14/2026 | 105 |
| 5175 | BURKE & HERBERT BANK & TRUST CO | $362M | Q4 2025 | 2/12/2026 | 231 |
| 5176 | Brown Miller Wealth Management, LLC | $362M | Q4 2025 | 1/23/2026 | 193 |
| 5177 | KP Management LLC | $362M | Q4 2025 | 2/17/2026 | 70 |
| 5178 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $362M | Q1 2014 | 5/14/2014 | 45 |
| 5179 | Sandbox Financial Partners, LLC | $361M | Q4 2025 | 1/7/2026 | 123 |
| 5180 | Owls Nest Partners IA, LLC | $361M | Q4 2025 | 2/13/2026 | 13 |
| 5181 | QUADRANGLE GP INVESTORS LLC | $361M | Q2 2014 | 8/1/2014 | 5 |
| 5182 | Merk Investments LLC | $361M | Q4 2025 | 2/13/2026 | 10 |
| 5183 | KEATING INVESTMENT COUNSELORS INC | $361M | Q4 2025 | 1/30/2026 | 62 |
| 5184 | Highland Financial Advisors, LLC | $361M | Q4 2025 | 1/23/2026 | 66 |
| 5185 | JAMISON EATON & WOOD INC /NJ | $361M | Q1 2014 | 4/28/2014 | 107 |
| 5186 | Elyxium Wealth, LLC | $361M | Q4 2025 | 2/5/2026 | 1,359 |
| 5187 | WILLIAM HARRIS INVESTORS INC | $361M | Q2 2014 | 8/7/2014 | 87 |
| 5188 | Luminvest Wealth Management LLC | $360M | Q4 2025 | 1/26/2026 | 50 |
| 5189 | Oxbow Capital Management (HK) Ltd | $360M | Q4 2025 | 2/13/2026 | 8 |
| 5190 | INCEPTIONR LLC | $360M | Q4 2025 | 2/11/2026 | 580 |
| 5191 | Clean Yield Group | $360M | Q4 2025 | 1/26/2026 | 410 |
| 5192 | SWMG, LLC | $360M | Q4 2025 | 2/10/2026 | 120 |
| 5193 | Columbia Bank | $360M | Q4 2025 | 2/13/2026 | 156 |
| 5194 | Science & Technology Partners, L.P. | $360M | Q4 2025 | 2/17/2026 | 25 |
| 5195 | VCI Wealth Management LLC | $360M | Q4 2025 | 1/27/2026 | 109 |
| 5196 | Heritage Wealth Management, Inc. | $360M | Q4 2025 | 1/26/2026 | 258 |
| 5197 | Bare Financial Services, Inc | $360M | Q4 2025 | 2/6/2026 | 1,532 |
| 5198 | Fulcrum Asset Management LLP | $359M | Q4 2025 | 2/5/2026 | 182 |
| 5199 | ENDEAVOUR CAPITAL ADVISORS INC | $359M | Q4 2025 | 2/9/2026 | 35 |
| 5200 | Strata Wealth Advisors, LLC | $359M | Q4 2025 | 2/12/2026 | 90 |