Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6401 | Werlinich Asset Management, LLC | $262M | Q2 2026 | 7/9/2026 | 58 |
| 6402 | Mercuria Capital Strategies, LLC | $262M | Q1 2026 | 5/6/2026 | 31 |
| 6403 | Global Trust Asset Management, LLC | $262M | Q1 2026 | 4/23/2026 | 458 |
| 6404 | ALKEME WEALTH, LLC | $261M | Q2 2026 | 7/16/2026 | 101 |
| 6405 | DC Investments Management, LLC | $261M | Q1 2026 | 5/14/2026 | 76 |
| 6406 | Dayah Capital LLC | $261M | Q1 2026 | 5/19/2026 | 37 |
| 6407 | Luken Investment Analytics, LLC | $261M | Q1 2026 | 5/12/2026 | 160 |
| 6408 | Casablanca Capital LP | $261M | Q2 2014 | 8/5/2014 | 40 |
| 6409 | HAYS ADVISORY LLC | $261M | Q2 2014 | 7/24/2014 | 16 |
| 6410 | Adaptive Financial Consulting, LLC | $261M | Q1 2026 | 5/5/2026 | 18 |
| 6411 | Silverberg Bernstein Capital Management LLC | $261M | Q2 2026 | 7/7/2026 | 70 |
| 6412 | Tribune Investment Group LP | $261M | Q1 2026 | 5/14/2026 | 30 |
| 6413 | Segantii Capital Management Ltd | $261M | Q2 2014 | 8/7/2014 | 15 |
| 6414 | NORTHBRIDGE FINANCIAL GROUP, LLC | $261M | Q2 2026 | 7/9/2026 | 184 |
| 6415 | ROANOKE ASSET MANAGEMENT CORP/ NY | $261M | Q2 2014 | 8/4/2014 | 118 |
| 6416 | HORIZON FINANCIAL SERVICES, LLC | $261M | Q2 2026 | 7/20/2026 | 646 |
| 6417 | NWK Group, Inc. | $261M | Q1 2026 | 5/7/2026 | 66 |
| 6418 | INTREPID CAPITAL MANAGEMENT INC | $261M | Q1 2026 | 5/15/2026 | 106 |
| 6419 | TEALWOOD ASSET MANAGEMENT INC | $261M | Q2 2026 | 7/14/2026 | 121 |
| 6420 | Lunt Capital Management, Inc. | $260M | Q1 2026 | 5/12/2026 | 97 |
| 6421 | Robbins Farley | $260M | Q2 2026 | 7/22/2026 | 157 |
| 6422 | WJ Interests, LLC | $260M | Q1 2026 | 4/20/2026 | 20 |
| 6423 | Stearns Financial Services Group | $260M | Q1 2014 | 5/12/2014 | 102 |
| 6424 | ADAMS STREET PARTNERS LLC | $260M | Q1 2026 | 5/15/2026 | 3 |
| 6425 | MBA Advisors LLC | $260M | Q1 2026 | 4/20/2026 | 146 |
| 6426 | LETSON INVESTMENT MANAGEMENT, INC. | $260M | Q1 2026 | 4/24/2026 | 101 |
| 6427 | FundX Investment Group, LLC | $260M | Q2 2014 | 8/1/2014 | 19 |
| 6428 | Silver Heights Capital Management Inc | $260M | Q1 2026 | 5/13/2026 | 4 |
| 6429 | Bull Oak Capital, LLC | $260M | Q1 2026 | 5/11/2026 | 38 |
| 6430 | HFM Investment Advisors, LLC | $260M | Q1 2026 | 5/1/2026 | 1,210 |
| 6431 | Zebra Capital Management LLC | $260M | Q2 2014 | 7/30/2014 | 237 |
| 6432 | Robertson Opportunity Capital, LLC | $260M | Q1 2026 | 5/12/2026 | 30 |
| 6433 | Family CFO Inc | $260M | Q2 2026 | 7/20/2026 | 47 |
