Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6601 | MB, LEVIS & ASSOCIATES, LLC | $238M | Q4 2025 | 1/14/2026 | 245 |
| 6602 | SCHULHOFF & CO INC | $238M | Q4 2025 | 2/11/2026 | 132 |
| 6603 | SHARIAPORTFOLIO, INC. | $237M | Q4 2025 | 1/21/2026 | 24 |
| 6604 | Bowman & Co S.C. | $237M | Q4 2025 | 1/23/2026 | 118 |
| 6605 | Ballentine Capital Advisors, Inc | $237M | Q4 2025 | 2/2/2026 | 25 |
| 6606 | Kessler Investment Group, LLC | $237M | Q4 2025 | 2/3/2026 | 86 |
| 6607 | Sea Cliff Partners Management, LP | $237M | Q4 2025 | 2/17/2026 | 13 |
| 6608 | Client First Capital LLC | $237M | Q4 2025 | 1/26/2026 | 27 |
| 6609 | Tenon Financial LLC | $237M | Q4 2025 | 1/16/2026 | 49 |
| 6610 | AAF Wealth Management, LLC | $237M | Q4 2025 | 2/6/2026 | 50 |
| 6611 | Guardian Financial Partners, LLC | $237M | Q4 2025 | 1/14/2026 | 70 |
| 6612 | Grisanti Capital Management LLC | $237M | Q2 2014 | 8/6/2014 | 60 |
| 6613 | Values Added Financial LLC | $237M | Q4 2025 | 1/16/2026 | 135 |
| 6614 | Vawter Financial, Ltd. | $237M | Q4 2025 | 2/2/2026 | 118 |
| 6615 | CONTINENTAL ADVISORS LLC | $237M | Q4 2025 | 2/12/2026 | 43 |
| 6616 | Granite Harbor Advisors, Inc. | $237M | Q4 2025 | 1/22/2026 | 125 |
| 6617 | Mid-American Wealth Advisory Group, Inc. | $237M | Q4 2025 | 1/23/2026 | 55 |
| 6618 | GABLES CAPITAL MANAGEMENT INC. | $237M | Q4 2025 | 2/6/2026 | 463 |
| 6619 | Huntington Steele LLC | $237M | Q2 2014 | 8/6/2014 | 68 |
| 6620 | Boulder Wealth Advisors, LLC | $237M | Q4 2025 | 2/5/2026 | 38 |
| 6621 | Creekside Partners | $237M | Q4 2025 | 2/13/2026 | 181 |
| 6622 | PFIZER INC | $236M | Q4 2025 | 2/12/2026 | 18 |
| 6623 | Cottage Street Advisors LLC | $236M | Q4 2025 | 1/26/2026 | 143 |
| 6624 | SimpliFi, Inc. | $236M | Q4 2025 | 1/23/2026 | 43 |
| 6625 | Shore Point Advisors, LLC | $236M | Q4 2025 | 1/23/2026 | 75 |
| 6626 | Heartland Bank & Trust Co | $236M | Q4 2025 | 2/3/2026 | 155 |
| 6627 | Wayfinding Financial, LLC | $236M | Q4 2025 | 2/12/2026 | 154 |
| 6628 | CG Asset Management LLC | $236M | Q2 2014 | 8/7/2014 | 132 |
| 6629 | Navis Wealth Advisors, LLC | $236M | Q4 2025 | 2/13/2026 | 178 |
| 6630 | Squadron Capital Management LLC | $236M | Q4 2025 | 2/17/2026 | 33 |
| 6631 | Onyx Financial Advisors, LLC | $236M | Q4 2025 | 1/14/2026 | 17 |
| 6632 | TIDE POINT CAPITAL MANAGEMENT, LP | $236M | Q1 2014 | 5/14/2014 | 36 |
| 6633 | Fortitude Advisory Group L.L.C. | $236M | Q4 2025 | 2/13/2026 | 218 |
