Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5201 | Anchor @ 65 Pte. Ltd. | $362M | Q1 2026 | 5/15/2026 | 2 |
| 5202 | Elmwood Wealth Management, Inc. | $362M | Q1 2026 | 4/9/2026 | 178 |
| 5203 | Xcel Wealth Management, LLC | $362M | Q1 2026 | 4/21/2026 | 133 |
| 5204 | Donoghue Forlines LLC | $361M | Q1 2026 | 5/13/2026 | 118 |
| 5205 | Daybright Advisory Services, Inc. | $361M | Q1 2026 | 5/12/2026 | 133 |
| 5206 | Benchmark Financial Wealth Advisors, LLC | $361M | Q1 2026 | 4/27/2026 | 133 |
| 5207 | Pennant Investors, LP | $361M | Q1 2026 | 5/15/2026 | 17 |
| 5208 | OLIO Financial Planning | $361M | Q1 2026 | 4/14/2026 | 72 |
| 5209 | Bridge City Capital, LLC | $361M | Q1 2026 | 5/13/2026 | 108 |
| 5210 | Peak Planning Group, LLC | $361M | Q1 2026 | 4/22/2026 | 120 |
| 5211 | QUADRANGLE GP INVESTORS LLC | $361M | Q2 2014 | 8/1/2014 | 5 |
| 5212 | VCI Wealth Management LLC | $361M | Q1 2026 | 4/21/2026 | 123 |
| 5213 | PYA Waltman Capital, LLC | $361M | Q1 2026 | 5/13/2026 | 67 |
| 5214 | Duncan Williams Asset Management, LLC | $361M | Q1 2026 | 5/5/2026 | 154 |
| 5215 | MONIMUS CAPITAL MANAGEMENT, LP | $361M | Q1 2026 | 5/15/2026 | 55 |
| 5216 | JAMISON EATON & WOOD INC /NJ | $361M | Q1 2014 | 4/28/2014 | 107 |
| 5217 | PROATHLETE WEALTH MANAGEMENT LLC | $361M | Q1 2026 | 4/27/2026 | 296 |
| 5218 | WILLIAM HARRIS INVESTORS INC | $361M | Q2 2014 | 8/7/2014 | 87 |
| 5219 | SK Wealth Management, LLC | $360M | Q1 2026 | 5/6/2026 | 77 |
| 5220 | RR Advisors, LLC | $360M | Q1 2026 | 5/13/2026 | 27 |
| 5221 | True Wealth Design, LLC | $360M | Q1 2026 | 4/13/2026 | 2,699 |
| 5222 | WealthCare Investment Partners, LLC | $360M | Q1 2026 | 4/8/2026 | 191 |
| 5223 | BNC WEALTH MANAGEMENT, LLC | $360M | Q1 2026 | 4/13/2026 | 106 |
| 5224 | 5AM Venture Management, LLC | $360M | Q1 2026 | 5/15/2026 | 20 |
| 5225 | Logan Stone Capital, LLC | $360M | Q1 2026 | 5/15/2026 | 133 |
| 5226 | Legacy CG, LLC | $360M | Q1 2026 | 5/5/2026 | 45 |
| 5227 | Naman Capital Ltda | $360M | Q1 2026 | 5/14/2026 | 13 |
| 5228 | Squire Investment Management Company, LLC | $360M | Q1 2026 | 4/24/2026 | 76 |
| 5229 | KELLY LAWRENCE W & ASSOCIATES INC/CA | $360M | Q1 2026 | 5/15/2026 | 124 |
| 5230 | Arcataur Capital Management LLC | $359M | Q1 2026 | 4/22/2026 | 103 |
| 5231 | Rhino Investment Partners, Inc | $359M | Q1 2026 | 5/15/2026 | 39 |
| 5232 | Stone Summit Wealth LLC | $359M | Q1 2026 | 4/22/2026 | 142 |
| 5233 | NFC Investments, LLC | $359M | Q1 2026 | 5/12/2026 | 41 |
