Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 5801 | Spectrum Asset Management, Inc. (NB/CA) | $300M | Q4 2025 | 1/26/2026 | 108 |
| 5802 | BARRETT & COMPANY, INC. | $300M | Q4 2025 | 1/28/2026 | 661 |
| 5803 | Callan Capital, LLC | $300M | Q1 2014 | 5/8/2014 | 55 |
| 5804 | Skyline Advisors, Inc. | $300M | Q4 2025 | 1/12/2026 | 104 |
| 5805 | TPG Financial Advisors, LLC | $300M | Q4 2025 | 2/6/2026 | 76 |
| 5806 | Sustainable Insight Capital Management, LLC | $300M | Q4 2025 | 2/12/2026 | 77 |
| 5807 | Argyle Capital Management, LLC | $300M | Q4 2025 | 1/29/2026 | 137 |
| 5808 | Denver PWM, LLC | $299M | Q4 2025 | 2/11/2026 | 76 |
| 5809 | Carlton Hofferkamp & Jenks Wealth Management, LLC | $299M | Q4 2025 | 1/22/2026 | 140 |
| 5810 | Alta Wealth Advisors LLC | $299M | Q4 2025 | 2/3/2026 | 166 |
| 5811 | Hassell Wealth Management, LLC | $299M | Q4 2025 | 1/26/2026 | 26 |
| 5812 | Demars Financial Group, LLC | $299M | Q4 2025 | 1/22/2026 | 89 |
| 5813 | Marks Wealth, LLC | $299M | Q4 2025 | 2/2/2026 | 21 |
| 5814 | C.V. Starr & Co., Inc. Trust | $299M | Q2 2014 | 8/7/2014 | 29 |
| 5815 | Baystate Wealth Management LLC | $299M | Q2 2014 | 7/2/2014 | 53 |
| 5816 | FLAGSTAR ADVISORS INC | $299M | Q4 2025 | 1/13/2026 | 177 |
| 5817 | Ariose Capital Management Ltd | $299M | Q4 2025 | 1/29/2026 | 14 |
| 5818 | LCNB CORP | $298M | Q4 2025 | 2/10/2026 | 189 |
| 5819 | Financial Insights, Inc. | $298M | Q4 2025 | 3/31/2026 | 128 |
| 5820 | Buckingham Capital Management, Inc. | $298M | Q1 2014 | 5/13/2014 | 171 |
| 5821 | Turas Capital Management LP | $298M | Q4 2025 | 2/17/2026 | 63 |
| 5822 | HARMONY ASSET MANAGEMENT LLC | $298M | Q4 2025 | 2/6/2026 | 181 |
| 5823 | LOEB PARTNERS CORP | $298M | Q1 2014 | 5/13/2014 | 176 |
| 5824 | 44 WEALTH MANAGEMENT LLC | $298M | Q4 2025 | 2/9/2026 | 196 |
| 5825 | Corundum Group, Inc. | $298M | Q4 2025 | 1/12/2026 | 113 |
| 5826 | NIA IMPACT ADVISORS, LLC | $298M | Q4 2025 | 2/9/2026 | 101 |
| 5827 | LAZARI CAPITAL MANAGEMENT, INC. | $298M | Q4 2025 | 1/29/2026 | 165 |
| 5828 | Veridan Wealth LLC | $298M | Q4 2025 | 2/13/2026 | 79 |
| 5829 | ADIRONDACK TRUST CO | $298M | Q1 2026 | 4/3/2026 | 544 |
| 5830 | E Fund Management (Hong Kong) Co., Ltd. | $297M | Q4 2025 | 2/5/2026 | 397 |
| 5831 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $297M | Q4 2025 | 1/20/2026 | 144 |
| 5832 | Orion Capital Management LLC | $297M | Q4 2025 | 2/3/2026 | 498 |
| 5833 | Helix Partners Management LP | $297M | Q4 2025 | 2/13/2026 | 12 |
