Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5401 | Provident Wealth Management, LLC | $338M | Q4 2025 | 1/28/2026 | 138 |
| 5402 | Sandy Cove Advisors, LLC | $338M | Q4 2025 | 2/9/2026 | 142 |
| 5403 | Murphy Michael R | $338M | Q1 2014 | 5/14/2014 | 21 |
| 5404 | Valence8 US LP | $337M | Q4 2025 | 2/9/2026 | 15 |
| 5405 | ACG Wealth | $337M | Q1 2014 | 4/25/2014 | 183 |
| 5406 | Impact Capital Partners LLC | $337M | Q4 2025 | 1/7/2026 | 272 |
| 5407 | Accretive Wealth Partners, LLC | $337M | Q4 2025 | 1/28/2026 | 153 |
| 5408 | O'Brien Greene & Co. Inc | $337M | Q4 2025 | 2/5/2026 | 144 |
| 5409 | VANCE WEALTH, LLC | $337M | Q4 2025 | 2/17/2026 | 116 |
| 5410 | Atlas Brown,Inc. | $336M | Q4 2025 | 1/9/2026 | 226 |
| 5411 | HT Partners LLC | $336M | Q4 2025 | 1/21/2026 | 55 |
| 5412 | Red Wave Investments LLC | $336M | Q4 2025 | 2/6/2026 | 113 |
| 5413 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $336M | Q4 2025 | 1/20/2026 | 62 |
| 5414 | MARS JEWETT FINANCIAL GROUP, INC. | $336M | Q4 2025 | 2/17/2026 | 39 |
| 5415 | Meredith Wealth Planning | $336M | Q4 2025 | 1/16/2026 | 62 |
| 5416 | Oldfather Financial Services, LLC | $336M | Q4 2025 | 1/16/2026 | 98 |
| 5417 | Cove Private Wealth, LLC | $336M | Q4 2025 | 1/23/2026 | 159 |
| 5418 | Hudson Value Partners, LLC | $336M | Q4 2025 | 1/28/2026 | 109 |
| 5419 | Chesapeake Wealth Management | $336M | Q4 2025 | 2/3/2026 | 158 |
| 5420 | CONTINENTAL GRAIN CO | $336M | Q4 2025 | 2/9/2026 | 4 |
| 5421 | Acorn Wealth Advisors, LLC | $336M | Q4 2025 | 2/10/2026 | 268 |
| 5422 | QUATTRO FINANCIAL ADVISORS LLC | $335M | Q4 2025 | 1/26/2026 | 82 |
| 5423 | Congress Park Capital LLC | $335M | Q4 2025 | 1/14/2026 | 128 |
| 5424 | CENTRAL VALLEY ADVISORS, LLC | $335M | Q4 2025 | 1/12/2026 | 150 |
| 5425 | PRIVATE CLIENT SERVICES, LLC | $334M | Q1 2026 | 4/6/2026 | 208 |
| 5426 | Hoxton Planning & Management, LLC | $334M | Q4 2025 | 2/11/2026 | 217 |
| 5427 | Sara-Bay Financial | $334M | Q4 2025 | 1/20/2026 | 80 |
| 5428 | Cedar Wealth Management, LLC | $334M | Q4 2025 | 2/6/2026 | 233 |
| 5429 | CJM Wealth Advisers, Ltd. | $334M | Q4 2025 | 1/23/2026 | 74 |
| 5430 | FIDUCIARY TRUST INTERNATIONAL LLC | $334M | Q2 2014 | 7/14/2014 | 121 |
| 5431 | Family Legacy, Inc. | $334M | Q4 2025 | 2/4/2026 | 121 |
| 5432 | FIRST NATIONAL BANK SIOUX FALLS | $334M | Q4 2025 | 1/30/2026 | 139 |
| 5433 | BCWM, LLC | $334M | Q4 2025 | 2/11/2026 | 56 |
| 5434 | STONEHILL CAPITAL MANAGEMENT LLC | $334M | Q4 2025 | 2/17/2026 | 22 |