| 5234 | HEIGHTS CAPITAL MANAGEMENT, INC | $359M | Q1 2026 | 5/15/2026 | 265 |
| 5235 | SYMMETRY PEAK MANAGEMENT LLC | $359M | Q1 2026 | 5/15/2026 | 90 |
| 5236 | LIBERTY SQUARE WEALTH PARTNERS LLC | $358M | Q1 2026 | 5/7/2026 | 141 |
| 5237 | Bond & Devick Financial Network, Inc. | $358M | Q1 2026 | 4/8/2026 | 188 |
| 5238 | Granger Management LLC | $358M | Q1 2026 | 5/14/2026 | 6 |
| 5239 | Financial Perspectives, Inc | $358M | Q1 2026 | 5/11/2026 | 716 |
| 5240 | Rudius Management LP | $358M | Q1 2026 | 5/14/2026 | 6 |
| 5241 | Carroll Financial Associates, Inc. | $357M | Q2 2014 | 8/8/2014 | 976 |
| 5242 | SPC Financial, Inc. | $357M | Q2 2014 | 7/28/2014 | 105 |
| 5243 | Manske Wealth Management | $357M | Q1 2026 | 4/30/2026 | 215 |
| 5244 | Hawkeye Capital Management, LLC | $357M | Q1 2014 | 5/15/2014 | 13 |
| 5245 | Sterling Investment Counsel, LLC | $357M | Q1 2026 | 4/16/2026 | 196 |
| 5246 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $357M | Q1 2026 | 5/14/2026 | 21 |
| 5247 | Holowesko Partners Ltd. | $357M | Q1 2026 | 5/13/2026 | 31 |
| 5248 | Pioneer Wealth Management Group | $357M | Q1 2026 | 4/8/2026 | 50 |
| 5249 | BigSur Wealth Management LLC | $356M | Q1 2026 | 4/22/2026 | 163 |
| 5250 | Henrickson Nauta Wealth Advisors, Inc. | $356M | Q1 2026 | 4/16/2026 | 106 |
| 5251 | Accretive Wealth Partners, LLC | $356M | Q1 2026 | 4/22/2026 | 180 |
| 5252 | Sandbox Financial Partners, LLC | $356M | Q1 2026 | 4/8/2026 | 117 |
| 5253 | Private Wealth Advisors, LLC | $356M | Q1 2026 | 5/13/2026 | 95 |
| 5254 | Seaside Wealth Management, Inc. | $356M | Q1 2026 | 5/1/2026 | 65 |
| 5255 | OAK FAMILY ADVISORS, LLC | $355M | Q1 2026 | 4/20/2026 | 116 |
| 5256 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $355M | Q1 2026 | 5/11/2026 | 156 |
| 5257 | WHITE PINE CAPITAL LLC | $355M | Q1 2026 | 5/11/2026 | 228 |
| 5258 | Clean Yield Group | $355M | Q1 2026 | 4/14/2026 | 385 |
| 5259 | NEW GENERATION ADVISORS, LLC | $355M | Q2 2014 | 8/4/2014 | 42 |
| 5260 | EQ LLC | $355M | Q1 2026 | 5/6/2026 | 74 |
| 5261 | Headland Capital, LLC | $355M | Q1 2026 | 5/4/2026 | 61 |
| 5262 | Supplemental Annuity Collective Trust of NJ | $355M | Q1 2026 | 5/1/2026 | 297 |
| 5263 | LIBRA WEALTH LLC | $355M | Q1 2026 | 4/28/2026 | 66 |
| 5264 | Windsor Capital Management, LLC | $355M | Q1 2026 | 4/10/2026 | 123 |
| 5265 | ShankerValleau Wealth Advisors, Inc. | $355M | Q1 2026 | 4/15/2026 | 39 |
| 5266 | Regis Management CO LLC | $355M | Q2 2014 | 8/8/2014 | 53 |
