Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5201 | Headland Capital, LLC | $359M | Q4 2025 | 1/28/2026 | 68 |
| 5202 | ADAMSBROWN WEALTH CONSULTANTS LLC | $359M | Q4 2025 | 1/13/2026 | 125 |
| 5203 | OnyxPoint Global Management LP | $359M | Q4 2025 | 2/17/2026 | 38 |
| 5204 | RFG - Bristol Wealth Advisors, LLC | $359M | Q4 2025 | 1/23/2026 | 175 |
| 5205 | Montanaro Asset Management Ltd | $359M | Q4 2025 | 3/10/2026 | 41 |
| 5206 | SK Wealth Management, LLC | $359M | Q4 2025 | 1/30/2026 | 79 |
| 5207 | Amicus Financial Advisors, LLC | $359M | Q4 2025 | 3/2/2026 | 90 |
| 5208 | ParaFi Capital LP | $358M | Q4 2025 | 2/13/2026 | 16 |
| 5209 | WORLD EQUITY GROUP, INC. | $358M | Q4 2025 | 1/12/2026 | 326 |
| 5210 | Argent Advisors, Inc. | $358M | Q4 2025 | 2/11/2026 | 170 |
| 5211 | M. Kraus & Co | $358M | Q4 2025 | 1/21/2026 | 84 |
| 5212 | Concentrum Wealth Management | $358M | Q4 2025 | 2/4/2026 | 90 |
| 5213 | TFB Advisors LLC | $358M | Q4 2025 | 2/13/2026 | 307 |
| 5214 | Crown Wealth Group, LLC | $358M | Q4 2025 | 1/28/2026 | 143 |
| 5215 | EVEXIA WEALTH LLC | $358M | Q4 2025 | 1/16/2026 | 84 |
| 5216 | CHASE INVESTMENT COUNSEL CORP | $358M | Q4 2025 | 2/5/2026 | 131 |
| 5217 | Brand Asset Management Group, Inc. | $358M | Q4 2025 | 2/11/2026 | 171 |
| 5218 | VAN STRUM & TOWNE INC. | $358M | Q4 2025 | 2/3/2026 | 114 |
| 5219 | Carroll Financial Associates, Inc. | $357M | Q2 2014 | 8/8/2014 | 976 |
| 5220 | LIBRA WEALTH LLC | $357M | Q4 2025 | 1/28/2026 | 67 |
| 5221 | Martin Investment Management, LLC | $357M | Q4 2025 | 2/10/2026 | 49 |
| 5222 | SPC Financial, Inc. | $357M | Q2 2014 | 7/28/2014 | 105 |
| 5223 | Drummond Knight Asset Management Pty Ltd | $357M | Q4 2025 | 1/21/2026 | 11 |
| 5224 | Legacy CG, LLC | $357M | Q4 2025 | 1/26/2026 | 46 |
| 5225 | Farmers & Merchants Trust Co of Chambersburg PA | $357M | Q4 2025 | 2/2/2026 | 333 |
| 5226 | Cypress Capital, LLC | $357M | Q4 2025 | 2/6/2026 | 94 |
| 5227 | 2Xideas AG | $357M | Q4 2025 | 2/17/2026 | 50 |
| 5228 | Hawkeye Capital Management, LLC | $357M | Q1 2014 | 5/15/2014 | 13 |
| 5229 | Capital Planning LLC | $357M | Q4 2025 | 1/23/2026 | 84 |
| 5230 | Westend Capital Management, LLC | $357M | Q4 2025 | 1/15/2026 | 238 |
| 5231 | Haverford Financial Services, Inc. | $357M | Q4 2025 | 2/13/2026 | 48 |
| 5232 | Peak Planning Group, LLC | $357M | Q4 2025 | 2/13/2026 | 120 |
| 5233 | OLIO Financial Planning | $356M | Q4 2025 | 1/21/2026 | 71 |
| 5234 | Wood Tarver Financial Group, LLC | $356M | Q4 2025 | 2/12/2026 | 151 |