| 5435 | Joule Financial, LLC | $334M | Q4 2025 | 1/20/2026 | 110 |
| 5436 | AT Bancorp | $334M | Q2 2014 | 8/6/2014 | 191 |
| 5437 | Palo Duro Investment Partners, LP | $333M | Q4 2025 | 2/17/2026 | 22 |
| 5438 | DoubleLine ETF Adviser LP | $333M | Q4 2025 | 2/17/2026 | 167 |
| 5439 | WATERSHED PRIVATE WEALTH LLC | $333M | Q4 2025 | 1/23/2026 | 115 |
| 5440 | Arohi Asset Management PTE Ltd. | $333M | Q4 2025 | 2/18/2026 | 6 |
| 5441 | WealthBridge Investment Counsel Inc. | $333M | Q4 2025 | 1/22/2026 | 42 |
| 5442 | WRIGHT INVESTORS SERVICE INC | $333M | Q4 2025 | 1/26/2026 | 147 |
| 5443 | VSM Wealth Advisory, LLC | $333M | Q4 2025 | 2/6/2026 | 447 |
| 5444 | UNTITLED INVESTMENTS LP | $333M | Q4 2025 | 2/17/2026 | 17 |
| 5445 | Presidio Capital Management, LLC | $333M | Q4 2025 | 1/15/2026 | 76 |
| 5446 | LODESTAR INVESTMENT COUNSEL LLC/IL | $333M | Q2 2014 | 7/2/2014 | 116 |
| 5447 | SVF Sponsor III (DE) LLC | $333M | Q4 2025 | 2/18/2026 | 1 |
| 5448 | KEMPER Corp | $332M | Q1 2014 | 5/12/2014 | 59 |
| 5449 | Corsair Capital LLC | $332M | Q1 2014 | 5/14/2014 | 3 |
| 5450 | Hibernia Wealth Partners, LLC | $332M | Q4 2025 | 2/12/2026 | 108 |
| 5451 | PORTLAND INVESTMENT COUNSEL INC. | $332M | Q4 2025 | 2/12/2026 | 53 |
| 5452 | Courage Miller Partners, LLC | $332M | Q4 2025 | 1/26/2026 | 84 |
| 5453 | PURE PORTFOLIOS HOLDINGS LLC | $332M | Q4 2025 | 1/30/2026 | 104 |
| 5454 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | $332M | Q2 2014 | 7/18/2014 | 74 |
| 5455 | Equita Financial Network, Inc. | $332M | Q4 2025 | 1/29/2026 | 95 |
| 5456 | Sterling Financial Planning, Inc. | $332M | Q4 2025 | 1/27/2026 | 120 |
| 5457 | Aspen Investment Management Inc | $332M | Q4 2025 | 2/6/2026 | 177 |
| 5458 | HAMEL ASSOCIATES, INC. | $332M | Q4 2025 | 2/11/2026 | 79 |
| 5459 | ONE Advisory Partners, LLC | $332M | Q4 2025 | 1/12/2026 | 72 |
| 5460 | Intergy Private Wealth, LLC | $331M | Q4 2025 | 1/22/2026 | 116 |
| 5461 | Creative Capital Management Investments LLC | $331M | Q4 2025 | 1/23/2026 | 310 |
| 5462 | ARP Global Capital Ltd | $331M | Q4 2025 | 3/12/2026 | 28 |
| 5463 | Hobbs Group Advisors, LLC | $331M | Q4 2025 | 1/28/2026 | 164 |
| 5464 | Comprehensive Financial Consultants Institutional, Inc. | $331M | Q4 2025 | 1/29/2026 | 192 |
| 5465 | Keystone Financial Services | $331M | Q4 2025 | 2/12/2026 | 121 |
| 5466 | BAKER BOYER NATIONAL BANK | $331M | Q4 2025 | 2/3/2026 | 94 |
| 5467 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | $331M | Q1 2014 | 5/13/2014 | 163 |
