Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6001 | FIDELIS iM, LLC | $293M | Q2 2026 | 7/22/2026 | 27 |
| 6002 | Consilium Wealth Advisory, LLC | $293M | Q1 2026 | 4/20/2026 | 102 |
| 6003 | Colorado Capital Management, Inc. | $293M | Q2 2026 | 7/8/2026 | 101 |
| 6004 | Stonehearth Capital Management, LLC | $293M | Q2 2026 | 7/7/2026 | 94 |
| 6005 | FIRETRAIL INVESTMENTS PTY LTD | $293M | Q1 2026 | 5/4/2026 | 28 |
| 6006 | TIGER VEDA MANAGEMENT LLC | $293M | Q1 2014 | 5/15/2014 | 18 |
| 6007 | Bay Rivers Group | $293M | Q2 2026 | 7/9/2026 | 126 |
| 6008 | Eagle Capital Management, LLC | $293M | Q2 2026 | 7/13/2026 | 50 |
| 6009 | HHG & Company, LLC | $293M | Q1 2014 | 4/29/2014 | 172 |
| 6010 | Nixon Capital, LLC | $293M | Q1 2026 | 5/14/2026 | 22 |
| 6011 | Archer Investment Management, LLC | $293M | Q2 2026 | 7/7/2026 | 110 |
| 6012 | CURIO WEALTH, LLC | $293M | Q1 2026 | 5/11/2026 | 1,256 |
| 6013 | SALZHAUER MICHAEL | $292M | Q2 2026 | 7/20/2026 | 89 |
| 6014 | Shore Point Advisors, LLC | $292M | Q2 2026 | 7/14/2026 | 77 |
| 6015 | BAROMETER CAPITAL MANAGEMENT INC. | $292M | Q1 2026 | 5/12/2026 | 114 |
| 6016 | PENNINGTON PARTNERS & CO., LLC | $292M | Q1 2026 | 5/14/2026 | 114 |
| 6017 | Nicollet Investment Management, Inc. | $292M | Q1 2026 | 5/13/2026 | 76 |
| 6018 | Francisco Partners Management, LP | $292M | Q1 2026 | 5/15/2026 | 3 |
| 6019 | LCC Family Corp. | $292M | Q1 2026 | 5/14/2026 | 1 |
| 6020 | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | $292M | Q1 2026 | 5/15/2026 | 5 |
| 6021 | Trellis Wealth Advisors LLC | $291M | Q2 2026 | 7/15/2026 | 49 |
| 6022 | Chautauqua Capital Management | $291M | Q2 2014 | 8/1/2014 | 27 |
| 6023 | Denver PWM, LLC | $291M | Q1 2026 | 5/12/2026 | 87 |
| 6024 | DENVER WEALTH MANAGEMENT, INC. | $291M | Q1 2026 | 4/27/2026 | 100 |
| 6025 | Evelyn Partners Investment Management (Europe) Ltd | $291M | Q1 2026 | 5/15/2026 | 187 |
| 6026 | BARRETT & COMPANY, INC. | $291M | Q1 2026 | 5/4/2026 | 651 |
| 6027 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $291M | Q2 2026 | 7/20/2026 | 16 |
| 6028 | ARCH CAPITAL GROUP LTD. | $290M | Q1 2026 | 5/5/2026 | 4 |
| 6029 | ODonnell Financial Services, LLC | $290M | Q1 2026 | 5/7/2026 | 64 |
| 6030 | Veritas Investment Management LLP | $290M | Q2 2014 | 8/11/2014 | 74 |
| 6031 | Orion Capital Management LLC | $290M | Q1 2026 | 5/14/2026 | 489 |
| 6032 | Fairfield Financial Advisors, LTD | $290M | Q1 2026 | 4/27/2026 | 74 |
