Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5401 | Main Street Group, LTD | $340M | Q1 2026 | 5/6/2026 | 867 |
| 5402 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $340M | Q1 2026 | 4/30/2026 | 136 |
| 5403 | OFS Enterprise LLC | $340M | Q1 2026 | 4/9/2026 | 94 |
| 5404 | Kidder Stephen W | $340M | Q1 2026 | 5/8/2026 | 93 |
| 5405 | SWEENEY & MICHEL, LLC | $340M | Q1 2026 | 4/16/2026 | 145 |
| 5406 | First International Bank of Israel Ltd. | $340M | Q1 2026 | 5/14/2026 | 59 |
| 5407 | Bell Asset Management Ltd | $340M | Q1 2026 | 4/29/2026 | 61 |
| 5408 | MIO Partners, Inc. | $340M | Q1 2026 | 4/28/2026 | 6 |
| 5409 | Neumann Capital Management, LLC | $340M | Q1 2026 | 4/13/2026 | 102 |
| 5410 | Jackson Creek Investment Advisors LLC | $340M | Q1 2026 | 5/5/2026 | 293 |
| 5411 | Sophron Capital Management L.P. | $339M | Q1 2026 | 5/15/2026 | 41 |
| 5412 | Myriad Asset Management Advisors LLC | $339M | Q1 2026 | 4/30/2026 | 47 |
| 5413 | Verger Capital Management LLC | $339M | Q1 2026 | 5/13/2026 | 13 |
| 5414 | PATRIOT FINANCIAL PARTNERS GP, LP | $339M | Q2 2014 | 8/6/2014 | 18 |
| 5415 | Vanguard Investments Australia, Ltd. | $339M | Q1 2026 | 5/15/2026 | 37 |
| 5416 | Whitefort Capital Management, LP | $339M | Q1 2026 | 5/15/2026 | 20 |
| 5417 | BRILLIANCE ASSET MANAGEMENT LTD | $339M | Q1 2026 | 5/11/2026 | 16 |
| 5418 | Pinnacle Bancorp, Inc. | $339M | Q1 2026 | 4/22/2026 | 885 |
| 5419 | Core Alternative Capital | $339M | Q1 2026 | 4/30/2026 | 205 |
| 5420 | Concentrum Wealth Management | $339M | Q1 2026 | 5/4/2026 | 111 |
| 5421 | Silverleafe Capital Partners, LLC | $339M | Q1 2026 | 4/2/2026 | 103 |
| 5422 | PENOBSCOT WEALTH MANAGEMENT | $338M | Q1 2026 | 4/20/2026 | 107 |
| 5423 | Hibernia Wealth Partners, LLC | $338M | Q1 2026 | 5/4/2026 | 122 |
| 5424 | Solitude Financial Services | $338M | Q1 2026 | 4/16/2026 | 39 |
| 5425 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | $338M | Q1 2026 | 5/15/2026 | 9 |
| 5426 | Cabot-Wellington, LLC | $338M | Q1 2026 | 5/6/2026 | 5 |
| 5427 | Red Rocks Capital LLC | $338M | Q1 2014 | 5/15/2014 | 8 |
| 5428 | Gilliland Jeter Wealth Management LLC | $338M | Q1 2026 | 4/24/2026 | 184 |
| 5429 | Murphy Michael R | $338M | Q1 2014 | 5/14/2014 | 21 |
| 5430 | Selective Wealth Management, Inc. | $338M | Q1 2026 | 4/30/2026 | 120 |
| 5431 | ACG Wealth | $337M | Q1 2014 | 4/25/2014 | 183 |
| 5432 | NKCFO LLC | $337M | Q1 2026 | 5/11/2026 | 106 |
| 5433 | WIM INVESTMENT MANAGEMENT Ltd | $337M | Q1 2026 | 5/11/2026 | 20 |