| 5834 | Prudent Man Investment Management, Inc. | $297M | Q4 2025 | 2/12/2026 | 169 |
| 5835 | INVESCO, LLC | $297M | Q4 2025 | 1/20/2026 | 129 |
| 5836 | Hefren-Tillotson, Inc. | $297M | Q2 2014 | 7/29/2014 | 10 |
| 5837 | Yakira Capital Management, Inc. | $297M | Q4 2025 | 2/13/2026 | 186 |
| 5838 | Olympus Peak Asset Management LP | $297M | Q4 2025 | 2/17/2026 | 1 |
| 5839 | MPM ASSET MANAGEMENT LLC | $297M | Q2 2014 | 7/17/2014 | 14 |
| 5840 | Leonetti & Associates, LLC | $297M | Q1 2014 | 5/15/2014 | 35 |
| 5841 | Potrero Capital Research LLC | $297M | Q4 2025 | 2/17/2026 | 34 |
| 5842 | THEORY FINANCIAL LLC | $297M | Q4 2025 | 2/10/2026 | 101 |
| 5843 | Borer Denton & Associates, Inc. | $297M | Q4 2025 | 2/13/2026 | 65 |
| 5844 | Rail-Splitter Capital Management, LLC | $297M | Q2 2014 | 7/10/2014 | 38 |
| 5845 | Diana Davis Spencer Foundation | $296M | Q4 2025 | 2/13/2026 | 4 |
| 5846 | J.H. Whitney Equity Partners VII, LLC | $296M | Q4 2025 | 2/11/2026 | 1 |
| 5847 | Charter Bridge Capital Management, L.P. | $296M | Q1 2014 | 5/14/2014 | 32 |
| 5848 | Pinnacle Holdings, LLC | $296M | Q4 2025 | 2/12/2026 | 249 |
| 5849 | CRCM LP | $296M | Q4 2025 | 2/13/2026 | 11 |
| 5850 | Vigilare Wealth Management | $296M | Q1 2026 | 4/1/2026 | 109 |
| 5851 | Adirondack Research & Management Inc. | $296M | Q2 2014 | 8/8/2014 | 99 |
| 5852 | WRAPMANAGER INC | $296M | Q4 2025 | 2/6/2026 | 140 |
| 5853 | Thomas J. Herzfeld Advisors, Inc. | $296M | Q4 2025 | 2/13/2026 | 107 |
| 5854 | CAMPBELL CAPITAL MANAGEMENT INC | $295M | Q4 2025 | 1/28/2026 | 46 |
| 5855 | MARYLAND CAPITAL ADVISORS INC. | $295M | Q4 2025 | 1/20/2026 | 271 |
| 5856 | HORAN CAPITAL MANAGEMENT | $295M | Q2 2014 | 7/23/2014 | 37 |
| 5857 | Post Oak Energy Holdings, LLC | $295M | Q4 2025 | 2/17/2026 | 1 |
| 5858 | TOUNJIAN ADVISORY PARTNERS, LLC | $295M | Q4 2025 | 1/7/2026 | 150 |
| 5859 | Union Heritage Capital, LLC | $295M | Q4 2025 | 2/13/2026 | 60 |
| 5860 | RBA Wealth Management, LLC | $295M | Q4 2025 | 1/26/2026 | 94 |
| 5861 | ACORN CAPITAL ADVISORS, LLC | $295M | Q4 2025 | 2/17/2026 | 21 |
| 5862 | Sand Grove Capital Management LLP | $295M | Q4 2025 | 2/17/2026 | 12 |
| 5863 | Groupe des Assurances du Credit Mutuel | $295M | Q4 2025 | 2/6/2026 | 5 |
| 5864 | United Bank | $295M | Q4 2025 | 2/5/2026 | 124 |
| 5865 | Strategic Equity Management | $295M | Q4 2025 | 2/9/2026 | 68 |
| 5866 | NYL Investors LLC | $294M | Q4 2025 | 2/11/2026 | 32 |
