Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6001 | Brick & Kyle, Associates | $282M | Q4 2025 | 2/13/2026 | 60 |
| 6002 | ACCESS FINANCIAL SERVICES, INC. | $282M | Q1 2026 | 4/15/2026 | 95 |
| 6003 | First Citizens Asset Management, Inc. | $282M | Q1 2026 | 4/17/2026 | 28 |
| 6004 | Carlson Capital, L.P. | $282M | Q4 2025 | 2/3/2026 | 70 |
| 6005 | Samalin Investment Counsel, LLC | $282M | Q1 2026 | 4/22/2026 | 319 |
| 6006 | Defender Capital, LLC. | $282M | Q1 2026 | 4/13/2026 | 34 |
| 6007 | INCA Investments LLC | $282M | Q1 2026 | 4/30/2026 | 10 |
| 6008 | 3G Capital Partners LP | $282M | Q1 2026 | 5/15/2026 | 10 |
| 6009 | Amiya Capital LLP | $282M | Q1 2014 | 5/15/2014 | 20 |
| 6010 | CLOVIS CAPITAL MANAGEMENT LP | $282M | Q1 2014 | 5/12/2014 | 20 |
| 6011 | Monte Financial Group, LLC | $282M | Q1 2026 | 5/14/2026 | 100 |
| 6012 | Southpaw Asset Management LP | $282M | Q1 2014 | 5/27/2014 | 11 |
| 6013 | Financial Symmetry Inc | $281M | Q1 2026 | 5/11/2026 | 63 |
| 6014 | Tiller Private Wealth, Inc. | $281M | Q1 2026 | 4/22/2026 | 66 |
| 6015 | Bluesphere Advisors LLC | $281M | Q1 2026 | 4/22/2026 | 121 |
| 6016 | Biltmore Wealth Management, LLC | $281M | Q1 2026 | 4/21/2026 | 60 |
| 6017 | Remedium Capital Partners, LLC | $281M | Q1 2026 | 5/19/2026 | 6 |
| 6018 | Iyo Bank, Ltd. | $281M | Q1 2026 | 5/12/2026 | 35 |
| 6019 | INVESTMENT PARTNERS, LTD. | $281M | Q1 2026 | 5/5/2026 | 152 |
| 6020 | Northern Right Capital Management, L.P. | $281M | Q1 2026 | 5/15/2026 | 25 |
| 6021 | SoundView Advisors Inc. | $281M | Q1 2026 | 5/1/2026 | 31 |
| 6022 | Consector Capital, LP | $281M | Q1 2014 | 5/14/2014 | 30 |
| 6023 | Freedom Financial Partners LLC | $281M | Q1 2026 | 4/16/2026 | 88 |
| 6024 | Owl Creek Wealth Partners LLC | $281M | Q1 2026 | 5/13/2026 | 1,239 |
| 6025 | venBio Partners LLC | $281M | Q1 2026 | 5/15/2026 | 6 |
| 6026 | Borer Denton & Associates, Inc. | $280M | Q1 2026 | 5/12/2026 | 66 |
| 6027 | Panoramic Hills Capital Ltd | $280M | Q1 2026 | 5/15/2026 | 2 |
| 6028 | One Fin Capital Management LP | $280M | Q1 2026 | 5/15/2026 | 20 |
| 6029 | ACORN CREEK CAPITAL LLC | $280M | Q1 2026 | 5/12/2026 | 84 |
| 6030 | Veracity Capital LLC | $280M | Q1 2026 | 4/9/2026 | 201 |
| 6031 | BOSTON PROVIDENT, L.P. | $280M | Q1 2014 | 5/15/2014 | 37 |
| 6032 | HALL CAPITAL MANAGEMENT CO INC | $280M | Q1 2026 | 5/11/2026 | 107 |
| 6033 | Pivotal bioVenture Partners Investment Advisor LLC | $280M | Q1 2026 | 5/14/2026 | 13 |
