Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6001 | Mathes Company, Inc. | $322M | Q2 2026 | 8/11/2026 | 129 |
| 6002 | AJ Advisors, LLC | $322M | Q2 2026 | 7/23/2026 | 37 |
| 6003 | MKT Advisors LLC | $322M | Q2 2026 | 7/9/2026 | 155 |
| 6004 | Sonoma Allocations LLC | $322M | Q2 2026 | 7/8/2026 | 118 |
| 6005 | Realta Investment Advisors | $322M | Q2 2026 | 7/20/2026 | 378 |
| 6006 | HALL LAURIE J TRUSTEE | $322M | Q2 2026 | 7/9/2026 | 103 |
| 6007 | Hapanowicz & Associates Financial Services, Inc | $321M | Q2 2026 | 7/29/2026 | 37 |
| 6008 | Nine Ten Capital Management LLC | $321M | Q2 2026 | 8/14/2026 | 8 |
| 6009 | MIRAMONTES CAPITAL, LLC | $321M | Q2 2026 | 9/9/2026 | 141 |
| 6010 | HALL CAPITAL MANAGEMENT CO INC | $321M | Q2 2026 | 8/14/2026 | 107 |
| 6011 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $321M | Q2 2026 | 7/9/2026 | 153 |
| 6012 | Selkirk Management LLC | $321M | Q2 2026 | 8/14/2026 | 14 |
| 6013 | RJA Asset Management LLC | $321M | Q2 2026 | 7/24/2026 | 4 |
| 6014 | Glass Jacobson Investment Advisors llc | $321M | Q2 2026 | 7/30/2026 | 618 |
| 6015 | GE INVESTMENT MANAGEMENT CORP. | $321M | Q2 2026 | 8/14/2026 | 4 |
| 6016 | TMB Capital Partners, LLC | $321M | Q2 2026 | 7/24/2026 | 177 |
| 6017 | Samsung Asset Management (New York), Inc. | $321M | Q2 2014 | 8/8/2014 | 76 |
| 6018 | Strategic Capital Group LLC | $321M | Q2 2014 | 7/14/2014 | 263 |
| 6019 | Leisure Capital Management | $320M | Q2 2026 | 7/24/2026 | 157 |
| 6020 | Biltmore Wealth Management, LLC | $320M | Q2 2026 | 7/21/2026 | 58 |
| 6021 | Aft, Forsyth & Sober, LLC | $320M | Q2 2026 | 8/14/2026 | 60 |
| 6022 | Samalin Investment Counsel, LLC | $320M | Q2 2026 | 7/27/2026 | 336 |
| 6023 | INVESTMENT PARTNERS, LTD. | $320M | Q2 2026 | 8/4/2026 | 167 |
| 6024 | CYPRESS CAPITAL MANAGEMENT LLC | $320M | Q1 2014 | 5/16/2014 | 47 |
| 6025 | JW Asset Management, LLC | $320M | Q2 2026 | 8/7/2026 | 21 |
| 6026 | Passive Capital Management, LLC. | $320M | Q2 2026 | 8/10/2026 | 94 |
| 6027 | Prospera Capital Management, LLC | $320M | Q2 2026 | 7/27/2026 | 63 |
| 6028 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $320M | Q2 2026 | 8/7/2026 | 82 |
| 6029 | Global Trust Asset Management, LLC | $320M | Q2 2026 | 8/3/2026 | 463 |
| 6030 | Burns Matteson Capital Management, LLC | $320M | Q2 2026 | 7/17/2026 | 189 |
| 6031 | SELDON CAPITAL LP | $320M | Q2 2026 | 8/14/2026 | 74 |
| 6032 | BURKETT FINANCIAL SERVICES, LLC | $320M | Q2 2026 | 7/2/2026 | 266 |