| 5867 | Greenbush Financial Group, LLC | $294M | Q4 2025 | 1/20/2026 | 34 |
| 5868 | Aspiring Ventures, LLC | $294M | Q4 2025 | 1/27/2026 | 73 |
| 5869 | WOOD ASSET MANAGEMENT INC | $294M | Q2 2014 | 7/15/2014 | 61 |
| 5870 | ENCOMPASS WEALTH ADVISORS, LLC | $294M | Q4 2025 | 1/22/2026 | 101 |
| 5871 | Forum Private Client Group LLC | $293M | Q4 2025 | 2/6/2026 | 81 |
| 5872 | Renesas Electronics America Inc. | $293M | Q4 2025 | 2/17/2026 | 1 |
| 5873 | Key Client Fiduciary Advisors, LLC | $293M | Q4 2025 | 1/28/2026 | 219 |
| 5874 | Gallatin Point Capital LLC | $293M | Q4 2025 | 2/4/2026 | 2 |
| 5875 | Oak Asset Management, LLC | $293M | Q4 2025 | 1/14/2026 | 104 |
| 5876 | MKT Advisors LLC | $293M | Q4 2025 | 1/8/2026 | 163 |
| 5877 | Maniro Ltd | $293M | Q4 2025 | 2/17/2026 | 17 |
| 5878 | TIGER VEDA MANAGEMENT LLC | $293M | Q1 2014 | 5/15/2014 | 18 |
| 5879 | Santori & Peters, Inc. | $293M | Q4 2025 | 1/15/2026 | 71 |
| 5880 | Sphera Management Technology Funds Ltd | $293M | Q4 2025 | 2/17/2026 | 62 |
| 5881 | HHG & Company, LLC | $293M | Q1 2014 | 4/29/2014 | 172 |
| 5882 | Incline Global Management LLC | $293M | Q4 2025 | 2/17/2026 | 30 |
| 5883 | BCS Private Wealth Management, Inc. | $293M | Q4 2025 | 1/26/2026 | 175 |
| 5884 | ODonnell Financial Services, LLC | $293M | Q4 2025 | 1/29/2026 | 54 |
| 5885 | Long Path Partners LP | $292M | Q4 2025 | 2/17/2026 | 7 |
| 5886 | TMB Capital Partners, LLC | $292M | Q4 2025 | 2/19/2026 | 169 |
| 5887 | Tieton Capital Management, LLC | $292M | Q4 2025 | 2/10/2026 | 35 |
| 5888 | ARCH CAPITAL GROUP LTD. | $292M | Q4 2025 | 2/9/2026 | 4 |
| 5889 | Sonnipe Ltd | $292M | Q4 2025 | 2/17/2026 | 1 |
| 5890 | BURKETT FINANCIAL SERVICES, LLC | $292M | Q1 2026 | 4/1/2026 | 251 |
| 5891 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $292M | Q4 2025 | 1/12/2026 | 95 |
| 5892 | Ascension Capital Advisors, Inc. | $291M | Q4 2025 | 2/10/2026 | 45 |
| 5893 | University of Illinois Foundation | $291M | Q4 2025 | 2/13/2026 | 14 |
| 5894 | GLYNN CAPITAL MANAGEMENT LLC | $291M | Q4 2025 | 2/10/2026 | 37 |
| 5895 | Chautauqua Capital Management | $291M | Q2 2014 | 8/1/2014 | 27 |
| 5896 | Financial Connections Group, Inc. | $291M | Q4 2025 | 1/23/2026 | 235 |
| 5897 | Arkfeld Wealth Strategies, L.L.C. | $291M | Q4 2025 | 1/12/2026 | 113 |
| 5898 | Juniper Investment Company, LLC | $291M | Q4 2025 | 2/17/2026 | 8 |
| 5899 | ADAPT WEALTH ADVISORS, LLC | $291M | Q4 2025 | 2/10/2026 | 107 |
| 5900 | O'Neil Global Advisors, Inc. | $291M | Q4 2025 | 2/10/2026 | 45 |