| 5267 | Tactive Advisors, LLC | $355M | Q1 2026 | 4/16/2026 | 268 |
| 5268 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | $355M | Q1 2014 | 5/14/2014 | 51 |
| 5269 | Trust CO of the Ozarks | $355M | Q1 2014 | 5/12/2014 | 167 |
| 5270 | Coordinating Investment Fiduciary of Raytheon Master Pension Trust | $354M | Q2 2014 | 8/7/2014 | 6 |
| 5271 | Deer VII & Co. Ltd. | $354M | Q2 2014 | 8/4/2014 | 7 |
| 5272 | HANSBERGER GLOBAL INVESTORS INC/FL | $354M | Q2 2014 | 7/15/2014 | 26 |
| 5273 | AVALON CAPITAL MANAGEMENT | $354M | Q1 2026 | 5/14/2026 | 122 |
| 5274 | Laird Norton Wetherby Wealth Management, LLC | $354M | Q2 2014 | 8/1/2014 | 434 |
| 5275 | Courage Miller Partners, LLC | $354M | Q1 2026 | 4/24/2026 | 92 |
| 5276 | FCA CORP /TX | $354M | Q1 2026 | 5/14/2026 | 191 |
| 5277 | WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $354M | Q1 2026 | 5/11/2026 | 43 |
| 5278 | Strathmore Capital Advisors, Inc. | $354M | Q1 2026 | 4/27/2026 | 138 |
| 5279 | FINANCIAL ADVISORY PARTNERS, LLC | $354M | Q1 2026 | 5/1/2026 | 66 |
| 5280 | Pathway Financial Advisers, LLC | $354M | Q1 2026 | 4/23/2026 | 164 |
| 5281 | Beirne Wealth Consulting Services, LLC | $354M | Q1 2026 | 4/30/2026 | 105 |
| 5282 | First Washington CORP | $353M | Q1 2026 | 5/14/2026 | 50 |
| 5283 | Greystone Financial Group, LLC | $353M | Q1 2026 | 4/24/2026 | 78 |
| 5284 | O'Brien Greene & Co. Inc | $353M | Q1 2026 | 5/6/2026 | 141 |
| 5285 | BCWM, LLC | $353M | Q1 2026 | 5/14/2026 | 57 |
| 5286 | BridgePort Financial Solutions, LLC | $353M | Q1 2026 | 4/16/2026 | 231 |
| 5287 | ForthRight Wealth Management, LLC | $353M | Q1 2026 | 5/12/2026 | 75 |
| 5288 | Stolper Co | $352M | Q1 2026 | 4/13/2026 | 96 |
| 5289 | MIC Capital Management UK LLP | $352M | Q1 2026 | 5/13/2026 | 14 |
| 5290 | Elmind Capital, LP | $352M | Q1 2026 | 5/15/2026 | 34 |
| 5291 | PCJ Investment Counsel Ltd. | $352M | Q1 2026 | 5/11/2026 | 59 |
| 5292 | Brown Miller Wealth Management, LLC | $352M | Q1 2026 | 4/23/2026 | 191 |
| 5293 | ACORN CAPITAL ADVISORS, LLC | $352M | Q1 2026 | 5/15/2026 | 22 |
| 5294 | Vision Retirement, LLC | $352M | Q1 2026 | 5/7/2026 | 649 |
| 5295 | HTG Investment Advisors, Inc. | $352M | Q1 2026 | 4/27/2026 | 85 |
| 5296 | Metalmark Management II LLC | $352M | Q1 2014 | 5/15/2014 | 1 |
| 5297 | Enavate Sciences GP, LLC | $352M | Q1 2026 | 5/15/2026 | 7 |
| 5298 | Cypress Capital, LLC | $351M | Q1 2026 | 4/28/2026 | 95 |
| 5299 | COLTON GROOME FINANCIAL ADVISORS, LLC | $351M | Q1 2026 | 4/30/2026 | 137 |
