Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5201 | Bull Harbor Capital LLC | $373M | Q1 2026 | 5/18/2026 | 458 |
| 5202 | Hutchens & Kramer Investment Management Group, LLC | $373M | Q2 2026 | 7/9/2026 | 160 |
| 5203 | HIGHLAND PEAK CAPITAL, LLC | $373M | Q1 2026 | 5/13/2026 | 16 |
| 5204 | Omnia Family Wealth, LLC | $373M | Q2 2026 | 7/9/2026 | 103 |
| 5205 | JOHO CAPITAL LLC | $373M | Q1 2026 | 5/15/2026 | 10 |
| 5206 | Freedom Day Solutions, LLC | $373M | Q1 2026 | 5/5/2026 | 96 |
| 5207 | MINDSET WEALTH MANAGEMENT, LLC | $372M | Q1 2026 | 4/22/2026 | 176 |
| 5208 | Atlas Brown,Inc. | $372M | Q2 2026 | 7/9/2026 | 237 |
| 5209 | HARMONY ASSET MANAGEMENT LLC | $372M | Q2 2026 | 7/20/2026 | 201 |
| 5210 | Kooman & Associates | $372M | Q2 2026 | 7/22/2026 | 56 |
| 5211 | Doma Perpetual Capital Management LLC | $372M | Q1 2026 | 5/15/2026 | 11 |
| 5212 | Veery Capital, LLC | $372M | Q2 2026 | 7/9/2026 | 100 |
| 5213 | Gavilan Investment Partners LLC | $372M | Q1 2026 | 5/14/2026 | 14 |
| 5214 | Blue Owl Capital Holdings LP | $372M | Q1 2026 | 5/14/2026 | 76 |
| 5215 | Promethos Capital, LLC | $372M | Q1 2026 | 5/13/2026 | 46 |
| 5216 | Lifestyle Asset Management, Inc. | $372M | Q2 2026 | 7/20/2026 | 129 |
| 5217 | Aspen Investment Management Inc | $372M | Q2 2026 | 7/17/2026 | 187 |
| 5218 | Solus Alternative Asset Management LP | $372M | Q1 2026 | 5/15/2026 | 10 |
| 5219 | Acumen Wealth Advisors, LLC | $372M | Q1 2026 | 5/13/2026 | 439 |
| 5220 | Cornell Pochily Investment Advisors, Inc. | $372M | Q2 2026 | 7/15/2026 | 189 |
| 5221 | Kiltearn Partners LLP | $372M | Q1 2026 | 5/14/2026 | 25 |
| 5222 | THOMIST CAPITAL MANAGEMENT, LP | $371M | Q1 2026 | 5/15/2026 | 57 |
| 5223 | SAYBROOK CAPITAL /NC | $371M | Q1 2026 | 5/5/2026 | 42 |
| 5224 | Peregrine Asset Advisers, Inc. | $371M | Q1 2026 | 4/24/2026 | 189 |
| 5225 | Prevatt Capital Ltd | $371M | Q1 2026 | 4/27/2026 | 11 |
| 5226 | Oxbow Capital Management (HK) Ltd | $371M | Q1 2026 | 5/14/2026 | 6 |
| 5227 | Paragon Advisors, LLC | $371M | Q1 2026 | 5/4/2026 | 76 |
| 5228 | Fusion Capital, LLC | $371M | Q1 2026 | 5/13/2026 | 104 |
| 5229 | RFG - Bristol Wealth Advisors, LLC | $371M | Q1 2026 | 5/5/2026 | 180 |
| 5230 | COWA, LLC | $371M | Q1 2026 | 5/14/2026 | 158 |
| 5231 | Congress Park Capital LLC | $370M | Q2 2026 | 7/14/2026 | 134 |
| 5232 | Veracity Capital LLC | $370M | Q2 2026 | 7/10/2026 | 223 |
| 5233 | B.O.S.S. Retirement Advisors, LLC | $370M | Q2 2026 | 7/20/2026 | 157 |
