Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5801 | Hixon Zuercher, LLC | $341M | Q2 2026 | 7/20/2026 | 88 |
| 5802 | Aikya Investment Management Ltd | $341M | Q2 2026 | 8/12/2026 | 5 |
| 5803 | Coalescence Partners Investment Management, LP | $341M | Q2 2026 | 8/13/2026 | 12 |
| 5804 | AVAII WEALTH MANAGEMENT, LLC | $341M | Q2 2026 | 8/10/2026 | 176 |
| 5805 | ACT WEALTH MANAGEMENT, LLC | $340M | Q2 2026 | 7/7/2026 | 64 |
| 5806 | WARNER FINANCIAL, INC | $340M | Q2 2026 | 7/9/2026 | 145 |
| 5807 | Greenbush Financial Group, LLC | $340M | Q2 2026 | 7/21/2026 | 35 |
| 5808 | ODonnell Financial Services, LLC | $340M | Q2 2026 | 8/12/2026 | 74 |
| 5809 | HERITAGE OAK WEALTH ADVISORS LLC | $340M | Q2 2026 | 7/23/2026 | 101 |
| 5810 | River Street Advisors LLC | $340M | Q2 2026 | 7/21/2026 | 177 |
| 5811 | JEPPSON WEALTH MANAGEMENT, LLC | $339M | Q2 2026 | 8/4/2026 | 242 |
| 5812 | BRILLIANCE ASSET MANAGEMENT LTD | $339M | Q2 2026 | 8/12/2026 | 11 |
| 5813 | Haverford Financial Services, Inc. | $339M | Q2 2026 | 8/12/2026 | 49 |
| 5814 | New Insight Wealth Advisors | $339M | Q2 2026 | 7/27/2026 | 120 |
| 5815 | PATRIOT FINANCIAL PARTNERS GP, LP | $339M | Q2 2014 | 8/6/2014 | 18 |
| 5816 | 1492 Capital Management LLC | $339M | Q2 2026 | 8/11/2026 | 133 |
| 5817 | East Coast Asset Management, LLC. | $339M | Q2 2026 | 8/14/2026 | 67 |
| 5818 | Fore Capital, LLC | $338M | Q2 2026 | 8/10/2026 | 67 |
| 5819 | Etesian Wealth Advisors, Inc. | $338M | Q2 2026 | 7/23/2026 | 141 |
| 5820 | Red Rocks Capital LLC | $338M | Q1 2014 | 5/15/2014 | 8 |
| 5821 | CASTLE WEALTH MANAGEMENT LLC | $338M | Q2 2026 | 7/31/2026 | 143 |
| 5822 | Murphy Michael R | $338M | Q1 2014 | 5/14/2014 | 21 |
| 5823 | ACG Wealth | $337M | Q1 2014 | 4/25/2014 | 183 |
| 5824 | Elite Wealth Management, Inc. | $337M | Q2 2026 | 8/13/2026 | 47 |
| 5825 | SHAYNE & JACOBS, LLC | $337M | Q2 2026 | 7/7/2026 | 101 |
| 5826 | Corundum Group, Inc. | $337M | Q2 2026 | 8/7/2026 | 112 |
| 5827 | Consilium Wealth Advisory, LLC | $337M | Q2 2026 | 8/10/2026 | 101 |
| 5828 | Northern Right Capital Management, L.P. | $337M | Q2 2026 | 8/14/2026 | 27 |
| 5829 | Ameliora Wealth Management Ltd. | $337M | Q2 2026 | 7/24/2026 | 229 |
| 5830 | Riverwater Partners LLC | $337M | Q2 2026 | 8/14/2026 | 209 |
| 5831 | BFI Infinity Ltd. | $337M | Q2 2026 | 7/10/2026 | 64 |
| 5832 | Bank OZK | $337M | Q2 2026 | 8/17/2026 | 159 |
| 5833 | AlphaGrep UK Ltd | $336M | Q2 2026 | 8/14/2026 | 721 |