| 6634 | CALDWELL SUTTER CAPITAL, INC. | $236M | Q4 2025 | 1/30/2026 | 877 |
| 6635 | Silphium Asset Management Ltd | $236M | Q4 2025 | 1/27/2026 | 46 |
| 6636 | Signpost Capital Advisors, LP | $236M | Q1 2014 | 5/14/2014 | 15 |
| 6637 | Boyd Wealth Management, LLC | $236M | Q4 2025 | 1/28/2026 | 48 |
| 6638 | OTTER CREEK MANAGEMENT INC | $236M | Q1 2014 | 5/15/2014 | 50 |
| 6639 | Worth Asset Management, LLC | $236M | Q4 2025 | 1/14/2026 | 157 |
| 6640 | Melone Private Wealth, LLC | $236M | Q4 2025 | 1/7/2026 | 58 |
| 6641 | Physician Wealth Solutions Inc. | $236M | Q4 2025 | 1/12/2026 | 45 |
| 6642 | CONWAY CAPITAL MANAGEMENT, INC. | $236M | Q4 2025 | 2/6/2026 | 44 |
| 6643 | Red Tortoise LLC | $236M | Q4 2025 | 1/22/2026 | 601 |
| 6644 | Prairie Wealth Advisors, Inc. | $236M | Q4 2025 | 2/9/2026 | 148 |
| 6645 | MYECFO, LLC | $236M | Q4 2025 | 1/12/2026 | 64 |
| 6646 | WIN ADVISORS, INC | $236M | Q4 2025 | 2/4/2026 | 74 |
| 6647 | I.G.Y. Ltd | $235M | Q4 2025 | 2/17/2026 | 3 |
| 6648 | YANKCOM Partnership | $235M | Q4 2025 | 1/20/2026 | 376 |
| 6649 | Exeter Financial, LLC | $235M | Q4 2025 | 1/7/2026 | 97 |
| 6650 | CASTINE CAPITAL MANAGEMENT, LLC | $235M | Q1 2014 | 5/15/2014 | 46 |
| 6651 | BAR HARBOR TRUST SERVICES | $235M | Q2 2014 | 7/17/2014 | 90 |
| 6652 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $235M | Q4 2025 | 2/18/2026 | 135 |
| 6653 | Banque de Luxembourg S.A. | $235M | Q4 2025 | 1/21/2026 | 88 |
| 6654 | MOTIVE WEALTH ADVISORS | $235M | Q4 2025 | 1/15/2026 | 92 |
| 6655 | Investmark Advisory Group LLC | $235M | Q4 2025 | 1/28/2026 | 135 |
| 6656 | PRAGMA GESTAO DE PATRIMONIO LTD | $235M | Q4 2025 | 2/13/2026 | 19 |
| 6657 | Dean Capital Management | $235M | Q4 2025 | 2/20/2026 | 117 |
| 6658 | Sightline Wealth Advisors, LLC | $235M | Q4 2025 | 1/26/2026 | 99 |
| 6659 | Roubaix Capital, LLC | $235M | Q4 2025 | 2/9/2026 | 46 |
| 6660 | KOCH INDUSTRIES LLC | $234M | Q1 2014 | 5/14/2014 | 5 |
| 6661 | Deseret Mutual Benefit Administrators | $234M | Q4 2025 | 2/11/2026 | 499 |
| 6662 | Christensen, King & Associates Investment Services, Inc. | $234M | Q4 2025 | 1/22/2026 | 106 |
| 6663 | LGL PARTNERS, LLC | $234M | Q4 2025 | 2/9/2026 | 53 |
| 6664 | Alexandria Capital, LLC | $234M | Q2 2014 | 8/1/2014 | 600 |
| 6665 | Hoxton Financial, Inc. | $234M | Q2 2014 | 7/10/2014 | 319 |
| 6666 | Wishbone Management, LP | $234M | Q4 2025 | 2/13/2026 | 5 |
| 6667 | Infusive Asset Management Inc. | $234M | Q4 2025 | 2/13/2026 | 35 |
