Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5401 | Independence Financial Advisors, LLC | $386M | Q2 2026 | 7/9/2026 | 55 |
| 5402 | Capital Innovations LLC | $385M | Q2 2026 | 8/11/2026 | 51 |
| 5403 | United Airlines Holdings, Inc. | $385M | Q2 2026 | 8/14/2026 | 4 |
| 5404 | VectorGlobal IAG, Inc. | $385M | Q1 2026 | 6/30/2026 | 134 |
| 5405 | Seneca Financial Advisors LLC | $385M | Q2 2026 | 7/27/2026 | 66 |
| 5406 | Cutler Capital Management, LLC | $385M | Q2 2026 | 8/14/2026 | 124 |
| 5407 | Windsor Capital Management, LLC | $385M | Q2 2026 | 7/8/2026 | 127 |
| 5408 | Pinnacle Bancorp, Inc. | $384M | Q2 2026 | 7/28/2026 | 921 |
| 5409 | JUNCTURE WEALTH STRATEGIES, LLC | $384M | Q2 2026 | 7/9/2026 | 179 |
| 5410 | RIVER GLOBAL INVESTORS LLP | $384M | Q2 2014 | 7/21/2014 | 61 |
| 5411 | REIK & CO., LLC | $384M | Q2 2026 | 8/10/2026 | 60 |
| 5412 | Independence Asset Advisors, LLC | $384M | Q2 2026 | 7/15/2026 | 25 |
| 5413 | CLIENT 1ST ADVISORY GROUP, LLC | $384M | Q2 2026 | 7/13/2026 | 144 |
| 5414 | GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | $384M | Q1 2014 | 5/15/2014 | 190 |
| 5415 | Schusterman Interests, LLC | $383M | Q2 2026 | 8/14/2026 | 9 |
| 5416 | Sand Grove Capital Management LLP | $383M | Q2 2026 | 8/14/2026 | 14 |
| 5417 | Hoxton Planning & Management, LLC | $383M | Q2 2026 | 7/16/2026 | 227 |
| 5418 | PARUS FINANCE (UK) Ltd | $383M | Q2 2026 | 7/21/2026 | 37 |
| 5419 | Meru Capital Group, LP | $383M | Q1 2014 | 5/15/2014 | 47 |
| 5420 | Paragon Private Wealth Management, LLC | $383M | Q2 2026 | 7/28/2026 | 226 |
| 5421 | CLARIS ADVISORS, LLC / MO / | $383M | Q2 2026 | 7/21/2026 | 74 |
| 5422 | RV Capital AG | $383M | Q2 2026 | 8/14/2026 | 13 |
| 5423 | Vectors Research Management, LLC | $383M | Q2 2026 | 7/29/2026 | 148 |
| 5424 | EnCap Partners GP, LLC | $383M | Q4 2025 | 2/17/2026 | 2 |
| 5425 | FINANCIAL ADVISORY PARTNERS, LLC | $383M | Q2 2026 | 7/20/2026 | 74 |
| 5426 | CONGRUENCE CAPITAL, LLC | $383M | Q2 2026 | 8/13/2026 | 28 |
| 5427 | Schorn Wealth LLC | $382M | Q2 2026 | 7/31/2026 | 80 |
| 5428 | Alpha Financial Advisors, LLC | $382M | Q2 2026 | 8/13/2026 | 114 |
| 5429 | CHERRYDALE WEALTH MANAGEMENT, LLC | $382M | Q2 2026 | 7/13/2026 | 84 |
| 5430 | Cosmic Management, LLC | $382M | Q2 2026 | 8/13/2026 | 5 |
| 5431 | NEWGATE CAPITAL MANAGEMENT LLC | $382M | Q2 2014 | 8/8/2014 | 106 |
| 5432 | Gilliland Jeter Wealth Management LLC | $382M | Q2 2026 | 7/29/2026 | 195 |
| 5433 | Monarch Partners Asset Management LLC | $382M | Q2 2014 | 8/6/2014 | 120 |
