Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5201 | WealthCare Investment Partners, LLC | $412M | Q2 2026 | 8/10/2026 | 206 |
| 5202 | MCDONALD PARTNERS LLC | $412M | Q2 2026 | 7/28/2026 | 621 |
| 5203 | MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | $412M | Q2 2014 | 8/1/2014 | 183 |
| 5204 | Accretive Wealth Partners, LLC | $412M | Q2 2026 | 7/29/2026 | 181 |
| 5205 | Taylor Hoffman Capital Management LLC | $412M | Q2 2026 | 8/11/2026 | 122 |
| 5206 | Prism Advisors, Inc. | $412M | Q2 2026 | 7/24/2026 | 77 |
| 5207 | ENDEAVOR PRIVATE WEALTH, INC. | $412M | Q2 2026 | 8/14/2026 | 216 |
| 5208 | Inlet Private Wealth, LLC | $411M | Q2 2026 | 8/7/2026 | 133 |
| 5209 | Alpine Investment Management Ltd | $411M | Q2 2026 | 8/13/2026 | 9 |
| 5210 | ELEVATUS WELATH MANAGEMENT | $411M | Q2 2026 | 8/13/2026 | 243 |
| 5211 | Aspiring Ventures, LLC | $411M | Q2 2026 | 8/5/2026 | 103 |
| 5212 | Financial Perspectives, Inc | $411M | Q2 2026 | 7/24/2026 | 728 |
| 5213 | Gavilan Investment Partners LLC | $411M | Q2 2026 | 8/13/2026 | 15 |
| 5214 | First Washington CORP | $411M | Q2 2026 | 8/13/2026 | 51 |
| 5215 | Henrickson Nauta Wealth Advisors, Inc. | $410M | Q2 2026 | 7/9/2026 | 118 |
| 5216 | Acorn Wealth Advisors, LLC | $410M | Q2 2026 | 7/30/2026 | 303 |
| 5217 | Strata Wealth Advisors, LLC | $410M | Q2 2026 | 8/5/2026 | 97 |
| 5218 | Pinnacle Financial Group, LLC / IL | $410M | Q2 2026 | 7/30/2026 | 117 |
| 5219 | HFR Wealth Management, LLC | $410M | Q2 2026 | 8/7/2026 | 53 |
| 5220 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $409M | Q2 2026 | 7/28/2026 | 182 |
| 5221 | Ifrah Financial Services, Inc. | $409M | Q2 2026 | 7/21/2026 | 214 |
| 5222 | MAGEE THOMSON INVESTMENT PARTNERS LLC | $409M | Q2 2014 | 7/29/2014 | 150 |
| 5223 | DKRT Investments Corp. | $409M | Q2 2026 | 8/13/2026 | 50 |
| 5224 | Rock Point Advisors, LLC | $409M | Q2 2026 | 8/6/2026 | 123 |
| 5225 | Rooted Wealth Advisors, Inc. | $408M | Q2 2026 | 7/28/2026 | 149 |
| 5226 | Sicart Associates LLC | $408M | Q2 2026 | 8/11/2026 | 74 |
| 5227 | Al Warda Investments RSC Ltd | $408M | Q4 2025 | 2/17/2026 | 1 |
| 5228 | TIFF ADVISORY SERVICES, LLC | $408M | Q2 2026 | 7/29/2026 | 19 |
| 5229 | Polunin Capital Partners Ltd | $407M | Q2 2026 | 7/15/2026 | 19 |
| 5230 | INCEPTIONR LLC | $407M | Q2 2026 | 8/10/2026 | 628 |
| 5231 | EQ LLC | $407M | Q2 2026 | 7/23/2026 | 87 |
| 5232 | Amicus Financial Advisors, LLC | $407M | Q2 2026 | 7/20/2026 | 95 |
