Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6601 | MB, LEVIS & ASSOCIATES, LLC | $240M | Q1 2026 | 4/7/2026 | 234 |
| 6602 | ELEFANTE MICHAEL B | $240M | Q2 2014 | 7/24/2014 | 152 |
| 6603 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $239M | Q1 2026 | 5/5/2026 | 14 |
| 6604 | Abbot Financial Management, Inc. | $239M | Q1 2026 | 5/13/2026 | 138 |
| 6605 | BOYUM WEALTH ARCHITECTS LLC | $239M | Q1 2026 | 5/4/2026 | 73 |
| 6606 | New England Professional Planning Group Inc. | $239M | Q1 2026 | 5/13/2026 | 49 |
| 6607 | Realm Partners LLC | $239M | Q2 2014 | 8/11/2014 | 42 |
| 6608 | HF Capital, LLC | $239M | Q1 2026 | 5/7/2026 | 5 |
| 6609 | Gunderson Capital Management LLC | $239M | Q1 2026 | 4/22/2026 | 46 |
| 6610 | INSIGHT 2811, INC. | $239M | Q1 2026 | 5/7/2026 | 101 |
| 6611 | Mendel Money Management | $239M | Q1 2026 | 5/4/2026 | 137 |
| 6612 | MYECFO, LLC | $239M | Q1 2026 | 4/7/2026 | 66 |
| 6613 | Andalusian Capital Partners, LP | $239M | Q1 2014 | 5/14/2014 | 41 |
| 6614 | Forefront Wealth Partners, LLC | $239M | Q1 2026 | 4/17/2026 | 162 |
| 6615 | ROBINSON CAPITAL MANAGEMENT, LLC | $239M | Q1 2026 | 5/11/2026 | 109 |
| 6616 | JBR Co Financial Management Inc | $239M | Q1 2026 | 4/8/2026 | 120 |
| 6617 | Wealth Watch Advisors, INC | $239M | Q1 2026 | 5/15/2026 | 126 |
| 6618 | PFIZER INC | $239M | Q1 2026 | 5/12/2026 | 18 |
| 6619 | DOW CHEMICAL CO /DE/ | $239M | Q1 2026 | 5/13/2026 | 5 |
| 6620 | Orange County Employees Retirement System | $239M | Q1 2026 | 5/8/2026 | 2 |
| 6621 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $239M | Q1 2026 | 4/29/2026 | 97 |
| 6622 | Mechanics Financial Corp | $239M | Q1 2026 | 5/6/2026 | 232 |
| 6623 | Torrey Growth & Income Advisors | $239M | Q1 2026 | 4/21/2026 | 110 |
| 6624 | Genesee Capital Advisors, LLC | $239M | Q1 2026 | 4/22/2026 | 138 |
| 6625 | Saraza Management, LP | $239M | Q1 2026 | 5/14/2026 | 20 |
| 6626 | Cascades Capital Asset Management, LLC | $239M | Q1 2026 | 5/15/2026 | 159 |
| 6627 | Meristem Family Wealth, LLC | $238M | Q2 2014 | 8/8/2014 | 109 |
| 6628 | Wealth Advisors Northwest LLC | $238M | Q1 2026 | 4/8/2026 | 57 |
| 6629 | Verity Asset Management, Inc. | $238M | Q1 2026 | 4/21/2026 | 213 |
| 6630 | Mine & Arao Wealth Creation & Management, LLC. | $238M | Q1 2026 | 4/29/2026 | 75 |
| 6631 | SimpliFi, Inc. | $238M | Q1 2026 | 4/22/2026 | 43 |
| 6632 | Gallatin Point Capital LLC | $238M | Q1 2026 | 5/12/2026 | 2 |
| 6633 | InvesTrust | $238M | Q1 2026 | 4/7/2026 | 91 |
