Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5801 | PCA Investment Advisory Services Inc. | $300M | Q1 2026 | 5/11/2026 | 57 |
| 5802 | Riverview Capital Advisers, LLC | $300M | Q1 2026 | 5/13/2026 | 86 |
| 5803 | Callan Capital, LLC | $300M | Q1 2014 | 5/8/2014 | 55 |
| 5804 | ROGCO, LP | $300M | Q1 2026 | 5/4/2026 | 205 |
| 5805 | Jackson, Grant Investment Advisers, Inc. | $300M | Q1 2026 | 5/8/2026 | 398 |
| 5806 | Prodigy Asset Management LLC | $300M | Q1 2026 | 5/4/2026 | 28 |
| 5807 | Carlton Hofferkamp & Jenks Wealth Management, LLC | $299M | Q1 2026 | 4/28/2026 | 142 |
| 5808 | Kimmeridge Energy Management Company, LLC | $299M | Q1 2026 | 5/15/2026 | 1 |
| 5809 | INTERCAPITAL, LLC | $299M | Q1 2026 | 5/15/2026 | 108 |
| 5810 | Goepper Burkhardt LLC | $299M | Q1 2026 | 5/13/2026 | 97 |
| 5811 | Corundum Group, Inc. | $299M | Q1 2026 | 4/20/2026 | 108 |
| 5812 | BHK Investment Advisors, LLC | $299M | Q1 2026 | 4/29/2026 | 79 |
| 5813 | JUNCTURE WEALTH STRATEGIES, LLC | $299M | Q1 2026 | 4/14/2026 | 133 |
| 5814 | Parkshore Wealth Management, Inc. | $299M | Q1 2026 | 5/13/2026 | 69 |
| 5815 | Kaydan Wealth Management, Inc. | $299M | Q1 2026 | 4/29/2026 | 109 |
| 5816 | Buttonwood Financial Advisors Inc. | $299M | Q1 2026 | 4/21/2026 | 108 |
| 5817 | Beacon Bridge Wealth Partners, LLC | $299M | Q1 2026 | 5/5/2026 | 101 |
| 5818 | C.V. Starr & Co., Inc. Trust | $299M | Q2 2014 | 8/7/2014 | 29 |
| 5819 | Baystate Wealth Management LLC | $299M | Q2 2014 | 7/2/2014 | 53 |
| 5820 | Nepsis Inc. | $299M | Q1 2026 | 4/15/2026 | 29 |
| 5821 | Tieton Capital Management, LLC | $299M | Q1 2026 | 5/8/2026 | 35 |
| 5822 | AMERICAN ASSETS INC | $298M | Q1 2026 | 5/11/2026 | 30 |
| 5823 | Technology Crossover Management VIII, Ltd. | $298M | Q1 2026 | 5/8/2026 | 5 |
| 5824 | Buckingham Capital Management, Inc. | $298M | Q1 2014 | 5/13/2014 | 171 |
| 5825 | MKT Advisors LLC | $298M | Q1 2026 | 4/10/2026 | 157 |
| 5826 | jvl associates llc | $298M | Q1 2026 | 4/16/2026 | 63 |
| 5827 | Congruence Capital, LLC | $298M | Q1 2026 | 5/14/2026 | 30 |
| 5828 | Lynch Asset Management, Inc. | $298M | Q1 2026 | 4/24/2026 | 51 |
| 5829 | CPA Asset Management Group, LLC | $298M | Q1 2026 | 5/5/2026 | 99 |
| 5830 | LOEB PARTNERS CORP | $298M | Q1 2014 | 5/13/2014 | 176 |
| 5831 | Berkeley, Inc | $298M | Q1 2026 | 4/24/2026 | 81 |
| 5832 | Hassell Wealth Management, LLC | $298M | Q1 2026 | 4/30/2026 | 28 |
| 5833 | Range Financial Group LLC | $298M | Q1 2026 | 4/30/2026 | 190 |
