Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6801 | Signpost Capital Advisors, LP | $236M | Q1 2014 | 5/14/2014 | 15 |
| 6802 | OTTER CREEK MANAGEMENT INC | $236M | Q1 2014 | 5/15/2014 | 50 |
| 6803 | EPIQ PARTNERS, LLC | $236M | Q2 2026 | 7/7/2026 | 98 |
| 6804 | Armstrong, Fleming & Moore, Inc | $236M | Q1 2026 | 4/13/2026 | 108 |
| 6805 | Causey Wealth LLC | $236M | Q1 2026 | 5/12/2026 | 81 |
| 6806 | Team Financial Group, LLC | $236M | Q2 2026 | 7/10/2026 | 56 |
| 6807 | Allodium Investment Consultants, LLC | $235M | Q2 2026 | 7/14/2026 | 57 |
| 6808 | I.G.Y. Ltd | $235M | Q1 2026 | 5/12/2026 | 3 |
| 6809 | J. R. Prunier Capital Management LLC | $235M | Q1 2026 | 6/15/2026 | 67 |
| 6810 | DLK Investment Management, LLC | $235M | Q2 2026 | 7/14/2026 | 96 |
| 6811 | CNA FINANCIAL CORP | $235M | Q1 2026 | 5/15/2026 | 15 |
| 6812 | Plan A Wealth LLC | $235M | Q2 2026 | 7/14/2026 | 194 |
| 6813 | CASTINE CAPITAL MANAGEMENT, LLC | $235M | Q1 2014 | 5/15/2014 | 46 |
| 6814 | BAR HARBOR TRUST SERVICES | $235M | Q2 2014 | 7/17/2014 | 90 |
| 6815 | Elevation Capital Advisory, LLC | $235M | Q1 2026 | 5/8/2026 | 65 |
| 6816 | Elemental Capital Partners LLC | $235M | Q1 2026 | 4/27/2026 | 12 |
| 6817 | Core Wealth Partners LLC | $235M | Q2 2026 | 7/17/2026 | 191 |
| 6818 | Rubicon Global Capital Ltd | $235M | Q1 2026 | 4/27/2026 | 10 |
| 6819 | KOCH INDUSTRIES LLC | $234M | Q1 2014 | 5/14/2014 | 5 |
| 6820 | Matisse Capital | $234M | Q1 2026 | 5/8/2026 | 164 |
| 6821 | Bernard Wealth Management Corp. | $234M | Q1 2026 | 5/14/2026 | 360 |
| 6822 | Alexandria Capital, LLC | $234M | Q2 2014 | 8/1/2014 | 600 |
| 6823 | Kessler Investment Group, LLC | $234M | Q2 2026 | 7/13/2026 | 81 |
| 6824 | Hoxton Financial, Inc. | $234M | Q2 2014 | 7/10/2014 | 319 |
| 6825 | Aletheian Wealth Advisors LLC | $234M | Q2 2026 | 7/8/2026 | 109 |
| 6826 | Old North State Wealth Management, LLC | $234M | Q2 2026 | 7/17/2026 | 112 |
| 6827 | Richardson Capital Management LLC | $234M | Q2 2026 | 7/17/2026 | 244 |
| 6828 | Heritage Wealth Management, Inc./Texas | $234M | Q1 2026 | 5/6/2026 | 41 |
| 6829 | WEST BANCORPORATION INC | $234M | Q2 2026 | 7/23/2026 | 95 |
| 6830 | Saranac Partners Ltd | $234M | Q1 2026 | 5/15/2026 | 103 |
| 6831 | Olistico Wealth, LLC | $234M | Q2 2026 | 7/13/2026 | 334 |
| 6832 | Fortune Financial Advisors, LLC | $234M | Q2 2026 | 7/22/2026 | 163 |
| 6833 | Investmark Advisory Group LLC | $234M | Q1 2026 | 5/15/2026 | 142 |
