Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6201 | Empower Annuity Insurance Co | $268M | Q1 2026 | 5/11/2026 | 1 |
| 6202 | Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $268M | Q1 2026 | 4/29/2026 | 10 |
| 6203 | Stonerise Capital Management, LLC | $268M | Q1 2014 | 5/15/2014 | 11 |
| 6204 | ShawSpring Partners LLC | $268M | Q1 2026 | 5/14/2026 | 12 |
| 6205 | TCFG Investment Advisors, LLC | $267M | Q1 2026 | 5/5/2026 | 274 |
| 6206 | TCFG WEALTH MANAGEMENT, LLC | $267M | Q1 2026 | 4/23/2026 | 274 |
| 6207 | ALEXANDER LABRUNERIE & CO., INC. | $267M | Q1 2026 | 5/18/2026 | 122 |
| 6208 | Packer & Co Ltd | $267M | Q1 2026 | 5/13/2026 | 10 |
| 6209 | EMORY UNIVERSITY | $267M | Q1 2026 | 5/14/2026 | 7 |
| 6210 | Cambridge Financial Group, Inc. | $267M | Q1 2026 | 5/13/2026 | 33 |
| 6211 | Indigo Partners LLC | $267M | Q1 2026 | 5/15/2026 | 2 |
| 6212 | GARGOYLE INVESTMENT ADVISOR L.L.C. | $267M | Q2 2014 | 8/11/2014 | 142 |
| 6213 | TRV GP IV, LLC | $267M | Q1 2026 | 5/7/2026 | 2 |
| 6214 | ACADIA TRUST NA | $267M | Q1 2014 | 5/14/2014 | 76 |
| 6215 | Orland Properties Ltd | $267M | Q1 2026 | 5/6/2026 | 10 |
| 6216 | UNITED BANK, INC. | $267M | Q2 2014 | 7/18/2014 | 117 |
| 6217 | Weinberger Asset Management, Inc | $267M | Q1 2026 | 5/8/2026 | 92 |
| 6218 | GKV Capital Management Co., Inc. | $267M | Q1 2026 | 5/21/2026 | 88 |
| 6219 | SGL Investment Advisors, Inc. | $266M | Q1 2026 | 5/12/2026 | 126 |
| 6220 | FIDUCIARY SERVICES CORP/GA | $266M | Q2 2014 | 8/4/2014 | 157 |
| 6221 | S.A. Mason LLC | $266M | Q1 2026 | 4/27/2026 | 266 |
| 6222 | Moreno Evelyn V | $266M | Q2 2014 | 7/2/2014 | 76 |
| 6223 | Roehl & Yi Investment Advisors, LLC | $266M | Q1 2026 | 5/14/2026 | 180 |
| 6224 | Texas Bank & Trust Co | $266M | Q1 2026 | 4/30/2026 | 176 |
| 6225 | OPTIMUM INVESTMENT ADVISORS | $266M | Q1 2014 | 5/1/2014 | 754 |
| 6226 | Gabalex Capital Management LLC | $266M | Q2 2014 | 8/1/2014 | 14 |
| 6227 | Kemper Corp Master Retirement Trust | $266M | Q1 2014 | 5/12/2014 | 93 |
| 6228 | Strategic Equity Management | $266M | Q1 2026 | 4/21/2026 | 70 |
| 6229 | LECAP ASSET MANAGEMENT LTD | $266M | Q1 2026 | 4/30/2026 | 267 |
| 6230 | Aerodigm Wealth, LLC | $266M | Q1 2026 | 4/21/2026 | 86 |
| 6231 | Tencap Wealth Coaching, LLC | $266M | Q1 2026 | 4/17/2026 | 7 |
| 6232 | Kondo Wealth Advisors, Inc. | $266M | Q1 2026 | 5/11/2026 | 69 |
| 6233 | Weitzel Financial Services, Inc. | $265M | Q1 2026 | 4/29/2026 | 50 |