| 5234 | Manatuck Hill Partners, LLC | $370M | Q1 2026 | 5/15/2026 | 116 |
| 5235 | Gunderson Capital Management LLC | $370M | Q2 2026 | 7/21/2026 | 52 |
| 5236 | Atwater Malick LLC | $370M | Q1 2026 | 4/22/2026 | 100 |
| 5237 | Cypress Capital, LLC | $370M | Q2 2026 | 7/17/2026 | 113 |
| 5238 | Cutler Capital Management, LLC | $370M | Q1 2026 | 5/15/2026 | 116 |
| 5239 | First American Financial Corp | $370M | Q1 2026 | 5/12/2026 | 3 |
| 5240 | M & L Capital Management Ltd | $370M | Q2 2026 | 7/14/2026 | 17 |
| 5241 | Rock Point Advisors, LLC | $370M | Q1 2026 | 5/14/2026 | 118 |
| 5242 | ROCKSHELTER CAPITAL MANAGEMENT LLC | $370M | Q1 2014 | 5/15/2014 | 31 |
| 5243 | EdgeRock Capital LLC | $370M | Q1 2026 | 4/16/2026 | 126 |
| 5244 | Mizuho Bank, Ltd. | $369M | Q1 2026 | 5/14/2026 | 4 |
| 5245 | WorthPointe, LLC | $369M | Q1 2026 | 5/12/2026 | 118 |
| 5246 | Meredith Wealth Planning | $369M | Q1 2026 | 4/27/2026 | 70 |
| 5247 | CCG WEALTH MANAGEMENT, LLC | $369M | Q1 2026 | 4/8/2026 | 136 |
| 5248 | AYAL Capital Advisors Ltd | $369M | Q1 2026 | 5/15/2026 | 56 |
| 5249 | Joule Financial, LLC | $369M | Q2 2026 | 7/15/2026 | 116 |
| 5250 | EPG Wealth Management LLC | $369M | Q1 2026 | 5/7/2026 | 320 |
| 5251 | Global Financial Private Client, LLC | $369M | Q2 2026 | 7/20/2026 | 246 |
| 5252 | Foundation Asset Management, LP | $368M | Q1 2014 | 5/15/2014 | 17 |
| 5253 | WESTPORT RESOURCES MANAGEMENT INC | $368M | Q2 2014 | 7/31/2014 | 1,036 |
| 5254 | Merk Investments LLC | $368M | Q1 2026 | 5/15/2026 | 11 |
| 5255 | WESTERLY CAPITAL MANAGEMENT, LLC | $368M | Q1 2026 | 5/15/2026 | 37 |
| 5256 | Farmers & Merchants Trust Co of Chambersburg PA | $367M | Q1 2026 | 4/29/2026 | 335 |
| 5257 | Prasad Wealth Partners, LLC | $367M | Q1 2026 | 4/27/2026 | 146 |
| 5258 | ONE Advisory Partners, LLC | $367M | Q2 2026 | 7/21/2026 | 68 |
| 5259 | BIRINYI ASSOCIATES INC | $367M | Q1 2026 | 5/4/2026 | 60 |
| 5260 | TB Partners GP LTD | $367M | Q2 2014 | 7/16/2014 | 3 |
| 5261 | Running Point Capital Advisors, LLC | $367M | Q4 2025 | 2/17/2026 | 190 |
| 5262 | VALUEWORKS LLC | $367M | Q1 2026 | 5/15/2026 | 35 |
| 5263 | NORTHCAPE WEALTH MANAGEMENT, LLC | $367M | Q1 2026 | 5/1/2026 | 141 |
| 5264 | Storen Legacy Partners, LLC | $367M | Q2 2026 | 7/17/2026 | 116 |
| 5265 | Silverleafe Capital Partners, LLC | $367M | Q2 2026 | 7/2/2026 | 99 |
| 5266 | Capco Asset Management, LLC | $367M | Q1 2026 | 5/8/2026 | 27 |
| 5267 | PRINCETON CAPITAL MANAGEMENT LLC | $367M | Q1 2026 | 5/8/2026 | 139 |