| 6668 | rebel Financial LLC | $234M | Q4 2025 | 3/27/2026 | 65 |
| 6669 | Capital Wealth Alliance, LLC | $234M | Q4 2025 | 2/17/2026 | 87 |
| 6670 | NavPoint Financial, Inc. | $234M | Q4 2025 | 1/20/2026 | 72 |
| 6671 | BRC Group Holdings, Inc. | $234M | Q4 2025 | 2/10/2026 | 21 |
| 6672 | Forge Financial Services LLC | $234M | Q4 2025 | 2/12/2026 | 26 |
| 6673 | Cherry Creek Investment Advisors, Inc. | $234M | Q4 2025 | 1/15/2026 | 117 |
| 6674 | KEYVANTAGE WEALTH, LLC | $234M | Q4 2025 | 2/10/2026 | 99 |
| 6675 | IDG China Venture Capital Fund IV Associates L.P. | $233M | Q4 2025 | 2/13/2026 | 4 |
| 6676 | Tull Financial Group, Inc. | $233M | Q4 2025 | 2/12/2026 | 32 |
| 6677 | MAINSAIL ASSET MANAGEMENT, LLC | $233M | Q4 2025 | 2/5/2026 | 106 |
| 6678 | CCG WEALTH MANAGEMENT, LLC | $233M | Q4 2025 | 1/21/2026 | 99 |
| 6679 | SHELTON WEALTH MANAGEMENT, LLC | $233M | Q4 2025 | 1/26/2026 | 165 |
| 6680 | Oakcliff Capital Partners, LP | $233M | Q4 2025 | 2/17/2026 | 8 |
| 6681 | Summa Corp. | $233M | Q4 2025 | 1/21/2026 | 77 |
| 6682 | Tactical Allocation Group LLC | $233M | Q1 2014 | 5/14/2014 | 21 |
| 6683 | QFR Capital Management, L.P. | $233M | Q1 2014 | 5/15/2014 | 4 |
| 6684 | Investment Research Partners LLC | $233M | Q4 2025 | 2/12/2026 | 233 |
| 6685 | Verity Asset Management, Inc. | $233M | Q4 2025 | 1/30/2026 | 229 |
| 6686 | MIZUHO SECURITIES USA LLC | $233M | Q2 2014 | 7/2/2014 | 31 |
| 6687 | CHELSEA COUNSEL CO | $233M | Q4 2025 | 2/24/2026 | 238 |
| 6688 | Filament LLC | $233M | Q2 2014 | 7/23/2014 | 40 |
| 6689 | CPV Partners, LLC | $233M | Q4 2025 | 2/17/2026 | 4 |
| 6690 | YARGER WEALTH STRATEGIES, LLC | $233M | Q4 2025 | 1/22/2026 | 124 |
| 6691 | Accent Capital Management, LLC | $233M | Q4 2025 | 2/9/2026 | 354 |
| 6692 | Spinecap SAS | $233M | Q4 2025 | 2/19/2026 | 13 |
| 6693 | Integrated Capital Management, LLC | $233M | Q4 2025 | 1/26/2026 | 57 |
| 6694 | Aurelius Family Office LLC | $233M | Q4 2025 | 1/9/2026 | 48 |
| 6695 | Trail Ridge Investment Advisors, LLC | $233M | Q4 2025 | 1/28/2026 | 103 |
| 6696 | 626 Financial, LLC | $232M | Q4 2025 | 2/5/2026 | 121 |
| 6697 | True Blue (BVI) Ltd | $232M | Q4 2025 | 2/17/2026 | 4 |
| 6698 | WJ Interests, LLC | $232M | Q4 2025 | 1/26/2026 | 19 |
| 6699 | Alternative Investment Advisors, LLC. | $232M | Q4 2025 | 2/24/2026 | 64 |
| 6700 | Schear Investment Advisers, LLC | $232M | Q4 2025 | 1/28/2026 | 75 |
| 6701 | ESG Planning DBA Harper Investing | $232M | Q4 2025 | 2/4/2026 | 65 |
