Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5001 | Planning Project LLC | $398M | Q4 2025 | 2/12/2026 | 144 |
| 5002 | SEARLE & CO. | $398M | Q1 2026 | 5/8/2026 | 194 |
| 5003 | CYPRESS FUNDS LLC | $398M | Q1 2026 | 7/9/2026 | 14 |
| 5004 | Vision Capital Corp | $397M | Q1 2026 | 5/14/2026 | 14 |
| 5005 | VISTA INVESTMENT PARTNERS LLC | $397M | Q2 2026 | 7/9/2026 | 172 |
| 5006 | Dockside LLC | $397M | Q1 2026 | 5/8/2026 | 177 |
| 5007 | Elevated Capital Advisors, LLC | $397M | Q1 2026 | 4/30/2026 | 843 |
| 5008 | Brown Miller Wealth Management, LLC | $397M | Q2 2026 | 7/16/2026 | 204 |
| 5009 | Lansing Street Advisors | $397M | Q1 2026 | 4/28/2026 | 151 |
| 5010 | Newton One Investments LLC | $397M | Q2 2026 | 7/22/2026 | 146 |
| 5011 | TWIN PEAKS WEALTH ADVISORS, LLC | $397M | Q1 2026 | 5/8/2026 | 2,369 |
| 5012 | RFG HOLDINGS, INC. | $397M | Q1 2026 | 4/16/2026 | 70 |
| 5013 | Net Worth Advisory Group | $397M | Q2 2026 | 7/13/2026 | 411 |
| 5014 | Lisanti Capital Growth, LLC | $397M | Q1 2026 | 5/6/2026 | 103 |
| 5015 | Gray Foundation | $397M | Q1 2026 | 4/22/2026 | 11 |
| 5016 | PLATINUM INVESTMENT MANAGEMENT LTD | $397M | Q1 2026 | 5/13/2026 | 89 |
| 5017 | EMG Holdings, L.P. | $397M | Q1 2026 | 5/19/2026 | 27 |
| 5018 | Navalign, LLC | $396M | Q1 2026 | 4/29/2026 | 127 |
| 5019 | LPWM LLC | $396M | Q1 2026 | 4/8/2026 | 94 |
| 5020 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | $396M | Q1 2026 | 5/12/2026 | 1 |
| 5021 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $396M | Q2 2026 | 7/20/2026 | 142 |
| 5022 | SHIKIAR ASSET MANAGEMENT INC | $396M | Q2 2026 | 7/21/2026 | 114 |
| 5023 | Index Venture Life Associates VI Ltd | $396M | Q1 2026 | 5/15/2026 | 1 |
| 5024 | PCG Wealth Advisors, LLC | $395M | Q1 2026 | 4/28/2026 | 164 |
| 5025 | KELLEHER FINANCIAL ADVISORS | $395M | Q1 2026 | 5/8/2026 | 845 |
| 5026 | Greenstone Partners & Co., LLC | $395M | Q1 2026 | 5/14/2026 | 9 |
| 5027 | Patriot Wealth Management, Inc. | $395M | Q2 2014 | 7/22/2014 | 61 |
| 5028 | STEPH & CO | $395M | Q2 2026 | 7/16/2026 | 283 |
| 5029 | Z3 Capital Partners, LLC | $395M | Q1 2026 | 5/7/2026 | 187 |
| 5030 | Henderson Brothers Financial Partners, LLC | $395M | Q1 2026 | 5/4/2026 | 105 |
| 5031 | PREMIER ASSET MANAGEMENT LLC | $395M | Q2 2014 | 7/11/2014 | 96 |
| 5032 | Cambrian Capital Limited Partnership | $395M | Q1 2014 | 5/15/2014 | 51 |
| 5033 | DKRT Investments Corp. | $395M | Q1 2026 | 5/14/2026 | 48 |