| 5468 | TD Ameritrade Trust Co | $331M | Q1 2014 | 5/13/2014 | 45 |
| 5469 | PFW Advisors LLC | $331M | Q4 2025 | 1/12/2026 | 121 |
| 5470 | BRIGADE CAPITAL MANAGEMENT, LP | $331M | Q4 2025 | 2/13/2026 | 20 |
| 5471 | 360 Financial, Inc. | $331M | Q4 2025 | 2/13/2026 | 77 |
| 5472 | Gilliland Jeter Wealth Management LLC | $331M | Q4 2025 | 1/23/2026 | 174 |
| 5473 | Foresite Capital Management VI LLC | $331M | Q4 2025 | 2/17/2026 | 12 |
| 5474 | Glassy Mountain Advisors, Inc. | $331M | Q4 2025 | 2/10/2026 | 77 |
| 5475 | HARBOR ADVISORY CORP /MA/ | $331M | Q4 2025 | 2/6/2026 | 78 |
| 5476 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $331M | Q4 2025 | 2/10/2026 | 79 |
| 5477 | Riverview Capital Advisers, LLC | $330M | Q4 2025 | 2/17/2026 | 91 |
| 5478 | Squire Investment Management Company, LLC | $330M | Q4 2025 | 1/22/2026 | 74 |
| 5479 | Napier Park Global Capital (US) LP | $330M | Q1 2014 | 5/13/2014 | 41 |
| 5480 | SHAYNE & JACOBS, LLC | $330M | Q4 2025 | 1/27/2026 | 95 |
| 5481 | Aft, Forsyth & Sober, LLC | $330M | Q4 2025 | 2/13/2026 | 58 |
| 5482 | Saiers Capital, LLC | $330M | Q2 2014 | 8/11/2014 | 231 |
| 5483 | Carmel Capital Management L.L.C. | $330M | Q4 2025 | 1/28/2026 | 23 |
| 5484 | Hixon Zuercher, LLC | $330M | Q4 2025 | 1/26/2026 | 88 |
| 5485 | Yong Rong (HK) Asset Management Ltd | $330M | Q4 2025 | 1/30/2026 | 23 |
| 5486 | GILL CAPITAL PARTNERS, LLC | $330M | Q4 2025 | 2/10/2026 | 138 |
| 5487 | METROPOLITAN LIFE INSURANCE CO/NY | $330M | Q4 2025 | 2/12/2026 | 11 |
| 5488 | Aragon Global Management, LP | $329M | Q4 2025 | 2/17/2026 | 32 |
| 5489 | Fiduciary Planning LLC | $329M | Q4 2025 | 1/22/2026 | 75 |
| 5490 | CHERRYDALE WEALTH MANAGEMENT, LLC | $329M | Q4 2025 | 1/13/2026 | 79 |
| 5491 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $329M | Q4 2025 | 1/29/2026 | 40 |
| 5492 | Kanen Wealth Management LLC | $329M | Q4 2025 | 2/18/2026 | 31 |
| 5493 | Pioneer Wealth Management Group | $329M | Q4 2025 | 1/12/2026 | 53 |
| 5494 | Atlas Wealth LLC | $329M | Q4 2025 | 2/5/2026 | 108 |
| 5495 | QUENTEC ASSET MANAGEMENT LLC | $329M | Q1 2014 | 5/15/2014 | 46 |
| 5496 | Taylor Hoffman Capital Management LLC | $329M | Q4 2025 | 2/11/2026 | 117 |
| 5497 | CISCO SYSTEMS, INC. | $329M | Q4 2025 | 1/12/2026 | 4 |
| 5498 | Spruce Investment Advisors LLC | $329M | Q2 2014 | 8/6/2014 | 20 |
| 5499 | COWA, LLC | $329M | Q4 2025 | 2/12/2026 | 153 |
| 5500 | Seneca Financial Advisors LLC | $329M | Q4 2025 | 1/26/2026 | 64 |