| 5434 | Sterling Financial Planning, Inc. | $337M | Q1 2026 | 5/6/2026 | 117 |
| 5435 | Freedom Investment Management, Inc. | $337M | Q1 2026 | 4/22/2026 | 106 |
| 5436 | Shoker Investment Counsel, Inc. | $337M | Q1 2026 | 5/11/2026 | 109 |
| 5437 | Schiavi & Co LLC | $337M | Q1 2026 | 5/11/2026 | 51 |
| 5438 | Independent Wealth Network Inc. | $337M | Q1 2026 | 4/20/2026 | 301 |
| 5439 | Comprehensive Financial Consultants Institutional, Inc. | $337M | Q1 2026 | 5/8/2026 | 193 |
| 5440 | NATIONAL MUTUAL FUNDS MANAGEMENT LTD | $337M | Q1 2026 | 5/14/2026 | 1 |
| 5441 | Team Hewins, LLC | $337M | Q1 2026 | 4/30/2026 | 41 |
| 5442 | Standard General L.P. | $336M | Q1 2026 | 5/15/2026 | 2 |
| 5443 | WT Wealth Management | $336M | Q1 2026 | 4/21/2026 | 138 |
| 5444 | Leeward Financial Partners, LLC | $336M | Q1 2026 | 4/20/2026 | 97 |
| 5445 | Sanofi | $336M | Q1 2026 | 5/7/2026 | 9 |
| 5446 | Oldfather Financial Services, LLC | $336M | Q4 2025 | 1/16/2026 | 98 |
| 5447 | Haverford Financial Services, Inc. | $336M | Q1 2026 | 5/11/2026 | 46 |
| 5448 | Kooman & Associates | $335M | Q1 2026 | 4/21/2026 | 50 |
| 5449 | Hudson Value Partners, LLC | $335M | Q1 2026 | 4/14/2026 | 101 |
| 5450 | LifeWealth Investments, LLC | $335M | Q1 2026 | 4/20/2026 | 141 |
| 5451 | Passive Capital Management, LLC. | $335M | Q1 2026 | 5/14/2026 | 104 |
| 5452 | VSM Wealth Advisory, LLC | $335M | Q1 2026 | 5/5/2026 | 505 |
| 5453 | Red Wave Investments LLC | $335M | Q1 2026 | 5/8/2026 | 112 |
| 5454 | PRIVATE CLIENT SERVICES, LLC | $334M | Q1 2026 | 4/6/2026 | 208 |
| 5455 | PARUS FINANCE (UK) Ltd | $334M | Q1 2026 | 5/12/2026 | 37 |
| 5456 | Hobbs Group Advisors, LLC | $334M | Q1 2026 | 5/20/2026 | 160 |
| 5457 | Baron Wealth Management LLC | $334M | Q1 2026 | 4/16/2026 | 279 |
| 5458 | Montanaro Asset Management Ltd | $334M | Q1 2026 | 5/11/2026 | 42 |
| 5459 | Pine Harbor Wealth Management, LLC | $334M | Q1 2026 | 4/28/2026 | 102 |
| 5460 | CLARIS ADVISORS, LLC / MO / | $334M | Q1 2026 | 4/10/2026 | 70 |
| 5461 | Martin Investment Management, LLC | $334M | Q1 2026 | 5/13/2026 | 46 |
| 5462 | FIDUCIARY TRUST INTERNATIONAL LLC | $334M | Q2 2014 | 7/14/2014 | 121 |
| 5463 | Sandy Cove Advisors, LLC | $334M | Q1 2026 | 5/5/2026 | 144 |
| 5464 | Prudent Man Advisors, LLC | $334M | Q1 2026 | 5/8/2026 | 134 |
| 5465 | AT Bancorp | $334M | Q2 2014 | 8/6/2014 | 191 |
| 5466 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $334M | Q1 2026 | 4/21/2026 | 83 |