| 5834 | ACT WEALTH MANAGEMENT, LLC | $298M | Q1 2026 | 4/14/2026 | 62 |
| 5835 | ARMOR ADVISORS, L.L.C. | $298M | Q1 2026 | 5/15/2026 | 18 |
| 5836 | Sustainable Insight Capital Management, LLC | $298M | Q1 2026 | 5/14/2026 | 86 |
| 5837 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $298M | Q1 2026 | 5/15/2026 | 687 |
| 5838 | ADIRONDACK TRUST CO | $298M | Q1 2026 | 4/3/2026 | 544 |
| 5839 | LCNB CORP | $297M | Q1 2026 | 5/11/2026 | 186 |
| 5840 | SVF Sponsor III (DE) LLC | $297M | Q1 2026 | 5/15/2026 | 1 |
| 5841 | TMB Capital Partners, LLC | $297M | Q1 2026 | 5/8/2026 | 176 |
| 5842 | Fischer Financial Services, Inc. | $297M | Q1 2026 | 4/28/2026 | 56 |
| 5843 | Hefren-Tillotson, Inc. | $297M | Q2 2014 | 7/29/2014 | 10 |
| 5844 | MPM ASSET MANAGEMENT LLC | $297M | Q2 2014 | 7/17/2014 | 14 |
| 5845 | Prudent Man Investment Management, Inc. | $297M | Q1 2026 | 5/4/2026 | 169 |
| 5846 | Essential Partners LLC | $297M | Q1 2026 | 5/21/2026 | 2,848 |
| 5847 | Richard W. Paul & Associates, LLC | $297M | Q1 2026 | 5/13/2026 | 300 |
| 5848 | Leonetti & Associates, LLC | $297M | Q1 2014 | 5/15/2014 | 35 |
| 5849 | Concord Investment Counsel Inc. | $297M | Q1 2026 | 5/12/2026 | 41 |
| 5850 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | $297M | Q1 2026 | 5/14/2026 | 4 |
| 5851 | X-Square Capital, LLC | $297M | Q1 2026 | 5/15/2026 | 164 |
| 5852 | New Republic Capital, LLC | $297M | Q1 2026 | 5/1/2026 | 312 |
| 5853 | Rail-Splitter Capital Management, LLC | $297M | Q2 2014 | 7/10/2014 | 38 |
| 5854 | Jacobsen Capital Management | $296M | Q1 2026 | 4/24/2026 | 124 |
| 5855 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $296M | Q1 2026 | 5/8/2026 | 80 |
| 5856 | Charter Bridge Capital Management, L.P. | $296M | Q1 2014 | 5/14/2014 | 32 |
| 5857 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $296M | Q1 2026 | 4/16/2026 | 146 |
| 5858 | Vigilare Wealth Management | $296M | Q1 2026 | 4/1/2026 | 109 |
| 5859 | River Street Advisors LLC | $296M | Q1 2026 | 4/21/2026 | 172 |
| 5860 | Adirondack Research & Management Inc. | $296M | Q2 2014 | 8/8/2014 | 99 |
| 5861 | Skaana Management L.P. | $296M | Q1 2026 | 5/11/2026 | 158 |
| 5862 | Front Row Advisors LLC | $296M | Q1 2026 | 5/19/2026 | 553 |
| 5863 | MARYLAND CAPITAL ADVISORS INC. | $295M | Q4 2025 | 1/20/2026 | 271 |
| 5864 | HORAN CAPITAL MANAGEMENT | $295M | Q2 2014 | 7/23/2014 | 37 |
| 5865 | Cambridge Financial Group, LLC | $295M | Q1 2026 | 4/8/2026 | 168 |
