Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6401 | 5AM Venture Management, LLC | $288M | Q2 2026 | 8/14/2026 | 16 |
| 6402 | TKG Advisors, LLC | $288M | Q2 2026 | 7/27/2026 | 94 |
| 6403 | Alliance Private Wealth, LLC | $288M | Q2 2026 | 7/9/2026 | 82 |
| 6404 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $288M | Q2 2026 | 7/22/2026 | 195 |
| 6405 | Financial Connections Group, Inc. | $288M | Q1 2026 | 5/1/2026 | 251 |
| 6406 | Maestria Partners LLC | $288M | Q2 2026 | 8/5/2026 | 14 |
| 6407 | Owen LaRue, LLC | $288M | Q2 2026 | 7/22/2026 | 141 |
| 6408 | Cambridge Financial Group, Inc. | $287M | Q2 2026 | 8/14/2026 | 33 |
| 6409 | Murphy Pohlad Asset Management LLC | $287M | Q2 2026 | 7/21/2026 | 135 |
| 6410 | QTR Family Wealth, LLC | $287M | Q2 2026 | 7/27/2026 | 337 |
| 6411 | OGBORNE CAPITAL MANAGEMENT, LLC | $287M | Q2 2026 | 8/14/2026 | 13 |
| 6412 | Pavaki Capital Management LLC | $287M | Q2 2026 | 8/7/2026 | 163 |
| 6413 | Red Spruce Capital, LLC | $287M | Q2 2026 | 7/7/2026 | 94 |
| 6414 | Metavasi Capital LP | $287M | Q2 2026 | 8/14/2026 | 25 |
| 6415 | Shira Ridge Wealth Management | $287M | Q2 2026 | 7/9/2026 | 83 |
| 6416 | O'ROURKE & COMPANY, Inc | $287M | Q2 2026 | 8/14/2026 | 177 |
| 6417 | AAFMAA Wealth Management & Trust LLC | $286M | Q2 2026 | 7/8/2026 | 95 |
| 6418 | Trueblood Wealth Management, LLC | $286M | Q2 2026 | 7/27/2026 | 261 |
| 6419 | Brown Financial Advisors | $286M | Q2 2026 | 8/26/2026 | 212 |
| 6420 | DAVIS CAPITAL PARTNERS, LLC | $286M | Q1 2014 | 5/15/2014 | 21 |
| 6421 | Sphera Management Technology Funds Ltd | $286M | Q2 2026 | 8/14/2026 | 86 |
| 6422 | Garda Capital Partners LP | $286M | Q2 2026 | 8/4/2026 | 12 |
| 6423 | Luken Investment Analytics, LLC | $286M | Q2 2026 | 7/28/2026 | 170 |
| 6424 | PENNEY FINANCIAL, LLC | $286M | Q2 2026 | 7/22/2026 | 53 |
| 6425 | Palisades Hudson Asset Management, L.P. | $286M | Q2 2026 | 8/7/2026 | 108 |
| 6426 | ICW Investment Advisors LLC | $286M | Q2 2026 | 8/5/2026 | 144 |
| 6427 | BLUESTEM FINANCIAL ADVISORS, LLC | $286M | Q2 2026 | 7/22/2026 | 34 |
| 6428 | Adaptive Financial Consulting, LLC | $285M | Q2 2026 | 8/7/2026 | 20 |
| 6429 | Lewis Asset Management, LLC | $285M | Q2 2026 | 7/21/2026 | 219 |
| 6430 | ALEXANDER LABRUNERIE & CO., INC. | $285M | Q2 2026 | 8/3/2026 | 125 |
| 6431 | Strait & Sound Wealth Management LLC | $285M | Q2 2026 | 8/17/2026 | 174 |
| 6432 | HFM Investment Advisors, LLC | $285M | Q2 2026 | 8/4/2026 | 1,293 |