| 5501 | Ameliora Wealth Management Ltd. | $328M | Q4 2025 | 1/21/2026 | 227 |
| 5502 | Orion Investment Co | $328M | Q4 2025 | 2/11/2026 | 68 |
| 5503 | CLARIS ADVISORS, LLC / MO / | $328M | Q4 2025 | 1/16/2026 | 68 |
| 5504 | MADDEN SECURITIES Corp | $328M | Q4 2025 | 2/4/2026 | 115 |
| 5505 | SMART Wealth LLC | $328M | Q4 2025 | 1/26/2026 | 188 |
| 5506 | TigerOak Management, L.L.C. | $328M | Q4 2025 | 1/21/2026 | 122 |
| 5507 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | $328M | Q2 2014 | 8/7/2014 | 110 |
| 5508 | Perbak Capital Partners LLP | $328M | Q4 2025 | 2/17/2026 | 219 |
| 5509 | Vectors Research Management, LLC | $328M | Q4 2025 | 2/3/2026 | 121 |
| 5510 | Seawolf Capital, LLC | $327M | Q1 2014 | 5/14/2014 | 39 |
| 5511 | Independent Wealth Network Inc. | $327M | Q4 2025 | 1/26/2026 | 288 |
| 5512 | Sage Financial Management Group, Inc. | $327M | Q4 2025 | 2/5/2026 | 58 |
| 5513 | Churchill Financial Advisors, LLC | $327M | Q4 2025 | 2/9/2026 | 122 |
| 5514 | Alpha Financial Advisors, LLC | $327M | Q4 2025 | 1/20/2026 | 67 |
| 5515 | Matthew 25 Management Corp | $327M | Q4 2025 | 2/3/2026 | 21 |
| 5516 | Fi3 FINANCIAL ADVISORS, LLC | $327M | Q4 2025 | 2/6/2026 | 192 |
| 5517 | JCIC Asset Management Inc. | $327M | Q4 2025 | 1/22/2026 | 114 |
| 5518 | RESTON WEALTH MANAGEMENT LLC | $327M | Q4 2025 | 2/12/2026 | 64 |
| 5519 | AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $327M | Q4 2025 | 2/12/2026 | 1 |
| 5520 | WEST FACE CAPITAL INC. | $327M | Q1 2014 | 5/15/2014 | 4 |
| 5521 | EDENTREE ASSET MANAGEMENT Ltd | $326M | Q4 2025 | 2/12/2026 | 63 |
| 5522 | Pine Harbor Wealth Management, LLC | $326M | Q4 2025 | 1/20/2026 | 106 |
| 5523 | Uniting Wealth Partners, LLC | $326M | Q4 2025 | 2/13/2026 | 153 |
| 5524 | SIMMONS FIRST TRUST CO NA | $326M | Q2 2014 | 7/31/2014 | 128 |
| 5525 | Somerset Trust Co | $326M | Q1 2026 | 4/2/2026 | 174 |
| 5526 | ANCHYRA PARTNERS LLC | $326M | Q4 2025 | 1/29/2026 | 259 |
| 5527 | Veery Capital, LLC | $326M | Q4 2025 | 1/27/2026 | 94 |
| 5528 | Paragon Private Wealth Management, LLC | $326M | Q4 2025 | 2/11/2026 | 220 |
| 5529 | HTG Investment Advisors, Inc. | $325M | Q4 2025 | 2/2/2026 | 76 |
| 5530 | Olde Wealth Management, LLC | $325M | Q4 2025 | 2/12/2026 | 116 |
| 5531 | Knox Lane LP | $325M | Q4 2025 | 2/13/2026 | 1 |
| 5532 | Cape Investment Advisory, Inc. | $325M | Q4 2025 | 2/17/2026 | 1,308 |
| 5533 | Emery Howard Portfolio Management, Inc. | $325M | Q2 2014 | 8/7/2014 | 28 |