| 5034 | Pacific Center for Financial Services | $394M | Q1 2026 | 5/12/2026 | 513 |
| 5035 | Aurdan Capital Management, LLC | $394M | Q2 2026 | 7/15/2026 | 99 |
| 5036 | NOMURA ASSET MANAGEMENT CO LTD | $394M | Q1 2026 | 7/22/2026 | 1 |
| 5037 | Efficient Market Advisors, LLC | $394M | Q2 2014 | 7/17/2014 | 136 |
| 5038 | Roberts Wealth Advisors, LLC | $394M | Q1 2026 | 4/7/2026 | 110 |
| 5039 | Fortress Investment Group LLC | $394M | Q1 2026 | 5/15/2026 | 34 |
| 5040 | Waterstone Capital Management, L.P. | $394M | Q1 2014 | 5/15/2014 | 23 |
| 5041 | Starr Indemnity & Liability Co | $394M | Q1 2026 | 5/11/2026 | 4 |
| 5042 | BENJAMIN F. EDWARDS & COMPANY, INC. | $394M | Q2 2014 | 7/21/2014 | 935 |
| 5043 | Tidemark, LLC | $393M | Q1 2026 | 5/7/2026 | 901 |
| 5044 | Investment Advisory Group, LLC | $393M | Q1 2026 | 4/22/2026 | 194 |
| 5045 | Independent Wealth Network Inc. | $393M | Q2 2026 | 7/20/2026 | 340 |
| 5046 | Arjuna Capital | $393M | Q1 2026 | 5/6/2026 | 109 |
| 5047 | Crown Wealth Group, LLC | $393M | Q2 2026 | 7/21/2026 | 150 |
| 5048 | Warren Street Wealth Advisors, LLC | $393M | Q1 2026 | 4/16/2026 | 129 |
| 5049 | Snider Financial Group | $393M | Q2 2026 | 7/14/2026 | 103 |
| 5050 | Hartford Financial Management Inc. | $392M | Q1 2026 | 4/15/2026 | 344 |
| 5051 | Divisar Capital Management LLC | $392M | Q1 2026 | 5/15/2026 | 26 |
| 5052 | RIPOSTE CAPITAL LLC | $392M | Q1 2026 | 5/15/2026 | 23 |
| 5053 | Wellington Shields & Co., LLC | $392M | Q1 2026 | 5/4/2026 | 321 |
| 5054 | Euclidean Capital LLC | $392M | Q1 2026 | 5/15/2026 | 10 |
| 5055 | Hollow Brook Wealth Management LLC | $392M | Q1 2026 | 5/13/2026 | 70 |
| 5056 | Buckley Wealth Management, LLC | $392M | Q1 2026 | 5/13/2026 | 103 |
| 5057 | OFS Enterprise LLC | $392M | Q2 2026 | 7/8/2026 | 106 |
| 5058 | AGRAN LIBBIE | $392M | Q2 2014 | 8/1/2014 | 113 |
| 5059 | Inlet Private Wealth, LLC | $392M | Q1 2026 | 5/13/2026 | 128 |
| 5060 | Turas Capital Management LP | $392M | Q1 2026 | 5/15/2026 | 37 |
| 5061 | Divergent Planning, LLC | $392M | Q4 2025 | 1/12/2026 | 36 |
| 5062 | Mezzasalma Advisors, LLC | $391M | Q1 2026 | 4/17/2026 | 155 |
| 5063 | Schusterman Interests, LLC | $391M | Q1 2026 | 5/15/2026 | 9 |
| 5064 | OAK FAMILY ADVISORS, LLC | $391M | Q2 2026 | 7/20/2026 | 111 |
| 5065 | Lester Murray Antman dba SimplyRich | $391M | Q1 2026 | 5/1/2026 | 233 |
| 5066 | Jacobus Wealth Management, Inc. | $391M | Q2 2014 | 8/6/2014 | 317 |
| 5067 | Prostatis Group LLC | $391M | Q1 2026 | 5/12/2026 | 167 |
