Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6401 | 5T Wealth, LLC | $253M | Q1 2026 | 4/13/2026 | 129 |
| 6402 | Avos Capital Management, LLC | $253M | Q1 2026 | 5/15/2026 | 29 |
| 6403 | Jupiter Wealth Management LLC | $253M | Q1 2026 | 5/14/2026 | 90 |
| 6404 | DLK Investment Management, LLC | $253M | Q1 2026 | 4/15/2026 | 92 |
| 6405 | NASPERS LTD | $253M | Q1 2026 | 5/13/2026 | 3 |
| 6406 | J.H. Whitney Capital Partners, LLC | $253M | Q2 2014 | 8/7/2014 | 1 |
| 6407 | Shira Ridge Wealth Management | $253M | Q1 2026 | 4/13/2026 | 79 |
| 6408 | FFG Partners, LLC | $253M | Q1 2026 | 4/17/2026 | 36 |
| 6409 | O'ROURKE & COMPANY, Inc | $253M | Q1 2026 | 5/14/2026 | 171 |
| 6410 | Emerging Global Advisors, LLC | $252M | Q1 2014 | 5/15/2014 | 18 |
| 6411 | Stonehearth Capital Management, LLC | $252M | Q1 2026 | 4/17/2026 | 96 |
| 6412 | Ruggaard & Associates LLC | $252M | Q1 2026 | 5/26/2026 | 122 |
| 6413 | Lodestone Wealth Management LLC | $252M | Q1 2026 | 5/1/2026 | 781 |
| 6414 | PJT Investments Corp. | $252M | Q1 2026 | 5/14/2026 | 8 |
| 6415 | DINSMORE CAPITAL MANAGEMENT CO/NJ | $252M | Q1 2014 | 5/14/2014 | 138 |
| 6416 | Ensemble Capital Management, LLC | $252M | Q1 2014 | 5/14/2014 | 47 |
| 6417 | Meramec Financial Planners, LLC | $252M | Q1 2026 | 4/27/2026 | 520 |
| 6418 | Silver Lake Advisory, LLC | $252M | Q1 2026 | 4/27/2026 | 103 |
| 6419 | INVENIO WEALTH PARTNERS LLC | $252M | Q1 2026 | 4/14/2026 | 89 |
| 6420 | Carnegie Lake Advisors LLC | $252M | Q1 2026 | 4/29/2026 | 167 |
| 6421 | Seneca House Advisors | $252M | Q1 2026 | 5/1/2026 | 96 |
| 6422 | Trustees of Dartmouth College | $252M | Q1 2026 | 5/14/2026 | 11 |
| 6423 | WETZEL INVESTMENT ADVISORS, INC. | $252M | Q1 2026 | 4/22/2026 | 131 |
| 6424 | Ducere Wealth Management LLC | $251M | Q1 2026 | 5/11/2026 | 126 |
| 6425 | Hapanowicz & Associates Financial Services, Inc | $251M | Q1 2026 | 4/28/2026 | 31 |
| 6426 | MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | $251M | Q2 2014 | 8/4/2014 | 79 |
| 6427 | WEIK CAPITAL MANAGEMENT | $251M | Q1 2026 | 5/12/2026 | 90 |
| 6428 | HOKANSON ASSOCIATES, INC. | $251M | Q2 2014 | 7/23/2014 | 113 |
| 6429 | WASHINGTON STATE INVESTMENT BOARD | $251M | Q1 2026 | 5/5/2026 | 2 |
| 6430 | BAYSHORE ASSET MANAGEMENT, LLC | $251M | Q1 2026 | 4/24/2026 | 40 |
| 6431 | PINNACLE FINANCIAL PARTNERS INC | $251M | Q2 2014 | 7/29/2014 | 193 |
| 6432 | Hubbell Strickland Wealth Management, LLC | $251M | Q1 2026 | 4/29/2026 | 83 |