| 5268 | Impact Capital Partners LLC | $367M | Q2 2026 | 7/14/2026 | 283 |
| 5269 | Lexington Partners L.P. | $366M | Q1 2026 | 5/6/2026 | 3 |
| 5270 | Redmond Asset Management, LLC | $366M | Q1 2026 | 5/6/2026 | 197 |
| 5271 | Argent Advisors, Inc. | $366M | Q1 2026 | 4/24/2026 | 173 |
| 5272 | Measured Wealth Private Client Group, LLC | $366M | Q1 2026 | 5/13/2026 | 726 |
| 5273 | Empirical Capital Management, LLC | $366M | Q2 2026 | 7/20/2026 | 27 |
| 5274 | Indiana Trust & Investment Management Co | $366M | Q2 2026 | 7/22/2026 | 472 |
| 5275 | TERRIL BROTHERS, INC. | $366M | Q1 2026 | 5/6/2026 | 75 |
| 5276 | Range Financial Group LLC | $366M | Q2 2026 | 7/15/2026 | 206 |
| 5277 | CONTINENTAL GRAIN CO | $366M | Q1 2026 | 5/12/2026 | 4 |
| 5278 | FIRST NATIONAL BANK SIOUX FALLS | $366M | Q1 2026 | 4/17/2026 | 147 |
| 5279 | Vert Asset Management LLC | $365M | Q2 2026 | 7/15/2026 | 44 |
| 5280 | New England Capital Financial Advisors LLC | $365M | Q1 2026 | 4/27/2026 | 425 |
| 5281 | Darwin Wealth Management, LLC | $365M | Q2 2026 | 7/21/2026 | 777 |
| 5282 | Vestwell Advisors, LLC | $365M | Q1 2026 | 5/18/2026 | 31 |
| 5283 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $365M | Q1 2026 | 5/11/2026 | 719 |
| 5284 | Elevated Financial Group LLC | $365M | Q2 2026 | 7/22/2026 | 125 |
| 5285 | Pinnacle Financial Group, LLC / IL | $365M | Q1 2026 | 5/13/2026 | 111 |
| 5286 | Strata Wealth Advisors, LLC | $365M | Q1 2026 | 4/28/2026 | 87 |
| 5287 | Davern Capital Partners, LP | $365M | Q1 2026 | 5/14/2026 | 17 |
| 5288 | BTR CAPITAL MANAGEMENT INC | $364M | Q2 2014 | 7/16/2014 | 135 |
| 5289 | Sterling Wealth Management, Inc. | $364M | Q1 2026 | 5/13/2026 | 112 |
| 5290 | Three Bridge Wealth Advisors, LLC | $364M | Q1 2026 | 5/12/2026 | 86 |
| 5291 | KEATING INVESTMENT COUNSELORS INC | $364M | Q2 2026 | 7/16/2026 | 59 |
| 5292 | Valtinson Bruner Financial Planning LLC | $364M | Q1 2026 | 5/5/2026 | 171 |
| 5293 | ROBERTS GLORE & CO INC /IL/ | $364M | Q1 2026 | 5/4/2026 | 216 |
| 5294 | EVEXIA WEALTH LLC | $364M | Q1 2026 | 4/16/2026 | 84 |
| 5295 | ROMAN BUTLER FULLERTON & CO | $364M | Q1 2026 | 4/30/2026 | 267 |
| 5296 | Grace Capital | $364M | Q2 2014 | 7/30/2014 | 98 |
| 5297 | Anfield Capital Management, LLC | $363M | Q1 2026 | 5/12/2026 | 715 |
| 5298 | GFG Capital, LLC | $363M | Q2 2026 | 7/20/2026 | 100 |
| 5299 | Raub Brock Capital Management LP | $363M | Q2 2026 | 7/14/2026 | 45 |
| 5300 | Modus Advisors, LLC | $363M | Q1 2026 | 5/4/2026 | 117 |