| 5235 | Divisar Capital Management LLC | $356M | Q4 2025 | 2/17/2026 | 26 |
| 5236 | Leeward Financial Partners, LLC | $356M | Q4 2025 | 2/9/2026 | 96 |
| 5237 | McMill Wealth Management | $356M | Q4 2025 | 2/23/2026 | 59 |
| 5238 | Doma Perpetual Capital Management LLC | $356M | Q4 2025 | 2/17/2026 | 12 |
| 5239 | Fusion Capital, LLC | $356M | Q4 2025 | 2/4/2026 | 101 |
| 5240 | Naman Capital Ltda | $356M | Q4 2025 | 2/27/2026 | 12 |
| 5241 | Crossingbridge Advisors, LLC | $355M | Q4 2025 | 2/13/2026 | 106 |
| 5242 | Rooted Wealth Advisors, Inc. | $355M | Q4 2025 | 2/9/2026 | 138 |
| 5243 | CenterStar Asset Management, LLC | $355M | Q4 2025 | 1/27/2026 | 262 |
| 5244 | Alaethes Wealth, LLC | $355M | Q4 2025 | 2/12/2026 | 116 |
| 5245 | NEW GENERATION ADVISORS, LLC | $355M | Q2 2014 | 8/4/2014 | 42 |
| 5246 | Bond & Devick Financial Network, Inc. | $355M | Q4 2025 | 1/14/2026 | 184 |
| 5247 | Regis Management CO LLC | $355M | Q2 2014 | 8/8/2014 | 53 |
| 5248 | Night Squared LP | $355M | Q4 2025 | 2/17/2026 | 65 |
| 5249 | Kidder Stephen W | $355M | Q4 2025 | 2/17/2026 | 93 |
| 5250 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | $355M | Q1 2014 | 5/14/2014 | 51 |
| 5251 | FINANCIAL ADVISORY PARTNERS, LLC | $355M | Q4 2025 | 1/23/2026 | 66 |
| 5252 | Trust CO of the Ozarks | $355M | Q1 2014 | 5/12/2014 | 167 |
| 5253 | Empirical Asset Management, LLC | $355M | Q4 2025 | 2/6/2026 | 356 |
| 5254 | Coordinating Investment Fiduciary of Raytheon Master Pension Trust | $354M | Q2 2014 | 8/7/2014 | 6 |
| 5255 | NORTHCAPE WEALTH MANAGEMENT, LLC | $354M | Q4 2025 | 1/22/2026 | 138 |
| 5256 | Deer VII & Co. Ltd. | $354M | Q2 2014 | 8/4/2014 | 7 |
| 5257 | HANSBERGER GLOBAL INVESTORS INC/FL | $354M | Q2 2014 | 7/15/2014 | 26 |
| 5258 | FNY Investment Advisers, LLC | $354M | Q4 2025 | 1/16/2026 | 991 |
| 5259 | Laird Norton Wetherby Wealth Management, LLC | $354M | Q2 2014 | 8/1/2014 | 434 |
| 5260 | Peregrine Asset Advisers, Inc. | $354M | Q4 2025 | 2/2/2026 | 175 |
| 5261 | FCA CORP /TX | $354M | Q4 2025 | 2/11/2026 | 196 |
| 5262 | NFC Investments, LLC | $354M | Q4 2025 | 2/11/2026 | 43 |
| 5263 | PCG Wealth Advisors, LLC | $353M | Q4 2025 | 2/5/2026 | 152 |
| 5264 | DKRT Investments Corp. | $353M | Q4 2025 | 2/13/2026 | 45 |
| 5265 | Rhino Investment Partners, Inc | $353M | Q4 2025 | 2/17/2026 | 37 |
| 5266 | Oldfield Partners LLP | $353M | Q4 2025 | 1/9/2026 | 19 |
| 5267 | Thrive Capital Management, LLC | $352M | Q4 2025 | 3/13/2026 | 4 |