| 6433 | M37 Management LP | $251M | Q1 2026 | 5/15/2026 | 12 |
| 6434 | TrueWealth Financial Partners | $251M | Q1 2026 | 5/20/2026 | 66 |
| 6435 | Boulder Wealth Advisors, LLC | $251M | Q1 2026 | 5/8/2026 | 33 |
| 6436 | Quad-Cities Investment Group, LLC | $251M | Q1 2026 | 4/21/2026 | 200 |
| 6437 | REDW Wealth LLC | $251M | Q1 2026 | 5/7/2026 | 99 |
| 6438 | KERN Cobalt Co-Invest Partners AP LP | $251M | Q2 2014 | 8/7/2014 | 1 |
| 6439 | Essex Woodlands Management, Inc. | $251M | Q1 2026 | 5/4/2026 | 5 |
| 6440 | Chicago Wealth Management, Inc. | $251M | Q1 2026 | 5/11/2026 | 59 |
| 6441 | Parker Financial LLC | $250M | Q1 2026 | 4/21/2026 | 37 |
| 6442 | VPR Management LLC | $250M | Q1 2026 | 5/15/2026 | 65 |
| 6443 | Concorde Asset Management, LLC | $250M | Q4 2025 | 2/13/2026 | 241 |
| 6444 | EVR Research LP | $250M | Q1 2026 | 5/14/2026 | 30 |
| 6445 | TMT General Partner Ltd | $250M | Q1 2026 | 5/8/2026 | 3 |
| 6446 | Bigelow Investment Advisors, LLC | $250M | Q1 2026 | 4/23/2026 | 153 |
| 6447 | Stonepine Capital Management, LLC | $250M | Q1 2026 | 5/14/2026 | 83 |
| 6448 | Porter White Investment Advisors, Inc. | $250M | Q1 2026 | 5/12/2026 | 40 |
| 6449 | Tiger Legatus Capital Management, LLC | $250M | Q1 2014 | 5/15/2014 | 14 |
| 6450 | FIDELITY D & D BANCORP INC | $249M | Q1 2026 | 4/30/2026 | 107 |
| 6451 | Oslo Asset Management AS | $249M | Q2 2014 | 7/21/2014 | 8 |
| 6452 | Emprise Bank | $249M | Q1 2026 | 4/20/2026 | 107 |
| 6453 | Step Capital Management Pte. Ltd. | $249M | Q1 2026 | 5/11/2026 | 27 |
| 6454 | Buska Wealth Management, LLC | $249M | Q1 2026 | 4/13/2026 | 74 |
| 6455 | DOPKINS WEALTH MANAGEMENT, LLC | $249M | Q1 2026 | 4/20/2026 | 92 |
| 6456 | Rosalind Advisors, Inc. | $249M | Q1 2026 | 5/14/2026 | 38 |
| 6457 | Financial Guidance Group, Inc. | $249M | Q1 2026 | 4/23/2026 | 89 |
| 6458 | Grandmaster Capital Management LLC | $249M | Q2 2014 | 8/6/2014 | 19 |
| 6459 | Tabor Asset Management, LP | $249M | Q1 2026 | 5/15/2026 | 39 |
| 6460 | Tumwater Wealth Management, LLC | $249M | Q1 2026 | 4/20/2026 | 34 |
| 6461 | Deane Retirement Strategies, Inc. | $249M | Q1 2026 | 4/7/2026 | 57 |
| 6462 | Dupree Financial Group, LLC | $248M | Q1 2026 | 4/23/2026 | 71 |
| 6463 | FSA Investment Group, LLC | $248M | Q1 2026 | 4/21/2026 | 45 |
| 6464 | YARGER WEALTH STRATEGIES, LLC | $248M | Q1 2026 | 5/13/2026 | 125 |
| 6465 | Pivot Point Capital Partners, LLC | $248M | Q2 2014 | 8/8/2014 | 9 |
