Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6801 | VEGA ENERGY GP, LLC | $228M | Q1 2014 | 5/15/2014 | 10 |
| 6802 | FORTE ASSET MANAGEMENT LLC | $228M | Q1 2026 | 4/27/2026 | 76 |
| 6803 | BlueChip Wealth Advisors LLC | $228M | Q1 2026 | 5/5/2026 | 147 |
| 6804 | Artha Capital Management, Inc. | $228M | Q1 2014 | 5/15/2014 | 16 |
| 6805 | Cascade Wealth Advisors, Inc | $228M | Q1 2026 | 5/11/2026 | 60 |
| 6806 | Financial Futures Ltd Liability Co. | $228M | Q1 2026 | 4/22/2026 | 72 |
| 6807 | ARBOR TRUST WEALTH ADVISORS, LLC | $228M | Q1 2026 | 4/29/2026 | 90 |
| 6808 | ParenteBeard Wealth Management, LLC | $228M | Q2 2014 | 7/23/2014 | 105 |
| 6809 | eCIO, Inc. | $228M | Q1 2026 | 4/14/2026 | 42 |
| 6810 | MARIPAU WEALTH MANAGEMENT LLC | $227M | Q1 2026 | 5/15/2026 | 166 |
| 6811 | Purkiss Capital Advisors LLC | $227M | Q1 2026 | 5/4/2026 | 168 |
| 6812 | BROGAN FINANCIAL, INC. | $227M | Q1 2026 | 5/11/2026 | 56 |
| 6813 | Gary Goldberg Planning Services Inc | $227M | Q2 2014 | 8/6/2014 | 418 |
| 6814 | GRATIA CAPITAL, LLC | $227M | Q1 2026 | 5/15/2026 | 34 |
| 6815 | KEYVANTAGE WEALTH, LLC | $227M | Q1 2026 | 5/5/2026 | 92 |
| 6816 | Yong Rong (HK) Asset Management Ltd | $227M | Q1 2026 | 5/4/2026 | 10 |
| 6817 | Grove Street Fiduciary, LLC | $227M | Q1 2026 | 4/22/2026 | 74 |
| 6818 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | $227M | Q4 2025 | 2/12/2026 | 90 |
| 6819 | PFC CAPITAL GROUP, INC. | $227M | Q1 2026 | 5/13/2026 | 90 |
| 6820 | Schear Investment Advisers, LLC | $227M | Q1 2026 | 4/28/2026 | 77 |
| 6821 | Optimist Retirement Group LLC | $227M | Q1 2026 | 5/11/2026 | 113 |
| 6822 | Hiley Hunt Wealth Management | $227M | Q1 2026 | 4/6/2026 | 47 |
| 6823 | DUDLEY CAPITAL MANAGEMENT, LLC | $227M | Q1 2026 | 5/5/2026 | 139 |
| 6824 | Oakcliff Capital Partners, LP | $227M | Q1 2026 | 5/15/2026 | 8 |
| 6825 | GEM Asset Management, LLC | $227M | Q1 2026 | 4/10/2026 | 107 |
| 6826 | Steadview Capital Management LLC | $227M | Q1 2026 | 5/1/2026 | 12 |
| 6827 | Exchange Capital Management, Inc. | $227M | Q2 2014 | 7/3/2014 | 243 |
| 6828 | Summit Equities Inc | $226M | Q1 2014 | 5/16/2014 | 21 |
| 6829 | WESTPORT ASSET MANAGEMENT INC | $226M | Q1 2026 | 5/15/2026 | 78 |
| 6830 | BancFirst Trust & Investment Management | $226M | Q1 2026 | 4/1/2026 | 42 |
| 6831 | PATRON PARTNERS, LLC | $226M | Q1 2026 | 4/29/2026 | 185 |
| 6832 | HORIZON FINANCIAL SERVICES, LLC | $226M | Q1 2026 | 4/15/2026 | 425 |
| 6833 | Ergawealth Advisors, Inc. | $226M | Q1 2026 | 4/27/2026 | 55 |
