Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5601 | Select Asset Management & Trust | $320M | Q1 2026 | 5/14/2026 | 77 |
| 5602 | FORTRESS PRIVATE LEDGER, LLC | $320M | Q1 2026 | 5/13/2026 | 251 |
| 5603 | Quaker Wealth Management, LLC | $320M | Q1 2026 | 4/10/2026 | 974 |
| 5604 | Stephens Greth Foundation | $320M | Q1 2026 | 5/8/2026 | 4 |
| 5605 | CYPRESS CAPITAL MANAGEMENT LLC | $320M | Q1 2014 | 5/16/2014 | 47 |
| 5606 | HAZLETT, BURT & WATSON, INC. | $320M | Q1 2026 | 5/14/2026 | 923 |
| 5607 | Eaton-Cambridge Inc. | $320M | Q1 2026 | 5/6/2026 | 56 |
| 5608 | Paragon Private Wealth Management, LLC | $320M | Q1 2026 | 5/19/2026 | 218 |
| 5609 | Oxler Private Wealth LLC | $319M | Q1 2026 | 4/28/2026 | 92 |
| 5610 | FSB PREMIER WEALTH MANAGEMENT, INC. | $319M | Q1 2026 | 5/13/2026 | 251 |
| 5611 | Sagewood Asset Management LP | $319M | Q1 2026 | 5/13/2026 | 337 |
| 5612 | BCR Wealth Strategies, LLC | $319M | Q1 2026 | 5/1/2026 | 36 |
| 5613 | SAM Advisors, LLC | $319M | Q1 2026 | 4/29/2026 | 47 |
| 5614 | JEPPSON WEALTH MANAGEMENT, LLC | $319M | Q1 2026 | 4/14/2026 | 235 |
| 5615 | Storen Legacy Partners, LLC | $319M | Q1 2026 | 4/22/2026 | 102 |
| 5616 | TRANSATLANTIQUE PRIVATE WEALTH LLC | $319M | Q4 2025 | 2/10/2026 | 206 |
| 5617 | ACIMA PRIVATE WEALTH, LLC | $319M | Q1 2026 | 4/6/2026 | 177 |
| 5618 | Hi-Line Capital Management, LLC | $318M | Q1 2026 | 4/27/2026 | 32 |
| 5619 | TRADITION CAPITAL MANAGEMENT LLC | $318M | Q2 2014 | 7/25/2014 | 133 |
| 5620 | Equita Financial Network, Inc. | $318M | Q1 2026 | 4/23/2026 | 87 |
| 5621 | PFW Advisors LLC | $318M | Q1 2026 | 4/10/2026 | 118 |
| 5622 | Auour Investments LLC | $318M | Q1 2026 | 4/20/2026 | 91 |
| 5623 | Ascension Capital Advisors, Inc. | $318M | Q1 2026 | 5/13/2026 | 82 |
| 5624 | WRIGHT INVESTORS SERVICE INC | $318M | Q1 2026 | 4/29/2026 | 148 |
| 5625 | GENESIS PRIVATE WEALTH, LLC | $318M | Q1 2026 | 4/16/2026 | 182 |
| 5626 | Snow Phipps Group, LLC | $318M | Q1 2026 | 4/14/2026 | 2 |
| 5627 | TigerOak Management, L.L.C. | $317M | Q1 2026 | 4/21/2026 | 126 |
| 5628 | Neumann Advisory Hong Kong Ltd | $317M | Q1 2026 | 4/14/2026 | 6 |
| 5629 | Omnia Family Wealth, LLC | $317M | Q1 2026 | 5/7/2026 | 90 |
| 5630 | Gen-Wealth Partners Inc | $317M | Q1 2026 | 5/8/2026 | 728 |
| 5631 | Crestmont Private Wealth LLC | $317M | Q1 2026 | 5/8/2026 | 105 |
| 5632 | CISCO SYSTEMS, INC. | $317M | Q1 2026 | 4/15/2026 | 3 |
| 5633 | Astor Investment Management LLC | $317M | Q1 2014 | 4/29/2014 | 37 |