| 5268 | Starr Indemnity & Liability Co | $352M | Q4 2025 | 2/9/2026 | 4 |
| 5269 | Tidemark, LLC | $352M | Q4 2025 | 2/10/2026 | 658 |
| 5270 | Seascape Capital Management | $352M | Q4 2025 | 1/21/2026 | 91 |
| 5271 | Metalmark Management II LLC | $352M | Q1 2014 | 5/15/2014 | 1 |
| 5272 | Capital Innovations LLC | $351M | Q4 2025 | 2/10/2026 | 51 |
| 5273 | Trinity Financial Advisors LLC | $351M | Q1 2026 | 4/7/2026 | 89 |
| 5274 | S.E.E.D. Planning Group LLC | $351M | Q4 2025 | 1/9/2026 | 86 |
| 5275 | Tensor Edge Capital, LLC | $351M | Q4 2025 | 2/6/2026 | 14 |
| 5276 | Redwood Grove Capital, LLC | $351M | Q4 2025 | 2/17/2026 | 22 |
| 5277 | Snow Phipps Group, LLC | $351M | Q4 2025 | 1/27/2026 | 2 |
| 5278 | LIBERTY SQUARE WEALTH PARTNERS LLC | $351M | Q4 2025 | 2/11/2026 | 145 |
| 5279 | Sterling Wealth Management, Inc. | $351M | Q4 2025 | 2/17/2026 | 106 |
| 5280 | Seaside Wealth Management, Inc. | $350M | Q4 2025 | 2/17/2026 | 63 |
| 5281 | Wealth Management Partners, LLC | $350M | Q4 2025 | 1/12/2026 | 147 |
| 5282 | Perennial Investment Partners LTD | $350M | Q1 2014 | 5/15/2014 | 75 |
| 5283 | Seven Springs Wealth Group, LLC | $350M | Q4 2025 | 2/10/2026 | 83 |
| 5284 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | $350M | Q2 2014 | 7/10/2014 | 105 |
| 5285 | Warren Street Wealth Advisors, LLC | $350M | Q4 2025 | 1/29/2026 | 128 |
| 5286 | Global Assets Advisory, LLC | $350M | Q4 2025 | 2/9/2026 | 282 |
| 5287 | Loeb Offshore Management LP | $350M | Q1 2014 | 5/15/2014 | 176 |
| 5288 | AIMZ Investment Advisors, LLC | $350M | Q4 2025 | 2/17/2026 | 140 |
| 5289 | MGB Wealth Management, LLC | $350M | Q4 2025 | 2/17/2026 | 308 |
| 5290 | Missouri Education Pension Trust | $349M | Q4 2025 | 2/10/2026 | 2 |
| 5291 | BANK OF STOCKTON | $349M | Q4 2025 | 1/21/2026 | 134 |
| 5292 | Arcataur Capital Management LLC | $349M | Q4 2025 | 1/27/2026 | 103 |
| 5293 | Sterling Investment Counsel, LLC | $349M | Q4 2025 | 1/27/2026 | 187 |
| 5294 | Ripple Effect Asset Management LP | $349M | Q4 2025 | 2/13/2026 | 25 |
| 5295 | ENDEAVOR PRIVATE WEALTH, INC. | $349M | Q4 2025 | 2/11/2026 | 206 |
| 5296 | COLTON GROOME FINANCIAL ADVISORS, LLC | $349M | Q4 2025 | 2/10/2026 | 137 |
| 5297 | Rench Wealth Management, Inc. | $349M | Q4 2025 | 2/12/2026 | 56 |
| 5298 | Benchmark Financial Wealth Advisors, LLC | $348M | Q4 2025 | 1/27/2026 | 126 |
| 5299 | FC Advisory LLC | $348M | Q4 2025 | 1/13/2026 | 117 |
| 5300 | FIDUCIARY FAMILY OFFICE, LLC | $348M | Q4 2025 | 2/10/2026 | 183 |
