Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5001 | NORTHSTAR INVESTMENT ADVISORS LLC | $388M | Q2 2014 | 7/30/2014 | 109 |
| 5002 | Breton Hill Capital Ltd. | $388M | Q2 2014 | 8/1/2014 | 242 |
| 5003 | Braver Wealth Management, LLC | $387M | Q2 2014 | 7/29/2014 | 88 |
| 5004 | LITTLE HOUSE CAPITAL LLC | $387M | Q1 2026 | 5/7/2026 | 112 |
| 5005 | Scott & Selber, Inc. | $387M | Q1 2026 | 4/16/2026 | 91 |
| 5006 | Hudson Capital Management LLC | $387M | Q1 2026 | 4/13/2026 | 75 |
| 5007 | WP Advisors, LLC | $387M | Q1 2026 | 5/4/2026 | 115 |
| 5008 | Cadent Capital Advisors, LLC | $386M | Q1 2026 | 4/8/2026 | 187 |
| 5009 | Decagon Asset Management LLP | $386M | Q1 2026 | 5/15/2026 | 77 |
| 5010 | WORLD EQUITY GROUP, INC. | $386M | Q1 2026 | 5/6/2026 | 368 |
| 5011 | Truffle Hound Capital, LLC | $386M | Q1 2026 | 5/7/2026 | 51 |
| 5012 | Gradient Capital Advisors, LLC | $386M | Q1 2026 | 4/15/2026 | 177 |
| 5013 | Bay Harbor Wealth Management, LLC | $386M | Q1 2026 | 4/14/2026 | 1,301 |
| 5014 | Siena Capital Partners GP, LLC | $385M | Q1 2026 | 5/14/2026 | 100 |
| 5015 | Goodman Advisory Group, LLC | $385M | Q1 2026 | 4/22/2026 | 184 |
| 5016 | Polunin Capital Partners Ltd | $385M | Q1 2026 | 4/15/2026 | 16 |
| 5017 | City State Bank | $385M | Q1 2026 | 4/20/2026 | 784 |
| 5018 | GSG Advisors LLC | $385M | Q1 2026 | 5/13/2026 | 137 |
| 5019 | Diametric Capital, LP | $385M | Q1 2026 | 5/15/2026 | 473 |
| 5020 | Garda Capital Partners LP | $385M | Q1 2026 | 5/5/2026 | 15 |
| 5021 | Brand Asset Management Group, Inc. | $385M | Q1 2026 | 5/11/2026 | 193 |
| 5022 | HWG Holdings LP | $385M | Q1 2026 | 5/6/2026 | 55 |
| 5023 | RIVER GLOBAL INVESTORS LLP | $384M | Q2 2014 | 7/21/2014 | 61 |
| 5024 | TOBAM | $384M | Q1 2026 | 5/12/2026 | 250 |
| 5025 | PINNBROOK CAPITAL MANAGEMENT LP | $384M | Q1 2026 | 5/14/2026 | 45 |
| 5026 | DELTA FINANCIAL ADVISORS LLC | $384M | Q1 2026 | 5/5/2026 | 149 |
| 5027 | DAVIS-REA LTD. | $384M | Q1 2026 | 4/30/2026 | 54 |
| 5028 | GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | $384M | Q1 2014 | 5/15/2014 | 190 |
| 5029 | Accel Wealth Management | $383M | Q1 2026 | 4/8/2026 | 290 |
| 5030 | Quadratic Capital Management LLC | $383M | Q1 2026 | 4/10/2026 | 2 |
| 5031 | MILLER VALUE PARTNERS, LLC | $383M | Q1 2026 | 5/15/2026 | 55 |
| 5032 | Milestones Administradora de Recursos Ltda. | $383M | Q1 2026 | 5/12/2026 | 17 |
| 5033 | Meru Capital Group, LP | $383M | Q1 2014 | 5/15/2014 | 47 |