| 5834 | Amtrust Financial Services, Inc. | $336M | Q2 2026 | 7/29/2026 | 15 |
| 5835 | Roth Financial Partners LLC | $336M | Q2 2026 | 7/14/2026 | 33 |
| 5836 | Strategic Financial Concepts, LLC | $336M | Q2 2026 | 7/27/2026 | 239 |
| 5837 | Forum Private Client Group LLC | $336M | Q2 2026 | 8/12/2026 | 86 |
| 5838 | Silver Coast Investments LLC | $336M | Q2 2026 | 7/24/2026 | 121 |
| 5839 | Oldfather Financial Services, LLC | $336M | Q4 2025 | 1/16/2026 | 98 |
| 5840 | Greenfield Seitz Capital Management, LLC | $336M | Q2 2026 | 8/12/2026 | 107 |
| 5841 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $336M | Q2 2026 | 8/4/2026 | 85 |
| 5842 | ADIRONDACK TRUST CO | $336M | Q2 2026 | 7/16/2026 | 558 |
| 5843 | OneAscent Wealth Management LLC | $336M | Q2 2026 | 8/11/2026 | 169 |
| 5844 | Jessup Wealth Management, Inc | $335M | Q2 2026 | 8/11/2026 | 81 |
| 5845 | Persistent Asset Partners Ltd | $335M | Q2 2026 | 8/6/2026 | 818 |
| 5846 | Pennant Investors, LP | $335M | Q2 2026 | 8/14/2026 | 16 |
| 5847 | TPG Financial Advisors, LLC | $335M | Q2 2026 | 8/10/2026 | 81 |
| 5848 | SEAVIEW INVESTMENT MANAGERS LLC | $335M | Q2 2026 | 7/14/2026 | 93 |
| 5849 | Spinecap SAS | $335M | Q2 2026 | 7/27/2026 | 16 |
| 5850 | BHK Investment Advisors, LLC | $335M | Q2 2026 | 7/28/2026 | 79 |
| 5851 | Trustees of Dartmouth College | $335M | Q2 2026 | 8/13/2026 | 11 |
| 5852 | Arkfeld Wealth Strategies, L.L.C. | $334M | Q2 2026 | 7/10/2026 | 119 |
| 5853 | Wealth High Governance Capital Ltda | $334M | Q2 2026 | 8/13/2026 | 35 |
| 5854 | Core Alternative Capital | $334M | Q2 2026 | 8/14/2026 | 201 |
| 5855 | FIDUCIARY TRUST INTERNATIONAL LLC | $334M | Q2 2014 | 7/14/2014 | 121 |
| 5856 | Saiph Capital, LLC | $334M | Q2 2026 | 7/29/2026 | 131 |
| 5857 | Slagle Financial, LLC | $334M | Q2 2026 | 7/29/2026 | 127 |
| 5858 | Henry James International Management Inc. | $334M | Q2 2026 | 7/9/2026 | 91 |
| 5859 | ELEVATION WEALTH PARTNERS, LLC | $334M | Q2 2026 | 7/7/2026 | 1,305 |
| 5860 | AT Bancorp | $334M | Q2 2014 | 8/6/2014 | 191 |
| 5861 | Alta Fundamental Advisers LLC | $333M | Q2 2026 | 8/12/2026 | 26 |
| 5862 | Gimbel Daniel Scott | $333M | Q2 2026 | 8/14/2026 | 2 |
| 5863 | Costello Asset Management, INC | $333M | Q2 2026 | 7/28/2026 | 710 |
| 5864 | S&T BANK/PA | $333M | Q2 2026 | 8/12/2026 | 448 |
| 5865 | Goepper Burkhardt LLC | $333M | Q2 2026 | 8/10/2026 | 99 |
| 5866 | LODESTAR INVESTMENT COUNSEL LLC/IL | $333M | Q2 2014 | 7/2/2014 | 116 |