| 5301 | ForthRight Wealth Management, LLC | $348M | Q4 2025 | 1/13/2026 | 71 |
| 5302 | OSKIE CAPITAL MANAGEMENT, LLC | $348M | Q1 2014 | 5/15/2014 | 30 |
| 5303 | RiverPark Advisors, LLC | $348M | Q4 2025 | 2/17/2026 | 161 |
| 5304 | WT Wealth Management | $348M | Q4 2025 | 2/2/2026 | 132 |
| 5305 | PING CAPITAL MANAGEMENT, INC. | $348M | Q4 2025 | 2/2/2026 | 78 |
| 5306 | FINDELL CAPITAL MANAGEMENT LLC | $348M | Q4 2025 | 2/17/2026 | 17 |
| 5307 | Valtinson Bruner Financial Planning LLC | $348M | Q4 2025 | 2/9/2026 | 165 |
| 5308 | Osprey Private Wealth LLC | $347M | Q4 2025 | 2/4/2026 | 79 |
| 5309 | Lanham O'Dell & Company, Inc. | $347M | Q4 2025 | 1/12/2026 | 40 |
| 5310 | SRH ADVISORS, LLC | $347M | Q4 2025 | 1/21/2026 | 293 |
| 5311 | Acumen Wealth Advisors, LLC | $347M | Q4 2025 | 2/13/2026 | 525 |
| 5312 | Field & Main Bank | $347M | Q4 2025 | 1/28/2026 | 260 |
| 5313 | STEPH & CO | $347M | Q4 2025 | 1/23/2026 | 310 |
| 5314 | Bouvel Investment Partners, LLC | $347M | Q4 2025 | 1/23/2026 | 80 |
| 5315 | EQ LLC | $347M | Q4 2025 | 2/10/2026 | 77 |
| 5316 | Avidity Partners Management LP | $347M | Q4 2025 | 2/13/2026 | 39 |
| 5317 | Blueshift Asset Management, LLC | $347M | Q4 2025 | 2/13/2026 | 446 |
| 5318 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $346M | Q4 2025 | 2/4/2026 | 421 |
| 5319 | Neumann Capital Management, LLC | $346M | Q4 2025 | 1/14/2026 | 101 |
| 5320 | PineBridge Investments Asia Ltd | $346M | Q4 2025 | 2/12/2026 | 7 |
| 5321 | NKCFO LLC | $346M | Q4 2025 | 2/2/2026 | 91 |
| 5322 | Prevatt Capital Ltd | $346M | Q4 2025 | 2/17/2026 | 11 |
| 5323 | JRM Investment Counsel, LLC | $346M | Q4 2025 | 2/12/2026 | 21 |
| 5324 | McCollum Christoferson Group LLC | $346M | Q4 2025 | 1/9/2026 | 74 |
| 5325 | Clarus Ventures, LLC | $346M | Q1 2014 | 5/9/2014 | 5 |
| 5326 | Kaydan Wealth Management, Inc. | $346M | Q4 2025 | 1/12/2026 | 112 |
| 5327 | Oxler Private Wealth LLC | $345M | Q4 2025 | 1/23/2026 | 90 |
| 5328 | Beirne Wealth Consulting Services, LLC | $345M | Q4 2025 | 1/29/2026 | 106 |
| 5329 | LOM Asset Management Ltd | $345M | Q4 2025 | 1/23/2026 | 277 |
| 5330 | Aisling Capital LLC | $345M | Q2 2014 | 8/8/2014 | 16 |
| 5331 | Cornell Pochily Investment Advisors, Inc. | $345M | Q4 2025 | 1/20/2026 | 182 |
| 5332 | Pathway Financial Advisers, LLC | $345M | Q4 2025 | 2/6/2026 | 163 |
| 5333 | FFG Partners, LLC | $345M | Q4 2025 | 1/23/2026 | 39 |
| 5334 | Keystone Financial Planning, Inc. | $345M | Q4 2025 | 1/7/2026 | 44 |