| 6834 | Accel Leaders 3 Associates L.P. | $234M | Q1 2026 | 5/8/2026 | 1 |
| 6835 | J.H. Whitney Equity Partners VII, LLC | $233M | Q1 2026 | 5/7/2026 | 1 |
| 6836 | Burk Holdings LLC | $233M | Q1 2026 | 5/7/2026 | 676 |
| 6837 | Tactical Allocation Group LLC | $233M | Q1 2014 | 5/14/2014 | 21 |
| 6838 | QFR Capital Management, L.P. | $233M | Q1 2014 | 5/15/2014 | 4 |
| 6839 | Braeburn Wealth Management LLC | $233M | Q2 2026 | 7/21/2026 | 99 |
| 6840 | Napean Trading & Investment Co (Singapore) PTE Ltd | $233M | Q1 2026 | 5/12/2026 | 16 |
| 6841 | MIZUHO SECURITIES USA LLC | $233M | Q2 2014 | 7/2/2014 | 31 |
| 6842 | BRIGHTON SECURITIES CORP. | $233M | Q2 2026 | 7/7/2026 | 50 |
| 6843 | Davidson Kahn Capital Management, LLC | $233M | Q2 2026 | 7/14/2026 | 72 |
| 6844 | Filament LLC | $233M | Q2 2014 | 7/23/2014 | 40 |
| 6845 | Eos Management, L.P. | $233M | Q1 2026 | 5/5/2026 | 41 |
| 6846 | FLAGSHIP WEALTH ADVISORS, LLC | $233M | Q1 2026 | 6/1/2026 | 350 |
| 6847 | Tree Line Advisors (Hong Kong) Ltd. | $233M | Q1 2026 | 5/14/2026 | 3 |
| 6848 | OXFORD ASSET MANAGEMENT LLP | $232M | Q1 2026 | 5/15/2026 | 442 |
| 6849 | 5th Street Advisors, LLC | $232M | Q1 2026 | 5/4/2026 | 52 |
| 6850 | Kilter Group LLC | $232M | Q1 2026 | 5/14/2026 | 1,568 |
| 6851 | Elk Creek Partners, LLC | $232M | Q1 2014 | 5/13/2014 | 99 |
| 6852 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $232M | Q1 2026 | 4/29/2026 | 44 |
| 6853 | LAVELLE CAPITAL LP | $232M | Q2 2026 | 7/22/2026 | 77 |
| 6854 | BANYAN CAPITAL MANAGEMENT, INC. | $232M | Q1 2026 | 5/1/2026 | 55 |
| 6855 | Vision One Management Partners, LP | $232M | Q1 2026 | 5/15/2026 | 9 |
| 6856 | DAVIDSON TRUST CO | $232M | Q1 2026 | 4/20/2026 | 176 |
| 6857 | Silver Oak Advisory Group, Inc. | $232M | Q1 2026 | 5/1/2026 | 80 |
| 6858 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $232M | Q2 2026 | 7/13/2026 | 92 |
| 6859 | Resolute Wealth Strategies, LLC | $232M | Q1 2026 | 5/7/2026 | 114 |
| 6860 | Westfuller Advisors, LLC | $232M | Q1 2026 | 4/28/2026 | 756 |
| 6861 | SMA Capital LLC | $232M | Q1 2026 | 5/14/2026 | 95 |
| 6862 | UNITED FIRE GROUP INC | $232M | Q2 2014 | 8/7/2014 | 108 |
| 6863 | Redwood Wealth Management Group, LLC | $232M | Q1 2026 | 4/24/2026 | 169 |
| 6864 | Titan Wealth (CI) Ltd | $232M | Q1 2026 | 5/15/2026 | 51 |
| 6865 | Strategic Financial Partners, Ltd. | $232M | Q1 2026 | 5/1/2026 | 81 |
| 6866 | PEOPLES FINANCIAL SERVICES CORP. | $231M | Q2 2026 | 7/22/2026 | 270 |
