Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6601 | FMB WEALTH MANAGEMENT | $272M | Q2 2026 | 7/27/2026 | 74 |
| 6602 | FMA ADVISORY INC | $272M | Q2 2014 | 7/25/2014 | 122 |
| 6603 | Emprise Bank | $271M | Q2 2026 | 7/7/2026 | 109 |
| 6604 | BREMER TRUST NATIONAL ASSOCIATION | $271M | Q1 2014 | 4/8/2014 | 202 |
| 6605 | MB, LEVIS & ASSOCIATES, LLC | $271M | Q2 2026 | 7/22/2026 | 254 |
| 6606 | Long Road Investment Counsel, LLC | $271M | Q2 2026 | 8/14/2026 | 80 |
| 6607 | MTCO Ltd. | $271M | Q2 2026 | 7/9/2026 | 4 |
| 6608 | Bernard Wealth Management Corp. | $271M | Q2 2026 | 8/21/2026 | 325 |
| 6609 | Agate Pass Investment Management, LLC | $271M | Q2 2026 | 7/8/2026 | 109 |
| 6610 | Eurizon SLJ Capital Ltd | $271M | Q2 2026 | 8/3/2026 | 172 |
| 6611 | AAF Wealth Management, LLC | $271M | Q2 2026 | 7/17/2026 | 57 |
| 6612 | Orin Green Financial, LLC | $271M | Q2 2026 | 7/13/2026 | 83 |
| 6613 | M1 Capital Management LLC | $271M | Q2 2026 | 8/11/2026 | 113 |
| 6614 | Avalon Advisory Group | $271M | Q2 2026 | 7/29/2026 | 14 |
| 6615 | Integrity Wealth Solutions LLC | $271M | Q2 2026 | 7/30/2026 | 129 |
| 6616 | KALEIDOSCOPE CAPITAL LP | $271M | Q2 2026 | 8/11/2026 | 16 |
| 6617 | Peloton Wealth Strategists | $271M | Q2 2026 | 8/10/2026 | 91 |
| 6618 | Burk Holdings LLC | $271M | Q2 2026 | 8/12/2026 | 645 |
| 6619 | HOWARD WEALTH MANAGEMENT, LLC | $270M | Q2 2026 | 7/21/2026 | 156 |
| 6620 | Evergreen Private Wealth LLC | $270M | Q2 2026 | 7/23/2026 | 89 |
| 6621 | Cascades Capital Asset Management, LLC | $270M | Q2 2026 | 8/14/2026 | 168 |
| 6622 | Citrine Capital LLC | $270M | Q2 2026 | 7/23/2026 | 60 |
| 6623 | ENTREWEALTH, LLC | $270M | Q2 2026 | 8/13/2026 | 140 |
| 6624 | PACES FERRY WEALTH ADVISORS, LLC | $270M | Q2 2026 | 8/13/2026 | 142 |
| 6625 | NavPoint Financial, Inc. | $270M | Q2 2026 | 7/23/2026 | 74 |
| 6626 | Verisail Partners, LLC | $270M | Q2 2026 | 7/14/2026 | 26 |
| 6627 | CLINTON GROUP INC | $270M | Q1 2014 | 5/14/2014 | 323 |
| 6628 | Titan Wealth (CI) Ltd | $269M | Q2 2026 | 8/12/2026 | 51 |
| 6629 | Allie Family Office LLC | $269M | Q2 2026 | 8/12/2026 | 107 |
| 6630 | Rosalind Advisors, Inc. | $269M | Q2 2026 | 8/14/2026 | 35 |
| 6631 | Game Plan Financial Advisors, LLC | $269M | Q2 2026 | 8/7/2026 | 465 |
| 6632 | PLUSTICK MANAGEMENT LLC | $269M | Q2 2026 | 8/14/2026 | 25 |
| 6633 | Zeno Equity Partners LLP | $269M | Q2 2026 | 8/14/2026 | 16 |
