Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5601 | Saiers Capital, LLC | $330M | Q2 2014 | 8/11/2014 | 231 |
| 5602 | Norman Fields, Gottscho Capital Management, LLC | $330M | Q2 2026 | 7/8/2026 | 64 |
| 5603 | Maniro Ltd | $330M | Q1 2026 | 5/15/2026 | 25 |
| 5604 | Aspiring Ventures, LLC | $330M | Q1 2026 | 5/5/2026 | 92 |
| 5605 | Guardian Wealth Management, LLC | $330M | Q1 2026 | 4/23/2026 | 30 |
| 5606 | Blueshift Asset Management, LLC | $330M | Q1 2026 | 5/14/2026 | 484 |
| 5607 | ANCHYRA PARTNERS LLC | $330M | Q1 2026 | 4/17/2026 | 275 |
| 5608 | MONTGOMERY INVESTMENT MANAGEMENT INC | $330M | Q2 2026 | 7/15/2026 | 108 |
| 5609 | Kentucky Farm Bureau Mutual Insurance Co | $329M | Q1 2026 | 5/15/2026 | 65 |
| 5610 | QUENTEC ASSET MANAGEMENT LLC | $329M | Q1 2014 | 5/15/2014 | 46 |
| 5611 | BCS Private Wealth Management, Inc. | $329M | Q1 2026 | 4/21/2026 | 186 |
| 5612 | Spruce Investment Advisors LLC | $329M | Q2 2014 | 8/6/2014 | 20 |
| 5613 | Buttonwood Financial Advisors Inc. | $329M | Q2 2026 | 7/13/2026 | 110 |
| 5614 | Sensible Money, LLC | $329M | Q1 2026 | 4/21/2026 | 86 |
| 5615 | Omega Financial Group, LLC | $329M | Q2 2026 | 7/21/2026 | 91 |
| 5616 | ENCOMPASS WEALTH ADVISORS, LLC | $328M | Q2 2026 | 7/21/2026 | 109 |
| 5617 | GRAYBILL WEALTH MANAGEMENT, LTD. | $328M | Q1 2026 | 5/13/2026 | 83 |
| 5618 | METROPOLITAN LIFE INSURANCE CO/NY | $328M | Q1 2026 | 5/14/2026 | 11 |
| 5619 | KING STREET CAPITAL MANAGEMENT, L.P. | $328M | Q1 2026 | 5/15/2026 | 11 |
| 5620 | Bastion Asset Management Inc. | $328M | Q1 2026 | 5/5/2026 | 65 |
| 5621 | Your Advocates Ltd., LLP | $328M | Q1 2026 | 4/29/2026 | 233 |
| 5622 | Aft, Forsyth & Sober, LLC | $328M | Q1 2026 | 5/14/2026 | 62 |
| 5623 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | $328M | Q2 2014 | 8/7/2014 | 110 |
| 5624 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $327M | Q1 2026 | 5/11/2026 | 26 |
| 5625 | Seawolf Capital, LLC | $327M | Q1 2014 | 5/14/2014 | 39 |
| 5626 | Stiles Financial Services Inc | $327M | Q1 2026 | 4/30/2026 | 177 |
| 5627 | Menlo Ventures Management, L.P. | $327M | Q1 2026 | 5/15/2026 | 3 |
| 5628 | WEST FACE CAPITAL INC. | $327M | Q1 2014 | 5/15/2014 | 4 |
| 5629 | JCIC Asset Management Inc. | $326M | Q2 2026 | 7/17/2026 | 113 |
| 5630 | RESTON WEALTH MANAGEMENT LLC | $326M | Q1 2026 | 4/13/2026 | 62 |
| 5631 | J. H. Whitney Equity Partners VI, LLC | $326M | Q1 2026 | 5/12/2026 | 1 |
| 5632 | Investor's Fiduciary Advisor Network, LLC | $326M | Q1 2026 | 5/12/2026 | 270 |
