Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5601 | OMT Capital Management LLC | $317M | Q1 2014 | 5/15/2014 | 33 |
| 5602 | Hayek Kallen Investment Management | $317M | Q4 2025 | 3/4/2026 | 93 |
| 5603 | Payne Capital Management, LLC | $317M | Q4 2025 | 2/2/2026 | 81 |
| 5604 | Elmwood Wealth Management, Inc. | $317M | Q4 2025 | 1/8/2026 | 171 |
| 5605 | SAGEVIEW CAPITAL LP | $317M | Q1 2014 | 5/15/2014 | 6 |
| 5606 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $316M | Q4 2025 | 2/12/2026 | 136 |
| 5607 | S&T BANK/PA | $316M | Q4 2025 | 2/13/2026 | 413 |
| 5608 | Able Wealth Management LLC | $316M | Q4 2025 | 1/27/2026 | 113 |
| 5609 | SAM Advisors, LLC | $316M | Q4 2025 | 2/12/2026 | 44 |
| 5610 | AMERICAN ASSETS INC | $316M | Q4 2025 | 2/3/2026 | 24 |
| 5611 | IronBridge Private Wealth, LLC | $316M | Q4 2025 | 2/23/2026 | 46 |
| 5612 | Nicollet Investment Management, Inc. | $316M | Q4 2025 | 2/11/2026 | 74 |
| 5613 | Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $316M | Q4 2025 | 1/12/2026 | 11 |
| 5614 | Future Fund LLC | $316M | Q4 2025 | 2/10/2026 | 143 |
| 5615 | JEPPSON WEALTH MANAGEMENT, LLC | $316M | Q4 2025 | 1/27/2026 | 225 |
| 5616 | Nine Ten Capital Management LLC | $316M | Q4 2025 | 2/17/2026 | 8 |
| 5617 | LifeWealth Investments, LLC | $316M | Q4 2025 | 1/26/2026 | 154 |
| 5618 | Quaker Wealth Management, LLC | $316M | Q4 2025 | 1/28/2026 | 967 |
| 5619 | Independent Portfolio Consultants, Inc. | $316M | Q1 2014 | 5/13/2014 | 449 |
| 5620 | Amtrust Financial Services, Inc. | $316M | Q4 2025 | 1/22/2026 | 15 |
| 5621 | Shaker Financial Services, LLC | $315M | Q4 2025 | 1/26/2026 | 165 |
| 5622 | Altrafin AG | $315M | Q4 2025 | 2/13/2026 | 46 |
| 5623 | Guardian Wealth Management, LLC | $315M | Q4 2025 | 1/20/2026 | 29 |
| 5624 | Bayberry Capital Partners LP | $315M | Q4 2025 | 2/17/2026 | 25 |
| 5625 | LUCAS CAPITAL MANAGEMENT | $315M | Q2 2014 | 7/30/2014 | 153 |
| 5626 | FSB PREMIER WEALTH MANAGEMENT, INC. | $315M | Q4 2025 | 2/3/2026 | 237 |
| 5627 | 25 LLC | $315M | Q4 2025 | 1/15/2026 | 71 |
| 5628 | Timonier Family Office, LTD. | $315M | Q4 2025 | 2/4/2026 | 56 |
| 5629 | RED MOUNTAIN CAPITAL PARTNERS LLC | $315M | Q1 2014 | 5/15/2014 | 10 |
| 5630 | Ranger International Management, LP | $315M | Q1 2014 | 5/14/2014 | 38 |
| 5631 | LG Capital Management, LP | $315M | Q1 2014 | 5/15/2014 | 39 |
| 5632 | Berkeley, Inc | $314M | Q4 2025 | 1/26/2026 | 79 |