| 6634 | LANDESBANK BADEN-WUERTTEMBERG | $269M | Q2 2026 | 8/4/2026 | 6 |
| 6635 | 5T Wealth, LLC | $269M | Q2 2026 | 7/21/2026 | 134 |
| 6636 | V2 Financial group LLC | $268M | Q2 2026 | 8/10/2026 | 123 |
| 6637 | Oakcliff Capital Partners, LP | $268M | Q2 2026 | 8/13/2026 | 9 |
| 6638 | Cordgrass Capital Advisors, LLC | $268M | Q2 2026 | 8/6/2026 | 225 |
| 6639 | Carnegie Lake Advisors LLC | $268M | Q2 2026 | 7/24/2026 | 168 |
| 6640 | MAD RIVER INVESTORS | $268M | Q2 2026 | 8/3/2026 | 30 |
| 6641 | MONEYWISE, INC. | $268M | Q2 2026 | 7/21/2026 | 86 |
| 6642 | Aspect Partners, LLC | $268M | Q2 2026 | 7/16/2026 | 679 |
| 6643 | ANB BANK | $268M | Q2 2026 | 8/11/2026 | 127 |
| 6644 | Everest Private Wealth | $268M | Q2 2026 | 8/7/2026 | 85 |
| 6645 | Empower Annuity Insurance Co | $268M | Q2 2026 | 8/12/2026 | 1 |
| 6646 | New England Professional Planning Group Inc. | $268M | Q2 2026 | 7/28/2026 | 50 |
| 6647 | SMITH SHELLNUT WILSON LLC /ADV | $268M | Q2 2026 | 8/3/2026 | 161 |
| 6648 | WASHINGTON STATE INVESTMENT BOARD | $268M | Q2 2026 | 8/3/2026 | 2 |
| 6649 | Stonerise Capital Management, LLC | $268M | Q1 2014 | 5/15/2014 | 11 |
| 6650 | Compass Financial Services Inc | $268M | Q2 2026 | 7/24/2026 | 57 |
| 6651 | TCFG WEALTH MANAGEMENT, LLC | $267M | Q1 2026 | 4/23/2026 | 274 |
| 6652 | Packer & Co Ltd | $267M | Q1 2026 | 5/13/2026 | 10 |
| 6653 | HMS Capital Management, LLC | $267M | Q2 2026 | 7/21/2026 | 120 |
| 6654 | Johnson & White Wealth Management, LLC | $267M | Q2 2026 | 7/16/2026 | 117 |
| 6655 | Financial Guidance Group, Inc. | $267M | Q2 2026 | 7/22/2026 | 91 |
| 6656 | Financial Planning Navigators CORP | $267M | Q2 2026 | 7/28/2026 | 70 |
| 6657 | Ridgewood Investments LLC | $267M | Q2 2026 | 8/3/2026 | 208 |
| 6658 | Element Wealth, LLC | $267M | Q2 2026 | 8/14/2026 | 214 |
| 6659 | GARGOYLE INVESTMENT ADVISOR L.L.C. | $267M | Q2 2014 | 8/11/2014 | 142 |
| 6660 | FF Advisors,LLC | $267M | Q2 2026 | 7/29/2026 | 123 |
| 6661 | Dupree Financial Group, LLC | $267M | Q2 2026 | 7/23/2026 | 81 |
| 6662 | ACADIA TRUST NA | $267M | Q1 2014 | 5/14/2014 | 76 |
| 6663 | UNITED BANK, INC. | $267M | Q2 2014 | 7/18/2014 | 117 |
| 6664 | Beta Wealth Group, Inc. | $267M | Q2 2026 | 7/24/2026 | 114 |
| 6665 | Family Office Research LLC | $267M | Q2 2026 | 7/27/2026 | 85 |
| 6666 | HOWARD BAILEY SECURITIES, LLC | $267M | Q2 2026 | 8/10/2026 | 121 |
| 6667 | SSA SWISS ADVISORS AG | $266M | Q2 2026 | 8/5/2026 | 107 |