| 6867 | InterOcean Capital, LLC | $231M | Q1 2014 | 5/15/2014 | 101 |
| 6868 | Foundry Financial Group, Inc. | $231M | Q2 2026 | 7/22/2026 | 80 |
| 6869 | Samjo Management, LLC | $231M | Q1 2026 | 5/15/2026 | 55 |
| 6870 | Brentview Investment Management LLC | $231M | Q1 2026 | 5/13/2026 | 63 |
| 6871 | VVR Holdings LLC | $231M | Q2 2026 | 7/15/2026 | 38 |
| 6872 | Founders Capital Management | $231M | Q2 2026 | 7/21/2026 | 420 |
| 6873 | Texan Capital Management | $231M | Q2 2014 | 7/30/2014 | 135 |
| 6874 | COMMONWEALTH BANK OF AUSTRALIA | $231M | Q1 2026 | 5/13/2026 | 2 |
| 6875 | New Millennium Group LLC | $231M | Q4 2025 | 2/6/2026 | 407 |
| 6876 | Compass Financial Services Inc | $231M | Q1 2026 | 5/1/2026 | 56 |
| 6877 | Massachusetts Wealth Management | $231M | Q1 2026 | 4/15/2026 | 98 |
| 6878 | Meros Investment Management, LP | $231M | Q1 2026 | 5/14/2026 | 52 |
| 6879 | Catalys Pacific, LLC | $231M | Q1 2026 | 5/14/2026 | 2 |
| 6880 | Yiheng Capital Management, L.P. | $231M | Q1 2026 | 5/15/2026 | 24 |
| 6881 | Prairie Wealth Advisors, Inc. | $231M | Q1 2026 | 5/5/2026 | 152 |
| 6882 | Citrine Capital LLC | $231M | Q1 2026 | 4/21/2026 | 58 |
| 6883 | rebel Financial LLC | $231M | Q1 2026 | 4/24/2026 | 65 |
| 6884 | Cooper Capital Advisors LLC | $231M | Q2 2026 | 7/22/2026 | 41 |
| 6885 | Harold Davidson & Associates Inc. | $231M | Q2 2026 | 7/15/2026 | 59 |
| 6886 | Employees' Retirement Fund of the City of Fort Worth | $230M | Q1 2026 | 5/11/2026 | 21 |
| 6887 | BURRUS FINANCIAL SERVICES, INC. | $230M | Q2 2026 | 7/20/2026 | 11 |
| 6888 | Wayfinding Financial, LLC | $230M | Q1 2026 | 5/12/2026 | 157 |
| 6889 | Pavion Blue Capital, LLC | $230M | Q1 2026 | 5/6/2026 | 108 |
| 6890 | Family Office Research LLC | $230M | Q1 2026 | 5/13/2026 | 75 |
| 6891 | Cherry Creek Investment Advisors, Inc. | $230M | Q1 2026 | 4/30/2026 | 124 |
| 6892 | Trail Ridge Investment Advisors, LLC | $230M | Q1 2026 | 5/5/2026 | 99 |
| 6893 | BDFS Capital LLC | $230M | Q2 2026 | 7/15/2026 | 116 |
| 6894 | MCCARTER PRIVATE WEALTH SERVICES LLC | $230M | Q1 2026 | 5/14/2026 | 171 |
| 6895 | SOROS CAPITAL MANAGEMENT LLC | $230M | Q1 2026 | 5/15/2026 | 47 |
| 6896 | Azarias Capital Management, L.P. | $230M | Q2 2026 | 7/13/2026 | 23 |
| 6897 | Integrity Investment Advisors, LLC | $230M | Q2 2026 | 7/21/2026 | 72 |
| 6898 | Haven Private, LLC | $230M | Q1 2026 | 5/5/2026 | 166 |
| 6899 | A&I FINANCIAL SERVICES, LLC | $230M | Q2 2026 | 7/9/2026 | 75 |