| 5633 | Verde Servicos Internacionais S.A. | $326M | Q1 2026 | 4/17/2026 | 50 |
| 5634 | Capital Investment Management, Inc. | $326M | Q2 2026 | 7/15/2026 | 132 |
| 5635 | BOONE CAPITAL MANAGEMENT LLC | $326M | Q1 2026 | 5/15/2026 | 13 |
| 5636 | Alpha Financial Advisors, LLC | $326M | Q1 2026 | 5/11/2026 | 62 |
| 5637 | Core Wealth Management, Inc. | $326M | Q1 2026 | 4/28/2026 | 40 |
| 5638 | ER Collective Holdings, LLC | $326M | Q1 2026 | 5/15/2026 | 1 |
| 5639 | Vigilare Wealth Management | $326M | Q2 2026 | 7/6/2026 | 123 |
| 5640 | DG Capital Management, LLC | $326M | Q1 2026 | 5/12/2026 | 25 |
| 5641 | SIMMONS FIRST TRUST CO NA | $326M | Q2 2014 | 7/31/2014 | 128 |
| 5642 | Register Financial Advisors LLC | $326M | Q2 2026 | 7/15/2026 | 426 |
| 5643 | Hassell Wealth Management, LLC | $326M | Q2 2026 | 7/13/2026 | 29 |
| 5644 | Aventura Private Wealth, LLC | $326M | Q2 2026 | 7/15/2026 | 986 |
| 5645 | Forza Wealth Management, LLC | $326M | Q2 2026 | 7/17/2026 | 194 |
| 5646 | Ceeto Capital Group, LLC | $326M | Q1 2026 | 5/14/2026 | 164 |
| 5647 | Snow Phipps Group, LLC | $326M | Q2 2026 | 7/9/2026 | 2 |
| 5648 | New Perspectives, Inc | $326M | Q2 2026 | 7/22/2026 | 49 |
| 5649 | NORTHSTAR ASSET MANAGEMENT INC | $326M | Q1 2026 | 5/13/2026 | 86 |
| 5650 | FAMILY WEALTH PARTNERS, LLC | $326M | Q2 2026 | 7/10/2026 | 109 |
| 5651 | TFR Capital, LLC. | $326M | Q1 2026 | 5/4/2026 | 163 |
| 5652 | Chesapeake Wealth Management | $326M | Q1 2026 | 5/18/2026 | 159 |
| 5653 | Wilkerson Advisory Group LLC | $326M | Q2 2026 | 7/21/2026 | 620 |
| 5654 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $326M | Q1 2026 | 4/27/2026 | 390 |
| 5655 | Sage Financial Management Group, Inc. | $325M | Q1 2026 | 4/21/2026 | 57 |
| 5656 | Morling Financial Advisors, LLC | $325M | Q1 2026 | 5/6/2026 | 108 |
| 5657 | Knox Lane LP | $325M | Q1 2026 | 5/15/2026 | 1 |
| 5658 | Emery Howard Portfolio Management, Inc. | $325M | Q2 2014 | 8/7/2014 | 28 |
| 5659 | DSC Meridian Capital LP | $325M | Q1 2026 | 5/15/2026 | 18 |
| 5660 | Bishop & Co Investment Management, LLC | $325M | Q2 2026 | 7/22/2026 | 26 |
| 5661 | Wellington Grp LLC | $325M | Q1 2026 | 5/22/2026 | 394 |
| 5662 | Taylor Hoffman Capital Management LLC | $325M | Q1 2026 | 5/12/2026 | 116 |
| 5663 | 25 LLC | $324M | Q1 2026 | 4/20/2026 | 69 |
| 5664 | Grey Rock Energy Management, LLC | $324M | Q1 2026 | 5/5/2026 | 1 |
| 5665 | Athos Capital Ltd | $324M | Q1 2026 | 5/12/2026 | 44 |
| 5666 | WEALTH MANAGEMENT RESOURCES, INC. | $324M | Q2 2026 | 7/22/2026 | 31 |
