Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5601 | HAMEL ASSOCIATES, INC. | $363M | Q2 2026 | 7/27/2026 | 92 |
| 5602 | O'Brien Greene & Co. Inc | $362M | Q2 2026 | 8/6/2026 | 149 |
| 5603 | Wealth Management Associates, Inc. | $362M | Q2 2026 | 7/21/2026 | 254 |
| 5604 | MILLINGTON SECURITIES, LLC | $362M | Q1 2026 | 7/15/2026 | 275 |
| 5605 | Foresite Capital Management V, LLC | $362M | Q2 2026 | 8/14/2026 | 9 |
| 5606 | Alteri Wealth LLC | $362M | Q2 2026 | 7/29/2026 | 296 |
| 5607 | SAXON INTERESTS, INC. | $362M | Q2 2026 | 8/12/2026 | 238 |
| 5608 | Francisco Partners Management, LP | $361M | Q2 2026 | 8/14/2026 | 3 |
| 5609 | Pamplona Capital Management, LLC | $361M | Q2 2026 | 8/14/2026 | 5 |
| 5610 | Solitude Financial Services | $361M | Q2 2026 | 7/24/2026 | 42 |
| 5611 | ParaFi Capital LP | $361M | Q2 2026 | 8/14/2026 | 24 |
| 5612 | HT Partners LLC | $361M | Q2 2026 | 7/16/2026 | 53 |
| 5613 | Mass General Brigham, Inc | $361M | Q2 2026 | 8/7/2026 | 6 |
| 5614 | WT Wealth Management | $361M | Q2 2026 | 7/22/2026 | 138 |
| 5615 | Demars Financial Group, LLC | $361M | Q2 2026 | 7/21/2026 | 113 |
| 5616 | QUADRANGLE GP INVESTORS LLC | $361M | Q2 2014 | 8/1/2014 | 5 |
| 5617 | JAMISON EATON & WOOD INC /NJ | $361M | Q1 2014 | 4/28/2014 | 107 |
| 5618 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $361M | Q2 2026 | 7/28/2026 | 59 |
| 5619 | WILLIAM HARRIS INVESTORS INC | $361M | Q2 2014 | 8/7/2014 | 87 |
| 5620 | Spectrum Asset Management, Inc. (NB/CA) | $360M | Q2 2026 | 7/31/2026 | 116 |
| 5621 | Kentucky Farm Bureau Mutual Insurance Co | $360M | Q2 2026 | 8/10/2026 | 69 |
| 5622 | Equita Financial Network, Inc. | $360M | Q2 2026 | 7/29/2026 | 95 |
| 5623 | Morling Financial Advisors, LLC | $360M | Q2 2026 | 8/6/2026 | 123 |
| 5624 | MADDEN SECURITIES Corp | $360M | Q2 2026 | 7/24/2026 | 118 |
| 5625 | BAROMETER CAPITAL MANAGEMENT INC. | $360M | Q2 2026 | 8/12/2026 | 136 |
| 5626 | PL Capital Advisors, LLC | $360M | Q2 2026 | 7/31/2026 | 31 |
| 5627 | Gen-Wealth Partners Inc | $360M | Q2 2026 | 8/10/2026 | 722 |
| 5628 | Bryant Woods Investment Advisors, LLC | $360M | Q2 2026 | 7/22/2026 | 85 |
| 5629 | Resurgent Financial Advisors LLC | $360M | Q2 2026 | 8/14/2026 | 316 |
| 5630 | Horizon Investment Services, LLC | $360M | Q2 2026 | 8/6/2026 | 143 |
| 5631 | Man Investment Partners (US) LP | $359M | Q2 2026 | 8/13/2026 | 6 |
| 5632 | Freedom Investment Management, Inc. | $359M | Q2 2026 | 8/10/2026 | 106 |