| 5866 | Royal Harbor Partners, LLC | $295M | Q1 2026 | 4/24/2026 | 51 |
| 5867 | MASTER'S WEALTH MANAGEMENT INC. | $295M | Q1 2026 | 4/23/2026 | 82 |
| 5868 | Claar Advisors LLC | $295M | Q1 2026 | 5/15/2026 | 15 |
| 5869 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $295M | Q1 2026 | 5/4/2026 | 82 |
| 5870 | MORRIS FINANCIAL CONCEPTS, INC. | $295M | Q1 2026 | 4/17/2026 | 195 |
| 5871 | Permit Capital, LLC | $294M | Q1 2026 | 5/7/2026 | 19 |
| 5872 | Key Client Fiduciary Advisors, LLC | $294M | Q1 2026 | 4/9/2026 | 216 |
| 5873 | Selkirk Management LLC | $294M | Q1 2026 | 5/14/2026 | 11 |
| 5874 | B&I Capital AG | $294M | Q1 2026 | 5/6/2026 | 24 |
| 5875 | Thomas J. Herzfeld Advisors, Inc. | $294M | Q1 2026 | 5/12/2026 | 115 |
| 5876 | WOOD ASSET MANAGEMENT INC | $294M | Q2 2014 | 7/15/2014 | 61 |
| 5877 | Pacifica Capital Investments, LLC | $294M | Q1 2026 | 5/13/2026 | 15 |
| 5878 | Deseret Mutual Benefit Administrators | $294M | Q1 2026 | 5/8/2026 | 508 |
| 5879 | Missouri Education Pension Trust | $294M | Q1 2026 | 5/6/2026 | 2 |
| 5880 | Engle Capital Management, L.P. | $293M | Q1 2026 | 5/15/2026 | 22 |
| 5881 | HF Advisory Group, LLC | $293M | Q1 2026 | 4/21/2026 | 166 |
| 5882 | Consilium Wealth Advisory, LLC | $293M | Q1 2026 | 4/20/2026 | 102 |
| 5883 | MONTGOMERY INVESTMENT MANAGEMENT INC | $293M | Q1 2026 | 4/21/2026 | 103 |
| 5884 | FIRETRAIL INVESTMENTS PTY LTD | $293M | Q1 2026 | 5/4/2026 | 28 |
| 5885 | TIGER VEDA MANAGEMENT LLC | $293M | Q1 2014 | 5/15/2014 | 18 |
| 5886 | Roth Financial Partners LLC | $293M | Q1 2026 | 4/21/2026 | 31 |
| 5887 | FAMILY WEALTH PARTNERS, LLC | $293M | Q1 2026 | 4/14/2026 | 105 |
| 5888 | HHG & Company, LLC | $293M | Q1 2014 | 4/29/2014 | 172 |
| 5889 | Nixon Capital, LLC | $293M | Q1 2026 | 5/14/2026 | 22 |
| 5890 | Sharper & Granite LLC | $293M | Q1 2026 | 4/8/2026 | 107 |
| 5891 | CURIO WEALTH, LLC | $293M | Q1 2026 | 5/11/2026 | 1,256 |
| 5892 | Walker Financial Services, Inc. | $292M | Q1 2026 | 4/29/2026 | 43 |
| 5893 | BAROMETER CAPITAL MANAGEMENT INC. | $292M | Q1 2026 | 5/12/2026 | 114 |
| 5894 | PENNINGTON PARTNERS & CO., LLC | $292M | Q1 2026 | 5/14/2026 | 114 |
| 5895 | Nicollet Investment Management, Inc. | $292M | Q1 2026 | 5/13/2026 | 76 |
| 5896 | BURKETT FINANCIAL SERVICES, LLC | $292M | Q1 2026 | 4/1/2026 | 251 |
| 5897 | Francisco Partners Management, LP | $292M | Q1 2026 | 5/15/2026 | 3 |
| 5898 | LCC Family Corp. | $292M | Q1 2026 | 5/14/2026 | 1 |
| 5899 | WARNER FINANCIAL, INC | $292M | Q1 2026 | 4/8/2026 | 135 |