| 5034 | EnCap Partners GP, LLC | $383M | Q4 2025 | 2/17/2026 | 2 |
| 5035 | RV Capital AG | $383M | Q1 2026 | 5/11/2026 | 13 |
| 5036 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $383M | Q1 2026 | 5/1/2026 | 77 |
| 5037 | Luminvest Wealth Management LLC | $382M | Q1 2026 | 5/1/2026 | 55 |
| 5038 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | $382M | Q1 2026 | 5/13/2026 | 76 |
| 5039 | Science & Technology Partners, L.P. | $382M | Q1 2026 | 5/15/2026 | 43 |
| 5040 | NEWGATE CAPITAL MANAGEMENT LLC | $382M | Q2 2014 | 8/8/2014 | 106 |
| 5041 | Narus Financial Partners, LLC | $382M | Q1 2026 | 4/21/2026 | 162 |
| 5042 | Monarch Partners Asset Management LLC | $382M | Q2 2014 | 8/6/2014 | 120 |
| 5043 | Kelso & Company, L.P. | $382M | Q2 2014 | 7/8/2014 | 1 |
| 5044 | Argentus Capital Management, LLC | $381M | Q2 2014 | 7/21/2014 | 220 |
| 5045 | Briaud Financial Planning Inc | $381M | Q1 2026 | 4/10/2026 | 38 |
| 5046 | TELEMUS CAPITAL, LLC | $381M | Q2 2014 | 8/5/2014 | 133 |
| 5047 | One Degree Advisors Inc | $381M | Q1 2026 | 5/1/2026 | 72 |
| 5048 | Cerro Pacific Wealth Advisors LLC | $381M | Q1 2026 | 4/10/2026 | 159 |
| 5049 | Hiddenite Capital Partners LP | $381M | Q1 2026 | 5/7/2026 | 25 |
| 5050 | CHASE INVESTMENT COUNSEL CORP | $381M | Q1 2026 | 5/11/2026 | 149 |
| 5051 | Private Wealth Management Group, LLC | $381M | Q1 2026 | 4/23/2026 | 1,426 |
| 5052 | GLOBE LIFE INC. | $381M | Q1 2026 | 5/11/2026 | 2 |
| 5053 | Strategic Family Wealth Counselors, L.L.C. | $381M | Q1 2026 | 5/11/2026 | 163 |
| 5054 | ETF Portfolio Partners, Inc. | $381M | Q1 2026 | 5/13/2026 | 68 |
| 5055 | Aquire Wealth Advisors, LLC | $381M | Q1 2026 | 4/10/2026 | 49 |
| 5056 | Marks Wealth, LLC | $380M | Q1 2026 | 5/1/2026 | 12 |
| 5057 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $380M | Q1 2026 | 4/9/2026 | 98 |
| 5058 | MUHLENKAMP & CO INC | $380M | Q1 2026 | 5/6/2026 | 29 |
| 5059 | Attestor Capital Ltd | $380M | Q1 2026 | 4/24/2026 | 8 |
| 5060 | Empirical Asset Management, LLC | $379M | Q1 2026 | 5/11/2026 | 396 |
| 5061 | Rooted Wealth Advisors, Inc. | $379M | Q1 2026 | 4/21/2026 | 144 |
| 5062 | Cardinal Strategic Wealth Guidance | $379M | Q1 2026 | 4/20/2026 | 63 |
| 5063 | BWM Planning, LLC | $379M | Q1 2026 | 4/21/2026 | 87 |
| 5064 | Neo Ivy Capital Management | $379M | Q1 2026 | 5/15/2026 | 315 |
| 5065 | SOMERVILLE KURT F | $379M | Q1 2026 | 5/8/2026 | 105 |
| 5066 | Carr Financial Group Corp | $379M | Q1 2026 | 5/12/2026 | 174 |
