Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5801 | Towne Trust Company, N.A | $311M | Q1 2026 | 4/22/2026 | 318 |
| 5802 | Five Oceans Advisors | $311M | Q2 2026 | 7/15/2026 | 204 |
| 5803 | Oak Asset Management, LLC | $311M | Q2 2026 | 7/10/2026 | 115 |
| 5804 | Lakeshore Financial Planning, Inc. | $311M | Q2 2026 | 7/13/2026 | 92 |
| 5805 | Applied Capital LLC | $310M | Q2 2026 | 7/21/2026 | 53 |
| 5806 | Tradewinds, LLC. | $310M | Q1 2026 | 5/4/2026 | 153 |
| 5807 | TA ASSOCIATES, L.P. | $310M | Q1 2014 | 5/13/2014 | 2 |
| 5808 | FIRETHORN WEALTH PARTNERS, LLC | $310M | Q2 2026 | 7/15/2026 | 200 |
| 5809 | BONNESS ENTERPRISES INC | $310M | Q2 2026 | 7/9/2026 | 37 |
| 5810 | IronBridge Private Wealth, LLC | $310M | Q1 2026 | 5/13/2026 | 45 |
| 5811 | FSI GROUP, LLC | $310M | Q2 2014 | 8/8/2014 | 72 |
| 5812 | Cipher Capital LP | $310M | Q2 2014 | 8/11/2014 | 387 |
| 5813 | Redwood Grove Capital, LLC | $310M | Q1 2026 | 5/15/2026 | 22 |
| 5814 | Atle Fund Management AB | $310M | Q1 2026 | 5/11/2026 | 39 |
| 5815 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $310M | Q1 2026 | 4/15/2026 | 74 |
| 5816 | IAT REINSURANCE CO LTD. | $310M | Q1 2026 | 5/13/2026 | 67 |
| 5817 | Seven Post Investment Office LP | $310M | Q1 2026 | 5/13/2026 | 36 |
| 5818 | TSA Wealth Managment LLC | $309M | Q1 2026 | 5/1/2026 | 105 |
| 5819 | Stephens Consulting, LLC | $309M | Q4 2025 | 1/13/2026 | 476 |
| 5820 | Pinnacle Holdings, LLC | $309M | Q1 2026 | 5/8/2026 | 233 |
| 5821 | CLOVERFIELDS CAPITAL GROUP, LP | $309M | Q1 2026 | 5/14/2026 | 91 |
| 5822 | Advisor Resource Council | $309M | Q1 2026 | 5/7/2026 | 244 |
| 5823 | WADE G W & INC | $309M | Q1 2014 | 5/14/2014 | 74 |
| 5824 | Itau USA Asset Management Inc. | $309M | Q1 2014 | 5/15/2014 | 114 |
| 5825 | Alteri Wealth LLC | $309M | Q1 2026 | 5/6/2026 | 292 |
| 5826 | Financial Insights, Inc. | $309M | Q1 2026 | 5/18/2026 | 130 |
| 5827 | CASTLE WEALTH MANAGEMENT LLC | $309M | Q1 2026 | 5/1/2026 | 132 |
| 5828 | Bell & Brown Wealth Advisors, LLC | $308M | Q1 2026 | 5/11/2026 | 68 |
| 5829 | Elite Wealth Management, Inc. | $308M | Q1 2026 | 5/15/2026 | 49 |
| 5830 | Alfreton Capital LLP | $308M | Q1 2026 | 5/14/2026 | 5 |
| 5831 | PECAUT & CO. | $308M | Q1 2026 | 5/11/2026 | 66 |
| 5832 | TRAIN BABCOCK ADVISORS LLC | $308M | Q2 2014 | 7/30/2014 | 126 |
| 5833 | Defender Capital, LLC. | $308M | Q2 2026 | 7/9/2026 | 37 |
| 5834 | Alta Wealth Advisors LLC | $308M | Q1 2026 | 5/4/2026 | 161 |