| 5900 | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | $292M | Q1 2026 | 5/15/2026 | 5 |
| 5901 | Bishop & Co Investment Management, LLC | $292M | Q1 2026 | 4/24/2026 | 26 |
| 5902 | Members Advisory Group LLC | $292M | Q1 2026 | 5/5/2026 | 36 |
| 5903 | Canopy Partners, LLC | $291M | Q1 2026 | 5/11/2026 | 245 |
| 5904 | Capital Investment Management, Inc. | $291M | Q1 2026 | 4/22/2026 | 125 |
| 5905 | Chautauqua Capital Management | $291M | Q2 2014 | 8/1/2014 | 27 |
| 5906 | Wilkerson Advisory Group LLC | $291M | Q1 2026 | 5/8/2026 | 617 |
| 5907 | Denver PWM, LLC | $291M | Q1 2026 | 5/12/2026 | 87 |
| 5908 | DENVER WEALTH MANAGEMENT, INC. | $291M | Q1 2026 | 4/27/2026 | 100 |
| 5909 | Evelyn Partners Investment Management (Europe) Ltd | $291M | Q1 2026 | 5/15/2026 | 187 |
| 5910 | BARRETT & COMPANY, INC. | $291M | Q1 2026 | 5/4/2026 | 651 |
| 5911 | Oak Asset Management, LLC | $290M | Q1 2026 | 4/15/2026 | 108 |
| 5912 | EVERPAR ADVISORS LLC | $290M | Q1 2026 | 4/21/2026 | 282 |
| 5913 | ARCH CAPITAL GROUP LTD. | $290M | Q1 2026 | 5/5/2026 | 4 |
| 5914 | ODonnell Financial Services, LLC | $290M | Q1 2026 | 5/7/2026 | 64 |
| 5915 | Veritas Investment Management LLP | $290M | Q2 2014 | 8/11/2014 | 74 |
| 5916 | Orion Capital Management LLC | $290M | Q1 2026 | 5/14/2026 | 489 |
| 5917 | Fairfield Financial Advisors, LTD | $290M | Q1 2026 | 4/27/2026 | 74 |
| 5918 | Friday Financial | $290M | Q1 2026 | 4/16/2026 | 93 |
| 5919 | Altrafin AG | $290M | Q1 2026 | 4/14/2026 | 52 |
| 5920 | SAXON INTERESTS, INC. | $290M | Q1 2026 | 4/29/2026 | 224 |
| 5921 | Powell Investment Advisors, LLC | $290M | Q1 2026 | 4/23/2026 | 174 |
| 5922 | Glass Jacobson Investment Advisors llc | $290M | Q1 2026 | 4/23/2026 | 607 |
| 5923 | Raleigh Capital Management Inc. | $290M | Q1 2026 | 4/28/2026 | 775 |
| 5924 | Sonoma Allocations LLC | $290M | Q1 2026 | 5/19/2026 | 145 |
| 5925 | Wealth Management Associates, Inc. | $290M | Q1 2026 | 5/13/2026 | 234 |
| 5926 | Cable Car Capital, LP | $289M | Q1 2026 | 5/15/2026 | 128 |
| 5927 | Blue Water Asset Management | $289M | Q1 2026 | 5/5/2026 | 103 |
| 5928 | LeClair Wealth Partners LLC | $289M | Q1 2026 | 5/5/2026 | 103 |
| 5929 | Windward Private Wealth Management Inc. | $289M | Q1 2026 | 5/6/2026 | 44 |
| 5930 | PineBridge Investments Asia Ltd | $289M | Q1 2026 | 5/14/2026 | 7 |
| 5931 | Costello Asset Management, INC | $289M | Q1 2026 | 4/30/2026 | 685 |
| 5932 | SPECTRUM ADVISORY SERVICES INC | $289M | Q2 2014 | 8/4/2014 | 170 |