| 6234 | BUCKHEAD CAPITAL MANAGEMENT LLC | $265M | Q1 2026 | 5/8/2026 | 148 |
| 6235 | Wills Financial Group LLC | $265M | Q1 2026 | 5/14/2026 | 75 |
| 6236 | Alta Fundamental Advisers LLC | $265M | Q1 2026 | 5/5/2026 | 23 |
| 6237 | Crosspoint Capital Strategies, LLC | $265M | Q2 2014 | 7/29/2014 | 511 |
| 6238 | Wind River Trust Co | $265M | Q1 2026 | 5/14/2026 | 11 |
| 6239 | LANDMARK WEALTH MANAGEMENT, INC. | $265M | Q1 2026 | 4/22/2026 | 42 |
| 6240 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | $265M | Q2 2014 | 7/10/2014 | 71 |
| 6241 | Tranquility Partners, LLC | $265M | Q1 2026 | 4/20/2026 | 226 |
| 6242 | BEACON INVESTMENT ADVISORS LLC | $265M | Q1 2026 | 5/14/2026 | 171 |
| 6243 | BEDDOW CAPITAL MANAGEMENT INC | $265M | Q4 2025 | 2/11/2026 | 55 |
| 6244 | NYL Investors LLC | $265M | Q1 2026 | 5/7/2026 | 31 |
| 6245 | RETIREMENT CAPITAL STRATEGIES | $265M | Q1 2026 | 5/14/2026 | 62 |
| 6246 | FWG Holdings, LLC | $265M | Q1 2026 | 4/13/2026 | 125 |
| 6247 | IMZ Advisory Inc | $264M | Q1 2026 | 4/8/2026 | 39 |
| 6248 | FIDELIS iM, LLC | $264M | Q1 2026 | 4/29/2026 | 25 |
| 6249 | Saiph Capital, LLC | $264M | Q1 2026 | 5/12/2026 | 76 |
| 6250 | S SQUARED TECHNOLOGY, LLC | $264M | Q1 2026 | 5/15/2026 | 35 |
| 6251 | Brown Financial Advisors | $264M | Q1 2026 | 5/15/2026 | 209 |
| 6252 | Silphium Asset Management Ltd | $264M | Q1 2026 | 5/5/2026 | 48 |
| 6253 | Fourth Dimension Wealth, LLC | $264M | Q1 2026 | 5/11/2026 | 634 |
| 6254 | Zullo Investment Group, Inc. | $264M | Q1 2026 | 4/15/2026 | 158 |
| 6255 | Ashoka WhiteOak Capital Pte Ltd | $264M | Q1 2026 | 4/20/2026 | 18 |
| 6256 | Cherokee Insurance Co | $263M | Q1 2026 | 4/28/2026 | 121 |
| 6257 | Signature Wealth Management Group | $263M | Q1 2026 | 4/1/2026 | 128 |
| 6258 | Militia Capital Partners, LP | $263M | Q4 2025 | 2/17/2026 | 198 |
| 6259 | Meridian Financial Partners LLC | $263M | Q1 2026 | 4/15/2026 | 121 |
| 6260 | Laurore Ltd | $263M | Q1 2026 | 5/13/2026 | 1 |
| 6261 | Acasta Partners UK LLP | $263M | Q1 2026 | 5/14/2026 | 21 |
| 6262 | Sagil Capital LLP | $263M | Q1 2026 | 5/14/2026 | 19 |
| 6263 | Excelsior Advisor Network LLC | $263M | Q1 2026 | 5/15/2026 | 226 |
| 6264 | DoubleLine ETF Adviser LP | $263M | Q1 2026 | 5/15/2026 | 176 |
| 6265 | Trellis Wealth Advisors LLC | $263M | Q1 2026 | 4/15/2026 | 47 |
| 6266 | Legacy Capital Group California, Inc. | $263M | Q1 2026 | 5/4/2026 | 277 |
