Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6201 | Ranch Capital Advisors Inc. | $277M | Q1 2026 | 5/6/2026 | 154 |
| 6202 | Exane Asset Management | $277M | Q2 2026 | 7/17/2026 | 28 |
| 6203 | ICW Investment Advisors LLC | $277M | Q1 2026 | 5/11/2026 | 147 |
| 6204 | CONCORD ASSET MANAGEMENT LLC | $277M | Q2 2014 | 7/31/2014 | 57 |
| 6205 | Mid-American Wealth Advisory Group, Inc. | $277M | Q2 2026 | 7/16/2026 | 66 |
| 6206 | JASINKIEWICZ CAPITAL MANAGEMENT, LP | $277M | Q1 2014 | 5/15/2014 | 62 |
| 6207 | Tumwater Wealth Management, LLC | $277M | Q2 2026 | 7/20/2026 | 33 |
| 6208 | Tanglewood Legacy Advisors, LLC | $276M | Q1 2026 | 4/27/2026 | 269 |
| 6209 | Envision Financial Planning, LLC | $276M | Q1 2026 | 5/15/2026 | 51 |
| 6210 | Alta Advisers Ltd | $276M | Q1 2026 | 5/7/2026 | 206 |
| 6211 | LS Power Partners, L.P. | $276M | Q1 2014 | 5/15/2014 | 1 |
| 6212 | Metavasi Capital LP | $276M | Q1 2026 | 5/15/2026 | 21 |
| 6213 | WD RUTHERFORD LLC | $276M | Q2 2026 | 7/17/2026 | 75 |
| 6214 | RiverPark Advisors, LLC | $276M | Q1 2026 | 5/14/2026 | 152 |
| 6215 | Family Capital Trust Co | $276M | Q1 2026 | 4/29/2026 | 89 |
| 6216 | ADAPT WEALTH ADVISORS, LLC | $276M | Q1 2026 | 5/11/2026 | 106 |
| 6217 | NORTHROAD CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/2/2014 | 54 |
| 6218 | MRA Advisory Group | $276M | Q2 2026 | 7/8/2026 | 159 |
| 6219 | SIGNIA CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/5/2014 | 78 |
| 6220 | Wealth Analytics Partners, LLC | $276M | Q2 2026 | 7/16/2026 | 50 |
| 6221 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $276M | Q1 2026 | 5/15/2026 | 29 |
| 6222 | Arohi Asset Management PTE Ltd. | $275M | Q1 2026 | 5/15/2026 | 7 |
| 6223 | Ted Buchan & Co | $275M | Q1 2026 | 5/14/2026 | 88 |
| 6224 | Heathbridge Capital Management Ltd. | $275M | Q1 2026 | 5/14/2026 | 29 |
| 6225 | DOPKINS WEALTH MANAGEMENT, LLC | $275M | Q2 2026 | 7/14/2026 | 90 |
| 6226 | Valued Wealth Advisors LLC | $275M | Q2 2026 | 7/20/2026 | 913 |
| 6227 | Unique Wealth Strategies, LLC | $275M | Q2 2026 | 7/15/2026 | 223 |
| 6228 | Highview Capital Management LLC/DE/ | $275M | Q1 2026 | 5/8/2026 | 101 |
| 6229 | Renesas Electronics America Inc. | $275M | Q1 2026 | 5/6/2026 | 1 |
| 6230 | Praetorian PR LLC | $275M | Q1 2026 | 5/15/2026 | 13 |
| 6231 | SPRENG CAPITAL MANAGEMENT, INC. | $275M | Q2 2026 | 7/15/2026 | 77 |
| 6232 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $275M | Q2 2026 | 7/8/2026 | 1,236 |