| 5634 | OMT Capital Management LLC | $317M | Q1 2014 | 5/15/2014 | 33 |
| 5635 | Keewaydin Investments LLC | $317M | Q1 2026 | 5/15/2026 | 16 |
| 5636 | C Partners Holding GmbH | $317M | Q1 2026 | 5/15/2026 | 8 |
| 5637 | Interchange Capital Partners, LLC | $317M | Q1 2026 | 4/23/2026 | 309 |
| 5638 | SAGEVIEW CAPITAL LP | $317M | Q1 2014 | 5/15/2014 | 6 |
| 5639 | Hutchens & Kramer Investment Management Group, LLC | $317M | Q1 2026 | 4/15/2026 | 149 |
| 5640 | Arkfeld Wealth Strategies, L.L.C. | $316M | Q1 2026 | 4/17/2026 | 115 |
| 5641 | Olde Wealth Management, LLC | $316M | Q1 2026 | 5/12/2026 | 116 |
| 5642 | Gerald Baker Financial Group LLC | $316M | Q1 2026 | 5/6/2026 | 114 |
| 5643 | MTM Investment Management, LLC | $316M | Q1 2026 | 5/6/2026 | 709 |
| 5644 | Independent Portfolio Consultants, Inc. | $316M | Q1 2014 | 5/13/2014 | 449 |
| 5645 | MARS JEWETT FINANCIAL GROUP, INC. | $316M | Q1 2026 | 5/15/2026 | 37 |
| 5646 | KHIS Custodian LP | $316M | Q1 2026 | 5/15/2026 | 1 |
| 5647 | LUCAS CAPITAL MANAGEMENT | $315M | Q2 2014 | 7/30/2014 | 153 |
| 5648 | Waterford Advisors, LLC | $315M | Q1 2026 | 5/15/2026 | 57 |
| 5649 | Orion Investment Co | $315M | Q1 2026 | 5/12/2026 | 69 |
| 5650 | Vert Asset Management LLC | $315M | Q1 2026 | 4/16/2026 | 45 |
| 5651 | Timonier Family Office, LTD. | $315M | Q4 2025 | 2/4/2026 | 56 |
| 5652 | Seven Fleet Capital Management LP | $315M | Q1 2026 | 5/15/2026 | 114 |
| 5653 | Point72 Private Investments, LLC | $315M | Q1 2026 | 5/15/2026 | 1 |
| 5654 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $315M | Q1 2026 | 5/12/2026 | 156 |
| 5655 | RED MOUNTAIN CAPITAL PARTNERS LLC | $315M | Q1 2014 | 5/15/2014 | 10 |
| 5656 | Nine Ten Capital Management LLC | $315M | Q1 2026 | 5/15/2026 | 8 |
| 5657 | Spectrum Asset Management, Inc. (NB/CA) | $315M | Q1 2026 | 4/21/2026 | 109 |
| 5658 | Ranger International Management, LP | $315M | Q1 2014 | 5/14/2014 | 38 |
| 5659 | LG Capital Management, LP | $315M | Q1 2014 | 5/15/2014 | 39 |
| 5660 | HERITAGE OAK WEALTH ADVISORS LLC | $315M | Q1 2026 | 4/24/2026 | 73 |
| 5661 | Essential Planning, LLC. | $315M | Q1 2026 | 4/22/2026 | 85 |
| 5662 | Whitegate Investment Counselors, Inc. | $315M | Q1 2026 | 4/27/2026 | 68 |
| 5663 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $314M | Q1 2026 | 4/17/2026 | 130 |
| 5664 | Roberts Financial Services LLC | $314M | Q1 2026 | 4/15/2026 | 31 |
| 5665 | Tandem Financial, LLC | $314M | Q1 2026 | 5/8/2026 | 98 |