| 6634 | Keener Financial Planning LLC | $238M | Q1 2026 | 5/1/2026 | 58 |
| 6635 | GPM Growth Investors, Inc. | $238M | Q1 2026 | 4/24/2026 | 42 |
| 6636 | Archer Investment Management, LLC | $238M | Q1 2026 | 4/8/2026 | 108 |
| 6637 | St. Johns Investment Management Company, LLC | $238M | Q1 2026 | 4/28/2026 | 193 |
| 6638 | CNB Bank | $238M | Q1 2026 | 5/6/2026 | 522 |
| 6639 | Values Added Financial LLC | $238M | Q1 2026 | 4/20/2026 | 134 |
| 6640 | Edge Financial Advisors LLC | $238M | Q4 2025 | 1/28/2026 | 135 |
| 6641 | Vawter Financial, Ltd. | $238M | Q1 2026 | 5/15/2026 | 122 |
| 6642 | HOWARD WEALTH MANAGEMENT, LLC | $238M | Q1 2026 | 5/11/2026 | 142 |
| 6643 | SHARIAPORTFOLIO, INC. | $237M | Q4 2025 | 1/21/2026 | 24 |
| 6644 | Bowman & Co S.C. | $237M | Q4 2025 | 1/23/2026 | 118 |
| 6645 | Millington Financial Advisors, LLC | $237M | Q1 2026 | 5/8/2026 | 119 |
| 6646 | Evolution Advisers, Inc. | $237M | Q1 2026 | 5/1/2026 | 162 |
| 6647 | TradeWell Securities, LLC. | $237M | Q1 2026 | 4/13/2026 | 50 |
| 6648 | FreeGulliver LLC | $237M | Q1 2026 | 5/15/2026 | 115 |
| 6649 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $237M | Q1 2026 | 4/20/2026 | 89 |
| 6650 | ASO GROUP Ltd | $237M | Q1 2026 | 4/21/2026 | 56 |
| 6651 | Integrated Capital Management, LLC | $237M | Q1 2026 | 4/17/2026 | 62 |
| 6652 | Foresite Capital Management IV, LLC | $237M | Q1 2026 | 5/15/2026 | 8 |
| 6653 | Grisanti Capital Management LLC | $237M | Q2 2014 | 8/6/2014 | 60 |
| 6654 | Bayshore Capital Advisors, LLC | $237M | Q1 2026 | 4/14/2026 | 41 |
| 6655 | Guardian Financial Partners, LLC | $237M | Q1 2026 | 4/15/2026 | 67 |
| 6656 | Palogic Value Management, L.P. | $237M | Q1 2026 | 5/15/2026 | 176 |
| 6657 | Mid-American Wealth Advisory Group, Inc. | $237M | Q1 2026 | 4/22/2026 | 55 |
| 6658 | Tekne Capital Management, LLC | $237M | Q1 2026 | 5/14/2026 | 3 |
| 6659 | Windle Wealth, LLC | $237M | Q1 2026 | 5/11/2026 | 32 |
| 6660 | Huntington Steele LLC | $237M | Q2 2014 | 8/6/2014 | 68 |
| 6661 | New England Research & Management, Inc. | $237M | Q1 2026 | 5/7/2026 | 143 |
| 6662 | Boyd Wealth Management, LLC | $236M | Q1 2026 | 4/20/2026 | 48 |
| 6663 | Kaizen Financial Strategies | $236M | Q1 2026 | 5/1/2026 | 174 |
| 6664 | StoneCrest Wealth Management, Inc. | $236M | Q1 2026 | 4/8/2026 | 73 |
| 6665 | Johnson & White Wealth Management, LLC | $236M | Q1 2026 | 4/15/2026 | 106 |
| 6666 | Sightline Wealth Advisors, LLC | $236M | Q1 2026 | 4/15/2026 | 91 |