| 6834 | Aft, Forsyth & Sober, LLC | $226M | Q1 2014 | 5/12/2014 | 40 |
| 6835 | Endowment Wealth Management, Inc. | $226M | Q1 2026 | 5/8/2026 | 165 |
| 6836 | MOKAN Wealth Management Inc. | $226M | Q1 2026 | 5/1/2026 | 109 |
| 6837 | Robbins Farley | $226M | Q1 2026 | 4/17/2026 | 143 |
| 6838 | State of New Jersey Common Pension Fund A | $226M | Q1 2026 | 4/30/2026 | 3 |
| 6839 | PEAK FINANCIAL ADVISORS LLC | $226M | Q1 2026 | 4/22/2026 | 70 |
| 6840 | SALEM CAPITAL MANAGEMENT INC | $226M | Q2 2014 | 7/17/2014 | 72 |
| 6841 | Heritage Family Offices, LLP | $225M | Q1 2026 | 4/8/2026 | 196 |
| 6842 | Matterhorn Capital Management, LLC | $225M | Q2 2014 | 8/8/2014 | 56 |
| 6843 | Boit C F David | $225M | Q1 2026 | 4/9/2026 | 119 |
| 6844 | Keystone Global Partners, LLC | $225M | Q1 2026 | 4/24/2026 | 54 |
| 6845 | SEG Family Corp. | $225M | Q1 2026 | 5/14/2026 | 1 |
| 6846 | Sequent Asset Management, LLC | $225M | Q4 2025 | 2/10/2026 | 99 |
| 6847 | EMC Capital Management | $225M | Q4 2025 | 3/9/2026 | 304 |
| 6848 | AQUILINE CAPITAL PARTNERS LLC | $225M | Q1 2014 | 5/15/2014 | 3 |
| 6849 | WD RUTHERFORD LLC | $225M | Q1 2026 | 4/24/2026 | 71 |
| 6850 | HABERER REGISTERED INVESTMENT ADVISOR INC | $225M | Q2 2014 | 7/18/2014 | 449 |
| 6851 | Altus Wealth Management, LLC | $225M | Q1 2026 | 4/21/2026 | 28 |
| 6852 | NIA IMPACT ADVISORS, LLC | $225M | Q1 2026 | 5/8/2026 | 89 |
| 6853 | Family Capital Management, Inc. | $225M | Q1 2026 | 4/22/2026 | 104 |
| 6854 | Ballast Asset Management, LP | $225M | Q1 2026 | 5/7/2026 | 52 |
| 6855 | Beaton Management Co. Inc. | $225M | Q1 2026 | 5/12/2026 | 146 |
| 6856 | JOYN Advisors, Inc. | $224M | Q2 2014 | 8/7/2014 | 31 |
| 6857 | Prospect Hill Management, LLC | $224M | Q1 2026 | 5/5/2026 | 14 |
| 6858 | LILLEY & CO | $224M | Q2 2014 | 7/14/2014 | 105 |
| 6859 | Eukles Asset Management | $224M | Q1 2026 | 5/5/2026 | 238 |
| 6860 | 626 Financial, LLC | $224M | Q1 2026 | 4/23/2026 | 121 |
| 6861 | Tandem Wealth Advisors LLC | $224M | Q1 2026 | 5/6/2026 | 47 |
| 6862 | SignalPoint Asset Management, LLC | $224M | Q2 2014 | 7/17/2014 | 167 |
| 6863 | 93 Financial Group, LLC | $224M | Q1 2026 | 5/5/2026 | 9 |
| 6864 | CPV Partners, LLC | $224M | Q1 2026 | 5/15/2026 | 4 |
| 6865 | MKA Charitable Fund | $224M | Q1 2026 | 4/27/2026 | 1 |
| 6866 | ENDICOTT MANAGEMENT CO | $224M | Q1 2014 | 5/15/2014 | 12 |
| 6867 | Keyes, Stange & Wooten Wealth Management, LLC | $224M | Q1 2026 | 4/27/2026 | 71 |
