Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6001 | ELEVATION WEALTH PARTNERS, LLC | $282M | Q4 2025 | 1/9/2026 | 959 |
| 6002 | CURIO WEALTH, LLC | $282M | Q4 2025 | 2/11/2026 | 472 |
| 6003 | DENVER WEALTH MANAGEMENT, INC. | $282M | Q4 2025 | 2/13/2026 | 92 |
| 6004 | Brick & Kyle, Associates | $282M | Q4 2025 | 2/13/2026 | 60 |
| 6005 | Carlson Capital, L.P. | $282M | Q4 2025 | 2/3/2026 | 70 |
| 6006 | Gimbel Daniel Scott | $282M | Q4 2025 | 2/17/2026 | 2 |
| 6007 | Samalin Investment Counsel, LLC | $282M | Q4 2025 | 1/30/2026 | 312 |
| 6008 | Timelo Investment Management Inc. | $282M | Q4 2025 | 2/13/2026 | 46 |
| 6009 | Amiya Capital LLP | $282M | Q1 2014 | 5/15/2014 | 20 |
| 6010 | LOUNTZIS ASSET MANAGEMENT, LLC | $282M | Q4 2025 | 2/6/2026 | 52 |
| 6011 | CLOVIS CAPITAL MANAGEMENT LP | $282M | Q1 2014 | 5/12/2014 | 20 |
| 6012 | Sagewood Asset Management LP | $282M | Q4 2025 | 2/17/2026 | 264 |
| 6013 | Southpaw Asset Management LP | $282M | Q1 2014 | 5/27/2014 | 11 |
| 6014 | Northstar Advisory Group, LLC | $282M | Q4 2025 | 1/15/2026 | 111 |
| 6015 | LINCOLN CAPITAL CORP | $282M | Q4 2025 | 1/23/2026 | 92 |
| 6016 | Corigliano Investment Advisers, LLC | $281M | Q4 2025 | 2/17/2026 | 41 |
| 6017 | Advisor Resource Council | $281M | Q4 2025 | 2/10/2026 | 233 |
| 6018 | David Kennon Inc | $281M | Q4 2025 | 1/26/2026 | 38 |
| 6019 | B&I Capital AG | $281M | Q4 2025 | 1/26/2026 | 25 |
| 6020 | Acasta Partners UK LLP | $281M | Q4 2025 | 2/13/2026 | 19 |
| 6021 | Tiller Private Wealth, Inc. | $281M | Q4 2025 | 1/14/2026 | 65 |
| 6022 | Consector Capital, LP | $281M | Q1 2014 | 5/14/2014 | 30 |
| 6023 | Geneva Partners, LLC | $281M | Q4 2025 | 2/3/2026 | 69 |
| 6024 | Plum Street Advisors, LLC | $281M | Q4 2025 | 2/13/2026 | 95 |
| 6025 | GFG Capital, LLC | $281M | Q4 2025 | 1/15/2026 | 63 |
| 6026 | Strengthening Families & Communities, LLC | $281M | Q4 2025 | 2/3/2026 | 402 |
| 6027 | Colonial River Investments, LLC | $281M | Q4 2025 | 2/4/2026 | 228 |
| 6028 | MMA ASSET MANAGEMENT LLC | $281M | Q4 2025 | 2/3/2026 | 182 |
| 6029 | Nutshell Asset Management Ltd | $281M | Q4 2025 | 2/13/2026 | 34 |
| 6030 | Mathes Company, Inc. | $280M | Q4 2025 | 2/9/2026 | 126 |
| 6031 | Tekne Capital Management, LLC | $280M | Q4 2025 | 2/13/2026 | 4 |
| 6032 | GREAT HILL PARTNERS, L.P. | $280M | Q4 2025 | 2/17/2026 | 1 |
| 6033 | New Insight Wealth Advisors | $280M | Q4 2025 | 2/17/2026 | 111 |
| 6034 | Lakeshore Financial Planning, Inc. | $280M | Q4 2025 | 2/17/2026 | 86 |