| 5901 | Powell Investment Advisors, LLC | $290M | Q4 2025 | 2/9/2026 | 169 |
| 5902 | Veritas Investment Management LLP | $290M | Q2 2014 | 8/11/2014 | 74 |
| 5903 | Silver Coast Investments LLC | $290M | Q4 2025 | 1/27/2026 | 105 |
| 5904 | Main Street Group, LTD | $290M | Q4 2025 | 1/26/2026 | 90 |
| 5905 | CRITERIA CAIXA, S.A.U. | $290M | Q4 2025 | 2/17/2026 | 8 |
| 5906 | SOF Ltd | $290M | Q4 2025 | 2/18/2026 | 1 |
| 5907 | Wealth Advisors of Tampa Bay, LLC | $290M | Q4 2025 | 2/9/2026 | 92 |
| 5908 | Chaney Capital Management, Inc. | $290M | Q4 2025 | 1/27/2026 | 39 |
| 5909 | BONNESS ENTERPRISES INC | $290M | Q4 2025 | 1/14/2026 | 38 |
| 5910 | Midwest Heritage Bank, FSB | $290M | Q4 2025 | 2/4/2026 | 59 |
| 5911 | Hutchens & Kramer Investment Management Group, LLC | $290M | Q4 2025 | 1/8/2026 | 177 |
| 5912 | SPECTRUM ADVISORY SERVICES INC | $289M | Q2 2014 | 8/4/2014 | 170 |
| 5913 | Elevated Financial Group LLC | $289M | Q4 2025 | 1/29/2026 | 126 |
| 5914 | Left Brain Wealth Management, LLC | $289M | Q4 2025 | 2/5/2026 | 84 |
| 5915 | Range Financial Group LLC | $289M | Q4 2025 | 1/15/2026 | 195 |
| 5916 | Autus Asset Management, LLC | $289M | Q2 2014 | 8/1/2014 | 120 |
| 5917 | WIT Partners Advisory Pte. Ltd. | $289M | Q4 2025 | 1/28/2026 | 16 |
| 5918 | Malaga Cove Capital, LLC | $289M | Q4 2025 | 2/9/2026 | 189 |
| 5919 | SELDON CAPITAL LP | $289M | Q4 2025 | 2/17/2026 | 65 |
| 5920 | Providence First Trust Co | $289M | Q4 2025 | 2/3/2026 | 170 |
| 5921 | Windward Private Wealth Management Inc. | $289M | Q4 2025 | 2/2/2026 | 44 |
| 5922 | TORQUE ASSET MANAGEMENT LLC | $289M | Q4 2025 | 2/17/2026 | 12 |
| 5923 | Evanston Investments, Inc., dba Evanston Advisors | $289M | Q2 2014 | 7/25/2014 | 61 |
| 5924 | National Wealth Management Group, LLC | $289M | Q4 2025 | 1/12/2026 | 244 |
| 5925 | KHIS Custodian LP | $288M | Q4 2025 | 2/17/2026 | 1 |
| 5926 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $288M | Q4 2025 | 1/27/2026 | 79 |
| 5927 | HILLMAN CO | $288M | Q4 2025 | 1/16/2026 | 16 |
| 5928 | NEW ENGLAND SECURITIES CORP /MA/ | $288M | Q2 2014 | 8/4/2014 | 1,767 |
| 5929 | New Perspectives, Inc | $288M | Q4 2025 | 1/28/2026 | 42 |
| 5930 | Equinox Fund Management LLC | $288M | Q4 2013 | 3/7/2014 | 4 |
| 5931 | WARNER FINANCIAL, INC | $288M | Q4 2025 | 1/21/2026 | 132 |
| 5932 | NWK Group, Inc. | $288M | Q4 2025 | 2/9/2026 | 67 |
| 5933 | American Research & Management Co. | $288M | Q2 2014 | 7/15/2014 | 390 |