| 6900 | Quantum Portfolio Management LLC | $230M | Q1 2026 | 5/1/2026 | 254 |
| 6901 | PEG CAPITAL MANAGEMENT INC /NH/ | $229M | Q2 2014 | 8/1/2014 | 35 |
| 6902 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $229M | Q1 2026 | 4/24/2026 | 156 |
| 6903 | Cloud Capital Management, LLC | $229M | Q1 2026 | 5/12/2026 | 105 |
| 6904 | Cane Capital Partners, LLC | $229M | Q1 2026 | 4/24/2026 | 131 |
| 6905 | BRR OpCo, LLC | $229M | Q1 2014 | 5/13/2014 | 96 |
| 6906 | Okumus Fund Management Ltd. | $229M | Q1 2014 | 5/15/2014 | 4 |
| 6907 | Alternative Investment Advisors, LLC. | $229M | Q1 2026 | 5/15/2026 | 76 |
| 6908 | BUCKINGHAM STRATEGIC WEALTH, LLC | $229M | Q2 2014 | 7/28/2014 | 176 |
| 6909 | Keyframe Capital Partners, L.P. | $229M | Q1 2026 | 5/28/2026 | 1 |
| 6910 | Taconic Capital Advisors LP | $229M | Q1 2026 | 5/15/2026 | 15 |
| 6911 | Alhambra Investment Management LLC | $229M | Q2 2026 | 7/16/2026 | 182 |
| 6912 | Granite Harbor Advisors, Inc. | $229M | Q1 2026 | 4/23/2026 | 129 |
| 6913 | NBZ Investment Advisors LLC | $229M | Q1 2026 | 5/4/2026 | 73 |
| 6914 | Two Point Capital Management, Inc. | $229M | Q1 2026 | 4/21/2026 | 28 |
| 6915 | ABOUND FINANCIAL, LLC | $229M | Q1 2026 | 5/1/2026 | 283 |
| 6916 | Paul R. Ried Financial Group, LLC | $229M | Q2 2026 | 7/6/2026 | 47 |
| 6917 | Worth Financial Advisory Group, LLC | $229M | Q1 2026 | 5/4/2026 | 50 |
| 6918 | STUART INVESTMENT ADVISORS, INC. | $229M | Q1 2026 | 4/21/2026 | 27 |
| 6919 | Smallwood Wealth Investment Management, LLC | $229M | Q2 2026 | 7/23/2026 | 529 |
| 6920 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $229M | Q1 2026 | 5/4/2026 | 120 |
| 6921 | Cosmic Management, LLC | $229M | Q1 2026 | 5/13/2026 | 4 |
| 6922 | GeoSphere Capital Management, LLC | $229M | Q1 2026 | 5/15/2026 | 42 |
| 6923 | Asset Advisory Group, Inc. | $229M | Q2 2026 | 7/9/2026 | 125 |
| 6924 | Swift Run Capital Management, LLC | $229M | Q2 2014 | 7/28/2014 | 53 |
| 6925 | SUREVIEW CAPITAL LLC | $229M | Q1 2014 | 5/15/2014 | 23 |
| 6926 | Wildcat Capital Management, LLC | $229M | Q2 2026 | 7/22/2026 | 3 |
| 6927 | Allie Family Office LLC | $228M | Q1 2026 | 5/13/2026 | 103 |
| 6928 | Moab Capital Partners LLC | $228M | Q1 2014 | 5/14/2014 | 33 |
| 6929 | Conrad N. Hilton Foundation | $228M | Q1 2026 | 5/15/2026 | 2 |
| 6930 | Financial Planning Navigators CORP | $228M | Q1 2026 | 4/21/2026 | 51 |
| 6931 | UNION SAVINGS BANK | $228M | Q1 2026 | 4/17/2026 | 320 |
| 6932 | ASSET PLANNING SERVICES INC /LA/ /ADV | $228M | Q1 2026 | 4/21/2026 | 35 |
