Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5401 | FIDUCIARY FAMILY OFFICE, LLC | $351M | Q1 2026 | 5/13/2026 | 179 |
| 5402 | PhiloSmith Capital Corp | $351M | Q1 2026 | 5/14/2026 | 22 |
| 5403 | Spider Management Company, LLC | $351M | Q1 2026 | 5/1/2026 | 5 |
| 5404 | HAMEL ASSOCIATES, INC. | $351M | Q1 2026 | 5/7/2026 | 81 |
| 5405 | Columbia Bank | $350M | Q1 2026 | 4/28/2026 | 156 |
| 5406 | Perennial Investment Partners LTD | $350M | Q1 2014 | 5/15/2014 | 75 |
| 5407 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | $350M | Q2 2014 | 7/10/2014 | 105 |
| 5408 | PKO BP BANKOWY Universal Pension Society JSC | $350M | Q2 2026 | 7/8/2026 | 13 |
| 5409 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $350M | Q1 2026 | 4/28/2026 | 53 |
| 5410 | Loeb Offshore Management LP | $350M | Q1 2014 | 5/15/2014 | 176 |
| 5411 | Bruce & Co., Inc. | $350M | Q1 2026 | 5/14/2026 | 41 |
| 5412 | MGB Wealth Management, LLC | $350M | Q4 2025 | 2/17/2026 | 308 |
| 5413 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $349M | Q1 2026 | 4/28/2026 | 112 |
| 5414 | SRH ADVISORS, LLC | $349M | Q1 2026 | 4/29/2026 | 278 |
| 5415 | Merck & Co., Inc. | $349M | Q1 2026 | 5/13/2026 | 14 |
| 5416 | Kingdom Financial Group LLC. | $349M | Q1 2026 | 5/13/2026 | 864 |
| 5417 | Lloyd Advisory Services, LLC. | $349M | Q1 2026 | 5/13/2026 | 864 |
| 5418 | Global Assets Advisory, LLC | $349M | Q1 2026 | 5/1/2026 | 477 |
| 5419 | Carmel Capital Management L.L.C. | $349M | Q1 2026 | 4/23/2026 | 25 |
| 5420 | Planned Solutions, Inc. | $349M | Q2 2026 | 7/13/2026 | 155 |
| 5421 | Robinswood Financial LLC | $349M | Q2 2026 | 7/14/2026 | 435 |
| 5422 | Auour Investments LLC | $349M | Q2 2026 | 7/21/2026 | 95 |
| 5423 | ENDEAVOR PRIVATE WEALTH, INC. | $349M | Q1 2026 | 5/14/2026 | 202 |
| 5424 | Ironwood Wealth Management, LLC. | $349M | Q1 2026 | 4/23/2026 | 47 |
| 5425 | Nokomis Capital, L.L.C. | $349M | Q1 2026 | 5/15/2026 | 55 |
| 5426 | 11 Capital Partners LP | $348M | Q1 2026 | 5/15/2026 | 20 |
| 5427 | Creative Capital Management Investments LLC | $348M | Q1 2026 | 4/21/2026 | 324 |
| 5428 | LOM Asset Management Ltd | $348M | Q1 2026 | 5/5/2026 | 277 |
| 5429 | OSKIE CAPITAL MANAGEMENT, LLC | $348M | Q1 2014 | 5/15/2014 | 30 |
| 5430 | Argos Wealth Advisors, LLC | $348M | Q1 2026 | 4/27/2026 | 202 |
| 5431 | Pines Wealth Management, LLC | $348M | Q2 2026 | 7/22/2026 | 219 |
| 5432 | FIRST UNITED BANK & TRUST | $348M | Q2 2026 | 7/20/2026 | 420 |