| 6033 | WRAPMANAGER INC | $320M | Q2 2026 | 8/5/2026 | 150 |
| 6034 | Charles-Lim Capital Ltd | $319M | Q2 2026 | 8/12/2026 | 6 |
| 6035 | Tiller Private Wealth, Inc. | $319M | Q2 2026 | 7/24/2026 | 69 |
| 6036 | Shaker Financial Services, LLC | $319M | Q2 2026 | 7/15/2026 | 148 |
| 6037 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $319M | Q2 2026 | 7/28/2026 | 175 |
| 6038 | Centerline Wealth Advisors, LLC | $319M | Q2 2026 | 7/17/2026 | 79 |
| 6039 | Axiom Financial Strategies, LLC | $319M | Q2 2026 | 8/6/2026 | 34 |
| 6040 | Powers Advisory Group, LLC | $319M | Q2 2026 | 7/31/2026 | 130 |
| 6041 | TRANSATLANTIQUE PRIVATE WEALTH LLC | $319M | Q4 2025 | 2/10/2026 | 206 |
| 6042 | THOR TRADING ADVISORS, LLC | $319M | Q2 2026 | 8/12/2026 | 39 |
| 6043 | Skyline Advisors, Inc. | $319M | Q2 2026 | 7/20/2026 | 123 |
| 6044 | Berkeley, Inc | $319M | Q2 2026 | 7/24/2026 | 86 |
| 6045 | Summa Corp. | $319M | Q2 2026 | 8/6/2026 | 83 |
| 6046 | Arcadia Wealth Management, LLC | $319M | Q2 2026 | 7/20/2026 | 66 |
| 6047 | BEACON INVESTMENT ADVISORS LLC | $318M | Q2 2026 | 8/13/2026 | 178 |
| 6048 | TRADITION CAPITAL MANAGEMENT LLC | $318M | Q2 2014 | 7/25/2014 | 133 |
| 6049 | Chaney Capital Management, Inc. | $318M | Q2 2026 | 8/12/2026 | 45 |
| 6050 | ShoreHaven Wealth Partners, LLC | $318M | Q2 2026 | 7/14/2026 | 106 |
| 6051 | SITTNER & NELSON, LLC | $318M | Q2 2026 | 8/7/2026 | 614 |
| 6052 | Nixon Capital, LLC | $318M | Q2 2026 | 8/12/2026 | 19 |
| 6053 | GoodHaven Capital Management, LLC | $318M | Q2 2026 | 8/10/2026 | 26 |
| 6054 | Cambridge Financial Group, LLC | $318M | Q2 2026 | 7/14/2026 | 155 |
| 6055 | Mills Wealth Advisors LLC | $318M | Q2 2026 | 7/7/2026 | 76 |
| 6056 | Boothe Investment Group, Inc. | $317M | Q2 2026 | 7/14/2026 | 38 |
| 6057 | Genesee Capital Advisors, LLC | $317M | Q2 2026 | 8/6/2026 | 172 |
| 6058 | THEORY FINANCIAL LLC | $317M | Q2 2026 | 7/31/2026 | 99 |
| 6059 | WEALTHSPAN PARTNERS, LLC | $317M | Q2 2026 | 8/6/2026 | 129 |
| 6060 | Medallion Wealth Advisors, LLC | $317M | Q2 2026 | 8/14/2026 | 1,220 |
| 6061 | Montanaro Asset Management Ltd | $317M | Q2 2026 | 8/12/2026 | 42 |
| 6062 | Astor Investment Management LLC | $317M | Q1 2014 | 4/29/2014 | 37 |
| 6063 | TICINO WEALTH | $317M | Q2 2026 | 7/20/2026 | 135 |
| 6064 | OMT Capital Management LLC | $317M | Q1 2014 | 5/15/2014 | 33 |
| 6065 | Powell Investment Advisors, LLC | $317M | Q2 2026 | 7/28/2026 | 167 |
| 6066 | SAGEVIEW CAPITAL LP | $317M | Q1 2014 | 5/15/2014 | 6 |