| 6434 | Bayview Asset Management, LLC | $260M | Q1 2026 | 5/15/2026 | 58 |
| 6435 | InvesTrust | $260M | Q2 2026 | 7/14/2026 | 95 |
| 6436 | Altus Wealth Management, LLC | $260M | Q2 2026 | 7/21/2026 | 26 |
| 6437 | Porter White Investment Advisors, Inc. | $260M | Q2 2026 | 7/16/2026 | 40 |
| 6438 | MILLER WEALTH ADVISORS, LLC | $260M | Q1 2026 | 5/1/2026 | 117 |
| 6439 | KALEIDOSCOPE CAPITAL LP | $260M | Q1 2026 | 5/11/2026 | 15 |
| 6440 | Bocage Capital, LLC | $260M | Q1 2014 | 5/14/2014 | 18 |
| 6441 | Clarus Wealth Advisors | $260M | Q2 2026 | 7/9/2026 | 86 |
| 6442 | Barbara Oil Co. | $259M | Q1 2026 | 5/13/2026 | 69 |
| 6443 | JDM Financial Group LLC | $259M | Q1 2026 | 5/20/2026 | 318 |
| 6444 | Diesslin Group, Inc. | $259M | Q2 2026 | 7/2/2026 | 59 |
| 6445 | Financial Council, LLC | $259M | Q1 2026 | 4/21/2026 | 101 |
| 6446 | TOEWS CORP /ADV | $259M | Q1 2026 | 5/4/2026 | 6 |
| 6447 | POTENTIA WEALTH | $259M | Q1 2026 | 5/11/2026 | 89 |
| 6448 | Private Wealth Group, LLC | $259M | Q2 2026 | 7/8/2026 | 76 |
| 6449 | Quartz Partners, LLC | $259M | Q1 2026 | 5/5/2026 | 168 |
| 6450 | GREYSTONE INVESTMENT MANAGEMENT LLC | $259M | Q2 2014 | 8/1/2014 | 59 |
| 6451 | Reservoir Operations, L.P. | $259M | Q1 2014 | 5/13/2014 | 31 |
| 6452 | COLRAIN CAPITAL LLC | $259M | Q1 2026 | 5/12/2026 | 26 |
| 6453 | NewGen Asset Management Ltd | $259M | Q1 2026 | 5/8/2026 | 30 |
| 6454 | Codex Capital Asset Management L.L.C. | $259M | Q1 2026 | 4/16/2026 | 31 |
| 6455 | Cottage Street Advisors LLC | $259M | Q2 2026 | 7/20/2026 | 149 |
| 6456 | Pacific Excel Wealth Advisors, Inc. | $258M | Q2 2026 | 7/6/2026 | 228 |
| 6457 | BEACON FINANCIAL PLANNING, INC | $258M | Q1 2026 | 4/22/2026 | 76 |
| 6458 | Glass Wealth Management Co LLC | $258M | Q1 2026 | 5/1/2026 | 67 |
| 6459 | Waterfront Capital Partners, LLC | $258M | Q2 2014 | 8/11/2014 | 45 |
| 6460 | Beach Point Capital Management LP | $258M | Q2 2026 | 7/22/2026 | 14 |
| 6461 | MENDON CAPITAL ADVISORS CORP | $258M | Q1 2026 | 5/15/2026 | 53 |
| 6462 | OMC Financial Services LTD | $258M | Q1 2026 | 4/30/2026 | 64 |
| 6463 | Stash Investments, LLC | $258M | Q1 2026 | 4/2/2026 | 5 |
| 6464 | First Affirmative Financial Network | $258M | Q1 2026 | 5/11/2026 | 325 |
| 6465 | Shelter Ins Profit Sharing | $258M | Q2 2014 | 7/22/2014 | 44 |
| 6466 | AGF Investments America Inc. | $258M | Q2 2014 | 7/30/2014 | 79 |
| 6467 | AMS Capital Ltda | $257M | Q1 2026 | 6/17/2026 | 15 |