| 5068 | Legacy CG, LLC | $391M | Q2 2026 | 7/22/2026 | 45 |
| 5069 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $390M | Q2 2026 | 7/15/2026 | 103 |
| 5070 | CWS Financial Advisors, LLC | $390M | Q1 2026 | 4/27/2026 | 157 |
| 5071 | CENTRAL VALLEY ADVISORS, LLC | $390M | Q2 2026 | 7/21/2026 | 193 |
| 5072 | Apeiron RIA LLC | $390M | Q2 2026 | 7/16/2026 | 162 |
| 5073 | LongView Wealth Management | $390M | Q2 2026 | 7/17/2026 | 227 |
| 5074 | Hilltop Partners LLC | $390M | Q1 2026 | 5/12/2026 | 126 |
| 5075 | Legacy Wealth Management, LLC / MS | $390M | Q2 2026 | 7/8/2026 | 114 |
| 5076 | Winthrop Capital Management, LLC | $389M | Q1 2026 | 4/28/2026 | 356 |
| 5077 | Sicart Associates LLC | $389M | Q1 2026 | 4/21/2026 | 74 |
| 5078 | AIGEN INVESTMENT MANAGEMENT, LP | $389M | Q1 2026 | 5/15/2026 | 496 |
| 5079 | TRUST CO OF OKLAHOMA | $389M | Q2 2026 | 7/14/2026 | 140 |
| 5080 | Arlington Value Capital, LLC | $389M | Q1 2014 | 5/14/2014 | 11 |
| 5081 | Trinity Financial Advisors LLC | $389M | Q2 2026 | 7/6/2026 | 95 |
| 5082 | NBW CAPITAL LLC | $389M | Q1 2014 | 5/14/2014 | 83 |
| 5083 | St. Clair Advisors, LLC | $389M | Q2 2026 | 7/6/2026 | 78 |
| 5084 | Patriot Financial Partners GP II, L.P. | $388M | Q1 2026 | 5/6/2026 | 12 |
| 5085 | Ruedi Wealth Management, Inc. | $388M | Q1 2026 | 5/1/2026 | 58 |
| 5086 | Keystone Financial Planning, Inc. | $388M | Q2 2026 | 7/15/2026 | 39 |
| 5087 | NORTHSTAR INVESTMENT ADVISORS LLC | $388M | Q2 2014 | 7/30/2014 | 109 |
| 5088 | Breton Hill Capital Ltd. | $388M | Q2 2014 | 8/1/2014 | 242 |
| 5089 | Braver Wealth Management, LLC | $387M | Q2 2014 | 7/29/2014 | 88 |
| 5090 | LITTLE HOUSE CAPITAL LLC | $387M | Q1 2026 | 5/7/2026 | 112 |
| 5091 | Stolper Co | $387M | Q2 2026 | 7/14/2026 | 91 |
| 5092 | WP Advisors, LLC | $387M | Q1 2026 | 5/4/2026 | 115 |
| 5093 | Decagon Asset Management LLP | $386M | Q1 2026 | 5/15/2026 | 77 |
| 5094 | Truffle Hound Capital, LLC | $386M | Q1 2026 | 5/7/2026 | 51 |
| 5095 | Bay Harbor Wealth Management, LLC | $386M | Q1 2026 | 4/14/2026 | 1,301 |
| 5096 | Baron Wealth Management LLC | $386M | Q2 2026 | 7/7/2026 | 304 |
| 5097 | Independence Financial Advisors, LLC | $386M | Q2 2026 | 7/9/2026 | 55 |
| 5098 | Siena Capital Partners GP, LLC | $385M | Q1 2026 | 5/14/2026 | 100 |
| 5099 | Goodman Advisory Group, LLC | $385M | Q1 2026 | 4/22/2026 | 184 |
| 5100 | VectorGlobal IAG, Inc. | $385M | Q1 2026 | 6/30/2026 | 134 |
| 5101 | GSG Advisors LLC | $385M | Q1 2026 | 5/13/2026 | 137 |