| 6267 | Kerrisdale Advisers, LLC | $263M | Q1 2026 | 5/15/2026 | 112 |
| 6268 | 1492 Capital Management LLC | $263M | Q1 2026 | 4/22/2026 | 130 |
| 6269 | Alden Global Capital Ltd | $263M | Q1 2014 | 5/15/2014 | 17 |
| 6270 | Peachtree Investment Partners, LLC | $262M | Q1 2026 | 5/8/2026 | 129 |
| 6271 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $262M | Q1 2026 | 5/5/2026 | 28 |
| 6272 | OUTFITTER ADVISORS, LTD. | $262M | Q2 2014 | 7/28/2014 | 138 |
| 6273 | Legacy Bridge, LLC | $262M | Q1 2026 | 5/14/2026 | 320 |
| 6274 | FIRST CITIZENS INVESTOR SERVICES, INC. | $262M | Q4 2025 | 1/30/2026 | 23 |
| 6275 | Ananym Capital Management, LP | $262M | Q1 2026 | 5/15/2026 | 10 |
| 6276 | HATCH COVE CAPITAL, LLC | $262M | Q1 2026 | 4/15/2026 | 19 |
| 6277 | Three Seasons Wealth, LLC | $262M | Q1 2026 | 5/5/2026 | 187 |
| 6278 | Traveka Wealth, LLC | $262M | Q1 2026 | 4/22/2026 | 186 |
| 6279 | GREEN HOLDINGS LTD | $262M | Q1 2014 | 5/15/2014 | 15 |
| 6280 | Maltin Wealth Management, Inc. | $262M | Q1 2026 | 4/21/2026 | 136 |
| 6281 | Mercuria Capital Strategies, LLC | $262M | Q1 2026 | 5/6/2026 | 31 |
| 6282 | Global Trust Asset Management, LLC | $262M | Q1 2026 | 4/23/2026 | 458 |
| 6283 | DC Investments Management, LLC | $261M | Q1 2026 | 5/14/2026 | 76 |
| 6284 | Dayah Capital LLC | $261M | Q1 2026 | 5/19/2026 | 37 |
| 6285 | Luken Investment Analytics, LLC | $261M | Q1 2026 | 5/12/2026 | 160 |
| 6286 | Casablanca Capital LP | $261M | Q2 2014 | 8/5/2014 | 40 |
| 6287 | HAYS ADVISORY LLC | $261M | Q2 2014 | 7/24/2014 | 16 |
| 6288 | Adaptive Financial Consulting, LLC | $261M | Q1 2026 | 5/5/2026 | 18 |
| 6289 | Tribune Investment Group LP | $261M | Q1 2026 | 5/14/2026 | 30 |
| 6290 | Segantii Capital Management Ltd | $261M | Q2 2014 | 8/7/2014 | 15 |
| 6291 | Gallacher Capital Management LLC | $261M | Q1 2026 | 5/5/2026 | 301 |
| 6292 | ROANOKE ASSET MANAGEMENT CORP/ NY | $261M | Q2 2014 | 8/4/2014 | 118 |
| 6293 | PENNEY FINANCIAL, LLC | $261M | Q1 2026 | 4/22/2026 | 48 |
| 6294 | CRUX WEALTH ADVISORS | $261M | Q1 2026 | 4/24/2026 | 181 |
| 6295 | SOUTHERN MICHIGAN BANK & TRUST | $261M | Q1 2026 | 4/28/2026 | 424 |
| 6296 | NWK Group, Inc. | $261M | Q1 2026 | 5/7/2026 | 66 |
| 6297 | INTREPID CAPITAL MANAGEMENT INC | $261M | Q1 2026 | 5/15/2026 | 106 |
| 6298 | THOMAS STORY & SON LLC | $261M | Q1 2026 | 5/5/2026 | 51 |
| 6299 | Owen LaRue, LLC | $261M | Q1 2026 | 4/30/2026 | 128 |
| 6300 | Lunt Capital Management, Inc. | $260M | Q1 2026 | 5/12/2026 | 97 |