| 6868 | Tull Financial Group, Inc. | $224M | Q1 2026 | 5/7/2026 | 31 |
| 6869 | LIFE LINE WEALTH MANAGEMENT LLC | $224M | Q1 2026 | 4/9/2026 | 35 |
| 6870 | Aspect Management, LLC | $224M | Q1 2026 | 5/12/2026 | 1 |
| 6871 | Regency Capital Management Inc.\DE | $224M | Q1 2026 | 5/5/2026 | 60 |
| 6872 | CURA WEALTH ADVISORS, LLC | $223M | Q1 2026 | 5/8/2026 | 126 |
| 6873 | Catherine Avery Investment Management LLC | $223M | Q1 2026 | 5/15/2026 | 109 |
| 6874 | Partnervest Advisory Services LLC | $223M | Q1 2014 | 5/12/2014 | 1,046 |
| 6875 | Family CFO Inc | $223M | Q1 2026 | 4/28/2026 | 41 |
| 6876 | ASA Gold & Precious Metals Ltd | $223M | Q2 2014 | 7/25/2014 | 17 |
| 6877 | IRONWOOD WEALTH MANAGEMENT, INC. | $223M | Q1 2026 | 4/13/2026 | 31 |
| 6878 | Azarias Capital Management, L.P. | $223M | Q1 2026 | 4/16/2026 | 24 |
| 6879 | Advantage Trust Co | $223M | Q1 2026 | 5/5/2026 | 123 |
| 6880 | ENTREWEALTH, LLC | $223M | Q1 2026 | 5/14/2026 | 104 |
| 6881 | Elite Financial, Inc. | $223M | Q1 2026 | 5/12/2026 | 54 |
| 6882 | VISTA INVESTMENT PARTNERS II, LLC | $223M | Q1 2026 | 4/23/2026 | 157 |
| 6883 | Timpani Capital Management LLC | $223M | Q2 2014 | 8/5/2014 | 80 |
| 6884 | MAINSAIL ASSET MANAGEMENT, LLC | $223M | Q1 2026 | 5/13/2026 | 112 |
| 6885 | DIXON FNANCIAL SERVICES, INC. | $223M | Q1 2026 | 4/15/2026 | 44 |
| 6886 | Ariadne Wealth Management, LP | $223M | Q1 2026 | 5/15/2026 | 248 |
| 6887 | Sterneck Capital Management, LLC | $223M | Q1 2026 | 4/16/2026 | 116 |
| 6888 | Walser Wealth Management Company, A Ltd Liability Co | $223M | Q1 2026 | 4/28/2026 | 187 |
| 6889 | Cobblestone Asset Management LLC | $222M | Q1 2026 | 4/28/2026 | 73 |
| 6890 | Fortitude Advisory Group L.L.C. | $222M | Q1 2026 | 4/28/2026 | 225 |
| 6891 | Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | $222M | Q1 2026 | 5/15/2026 | 14 |
| 6892 | Flatrock Wealth Partners LLC | $222M | Q1 2026 | 4/29/2026 | 166 |
| 6893 | Game Plan Financial Advisors, LLC | $222M | Q1 2026 | 4/23/2026 | 348 |
| 6894 | Beaumont Asset Management, L.L.C. | $222M | Q1 2026 | 4/21/2026 | 76 |
| 6895 | Darrow Company, Inc. | $222M | Q1 2026 | 4/20/2026 | 56 |
| 6896 | Second Half Financial Partners, LLC | $222M | Q1 2026 | 5/11/2026 | 96 |
| 6897 | Ewing Morris & Co. Investment Partners Ltd. | $222M | Q1 2026 | 5/11/2026 | 86 |
| 6898 | Diesslin Group, Inc. | $222M | Q1 2026 | 4/21/2026 | 53 |
| 6899 | Bravera Wealth | $222M | Q1 2026 | 4/22/2026 | 410 |
| 6900 | AVISO WEALTH MANAGEMENT | $222M | Q1 2026 | 5/8/2026 | 140 |
