Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6201 | Bond Capital Management, LP | $305M | Q2 2026 | 8/14/2026 | 5 |
| 6202 | Texas Bank & Trust Co | $305M | Q2 2026 | 7/31/2026 | 185 |
| 6203 | ACCESS FINANCIAL SERVICES, INC. | $305M | Q2 2026 | 7/16/2026 | 103 |
| 6204 | Borer Denton & Associates, Inc. | $305M | Q2 2026 | 7/27/2026 | 74 |
| 6205 | Allred Capital Management, LLC | $305M | Q2 2026 | 8/12/2026 | 162 |
| 6206 | Carroll Advisory Group, LLC | $305M | Q2 2026 | 7/23/2026 | 74 |
| 6207 | TIGER MANAGEMENT L.L.C. | $304M | Q1 2014 | 5/15/2014 | 56 |
| 6208 | IronBridge Private Wealth, LLC | $304M | Q2 2026 | 8/13/2026 | 47 |
| 6209 | ARROWGRASS CAPITAL PARTNERS LLP | $304M | Q1 2014 | 5/15/2014 | 21 |
| 6210 | GRAND JEAN CAPITAL MANAGEMENT INC | $304M | Q2 2014 | 8/6/2014 | 40 |
| 6211 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $304M | Q2 2026 | 8/14/2026 | 27 |
| 6212 | Roehl & Yi Investment Advisors, LLC | $304M | Q2 2026 | 8/13/2026 | 194 |
| 6213 | Cubic Asset Management, LLC | $304M | Q2 2014 | 7/29/2014 | 151 |
| 6214 | Sagard Capital Partners Management Corp | $304M | Q1 2014 | 5/15/2014 | 8 |
| 6215 | EXCALIBUR MANAGEMENT CORP | $303M | Q2 2026 | 8/3/2026 | 175 |
| 6216 | Carmel Capital Partners, LLC | $303M | Q2 2026 | 7/29/2026 | 148 |
| 6217 | Four Tree Island Advisory LLC | $303M | Q2 2026 | 8/7/2026 | 24 |
| 6218 | First Western Capital Management Co | $303M | Q2 2014 | 7/23/2014 | 123 |
| 6219 | Brick & Kyle, Associates | $303M | Q2 2026 | 8/6/2026 | 96 |
| 6220 | David Kennon Inc | $303M | Q2 2026 | 7/22/2026 | 45 |
| 6221 | First Dallas Securities Inc. | $303M | Q2 2026 | 8/3/2026 | 125 |
| 6222 | DIALECTIC CAPITAL MANAGEMENT, LP | $303M | Q1 2014 | 5/15/2014 | 155 |
| 6223 | MONROE BANK & TRUST/MI | $302M | Q2 2014 | 7/31/2014 | 311 |
| 6224 | Winslow, Evans & Crocker, Inc. | $302M | Q2 2014 | 7/16/2014 | 1,298 |
| 6225 | LANDMARK WEALTH MANAGEMENT, INC. | $302M | Q2 2026 | 8/5/2026 | 44 |
| 6226 | 44 WEALTH MANAGEMENT LLC | $302M | Q2 2026 | 8/14/2026 | 184 |
| 6227 | Rede Wealth, LLC | $302M | Q2 2026 | 8/3/2026 | 117 |
| 6228 | Armstrong, Fleming & Moore, Inc | $302M | Q2 2026 | 7/28/2026 | 115 |
| 6229 | Jackson Creek Investment Advisors LLC | $302M | Q2 2026 | 8/10/2026 | 312 |
| 6230 | OMC Financial Services LTD | $302M | Q2 2026 | 8/6/2026 | 61 |
| 6231 | Manatuck Hill Partners, LLC | $302M | Q2 2026 | 8/14/2026 | 129 |
| 6232 | E Fund Management (Hong Kong) Co., Ltd. | $302M | Q2 2026 | 7/22/2026 | 551 |