| 5835 | Dynamic Capital Management Ltd | $308M | Q1 2014 | 5/15/2014 | 382 |
| 5836 | Chanos & Co LP | $308M | Q1 2014 | 5/15/2014 | 25 |
| 5837 | Islander Capital Partners, L.P. | $308M | Q1 2026 | 5/15/2026 | 17 |
| 5838 | FSA Investment Group, LLC | $308M | Q2 2026 | 7/17/2026 | 47 |
| 5839 | LINCOLN CAPITAL CORP | $308M | Q2 2026 | 7/16/2026 | 99 |
| 5840 | Alliance Wealth Advisors, LLC | $308M | Q2 2026 | 7/9/2026 | 172 |
| 5841 | Argyle Capital Management, LLC | $308M | Q1 2026 | 4/28/2026 | 137 |
| 5842 | Idaho Trust Co | $308M | Q1 2026 | 5/8/2026 | 97 |
| 5843 | TPG Financial Advisors, LLC | $307M | Q1 2026 | 5/8/2026 | 76 |
| 5844 | Centerpoint Advisors, LLC | $307M | Q1 2026 | 5/7/2026 | 414 |
| 5845 | KINGS POINT CAPITAL MANAGEMENT | $307M | Q1 2014 | 5/12/2014 | 273 |
| 5846 | V3 Capital Management, L.P. | $307M | Q1 2014 | 5/15/2014 | 14 |
| 5847 | Hayek Kallen Investment Management | $307M | Q1 2026 | 5/15/2026 | 92 |
| 5848 | Asset Allocation & Management Company, LLC | $307M | Q2 2026 | 7/15/2026 | 67 |
| 5849 | 10-15 ASSOCIATES, INC. | $307M | Q1 2014 | 5/6/2014 | 101 |
| 5850 | HIGH POINT BANK & TRUST CO | $307M | Q2 2014 | 8/4/2014 | 411 |
| 5851 | SCHOONER CAPITAL CORP | $306M | Q2 2014 | 8/11/2014 | 2 |
| 5852 | Norris Financial Group, LLC | $306M | Q1 2026 | 5/20/2026 | 97 |
| 5853 | Medallion Wealth Advisors, LLC | $306M | Q1 2026 | 4/24/2026 | 1,121 |
| 5854 | DIXON HUBARD FEINOUR & BROWN INC/VA | $306M | Q2 2014 | 7/28/2014 | 185 |
| 5855 | Blackhawk Capital Partners, LLC | $306M | Q2 2026 | 7/20/2026 | 146 |
| 5856 | FEARNLEY ASSET MANAGEMENT AS | $306M | Q1 2026 | 5/15/2026 | 19 |
| 5857 | Aster Capital Management (DIFC) Ltd | $306M | Q1 2026 | 5/13/2026 | 809 |
| 5858 | RPD Fund Management LLC | $306M | Q1 2026 | 5/15/2026 | 6 |
| 5859 | Investidor Profissional Gestao de Recursos Ltda. | $306M | Q1 2026 | 5/11/2026 | 27 |
| 5860 | Synergy Investment Management, LLC | $306M | Q1 2026 | 5/14/2026 | 1,236 |
| 5861 | Chapter IV Investors, LLC | $306M | Q1 2014 | 5/12/2014 | 11 |
| 5862 | Eaton Financial Holdings Company, LLC | $305M | Q1 2026 | 4/15/2026 | 125 |
| 5863 | Sunpointe, LLC | $305M | Q1 2026 | 4/21/2026 | 266 |
| 5864 | ACCESS FINANCIAL SERVICES, INC. | $305M | Q2 2026 | 7/16/2026 | 103 |
| 5865 | BREACH INLET CAPITAL MANAGEMENT, LLC | $305M | Q1 2026 | 5/15/2026 | 12 |
| 5866 | TIGER MANAGEMENT L.L.C. | $304M | Q1 2014 | 5/15/2014 | 56 |
| 5867 | ARROWGRASS CAPITAL PARTNERS LLP | $304M | Q1 2014 | 5/15/2014 | 21 |
| 5868 | GRAND JEAN CAPITAL MANAGEMENT INC | $304M | Q2 2014 | 8/6/2014 | 40 |
