Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6401 | J.H. Whitney Capital Partners, LLC | $253M | Q2 2014 | 8/7/2014 | 1 |
| 6402 | Towerpoint Wealth, LLC | $253M | Q4 2025 | 1/15/2026 | 92 |
| 6403 | Emerging Global Advisors, LLC | $252M | Q1 2014 | 5/15/2014 | 18 |
| 6404 | Eurizon SLJ Capital Ltd | $252M | Q4 2025 | 2/10/2026 | 138 |
| 6405 | Proactive Wealth Strategies LLC | $252M | Q4 2025 | 2/5/2026 | 152 |
| 6406 | Meros Investment Management, LP | $252M | Q4 2025 | 2/17/2026 | 48 |
| 6407 | DINSMORE CAPITAL MANAGEMENT CO/NJ | $252M | Q1 2014 | 5/14/2014 | 138 |
| 6408 | Ensemble Capital Management, LLC | $252M | Q1 2014 | 5/14/2014 | 47 |
| 6409 | Western Financial Corp/CA | $252M | Q4 2025 | 1/21/2026 | 113 |
| 6410 | ANB BANK | $252M | Q4 2025 | 2/13/2026 | 126 |
| 6411 | Silver Heights Capital Management Inc | $252M | Q4 2025 | 2/13/2026 | 5 |
| 6412 | Roehl & Yi Investment Advisors, LLC | $252M | Q4 2025 | 2/17/2026 | 172 |
| 6413 | MKA Charitable Fund | $252M | Q4 2025 | 2/11/2026 | 1 |
| 6414 | Diesslin Group, Inc. | $252M | Q4 2025 | 2/25/2026 | 54 |
| 6415 | Centennial Bank/AR/ | $252M | Q4 2025 | 2/17/2026 | 342 |
| 6416 | Maltin Wealth Management, Inc. | $251M | Q4 2025 | 1/15/2026 | 132 |
| 6417 | MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | $251M | Q2 2014 | 8/4/2014 | 79 |
| 6418 | HOKANSON ASSOCIATES, INC. | $251M | Q2 2014 | 7/23/2014 | 113 |
| 6419 | Peirce Capital Management, LLC | $251M | Q4 2025 | 2/6/2026 | 43 |
| 6420 | Georgetown University | $251M | Q4 2025 | 1/30/2026 | 12 |
| 6421 | Asset Allocation & Management Company, LLC | $251M | Q4 2025 | 1/12/2026 | 94 |
| 6422 | PINNACLE FINANCIAL PARTNERS INC | $251M | Q2 2014 | 7/29/2014 | 193 |
| 6423 | LECAP ASSET MANAGEMENT LTD | $251M | Q4 2025 | 1/27/2026 | 277 |
| 6424 | NATIONAL MUTUAL FUNDS MANAGEMENT LTD | $251M | Q4 2025 | 2/24/2026 | 1 |
| 6425 | Red Spruce Capital, LLC | $251M | Q4 2025 | 1/6/2026 | 93 |
| 6426 | O'Connor Financial Group LLC | $251M | Q4 2025 | 1/26/2026 | 59 |
| 6427 | Cornerstone National Bank & Trust Co | $251M | Q4 2025 | 1/29/2026 | 199 |
| 6428 | KERN Cobalt Co-Invest Partners AP LP | $251M | Q2 2014 | 8/7/2014 | 1 |
| 6429 | Financial Council, LLC | $251M | Q4 2025 | 2/5/2026 | 101 |
| 6430 | 5T Wealth, LLC | $250M | Q4 2025 | 1/27/2026 | 127 |
| 6431 | Altus Wealth Group LLC | $250M | Q4 2025 | 2/13/2026 | 142 |
| 6432 | Mount Lucas Management LP | $250M | Q4 2025 | 2/5/2026 | 171 |