| 6233 | BCU Wealth Advisors, LLC | $301M | Q2 2026 | 7/14/2026 | 63 |
| 6234 | ACT Advisors, LLC. | $301M | Q2 2026 | 7/22/2026 | 84 |
| 6235 | Traveka Wealth, LLC | $301M | Q2 2026 | 7/21/2026 | 199 |
| 6236 | FLIPPIN BRUCE & PORTER INC | $301M | Q2 2014 | 8/4/2014 | 77 |
| 6237 | Valence8 US LP | $300M | Q2 2026 | 8/6/2026 | 15 |
| 6238 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $300M | Q2 2026 | 7/21/2026 | 199 |
| 6239 | RASP WEALTH SOLUTIONS, LLC | $300M | Q2 2026 | 8/11/2026 | 97 |
| 6240 | Prosperity Wealth Management, Inc. | $300M | Q4 2025 | 3/27/2026 | 251 |
| 6241 | Caerus Investment Advisors, LLC | $300M | Q2 2026 | 8/14/2026 | 339 |
| 6242 | Bull Oak Capital, LLC | $300M | Q2 2026 | 8/10/2026 | 40 |
| 6243 | Rainwater Charitable Foundation | $300M | Q2 2026 | 7/20/2026 | 4 |
| 6244 | BREACH INLET CAPITAL MANAGEMENT, LLC | $300M | Q2 2026 | 8/14/2026 | 10 |
| 6245 | Sculati Wealth Management, LLC | $300M | Q2 2026 | 7/21/2026 | 123 |
| 6246 | Nutshell Asset Management Ltd | $300M | Q2 2026 | 8/12/2026 | 45 |
| 6247 | Financial Symmetry Inc | $300M | Q2 2026 | 7/14/2026 | 68 |
| 6248 | Callan Capital, LLC | $300M | Q1 2014 | 5/8/2014 | 55 |
| 6249 | Martin Investment Management, LLC | $300M | Q2 2026 | 7/17/2026 | 47 |
| 6250 | Eagle Bluffs Wealth Management LLC | $299M | Q2 2026 | 8/6/2026 | 86 |
| 6251 | Avanda Investment Management Pte. Ltd. | $299M | Q2 2026 | 8/11/2026 | 39 |
| 6252 | ACORN CREEK CAPITAL LLC | $299M | Q2 2026 | 8/6/2026 | 87 |
| 6253 | Kondo Wealth Advisors, Inc. | $299M | Q2 2026 | 7/21/2026 | 75 |
| 6254 | Woodward Financial Advisors, Inc. | $299M | Q2 2026 | 8/14/2026 | 66 |
| 6255 | Maltin Wealth Management, Inc. | $299M | Q2 2026 | 7/22/2026 | 146 |
| 6256 | Schear Investment Advisers, LLC | $299M | Q2 2026 | 7/27/2026 | 83 |
| 6257 | C.V. Starr & Co., Inc. Trust | $299M | Q2 2014 | 8/7/2014 | 29 |
| 6258 | Baystate Wealth Management LLC | $299M | Q2 2014 | 7/2/2014 | 53 |
| 6259 | Glass Wealth Management Co LLC | $299M | Q2 2026 | 7/30/2026 | 69 |
| 6260 | HighMark Wealth Management LLC | $299M | Q2 2026 | 8/12/2026 | 565 |
| 6261 | Buckingham Capital Management, Inc. | $298M | Q1 2014 | 5/13/2014 | 171 |
| 6262 | Highlander Partners, L.P. | $298M | Q2 2026 | 7/28/2026 | 44 |
| 6263 | SEARCY FINANCIAL SERVICES INC /ADV | $298M | Q2 2026 | 7/17/2026 | 27 |
| 6264 | LOEB PARTNERS CORP | $298M | Q1 2014 | 5/13/2014 | 176 |
| 6265 | Sawyer & Company, Inc | $298M | Q2 2026 | 7/23/2026 | 202 |
| 6266 | Strategic Equity Management | $298M | Q2 2026 | 8/10/2026 | 65 |