| 5335 | 3D ASSET MANAGEMENT, INC | $345M | Q2 2014 | 7/31/2014 | 39 |
| 5336 | Sivik Global Healthcare LLC | $345M | Q4 2025 | 1/21/2026 | 49 |
| 5337 | Pinnacle Financial Group, LLC / IL | $345M | Q4 2025 | 2/5/2026 | 112 |
| 5338 | Knowledge Leaders Capital, LLC | $344M | Q2 2014 | 7/22/2014 | 39 |
| 5339 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $344M | Q4 2025 | 1/8/2026 | 94 |
| 5340 | Deccan Value Investors L.P. | $344M | Q1 2014 | 5/14/2014 | 7 |
| 5341 | Freedom Investment Management, Inc. | $344M | Q4 2025 | 2/6/2026 | 117 |
| 5342 | FLAGSHIP WEALTH ADVISORS, LLC | $344M | Q4 2025 | 2/11/2026 | 394 |
| 5343 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $344M | Q4 2025 | 2/12/2026 | 80 |
| 5344 | Investment Planning Advisors, Inc. | $343M | Q4 2025 | 1/20/2026 | 95 |
| 5345 | TUCKER ASSET MANAGEMENT LLC | $343M | Q4 2025 | 2/5/2026 | 1,080 |
| 5346 | DEEPWATER ASSET MANAGEMENT, LLC | $343M | Q4 2025 | 2/11/2026 | 46 |
| 5347 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | $343M | Q4 2025 | 2/10/2026 | 1 |
| 5348 | WealthCare Investment Partners, LLC | $343M | Q4 2025 | 1/6/2026 | 183 |
| 5349 | TWIN PEAKS WEALTH ADVISORS, LLC | $343M | Q4 2025 | 2/10/2026 | 184 |
| 5350 | Cutler Capital Management, LLC | $343M | Q4 2025 | 2/13/2026 | 122 |
| 5351 | TRUST CO OF OKLAHOMA | $343M | Q4 2025 | 1/14/2026 | 133 |
| 5352 | Smart Money Group LLC | $343M | Q4 2025 | 1/30/2026 | 85 |
| 5353 | SS&H Financial Advisors, Inc. | $343M | Q4 2025 | 1/20/2026 | 125 |
| 5354 | GREENLEA LANE CAPITAL MANAGEMENT, LLC | $343M | Q4 2025 | 2/17/2026 | 8 |
| 5355 | Ceeto Capital Group, LLC | $343M | Q4 2025 | 2/13/2026 | 186 |
| 5356 | Quantum Private Wealth, LLC | $342M | Q4 2025 | 2/6/2026 | 169 |
| 5357 | Coe Capital Management, LLC | $342M | Q1 2014 | 5/14/2014 | 233 |
| 5358 | CORBYN INVESTMENT MANAGEMENT INC/MD | $342M | Q4 2025 | 1/13/2026 | 69 |
| 5359 | Claar Advisors LLC | $342M | Q4 2025 | 2/17/2026 | 18 |
| 5360 | Frec Markets, Inc. | $342M | Q4 2025 | 2/17/2026 | 343 |
| 5361 | Covenant Partners, LLC | $342M | Q4 2025 | 1/26/2026 | 135 |
| 5362 | REGIMEN WEALTH, LLC | $342M | Q4 2025 | 2/9/2026 | 76 |
| 5363 | CONSILIO WEALTH ADVISORS, LLC | $342M | Q4 2025 | 3/19/2026 | 98 |
| 5364 | ELLINGTON MANAGEMENT GROUP LLC | $342M | Q1 2014 | 5/15/2014 | 586 |
| 5365 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $342M | Q4 2025 | 2/13/2026 | 47 |
| 5366 | IAT REINSURANCE CO LTD. | $341M | Q4 2025 | 2/10/2026 | 71 |