| 6233 | Allred Capital Management, LLC | $275M | Q1 2026 | 5/13/2026 | 155 |
| 6234 | HIGH POINTE CAPITAL MANAGEMENT LLC | $275M | Q2 2014 | 7/25/2014 | 157 |
| 6235 | 325 CAPITAL LLC | $274M | Q1 2026 | 5/15/2026 | 12 |
| 6236 | JBR Co Financial Management Inc | $274M | Q2 2026 | 7/9/2026 | 133 |
| 6237 | Maestria Partners LLC | $274M | Q1 2026 | 4/16/2026 | 13 |
| 6238 | Friedberg Investment Management | $274M | Q2 2014 | 8/11/2014 | 100 |
| 6239 | Jessup Wealth Management, Inc | $274M | Q1 2026 | 5/15/2026 | 78 |
| 6240 | Odyssean, LLC | $274M | Q1 2026 | 5/15/2026 | 418 |
| 6241 | BKM Wealth Management, LLC | $274M | Q1 2026 | 4/22/2026 | 148 |
| 6242 | Chris Bulman Inc | $274M | Q2 2026 | 7/22/2026 | 165 |
| 6243 | Mathes Company, Inc. | $274M | Q1 2026 | 5/8/2026 | 126 |
| 6244 | Highland Management Partners VII, LLC | $274M | Q1 2014 | 5/13/2014 | 4 |
| 6245 | SITTNER & NELSON, LLC | $274M | Q1 2026 | 5/11/2026 | 569 |
| 6246 | Hall Kathryn A. | $273M | Q1 2014 | 5/13/2014 | 9 |
| 6247 | Sightline Wealth Advisors, LLC | $273M | Q2 2026 | 7/22/2026 | 93 |
| 6248 | One River Asset Management, LLC | $273M | Q1 2026 | 4/27/2026 | 255 |
| 6249 | Hugh Johnson Advisors LLC | $273M | Q2 2014 | 8/5/2014 | 89 |
| 6250 | Squadron Capital Management LLC | $273M | Q1 2026 | 5/15/2026 | 37 |
| 6251 | SB Capital Management Inc | $273M | Q4 2025 | 2/20/2026 | 93 |
| 6252 | Peirce Capital Management, LLC | $273M | Q2 2026 | 7/10/2026 | 45 |
| 6253 | TL Private Wealth | $273M | Q2 2026 | 7/8/2026 | 54 |
| 6254 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | $273M | Q2 2014 | 8/7/2014 | 36 |
| 6255 | LOUNTZIS ASSET MANAGEMENT, LLC | $273M | Q1 2026 | 5/7/2026 | 52 |
| 6256 | Spinecap SAS | $272M | Q1 2026 | 5/15/2026 | 15 |
| 6257 | Lakeridge Wealth Management LLC | $272M | Q2 2026 | 7/14/2026 | 188 |
| 6258 | Stonebridge Financial Planning Group, LLC | $272M | Q1 2026 | 5/8/2026 | 171 |
| 6259 | Autumn Glory Partners, LLC | $272M | Q1 2026 | 5/4/2026 | 204 |
| 6260 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $272M | Q2 2026 | 7/10/2026 | 149 |
| 6261 | FORONJY FINANCIAL LLC | $272M | Q2 2026 | 7/23/2026 | 108 |
| 6262 | Cutter & CO Brokerage, Inc. | $272M | Q2 2014 | 7/31/2014 | 245 |
| 6263 | BOURNE LENT ASSET MANAGEMENT INC | $272M | Q1 2026 | 4/17/2026 | 63 |
| 6264 | SWAN Capital LLC | $272M | Q1 2026 | 5/14/2026 | 554 |
| 6265 | SELDON CAPITAL LP | $272M | Q1 2026 | 5/15/2026 | 65 |
