Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6201 | Colorado Capital Management, Inc. | $266M | Q4 2025 | 1/23/2026 | 105 |
| 6202 | Tanglewood Legacy Advisors, LLC | $266M | Q4 2025 | 2/6/2026 | 267 |
| 6203 | Moreno Evelyn V | $266M | Q2 2014 | 7/2/2014 | 76 |
| 6204 | Blackhawk Capital Partners, LLC | $266M | Q4 2025 | 2/4/2026 | 149 |
| 6205 | OPTIMUM INVESTMENT ADVISORS | $266M | Q1 2014 | 5/1/2014 | 754 |
| 6206 | Gabalex Capital Management LLC | $266M | Q2 2014 | 8/1/2014 | 14 |
| 6207 | Kemper Corp Master Retirement Trust | $266M | Q1 2014 | 5/12/2014 | 93 |
| 6208 | SEAVIEW INVESTMENT MANAGERS LLC | $266M | Q4 2025 | 2/9/2026 | 71 |
| 6209 | Triton Wealth Management, PLLC | $266M | Q4 2025 | 2/5/2026 | 126 |
| 6210 | 1776 Wealth LLC | $266M | Q4 2025 | 2/11/2026 | 141 |
| 6211 | Powers Advisory Group, LLC | $266M | Q4 2025 | 1/22/2026 | 126 |
| 6212 | Altman Advisors, Inc. | $265M | Q4 2025 | 2/4/2026 | 95 |
| 6213 | Members Advisory Group LLC | $265M | Q4 2025 | 1/27/2026 | 31 |
| 6214 | Crosspoint Capital Strategies, LLC | $265M | Q2 2014 | 7/29/2014 | 511 |
| 6215 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | $265M | Q2 2014 | 7/10/2014 | 71 |
| 6216 | KENNEDY INVESTMENT GROUP | $265M | Q4 2025 | 2/6/2026 | 140 |
| 6217 | Summit Investment Advisory Services, LLC | $265M | Q4 2025 | 2/4/2026 | 82 |
| 6218 | STONEBRIDGE CAPITAL MANAGEMENT INC | $265M | Q2 2014 | 7/16/2014 | 188 |
| 6219 | Biltmore Wealth Management, LLC | $265M | Q4 2025 | 1/16/2026 | 59 |
| 6220 | BEDDOW CAPITAL MANAGEMENT INC | $265M | Q4 2025 | 2/11/2026 | 55 |
| 6221 | HG Vora Capital Management, LLC | $265M | Q4 2025 | 2/17/2026 | 7 |
| 6222 | LANDMARK WEALTH MANAGEMENT, INC. | $265M | Q4 2025 | 2/13/2026 | 39 |
| 6223 | Palisades Investment Partners, LLC | $265M | Q4 2025 | 1/20/2026 | 51 |
| 6224 | GE INVESTMENT MANAGEMENT CORP. | $265M | Q4 2025 | 2/17/2026 | 4 |
| 6225 | Envision Financial Planning, LLC | $265M | Q4 2025 | 2/17/2026 | 47 |
| 6226 | United Community Bank | $264M | Q4 2025 | 1/30/2026 | 552 |
| 6227 | Lunate Capital Ltd | $264M | Q4 2025 | 1/23/2026 | 6 |
| 6228 | Tencap Wealth Coaching, LLC | $264M | Q4 2025 | 2/11/2026 | 7 |
| 6229 | Silchester International Investors LLP | $264M | Q4 2025 | 1/14/2026 | 3 |
| 6230 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $264M | Q4 2025 | 2/11/2026 | 181 |
| 6231 | Long Road Investment Counsel, LLC | $264M | Q4 2025 | 2/4/2026 | 79 |
| 6232 | ADAMS STREET PARTNERS LLC | $264M | Q4 2025 | 2/13/2026 | 5 |