| 5666 | DSAM Partners (London) Ltd | $314M | Q1 2014 | 5/12/2014 | 25 |
| 5667 | Sentry LLC | $314M | Q1 2026 | 4/22/2026 | 118 |
| 5668 | Russell Clark Investment Management Ltd | $314M | Q1 2014 | 4/9/2014 | 23 |
| 5669 | MOSELEY INVESTMENT MANAGEMENT INC | $314M | Q1 2026 | 4/21/2026 | 163 |
| 5670 | Ameliora Wealth Management Ltd. | $314M | Q1 2026 | 4/23/2026 | 232 |
| 5671 | Purus Wealth Management, LLC | $314M | Q1 2026 | 4/15/2026 | 157 |
| 5672 | Etesian Wealth Advisors, Inc. | $313M | Q1 2026 | 4/23/2026 | 138 |
| 5673 | Nova R Wealth, Inc. | $313M | Q1 2026 | 4/17/2026 | 90 |
| 5674 | Juniper Investment Company, LLC | $313M | Q1 2026 | 5/15/2026 | 9 |
| 5675 | WHITE MOUNTAINS INSURANCE GROUP LTD | $313M | Q1 2026 | 5/12/2026 | 2 |
| 5676 | Silver Coast Investments LLC | $313M | Q1 2026 | 4/22/2026 | 119 |
| 5677 | FDx Advisors, Inc. | $313M | Q1 2026 | 5/1/2026 | 183 |
| 5678 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $313M | Q1 2026 | 5/4/2026 | 158 |
| 5679 | GFG Capital, LLC | $313M | Q1 2026 | 4/21/2026 | 88 |
| 5680 | Pegasus Asset Management, Inc. | $313M | Q1 2026 | 4/20/2026 | 67 |
| 5681 | LifeGuide Financial Advisors, LLC | $313M | Q1 2026 | 4/8/2026 | 46 |
| 5682 | Kercheville Advisors, LLC | $313M | Q1 2026 | 4/20/2026 | 106 |
| 5683 | StrongBox Wealth, LLC | $313M | Q1 2026 | 5/8/2026 | 95 |
| 5684 | CALIFORNIA FIRST LEASING CORP | $312M | Q1 2026 | 4/28/2026 | 39 |
| 5685 | Elyxium Wealth, LLC | $312M | Q1 2026 | 5/6/2026 | 165 |
| 5686 | Hellman & Friedman Investors V (Cayman), Ltd. | $312M | Q2 2014 | 8/7/2014 | 1 |
| 5687 | Midwest Heritage Bank, FSB | $312M | Q1 2026 | 4/15/2026 | 51 |
| 5688 | PORTLAND INVESTMENT COUNSEL INC. | $312M | Q1 2026 | 5/14/2026 | 55 |
| 5689 | Ferox Capital Management LP | $312M | Q1 2014 | 5/13/2014 | 42 |
| 5690 | March Altus Capital Management LP | $311M | Q1 2014 | 5/15/2014 | 28 |
| 5691 | Towne Trust Company, N.A | $311M | Q1 2026 | 4/22/2026 | 318 |
| 5692 | Boothe Investment Group, Inc. | $311M | Q1 2026 | 5/19/2026 | 40 |
| 5693 | Tradewinds, LLC. | $310M | Q1 2026 | 5/4/2026 | 153 |
| 5694 | TA ASSOCIATES, L.P. | $310M | Q1 2014 | 5/13/2014 | 2 |
| 5695 | IronBridge Private Wealth, LLC | $310M | Q1 2026 | 5/13/2026 | 45 |
| 5696 | FSI GROUP, LLC | $310M | Q2 2014 | 8/8/2014 | 72 |
| 5697 | Cipher Capital LP | $310M | Q2 2014 | 8/11/2014 | 387 |
| 5698 | Redwood Grove Capital, LLC | $310M | Q1 2026 | 5/15/2026 | 22 |
| 5699 | Atle Fund Management AB | $310M | Q1 2026 | 5/11/2026 | 39 |