| 6668 | FIDUCIARY SERVICES CORP/GA | $266M | Q2 2014 | 8/4/2014 | 157 |
| 6669 | Moreno Evelyn V | $266M | Q2 2014 | 7/2/2014 | 76 |
| 6670 | MISHPACHA HOLDINGS CORP | $266M | Q2 2026 | 8/4/2026 | 5 |
| 6671 | OPTIMUM INVESTMENT ADVISORS | $266M | Q1 2014 | 5/1/2014 | 754 |
| 6672 | Gabalex Capital Management LLC | $266M | Q2 2014 | 8/1/2014 | 14 |
| 6673 | Kemper Corp Master Retirement Trust | $266M | Q1 2014 | 5/12/2014 | 93 |
| 6674 | Forager Capital Management, LLC | $266M | Q2 2026 | 8/14/2026 | 10 |
| 6675 | RETIREMENT GUYS FORMULA LLC | $266M | Q2 2026 | 7/30/2026 | 158 |
| 6676 | Vawter Financial, Ltd. | $266M | Q2 2026 | 7/24/2026 | 131 |
| 6677 | IMPACTfolio, LLC | $266M | Q2 2026 | 7/22/2026 | 37 |
| 6678 | Ballentine Capital Advisors, Inc | $265M | Q2 2026 | 7/23/2026 | 26 |
| 6679 | WMG Financial Advisors, LLC | $265M | Q2 2026 | 7/23/2026 | 105 |
| 6680 | CALDWELL SUTTER CAPITAL, INC. | $265M | Q2 2026 | 8/5/2026 | 930 |
| 6681 | Crosspoint Capital Strategies, LLC | $265M | Q2 2014 | 7/29/2014 | 511 |
| 6682 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | $265M | Q2 2014 | 7/10/2014 | 71 |
| 6683 | Strategic Financial Partners, Ltd. | $265M | Q2 2026 | 8/3/2026 | 88 |
| 6684 | Hippocratic Financial Advisors, LLC | $265M | Q2 2026 | 8/3/2026 | 39 |
| 6685 | Pachira Investments Inc. | $265M | Q2 2026 | 7/17/2026 | 78 |
| 6686 | Mount Capital Ltd | $265M | Q2 2026 | 8/13/2026 | 17 |
| 6687 | MYECFO, LLC | $265M | Q2 2026 | 8/10/2026 | 73 |
| 6688 | GHE, LLC | $265M | Q2 2026 | 7/30/2026 | 57 |
| 6689 | BEDDOW CAPITAL MANAGEMENT INC | $265M | Q4 2025 | 2/11/2026 | 55 |
| 6690 | RAELIPSKIE PARTNERSHIP | $265M | Q2 2026 | 8/4/2026 | 124 |
| 6691 | WASHINGTON UNIVERSITY | $265M | Q2 2026 | 7/14/2026 | 3 |
| 6692 | Keystone Global Partners, LLC | $265M | Q2 2026 | 7/16/2026 | 57 |
| 6693 | St. Johns Investment Management Company, LLC | $264M | Q2 2026 | 8/3/2026 | 201 |
| 6694 | KEYVANTAGE WEALTH, LLC | $264M | Q2 2026 | 8/11/2026 | 96 |
| 6695 | Verity Asset Management, Inc. | $264M | Q2 2026 | 8/13/2026 | 223 |
| 6696 | Boyd Wealth Management, LLC | $264M | Q2 2026 | 7/16/2026 | 47 |
| 6697 | Corecam Pte. Ltd. | $264M | Q2 2026 | 7/14/2026 | 82 |
| 6698 | Wayfinding Financial, LLC | $264M | Q2 2026 | 8/13/2026 | 171 |
| 6699 | Wasserstein Management, L.P. | $264M | Q2 2026 | 8/14/2026 | 8 |
| 6700 | Aragon Global Management, LP | $264M | Q2 2026 | 8/14/2026 | 23 |
| 6701 | Alpha Zero LLC | $264M | Q2 2026 | 7/17/2026 | 107 |