| 6901 | SEAMOUNT FINANCIAL GROUP INC | $222M | Q1 2026 | 4/24/2026 | 135 |
| 6902 | Compass Financial Group, Inc. | $222M | Q1 2026 | 5/5/2026 | 47 |
| 6903 | STEADFAST ADVISORS LP | $222M | Q1 2014 | 5/15/2014 | 52 |
| 6904 | DELPHI FINANCIAL GROUP, INC. | $222M | Q1 2026 | 5/13/2026 | 32 |
| 6905 | BONTEMPO OHLY CAPITAL MGMT LLC | $222M | Q1 2026 | 5/15/2026 | 34 |
| 6906 | FORMULA GROWTH LTD | $222M | Q1 2026 | 5/14/2026 | 137 |
| 6907 | Lenox Wealth Advisors, LLC | $222M | Q2 2014 | 7/10/2014 | 186 |
| 6908 | Capital Wealth Alliance, LLC | $221M | Q1 2026 | 5/13/2026 | 93 |
| 6909 | Sunesis Advisors, LLC | $221M | Q1 2026 | 5/14/2026 | 59 |
| 6910 | Pillsbury Lake Capital LLC | $221M | Q1 2026 | 5/14/2026 | 32 |
| 6911 | Meritas Wealth Management, LLC | $221M | Q1 2026 | 4/9/2026 | 60 |
| 6912 | KOPP FUNDS INC | $221M | Q4 2013 | 1/21/2014 | 64 |
| 6913 | Bandera Partners LLC | $221M | Q1 2026 | 5/13/2026 | 17 |
| 6914 | Socorro Asset Management LP | $221M | Q1 2026 | 5/15/2026 | 32 |
| 6915 | Wealth Management Strategies, Inc. | $221M | Q1 2026 | 5/11/2026 | 40 |
| 6916 | Georgetown University | $221M | Q1 2026 | 5/11/2026 | 11 |
| 6917 | Mosley Wealth Management | $221M | Q1 2026 | 4/27/2026 | 466 |
| 6918 | Irving Magee Investment Management | $221M | Q2 2014 | 8/8/2014 | 49 |
| 6919 | Decker Retirement Planning Inc. | $221M | Q1 2026 | 4/20/2026 | 284 |
| 6920 | William Marsh Rice University | $221M | Q1 2026 | 5/11/2026 | 2 |
| 6921 | GoalFusion Wealth Management, LLC | $220M | Q1 2026 | 4/14/2026 | 30 |
| 6922 | Leicht Financial Planning & Wealth Management, Inc. | $220M | Q1 2026 | 5/1/2026 | 15 |
| 6923 | GP Brinson Investments LLC | $220M | Q1 2026 | 4/1/2026 | 14 |
| 6924 | CASTLE CREEK CAPITAL PARTNERS IV, LP | $220M | Q2 2014 | 7/9/2014 | 11 |
| 6925 | Team Financial Group, LLC | $220M | Q1 2026 | 5/1/2026 | 273 |
| 6926 | Long Path Partners LP | $220M | Q1 2026 | 5/14/2026 | 9 |
| 6927 | UNDERHILL INVESTMENT MANAGEMENT LLC | $220M | Q2 2014 | 7/24/2014 | 23 |
| 6928 | STONEBRIDGE CAPITAL MANAGEMENT INC | $220M | Q1 2026 | 4/13/2026 | 80 |
| 6929 | Twin Lakes Capital Management, LLC | $220M | Q1 2026 | 5/18/2026 | 221 |
| 6930 | Radcliff Management LLC | $220M | Q1 2026 | 5/15/2026 | 1 |
| 6931 | E Fund Management (Hong Kong) Co., Ltd. | $220M | Q1 2026 | 4/8/2026 | 491 |
| 6932 | DCM Advisors, LLC | $220M | Q1 2026 | 5/15/2026 | 38 |
| 6933 | ARGENTIERE CAPITAL AG | $220M | Q2 2014 | 7/14/2014 | 47 |