| 6034 | Joseph P. Lucia & Associates, LLC | $280M | Q1 2026 | 5/14/2026 | 169 |
| 6035 | BALANCED WEALTH GROUP LLC | $279M | Q1 2026 | 4/23/2026 | 73 |
| 6036 | Ketron Financial | $279M | Q1 2026 | 4/21/2026 | 55 |
| 6037 | NCM Capital Management, LLC | $279M | Q1 2026 | 5/15/2026 | 185 |
| 6038 | COMPASS CAPITAL CORP /MA/ /ADV | $279M | Q1 2026 | 5/8/2026 | 202 |
| 6039 | Colonial River Investments, LLC | $279M | Q1 2026 | 4/27/2026 | 229 |
| 6040 | ELEVATION WEALTH PARTNERS, LLC | $279M | Q1 2026 | 4/14/2026 | 1,076 |
| 6041 | Murphy Pohlad Asset Management LLC | $279M | Q1 2026 | 4/14/2026 | 134 |
| 6042 | Clarus Group, Inc. | $279M | Q1 2026 | 4/21/2026 | 113 |
| 6043 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $279M | Q1 2026 | 4/16/2026 | 80 |
| 6044 | New Insight Wealth Advisors | $279M | Q1 2026 | 5/7/2026 | 107 |
| 6045 | David Kennon Inc | $279M | Q1 2026 | 4/28/2026 | 41 |
| 6046 | SOF Ltd | $279M | Q1 2026 | 5/15/2026 | 1 |
| 6047 | Leonard Capital Management, Inc. | $279M | Q1 2014 | 5/15/2014 | 138 |
| 6048 | Centennial Bank/AR/ | $279M | Q1 2026 | 5/6/2026 | 323 |
| 6049 | SUMMIT CAPITAL MANAGEMENT LLC | $279M | Q2 2014 | 8/8/2014 | 55 |
| 6050 | Checkpoint Capital L.P. | $279M | Q1 2026 | 5/15/2026 | 8 |
| 6051 | Disciplined Investments, LLC | $279M | Q1 2026 | 5/12/2026 | 141 |
| 6052 | EXCALIBUR MANAGEMENT CORP | $278M | Q1 2026 | 5/5/2026 | 160 |
| 6053 | ShoreHaven Wealth Partners, LLC | $278M | Q1 2026 | 5/13/2026 | 103 |
| 6054 | Quantum Financial Planning Services, Inc. | $278M | Q1 2026 | 4/14/2026 | 53 |
| 6055 | USCA RIA LLC | $278M | Q1 2014 | 5/12/2014 | 270 |
| 6056 | Alliance Private Wealth, LLC | $278M | Q1 2026 | 5/13/2026 | 80 |
| 6057 | Malaga Cove Capital, LLC | $278M | Q1 2026 | 5/7/2026 | 192 |
| 6058 | Arcus Capital Partners, LLC | $278M | Q1 2026 | 5/6/2026 | 121 |
| 6059 | Longhorn Capital Partners, L.P. | $278M | Q1 2014 | 5/15/2014 | 11 |
| 6060 | Kanen Wealth Management LLC | $278M | Q1 2026 | 5/15/2026 | 36 |
| 6061 | Rede Wealth, LLC | $278M | Q1 2026 | 4/10/2026 | 108 |
| 6062 | Overlook Investments LP | $278M | Q4 2025 | 2/26/2026 | 1 |
| 6063 | Centerline Wealth Advisors, LLC | $278M | Q1 2026 | 4/14/2026 | 73 |
| 6064 | MAD RIVER INVESTORS | $278M | Q1 2026 | 4/23/2026 | 32 |
| 6065 | Brown Advisory Securities, LLC | $278M | Q2 2014 | 8/8/2014 | 316 |
| 6066 | RBA Wealth Management, LLC | $278M | Q1 2026 | 4/22/2026 | 92 |
| 6067 | Armor Investment Advisors, LLC | $278M | Q1 2026 | 4/29/2026 | 160 |
