Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6601 | Capital Z Partners Management, LLC | $248M | Q1 2014 | 5/14/2014 | 2 |
| 6602 | SEGRA CAPITAL MANAGEMENT, LLC | $248M | Q1 2026 | 5/7/2026 | 12 |
| 6603 | Man Investments (CH) AG | $248M | Q1 2014 | 5/15/2014 | 51 |
| 6604 | Avalon Advisory Group | $248M | Q1 2026 | 4/22/2026 | 12 |
| 6605 | Intrepid Financial Planning Group LLC | $248M | Q1 2026 | 5/13/2026 | 125 |
| 6606 | American Capital Advisory, LLC | $248M | Q1 2026 | 4/29/2026 | 1,140 |
| 6607 | GoalFusion Wealth Management, LLC | $248M | Q2 2026 | 7/10/2026 | 32 |
| 6608 | AXS Investments LLC | $248M | Q1 2026 | 5/6/2026 | 190 |
| 6609 | Montz Harcus Wealth Management LLC | $248M | Q1 2026 | 4/29/2026 | 93 |
| 6610 | Charles River XIII GP, LLC | $248M | Q2 2014 | 7/30/2014 | 1 |
| 6611 | Capital Impact Advisors, LLC | $247M | Q1 2026 | 5/14/2026 | 30 |
| 6612 | Evergreen Private Wealth LLC | $247M | Q1 2026 | 4/28/2026 | 87 |
| 6613 | NavPoint Financial, Inc. | $247M | Q1 2026 | 4/24/2026 | 71 |
| 6614 | ANB BANK | $247M | Q1 2026 | 5/6/2026 | 128 |
| 6615 | Peloton Wealth Strategists | $247M | Q1 2026 | 5/14/2026 | 86 |
| 6616 | Blacksheep Fund Management Ltd | $247M | Q1 2026 | 5/13/2026 | 8 |
| 6617 | Councilor Wealth, LLC | $247M | Q2 2026 | 7/21/2026 | 88 |
| 6618 | Vivid Wealth Management, LLC | $247M | Q1 2026 | 4/27/2026 | 66 |
| 6619 | Alistair Capital Management, L.L.C. | $247M | Q1 2014 | 5/15/2014 | 22 |
| 6620 | PFS Partners, LLC | $247M | Q2 2026 | 7/20/2026 | 599 |
| 6621 | Goldstein Munger & Associates | $247M | Q2 2014 | 8/7/2014 | 30 |
| 6622 | RESOLUTE CAPITAL, LLC | $247M | Q1 2026 | 5/12/2026 | 57 |
| 6623 | DIXON FNANCIAL SERVICES, INC. | $247M | Q2 2026 | 7/14/2026 | 48 |
| 6624 | GAVEA INVESTIMENTOS LTDA | $247M | Q1 2014 | 5/8/2014 | 2 |
| 6625 | BLUE SQUARE ASSET MANAGEMENT, LLC | $247M | Q2 2026 | 7/14/2026 | 74 |
| 6626 | FF Advisors,LLC | $247M | Q1 2026 | 4/27/2026 | 114 |
| 6627 | IRIDIAN ASSET MANAGEMENT LLC/CT | $247M | Q1 2026 | 4/23/2026 | 42 |
| 6628 | Calypso Capital Management, LP | $247M | Q1 2014 | 5/13/2014 | 17 |
| 6629 | TTP Investments, Inc. | $247M | Q2 2026 | 7/14/2026 | 30 |
| 6630 | American State Bank (Iowa) | $247M | Q2 2026 | 7/9/2026 | 139 |
| 6631 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $246M | Q1 2026 | 5/4/2026 | 37 |
| 6632 | Zeno Equity Partners LLP | $246M | Q1 2026 | 5/15/2026 | 13 |
| 6633 | Flagship Private Wealth, LLC | $246M | Q1 2026 | 4/24/2026 | 108 |