| 6934 | WOODWARD DIVERSIFIED CAPITAL, LLC | $220M | Q1 2026 | 4/23/2026 | 181 |
| 6935 | TEALWOOD ASSET MANAGEMENT INC | $220M | Q1 2026 | 4/9/2026 | 118 |
| 6936 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $220M | Q1 2026 | 5/6/2026 | 148 |
| 6937 | SHAKER INVESTMENTS LLC/OH | $220M | Q1 2026 | 5/5/2026 | 82 |
| 6938 | Horrell Capital Management, Inc. | $219M | Q1 2026 | 4/30/2026 | 194 |
| 6939 | Aberdeen Wealth Management LLC | $219M | Q1 2026 | 5/15/2026 | 179 |
| 6940 | Transcendent Capital Group LLC | $219M | Q1 2026 | 4/27/2026 | 112 |
| 6941 | Yoder Wealth Management, Inc. | $219M | Q1 2026 | 4/22/2026 | 124 |
| 6942 | Financial Avengers, Inc. | $219M | Q1 2026 | 5/19/2026 | 151 |
| 6943 | IDG China Venture Capital Fund IV Associates L.P. | $219M | Q1 2026 | 5/1/2026 | 4 |
| 6944 | GARRISON POINT ADVISORS, LLC | $219M | Q1 2026 | 5/12/2026 | 168 |
| 6945 | Higgins & Schmidt Wealth Strategies LLC | $219M | Q1 2026 | 4/20/2026 | 63 |
| 6946 | Orion Resource Partners LP | $219M | Q1 2026 | 5/15/2026 | 20 |
| 6947 | Oxinas Partners, LLC | $219M | Q1 2026 | 4/10/2026 | 145 |
| 6948 | Whitnell & Co. | $219M | Q2 2014 | 8/7/2014 | 283 |
| 6949 | Unison Asset Management LLC | $219M | Q1 2026 | 4/28/2026 | 32 |
| 6950 | Fogel Capital Management, Inc. | $219M | Q1 2026 | 5/13/2026 | 52 |
| 6951 | WIN ADVISORS, INC | $219M | Q1 2026 | 5/1/2026 | 78 |
| 6952 | Wayzata Investment Partners LLC | $219M | Q1 2014 | 5/15/2014 | 1 |
| 6953 | Decatur Capital Management, Inc. | $219M | Q1 2026 | 5/13/2026 | 33 |
| 6954 | BURRUS FINANCIAL SERVICES, INC. | $218M | Q1 2026 | 4/22/2026 | 11 |
| 6955 | Union Point Advisors, LLC | $218M | Q1 2014 | 5/14/2014 | 29 |
| 6956 | MU Investments Co., Ltd. | $218M | Q2 2014 | 7/23/2014 | 329 |
| 6957 | FIDGEON TIMOTHY F | $218M | Q2 2014 | 7/24/2014 | 124 |
| 6958 | Signet Investment Advisory Group, Inc. | $218M | Q1 2026 | 5/13/2026 | 69 |
| 6959 | Sound Stewardship, LLC | $218M | Q1 2026 | 4/10/2026 | 63 |
| 6960 | FCM INVESTMENTS/TX | $218M | Q2 2014 | 7/17/2014 | 100 |
| 6961 | Latitude Advisors, LLC | $218M | Q1 2026 | 4/27/2026 | 213 |
| 6962 | Pflug Koory, LLC | $218M | Q1 2026 | 4/21/2026 | 419 |
| 6963 | BRIGHT FINANCIAL ADVISORS, INC. | $218M | Q1 2026 | 5/14/2026 | 67 |
| 6964 | PFS Partners, LLC | $218M | Q1 2026 | 4/9/2026 | 590 |
| 6965 | KING INVESTMENT ADVISORS INC/TX | $218M | Q1 2014 | 5/14/2014 | 109 |
| 6966 | MOR Wealth Management, LLC | $218M | Q1 2026 | 4/24/2026 | 103 |
| 6967 | Rockingstone Advisors LLC | $218M | Q1 2026 | 4/9/2026 | 113 |