| 5934 | Range Rock Capital, LLC | $288M | Q4 2025 | 2/17/2026 | 26 |
| 5935 | Rede Wealth, LLC | $288M | Q4 2025 | 1/23/2026 | 109 |
| 5936 | Cambridge Financial Group, LLC | $288M | Q4 2025 | 1/9/2026 | 169 |
| 5937 | SmartHarvest Portfolios, LLC | $288M | Q4 2025 | 2/12/2026 | 366 |
| 5938 | Torrey Growth & Income Advisors | $288M | Q4 2025 | 2/17/2026 | 110 |
| 5939 | Wealth Management Associates, Inc. | $288M | Q4 2025 | 1/20/2026 | 235 |
| 5940 | Alliance Private Wealth, LLC | $287M | Q4 2025 | 2/13/2026 | 81 |
| 5941 | Holowesko Partners Ltd. | $287M | Q4 2025 | 2/11/2026 | 28 |
| 5942 | AYAL Capital Advisors Ltd | $287M | Q4 2025 | 2/17/2026 | 42 |
| 5943 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $287M | Q4 2025 | 1/20/2026 | 1,371 |
| 5944 | HF Advisory Group, LLC | $287M | Q4 2025 | 1/23/2026 | 168 |
| 5945 | SoundView Advisors Inc. | $287M | Q4 2025 | 2/6/2026 | 30 |
| 5946 | Omega Fund Management, LLC | $287M | Q4 2025 | 2/17/2026 | 11 |
| 5947 | Benson Investment Management Company, Inc. | $286M | Q4 2025 | 1/27/2026 | 50 |
| 5948 | Slagle Financial, LLC | $286M | Q4 2025 | 1/26/2026 | 118 |
| 5949 | DAVIS CAPITAL PARTNERS, LLC | $286M | Q1 2014 | 5/15/2014 | 21 |
| 5950 | Pillsbury Lake Capital LLC | $286M | Q4 2025 | 2/18/2026 | 30 |
| 5951 | PCA Investment Advisory Services Inc. | $286M | Q4 2025 | 2/10/2026 | 55 |
| 5952 | First Citizens Asset Management, Inc. | $286M | Q4 2025 | 2/5/2026 | 27 |
| 5953 | Davis Investment Partners, LLC | $286M | Q4 2025 | 1/6/2026 | 152 |
| 5954 | INCA Investments LLC | $286M | Q4 2025 | 2/4/2026 | 9 |
| 5955 | Manatuck Hill Partners, LLC | $286M | Q4 2025 | 2/17/2026 | 98 |
| 5956 | INVESTMENT PARTNERS, LTD. | $286M | Q4 2025 | 2/10/2026 | 149 |
| 5957 | MORRIS FINANCIAL CONCEPTS, INC. | $286M | Q4 2025 | 2/9/2026 | 193 |
| 5958 | Lumbard & Kellner, LLC | $286M | Q4 2025 | 2/3/2026 | 100 |
| 5959 | 325 CAPITAL LLC | $285M | Q4 2025 | 2/17/2026 | 13 |
| 5960 | SAXON INTERESTS, INC. | $285M | Q4 2025 | 2/13/2026 | 209 |
| 5961 | Autumn Glory Partners, LLC | $285M | Q4 2025 | 1/27/2026 | 208 |
| 5962 | Burns Matteson Capital Management, LLC | $285M | Q4 2025 | 1/15/2026 | 199 |
| 5963 | Global Financial Private Client, LLC | $285M | Q4 2025 | 1/27/2026 | 227 |
| 5964 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $285M | Q4 2025 | 2/13/2026 | 156 |
| 5965 | LEVY HARKINS & CO INC/ | $285M | Q2 2014 | 7/28/2014 | 21 |
| 5966 | CPA Asset Management Group, LLC | $285M | Q4 2025 | 1/13/2026 | 106 |