| 5067 | MPS Loria Financial Planners, LLC | $379M | Q1 2026 | 5/8/2026 | 89 |
| 5068 | Fairway Wealth LLC | $379M | Q1 2026 | 4/23/2026 | 192 |
| 5069 | Progressive Investment Management Corp | $379M | Q1 2026 | 5/5/2026 | 58 |
| 5070 | Highland Financial Advisors, LLC | $379M | Q1 2026 | 4/21/2026 | 67 |
| 5071 | LEGACY FINANCIAL GROUP, INC. | $378M | Q1 2026 | 4/27/2026 | 89 |
| 5072 | Morton Brown Family Wealth, LLC | $378M | Q1 2026 | 4/20/2026 | 292 |
| 5073 | Bare Financial Services, Inc | $378M | Q1 2026 | 5/14/2026 | 1,730 |
| 5074 | ADAMSBROWN WEALTH CONSULTANTS LLC | $378M | Q1 2026 | 4/15/2026 | 138 |
| 5075 | Ifrah Financial Services, Inc. | $378M | Q1 2026 | 4/22/2026 | 200 |
| 5076 | VISTA INVESTMENT PARTNERS LLC | $378M | Q1 2026 | 4/9/2026 | 169 |
| 5077 | Anchorage Capital Advisors, L.P. | $378M | Q1 2026 | 5/15/2026 | 6 |
| 5078 | Bridgecreek Investment Management, LLC | $378M | Q2 2014 | 8/1/2014 | 107 |
| 5079 | ALTA FOX CAPITAL MANAGEMENT, LLC | $378M | Q1 2026 | 5/15/2026 | 9 |
| 5080 | DELTA AIR LINES, INC. | $378M | Q1 2026 | 5/15/2026 | 3 |
| 5081 | SELZ CAPITAL LLC | $378M | Q2 2014 | 7/10/2014 | 55 |
| 5082 | Wakefield Asset Management LLLP | $377M | Q1 2026 | 5/12/2026 | 211 |
| 5083 | Fivespan Partners, LP | $377M | Q1 2026 | 5/14/2026 | 4 |
| 5084 | Cliffwater LLC | $377M | Q1 2026 | 5/13/2026 | 20 |
| 5085 | TRUEFG, LLC | $377M | Q1 2026 | 4/22/2026 | 71 |
| 5086 | EnRich Financial Partners LLC | $377M | Q1 2026 | 5/5/2026 | 64 |
| 5087 | Global View Capital Management LLC | $377M | Q1 2026 | 5/4/2026 | 140 |
| 5088 | ROVIN CAPITAL /UT/ /ADV | $377M | Q4 2025 | 2/9/2026 | 194 |
| 5089 | Weatherstone Capital Management | $377M | Q2 2014 | 7/29/2014 | 80 |
| 5090 | LIFELONG WEALTH ADVISORS, INC. | $376M | Q1 2026 | 4/16/2026 | 90 |
| 5091 | McMill Wealth Management | $376M | Q1 2026 | 5/13/2026 | 59 |
| 5092 | Platform Wealth Management, LLC | $376M | Q4 2025 | 2/11/2026 | 60 |
| 5093 | St. Clair Advisors, LLC | $376M | Q1 2026 | 4/23/2026 | 82 |
| 5094 | Access Investment Management LLC | $376M | Q1 2026 | 5/21/2026 | 157 |
| 5095 | JRM Investment Counsel, LLC | $375M | Q1 2026 | 5/14/2026 | 21 |
| 5096 | DCF Advisers, LLC | $375M | Q1 2026 | 5/11/2026 | 86 |
| 5097 | CIM INVESTMENT MANAGEMENT INC | $375M | Q1 2026 | 5/19/2026 | 251 |
| 5098 | Prism Advisors, Inc. | $375M | Q1 2026 | 4/23/2026 | 75 |
| 5099 | Keystone Financial Planning, Inc. | $374M | Q1 2026 | 4/9/2026 | 40 |
| 5100 | Straight Path Wealth Management | $374M | Q1 2026 | 4/22/2026 | 129 |