| 6433 | Orin Green Financial, LLC | $250M | Q4 2025 | 2/6/2026 | 77 |
| 6434 | Concorde Asset Management, LLC | $250M | Q4 2025 | 2/13/2026 | 241 |
| 6435 | SGL Investment Advisors, Inc. | $250M | Q4 2025 | 2/6/2026 | 126 |
| 6436 | Juno Financial Group LLC | $250M | Q4 2025 | 1/28/2026 | 69 |
| 6437 | PENNINGTON PARTNERS & CO., LLC | $250M | Q4 2025 | 2/17/2026 | 97 |
| 6438 | Tiger Legatus Capital Management, LLC | $250M | Q1 2014 | 5/15/2014 | 14 |
| 6439 | Freshford Capital Management, LLC | $249M | Q4 2025 | 2/17/2026 | 18 |
| 6440 | Solstein Capital, LLC | $249M | Q4 2025 | 2/13/2026 | 477 |
| 6441 | Oslo Asset Management AS | $249M | Q2 2014 | 7/21/2014 | 8 |
| 6442 | Retirement Planning Co of New England, Inc. | $249M | Q4 2025 | 1/28/2026 | 245 |
| 6443 | BEACON INVESTMENT ADVISORS LLC | $249M | Q4 2025 | 2/17/2026 | 166 |
| 6444 | Index Venture Life Associates VI Ltd | $249M | Q4 2025 | 2/13/2026 | 1 |
| 6445 | Shira Ridge Wealth Management | $249M | Q4 2025 | 1/12/2026 | 83 |
| 6446 | Chicago Wealth Management, Inc. | $249M | Q4 2025 | 2/17/2026 | 53 |
| 6447 | Grandmaster Capital Management LLC | $249M | Q2 2014 | 8/6/2014 | 19 |
| 6448 | Game Plan Financial Advisors, LLC | $249M | Q4 2025 | 1/14/2026 | 368 |
| 6449 | Beta Wealth Group, Inc. | $249M | Q4 2025 | 2/13/2026 | 115 |
| 6450 | Painted Porch Advisors LLC | $249M | Q4 2025 | 3/19/2026 | 71 |
| 6451 | Madden Advisory Services, Inc. | $249M | Q4 2025 | 2/11/2026 | 105 |
| 6452 | Hubbell Strickland Wealth Management, LLC | $249M | Q4 2025 | 1/20/2026 | 80 |
| 6453 | Genesee Capital Advisors, LLC | $248M | Q4 2025 | 1/16/2026 | 129 |
| 6454 | Pivot Point Capital Partners, LLC | $248M | Q2 2014 | 8/8/2014 | 9 |
| 6455 | MBA Advisors LLC | $248M | Q4 2025 | 1/21/2026 | 138 |
| 6456 | Ospraie Management, LLC | $248M | Q1 2014 | 5/15/2014 | 23 |
| 6457 | Selby Wealth Management, LLC | $248M | Q4 2025 | 2/13/2026 | 84 |
| 6458 | Capital Z Partners Management, LLC | $248M | Q1 2014 | 5/14/2014 | 2 |
| 6459 | Man Investments (CH) AG | $248M | Q1 2014 | 5/15/2014 | 51 |
| 6460 | TKG Advisors, LLC | $248M | Q4 2025 | 1/29/2026 | 91 |
| 6461 | Tabor Asset Management, LP | $248M | Q4 2025 | 2/17/2026 | 33 |
| 6462 | StoneCrest Wealth Management, Inc. | $248M | Q4 2025 | 1/16/2026 | 71 |
| 6463 | Charles River XIII GP, LLC | $248M | Q2 2014 | 7/30/2014 | 1 |
| 6464 | Mount Capital Ltd | $248M | Q4 2025 | 2/11/2026 | 16 |
| 6465 | Prospect Hill Management, LLC | $247M | Q4 2025 | 1/29/2026 | 13 |