| 5633 | DSAM Partners (London) Ltd | $314M | Q1 2014 | 5/12/2014 | 25 |
| 5634 | Auour Investments LLC | $314M | Q4 2025 | 1/12/2026 | 89 |
| 5635 | Russell Clark Investment Management Ltd | $314M | Q1 2014 | 4/9/2014 | 23 |
| 5636 | Crestview Partners IV GP, L.P. | $314M | Q4 2025 | 2/13/2026 | 2 |
| 5637 | Boundless Plain Holdings Ltd | $314M | Q4 2025 | 2/9/2026 | 19 |
| 5638 | Essential Planning, LLC. | $314M | Q4 2025 | 1/15/2026 | 90 |
| 5639 | Atle Fund Management AB | $313M | Q4 2025 | 2/6/2026 | 39 |
| 5640 | FIRST UNITED BANK & TRUST | $313M | Q4 2025 | 1/21/2026 | 394 |
| 5641 | MTM Investment Management, LLC | $313M | Q4 2025 | 2/9/2026 | 710 |
| 5642 | Gold Investment Management Ltd. | $313M | Q4 2025 | 1/28/2026 | 204 |
| 5643 | Iyo Bank, Ltd. | $313M | Q4 2025 | 2/13/2026 | 37 |
| 5644 | DORVAL Corp | $313M | Q4 2025 | 1/26/2026 | 43 |
| 5645 | Sensible Money, LLC | $313M | Q4 2025 | 2/9/2026 | 86 |
| 5646 | HAZLETT, BURT & WATSON, INC. | $313M | Q4 2025 | 2/10/2026 | 931 |
| 5647 | Private Wealth Advisors, LLC | $313M | Q4 2025 | 2/6/2026 | 91 |
| 5648 | Regents Gate Capital LLP | $312M | Q4 2025 | 2/12/2026 | 37 |
| 5649 | Next Capital Management LLC | $312M | Q4 2025 | 2/11/2026 | 136 |
| 5650 | Radcliff Management LLC | $312M | Q4 2025 | 2/17/2026 | 1 |
| 5651 | HARVEST MANAGEMENT LLC | $312M | Q4 2025 | 2/17/2026 | 62 |
| 5652 | Gen-Wealth Partners Inc | $312M | Q4 2025 | 2/13/2026 | 689 |
| 5653 | Cabot-Wellington, LLC | $312M | Q4 2025 | 1/28/2026 | 5 |
| 5654 | Verde Servicos Internacionais S.A. | $312M | Q4 2025 | 2/6/2026 | 32 |
| 5655 | Planned Solutions, Inc. | $312M | Q4 2025 | 1/28/2026 | 139 |
| 5656 | Hellman & Friedman Investors V (Cayman), Ltd. | $312M | Q2 2014 | 8/7/2014 | 1 |
| 5657 | SYKON CAPITAL LLC | $312M | Q4 2025 | 2/12/2026 | 118 |
| 5658 | Balance Wealth, LLC | $312M | Q4 2025 | 1/21/2026 | 143 |
| 5659 | Ferox Capital Management LP | $312M | Q1 2014 | 5/13/2014 | 42 |
| 5660 | March Altus Capital Management LP | $311M | Q1 2014 | 5/15/2014 | 28 |
| 5661 | Schiavi & Co LLC | $311M | Q4 2025 | 2/13/2026 | 45 |
| 5662 | Sophron Capital Management L.P. | $311M | Q4 2025 | 2/17/2026 | 39 |
| 5663 | Commonwealth Retirement Investments LLC | $311M | Q4 2025 | 2/11/2026 | 435 |
| 5664 | Catalys Pacific, LLC | $311M | Q4 2025 | 2/10/2026 | 2 |
| 5665 | BENNETT SELBY INVESTMENTS LP | $311M | Q4 2025 | 1/8/2026 | 84 |
| 5666 | Sanofi | $310M | Q4 2025 | 2/11/2026 | 8 |
| 5667 | Team Hewins, LLC | $310M | Q4 2025 | 1/28/2026 | 40 |