| 5933 | Goodlander Investment Management, LLC | $289M | Q1 2026 | 5/15/2026 | 12 |
| 5934 | Autus Asset Management, LLC | $289M | Q2 2014 | 8/1/2014 | 120 |
| 5935 | Plum Street Advisors, LLC | $289M | Q1 2026 | 5/14/2026 | 98 |
| 5936 | New Perspectives, Inc | $289M | Q1 2026 | 4/21/2026 | 44 |
| 5937 | Evanston Investments, Inc., dba Evanston Advisors | $289M | Q2 2014 | 7/25/2014 | 61 |
| 5938 | Lumbard & Kellner, LLC | $289M | Q1 2026 | 5/15/2026 | 99 |
| 5939 | NEW ENGLAND SECURITIES CORP /MA/ | $288M | Q2 2014 | 8/4/2014 | 1,767 |
| 5940 | Whetstone Capital Advisors, LLC | $288M | Q1 2026 | 5/15/2026 | 56 |
| 5941 | Realta Investment Advisors | $288M | Q1 2026 | 4/22/2026 | 367 |
| 5942 | Equinox Fund Management LLC | $288M | Q4 2013 | 3/7/2014 | 4 |
| 5943 | NEW WAVE WEALTH ADVISORS LLC | $288M | Q1 2026 | 5/4/2026 | 192 |
| 5944 | ENZI WEALTH | $288M | Q1 2026 | 4/24/2026 | 71 |
| 5945 | American Research & Management Co. | $288M | Q2 2014 | 7/15/2014 | 390 |
| 5946 | WRAPMANAGER INC | $288M | Q1 2026 | 5/11/2026 | 135 |
| 5947 | TICINO WEALTH | $288M | Q1 2026 | 4/22/2026 | 138 |
| 5948 | Financial Connections Group, Inc. | $288M | Q1 2026 | 5/1/2026 | 251 |
| 5949 | Marnell Management LLC | $288M | Q1 2026 | 5/14/2026 | 72 |
| 5950 | Horizon Investment Services, LLC | $288M | Q1 2026 | 5/15/2026 | 137 |
| 5951 | Forza Wealth Management, LLC | $287M | Q1 2026 | 4/30/2026 | 188 |
| 5952 | LAZARI CAPITAL MANAGEMENT, INC. | $287M | Q1 2026 | 4/23/2026 | 175 |
| 5953 | PSquared Asset Management AG | $287M | Q1 2026 | 5/14/2026 | 15 |
| 5954 | ENCOMPASS WEALTH ADVISORS, LLC | $287M | Q1 2026 | 4/21/2026 | 100 |
| 5955 | WEALTH MANAGEMENT RESOURCES, INC. | $287M | Q1 2026 | 4/28/2026 | 28 |
| 5956 | Extract Advisors LLC | $287M | Q1 2026 | 5/15/2026 | 32 |
| 5957 | GoodHaven Capital Management, LLC | $287M | Q1 2026 | 5/12/2026 | 26 |
| 5958 | Shaker Financial Services, LLC | $287M | Q1 2026 | 5/12/2026 | 145 |
| 5959 | IAMS WEALTH MANAGEMENT, LLC | $287M | Q1 2026 | 4/15/2026 | 186 |
| 5960 | Skyline Advisors, Inc. | $287M | Q1 2026 | 4/20/2026 | 120 |
| 5961 | AVAII WEALTH MANAGEMENT, LLC | $287M | Q1 2026 | 4/21/2026 | 158 |
| 5962 | Mayfair Advisory Group, LLC | $286M | Q1 2026 | 4/21/2026 | 175 |
| 5963 | Investment Research & Advisory Group, Inc. | $286M | Q1 2026 | 4/20/2026 | 280 |
| 5964 | DAVIS CAPITAL PARTNERS, LLC | $286M | Q1 2014 | 5/15/2014 | 21 |
| 5965 | Mills Wealth Advisors LLC | $286M | Q1 2026 | 4/24/2026 | 80 |