| 5534 | Centerpoint Advisors, LLC | $325M | Q4 2025 | 2/13/2026 | 416 |
| 5535 | Tilson Financial Group, Inc. | $325M | Q4 2025 | 2/5/2026 | 83 |
| 5536 | Ferguson Shapiro LLC | $325M | Q4 2025 | 1/26/2026 | 81 |
| 5537 | Pegasus Asset Management, Inc. | $325M | Q4 2025 | 2/2/2026 | 68 |
| 5538 | Stiles Financial Services Inc | $325M | Q4 2025 | 2/3/2026 | 172 |
| 5539 | Myriad Asset Management Advisors LLC | $325M | Q4 2025 | 2/11/2026 | 48 |
| 5540 | Cosmic Management, LLC | $325M | Q4 2025 | 2/25/2026 | 4 |
| 5541 | Baron Wealth Management LLC | $325M | Q4 2025 | 1/14/2026 | 259 |
| 5542 | FINANCIAL LIFE ADVISORS | $324M | Q4 2025 | 1/30/2026 | 53 |
| 5543 | Aurdan Capital Management, LLC | $324M | Q4 2025 | 1/12/2026 | 86 |
| 5544 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $324M | Q4 2025 | 1/6/2026 | 35 |
| 5545 | Rossby Financial, LCC | $324M | Q4 2025 | 2/12/2026 | 1,812 |
| 5546 | Blue Owl Capital Holdings LP | $324M | Q4 2025 | 2/20/2026 | 80 |
| 5547 | Flagship Pioneering, LLC | $324M | Q4 2025 | 2/17/2026 | 4 |
| 5548 | BRADY FAMILY WEALTH, LLC | $324M | Q4 2025 | 1/7/2026 | 108 |
| 5549 | Nepsis Inc. | $324M | Q4 2025 | 1/14/2026 | 30 |
| 5550 | Kingdom Financial Group LLC. | $324M | Q4 2025 | 2/6/2026 | 751 |
| 5551 | MOSELEY INVESTMENT MANAGEMENT INC | $324M | Q4 2025 | 1/20/2026 | 165 |
| 5552 | PENOBSCOT WEALTH MANAGEMENT | $324M | Q4 2025 | 2/12/2026 | 105 |
| 5553 | Donoghue Forlines LLC | $323M | Q4 2025 | 2/5/2026 | 113 |
| 5554 | GUARDIAN POINT CAPITAL, LP | $323M | Q4 2025 | 2/17/2026 | 12 |
| 5555 | CLOVERFIELDS CAPITAL GROUP, LP | $323M | Q4 2025 | 2/13/2026 | 90 |
| 5556 | Bruce & Co., Inc. | $323M | Q4 2025 | 2/13/2026 | 39 |
| 5557 | Shamrock Asset Management LLC | $322M | Q2 2014 | 8/4/2014 | 298 |
| 5558 | GENESIS PRIVATE WEALTH, LLC | $322M | Q4 2025 | 1/8/2026 | 180 |
| 5559 | Prairiewood Capital, LLC | $322M | Q4 2025 | 1/26/2026 | 75 |
| 5560 | Darwin Wealth Management, LLC | $322M | Q4 2025 | 1/22/2026 | 660 |
| 5561 | Sycale Advisors (NY) LLC | $322M | Q4 2025 | 2/13/2026 | 17 |
| 5562 | Select Asset Management & Trust | $322M | Q4 2025 | 2/10/2026 | 76 |
| 5563 | Permit Capital, LLC | $321M | Q4 2025 | 2/11/2026 | 19 |
| 5564 | Core Wealth Management, Inc. | $321M | Q4 2025 | 1/28/2026 | 41 |
| 5565 | Patriot Financial Partners GP II, L.P. | $321M | Q4 2025 | 2/10/2026 | 11 |
| 5566 | Towne Trust Company, N.A | $321M | Q4 2025 | 1/26/2026 | 326 |
| 5567 | Purus Wealth Management, LLC | $321M | Q4 2025 | 1/27/2026 | 150 |