| 5867 | VISTA INVESTMENT MANAGEMENT | $333M | Q2 2026 | 8/12/2026 | 178 |
| 5868 | Ducere Wealth Management LLC | $333M | Q2 2026 | 7/28/2026 | 135 |
| 5869 | Joseph P. Lucia & Associates, LLC | $333M | Q2 2026 | 8/7/2026 | 188 |
| 5870 | Steadview Capital Management LLC | $333M | Q2 2026 | 8/4/2026 | 14 |
| 5871 | KEMPER Corp | $332M | Q1 2014 | 5/12/2014 | 59 |
| 5872 | Tandem Financial, LLC | $332M | Q2 2026 | 8/13/2026 | 101 |
| 5873 | Canopy Partners, LLC | $332M | Q2 2026 | 7/22/2026 | 256 |
| 5874 | MASTER'S WEALTH MANAGEMENT INC. | $332M | Q2 2026 | 8/7/2026 | 91 |
| 5875 | Gallatin Point Capital LLC | $332M | Q2 2026 | 8/14/2026 | 3 |
| 5876 | AMERICAN ASSETS INC | $332M | Q2 2026 | 8/5/2026 | 12 |
| 5877 | Corsair Capital LLC | $332M | Q1 2014 | 5/14/2014 | 3 |
| 5878 | Hidden Lake Asset Management LP | $332M | Q2 2026 | 8/14/2026 | 24 |
| 5879 | IAMS WEALTH MANAGEMENT, LLC | $332M | Q2 2026 | 7/16/2026 | 190 |
| 5880 | PURE PORTFOLIOS HOLDINGS LLC | $332M | Q4 2025 | 1/30/2026 | 104 |
| 5881 | Prodigy Asset Management LLC | $332M | Q2 2026 | 7/7/2026 | 29 |
| 5882 | BCS Private Wealth Management, Inc. | $332M | Q2 2026 | 7/31/2026 | 187 |
| 5883 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | $332M | Q2 2014 | 7/18/2014 | 74 |
| 5884 | Precision Wealth Strategies, LLC | $332M | Q2 2026 | 8/10/2026 | 170 |
| 5885 | Legacy Capital Group California, Inc. | $332M | Q2 2026 | 7/29/2026 | 299 |
| 5886 | Mayfair Advisory Group, LLC | $332M | Q2 2026 | 8/11/2026 | 185 |
| 5887 | FDx Advisors, Inc. | $332M | Q2 2026 | 8/4/2026 | 179 |
| 5888 | Left Brain Wealth Management, LLC | $332M | Q2 2026 | 7/30/2026 | 99 |
| 5889 | Argentarii, LLC | $332M | Q2 2026 | 8/12/2026 | 213 |
| 5890 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | $332M | Q2 2026 | 8/7/2026 | 11 |
| 5891 | Pacifica Partners Inc. | $332M | Q2 2026 | 7/13/2026 | 424 |
| 5892 | L.K. Benson & Company, P.C. | $332M | Q2 2026 | 7/24/2026 | 115 |
| 5893 | Long Corridor Asset Management Ltd | $331M | Q2 2026 | 8/11/2026 | 35 |
| 5894 | Foundation Wealth Management, LLC\PA | $331M | Q2 2026 | 7/21/2026 | 105 |
| 5895 | Goodlander Investment Management, LLC | $331M | Q2 2026 | 8/14/2026 | 15 |
| 5896 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | $331M | Q1 2014 | 5/13/2014 | 163 |
| 5897 | TD Ameritrade Trust Co | $331M | Q1 2014 | 5/13/2014 | 45 |
| 5898 | FLAGSTAR SECURITIES, INC | $331M | Q2 2026 | 7/15/2026 | 177 |
| 5899 | Crow's Nest Holdings LP | $331M | Q2 2026 | 8/14/2026 | 11 |