| 6267 | Sinvest Investments II Ltd. | $298M | Q2 2026 | 8/7/2026 | 1 |
| 6268 | SVF Sponsor III (DE) LLC | $297M | Q1 2026 | 5/15/2026 | 1 |
| 6269 | Bluescape Energy Partners LLC | $297M | Q2 2026 | 8/14/2026 | 4 |
| 6270 | Hefren-Tillotson, Inc. | $297M | Q2 2014 | 7/29/2014 | 10 |
| 6271 | MPM ASSET MANAGEMENT LLC | $297M | Q2 2014 | 7/17/2014 | 14 |
| 6272 | Barbara Oil Co. | $297M | Q2 2026 | 8/13/2026 | 73 |
| 6273 | MBA Advisors LLC | $297M | Q2 2026 | 7/28/2026 | 166 |
| 6274 | Leonetti & Associates, LLC | $297M | Q1 2014 | 5/15/2014 | 35 |
| 6275 | Vertrix Wealth Management, LLC | $297M | Q2 2026 | 7/9/2026 | 103 |
| 6276 | Foundry Financial LLC | $297M | Q2 2026 | 7/21/2026 | 86 |
| 6277 | TCFG Investment Advisors, LLC | $297M | Q2 2026 | 7/17/2026 | 299 |
| 6278 | Dayah Capital LLC | $297M | Q2 2026 | 8/14/2026 | 31 |
| 6279 | HF Capital, LLC | $297M | Q2 2026 | 8/11/2026 | 5 |
| 6280 | Silphium Asset Management Ltd | $297M | Q2 2026 | 7/30/2026 | 55 |
| 6281 | Phoenix Wealth Advisors | $297M | Q2 2026 | 7/31/2026 | 129 |
| 6282 | Altura Wealth Advisors Inc. | $297M | Q2 2026 | 7/22/2026 | 84 |
| 6283 | Rail-Splitter Capital Management, LLC | $297M | Q2 2014 | 7/10/2014 | 38 |
| 6284 | Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $297M | Q2 2026 | 7/16/2026 | 10 |
| 6285 | SHRIER WEALTH MANAGEMENT, LLC | $296M | Q2 2026 | 7/9/2026 | 134 |
| 6286 | CONTINUUM WEALTH ADVISORS, LLC | $296M | Q2 2026 | 7/21/2026 | 82 |
| 6287 | MorganRosel Wealth Management, LLC | $296M | Q2 2026 | 8/14/2026 | 104 |
| 6288 | Vernal Point Advisors, LLC | $296M | Q2 2026 | 8/14/2026 | 20 |
| 6289 | Wind River Trust Co | $296M | Q2 2026 | 8/14/2026 | 12 |
| 6290 | Wrenne Financial Planning LLC | $296M | Q2 2026 | 7/27/2026 | 60 |
| 6291 | Charter Bridge Capital Management, L.P. | $296M | Q1 2014 | 5/14/2014 | 32 |
| 6292 | Aerodigm Wealth, LLC | $296M | Q2 2026 | 8/4/2026 | 90 |
| 6293 | Cornerstone National Bank & Trust Co | $296M | Q2 2026 | 7/21/2026 | 216 |
| 6294 | Adirondack Research & Management Inc. | $296M | Q2 2014 | 8/8/2014 | 99 |
| 6295 | PJT Investments Corp. | $296M | Q2 2026 | 8/13/2026 | 10 |
| 6296 | Investment Research Partners LLC | $295M | Q2 2026 | 8/4/2026 | 278 |
| 6297 | HORAN CAPITAL MANAGEMENT | $295M | Q2 2014 | 7/23/2014 | 37 |
| 6298 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | $295M | Q2 2026 | 8/7/2026 | 1 |
| 6299 | COLRAIN CAPITAL LLC | $295M | Q2 2026 | 8/5/2026 | 25 |
| 6300 | Western Standard LLC | $295M | Q2 2026 | 8/10/2026 | 27 |