| 5869 | Cubic Asset Management, LLC | $304M | Q2 2014 | 7/29/2014 | 151 |
| 5870 | Boundless Plain Holdings Ltd | $304M | Q1 2026 | 5/12/2026 | 22 |
| 5871 | Sagard Capital Partners Management Corp | $304M | Q1 2014 | 5/15/2014 | 8 |
| 5872 | East Coast Asset Management, LLC. | $303M | Q1 2026 | 5/15/2026 | 68 |
| 5873 | Engaged Capital LLC | $303M | Q1 2026 | 5/15/2026 | 8 |
| 5874 | Tejara Capital Ltd | $303M | Q1 2026 | 5/12/2026 | 73 |
| 5875 | First Western Capital Management Co | $303M | Q2 2014 | 7/23/2014 | 123 |
| 5876 | Bain Capital Credit, LP | $303M | Q1 2026 | 5/14/2026 | 6 |
| 5877 | Brick & Kyle, Associates | $303M | Q1 2026 | 7/2/2026 | 96 |
| 5878 | Slagle Financial, LLC | $303M | Q1 2026 | 5/1/2026 | 121 |
| 5879 | David Kennon Inc | $303M | Q2 2026 | 7/22/2026 | 45 |
| 5880 | DIALECTIC CAPITAL MANAGEMENT, LP | $303M | Q1 2014 | 5/15/2014 | 155 |
| 5881 | Arrowroot Family Office, LLC | $302M | Q1 2026 | 5/15/2026 | 156 |
| 5882 | L.K. Benson & Company, P.C. | $302M | Q1 2026 | 4/20/2026 | 113 |
| 5883 | MONROE BANK & TRUST/MI | $302M | Q2 2014 | 7/31/2014 | 311 |
| 5884 | OneAscent Wealth Management LLC | $302M | Q1 2026 | 4/21/2026 | 157 |
| 5885 | Winslow, Evans & Crocker, Inc. | $302M | Q2 2014 | 7/16/2014 | 1,298 |
| 5886 | Wealth Advisors of Tampa Bay, LLC | $302M | Q1 2026 | 5/14/2026 | 93 |
| 5887 | AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $302M | Q1 2026 | 5/13/2026 | 1 |
| 5888 | CORA CAPITAL ADVISORS LLC | $302M | Q1 2026 | 4/17/2026 | 134 |
| 5889 | Wheelhouse Advisory Group LLC | $302M | Q1 2026 | 4/23/2026 | 51 |
| 5890 | DHJJ Financial Advisors, Ltd. | $302M | Q1 2026 | 4/9/2026 | 1,081 |
| 5891 | E Fund Management (Hong Kong) Co., Ltd. | $302M | Q2 2026 | 7/22/2026 | 551 |
| 5892 | GR FINANCIAL GROUP, LLC | $301M | Q1 2026 | 5/11/2026 | 22 |
| 5893 | Precision Wealth Strategies, LLC | $301M | Q1 2026 | 5/6/2026 | 156 |
| 5894 | TRED AVON FAMILY WEALTH, LLC | $301M | Q1 2026 | 4/22/2026 | 261 |
| 5895 | Charles-Lim Capital Ltd | $301M | Q1 2026 | 5/13/2026 | 5 |
| 5896 | ALONGSIDE, LLC | $301M | Q4 2025 | 7/9/2026 | 83 |
| 5897 | Matthew 25 Management Corp | $301M | Q1 2026 | 5/11/2026 | 20 |
| 5898 | BCU Wealth Advisors, LLC | $301M | Q2 2026 | 7/14/2026 | 63 |
| 5899 | USAdvisors Wealth Management, LLC | $301M | Q1 2026 | 4/27/2026 | 137 |
| 5900 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $301M | Q1 2026 | 5/12/2026 | 146 |
| 5901 | ACT Advisors, LLC. | $301M | Q2 2026 | 7/22/2026 | 84 |