| 5900 | CLOVERFIELDS CAPITAL GROUP, LP | $331M | Q2 2026 | 8/13/2026 | 90 |
| 5901 | Camarda Financial Advisors, LLC | $331M | Q2 2026 | 8/14/2026 | 122 |
| 5902 | Rhino Investment Partners, Inc | $331M | Q2 2026 | 8/14/2026 | 32 |
| 5903 | Laura & John Arnold Foundation | $330M | Q2 2026 | 8/14/2026 | 5 |
| 5904 | Napier Park Global Capital (US) LP | $330M | Q1 2014 | 5/13/2014 | 41 |
| 5905 | NKCFO LLC | $330M | Q2 2026 | 8/13/2026 | 92 |
| 5906 | Bell & Brown Wealth Advisors, LLC | $330M | Q2 2026 | 8/10/2026 | 73 |
| 5907 | Saiers Capital, LLC | $330M | Q2 2014 | 8/11/2014 | 231 |
| 5908 | Norman Fields, Gottscho Capital Management, LLC | $330M | Q2 2026 | 7/8/2026 | 64 |
| 5909 | C Partners Holding GmbH | $330M | Q2 2026 | 8/14/2026 | 15 |
| 5910 | Lumbard & Kellner, LLC | $330M | Q2 2026 | 8/6/2026 | 108 |
| 5911 | Hayek Kallen Investment Management | $330M | Q2 2026 | 8/17/2026 | 97 |
| 5912 | MONTGOMERY INVESTMENT MANAGEMENT INC | $330M | Q2 2026 | 7/15/2026 | 108 |
| 5913 | Iyo Bank, Ltd. | $329M | Q2 2026 | 8/11/2026 | 32 |
| 5914 | Windward Management LP | $329M | Q2 2026 | 8/17/2026 | 13 |
| 5915 | Towne Trust Company, N.A | $329M | Q2 2026 | 7/30/2026 | 323 |
| 5916 | QUENTEC ASSET MANAGEMENT LLC | $329M | Q1 2014 | 5/15/2014 | 46 |
| 5917 | Tikvah Management LLC | $329M | Q2 2026 | 8/12/2026 | 19 |
| 5918 | Providence Equity Partners L.L.C. | $329M | Q2 2026 | 8/14/2026 | 3 |
| 5919 | Spruce Investment Advisors LLC | $329M | Q2 2014 | 8/6/2014 | 20 |
| 5920 | United Bank | $329M | Q2 2026 | 8/10/2026 | 122 |
| 5921 | Buttonwood Financial Advisors Inc. | $329M | Q2 2026 | 7/13/2026 | 110 |
| 5922 | Omega Financial Group, LLC | $329M | Q2 2026 | 7/21/2026 | 91 |
| 5923 | EDENTREE ASSET MANAGEMENT Ltd | $328M | Q2 2026 | 8/14/2026 | 66 |
| 5924 | ENCOMPASS WEALTH ADVISORS, LLC | $328M | Q2 2026 | 7/21/2026 | 109 |
| 5925 | Davis Investment Partners, LLC | $328M | Q2 2026 | 8/7/2026 | 172 |
| 5926 | Kercheville Advisors, LLC | $328M | Q2 2026 | 7/30/2026 | 108 |
| 5927 | STANCE CAPITAL LLC | $328M | Q2 2026 | 8/14/2026 | 340 |
| 5928 | PECAUT & CO. | $328M | Q2 2026 | 8/3/2026 | 65 |
| 5929 | NVP Associates, LLC | $328M | Q2 2026 | 8/7/2026 | 7 |
| 5930 | Kaydan Wealth Management, Inc. | $328M | Q2 2026 | 7/24/2026 | 115 |
| 5931 | Vantage Point Financial LLC | $328M | Q2 2026 | 8/14/2026 | 188 |
| 5932 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | $328M | Q2 2014 | 8/7/2014 | 110 |
| 5933 | Tabor Asset Management, LP | $328M | Q2 2026 | 8/14/2026 | 47 |