| 5700 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $310M | Q1 2026 | 4/15/2026 | 74 |
| 5701 | IAT REINSURANCE CO LTD. | $310M | Q1 2026 | 5/13/2026 | 67 |
| 5702 | Seven Post Investment Office LP | $310M | Q1 2026 | 5/13/2026 | 36 |
| 5703 | TSA Wealth Managment LLC | $309M | Q1 2026 | 5/1/2026 | 105 |
| 5704 | Stephens Consulting, LLC | $309M | Q4 2025 | 1/13/2026 | 476 |
| 5705 | Pinnacle Holdings, LLC | $309M | Q1 2026 | 5/8/2026 | 233 |
| 5706 | CLOVERFIELDS CAPITAL GROUP, LP | $309M | Q1 2026 | 5/14/2026 | 91 |
| 5707 | Advisor Resource Council | $309M | Q1 2026 | 5/7/2026 | 244 |
| 5708 | Pines Wealth Management, LLC | $309M | Q1 2026 | 4/8/2026 | 215 |
| 5709 | WADE G W & INC | $309M | Q1 2014 | 5/14/2014 | 74 |
| 5710 | Caerus Investment Advisors, LLC | $309M | Q4 2025 | 2/12/2026 | 311 |
| 5711 | Itau USA Asset Management Inc. | $309M | Q1 2014 | 5/15/2014 | 114 |
| 5712 | Alteri Wealth LLC | $309M | Q1 2026 | 5/6/2026 | 292 |
| 5713 | Financial Insights, Inc. | $309M | Q1 2026 | 5/18/2026 | 130 |
| 5714 | CASTLE WEALTH MANAGEMENT LLC | $309M | Q1 2026 | 5/1/2026 | 132 |
| 5715 | Bell & Brown Wealth Advisors, LLC | $308M | Q1 2026 | 5/11/2026 | 68 |
| 5716 | GENERAL ELECTRIC CO | $308M | Q1 2026 | 5/1/2026 | 2 |
| 5717 | Elite Wealth Management, Inc. | $308M | Q1 2026 | 5/15/2026 | 49 |
| 5718 | Alfreton Capital LLP | $308M | Q1 2026 | 5/14/2026 | 5 |
| 5719 | PECAUT & CO. | $308M | Q1 2026 | 5/11/2026 | 66 |
| 5720 | TRAIN BABCOCK ADVISORS LLC | $308M | Q2 2014 | 7/30/2014 | 126 |
| 5721 | Alta Wealth Advisors LLC | $308M | Q1 2026 | 5/4/2026 | 161 |
| 5722 | FIRST UNITED BANK & TRUST | $308M | Q1 2026 | 4/21/2026 | 395 |
| 5723 | Dynamic Capital Management Ltd | $308M | Q1 2014 | 5/15/2014 | 382 |
| 5724 | Chanos & Co LP | $308M | Q1 2014 | 5/15/2014 | 25 |
| 5725 | Islander Capital Partners, L.P. | $308M | Q1 2026 | 5/15/2026 | 17 |
| 5726 | Argyle Capital Management, LLC | $308M | Q1 2026 | 4/28/2026 | 137 |
| 5727 | Omega Financial Group, LLC | $308M | Q1 2026 | 5/12/2026 | 101 |
| 5728 | Elevated Financial Group LLC | $308M | Q1 2026 | 5/11/2026 | 134 |
| 5729 | Idaho Trust Co | $308M | Q1 2026 | 5/8/2026 | 97 |
| 5730 | Capital Planning LLC | $307M | Q1 2026 | 4/29/2026 | 82 |
| 5731 | TPG Financial Advisors, LLC | $307M | Q1 2026 | 5/8/2026 | 76 |
| 5732 | Centerpoint Advisors, LLC | $307M | Q1 2026 | 5/7/2026 | 414 |
| 5733 | KINGS POINT CAPITAL MANAGEMENT | $307M | Q1 2014 | 5/12/2014 | 273 |
| 5734 | V3 Capital Management, L.P. | $307M | Q1 2014 | 5/15/2014 | 14 |