| 6433 | LEVY HARKINS & CO INC/ | $285M | Q2 2014 | 7/28/2014 | 21 |
| 6434 | Legal Advantage Investments, Inc. | $285M | Q2 2026 | 7/15/2026 | 77 |
| 6435 | Midwest Financial Group LLC | $285M | Q2 2026 | 7/21/2026 | 136 |
| 6436 | Choice Wealth Advisors LLC | $285M | Q2 2026 | 7/9/2026 | 35 |
| 6437 | MBE Wealth Management, LLC | $284M | Q2 2026 | 7/24/2026 | 170 |
| 6438 | FORMULA GROWTH LTD | $284M | Q2 2026 | 8/17/2026 | 145 |
| 6439 | Advantage Trust Co | $284M | Q2 2026 | 7/17/2026 | 197 |
| 6440 | Vivid Wealth Management, LLC | $284M | Q2 2026 | 7/28/2026 | 73 |
| 6441 | Bandera Partners LLC | $284M | Q2 2026 | 8/12/2026 | 19 |
| 6442 | CUMBERLAND ADVISORS INC | $284M | Q2 2026 | 7/21/2026 | 49 |
| 6443 | 1776 Wealth LLC | $284M | Q2 2026 | 8/10/2026 | 152 |
| 6444 | William Mack & Associates, Inc. | $284M | Q2 2026 | 7/10/2026 | 108 |
| 6445 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $284M | Q2 2026 | 7/30/2026 | 96 |
| 6446 | FreeGulliver LLC | $284M | Q2 2026 | 8/11/2026 | 123 |
| 6447 | AMERICAN FINANCIAL GROUP INC | $284M | Q2 2026 | 8/12/2026 | 73 |
| 6448 | Sellwood Investment Partners LLC | $284M | Q2 2026 | 7/27/2026 | 59 |
| 6449 | Game Creek Capital, LP | $283M | Q2 2026 | 8/13/2026 | 77 |
| 6450 | BEACONLIGHT CAPITAL, LLC | $283M | Q2 2026 | 8/14/2026 | 33 |
| 6451 | Lodestone Wealth Management LLC | $283M | Q2 2026 | 7/23/2026 | 781 |
| 6452 | Flagship Private Wealth, LLC | $283M | Q2 2026 | 8/4/2026 | 116 |
| 6453 | MENDON CAPITAL ADVISORS CORP | $283M | Q2 2026 | 8/11/2026 | 46 |
| 6454 | Seneca House Advisors | $283M | Q2 2026 | 7/31/2026 | 103 |
| 6455 | THOMAS STORY & SON LLC | $283M | Q2 2026 | 7/22/2026 | 53 |
| 6456 | ARGENT TRUST COMPANY, N.A. | $283M | Q2 2014 | 8/8/2014 | 168 |
| 6457 | O'Connor Financial Group LLC | $283M | Q2 2026 | 7/17/2026 | 69 |
| 6458 | SHARIAPORTFOLIO, INC. | $283M | Q2 2026 | 8/10/2026 | 43 |
| 6459 | HILLMAN CO | $283M | Q2 2026 | 7/27/2026 | 14 |
| 6460 | HENDLEY & CO INC | $283M | Q2 2026 | 7/14/2026 | 47 |
| 6461 | BKM Wealth Management, LLC | $282M | Q2 2026 | 7/29/2026 | 148 |
| 6462 | Selby Wealth Management, LLC | $282M | Q2 2026 | 7/9/2026 | 83 |
| 6463 | Keeler Thomas Management LLC | $282M | Q2 2026 | 7/29/2026 | 135 |
| 6464 | Juno Financial Group LLC | $282M | Q2 2026 | 8/4/2026 | 73 |
| 6465 | Chicago Wealth Management, Inc. | $282M | Q2 2026 | 8/11/2026 | 63 |
| 6466 | N10 WEALTH, LLC | $282M | Q2 2026 | 8/14/2026 | 43 |
| 6467 | INTREPID CAPITAL MANAGEMENT INC | $282M | Q2 2026 | 8/12/2026 | 109 |