| 5467 | Atlas Wealth LLC | $334M | Q1 2026 | 5/13/2026 | 115 |
| 5468 | Tilson Financial Group, Inc. | $333M | Q1 2026 | 4/29/2026 | 79 |
| 5469 | Hoxton Planning & Management, LLC | $333M | Q1 2026 | 4/20/2026 | 216 |
| 5470 | Independence Financial Advisors, LLC | $333M | Q1 2026 | 4/15/2026 | 51 |
| 5471 | Aurdan Capital Management, LLC | $333M | Q1 2026 | 4/21/2026 | 88 |
| 5472 | Westend Capital Management, LLC | $333M | Q1 2026 | 4/14/2026 | 254 |
| 5473 | Family Legacy, Inc. | $333M | Q1 2026 | 5/12/2026 | 124 |
| 5474 | BAKER BOYER NATIONAL BANK | $333M | Q1 2026 | 4/27/2026 | 91 |
| 5475 | HARBOR ADVISORY CORP /MA/ | $333M | Q1 2026 | 5/7/2026 | 79 |
| 5476 | McCollum Christoferson Group LLC | $333M | Q1 2026 | 4/10/2026 | 77 |
| 5477 | LODESTAR INVESTMENT COUNSEL LLC/IL | $333M | Q2 2014 | 7/2/2014 | 116 |
| 5478 | MSA Advisors, LLC | $333M | Q1 2026 | 5/15/2026 | 50 |
| 5479 | Bear Mountain Capital, Inc. | $333M | Q1 2026 | 5/12/2026 | 198 |
| 5480 | MADDEN SECURITIES Corp | $333M | Q1 2026 | 5/5/2026 | 113 |
| 5481 | Sara-Bay Financial | $333M | Q1 2026 | 4/17/2026 | 81 |
| 5482 | KEMPER Corp | $332M | Q1 2014 | 5/12/2014 | 59 |
| 5483 | LFL Advisers, LLC | $332M | Q1 2026 | 5/13/2026 | 9 |
| 5484 | Rench Wealth Management, Inc. | $332M | Q1 2026 | 5/14/2026 | 62 |
| 5485 | Corsair Capital LLC | $332M | Q1 2014 | 5/14/2014 | 3 |
| 5486 | Atlas Brown,Inc. | $332M | Q1 2026 | 4/17/2026 | 226 |
| 5487 | PURE PORTFOLIOS HOLDINGS LLC | $332M | Q4 2025 | 1/30/2026 | 104 |
| 5488 | Monolith Management Ltd | $332M | Q1 2026 | 5/14/2026 | 33 |
| 5489 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | $332M | Q2 2014 | 7/18/2014 | 74 |
| 5490 | Juniper Capital Advisors, L.P. | $332M | Q1 2026 | 5/15/2026 | 2 |
| 5491 | Knuff & Co LLC | $332M | Q1 2026 | 5/11/2026 | 134 |
| 5492 | 360 Financial, Inc. | $332M | Q1 2026 | 5/7/2026 | 80 |
| 5493 | EDENTREE ASSET MANAGEMENT Ltd | $332M | Q1 2026 | 5/14/2026 | 65 |
| 5494 | Crestview Partners IV GP, L.P. | $332M | Q1 2026 | 5/14/2026 | 2 |
| 5495 | PL Capital Advisors, LLC | $332M | Q1 2026 | 5/7/2026 | 30 |
| 5496 | Greenfield Seitz Capital Management, LLC | $332M | Q1 2026 | 4/24/2026 | 111 |
| 5497 | Snider Financial Group | $331M | Q1 2026 | 4/15/2026 | 102 |
| 5498 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | $331M | Q1 2014 | 5/13/2014 | 163 |
| 5499 | TD Ameritrade Trust Co | $331M | Q1 2014 | 5/13/2014 | 45 |
| 5500 | Fiduciary Planning LLC | $331M | Q1 2026 | 4/27/2026 | 76 |