| 5101 | BankPlus Trust Department | $374M | Q1 2026 | 5/11/2026 | 466 |
| 5102 | RIT CAPITAL PARTNERS PLC | $374M | Q1 2026 | 5/12/2026 | 12 |
| 5103 | MAZAMA CAPITAL MANAGEMENT INC | $374M | Q2 2014 | 7/28/2014 | 268 |
| 5104 | Able Wealth Management LLC | $374M | Q1 2026 | 4/24/2026 | 138 |
| 5105 | Helix Partners Management LP | $374M | Q1 2026 | 5/14/2026 | 13 |
| 5106 | Compass Advisory Group LLC | $374M | Q1 2026 | 4/21/2026 | 86 |
| 5107 | Once Capital Management, LLC | $374M | Q1 2026 | 5/6/2026 | 22 |
| 5108 | West Branch Capital LLC | $373M | Q1 2026 | 4/14/2026 | 378 |
| 5109 | Landmark Wealth Management, LLC | $373M | Q1 2026 | 4/29/2026 | 148 |
| 5110 | Bull Harbor Capital LLC | $373M | Q1 2026 | 5/18/2026 | 458 |
| 5111 | HIGHLAND PEAK CAPITAL, LLC | $373M | Q1 2026 | 5/13/2026 | 16 |
| 5112 | JOHO CAPITAL LLC | $373M | Q1 2026 | 5/15/2026 | 10 |
| 5113 | Freedom Day Solutions, LLC | $373M | Q1 2026 | 5/5/2026 | 96 |
| 5114 | MINDSET WEALTH MANAGEMENT, LLC | $372M | Q1 2026 | 4/22/2026 | 176 |
| 5115 | Doma Perpetual Capital Management LLC | $372M | Q1 2026 | 5/15/2026 | 11 |
| 5116 | Gavilan Investment Partners LLC | $372M | Q1 2026 | 5/14/2026 | 14 |
| 5117 | Blue Owl Capital Holdings LP | $372M | Q1 2026 | 5/14/2026 | 76 |
| 5118 | Promethos Capital, LLC | $372M | Q1 2026 | 5/13/2026 | 46 |
| 5119 | Solus Alternative Asset Management LP | $372M | Q1 2026 | 5/15/2026 | 10 |
| 5120 | Acumen Wealth Advisors, LLC | $372M | Q1 2026 | 5/13/2026 | 439 |
| 5121 | Kiltearn Partners LLP | $372M | Q1 2026 | 5/14/2026 | 25 |
| 5122 | THOMIST CAPITAL MANAGEMENT, LP | $371M | Q1 2026 | 5/15/2026 | 57 |
| 5123 | SAYBROOK CAPITAL /NC | $371M | Q1 2026 | 5/5/2026 | 42 |
| 5124 | Peregrine Asset Advisers, Inc. | $371M | Q1 2026 | 4/24/2026 | 189 |
| 5125 | Prevatt Capital Ltd | $371M | Q1 2026 | 4/27/2026 | 11 |
| 5126 | Oxbow Capital Management (HK) Ltd | $371M | Q1 2026 | 5/14/2026 | 6 |
| 5127 | Paragon Advisors, LLC | $371M | Q1 2026 | 5/4/2026 | 76 |
| 5128 | Fusion Capital, LLC | $371M | Q1 2026 | 5/13/2026 | 104 |
| 5129 | RFG - Bristol Wealth Advisors, LLC | $371M | Q1 2026 | 5/5/2026 | 180 |
| 5130 | COWA, LLC | $371M | Q1 2026 | 5/14/2026 | 158 |
| 5131 | Manatuck Hill Partners, LLC | $370M | Q1 2026 | 5/15/2026 | 116 |
| 5132 | Atwater Malick LLC | $370M | Q1 2026 | 4/22/2026 | 100 |
| 5133 | Cutler Capital Management, LLC | $370M | Q1 2026 | 5/15/2026 | 116 |
| 5134 | First American Financial Corp | $370M | Q1 2026 | 5/12/2026 | 3 |