| 6468 | Athos Capital Ltd | $282M | Q2 2026 | 8/12/2026 | 38 |
| 6469 | Amiya Capital LLP | $282M | Q1 2014 | 5/15/2014 | 20 |
| 6470 | McNaughton Wealth Management, LLC | $282M | Q2 2026 | 7/7/2026 | 75 |
| 6471 | CLOVIS CAPITAL MANAGEMENT LP | $282M | Q1 2014 | 5/12/2014 | 20 |
| 6472 | Southpaw Asset Management LP | $282M | Q1 2014 | 5/27/2014 | 11 |
| 6473 | SOUTHERN MICHIGAN BANK & TRUST | $281M | Q2 2026 | 7/21/2026 | 422 |
| 6474 | Montz Harcus Wealth Management LLC | $281M | Q2 2026 | 7/24/2026 | 100 |
| 6475 | Consector Capital, LP | $281M | Q1 2014 | 5/14/2014 | 30 |
| 6476 | Mount Lucas Management LP | $281M | Q2 2026 | 8/10/2026 | 166 |
| 6477 | Houlihan Financial Resource Group, Ltd. | $281M | Q2 2026 | 8/10/2026 | 113 |
| 6478 | Reliant Investment Management, LLC | $281M | Q2 2026 | 7/15/2026 | 55 |
| 6479 | WIN ADVISORS, INC | $281M | Q2 2026 | 8/4/2026 | 75 |
| 6480 | MARIPAU WEALTH MANAGEMENT LLC | $280M | Q2 2026 | 8/11/2026 | 177 |
| 6481 | Panoramic Hills Capital Ltd | $280M | Q1 2026 | 5/15/2026 | 2 |
| 6482 | Fluent Financial, LLC | $280M | Q2 2026 | 7/9/2026 | 57 |
| 6483 | TradeWell Securities, LLC. | $280M | Q2 2026 | 7/28/2026 | 52 |
| 6484 | Employees' Retirement Fund of the City of Fort Worth | $280M | Q2 2026 | 8/7/2026 | 21 |
| 6485 | Sagil Capital LLP | $280M | Q2 2026 | 8/13/2026 | 25 |
| 6486 | Silver Lake Advisory, LLC | $280M | Q2 2026 | 7/24/2026 | 109 |
| 6487 | BOSTON PROVIDENT, L.P. | $280M | Q1 2014 | 5/15/2014 | 37 |
| 6488 | BAYSHORE ASSET MANAGEMENT, LLC | $280M | Q2 2026 | 7/23/2026 | 52 |
| 6489 | Orange County Employees Retirement System | $280M | Q2 2026 | 8/7/2026 | 2 |
| 6490 | Keener Financial Planning LLC | $280M | Q2 2026 | 7/31/2026 | 61 |
| 6491 | Mechanics Financial Corp | $280M | Q2 2026 | 8/5/2026 | 296 |
| 6492 | Hillcrest Wealth Advisors - NY, LLC | $279M | Q2 2026 | 7/21/2026 | 56 |
| 6493 | INVENIO WEALTH PARTNERS LLC | $279M | Q2 2026 | 7/30/2026 | 89 |
| 6494 | REDW Wealth LLC | $279M | Q2 2026 | 7/30/2026 | 104 |
| 6495 | Roubaix Capital, LLC | $279M | Q2 2026 | 8/10/2026 | 50 |
| 6496 | Madden Advisory Services, Inc. | $279M | Q2 2026 | 8/4/2026 | 110 |
| 6497 | YANKCOM Partnership | $279M | Q2 2026 | 7/21/2026 | 308 |
| 6498 | CAMPBELL CAPITAL MANAGEMENT INC | $279M | Q2 2026 | 7/21/2026 | 37 |
| 6499 | Ruggaard & Associates LLC | $279M | Q2 2026 | 8/17/2026 | 128 |
| 6500 | Leonard Capital Management, Inc. | $279M | Q1 2014 | 5/15/2014 | 138 |