| 6634 | Applied Capital LLC/FL | $246M | Q2 2026 | 7/15/2026 | 93 |
| 6635 | DRAVO BAY LLC | $246M | Q1 2026 | 5/7/2026 | 54 |
| 6636 | Murphy, Middleton, Hinkle & Parker, Inc. | $246M | Q2 2026 | 7/14/2026 | 140 |
| 6637 | HANOVER ADVISORS INC | $246M | Q1 2026 | 5/7/2026 | 118 |
| 6638 | Vernal Point Advisors, LLC | $246M | Q1 2026 | 5/14/2026 | 21 |
| 6639 | CALDWELL SUTTER CAPITAL, INC. | $246M | Q1 2026 | 5/5/2026 | 894 |
| 6640 | Retirement Planning Co of New England, Inc. | $246M | Q1 2026 | 5/8/2026 | 248 |
| 6641 | MY.Alpha Management HK Advisors Ltd | $246M | Q1 2026 | 5/14/2026 | 11 |
| 6642 | Investment Research Partners LLC | $246M | Q1 2026 | 4/29/2026 | 245 |
| 6643 | Semper Trust Co. | $246M | Q1 2014 | 5/13/2014 | 154 |
| 6644 | KIECKHEFER GROUP LLC | $246M | Q2 2026 | 7/21/2026 | 65 |
| 6645 | Pilgrim Partners Asia Pte Ltd | $246M | Q1 2026 | 5/12/2026 | 126 |
| 6646 | HighMark Wealth Management LLC | $246M | Q1 2026 | 5/5/2026 | 555 |
| 6647 | Equinox Partners Investment Management LLC | $245M | Q1 2026 | 4/24/2026 | 11 |
| 6648 | Gunma Bank,Ltd. | $245M | Q2 2014 | 8/7/2014 | 13 |
| 6649 | Nut Tree Capital Management, LP | $245M | Q1 2026 | 5/15/2026 | 4 |
| 6650 | Avondale Wealth Management | $245M | Q2 2026 | 7/13/2026 | 66 |
| 6651 | Kinloch Capital, LLC | $245M | Q1 2026 | 5/15/2026 | 83 |
| 6652 | Shared Vision Wealth Group LLC | $245M | Q1 2026 | 5/6/2026 | 95 |
| 6653 | GP Brinson Investments LLC | $245M | Q2 2026 | 7/1/2026 | 14 |
| 6654 | FIC CAPITAL INC | $245M | Q1 2014 | 5/14/2014 | 139 |
| 6655 | FORTE ASSET MANAGEMENT LLC | $245M | Q2 2026 | 7/21/2026 | 77 |
| 6656 | Lloyd Harbor Capital Management, LLC | $245M | Q1 2026 | 5/15/2026 | 26 |
| 6657 | Ridgewood Investments LLC | $244M | Q1 2026 | 4/3/2026 | 208 |
| 6658 | HRC WEALTH MANAGEMENT, LLC | $244M | Q2 2026 | 7/10/2026 | 65 |
| 6659 | JNE Partners LLP | $244M | Q1 2026 | 5/15/2026 | 7 |
| 6660 | Innova Wealth Partners | $244M | Q2 2026 | 7/15/2026 | 180 |
| 6661 | Longitude (Cayman) Ltd. | $244M | Q1 2026 | 5/4/2026 | 51 |
| 6662 | Bawa N Mallick Trust | $244M | Q1 2026 | 5/15/2026 | 69 |
| 6663 | Leicht Financial Planning & Wealth Management, Inc. | $244M | Q2 2026 | 7/22/2026 | 16 |
| 6664 | WCG Management, L.P. | $244M | Q2 2014 | 8/4/2014 | 25 |
| 6665 | Panning Capital Management, LP | $244M | Q1 2014 | 5/15/2014 | 11 |
| 6666 | Second Half Financial Partners, LLC | $244M | Q2 2026 | 7/16/2026 | 109 |