| 5902 | Traveka Wealth, LLC | $301M | Q2 2026 | 7/21/2026 | 199 |
| 5903 | Game Creek Capital, LP | $301M | Q1 2026 | 5/14/2026 | 93 |
| 5904 | Cape Investment Advisory, Inc. | $301M | Q1 2026 | 5/15/2026 | 227 |
| 5905 | United Bank | $301M | Q1 2026 | 5/1/2026 | 124 |
| 5906 | VISTA INVESTMENT MANAGEMENT | $301M | Q1 2026 | 5/15/2026 | 176 |
| 5907 | FLIPPIN BRUCE & PORTER INC | $301M | Q2 2014 | 8/4/2014 | 77 |
| 5908 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $300M | Q2 2026 | 7/21/2026 | 199 |
| 5909 | Prosperity Wealth Management, Inc. | $300M | Q4 2025 | 3/27/2026 | 251 |
| 5910 | CORBYN INVESTMENT MANAGEMENT INC/MD | $300M | Q1 2026 | 4/28/2026 | 62 |
| 5911 | Rainwater Charitable Foundation | $300M | Q2 2026 | 7/20/2026 | 4 |
| 5912 | Forum Private Client Group LLC | $300M | Q1 2026 | 5/13/2026 | 80 |
| 5913 | SYKON CAPITAL LLC | $300M | Q1 2026 | 4/22/2026 | 88 |
| 5914 | Riverwater Partners LLC | $300M | Q1 2026 | 5/7/2026 | 213 |
| 5915 | United Community Bank | $300M | Q1 2026 | 4/24/2026 | 565 |
| 5916 | Sculati Wealth Management, LLC | $300M | Q2 2026 | 7/21/2026 | 123 |
| 5917 | Amtrust Financial Services, Inc. | $300M | Q1 2026 | 5/15/2026 | 15 |
| 5918 | PCA Investment Advisory Services Inc. | $300M | Q1 2026 | 5/11/2026 | 57 |
| 5919 | Financial Symmetry Inc | $300M | Q2 2026 | 7/14/2026 | 68 |
| 5920 | Riverview Capital Advisers, LLC | $300M | Q1 2026 | 5/13/2026 | 86 |
| 5921 | Callan Capital, LLC | $300M | Q1 2014 | 5/8/2014 | 55 |
| 5922 | Martin Investment Management, LLC | $300M | Q2 2026 | 7/17/2026 | 47 |
| 5923 | ROGCO, LP | $300M | Q1 2026 | 5/4/2026 | 205 |
| 5924 | Jackson, Grant Investment Advisers, Inc. | $300M | Q1 2026 | 5/8/2026 | 398 |
| 5925 | Carlton Hofferkamp & Jenks Wealth Management, LLC | $299M | Q1 2026 | 4/28/2026 | 142 |
| 5926 | Kimmeridge Energy Management Company, LLC | $299M | Q1 2026 | 5/15/2026 | 1 |
| 5927 | INTERCAPITAL, LLC | $299M | Q1 2026 | 5/15/2026 | 108 |
| 5928 | Goepper Burkhardt LLC | $299M | Q1 2026 | 5/13/2026 | 97 |
| 5929 | Corundum Group, Inc. | $299M | Q1 2026 | 4/20/2026 | 108 |
| 5930 | BHK Investment Advisors, LLC | $299M | Q1 2026 | 4/29/2026 | 79 |
| 5931 | Kondo Wealth Advisors, Inc. | $299M | Q2 2026 | 7/21/2026 | 75 |
| 5932 | Parkshore Wealth Management, Inc. | $299M | Q1 2026 | 5/13/2026 | 69 |
| 5933 | Maltin Wealth Management, Inc. | $299M | Q2 2026 | 7/22/2026 | 146 |
| 5934 | Kaydan Wealth Management, Inc. | $299M | Q1 2026 | 4/29/2026 | 109 |