| 6968 | Collaborative Wealth Managment Inc. | $218M | Q1 2026 | 5/5/2026 | 162 |
| 6969 | Fairtree Asset Management (Pty) Ltd | $218M | Q1 2026 | 5/13/2026 | 96 |
| 6970 | PACK Private Wealth, LLC | $218M | Q1 2026 | 5/15/2026 | 57 |
| 6971 | KOPP INVESTMENT ADVISORS LLC | $218M | Q2 2014 | 8/1/2014 | 71 |
| 6972 | RETIREMENT GUYS FORMULA LLC | $217M | Q1 2026 | 4/22/2026 | 154 |
| 6973 | Enstar Group LTD | $217M | Q1 2026 | 5/15/2026 | 9 |
| 6974 | GGM Financial LLC | $217M | Q1 2026 | 5/11/2026 | 236 |
| 6975 | FLOOD GAMBLE ASSOCIATES INC | $217M | Q2 2014 | 7/29/2014 | 56 |
| 6976 | M1 Capital Management LLC | $217M | Q1 2026 | 5/8/2026 | 111 |
| 6977 | Capital Square, LLC | $217M | Q1 2026 | 5/11/2026 | 226 |
| 6978 | Sprinkle Financial Consultants LLC | $217M | Q1 2026 | 4/16/2026 | 99 |
| 6979 | FORTALEZA ASSET MANAGEMENT INC/ | $217M | Q2 2014 | 7/23/2014 | 214 |
| 6980 | Gateway Advisory, LLC | $217M | Q2 2014 | 8/1/2014 | 41 |
| 6981 | MITCHELL SINKLER & STARR/PA | $217M | Q1 2026 | 4/13/2026 | 143 |
| 6982 | Alhambra Investment Management LLC | $217M | Q1 2026 | 4/15/2026 | 176 |
| 6983 | Iguana Healthcare Management, LLC | $216M | Q1 2014 | 5/16/2014 | 74 |
| 6984 | EnCap Energy Capital Fund X, L.P. | $216M | Q4 2025 | 2/17/2026 | 1 |
| 6985 | Old North State Wealth Management, LLC | $216M | Q1 2026 | 4/17/2026 | 112 |
| 6986 | POSTROCK PARTNERS LLC | $216M | Q1 2026 | 5/6/2026 | 82 |
| 6987 | Lyon Street Capital, LLC | $216M | Q1 2014 | 5/14/2014 | 41 |
| 6988 | Mader & Shannon Wealth Management, Inc. | $216M | Q1 2026 | 4/13/2026 | 20 |
| 6989 | State Insurance Fund | $216M | Q1 2026 | 4/16/2026 | 1 |
| 6990 | VIEWPOINT INVESTMENT PARTNERS CORP | $216M | Q1 2026 | 4/22/2026 | 97 |
| 6991 | BLUEDOOR PRIVATE WEALTH, LLC | $216M | Q1 2026 | 5/5/2026 | 147 |
| 6992 | Murphy, Middleton, Hinkle & Parker, Inc. | $216M | Q1 2026 | 4/15/2026 | 133 |
| 6993 | 1248 Management, LLC | $216M | Q1 2026 | 5/15/2026 | 146 |
| 6994 | Samson Capital Management, LLC | $216M | Q2 2014 | 8/1/2014 | 22 |
| 6995 | Long Island Wealth Management, Inc. | $216M | Q1 2026 | 4/21/2026 | 89 |
| 6996 | Hardin Capital Partners, LLC | $216M | Q1 2026 | 4/8/2026 | 140 |
| 6997 | MIDAS MANAGEMENT CORP | $215M | Q1 2014 | 5/12/2014 | 154 |
| 6998 | OPTIMA CAPITAL LLC | $215M | Q1 2026 | 5/4/2026 | 159 |
| 6999 | NEXTBio Capital Management LP | $215M | Q1 2026 | 5/14/2026 | 24 |
| 7000 | Econ Financial Services Corp | $215M | Q1 2026 | 4/21/2026 | 74 |