| 5233 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $407M | Q2 2026 | 7/30/2026 | 53 |
| 5234 | PLATINUM INVESTMENT MANAGEMENT LTD | $407M | Q2 2026 | 8/13/2026 | 85 |
| 5235 | Perbak Capital Partners LLP | $406M | Q1 2026 | 5/15/2026 | 294 |
| 5236 | KETTLE HILL CAPITAL MANAGEMENT, LLC | $406M | Q2 2026 | 8/14/2026 | 35 |
| 5237 | Bond & Devick Financial Network, Inc. | $406M | Q2 2026 | 7/16/2026 | 207 |
| 5238 | 300 NORTH CAPITAL, LLC | $406M | Q2 2014 | 8/5/2014 | 109 |
| 5239 | Warner Group LLC | $406M | Q2 2026 | 7/27/2026 | 129 |
| 5240 | FCA CORP /TX | $406M | Q2 2026 | 8/11/2026 | 203 |
| 5241 | Tactive Advisors, LLC | $406M | Q2 2026 | 7/8/2026 | 282 |
| 5242 | ARK & TLK INVESTMENTS, LLC | $406M | Q2 2026 | 7/20/2026 | 127 |
| 5243 | Evelyn Partners Asset Management Ltd | $406M | Q1 2026 | 5/15/2026 | 308 |
| 5244 | Whitefort Capital Management, LP | $406M | Q2 2026 | 8/14/2026 | 19 |
| 5245 | Headland Capital, LLC | $406M | Q2 2026 | 7/29/2026 | 64 |
| 5246 | Benchmark Financial Wealth Advisors, LLC | $405M | Q2 2026 | 7/17/2026 | 147 |
| 5247 | RRJ CAPITAL II LTD | $405M | Q1 2014 | 4/24/2014 | 1 |
| 5248 | CISCO SYSTEMS, INC. | $405M | Q2 2026 | 7/13/2026 | 6 |
| 5249 | Modus Advisors, LLC | $405M | Q2 2026 | 8/3/2026 | 118 |
| 5250 | TUCKER ASSET MANAGEMENT LLC | $405M | Q2 2026 | 8/27/2026 | 430 |
| 5251 | CLEARARC CAPITAL INC | $405M | Q1 2014 | 5/15/2014 | 382 |
| 5252 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $405M | Q2 2026 | 8/12/2026 | 169 |
| 5253 | Seaside Wealth Management, Inc. | $405M | Q2 2026 | 8/5/2026 | 71 |
| 5254 | ROBERTS GLORE & CO INC /IL/ | $404M | Q2 2026 | 8/10/2026 | 246 |
| 5255 | Buckley Wealth Management, LLC | $404M | Q2 2026 | 8/7/2026 | 104 |
| 5256 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $404M | Q2 2026 | 7/10/2026 | 99 |
| 5257 | PROATHLETE WEALTH MANAGEMENT LLC | $404M | Q2 2026 | 7/21/2026 | 300 |
| 5258 | Northeast Financial Group, Inc. | $404M | Q1 2026 | 5/15/2026 | 90 |
| 5259 | SMITH HAYES Advisers, Inc | $404M | Q1 2014 | 5/9/2014 | 278 |
| 5260 | McElhenny Sheffield Capital Management, LLC | $404M | Q2 2026 | 7/22/2026 | 108 |
| 5261 | Arcataur Capital Management LLC | $403M | Q2 2026 | 7/23/2026 | 105 |
| 5262 | WBI INVESTMENTS, LLC | $403M | Q2 2026 | 8/11/2026 | 286 |
| 5263 | BURKE & HERBERT BANK & TRUST CO | $403M | Q2 2026 | 8/7/2026 | 247 |
| 5264 | Lingohr Asset Management GmbH | $403M | Q2 2014 | 8/1/2014 | 112 |
| 5265 | OLIO Financial Planning | $403M | Q2 2026 | 7/17/2026 | 68 |