| 5434 | Kelso & Company, L.P. | $382M | Q2 2014 | 7/8/2014 | 1 |
| 5435 | Argentus Capital Management, LLC | $381M | Q2 2014 | 7/21/2014 | 220 |
| 5436 | PRIVATE CLIENT SERVICES, LLC | $381M | Q2 2026 | 7/6/2026 | 229 |
| 5437 | TELEMUS CAPITAL, LLC | $381M | Q2 2014 | 8/5/2014 | 133 |
| 5438 | Selective Wealth Management, Inc. | $381M | Q2 2026 | 7/20/2026 | 136 |
| 5439 | NORTHCAPE WEALTH MANAGEMENT, LLC | $381M | Q2 2026 | 8/10/2026 | 144 |
| 5440 | Leeward Financial Partners, LLC | $381M | Q2 2026 | 8/6/2026 | 108 |
| 5441 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $381M | Q2 2026 | 7/28/2026 | 32 |
| 5442 | CJM Wealth Advisers, Ltd. | $381M | Q2 2026 | 7/17/2026 | 78 |
| 5443 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $381M | Q2 2026 | 7/30/2026 | 27 |
| 5444 | SWEENEY & MICHEL, LLC | $381M | Q2 2026 | 8/10/2026 | 164 |
| 5445 | Whetstone Capital Advisors, LLC | $380M | Q2 2026 | 8/14/2026 | 68 |
| 5446 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $380M | Q4 2025 | 8/14/2026 | 1 |
| 5447 | Briaud Financial Planning Inc | $380M | Q2 2026 | 7/30/2026 | 42 |
| 5448 | Hobbs Group Advisors, LLC | $380M | Q2 2026 | 8/13/2026 | 164 |
| 5449 | Advanced Asset Management Advisors Inc | $380M | Q2 2026 | 7/16/2026 | 85 |
| 5450 | Financial Insights, Inc. | $380M | Q2 2026 | 8/25/2026 | 147 |
| 5451 | Corre Partners Management, LLC | $380M | Q2 2026 | 8/13/2026 | 4 |
| 5452 | ShankerValleau Wealth Advisors, Inc. | $380M | Q2 2026 | 7/9/2026 | 40 |
| 5453 | Bridgefront Capital, LLC | $380M | Q2 2026 | 8/14/2026 | 486 |
| 5454 | Cabot-Wellington, LLC | $380M | Q2 2026 | 7/15/2026 | 5 |
| 5455 | Courage Miller Partners, LLC | $379M | Q2 2026 | 7/23/2026 | 87 |
| 5456 | S.E.E.D. Planning Group LLC | $379M | Q2 2026 | 8/4/2026 | 88 |
| 5457 | Schiavi & Co LLC | $378M | Q2 2026 | 8/10/2026 | 61 |
| 5458 | Comprehensive Financial Consultants Institutional, Inc. | $378M | Q2 2026 | 7/15/2026 | 205 |
| 5459 | Wellington Grp LLC | $378M | Q2 2026 | 8/26/2026 | 144 |
| 5460 | Bridgecreek Investment Management, LLC | $378M | Q2 2014 | 8/1/2014 | 107 |
| 5461 | SELZ CAPITAL LLC | $378M | Q2 2014 | 7/10/2014 | 55 |
| 5462 | Shakespeare Wealth Management, LLC | $378M | Q2 2026 | 7/20/2026 | 79 |
| 5463 | Juniper Investment Company, LLC | $378M | Q2 2026 | 8/14/2026 | 11 |
| 5464 | FC Advisory LLC | $378M | Q2 2026 | 7/9/2026 | 118 |
| 5465 | Argos Wealth Advisors, LLC | $378M | Q2 2026 | 8/13/2026 | 224 |
| 5466 | GILL CAPITAL PARTNERS, LLC | $378M | Q2 2026 | 8/20/2026 | 702 |