| 6035 | BOSTON PROVIDENT, L.P. | $280M | Q1 2014 | 5/15/2014 | 37 |
| 6036 | HENDLEY & CO INC | $280M | Q4 2025 | 2/5/2026 | 45 |
| 6037 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $280M | Q4 2025 | 2/6/2026 | 140 |
| 6038 | Seven Post Investment Office LP | $280M | Q4 2025 | 1/29/2026 | 37 |
| 6039 | Vantage Point Financial LLC | $280M | Q4 2025 | 2/2/2026 | 169 |
| 6040 | Boothe Investment Group, Inc. | $279M | Q4 2025 | 2/3/2026 | 36 |
| 6041 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $279M | Q4 2025 | 1/16/2026 | 91 |
| 6042 | HEIGHTS CAPITAL MANAGEMENT, INC | $279M | Q4 2025 | 2/17/2026 | 192 |
| 6043 | BUCKHEAD CAPITAL MANAGEMENT LLC | $279M | Q4 2025 | 2/9/2026 | 138 |
| 6044 | Highlander Partners, L.P. | $279M | Q4 2025 | 2/3/2026 | 66 |
| 6045 | Leonard Capital Management, Inc. | $279M | Q1 2014 | 5/15/2014 | 138 |
| 6046 | SUMMIT CAPITAL MANAGEMENT LLC | $279M | Q2 2014 | 8/8/2014 | 55 |
| 6047 | Panview Capital Ltd | $278M | Q4 2025 | 2/13/2026 | 9 |
| 6048 | ShoreHaven Wealth Partners, LLC | $278M | Q4 2025 | 2/10/2026 | 104 |
| 6049 | Saiph Capital, LLC | $278M | Q4 2025 | 2/12/2026 | 70 |
| 6050 | USCA RIA LLC | $278M | Q1 2014 | 5/12/2014 | 270 |
| 6051 | Eley Financial Management, Inc | $278M | Q4 2025 | 2/12/2026 | 67 |
| 6052 | Aventura Private Wealth, LLC | $278M | Q4 2025 | 1/7/2026 | 859 |
| 6053 | Goldstream Capital Management Ltd | $278M | Q4 2025 | 2/13/2026 | 54 |
| 6054 | FSA WEALTH PARTNERS, INC. | $278M | Q4 2025 | 1/30/2026 | 64 |
| 6055 | ACORN CREEK CAPITAL LLC | $278M | Q4 2025 | 2/2/2026 | 77 |
| 6056 | Index Venture Growth Associates IV Ltd | $278M | Q4 2025 | 2/13/2026 | 2 |
| 6057 | Longhorn Capital Partners, L.P. | $278M | Q1 2014 | 5/15/2014 | 11 |
| 6058 | iSAM Funds (UK) Ltd | $278M | Q4 2025 | 2/17/2026 | 296 |
| 6059 | MASTER'S WEALTH MANAGEMENT INC. | $278M | Q4 2025 | 1/21/2026 | 65 |
| 6060 | Blue Water Asset Management | $278M | Q4 2025 | 2/5/2026 | 104 |
| 6061 | Overlook Investments LP | $278M | Q4 2025 | 2/26/2026 | 1 |
| 6062 | Glass Jacobson Investment Advisors llc | $278M | Q4 2025 | 1/22/2026 | 582 |
| 6063 | MONTGOMERY INVESTMENT MANAGEMENT INC | $278M | Q4 2025 | 1/16/2026 | 96 |
| 6064 | Prosperity Financial Group, Inc. | $278M | Q4 2025 | 1/26/2026 | 184 |
| 6065 | Horizon Investment Services, LLC | $278M | Q4 2025 | 2/13/2026 | 139 |
| 6066 | Wealth Quarterback LLC | $278M | Q4 2025 | 1/15/2026 | 151 |