| 5433 | GILL CAPITAL PARTNERS, LLC | $348M | Q1 2026 | 4/13/2026 | 701 |
| 5434 | Lanham O'Dell & Company, Inc. | $347M | Q4 2025 | 1/12/2026 | 40 |
| 5435 | CPA Asset Management Group, LLC | $347M | Q2 2026 | 7/9/2026 | 97 |
| 5436 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $347M | Q2 2026 | 7/14/2026 | 140 |
| 5437 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $347M | Q1 2026 | 4/16/2026 | 33 |
| 5438 | Key Client Fiduciary Advisors, LLC | $347M | Q2 2026 | 7/9/2026 | 232 |
| 5439 | WINMILL & CO. INC | $347M | Q1 2026 | 5/14/2026 | 60 |
| 5440 | BRADY FAMILY WEALTH, LLC | $346M | Q2 2026 | 7/13/2026 | 113 |
| 5441 | Fi3 FINANCIAL ADVISORS, LLC | $346M | Q1 2026 | 5/7/2026 | 218 |
| 5442 | VANCE WEALTH, LLC | $346M | Q1 2026 | 5/15/2026 | 118 |
| 5443 | MARINER INVESTMENT GROUP LLC | $346M | Q1 2026 | 5/5/2026 | 108 |
| 5444 | Prairiewood Capital, LLC | $346M | Q1 2026 | 4/16/2026 | 77 |
| 5445 | Clarus Ventures, LLC | $346M | Q1 2014 | 5/9/2014 | 5 |
| 5446 | Philadelphia Financial Management of San Francisco, LLC | $346M | Q1 2026 | 5/14/2026 | 43 |
| 5447 | Osprey Private Wealth LLC | $345M | Q1 2026 | 5/1/2026 | 77 |
| 5448 | Bear Mountain Capital, Inc. | $345M | Q2 2026 | 7/20/2026 | 214 |
| 5449 | G&S Capital LLC | $345M | Q2 2026 | 7/10/2026 | 155 |
| 5450 | Aisling Capital LLC | $345M | Q2 2014 | 8/8/2014 | 16 |
| 5451 | Aikya Investment Management Ltd | $345M | Q1 2026 | 5/5/2026 | 4 |
| 5452 | 3D ASSET MANAGEMENT, INC | $345M | Q2 2014 | 7/31/2014 | 39 |
| 5453 | Knowledge Leaders Capital, LLC | $344M | Q2 2014 | 7/22/2014 | 39 |
| 5454 | III Capital Management | $344M | Q1 2026 | 5/15/2026 | 58 |
| 5455 | S.E.E.D. Planning Group LLC | $344M | Q1 2026 | 4/23/2026 | 89 |
| 5456 | ACIMA PRIVATE WEALTH, LLC | $344M | Q2 2026 | 7/6/2026 | 173 |
| 5457 | GREENLEA LANE CAPITAL MANAGEMENT, LLC | $344M | Q1 2026 | 5/11/2026 | 9 |
| 5458 | HAMILTON CAPITAL PARTNERS, LLC | $344M | Q2 2026 | 7/20/2026 | 32 |
| 5459 | Deccan Value Investors L.P. | $344M | Q1 2014 | 5/14/2014 | 7 |
| 5460 | Field & Main Bank | $344M | Q1 2026 | 4/10/2026 | 261 |
| 5461 | Smart Money Group LLC | $344M | Q1 2026 | 5/5/2026 | 84 |
| 5462 | Thrive Capital Management, LLC | $344M | Q1 2026 | 5/14/2026 | 5 |
| 5463 | BALLAST ADVISORS LLC | $344M | Q1 2026 | 6/23/2026 | 401 |
| 5464 | Cedar Wealth Management, LLC | $344M | Q1 2026 | 5/14/2026 | 89 |
| 5465 | LONG WALK MANAGEMENT LP | $344M | Q1 2026 | 5/14/2026 | 11 |
| 5466 | WARBURG PINCUS LLC | $343M | Q1 2026 | 5/15/2026 | 3 |