| 5467 | Sensible Money, LLC | $377M | Q2 2026 | 7/30/2026 | 101 |
| 5468 | Starr Indemnity & Liability Co | $377M | Q2 2026 | 8/11/2026 | 4 |
| 5469 | M. Kraus & Co | $377M | Q2 2026 | 7/29/2026 | 87 |
| 5470 | Nalanda India Equity Fund Ltd | $377M | Q2 2026 | 8/5/2026 | 1 |
| 5471 | HAZLETT, BURT & WATSON, INC. | $377M | Q2 2026 | 7/30/2026 | 909 |
| 5472 | ROVIN CAPITAL /UT/ /ADV | $377M | Q4 2025 | 2/9/2026 | 194 |
| 5473 | Weatherstone Capital Management | $377M | Q2 2014 | 7/29/2014 | 80 |
| 5474 | VSM Wealth Advisory, LLC | $376M | Q2 2026 | 7/22/2026 | 507 |
| 5475 | Balance Wealth Partners LLC | $376M | Q2 2026 | 7/21/2026 | 165 |
| 5476 | Kings Path Partners LLC | $376M | Q2 2026 | 7/14/2026 | 353 |
| 5477 | Harbor Island Capital LLC | $376M | Q2 2026 | 7/30/2026 | 16 |
| 5478 | Sara-Bay Financial | $375M | Q2 2026 | 7/17/2026 | 87 |
| 5479 | Geneva Partners, LLC | $375M | Q2 2026 | 8/10/2026 | 75 |
| 5480 | Payne Capital Management, LLC | $375M | Q2 2026 | 8/14/2026 | 88 |
| 5481 | Family Legacy, Inc. | $375M | Q2 2026 | 8/6/2026 | 124 |
| 5482 | CIM INVESTMENT MANAGEMENT INC | $375M | Q1 2026 | 5/19/2026 | 251 |
| 5483 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $375M | Q2 2026 | 7/27/2026 | 72 |
| 5484 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $375M | Q2 2026 | 8/13/2026 | 27 |
| 5485 | WealthBridge Investment Counsel Inc. | $375M | Q2 2026 | 7/15/2026 | 44 |
| 5486 | Bell Asset Management Ltd | $375M | Q2 2026 | 8/14/2026 | 63 |
| 5487 | LifeWealth Investments, LLC | $374M | Q2 2026 | 7/16/2026 | 136 |
| 5488 | Cape Investment Advisory, Inc. | $374M | Q2 2026 | 7/23/2026 | 1,449 |
| 5489 | MAZAMA CAPITAL MANAGEMENT INC | $374M | Q2 2014 | 7/28/2014 | 268 |
| 5490 | LFL Advisers, LLC | $374M | Q2 2026 | 8/13/2026 | 9 |
| 5491 | PENOBSCOT WEALTH MANAGEMENT | $374M | Q2 2026 | 7/16/2026 | 117 |
| 5492 | HARBOR ADVISORY CORP /MA/ | $374M | Q2 2026 | 8/13/2026 | 82 |
| 5493 | Pine Harbor Wealth Management, LLC | $373M | Q2 2026 | 8/13/2026 | 112 |
| 5494 | Friday Financial | $373M | Q2 2026 | 7/9/2026 | 108 |
| 5495 | Hutchens & Kramer Investment Management Group, LLC | $373M | Q2 2026 | 7/9/2026 | 160 |
| 5496 | 3G Capital Partners LP | $373M | Q2 2026 | 8/14/2026 | 18 |
| 5497 | Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | $373M | Q2 2026 | 7/27/2026 | 29 |
| 5498 | Omnia Family Wealth, LLC | $373M | Q2 2026 | 7/9/2026 | 103 |
| 5499 | Rench Wealth Management, Inc. | $372M | Q2 2026 | 8/14/2026 | 67 |