| 5633 | PCA Investment Advisory Services Inc. | $358M | Q2 2026 | 7/27/2026 | 59 |
| 5634 | Members Advisory Group LLC | $358M | Q2 2026 | 7/15/2026 | 42 |
| 5635 | Extract Advisors LLC | $358M | Q2 2026 | 8/14/2026 | 31 |
| 5636 | PORTLAND INVESTMENT COUNSEL INC. | $358M | Q2 2026 | 8/13/2026 | 58 |
| 5637 | Greystone Financial Group, LLC | $358M | Q2 2026 | 7/28/2026 | 74 |
| 5638 | Providence First Trust Co | $358M | Q2 2026 | 7/27/2026 | 196 |
| 5639 | Carroll Financial Associates, Inc. | $357M | Q2 2014 | 8/8/2014 | 976 |
| 5640 | METROPOLITAN LIFE INSURANCE CO/NY | $357M | Q2 2026 | 8/13/2026 | 11 |
| 5641 | Sentry LLC | $357M | Q2 2026 | 8/14/2026 | 132 |
| 5642 | SPC Financial, Inc. | $357M | Q2 2014 | 7/28/2014 | 105 |
| 5643 | Permit Capital, LLC | $357M | Q2 2026 | 8/11/2026 | 20 |
| 5644 | Menlo Ventures Management, L.P. | $357M | Q2 2026 | 8/10/2026 | 3 |
| 5645 | BARRETT & COMPANY, INC. | $357M | Q2 2026 | 7/24/2026 | 707 |
| 5646 | Hawkeye Capital Management, LLC | $357M | Q1 2014 | 5/15/2014 | 13 |
| 5647 | Guardian Wealth Management, LLC | $357M | Q2 2026 | 7/24/2026 | 30 |
| 5648 | Incline Global Management LLC | $357M | Q2 2026 | 8/14/2026 | 20 |
| 5649 | Chesapeake Wealth Management | $357M | Q2 2026 | 8/13/2026 | 168 |
| 5650 | Crestmont Private Wealth LLC | $356M | Q2 2026 | 8/7/2026 | 105 |
| 5651 | BANK OF STOCKTON | $356M | Q2 2026 | 7/29/2026 | 126 |
| 5652 | CORA CAPITAL ADVISORS LLC | $356M | Q2 2026 | 7/24/2026 | 145 |
| 5653 | Ascension Capital Advisors, Inc. | $356M | Q2 2026 | 7/27/2026 | 97 |
| 5654 | TigerOak Management, L.L.C. | $356M | Q2 2026 | 8/11/2026 | 139 |
| 5655 | BCR Wealth Strategies, LLC | $356M | Q2 2026 | 7/31/2026 | 32 |
| 5656 | eCIO, Inc. | $356M | Q2 2026 | 7/27/2026 | 46 |
| 5657 | Neumann Advisory Hong Kong Ltd | $356M | Q2 2026 | 7/8/2026 | 6 |
| 5658 | Eaton-Cambridge Inc. | $356M | Q2 2026 | 7/23/2026 | 70 |
| 5659 | GENESIS PRIVATE WEALTH, LLC | $356M | Q2 2026 | 7/13/2026 | 192 |
| 5660 | Core Wealth Management, Inc. | $356M | Q2 2026 | 7/29/2026 | 42 |
| 5661 | Sandbox Financial Partners, LLC | $356M | Q1 2026 | 4/8/2026 | 117 |
| 5662 | Hi-Line Capital Management, LLC | $355M | Q2 2026 | 7/24/2026 | 32 |
| 5663 | COMMONWEALTH BANK OF AUSTRALIA | $355M | Q2 2026 | 8/13/2026 | 2 |
| 5664 | Rise Advisors, LLC | $355M | Q2 2026 | 7/10/2026 | 103 |
| 5665 | TFR Capital, LLC. | $355M | Q2 2026 | 8/6/2026 | 165 |
| 5666 | NEW GENERATION ADVISORS, LLC | $355M | Q2 2014 | 8/4/2014 | 42 |