| 5467 | PUZO MICHAEL J | $343M | Q1 2026 | 5/7/2026 | 88 |
| 5468 | Eleva Capital SAS | $343M | Q2 2026 | 7/2/2026 | 24 |
| 5469 | TUCKER ASSET MANAGEMENT LLC | $343M | Q4 2025 | 2/5/2026 | 1,080 |
| 5470 | Capital Planning LLC | $343M | Q2 2026 | 7/22/2026 | 88 |
| 5471 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $343M | Q1 2026 | 4/22/2026 | 59 |
| 5472 | Westbourne Investment Advisors, Inc. | $343M | Q1 2026 | 4/28/2026 | 115 |
| 5473 | PFW Advisors LLC | $343M | Q2 2026 | 7/13/2026 | 124 |
| 5474 | Acorn Wealth Advisors, LLC | $343M | Q1 2026 | 4/30/2026 | 264 |
| 5475 | M. Kraus & Co | $343M | Q1 2026 | 4/14/2026 | 81 |
| 5476 | Nova R Wealth, Inc. | $343M | Q2 2026 | 7/17/2026 | 86 |
| 5477 | SS&H Financial Advisors, Inc. | $343M | Q4 2025 | 1/20/2026 | 125 |
| 5478 | Fieldview Capital Management, LLC | $343M | Q1 2026 | 5/14/2026 | 468 |
| 5479 | VAN STRUM & TOWNE INC. | $343M | Q1 2026 | 5/7/2026 | 111 |
| 5480 | Coe Capital Management, LLC | $342M | Q1 2014 | 5/14/2014 | 233 |
| 5481 | CONSILIO WEALTH ADVISORS, LLC | $342M | Q1 2026 | 5/1/2026 | 101 |
| 5482 | Vectors Research Management, LLC | $342M | Q1 2026 | 5/5/2026 | 142 |
| 5483 | REGIMEN WEALTH, LLC | $342M | Q1 2026 | 5/7/2026 | 70 |
| 5484 | WIT Partners Advisory Pte. Ltd. | $342M | Q1 2026 | 5/6/2026 | 16 |
| 5485 | Covenant Partners, LLC | $342M | Q4 2025 | 1/26/2026 | 135 |
| 5486 | Slotnik Capital, LLC | $342M | Q1 2026 | 5/15/2026 | 27 |
| 5487 | Ferguson Shapiro LLC | $342M | Q2 2026 | 7/9/2026 | 91 |
| 5488 | Owl Creek Wealth Partners LLC | $342M | Q2 2026 | 7/20/2026 | 1,289 |
| 5489 | ELLINGTON MANAGEMENT GROUP LLC | $342M | Q1 2014 | 5/15/2014 | 586 |
| 5490 | Yakira Capital Management, Inc. | $342M | Q1 2026 | 5/14/2026 | 196 |
| 5491 | Grandview Asset Management LLC | $342M | Q1 2026 | 5/7/2026 | 137 |
| 5492 | SMART Wealth LLC | $341M | Q1 2026 | 4/23/2026 | 207 |
| 5493 | Western Financial Corp/CA | $341M | Q2 2026 | 7/22/2026 | 132 |
| 5494 | FINDELL CAPITAL MANAGEMENT LLC | $341M | Q1 2026 | 5/15/2026 | 18 |
| 5495 | Yeomans Consulting Group, Inc. | $341M | Q4 2025 | 1/7/2026 | 113 |
| 5496 | Seneca Financial Advisors LLC | $341M | Q1 2026 | 4/22/2026 | 64 |
| 5497 | EntryPoint Capital, LLC | $341M | Q1 2026 | 5/14/2026 | 731 |
| 5498 | McCollum Christoferson Group LLC | $341M | Q2 2026 | 7/13/2026 | 80 |
| 5499 | Crestview Partners II GP, L.P. | $341M | Q1 2026 | 5/14/2026 | 3 |
| 5500 | Missouri Trust & Investment Co | $341M | Q1 2026 | 5/14/2026 | 411 |