| 6233 | CURA WEALTH ADVISORS, LLC | $264M | Q4 2025 | 1/23/2026 | 141 |
| 6234 | CUMBERLAND ADVISORS INC | $264M | Q4 2025 | 2/2/2026 | 49 |
| 6235 | Lineage Point Capital LP | $264M | Q4 2025 | 2/26/2026 | 169 |
| 6236 | FWG Holdings, LLC | $263M | Q4 2025 | 2/2/2026 | 127 |
| 6237 | Signature Wealth Management Group | $263M | Q1 2026 | 4/1/2026 | 128 |
| 6238 | Militia Capital Partners, LP | $263M | Q4 2025 | 2/17/2026 | 198 |
| 6239 | AF Advisors, Inc. | $263M | Q4 2025 | 2/6/2026 | 29 |
| 6240 | Intrepid Financial Planning Group LLC | $263M | Q4 2025 | 2/13/2026 | 122 |
| 6241 | Houlihan Financial Resource Group, Ltd. | $263M | Q4 2025 | 2/10/2026 | 109 |
| 6242 | Owen LaRue, LLC | $263M | Q4 2025 | 2/5/2026 | 120 |
| 6243 | Wheelhouse Advisory Group LLC | $263M | Q4 2025 | 1/29/2026 | 49 |
| 6244 | Camarda Financial Advisors, LLC | $263M | Q4 2025 | 2/17/2026 | 102 |
| 6245 | Ashoka WhiteOak Capital Pte Ltd | $263M | Q4 2025 | 2/4/2026 | 17 |
| 6246 | Carnegie Lake Advisors LLC | $263M | Q4 2025 | 2/10/2026 | 165 |
| 6247 | Alden Global Capital Ltd | $263M | Q1 2014 | 5/15/2014 | 17 |
| 6248 | Fluent Financial, LLC | $262M | Q4 2025 | 1/14/2026 | 57 |
| 6249 | OUTFITTER ADVISORS, LTD. | $262M | Q2 2014 | 7/28/2014 | 138 |
| 6250 | REDW Wealth LLC | $262M | Q4 2025 | 1/28/2026 | 102 |
| 6251 | FIRST CITIZENS INVESTOR SERVICES, INC. | $262M | Q4 2025 | 1/30/2026 | 23 |
| 6252 | GREEN HOLDINGS LTD | $262M | Q1 2014 | 5/15/2014 | 15 |
| 6253 | WHITE MOUNTAINS INSURANCE GROUP LTD | $262M | Q4 2025 | 2/12/2026 | 2 |
| 6254 | Goodlander Investment Management, LLC | $262M | Q4 2025 | 2/17/2026 | 11 |
| 6255 | Cambridge Financial Group, Inc. | $262M | Q4 2025 | 2/13/2026 | 33 |
| 6256 | KALEIDOSCOPE CAPITAL LP | $262M | Q4 2025 | 2/13/2026 | 11 |
| 6257 | Heathbridge Capital Management Ltd. | $262M | Q4 2025 | 2/5/2026 | 29 |
| 6258 | Wills Financial Group LLC | $262M | Q4 2025 | 2/11/2026 | 73 |
| 6259 | Twin Securities, Inc. | $262M | Q4 2025 | 2/17/2026 | 17 |
| 6260 | True Wind Capital Management, L.P. | $262M | Q4 2025 | 1/23/2026 | 2 |
| 6261 | BCU Wealth Advisors, LLC | $261M | Q4 2025 | 1/30/2026 | 61 |
| 6262 | Kondo Wealth Advisors, Inc. | $261M | Q4 2025 | 1/30/2026 | 71 |
| 6263 | Landmark Wealth Management, LLC | $261M | Q4 2025 | 2/5/2026 | 88 |
| 6264 | Casablanca Capital LP | $261M | Q2 2014 | 8/5/2014 | 40 |
| 6265 | HAYS ADVISORY LLC | $261M | Q2 2014 | 7/24/2014 | 16 |
| 6266 | 1492 Capital Management LLC | $261M | Q4 2025 | 2/10/2026 | 117 |