| 6501 | Altman Advisors, Inc. | $279M | Q2 2026 | 8/10/2026 | 93 |
| 6502 | SUMMIT CAPITAL MANAGEMENT LLC | $279M | Q2 2014 | 8/8/2014 | 55 |
| 6503 | Cresta Advisors, Ltd. | $279M | Q2 2026 | 7/22/2026 | 54 |
| 6504 | USCA RIA LLC | $278M | Q1 2014 | 5/12/2014 | 270 |
| 6505 | OPTIMIZE FINANCIAL INC. | $278M | Q2 2026 | 8/27/2026 | 294 |
| 6506 | YARGER WEALTH STRATEGIES, LLC | $278M | Q2 2026 | 7/14/2026 | 136 |
| 6507 | Quantum Portfolio Management LLC | $278M | Q2 2026 | 8/14/2026 | 522 |
| 6508 | SHAKER INVESTMENTS LLC/OH | $278M | Q2 2026 | 7/15/2026 | 87 |
| 6509 | Graney & King, LLC | $278M | Q2 2026 | 8/7/2026 | 383 |
| 6510 | Quad-Cities Investment Group, LLC | $278M | Q2 2026 | 7/7/2026 | 209 |
| 6511 | Equity Wealth Partners, LLC | $278M | Q2 2026 | 7/27/2026 | 109 |
| 6512 | FNY Investment Advisers, LLC | $278M | Q2 2026 | 7/8/2026 | 982 |
| 6513 | Longhorn Capital Partners, L.P. | $278M | Q1 2014 | 5/15/2014 | 11 |
| 6514 | FEARNLEY ASSET MANAGEMENT AS | $278M | Q2 2026 | 8/14/2026 | 16 |
| 6515 | SFG Wealth Management, LLC. | $278M | Q2 2026 | 7/22/2026 | 113 |
| 6516 | Forum Finance Group S.A. | $278M | Q2 2026 | 8/14/2026 | 344 |
| 6517 | Ananym Capital Management, LP | $278M | Q2 2026 | 8/14/2026 | 8 |
| 6518 | Union Square Park Capital Management, LLC | $278M | Q2 2026 | 8/14/2026 | 60 |
| 6519 | Retirement Planning Co of New England, Inc. | $278M | Q2 2026 | 7/30/2026 | 260 |
| 6520 | Vision One Management Partners, LP | $278M | Q2 2026 | 8/14/2026 | 8 |
| 6521 | Brown Advisory Securities, LLC | $278M | Q2 2014 | 8/8/2014 | 316 |
| 6522 | HANOVER ADVISORS INC | $278M | Q2 2026 | 8/12/2026 | 122 |
| 6523 | Cordant, Inc. | $278M | Q2 2026 | 7/14/2026 | 353 |
| 6524 | Integrated Capital Management, LLC | $278M | Q2 2026 | 7/31/2026 | 58 |
| 6525 | Onyx Financial Advisors, LLC | $278M | Q2 2026 | 7/17/2026 | 18 |
| 6526 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $278M | Q2 2026 | 7/13/2026 | 6 |
| 6527 | Prime Buchholz LLC | $277M | Q2 2026 | 8/13/2026 | 40 |
| 6528 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | $277M | Q2 2014 | 8/5/2014 | 123 |
| 6529 | Buska Wealth Management, LLC | $277M | Q2 2026 | 7/10/2026 | 81 |
| 6530 | Hubbell Strickland Wealth Management, LLC | $277M | Q2 2026 | 7/29/2026 | 87 |
| 6531 | ZESIGER CAPITAL GROUP LLC | $277M | Q2 2014 | 8/7/2014 | 22 |
| 6532 | Values Added Financial LLC | $277M | Q2 2026 | 7/27/2026 | 147 |
| 6533 | GABLES CAPITAL MANAGEMENT INC. | $277M | Q2 2026 | 8/7/2026 | 508 |
