Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6801 | Miller Capital Partners, Inc. | $257M | Q2 2026 | 8/12/2026 | 258 |
| 6802 | Birchcreek Wealth Management, LLC | $257M | Q2 2026 | 8/6/2026 | 134 |
| 6803 | DAILY JOURNAL CORP | $257M | Q2 2026 | 7/16/2026 | 4 |
| 6804 | CNB Bank | $257M | Q2 2026 | 8/6/2026 | 518 |
| 6805 | NBZ Investment Advisors LLC | $256M | Q2 2026 | 8/13/2026 | 86 |
| 6806 | IVC Wealth Advisors LLC | $256M | Q2 2026 | 7/14/2026 | 177 |
| 6807 | DAVIDSON TRUST CO | $256M | Q2 2026 | 7/29/2026 | 190 |
| 6808 | Kiker Wealth Management, LLC | $256M | Q2 2026 | 7/30/2026 | 161 |
| 6809 | SECURITY NATIONAL TRUST CO | $256M | Q2 2014 | 7/14/2014 | 533 |
| 6810 | Giralda Advisors, LLC | $256M | Q1 2014 | 5/8/2014 | 10 |
| 6811 | My Personal CFO, LLC | $256M | Q2 2026 | 7/21/2026 | 91 |
| 6812 | Sage Capital Management, LLC | $256M | Q2 2026 | 7/20/2026 | 167 |
| 6813 | BYRNE FINANCIAL FREEDOM, LLC | $256M | Q2 2026 | 7/30/2026 | 119 |
| 6814 | Meritas Wealth Management, LLC | $256M | Q2 2026 | 7/21/2026 | 63 |
| 6815 | VESTIA PERSONAL WEALTH ADVISORS | $256M | Q2 2026 | 8/10/2026 | 112 |
| 6816 | Punch Card Management L.P. | $256M | Q2 2026 | 8/14/2026 | 5 |
| 6817 | Grunden Financial Advisory, Inc. | $256M | Q4 2025 | 1/27/2026 | 35 |
| 6818 | Corigliano Investment Advisers, LLC | $256M | Q1 2026 | 5/15/2026 | 37 |
| 6819 | Wealth Management Strategies, Inc. | $256M | Q2 2026 | 8/17/2026 | 45 |
| 6820 | Yoder Wealth Management, Inc. | $256M | Q2 2026 | 7/22/2026 | 129 |
| 6821 | Causey Wealth LLC | $256M | Q2 2026 | 8/11/2026 | 83 |
| 6822 | 1248 Management, LLC | $256M | Q2 2026 | 8/13/2026 | 149 |
| 6823 | Tull Financial Group, Inc. | $256M | Q2 2026 | 8/5/2026 | 35 |
| 6824 | Altrafin AG | $255M | Q2 2026 | 7/20/2026 | 44 |
| 6825 | Tribridge Partners Financial LLC | $255M | Q2 2026 | 8/4/2026 | 82 |
| 6826 | MAINSAIL ASSET MANAGEMENT, LLC | $255M | Q2 2026 | 8/12/2026 | 197 |
| 6827 | Carolina Wealth Advisors, LLC | $255M | Q2 2026 | 7/9/2026 | 278 |
| 6828 | Politan Capital Management LP | $255M | Q2 2026 | 8/14/2026 | 2 |
| 6829 | VISTA INVESTMENT PARTNERS II, LLC | $255M | Q2 2026 | 7/21/2026 | 160 |
| 6830 | SHELTON WEALTH MANAGEMENT, LLC | $255M | Q2 2026 | 7/13/2026 | 144 |
| 6831 | Sprinkle Financial Consultants LLC | $255M | Q2 2026 | 7/8/2026 | 104 |
| 6832 | Capital Directions Investment Advisors, LLC | $255M | Q1 2014 | 5/12/2014 | 60 |
| 6833 | Cowen Prime Services LLC | $255M | Q2 2014 | 8/8/2014 | 274 |
| 6834 | State Insurance Fund | $255M | Q2 2026 | 7/22/2026 | 1 |
| 6835 | Flatrock Wealth Partners LLC | $255M | Q2 2026 | 8/14/2026 | 173 |
| 6836 | HARVEST MANAGEMENT LLC | $254M | Q2 2026 | 8/14/2026 | 64 |
| 6837 | Millington Financial Advisors, LLC | $254M | Q2 2026 | 8/7/2026 | 128 |
| 6838 | Essex Woodlands Management, Inc. | $254M | Q2 2026 | 8/4/2026 | 5 |