| 6301 | WJ Interests, LLC | $260M | Q1 2026 | 4/20/2026 | 20 |
| 6302 | Stearns Financial Services Group | $260M | Q1 2014 | 5/12/2014 | 102 |
| 6303 | ADAMS STREET PARTNERS LLC | $260M | Q1 2026 | 5/15/2026 | 3 |
| 6304 | MBA Advisors LLC | $260M | Q1 2026 | 4/20/2026 | 146 |
| 6305 | LETSON INVESTMENT MANAGEMENT, INC. | $260M | Q1 2026 | 4/24/2026 | 101 |
| 6306 | FundX Investment Group, LLC | $260M | Q2 2014 | 8/1/2014 | 19 |
| 6307 | Silver Heights Capital Management Inc | $260M | Q1 2026 | 5/13/2026 | 4 |
| 6308 | Bull Oak Capital, LLC | $260M | Q1 2026 | 5/11/2026 | 38 |
| 6309 | HFM Investment Advisors, LLC | $260M | Q1 2026 | 5/1/2026 | 1,210 |
| 6310 | Zebra Capital Management LLC | $260M | Q2 2014 | 7/30/2014 | 237 |
| 6311 | Robertson Opportunity Capital, LLC | $260M | Q1 2026 | 5/12/2026 | 30 |
| 6312 | Bayview Asset Management, LLC | $260M | Q1 2026 | 5/15/2026 | 58 |
| 6313 | MILLER WEALTH ADVISORS, LLC | $260M | Q1 2026 | 5/1/2026 | 117 |
| 6314 | KALEIDOSCOPE CAPITAL LP | $260M | Q1 2026 | 5/11/2026 | 15 |
| 6315 | Sawyer & Company, Inc | $260M | Q1 2026 | 4/23/2026 | 197 |
| 6316 | Bocage Capital, LLC | $260M | Q1 2014 | 5/14/2014 | 18 |
| 6317 | Barbara Oil Co. | $259M | Q1 2026 | 5/13/2026 | 69 |
| 6318 | JDM Financial Group LLC | $259M | Q1 2026 | 5/20/2026 | 318 |
| 6319 | Financial Council, LLC | $259M | Q1 2026 | 4/21/2026 | 101 |
| 6320 | TOEWS CORP /ADV | $259M | Q1 2026 | 5/4/2026 | 6 |
| 6321 | POTENTIA WEALTH | $259M | Q1 2026 | 5/11/2026 | 89 |
| 6322 | BLUESTEM FINANCIAL ADVISORS, LLC | $259M | Q1 2026 | 4/29/2026 | 33 |
| 6323 | Quartz Partners, LLC | $259M | Q1 2026 | 5/5/2026 | 168 |
| 6324 | GREYSTONE INVESTMENT MANAGEMENT LLC | $259M | Q2 2014 | 8/1/2014 | 59 |
| 6325 | Reservoir Operations, L.P. | $259M | Q1 2014 | 5/13/2014 | 31 |
| 6326 | COLRAIN CAPITAL LLC | $259M | Q1 2026 | 5/12/2026 | 26 |
| 6327 | NewGen Asset Management Ltd | $259M | Q1 2026 | 5/8/2026 | 30 |
| 6328 | Codex Capital Asset Management L.L.C. | $259M | Q1 2026 | 4/16/2026 | 31 |
| 6329 | HMS Capital Management, LLC | $259M | Q1 2026 | 4/22/2026 | 113 |
| 6330 | BEACON FINANCIAL PLANNING, INC | $258M | Q1 2026 | 4/22/2026 | 76 |
| 6331 | Glass Wealth Management Co LLC | $258M | Q1 2026 | 5/1/2026 | 67 |
| 6332 | Waterfront Capital Partners, LLC | $258M | Q2 2014 | 8/11/2014 | 45 |
| 6333 | MENDON CAPITAL ADVISORS CORP | $258M | Q1 2026 | 5/15/2026 | 53 |