| 5501 | Hixon Zuercher, LLC | $341M | Q2 2026 | 7/20/2026 | 88 |
| 5502 | Keystone Financial Services | $341M | Q1 2026 | 5/6/2026 | 119 |
| 5503 | ACT WEALTH MANAGEMENT, LLC | $340M | Q2 2026 | 7/7/2026 | 64 |
| 5504 | Kidder Stephen W | $340M | Q1 2026 | 5/8/2026 | 93 |
| 5505 | SWEENEY & MICHEL, LLC | $340M | Q1 2026 | 4/16/2026 | 145 |
| 5506 | WARNER FINANCIAL, INC | $340M | Q2 2026 | 7/9/2026 | 145 |
| 5507 | First International Bank of Israel Ltd. | $340M | Q1 2026 | 5/14/2026 | 59 |
| 5508 | Greenbush Financial Group, LLC | $340M | Q2 2026 | 7/21/2026 | 35 |
| 5509 | Bell Asset Management Ltd | $340M | Q1 2026 | 4/29/2026 | 61 |
| 5510 | MIO Partners, Inc. | $340M | Q1 2026 | 4/28/2026 | 6 |
| 5511 | Jackson Creek Investment Advisors LLC | $340M | Q1 2026 | 5/5/2026 | 293 |
| 5512 | River Street Advisors LLC | $340M | Q2 2026 | 7/21/2026 | 177 |
| 5513 | Sophron Capital Management L.P. | $339M | Q1 2026 | 5/15/2026 | 41 |
| 5514 | Verger Capital Management LLC | $339M | Q1 2026 | 5/13/2026 | 13 |
| 5515 | PATRIOT FINANCIAL PARTNERS GP, LP | $339M | Q2 2014 | 8/6/2014 | 18 |
| 5516 | Vanguard Investments Australia, Ltd. | $339M | Q1 2026 | 5/15/2026 | 37 |
| 5517 | Whitefort Capital Management, LP | $339M | Q1 2026 | 5/15/2026 | 20 |
| 5518 | BRILLIANCE ASSET MANAGEMENT LTD | $339M | Q1 2026 | 5/11/2026 | 16 |
| 5519 | Pinnacle Bancorp, Inc. | $339M | Q1 2026 | 4/22/2026 | 885 |
| 5520 | Core Alternative Capital | $339M | Q1 2026 | 4/30/2026 | 205 |
| 5521 | Concentrum Wealth Management | $339M | Q1 2026 | 5/4/2026 | 111 |
| 5522 | Hibernia Wealth Partners, LLC | $338M | Q1 2026 | 5/4/2026 | 122 |
| 5523 | Solitude Financial Services | $338M | Q1 2026 | 4/16/2026 | 39 |
| 5524 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | $338M | Q1 2026 | 5/15/2026 | 9 |
| 5525 | Red Rocks Capital LLC | $338M | Q1 2014 | 5/15/2014 | 8 |
| 5526 | Gilliland Jeter Wealth Management LLC | $338M | Q1 2026 | 4/24/2026 | 184 |
| 5527 | Murphy Michael R | $338M | Q1 2014 | 5/14/2014 | 21 |
| 5528 | ACG Wealth | $337M | Q1 2014 | 4/25/2014 | 183 |
| 5529 | NKCFO LLC | $337M | Q1 2026 | 5/11/2026 | 106 |
| 5530 | WIM INVESTMENT MANAGEMENT Ltd | $337M | Q1 2026 | 5/11/2026 | 20 |
| 5531 | Sterling Financial Planning, Inc. | $337M | Q1 2026 | 5/6/2026 | 117 |
| 5532 | SHAYNE & JACOBS, LLC | $337M | Q2 2026 | 7/7/2026 | 101 |
| 5533 | Freedom Investment Management, Inc. | $337M | Q1 2026 | 4/22/2026 | 106 |