| 5300 | Alaethes Wealth, LLC | $351M | Q1 2026 | 5/12/2026 | 124 |
| 5301 | Trinity Financial Advisors LLC | $351M | Q1 2026 | 4/7/2026 | 89 |
| 5302 | Legacy Wealth Management, LLC / MS | $351M | Q1 2026 | 4/10/2026 | 106 |
| 5303 | FIDUCIARY FAMILY OFFICE, LLC | $351M | Q1 2026 | 5/13/2026 | 179 |
| 5304 | PhiloSmith Capital Corp | $351M | Q1 2026 | 5/14/2026 | 22 |
| 5305 | Spider Management Company, LLC | $351M | Q1 2026 | 5/1/2026 | 5 |
| 5306 | STEPH & CO | $351M | Q1 2026 | 4/17/2026 | 301 |
| 5307 | HAMEL ASSOCIATES, INC. | $351M | Q1 2026 | 5/7/2026 | 81 |
| 5308 | Columbia Bank | $350M | Q1 2026 | 4/28/2026 | 156 |
| 5309 | PING CAPITAL MANAGEMENT, INC. | $350M | Q1 2026 | 4/27/2026 | 83 |
| 5310 | SWMG, LLC | $350M | Q1 2026 | 4/24/2026 | 120 |
| 5311 | Perennial Investment Partners LTD | $350M | Q1 2014 | 5/15/2014 | 75 |
| 5312 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | $350M | Q2 2014 | 7/10/2014 | 105 |
| 5313 | Wealth Management Partners, LLC | $350M | Q1 2026 | 4/17/2026 | 147 |
| 5314 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $350M | Q1 2026 | 4/28/2026 | 53 |
| 5315 | Loeb Offshore Management LP | $350M | Q1 2014 | 5/15/2014 | 176 |
| 5316 | Bruce & Co., Inc. | $350M | Q1 2026 | 5/14/2026 | 41 |
| 5317 | MGB Wealth Management, LLC | $350M | Q4 2025 | 2/17/2026 | 308 |
| 5318 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $350M | Q1 2026 | 4/15/2026 | 95 |
| 5319 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $349M | Q1 2026 | 4/28/2026 | 112 |
| 5320 | SRH ADVISORS, LLC | $349M | Q1 2026 | 4/29/2026 | 278 |
| 5321 | Merck & Co., Inc. | $349M | Q1 2026 | 5/13/2026 | 14 |
| 5322 | Kingdom Financial Group LLC. | $349M | Q1 2026 | 5/13/2026 | 864 |
| 5323 | Lloyd Advisory Services, LLC. | $349M | Q1 2026 | 5/13/2026 | 864 |
| 5324 | Global Assets Advisory, LLC | $349M | Q1 2026 | 5/1/2026 | 477 |
| 5325 | Carmel Capital Management L.L.C. | $349M | Q1 2026 | 4/23/2026 | 25 |
| 5326 | ENDEAVOR PRIVATE WEALTH, INC. | $349M | Q1 2026 | 5/14/2026 | 202 |
| 5327 | Ironwood Wealth Management, LLC. | $349M | Q1 2026 | 4/23/2026 | 47 |
| 5328 | Nokomis Capital, L.L.C. | $349M | Q1 2026 | 5/15/2026 | 55 |
| 5329 | 11 Capital Partners LP | $348M | Q1 2026 | 5/15/2026 | 20 |
| 5330 | Creative Capital Management Investments LLC | $348M | Q1 2026 | 4/21/2026 | 324 |
| 5331 | LOM Asset Management Ltd | $348M | Q1 2026 | 5/5/2026 | 277 |
| 5332 | OSKIE CAPITAL MANAGEMENT, LLC | $348M | Q1 2014 | 5/15/2014 | 30 |