| 6334 | OMC Financial Services LTD | $258M | Q1 2026 | 4/30/2026 | 64 |
| 6335 | Stash Investments, LLC | $258M | Q1 2026 | 4/2/2026 | 5 |
| 6336 | TrustBank | $258M | Q1 2026 | 5/4/2026 | 154 |
| 6337 | AAFMAA Wealth Management & Trust LLC | $258M | Q1 2026 | 4/8/2026 | 96 |
| 6338 | First Affirmative Financial Network | $258M | Q1 2026 | 5/11/2026 | 325 |
| 6339 | Shelter Ins Profit Sharing | $258M | Q2 2014 | 7/22/2014 | 44 |
| 6340 | Carroll Advisory Group, LLC | $258M | Q1 2026 | 4/22/2026 | 68 |
| 6341 | AGF Investments America Inc. | $258M | Q2 2014 | 7/30/2014 | 79 |
| 6342 | AMS Capital Ltda | $257M | Q1 2026 | 4/7/2026 | 15 |
| 6343 | TOWLE & CO | $257M | Q1 2026 | 5/14/2026 | 54 |
| 6344 | RHO CAPITAL PARTNERS INC | $257M | Q2 2014 | 7/22/2014 | 6 |
| 6345 | Cruiser Capital Advisors, LLC | $257M | Q1 2026 | 5/15/2026 | 53 |
| 6346 | ADW Capital Management, LLC | $257M | Q1 2026 | 5/15/2026 | 11 |
| 6347 | HILLMAN CO | $257M | Q1 2026 | 4/23/2026 | 14 |
| 6348 | GATE CITY CAPITAL MANAGEMENT, LLC | $257M | Q1 2026 | 5/15/2026 | 16 |
| 6349 | Eagle Bluffs Wealth Management LLC | $257M | Q1 2026 | 4/24/2026 | 80 |
| 6350 | Houlihan Financial Resource Group, Ltd. | $257M | Q1 2026 | 4/29/2026 | 109 |
| 6351 | Palisades Hudson Asset Management, L.P. | $257M | Q1 2026 | 5/7/2026 | 108 |
| 6352 | AXA S.A. | $256M | Q1 2026 | 5/15/2026 | 75 |
| 6353 | SECURITY NATIONAL TRUST CO | $256M | Q2 2014 | 7/14/2014 | 533 |
| 6354 | Giralda Advisors, LLC | $256M | Q1 2014 | 5/8/2014 | 10 |
| 6355 | Grunden Financial Advisory, Inc. | $256M | Q4 2025 | 1/27/2026 | 35 |
| 6356 | Corigliano Investment Advisers, LLC | $256M | Q1 2026 | 5/15/2026 | 37 |
| 6357 | Krensavage Asset Management, LLC | $256M | Q1 2026 | 5/14/2026 | 20 |
| 6358 | Trueblood Wealth Management, LLC | $256M | Q1 2026 | 4/21/2026 | 256 |
| 6359 | Peirce Capital Management, LLC | $256M | Q1 2026 | 4/20/2026 | 43 |
| 6360 | Highlander Partners, L.P. | $256M | Q1 2026 | 4/14/2026 | 45 |
| 6361 | CUMBERLAND ADVISORS INC | $255M | Q1 2026 | 4/27/2026 | 48 |
| 6362 | Western Financial Corp/CA | $255M | Q1 2026 | 4/22/2026 | 127 |
| 6363 | Agate Pass Investment Management, LLC | $255M | Q1 2026 | 4/7/2026 | 105 |
| 6364 | KENNEDY INVESTMENT GROUP, INC. | $255M | Q1 2026 | 4/22/2026 | 135 |
| 6365 | 2Xideas AG | $255M | Q1 2026 | 5/11/2026 | 47 |
| 6366 | Caldwell Investment Management Ltd. | $255M | Q1 2026 | 5/14/2026 | 57 |
| 6367 | Juno Financial Group LLC | $255M | Q1 2026 | 5/6/2026 | 70 |