| 5102 | Diametric Capital, LP | $385M | Q1 2026 | 5/15/2026 | 473 |
| 5103 | Windsor Capital Management, LLC | $385M | Q2 2026 | 7/8/2026 | 127 |
| 5104 | Garda Capital Partners LP | $385M | Q1 2026 | 5/5/2026 | 15 |
| 5105 | Brand Asset Management Group, Inc. | $385M | Q1 2026 | 5/11/2026 | 193 |
| 5106 | JUNCTURE WEALTH STRATEGIES, LLC | $384M | Q2 2026 | 7/9/2026 | 179 |
| 5107 | RIVER GLOBAL INVESTORS LLP | $384M | Q2 2014 | 7/21/2014 | 61 |
| 5108 | TOBAM | $384M | Q1 2026 | 5/12/2026 | 250 |
| 5109 | PINNBROOK CAPITAL MANAGEMENT LP | $384M | Q1 2026 | 5/14/2026 | 45 |
| 5110 | Independence Asset Advisors, LLC | $384M | Q2 2026 | 7/15/2026 | 25 |
| 5111 | DELTA FINANCIAL ADVISORS LLC | $384M | Q1 2026 | 5/5/2026 | 149 |
| 5112 | DAVIS-REA LTD. | $384M | Q1 2026 | 4/30/2026 | 54 |
| 5113 | CLIENT 1ST ADVISORY GROUP, LLC | $384M | Q2 2026 | 7/13/2026 | 144 |
| 5114 | GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | $384M | Q1 2014 | 5/15/2014 | 190 |
| 5115 | Hoxton Planning & Management, LLC | $383M | Q2 2026 | 7/16/2026 | 227 |
| 5116 | MILLER VALUE PARTNERS, LLC | $383M | Q1 2026 | 5/15/2026 | 55 |
| 5117 | Milestones Administradora de Recursos Ltda. | $383M | Q1 2026 | 5/12/2026 | 17 |
| 5118 | PARUS FINANCE (UK) Ltd | $383M | Q2 2026 | 7/21/2026 | 37 |
| 5119 | Meru Capital Group, LP | $383M | Q1 2014 | 5/15/2014 | 47 |
| 5120 | CLARIS ADVISORS, LLC / MO / | $383M | Q2 2026 | 7/21/2026 | 74 |
| 5121 | EnCap Partners GP, LLC | $383M | Q4 2025 | 2/17/2026 | 2 |
| 5122 | FINANCIAL ADVISORY PARTNERS, LLC | $383M | Q2 2026 | 7/20/2026 | 74 |
| 5123 | RV Capital AG | $383M | Q1 2026 | 5/11/2026 | 13 |
| 5124 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $383M | Q1 2026 | 5/1/2026 | 77 |
| 5125 | Luminvest Wealth Management LLC | $382M | Q1 2026 | 5/1/2026 | 55 |
| 5126 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | $382M | Q1 2026 | 5/13/2026 | 76 |
| 5127 | CHERRYDALE WEALTH MANAGEMENT, LLC | $382M | Q2 2026 | 7/13/2026 | 84 |
| 5128 | Science & Technology Partners, L.P. | $382M | Q1 2026 | 5/15/2026 | 43 |
| 5129 | NEWGATE CAPITAL MANAGEMENT LLC | $382M | Q2 2014 | 8/8/2014 | 106 |
| 5130 | Narus Financial Partners, LLC | $382M | Q1 2026 | 4/21/2026 | 162 |
| 5131 | Monarch Partners Asset Management LLC | $382M | Q2 2014 | 8/6/2014 | 120 |
| 5132 | Kelso & Company, L.P. | $382M | Q2 2014 | 7/8/2014 | 1 |
| 5133 | Argentus Capital Management, LLC | $381M | Q2 2014 | 7/21/2014 | 220 |