| 5735 | Hayek Kallen Investment Management | $307M | Q1 2026 | 5/15/2026 | 92 |
| 5736 | 10-15 ASSOCIATES, INC. | $307M | Q1 2014 | 5/6/2014 | 101 |
| 5737 | HIGH POINT BANK & TRUST CO | $307M | Q2 2014 | 8/4/2014 | 411 |
| 5738 | SCHOONER CAPITAL CORP | $306M | Q2 2014 | 8/11/2014 | 2 |
| 5739 | Norris Financial Group, LLC | $306M | Q1 2026 | 5/20/2026 | 97 |
| 5740 | Medallion Wealth Advisors, LLC | $306M | Q1 2026 | 4/24/2026 | 1,121 |
| 5741 | Lifestyle Asset Management, Inc. | $306M | Q1 2026 | 4/10/2026 | 134 |
| 5742 | DIXON HUBARD FEINOUR & BROWN INC/VA | $306M | Q2 2014 | 7/28/2014 | 185 |
| 5743 | FEARNLEY ASSET MANAGEMENT AS | $306M | Q1 2026 | 5/15/2026 | 19 |
| 5744 | Aster Capital Management (DIFC) Ltd | $306M | Q1 2026 | 5/13/2026 | 809 |
| 5745 | RPD Fund Management LLC | $306M | Q1 2026 | 5/15/2026 | 6 |
| 5746 | Investidor Profissional Gestao de Recursos Ltda. | $306M | Q1 2026 | 5/11/2026 | 27 |
| 5747 | Synergy Investment Management, LLC | $306M | Q1 2026 | 5/14/2026 | 1,236 |
| 5748 | Chapter IV Investors, LLC | $306M | Q1 2014 | 5/12/2014 | 11 |
| 5749 | Global Financial Private Client, LLC | $306M | Q1 2026 | 4/20/2026 | 236 |
| 5750 | Planned Solutions, Inc. | $306M | Q1 2026 | 4/9/2026 | 139 |
| 5751 | Eaton Financial Holdings Company, LLC | $305M | Q1 2026 | 4/15/2026 | 125 |
| 5752 | Sunpointe, LLC | $305M | Q1 2026 | 4/21/2026 | 266 |
| 5753 | BREACH INLET CAPITAL MANAGEMENT, LLC | $305M | Q1 2026 | 5/15/2026 | 12 |
| 5754 | TIGER MANAGEMENT L.L.C. | $304M | Q1 2014 | 5/15/2014 | 56 |
| 5755 | ARROWGRASS CAPITAL PARTNERS LLP | $304M | Q1 2014 | 5/15/2014 | 21 |
| 5756 | GRAND JEAN CAPITAL MANAGEMENT INC | $304M | Q2 2014 | 8/6/2014 | 40 |
| 5757 | Demars Financial Group, LLC | $304M | Q1 2026 | 4/29/2026 | 103 |
| 5758 | Cubic Asset Management, LLC | $304M | Q2 2014 | 7/29/2014 | 151 |
| 5759 | Boundless Plain Holdings Ltd | $304M | Q1 2026 | 5/12/2026 | 22 |
| 5760 | Sagard Capital Partners Management Corp | $304M | Q1 2014 | 5/15/2014 | 8 |
| 5761 | East Coast Asset Management, LLC. | $303M | Q1 2026 | 5/15/2026 | 68 |
| 5762 | Engaged Capital LLC | $303M | Q1 2026 | 5/15/2026 | 8 |
| 5763 | Tejara Capital Ltd | $303M | Q1 2026 | 5/12/2026 | 73 |
| 5764 | First Western Capital Management Co | $303M | Q2 2014 | 7/23/2014 | 123 |
| 5765 | Bain Capital Credit, LP | $303M | Q1 2026 | 5/14/2026 | 6 |
| 5766 | Slagle Financial, LLC | $303M | Q1 2026 | 5/1/2026 | 121 |
| 5767 | DIALECTIC CAPITAL MANAGEMENT, LP | $303M | Q1 2014 | 5/15/2014 | 155 |