| 5534 | Shoker Investment Counsel, Inc. | $337M | Q1 2026 | 5/11/2026 | 109 |
| 5535 | Schiavi & Co LLC | $337M | Q1 2026 | 5/11/2026 | 51 |
| 5536 | BFI Infinity Ltd. | $337M | Q2 2026 | 7/10/2026 | 64 |
| 5537 | NATIONAL MUTUAL FUNDS MANAGEMENT LTD | $337M | Q1 2026 | 5/14/2026 | 1 |
| 5538 | Team Hewins, LLC | $337M | Q1 2026 | 4/30/2026 | 41 |
| 5539 | Standard General L.P. | $336M | Q1 2026 | 5/15/2026 | 2 |
| 5540 | WT Wealth Management | $336M | Q1 2026 | 4/21/2026 | 138 |
| 5541 | Roth Financial Partners LLC | $336M | Q2 2026 | 7/14/2026 | 33 |
| 5542 | Leeward Financial Partners, LLC | $336M | Q1 2026 | 4/20/2026 | 97 |
| 5543 | Sanofi | $336M | Q1 2026 | 5/7/2026 | 9 |
| 5544 | Oldfather Financial Services, LLC | $336M | Q4 2025 | 1/16/2026 | 98 |
| 5545 | ADIRONDACK TRUST CO | $336M | Q2 2026 | 7/16/2026 | 558 |
| 5546 | Haverford Financial Services, Inc. | $336M | Q1 2026 | 5/11/2026 | 46 |
| 5547 | Passive Capital Management, LLC. | $335M | Q1 2026 | 5/14/2026 | 104 |
| 5548 | VSM Wealth Advisory, LLC | $335M | Q1 2026 | 5/5/2026 | 505 |
| 5549 | SEAVIEW INVESTMENT MANAGERS LLC | $335M | Q2 2026 | 7/14/2026 | 93 |
| 5550 | Red Wave Investments LLC | $335M | Q1 2026 | 5/8/2026 | 112 |
| 5551 | Arkfeld Wealth Strategies, L.L.C. | $334M | Q2 2026 | 7/10/2026 | 119 |
| 5552 | Hobbs Group Advisors, LLC | $334M | Q1 2026 | 5/20/2026 | 160 |
| 5553 | Montanaro Asset Management Ltd | $334M | Q1 2026 | 5/11/2026 | 42 |
| 5554 | Pine Harbor Wealth Management, LLC | $334M | Q1 2026 | 4/28/2026 | 102 |
| 5555 | FIDUCIARY TRUST INTERNATIONAL LLC | $334M | Q2 2014 | 7/14/2014 | 121 |
| 5556 | Prudent Man Advisors, LLC | $334M | Q1 2026 | 5/8/2026 | 134 |
| 5557 | Henry James International Management Inc. | $334M | Q2 2026 | 7/9/2026 | 91 |
| 5558 | ELEVATION WEALTH PARTNERS, LLC | $334M | Q2 2026 | 7/7/2026 | 1,305 |
| 5559 | AT Bancorp | $334M | Q2 2014 | 8/6/2014 | 191 |
| 5560 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $334M | Q1 2026 | 4/21/2026 | 83 |
| 5561 | Atlas Wealth LLC | $334M | Q1 2026 | 5/13/2026 | 115 |
| 5562 | Tilson Financial Group, Inc. | $333M | Q1 2026 | 4/29/2026 | 79 |
| 5563 | Wealth High Governance Capital Ltda | $333M | Q1 2026 | 6/18/2026 | 46 |
| 5564 | Westend Capital Management, LLC | $333M | Q1 2026 | 4/14/2026 | 254 |
| 5565 | Family Legacy, Inc. | $333M | Q1 2026 | 5/12/2026 | 124 |
| 5566 | BAKER BOYER NATIONAL BANK | $333M | Q1 2026 | 4/27/2026 | 91 |
| 5567 | HARBOR ADVISORY CORP /MA/ | $333M | Q1 2026 | 5/7/2026 | 79 |