| 6468 | TOWLE & CO | $257M | Q1 2026 | 5/14/2026 | 54 |
| 6469 | Beaumont Asset Management, L.L.C. | $257M | Q2 2026 | 7/22/2026 | 79 |
| 6470 | RHO CAPITAL PARTNERS INC | $257M | Q2 2014 | 7/22/2014 | 6 |
| 6471 | Cruiser Capital Advisors, LLC | $257M | Q1 2026 | 5/15/2026 | 53 |
| 6472 | ADW Capital Management, LLC | $257M | Q1 2026 | 5/15/2026 | 11 |
| 6473 | HILLMAN CO | $257M | Q1 2026 | 4/23/2026 | 14 |
| 6474 | New England Research & Management, Inc. | $257M | Q2 2026 | 7/9/2026 | 134 |
| 6475 | Guardian Financial Partners, LLC | $257M | Q2 2026 | 7/15/2026 | 69 |
| 6476 | GATE CITY CAPITAL MANAGEMENT, LLC | $257M | Q1 2026 | 5/15/2026 | 16 |
| 6477 | HMV Wealth Advisors, LLC | $257M | Q2 2026 | 7/13/2026 | 89 |
| 6478 | Leslie Global Wealth, LLC | $257M | Q2 2026 | 7/21/2026 | 85 |
| 6479 | Eagle Bluffs Wealth Management LLC | $257M | Q1 2026 | 4/24/2026 | 80 |
| 6480 | DAILY JOURNAL CORP | $257M | Q2 2026 | 7/16/2026 | 4 |
| 6481 | Houlihan Financial Resource Group, Ltd. | $257M | Q1 2026 | 4/29/2026 | 109 |
| 6482 | Palisades Hudson Asset Management, L.P. | $257M | Q1 2026 | 5/7/2026 | 108 |
| 6483 | AXA S.A. | $256M | Q1 2026 | 5/15/2026 | 75 |
| 6484 | IVC Wealth Advisors LLC | $256M | Q2 2026 | 7/14/2026 | 177 |
| 6485 | SECURITY NATIONAL TRUST CO | $256M | Q2 2014 | 7/14/2014 | 533 |
| 6486 | Giralda Advisors, LLC | $256M | Q1 2014 | 5/8/2014 | 10 |
| 6487 | My Personal CFO, LLC | $256M | Q2 2026 | 7/21/2026 | 91 |
| 6488 | Sage Capital Management, LLC | $256M | Q2 2026 | 7/20/2026 | 167 |
| 6489 | Meritas Wealth Management, LLC | $256M | Q2 2026 | 7/21/2026 | 63 |
| 6490 | Grunden Financial Advisory, Inc. | $256M | Q4 2025 | 1/27/2026 | 35 |
| 6491 | Corigliano Investment Advisers, LLC | $256M | Q1 2026 | 5/15/2026 | 37 |
| 6492 | Yoder Wealth Management, Inc. | $256M | Q2 2026 | 7/22/2026 | 129 |
| 6493 | Krensavage Asset Management, LLC | $256M | Q1 2026 | 5/14/2026 | 20 |
| 6494 | Trueblood Wealth Management, LLC | $256M | Q1 2026 | 4/21/2026 | 256 |
| 6495 | Highlander Partners, L.P. | $256M | Q1 2026 | 4/14/2026 | 45 |
| 6496 | KENNEDY INVESTMENT GROUP, INC. | $255M | Q1 2026 | 4/22/2026 | 135 |
| 6497 | Altrafin AG | $255M | Q2 2026 | 7/20/2026 | 44 |
| 6498 | 2Xideas AG | $255M | Q1 2026 | 5/11/2026 | 47 |
| 6499 | Caldwell Investment Management Ltd. | $255M | Q1 2026 | 5/14/2026 | 57 |
| 6500 | Carolina Wealth Advisors, LLC | $255M | Q2 2026 | 7/9/2026 | 278 |
| 6501 | Juno Financial Group LLC | $255M | Q1 2026 | 5/6/2026 | 70 |