| 6267 | RICHARDS, MERRILL & PETERSON, INC. | $261M | Q4 2025 | 1/27/2026 | 273 |
| 6268 | Athos Capital Ltd | $261M | Q4 2025 | 2/12/2026 | 37 |
| 6269 | Segantii Capital Management Ltd | $261M | Q2 2014 | 8/7/2014 | 15 |
| 6270 | Atlatl Advisers LLC | $261M | Q4 2025 | 2/9/2026 | 156 |
| 6271 | Harbor Island Capital LLC | $261M | Q4 2025 | 1/23/2026 | 15 |
| 6272 | ROANOKE ASSET MANAGEMENT CORP/ NY | $261M | Q2 2014 | 8/4/2014 | 118 |
| 6273 | WITTENBERG INVESTMENT MANAGEMENT, INC. | $261M | Q4 2025 | 2/13/2026 | 72 |
| 6274 | Garner Asset Management Corp | $261M | Q4 2025 | 2/3/2026 | 425 |
| 6275 | Murphy Pohlad Asset Management LLC | $260M | Q4 2025 | 2/9/2026 | 125 |
| 6276 | Stearns Financial Services Group | $260M | Q1 2014 | 5/12/2014 | 102 |
| 6277 | FundX Investment Group, LLC | $260M | Q2 2014 | 8/1/2014 | 19 |
| 6278 | COMPASS CAPITAL CORP /MA/ /ADV | $260M | Q4 2025 | 2/12/2026 | 187 |
| 6279 | Disciplined Investments, LLC | $260M | Q4 2025 | 2/5/2026 | 130 |
| 6280 | Titan Wealth (CI) Ltd | $260M | Q4 2025 | 2/17/2026 | 66 |
| 6281 | Green Court Capital Management Ltd | $260M | Q4 2025 | 2/10/2026 | 4 |
| 6282 | Decagon Asset Management LLP | $260M | Q4 2025 | 2/17/2026 | 57 |
| 6283 | Phoenix Wealth Advisors | $260M | Q4 2025 | 1/22/2026 | 127 |
| 6284 | Zebra Capital Management LLC | $260M | Q2 2014 | 7/30/2014 | 237 |
| 6285 | Applied Capital LLC | $260M | Q4 2025 | 1/16/2026 | 52 |
| 6286 | TL Private Wealth | $260M | Q4 2025 | 1/12/2026 | 46 |
| 6287 | Grey Rock Energy Management, LLC | $260M | Q4 2025 | 1/26/2026 | 1 |
| 6288 | VMS Asset Management Limited | $260M | Q4 2025 | 2/11/2026 | 42 |
| 6289 | Bocage Capital, LLC | $260M | Q1 2014 | 5/14/2014 | 18 |
| 6290 | FORMULA GROWTH LTD | $260M | Q4 2025 | 2/13/2026 | 125 |
| 6291 | Engle Capital Management, L.P. | $259M | Q4 2025 | 2/17/2026 | 27 |
| 6292 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $259M | Q4 2025 | 2/13/2026 | 29 |
| 6293 | PENNEY FINANCIAL, LLC | $259M | Q4 2025 | 1/21/2026 | 49 |
| 6294 | HALL CAPITAL MANAGEMENT CO INC | $259M | Q4 2025 | 2/17/2026 | 98 |
| 6295 | Turim 21 Investimentos Ltda. | $259M | Q4 2025 | 2/17/2026 | 115 |
| 6296 | Saraza Management, LP | $259M | Q4 2025 | 2/13/2026 | 15 |
| 6297 | CEERA INVESTMENTS, LLC | $259M | Q4 2025 | 2/9/2026 | 87 |
| 6298 | BLUESTEM FINANCIAL ADVISORS, LLC | $259M | Q4 2025 | 1/21/2026 | 30 |
| 6299 | CONTINUUM WEALTH ADVISORS, LLC | $259M | Q4 2025 | 2/4/2026 | 78 |