| 6368 | Palisades Investment Partners, LLC | $255M | Q1 2026 | 4/30/2026 | 51 |
| 6369 | Wrenne Financial Planning LLC | $255M | Q1 2026 | 5/14/2026 | 49 |
| 6370 | Long Road Investment Counsel, LLC | $255M | Q1 2026 | 5/8/2026 | 78 |
| 6371 | Garner Asset Management Corp | $255M | Q1 2026 | 4/28/2026 | 156 |
| 6372 | TIEMANN INVESTMENT ADVISORS, LLC | $255M | Q1 2026 | 5/12/2026 | 204 |
| 6373 | Capital Directions Investment Advisors, LLC | $255M | Q1 2014 | 5/12/2014 | 60 |
| 6374 | Cowen Prime Services LLC | $255M | Q2 2014 | 8/8/2014 | 274 |
| 6375 | Westwood Wealth Management | $255M | Q1 2026 | 5/11/2026 | 42 |
| 6376 | Choice Wealth Advisors LLC | $255M | Q1 2026 | 4/8/2026 | 35 |
| 6377 | Vermillion Wealth Management, Inc. | $255M | Q1 2026 | 4/17/2026 | 1,563 |
| 6378 | Incline Global Management LLC | $255M | Q1 2026 | 5/15/2026 | 24 |
| 6379 | Left Brain Wealth Management, LLC | $255M | Q1 2026 | 4/30/2026 | 79 |
| 6380 | Tenon Financial LLC | $255M | Q1 2026 | 4/21/2026 | 54 |
| 6381 | Integrity Wealth Solutions LLC | $255M | Q1 2026 | 5/4/2026 | 130 |
| 6382 | FIRST FINANCIAL CORP /IN/ | $255M | Q1 2026 | 4/7/2026 | 303 |
| 6383 | LifePlan Investment Advisors, Inc. | $254M | Q1 2026 | 5/14/2026 | 122 |
| 6384 | 1776 Wealth LLC | $254M | Q1 2026 | 5/8/2026 | 146 |
| 6385 | TORQUE ASSET MANAGEMENT LLC | $254M | Q1 2026 | 5/15/2026 | 12 |
| 6386 | Beach Point Capital Management LP | $254M | Q1 2026 | 4/20/2026 | 11 |
| 6387 | GRATRY & Co LLC | $254M | Q2 2014 | 7/31/2014 | 64 |
| 6388 | Wealth Quarterback LLC | $254M | Q1 2026 | 4/9/2026 | 163 |
| 6389 | LHM, INC. | $254M | Q1 2026 | 5/14/2026 | 22 |
| 6390 | Ransom Advisory, Ltd | $254M | Q4 2025 | 1/6/2026 | 433 |
| 6391 | KSA CAPITAL MANAGEMENT, LLC | $254M | Q1 2014 | 5/15/2014 | 43 |
| 6392 | Selby Wealth Management, LLC | $254M | Q1 2026 | 4/8/2026 | 81 |
| 6393 | Madden Advisory Services, Inc. | $254M | Q1 2026 | 5/11/2026 | 108 |
| 6394 | Sellwood Investment Partners LLC | $254M | Q1 2026 | 4/23/2026 | 59 |
| 6395 | Eagle Capital Management, LLC | $254M | Q1 2026 | 4/20/2026 | 49 |
| 6396 | MorganRosel Wealth Management, LLC | $254M | Q1 2026 | 5/6/2026 | 103 |
| 6397 | TL Private Wealth | $253M | Q1 2026 | 4/13/2026 | 44 |
| 6398 | Shore Point Advisors, LLC | $253M | Q1 2026 | 4/8/2026 | 76 |
| 6399 | Phoenix Wealth Advisors | $253M | Q1 2026 | 4/22/2026 | 126 |
| 6400 | D.C. Capital Advisors, Ltd | $253M | Q1 2014 | 5/14/2014 | 18 |