| 6301 | TOWLE & CO | $295M | Q2 2026 | 8/11/2026 | 59 |
| 6302 | Clarus Group, Inc. | $295M | Q2 2026 | 7/24/2026 | 127 |
| 6303 | Union Heritage Capital, LLC | $295M | Q2 2026 | 8/14/2026 | 65 |
| 6304 | Decatur Capital Management, Inc. | $295M | Q2 2026 | 8/14/2026 | 53 |
| 6305 | Nepsis Inc. | $295M | Q2 2026 | 7/14/2026 | 28 |
| 6306 | Bastion Asset Management Inc. | $295M | Q2 2026 | 8/10/2026 | 54 |
| 6307 | Advisory Solutions Group, LLC | $295M | Q2 2026 | 7/29/2026 | 206 |
| 6308 | KENNEDY INVESTMENT GROUP, INC. | $295M | Q2 2026 | 7/30/2026 | 146 |
| 6309 | TrustBank | $295M | Q2 2026 | 7/20/2026 | 175 |
| 6310 | BEACON FINANCIAL PLANNING, INC | $295M | Q2 2026 | 8/6/2026 | 85 |
| 6311 | Torrey Growth & Income Advisors | $294M | Q2 2026 | 7/27/2026 | 108 |
| 6312 | Investor's Fiduciary Advisor Network, LLC | $294M | Q2 2026 | 8/13/2026 | 219 |
| 6313 | Mainsail Financial Group, LLC | $294M | Q2 2026 | 7/15/2026 | 72 |
| 6314 | Intrepid Financial Planning Group LLC | $294M | Q2 2026 | 8/12/2026 | 135 |
| 6315 | Landing Point Financial Group, LLC | $294M | Q2 2026 | 8/6/2026 | 99 |
| 6316 | Weitzel Financial Services, Inc. | $294M | Q2 2026 | 7/14/2026 | 51 |
| 6317 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $294M | Q2 2026 | 7/21/2026 | 143 |
| 6318 | Veridan Wealth LLC | $294M | Q2 2026 | 8/10/2026 | 86 |
| 6319 | WOOD ASSET MANAGEMENT INC | $294M | Q2 2014 | 7/15/2014 | 61 |
| 6320 | Summit Creek Advisors LLC | $294M | Q2 2026 | 8/7/2026 | 64 |
| 6321 | Breakwater Investment Management | $294M | Q2 2026 | 8/6/2026 | 600 |
| 6322 | Decker Retirement Planning Inc. | $294M | Q2 2026 | 7/16/2026 | 441 |
| 6323 | AVISO WEALTH MANAGEMENT | $294M | Q2 2026 | 8/4/2026 | 144 |
| 6324 | Meridian Financial Partners LLC | $293M | Q2 2026 | 7/24/2026 | 119 |
| 6325 | DC Investments Management, LLC | $293M | Q2 2026 | 8/14/2026 | 55 |
| 6326 | Wealth Advisors Northwest LLC | $293M | Q2 2026 | 7/14/2026 | 65 |
| 6327 | FIDELIS iM, LLC | $293M | Q2 2026 | 7/22/2026 | 27 |
| 6328 | Prudent Man Investment Management, Inc. | $293M | Q2 2026 | 7/28/2026 | 169 |
| 6329 | Zullo Investment Group, Inc. | $293M | Q2 2026 | 7/31/2026 | 157 |
| 6330 | LHM, INC. | $293M | Q2 2026 | 8/12/2026 | 24 |
| 6331 | Colorado Capital Management, Inc. | $293M | Q2 2026 | 7/8/2026 | 101 |
| 6332 | Stonehearth Capital Management, LLC | $293M | Q2 2026 | 7/7/2026 | 94 |
| 6333 | Samjo Management, LLC | $293M | Q2 2026 | 8/14/2026 | 58 |
| 6334 | TIGER VEDA MANAGEMENT LLC | $293M | Q1 2014 | 5/15/2014 | 18 |