| 5667 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $355M | Q2 2026 | 7/24/2026 | 229 |
| 5668 | WATERSHED PRIVATE WEALTH LLC | $355M | Q2 2026 | 7/17/2026 | 120 |
| 5669 | FSB PREMIER WEALTH MANAGEMENT, INC. | $355M | Q2 2026 | 8/12/2026 | 257 |
| 5670 | Oxbow Capital Management (HK) Ltd | $355M | Q2 2026 | 8/13/2026 | 4 |
| 5671 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $355M | Q2 2026 | 8/7/2026 | 690 |
| 5672 | Regis Management CO LLC | $355M | Q2 2014 | 8/8/2014 | 53 |
| 5673 | FIRETRAIL INVESTMENTS PTY LTD | $355M | Q2 2026 | 8/6/2026 | 32 |
| 5674 | Santori & Peters, Inc. | $355M | Q2 2026 | 7/24/2026 | 83 |
| 5675 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | $355M | Q1 2014 | 5/14/2014 | 51 |
| 5676 | Anchor @ 65 Pte. Ltd. | $355M | Q2 2026 | 8/14/2026 | 2 |
| 5677 | Trust CO of the Ozarks | $355M | Q1 2014 | 5/12/2014 | 167 |
| 5678 | Advisor Resource Council | $355M | Q2 2026 | 7/28/2026 | 276 |
| 5679 | Coordinating Investment Fiduciary of Raytheon Master Pension Trust | $354M | Q2 2014 | 8/7/2014 | 6 |
| 5680 | Deer VII & Co. Ltd. | $354M | Q2 2014 | 8/4/2014 | 7 |
| 5681 | HANSBERGER GLOBAL INVESTORS INC/FL | $354M | Q2 2014 | 7/15/2014 | 26 |
| 5682 | Wheelhouse Advisory Group LLC | $354M | Q2 2026 | 7/23/2026 | 55 |
| 5683 | Laird Norton Wetherby Wealth Management, LLC | $354M | Q2 2014 | 8/1/2014 | 434 |
| 5684 | Timonier Family Office, LTD. | $354M | Q2 2026 | 8/3/2026 | 57 |
| 5685 | Essential Planning, LLC. | $354M | Q2 2026 | 8/3/2026 | 87 |
| 5686 | TSA Wealth Managment LLC | $354M | Q2 2026 | 8/3/2026 | 119 |
| 5687 | Somerset Trust Co | $354M | Q2 2026 | 7/6/2026 | 186 |
| 5688 | INCA Investments LLC | $353M | Q2 2026 | 7/28/2026 | 10 |
| 5689 | Autumn Glory Partners, LLC | $353M | Q2 2026 | 8/3/2026 | 212 |
| 5690 | Olde Wealth Management, LLC | $353M | Q2 2026 | 8/13/2026 | 119 |
| 5691 | Midwest Heritage Bank, FSB | $353M | Q2 2026 | 7/28/2026 | 53 |
| 5692 | AXS Investments LLC | $353M | Q2 2026 | 8/10/2026 | 193 |
| 5693 | jvl associates llc | $352M | Q2 2026 | 7/6/2026 | 79 |
| 5694 | FFG Partners, LLC | $352M | Q2 2026 | 7/9/2026 | 42 |
| 5695 | Seven Post Investment Office LP | $352M | Q2 2026 | 7/28/2026 | 42 |
| 5696 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $352M | Q2 2026 | 7/24/2026 | 85 |
| 5697 | Centerpoint Advisors, LLC | $352M | Q2 2026 | 8/5/2026 | 425 |
| 5698 | Sunpointe, LLC | $352M | Q2 2026 | 7/24/2026 | 281 |
| 5699 | FINANCIAL LIFE ADVISORS | $352M | Q2 2026 | 7/28/2026 | 60 |