| 6466 | Mount Capital Ltd | $248M | Q1 2026 | 5/14/2026 | 18 |
| 6467 | Ospraie Management, LLC | $248M | Q1 2014 | 5/15/2014 | 23 |
| 6468 | Greykasell Wealth Strategies, Inc. | $248M | Q1 2026 | 5/7/2026 | 567 |
| 6469 | Capital Z Partners Management, LLC | $248M | Q1 2014 | 5/14/2014 | 2 |
| 6470 | SEGRA CAPITAL MANAGEMENT, LLC | $248M | Q1 2026 | 5/7/2026 | 12 |
| 6471 | Man Investments (CH) AG | $248M | Q1 2014 | 5/15/2014 | 51 |
| 6472 | Avalon Advisory Group | $248M | Q1 2026 | 4/22/2026 | 12 |
| 6473 | Towerpoint Wealth, LLC | $248M | Q1 2026 | 4/8/2026 | 93 |
| 6474 | Intrepid Financial Planning Group LLC | $248M | Q1 2026 | 5/13/2026 | 125 |
| 6475 | American Capital Advisory, LLC | $248M | Q1 2026 | 4/29/2026 | 1,140 |
| 6476 | AXS Investments LLC | $248M | Q1 2026 | 5/6/2026 | 190 |
| 6477 | Montz Harcus Wealth Management LLC | $248M | Q1 2026 | 4/29/2026 | 93 |
| 6478 | Charles River XIII GP, LLC | $248M | Q2 2014 | 7/30/2014 | 1 |
| 6479 | Capital Impact Advisors, LLC | $247M | Q1 2026 | 5/14/2026 | 30 |
| 6480 | Evergreen Private Wealth LLC | $247M | Q1 2026 | 4/28/2026 | 87 |
| 6481 | NavPoint Financial, Inc. | $247M | Q1 2026 | 4/24/2026 | 71 |
| 6482 | ANB BANK | $247M | Q1 2026 | 5/6/2026 | 128 |
| 6483 | Peloton Wealth Strategists | $247M | Q1 2026 | 5/14/2026 | 86 |
| 6484 | Blacksheep Fund Management Ltd | $247M | Q1 2026 | 5/13/2026 | 8 |
| 6485 | Vivid Wealth Management, LLC | $247M | Q1 2026 | 4/27/2026 | 66 |
| 6486 | Alistair Capital Management, L.L.C. | $247M | Q1 2014 | 5/15/2014 | 22 |
| 6487 | Goldstein Munger & Associates | $247M | Q2 2014 | 8/7/2014 | 30 |
| 6488 | RESOLUTE CAPITAL, LLC | $247M | Q1 2026 | 5/12/2026 | 57 |
| 6489 | Hillcrest Wealth Advisors - NY, LLC | $247M | Q1 2026 | 4/28/2026 | 51 |
| 6490 | GAVEA INVESTIMENTOS LTDA | $247M | Q1 2014 | 5/8/2014 | 2 |
| 6491 | FF Advisors,LLC | $247M | Q1 2026 | 4/27/2026 | 114 |
| 6492 | Valued Wealth Advisors LLC | $247M | Q1 2026 | 4/30/2026 | 751 |
| 6493 | IRIDIAN ASSET MANAGEMENT LLC/CT | $247M | Q1 2026 | 4/23/2026 | 42 |
| 6494 | Calypso Capital Management, LP | $247M | Q1 2014 | 5/13/2014 | 17 |
| 6495 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $246M | Q1 2026 | 5/4/2026 | 37 |
| 6496 | Verisail Partners, LLC | $246M | Q1 2026 | 4/20/2026 | 25 |
| 6497 | Zeno Equity Partners LLP | $246M | Q1 2026 | 5/15/2026 | 13 |
| 6498 | Cordant, Inc. | $246M | Q1 2026 | 4/13/2026 | 75 |