| 6933 | Hippocratic Financial Advisors, LLC | $228M | Q1 2026 | 4/21/2026 | 33 |
| 6934 | CEERA INVESTMENTS, LLC | $228M | Q1 2026 | 5/6/2026 | 93 |
| 6935 | VEGA ENERGY GP, LLC | $228M | Q1 2014 | 5/15/2014 | 10 |
| 6936 | BlueChip Wealth Advisors LLC | $228M | Q1 2026 | 5/5/2026 | 147 |
| 6937 | Artha Capital Management, Inc. | $228M | Q1 2014 | 5/15/2014 | 16 |
| 6938 | Cascade Wealth Advisors, Inc | $228M | Q1 2026 | 5/11/2026 | 60 |
| 6939 | Financial Futures Ltd Liability Co. | $228M | Q1 2026 | 4/22/2026 | 72 |
| 6940 | ARBOR TRUST WEALTH ADVISORS, LLC | $228M | Q1 2026 | 4/29/2026 | 90 |
| 6941 | ParenteBeard Wealth Management, LLC | $228M | Q2 2014 | 7/23/2014 | 105 |
| 6942 | eCIO, Inc. | $228M | Q1 2026 | 4/14/2026 | 42 |
| 6943 | Castleview Partners, LLC | $228M | Q2 2026 | 7/20/2026 | 223 |
| 6944 | MARIPAU WEALTH MANAGEMENT LLC | $227M | Q1 2026 | 5/27/2026 | 166 |
| 6945 | Purkiss Capital Advisors LLC | $227M | Q1 2026 | 5/4/2026 | 168 |
| 6946 | BROGAN FINANCIAL, INC. | $227M | Q1 2026 | 5/11/2026 | 56 |
| 6947 | Gary Goldberg Planning Services Inc | $227M | Q2 2014 | 8/6/2014 | 418 |
| 6948 | GRATIA CAPITAL, LLC | $227M | Q1 2026 | 5/15/2026 | 34 |
| 6949 | Flower City Capital | $227M | Q2 2026 | 7/7/2026 | 49 |
| 6950 | KEYVANTAGE WEALTH, LLC | $227M | Q1 2026 | 5/5/2026 | 92 |
| 6951 | Yong Rong (HK) Asset Management Ltd | $227M | Q1 2026 | 5/4/2026 | 10 |
| 6952 | Smith Thornton Advisors LLC | $227M | Q2 2026 | 7/14/2026 | 140 |
| 6953 | PFC CAPITAL GROUP, INC. | $227M | Q1 2026 | 5/13/2026 | 90 |
| 6954 | Schear Investment Advisers, LLC | $227M | Q1 2026 | 4/28/2026 | 77 |
| 6955 | Optimist Retirement Group LLC | $227M | Q1 2026 | 5/11/2026 | 113 |
| 6956 | DUDLEY CAPITAL MANAGEMENT, LLC | $227M | Q1 2026 | 5/5/2026 | 139 |
| 6957 | Oakcliff Capital Partners, LP | $227M | Q1 2026 | 5/15/2026 | 8 |
| 6958 | Steadview Capital Management LLC | $227M | Q1 2026 | 5/1/2026 | 12 |
| 6959 | Exchange Capital Management, Inc. | $227M | Q2 2014 | 7/3/2014 | 243 |
| 6960 | Summit Equities Inc | $226M | Q1 2014 | 5/16/2014 | 21 |
| 6961 | WESTPORT ASSET MANAGEMENT INC | $226M | Q1 2026 | 5/15/2026 | 78 |
| 6962 | PATRON PARTNERS, LLC | $226M | Q1 2026 | 4/29/2026 | 185 |
| 6963 | Ergawealth Advisors, Inc. | $226M | Q1 2026 | 4/27/2026 | 55 |
| 6964 | Aft, Forsyth & Sober, LLC | $226M | Q1 2014 | 5/12/2014 | 40 |
| 6965 | Endowment Wealth Management, Inc. | $226M | Q1 2026 | 5/8/2026 | 165 |