| 6667 | Burford Brothers, Inc. | $244M | Q1 2026 | 4/27/2026 | 172 |
| 6668 | GE INVESTMENT MANAGEMENT CORP. | $244M | Q1 2026 | 5/15/2026 | 4 |
| 6669 | Carlson Capital Management | $244M | Q2 2014 | 7/8/2014 | 49 |
| 6670 | Solstein Capital, LLC | $244M | Q1 2026 | 5/14/2026 | 441 |
| 6671 | JW Asset Management, LLC | $244M | Q1 2026 | 5/8/2026 | 19 |
| 6672 | SCHULHOFF & CO INC | $243M | Q1 2026 | 5/11/2026 | 133 |
| 6673 | HUTNER CAPITAL MANAGEMENT INC | $243M | Q1 2026 | 5/15/2026 | 44 |
| 6674 | HOWARD BAILEY SECURITIES, LLC | $243M | Q1 2026 | 4/23/2026 | 122 |
| 6675 | MOTIVE WEALTH ADVISORS | $243M | Q2 2026 | 7/20/2026 | 96 |
| 6676 | QUARRY HILL ADVISORS, LLC | $243M | Q1 2026 | 4/22/2026 | 51 |
| 6677 | Independent Family Office, LLC | $243M | Q1 2026 | 5/15/2026 | 90 |
| 6678 | Visualize Group LP | $243M | Q1 2026 | 5/15/2026 | 10 |
| 6679 | LGL PARTNERS, LLC | $243M | Q1 2026 | 5/14/2026 | 66 |
| 6680 | GREENBERG FINANCIAL GROUP | $243M | Q4 2025 | 1/22/2026 | 113 |
| 6681 | Creekside Partners | $243M | Q1 2026 | 4/21/2026 | 183 |
| 6682 | WealthCollab, LLC | $243M | Q1 2026 | 5/13/2026 | 977 |
| 6683 | GUARDIAN POINT CAPITAL, LP | $243M | Q1 2026 | 5/15/2026 | 11 |
| 6684 | THREADGILL FINANCIAL, LLC | $243M | Q2 2026 | 7/8/2026 | 36 |
| 6685 | Sound Stewardship, LLC | $242M | Q2 2026 | 7/13/2026 | 73 |
| 6686 | Higgins & Schmidt Wealth Strategies LLC | $242M | Q2 2026 | 7/16/2026 | 65 |
| 6687 | IRON Financial LLC | $242M | Q2 2026 | 7/22/2026 | 151 |
| 6688 | Element Wealth, LLC | $242M | Q1 2026 | 5/4/2026 | 207 |
| 6689 | Macro Advisors, Inc. | $242M | Q1 2026 | 5/14/2026 | 41 |
| 6690 | Wealthcare Capital Partners, LLC | $242M | Q2 2026 | 7/9/2026 | 179 |
| 6691 | Summa Corp. | $242M | Q1 2026 | 4/30/2026 | 83 |
| 6692 | TKG Advisors, LLC | $242M | Q1 2026 | 4/24/2026 | 89 |
| 6693 | Resolute Advisors LLC | $242M | Q1 2026 | 5/7/2026 | 90 |
| 6694 | Sunesis Advisors, LLC | $242M | Q2 2026 | 7/10/2026 | 61 |
| 6695 | DOVER ADVISORS, LLC | $242M | Q1 2026 | 4/8/2026 | 159 |
| 6696 | FMB WEALTH MANAGEMENT | $242M | Q1 2026 | 4/15/2026 | 73 |
| 6697 | Beta Wealth Group, Inc. | $242M | Q1 2026 | 5/7/2026 | 112 |
| 6698 | Tribridge Partners Financial LLC | $242M | Q1 2026 | 4/15/2026 | 80 |
| 6699 | denkapparat Operations GmbH | $242M | Q1 2026 | 5/11/2026 | 333 |
| 6700 | Eidelman Virant Capital | $242M | Q2 2014 | 7/9/2014 | 184 |
| 6701 | PEAK FINANCIAL ADVISORS LLC | $242M | Q2 2026 | 7/17/2026 | 78 |