| 6033 | NerdWallet Wealth Partners, LLC | $290M | Q2 2026 | 7/7/2026 | 69 |
| 6034 | SAXON INTERESTS, INC. | $290M | Q1 2026 | 4/29/2026 | 224 |
| 6035 | Powell Investment Advisors, LLC | $290M | Q1 2026 | 4/23/2026 | 174 |
| 6036 | Glass Jacobson Investment Advisors llc | $290M | Q1 2026 | 4/23/2026 | 607 |
| 6037 | VIEWPOINT INVESTMENT PARTNERS CORP | $290M | Q2 2026 | 7/15/2026 | 127 |
| 6038 | Cable Car Capital, LP | $289M | Q1 2026 | 5/15/2026 | 128 |
| 6039 | Blue Water Asset Management | $289M | Q1 2026 | 5/5/2026 | 103 |
| 6040 | LeClair Wealth Partners LLC | $289M | Q1 2026 | 5/5/2026 | 103 |
| 6041 | Windward Private Wealth Management Inc. | $289M | Q1 2026 | 5/6/2026 | 44 |
| 6042 | PineBridge Investments Asia Ltd | $289M | Q1 2026 | 5/14/2026 | 7 |
| 6043 | Costello Asset Management, INC | $289M | Q1 2026 | 4/30/2026 | 685 |
| 6044 | FCG Investment Co | $289M | Q2 2026 | 7/13/2026 | 118 |
| 6045 | SPECTRUM ADVISORY SERVICES INC | $289M | Q2 2014 | 8/4/2014 | 170 |
| 6046 | Towerpoint Wealth, LLC | $289M | Q2 2026 | 7/9/2026 | 115 |
| 6047 | Goodlander Investment Management, LLC | $289M | Q1 2026 | 5/15/2026 | 12 |
| 6048 | FIRST FINANCIAL CORP /IN/ | $289M | Q2 2026 | 7/7/2026 | 295 |
| 6049 | Autus Asset Management, LLC | $289M | Q2 2014 | 8/1/2014 | 120 |
| 6050 | Plum Street Advisors, LLC | $289M | Q1 2026 | 5/14/2026 | 98 |
| 6051 | STABLEFORD CAPITAL II LLC | $289M | Q2 2026 | 7/6/2026 | 147 |
| 6052 | Evanston Investments, Inc., dba Evanston Advisors | $289M | Q2 2014 | 7/25/2014 | 61 |
| 6053 | Lumbard & Kellner, LLC | $289M | Q1 2026 | 5/15/2026 | 99 |
| 6054 | CRUX WEALTH ADVISORS | $289M | Q2 2026 | 7/21/2026 | 192 |
| 6055 | NEW ENGLAND SECURITIES CORP /MA/ | $288M | Q2 2014 | 8/4/2014 | 1,767 |
| 6056 | Whetstone Capital Advisors, LLC | $288M | Q1 2026 | 5/15/2026 | 56 |
| 6057 | Equinox Fund Management LLC | $288M | Q4 2013 | 3/7/2014 | 4 |
| 6058 | American Research & Management Co. | $288M | Q2 2014 | 7/15/2014 | 390 |
| 6059 | WRAPMANAGER INC | $288M | Q1 2026 | 5/11/2026 | 135 |
| 6060 | Alliance Private Wealth, LLC | $288M | Q2 2026 | 7/9/2026 | 82 |
| 6061 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $288M | Q2 2026 | 7/22/2026 | 195 |
| 6062 | Financial Connections Group, Inc. | $288M | Q1 2026 | 5/1/2026 | 251 |
| 6063 | Owen LaRue, LLC | $288M | Q2 2026 | 7/22/2026 | 141 |
| 6064 | Marnell Management LLC | $288M | Q1 2026 | 5/14/2026 | 72 |
| 6065 | Horizon Investment Services, LLC | $288M | Q1 2026 | 5/15/2026 | 137 |