| 5667 | Quantum Private Wealth, LLC | $324M | Q1 2026 | 4/27/2026 | 165 |
| 5668 | FOCUSED ALPHA, LLC | $324M | Q1 2026 | 5/12/2026 | 247 |
| 5669 | AIMZ Investment Advisors, LLC | $324M | Q1 2026 | 5/15/2026 | 139 |
| 5670 | HF Advisory Group, LLC | $323M | Q2 2026 | 7/8/2026 | 168 |
| 5671 | BANK OF STOCKTON | $323M | Q1 2026 | 4/29/2026 | 133 |
| 5672 | SIMS INVESTMENT MANAGEMENT, LLC | $323M | Q2 2026 | 7/21/2026 | 184 |
| 5673 | National Wealth Management Group, LLC | $323M | Q2 2026 | 7/14/2026 | 226 |
| 5674 | UNIVERSITY OF CHICAGO | $323M | Q1 2026 | 5/7/2026 | 13 |
| 5675 | Walker Financial Services, Inc. | $323M | Q2 2026 | 7/15/2026 | 45 |
| 5676 | Bayberry Capital Partners LP | $323M | Q1 2026 | 5/15/2026 | 30 |
| 5677 | Wealth Advisors of Iowa, LLC | $323M | Q1 2026 | 5/13/2026 | 87 |
| 5678 | Commonwealth Retirement Investments LLC | $323M | Q1 2026 | 5/11/2026 | 122 |
| 5679 | Kenora Financial, LLC | $323M | Q2 2026 | 7/21/2026 | 133 |
| 5680 | Gold Investment Management Ltd. | $323M | Q1 2026 | 4/22/2026 | 201 |
| 5681 | Tikvah Management LLC | $323M | Q1 2026 | 5/14/2026 | 21 |
| 5682 | Sharper & Granite LLC | $323M | Q2 2026 | 7/16/2026 | 109 |
| 5683 | Quantum Financial Planning Services, Inc. | $323M | Q2 2026 | 7/15/2026 | 58 |
| 5684 | Northstar Advisory Group, LLC | $322M | Q2 2026 | 7/14/2026 | 119 |
| 5685 | Shamrock Asset Management LLC | $322M | Q2 2014 | 8/4/2014 | 298 |
| 5686 | DORVAL Corp | $322M | Q1 2026 | 4/22/2026 | 45 |
| 5687 | Bluescape Energy Partners LLC | $322M | Q1 2026 | 5/15/2026 | 5 |
| 5688 | Whelan Financial | $322M | Q1 2026 | 4/24/2026 | 88 |
| 5689 | Glassy Mountain Advisors, Inc. | $322M | Q1 2026 | 5/8/2026 | 77 |
| 5690 | MKT Advisors LLC | $322M | Q2 2026 | 7/9/2026 | 155 |
| 5691 | Sonoma Allocations LLC | $322M | Q2 2026 | 7/8/2026 | 118 |
| 5692 | Realta Investment Advisors | $322M | Q2 2026 | 7/20/2026 | 378 |
| 5693 | HALL LAURIE J TRUSTEE | $322M | Q2 2026 | 7/9/2026 | 103 |
| 5694 | Santori & Peters, Inc. | $321M | Q1 2026 | 5/7/2026 | 79 |
| 5695 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $321M | Q2 2026 | 7/9/2026 | 153 |
| 5696 | Edenbrook Capital, LLC | $321M | Q1 2026 | 5/14/2026 | 14 |
| 5697 | FINANCIAL LIFE ADVISORS | $321M | Q1 2026 | 4/29/2026 | 52 |
| 5698 | Windmill Hill Asset Management Ltd | $321M | Q1 2026 | 5/6/2026 | 23 |
| 5699 | Samsung Asset Management (New York), Inc. | $321M | Q2 2014 | 8/8/2014 | 76 |
| 5700 | Strategic Capital Group LLC | $321M | Q2 2014 | 7/14/2014 | 263 |