| 5301 | Purus Wealth Management, LLC | $363M | Q2 2026 | 7/13/2026 | 171 |
| 5302 | Investment Planning Advisors, Inc. | $363M | Q1 2026 | 4/23/2026 | 107 |
| 5303 | Virtus Investment Advisers, LLC | $363M | Q1 2026 | 5/14/2026 | 450 |
| 5304 | REIK & CO., LLC | $363M | Q1 2026 | 5/5/2026 | 56 |
| 5305 | Wealth Management Associates, Inc. | $362M | Q2 2026 | 7/21/2026 | 254 |
| 5306 | MILLINGTON SECURITIES, LLC | $362M | Q1 2026 | 7/15/2026 | 275 |
| 5307 | WBI INVESTMENTS, LLC | $362M | Q1 2026 | 5/11/2026 | 275 |
| 5308 | HighVista Strategies LLC | $362M | Q1 2026 | 5/15/2026 | 156 |
| 5309 | Safeguard Investment Advisory Group, LLC | $362M | Q1 2026 | 5/14/2026 | 143 |
| 5310 | BURKE & HERBERT BANK & TRUST CO | $362M | Q1 2026 | 5/8/2026 | 235 |
| 5311 | Wood Tarver Financial Group, LLC | $362M | Q1 2026 | 5/12/2026 | 155 |
| 5312 | Anchor @ 65 Pte. Ltd. | $362M | Q1 2026 | 5/15/2026 | 2 |
| 5313 | Xcel Wealth Management, LLC | $362M | Q1 2026 | 4/21/2026 | 133 |
| 5314 | Donoghue Forlines LLC | $361M | Q1 2026 | 5/13/2026 | 118 |
| 5315 | Daybright Advisory Services, Inc. | $361M | Q1 2026 | 5/12/2026 | 133 |
| 5316 | HT Partners LLC | $361M | Q2 2026 | 7/16/2026 | 53 |
| 5317 | Pennant Investors, LP | $361M | Q1 2026 | 5/15/2026 | 17 |
| 5318 | Demars Financial Group, LLC | $361M | Q2 2026 | 7/21/2026 | 113 |
| 5319 | Bridge City Capital, LLC | $361M | Q1 2026 | 5/13/2026 | 108 |
| 5320 | Peak Planning Group, LLC | $361M | Q1 2026 | 4/22/2026 | 120 |
| 5321 | QUADRANGLE GP INVESTORS LLC | $361M | Q2 2014 | 8/1/2014 | 5 |
| 5322 | VCI Wealth Management LLC | $361M | Q1 2026 | 4/21/2026 | 123 |
| 5323 | PYA Waltman Capital, LLC | $361M | Q1 2026 | 5/13/2026 | 67 |
| 5324 | MONIMUS CAPITAL MANAGEMENT, LP | $361M | Q1 2026 | 5/15/2026 | 55 |
| 5325 | JAMISON EATON & WOOD INC /NJ | $361M | Q1 2014 | 4/28/2014 | 107 |
| 5326 | WILLIAM HARRIS INVESTORS INC | $361M | Q2 2014 | 8/7/2014 | 87 |
| 5327 | SK Wealth Management, LLC | $360M | Q1 2026 | 5/6/2026 | 77 |
| 5328 | RR Advisors, LLC | $360M | Q1 2026 | 5/13/2026 | 27 |
| 5329 | WealthCare Investment Partners, LLC | $360M | Q1 2026 | 4/8/2026 | 191 |
| 5330 | 5AM Venture Management, LLC | $360M | Q1 2026 | 5/15/2026 | 20 |
| 5331 | Logan Stone Capital, LLC | $360M | Q1 2026 | 5/15/2026 | 133 |
| 5332 | Naman Capital Ltda | $360M | Q1 2026 | 5/14/2026 | 13 |
| 5333 | Squire Investment Management Company, LLC | $360M | Q1 2026 | 4/24/2026 | 76 |