| 5934 | Seawolf Capital, LLC | $327M | Q1 2014 | 5/14/2014 | 39 |
| 5935 | Engaged Capital LLC | $327M | Q2 2026 | 8/14/2026 | 10 |
| 5936 | Richard W. Paul & Associates, LLC | $327M | Q2 2026 | 8/10/2026 | 320 |
| 5937 | Wealth Advisors of Tampa Bay, LLC | $327M | Q2 2026 | 8/14/2026 | 94 |
| 5938 | WEST FACE CAPITAL INC. | $327M | Q1 2014 | 5/15/2014 | 4 |
| 5939 | Dalal Street, LLC | $327M | Q2 2026 | 8/13/2026 | 4 |
| 5940 | TRED AVON FAMILY WEALTH, LLC | $327M | Q2 2026 | 8/10/2026 | 262 |
| 5941 | ROGCO, LP | $327M | Q2 2026 | 7/30/2026 | 224 |
| 5942 | JCIC Asset Management Inc. | $326M | Q2 2026 | 7/17/2026 | 113 |
| 5943 | Capital Investment Management, Inc. | $326M | Q2 2026 | 7/15/2026 | 132 |
| 5944 | Vigilare Wealth Management | $326M | Q2 2026 | 7/6/2026 | 123 |
| 5945 | MORRIS FINANCIAL CONCEPTS, INC. | $326M | Q2 2026 | 7/29/2026 | 204 |
| 5946 | SIMMONS FIRST TRUST CO NA | $326M | Q2 2014 | 7/31/2014 | 128 |
| 5947 | Register Financial Advisors LLC | $326M | Q2 2026 | 7/15/2026 | 426 |
| 5948 | Hassell Wealth Management, LLC | $326M | Q2 2026 | 7/13/2026 | 29 |
| 5949 | Aventura Private Wealth, LLC | $326M | Q2 2026 | 7/15/2026 | 986 |
| 5950 | LCNB CORP | $326M | Q2 2026 | 8/10/2026 | 184 |
| 5951 | Forza Wealth Management, LLC | $326M | Q2 2026 | 7/17/2026 | 194 |
| 5952 | Snow Phipps Group, LLC | $326M | Q2 2026 | 7/9/2026 | 2 |
| 5953 | Sycale Advisors (NY) LLC | $326M | Q2 2026 | 8/11/2026 | 24 |
| 5954 | New Perspectives, Inc | $326M | Q2 2026 | 7/22/2026 | 49 |
| 5955 | FAMILY WEALTH PARTNERS, LLC | $326M | Q2 2026 | 7/10/2026 | 109 |
| 5956 | Thomas J. Herzfeld Advisors, Inc. | $326M | Q2 2026 | 8/10/2026 | 129 |
| 5957 | Wilkerson Advisory Group LLC | $326M | Q2 2026 | 7/21/2026 | 620 |
| 5958 | Triton Wealth Management, PLLC | $326M | Q2 2026 | 8/5/2026 | 133 |
| 5959 | S.A. Mason LLC | $326M | Q2 2026 | 7/31/2026 | 282 |
| 5960 | Emery Howard Portfolio Management, Inc. | $325M | Q2 2014 | 8/7/2014 | 28 |
| 5961 | Mullooly Asset Management, Inc. | $325M | Q2 2026 | 8/5/2026 | 60 |
| 5962 | SYKON CAPITAL LLC | $325M | Q2 2026 | 8/12/2026 | 112 |
| 5963 | Bishop & Co Investment Management, LLC | $325M | Q2 2026 | 7/22/2026 | 26 |
| 5964 | GUARDIAN POINT CAPITAL, LP | $325M | Q2 2026 | 8/14/2026 | 14 |
| 5965 | LAZARI CAPITAL MANAGEMENT, INC. | $325M | Q2 2026 | 7/22/2026 | 188 |
| 5966 | NCM Capital Management, LLC | $324M | Q2 2026 | 8/14/2026 | 194 |
| 5967 | Pinnacle Holdings, LLC | $324M | Q2 2026 | 8/12/2026 | 237 |