| 6300 | GREYSTONE INVESTMENT MANAGEMENT LLC | $259M | Q2 2014 | 8/1/2014 | 59 |
| 6301 | Samjo Management, LLC | $259M | Q4 2025 | 2/17/2026 | 56 |
| 6302 | Reservoir Operations, L.P. | $259M | Q1 2014 | 5/13/2014 | 31 |
| 6303 | Gallacher Capital Management LLC | $259M | Q4 2025 | 2/3/2026 | 294 |
| 6304 | Pivotal bioVenture Partners Investment Advisor LLC | $259M | Q4 2025 | 2/13/2026 | 12 |
| 6305 | Enstar Group LTD | $259M | Q4 2025 | 2/13/2026 | 11 |
| 6306 | INTREPID CAPITAL MANAGEMENT INC | $259M | Q4 2025 | 2/13/2026 | 107 |
| 6307 | Beach Point Capital Management LP | $258M | Q4 2025 | 2/10/2026 | 17 |
| 6308 | ABOUND FINANCIAL, LLC | $258M | Q4 2025 | 2/17/2026 | 276 |
| 6309 | Weitzel Financial Services, Inc. | $258M | Q4 2025 | 2/3/2026 | 47 |
| 6310 | Riverwater Partners LLC | $258M | Q4 2025 | 2/12/2026 | 212 |
| 6311 | S Squared Technology, LLC | $258M | Q4 2025 | 2/13/2026 | 32 |
| 6312 | Victrix Investment Advisors | $258M | Q4 2025 | 2/11/2026 | 104 |
| 6313 | Socorro Asset Management LP | $258M | Q4 2025 | 2/18/2026 | 32 |
| 6314 | DOVER ADVISORS, LLC | $258M | Q4 2025 | 2/10/2026 | 165 |
| 6315 | Waterfront Capital Partners, LLC | $258M | Q2 2014 | 8/11/2014 | 45 |
| 6316 | Peloton Wealth Strategists | $258M | Q4 2025 | 2/17/2026 | 90 |
| 6317 | Bryant Woods Investment Advisors, LLC | $258M | Q4 2025 | 1/23/2026 | 49 |
| 6318 | Palisades Hudson Asset Management, L.P. | $258M | Q4 2025 | 1/30/2026 | 101 |
| 6319 | Stash Investments, LLC | $258M | Q1 2026 | 4/2/2026 | 5 |
| 6320 | Silver Lake Advisory, LLC | $258M | Q4 2025 | 1/9/2026 | 103 |
| 6321 | Lloyd Advisory Services, LLC. | $258M | Q4 2025 | 2/6/2026 | 563 |
| 6322 | Shelter Ins Profit Sharing | $258M | Q2 2014 | 7/22/2014 | 44 |
| 6323 | JDM Financial Group LLC | $258M | Q4 2025 | 2/2/2026 | 248 |
| 6324 | HANOVER ADVISORS INC | $258M | Q4 2025 | 2/17/2026 | 109 |
| 6325 | AGF Investments America Inc. | $258M | Q2 2014 | 7/30/2014 | 79 |
| 6326 | FIDELIS iM, LLC | $258M | Q4 2025 | 1/23/2026 | 25 |
| 6327 | TIEMANN INVESTMENT ADVISORS, LLC | $258M | Q4 2025 | 2/13/2026 | 204 |
| 6328 | AMS Capital Ltda | $257M | Q1 2026 | 4/7/2026 | 15 |
| 6329 | FOURSIXTHREE CAPITAL LP | $257M | Q4 2025 | 2/17/2026 | 17 |
| 6330 | Mayfair Advisory Group, LLC | $257M | Q4 2025 | 1/21/2026 | 177 |
| 6331 | HOERTKORN RICHARD CHARLES | $257M | Q4 2025 | 1/27/2026 | 79 |
| 6332 | RHO CAPITAL PARTNERS INC | $257M | Q2 2014 | 7/22/2014 | 6 |
| 6333 | Vivid Wealth Management, LLC | $257M | Q4 2025 | 1/30/2026 | 64 |