| 6466 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | $247M | Q4 2025 | 2/13/2026 | 8 |
| 6467 | Westfuller Advisors, LLC | $247M | Q4 2025 | 1/21/2026 | 765 |
| 6468 | Bay Rivers Group | $247M | Q4 2025 | 1/7/2026 | 97 |
| 6469 | MTCO Ltd. | $247M | Q4 2025 | 1/21/2026 | 2 |
| 6470 | Alistair Capital Management, L.L.C. | $247M | Q1 2014 | 5/15/2014 | 22 |
| 6471 | Blue Door Asset Management, LLC | $247M | Q4 2025 | 2/17/2026 | 23 |
| 6472 | Shared Vision Wealth Group LLC | $247M | Q4 2025 | 2/11/2026 | 99 |
| 6473 | WETZEL INVESTMENT ADVISORS, INC. | $247M | Q4 2025 | 1/22/2026 | 132 |
| 6474 | Goldstein Munger & Associates | $247M | Q2 2014 | 8/7/2014 | 30 |
| 6475 | GAVEA INVESTIMENTOS LTDA | $247M | Q1 2014 | 5/8/2014 | 2 |
| 6476 | Two Point Capital Management, Inc. | $247M | Q4 2025 | 1/16/2026 | 25 |
| 6477 | Eagle Bluffs Wealth Management LLC | $247M | Q4 2025 | 2/13/2026 | 80 |
| 6478 | Montz Harcus Wealth Management LLC | $247M | Q4 2025 | 1/22/2026 | 89 |
| 6479 | Cherokee Insurance Co | $247M | Q4 2025 | 1/29/2026 | 121 |
| 6480 | Reliant Investment Management, LLC | $247M | Q4 2025 | 1/20/2026 | 57 |
| 6481 | Calypso Capital Management, LP | $247M | Q1 2014 | 5/13/2014 | 17 |
| 6482 | Parker Financial LLC | $247M | Q4 2025 | 2/3/2026 | 34 |
| 6483 | Bernard Wealth Management Corp. | $246M | Q4 2025 | 1/15/2026 | 356 |
| 6484 | Legacy Bridge, LLC | $246M | Q4 2025 | 1/23/2026 | 464 |
| 6485 | PACES FERRY WEALTH ADVISORS, LLC | $246M | Q4 2025 | 2/11/2026 | 132 |
| 6486 | Kensington Investment Counsel, LLC | $246M | Q4 2025 | 2/18/2026 | 104 |
| 6487 | Vermillion Wealth Management, Inc. | $246M | Q4 2025 | 2/11/2026 | 623 |
| 6488 | TMT General Partner Ltd | $246M | Q4 2025 | 1/30/2026 | 3 |
| 6489 | Blacksheep Fund Management Ltd | $246M | Q4 2025 | 2/13/2026 | 8 |
| 6490 | Decatur Capital Management, Inc. | $246M | Q4 2025 | 2/11/2026 | 34 |
| 6491 | Wrenne Financial Planning LLC | $246M | Q4 2025 | 2/10/2026 | 51 |
| 6492 | OXFORD ASSET MANAGEMENT LLP | $246M | Q4 2025 | 2/17/2026 | 453 |
| 6493 | Semper Trust Co. | $246M | Q1 2014 | 5/13/2014 | 154 |
| 6494 | Traveka Wealth, LLC | $246M | Q4 2025 | 1/8/2026 | 188 |
| 6495 | Lewis Asset Management, LLC | $246M | Q4 2025 | 1/15/2026 | 185 |
| 6496 | Lodestone Wealth Management LLC | $246M | Q4 2025 | 1/15/2026 | 798 |
| 6497 | LifePlan Investment Advisors, Inc. | $246M | Q4 2025 | 2/9/2026 | 116 |
| 6498 | Metavasi Capital LP | $245M | Q4 2025 | 2/17/2026 | 27 |