| 6066 | PSquared Asset Management AG | $287M | Q1 2026 | 5/14/2026 | 15 |
| 6067 | Murphy Pohlad Asset Management LLC | $287M | Q2 2026 | 7/21/2026 | 135 |
| 6068 | Extract Advisors LLC | $287M | Q1 2026 | 5/15/2026 | 32 |
| 6069 | GoodHaven Capital Management, LLC | $287M | Q1 2026 | 5/12/2026 | 26 |
| 6070 | Red Spruce Capital, LLC | $287M | Q2 2026 | 7/7/2026 | 94 |
| 6071 | Shira Ridge Wealth Management | $287M | Q2 2026 | 7/9/2026 | 83 |
| 6072 | AVAII WEALTH MANAGEMENT, LLC | $287M | Q1 2026 | 4/21/2026 | 158 |
| 6073 | AAFMAA Wealth Management & Trust LLC | $286M | Q2 2026 | 7/8/2026 | 95 |
| 6074 | Mayfair Advisory Group, LLC | $286M | Q1 2026 | 4/21/2026 | 175 |
| 6075 | Investment Research & Advisory Group, Inc. | $286M | Q1 2026 | 4/20/2026 | 280 |
| 6076 | DAVIS CAPITAL PARTNERS, LLC | $286M | Q1 2014 | 5/15/2014 | 21 |
| 6077 | Valence8 US LP | $286M | Q1 2026 | 5/15/2026 | 14 |
| 6078 | PENNEY FINANCIAL, LLC | $286M | Q2 2026 | 7/22/2026 | 53 |
| 6079 | Argentarii, LLC | $286M | Q1 2026 | 5/12/2026 | 198 |
| 6080 | Muzinich & Co., Inc. | $286M | Q1 2026 | 4/23/2026 | 38 |
| 6081 | 44 WEALTH MANAGEMENT LLC | $286M | Q1 2026 | 5/15/2026 | 183 |
| 6082 | HS Management Partners, LLC | $286M | Q1 2026 | 4/27/2026 | 24 |
| 6083 | Sinvest Investments II Ltd. | $286M | Q1 2026 | 4/23/2026 | 1 |
| 6084 | Leisure Capital Management | $286M | Q1 2026 | 5/8/2026 | 154 |
| 6085 | Owls Nest Partners IA, LLC | $286M | Q1 2026 | 5/14/2026 | 13 |
| 6086 | BLUESTEM FINANCIAL ADVISORS, LLC | $286M | Q2 2026 | 7/22/2026 | 34 |
| 6087 | Lewis Asset Management, LLC | $285M | Q2 2026 | 7/21/2026 | 219 |
| 6088 | West Family Investments, Inc. | $285M | Q1 2026 | 5/7/2026 | 259 |
| 6089 | LEVY HARKINS & CO INC/ | $285M | Q2 2014 | 7/28/2014 | 21 |
| 6090 | Legal Advantage Investments, Inc. | $285M | Q2 2026 | 7/15/2026 | 77 |
| 6091 | Vantage Point Financial LLC | $285M | Q1 2026 | 5/1/2026 | 176 |
| 6092 | Midwest Financial Group LLC | $285M | Q2 2026 | 7/21/2026 | 136 |
| 6093 | Westshore Wealth, LLC | $285M | Q1 2026 | 5/27/2026 | 102 |
| 6094 | Choice Wealth Advisors LLC | $285M | Q2 2026 | 7/9/2026 | 35 |
| 6095 | THEORY FINANCIAL LLC | $285M | Q1 2026 | 5/5/2026 | 94 |
| 6096 | BENNETT SELBY INVESTMENTS LP | $285M | Q1 2026 | 4/21/2026 | 81 |
| 6097 | Providence First Trust Co | $284M | Q1 2026 | 5/4/2026 | 179 |
| 6098 | Future Fund LLC | $284M | Q1 2026 | 5/6/2026 | 127 |
| 6099 | Advantage Trust Co | $284M | Q2 2026 | 7/17/2026 | 197 |