| 6702 | BlueChip Wealth Advisors LLC | $264M | Q2 2026 | 7/30/2026 | 172 |
| 6703 | Physician Wealth Solutions Inc. | $264M | Q2 2026 | 7/13/2026 | 45 |
| 6704 | Navis Wealth Advisors, LLC | $264M | Q2 2026 | 8/14/2026 | 175 |
| 6705 | GGM Financial LLC | $264M | Q2 2026 | 7/23/2026 | 265 |
| 6706 | Greenfield Savings Bank | $264M | Q2 2026 | 7/7/2026 | 148 |
| 6707 | GatePass Capital, LLC | $263M | Q2 2026 | 7/30/2026 | 189 |
| 6708 | VARCOV Co. | $263M | Q2 2026 | 8/14/2026 | 352 |
| 6709 | Signature Wealth Management Group | $263M | Q1 2026 | 4/1/2026 | 128 |
| 6710 | Investmark Advisory Group LLC | $263M | Q2 2026 | 8/7/2026 | 148 |
| 6711 | Heritage Wealth Management, Inc. /CA/ | $263M | Q2 2026 | 7/22/2026 | 100 |
| 6712 | Krensavage Asset Management, LLC | $263M | Q2 2026 | 8/13/2026 | 18 |
| 6713 | Alternative Investment Advisors, LLC. | $263M | Q2 2026 | 8/31/2026 | 78 |
| 6714 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $263M | Q2 2026 | 7/30/2026 | 47 |
| 6715 | Haven Private, LLC | $263M | Q2 2026 | 7/28/2026 | 171 |
| 6716 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $263M | Q2 2026 | 8/14/2026 | 90 |
| 6717 | 5th Street Advisors, LLC | $263M | Q2 2026 | 8/5/2026 | 56 |
| 6718 | Purkiss Capital Advisors LLC | $263M | Q2 2026 | 7/30/2026 | 189 |
| 6719 | Financial Futures Ltd Liability Co. | $263M | Q2 2026 | 7/27/2026 | 80 |
| 6720 | Melone Private Wealth, LLC | $263M | Q2 2026 | 7/9/2026 | 58 |
| 6721 | Alden Global Capital Ltd | $263M | Q1 2014 | 5/15/2014 | 17 |
| 6722 | Massachusetts Wealth Management | $262M | Q2 2026 | 8/3/2026 | 98 |
| 6723 | OUTFITTER ADVISORS, LTD. | $262M | Q2 2014 | 7/28/2014 | 138 |
| 6724 | FIRST CITIZENS INVESTOR SERVICES, INC. | $262M | Q4 2025 | 1/30/2026 | 23 |
| 6725 | GREEN HOLDINGS LTD | $262M | Q1 2014 | 5/15/2014 | 15 |
| 6726 | Fortitude Advisory Group L.L.C. | $262M | Q2 2026 | 7/22/2026 | 238 |
| 6727 | MOKAN Wealth Management Inc. | $262M | Q2 2026 | 7/27/2026 | 95 |
| 6728 | EAGLE WEALTH STRATEGIES LLC | $262M | Q2 2026 | 7/9/2026 | 118 |
| 6729 | Werlinich Asset Management, LLC | $262M | Q2 2026 | 7/9/2026 | 58 |
| 6730 | Twin Lakes Capital Management, LLC | $262M | Q2 2026 | 8/17/2026 | 210 |
| 6731 | ALKEME WEALTH, LLC | $261M | Q2 2026 | 7/16/2026 | 101 |
| 6732 | Casablanca Capital LP | $261M | Q2 2014 | 8/5/2014 | 40 |
| 6733 | HAYS ADVISORY LLC | $261M | Q2 2014 | 7/24/2014 | 16 |