| 6068 | SEAVIEW INVESTMENT MANAGERS LLC | $277M | Q1 2026 | 5/14/2026 | 73 |
| 6069 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | $277M | Q2 2014 | 8/5/2014 | 123 |
| 6070 | BERKSHIRE CAPITAL HOLDINGS INC | $277M | Q1 2026 | 5/12/2026 | 114 |
| 6071 | Eley Financial Management, Inc | $277M | Q1 2026 | 5/19/2026 | 69 |
| 6072 | Carmel Capital Partners, LLC | $277M | Q1 2026 | 4/30/2026 | 118 |
| 6073 | Henry James International Management Inc. | $277M | Q1 2026 | 4/10/2026 | 94 |
| 6074 | Resurgent Financial Advisors LLC | $277M | Q1 2026 | 5/12/2026 | 260 |
| 6075 | 1 NORTH WEALTH SERVICES LLC | $277M | Q1 2026 | 5/4/2026 | 270 |
| 6076 | TOUNJIAN ADVISORY PARTNERS, LLC | $277M | Q1 2026 | 4/10/2026 | 150 |
| 6077 | ZESIGER CAPITAL GROUP LLC | $277M | Q2 2014 | 8/7/2014 | 22 |
| 6078 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $277M | Q1 2026 | 5/6/2026 | 187 |
| 6079 | Ranch Capital Advisors Inc. | $277M | Q1 2026 | 5/6/2026 | 154 |
| 6080 | ICW Investment Advisors LLC | $277M | Q1 2026 | 5/11/2026 | 147 |
| 6081 | CONCORD ASSET MANAGEMENT LLC | $277M | Q2 2014 | 7/31/2014 | 57 |
| 6082 | Independence Asset Advisors, LLC | $277M | Q1 2026 | 4/22/2026 | 24 |
| 6083 | JASINKIEWICZ CAPITAL MANAGEMENT, LP | $277M | Q1 2014 | 5/15/2014 | 62 |
| 6084 | Tanglewood Legacy Advisors, LLC | $276M | Q1 2026 | 4/27/2026 | 269 |
| 6085 | Five Oceans Advisors | $276M | Q1 2026 | 4/7/2026 | 193 |
| 6086 | Envision Financial Planning, LLC | $276M | Q1 2026 | 5/15/2026 | 51 |
| 6087 | Alta Advisers Ltd | $276M | Q1 2026 | 5/7/2026 | 206 |
| 6088 | Arcadia Wealth Management, LLC | $276M | Q1 2026 | 4/27/2026 | 67 |
| 6089 | LS Power Partners, L.P. | $276M | Q1 2014 | 5/15/2014 | 1 |
| 6090 | Metavasi Capital LP | $276M | Q1 2026 | 5/15/2026 | 21 |
| 6091 | RiverPark Advisors, LLC | $276M | Q1 2026 | 5/14/2026 | 152 |
| 6092 | FLAGSTAR ADVISORS INC | $276M | Q1 2026 | 5/12/2026 | 174 |
| 6093 | Family Capital Trust Co | $276M | Q1 2026 | 4/29/2026 | 89 |
| 6094 | ADAPT WEALTH ADVISORS, LLC | $276M | Q1 2026 | 5/11/2026 | 106 |
| 6095 | NORTHROAD CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/2/2014 | 54 |
| 6096 | Lakeshore Financial Planning, Inc. | $276M | Q1 2026 | 5/7/2026 | 85 |
| 6097 | SIGNIA CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/5/2014 | 78 |
| 6098 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $276M | Q1 2026 | 5/15/2026 | 29 |
| 6099 | Arohi Asset Management PTE Ltd. | $275M | Q1 2026 | 5/15/2026 | 7 |