| 5501 | QUATTRO FINANCIAL ADVISORS LLC | $331M | Q1 2026 | 4/22/2026 | 91 |
| 5502 | Hidden Lake Asset Management LP | $331M | Q1 2026 | 5/13/2026 | 28 |
| 5503 | Reliant Wealth Planning | $331M | Q1 2026 | 5/15/2026 | 51 |
| 5504 | Impact Capital Partners LLC | $331M | Q1 2026 | 4/10/2026 | 276 |
| 5505 | Provident Wealth Management, LLC | $331M | Q1 2026 | 4/17/2026 | 134 |
| 5506 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $331M | Q1 2026 | 4/28/2026 | 183 |
| 5507 | Payne Capital Management, LLC | $331M | Q1 2026 | 5/8/2026 | 79 |
| 5508 | Napier Park Global Capital (US) LP | $330M | Q1 2014 | 5/13/2014 | 41 |
| 5509 | HT Partners LLC | $330M | Q1 2026 | 4/10/2026 | 55 |
| 5510 | Next Capital Management LLC | $330M | Q1 2026 | 5/7/2026 | 134 |
| 5511 | Saiers Capital, LLC | $330M | Q2 2014 | 8/11/2014 | 231 |
| 5512 | Maniro Ltd | $330M | Q1 2026 | 5/15/2026 | 25 |
| 5513 | Aspiring Ventures, LLC | $330M | Q1 2026 | 5/5/2026 | 92 |
| 5514 | Guardian Wealth Management, LLC | $330M | Q1 2026 | 4/23/2026 | 30 |
| 5515 | Blueshift Asset Management, LLC | $330M | Q1 2026 | 5/14/2026 | 484 |
| 5516 | ANCHYRA PARTNERS LLC | $330M | Q1 2026 | 4/17/2026 | 275 |
| 5517 | Kentucky Farm Bureau Mutual Insurance Co | $329M | Q1 2026 | 5/15/2026 | 65 |
| 5518 | QUENTEC ASSET MANAGEMENT LLC | $329M | Q1 2014 | 5/15/2014 | 46 |
| 5519 | CLIENT 1ST ADVISORY GROUP, LLC | $329M | Q1 2026 | 4/15/2026 | 141 |
| 5520 | BCS Private Wealth Management, Inc. | $329M | Q1 2026 | 4/21/2026 | 186 |
| 5521 | Spruce Investment Advisors LLC | $329M | Q2 2014 | 8/6/2014 | 20 |
| 5522 | Sensible Money, LLC | $329M | Q1 2026 | 4/21/2026 | 86 |
| 5523 | GRAYBILL WEALTH MANAGEMENT, LTD. | $328M | Q1 2026 | 5/13/2026 | 83 |
| 5524 | CJM Wealth Advisers, Ltd. | $328M | Q1 2026 | 4/13/2026 | 72 |
| 5525 | Ferguson Shapiro LLC | $328M | Q1 2026 | 4/23/2026 | 84 |
| 5526 | METROPOLITAN LIFE INSURANCE CO/NY | $328M | Q1 2026 | 5/14/2026 | 11 |
| 5527 | B.O.S.S. Retirement Advisors, LLC | $328M | Q1 2026 | 4/28/2026 | 174 |
| 5528 | KING STREET CAPITAL MANAGEMENT, L.P. | $328M | Q1 2026 | 5/15/2026 | 11 |
| 5529 | Bastion Asset Management Inc. | $328M | Q1 2026 | 5/5/2026 | 65 |
| 5530 | Your Advocates Ltd., LLP | $328M | Q1 2026 | 4/29/2026 | 233 |
| 5531 | Aft, Forsyth & Sober, LLC | $328M | Q1 2026 | 5/14/2026 | 62 |
| 5532 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | $328M | Q2 2014 | 8/7/2014 | 110 |
| 5533 | WealthBridge Investment Counsel Inc. | $328M | Q1 2026 | 4/8/2026 | 42 |