| 6100 | Axiom Financial Strategies, LLC | $284M | Q1 2026 | 4/21/2026 | 32 |
| 6101 | MMA ASSET MANAGEMENT LLC | $284M | Q1 2026 | 4/8/2026 | 179 |
| 6102 | Mach-1 Financial Group, LLC | $284M | Q1 2026 | 5/13/2026 | 161 |
| 6103 | CUMBERLAND ADVISORS INC | $284M | Q2 2026 | 7/21/2026 | 49 |
| 6104 | WEALTHSPAN PARTNERS, LLC | $284M | Q1 2026 | 4/8/2026 | 123 |
| 6105 | William Mack & Associates, Inc. | $284M | Q2 2026 | 7/10/2026 | 108 |
| 6106 | Chaney Capital Management, Inc. | $284M | Q1 2026 | 5/11/2026 | 41 |
| 6107 | Powers Advisory Group, LLC | $284M | Q1 2026 | 4/21/2026 | 125 |
| 6108 | Bank OZK | $283M | Q1 2026 | 5/13/2026 | 149 |
| 6109 | Davis Investment Partners, LLC | $283M | Q1 2026 | 4/20/2026 | 167 |
| 6110 | Urban Financial Advisory Corp | $283M | Q1 2026 | 5/8/2026 | 57 |
| 6111 | THOMAS STORY & SON LLC | $283M | Q2 2026 | 7/22/2026 | 53 |
| 6112 | TAGStone Capital, Inc. | $283M | Q1 2026 | 5/11/2026 | 137 |
| 6113 | ARGENT TRUST COMPANY, N.A. | $283M | Q2 2014 | 8/8/2014 | 168 |
| 6114 | O'Connor Financial Group LLC | $283M | Q2 2026 | 7/17/2026 | 69 |
| 6115 | HENDLEY & CO INC | $283M | Q2 2026 | 7/14/2026 | 47 |
| 6116 | Delaney Dennis R | $282M | Q1 2026 | 5/14/2026 | 70 |
| 6117 | WEALTH EFFECTS LLC | $282M | Q1 2026 | 4/21/2026 | 237 |
| 6118 | Selby Wealth Management, LLC | $282M | Q2 2026 | 7/9/2026 | 83 |
| 6119 | Samalin Investment Counsel, LLC | $282M | Q1 2026 | 4/22/2026 | 319 |
| 6120 | INCA Investments LLC | $282M | Q1 2026 | 4/30/2026 | 10 |
| 6121 | 3G Capital Partners LP | $282M | Q1 2026 | 5/15/2026 | 10 |
| 6122 | Amiya Capital LLP | $282M | Q1 2014 | 5/15/2014 | 20 |
| 6123 | McNaughton Wealth Management, LLC | $282M | Q2 2026 | 7/7/2026 | 75 |
| 6124 | CLOVIS CAPITAL MANAGEMENT LP | $282M | Q1 2014 | 5/12/2014 | 20 |
| 6125 | Monte Financial Group, LLC | $282M | Q1 2026 | 5/14/2026 | 100 |
| 6126 | Southpaw Asset Management LP | $282M | Q1 2014 | 5/27/2014 | 11 |
| 6127 | Tiller Private Wealth, Inc. | $281M | Q1 2026 | 4/22/2026 | 66 |
| 6128 | Bluesphere Advisors LLC | $281M | Q1 2026 | 4/22/2026 | 121 |
| 6129 | SOUTHERN MICHIGAN BANK & TRUST | $281M | Q2 2026 | 7/21/2026 | 422 |
| 6130 | Remedium Capital Partners, LLC | $281M | Q1 2026 | 5/19/2026 | 6 |
| 6131 | Iyo Bank, Ltd. | $281M | Q1 2026 | 5/12/2026 | 35 |
| 6132 | INVESTMENT PARTNERS, LTD. | $281M | Q1 2026 | 5/5/2026 | 152 |
| 6133 | Northern Right Capital Management, L.P. | $281M | Q1 2026 | 5/15/2026 | 25 |