| 5700 | SW Investment Management LLC | $352M | Q2 2026 | 8/14/2026 | 5 |
| 5701 | Palisades Investment Partners, LLC | $352M | Q2 2026 | 8/4/2026 | 53 |
| 5702 | Colonial River Investments, LLC | $352M | Q2 2026 | 7/24/2026 | 249 |
| 5703 | EVERPAR ADVISORS LLC | $352M | Q2 2026 | 7/9/2026 | 302 |
| 5704 | Metalmark Management II LLC | $352M | Q1 2014 | 5/15/2014 | 1 |
| 5705 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $351M | Q2 2026 | 8/12/2026 | 166 |
| 5706 | Gerald Baker Financial Group LLC | $351M | Q2 2026 | 8/3/2026 | 126 |
| 5707 | Whitegate Investment Counselors, Inc. | $351M | Q2 2026 | 8/10/2026 | 76 |
| 5708 | LifeGuide Financial Advisors, LLC | $351M | Q2 2026 | 7/9/2026 | 47 |
| 5709 | Tree Line Advisors (Hong Kong) Ltd. | $351M | Q2 2026 | 8/12/2026 | 3 |
| 5710 | Spectrum Wealth Advisory Group, LLC | $351M | Q2 2026 | 8/6/2026 | 543 |
| 5711 | Beacon Bridge Wealth Partners, LLC | $351M | Q2 2026 | 8/5/2026 | 105 |
| 5712 | Yakira Capital Management, Inc. | $351M | Q2 2026 | 8/13/2026 | 202 |
| 5713 | Pegasus Asset Management, Inc. | $351M | Q2 2026 | 8/5/2026 | 75 |
| 5714 | StrongBox Wealth, LLC | $351M | Q2 2026 | 7/23/2026 | 267 |
| 5715 | Fieldview Capital Management, LLC | $351M | Q2 2026 | 8/14/2026 | 507 |
| 5716 | DAVIS-REA LTD. | $351M | Q2 2026 | 8/4/2026 | 45 |
| 5717 | MTM Investment Management, LLC | $350M | Q2 2026 | 8/3/2026 | 708 |
| 5718 | STONEHILL CAPITAL MANAGEMENT LLC | $350M | Q2 2026 | 8/14/2026 | 15 |
| 5719 | Attestor Capital Ltd | $350M | Q2 2026 | 8/4/2026 | 4 |
| 5720 | Perennial Investment Partners LTD | $350M | Q1 2014 | 5/15/2014 | 75 |
| 5721 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | $350M | Q2 2014 | 7/10/2014 | 105 |
| 5722 | Oxler Private Wealth LLC | $350M | Q2 2026 | 8/3/2026 | 93 |
| 5723 | PKO BP BANKOWY Universal Pension Society JSC | $350M | Q2 2026 | 7/8/2026 | 13 |
| 5724 | Kirkwood Financial Services | $350M | Q2 2026 | 8/25/2026 | 42 |
| 5725 | Your Advocates Ltd., LLP | $350M | Q2 2026 | 8/5/2026 | 210 |
| 5726 | Loeb Offshore Management LP | $350M | Q1 2014 | 5/15/2014 | 176 |
| 5727 | MGB Wealth Management, LLC | $350M | Q4 2025 | 2/17/2026 | 308 |
| 5728 | Yukon Wealth Management, Inc. | $349M | Q2 2026 | 8/14/2026 | 132 |
| 5729 | Arrowroot Family Office, LLC | $349M | Q2 2026 | 8/6/2026 | 174 |
| 5730 | DENVER WEALTH MANAGEMENT, INC. | $349M | Q2 2026 | 8/7/2026 | 109 |
| 5731 | Planned Solutions, Inc. | $349M | Q2 2026 | 7/13/2026 | 155 |
| 5732 | Robinswood Financial LLC | $349M | Q2 2026 | 7/14/2026 | 435 |