| 6702 | Dean Capital Management | $241M | Q1 2026 | 5/15/2026 | 111 |
| 6703 | V2 Capital, LLC | $241M | Q1 2014 | 5/15/2014 | 36 |
| 6704 | THOR TRADING ADVISORS, LLC | $241M | Q1 2026 | 5/7/2026 | 12 |
| 6705 | Altman Advisors, Inc. | $241M | Q1 2026 | 5/5/2026 | 77 |
| 6706 | PACES FERRY WEALTH ADVISORS, LLC | $241M | Q1 2026 | 5/6/2026 | 134 |
| 6707 | Westhampton Capital, LLC | $241M | Q2 2026 | 7/14/2026 | 131 |
| 6708 | Sherborne Investors Management LP | $241M | Q1 2026 | 4/17/2026 | 1 |
| 6709 | Midwest Financial Partners Investments, Inc. | $241M | Q2 2026 | 7/15/2026 | 80 |
| 6710 | Rakuten Securities, Inc. | $241M | Q1 2026 | 5/1/2026 | 879 |
| 6711 | MBE Wealth Management, LLC | $241M | Q1 2026 | 4/21/2026 | 141 |
| 6712 | GHE, LLC | $241M | Q1 2026 | 5/4/2026 | 55 |
| 6713 | Ardent Capital Management, Inc. | $241M | Q2 2026 | 7/20/2026 | 47 |
| 6714 | FORONJY FINANCIAL LLC | $241M | Q1 2026 | 4/23/2026 | 97 |
| 6715 | ADVISORTRUST PARTNERS, LLC | $240M | Q1 2026 | 5/6/2026 | 255 |
| 6716 | Caerus Investment Advisors, LLC | $240M | Q1 2026 | 6/1/2026 | 281 |
| 6717 | Red Tortoise LLC | $240M | Q1 2026 | 4/21/2026 | 591 |
| 6718 | Koesten, Hirschmann & Crabtree, INC. | $240M | Q2 2026 | 7/20/2026 | 52 |
| 6719 | MITCHELL SINKLER & STARR/PA | $240M | Q2 2026 | 7/21/2026 | 155 |
| 6720 | Hengistbury Investment Partners LLP | $240M | Q1 2026 | 5/15/2026 | 3 |
| 6721 | QTR Family Wealth, LLC | $240M | Q1 2026 | 4/15/2026 | 287 |
| 6722 | Groupe Bruxelles Lambert | $240M | Q1 2026 | 5/6/2026 | 1 |
| 6723 | IRONWOOD INVESTMENT MANAGEMENT LLC | $240M | Q1 2026 | 5/15/2026 | 179 |
| 6724 | Cobblestone Asset Management LLC | $240M | Q2 2026 | 7/21/2026 | 74 |
| 6725 | WMG Financial Advisors, LLC | $240M | Q1 2026 | 4/23/2026 | 100 |
| 6726 | SmartHarvest Portfolios, LLC | $240M | Q1 2026 | 4/20/2026 | 387 |
| 6727 | Cadence Wealth Management LLC | $240M | Q1 2026 | 5/12/2026 | 58 |
| 6728 | ELEFANTE MICHAEL B | $240M | Q2 2014 | 7/24/2014 | 152 |
| 6729 | SOUTHERN CAPITAL ADVISORS, LLC | $239M | Q2 2026 | 7/14/2026 | 84 |
| 6730 | Abbot Financial Management, Inc. | $239M | Q1 2026 | 5/13/2026 | 138 |
| 6731 | New England Professional Planning Group Inc. | $239M | Q1 2026 | 5/13/2026 | 49 |
| 6732 | VISIONARY HORIZONS, LLC | $239M | Q2 2026 | 7/16/2026 | 145 |
| 6733 | Realm Partners LLC | $239M | Q2 2014 | 8/11/2014 | 42 |
| 6734 | HF Capital, LLC | $239M | Q1 2026 | 5/7/2026 | 5 |