| 5701 | Biltmore Wealth Management, LLC | $320M | Q2 2026 | 7/21/2026 | 58 |
| 5702 | Select Asset Management & Trust | $320M | Q1 2026 | 5/14/2026 | 77 |
| 5703 | FORTRESS PRIVATE LEDGER, LLC | $320M | Q1 2026 | 5/13/2026 | 251 |
| 5704 | Quaker Wealth Management, LLC | $320M | Q1 2026 | 4/10/2026 | 974 |
| 5705 | Stephens Greth Foundation | $320M | Q1 2026 | 5/8/2026 | 4 |
| 5706 | CYPRESS CAPITAL MANAGEMENT LLC | $320M | Q1 2014 | 5/16/2014 | 47 |
| 5707 | HAZLETT, BURT & WATSON, INC. | $320M | Q1 2026 | 5/14/2026 | 923 |
| 5708 | Burns Matteson Capital Management, LLC | $320M | Q2 2026 | 7/17/2026 | 189 |
| 5709 | BURKETT FINANCIAL SERVICES, LLC | $320M | Q2 2026 | 7/2/2026 | 266 |
| 5710 | Eaton-Cambridge Inc. | $320M | Q1 2026 | 5/6/2026 | 56 |
| 5711 | Paragon Private Wealth Management, LLC | $320M | Q1 2026 | 5/19/2026 | 218 |
| 5712 | Oxler Private Wealth LLC | $319M | Q1 2026 | 4/28/2026 | 92 |
| 5713 | FSB PREMIER WEALTH MANAGEMENT, INC. | $319M | Q1 2026 | 5/13/2026 | 251 |
| 5714 | Shaker Financial Services, LLC | $319M | Q2 2026 | 7/15/2026 | 148 |
| 5715 | Sagewood Asset Management LP | $319M | Q1 2026 | 5/13/2026 | 337 |
| 5716 | Centerline Wealth Advisors, LLC | $319M | Q2 2026 | 7/17/2026 | 79 |
| 5717 | BCR Wealth Strategies, LLC | $319M | Q1 2026 | 5/1/2026 | 36 |
| 5718 | SAM Advisors, LLC | $319M | Q1 2026 | 4/29/2026 | 47 |
| 5719 | JEPPSON WEALTH MANAGEMENT, LLC | $319M | Q1 2026 | 4/14/2026 | 235 |
| 5720 | TRANSATLANTIQUE PRIVATE WEALTH LLC | $319M | Q4 2025 | 2/10/2026 | 206 |
| 5721 | Skyline Advisors, Inc. | $319M | Q2 2026 | 7/20/2026 | 123 |
| 5722 | Arcadia Wealth Management, LLC | $319M | Q2 2026 | 7/20/2026 | 66 |
| 5723 | Seven Fleet Capital Management LP | $318M | Q1 2026 | 6/4/2026 | 115 |
| 5724 | Hi-Line Capital Management, LLC | $318M | Q1 2026 | 4/27/2026 | 32 |
| 5725 | TRADITION CAPITAL MANAGEMENT LLC | $318M | Q2 2014 | 7/25/2014 | 133 |
| 5726 | Equita Financial Network, Inc. | $318M | Q1 2026 | 4/23/2026 | 87 |
| 5727 | ShoreHaven Wealth Partners, LLC | $318M | Q2 2026 | 7/14/2026 | 106 |
| 5728 | Carlson Capital, L.P. | $318M | Q1 2026 | 5/28/2026 | 72 |
| 5729 | Ascension Capital Advisors, Inc. | $318M | Q1 2026 | 5/13/2026 | 82 |
| 5730 | WRIGHT INVESTORS SERVICE INC | $318M | Q1 2026 | 4/29/2026 | 148 |
| 5731 | Cambridge Financial Group, LLC | $318M | Q2 2026 | 7/14/2026 | 155 |
| 5732 | Mills Wealth Advisors LLC | $318M | Q2 2026 | 7/7/2026 | 76 |
| 5733 | TigerOak Management, L.L.C. | $317M | Q1 2026 | 4/21/2026 | 126 |