| 6067 | Brown Advisory Securities, LLC | $278M | Q2 2014 | 8/8/2014 | 316 |
| 6068 | Clarus Group, Inc. | $278M | Q4 2025 | 1/16/2026 | 103 |
| 6069 | Tranquility Partners, LLC | $278M | Q4 2025 | 2/3/2026 | 227 |
| 6070 | Weinberger Asset Management, Inc | $277M | Q4 2025 | 2/9/2026 | 92 |
| 6071 | FAMILY WEALTH PARTNERS, LLC | $277M | Q4 2025 | 1/14/2026 | 92 |
| 6072 | EXCALIBUR MANAGEMENT CORP | $277M | Q4 2025 | 2/10/2026 | 161 |
| 6073 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | $277M | Q2 2014 | 8/5/2014 | 123 |
| 6074 | Joseph P. Lucia & Associates, LLC | $277M | Q4 2025 | 1/28/2026 | 166 |
| 6075 | IAMS WEALTH MANAGEMENT, LLC | $277M | Q4 2025 | 1/26/2026 | 187 |
| 6076 | Stonebridge Financial Planning Group, LLC | $277M | Q4 2025 | 2/5/2026 | 168 |
| 6077 | ZESIGER CAPITAL GROUP LLC | $277M | Q2 2014 | 8/7/2014 | 22 |
| 6078 | SONATA CAPITAL GROUP INC | $277M | Q4 2025 | 1/26/2026 | 121 |
| 6079 | DAILY JOURNAL CORP | $277M | Q4 2025 | 1/13/2026 | 4 |
| 6080 | CONCORD ASSET MANAGEMENT LLC | $277M | Q2 2014 | 7/31/2014 | 57 |
| 6081 | Allred Capital Management, LLC | $277M | Q4 2025 | 2/10/2026 | 155 |
| 6082 | Forza Wealth Management, LLC | $277M | Q4 2025 | 2/2/2026 | 183 |
| 6083 | JASINKIEWICZ CAPITAL MANAGEMENT, LP | $277M | Q1 2014 | 5/15/2014 | 62 |
| 6084 | Hartree Partners, LP | $276M | Q4 2025 | 2/17/2026 | 62 |
| 6085 | Five Oceans Advisors | $276M | Q1 2026 | 4/7/2026 | 193 |
| 6086 | Breakwater Investment Management | $276M | Q4 2025 | 2/2/2026 | 497 |
| 6087 | LS Power Partners, L.P. | $276M | Q1 2014 | 5/15/2014 | 1 |
| 6088 | Merck & Co., Inc. | $276M | Q4 2025 | 2/17/2026 | 12 |
| 6089 | ALEXANDER LABRUNERIE & CO., INC. | $276M | Q4 2025 | 3/26/2026 | 118 |
| 6090 | Centerline Wealth Advisors, LLC | $276M | Q4 2025 | 1/8/2026 | 60 |
| 6091 | NORTHROAD CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/2/2014 | 54 |
| 6092 | Walker Financial Services, Inc. | $276M | Q4 2025 | 1/28/2026 | 41 |
| 6093 | Alta Advisers Ltd | $276M | Q4 2025 | 2/9/2026 | 199 |
| 6094 | AVAII WEALTH MANAGEMENT, LLC | $276M | Q4 2025 | 1/13/2026 | 144 |
| 6095 | Quantum Financial Planning Services, Inc. | $276M | Q4 2025 | 1/15/2026 | 54 |
| 6096 | SIGNIA CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/5/2014 | 78 |
| 6097 | AMERICAN FINANCIAL GROUP INC | $276M | Q4 2025 | 2/12/2026 | 64 |
| 6098 | Holistic Financial Partners | $276M | Q4 2025 | 1/7/2026 | 136 |
| 6099 | Foundation Wealth Management, LLC\PA | $276M | Q4 2025 | 1/15/2026 | 93 |