| 6734 | Silverberg Bernstein Capital Management LLC | $261M | Q2 2026 | 7/7/2026 | 70 |
| 6735 | Fairtree Asset Management (Pty) Ltd | $261M | Q2 2026 | 8/11/2026 | 96 |
| 6736 | Segantii Capital Management Ltd | $261M | Q2 2014 | 8/7/2014 | 15 |
| 6737 | NYL Investors LLC | $261M | Q2 2026 | 8/12/2026 | 29 |
| 6738 | NORTHBRIDGE FINANCIAL GROUP, LLC | $261M | Q2 2026 | 7/9/2026 | 184 |
| 6739 | ROANOKE ASSET MANAGEMENT CORP/ NY | $261M | Q2 2014 | 8/4/2014 | 118 |
| 6740 | HORIZON FINANCIAL SERVICES, LLC | $261M | Q2 2026 | 7/20/2026 | 646 |
| 6741 | Bravera Wealth | $261M | Q2 2026 | 7/23/2026 | 352 |
| 6742 | VIRTUS ADVISERS, LLC | $261M | Q2 2026 | 8/11/2026 | 509 |
| 6743 | Revere Asset Management, Inc | $261M | Q2 2026 | 9/14/2026 | 37 |
| 6744 | TEALWOOD ASSET MANAGEMENT INC | $261M | Q2 2026 | 7/14/2026 | 121 |
| 6745 | Robbins Farley | $260M | Q2 2026 | 7/22/2026 | 157 |
| 6746 | Stearns Financial Services Group | $260M | Q1 2014 | 5/12/2014 | 102 |
| 6747 | Marnell Management LLC | $260M | Q2 2026 | 8/13/2026 | 69 |
| 6748 | 4D Advisors, LLC | $260M | Q2 2026 | 8/14/2026 | 37 |
| 6749 | WEIK CAPITAL MANAGEMENT | $260M | Q2 2026 | 8/12/2026 | 93 |
| 6750 | QUARRY HILL ADVISORS, LLC | $260M | Q2 2026 | 7/27/2026 | 53 |
| 6751 | FundX Investment Group, LLC | $260M | Q2 2014 | 8/1/2014 | 19 |
| 6752 | PATRON PARTNERS, LLC | $260M | Q2 2026 | 8/11/2026 | 193 |
| 6753 | PFC CAPITAL GROUP, INC. | $260M | Q2 2026 | 8/5/2026 | 89 |
| 6754 | Zebra Capital Management LLC | $260M | Q2 2014 | 7/30/2014 | 237 |
| 6755 | Family CFO Inc | $260M | Q2 2026 | 7/20/2026 | 47 |
| 6756 | InvesTrust | $260M | Q2 2026 | 7/14/2026 | 95 |
| 6757 | Altus Wealth Management, LLC | $260M | Q2 2026 | 7/21/2026 | 26 |
| 6758 | Heritage Wealth Management, Inc./Texas | $260M | Q2 2026 | 8/10/2026 | 44 |
| 6759 | Porter White Investment Advisors, Inc. | $260M | Q2 2026 | 7/16/2026 | 40 |
| 6760 | Palmer Knight Co | $260M | Q2 2026 | 8/10/2026 | 36 |
| 6761 | MY.Alpha Management HK Advisors Ltd | $260M | Q2 2026 | 8/14/2026 | 9 |
| 6762 | Bocage Capital, LLC | $260M | Q1 2014 | 5/14/2014 | 18 |
| 6763 | Clarus Wealth Advisors | $260M | Q2 2026 | 7/9/2026 | 86 |
| 6764 | WJ Interests, LLC | $259M | Q2 2026 | 7/29/2026 | 22 |
| 6765 | Diesslin Group, Inc. | $259M | Q2 2026 | 7/2/2026 | 59 |
| 6766 | Optimist Retirement Group LLC | $259M | Q2 2026 | 8/10/2026 | 118 |
| 6767 | Cherokee Insurance Co | $259M | Q2 2026 | 8/3/2026 | 124 |