| 6266 | Martin Capital Partners, LLC | $272M | Q2 2026 | 7/7/2026 | 72 |
| 6267 | RJA Asset Management LLC | $272M | Q1 2026 | 4/15/2026 | 4 |
| 6268 | TritonPoint Partners, LLC | $272M | Q1 2026 | 4/28/2026 | 200 |
| 6269 | SIEMENS AG | $272M | Q1 2026 | 5/15/2026 | 1 |
| 6270 | FMA ADVISORY INC | $272M | Q2 2014 | 7/25/2014 | 122 |
| 6271 | Emprise Bank | $271M | Q2 2026 | 7/7/2026 | 109 |
| 6272 | BREMER TRUST NATIONAL ASSOCIATION | $271M | Q1 2014 | 4/8/2014 | 202 |
| 6273 | MB, LEVIS & ASSOCIATES, LLC | $271M | Q2 2026 | 7/22/2026 | 254 |
| 6274 | MTCO Ltd. | $271M | Q2 2026 | 7/9/2026 | 4 |
| 6275 | Agate Pass Investment Management, LLC | $271M | Q2 2026 | 7/8/2026 | 109 |
| 6276 | AAF Wealth Management, LLC | $271M | Q2 2026 | 7/17/2026 | 57 |
| 6277 | SONATA CAPITAL GROUP INC | $271M | Q1 2026 | 4/30/2026 | 123 |
| 6278 | Orin Green Financial, LLC | $271M | Q2 2026 | 7/13/2026 | 83 |
| 6279 | Foresite Capital Management V, LLC | $271M | Q1 2026 | 5/15/2026 | 9 |
| 6280 | Mullooly Asset Management, Inc. | $271M | Q1 2026 | 5/7/2026 | 51 |
| 6281 | Mount Lucas Management LP | $271M | Q1 2026 | 5/5/2026 | 165 |
| 6282 | Prosperity Financial Group, Inc. | $271M | Q1 2026 | 5/13/2026 | 186 |
| 6283 | Moerus Capital Management LLC | $271M | Q1 2026 | 5/14/2026 | 15 |
| 6284 | Ravenswood Partners LP | $271M | Q1 2026 | 5/12/2026 | 35 |
| 6285 | Punch Card Management L.P. | $271M | Q1 2026 | 5/15/2026 | 5 |
| 6286 | HOWARD WEALTH MANAGEMENT, LLC | $270M | Q2 2026 | 7/21/2026 | 156 |
| 6287 | AXIS CAPITAL HOLDINGS LTD | $270M | Q1 2026 | 4/29/2026 | 3 |
| 6288 | Veridan Wealth LLC | $270M | Q1 2026 | 5/15/2026 | 80 |
| 6289 | First Dallas Securities Inc. | $270M | Q1 2026 | 4/27/2026 | 118 |
| 6290 | Inlight Wealth Management, LLC | $270M | Q1 2026 | 5/4/2026 | 50 |
| 6291 | Verisail Partners, LLC | $270M | Q2 2026 | 7/14/2026 | 26 |
| 6292 | AMERICAN FINANCIAL GROUP INC | $270M | Q1 2026 | 5/13/2026 | 71 |
| 6293 | CLINTON GROUP INC | $270M | Q1 2014 | 5/14/2014 | 323 |
| 6294 | Triton Wealth Management, PLLC | $270M | Q1 2026 | 5/1/2026 | 124 |
| 6295 | Ratan Capital Management LP | $269M | Q1 2026 | 5/14/2026 | 37 |
| 6296 | Union Heritage Capital, LLC | $269M | Q1 2026 | 5/20/2026 | 62 |
| 6297 | Summit Investment Advisory Services, LLC | $269M | Q1 2026 | 4/23/2026 | 81 |
| 6298 | Harbor Island Capital LLC | $269M | Q1 2026 | 5/12/2026 | 16 |
| 6299 | WITTENBERG INVESTMENT MANAGEMENT, INC. | $269M | Q1 2026 | 5/14/2026 | 74 |