| 6100 | Robertson Opportunity Capital, LLC | $276M | Q4 2025 | 2/10/2026 | 26 |
| 6101 | Raleigh Capital Management Inc. | $276M | Q4 2025 | 1/21/2026 | 583 |
| 6102 | WEALTHSPAN PARTNERS, LLC | $275M | Q4 2025 | 1/27/2026 | 124 |
| 6103 | Codex Capital Asset Management L.L.C. | $275M | Q4 2025 | 2/17/2026 | 32 |
| 6104 | ICW Investment Advisors LLC | $275M | Q4 2025 | 2/9/2026 | 145 |
| 6105 | Eagle Capital Management, LLC | $275M | Q4 2025 | 1/12/2026 | 49 |
| 6106 | Texas Bank & Trust Co | $275M | Q4 2025 | 2/6/2026 | 177 |
| 6107 | Arrowroot Family Office, LLC | $275M | Q4 2025 | 2/11/2026 | 140 |
| 6108 | Freedom Financial Partners LLC | $275M | Q4 2025 | 1/6/2026 | 87 |
| 6109 | Prudent Man Advisors, LLC | $275M | Q4 2025 | 2/11/2026 | 135 |
| 6110 | ACCESS FINANCIAL SERVICES, INC. | $275M | Q4 2025 | 1/21/2026 | 100 |
| 6111 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $275M | Q4 2025 | 2/12/2026 | 133 |
| 6112 | HIGH POINTE CAPITAL MANAGEMENT LLC | $275M | Q2 2014 | 7/25/2014 | 157 |
| 6113 | Dupree Financial Group, LLC | $274M | Q4 2025 | 1/29/2026 | 80 |
| 6114 | Nova R Wealth, Inc. | $274M | Q4 2025 | 1/14/2026 | 88 |
| 6115 | Friedberg Investment Management | $274M | Q2 2014 | 8/11/2014 | 100 |
| 6116 | Fourth Dimension Wealth, LLC | $274M | Q4 2025 | 2/4/2026 | 643 |
| 6117 | Highland Management Partners VII, LLC | $274M | Q1 2014 | 5/13/2014 | 4 |
| 6118 | BKM Wealth Management, LLC | $274M | Q4 2025 | 1/29/2026 | 146 |
| 6119 | Hall Kathryn A. | $273M | Q1 2014 | 5/13/2014 | 9 |
| 6120 | Zullo Investment Group, Inc. | $273M | Q4 2025 | 1/26/2026 | 154 |
| 6121 | Mullooly Asset Management, Inc. | $273M | Q4 2025 | 2/6/2026 | 51 |
| 6122 | NEW WAVE WEALTH ADVISORS LLC | $273M | Q4 2025 | 1/21/2026 | 182 |
| 6123 | BALANCED WEALTH GROUP LLC | $273M | Q4 2025 | 1/13/2026 | 72 |
| 6124 | Hugh Johnson Advisors LLC | $273M | Q2 2014 | 8/5/2014 | 89 |
| 6125 | Brown Financial Advisors | $273M | Q4 2025 | 2/17/2026 | 152 |
| 6126 | IMZ Advisory Inc | $273M | Q4 2025 | 1/21/2026 | 39 |
| 6127 | Inlight Wealth Management, LLC | $273M | Q4 2025 | 1/23/2026 | 234 |
| 6128 | POTENTIA WEALTH | $273M | Q4 2025 | 2/13/2026 | 94 |
| 6129 | SB Capital Management Inc | $273M | Q4 2025 | 2/20/2026 | 93 |
| 6130 | waypoint wealth counsel | $273M | Q4 2025 | 1/28/2026 | 285 |
| 6131 | LETSON INVESTMENT MANAGEMENT, INC. | $273M | Q4 2025 | 1/28/2026 | 101 |
| 6132 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | $273M | Q2 2014 | 8/7/2014 | 36 |