| 5733 | USAdvisors Wealth Management, LLC | $349M | Q2 2026 | 7/29/2026 | 144 |
| 5734 | Riverview Capital Advisers, LLC | $349M | Q2 2026 | 8/13/2026 | 88 |
| 5735 | Auour Investments LLC | $349M | Q2 2026 | 7/21/2026 | 95 |
| 5736 | Future Fund LLC | $349M | Q2 2026 | 8/12/2026 | 118 |
| 5737 | Timelo Investment Management Inc. | $349M | Q2 2026 | 8/13/2026 | 49 |
| 5738 | Parkshore Wealth Management, Inc. | $348M | Q2 2026 | 8/7/2026 | 72 |
| 5739 | PCJ Investment Counsel Ltd. | $348M | Q2 2026 | 8/12/2026 | 62 |
| 5740 | OSKIE CAPITAL MANAGEMENT, LLC | $348M | Q1 2014 | 5/15/2014 | 30 |
| 5741 | Tieton Capital Management, LLC | $348M | Q2 2026 | 8/10/2026 | 37 |
| 5742 | Pines Wealth Management, LLC | $348M | Q2 2026 | 7/22/2026 | 219 |
| 5743 | FIRST UNITED BANK & TRUST | $348M | Q2 2026 | 7/20/2026 | 420 |
| 5744 | DORVAL Corp | $347M | Q2 2026 | 7/24/2026 | 49 |
| 5745 | Highview Capital Management LLC/DE/ | $347M | Q2 2026 | 8/11/2026 | 118 |
| 5746 | Lanham O'Dell & Company, Inc. | $347M | Q4 2025 | 1/12/2026 | 40 |
| 5747 | Select Asset Management & Trust | $347M | Q2 2026 | 8/11/2026 | 79 |
| 5748 | CPA Asset Management Group, LLC | $347M | Q2 2026 | 7/9/2026 | 97 |
| 5749 | Argyle Capital Management, LLC | $347M | Q2 2026 | 7/28/2026 | 138 |
| 5750 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $347M | Q2 2026 | 7/14/2026 | 140 |
| 5751 | DHJJ Financial Advisors, Ltd. | $347M | Q2 2026 | 7/24/2026 | 1,082 |
| 5752 | Key Client Fiduciary Advisors, LLC | $347M | Q2 2026 | 7/9/2026 | 232 |
| 5753 | Keewaydin Investments LLC | $347M | Q2 2026 | 8/14/2026 | 18 |
| 5754 | BRADY FAMILY WEALTH, LLC | $346M | Q2 2026 | 7/13/2026 | 113 |
| 5755 | CORBYN INVESTMENT MANAGEMENT INC/MD | $346M | Q2 2026 | 8/6/2026 | 66 |
| 5756 | Technology Crossover Management VIII, Ltd. | $346M | Q2 2026 | 8/7/2026 | 5 |
| 5757 | RR Advisors, LLC | $346M | Q2 2026 | 8/13/2026 | 25 |
| 5758 | Clarus Ventures, LLC | $346M | Q1 2014 | 5/9/2014 | 5 |
| 5759 | Front Row Advisors LLC | $345M | Q2 2026 | 8/13/2026 | 576 |
| 5760 | Matthew 25 Management Corp | $345M | Q2 2026 | 8/13/2026 | 20 |
| 5761 | LONESTAR CAPITAL MANAGEMENT LLC | $345M | Q2 2026 | 8/14/2026 | 29 |
| 5762 | Enavate Sciences GP, LLC | $345M | Q2 2026 | 8/14/2026 | 7 |
| 5763 | MUHLENKAMP & CO INC | $345M | Q2 2026 | 8/17/2026 | 28 |
| 5764 | Bear Mountain Capital, Inc. | $345M | Q2 2026 | 7/20/2026 | 214 |
| 5765 | G&S Capital LLC | $345M | Q2 2026 | 7/10/2026 | 155 |