| 6499 | HighMark Wealth Management LLC | $245M | Q4 2025 | 2/5/2026 | 588 |
| 6500 | Tumwater Wealth Management, LLC | $245M | Q4 2025 | 1/29/2026 | 35 |
| 6501 | Gunma Bank,Ltd. | $245M | Q2 2014 | 8/7/2014 | 13 |
| 6502 | Financial Symmetry Inc | $245M | Q4 2025 | 1/28/2026 | 60 |
| 6503 | Avalon Advisory Group | $245M | Q4 2025 | 1/29/2026 | 13 |
| 6504 | BAYSHORE ASSET MANAGEMENT, LLC | $245M | Q4 2025 | 1/8/2026 | 41 |
| 6505 | DOPKINS WEALTH MANAGEMENT, LLC | $245M | Q4 2025 | 1/9/2026 | 81 |
| 6506 | Elevation Capital Advisory, LLC | $245M | Q4 2025 | 1/26/2026 | 64 |
| 6507 | Bull Oak Capital, LLC | $245M | Q4 2025 | 2/2/2026 | 36 |
| 6508 | FIC CAPITAL INC | $245M | Q1 2014 | 5/14/2014 | 139 |
| 6509 | ROBINSON CAPITAL MANAGEMENT, LLC | $245M | Q4 2025 | 2/13/2026 | 120 |
| 6510 | Family Office Research LLC | $245M | Q4 2025 | 2/9/2026 | 77 |
| 6511 | Aspect Partners, LLC | $245M | Q1 2026 | 4/2/2026 | 709 |
| 6512 | Ridgewood Investments LLC | $244M | Q1 2026 | 4/3/2026 | 208 |
| 6513 | Financial Guidance Group, Inc. | $244M | Q4 2025 | 1/26/2026 | 89 |
| 6514 | WealthCollab, LLC | $244M | Q4 2025 | 1/27/2026 | 1,022 |
| 6515 | CNB Bank | $244M | Q4 2025 | 2/11/2026 | 507 |
| 6516 | SALZHAUER MICHAEL | $244M | Q4 2025 | 2/2/2026 | 94 |
| 6517 | Financial Avengers, Inc. | $244M | Q4 2025 | 3/3/2026 | 145 |
| 6518 | WCG Management, L.P. | $244M | Q2 2014 | 8/4/2014 | 25 |
| 6519 | Panning Capital Management, LP | $244M | Q1 2014 | 5/15/2014 | 11 |
| 6520 | Fiduciary Wealth Partners, LLC | $244M | Q4 2025 | 1/28/2026 | 89 |
| 6521 | Porter White Investment Advisors, Inc. | $244M | Q4 2025 | 1/29/2026 | 36 |
| 6522 | Aristotle Pacific Capital, LLC | $244M | Q4 2025 | 2/17/2026 | 5 |
| 6523 | Glass Wealth Management Co LLC | $244M | Q4 2025 | 2/4/2026 | 57 |
| 6524 | Carlson Capital Management | $244M | Q2 2014 | 7/8/2014 | 49 |
| 6525 | Verisail Partners, LLC | $243M | Q4 2025 | 1/29/2026 | 23 |
| 6526 | Ananym Capital Management, LP | $243M | Q4 2025 | 2/17/2026 | 8 |
| 6527 | McNaughton Wealth Management, LLC | $243M | Q4 2025 | 1/12/2026 | 71 |
| 6528 | GREENBERG FINANCIAL GROUP | $243M | Q4 2025 | 1/22/2026 | 113 |
| 6529 | Compass Wealth Management, LLC/GA | $243M | Q4 2025 | 2/17/2026 | 66 |
| 6530 | THREADGILL FINANCIAL, LLC | $243M | Q4 2025 | 1/8/2026 | 55 |
| 6531 | WMG Financial Advisors, LLC | $243M | Q4 2025 | 1/28/2026 | 113 |
| 6532 | PFC CAPITAL GROUP, INC. | $243M | Q4 2025 | 2/11/2026 | 89 |
| 6533 | Element Wealth, LLC | $243M | Q4 2025 | 2/13/2026 | 202 |