| 5968 | NWK Group, Inc. | $324M | Q2 2026 | 8/10/2026 | 71 |
| 5969 | WEALTH MANAGEMENT RESOURCES, INC. | $324M | Q2 2026 | 7/22/2026 | 31 |
| 5970 | Silver Heights Capital Management Inc | $324M | Q2 2026 | 8/12/2026 | 4 |
| 5971 | Bluesphere Advisors LLC | $324M | Q2 2026 | 7/30/2026 | 121 |
| 5972 | Investment Research & Advisory Group, Inc. | $324M | Q2 2026 | 7/23/2026 | 315 |
| 5973 | Nicollet Investment Management, Inc. | $324M | Q2 2026 | 8/5/2026 | 77 |
| 5974 | Wealth Quarterback LLC | $324M | Q2 2026 | 7/27/2026 | 172 |
| 5975 | MAGARIAN CAPITAL MANAGEMENT, LLC | $324M | Q2 2026 | 8/12/2026 | 13 |
| 5976 | Legacy Bridge, LLC | $324M | Q2 2026 | 8/13/2026 | 322 |
| 5977 | HF Advisory Group, LLC | $323M | Q2 2026 | 7/8/2026 | 168 |
| 5978 | Orion Capital Management LLC | $323M | Q2 2026 | 8/17/2026 | 516 |
| 5979 | SIMS INVESTMENT MANAGEMENT, LLC | $323M | Q2 2026 | 7/21/2026 | 184 |
| 5980 | National Wealth Management Group, LLC | $323M | Q2 2026 | 7/14/2026 | 226 |
| 5981 | United Community Bank | $323M | Q2 2026 | 8/13/2026 | 534 |
| 5982 | Walker Financial Services, Inc. | $323M | Q2 2026 | 7/15/2026 | 45 |
| 5983 | Kenora Financial, LLC | $323M | Q2 2026 | 7/21/2026 | 133 |
| 5984 | Naman Capital Ltda | $323M | Q2 2026 | 8/13/2026 | 11 |
| 5985 | Granger Management LLC | $323M | Q2 2026 | 8/13/2026 | 15 |
| 5986 | Forefront Wealth Partners, LLC | $323M | Q2 2026 | 8/20/2026 | 177 |
| 5987 | Sharper & Granite LLC | $323M | Q2 2026 | 7/16/2026 | 109 |
| 5988 | Royal Harbor Partners, LLC | $323M | Q2 2026 | 7/27/2026 | 56 |
| 5989 | Sophron Capital Management L.P. | $323M | Q2 2026 | 8/14/2026 | 43 |
| 5990 | Prosperity Financial Group, Inc. | $323M | Q2 2026 | 7/28/2026 | 184 |
| 5991 | Quantum Financial Planning Services, Inc. | $323M | Q2 2026 | 7/15/2026 | 58 |
| 5992 | Northstar Advisory Group, LLC | $322M | Q2 2026 | 7/14/2026 | 119 |
| 5993 | Shamrock Asset Management LLC | $322M | Q2 2014 | 8/4/2014 | 298 |
| 5994 | CURIO WEALTH, LLC | $322M | Q2 2026 | 8/7/2026 | 78 |
| 5995 | S SQUARED TECHNOLOGY, LLC | $322M | Q2 2026 | 8/13/2026 | 33 |
| 5996 | Squadron Capital Management LLC | $322M | Q2 2026 | 8/14/2026 | 43 |
| 5997 | Westshore Wealth, LLC | $322M | Q2 2026 | 8/10/2026 | 107 |
| 5998 | Jackson, Grant Investment Advisers, Inc. | $322M | Q2 2026 | 7/31/2026 | 421 |
| 5999 | EnCap Investments L.P. | $322M | Q2 2026 | 8/12/2026 | 3 |
| 6000 | Ketron Financial | $322M | Q2 2026 | 8/5/2026 | 64 |