| 5266 | Clean Yield Group | $403M | Q2 2026 | 8/5/2026 | 395 |
| 5267 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $403M | Q2 2026 | 8/7/2026 | 715 |
| 5268 | Meritech Capital Associates III L.L.C. | $403M | Q1 2014 | 5/16/2014 | 7 |
| 5269 | Manske Wealth Management | $403M | Q2 2026 | 8/3/2026 | 226 |
| 5270 | Grandview Asset Management LLC | $403M | Q2 2026 | 7/24/2026 | 146 |
| 5271 | Sterling Wealth Management, Inc. | $402M | Q2 2026 | 7/30/2026 | 116 |
| 5272 | Grace & Mercy Foundation, Inc. | $402M | Q2 2026 | 8/14/2026 | 21 |
| 5273 | Cliffwater LLC | $402M | Q2 2026 | 8/12/2026 | 22 |
| 5274 | PING CAPITAL MANAGEMENT, INC. | $401M | Q2 2026 | 7/20/2026 | 93 |
| 5275 | Heritage Wealth Management, Inc. | $401M | Q2 2026 | 7/28/2026 | 272 |
| 5276 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $401M | Q2 2026 | 7/24/2026 | 162 |
| 5277 | BAINCO INTERNATIONAL INVESTORS | $401M | Q2 2014 | 8/11/2014 | 88 |
| 5278 | PHYSICIANS FINANCIAL SERVICES, INC. | $401M | Q2 2026 | 7/21/2026 | 106 |
| 5279 | Wealth Group, Ltd. | $401M | Q2 2026 | 7/21/2026 | 106 |
| 5280 | Redmond Asset Management, LLC | $401M | Q2 2026 | 8/14/2026 | 199 |
| 5281 | INTERCAPITAL, LLC | $401M | Q2 2026 | 8/14/2026 | 121 |
| 5282 | Steinberg Global Asset Management | $401M | Q1 2014 | 5/15/2014 | 185 |
| 5283 | Tamarack Capital Management, LLC | $401M | Q1 2014 | 5/12/2014 | 24 |
| 5284 | Archipel Asset Management AB | $400M | Q2 2014 | 8/6/2014 | 56 |
| 5285 | Schonfeld Group Holdings LLC | $400M | Q1 2014 | 5/15/2014 | 515 |
| 5286 | OLP CAPITAL MANAGEMENT Ltd | $400M | Q2 2026 | 8/14/2026 | 6 |
| 5287 | Presidio Capital Management, LLC | $400M | Q2 2026 | 7/14/2026 | 86 |
| 5288 | TriaGen Wealth Management LLC | $400M | Q2 2026 | 7/21/2026 | 185 |
| 5289 | Elmwood Wealth Management, Inc. | $400M | Q2 2026 | 7/7/2026 | 200 |
| 5290 | FIDUCIARY FAMILY OFFICE, LLC | $400M | Q2 2026 | 8/5/2026 | 177 |
| 5291 | Sandy Cove Advisors, LLC | $400M | Q2 2026 | 7/7/2026 | 162 |
| 5292 | Argent Advisors, Inc. | $400M | Q2 2026 | 8/5/2026 | 186 |
| 5293 | SAYBROOK CAPITAL /NC | $400M | Q2 2026 | 7/31/2026 | 42 |
| 5294 | Three Bridge Wealth Advisors, LLC | $399M | Q2 2026 | 7/27/2026 | 87 |
| 5295 | FSA WEALTH PARTNERS, INC. | $399M | Q2 2026 | 8/3/2026 | 69 |
| 5296 | LANDMARK INVESTMENT PARTNERS, L.P. | $399M | Q2 2026 | 8/14/2026 | 54 |
| 5297 | Kerrisdale Advisers, LLC | $399M | Q2 2026 | 8/14/2026 | 114 |
| 5298 | BLUEFIN CAPITAL MANAGEMENT, LLC | $399M | Q2 2026 | 8/14/2026 | 144 |