| 6667 | Keeler Thomas Management LLC | $236M | Q1 2026 | 5/11/2026 | 118 |
| 6668 | RAELIPSKIE PARTNERSHIP | $236M | Q1 2026 | 4/29/2026 | 119 |
| 6669 | CG Asset Management LLC | $236M | Q2 2014 | 8/7/2014 | 132 |
| 6670 | Foundry Financial LLC | $236M | Q1 2026 | 4/21/2026 | 71 |
| 6671 | GABLES CAPITAL MANAGEMENT INC. | $236M | Q1 2026 | 5/1/2026 | 472 |
| 6672 | TIDE POINT CAPITAL MANAGEMENT, LP | $236M | Q1 2014 | 5/14/2014 | 36 |
| 6673 | PFG Private Wealth Management, LLC | $236M | Q1 2026 | 5/14/2026 | 75 |
| 6674 | Signpost Capital Advisors, LP | $236M | Q1 2014 | 5/14/2014 | 15 |
| 6675 | OTTER CREEK MANAGEMENT INC | $236M | Q1 2014 | 5/15/2014 | 50 |
| 6676 | Armstrong, Fleming & Moore, Inc | $236M | Q1 2026 | 4/13/2026 | 108 |
| 6677 | Causey Wealth LLC | $236M | Q1 2026 | 5/12/2026 | 81 |
| 6678 | IMPACTfolio, LLC | $235M | Q1 2026 | 4/30/2026 | 35 |
| 6679 | I.G.Y. Ltd | $235M | Q1 2026 | 5/12/2026 | 3 |
| 6680 | ACT Advisors, LLC. | $235M | Q1 2026 | 4/14/2026 | 78 |
| 6681 | CNA FINANCIAL CORP | $235M | Q1 2026 | 5/15/2026 | 15 |
| 6682 | CASTINE CAPITAL MANAGEMENT, LLC | $235M | Q1 2014 | 5/15/2014 | 46 |
| 6683 | BAR HARBOR TRUST SERVICES | $235M | Q2 2014 | 7/17/2014 | 90 |
| 6684 | Elevation Capital Advisory, LLC | $235M | Q1 2026 | 5/8/2026 | 65 |
| 6685 | Elemental Capital Partners LLC | $235M | Q1 2026 | 4/27/2026 | 12 |
| 6686 | Rubicon Global Capital Ltd | $235M | Q1 2026 | 4/27/2026 | 10 |
| 6687 | Clarus Wealth Advisors | $235M | Q1 2026 | 4/8/2026 | 88 |
| 6688 | Midwest Financial Group LLC | $234M | Q1 2026 | 4/22/2026 | 126 |
| 6689 | Greenfield Savings Bank | $234M | Q1 2026 | 4/16/2026 | 143 |
| 6690 | KOCH INDUSTRIES LLC | $234M | Q1 2014 | 5/14/2014 | 5 |
| 6691 | Matisse Capital | $234M | Q1 2026 | 5/8/2026 | 164 |
| 6692 | Bernard Wealth Management Corp. | $234M | Q1 2026 | 5/14/2026 | 360 |
| 6693 | Alexandria Capital, LLC | $234M | Q2 2014 | 8/1/2014 | 600 |
| 6694 | Hoxton Financial, Inc. | $234M | Q2 2014 | 7/10/2014 | 319 |
| 6695 | Compass Wealth Management, LLC/GA | $234M | Q1 2026 | 5/15/2026 | 72 |
| 6696 | Heritage Wealth Management, Inc./Texas | $234M | Q1 2026 | 5/6/2026 | 41 |
| 6697 | Saranac Partners Ltd | $234M | Q1 2026 | 5/15/2026 | 103 |
| 6698 | Investmark Advisory Group LLC | $234M | Q1 2026 | 5/15/2026 | 142 |
| 6699 | Accel Leaders 3 Associates L.P. | $234M | Q1 2026 | 5/8/2026 | 1 |
| 6700 | Ardent Capital Management, Inc. | $234M | Q1 2026 | 5/14/2026 | 47 |