| 6335 | Bay Rivers Group | $293M | Q2 2026 | 7/9/2026 | 126 |
| 6336 | Pacifica Capital Investments, LLC | $293M | Q2 2026 | 8/12/2026 | 15 |
| 6337 | Eagle Capital Management, LLC | $293M | Q2 2026 | 7/13/2026 | 50 |
| 6338 | JDM Financial Group LLC | $293M | Q2 2026 | 8/17/2026 | 332 |
| 6339 | HHG & Company, LLC | $293M | Q1 2014 | 4/29/2014 | 172 |
| 6340 | Abbot Financial Management, Inc. | $293M | Q2 2026 | 8/6/2026 | 141 |
| 6341 | Muzinich & Co., Inc. | $293M | Q2 2026 | 7/27/2026 | 38 |
| 6342 | Archer Investment Management, LLC | $293M | Q2 2026 | 7/7/2026 | 110 |
| 6343 | WITTENBERG INVESTMENT MANAGEMENT, INC. | $292M | Q2 2026 | 8/12/2026 | 78 |
| 6344 | SALZHAUER MICHAEL | $292M | Q2 2026 | 7/20/2026 | 89 |
| 6345 | Marathon Wealth Advisors LLC | $292M | Q2 2026 | 9/11/2026 | 76 |
| 6346 | PineBridge Investments Asia Ltd | $292M | Q2 2026 | 8/13/2026 | 7 |
| 6347 | Heathbridge Capital Management Ltd. | $292M | Q2 2026 | 7/28/2026 | 28 |
| 6348 | Shore Point Advisors, LLC | $292M | Q2 2026 | 7/14/2026 | 77 |
| 6349 | ADVISORTRUST PARTNERS, LLC | $292M | Q2 2026 | 8/10/2026 | 199 |
| 6350 | Freshford Capital Management, LLC | $292M | Q2 2026 | 8/14/2026 | 22 |
| 6351 | SWAN Capital LLC | $292M | Q2 2026 | 8/13/2026 | 580 |
| 6352 | Solstein Capital, LLC | $292M | Q2 2026 | 8/12/2026 | 434 |
| 6353 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $292M | Q2 2026 | 7/30/2026 | 32 |
| 6354 | BUCKHEAD CAPITAL MANAGEMENT LLC | $292M | Q2 2026 | 8/6/2026 | 149 |
| 6355 | FIDELITY D & D BANCORP INC | $291M | Q2 2026 | 8/5/2026 | 116 |
| 6356 | Spear Advisors LLC | $291M | Q2 2026 | 8/14/2026 | 28 |
| 6357 | Trellis Wealth Advisors LLC | $291M | Q2 2026 | 7/15/2026 | 49 |
| 6358 | Yiheng Capital Management, L.P. | $291M | Q2 2026 | 8/14/2026 | 28 |
| 6359 | Napean Trading & Investment Co (Singapore) PTE Ltd | $291M | Q2 2026 | 8/12/2026 | 16 |
| 6360 | HS Management Partners, LLC | $291M | Q2 2026 | 8/6/2026 | 24 |
| 6361 | IRIDIAN ASSET MANAGEMENT LLC/CT | $291M | Q2 2026 | 7/29/2026 | 41 |
| 6362 | Maloon Powers Pitre Higgins & Dennehy, LLC | $291M | Q2 2026 | 8/13/2026 | 147 |
| 6363 | Chautauqua Capital Management | $291M | Q2 2014 | 8/1/2014 | 27 |
| 6364 | Tranquility Partners, LLC | $291M | Q2 2026 | 7/23/2026 | 232 |
| 6365 | ARCH CAPITAL GROUP LTD. | $291M | Q2 2026 | 8/4/2026 | 4 |
| 6366 | POWER WEALTH MANAGEMENT LLC | $291M | Q2 2026 | 8/3/2026 | 118 |
| 6367 | AMS Capital Ltda | $291M | Q2 2026 | 8/6/2026 | 14 |