| 6067 | Fourth Dimension Wealth, LLC | $316M | Q2 2026 | 7/31/2026 | 744 |
| 6068 | Nvest Financial, LLC | $316M | Q2 2026 | 7/30/2026 | 150 |
| 6069 | BALANCED WEALTH GROUP LLC | $316M | Q2 2026 | 8/10/2026 | 78 |
| 6070 | LOUNTZIS ASSET MANAGEMENT, LLC | $316M | Q2 2026 | 7/31/2026 | 55 |
| 6071 | Richmond Investment Services, LLC | $316M | Q2 2026 | 7/27/2026 | 145 |
| 6072 | IMZ Advisory Inc | $316M | Q2 2026 | 7/7/2026 | 38 |
| 6073 | ENZI WEALTH | $316M | Q2 2026 | 7/15/2026 | 77 |
| 6074 | Ranch Capital Advisors Inc. | $316M | Q2 2026 | 8/3/2026 | 157 |
| 6075 | Independent Portfolio Consultants, Inc. | $316M | Q1 2014 | 5/13/2014 | 449 |
| 6076 | Tencap Wealth Coaching, LLC | $315M | Q2 2026 | 7/29/2026 | 20 |
| 6077 | LUCAS CAPITAL MANAGEMENT | $315M | Q2 2014 | 7/30/2014 | 153 |
| 6078 | Meros Investment Management, LP | $315M | Q2 2026 | 8/14/2026 | 50 |
| 6079 | Trinity Wealth Management, LLC | $315M | Q2 2026 | 7/7/2026 | 75 |
| 6080 | RICHARDS, MERRILL & PETERSON, INC. | $315M | Q2 2026 | 7/16/2026 | 285 |
| 6081 | VMS Asset Management Limited | $315M | Q2 2026 | 7/22/2026 | 34 |
| 6082 | RED MOUNTAIN CAPITAL PARTNERS LLC | $315M | Q1 2014 | 5/15/2014 | 10 |
| 6083 | Ranger International Management, LP | $315M | Q1 2014 | 5/14/2014 | 38 |
| 6084 | LG Capital Management, LP | $315M | Q1 2014 | 5/15/2014 | 39 |
| 6085 | TAGStone Capital, Inc. | $315M | Q2 2026 | 8/11/2026 | 139 |
| 6086 | THOMIST CAPITAL MANAGEMENT, LP | $315M | Q2 2026 | 8/14/2026 | 45 |
| 6087 | Inlight Wealth Management, LLC | $315M | Q2 2026 | 7/28/2026 | 62 |
| 6088 | Longitude (Cayman) Ltd. | $314M | Q2 2026 | 8/12/2026 | 46 |
| 6089 | DSAM Partners (London) Ltd | $314M | Q1 2014 | 5/12/2014 | 25 |
| 6090 | MMA ASSET MANAGEMENT LLC | $314M | Q2 2026 | 8/4/2026 | 181 |
| 6091 | Mosley Wealth Management | $314M | Q2 2026 | 7/23/2026 | 781 |
| 6092 | AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314M | Q2 2026 | 8/12/2026 | 1 |
| 6093 | CYPRESS FUNDS LLC | $314M | Q2 2026 | 8/6/2026 | 14 |
| 6094 | Malaga Cove Capital, LLC | $314M | Q2 2026 | 7/23/2026 | 185 |
| 6095 | Delaney Dennis R | $314M | Q2 2026 | 8/21/2026 | 71 |
| 6096 | Stonebridge Financial Planning Group, LLC | $314M | Q2 2026 | 7/31/2026 | 183 |
| 6097 | Russell Clark Investment Management Ltd | $314M | Q1 2014 | 4/9/2014 | 23 |
| 6098 | MOSELEY INVESTMENT MANAGEMENT INC | $314M | Q1 2026 | 4/21/2026 | 163 |
| 6099 | Praetorian PR LLC | $314M | Q2 2026 | 8/14/2026 | 14 |
| 6100 | Macro Advisors, Inc. | $314M | Q2 2026 | 8/11/2026 | 45 |