| 6100 | Victrix Investment Advisors | $275M | Q1 2026 | 4/9/2026 | 107 |
| 6101 | Ted Buchan & Co | $275M | Q1 2026 | 5/14/2026 | 88 |
| 6102 | Heathbridge Capital Management Ltd. | $275M | Q1 2026 | 5/14/2026 | 29 |
| 6103 | Highview Capital Management LLC/DE/ | $275M | Q1 2026 | 5/8/2026 | 101 |
| 6104 | Renesas Electronics America Inc. | $275M | Q1 2026 | 5/6/2026 | 1 |
| 6105 | Praetorian PR LLC | $275M | Q1 2026 | 5/15/2026 | 13 |
| 6106 | Allred Capital Management, LLC | $275M | Q1 2026 | 5/13/2026 | 155 |
| 6107 | HIGH POINTE CAPITAL MANAGEMENT LLC | $275M | Q2 2014 | 7/25/2014 | 157 |
| 6108 | 325 CAPITAL LLC | $274M | Q1 2026 | 5/15/2026 | 12 |
| 6109 | Maestria Partners LLC | $274M | Q1 2026 | 4/16/2026 | 13 |
| 6110 | Friedberg Investment Management | $274M | Q2 2014 | 8/11/2014 | 100 |
| 6111 | Jessup Wealth Management, Inc | $274M | Q1 2026 | 5/15/2026 | 78 |
| 6112 | Odyssean, LLC | $274M | Q1 2026 | 5/15/2026 | 418 |
| 6113 | BKM Wealth Management, LLC | $274M | Q1 2026 | 4/22/2026 | 148 |
| 6114 | Mathes Company, Inc. | $274M | Q1 2026 | 5/8/2026 | 126 |
| 6115 | Highland Management Partners VII, LLC | $274M | Q1 2014 | 5/13/2014 | 4 |
| 6116 | SHRIER WEALTH MANAGEMENT, LLC | $274M | Q1 2026 | 4/14/2026 | 131 |
| 6117 | SITTNER & NELSON, LLC | $274M | Q1 2026 | 5/11/2026 | 569 |
| 6118 | Aventura Private Wealth, LLC | $273M | Q1 2026 | 5/5/2026 | 904 |
| 6119 | Hall Kathryn A. | $273M | Q1 2014 | 5/13/2014 | 9 |
| 6120 | One River Asset Management, LLC | $273M | Q1 2026 | 4/27/2026 | 255 |
| 6121 | Fluent Financial, LLC | $273M | Q1 2026 | 4/15/2026 | 43 |
| 6122 | Hugh Johnson Advisors LLC | $273M | Q2 2014 | 8/5/2014 | 89 |
| 6123 | BONNESS ENTERPRISES INC | $273M | Q1 2026 | 4/27/2026 | 39 |
| 6124 | Burns Matteson Capital Management, LLC | $273M | Q1 2026 | 5/15/2026 | 190 |
| 6125 | Squadron Capital Management LLC | $273M | Q1 2026 | 5/15/2026 | 37 |
| 6126 | SB Capital Management Inc | $273M | Q4 2025 | 2/20/2026 | 93 |
| 6127 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | $273M | Q2 2014 | 8/7/2014 | 36 |
| 6128 | FIRETHORN WEALTH PARTNERS, LLC | $273M | Q1 2026 | 4/9/2026 | 190 |
| 6129 | LOUNTZIS ASSET MANAGEMENT, LLC | $273M | Q1 2026 | 5/7/2026 | 52 |
| 6130 | RICHARDS, MERRILL & PETERSON, INC. | $273M | Q1 2026 | 4/17/2026 | 283 |
| 6131 | Blackhawk Capital Partners, LLC | $273M | Q1 2026 | 5/5/2026 | 141 |
| 6132 | Spinecap SAS | $272M | Q1 2026 | 5/15/2026 | 15 |