| 5935 | Beacon Bridge Wealth Partners, LLC | $299M | Q1 2026 | 5/5/2026 | 101 |
| 5936 | C.V. Starr & Co., Inc. Trust | $299M | Q2 2014 | 8/7/2014 | 29 |
| 5937 | Baystate Wealth Management LLC | $299M | Q2 2014 | 7/2/2014 | 53 |
| 5938 | Tieton Capital Management, LLC | $299M | Q1 2026 | 5/8/2026 | 35 |
| 5939 | AMERICAN ASSETS INC | $298M | Q1 2026 | 5/11/2026 | 30 |
| 5940 | Technology Crossover Management VIII, Ltd. | $298M | Q1 2026 | 5/8/2026 | 5 |
| 5941 | Buckingham Capital Management, Inc. | $298M | Q1 2014 | 5/13/2014 | 171 |
| 5942 | Congruence Capital, LLC | $298M | Q1 2026 | 5/14/2026 | 30 |
| 5943 | Lynch Asset Management, Inc. | $298M | Q1 2026 | 4/24/2026 | 51 |
| 5944 | SEARCY FINANCIAL SERVICES INC /ADV | $298M | Q2 2026 | 7/17/2026 | 27 |
| 5945 | LOEB PARTNERS CORP | $298M | Q1 2014 | 5/13/2014 | 176 |
| 5946 | Berkeley, Inc | $298M | Q1 2026 | 4/24/2026 | 81 |
| 5947 | ARMOR ADVISORS, L.L.C. | $298M | Q1 2026 | 5/15/2026 | 18 |
| 5948 | Sustainable Insight Capital Management, LLC | $298M | Q1 2026 | 5/14/2026 | 86 |
| 5949 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $298M | Q1 2026 | 5/15/2026 | 687 |
| 5950 | LCNB CORP | $297M | Q1 2026 | 5/11/2026 | 186 |
| 5951 | SVF Sponsor III (DE) LLC | $297M | Q1 2026 | 5/15/2026 | 1 |
| 5952 | TMB Capital Partners, LLC | $297M | Q1 2026 | 5/8/2026 | 176 |
| 5953 | Fischer Financial Services, Inc. | $297M | Q1 2026 | 4/28/2026 | 56 |
| 5954 | Hefren-Tillotson, Inc. | $297M | Q2 2014 | 7/29/2014 | 10 |
| 5955 | MPM ASSET MANAGEMENT LLC | $297M | Q2 2014 | 7/17/2014 | 14 |
| 5956 | Prudent Man Investment Management, Inc. | $297M | Q1 2026 | 5/4/2026 | 169 |
| 5957 | Essential Partners LLC | $297M | Q1 2026 | 5/21/2026 | 2,848 |
| 5958 | Richard W. Paul & Associates, LLC | $297M | Q1 2026 | 5/13/2026 | 300 |
| 5959 | Leonetti & Associates, LLC | $297M | Q1 2014 | 5/15/2014 | 35 |
| 5960 | Vertrix Wealth Management, LLC | $297M | Q2 2026 | 7/9/2026 | 103 |
| 5961 | Concord Investment Counsel Inc. | $297M | Q1 2026 | 5/12/2026 | 41 |
| 5962 | Foundry Financial LLC | $297M | Q2 2026 | 7/21/2026 | 86 |
| 5963 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | $297M | Q1 2026 | 5/14/2026 | 4 |
| 5964 | TCFG Investment Advisors, LLC | $297M | Q2 2026 | 7/17/2026 | 299 |
| 5965 | X-Square Capital, LLC | $297M | Q1 2026 | 5/15/2026 | 164 |
| 5966 | New Republic Capital, LLC | $297M | Q1 2026 | 5/1/2026 | 312 |
| 5967 | Altura Wealth Advisors Inc. | $297M | Q2 2026 | 7/22/2026 | 84 |