| 6499 | Flagship Private Wealth, LLC | $246M | Q1 2026 | 4/24/2026 | 108 |
| 6500 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $246M | Q1 2026 | 4/24/2026 | 145 |
| 6501 | DRAVO BAY LLC | $246M | Q1 2026 | 5/7/2026 | 54 |
| 6502 | HANOVER ADVISORS INC | $246M | Q1 2026 | 5/7/2026 | 118 |
| 6503 | Wealth Analytics Partners, LLC | $246M | Q1 2026 | 5/15/2026 | 46 |
| 6504 | Vernal Point Advisors, LLC | $246M | Q1 2026 | 5/14/2026 | 21 |
| 6505 | CALDWELL SUTTER CAPITAL, INC. | $246M | Q1 2026 | 5/5/2026 | 894 |
| 6506 | Retirement Planning Co of New England, Inc. | $246M | Q1 2026 | 5/8/2026 | 248 |
| 6507 | MY.Alpha Management HK Advisors Ltd | $246M | Q1 2026 | 5/14/2026 | 11 |
| 6508 | Investment Research Partners LLC | $246M | Q1 2026 | 4/29/2026 | 245 |
| 6509 | Semper Trust Co. | $246M | Q1 2014 | 5/13/2014 | 154 |
| 6510 | Mirabaud & Cie SA | $246M | Q1 2026 | 5/5/2026 | 54 |
| 6511 | Pilgrim Partners Asia Pte Ltd | $246M | Q1 2026 | 5/12/2026 | 126 |
| 6512 | HighMark Wealth Management LLC | $246M | Q1 2026 | 5/5/2026 | 555 |
| 6513 | Equinox Partners Investment Management LLC | $245M | Q1 2026 | 4/24/2026 | 11 |
| 6514 | COOPER INVESTORS PTY LTD | $245M | Q1 2026 | 4/27/2026 | 42 |
| 6515 | Gunma Bank,Ltd. | $245M | Q2 2014 | 8/7/2014 | 13 |
| 6516 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $245M | Q1 2026 | 4/24/2026 | 6 |
| 6517 | Nut Tree Capital Management, LP | $245M | Q1 2026 | 5/15/2026 | 4 |
| 6518 | MRA Advisory Group | $245M | Q1 2026 | 4/22/2026 | 142 |
| 6519 | Kinloch Capital, LLC | $245M | Q1 2026 | 5/15/2026 | 83 |
| 6520 | Shared Vision Wealth Group LLC | $245M | Q1 2026 | 5/6/2026 | 95 |
| 6521 | Exeter Financial, LLC | $245M | Q1 2026 | 4/23/2026 | 98 |
| 6522 | Melone Private Wealth, LLC | $245M | Q1 2026 | 4/8/2026 | 60 |
| 6523 | FIC CAPITAL INC | $245M | Q1 2014 | 5/14/2014 | 139 |
| 6524 | Aspect Partners, LLC | $245M | Q1 2026 | 4/2/2026 | 709 |
| 6525 | Lloyd Harbor Capital Management, LLC | $245M | Q1 2026 | 5/15/2026 | 26 |
| 6526 | Lewis Asset Management, LLC | $245M | Q1 2026 | 4/21/2026 | 199 |
| 6527 | Ridgewood Investments LLC | $244M | Q1 2026 | 4/3/2026 | 208 |
| 6528 | JNE Partners LLP | $244M | Q1 2026 | 5/15/2026 | 7 |
| 6529 | O'Connor Financial Group LLC | $244M | Q1 2026 | 4/23/2026 | 58 |
| 6530 | Longitude (Cayman) Ltd. | $244M | Q1 2026 | 5/4/2026 | 51 |
| 6531 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $244M | Q1 2026 | 4/27/2026 | 182 |