| 5734 | Boothe Investment Group, Inc. | $317M | Q2 2026 | 7/14/2026 | 38 |
| 5735 | Gen-Wealth Partners Inc | $317M | Q1 2026 | 5/8/2026 | 728 |
| 5736 | Crestmont Private Wealth LLC | $317M | Q1 2026 | 5/8/2026 | 105 |
| 5737 | Astor Investment Management LLC | $317M | Q1 2014 | 4/29/2014 | 37 |
| 5738 | TICINO WEALTH | $317M | Q2 2026 | 7/20/2026 | 135 |
| 5739 | OMT Capital Management LLC | $317M | Q1 2014 | 5/15/2014 | 33 |
| 5740 | Keewaydin Investments LLC | $317M | Q1 2026 | 5/15/2026 | 16 |
| 5741 | C Partners Holding GmbH | $317M | Q1 2026 | 5/15/2026 | 8 |
| 5742 | SAGEVIEW CAPITAL LP | $317M | Q1 2014 | 5/15/2014 | 6 |
| 5743 | Olde Wealth Management, LLC | $316M | Q1 2026 | 5/12/2026 | 116 |
| 5744 | IMZ Advisory Inc | $316M | Q2 2026 | 7/7/2026 | 38 |
| 5745 | Gerald Baker Financial Group LLC | $316M | Q1 2026 | 5/6/2026 | 114 |
| 5746 | ENZI WEALTH | $316M | Q2 2026 | 7/15/2026 | 77 |
| 5747 | MTM Investment Management, LLC | $316M | Q1 2026 | 5/6/2026 | 709 |
| 5748 | Independent Portfolio Consultants, Inc. | $316M | Q1 2014 | 5/13/2014 | 449 |
| 5749 | MARS JEWETT FINANCIAL GROUP, INC. | $316M | Q1 2026 | 5/15/2026 | 37 |
| 5750 | KHIS Custodian LP | $316M | Q1 2026 | 5/15/2026 | 1 |
| 5751 | LUCAS CAPITAL MANAGEMENT | $315M | Q2 2014 | 7/30/2014 | 153 |
| 5752 | Waterford Advisors, LLC | $315M | Q1 2026 | 5/15/2026 | 57 |
| 5753 | Trinity Wealth Management, LLC | $315M | Q2 2026 | 7/7/2026 | 75 |
| 5754 | Orion Investment Co | $315M | Q1 2026 | 5/12/2026 | 69 |
| 5755 | Timonier Family Office, LTD. | $315M | Q4 2025 | 2/4/2026 | 56 |
| 5756 | Point72 Private Investments, LLC | $315M | Q1 2026 | 5/15/2026 | 1 |
| 5757 | RICHARDS, MERRILL & PETERSON, INC. | $315M | Q2 2026 | 7/16/2026 | 285 |
| 5758 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $315M | Q1 2026 | 5/12/2026 | 156 |
| 5759 | RED MOUNTAIN CAPITAL PARTNERS LLC | $315M | Q1 2014 | 5/15/2014 | 10 |
| 5760 | Nine Ten Capital Management LLC | $315M | Q1 2026 | 5/15/2026 | 8 |
| 5761 | Spectrum Asset Management, Inc. (NB/CA) | $315M | Q1 2026 | 4/21/2026 | 109 |
| 5762 | Ranger International Management, LP | $315M | Q1 2014 | 5/14/2014 | 38 |
| 5763 | LG Capital Management, LP | $315M | Q1 2014 | 5/15/2014 | 39 |
| 5764 | HERITAGE OAK WEALTH ADVISORS LLC | $315M | Q1 2026 | 4/24/2026 | 73 |
| 5765 | Essential Planning, LLC. | $315M | Q1 2026 | 4/22/2026 | 85 |
| 5766 | Whitegate Investment Counselors, Inc. | $315M | Q1 2026 | 4/27/2026 | 68 |
| 5767 | Roberts Financial Services LLC | $314M | Q1 2026 | 4/15/2026 | 31 |