| 6300 | Spectrum Wealth Advisory Group, LLC | $269M | Q1 2026 | 5/6/2026 | 58 |
| 6301 | Breakwater Investment Management | $269M | Q1 2026 | 5/14/2026 | 506 |
| 6302 | POWER WEALTH MANAGEMENT LLC | $269M | Q1 2026 | 5/14/2026 | 96 |
| 6303 | Strait & Sound Wealth Management LLC | $269M | Q1 2026 | 5/18/2026 | 172 |
| 6304 | UNTITLED INVESTMENTS LP | $269M | Q1 2026 | 5/15/2026 | 16 |
| 6305 | 5T Wealth, LLC | $269M | Q2 2026 | 7/21/2026 | 134 |
| 6306 | Prosperitas Financial LLC | $268M | Q1 2026 | 5/15/2026 | 93 |
| 6307 | Nvest Financial, LLC | $268M | Q1 2026 | 4/28/2026 | 139 |
| 6308 | FOURSIXTHREE CAPITAL LP | $268M | Q1 2026 | 5/15/2026 | 18 |
| 6309 | AIP, LLC | $268M | Q1 2026 | 5/14/2026 | 3 |
| 6310 | Persistent Asset Partners Ltd | $268M | Q1 2026 | 5/12/2026 | 322 |
| 6311 | VARCOV Co. | $268M | Q1 2026 | 5/15/2026 | 363 |
| 6312 | MONEYWISE, INC. | $268M | Q2 2026 | 7/21/2026 | 86 |
| 6313 | Aspect Partners, LLC | $268M | Q2 2026 | 7/16/2026 | 679 |
| 6314 | S&T BANK/PA | $268M | Q1 2026 | 5/13/2026 | 411 |
| 6315 | Empower Annuity Insurance Co | $268M | Q1 2026 | 5/11/2026 | 1 |
| 6316 | Stonerise Capital Management, LLC | $268M | Q1 2014 | 5/15/2014 | 11 |
| 6317 | ShawSpring Partners LLC | $268M | Q1 2026 | 5/14/2026 | 12 |
| 6318 | TCFG WEALTH MANAGEMENT, LLC | $267M | Q1 2026 | 4/23/2026 | 274 |
| 6319 | ALEXANDER LABRUNERIE & CO., INC. | $267M | Q1 2026 | 5/18/2026 | 122 |
| 6320 | Packer & Co Ltd | $267M | Q1 2026 | 5/13/2026 | 10 |
| 6321 | EMORY UNIVERSITY | $267M | Q1 2026 | 5/14/2026 | 7 |
| 6322 | Cambridge Financial Group, Inc. | $267M | Q1 2026 | 5/13/2026 | 33 |
| 6323 | HMS Capital Management, LLC | $267M | Q2 2026 | 7/21/2026 | 120 |
| 6324 | Johnson & White Wealth Management, LLC | $267M | Q2 2026 | 7/16/2026 | 117 |
| 6325 | Financial Guidance Group, Inc. | $267M | Q2 2026 | 7/22/2026 | 91 |
| 6326 | Indigo Partners LLC | $267M | Q1 2026 | 5/15/2026 | 2 |
| 6327 | GARGOYLE INVESTMENT ADVISOR L.L.C. | $267M | Q2 2014 | 8/11/2014 | 142 |
| 6328 | TRV GP IV, LLC | $267M | Q1 2026 | 5/7/2026 | 2 |
| 6329 | Dupree Financial Group, LLC | $267M | Q2 2026 | 7/23/2026 | 81 |
| 6330 | ACADIA TRUST NA | $267M | Q1 2014 | 5/14/2014 | 76 |
| 6331 | Orland Properties Ltd | $267M | Q1 2026 | 5/6/2026 | 10 |
| 6332 | UNITED BANK, INC. | $267M | Q2 2014 | 7/18/2014 | 117 |
| 6333 | Weinberger Asset Management, Inc | $267M | Q1 2026 | 5/8/2026 | 92 |