| 5299 | Valtinson Bruner Financial Planning LLC | $399M | Q2 2026 | 8/3/2026 | 189 |
| 5300 | VCI Wealth Management LLC | $399M | Q2 2026 | 8/4/2026 | 99 |
| 5301 | COWA, LLC | $399M | Q2 2026 | 8/5/2026 | 181 |
| 5302 | WorthPointe, LLC | $399M | Q2 2026 | 7/31/2026 | 124 |
| 5303 | Alfreton Capital LLP | $399M | Q2 2026 | 8/11/2026 | 6 |
| 5304 | Hudson Value Partners, LLC | $399M | Q2 2026 | 7/10/2026 | 113 |
| 5305 | Summit Investment Advisory Services, LLC | $398M | Q2 2026 | 7/24/2026 | 89 |
| 5306 | Shoker Investment Counsel, Inc. | $398M | Q2 2026 | 8/10/2026 | 113 |
| 5307 | Stiles Financial Services Inc | $398M | Q2 2026 | 8/12/2026 | 183 |
| 5308 | Fischer Financial Services, Inc. | $398M | Q2 2026 | 8/11/2026 | 65 |
| 5309 | Elmind Capital, LP | $398M | Q2 2026 | 8/14/2026 | 35 |
| 5310 | VISTA INVESTMENT PARTNERS LLC | $397M | Q2 2026 | 7/9/2026 | 172 |
| 5311 | Brown Miller Wealth Management, LLC | $397M | Q2 2026 | 7/16/2026 | 204 |
| 5312 | Newton One Investments LLC | $397M | Q2 2026 | 7/22/2026 | 146 |
| 5313 | Pathway Financial Advisers, LLC | $397M | Q2 2026 | 7/30/2026 | 167 |
| 5314 | Net Worth Advisory Group | $397M | Q2 2026 | 7/13/2026 | 411 |
| 5315 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $396M | Q2 2026 | 7/20/2026 | 142 |
| 5316 | SHIKIAR ASSET MANAGEMENT INC | $396M | Q2 2026 | 7/21/2026 | 114 |
| 5317 | Index Venture Life Associates VI Ltd | $396M | Q1 2026 | 5/15/2026 | 1 |
| 5318 | Kidder Stephen W | $396M | Q2 2026 | 8/21/2026 | 92 |
| 5319 | Patriot Wealth Management, Inc. | $395M | Q2 2014 | 7/22/2014 | 61 |
| 5320 | Holowesko Partners Ltd. | $395M | Q2 2026 | 8/13/2026 | 34 |
| 5321 | STEPH & CO | $395M | Q2 2026 | 7/16/2026 | 283 |
| 5322 | Knuff & Co LLC | $395M | Q2 2026 | 8/10/2026 | 142 |
| 5323 | PREMIER ASSET MANAGEMENT LLC | $395M | Q2 2014 | 7/11/2014 | 96 |
| 5324 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $395M | Q2 2026 | 7/23/2026 | 123 |
| 5325 | Redwood Grove Capital, LLC | $395M | Q2 2026 | 8/14/2026 | 25 |
| 5326 | Cambrian Capital Limited Partnership | $395M | Q1 2014 | 5/15/2014 | 51 |
| 5327 | MIC Capital Management UK LLP | $394M | Q2 2026 | 8/10/2026 | 16 |
| 5328 | Aurdan Capital Management, LLC | $394M | Q2 2026 | 7/15/2026 | 99 |
| 5329 | X-Square Capital, LLC | $394M | Q2 2026 | 8/12/2026 | 179 |
| 5330 | Efficient Market Advisors, LLC | $394M | Q2 2014 | 7/17/2014 | 136 |
| 5331 | Stone Summit Wealth LLC | $394M | Q2 2026 | 7/23/2026 | 144 |