| 6701 | J.H. Whitney Equity Partners VII, LLC | $233M | Q1 2026 | 5/7/2026 | 1 |
| 6702 | Eastover Investment Advisors LLC | $233M | Q1 2026 | 4/8/2026 | 50 |
| 6703 | Burk Holdings LLC | $233M | Q1 2026 | 5/7/2026 | 676 |
| 6704 | Tactical Allocation Group LLC | $233M | Q1 2014 | 5/14/2014 | 21 |
| 6705 | QFR Capital Management, L.P. | $233M | Q1 2014 | 5/15/2014 | 4 |
| 6706 | Christensen, King & Associates Investment Services, Inc. | $233M | Q1 2026 | 4/20/2026 | 105 |
| 6707 | Napean Trading & Investment Co (Singapore) PTE Ltd | $233M | Q1 2026 | 5/12/2026 | 16 |
| 6708 | MIZUHO SECURITIES USA LLC | $233M | Q2 2014 | 7/2/2014 | 31 |
| 6709 | CHELSEA COUNSEL CO | $233M | Q1 2026 | 4/23/2026 | 238 |
| 6710 | Filament LLC | $233M | Q2 2014 | 7/23/2014 | 40 |
| 6711 | Eos Management, L.P. | $233M | Q1 2026 | 5/5/2026 | 41 |
| 6712 | Lakeridge Wealth Management LLC | $233M | Q1 2026 | 4/8/2026 | 169 |
| 6713 | Tree Line Advisors (Hong Kong) Ltd. | $233M | Q1 2026 | 5/14/2026 | 3 |
| 6714 | NORTHBRIDGE FINANCIAL GROUP, LLC | $232M | Q1 2026 | 4/15/2026 | 168 |
| 6715 | OXFORD ASSET MANAGEMENT LLP | $232M | Q1 2026 | 5/15/2026 | 442 |
| 6716 | 5th Street Advisors, LLC | $232M | Q1 2026 | 5/4/2026 | 52 |
| 6717 | Kilter Group LLC | $232M | Q1 2026 | 5/14/2026 | 1,568 |
| 6718 | Elk Creek Partners, LLC | $232M | Q1 2014 | 5/13/2014 | 99 |
| 6719 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $232M | Q1 2026 | 4/29/2026 | 44 |
| 6720 | BANYAN CAPITAL MANAGEMENT, INC. | $232M | Q1 2026 | 5/1/2026 | 55 |
| 6721 | Vision One Management Partners, LP | $232M | Q1 2026 | 5/15/2026 | 9 |
| 6722 | DAVIDSON TRUST CO | $232M | Q1 2026 | 4/20/2026 | 176 |
| 6723 | Silver Oak Advisory Group, Inc. | $232M | Q1 2026 | 5/1/2026 | 80 |
| 6724 | Resolute Wealth Strategies, LLC | $232M | Q1 2026 | 5/7/2026 | 114 |
| 6725 | Westfuller Advisors, LLC | $232M | Q1 2026 | 4/28/2026 | 756 |
| 6726 | SMA Capital LLC | $232M | Q1 2026 | 5/14/2026 | 95 |
| 6727 | UNITED FIRE GROUP INC | $232M | Q2 2014 | 8/7/2014 | 108 |
| 6728 | Baugh & Associates, LLC | $232M | Q1 2026 | 4/16/2026 | 44 |
| 6729 | Redwood Wealth Management Group, LLC | $232M | Q1 2026 | 4/24/2026 | 169 |
| 6730 | Titan Wealth (CI) Ltd | $232M | Q1 2026 | 5/15/2026 | 51 |
| 6731 | Strategic Financial Partners, Ltd. | $232M | Q1 2026 | 5/1/2026 | 81 |
| 6732 | InterOcean Capital, LLC | $231M | Q1 2014 | 5/15/2014 | 101 |
| 6733 | Samjo Management, LLC | $231M | Q1 2026 | 5/15/2026 | 55 |