| 5134 | PRIVATE CLIENT SERVICES, LLC | $381M | Q2 2026 | 7/6/2026 | 229 |
| 5135 | Briaud Financial Planning Inc | $381M | Q1 2026 | 4/10/2026 | 38 |
| 5136 | TELEMUS CAPITAL, LLC | $381M | Q2 2014 | 8/5/2014 | 133 |
| 5137 | One Degree Advisors Inc | $381M | Q1 2026 | 5/1/2026 | 72 |
| 5138 | Selective Wealth Management, Inc. | $381M | Q2 2026 | 7/20/2026 | 136 |
| 5139 | Hiddenite Capital Partners LP | $381M | Q1 2026 | 5/7/2026 | 25 |
| 5140 | CJM Wealth Advisers, Ltd. | $381M | Q2 2026 | 7/17/2026 | 78 |
| 5141 | CHASE INVESTMENT COUNSEL CORP | $381M | Q1 2026 | 5/11/2026 | 149 |
| 5142 | Private Wealth Management Group, LLC | $381M | Q1 2026 | 4/23/2026 | 1,426 |
| 5143 | GLOBE LIFE INC. | $381M | Q1 2026 | 5/11/2026 | 2 |
| 5144 | Strategic Family Wealth Counselors, L.L.C. | $381M | Q1 2026 | 5/11/2026 | 163 |
| 5145 | Aquire Wealth Advisors, LLC | $381M | Q1 2026 | 4/10/2026 | 49 |
| 5146 | Marks Wealth, LLC | $380M | Q1 2026 | 5/1/2026 | 12 |
| 5147 | Advanced Asset Management Advisors Inc | $380M | Q2 2026 | 7/16/2026 | 85 |
| 5148 | MUHLENKAMP & CO INC | $380M | Q1 2026 | 5/6/2026 | 29 |
| 5149 | ShankerValleau Wealth Advisors, Inc. | $380M | Q2 2026 | 7/9/2026 | 40 |
| 5150 | Attestor Capital Ltd | $380M | Q1 2026 | 4/24/2026 | 8 |
| 5151 | Cabot-Wellington, LLC | $380M | Q2 2026 | 7/15/2026 | 5 |
| 5152 | Empirical Asset Management, LLC | $379M | Q1 2026 | 5/11/2026 | 396 |
| 5153 | Rooted Wealth Advisors, Inc. | $379M | Q1 2026 | 4/21/2026 | 144 |
| 5154 | Cardinal Strategic Wealth Guidance | $379M | Q1 2026 | 4/20/2026 | 63 |
| 5155 | BWM Planning, LLC | $379M | Q1 2026 | 4/21/2026 | 87 |
| 5156 | Neo Ivy Capital Management | $379M | Q1 2026 | 5/15/2026 | 315 |
| 5157 | SOMERVILLE KURT F | $379M | Q1 2026 | 5/8/2026 | 105 |
| 5158 | Carr Financial Group Corp | $379M | Q1 2026 | 5/12/2026 | 174 |
| 5159 | MPS Loria Financial Planners, LLC | $379M | Q1 2026 | 5/8/2026 | 89 |
| 5160 | Fairway Wealth LLC | $379M | Q1 2026 | 4/23/2026 | 192 |
| 5161 | Progressive Investment Management Corp | $379M | Q1 2026 | 5/5/2026 | 58 |
| 5162 | LEGACY FINANCIAL GROUP, INC. | $378M | Q1 2026 | 4/27/2026 | 89 |
| 5163 | Bare Financial Services, Inc | $378M | Q1 2026 | 5/14/2026 | 1,730 |
| 5164 | Comprehensive Financial Consultants Institutional, Inc. | $378M | Q2 2026 | 7/15/2026 | 205 |
| 5165 | Anchorage Capital Advisors, L.P. | $378M | Q1 2026 | 5/15/2026 | 6 |
| 5166 | Bridgecreek Investment Management, LLC | $378M | Q2 2014 | 8/1/2014 | 107 |