| 5500 | Atlas Brown,Inc. | $372M | Q2 2026 | 7/9/2026 | 237 |
| 5501 | HARMONY ASSET MANAGEMENT LLC | $372M | Q2 2026 | 7/20/2026 | 201 |
| 5502 | Kooman & Associates | $372M | Q2 2026 | 7/22/2026 | 56 |
| 5503 | Veery Capital, LLC | $372M | Q2 2026 | 7/9/2026 | 100 |
| 5504 | Lifestyle Asset Management, Inc. | $372M | Q2 2026 | 7/20/2026 | 129 |
| 5505 | Aspen Investment Management Inc | $372M | Q2 2026 | 7/17/2026 | 187 |
| 5506 | Atle Fund Management AB | $372M | Q2 2026 | 7/24/2026 | 39 |
| 5507 | Cornell Pochily Investment Advisors, Inc. | $372M | Q2 2026 | 7/15/2026 | 189 |
| 5508 | MIO Partners, Inc. | $372M | Q2 2026 | 8/5/2026 | 6 |
| 5509 | GRAYBILL WEALTH MANAGEMENT, LTD. | $372M | Q2 2026 | 8/17/2026 | 82 |
| 5510 | Strathmore Capital Advisors, Inc. | $371M | Q2 2026 | 8/10/2026 | 142 |
| 5511 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $371M | Q2 2026 | 8/7/2026 | 394 |
| 5512 | REGIMEN WEALTH, LLC | $371M | Q2 2026 | 8/5/2026 | 76 |
| 5513 | RESTON WEALTH MANAGEMENT LLC | $371M | Q2 2026 | 7/23/2026 | 65 |
| 5514 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $371M | Q2 2026 | 8/7/2026 | 544 |
| 5515 | WEALTH EFFECTS LLC | $370M | Q2 2026 | 8/6/2026 | 256 |
| 5516 | Congress Park Capital LLC | $370M | Q2 2026 | 7/14/2026 | 134 |
| 5517 | Next Capital Management LLC | $370M | Q2 2026 | 8/3/2026 | 138 |
| 5518 | Veracity Capital LLC | $370M | Q2 2026 | 7/10/2026 | 223 |
| 5519 | B.O.S.S. Retirement Advisors, LLC | $370M | Q2 2026 | 7/20/2026 | 157 |
| 5520 | Gunderson Capital Management LLC | $370M | Q2 2026 | 7/21/2026 | 52 |
| 5521 | Cypress Capital, LLC | $370M | Q2 2026 | 7/17/2026 | 113 |
| 5522 | M & L Capital Management Ltd | $370M | Q2 2026 | 7/14/2026 | 17 |
| 5523 | AYAL Capital Advisors Ltd | $370M | Q2 2026 | 8/14/2026 | 44 |
| 5524 | ROCKSHELTER CAPITAL MANAGEMENT LLC | $370M | Q1 2014 | 5/15/2014 | 31 |
| 5525 | Bruce & Co., Inc. | $369M | Q2 2026 | 8/14/2026 | 41 |
| 5526 | EVEXIA WEALTH LLC | $369M | Q2 2026 | 8/7/2026 | 77 |
| 5527 | Ceeto Capital Group, LLC | $369M | Q2 2026 | 8/14/2026 | 174 |
| 5528 | Odyssey Group, LLC | $369M | Q2 2026 | 8/14/2026 | 61 |
| 5529 | Wealth Advisors of Iowa, LLC | $369M | Q2 2026 | 7/30/2026 | 90 |
| 5530 | Alta Wealth Advisors LLC | $369M | Q2 2026 | 7/30/2026 | 170 |
| 5531 | GENERAL ELECTRIC CO | $369M | Q2 2026 | 7/23/2026 | 2 |
| 5532 | Gold Investment Management Ltd. | $369M | Q2 2026 | 8/5/2026 | 202 |
| 5533 | Joule Financial, LLC | $369M | Q2 2026 | 7/15/2026 | 116 |