| 5534 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $327M | Q1 2026 | 5/11/2026 | 26 |
| 5535 | Seawolf Capital, LLC | $327M | Q1 2014 | 5/14/2014 | 39 |
| 5536 | Stiles Financial Services Inc | $327M | Q1 2026 | 4/30/2026 | 177 |
| 5537 | HARMONY ASSET MANAGEMENT LLC | $327M | Q1 2026 | 5/5/2026 | 195 |
| 5538 | Menlo Ventures Management, L.P. | $327M | Q1 2026 | 5/15/2026 | 3 |
| 5539 | WEST FACE CAPITAL INC. | $327M | Q1 2014 | 5/15/2014 | 4 |
| 5540 | Aspen Investment Management Inc | $327M | Q1 2026 | 4/15/2026 | 171 |
| 5541 | JCIC Asset Management Inc. | $326M | Q1 2026 | 4/13/2026 | 113 |
| 5542 | RESTON WEALTH MANAGEMENT LLC | $326M | Q1 2026 | 4/13/2026 | 62 |
| 5543 | J. H. Whitney Equity Partners VI, LLC | $326M | Q1 2026 | 5/12/2026 | 1 |
| 5544 | Investor's Fiduciary Advisor Network, LLC | $326M | Q1 2026 | 5/12/2026 | 270 |
| 5545 | Verde Servicos Internacionais S.A. | $326M | Q1 2026 | 4/17/2026 | 50 |
| 5546 | BOONE CAPITAL MANAGEMENT LLC | $326M | Q1 2026 | 5/15/2026 | 13 |
| 5547 | Alpha Financial Advisors, LLC | $326M | Q1 2026 | 5/11/2026 | 62 |
| 5548 | Core Wealth Management, Inc. | $326M | Q1 2026 | 4/28/2026 | 40 |
| 5549 | ER Collective Holdings, LLC | $326M | Q1 2026 | 5/15/2026 | 1 |
| 5550 | DG Capital Management, LLC | $326M | Q1 2026 | 5/12/2026 | 25 |
| 5551 | Veery Capital, LLC | $326M | Q1 2026 | 4/9/2026 | 96 |
| 5552 | SIMMONS FIRST TRUST CO NA | $326M | Q2 2014 | 7/31/2014 | 128 |
| 5553 | Somerset Trust Co | $326M | Q1 2026 | 4/2/2026 | 174 |
| 5554 | Ceeto Capital Group, LLC | $326M | Q1 2026 | 5/14/2026 | 164 |
| 5555 | NORTHSTAR ASSET MANAGEMENT INC | $326M | Q1 2026 | 5/13/2026 | 86 |
| 5556 | TFR Capital, LLC. | $326M | Q1 2026 | 5/4/2026 | 163 |
| 5557 | Congress Park Capital LLC | $326M | Q1 2026 | 4/14/2026 | 131 |
| 5558 | Chesapeake Wealth Management | $326M | Q1 2026 | 5/18/2026 | 159 |
| 5559 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $326M | Q1 2026 | 4/27/2026 | 390 |
| 5560 | Sage Financial Management Group, Inc. | $325M | Q1 2026 | 4/21/2026 | 57 |
| 5561 | Morling Financial Advisors, LLC | $325M | Q1 2026 | 5/6/2026 | 108 |
| 5562 | Knox Lane LP | $325M | Q1 2026 | 5/15/2026 | 1 |
| 5563 | Emery Howard Portfolio Management, Inc. | $325M | Q2 2014 | 8/7/2014 | 28 |
| 5564 | DSC Meridian Capital LP | $325M | Q1 2026 | 5/15/2026 | 18 |
| 5565 | Wellington Grp LLC | $325M | Q1 2026 | 5/22/2026 | 394 |
| 5566 | Taylor Hoffman Capital Management LLC | $325M | Q1 2026 | 5/12/2026 | 116 |