| 5768 | Tandem Financial, LLC | $314M | Q1 2026 | 5/8/2026 | 98 |
| 5769 | DSAM Partners (London) Ltd | $314M | Q1 2014 | 5/12/2014 | 25 |
| 5770 | Sentry LLC | $314M | Q1 2026 | 4/22/2026 | 118 |
| 5771 | Russell Clark Investment Management Ltd | $314M | Q1 2014 | 4/9/2014 | 23 |
| 5772 | MOSELEY INVESTMENT MANAGEMENT INC | $314M | Q1 2026 | 4/21/2026 | 163 |
| 5773 | Ameliora Wealth Management Ltd. | $314M | Q1 2026 | 4/23/2026 | 232 |
| 5774 | Etesian Wealth Advisors, Inc. | $313M | Q1 2026 | 4/23/2026 | 138 |
| 5775 | Juniper Investment Company, LLC | $313M | Q1 2026 | 5/15/2026 | 9 |
| 5776 | WHITE MOUNTAINS INSURANCE GROUP LTD | $313M | Q1 2026 | 5/12/2026 | 2 |
| 5777 | Silver Coast Investments LLC | $313M | Q1 2026 | 4/22/2026 | 119 |
| 5778 | Raleigh Capital Management Inc. | $313M | Q2 2026 | 7/21/2026 | 610 |
| 5779 | FDx Advisors, Inc. | $313M | Q1 2026 | 5/1/2026 | 183 |
| 5780 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $313M | Q1 2026 | 5/4/2026 | 158 |
| 5781 | StoneCrest Wealth Management, Inc. | $313M | Q2 2026 | 7/9/2026 | 73 |
| 5782 | First Citizens Asset Management, Inc. | $313M | Q2 2026 | 7/17/2026 | 30 |
| 5783 | Pegasus Asset Management, Inc. | $313M | Q1 2026 | 4/20/2026 | 67 |
| 5784 | Kercheville Advisors, LLC | $313M | Q1 2026 | 4/20/2026 | 106 |
| 5785 | Worth Asset Management, LLC | $313M | Q2 2026 | 7/8/2026 | 212 |
| 5786 | StrongBox Wealth, LLC | $313M | Q1 2026 | 5/8/2026 | 95 |
| 5787 | Beacon Wealthcare LLC | $312M | Q2 2026 | 7/1/2026 | 26 |
| 5788 | MARYLAND CAPITAL ADVISORS INC. | $312M | Q2 2026 | 7/17/2026 | 1,043 |
| 5789 | CALIFORNIA FIRST LEASING CORP | $312M | Q1 2026 | 4/28/2026 | 39 |
| 5790 | Elyxium Wealth, LLC | $312M | Q1 2026 | 5/6/2026 | 165 |
| 5791 | Hellman & Friedman Investors V (Cayman), Ltd. | $312M | Q2 2014 | 8/7/2014 | 1 |
| 5792 | Midwest Heritage Bank, FSB | $312M | Q1 2026 | 4/15/2026 | 51 |
| 5793 | PORTLAND INVESTMENT COUNSEL INC. | $312M | Q1 2026 | 5/14/2026 | 55 |
| 5794 | Ferox Capital Management LP | $312M | Q1 2014 | 5/13/2014 | 42 |
| 5795 | March Altus Capital Management LP | $311M | Q1 2014 | 5/15/2014 | 28 |
| 5796 | Towne Trust Company, N.A | $311M | Q1 2026 | 4/22/2026 | 318 |
| 5797 | Five Oceans Advisors | $311M | Q2 2026 | 7/15/2026 | 204 |
| 5798 | Oak Asset Management, LLC | $311M | Q2 2026 | 7/10/2026 | 115 |
| 5799 | Lakeshore Financial Planning, Inc. | $311M | Q2 2026 | 7/13/2026 | 92 |
| 5800 | Applied Capital LLC | $310M | Q2 2026 | 7/21/2026 | 53 |