| 5167 | ALTA FOX CAPITAL MANAGEMENT, LLC | $378M | Q1 2026 | 5/15/2026 | 9 |
| 5168 | DELTA AIR LINES, INC. | $378M | Q1 2026 | 5/15/2026 | 3 |
| 5169 | SELZ CAPITAL LLC | $378M | Q2 2014 | 7/10/2014 | 55 |
| 5170 | Shakespeare Wealth Management, LLC | $378M | Q2 2026 | 7/20/2026 | 79 |
| 5171 | FC Advisory LLC | $378M | Q2 2026 | 7/9/2026 | 118 |
| 5172 | Wakefield Asset Management LLLP | $377M | Q1 2026 | 5/12/2026 | 211 |
| 5173 | Fivespan Partners, LP | $377M | Q1 2026 | 5/14/2026 | 4 |
| 5174 | Cliffwater LLC | $377M | Q1 2026 | 5/13/2026 | 20 |
| 5175 | EnRich Financial Partners LLC | $377M | Q1 2026 | 5/5/2026 | 64 |
| 5176 | Global View Capital Management LLC | $377M | Q1 2026 | 5/4/2026 | 140 |
| 5177 | ROVIN CAPITAL /UT/ /ADV | $377M | Q4 2025 | 2/9/2026 | 194 |
| 5178 | Weatherstone Capital Management | $377M | Q2 2014 | 7/29/2014 | 80 |
| 5179 | McMill Wealth Management | $376M | Q1 2026 | 5/13/2026 | 59 |
| 5180 | Platform Wealth Management, LLC | $376M | Q4 2025 | 2/11/2026 | 60 |
| 5181 | Balance Wealth Partners LLC | $376M | Q2 2026 | 7/21/2026 | 165 |
| 5182 | Kings Path Partners LLC | $376M | Q2 2026 | 7/14/2026 | 353 |
| 5183 | Access Investment Management LLC | $376M | Q1 2026 | 5/21/2026 | 157 |
| 5184 | Sara-Bay Financial | $375M | Q2 2026 | 7/17/2026 | 87 |
| 5185 | JRM Investment Counsel, LLC | $375M | Q1 2026 | 5/14/2026 | 21 |
| 5186 | DCF Advisers, LLC | $375M | Q1 2026 | 5/11/2026 | 86 |
| 5187 | CIM INVESTMENT MANAGEMENT INC | $375M | Q1 2026 | 5/19/2026 | 251 |
| 5188 | Prism Advisors, Inc. | $375M | Q1 2026 | 4/23/2026 | 75 |
| 5189 | WealthBridge Investment Counsel Inc. | $375M | Q2 2026 | 7/15/2026 | 44 |
| 5190 | Straight Path Wealth Management | $374M | Q1 2026 | 4/22/2026 | 129 |
| 5191 | BankPlus Trust Department | $374M | Q1 2026 | 5/11/2026 | 466 |
| 5192 | LifeWealth Investments, LLC | $374M | Q2 2026 | 7/16/2026 | 136 |
| 5193 | RIT CAPITAL PARTNERS PLC | $374M | Q1 2026 | 5/12/2026 | 12 |
| 5194 | MAZAMA CAPITAL MANAGEMENT INC | $374M | Q2 2014 | 7/28/2014 | 268 |
| 5195 | Able Wealth Management LLC | $374M | Q1 2026 | 4/24/2026 | 138 |
| 5196 | PENOBSCOT WEALTH MANAGEMENT | $374M | Q2 2026 | 7/16/2026 | 117 |
| 5197 | Helix Partners Management LP | $374M | Q1 2026 | 5/14/2026 | 13 |
| 5198 | Compass Advisory Group LLC | $374M | Q1 2026 | 4/21/2026 | 86 |
| 5199 | Friday Financial | $373M | Q2 2026 | 7/9/2026 | 108 |
| 5200 | Landmark Wealth Management, LLC | $373M | Q1 2026 | 4/29/2026 | 148 |