| 6368 | Shared Vision Wealth Group LLC | $291M | Q2 2026 | 7/31/2026 | 114 |
| 6369 | Evelyn Partners Investment Management (Europe) Ltd | $291M | Q1 2026 | 5/15/2026 | 187 |
| 6370 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $291M | Q2 2026 | 7/20/2026 | 16 |
| 6371 | LifePlan Investment Advisors, Inc. | $291M | Q2 2026 | 8/11/2026 | 131 |
| 6372 | Visualize Group LP | $291M | Q2 2026 | 8/14/2026 | 11 |
| 6373 | Veritas Investment Management LLP | $290M | Q2 2014 | 8/11/2014 | 74 |
| 6374 | Nokomis Capital, L.L.C. | $290M | Q2 2026 | 8/21/2026 | 55 |
| 6375 | Bayberry Capital Partners LP | $290M | Q2 2026 | 8/14/2026 | 27 |
| 6376 | NerdWallet Wealth Partners, LLC | $290M | Q2 2026 | 7/7/2026 | 69 |
| 6377 | Foresite Capital Management IV, LLC | $290M | Q2 2026 | 8/14/2026 | 6 |
| 6378 | Kite Lake Capital Management (UK) LLP | $290M | Q2 2026 | 8/14/2026 | 9 |
| 6379 | SGL Investment Advisors, Inc. | $290M | Q2 2026 | 8/11/2026 | 131 |
| 6380 | MCCARTER PRIVATE WEALTH SERVICES LLC | $290M | Q2 2026 | 8/5/2026 | 179 |
| 6381 | RESOLUTE CAPITAL, LLC | $290M | Q2 2026 | 7/29/2026 | 72 |
| 6382 | VIEWPOINT INVESTMENT PARTNERS CORP | $290M | Q2 2026 | 7/15/2026 | 127 |
| 6383 | BOURNE LENT ASSET MANAGEMENT INC | $289M | Q2 2026 | 7/29/2026 | 65 |
| 6384 | IRONWOOD INVESTMENT MANAGEMENT LLC | $289M | Q2 2026 | 8/14/2026 | 177 |
| 6385 | FCG Investment Co | $289M | Q2 2026 | 7/13/2026 | 118 |
| 6386 | SPECTRUM ADVISORY SERVICES INC | $289M | Q2 2014 | 8/4/2014 | 170 |
| 6387 | Towerpoint Wealth, LLC | $289M | Q2 2026 | 7/9/2026 | 115 |
| 6388 | FIRST FINANCIAL CORP /IN/ | $289M | Q2 2026 | 7/7/2026 | 295 |
| 6389 | DRAVO BAY LLC | $289M | Q2 2026 | 8/11/2026 | 51 |
| 6390 | Autus Asset Management, LLC | $289M | Q2 2014 | 8/1/2014 | 120 |
| 6391 | Codex Capital Asset Management L.L.C. | $289M | Q2 2026 | 7/27/2026 | 33 |
| 6392 | WETZEL INVESTMENT ADVISORS, INC. | $289M | Q2 2026 | 7/23/2026 | 139 |
| 6393 | STABLEFORD CAPITAL II LLC | $289M | Q2 2026 | 7/6/2026 | 147 |
| 6394 | Evanston Investments, Inc., dba Evanston Advisors | $289M | Q2 2014 | 7/25/2014 | 61 |
| 6395 | CRUX WEALTH ADVISORS | $289M | Q2 2026 | 7/21/2026 | 192 |
| 6396 | NEW ENGLAND SECURITIES CORP /MA/ | $288M | Q2 2014 | 8/4/2014 | 1,767 |
| 6397 | Equinox Fund Management LLC | $288M | Q4 2013 | 3/7/2014 | 4 |
| 6398 | FWG Holdings, LLC | $288M | Q2 2026 | 8/13/2026 | 127 |
| 6399 | RETIREMENT CAPITAL STRATEGIES | $288M | Q2 2026 | 8/13/2026 | 68 |
| 6400 | American Research & Management Co. | $288M | Q2 2014 | 7/15/2014 | 390 |