| 5534 | SYMMETRY PEAK MANAGEMENT LLC | $369M | Q2 2026 | 8/14/2026 | 85 |
| 5535 | Global Financial Private Client, LLC | $369M | Q2 2026 | 7/20/2026 | 246 |
| 5536 | Commonwealth Retirement Investments LLC | $368M | Q2 2026 | 8/3/2026 | 417 |
| 5537 | Battery Management Corp. | $368M | Q2 2026 | 8/14/2026 | 5 |
| 5538 | PhiloSmith Capital Corp | $368M | Q2 2026 | 7/24/2026 | 23 |
| 5539 | Point72 Private Investments, LLC | $368M | Q2 2026 | 8/14/2026 | 1 |
| 5540 | Millstreet Capital Management LLC | $368M | Q2 2026 | 8/14/2026 | 2 |
| 5541 | Missouri Trust & Investment Co | $368M | Q2 2026 | 8/13/2026 | 146 |
| 5542 | Foundation Asset Management, LP | $368M | Q1 2014 | 5/15/2014 | 17 |
| 5543 | WESTPORT RESOURCES MANAGEMENT INC | $368M | Q2 2014 | 7/31/2014 | 1,036 |
| 5544 | Bain Capital Credit, LP | $368M | Q2 2026 | 8/14/2026 | 6 |
| 5545 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $368M | Q2 2026 | 7/24/2026 | 166 |
| 5546 | 11 Capital Partners LP | $368M | Q2 2026 | 8/14/2026 | 22 |
| 5547 | Promethos Capital, LLC | $368M | Q2 2026 | 8/12/2026 | 54 |
| 5548 | Sterling Financial Planning, Inc. | $368M | Q2 2026 | 8/11/2026 | 123 |
| 5549 | FORTRESS PRIVATE LEDGER, LLC | $368M | Q2 2026 | 8/7/2026 | 279 |
| 5550 | NEW WAVE WEALTH ADVISORS LLC | $367M | Q2 2026 | 7/23/2026 | 204 |
| 5551 | ONE Advisory Partners, LLC | $367M | Q2 2026 | 7/21/2026 | 68 |
| 5552 | Whelan Financial | $367M | Q2 2026 | 7/24/2026 | 101 |
| 5553 | TB Partners GP LTD | $367M | Q2 2014 | 7/16/2014 | 3 |
| 5554 | Running Point Capital Advisors, LLC | $367M | Q4 2025 | 2/17/2026 | 190 |
| 5555 | Storen Legacy Partners, LLC | $367M | Q2 2026 | 7/17/2026 | 116 |
| 5556 | VAN STRUM & TOWNE INC. | $367M | Q2 2026 | 7/31/2026 | 111 |
| 5557 | Silverleafe Capital Partners, LLC | $367M | Q2 2026 | 7/2/2026 | 99 |
| 5558 | First International Bank of Israel Ltd. | $367M | Q2 2026 | 8/12/2026 | 69 |
| 5559 | Impact Capital Partners LLC | $367M | Q2 2026 | 7/14/2026 | 283 |
| 5560 | Waterford Advisors, LLC | $366M | Q2 2026 | 8/14/2026 | 64 |
| 5561 | ACORN CAPITAL ADVISORS, LLC | $366M | Q2 2026 | 8/14/2026 | 20 |
| 5562 | Concord Investment Counsel Inc. | $366M | Q2 2026 | 8/11/2026 | 50 |
| 5563 | SAM Advisors, LLC | $366M | Q2 2026 | 8/13/2026 | 49 |
| 5564 | Pillsbury Lake Capital LLC | $366M | Q2 2026 | 8/14/2026 | 43 |
| 5565 | Empirical Capital Management, LLC | $366M | Q2 2026 | 7/20/2026 | 27 |
| 5566 | Capco Asset Management, LLC | $366M | Q2 2026 | 8/5/2026 | 26 |
| 5567 | Indiana Trust & Investment Management Co | $366M | Q2 2026 | 7/22/2026 | 472 |