| 6133 | Ted Buchan & Co | $272M | Q4 2025 | 2/11/2026 | 88 |
| 6134 | CYRUS CAPITAL PARTNERS, L.P. | $272M | Q4 2025 | 2/17/2026 | 5 |
| 6135 | Cutter & CO Brokerage, Inc. | $272M | Q2 2014 | 7/31/2014 | 245 |
| 6136 | AMANSA CAPITAL PTE. LTD. | $272M | Q4 2025 | 1/30/2026 | 2 |
| 6137 | Spectrum Wealth Advisory Group, LLC | $272M | Q4 2025 | 2/11/2026 | 57 |
| 6138 | STANCE CAPITAL LLC | $272M | Q4 2025 | 3/17/2026 | 133 |
| 6139 | AMIRAL GESTION | $272M | Q4 2025 | 1/14/2026 | 27 |
| 6140 | Congruence Capital, LLC | $272M | Q4 2025 | 2/13/2026 | 30 |
| 6141 | Armor Investment Advisors, LLC | $272M | Q4 2025 | 2/5/2026 | 151 |
| 6142 | FreeGulliver LLC | $272M | Q4 2025 | 2/12/2026 | 106 |
| 6143 | Ranch Capital Advisors Inc. | $272M | Q4 2025 | 2/5/2026 | 153 |
| 6144 | IRIDIAN ASSET MANAGEMENT LLC/CT | $272M | Q4 2025 | 1/23/2026 | 43 |
| 6145 | FMA ADVISORY INC | $272M | Q2 2014 | 7/25/2014 | 122 |
| 6146 | Trinity Wealth Management, LLC | $271M | Q4 2025 | 1/15/2026 | 68 |
| 6147 | BREMER TRUST NATIONAL ASSOCIATION | $271M | Q1 2014 | 4/8/2014 | 202 |
| 6148 | Consilium Wealth Advisory, LLC | $271M | Q4 2025 | 1/26/2026 | 94 |
| 6149 | Mechanics Financial Corp | $271M | Q4 2025 | 1/22/2026 | 233 |
| 6150 | AJ Advisors, LLC | $271M | Q4 2025 | 1/21/2026 | 35 |
| 6151 | Empower Annuity Insurance Co | $271M | Q4 2025 | 2/12/2026 | 1 |
| 6152 | MILLER WEALTH ADVISORS, LLC | $271M | Q4 2025 | 1/20/2026 | 136 |
| 6153 | Buska Wealth Management, LLC | $271M | Q4 2025 | 1/22/2026 | 75 |
| 6154 | HERITAGE OAK WEALTH ADVISORS LLC | $271M | Q4 2025 | 1/21/2026 | 79 |
| 6155 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $270M | Q4 2025 | 2/17/2026 | 132 |
| 6156 | Stonehearth Capital Management, LLC | $270M | Q4 2025 | 1/13/2026 | 96 |
| 6157 | State of New Jersey Common Pension Fund A | $270M | Q4 2025 | 1/29/2026 | 3 |
| 6158 | SEARCY FINANCIAL SERVICES INC /ADV | $270M | Q4 2025 | 1/22/2026 | 25 |
| 6159 | TICINO WEALTH | $270M | Q4 2025 | 1/27/2026 | 139 |
| 6160 | Wealth Watch Advisors, INC | $270M | Q4 2025 | 2/17/2026 | 959 |
| 6161 | RETIREMENT CAPITAL STRATEGIES | $270M | Q4 2025 | 2/13/2026 | 68 |
| 6162 | CLINTON GROUP INC | $270M | Q1 2014 | 5/14/2014 | 323 |
| 6163 | EVERPAR ADVISORS LLC | $270M | Q4 2025 | 1/7/2026 | 268 |
| 6164 | Harspring Capital Management, LLC | $270M | Q4 2025 | 2/13/2026 | 14 |
| 6165 | NCM Capital Management, LLC | $270M | Q4 2025 | 3/2/2026 | 175 |