| 5768 | Arrowroot Family Office, LLC | $302M | Q1 2026 | 5/15/2026 | 156 |
| 5769 | L.K. Benson & Company, P.C. | $302M | Q1 2026 | 4/20/2026 | 113 |
| 5770 | MONROE BANK & TRUST/MI | $302M | Q2 2014 | 7/31/2014 | 311 |
| 5771 | Norman Fields, Gottscho Capital Management, LLC | $302M | Q1 2026 | 4/2/2026 | 65 |
| 5772 | OneAscent Wealth Management LLC | $302M | Q1 2026 | 4/21/2026 | 157 |
| 5773 | Winslow, Evans & Crocker, Inc. | $302M | Q2 2014 | 7/16/2014 | 1,298 |
| 5774 | Wealth Advisors of Tampa Bay, LLC | $302M | Q1 2026 | 5/14/2026 | 93 |
| 5775 | Westshore Wealth, LLC | $302M | Q4 2025 | 2/25/2026 | 103 |
| 5776 | AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $302M | Q1 2026 | 5/13/2026 | 1 |
| 5777 | CORA CAPITAL ADVISORS LLC | $302M | Q1 2026 | 4/17/2026 | 134 |
| 5778 | Greenbush Financial Group, LLC | $302M | Q1 2026 | 4/17/2026 | 36 |
| 5779 | Wheelhouse Advisory Group LLC | $302M | Q1 2026 | 4/23/2026 | 51 |
| 5780 | DHJJ Financial Advisors, Ltd. | $302M | Q1 2026 | 4/9/2026 | 1,081 |
| 5781 | GR FINANCIAL GROUP, LLC | $301M | Q1 2026 | 5/11/2026 | 22 |
| 5782 | Precision Wealth Strategies, LLC | $301M | Q1 2026 | 5/6/2026 | 156 |
| 5783 | TRED AVON FAMILY WEALTH, LLC | $301M | Q1 2026 | 4/22/2026 | 261 |
| 5784 | Charles-Lim Capital Ltd | $301M | Q1 2026 | 5/13/2026 | 5 |
| 5785 | Pacifica Partners Inc. | $301M | Q1 2026 | 4/9/2026 | 451 |
| 5786 | Matthew 25 Management Corp | $301M | Q1 2026 | 5/11/2026 | 20 |
| 5787 | USAdvisors Wealth Management, LLC | $301M | Q1 2026 | 4/27/2026 | 137 |
| 5788 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $301M | Q1 2026 | 5/12/2026 | 146 |
| 5789 | Game Creek Capital, LP | $301M | Q1 2026 | 5/14/2026 | 93 |
| 5790 | Cape Investment Advisory, Inc. | $301M | Q1 2026 | 5/15/2026 | 227 |
| 5791 | United Bank | $301M | Q1 2026 | 5/1/2026 | 124 |
| 5792 | VISTA INVESTMENT MANAGEMENT | $301M | Q1 2026 | 5/15/2026 | 176 |
| 5793 | FLIPPIN BRUCE & PORTER INC | $301M | Q2 2014 | 8/4/2014 | 77 |
| 5794 | Prosperity Wealth Management, Inc. | $300M | Q4 2025 | 3/27/2026 | 251 |
| 5795 | CORBYN INVESTMENT MANAGEMENT INC/MD | $300M | Q1 2026 | 4/28/2026 | 62 |
| 5796 | Forum Private Client Group LLC | $300M | Q1 2026 | 5/13/2026 | 80 |
| 5797 | SYKON CAPITAL LLC | $300M | Q1 2026 | 4/22/2026 | 88 |
| 5798 | Riverwater Partners LLC | $300M | Q1 2026 | 5/7/2026 | 213 |
| 5799 | United Community Bank | $300M | Q1 2026 | 4/24/2026 | 565 |
| 5800 | Amtrust Financial Services, Inc. | $300M | Q1 2026 | 5/15/2026 | 15 |