| 6101 | Merk Investments LLC | $314M | Q2 2026 | 8/14/2026 | 11 |
| 6102 | Raleigh Capital Management Inc. | $313M | Q2 2026 | 7/21/2026 | 610 |
| 6103 | Plum Street Advisors, LLC | $313M | Q2 2026 | 8/13/2026 | 107 |
| 6104 | StoneCrest Wealth Management, Inc. | $313M | Q2 2026 | 7/9/2026 | 73 |
| 6105 | BENNETT SELBY INVESTMENTS LP | $313M | Q2 2026 | 7/24/2026 | 85 |
| 6106 | First Citizens Asset Management, Inc. | $313M | Q2 2026 | 7/17/2026 | 30 |
| 6107 | Ravenswood Partners LP | $313M | Q2 2026 | 8/6/2026 | 36 |
| 6108 | Worth Asset Management, LLC | $313M | Q2 2026 | 7/8/2026 | 212 |
| 6109 | Windward Private Wealth Management Inc. | $313M | Q2 2026 | 8/4/2026 | 43 |
| 6110 | Prosperitas Financial LLC | $312M | Q2 2026 | 8/19/2026 | 103 |
| 6111 | Monte Financial Group, LLC | $312M | Q2 2026 | 8/7/2026 | 102 |
| 6112 | PENNINGTON PARTNERS & CO., LLC | $312M | Q2 2026 | 8/14/2026 | 131 |
| 6113 | Beacon Wealthcare LLC | $312M | Q2 2026 | 7/1/2026 | 26 |
| 6114 | MARYLAND CAPITAL ADVISORS INC. | $312M | Q2 2026 | 7/17/2026 | 1,043 |
| 6115 | Peachtree Investment Partners, LLC | $312M | Q2 2026 | 8/6/2026 | 143 |
| 6116 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $312M | Q2 2026 | 7/24/2026 | 195 |
| 6117 | Weinberger Asset Management, Inc | $312M | Q2 2026 | 8/5/2026 | 101 |
| 6118 | Armor Investment Advisors, LLC | $312M | Q2 2026 | 8/4/2026 | 155 |
| 6119 | Hellman & Friedman Investors V (Cayman), Ltd. | $312M | Q2 2014 | 8/7/2014 | 1 |
| 6120 | Ferox Capital Management LP | $312M | Q1 2014 | 5/13/2014 | 42 |
| 6121 | March Altus Capital Management LP | $311M | Q1 2014 | 5/15/2014 | 28 |
| 6122 | Five Oceans Advisors | $311M | Q2 2026 | 7/15/2026 | 204 |
| 6123 | Hengistbury Investment Partners LLP | $311M | Q2 2026 | 8/13/2026 | 4 |
| 6124 | Oak Asset Management, LLC | $311M | Q2 2026 | 7/10/2026 | 115 |
| 6125 | Tenon Financial LLC | $311M | Q2 2026 | 7/24/2026 | 61 |
| 6126 | Centennial Bank/AR/ | $311M | Q2 2026 | 8/10/2026 | 341 |
| 6127 | Lakeshore Financial Planning, Inc. | $311M | Q2 2026 | 7/13/2026 | 92 |
| 6128 | IES Holdings, Inc. | $311M | Q2 2026 | 8/14/2026 | 17 |
| 6129 | Claar Advisors LLC | $310M | Q2 2026 | 8/14/2026 | 17 |
| 6130 | Applied Capital LLC | $310M | Q2 2026 | 7/21/2026 | 53 |
| 6131 | TA ASSOCIATES, L.P. | $310M | Q1 2014 | 5/13/2014 | 2 |
| 6132 | Stash Investments, LLC | $310M | Q2 2026 | 7/29/2026 | 17 |
| 6133 | Carlton Hofferkamp & Jenks Wealth Management, LLC | $310M | Q2 2026 | 7/23/2026 | 144 |