| 6334 | GKV Capital Management Co., Inc. | $267M | Q1 2026 | 5/21/2026 | 88 |
| 6335 | SGL Investment Advisors, Inc. | $266M | Q1 2026 | 5/12/2026 | 126 |
| 6336 | FIDUCIARY SERVICES CORP/GA | $266M | Q2 2014 | 8/4/2014 | 157 |
| 6337 | S.A. Mason LLC | $266M | Q1 2026 | 4/27/2026 | 266 |
| 6338 | Moreno Evelyn V | $266M | Q2 2014 | 7/2/2014 | 76 |
| 6339 | Roehl & Yi Investment Advisors, LLC | $266M | Q1 2026 | 5/14/2026 | 180 |
| 6340 | Texas Bank & Trust Co | $266M | Q1 2026 | 4/30/2026 | 176 |
| 6341 | OPTIMUM INVESTMENT ADVISORS | $266M | Q1 2014 | 5/1/2014 | 754 |
| 6342 | Gabalex Capital Management LLC | $266M | Q2 2014 | 8/1/2014 | 14 |
| 6343 | Kemper Corp Master Retirement Trust | $266M | Q1 2014 | 5/12/2014 | 93 |
| 6344 | Strategic Equity Management | $266M | Q1 2026 | 4/21/2026 | 70 |
| 6345 | LECAP ASSET MANAGEMENT LTD | $266M | Q1 2026 | 4/30/2026 | 267 |
| 6346 | Aerodigm Wealth, LLC | $266M | Q1 2026 | 4/21/2026 | 86 |
| 6347 | Tencap Wealth Coaching, LLC | $266M | Q1 2026 | 4/17/2026 | 7 |
| 6348 | IMPACTfolio, LLC | $266M | Q2 2026 | 7/22/2026 | 37 |
| 6349 | Ballentine Capital Advisors, Inc | $265M | Q2 2026 | 7/23/2026 | 26 |
| 6350 | BUCKHEAD CAPITAL MANAGEMENT LLC | $265M | Q1 2026 | 5/8/2026 | 148 |
| 6351 | Wills Financial Group LLC | $265M | Q1 2026 | 5/14/2026 | 75 |
| 6352 | Alta Fundamental Advisers LLC | $265M | Q1 2026 | 5/5/2026 | 23 |
| 6353 | Crosspoint Capital Strategies, LLC | $265M | Q2 2014 | 7/29/2014 | 511 |
| 6354 | Wind River Trust Co | $265M | Q1 2026 | 5/14/2026 | 11 |
| 6355 | LANDMARK WEALTH MANAGEMENT, INC. | $265M | Q1 2026 | 4/22/2026 | 42 |
| 6356 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | $265M | Q2 2014 | 7/10/2014 | 71 |
| 6357 | Pachira Investments Inc. | $265M | Q2 2026 | 7/17/2026 | 78 |
| 6358 | BEACON INVESTMENT ADVISORS LLC | $265M | Q1 2026 | 5/14/2026 | 171 |
| 6359 | BEDDOW CAPITAL MANAGEMENT INC | $265M | Q4 2025 | 2/11/2026 | 55 |
| 6360 | WASHINGTON UNIVERSITY | $265M | Q2 2026 | 7/14/2026 | 3 |
| 6361 | NYL Investors LLC | $265M | Q1 2026 | 5/7/2026 | 31 |
| 6362 | RETIREMENT CAPITAL STRATEGIES | $265M | Q1 2026 | 5/14/2026 | 62 |
| 6363 | FWG Holdings, LLC | $265M | Q1 2026 | 4/13/2026 | 125 |
| 6364 | Keystone Global Partners, LLC | $265M | Q2 2026 | 7/16/2026 | 57 |
| 6365 | Saiph Capital, LLC | $264M | Q1 2026 | 5/12/2026 | 76 |
| 6366 | S SQUARED TECHNOLOGY, LLC | $264M | Q1 2026 | 5/15/2026 | 35 |
| 6367 | Boyd Wealth Management, LLC | $264M | Q2 2026 | 7/16/2026 | 47 |