| 5668 | TA ASSOCIATES, L.P. | $310M | Q1 2014 | 5/13/2014 | 2 |
| 5669 | Bell & Brown Wealth Advisors, LLC | $310M | Q4 2025 | 1/30/2026 | 71 |
| 5670 | Mirabaud & Cie SA | $310M | Q4 2025 | 1/16/2026 | 57 |
| 5671 | EARNED WEALTH ADVISORS, LLC | $310M | Q4 2025 | 1/27/2026 | 92 |
| 5672 | PECAUT & CO. | $310M | Q4 2025 | 2/10/2026 | 70 |
| 5673 | FSI GROUP, LLC | $310M | Q2 2014 | 8/8/2014 | 72 |
| 5674 | WASHINGTON STATE INVESTMENT BOARD | $310M | Q4 2025 | 2/9/2026 | 2 |
| 5675 | Cipher Capital LP | $310M | Q2 2014 | 8/11/2014 | 387 |
| 5676 | Bear Mountain Capital, Inc. | $310M | Q4 2025 | 1/22/2026 | 199 |
| 5677 | CAPITAL WEALTH MANAGEMENT, LLC | $310M | Q4 2025 | 2/2/2026 | 35 |
| 5678 | Pines Wealth Management, LLC | $310M | Q4 2025 | 2/2/2026 | 225 |
| 5679 | Lind Value II ApS | $310M | Q4 2025 | 2/9/2026 | 9 |
| 5680 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $310M | Q4 2025 | 2/12/2026 | 25 |
| 5681 | Stephens Consulting, LLC | $309M | Q4 2025 | 1/13/2026 | 476 |
| 5682 | RICHARDSON FINANCIAL SERVICES INC. | $309M | Q4 2025 | 1/22/2026 | 698 |
| 5683 | Davern Capital Partners, LP | $309M | Q4 2025 | 2/13/2026 | 14 |
| 5684 | BELLEVUE ASSET MANAGEMENT, LLC | $309M | Q4 2025 | 1/23/2026 | 489 |
| 5685 | Skaana Management L.P. | $309M | Q4 2025 | 2/10/2026 | 183 |
| 5686 | WADE G W & INC | $309M | Q1 2014 | 5/14/2014 | 74 |
| 5687 | Solus Alternative Asset Management LP | $309M | Q4 2025 | 2/17/2026 | 10 |
| 5688 | GoodHaven Capital Management, LLC | $309M | Q4 2025 | 2/10/2026 | 26 |
| 5689 | One Fin Capital Management LP | $309M | Q4 2025 | 2/17/2026 | 19 |
| 5690 | Caerus Investment Advisors, LLC | $309M | Q4 2025 | 2/12/2026 | 311 |
| 5691 | Precision Wealth Strategies, LLC | $309M | Q4 2025 | 1/30/2026 | 160 |
| 5692 | Itau USA Asset Management Inc. | $309M | Q1 2014 | 5/15/2014 | 114 |
| 5693 | Defender Capital, LLC. | $309M | Q4 2025 | 1/12/2026 | 38 |
| 5694 | Alteri Wealth LLC | $309M | Q4 2025 | 2/11/2026 | 286 |
| 5695 | GREAT POINT PARTNERS LLC | $308M | Q4 2025 | 2/17/2026 | 29 |
| 5696 | Evelyn Partners Investment Management (Europe) Ltd | $308M | Q4 2025 | 2/13/2026 | 185 |
| 5697 | Rakuten Securities, Inc. | $308M | Q4 2025 | 1/29/2026 | 892 |
| 5698 | Index Venture Growth Associates V Ltd | $308M | Q4 2025 | 2/13/2026 | 3 |
| 5699 | Cederberg Capital Ltd | $308M | Q4 2025 | 2/18/2026 | 9 |
| 5700 | TRAIN BABCOCK ADVISORS LLC | $308M | Q2 2014 | 7/30/2014 | 126 |