| 5333 | Argos Wealth Advisors, LLC | $348M | Q1 2026 | 4/27/2026 | 202 |
| 5334 | GILL CAPITAL PARTNERS, LLC | $348M | Q1 2026 | 4/13/2026 | 701 |
| 5335 | Lanham O'Dell & Company, Inc. | $347M | Q4 2025 | 1/12/2026 | 40 |
| 5336 | Seascape Capital Management | $347M | Q1 2026 | 4/28/2026 | 91 |
| 5337 | SHIKIAR ASSET MANAGEMENT INC | $347M | Q1 2026 | 4/23/2026 | 104 |
| 5338 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $347M | Q1 2026 | 4/16/2026 | 33 |
| 5339 | WINMILL & CO. INC | $347M | Q1 2026 | 5/14/2026 | 60 |
| 5340 | Fi3 FINANCIAL ADVISORS, LLC | $346M | Q1 2026 | 5/7/2026 | 218 |
| 5341 | VANCE WEALTH, LLC | $346M | Q1 2026 | 5/15/2026 | 118 |
| 5342 | CGC Financial Services, LLC | $346M | Q1 2026 | 4/13/2026 | 331 |
| 5343 | MARINER INVESTMENT GROUP LLC | $346M | Q1 2026 | 5/5/2026 | 108 |
| 5344 | Prairiewood Capital, LLC | $346M | Q1 2026 | 4/16/2026 | 77 |
| 5345 | Clarus Ventures, LLC | $346M | Q1 2014 | 5/9/2014 | 5 |
| 5346 | Philadelphia Financial Management of San Francisco, LLC | $346M | Q1 2026 | 5/14/2026 | 43 |
| 5347 | Osprey Private Wealth LLC | $345M | Q1 2026 | 5/1/2026 | 77 |
| 5348 | Aisling Capital LLC | $345M | Q2 2014 | 8/8/2014 | 16 |
| 5349 | Aikya Investment Management Ltd | $345M | Q1 2026 | 5/5/2026 | 4 |
| 5350 | 3D ASSET MANAGEMENT, INC | $345M | Q2 2014 | 7/31/2014 | 39 |
| 5351 | Bouvel Investment Partners, LLC | $345M | Q1 2026 | 4/10/2026 | 78 |
| 5352 | Knowledge Leaders Capital, LLC | $344M | Q2 2014 | 7/22/2014 | 39 |
| 5353 | III Capital Management | $344M | Q1 2026 | 5/15/2026 | 58 |
| 5354 | Presidio Capital Management, LLC | $344M | Q1 2026 | 4/8/2026 | 79 |
| 5355 | S.E.E.D. Planning Group LLC | $344M | Q1 2026 | 4/23/2026 | 89 |
| 5356 | GREENLEA LANE CAPITAL MANAGEMENT, LLC | $344M | Q1 2026 | 5/11/2026 | 9 |
| 5357 | THREADGILL FINANCIAL, LLC | $344M | Q1 2026 | 4/20/2026 | 44 |
| 5358 | Deccan Value Investors L.P. | $344M | Q1 2014 | 5/14/2014 | 7 |
| 5359 | FLAGSHIP WEALTH ADVISORS, LLC | $344M | Q4 2025 | 2/11/2026 | 394 |
| 5360 | BALLAST ADVISORS LLC | $344M | Q1 2026 | 5/12/2026 | 394 |
| 5361 | Field & Main Bank | $344M | Q1 2026 | 4/10/2026 | 261 |
| 5362 | Smart Money Group LLC | $344M | Q1 2026 | 5/5/2026 | 84 |
| 5363 | Thrive Capital Management, LLC | $344M | Q1 2026 | 5/14/2026 | 5 |
| 5364 | Cedar Wealth Management, LLC | $344M | Q1 2026 | 5/14/2026 | 89 |
| 5365 | LONG WALK MANAGEMENT LP | $344M | Q1 2026 | 5/14/2026 | 11 |
| 5366 | WARBURG PINCUS LLC | $343M | Q1 2026 | 5/15/2026 | 3 |