| 6532 | Cresta Advisors, Ltd. | $244M | Q1 2026 | 4/27/2026 | 53 |
| 6533 | Bawa N Mallick Trust | $244M | Q1 2026 | 5/15/2026 | 69 |
| 6534 | Altus Wealth Group LLC | $244M | Q1 2026 | 4/27/2026 | 144 |
| 6535 | WCG Management, L.P. | $244M | Q2 2014 | 8/4/2014 | 25 |
| 6536 | Panning Capital Management, LP | $244M | Q1 2014 | 5/15/2014 | 11 |
| 6537 | Burford Brothers, Inc. | $244M | Q1 2026 | 4/27/2026 | 172 |
| 6538 | GE INVESTMENT MANAGEMENT CORP. | $244M | Q1 2026 | 5/15/2026 | 4 |
| 6539 | Orin Green Financial, LLC | $244M | Q1 2026 | 4/29/2026 | 78 |
| 6540 | AAF Wealth Management, LLC | $244M | Q1 2026 | 5/8/2026 | 54 |
| 6541 | Carlson Capital Management | $244M | Q2 2014 | 7/8/2014 | 49 |
| 6542 | Solstein Capital, LLC | $244M | Q1 2026 | 5/14/2026 | 441 |
| 6543 | Red Spruce Capital, LLC | $244M | Q1 2026 | 4/9/2026 | 94 |
| 6544 | JW Asset Management, LLC | $244M | Q1 2026 | 5/8/2026 | 19 |
| 6545 | SCHULHOFF & CO INC | $243M | Q1 2026 | 5/11/2026 | 133 |
| 6546 | HUTNER CAPITAL MANAGEMENT INC | $243M | Q1 2026 | 5/15/2026 | 44 |
| 6547 | YANKCOM Partnership | $243M | Q1 2026 | 4/20/2026 | 368 |
| 6548 | HOWARD BAILEY SECURITIES, LLC | $243M | Q1 2026 | 4/23/2026 | 122 |
| 6549 | QUARRY HILL ADVISORS, LLC | $243M | Q1 2026 | 4/22/2026 | 51 |
| 6550 | Independent Family Office, LLC | $243M | Q1 2026 | 5/15/2026 | 90 |
| 6551 | Visualize Group LP | $243M | Q1 2026 | 5/15/2026 | 10 |
| 6552 | SFG Wealth Management, LLC. | $243M | Q1 2026 | 4/22/2026 | 100 |
| 6553 | LGL PARTNERS, LLC | $243M | Q1 2026 | 5/14/2026 | 66 |
| 6554 | GREENBERG FINANCIAL GROUP | $243M | Q4 2025 | 1/22/2026 | 113 |
| 6555 | Creekside Partners | $243M | Q1 2026 | 4/21/2026 | 183 |
| 6556 | WealthCollab, LLC | $243M | Q1 2026 | 5/13/2026 | 977 |
| 6557 | GUARDIAN POINT CAPITAL, LP | $243M | Q1 2026 | 5/15/2026 | 11 |
| 6558 | Element Wealth, LLC | $242M | Q1 2026 | 5/4/2026 | 207 |
| 6559 | Macro Advisors, Inc. | $242M | Q1 2026 | 5/14/2026 | 41 |
| 6560 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $242M | Q1 2026 | 4/14/2026 | 1,323 |
| 6561 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $242M | Q1 2026 | 5/14/2026 | 191 |
| 6562 | Summa Corp. | $242M | Q1 2026 | 4/30/2026 | 83 |
| 6563 | TKG Advisors, LLC | $242M | Q1 2026 | 4/24/2026 | 89 |
| 6564 | Resolute Advisors LLC | $242M | Q1 2026 | 5/7/2026 | 90 |
| 6565 | McNaughton Wealth Management, LLC | $242M | Q1 2026 | 4/8/2026 | 70 |
| 6566 | DOVER ADVISORS, LLC | $242M | Q1 2026 | 4/8/2026 | 159 |