| 6134 | SoundView Advisors Inc. | $281M | Q1 2026 | 5/1/2026 | 31 |
| 6135 | Consector Capital, LP | $281M | Q1 2014 | 5/14/2014 | 30 |
| 6136 | Freedom Financial Partners LLC | $281M | Q1 2026 | 4/16/2026 | 88 |
| 6137 | venBio Partners LLC | $281M | Q1 2026 | 5/15/2026 | 6 |
| 6138 | Reliant Investment Management, LLC | $281M | Q2 2026 | 7/15/2026 | 55 |
| 6139 | Borer Denton & Associates, Inc. | $280M | Q1 2026 | 5/12/2026 | 66 |
| 6140 | Panoramic Hills Capital Ltd | $280M | Q1 2026 | 5/15/2026 | 2 |
| 6141 | One Fin Capital Management LP | $280M | Q1 2026 | 5/15/2026 | 20 |
| 6142 | Fluent Financial, LLC | $280M | Q2 2026 | 7/9/2026 | 57 |
| 6143 | ACORN CREEK CAPITAL LLC | $280M | Q1 2026 | 5/12/2026 | 84 |
| 6144 | BOSTON PROVIDENT, L.P. | $280M | Q1 2014 | 5/15/2014 | 37 |
| 6145 | HALL CAPITAL MANAGEMENT CO INC | $280M | Q1 2026 | 5/11/2026 | 107 |
| 6146 | Pivotal bioVenture Partners Investment Advisor LLC | $280M | Q1 2026 | 5/14/2026 | 13 |
| 6147 | Joseph P. Lucia & Associates, LLC | $280M | Q1 2026 | 5/14/2026 | 169 |
| 6148 | Hillcrest Wealth Advisors - NY, LLC | $279M | Q2 2026 | 7/21/2026 | 56 |
| 6149 | BALANCED WEALTH GROUP LLC | $279M | Q1 2026 | 4/23/2026 | 73 |
| 6150 | Ketron Financial | $279M | Q1 2026 | 4/21/2026 | 55 |
| 6151 | NCM Capital Management, LLC | $279M | Q1 2026 | 5/15/2026 | 185 |
| 6152 | COMPASS CAPITAL CORP /MA/ /ADV | $279M | Q1 2026 | 5/8/2026 | 202 |
| 6153 | Colonial River Investments, LLC | $279M | Q1 2026 | 4/27/2026 | 229 |
| 6154 | Clarus Group, Inc. | $279M | Q1 2026 | 4/21/2026 | 113 |
| 6155 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $279M | Q1 2026 | 4/16/2026 | 80 |
| 6156 | New Insight Wealth Advisors | $279M | Q1 2026 | 5/7/2026 | 107 |
| 6157 | SOF Ltd | $279M | Q1 2026 | 5/15/2026 | 1 |
| 6158 | YANKCOM Partnership | $279M | Q2 2026 | 7/21/2026 | 308 |
| 6159 | CAMPBELL CAPITAL MANAGEMENT INC | $279M | Q2 2026 | 7/21/2026 | 37 |
| 6160 | Leonard Capital Management, Inc. | $279M | Q1 2014 | 5/15/2014 | 138 |
| 6161 | Centennial Bank/AR/ | $279M | Q1 2026 | 5/6/2026 | 323 |
| 6162 | SUMMIT CAPITAL MANAGEMENT LLC | $279M | Q2 2014 | 8/8/2014 | 55 |
| 6163 | Checkpoint Capital L.P. | $279M | Q1 2026 | 5/15/2026 | 8 |
| 6164 | Cresta Advisors, Ltd. | $279M | Q2 2026 | 7/22/2026 | 54 |
| 6165 | Disciplined Investments, LLC | $279M | Q1 2026 | 5/12/2026 | 141 |
| 6166 | EXCALIBUR MANAGEMENT CORP | $278M | Q1 2026 | 5/5/2026 | 160 |
| 6167 | USCA RIA LLC | $278M | Q1 2014 | 5/12/2014 | 270 |