| 6768 | Elevation Capital Advisory, LLC | $259M | Q2 2026 | 7/27/2026 | 63 |
| 6769 | Private Wealth Group, LLC | $259M | Q2 2026 | 7/8/2026 | 76 |
| 6770 | Heritage Family Offices, LLP | $259M | Q2 2026 | 7/29/2026 | 233 |
| 6771 | GREYSTONE INVESTMENT MANAGEMENT LLC | $259M | Q2 2014 | 8/1/2014 | 59 |
| 6772 | Reservoir Operations, L.P. | $259M | Q1 2014 | 5/13/2014 | 31 |
| 6773 | Endowment Wealth Management, Inc. | $259M | Q2 2026 | 8/5/2026 | 181 |
| 6774 | Cottage Street Advisors LLC | $259M | Q2 2026 | 7/20/2026 | 149 |
| 6775 | INSIGHT 2811, INC. | $259M | Q2 2026 | 8/11/2026 | 108 |
| 6776 | Pacific Excel Wealth Advisors, Inc. | $258M | Q2 2026 | 7/6/2026 | 228 |
| 6777 | Resolute Wealth Strategies, LLC | $258M | Q2 2026 | 8/12/2026 | 132 |
| 6778 | Mach-1 Financial Group, LLC | $258M | Q2 2026 | 7/29/2026 | 131 |
| 6779 | Waterfront Capital Partners, LLC | $258M | Q2 2014 | 8/11/2014 | 45 |
| 6780 | Beach Point Capital Management LP | $258M | Q2 2026 | 7/22/2026 | 14 |
| 6781 | Darrow Company, Inc. | $258M | Q2 2026 | 7/29/2026 | 58 |
| 6782 | Lloyd Advisory Services, LLC. | $258M | Q2 2026 | 8/7/2026 | 628 |
| 6783 | Family Capital Management, Inc. | $258M | Q2 2026 | 7/31/2026 | 115 |
| 6784 | GREAT HILL PARTNERS, L.P. | $258M | Q2 2026 | 8/14/2026 | 1 |
| 6785 | First Affirmative Financial Network | $258M | Q1 2026 | 5/11/2026 | 325 |
| 6786 | Robertson Opportunity Capital, LLC | $258M | Q2 2026 | 8/13/2026 | 29 |
| 6787 | Shelter Ins Profit Sharing | $258M | Q2 2014 | 7/22/2014 | 44 |
| 6788 | Inherent Management Corp. | $258M | Q2 2026 | 8/14/2026 | 11 |
| 6789 | AGF Investments America Inc. | $258M | Q2 2014 | 7/30/2014 | 79 |
| 6790 | Ergawealth Advisors, Inc. | $258M | Q2 2026 | 8/7/2026 | 54 |
| 6791 | Prospect Hill Management, LLC | $257M | Q2 2026 | 8/6/2026 | 14 |
| 6792 | Beaumont Asset Management, L.L.C. | $257M | Q2 2026 | 7/22/2026 | 79 |
| 6793 | RHO CAPITAL PARTNERS INC | $257M | Q2 2014 | 7/22/2014 | 6 |
| 6794 | Transcendent Capital Group LLC | $257M | Q2 2026 | 8/5/2026 | 128 |
| 6795 | UNTITLED INVESTMENTS LP | $257M | Q2 2026 | 8/14/2026 | 18 |
| 6796 | New England Research & Management, Inc. | $257M | Q2 2026 | 7/9/2026 | 134 |
| 6797 | Guardian Financial Partners, LLC | $257M | Q2 2026 | 7/15/2026 | 69 |
| 6798 | HMV Wealth Advisors, LLC | $257M | Q2 2026 | 7/13/2026 | 89 |
| 6799 | Leslie Global Wealth, LLC | $257M | Q2 2026 | 7/21/2026 | 85 |
| 6800 | 626 Financial, LLC | $257M | Q2 2026 | 7/27/2026 | 127 |