| 6734 | Brentview Investment Management LLC | $231M | Q1 2026 | 5/13/2026 | 63 |
| 6735 | Cottage Street Advisors LLC | $231M | Q1 2026 | 4/20/2026 | 138 |
| 6736 | Texan Capital Management | $231M | Q2 2014 | 7/30/2014 | 135 |
| 6737 | COMMONWEALTH BANK OF AUSTRALIA | $231M | Q1 2026 | 5/13/2026 | 2 |
| 6738 | New Millennium Group LLC | $231M | Q4 2025 | 2/6/2026 | 407 |
| 6739 | Compass Financial Services Inc | $231M | Q1 2026 | 5/1/2026 | 56 |
| 6740 | Massachusetts Wealth Management | $231M | Q1 2026 | 4/15/2026 | 98 |
| 6741 | Meros Investment Management, LP | $231M | Q1 2026 | 5/14/2026 | 52 |
| 6742 | Catalys Pacific, LLC | $231M | Q1 2026 | 5/14/2026 | 2 |
| 6743 | Yiheng Capital Management, L.P. | $231M | Q1 2026 | 5/15/2026 | 24 |
| 6744 | Corecam Pte. Ltd. | $231M | Q1 2026 | 4/14/2026 | 65 |
| 6745 | Prairie Wealth Advisors, Inc. | $231M | Q1 2026 | 5/5/2026 | 152 |
| 6746 | Citrine Capital LLC | $231M | Q1 2026 | 4/21/2026 | 58 |
| 6747 | rebel Financial LLC | $231M | Q1 2026 | 4/24/2026 | 65 |
| 6748 | Client First Capital LLC | $231M | Q1 2026 | 4/24/2026 | 28 |
| 6749 | Employees' Retirement Fund of the City of Fort Worth | $230M | Q1 2026 | 5/11/2026 | 21 |
| 6750 | IVC Wealth Advisors LLC | $230M | Q1 2026 | 4/16/2026 | 173 |
| 6751 | Wayfinding Financial, LLC | $230M | Q1 2026 | 5/12/2026 | 157 |
| 6752 | Dogwood Wealth Management LLC | $230M | Q1 2026 | 5/12/2026 | 860 |
| 6753 | Pavion Blue Capital, LLC | $230M | Q1 2026 | 5/6/2026 | 108 |
| 6754 | Family Office Research LLC | $230M | Q1 2026 | 5/13/2026 | 75 |
| 6755 | Cherry Creek Investment Advisors, Inc. | $230M | Q1 2026 | 4/30/2026 | 124 |
| 6756 | Trail Ridge Investment Advisors, LLC | $230M | Q1 2026 | 5/5/2026 | 99 |
| 6757 | MCCARTER PRIVATE WEALTH SERVICES LLC | $230M | Q1 2026 | 5/14/2026 | 171 |
| 6758 | Aurelius Family Office LLC | $230M | Q1 2026 | 4/8/2026 | 47 |
| 6759 | SOROS CAPITAL MANAGEMENT LLC | $230M | Q1 2026 | 5/15/2026 | 47 |
| 6760 | Haven Private, LLC | $230M | Q1 2026 | 5/5/2026 | 166 |
| 6761 | Quantum Portfolio Management LLC | $230M | Q1 2026 | 5/1/2026 | 254 |
| 6762 | PEG CAPITAL MANAGEMENT INC /NH/ | $229M | Q2 2014 | 8/1/2014 | 35 |
| 6763 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $229M | Q1 2026 | 4/24/2026 | 156 |
| 6764 | Cloud Capital Management, LLC | $229M | Q1 2026 | 5/12/2026 | 105 |
| 6765 | Cane Capital Partners, LLC | $229M | Q1 2026 | 4/24/2026 | 131 |
| 6766 | BRR OpCo, LLC | $229M | Q1 2014 | 5/13/2014 | 96 |
| 6767 | Okumus Fund Management Ltd. | $229M | Q1 2014 | 5/15/2014 | 4 |