| 6168 | YARGER WEALTH STRATEGIES, LLC | $278M | Q2 2026 | 7/14/2026 | 136 |
| 6169 | Malaga Cove Capital, LLC | $278M | Q1 2026 | 5/7/2026 | 192 |
| 6170 | Arcus Capital Partners, LLC | $278M | Q1 2026 | 5/6/2026 | 121 |
| 6171 | SHAKER INVESTMENTS LLC/OH | $278M | Q2 2026 | 7/15/2026 | 87 |
| 6172 | Quad-Cities Investment Group, LLC | $278M | Q2 2026 | 7/7/2026 | 209 |
| 6173 | FNY Investment Advisers, LLC | $278M | Q2 2026 | 7/8/2026 | 982 |
| 6174 | Longhorn Capital Partners, L.P. | $278M | Q1 2014 | 5/15/2014 | 11 |
| 6175 | SFG Wealth Management, LLC. | $278M | Q2 2026 | 7/22/2026 | 113 |
| 6176 | Kanen Wealth Management LLC | $278M | Q1 2026 | 5/15/2026 | 36 |
| 6177 | Rede Wealth, LLC | $278M | Q1 2026 | 4/10/2026 | 108 |
| 6178 | Overlook Investments LP | $278M | Q4 2025 | 2/26/2026 | 1 |
| 6179 | MAD RIVER INVESTORS | $278M | Q1 2026 | 4/23/2026 | 32 |
| 6180 | Brown Advisory Securities, LLC | $278M | Q2 2014 | 8/8/2014 | 316 |
| 6181 | RBA Wealth Management, LLC | $278M | Q1 2026 | 4/22/2026 | 92 |
| 6182 | Cordant, Inc. | $278M | Q2 2026 | 7/14/2026 | 353 |
| 6183 | Onyx Financial Advisors, LLC | $278M | Q2 2026 | 7/17/2026 | 18 |
| 6184 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $278M | Q2 2026 | 7/13/2026 | 6 |
| 6185 | Armor Investment Advisors, LLC | $278M | Q1 2026 | 4/29/2026 | 160 |
| 6186 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | $277M | Q2 2014 | 8/5/2014 | 123 |
| 6187 | Buska Wealth Management, LLC | $277M | Q2 2026 | 7/10/2026 | 81 |
| 6188 | BERKSHIRE CAPITAL HOLDINGS INC | $277M | Q1 2026 | 5/12/2026 | 114 |
| 6189 | Eley Financial Management, Inc | $277M | Q1 2026 | 5/19/2026 | 69 |
| 6190 | Carmel Capital Partners, LLC | $277M | Q1 2026 | 4/30/2026 | 118 |
| 6191 | Resurgent Financial Advisors LLC | $277M | Q1 2026 | 5/12/2026 | 260 |
| 6192 | 1 NORTH WEALTH SERVICES LLC | $277M | Q1 2026 | 5/4/2026 | 270 |
| 6193 | TOUNJIAN ADVISORY PARTNERS, LLC | $277M | Q1 2026 | 4/10/2026 | 150 |
| 6194 | ZESIGER CAPITAL GROUP LLC | $277M | Q2 2014 | 8/7/2014 | 22 |
| 6195 | Altus Wealth Group LLC | $277M | Q2 2026 | 7/17/2026 | 155 |
| 6196 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $277M | Q1 2026 | 5/6/2026 | 187 |
| 6197 | Ranch Capital Advisors Inc. | $277M | Q1 2026 | 5/6/2026 | 154 |
| 6198 | Exane Asset Management | $277M | Q2 2026 | 7/17/2026 | 28 |
| 6199 | ICW Investment Advisors LLC | $277M | Q1 2026 | 5/11/2026 | 147 |
| 6200 | CONCORD ASSET MANAGEMENT LLC | $277M | Q2 2014 | 7/31/2014 | 57 |