| 6134 | FIRETHORN WEALTH PARTNERS, LLC | $310M | Q2 2026 | 7/15/2026 | 200 |
| 6135 | BONNESS ENTERPRISES INC | $310M | Q2 2026 | 7/9/2026 | 37 |
| 6136 | FSI GROUP, LLC | $310M | Q2 2014 | 8/8/2014 | 72 |
| 6137 | GKV Capital Management Co., Inc. | $310M | Q2 2026 | 7/23/2026 | 83 |
| 6138 | SONATA CAPITAL GROUP INC | $310M | Q2 2026 | 7/24/2026 | 128 |
| 6139 | Cipher Capital LP | $310M | Q2 2014 | 8/11/2014 | 387 |
| 6140 | Tanglewood Legacy Advisors, LLC | $310M | Q2 2026 | 8/10/2026 | 280 |
| 6141 | Ratan Capital Management LP | $310M | Q2 2026 | 8/18/2026 | 48 |
| 6142 | Outlook Capital Management, LLC | $310M | Q2 2026 | 8/14/2026 | 42 |
| 6143 | One River Asset Management, LLC | $310M | Q2 2026 | 7/28/2026 | 250 |
| 6144 | Blue Water Asset Management | $310M | Q2 2026 | 8/3/2026 | 108 |
| 6145 | One Fin Capital Management LP | $310M | Q2 2026 | 8/14/2026 | 23 |
| 6146 | Disciplined Investments, LLC | $310M | Q2 2026 | 8/7/2026 | 144 |
| 6147 | Blacksheep Fund Management Ltd | $310M | Q2 2026 | 8/25/2026 | 7 |
| 6148 | Stephens Consulting, LLC | $309M | Q4 2025 | 1/13/2026 | 476 |
| 6149 | AXIS CAPITAL HOLDINGS LTD | $309M | Q2 2026 | 7/28/2026 | 3 |
| 6150 | SmartHarvest Portfolios, LLC | $309M | Q2 2026 | 8/4/2026 | 461 |
| 6151 | Bawa N Mallick Trust | $309M | Q2 2026 | 8/14/2026 | 78 |
| 6152 | Vision Capital Corp | $309M | Q2 2026 | 8/13/2026 | 15 |
| 6153 | WADE G W & INC | $309M | Q1 2014 | 5/14/2014 | 74 |
| 6154 | Eley Financial Management, Inc | $309M | Q2 2026 | 8/11/2026 | 72 |
| 6155 | Itau USA Asset Management Inc. | $309M | Q1 2014 | 5/15/2014 | 114 |
| 6156 | Garner Asset Management Corp | $308M | Q2 2026 | 8/7/2026 | 169 |
| 6157 | Financial Council, LLC | $308M | Q2 2026 | 8/4/2026 | 106 |
| 6158 | Owls Nest Partners IA, LLC | $308M | Q2 2026 | 8/13/2026 | 17 |
| 6159 | Wealth Watch Advisors, INC | $308M | Q2 2026 | 8/14/2026 | 142 |
| 6160 | ER Collective Holdings, LLC | $308M | Q2 2026 | 8/14/2026 | 1 |
| 6161 | TRAIN BABCOCK ADVISORS LLC | $308M | Q2 2014 | 7/30/2014 | 126 |
| 6162 | Defender Capital, LLC. | $308M | Q2 2026 | 7/9/2026 | 37 |
| 6163 | Dynamic Capital Management Ltd | $308M | Q1 2014 | 5/15/2014 | 382 |
| 6164 | Chanos & Co LP | $308M | Q1 2014 | 5/15/2014 | 25 |
| 6165 | FSA Investment Group, LLC | $308M | Q2 2026 | 7/17/2026 | 47 |
| 6166 | Pivotal bioVenture Partners Investment Advisor LLC | $308M | Q2 2026 | 8/13/2026 | 13 |
| 6167 | LINCOLN CAPITAL CORP | $308M | Q2 2026 | 7/16/2026 | 99 |