| 6502 | Palisades Investment Partners, LLC | $255M | Q1 2026 | 4/30/2026 | 51 |
| 6503 | Wrenne Financial Planning LLC | $255M | Q1 2026 | 5/14/2026 | 49 |
| 6504 | Long Road Investment Counsel, LLC | $255M | Q1 2026 | 5/8/2026 | 78 |
| 6505 | Garner Asset Management Corp | $255M | Q1 2026 | 4/28/2026 | 156 |
| 6506 | VISTA INVESTMENT PARTNERS II, LLC | $255M | Q2 2026 | 7/21/2026 | 160 |
| 6507 | TIEMANN INVESTMENT ADVISORS, LLC | $255M | Q1 2026 | 5/12/2026 | 204 |
| 6508 | SHELTON WEALTH MANAGEMENT, LLC | $255M | Q2 2026 | 7/13/2026 | 144 |
| 6509 | Sprinkle Financial Consultants LLC | $255M | Q2 2026 | 7/8/2026 | 104 |
| 6510 | Capital Directions Investment Advisors, LLC | $255M | Q1 2014 | 5/12/2014 | 60 |
| 6511 | Cowen Prime Services LLC | $255M | Q2 2014 | 8/8/2014 | 274 |
| 6512 | State Insurance Fund | $255M | Q2 2026 | 7/22/2026 | 1 |
| 6513 | Westwood Wealth Management | $255M | Q1 2026 | 5/11/2026 | 42 |
| 6514 | Incline Global Management LLC | $255M | Q1 2026 | 5/15/2026 | 24 |
| 6515 | Left Brain Wealth Management, LLC | $255M | Q1 2026 | 4/30/2026 | 79 |
| 6516 | Tenon Financial LLC | $255M | Q1 2026 | 4/21/2026 | 54 |
| 6517 | Integrity Wealth Solutions LLC | $255M | Q1 2026 | 5/4/2026 | 130 |
| 6518 | LifePlan Investment Advisors, Inc. | $254M | Q1 2026 | 5/14/2026 | 122 |
| 6519 | 1776 Wealth LLC | $254M | Q1 2026 | 5/8/2026 | 146 |
| 6520 | TORQUE ASSET MANAGEMENT LLC | $254M | Q1 2026 | 5/15/2026 | 12 |
| 6521 | GRATRY & Co LLC | $254M | Q2 2014 | 7/31/2014 | 64 |
| 6522 | Wealth Quarterback LLC | $254M | Q1 2026 | 4/9/2026 | 163 |
| 6523 | LHM, INC. | $254M | Q1 2026 | 5/14/2026 | 22 |
| 6524 | Ransom Advisory, Ltd | $254M | Q4 2025 | 1/6/2026 | 433 |
| 6525 | KSA CAPITAL MANAGEMENT, LLC | $254M | Q1 2014 | 5/15/2014 | 43 |
| 6526 | Eastover Investment Advisors LLC | $254M | Q2 2026 | 7/13/2026 | 49 |
| 6527 | Aurelius Family Office LLC | $254M | Q2 2026 | 7/13/2026 | 49 |
| 6528 | Madden Advisory Services, Inc. | $254M | Q1 2026 | 5/11/2026 | 108 |
| 6529 | GEM Asset Management, LLC | $254M | Q2 2026 | 7/21/2026 | 116 |
| 6530 | Sellwood Investment Partners LLC | $254M | Q1 2026 | 4/23/2026 | 59 |
| 6531 | Gainplan LLC | $254M | Q2 2026 | 7/7/2026 | 61 |
| 6532 | Oxinas Partners, LLC | $254M | Q2 2026 | 7/14/2026 | 149 |
| 6533 | Signature Resources Capital Management, LLC | $254M | Q2 2026 | 7/13/2026 | 703 |
| 6534 | MorganRosel Wealth Management, LLC | $254M | Q1 2026 | 5/6/2026 | 103 |