| 6334 | Prosperitas Financial LLC | $257M | Q4 2025 | 2/4/2026 | 78 |
| 6335 | Eukles Asset Management | $257M | Q4 2025 | 2/9/2026 | 230 |
| 6336 | SWAN Capital LLC | $257M | Q4 2025 | 2/12/2026 | 513 |
| 6337 | O'ROURKE & COMPANY, Inc | $257M | Q4 2025 | 1/28/2026 | 168 |
| 6338 | Adaptive Financial Consulting, LLC | $257M | Q4 2025 | 2/11/2026 | 18 |
| 6339 | TradeWell Securities, LLC. | $257M | Q4 2025 | 2/9/2026 | 45 |
| 6340 | Eos Management, L.P. | $257M | Q4 2025 | 3/12/2026 | 43 |
| 6341 | Register Financial Advisors LLC | $257M | Q4 2025 | 1/21/2026 | 351 |
| 6342 | CORA CAPITAL ADVISORS LLC | $257M | Q4 2025 | 1/28/2026 | 135 |
| 6343 | GPM Growth Investors, Inc. | $257M | Q4 2025 | 1/30/2026 | 42 |
| 6344 | Meramec Financial Planners, LLC | $257M | Q4 2025 | 2/10/2026 | 518 |
| 6345 | EntryPoint Capital, LLC | $256M | Q4 2025 | 2/12/2026 | 639 |
| 6346 | SECURITY NATIONAL TRUST CO | $256M | Q2 2014 | 7/14/2014 | 533 |
| 6347 | Trueblood Wealth Management, LLC | $256M | Q4 2025 | 1/21/2026 | 252 |
| 6348 | Giralda Advisors, LLC | $256M | Q1 2014 | 5/8/2014 | 10 |
| 6349 | HATCH COVE CAPITAL, LLC | $256M | Q4 2025 | 2/13/2026 | 22 |
| 6350 | Sellwood Investment Partners LLC | $256M | Q4 2025 | 1/26/2026 | 59 |
| 6351 | New England Capital Financial Advisors LLC | $256M | Q4 2025 | 2/2/2026 | 426 |
| 6352 | Bigelow Investment Advisors, LLC | $256M | Q4 2025 | 1/28/2026 | 149 |
| 6353 | TCFG WEALTH MANAGEMENT, LLC | $256M | Q4 2025 | 2/13/2026 | 268 |
| 6354 | Waterford Advisors, LLC | $256M | Q4 2025 | 2/20/2026 | 48 |
| 6355 | Grunden Financial Advisory, Inc. | $256M | Q4 2025 | 1/27/2026 | 35 |
| 6356 | ASO GROUP Ltd | $256M | Q4 2025 | 2/12/2026 | 55 |
| 6357 | HFM Investment Advisors, LLC | $256M | Q4 2025 | 2/5/2026 | 1,278 |
| 6358 | Saranac Partners Ltd | $256M | Q4 2025 | 2/6/2026 | 77 |
| 6359 | Trellis Wealth Advisors LLC | $256M | Q4 2025 | 1/26/2026 | 44 |
| 6360 | Mine & Arao Wealth Creation & Management, LLC. | $256M | Q4 2025 | 1/27/2026 | 76 |
| 6361 | Agate Pass Investment Management, LLC | $255M | Q1 2026 | 4/7/2026 | 105 |
| 6362 | NVP Associates, LLC | $255M | Q4 2025 | 2/17/2026 | 6 |
| 6363 | Hapanowicz & Associates Financial Services, Inc | $255M | Q4 2025 | 2/11/2026 | 34 |
| 6364 | AAFMAA Wealth Management & Trust LLC | $255M | Q4 2025 | 1/7/2026 | 85 |
| 6365 | TRV GP IV, LLC | $255M | Q4 2025 | 2/13/2026 | 2 |
| 6366 | Wealth Analytics Partners, LLC | $255M | Q4 2025 | 2/17/2026 | 47 |