| 5701 | CALIFORNIA FIRST LEASING CORP | $308M | Q4 2025 | 2/17/2026 | 45 |
| 5702 | Concord Investment Counsel Inc. | $308M | Q4 2025 | 2/10/2026 | 40 |
| 5703 | Dynamic Capital Management Ltd | $308M | Q1 2014 | 5/15/2014 | 382 |
| 5704 | Chanos & Co LP | $308M | Q1 2014 | 5/15/2014 | 25 |
| 5705 | Crestmont Private Wealth LLC | $308M | Q4 2025 | 2/10/2026 | 95 |
| 5706 | TRED AVON FAMILY WEALTH, LLC | $307M | Q4 2025 | 1/27/2026 | 257 |
| 5707 | Lifestyle Asset Management, Inc. | $307M | Q4 2025 | 2/11/2026 | 138 |
| 5708 | jvl associates llc | $307M | Q4 2025 | 1/9/2026 | 63 |
| 5709 | JW Asset Management, LLC | $307M | Q4 2025 | 2/6/2026 | 18 |
| 5710 | Argentarii, LLC | $307M | Q4 2025 | 1/13/2026 | 199 |
| 5711 | KINGS POINT CAPITAL MANAGEMENT | $307M | Q1 2014 | 5/12/2014 | 273 |
| 5712 | V3 Capital Management, L.P. | $307M | Q1 2014 | 5/15/2014 | 14 |
| 5713 | Canopy Partners, LLC | $307M | Q4 2025 | 2/12/2026 | 253 |
| 5714 | Goepper Burkhardt LLC | $307M | Q4 2025 | 2/9/2026 | 103 |
| 5715 | 10-15 ASSOCIATES, INC. | $307M | Q1 2014 | 5/6/2014 | 101 |
| 5716 | Fairfield Financial Advisors, LTD | $307M | Q4 2025 | 2/2/2026 | 72 |
| 5717 | Resolute Advisors LLC | $307M | Q4 2025 | 2/11/2026 | 73 |
| 5718 | HIGH POINT BANK & TRUST CO | $307M | Q2 2014 | 8/4/2014 | 411 |
| 5719 | TTP Investments, Inc. | $307M | Q4 2025 | 1/28/2026 | 40 |
| 5720 | SCHOONER CAPITAL CORP | $306M | Q2 2014 | 8/11/2014 | 2 |
| 5721 | Your Advocates Ltd., LLP | $306M | Q4 2025 | 2/2/2026 | 240 |
| 5722 | Family Capital Trust Co | $306M | Q4 2025 | 1/27/2026 | 87 |
| 5723 | DIXON HUBARD FEINOUR & BROWN INC/VA | $306M | Q2 2014 | 7/28/2014 | 185 |
| 5724 | Jacobsen Capital Management | $306M | Q4 2025 | 1/26/2026 | 121 |
| 5725 | Fore Capital, LLC | $306M | Q4 2025 | 2/11/2026 | 52 |
| 5726 | ACT WEALTH MANAGEMENT, LLC | $306M | Q4 2025 | 1/15/2026 | 61 |
| 5727 | Chapter IV Investors, LLC | $306M | Q1 2014 | 5/12/2014 | 11 |
| 5728 | Realta Investment Advisors | $306M | Q4 2025 | 1/20/2026 | 346 |
| 5729 | SANDLER CAPITAL MANAGEMENT | $305M | Q4 2025 | 2/17/2026 | 141 |
| 5730 | Juniper Capital Advisors, L.P. | $305M | Q4 2025 | 2/17/2026 | 2 |
| 5731 | X-Square Capital, LLC | $305M | Q4 2025 | 2/11/2026 | 161 |
| 5732 | FIRETRAIL INVESTMENTS PTY LTD | $305M | Q4 2025 | 2/4/2026 | 29 |
| 5733 | Strathmore Capital Advisors, Inc. | $305M | Q4 2025 | 2/13/2026 | 113 |
| 5734 | LFL Advisers, LLC | $305M | Q4 2025 | 2/13/2026 | 8 |