| 6567 | FMB WEALTH MANAGEMENT | $242M | Q1 2026 | 4/15/2026 | 73 |
| 6568 | Beta Wealth Group, Inc. | $242M | Q1 2026 | 5/7/2026 | 112 |
| 6569 | Tribridge Partners Financial LLC | $242M | Q1 2026 | 4/15/2026 | 80 |
| 6570 | denkapparat Operations GmbH | $242M | Q1 2026 | 5/11/2026 | 333 |
| 6571 | Eidelman Virant Capital | $242M | Q2 2014 | 7/9/2014 | 184 |
| 6572 | Ballentine Capital Advisors, Inc | $242M | Q1 2026 | 4/17/2026 | 27 |
| 6573 | Physician Wealth Solutions Inc. | $242M | Q1 2026 | 4/13/2026 | 45 |
| 6574 | Dean Capital Management | $241M | Q1 2026 | 5/15/2026 | 111 |
| 6575 | V2 Capital, LLC | $241M | Q1 2014 | 5/15/2014 | 36 |
| 6576 | THOR TRADING ADVISORS, LLC | $241M | Q1 2026 | 5/7/2026 | 12 |
| 6577 | Altman Advisors, Inc. | $241M | Q1 2026 | 5/5/2026 | 77 |
| 6578 | PACES FERRY WEALTH ADVISORS, LLC | $241M | Q1 2026 | 5/6/2026 | 134 |
| 6579 | CONTINUUM WEALTH ADVISORS, LLC | $241M | Q1 2026 | 5/7/2026 | 70 |
| 6580 | Sherborne Investors Management LP | $241M | Q1 2026 | 4/17/2026 | 1 |
| 6581 | Onyx Financial Advisors, LLC | $241M | Q1 2026 | 4/14/2026 | 18 |
| 6582 | Rakuten Securities, Inc. | $241M | Q1 2026 | 5/1/2026 | 879 |
| 6583 | MBE Wealth Management, LLC | $241M | Q1 2026 | 4/21/2026 | 141 |
| 6584 | GHE, LLC | $241M | Q1 2026 | 5/4/2026 | 55 |
| 6585 | DAILY JOURNAL CORP | $241M | Q1 2026 | 4/15/2026 | 4 |
| 6586 | FORONJY FINANCIAL LLC | $241M | Q1 2026 | 4/23/2026 | 97 |
| 6587 | ADVISORTRUST PARTNERS, LLC | $240M | Q1 2026 | 5/6/2026 | 255 |
| 6588 | Red Tortoise LLC | $240M | Q1 2026 | 4/21/2026 | 591 |
| 6589 | Carolina Wealth Advisors, LLC | $240M | Q1 2026 | 4/7/2026 | 278 |
| 6590 | Hengistbury Investment Partners LLP | $240M | Q1 2026 | 5/15/2026 | 3 |
| 6591 | QTR Family Wealth, LLC | $240M | Q1 2026 | 4/15/2026 | 287 |
| 6592 | DMKC Advisory Services, LLC | $240M | Q1 2026 | 5/1/2026 | 84 |
| 6593 | Bay Rivers Group | $240M | Q1 2026 | 4/13/2026 | 109 |
| 6594 | Groupe Bruxelles Lambert | $240M | Q1 2026 | 5/6/2026 | 1 |
| 6595 | Mainsail Financial Group, LLC | $240M | Q1 2026 | 4/15/2026 | 62 |
| 6596 | TTP Investments, Inc. | $240M | Q1 2026 | 4/16/2026 | 35 |
| 6597 | IRONWOOD INVESTMENT MANAGEMENT LLC | $240M | Q1 2026 | 5/15/2026 | 179 |
| 6598 | WMG Financial Advisors, LLC | $240M | Q1 2026 | 4/23/2026 | 100 |
| 6599 | SmartHarvest Portfolios, LLC | $240M | Q1 2026 | 4/20/2026 | 387 |
| 6600 | Cadence Wealth Management LLC | $240M | Q1 2026 | 5/12/2026 | 58 |