| 6702 | Hillcrest Wealth Advisors - NY, LLC | $232M | Q4 2025 | 1/12/2026 | 52 |
| 6703 | Elk Creek Partners, LLC | $232M | Q1 2014 | 5/13/2014 | 99 |
| 6704 | BONTEMPO OHLY CAPITAL MGMT LLC | $232M | Q4 2025 | 2/13/2026 | 31 |
| 6705 | VISTA INVESTMENT PARTNERS II, LLC | $232M | Q4 2025 | 1/22/2026 | 150 |
| 6706 | Compass Financial Services Inc | $232M | Q4 2025 | 2/27/2026 | 294 |
| 6707 | Kinloch Capital, LLC | $232M | Q4 2025 | 2/20/2026 | 77 |
| 6708 | RCS Financial Planning, LLC | $232M | Q4 2025 | 1/15/2026 | 90 |
| 6709 | Altus Wealth Management, LLC | $232M | Q4 2025 | 1/22/2026 | 30 |
| 6710 | Moerus Capital Management LLC | $232M | Q4 2025 | 2/12/2026 | 16 |
| 6711 | AFT, FORSYTH & COMPANY, INC. | $232M | Q4 2025 | 2/13/2026 | 128 |
| 6712 | UNITED FIRE GROUP INC | $232M | Q2 2014 | 8/7/2014 | 108 |
| 6713 | FIDELITY D & D BANCORP INC | $232M | Q4 2025 | 2/9/2026 | 108 |
| 6714 | Longitude (Cayman) Ltd. | $231M | Q4 2025 | 2/12/2026 | 36 |
| 6715 | Citadel Investment Advisory, Inc. | $231M | Q4 2025 | 1/21/2026 | 79 |
| 6716 | Boit C F David | $231M | Q4 2025 | 1/15/2026 | 121 |
| 6717 | Keener Financial Planning LLC | $231M | Q4 2025 | 1/23/2026 | 58 |
| 6718 | InterOcean Capital, LLC | $231M | Q1 2014 | 5/15/2014 | 101 |
| 6719 | Carroll Advisory Group, LLC | $231M | Q4 2025 | 2/9/2026 | 72 |
| 6720 | Texan Capital Management | $231M | Q2 2014 | 7/30/2014 | 135 |
| 6721 | New Millennium Group LLC | $231M | Q4 2025 | 2/6/2026 | 407 |
| 6722 | Strategic Financial Partners, Ltd. | $231M | Q4 2025 | 2/11/2026 | 83 |
| 6723 | Evolution Advisers, Inc. | $231M | Q4 2025 | 1/23/2026 | 170 |
| 6724 | GATE CITY CAPITAL MANAGEMENT, LLC | $231M | Q4 2025 | 2/17/2026 | 17 |
| 6725 | OPTIMA CAPITAL LLC | $231M | Q4 2025 | 1/23/2026 | 1,410 |
| 6726 | Viewpoint Capital Management LLC | $231M | Q4 2025 | 2/11/2026 | 134 |
| 6727 | American Capital Advisory, LLC | $231M | Q4 2025 | 1/30/2026 | 1,079 |
| 6728 | UNION SAVINGS BANK | $231M | Q4 2025 | 3/6/2026 | 321 |
| 6729 | RPD Fund Management LLC | $231M | Q4 2025 | 2/17/2026 | 6 |
| 6730 | Heritage Wealth Management, Inc./Texas | $230M | Q4 2025 | 2/9/2026 | 38 |
| 6731 | SCHOLTZ & COMPANY, LLC | $230M | Q4 2025 | 2/11/2026 | 51 |
| 6732 | POSTROCK PARTNERS LLC | $230M | Q4 2025 | 1/16/2026 | 80 |
| 6733 | Blue Sky Capital Consultants Group, Inc. | $230M | Q4 2025 | 1/23/2026 | 77 |
| 6734 | BANYAN CAPITAL MANAGEMENT, INC. | $230M | Q4 2025 | 2/2/2026 | 55 |