| 6535 | Dogwood Wealth Management LLC | $253M | Q2 2026 | 7/6/2026 | 851 |
| 6536 | Phoenix Wealth Advisors | $253M | Q1 2026 | 4/22/2026 | 126 |
| 6537 | D.C. Capital Advisors, Ltd | $253M | Q1 2014 | 5/14/2014 | 18 |
| 6538 | Hiley Hunt Wealth Management | $253M | Q2 2026 | 7/7/2026 | 49 |
| 6539 | Avos Capital Management, LLC | $253M | Q1 2026 | 5/15/2026 | 29 |
| 6540 | Jupiter Wealth Management LLC | $253M | Q1 2026 | 5/14/2026 | 90 |
| 6541 | NASPERS LTD | $253M | Q1 2026 | 5/13/2026 | 3 |
| 6542 | J.H. Whitney Capital Partners, LLC | $253M | Q2 2014 | 8/7/2014 | 1 |
| 6543 | O'ROURKE & COMPANY, Inc | $253M | Q1 2026 | 5/14/2026 | 171 |
| 6544 | Emerging Global Advisors, LLC | $252M | Q1 2014 | 5/15/2014 | 18 |
| 6545 | Ruggaard & Associates LLC | $252M | Q1 2026 | 5/26/2026 | 122 |
| 6546 | Lodestone Wealth Management LLC | $252M | Q1 2026 | 5/1/2026 | 781 |
| 6547 | PJT Investments Corp. | $252M | Q1 2026 | 5/14/2026 | 8 |
| 6548 | DINSMORE CAPITAL MANAGEMENT CO/NJ | $252M | Q1 2014 | 5/14/2014 | 138 |
| 6549 | Ensemble Capital Management, LLC | $252M | Q1 2014 | 5/14/2014 | 47 |
| 6550 | Meramec Financial Planners, LLC | $252M | Q1 2026 | 4/27/2026 | 520 |
| 6551 | Silver Lake Advisory, LLC | $252M | Q1 2026 | 4/27/2026 | 103 |
| 6552 | INVENIO WEALTH PARTNERS LLC | $252M | Q1 2026 | 4/14/2026 | 89 |
| 6553 | Carnegie Lake Advisors LLC | $252M | Q1 2026 | 4/29/2026 | 167 |
| 6554 | Christensen, King & Associates Investment Services, Inc. | $252M | Q2 2026 | 7/14/2026 | 108 |
| 6555 | Seneca House Advisors | $252M | Q1 2026 | 5/1/2026 | 96 |
| 6556 | Trustees of Dartmouth College | $252M | Q1 2026 | 5/14/2026 | 11 |
| 6557 | WETZEL INVESTMENT ADVISORS, INC. | $252M | Q1 2026 | 4/22/2026 | 131 |
| 6558 | Ducere Wealth Management LLC | $251M | Q1 2026 | 5/11/2026 | 126 |
| 6559 | Hapanowicz & Associates Financial Services, Inc | $251M | Q1 2026 | 4/28/2026 | 31 |
| 6560 | MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | $251M | Q2 2014 | 8/4/2014 | 79 |
| 6561 | WEIK CAPITAL MANAGEMENT | $251M | Q1 2026 | 5/12/2026 | 90 |
| 6562 | HOKANSON ASSOCIATES, INC. | $251M | Q2 2014 | 7/23/2014 | 113 |
| 6563 | WASHINGTON STATE INVESTMENT BOARD | $251M | Q1 2026 | 5/5/2026 | 2 |
| 6564 | BAYSHORE ASSET MANAGEMENT, LLC | $251M | Q1 2026 | 4/24/2026 | 40 |
| 6565 | BOYUM WEALTH ARCHITECTS LLC | $251M | Q2 2026 | 7/15/2026 | 72 |
| 6566 | Client First Capital LLC | $251M | Q2 2026 | 7/10/2026 | 28 |
| 6567 | PINNACLE FINANCIAL PARTNERS INC | $251M | Q2 2014 | 7/29/2014 | 193 |