| 5334 | KELLY LAWRENCE W & ASSOCIATES INC/CA | $360M | Q1 2026 | 5/15/2026 | 124 |
| 5335 | Bryant Woods Investment Advisors, LLC | $360M | Q2 2026 | 7/22/2026 | 85 |
| 5336 | Arcataur Capital Management LLC | $359M | Q1 2026 | 4/22/2026 | 103 |
| 5337 | Rhino Investment Partners, Inc | $359M | Q1 2026 | 5/15/2026 | 39 |
| 5338 | Stone Summit Wealth LLC | $359M | Q1 2026 | 4/22/2026 | 142 |
| 5339 | NFC Investments, LLC | $359M | Q1 2026 | 5/12/2026 | 41 |
| 5340 | HEIGHTS CAPITAL MANAGEMENT, INC | $359M | Q1 2026 | 5/15/2026 | 265 |
| 5341 | SYMMETRY PEAK MANAGEMENT LLC | $359M | Q1 2026 | 5/15/2026 | 90 |
| 5342 | LIBERTY SQUARE WEALTH PARTNERS LLC | $358M | Q1 2026 | 5/7/2026 | 141 |
| 5343 | Members Advisory Group LLC | $358M | Q2 2026 | 7/15/2026 | 42 |
| 5344 | Granger Management LLC | $358M | Q1 2026 | 5/14/2026 | 6 |
| 5345 | Financial Perspectives, Inc | $358M | Q1 2026 | 5/11/2026 | 716 |
| 5346 | Southern Financial Group, LLC | $358M | Q1 2026 | 6/18/2026 | 91 |
| 5347 | Rudius Management LP | $358M | Q1 2026 | 5/14/2026 | 6 |
| 5348 | Carroll Financial Associates, Inc. | $357M | Q2 2014 | 8/8/2014 | 976 |
| 5349 | SPC Financial, Inc. | $357M | Q2 2014 | 7/28/2014 | 105 |
| 5350 | Manske Wealth Management | $357M | Q1 2026 | 4/30/2026 | 215 |
| 5351 | Hawkeye Capital Management, LLC | $357M | Q1 2014 | 5/15/2014 | 13 |
| 5352 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $357M | Q1 2026 | 5/14/2026 | 21 |
| 5353 | Holowesko Partners Ltd. | $357M | Q1 2026 | 5/13/2026 | 31 |
| 5354 | Neumann Advisory Hong Kong Ltd | $356M | Q2 2026 | 7/8/2026 | 6 |
| 5355 | Accretive Wealth Partners, LLC | $356M | Q1 2026 | 4/22/2026 | 180 |
| 5356 | GENESIS PRIVATE WEALTH, LLC | $356M | Q2 2026 | 7/13/2026 | 192 |
| 5357 | Sandbox Financial Partners, LLC | $356M | Q1 2026 | 4/8/2026 | 117 |
| 5358 | Private Wealth Advisors, LLC | $356M | Q1 2026 | 5/13/2026 | 95 |
| 5359 | Seaside Wealth Management, Inc. | $356M | Q1 2026 | 5/1/2026 | 65 |
| 5360 | Rise Advisors, LLC | $355M | Q2 2026 | 7/10/2026 | 103 |
| 5361 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $355M | Q1 2026 | 5/11/2026 | 156 |
| 5362 | WHITE PINE CAPITAL LLC | $355M | Q1 2026 | 5/11/2026 | 228 |
| 5363 | Clean Yield Group | $355M | Q1 2026 | 4/14/2026 | 385 |
| 5364 | NEW GENERATION ADVISORS, LLC | $355M | Q2 2014 | 8/4/2014 | 42 |
| 5365 | WATERSHED PRIVATE WEALTH LLC | $355M | Q2 2026 | 7/17/2026 | 120 |
| 5366 | EQ LLC | $355M | Q1 2026 | 5/6/2026 | 74 |
| 5367 | Headland Capital, LLC | $355M | Q1 2026 | 5/4/2026 | 61 |