| 5568 | LODESTAR INVESTMENT COUNSEL LLC/IL | $333M | Q2 2014 | 7/2/2014 | 116 |
| 5569 | MSA Advisors, LLC | $333M | Q1 2026 | 5/15/2026 | 50 |
| 5570 | MADDEN SECURITIES Corp | $333M | Q1 2026 | 5/5/2026 | 113 |
| 5571 | KEMPER Corp | $332M | Q1 2014 | 5/12/2014 | 59 |
| 5572 | Canopy Partners, LLC | $332M | Q2 2026 | 7/22/2026 | 256 |
| 5573 | LFL Advisers, LLC | $332M | Q1 2026 | 5/13/2026 | 9 |
| 5574 | Rench Wealth Management, Inc. | $332M | Q1 2026 | 5/14/2026 | 62 |
| 5575 | Corsair Capital LLC | $332M | Q1 2014 | 5/14/2014 | 3 |
| 5576 | IAMS WEALTH MANAGEMENT, LLC | $332M | Q2 2026 | 7/16/2026 | 190 |
| 5577 | PURE PORTFOLIOS HOLDINGS LLC | $332M | Q4 2025 | 1/30/2026 | 104 |
| 5578 | Prodigy Asset Management LLC | $332M | Q2 2026 | 7/7/2026 | 29 |
| 5579 | Monolith Management Ltd | $332M | Q1 2026 | 5/14/2026 | 33 |
| 5580 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | $332M | Q2 2014 | 7/18/2014 | 74 |
| 5581 | Juniper Capital Advisors, L.P. | $332M | Q1 2026 | 5/15/2026 | 2 |
| 5582 | Knuff & Co LLC | $332M | Q1 2026 | 5/11/2026 | 134 |
| 5583 | 360 Financial, Inc. | $332M | Q1 2026 | 5/7/2026 | 80 |
| 5584 | EDENTREE ASSET MANAGEMENT Ltd | $332M | Q1 2026 | 5/14/2026 | 65 |
| 5585 | Crestview Partners IV GP, L.P. | $332M | Q1 2026 | 5/14/2026 | 2 |
| 5586 | PL Capital Advisors, LLC | $332M | Q1 2026 | 5/7/2026 | 30 |
| 5587 | Pacifica Partners Inc. | $332M | Q2 2026 | 7/13/2026 | 424 |
| 5588 | Greenfield Seitz Capital Management, LLC | $332M | Q1 2026 | 4/24/2026 | 111 |
| 5589 | Foundation Wealth Management, LLC\PA | $331M | Q2 2026 | 7/21/2026 | 105 |
| 5590 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | $331M | Q1 2014 | 5/13/2014 | 163 |
| 5591 | TD Ameritrade Trust Co | $331M | Q1 2014 | 5/13/2014 | 45 |
| 5592 | FLAGSTAR SECURITIES, INC | $331M | Q2 2026 | 7/15/2026 | 177 |
| 5593 | Fiduciary Planning LLC | $331M | Q1 2026 | 4/27/2026 | 76 |
| 5594 | Hidden Lake Asset Management LP | $331M | Q1 2026 | 5/13/2026 | 28 |
| 5595 | Reliant Wealth Planning | $331M | Q1 2026 | 5/15/2026 | 51 |
| 5596 | Provident Wealth Management, LLC | $331M | Q1 2026 | 4/17/2026 | 134 |
| 5597 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $331M | Q1 2026 | 4/28/2026 | 183 |
| 5598 | Payne Capital Management, LLC | $331M | Q1 2026 | 5/8/2026 | 79 |
| 5599 | Napier Park Global Capital (US) LP | $330M | Q1 2014 | 5/13/2014 | 41 |
| 5600 | Next Capital Management LLC | $330M | Q1 2026 | 5/7/2026 | 134 |