| 5568 | WRIGHT INVESTORS SERVICE INC | $366M | Q2 2026 | 8/5/2026 | 148 |
| 5569 | Range Financial Group LLC | $366M | Q2 2026 | 7/15/2026 | 206 |
| 5570 | AIGEN INVESTMENT MANAGEMENT, LP | $366M | Q2 2026 | 8/14/2026 | 517 |
| 5571 | Lynch Asset Management, Inc. | $366M | Q2 2026 | 8/6/2026 | 52 |
| 5572 | Quaker Capital Investments, LLC | $366M | Q2 2026 | 8/14/2026 | 22 |
| 5573 | Glassy Mountain Advisors, Inc. | $366M | Q2 2026 | 7/31/2026 | 76 |
| 5574 | Team Hewins, LLC | $366M | Q2 2026 | 7/29/2026 | 40 |
| 5575 | FIRST NATIONAL BANK SIOUX FALLS | $366M | Q2 2026 | 7/24/2026 | 147 |
| 5576 | Vert Asset Management LLC | $365M | Q2 2026 | 7/15/2026 | 44 |
| 5577 | Darwin Wealth Management, LLC | $365M | Q2 2026 | 7/21/2026 | 777 |
| 5578 | 25 LLC | $365M | Q2 2026 | 7/28/2026 | 80 |
| 5579 | Elevated Financial Group LLC | $365M | Q2 2026 | 7/22/2026 | 125 |
| 5580 | Hopwood Nicholas Hunter | $365M | Q2 2026 | 8/14/2026 | 131 |
| 5581 | BTR CAPITAL MANAGEMENT INC | $364M | Q2 2014 | 7/16/2014 | 135 |
| 5582 | GREENLEA LANE CAPITAL MANAGEMENT, LLC | $364M | Q2 2026 | 8/14/2026 | 10 |
| 5583 | KEATING INVESTMENT COUNSELORS INC | $364M | Q2 2026 | 7/16/2026 | 59 |
| 5584 | BAKER BOYER NATIONAL BANK | $364M | Q2 2026 | 7/27/2026 | 94 |
| 5585 | Eaton Financial Holdings Company, LLC | $364M | Q2 2026 | 8/4/2026 | 134 |
| 5586 | Engle Capital Management, L.P. | $364M | Q2 2026 | 8/14/2026 | 20 |
| 5587 | WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $364M | Q2 2026 | 8/5/2026 | 37 |
| 5588 | Sage Financial Management Group, Inc. | $364M | Q2 2026 | 7/24/2026 | 61 |
| 5589 | Elevated Capital Advisors, LLC | $364M | Q2 2026 | 8/3/2026 | 849 |
| 5590 | Tilson Financial Group, Inc. | $364M | Q2 2026 | 7/27/2026 | 86 |
| 5591 | Reliant Wealth Planning | $364M | Q2 2026 | 8/7/2026 | 54 |
| 5592 | Grace Capital | $364M | Q2 2014 | 7/30/2014 | 98 |
| 5593 | AIMZ Investment Advisors, LLC | $363M | Q2 2026 | 8/13/2026 | 153 |
| 5594 | Anfield Capital Management, LLC | $363M | Q1 2026 | 5/12/2026 | 715 |
| 5595 | GFG Capital, LLC | $363M | Q2 2026 | 7/20/2026 | 100 |
| 5596 | GLYNN CAPITAL MANAGEMENT LLC | $363M | Q2 2026 | 8/4/2026 | 43 |
| 5597 | Raub Brock Capital Management LP | $363M | Q2 2026 | 7/14/2026 | 45 |
| 5598 | Purus Wealth Management, LLC | $363M | Q2 2026 | 7/13/2026 | 171 |
| 5599 | Urban Financial Advisory Corp | $363M | Q2 2026 | 8/6/2026 | 54 |
| 5600 | Westbourne Investment Advisors, Inc. | $363M | Q2 2026 | 7/27/2026 | 120 |