| 5567 | 25 LLC | $324M | Q1 2026 | 4/20/2026 | 69 |
| 5568 | ONE Advisory Partners, LLC | $324M | Q1 2026 | 4/13/2026 | 72 |
| 5569 | Grey Rock Energy Management, LLC | $324M | Q1 2026 | 5/5/2026 | 1 |
| 5570 | Athos Capital Ltd | $324M | Q1 2026 | 5/12/2026 | 44 |
| 5571 | Indiana Trust & Investment Management Co | $324M | Q1 2026 | 4/28/2026 | 486 |
| 5572 | Quantum Private Wealth, LLC | $324M | Q1 2026 | 4/27/2026 | 165 |
| 5573 | CHERRYDALE WEALTH MANAGEMENT, LLC | $324M | Q1 2026 | 4/20/2026 | 77 |
| 5574 | FOCUSED ALPHA, LLC | $324M | Q1 2026 | 5/12/2026 | 247 |
| 5575 | AIMZ Investment Advisors, LLC | $324M | Q1 2026 | 5/15/2026 | 139 |
| 5576 | SHAYNE & JACOBS, LLC | $324M | Q1 2026 | 4/28/2026 | 94 |
| 5577 | BANK OF STOCKTON | $323M | Q1 2026 | 4/29/2026 | 133 |
| 5578 | UNIVERSITY OF CHICAGO | $323M | Q1 2026 | 5/7/2026 | 13 |
| 5579 | Bayberry Capital Partners LP | $323M | Q1 2026 | 5/15/2026 | 30 |
| 5580 | Wealth Advisors of Iowa, LLC | $323M | Q1 2026 | 5/13/2026 | 87 |
| 5581 | Commonwealth Retirement Investments LLC | $323M | Q1 2026 | 5/11/2026 | 122 |
| 5582 | Gold Investment Management Ltd. | $323M | Q1 2026 | 4/22/2026 | 201 |
| 5583 | Tikvah Management LLC | $323M | Q1 2026 | 5/14/2026 | 21 |
| 5584 | Shamrock Asset Management LLC | $322M | Q2 2014 | 8/4/2014 | 298 |
| 5585 | DORVAL Corp | $322M | Q1 2026 | 4/22/2026 | 45 |
| 5586 | Bluescape Energy Partners LLC | $322M | Q1 2026 | 5/15/2026 | 5 |
| 5587 | Whelan Financial | $322M | Q1 2026 | 4/24/2026 | 88 |
| 5588 | Balance Wealth, LLC | $322M | Q1 2026 | 4/20/2026 | 149 |
| 5589 | Glassy Mountain Advisors, Inc. | $322M | Q1 2026 | 5/8/2026 | 77 |
| 5590 | Santori & Peters, Inc. | $321M | Q1 2026 | 5/7/2026 | 79 |
| 5591 | Hixon Zuercher, LLC | $321M | Q1 2026 | 4/20/2026 | 85 |
| 5592 | Edenbrook Capital, LLC | $321M | Q1 2026 | 5/14/2026 | 14 |
| 5593 | Darwin Wealth Management, LLC | $321M | Q1 2026 | 5/1/2026 | 604 |
| 5594 | FINANCIAL LIFE ADVISORS | $321M | Q1 2026 | 4/29/2026 | 52 |
| 5595 | WATERSHED PRIVATE WEALTH LLC | $321M | Q1 2026 | 4/17/2026 | 111 |
| 5596 | Windmill Hill Asset Management Ltd | $321M | Q1 2026 | 5/6/2026 | 23 |
| 5597 | BRADY FAMILY WEALTH, LLC | $321M | Q1 2026 | 4/8/2026 | 110 |
| 5598 | Samsung Asset Management (New York), Inc. | $321M | Q2 2014 | 8/8/2014 | 76 |
| 5599 | Strategic Capital Group LLC | $321M | Q2 2014 | 7/14/2014 | 263 |
| 5600 | HAMILTON CAPITAL PARTNERS, LLC | $320M | Q1 2026 | 4/17/2026 | 30 |