| 6534 | Altus Wealth Group LLC | $277M | Q2 2026 | 7/17/2026 | 155 |
| 6535 | Exane Asset Management | $277M | Q2 2026 | 7/17/2026 | 28 |
| 6536 | CONCORD ASSET MANAGEMENT LLC | $277M | Q2 2014 | 7/31/2014 | 57 |
| 6537 | Mid-American Wealth Advisory Group, Inc. | $277M | Q2 2026 | 7/16/2026 | 66 |
| 6538 | JASINKIEWICZ CAPITAL MANAGEMENT, LP | $277M | Q1 2014 | 5/15/2014 | 62 |
| 6539 | Tumwater Wealth Management, LLC | $277M | Q2 2026 | 7/20/2026 | 33 |
| 6540 | LS Power Partners, L.P. | $276M | Q1 2014 | 5/15/2014 | 1 |
| 6541 | WD RUTHERFORD LLC | $276M | Q2 2026 | 7/17/2026 | 75 |
| 6542 | Bigelow Investment Advisors, LLC | $276M | Q2 2026 | 7/30/2026 | 157 |
| 6543 | Dean Capital Management | $276M | Q2 2026 | 8/14/2026 | 112 |
| 6544 | Creekside Partners | $276M | Q2 2026 | 7/30/2026 | 193 |
| 6545 | Kilter Group LLC | $276M | Q2 2026 | 8/11/2026 | 1,580 |
| 6546 | WealthCollab, LLC | $276M | Q2 2026 | 8/10/2026 | 969 |
| 6547 | TIEMANN INVESTMENT ADVISORS, LLC | $276M | Q2 2026 | 8/7/2026 | 207 |
| 6548 | NORTHROAD CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/2/2014 | 54 |
| 6549 | Mine & Arao Wealth Creation & Management, LLC. | $276M | Q2 2026 | 7/23/2026 | 78 |
| 6550 | MRA Advisory Group | $276M | Q2 2026 | 7/8/2026 | 159 |
| 6551 | SIGNIA CAPITAL MANAGEMENT LLC | $276M | Q1 2014 | 5/5/2014 | 78 |
| 6552 | Islander Capital Partners, L.P. | $276M | Q2 2026 | 8/14/2026 | 13 |
| 6553 | Wealth Analytics Partners, LLC | $276M | Q2 2026 | 7/16/2026 | 50 |
| 6554 | Greykasell Wealth Strategies, Inc. | $275M | Q2 2026 | 8/11/2026 | 483 |
| 6555 | DOPKINS WEALTH MANAGEMENT, LLC | $275M | Q2 2026 | 7/14/2026 | 90 |
| 6556 | Valued Wealth Advisors LLC | $275M | Q2 2026 | 7/20/2026 | 913 |
| 6557 | Unique Wealth Strategies, LLC | $275M | Q2 2026 | 7/15/2026 | 223 |
| 6558 | SPRENG CAPITAL MANAGEMENT, INC. | $275M | Q2 2026 | 7/15/2026 | 77 |
| 6559 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $275M | Q2 2026 | 7/8/2026 | 1,236 |
| 6560 | American Capital Advisory, LLC | $275M | Q2 2026 | 7/28/2026 | 1,164 |
| 6561 | Wills Financial Group LLC | $275M | Q2 2026 | 8/14/2026 | 82 |
| 6562 | Westfuller Advisors, LLC | $275M | Q2 2026 | 7/29/2026 | 765 |
| 6563 | HIGH POINTE CAPITAL MANAGEMENT LLC | $275M | Q2 2014 | 7/25/2014 | 157 |
| 6564 | SOF Ltd | $274M | Q2 2026 | 8/14/2026 | 1 |
| 6565 | CPV Partners, LLC | $274M | Q2 2026 | 8/14/2026 | 5 |
| 6566 | Kerusso Capital Management LLC | $274M | Q2 2026 | 7/31/2026 | 58 |
| 6567 | Boulder Wealth Advisors, LLC | $274M | Q2 2026 | 8/7/2026 | 35 |