| 5568 | Samsung Asset Management (New York), Inc. | $321M | Q2 2014 | 8/8/2014 | 76 |
| 5569 | Whetstone Capital Advisors, LLC | $321M | Q4 2025 | 2/13/2026 | 54 |
| 5570 | Strategic Capital Group LLC | $321M | Q2 2014 | 7/14/2014 | 263 |
| 5571 | Selective Wealth Management, Inc. | $320M | Q4 2025 | 1/16/2026 | 108 |
| 5572 | Checkpoint Capital L.P. | $320M | Q4 2025 | 2/17/2026 | 7 |
| 5573 | Whelan Financial | $320M | Q4 2025 | 2/2/2026 | 95 |
| 5574 | Whitegate Investment Counselors, Inc. | $320M | Q4 2025 | 2/10/2026 | 68 |
| 5575 | Reliant Wealth Planning | $320M | Q4 2025 | 2/12/2026 | 52 |
| 5576 | CYPRESS CAPITAL MANAGEMENT LLC | $320M | Q1 2014 | 5/16/2014 | 47 |
| 5577 | RR Advisors, LLC | $320M | Q4 2025 | 2/12/2026 | 28 |
| 5578 | CLIENT 1ST ADVISORY GROUP, LLC | $320M | Q4 2025 | 1/12/2026 | 144 |
| 5579 | Passive Capital Management, LLC. | $320M | Q4 2025 | 2/5/2026 | 94 |
| 5580 | WEALTH EFFECTS LLC | $320M | Q4 2025 | 1/26/2026 | 218 |
| 5581 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $320M | Q4 2025 | 1/22/2026 | 126 |
| 5582 | Etesian Wealth Advisors, Inc. | $319M | Q4 2025 | 2/11/2026 | 134 |
| 5583 | Storen Legacy Partners, LLC | $319M | Q4 2025 | 3/5/2026 | 77 |
| 5584 | TRANSATLANTIQUE PRIVATE WEALTH LLC | $319M | Q4 2025 | 2/10/2026 | 206 |
| 5585 | ACIMA PRIVATE WEALTH, LLC | $319M | Q1 2026 | 4/6/2026 | 177 |
| 5586 | BOONE CAPITAL MANAGEMENT LLC | $319M | Q4 2025 | 2/17/2026 | 15 |
| 5587 | Roberts Financial Services LLC | $319M | Q4 2025 | 1/23/2026 | 30 |
| 5588 | Essex Woodlands Management, Inc. | $318M | Q4 2025 | 2/4/2026 | 6 |
| 5589 | Morling Financial Advisors, LLC | $318M | Q4 2025 | 2/6/2026 | 103 |
| 5590 | 5AM Venture Management, LLC | $318M | Q4 2025 | 2/17/2026 | 21 |
| 5591 | TRADITION CAPITAL MANAGEMENT LLC | $318M | Q2 2014 | 7/25/2014 | 133 |
| 5592 | Lynch Asset Management, Inc. | $318M | Q4 2025 | 1/23/2026 | 52 |
| 5593 | Crestview Partners II GP, L.P. | $318M | Q4 2025 | 2/13/2026 | 3 |
| 5594 | Muzinich & Co., Inc. | $318M | Q4 2025 | 1/21/2026 | 38 |
| 5595 | B.O.S.S. Retirement Advisors, LLC | $318M | Q4 2025 | 2/2/2026 | 173 |
| 5596 | MCDONALD PARTNERS LLC | $317M | Q4 2025 | 2/2/2026 | 204 |
| 5597 | Henry James International Management Inc. | $317M | Q4 2025 | 2/17/2026 | 93 |
| 5598 | PL Capital Advisors, LLC | $317M | Q4 2025 | 2/10/2026 | 26 |
| 5599 | Astor Investment Management LLC | $317M | Q1 2014 | 4/29/2014 | 37 |
| 5600 | Anfield Capital Management, LLC | $317M | Q4 2025 | 2/3/2026 | 579 |