| 6768 | Alternative Investment Advisors, LLC. | $229M | Q1 2026 | 5/15/2026 | 76 |
| 6769 | BUCKINGHAM STRATEGIC WEALTH, LLC | $229M | Q2 2014 | 7/28/2014 | 176 |
| 6770 | NerdWallet Wealth Partners, LLC | $229M | Q1 2026 | 5/5/2026 | 59 |
| 6771 | Altura Wealth Advisors Inc. | $229M | Q1 2026 | 5/12/2026 | 75 |
| 6772 | Taconic Capital Advisors LP | $229M | Q1 2026 | 5/15/2026 | 15 |
| 6773 | Granite Harbor Advisors, Inc. | $229M | Q1 2026 | 4/23/2026 | 129 |
| 6774 | NBZ Investment Advisors LLC | $229M | Q1 2026 | 5/4/2026 | 73 |
| 6775 | Two Point Capital Management, Inc. | $229M | Q1 2026 | 4/21/2026 | 28 |
| 6776 | MONEYWISE, INC. | $229M | Q1 2026 | 4/27/2026 | 82 |
| 6777 | ABOUND FINANCIAL, LLC | $229M | Q1 2026 | 5/1/2026 | 283 |
| 6778 | Worth Financial Advisory Group, LLC | $229M | Q1 2026 | 5/4/2026 | 50 |
| 6779 | STUART INVESTMENT ADVISORS, INC. | $229M | Q1 2026 | 4/21/2026 | 27 |
| 6780 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $229M | Q1 2026 | 5/4/2026 | 120 |
| 6781 | IRON Financial LLC | $229M | Q1 2026 | 4/27/2026 | 145 |
| 6782 | Cosmic Management, LLC | $229M | Q1 2026 | 5/13/2026 | 4 |
| 6783 | FNY Investment Advisers, LLC | $229M | Q1 2026 | 4/15/2026 | 840 |
| 6784 | GeoSphere Capital Management, LLC | $229M | Q1 2026 | 5/15/2026 | 42 |
| 6785 | Swift Run Capital Management, LLC | $229M | Q2 2014 | 7/28/2014 | 53 |
| 6786 | SUREVIEW CAPITAL LLC | $229M | Q1 2014 | 5/15/2014 | 23 |
| 6787 | SHELTON WEALTH MANAGEMENT, LLC | $229M | Q1 2026 | 4/28/2026 | 137 |
| 6788 | Allie Family Office LLC | $228M | Q1 2026 | 5/13/2026 | 103 |
| 6789 | My Personal CFO, LLC | $228M | Q1 2026 | 4/21/2026 | 88 |
| 6790 | Alliance Wealth Advisors, LLC | $228M | Q1 2026 | 5/13/2026 | 158 |
| 6791 | Moab Capital Partners LLC | $228M | Q1 2014 | 5/14/2014 | 33 |
| 6792 | Chris Bulman Inc | $228M | Q1 2026 | 4/13/2026 | 150 |
| 6793 | Conrad N. Hilton Foundation | $228M | Q1 2026 | 5/15/2026 | 2 |
| 6794 | Financial Planning Navigators CORP | $228M | Q1 2026 | 4/21/2026 | 51 |
| 6795 | UNION SAVINGS BANK | $228M | Q1 2026 | 4/17/2026 | 320 |
| 6796 | FCG Investment Co | $228M | Q1 2026 | 4/9/2026 | 100 |
| 6797 | EAGLE WEALTH STRATEGIES LLC | $228M | Q1 2026 | 4/10/2026 | 114 |
| 6798 | ASSET PLANNING SERVICES INC /LA/ /ADV | $228M | Q1 2026 | 4/21/2026 | 35 |
| 6799 | Hippocratic Financial Advisors, LLC | $228M | Q1 2026 | 4/21/2026 | 33 |
| 6800 | CEERA INVESTMENTS, LLC | $228M | Q1 2026 | 5/6/2026 | 93 |