| 5332 | Farmers & Merchants Trust Co of Chambersburg PA | $394M | Q2 2026 | 7/24/2026 | 358 |
| 5333 | III Capital Management | $394M | Q2 2026 | 8/14/2026 | 49 |
| 5334 | 360 Financial, Inc. | $394M | Q2 2026 | 8/11/2026 | 85 |
| 5335 | WHITE MOUNTAINS INSURANCE GROUP LTD | $394M | Q2 2026 | 8/12/2026 | 2 |
| 5336 | Waterstone Capital Management, L.P. | $394M | Q1 2014 | 5/15/2014 | 23 |
| 5337 | BENJAMIN F. EDWARDS & COMPANY, INC. | $394M | Q2 2014 | 7/21/2014 | 935 |
| 5338 | Red Wave Investments LLC | $394M | Q2 2026 | 8/5/2026 | 122 |
| 5339 | Independent Wealth Network Inc. | $393M | Q2 2026 | 7/20/2026 | 340 |
| 5340 | NFC Investments, LLC | $393M | Q2 2026 | 8/12/2026 | 43 |
| 5341 | Crown Wealth Group, LLC | $393M | Q2 2026 | 7/21/2026 | 150 |
| 5342 | BridgePort Financial Solutions, LLC | $393M | Q2 2026 | 7/24/2026 | 240 |
| 5343 | Snider Financial Group | $393M | Q2 2026 | 7/14/2026 | 103 |
| 5344 | SRH ADVISORS, LLC | $392M | Q2 2026 | 7/24/2026 | 276 |
| 5345 | Southern Financial Group, LLC | $392M | Q2 2026 | 7/24/2026 | 95 |
| 5346 | OFS Enterprise LLC | $392M | Q2 2026 | 7/8/2026 | 106 |
| 5347 | AGRAN LIBBIE | $392M | Q2 2014 | 8/1/2014 | 113 |
| 5348 | Divergent Planning, LLC | $392M | Q4 2025 | 1/12/2026 | 36 |
| 5349 | Kingdom Financial Group LLC. | $391M | Q2 2026 | 8/7/2026 | 863 |
| 5350 | Patriot Financial Partners GP II, L.P. | $391M | Q2 2026 | 8/13/2026 | 12 |
| 5351 | LIBRA WEALTH LLC | $391M | Q2 2026 | 8/6/2026 | 70 |
| 5352 | OAK FAMILY ADVISORS, LLC | $391M | Q2 2026 | 7/20/2026 | 111 |
| 5353 | Private Wealth Advisors, LLC | $391M | Q2 2026 | 8/6/2026 | 95 |
| 5354 | SS&H Financial Advisors, Inc. | $391M | Q2 2026 | 8/4/2026 | 130 |
| 5355 | ForthRight Wealth Management, LLC | $391M | Q2 2026 | 8/7/2026 | 76 |
| 5356 | Jacobus Wealth Management, Inc. | $391M | Q2 2014 | 8/6/2014 | 317 |
| 5357 | Access Investment Management LLC | $391M | Q2 2026 | 8/3/2026 | 144 |
| 5358 | Legacy CG, LLC | $391M | Q2 2026 | 7/22/2026 | 45 |
| 5359 | DELTA AIR LINES, INC. | $391M | Q2 2026 | 8/14/2026 | 3 |
| 5360 | First American Financial Corp | $390M | Q2 2026 | 8/10/2026 | 3 |
| 5361 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $390M | Q2 2026 | 7/15/2026 | 103 |
| 5362 | Quantum Private Wealth, LLC | $390M | Q2 2026 | 7/29/2026 | 171 |
| 5363 | FOCUSED ALPHA, LLC | $390M | Q2 2026 | 8/7/2026 | 264 |
| 5364 | HTG Investment Advisors, Inc. | $390M | Q2 2026 | 8/6/2026 | 88 |
| 5365 | CENTRAL VALLEY ADVISORS, LLC | $390M | Q2 2026 | 7/21/2026 | 193 |