| 5367 | Maestria Partners LLC | $341M | Q4 2025 | 2/11/2026 | 15 |
| 5368 | Tactive Advisors, LLC | $341M | Q4 2025 | 1/9/2026 | 255 |
| 5369 | Yeomans Consulting Group, Inc. | $341M | Q4 2025 | 1/7/2026 | 113 |
| 5370 | Shoker Investment Counsel, Inc. | $341M | Q4 2025 | 2/4/2026 | 111 |
| 5371 | Pinnacle Bancorp, Inc. | $341M | Q4 2025 | 1/22/2026 | 873 |
| 5372 | True Wealth Design, LLC | $341M | Q4 2025 | 1/8/2026 | 2,556 |
| 5373 | Missouri Trust & Investment Co | $341M | Q4 2025 | 2/13/2026 | 402 |
| 5374 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $341M | Q4 2025 | 2/11/2026 | 181 |
| 5375 | FOCUSED ALPHA, LLC | $340M | Q4 2025 | 2/13/2026 | 243 |
| 5376 | Bridge City Capital, LLC | $340M | Q4 2025 | 2/13/2026 | 108 |
| 5377 | Ironwood Wealth Management, LLC. | $340M | Q4 2025 | 2/2/2026 | 47 |
| 5378 | East Coast Asset Management, LLC. | $340M | Q4 2025 | 2/17/2026 | 69 |
| 5379 | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | $340M | Q4 2025 | 1/21/2026 | 171 |
| 5380 | Indigo Partners LLC | $340M | Q4 2025 | 2/17/2026 | 2 |
| 5381 | Parkwoods Wealth Partners, LLC | $340M | Q4 2025 | 1/15/2026 | 108 |
| 5382 | Veracity Capital LLC | $340M | Q4 2025 | 1/29/2026 | 238 |
| 5383 | Stolper Co | $339M | Q4 2025 | 1/12/2026 | 89 |
| 5384 | Lexington Partners L.P. | $339M | Q4 2025 | 2/10/2026 | 5 |
| 5385 | Knuff & Co LLC | $339M | Q4 2025 | 2/4/2026 | 129 |
| 5386 | PATRIOT FINANCIAL PARTNERS GP, LP | $339M | Q2 2014 | 8/6/2014 | 18 |
| 5387 | Indiana Trust & Investment Management Co | $339M | Q4 2025 | 1/21/2026 | 479 |
| 5388 | Newton One Investments LLC | $339M | Q4 2025 | 1/23/2026 | 120 |
| 5389 | GRAYBILL WEALTH MANAGEMENT, LTD. | $339M | Q4 2025 | 2/13/2026 | 81 |
| 5390 | Elmind Capital, LP | $339M | Q4 2025 | 2/17/2026 | 34 |
| 5391 | SWEENEY & MICHEL, LLC | $339M | Q4 2025 | 2/13/2026 | 141 |
| 5392 | Omnia Family Wealth, LLC | $339M | Q4 2025 | 1/16/2026 | 102 |
| 5393 | LIFE LINE WEALTH MANAGEMENT LLC | $339M | Q4 2025 | 2/4/2026 | 38 |
| 5394 | Silverleafe Capital Partners, LLC | $339M | Q1 2026 | 4/2/2026 | 103 |
| 5395 | Jackson Creek Investment Advisors LLC | $338M | Q4 2025 | 2/9/2026 | 291 |
| 5396 | Manske Wealth Management | $338M | Q4 2025 | 2/3/2026 | 214 |
| 5397 | Kooman & Associates | $338M | Q4 2025 | 1/23/2026 | 52 |
| 5398 | Red Rocks Capital LLC | $338M | Q1 2014 | 5/15/2014 | 8 |
| 5399 | Verger Capital Management LLC | $338M | Q4 2025 | 2/2/2026 | 14 |
| 5400 | MENDON CAPITAL ADVISORS CORP | $338M | Q4 2025 | 2/18/2026 | 65 |