| 6166 | Barbara Oil Co. | $269M | Q4 2025 | 2/17/2026 | 76 |
| 6167 | Bawa N Mallick Trust | $269M | Q4 2025 | 3/12/2026 | 73 |
| 6168 | INVENIO WEALTH PARTNERS LLC | $269M | Q4 2025 | 2/13/2026 | 92 |
| 6169 | STABLEFORD CAPITAL II LLC | $269M | Q1 2026 | 4/6/2026 | 144 |
| 6170 | BRIGHT VALLEY CAPITAL Ltd | $269M | Q4 2025 | 2/12/2026 | 15 |
| 6171 | THOMAS STORY & SON LLC | $269M | Q4 2025 | 1/26/2026 | 51 |
| 6172 | Martin Capital Partners, LLC | $269M | Q1 2026 | 4/7/2026 | 68 |
| 6173 | LHM, INC. | $269M | Q4 2025 | 2/10/2026 | 22 |
| 6174 | Arcadia Wealth Management, LLC | $269M | Q4 2025 | 2/3/2026 | 63 |
| 6175 | CRUX WEALTH ADVISORS | $269M | Q4 2025 | 1/21/2026 | 176 |
| 6176 | First Dallas Securities Inc. | $269M | Q4 2025 | 2/11/2026 | 107 |
| 6177 | Quartz Partners, LLC | $269M | Q4 2025 | 2/13/2026 | 168 |
| 6178 | DLK Investment Management, LLC | $269M | Q4 2025 | 1/14/2026 | 88 |
| 6179 | Strait & Sound Wealth Management LLC | $269M | Q4 2025 | 2/4/2026 | 149 |
| 6180 | Alexis Investment Partners, LLC | $269M | Q4 2025 | 1/29/2026 | 108 |
| 6181 | TAGStone Capital, Inc. | $268M | Q4 2025 | 2/10/2026 | 116 |
| 6182 | Corebridge Financial, Inc. | $268M | Q4 2025 | 2/11/2026 | 1 |
| 6183 | OMC Financial Services LTD | $268M | Q4 2025 | 1/6/2026 | 66 |
| 6184 | Monte Financial Group, LLC | $268M | Q4 2025 | 1/22/2026 | 93 |
| 6185 | Wind River Trust Co | $268M | Q4 2025 | 2/5/2026 | 10 |
| 6186 | Stonerise Capital Management, LLC | $268M | Q1 2014 | 5/15/2014 | 11 |
| 6187 | Visualize Group LP | $268M | Q4 2025 | 2/17/2026 | 11 |
| 6188 | All-Stars Investment Ltd | $268M | Q4 2025 | 1/21/2026 | 4 |
| 6189 | FIRETHORN WEALTH PARTNERS, LLC | $267M | Q4 2025 | 1/8/2026 | 190 |
| 6190 | Seneca House Advisors | $267M | Q4 2025 | 2/17/2026 | 102 |
| 6191 | GKV Capital Management Co., Inc. | $267M | Q4 2025 | 2/10/2026 | 88 |
| 6192 | GARGOYLE INVESTMENT ADVISOR L.L.C. | $267M | Q2 2014 | 8/11/2014 | 142 |
| 6193 | Monolith Management Ltd | $267M | Q4 2025 | 2/17/2026 | 22 |
| 6194 | Lunt Capital Management, Inc. | $267M | Q4 2025 | 1/23/2026 | 98 |
| 6195 | WEIK CAPITAL MANAGEMENT | $267M | Q4 2025 | 2/11/2026 | 92 |
| 6196 | Gainplan LLC | $267M | Q4 2025 | 1/23/2026 | 65 |
| 6197 | River Street Advisors LLC | $267M | Q4 2025 | 1/26/2026 | 167 |
| 6198 | ACADIA TRUST NA | $267M | Q1 2014 | 5/14/2014 | 76 |
| 6199 | UNITED BANK, INC. | $267M | Q2 2014 | 7/18/2014 | 117 |
| 6200 | FIDUCIARY SERVICES CORP/GA | $266M | Q2 2014 | 8/4/2014 | 157 |