| 6133 | Trinity Wealth Management, LLC | $272M | Q1 2026 | 4/17/2026 | 72 |
| 6134 | Stonebridge Financial Planning Group, LLC | $272M | Q1 2026 | 5/8/2026 | 171 |
| 6135 | Autumn Glory Partners, LLC | $272M | Q1 2026 | 5/4/2026 | 204 |
| 6136 | CYRUS CAPITAL PARTNERS, L.P. | $272M | Q4 2025 | 2/17/2026 | 5 |
| 6137 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $272M | Q1 2026 | 5/8/2026 | 141 |
| 6138 | Cutter & CO Brokerage, Inc. | $272M | Q2 2014 | 7/31/2014 | 245 |
| 6139 | SIMS INVESTMENT MANAGEMENT, LLC | $272M | Q1 2026 | 4/21/2026 | 35 |
| 6140 | BOURNE LENT ASSET MANAGEMENT INC | $272M | Q1 2026 | 4/17/2026 | 63 |
| 6141 | SWAN Capital LLC | $272M | Q1 2026 | 5/14/2026 | 554 |
| 6142 | SELDON CAPITAL LP | $272M | Q1 2026 | 5/15/2026 | 65 |
| 6143 | Franchise GP Ltd | $272M | Q1 2026 | 4/15/2026 | 36 |
| 6144 | RJA Asset Management LLC | $272M | Q1 2026 | 4/15/2026 | 4 |
| 6145 | Bryant Woods Investment Advisors, LLC | $272M | Q1 2026 | 4/28/2026 | 58 |
| 6146 | LINCOLN CAPITAL CORP | $272M | Q1 2026 | 4/16/2026 | 99 |
| 6147 | TritonPoint Partners, LLC | $272M | Q1 2026 | 4/28/2026 | 200 |
| 6148 | SIEMENS AG | $272M | Q1 2026 | 5/15/2026 | 1 |
| 6149 | FMA ADVISORY INC | $272M | Q2 2014 | 7/25/2014 | 122 |
| 6150 | Vertrix Wealth Management, LLC | $272M | Q1 2026 | 4/24/2026 | 95 |
| 6151 | Cornerstone National Bank & Trust Co | $271M | Q1 2026 | 4/14/2026 | 209 |
| 6152 | BREMER TRUST NATIONAL ASSOCIATION | $271M | Q1 2014 | 4/8/2014 | 202 |
| 6153 | SONATA CAPITAL GROUP INC | $271M | Q1 2026 | 4/30/2026 | 123 |
| 6154 | Foresite Capital Management V, LLC | $271M | Q1 2026 | 5/15/2026 | 9 |
| 6155 | Mullooly Asset Management, Inc. | $271M | Q1 2026 | 5/7/2026 | 51 |
| 6156 | Sculati Wealth Management, LLC | $271M | Q1 2026 | 4/9/2026 | 116 |
| 6157 | Mount Lucas Management LP | $271M | Q1 2026 | 5/5/2026 | 165 |
| 6158 | Prosperity Financial Group, Inc. | $271M | Q1 2026 | 5/13/2026 | 186 |
| 6159 | Moerus Capital Management LLC | $271M | Q1 2026 | 5/14/2026 | 15 |
| 6160 | Ravenswood Partners LP | $271M | Q1 2026 | 5/12/2026 | 35 |
| 6161 | Punch Card Management L.P. | $271M | Q1 2026 | 5/15/2026 | 5 |
| 6162 | Register Financial Advisors LLC | $271M | Q1 2026 | 4/15/2026 | 387 |
| 6163 | AXIS CAPITAL HOLDINGS LTD | $270M | Q1 2026 | 4/29/2026 | 3 |
| 6164 | Veridan Wealth LLC | $270M | Q1 2026 | 5/15/2026 | 80 |
| 6165 | First Dallas Securities Inc. | $270M | Q1 2026 | 4/27/2026 | 118 |
| 6166 | HENDLEY & CO INC | $270M | Q1 2026 | 4/17/2026 | 45 |