| 6735 | First Citizens Financial Corp | $239M | Q2 2026 | 7/7/2026 | 139 |
| 6736 | Aull & Monroe Investment Management Corp | $239M | Q2 2026 | 7/20/2026 | 126 |
| 6737 | INSIGHT 2811, INC. | $239M | Q1 2026 | 5/7/2026 | 101 |
| 6738 | Mendel Money Management | $239M | Q1 2026 | 5/4/2026 | 137 |
| 6739 | MYECFO, LLC | $239M | Q1 2026 | 4/7/2026 | 66 |
| 6740 | Andalusian Capital Partners, LP | $239M | Q1 2014 | 5/14/2014 | 41 |
| 6741 | Forefront Wealth Partners, LLC | $239M | Q1 2026 | 4/17/2026 | 162 |
| 6742 | ROBINSON CAPITAL MANAGEMENT, LLC | $239M | Q1 2026 | 5/11/2026 | 109 |
| 6743 | Wealth Watch Advisors, INC | $239M | Q1 2026 | 5/15/2026 | 126 |
| 6744 | PFIZER INC | $239M | Q1 2026 | 5/12/2026 | 18 |
| 6745 | DOW CHEMICAL CO /DE/ | $239M | Q1 2026 | 5/13/2026 | 5 |
| 6746 | Orange County Employees Retirement System | $239M | Q1 2026 | 5/8/2026 | 2 |
| 6747 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $239M | Q1 2026 | 4/29/2026 | 97 |
| 6748 | Mechanics Financial Corp | $239M | Q1 2026 | 5/6/2026 | 232 |
| 6749 | Torrey Growth & Income Advisors | $239M | Q1 2026 | 4/21/2026 | 110 |
| 6750 | Genesee Capital Advisors, LLC | $239M | Q1 2026 | 4/22/2026 | 138 |
| 6751 | Saraza Management, LP | $239M | Q1 2026 | 5/14/2026 | 20 |
| 6752 | Cascades Capital Asset Management, LLC | $239M | Q1 2026 | 5/15/2026 | 159 |
| 6753 | Victrix Investment Advisors | $239M | Q2 2026 | 7/8/2026 | 75 |
| 6754 | Clarity Capital Advisors, LLC | $239M | Q2 2026 | 7/13/2026 | 95 |
| 6755 | Norway Savings Bank | $239M | Q2 2026 | 7/8/2026 | 104 |
| 6756 | Meristem Family Wealth, LLC | $238M | Q2 2014 | 8/8/2014 | 109 |
| 6757 | CITY NATIONAL BANK OF FLORIDA /MSD | $238M | Q2 2026 | 7/15/2026 | 150 |
| 6758 | Verity Asset Management, Inc. | $238M | Q1 2026 | 4/21/2026 | 213 |
| 6759 | Mine & Arao Wealth Creation & Management, LLC. | $238M | Q1 2026 | 4/29/2026 | 75 |
| 6760 | SimpliFi, Inc. | $238M | Q1 2026 | 4/22/2026 | 43 |
| 6761 | Gallatin Point Capital LLC | $238M | Q1 2026 | 5/12/2026 | 2 |
| 6762 | Keener Financial Planning LLC | $238M | Q1 2026 | 5/1/2026 | 58 |
| 6763 | GPM Growth Investors, Inc. | $238M | Q1 2026 | 4/24/2026 | 42 |
| 6764 | Green Ridge Wealth Planning LLC | $238M | Q2 2026 | 7/8/2026 | 94 |
| 6765 | St. Johns Investment Management Company, LLC | $238M | Q1 2026 | 4/28/2026 | 193 |
| 6766 | CNB Bank | $238M | Q1 2026 | 5/6/2026 | 522 |
| 6767 | Values Added Financial LLC | $238M | Q1 2026 | 4/20/2026 | 134 |