| 6735 | Alliance Wealth Advisors, LLC | $230M | Q4 2025 | 1/14/2026 | 155 |
| 6736 | DUDLEY CAPITAL MANAGEMENT, LLC | $230M | Q4 2025 | 2/2/2026 | 136 |
| 6737 | IVC Wealth Advisors LLC | $230M | Q4 2025 | 1/16/2026 | 179 |
| 6738 | NBZ Investment Advisors LLC | $230M | Q4 2025 | 2/3/2026 | 68 |
| 6739 | Johnson & White Wealth Management, LLC | $230M | Q4 2025 | 2/5/2026 | 111 |
| 6740 | Foresite Capital Management IV, LLC | $230M | Q4 2025 | 2/17/2026 | 7 |
| 6741 | 93 Financial Group, LLC | $230M | Q4 2025 | 2/20/2026 | 9 |
| 6742 | PEG CAPITAL MANAGEMENT INC /NH/ | $229M | Q2 2014 | 8/1/2014 | 35 |
| 6743 | Horrell Capital Management, Inc. | $229M | Q4 2025 | 2/3/2026 | 192 |
| 6744 | BRR OpCo, LLC | $229M | Q1 2014 | 5/13/2014 | 96 |
| 6745 | Ewing Morris & Co. Investment Partners Ltd. | $229M | Q4 2025 | 2/17/2026 | 91 |
| 6746 | Okumus Fund Management Ltd. | $229M | Q1 2014 | 5/15/2014 | 4 |
| 6747 | BUCKINGHAM STRATEGIC WEALTH, LLC | $229M | Q2 2014 | 7/28/2014 | 176 |
| 6748 | HOWARD WEALTH MANAGEMENT, LLC | $229M | Q4 2025 | 1/29/2026 | 134 |
| 6749 | CATALYST PRIVATE WEALTH, LLC | $229M | Q4 2025 | 1/14/2026 | 77 |
| 6750 | BROGAN FINANCIAL, INC. | $229M | Q4 2025 | 2/12/2026 | 58 |
| 6751 | Avos Capital Management, LLC | $229M | Q4 2025 | 2/13/2026 | 65 |
| 6752 | Swift Run Capital Management, LLC | $229M | Q2 2014 | 7/28/2014 | 53 |
| 6753 | ARBOR TRUST WEALTH ADVISORS, LLC | $229M | Q4 2025 | 2/5/2026 | 82 |
| 6754 | SUREVIEW CAPITAL LLC | $229M | Q1 2014 | 5/15/2014 | 23 |
| 6755 | New England Research & Management, Inc. | $229M | Q4 2025 | 1/7/2026 | 144 |
| 6756 | PFG Private Wealth Management, LLC | $229M | Q4 2025 | 1/15/2026 | 74 |
| 6757 | Haven Private, LLC | $229M | Q4 2025 | 2/12/2026 | 161 |
| 6758 | Summit Rock Advisors, LP | $228M | Q4 2025 | 1/27/2026 | 1 |
| 6759 | WJ Wealth Management, LLC | $228M | Q4 2025 | 2/5/2026 | 70 |
| 6760 | Azarias Capital Management, L.P. | $228M | Q4 2025 | 1/23/2026 | 25 |
| 6761 | Aster Capital Management (DIFC) Ltd | $228M | Q4 2025 | 2/17/2026 | 1,054 |
| 6762 | Moab Capital Partners LLC | $228M | Q1 2014 | 5/14/2014 | 33 |
| 6763 | Resolute Wealth Strategies, LLC | $228M | Q4 2025 | 2/6/2026 | 109 |
| 6764 | VEGA ENERGY GP, LLC | $228M | Q1 2014 | 5/15/2014 | 10 |
| 6765 | DG Capital Management, LLC | $228M | Q4 2025 | 2/13/2026 | 21 |
| 6766 | DMKC Advisory Services, LLC | $228M | Q4 2025 | 1/30/2026 | 83 |
| 6767 | Artha Capital Management, Inc. | $228M | Q1 2014 | 5/15/2014 | 16 |