| 6367 | Capital Directions Investment Advisors, LLC | $255M | Q1 2014 | 5/12/2014 | 60 |
| 6368 | Cowen Prime Services LLC | $255M | Q2 2014 | 8/8/2014 | 274 |
| 6369 | BRILLIANCE ASSET MANAGEMENT LTD | $255M | Q4 2025 | 2/12/2026 | 6 |
| 6370 | BAIN CAPITAL VENTURE INVESTORS, LLC | $255M | Q4 2025 | 2/17/2026 | 3 |
| 6371 | SPRENG CAPITAL MANAGEMENT, INC. | $255M | Q4 2025 | 1/30/2026 | 75 |
| 6372 | Urban Financial Advisory Corp | $255M | Q4 2025 | 2/4/2026 | 54 |
| 6373 | FIRST FINANCIAL CORP /IN/ | $255M | Q1 2026 | 4/7/2026 | 303 |
| 6374 | SFG Wealth Management, LLC. | $255M | Q4 2025 | 2/3/2026 | 130 |
| 6375 | Cane Capital Partners, LLC | $254M | Q4 2025 | 1/21/2026 | 144 |
| 6376 | Flagship Private Wealth, LLC | $254M | Q4 2025 | 2/4/2026 | 113 |
| 6377 | GRATRY & Co LLC | $254M | Q2 2014 | 7/31/2014 | 64 |
| 6378 | Aubrey Capital Management Ltd | $254M | Q4 2025 | 2/4/2026 | 53 |
| 6379 | Ducere Wealth Management LLC | $254M | Q4 2025 | 2/17/2026 | 122 |
| 6380 | Ruggaard & Associates LLC | $254M | Q4 2025 | 2/20/2026 | 121 |
| 6381 | Ransom Advisory, Ltd | $254M | Q4 2025 | 1/6/2026 | 433 |
| 6382 | KSA CAPITAL MANAGEMENT, LLC | $254M | Q1 2014 | 5/15/2014 | 43 |
| 6383 | SHRIER WEALTH MANAGEMENT, LLC | $254M | Q4 2025 | 1/15/2026 | 126 |
| 6384 | HOWARD BAILEY SECURITIES, LLC | $254M | Q4 2025 | 2/11/2026 | 141 |
| 6385 | Evergreen Private Wealth LLC | $254M | Q4 2025 | 1/28/2026 | 91 |
| 6386 | ACT Advisors, LLC. | $254M | Q4 2025 | 1/14/2026 | 65 |
| 6387 | Mills Wealth Advisors LLC | $254M | Q4 2025 | 1/27/2026 | 70 |
| 6388 | FMB WEALTH MANAGEMENT | $253M | Q4 2025 | 1/22/2026 | 91 |
| 6389 | Luken Investment Analytics, LLC | $253M | Q4 2025 | 2/3/2026 | 400 |
| 6390 | VARCOV Co. | $253M | Q4 2025 | 2/17/2026 | 436 |
| 6391 | Global Trust Asset Management, LLC | $253M | Q4 2025 | 1/20/2026 | 455 |
| 6392 | Greykasell Wealth Strategies, Inc. | $253M | Q4 2025 | 2/11/2026 | 492 |
| 6393 | D.C. Capital Advisors, Ltd | $253M | Q1 2014 | 5/14/2014 | 18 |
| 6394 | Choice Wealth Advisors, LLC | $253M | Q4 2025 | 1/8/2026 | 33 |
| 6395 | S.A. Mason LLC | $253M | Q4 2025 | 1/29/2026 | 260 |
| 6396 | Meridian Financial Partners LLC | $253M | Q4 2025 | 2/5/2026 | 118 |
| 6397 | Integrity Wealth Solutions LLC | $253M | Q4 2025 | 2/2/2026 | 129 |
| 6398 | Ardent Capital Management, Inc. | $253M | Q4 2025 | 2/12/2026 | 50 |
| 6399 | J.H. Whitney Capital Partners, LLC | $253M | Q2 2014 | 8/7/2014 | 1 |
| 6400 | Towerpoint Wealth, LLC | $253M | Q4 2025 | 1/15/2026 | 92 |