| 5735 | Eaton-Cambridge Inc. | $305M | Q4 2025 | 2/13/2026 | 45 |
| 5736 | Greenfield Seitz Capital Management, LLC | $305M | Q4 2025 | 2/12/2026 | 108 |
| 5737 | Wealth Advisors of Iowa, LLC | $305M | Q4 2025 | 2/5/2026 | 84 |
| 5738 | TIGER MANAGEMENT L.L.C. | $304M | Q1 2014 | 5/15/2014 | 56 |
| 5739 | BHK Investment Advisors, LLC | $304M | Q4 2025 | 2/3/2026 | 72 |
| 5740 | ARROWGRASS CAPITAL PARTNERS LLP | $304M | Q1 2014 | 5/15/2014 | 21 |
| 5741 | StrongBox Wealth, LLC | $304M | Q4 2025 | 1/21/2026 | 93 |
| 5742 | GRAND JEAN CAPITAL MANAGEMENT INC | $304M | Q2 2014 | 8/6/2014 | 40 |
| 5743 | Omega Financial Group, LLC | $304M | Q4 2025 | 1/28/2026 | 111 |
| 5744 | GeoSphere Capital Management, LLC | $304M | Q4 2025 | 2/9/2026 | 40 |
| 5745 | HIGHLAND PEAK CAPITAL, LLC | $304M | Q4 2025 | 2/12/2026 | 15 |
| 5746 | JUNCTURE WEALTH STRATEGIES, LLC | $304M | Q4 2025 | 1/27/2026 | 134 |
| 5747 | FORTRESS PRIVATE LEDGER, LLC | $304M | Q4 2025 | 2/12/2026 | 219 |
| 5748 | Cubic Asset Management, LLC | $304M | Q2 2014 | 7/29/2014 | 151 |
| 5749 | Jackson, Grant Investment Advisers, Inc. | $304M | Q4 2025 | 1/27/2026 | 395 |
| 5750 | Sagard Capital Partners Management Corp | $304M | Q1 2014 | 5/15/2014 | 8 |
| 5751 | USAdvisors Wealth Management, LLC | $304M | Q4 2025 | 2/5/2026 | 136 |
| 5752 | Solitude Financial Services | $303M | Q4 2025 | 1/15/2026 | 38 |
| 5753 | First Western Capital Management Co | $303M | Q2 2014 | 7/23/2014 | 123 |
| 5754 | Roth Financial Partners LLC | $303M | Q4 2025 | 1/29/2026 | 32 |
| 5755 | VISTA INVESTMENT MANAGEMENT | $303M | Q4 2025 | 2/17/2026 | 178 |
| 5756 | OGBORNE CAPITAL MANAGEMENT, LLC | $303M | Q4 2025 | 2/13/2026 | 11 |
| 5757 | Milestones Administradora de Recursos Ltda. | $303M | Q4 2025 | 2/10/2026 | 18 |
| 5758 | Game Creek Capital, LP | $303M | Q4 2025 | 2/17/2026 | 92 |
| 5759 | Spruce Street Capital LP | $303M | Q4 2025 | 2/13/2026 | 27 |
| 5760 | Royal Harbor Partners, LLC | $303M | Q4 2025 | 2/19/2026 | 51 |
| 5761 | DIALECTIC CAPITAL MANAGEMENT, LP | $303M | Q1 2014 | 5/15/2014 | 155 |
| 5762 | MONROE BANK & TRUST/MI | $302M | Q2 2014 | 7/31/2014 | 311 |
| 5763 | Norman Fields, Gottscho Capital Management, LLC | $302M | Q1 2026 | 4/2/2026 | 65 |
| 5764 | Jessup Wealth Management, Inc | $302M | Q4 2025 | 2/11/2026 | 388 |
| 5765 | Costello Asset Management, INC | $302M | Q4 2025 | 2/3/2026 | 691 |
| 5766 | Winslow, Evans & Crocker, Inc. | $302M | Q2 2014 | 7/16/2014 | 1,298 |