| 6168 | Alliance Wealth Advisors, LLC | $308M | Q2 2026 | 7/9/2026 | 172 |
| 6169 | Kaizen Financial Strategies | $308M | Q2 2026 | 7/30/2026 | 176 |
| 6170 | Gemsstock Ltd. | $307M | Q2 2026 | 8/14/2026 | 13 |
| 6171 | Family Capital Trust Co | $307M | Q2 2026 | 7/30/2026 | 83 |
| 6172 | Envision Financial Planning, LLC | $307M | Q2 2026 | 8/14/2026 | 55 |
| 6173 | COMPASS CAPITAL CORP /MA/ /ADV | $307M | Q2 2026 | 8/13/2026 | 205 |
| 6174 | KINGS POINT CAPITAL MANAGEMENT | $307M | Q1 2014 | 5/12/2014 | 273 |
| 6175 | V3 Capital Management, L.P. | $307M | Q1 2014 | 5/15/2014 | 14 |
| 6176 | Freedom Financial Partners LLC | $307M | Q2 2026 | 8/6/2026 | 89 |
| 6177 | Asset Allocation & Management Company, LLC | $307M | Q2 2026 | 7/15/2026 | 67 |
| 6178 | SoundView Advisors Inc. | $307M | Q2 2026 | 7/31/2026 | 32 |
| 6179 | 10-15 ASSOCIATES, INC. | $307M | Q1 2014 | 5/6/2014 | 101 |
| 6180 | Funde Sino Life Insurance Co Ltd | $307M | Q2 2026 | 7/29/2026 | 7 |
| 6181 | HIGH POINT BANK & TRUST CO | $307M | Q2 2014 | 8/4/2014 | 411 |
| 6182 | SCHOONER CAPITAL CORP | $306M | Q2 2014 | 8/11/2014 | 2 |
| 6183 | GeoSphere Capital Management, LLC | $306M | Q2 2026 | 8/14/2026 | 46 |
| 6184 | DIXON HUBARD FEINOUR & BROWN INC/VA | $306M | Q2 2014 | 7/28/2014 | 185 |
| 6185 | Palogic Value Management, L.P. | $306M | Q2 2026 | 9/9/2026 | 198 |
| 6186 | Blackhawk Capital Partners, LLC | $306M | Q2 2026 | 7/20/2026 | 146 |
| 6187 | Deseret Mutual Benefit Administrators | $306M | Q2 2026 | 8/14/2026 | 518 |
| 6188 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $306M | Q2 2026 | 8/13/2026 | 19 |
| 6189 | PSquared Asset Management AG | $306M | Q2 2026 | 8/17/2026 | 18 |
| 6190 | denkapparat Operations GmbH | $306M | Q2 2026 | 8/6/2026 | 383 |
| 6191 | 1 NORTH WEALTH SERVICES LLC | $306M | Q2 2026 | 8/3/2026 | 309 |
| 6192 | Denver PWM, LLC | $306M | Q2 2026 | 8/17/2026 | 89 |
| 6193 | ADAPT WEALTH ADVISORS, LLC | $306M | Q2 2026 | 8/12/2026 | 94 |
| 6194 | Chapter IV Investors, LLC | $306M | Q1 2014 | 5/12/2014 | 11 |
| 6195 | Ted Buchan & Co | $306M | Q2 2026 | 7/23/2026 | 95 |
| 6196 | Tekne Capital Management, LLC | $306M | Q2 2026 | 8/13/2026 | 6 |
| 6197 | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | $305M | Q2 2026 | 8/5/2026 | 1 |
| 6198 | Quartz Partners, LLC | $305M | Q2 2026 | 8/10/2026 | 191 |
| 6199 | WIM INVESTMENT MANAGEMENT Ltd | $305M | Q2 2026 | 8/5/2026 | 26 |
| 6200 | Lynx Investment Advisory | $305M | Q2 2026 | 7/27/2026 | 230 |