| 6568 | Cloud Capital Management, LLC | $274M | Q2 2026 | 8/13/2026 | 126 |
| 6569 | JBR Co Financial Management Inc | $274M | Q2 2026 | 7/9/2026 | 133 |
| 6570 | Friedberg Investment Management | $274M | Q2 2014 | 8/11/2014 | 100 |
| 6571 | Chris Bulman Inc | $274M | Q2 2026 | 7/22/2026 | 165 |
| 6572 | Highland Management Partners VII, LLC | $274M | Q1 2014 | 5/13/2014 | 4 |
| 6573 | Meramec Financial Planners, LLC | $274M | Q2 2026 | 7/28/2026 | 550 |
| 6574 | Kinloch Capital, LLC | $274M | Q2 2026 | 8/14/2026 | 79 |
| 6575 | Parker Financial LLC | $273M | Q2 2026 | 8/3/2026 | 37 |
| 6576 | Missouri Education Pension Trust | $273M | Q2 2026 | 8/12/2026 | 2 |
| 6577 | Hall Kathryn A. | $273M | Q1 2014 | 5/13/2014 | 9 |
| 6578 | Sightline Wealth Advisors, LLC | $273M | Q2 2026 | 7/22/2026 | 93 |
| 6579 | LGL PARTNERS, LLC | $273M | Q2 2026 | 7/27/2026 | 62 |
| 6580 | Platform Wealth Management, LLC | $273M | Q2 2026 | 8/10/2026 | 57 |
| 6581 | Hugh Johnson Advisors LLC | $273M | Q2 2014 | 8/5/2014 | 89 |
| 6582 | Arohi Asset Management PTE Ltd. | $273M | Q2 2026 | 8/14/2026 | 7 |
| 6583 | Mendel Money Management | $273M | Q2 2026 | 7/30/2026 | 127 |
| 6584 | Verde Servicos Internacionais S.A. | $273M | Q2 2026 | 7/29/2026 | 49 |
| 6585 | Rubicon Global Capital Ltd | $273M | Q2 2026 | 7/27/2026 | 12 |
| 6586 | SB Capital Management Inc | $273M | Q4 2025 | 2/20/2026 | 93 |
| 6587 | Peirce Capital Management, LLC | $273M | Q2 2026 | 7/10/2026 | 45 |
| 6588 | TL Private Wealth | $273M | Q2 2026 | 7/8/2026 | 54 |
| 6589 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | $273M | Q2 2014 | 8/7/2014 | 36 |
| 6590 | Lunt Capital Management, Inc. | $273M | Q2 2026 | 7/30/2026 | 90 |
| 6591 | LETSON INVESTMENT MANAGEMENT, INC. | $273M | Q2 2026 | 8/6/2026 | 104 |
| 6592 | Alden Global Capital LLC | $273M | Q2 2026 | 8/14/2026 | 19 |
| 6593 | RBA Wealth Management, LLC | $273M | Q2 2026 | 7/23/2026 | 80 |
| 6594 | Burford Brothers, Inc. | $272M | Q2 2026 | 7/28/2026 | 182 |
| 6595 | Lakeridge Wealth Management LLC | $272M | Q2 2026 | 7/14/2026 | 188 |
| 6596 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $272M | Q2 2026 | 7/10/2026 | 149 |
| 6597 | FORONJY FINANCIAL LLC | $272M | Q2 2026 | 7/23/2026 | 108 |
| 6598 | Cutter & CO Brokerage, Inc. | $272M | Q2 2014 | 7/31/2014 | 245 |
| 6599 | Evolution Advisers, Inc. | $272M | Q2 2026 | 7/31/2026 | 943 |
| 6600 | Martin Capital Partners, LLC | $272M | Q2 2026 | 7/7/2026 | 72 |