| 5767 | Westshore Wealth, LLC | $302M | Q4 2025 | 2/25/2026 | 103 |
| 5768 | Investment Research & Advisory Group, Inc. | $302M | Q4 2025 | 1/20/2026 | 276 |
| 5769 | ROGCO, LP | $302M | Q4 2025 | 1/30/2026 | 205 |
| 5770 | Leisure Capital Management | $302M | Q4 2025 | 1/27/2026 | 150 |
| 5771 | TSA Wealth Managment LLC | $302M | Q4 2025 | 1/22/2026 | 89 |
| 5772 | Idaho Trust Co | $302M | Q4 2025 | 2/5/2026 | 105 |
| 5773 | TFR Capital, LLC. | $302M | Q4 2025 | 1/27/2026 | 161 |
| 5774 | Bishop & Co Investment Management, LLC | $302M | Q4 2025 | 1/21/2026 | 28 |
| 5775 | CASTLE WEALTH MANAGEMENT LLC | $302M | Q4 2025 | 1/22/2026 | 131 |
| 5776 | GHE, LLC | $302M | Q4 2025 | 2/9/2026 | 54 |
| 5777 | BERKSHIRE CAPITAL HOLDINGS INC | $302M | Q4 2025 | 2/9/2026 | 109 |
| 5778 | Sunpointe, LLC | $302M | Q4 2025 | 1/23/2026 | 261 |
| 5779 | BCR Wealth Strategies, LLC | $302M | Q4 2025 | 1/23/2026 | 37 |
| 5780 | BOURNE LENT ASSET MANAGEMENT INC | $301M | Q4 2025 | 1/14/2026 | 63 |
| 5781 | LifeGuide Financial Advisors, LLC | $301M | Q4 2025 | 1/5/2026 | 47 |
| 5782 | Peachtree Investment Partners, LLC | $301M | Q4 2025 | 2/11/2026 | 127 |
| 5783 | Sonoma Allocations LLC | $301M | Q4 2025 | 2/23/2026 | 128 |
| 5784 | Richard W. Paul & Associates, LLC | $301M | Q4 2025 | 2/12/2026 | 294 |
| 5785 | DHJJ Financial Advisors, Ltd. | $301M | Q4 2025 | 1/23/2026 | 1,039 |
| 5786 | HAMILTON CAPITAL PARTNERS, LLC | $301M | Q4 2025 | 1/27/2026 | 36 |
| 5787 | Beacon Bridge Wealth Partners, LLC | $301M | Q4 2025 | 1/27/2026 | 98 |
| 5788 | COOPER INVESTORS PTY LTD | $301M | Q4 2025 | 1/14/2026 | 41 |
| 5789 | Punch Card Management L.P. | $301M | Q4 2025 | 2/17/2026 | 5 |
| 5790 | Tulsa Wealth Advisors, INC | $301M | Q4 2025 | 3/3/2026 | 110 |
| 5791 | Vert Asset Management LLC | $301M | Q4 2025 | 1/27/2026 | 46 |
| 5792 | FLIPPIN BRUCE & PORTER INC | $301M | Q2 2014 | 8/4/2014 | 77 |
| 5793 | Hi-Line Capital Management, LLC | $300M | Q4 2025 | 2/6/2026 | 37 |
| 5794 | OneAscent Wealth Management LLC | $300M | Q4 2025 | 2/11/2026 | 170 |
| 5795 | Ketron Financial | $300M | Q4 2025 | 2/24/2026 | 56 |
| 5796 | Prosperity Wealth Management, Inc. | $300M | Q4 2025 | 3/27/2026 | 251 |
| 5797 | Aspect Management, LLC | $300M | Q4 2025 | 2/17/2026 | 1 |
| 5798 | Buttonwood Financial Advisors Inc. | $300M | Q4 2025 | 2/4/2026 | 104 |
| 5799 | Ravenswood Partners LP | $300M | Q4 2025 | 2/17/2026 | 34 |
| 5800 | Front Row Advisors LLC | $300M | Q4 2025 | 2/12/2026 | 565 |