| 6966 | Baugh & Associates, LLC | $226M | Q2 2026 | 7/10/2026 | 42 |
| 6967 | MOKAN Wealth Management Inc. | $226M | Q1 2026 | 5/1/2026 | 109 |
| 6968 | State of New Jersey Common Pension Fund A | $226M | Q1 2026 | 4/30/2026 | 3 |
| 6969 | SHARIAPORTFOLIO, INC. | $226M | Q1 2026 | 6/12/2026 | 40 |
| 6970 | True Wind Capital Management, L.P. | $226M | Q2 2026 | 7/16/2026 | 2 |
| 6971 | SALEM CAPITAL MANAGEMENT INC | $226M | Q2 2014 | 7/17/2014 | 72 |
| 6972 | Heritage Family Offices, LLP | $225M | Q1 2026 | 4/8/2026 | 196 |
| 6973 | Matterhorn Capital Management, LLC | $225M | Q2 2014 | 8/8/2014 | 56 |
| 6974 | HATCH COVE CAPITAL, LLC | $225M | Q2 2026 | 7/14/2026 | 24 |
| 6975 | Chronos Wealth Management, LLC | $225M | Q2 2026 | 7/15/2026 | 38 |
| 6976 | Boit C F David | $225M | Q1 2026 | 4/9/2026 | 119 |
| 6977 | SEG Family Corp. | $225M | Q1 2026 | 5/14/2026 | 1 |
| 6978 | CWC Advisors, LLC. | $225M | Q2 2026 | 7/21/2026 | 152 |
| 6979 | EMC Capital Management | $225M | Q4 2025 | 3/9/2026 | 304 |
| 6980 | AQUILINE CAPITAL PARTNERS LLC | $225M | Q1 2014 | 5/15/2014 | 3 |
| 6981 | Brucke Financial, Inc. | $225M | Q2 2026 | 7/21/2026 | 175 |
| 6982 | HABERER REGISTERED INVESTMENT ADVISOR INC | $225M | Q2 2014 | 7/18/2014 | 449 |
| 6983 | Wealth Science Advisors LLC | $225M | Q2 2026 | 7/8/2026 | 97 |
| 6984 | NIA IMPACT ADVISORS, LLC | $225M | Q1 2026 | 5/8/2026 | 89 |
| 6985 | Family Capital Management, Inc. | $225M | Q1 2026 | 4/22/2026 | 104 |
| 6986 | CHELSEA COUNSEL CO | $225M | Q1 2026 | 6/4/2026 | 234 |
| 6987 | Ballast Asset Management, LP | $225M | Q1 2026 | 5/7/2026 | 52 |
| 6988 | Beaton Management Co. Inc. | $225M | Q1 2026 | 5/12/2026 | 146 |
| 6989 | JOYN Advisors, Inc. | $224M | Q2 2014 | 8/7/2014 | 31 |
| 6990 | Prospect Hill Management, LLC | $224M | Q1 2026 | 5/5/2026 | 14 |
| 6991 | LILLEY & CO | $224M | Q2 2014 | 7/14/2014 | 105 |
| 6992 | Eukles Asset Management | $224M | Q1 2026 | 5/5/2026 | 238 |
| 6993 | 626 Financial, LLC | $224M | Q1 2026 | 4/23/2026 | 121 |
| 6994 | Tandem Wealth Advisors LLC | $224M | Q1 2026 | 5/6/2026 | 47 |
| 6995 | SignalPoint Asset Management, LLC | $224M | Q2 2014 | 7/17/2014 | 167 |
| 6996 | 93 Financial Group, LLC | $224M | Q1 2026 | 5/5/2026 | 9 |
| 6997 | CPV Partners, LLC | $224M | Q1 2026 | 5/15/2026 | 4 |
| 6998 | MKA Charitable Fund | $224M | Q1 2026 | 4/27/2026 | 1 |
| 6999 | ENDICOTT MANAGEMENT CO | $224M | Q1 2014 | 5/15/2014 | 12 |
| 7000 | Tull Financial Group, Inc. | $224M | Q1 2026 | 5/7/2026 | 31 |