| 6534 | Vernal Point Advisors, LLC | $243M | Q4 2025 | 2/13/2026 | 23 |
| 6535 | Quad-Cities Investment Group, LLC | $242M | Q4 2025 | 1/14/2026 | 190 |
| 6536 | Burford Brothers, Inc. | $242M | Q4 2025 | 2/5/2026 | 173 |
| 6537 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $242M | Q4 2025 | 2/3/2026 | 19 |
| 6538 | Ariadne Wealth Management, LP | $242M | Q4 2025 | 2/13/2026 | 261 |
| 6539 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $242M | Q4 2025 | 2/4/2026 | 184 |
| 6540 | Deane Retirement Strategies, Inc. | $242M | Q4 2025 | 1/28/2026 | 71 |
| 6541 | HMS Capital Management, LLC | $242M | Q4 2025 | 1/16/2026 | 103 |
| 6542 | Eidelman Virant Capital | $242M | Q2 2014 | 7/9/2014 | 184 |
| 6543 | Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | $241M | Q4 2025 | 2/5/2026 | 2 |
| 6544 | V2 Capital, LLC | $241M | Q1 2014 | 5/15/2014 | 36 |
| 6545 | THOR TRADING ADVISORS, LLC | $241M | Q4 2025 | 2/12/2026 | 13 |
| 6546 | Clarus Wealth Advisors | $241M | Q4 2025 | 1/14/2026 | 86 |
| 6547 | Zeno Equity Partners LLP | $241M | Q4 2025 | 2/9/2026 | 12 |
| 6548 | Abbot Financial Management, Inc. | $241M | Q4 2025 | 2/13/2026 | 132 |
| 6549 | DCM Advisors, LLC | $241M | Q4 2025 | 2/18/2026 | 38 |
| 6550 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $241M | Q4 2025 | 1/14/2026 | 143 |
| 6551 | Pavion Blue Capital, LLC | $241M | Q4 2025 | 1/27/2026 | 107 |
| 6552 | JNE Partners LLP | $241M | Q4 2025 | 2/17/2026 | 7 |
| 6553 | DRAVO BAY LLC | $241M | Q4 2025 | 1/27/2026 | 51 |
| 6554 | Emprise Bank | $241M | Q4 2025 | 1/28/2026 | 107 |
| 6555 | Nvest Financial, LLC | $241M | Q4 2025 | 2/10/2026 | 127 |
| 6556 | Valliance Asset Management Ltd | $240M | Q4 2025 | 2/13/2026 | 11 |
| 6557 | MONEYWISE, INC. | $240M | Q4 2025 | 2/5/2026 | 82 |
| 6558 | Regency Capital Management Inc.\DE | $240M | Q4 2025 | 2/11/2026 | 62 |
| 6559 | Mainsail Financial Group, LLC | $240M | Q4 2025 | 1/23/2026 | 63 |
| 6560 | SHAKER INVESTMENTS LLC/OH | $240M | Q4 2025 | 1/30/2026 | 83 |
| 6561 | Carolina Wealth Advisors, LLC | $240M | Q1 2026 | 4/7/2026 | 278 |
| 6562 | DAVIDSON TRUST CO | $240M | Q4 2025 | 1/27/2026 | 172 |
| 6563 | St. Johns Investment Management Company, LLC | $240M | Q4 2025 | 1/29/2026 | 191 |
| 6564 | Palogic Value Management, L.P. | $240M | Q4 2025 | 2/17/2026 | 159 |
| 6565 | WESTPORT ASSET MANAGEMENT INC | $240M | Q4 2025 | 2/4/2026 | 75 |
| 6566 | TrustBank | $240M | Q4 2025 | 2/9/2026 | 139 |