| 6568 | Hubbell Strickland Wealth Management, LLC | $251M | Q1 2026 | 4/29/2026 | 83 |
| 6569 | M37 Management LP | $251M | Q1 2026 | 5/15/2026 | 12 |
| 6570 | TrueWealth Financial Partners | $251M | Q1 2026 | 5/20/2026 | 66 |
| 6571 | Boulder Wealth Advisors, LLC | $251M | Q1 2026 | 5/8/2026 | 33 |
| 6572 | Compass Wealth Management, LLC/GA | $251M | Q2 2026 | 7/21/2026 | 74 |
| 6573 | REDW Wealth LLC | $251M | Q1 2026 | 5/7/2026 | 99 |
| 6574 | Keyes, Stange & Wooten Wealth Management, LLC | $251M | Q2 2026 | 7/20/2026 | 74 |
| 6575 | KERN Cobalt Co-Invest Partners AP LP | $251M | Q2 2014 | 8/7/2014 | 1 |
| 6576 | Essex Woodlands Management, Inc. | $251M | Q1 2026 | 5/4/2026 | 5 |
| 6577 | Chicago Wealth Management, Inc. | $251M | Q1 2026 | 5/11/2026 | 59 |
| 6578 | Pflug Koory, LLC | $250M | Q2 2026 | 7/21/2026 | 426 |
| 6579 | Parker Financial LLC | $250M | Q1 2026 | 4/21/2026 | 37 |
| 6580 | VPR Management LLC | $250M | Q1 2026 | 5/15/2026 | 65 |
| 6581 | Quadratic Capital Management LLC | $250M | Q2 2026 | 7/10/2026 | 2 |
| 6582 | EVR Research LP | $250M | Q1 2026 | 5/14/2026 | 30 |
| 6583 | BERNZOTT CAPITAL ADVISORS | $250M | Q2 2026 | 7/21/2026 | 35 |
| 6584 | TMT General Partner Ltd | $250M | Q1 2026 | 5/8/2026 | 3 |
| 6585 | Bigelow Investment Advisors, LLC | $250M | Q1 2026 | 4/23/2026 | 153 |
| 6586 | Stonepine Capital Management, LLC | $250M | Q1 2026 | 5/14/2026 | 83 |
| 6587 | Tiger Legatus Capital Management, LLC | $250M | Q1 2014 | 5/15/2014 | 14 |
| 6588 | FIDELITY D & D BANCORP INC | $249M | Q1 2026 | 4/30/2026 | 107 |
| 6589 | Oslo Asset Management AS | $249M | Q2 2014 | 7/21/2014 | 8 |
| 6590 | Mirabaud & Cie SA | $249M | Q2 2026 | 7/8/2026 | 53 |
| 6591 | Step Capital Management Pte. Ltd. | $249M | Q1 2026 | 5/11/2026 | 27 |
| 6592 | Rockingstone Advisors LLC | $249M | Q2 2026 | 7/13/2026 | 115 |
| 6593 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $249M | Q2 2026 | 7/22/2026 | 151 |
| 6594 | Rosalind Advisors, Inc. | $249M | Q1 2026 | 5/14/2026 | 38 |
| 6595 | Grandmaster Capital Management LLC | $249M | Q2 2014 | 8/6/2014 | 19 |
| 6596 | Tabor Asset Management, LP | $249M | Q1 2026 | 5/15/2026 | 39 |
| 6597 | Finley Financial, LLC | $248M | Q2 2026 | 7/8/2026 | 110 |
| 6598 | Pivot Point Capital Partners, LLC | $248M | Q2 2014 | 8/8/2014 | 9 |
| 6599 | Mount Capital Ltd | $248M | Q1 2026 | 5/14/2026 | 18 |
| 6600 | Ospraie Management, LLC | $248M | Q1 2014 | 5/15/2014 | 23 |