| 6167 | Inlight Wealth Management, LLC | $270M | Q1 2026 | 5/4/2026 | 50 |
| 6168 | AMERICAN FINANCIAL GROUP INC | $270M | Q1 2026 | 5/13/2026 | 71 |
| 6169 | CLINTON GROUP INC | $270M | Q1 2014 | 5/14/2014 | 323 |
| 6170 | SEARCY FINANCIAL SERVICES INC /ADV | $270M | Q1 2026 | 4/14/2026 | 27 |
| 6171 | Asset Allocation & Management Company, LLC | $270M | Q1 2026 | 4/15/2026 | 94 |
| 6172 | AJ Advisors, LLC | $270M | Q1 2026 | 4/22/2026 | 33 |
| 6173 | Triton Wealth Management, PLLC | $270M | Q1 2026 | 5/1/2026 | 124 |
| 6174 | Ratan Capital Management LP | $269M | Q1 2026 | 5/14/2026 | 37 |
| 6175 | MTCO Ltd. | $269M | Q1 2026 | 4/20/2026 | 2 |
| 6176 | Union Heritage Capital, LLC | $269M | Q1 2026 | 5/20/2026 | 62 |
| 6177 | Summit Investment Advisory Services, LLC | $269M | Q1 2026 | 4/23/2026 | 81 |
| 6178 | STABLEFORD CAPITAL II LLC | $269M | Q1 2026 | 4/6/2026 | 144 |
| 6179 | Harbor Island Capital LLC | $269M | Q1 2026 | 5/12/2026 | 16 |
| 6180 | Martin Capital Partners, LLC | $269M | Q1 2026 | 4/7/2026 | 68 |
| 6181 | Holistic Financial Partners | $269M | Q1 2026 | 5/5/2026 | 146 |
| 6182 | WITTENBERG INVESTMENT MANAGEMENT, INC. | $269M | Q1 2026 | 5/14/2026 | 74 |
| 6183 | Spectrum Wealth Advisory Group, LLC | $269M | Q1 2026 | 5/6/2026 | 58 |
| 6184 | Breakwater Investment Management | $269M | Q1 2026 | 5/14/2026 | 506 |
| 6185 | POWER WEALTH MANAGEMENT LLC | $269M | Q1 2026 | 5/14/2026 | 96 |
| 6186 | Strait & Sound Wealth Management LLC | $269M | Q1 2026 | 5/18/2026 | 172 |
| 6187 | Northstar Advisory Group, LLC | $269M | Q1 2026 | 4/8/2026 | 113 |
| 6188 | UNTITLED INVESTMENTS LP | $269M | Q1 2026 | 5/15/2026 | 16 |
| 6189 | National Wealth Management Group, LLC | $269M | Q1 2026 | 5/11/2026 | 215 |
| 6190 | Prosperitas Financial LLC | $268M | Q1 2026 | 5/15/2026 | 93 |
| 6191 | Nvest Financial, LLC | $268M | Q1 2026 | 4/28/2026 | 139 |
| 6192 | FOURSIXTHREE CAPITAL LP | $268M | Q1 2026 | 5/15/2026 | 18 |
| 6193 | AIP, LLC | $268M | Q1 2026 | 5/14/2026 | 3 |
| 6194 | Persistent Asset Partners Ltd | $268M | Q1 2026 | 5/12/2026 | 322 |
| 6195 | BCU Wealth Advisors, LLC | $268M | Q1 2026 | 4/20/2026 | 60 |
| 6196 | VARCOV Co. | $268M | Q1 2026 | 5/15/2026 | 363 |
| 6197 | Worth Asset Management, LLC | $268M | Q1 2026 | 4/17/2026 | 182 |
| 6198 | Colorado Capital Management, Inc. | $268M | Q1 2026 | 4/13/2026 | 105 |
| 6199 | Applied Capital LLC | $268M | Q1 2026 | 4/22/2026 | 50 |
| 6200 | S&T BANK/PA | $268M | Q1 2026 | 5/13/2026 | 411 |