| 5967 | AXIS CAPITAL HOLDINGS LTD | $285M | Q4 2025 | 1/28/2026 | 3 |
| 5968 | Prodigy Asset Management LLC | $285M | Q4 2025 | 2/10/2026 | 24 |
| 5969 | Carmel Capital Partners, LLC | $285M | Q4 2025 | 1/29/2026 | 113 |
| 5970 | Rosalind Advisors, Inc. | $285M | Q4 2025 | 2/12/2026 | 42 |
| 5971 | Aerodigm Wealth, LLC | $284M | Q4 2025 | 2/6/2026 | 96 |
| 5972 | 1 NORTH WEALTH SERVICES LLC | $284M | Q4 2025 | 2/13/2026 | 279 |
| 5973 | Revere Asset Management, Inc | $284M | Q4 2025 | 2/9/2026 | 33 |
| 5974 | WEALTH MANAGEMENT RESOURCES, INC. | $284M | Q4 2025 | 1/30/2026 | 28 |
| 5975 | STEVENS CAPITAL MANAGEMENT LP | $284M | Q4 2025 | 2/3/2026 | 197 |
| 5976 | POWER WEALTH MANAGEMENT LLC | $284M | Q4 2025 | 2/17/2026 | 94 |
| 5977 | INTERCAPITAL, LLC | $284M | Q4 2025 | 2/13/2026 | 92 |
| 5978 | Sharper & Granite LLC | $284M | Q4 2025 | 1/27/2026 | 107 |
| 5979 | Wilkerson Advisory Group LLC | $284M | Q4 2025 | 2/13/2026 | 581 |
| 5980 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $284M | Q4 2025 | 1/21/2026 | 176 |
| 5981 | MILLER VALUE PARTNERS, LLC | $284M | Q4 2025 | 2/17/2026 | 34 |
| 5982 | Rise Advisors, LLC | $284M | Q1 2026 | 4/3/2026 | 94 |
| 5983 | Collaborative Wealth Managment Inc. | $284M | Q4 2025 | 2/9/2026 | 239 |
| 5984 | Sculati Wealth Management, LLC | $284M | Q4 2025 | 2/5/2026 | 116 |
| 5985 | Friday Financial | $284M | Q4 2025 | 1/9/2026 | 90 |
| 5986 | ENZI WEALTH | $284M | Q4 2025 | 1/15/2026 | 71 |
| 5987 | Beacon Wealthcare LLC | $284M | Q1 2026 | 4/1/2026 | 26 |
| 5988 | Highview Capital Management LLC/DE/ | $283M | Q4 2025 | 1/27/2026 | 105 |
| 5989 | HALL LAURIE J TRUSTEE | $283M | Q1 2026 | 4/6/2026 | 104 |
| 5990 | Bank OZK | $283M | Q4 2025 | 2/17/2026 | 150 |
| 5991 | Krensavage Asset Management, LLC | $283M | Q4 2025 | 2/18/2026 | 18 |
| 5992 | G&S Capital LLC | $283M | Q4 2025 | 1/28/2026 | 132 |
| 5993 | SIMS INVESTMENT MANAGEMENT, LLC | $283M | Q4 2025 | 1/16/2026 | 43 |
| 5994 | P SCHOENFELD ASSET MANAGEMENT LP | $283M | Q4 2025 | 2/13/2026 | 44 |
| 5995 | Stelac Advisory Services LLC | $283M | Q4 2025 | 2/12/2026 | 113 |
| 5996 | ARGENT TRUST COMPANY, N.A. | $283M | Q2 2014 | 8/8/2014 | 168 |
| 5997 | Sawyer & Company, Inc | $283M | Q4 2025 | 2/2/2026 | 206 |
| 5998 | SITTNER & NELSON, LLC | $283M | Q4 2025 | 2/11/2026 | 531 |
| 5999 | RJA Asset Management LLC | $283M | Q4 2025 | 1/28/2026 | 3 |
| 6000 | Synergy Investment Management, LLC | $283M | Q4 2025 | 2/6/2026 | 130 |