| 5766 | Aisling Capital LLC | $345M | Q2 2014 | 8/8/2014 | 16 |
| 5767 | West Family Investments, Inc. | $345M | Q2 2026 | 8/10/2026 | 468 |
| 5768 | Westwood Wealth Management | $345M | Q2 2026 | 8/7/2026 | 43 |
| 5769 | Sender Co & Partners, Inc. | $345M | Q2 2026 | 8/14/2026 | 120 |
| 5770 | 3D ASSET MANAGEMENT, INC | $345M | Q2 2014 | 7/31/2014 | 39 |
| 5771 | Alaethes Wealth, LLC | $345M | Q2 2026 | 8/14/2026 | 111 |
| 5772 | Knowledge Leaders Capital, LLC | $344M | Q2 2014 | 7/22/2014 | 39 |
| 5773 | ACIMA PRIVATE WEALTH, LLC | $344M | Q2 2026 | 7/6/2026 | 173 |
| 5774 | HAMILTON CAPITAL PARTNERS, LLC | $344M | Q2 2026 | 7/20/2026 | 32 |
| 5775 | Deccan Value Investors L.P. | $344M | Q1 2014 | 5/14/2014 | 7 |
| 5776 | HIGHLAND PEAK CAPITAL, LLC | $344M | Q2 2026 | 8/12/2026 | 13 |
| 5777 | Quaker Wealth Management, LLC | $344M | Q2 2026 | 7/24/2026 | 969 |
| 5778 | Eleva Capital SAS | $343M | Q2 2026 | 7/2/2026 | 24 |
| 5779 | Capital Planning LLC | $343M | Q2 2026 | 7/22/2026 | 88 |
| 5780 | PFW Advisors LLC | $343M | Q2 2026 | 7/13/2026 | 124 |
| 5781 | Wealthstar Advisors, LLC | $343M | Q2 2026 | 7/30/2026 | 114 |
| 5782 | Nova R Wealth, Inc. | $343M | Q2 2026 | 7/17/2026 | 86 |
| 5783 | Orion Investment Co | $343M | Q2 2026 | 8/11/2026 | 73 |
| 5784 | Saranac Partners Ltd | $343M | Q2 2026 | 8/13/2026 | 117 |
| 5785 | Coe Capital Management, LLC | $342M | Q1 2014 | 5/14/2014 | 233 |
| 5786 | Solus Alternative Asset Management LP | $342M | Q2 2026 | 8/14/2026 | 10 |
| 5787 | Idaho Trust Co | $342M | Q2 2026 | 8/6/2026 | 98 |
| 5788 | Covenant Partners, LLC | $342M | Q4 2025 | 1/26/2026 | 135 |
| 5789 | BCWM, LLC | $342M | Q2 2026 | 8/14/2026 | 57 |
| 5790 | Jacobsen Capital Management | $342M | Q2 2026 | 7/29/2026 | 126 |
| 5791 | Ferguson Shapiro LLC | $342M | Q2 2026 | 7/9/2026 | 91 |
| 5792 | Owl Creek Wealth Partners LLC | $342M | Q2 2026 | 7/20/2026 | 1,289 |
| 5793 | ELLINGTON MANAGEMENT GROUP LLC | $342M | Q1 2014 | 5/15/2014 | 586 |
| 5794 | Western Financial Corp/CA | $341M | Q2 2026 | 7/22/2026 | 132 |
| 5795 | Roberts Financial Services LLC | $341M | Q2 2026 | 8/6/2026 | 33 |
| 5796 | Verger Capital Management LLC | $341M | Q2 2026 | 7/28/2026 | 13 |
| 5797 | Yeomans Consulting Group, Inc. | $341M | Q4 2025 | 1/7/2026 | 113 |
| 5798 | NORTHSTAR ASSET MANAGEMENT INC | $341M | Q2 2026 | 7/28/2026 | 91 |
| 5799 | Factorial Partners, LLC | $341M | Q2 2026 | 8/14/2026 | 1 |
| 5800 | McCollum Christoferson Group LLC | $341M | Q2 2026 | 7/13/2026 | 80 |