| 5367 | PUZO MICHAEL J | $343M | Q1 2026 | 5/7/2026 | 88 |
| 5368 | Eleva Capital SAS | $343M | Q1 2026 | 4/15/2026 | 24 |
| 5369 | TUCKER ASSET MANAGEMENT LLC | $343M | Q4 2025 | 2/5/2026 | 1,080 |
| 5370 | Joule Financial, LLC | $343M | Q1 2026 | 4/14/2026 | 114 |
| 5371 | TRUST CO OF OKLAHOMA | $343M | Q1 2026 | 4/20/2026 | 139 |
| 5372 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $343M | Q1 2026 | 4/22/2026 | 59 |
| 5373 | Westbourne Investment Advisors, Inc. | $343M | Q1 2026 | 4/28/2026 | 115 |
| 5374 | Acorn Wealth Advisors, LLC | $343M | Q1 2026 | 4/30/2026 | 264 |
| 5375 | M. Kraus & Co | $343M | Q1 2026 | 4/14/2026 | 81 |
| 5376 | SS&H Financial Advisors, Inc. | $343M | Q4 2025 | 1/20/2026 | 125 |
| 5377 | Fieldview Capital Management, LLC | $343M | Q1 2026 | 5/14/2026 | 468 |
| 5378 | VAN STRUM & TOWNE INC. | $343M | Q1 2026 | 5/7/2026 | 111 |
| 5379 | FC Advisory LLC | $342M | Q1 2026 | 4/14/2026 | 115 |
| 5380 | Coe Capital Management, LLC | $342M | Q1 2014 | 5/14/2014 | 233 |
| 5381 | CONSILIO WEALTH ADVISORS, LLC | $342M | Q1 2026 | 5/1/2026 | 101 |
| 5382 | Vectors Research Management, LLC | $342M | Q1 2026 | 5/5/2026 | 142 |
| 5383 | REGIMEN WEALTH, LLC | $342M | Q1 2026 | 5/7/2026 | 70 |
| 5384 | WIT Partners Advisory Pte. Ltd. | $342M | Q1 2026 | 5/6/2026 | 16 |
| 5385 | Covenant Partners, LLC | $342M | Q4 2025 | 1/26/2026 | 135 |
| 5386 | Slotnik Capital, LLC | $342M | Q1 2026 | 5/15/2026 | 27 |
| 5387 | ELLINGTON MANAGEMENT GROUP LLC | $342M | Q1 2014 | 5/15/2014 | 586 |
| 5388 | Yakira Capital Management, Inc. | $342M | Q1 2026 | 5/14/2026 | 196 |
| 5389 | Grandview Asset Management LLC | $342M | Q1 2026 | 5/7/2026 | 137 |
| 5390 | SMART Wealth LLC | $341M | Q1 2026 | 4/23/2026 | 207 |
| 5391 | FINDELL CAPITAL MANAGEMENT LLC | $341M | Q1 2026 | 5/15/2026 | 18 |
| 5392 | Yeomans Consulting Group, Inc. | $341M | Q4 2025 | 1/7/2026 | 113 |
| 5393 | Seneca Financial Advisors LLC | $341M | Q1 2026 | 4/22/2026 | 64 |
| 5394 | EntryPoint Capital, LLC | $341M | Q1 2026 | 5/14/2026 | 731 |
| 5395 | Intergy Private Wealth, LLC | $341M | Q1 2026 | 4/16/2026 | 123 |
| 5396 | Crestview Partners II GP, L.P. | $341M | Q1 2026 | 5/14/2026 | 3 |
| 5397 | Missouri Trust & Investment Co | $341M | Q1 2026 | 5/14/2026 | 411 |
| 5398 | Keystone Financial Services | $341M | Q1 2026 | 5/6/2026 | 119 |
| 5399 | Crown Wealth Group, LLC | $340M | Q1 2026 | 4/21/2026 | 145 |
| 5400 | Cornell Pochily Investment Advisors, Inc. | $340M | Q1 2026 | 4/17/2026 | 174 |