| 5368 | Supplemental Annuity Collective Trust of NJ | $355M | Q1 2026 | 5/1/2026 | 297 |
| 5369 | LIBRA WEALTH LLC | $355M | Q1 2026 | 4/28/2026 | 66 |
| 5370 | Regis Management CO LLC | $355M | Q2 2014 | 8/8/2014 | 53 |
| 5371 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | $355M | Q1 2014 | 5/14/2014 | 51 |
| 5372 | Trust CO of the Ozarks | $355M | Q1 2014 | 5/12/2014 | 167 |
| 5373 | Coordinating Investment Fiduciary of Raytheon Master Pension Trust | $354M | Q2 2014 | 8/7/2014 | 6 |
| 5374 | Deer VII & Co. Ltd. | $354M | Q2 2014 | 8/4/2014 | 7 |
| 5375 | HANSBERGER GLOBAL INVESTORS INC/FL | $354M | Q2 2014 | 7/15/2014 | 26 |
| 5376 | Laird Norton Wetherby Wealth Management, LLC | $354M | Q2 2014 | 8/1/2014 | 434 |
| 5377 | Courage Miller Partners, LLC | $354M | Q1 2026 | 4/24/2026 | 92 |
| 5378 | FCA CORP /TX | $354M | Q1 2026 | 5/14/2026 | 191 |
| 5379 | WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $354M | Q1 2026 | 5/11/2026 | 43 |
| 5380 | Strathmore Capital Advisors, Inc. | $354M | Q1 2026 | 4/27/2026 | 138 |
| 5381 | Pathway Financial Advisers, LLC | $354M | Q1 2026 | 4/23/2026 | 164 |
| 5382 | Somerset Trust Co | $354M | Q2 2026 | 7/6/2026 | 186 |
| 5383 | First Washington CORP | $353M | Q1 2026 | 5/14/2026 | 50 |
| 5384 | Greystone Financial Group, LLC | $353M | Q1 2026 | 4/24/2026 | 78 |
| 5385 | O'Brien Greene & Co. Inc | $353M | Q1 2026 | 5/6/2026 | 141 |
| 5386 | BCWM, LLC | $353M | Q1 2026 | 5/14/2026 | 57 |
| 5387 | BridgePort Financial Solutions, LLC | $353M | Q1 2026 | 4/16/2026 | 231 |
| 5388 | ForthRight Wealth Management, LLC | $353M | Q1 2026 | 5/12/2026 | 75 |
| 5389 | MIC Capital Management UK LLP | $352M | Q1 2026 | 5/13/2026 | 14 |
| 5390 | jvl associates llc | $352M | Q2 2026 | 7/6/2026 | 79 |
| 5391 | FFG Partners, LLC | $352M | Q2 2026 | 7/9/2026 | 42 |
| 5392 | Elmind Capital, LP | $352M | Q1 2026 | 5/15/2026 | 34 |
| 5393 | PCJ Investment Counsel Ltd. | $352M | Q1 2026 | 5/11/2026 | 59 |
| 5394 | ACORN CAPITAL ADVISORS, LLC | $352M | Q1 2026 | 5/15/2026 | 22 |
| 5395 | HTG Investment Advisors, Inc. | $352M | Q1 2026 | 4/27/2026 | 85 |
| 5396 | EVERPAR ADVISORS LLC | $352M | Q2 2026 | 7/9/2026 | 302 |
| 5397 | Metalmark Management II LLC | $352M | Q1 2014 | 5/15/2014 | 1 |
| 5398 | Enavate Sciences GP, LLC | $352M | Q1 2026 | 5/15/2026 | 7 |
| 5399 | Alaethes Wealth, LLC | $351M | Q1 2026 | 5/12/2026 | 124 |
| 5400 | LifeGuide Financial Advisors, LLC | $351M | Q2 2026 | 7/9/2026 | 47 |