| 5135 | CAPITAL WEALTH MANAGEMENT, LLC | $370M | Q1 2026 | 4/17/2026 | 34 |
| 5136 | Rock Point Advisors, LLC | $370M | Q1 2026 | 5/14/2026 | 118 |
| 5137 | ROCKSHELTER CAPITAL MANAGEMENT LLC | $370M | Q1 2014 | 5/15/2014 | 31 |
| 5138 | EdgeRock Capital LLC | $370M | Q1 2026 | 4/16/2026 | 126 |
| 5139 | ARK & TLK INVESTMENTS, LLC | $370M | Q1 2026 | 5/12/2026 | 119 |
| 5140 | Mizuho Bank, Ltd. | $369M | Q1 2026 | 5/14/2026 | 4 |
| 5141 | WorthPointe, LLC | $369M | Q1 2026 | 5/12/2026 | 118 |
| 5142 | Meredith Wealth Planning | $369M | Q1 2026 | 4/27/2026 | 70 |
| 5143 | ATTICUS WEALTH MANAGEMENT, LLC | $369M | Q1 2026 | 4/28/2026 | 181 |
| 5144 | CCG WEALTH MANAGEMENT, LLC | $369M | Q1 2026 | 4/8/2026 | 136 |
| 5145 | AYAL Capital Advisors Ltd | $369M | Q1 2026 | 5/15/2026 | 56 |
| 5146 | EPG Wealth Management LLC | $369M | Q1 2026 | 5/7/2026 | 320 |
| 5147 | Newton One Investments LLC | $368M | Q1 2026 | 4/24/2026 | 121 |
| 5148 | Foundation Asset Management, LP | $368M | Q1 2014 | 5/15/2014 | 17 |
| 5149 | WESTPORT RESOURCES MANAGEMENT INC | $368M | Q2 2014 | 7/31/2014 | 1,036 |
| 5150 | Merk Investments LLC | $368M | Q1 2026 | 5/15/2026 | 11 |
| 5151 | WESTERLY CAPITAL MANAGEMENT, LLC | $368M | Q1 2026 | 5/15/2026 | 37 |
| 5152 | Farmers & Merchants Trust Co of Chambersburg PA | $367M | Q1 2026 | 4/29/2026 | 335 |
| 5153 | Prasad Wealth Partners, LLC | $367M | Q1 2026 | 4/27/2026 | 146 |
| 5154 | BIRINYI ASSOCIATES INC | $367M | Q1 2026 | 5/4/2026 | 60 |
| 5155 | TB Partners GP LTD | $367M | Q2 2014 | 7/16/2014 | 3 |
| 5156 | Running Point Capital Advisors, LLC | $367M | Q4 2025 | 2/17/2026 | 190 |
| 5157 | VALUEWORKS LLC | $367M | Q1 2026 | 5/15/2026 | 35 |
| 5158 | NORTHCAPE WEALTH MANAGEMENT, LLC | $367M | Q1 2026 | 5/1/2026 | 141 |
| 5159 | Capco Asset Management, LLC | $367M | Q1 2026 | 5/8/2026 | 27 |
| 5160 | PRINCETON CAPITAL MANAGEMENT LLC | $367M | Q1 2026 | 5/8/2026 | 139 |
| 5161 | CENTRAL VALLEY ADVISORS, LLC | $366M | Q1 2026 | 4/9/2026 | 187 |
| 5162 | CV Advisors LLC | $366M | Q1 2026 | 5/1/2026 | 46 |
| 5163 | Lexington Partners L.P. | $366M | Q1 2026 | 5/6/2026 | 3 |
| 5164 | Redmond Asset Management, LLC | $366M | Q1 2026 | 5/6/2026 | 197 |
| 5165 | Argent Advisors, Inc. | $366M | Q1 2026 | 4/24/2026 | 173 |
| 5166 | Measured Wealth Private Client Group, LLC | $366M | Q1 2026 | 5/13/2026 | 726 |
| 5167 | TriaGen Wealth Management LLC | $366M | Q1 2026 | 4/29/2026 | 171 |