| 6368 | Corecam Pte. Ltd. | $264M | Q2 2026 | 7/14/2026 | 82 |
| 6369 | Brown Financial Advisors | $264M | Q1 2026 | 5/15/2026 | 209 |
| 6370 | Silphium Asset Management Ltd | $264M | Q1 2026 | 5/5/2026 | 48 |
| 6371 | Alpha Zero LLC | $264M | Q2 2026 | 7/17/2026 | 107 |
| 6372 | Physician Wealth Solutions Inc. | $264M | Q2 2026 | 7/13/2026 | 45 |
| 6373 | Fourth Dimension Wealth, LLC | $264M | Q1 2026 | 5/11/2026 | 634 |
| 6374 | Greenfield Savings Bank | $264M | Q2 2026 | 7/7/2026 | 148 |
| 6375 | Zullo Investment Group, Inc. | $264M | Q1 2026 | 4/15/2026 | 158 |
| 6376 | Ashoka WhiteOak Capital Pte Ltd | $264M | Q1 2026 | 4/20/2026 | 18 |
| 6377 | Cherokee Insurance Co | $263M | Q1 2026 | 4/28/2026 | 121 |
| 6378 | Signature Wealth Management Group | $263M | Q1 2026 | 4/1/2026 | 128 |
| 6379 | Heritage Wealth Management, Inc. /CA/ | $263M | Q2 2026 | 7/22/2026 | 100 |
| 6380 | Militia Capital Partners, LP | $263M | Q4 2025 | 2/17/2026 | 198 |
| 6381 | Meridian Financial Partners LLC | $263M | Q1 2026 | 4/15/2026 | 121 |
| 6382 | Laurore Ltd | $263M | Q1 2026 | 5/13/2026 | 1 |
| 6383 | Sagil Capital LLP | $263M | Q1 2026 | 5/14/2026 | 19 |
| 6384 | Excelsior Advisor Network LLC | $263M | Q1 2026 | 5/15/2026 | 226 |
| 6385 | DoubleLine ETF Adviser LP | $263M | Q1 2026 | 5/15/2026 | 176 |
| 6386 | Legacy Capital Group California, Inc. | $263M | Q1 2026 | 5/4/2026 | 277 |
| 6387 | Kerrisdale Advisers, LLC | $263M | Q1 2026 | 5/15/2026 | 112 |
| 6388 | 1492 Capital Management LLC | $263M | Q1 2026 | 4/22/2026 | 130 |
| 6389 | Melone Private Wealth, LLC | $263M | Q2 2026 | 7/9/2026 | 58 |
| 6390 | Alden Global Capital Ltd | $263M | Q1 2014 | 5/15/2014 | 17 |
| 6391 | Peachtree Investment Partners, LLC | $262M | Q1 2026 | 5/8/2026 | 129 |
| 6392 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $262M | Q1 2026 | 5/5/2026 | 28 |
| 6393 | OUTFITTER ADVISORS, LTD. | $262M | Q2 2014 | 7/28/2014 | 138 |
| 6394 | Legacy Bridge, LLC | $262M | Q1 2026 | 5/14/2026 | 320 |
| 6395 | FIRST CITIZENS INVESTOR SERVICES, INC. | $262M | Q4 2025 | 1/30/2026 | 23 |
| 6396 | Ananym Capital Management, LP | $262M | Q1 2026 | 5/15/2026 | 10 |
| 6397 | Three Seasons Wealth, LLC | $262M | Q1 2026 | 5/5/2026 | 187 |
| 6398 | GREEN HOLDINGS LTD | $262M | Q1 2014 | 5/15/2014 | 15 |
| 6399 | Fortitude Advisory Group L.L.C. | $262M | Q2 2026 | 7/22/2026 | 238 |
| 6400 | EAGLE WEALTH STRATEGIES LLC | $262M | Q2 2026 | 7/9/2026 | 118 |