| 6768 | Edge Financial Advisors LLC | $238M | Q4 2025 | 1/28/2026 | 135 |
| 6769 | Vawter Financial, Ltd. | $238M | Q1 2026 | 5/15/2026 | 122 |
| 6770 | BLUEDOOR PRIVATE WEALTH, LLC | $238M | Q2 2026 | 7/16/2026 | 164 |
| 6771 | Bowman & Co S.C. | $237M | Q4 2025 | 1/23/2026 | 118 |
| 6772 | Millington Financial Advisors, LLC | $237M | Q1 2026 | 5/8/2026 | 119 |
| 6773 | Client First Investment Management LLC | $237M | Q2 2026 | 7/8/2026 | 28 |
| 6774 | Evolution Advisers, Inc. | $237M | Q1 2026 | 5/1/2026 | 162 |
| 6775 | TradeWell Securities, LLC. | $237M | Q1 2026 | 4/13/2026 | 50 |
| 6776 | FreeGulliver LLC | $237M | Q1 2026 | 5/15/2026 | 115 |
| 6777 | Grant Private Wealth Management Inc | $237M | Q2 2026 | 7/7/2026 | 164 |
| 6778 | ASO GROUP Ltd | $237M | Q1 2026 | 4/21/2026 | 56 |
| 6779 | Sequent Asset Management, LLC | $237M | Q2 2026 | 7/21/2026 | 89 |
| 6780 | ARCADIA INVESTMENT ADVISORS LLC | $237M | Q2 2026 | 7/13/2026 | 80 |
| 6781 | Integrated Capital Management, LLC | $237M | Q1 2026 | 4/17/2026 | 62 |
| 6782 | Foresite Capital Management IV, LLC | $237M | Q1 2026 | 5/15/2026 | 8 |
| 6783 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $237M | Q1 2026 | 5/27/2026 | 89 |
| 6784 | Grisanti Capital Management LLC | $237M | Q2 2014 | 8/6/2014 | 60 |
| 6785 | TRUE BLUE FINANCIAL, LLC | $237M | Q2 2026 | 7/17/2026 | 61 |
| 6786 | Grove Street Fiduciary, LLC | $237M | Q2 2026 | 7/23/2026 | 75 |
| 6787 | Palogic Value Management, L.P. | $237M | Q1 2026 | 5/15/2026 | 176 |
| 6788 | Tekne Capital Management, LLC | $237M | Q1 2026 | 5/14/2026 | 3 |
| 6789 | Windle Wealth, LLC | $237M | Q1 2026 | 5/11/2026 | 32 |
| 6790 | Huntington Steele LLC | $237M | Q2 2014 | 8/6/2014 | 68 |
| 6791 | IRONWOOD WEALTH MANAGEMENT, INC. | $237M | Q2 2026 | 7/14/2026 | 21 |
| 6792 | Kaizen Financial Strategies | $236M | Q1 2026 | 5/1/2026 | 174 |
| 6793 | Keeler Thomas Management LLC | $236M | Q1 2026 | 5/11/2026 | 118 |
| 6794 | RAELIPSKIE PARTNERSHIP | $236M | Q1 2026 | 4/29/2026 | 119 |
| 6795 | CG Asset Management LLC | $236M | Q2 2014 | 8/7/2014 | 132 |
| 6796 | Deane Retirement Strategies, Inc. | $236M | Q2 2026 | 7/8/2026 | 52 |
| 6797 | GABLES CAPITAL MANAGEMENT INC. | $236M | Q1 2026 | 5/1/2026 | 472 |
| 6798 | TIDE POINT CAPITAL MANAGEMENT, LP | $236M | Q1 2014 | 5/14/2014 | 36 |
| 6799 | PFG Private Wealth Management, LLC | $236M | Q1 2026 | 5/14/2026 | 75 |
| 6800 | Signpost Capital Advisors, LP | $236M | Q1 2014 | 5/14/2014 | 15 |