| 5968 | Rail-Splitter Capital Management, LLC | $297M | Q2 2014 | 7/10/2014 | 38 |
| 5969 | Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $297M | Q2 2026 | 7/16/2026 | 10 |
| 5970 | SHRIER WEALTH MANAGEMENT, LLC | $296M | Q2 2026 | 7/9/2026 | 134 |
| 5971 | CONTINUUM WEALTH ADVISORS, LLC | $296M | Q2 2026 | 7/21/2026 | 82 |
| 5972 | Jacobsen Capital Management | $296M | Q1 2026 | 4/24/2026 | 124 |
| 5973 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $296M | Q1 2026 | 5/8/2026 | 80 |
| 5974 | Charter Bridge Capital Management, L.P. | $296M | Q1 2014 | 5/14/2014 | 32 |
| 5975 | Cornerstone National Bank & Trust Co | $296M | Q2 2026 | 7/21/2026 | 216 |
| 5976 | Adirondack Research & Management Inc. | $296M | Q2 2014 | 8/8/2014 | 99 |
| 5977 | Skaana Management L.P. | $296M | Q1 2026 | 5/11/2026 | 158 |
| 5978 | Front Row Advisors LLC | $296M | Q1 2026 | 5/19/2026 | 553 |
| 5979 | HORAN CAPITAL MANAGEMENT | $295M | Q2 2014 | 7/23/2014 | 37 |
| 5980 | Royal Harbor Partners, LLC | $295M | Q1 2026 | 4/24/2026 | 51 |
| 5981 | MASTER'S WEALTH MANAGEMENT INC. | $295M | Q1 2026 | 4/23/2026 | 82 |
| 5982 | Claar Advisors LLC | $295M | Q1 2026 | 5/15/2026 | 15 |
| 5983 | Nepsis Inc. | $295M | Q2 2026 | 7/14/2026 | 28 |
| 5984 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $295M | Q1 2026 | 5/4/2026 | 82 |
| 5985 | TrustBank | $295M | Q2 2026 | 7/20/2026 | 175 |
| 5986 | MORRIS FINANCIAL CONCEPTS, INC. | $295M | Q1 2026 | 4/17/2026 | 195 |
| 5987 | Permit Capital, LLC | $294M | Q1 2026 | 5/7/2026 | 19 |
| 5988 | Mainsail Financial Group, LLC | $294M | Q2 2026 | 7/15/2026 | 72 |
| 5989 | Selkirk Management LLC | $294M | Q1 2026 | 5/14/2026 | 11 |
| 5990 | Weitzel Financial Services, Inc. | $294M | Q2 2026 | 7/14/2026 | 51 |
| 5991 | B&I Capital AG | $294M | Q1 2026 | 5/6/2026 | 24 |
| 5992 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $294M | Q2 2026 | 7/21/2026 | 143 |
| 5993 | Thomas J. Herzfeld Advisors, Inc. | $294M | Q1 2026 | 5/12/2026 | 115 |
| 5994 | WOOD ASSET MANAGEMENT INC | $294M | Q2 2014 | 7/15/2014 | 61 |
| 5995 | Pacifica Capital Investments, LLC | $294M | Q1 2026 | 5/13/2026 | 15 |
| 5996 | Decker Retirement Planning Inc. | $294M | Q2 2026 | 7/16/2026 | 441 |
| 5997 | Deseret Mutual Benefit Administrators | $294M | Q1 2026 | 5/8/2026 | 508 |
| 5998 | Missouri Education Pension Trust | $294M | Q1 2026 | 5/6/2026 | 2 |
| 5999 | Engle Capital Management, L.P. | $293M | Q1 2026 | 5/15/2026 | 22 |
| 6000 | Wealth Advisors Northwest LLC | $293M | Q2 2026 | 7/14/2026 | 65 |