| 6768 | ADVISORTRUST PARTNERS, LLC | $228M | Q4 2025 | 3/10/2026 | 156 |
| 6769 | ParenteBeard Wealth Management, LLC | $228M | Q2 2014 | 7/23/2014 | 105 |
| 6770 | Eastover Investment Advisors LLC | $227M | Q4 2025 | 1/12/2026 | 47 |
| 6771 | Valued Wealth Advisors LLC | $227M | Q4 2025 | 1/30/2026 | 643 |
| 6772 | Keystone Global Partners, LLC | $227M | Q4 2025 | 1/14/2026 | 54 |
| 6773 | Forerunner Ventures Management, LLC | $227M | Q4 2025 | 2/17/2026 | 1 |
| 6774 | Gary Goldberg Planning Services Inc | $227M | Q2 2014 | 8/6/2014 | 418 |
| 6775 | Latitude Advisors, LLC | $227M | Q4 2025 | 1/27/2026 | 224 |
| 6776 | State Insurance Fund | $227M | Q4 2025 | 1/23/2026 | 1 |
| 6777 | Pinnacle Family Advisors, LLC | $227M | Q4 2025 | 2/17/2026 | 141 |
| 6778 | Dogwood Wealth Management LLC | $227M | Q4 2025 | 2/4/2026 | 766 |
| 6779 | Wealthstar Advisors, LLC | $227M | Q4 2025 | 1/30/2026 | 125 |
| 6780 | QTR Family Wealth, LLC | $227M | Q4 2025 | 2/13/2026 | 277 |
| 6781 | Vision Capital Corp | $227M | Q4 2025 | 2/13/2026 | 12 |
| 6782 | Beaton Management Co. Inc. | $227M | Q4 2025 | 2/10/2026 | 149 |
| 6783 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $227M | Q4 2025 | 2/12/2026 | 90 |
| 6784 | Hiley Hunt Wealth Management | $227M | Q1 2026 | 4/6/2026 | 47 |
| 6785 | INSIGHT 2811, INC. | $227M | Q4 2025 | 2/3/2026 | 99 |
| 6786 | Kaizen Financial Strategies | $227M | Q4 2025 | 1/21/2026 | 165 |
| 6787 | Compass Financial Group, Inc. | $227M | Q4 2025 | 2/5/2026 | 48 |
| 6788 | Kilter Group LLC | $227M | Q4 2025 | 2/13/2026 | 1,393 |
| 6789 | Exchange Capital Management, Inc. | $227M | Q2 2014 | 7/3/2014 | 243 |
| 6790 | Summit Equities Inc | $226M | Q1 2014 | 5/16/2014 | 21 |
| 6791 | Quantum Portfolio Management LLC | $226M | Q4 2025 | 2/12/2026 | 238 |
| 6792 | Midwest Financial Group LLC | $226M | Q4 2025 | 1/20/2026 | 123 |
| 6793 | ASSET PLANNING SERVICES INC /LA/ /ADV | $226M | Q4 2025 | 1/16/2026 | 35 |
| 6794 | BancFirst Trust & Investment Management | $226M | Q1 2026 | 4/1/2026 | 42 |
| 6795 | Chris Bulman Inc | $226M | Q4 2025 | 1/14/2026 | 149 |
| 6796 | DC Investments Management, LLC | $226M | Q4 2025 | 2/13/2026 | 48 |
| 6797 | Bluesphere Advisors LLC | $226M | Q4 2025 | 1/21/2026 | 98 |
| 6798 | Aft, Forsyth & Sober, LLC | $226M | Q1 2014 | 5/12/2014 | 40 |
| 6799 | Harold Davidson & Associates Inc. | $226M | Q4 2025 | 2/11/2026 | 66 |
| 6800 | PLUSTICK MANAGEMENT LLC | $226M | Q4 2025 | 2/17/2026 | 21 |