| 5966 | Valence8 US LP | $286M | Q1 2026 | 5/15/2026 | 14 |
| 5967 | Argentarii, LLC | $286M | Q1 2026 | 5/12/2026 | 198 |
| 5968 | Muzinich & Co., Inc. | $286M | Q1 2026 | 4/23/2026 | 38 |
| 5969 | 44 WEALTH MANAGEMENT LLC | $286M | Q1 2026 | 5/15/2026 | 183 |
| 5970 | HS Management Partners, LLC | $286M | Q1 2026 | 4/27/2026 | 24 |
| 5971 | Sinvest Investments II Ltd. | $286M | Q1 2026 | 4/23/2026 | 1 |
| 5972 | Leisure Capital Management | $286M | Q1 2026 | 5/8/2026 | 154 |
| 5973 | Owls Nest Partners IA, LLC | $286M | Q1 2026 | 5/14/2026 | 13 |
| 5974 | Kenora Financial, LLC | $286M | Q1 2026 | 4/22/2026 | 132 |
| 5975 | West Family Investments, Inc. | $285M | Q1 2026 | 5/7/2026 | 259 |
| 5976 | LEVY HARKINS & CO INC/ | $285M | Q2 2014 | 7/28/2014 | 21 |
| 5977 | Vantage Point Financial LLC | $285M | Q1 2026 | 5/1/2026 | 176 |
| 5978 | THEORY FINANCIAL LLC | $285M | Q1 2026 | 5/5/2026 | 94 |
| 5979 | BENNETT SELBY INVESTMENTS LP | $285M | Q1 2026 | 4/21/2026 | 81 |
| 5980 | G&S Capital LLC | $285M | Q1 2026 | 4/7/2026 | 133 |
| 5981 | Providence First Trust Co | $284M | Q1 2026 | 5/4/2026 | 179 |
| 5982 | Future Fund LLC | $284M | Q1 2026 | 5/6/2026 | 127 |
| 5983 | Axiom Financial Strategies, LLC | $284M | Q1 2026 | 4/21/2026 | 32 |
| 5984 | MMA ASSET MANAGEMENT LLC | $284M | Q1 2026 | 4/8/2026 | 179 |
| 5985 | Mach-1 Financial Group, LLC | $284M | Q1 2026 | 5/13/2026 | 161 |
| 5986 | WEALTHSPAN PARTNERS, LLC | $284M | Q1 2026 | 4/8/2026 | 123 |
| 5987 | Rise Advisors, LLC | $284M | Q1 2026 | 4/3/2026 | 94 |
| 5988 | Chaney Capital Management, Inc. | $284M | Q1 2026 | 5/11/2026 | 41 |
| 5989 | Powers Advisory Group, LLC | $284M | Q1 2026 | 4/21/2026 | 125 |
| 5990 | Beacon Wealthcare LLC | $284M | Q1 2026 | 4/1/2026 | 26 |
| 5991 | Foundation Wealth Management, LLC\PA | $284M | Q1 2026 | 4/21/2026 | 91 |
| 5992 | Bank OZK | $283M | Q1 2026 | 5/13/2026 | 149 |
| 5993 | HALL LAURIE J TRUSTEE | $283M | Q1 2026 | 4/6/2026 | 104 |
| 5994 | Davis Investment Partners, LLC | $283M | Q1 2026 | 4/20/2026 | 167 |
| 5995 | Urban Financial Advisory Corp | $283M | Q1 2026 | 5/8/2026 | 57 |
| 5996 | TAGStone Capital, Inc. | $283M | Q1 2026 | 5/11/2026 | 137 |
| 5997 | ARGENT TRUST COMPANY, N.A. | $283M | Q2 2014 | 8/8/2014 | 168 |
| 5998 | Drummond Knight Asset Management Pty Ltd | $283M | Q1 2026 | 5/6/2026 | 14 |
| 5999 | Delaney Dennis R | $282M | Q1 2026 | 5/14/2026 | 70 |
| 6000 | WEALTH EFFECTS LLC | $282M | Q1 2026 | 4/21/2026 | 237 |