| 6567 | My Personal CFO, LLC | $240M | Q4 2025 | 1/15/2026 | 93 |
| 6568 | M1 Capital Management LLC | $240M | Q4 2025 | 2/13/2026 | 112 |
| 6569 | HUTNER CAPITAL MANAGEMENT INC | $240M | Q4 2025 | 2/17/2026 | 44 |
| 6570 | ELEFANTE MICHAEL B | $240M | Q2 2014 | 7/24/2014 | 152 |
| 6571 | Independent Family Office, LLC | $240M | Q4 2025 | 2/13/2026 | 79 |
| 6572 | FORONJY FINANCIAL LLC | $240M | Q4 2025 | 2/3/2026 | 104 |
| 6573 | RESOLUTE CAPITAL, LLC | $239M | Q4 2025 | 2/10/2026 | 58 |
| 6574 | WD RUTHERFORD LLC | $239M | Q4 2025 | 2/6/2026 | 73 |
| 6575 | Grove Street Fiduciary, LLC | $239M | Q4 2025 | 2/3/2026 | 76 |
| 6576 | Realm Partners LLC | $239M | Q2 2014 | 8/11/2014 | 42 |
| 6577 | Redwood Wealth Management Group, LLC | $239M | Q4 2025 | 2/3/2026 | 196 |
| 6578 | Mendel Money Management | $239M | Q4 2025 | 1/29/2026 | 147 |
| 6579 | Andalusian Capital Partners, LP | $239M | Q1 2014 | 5/14/2014 | 41 |
| 6580 | Cascades Capital Asset Management, LLC | $239M | Q4 2025 | 2/4/2026 | 166 |
| 6581 | JBR Co Financial Management Inc | $239M | Q4 2025 | 1/6/2026 | 120 |
| 6582 | MBE Wealth Management, LLC | $239M | Q4 2025 | 1/21/2026 | 133 |
| 6583 | New England Professional Planning Group Inc. | $239M | Q4 2025 | 1/14/2026 | 49 |
| 6584 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $239M | Q4 2025 | 2/13/2026 | 84 |
| 6585 | Cresta Advisors, Ltd. | $239M | Q4 2025 | 2/3/2026 | 167 |
| 6586 | Cordant, Inc. | $239M | Q4 2025 | 1/12/2026 | 68 |
| 6587 | RAELIPSKIE PARTNERSHIP | $239M | Q4 2025 | 2/4/2026 | 117 |
| 6588 | HARBER ASSET MANAGEMENT LLC | $238M | Q4 2025 | 2/13/2026 | 32 |
| 6589 | Meristem Family Wealth, LLC | $238M | Q2 2014 | 8/8/2014 | 109 |
| 6590 | Tribridge Partners Financial LLC | $238M | Q4 2025 | 1/26/2026 | 77 |
| 6591 | MRA Advisory Group | $238M | Q4 2025 | 1/16/2026 | 135 |
| 6592 | IMPACTfolio, LLC | $238M | Q4 2025 | 1/7/2026 | 36 |
| 6593 | BlueChip Wealth Advisors LLC | $238M | Q4 2025 | 2/5/2026 | 157 |
| 6594 | AVISO WEALTH MANAGEMENT | $238M | Q4 2025 | 2/13/2026 | 146 |
| 6595 | IRONWOOD INVESTMENT MANAGEMENT LLC | $238M | Q4 2025 | 2/12/2026 | 172 |
| 6596 | Greenfield Savings Bank | $238M | Q4 2025 | 2/2/2026 | 141 |
| 6597 | Axiom Financial Strategies, LLC | $238M | Q4 2025 | 1/23/2026 | 49 |
| 6598 | Edge Financial Advisors LLC | $238M | Q4 2025 | 1/28/2026 | 135 |
| 6599 | Alfreton Capital LLP | $238M | Q4 2025 | 2/10/2026 | 4 |
| 6600 | 22NW, LP | $238M | Q4 2025 | 2/13/2026 | 20 |