| 5168 | TERRIL BROTHERS, INC. | $366M | Q1 2026 | 5/6/2026 | 75 |
| 5169 | CONTINENTAL GRAIN CO | $366M | Q1 2026 | 5/12/2026 | 4 |
| 5170 | FIRST NATIONAL BANK SIOUX FALLS | $366M | Q1 2026 | 4/17/2026 | 147 |
| 5171 | New England Capital Financial Advisors LLC | $365M | Q1 2026 | 4/27/2026 | 425 |
| 5172 | PHYSICIANS FINANCIAL SERVICES, INC. | $365M | Q1 2026 | 4/15/2026 | 104 |
| 5173 | Vestwell Advisors, LLC | $365M | Q1 2026 | 5/18/2026 | 31 |
| 5174 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $365M | Q1 2026 | 5/11/2026 | 719 |
| 5175 | Pinnacle Financial Group, LLC / IL | $365M | Q1 2026 | 5/13/2026 | 111 |
| 5176 | Strata Wealth Advisors, LLC | $365M | Q1 2026 | 4/28/2026 | 87 |
| 5177 | Davern Capital Partners, LP | $365M | Q1 2026 | 5/14/2026 | 17 |
| 5178 | BTR CAPITAL MANAGEMENT INC | $364M | Q2 2014 | 7/16/2014 | 135 |
| 5179 | Sterling Wealth Management, Inc. | $364M | Q1 2026 | 5/13/2026 | 112 |
| 5180 | Three Bridge Wealth Advisors, LLC | $364M | Q1 2026 | 5/12/2026 | 86 |
| 5181 | Valtinson Bruner Financial Planning LLC | $364M | Q1 2026 | 5/5/2026 | 171 |
| 5182 | ROBERTS GLORE & CO INC /IL/ | $364M | Q1 2026 | 5/4/2026 | 216 |
| 5183 | EVEXIA WEALTH LLC | $364M | Q1 2026 | 4/16/2026 | 84 |
| 5184 | ROMAN BUTLER FULLERTON & CO | $364M | Q1 2026 | 4/30/2026 | 267 |
| 5185 | Grace Capital | $364M | Q2 2014 | 7/30/2014 | 98 |
| 5186 | Anfield Capital Management, LLC | $363M | Q1 2026 | 5/12/2026 | 715 |
| 5187 | Modus Advisors, LLC | $363M | Q1 2026 | 5/4/2026 | 117 |
| 5188 | Investment Planning Advisors, Inc. | $363M | Q1 2026 | 4/23/2026 | 107 |
| 5189 | Amicus Financial Advisors, LLC | $363M | Q1 2026 | 4/14/2026 | 90 |
| 5190 | CYPRESS FINANCIAL PLANNING LLC | $363M | Q1 2026 | 4/15/2026 | 102 |
| 5191 | Virtus Investment Advisers, LLC | $363M | Q1 2026 | 5/14/2026 | 450 |
| 5192 | REIK & CO., LLC | $363M | Q1 2026 | 5/5/2026 | 56 |
| 5193 | WBI INVESTMENTS, LLC | $362M | Q1 2026 | 5/11/2026 | 275 |
| 5194 | HighVista Strategies LLC | $362M | Q1 2026 | 5/15/2026 | 156 |
| 5195 | Revisor Wealth Management LLC | $362M | Q1 2026 | 4/27/2026 | 327 |
| 5196 | Advanced Asset Management Advisors Inc | $362M | Q1 2026 | 4/24/2026 | 79 |
| 5197 | Safeguard Investment Advisory Group, LLC | $362M | Q1 2026 | 5/14/2026 | 143 |
| 5198 | BURKE & HERBERT BANK & TRUST CO | $362M | Q1 2026 | 5/8/2026 | 235 |
| 5199 | Cordoba Advisory Partners LLC | $362M | Q1 2026 | 4/28/2026 | 118 |
| 5200 | Wood Tarver Financial Group, LLC | $362M | Q1 2026 | 5/12/2026 | 155 |