| 5366 | Apeiron RIA LLC | $390M | Q2 2026 | 7/16/2026 | 162 |
| 5367 | LongView Wealth Management | $390M | Q2 2026 | 7/17/2026 | 227 |
| 5368 | Checkpoint Capital L.P. | $390M | Q2 2026 | 8/14/2026 | 6 |
| 5369 | Legacy Wealth Management, LLC / MS | $390M | Q2 2026 | 7/8/2026 | 114 |
| 5370 | Smart Money Group LLC | $390M | Q2 2026 | 7/29/2026 | 86 |
| 5371 | Supplemental Annuity Collective Trust of NJ | $389M | Q2 2026 | 7/27/2026 | 298 |
| 5372 | Narus Financial Partners, LLC | $389M | Q2 2026 | 7/31/2026 | 177 |
| 5373 | TRUST CO OF OKLAHOMA | $389M | Q2 2026 | 7/14/2026 | 140 |
| 5374 | Arlington Value Capital, LLC | $389M | Q1 2014 | 5/14/2014 | 11 |
| 5375 | Trinity Financial Advisors LLC | $389M | Q2 2026 | 7/6/2026 | 95 |
| 5376 | Cedar Wealth Management, LLC | $389M | Q2 2026 | 8/12/2026 | 92 |
| 5377 | NBW CAPITAL LLC | $389M | Q1 2014 | 5/14/2014 | 83 |
| 5378 | St. Clair Advisors, LLC | $389M | Q2 2026 | 7/6/2026 | 78 |
| 5379 | MSA Advisors, LLC | $389M | Q2 2026 | 8/14/2026 | 43 |
| 5380 | Keystone Financial Services | $388M | Q2 2026 | 8/5/2026 | 131 |
| 5381 | Provident Wealth Management, LLC | $388M | Q2 2026 | 8/4/2026 | 161 |
| 5382 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $388M | Q2 2026 | 8/7/2026 | 86 |
| 5383 | Keystone Financial Planning, Inc. | $388M | Q2 2026 | 7/15/2026 | 39 |
| 5384 | PUZO MICHAEL J | $388M | Q2 2026 | 8/10/2026 | 82 |
| 5385 | TERRIL BROTHERS, INC. | $388M | Q2 2026 | 7/24/2026 | 71 |
| 5386 | NORTHSTAR INVESTMENT ADVISORS LLC | $388M | Q2 2014 | 7/30/2014 | 109 |
| 5387 | Breton Hill Capital Ltd. | $388M | Q2 2014 | 8/1/2014 | 242 |
| 5388 | Post Oak Energy Holdings, LLC | $388M | Q2 2026 | 8/14/2026 | 1 |
| 5389 | Braver Wealth Management, LLC | $387M | Q2 2014 | 7/29/2014 | 88 |
| 5390 | CDAM (UK) Ltd | $387M | Q2 2026 | 8/13/2026 | 12 |
| 5391 | Stolper Co | $387M | Q2 2026 | 7/14/2026 | 91 |
| 5392 | Osprey Private Wealth LLC | $387M | Q2 2026 | 8/3/2026 | 88 |
| 5393 | Slotnik Capital, LLC | $387M | Q2 2026 | 8/13/2026 | 28 |
| 5394 | LOM Asset Management Ltd | $387M | Q2 2026 | 8/4/2026 | 279 |
| 5395 | Donoghue Forlines LLC | $387M | Q2 2026 | 8/7/2026 | 114 |
| 5396 | Rudius Management LP | $386M | Q2 2026 | 8/14/2026 | 7 |
| 5397 | Prairiewood Capital, LLC | $386M | Q2 2026 | 7/28/2026 | 81 |
| 5398 | GATE CITY CAPITAL MANAGEMENT, LLC | $386M | Q2 2026 | 8/14/2026 | 17 |
| 5399 | Topline Capital Management, LLC | $386M | Q2 2026 | 8/14/2026 | 36 |
| 5400 | Baron Wealth Management LLC | $386M | Q2 2026 | 7/7/2026 | 304 |