| 6839 | Cherry Creek Investment Advisors, Inc. | $254M | Q2 2026 | 7/30/2026 | 128 |
| 6840 | GRATRY & Co LLC | $254M | Q2 2014 | 7/31/2014 | 64 |
| 6841 | Ransom Advisory, Ltd | $254M | Q4 2025 | 1/6/2026 | 433 |
| 6842 | KSA CAPITAL MANAGEMENT, LLC | $254M | Q1 2014 | 5/15/2014 | 43 |
| 6843 | Eastover Investment Advisors LLC | $254M | Q2 2026 | 7/13/2026 | 49 |
| 6844 | Aurelius Family Office LLC | $254M | Q2 2026 | 7/13/2026 | 49 |
| 6845 | GEM Asset Management, LLC | $254M | Q2 2026 | 7/21/2026 | 116 |
| 6846 | Fairfield Financial Advisors, LTD | $254M | Q2 2026 | 8/11/2026 | 66 |
| 6847 | Gainplan LLC | $254M | Q2 2026 | 7/7/2026 | 61 |
| 6848 | McKinney Capital Management, LLC | $254M | Q2 2026 | 8/5/2026 | 87 |
| 6849 | Oxinas Partners, LLC | $254M | Q2 2026 | 7/14/2026 | 149 |
| 6850 | TRV GP IV, LLC | $254M | Q2 2026 | 8/7/2026 | 2 |
| 6851 | Signature Resources Capital Management, LLC | $254M | Q2 2026 | 7/13/2026 | 703 |
| 6852 | Silver Oak Advisory Group, Inc. | $254M | Q2 2026 | 7/31/2026 | 86 |
| 6853 | First Bancorp, Inc /ME/ | $253M | Q2 2026 | 8/11/2026 | 531 |
| 6854 | WJ Wealth Management, LLC | $253M | Q2 2026 | 8/3/2026 | 80 |
| 6855 | OPTIMA CAPITAL LLC | $253M | Q2 2026 | 7/24/2026 | 165 |
| 6856 | Dogwood Wealth Management LLC | $253M | Q2 2026 | 7/6/2026 | 851 |
| 6857 | 93 Financial Group, LLC | $253M | Q2 2026 | 7/29/2026 | 9 |
| 6858 | DCM Advisors, LLC | $253M | Q2 2026 | 8/13/2026 | 38 |
| 6859 | EMC Capital Management | $253M | Q2 2026 | 7/29/2026 | 53 |
| 6860 | D.C. Capital Advisors, Ltd | $253M | Q1 2014 | 5/14/2014 | 18 |
| 6861 | Hiley Hunt Wealth Management | $253M | Q2 2026 | 7/7/2026 | 49 |
| 6862 | SimpliFi, Inc. | $253M | Q2 2026 | 7/24/2026 | 45 |
| 6863 | Granite Harbor Advisors, Inc. | $253M | Q2 2026 | 7/31/2026 | 132 |
| 6864 | Cane Capital Partners, LLC | $253M | Q2 2026 | 8/5/2026 | 133 |
| 6865 | J.H. Whitney Capital Partners, LLC | $253M | Q2 2014 | 8/7/2014 | 1 |
| 6866 | Brentview Investment Management LLC | $253M | Q2 2026 | 7/30/2026 | 63 |
| 6867 | Central Asset Investments & Management Holdings (HK) Ltd | $253M | Q2 2026 | 8/10/2026 | 20 |
| 6868 | Empire Financial Management Company, LLC | $253M | Q2 2026 | 8/14/2026 | 139 |
| 6869 | Emerging Global Advisors, LLC | $252M | Q1 2014 | 5/15/2014 | 18 |
| 6870 | Eos Management, L.P. | $252M | Q2 2026 | 7/30/2026 | 35 |
| 6871 | Darden Wealth Group Inc | $252M | Q2 2026 | 8/6/2026 | 155 |
| 6872 | DINSMORE CAPITAL MANAGEMENT CO/NJ | $252M | Q1 2014 | 5/14/2014 | 138 |
| 6873 | Ensemble Capital Management, LLC | $252M | Q1 2014 | 5/14/2014 | 47 |
| 6874 | HUTNER CAPITAL MANAGEMENT INC | $252M | Q2 2026 | 8/14/2026 | 43 |
| 6875 | Christensen, King & Associates Investment Services, Inc. | $252M | Q2 2026 | 7/14/2026 | 108 |
| 6876 | Kintayl Capital LP | $252M | Q2 2026 | 8/14/2026 | 61 |
| 6877 | Unifi Asset Management LP | $251M | Q2 2026 | 8/7/2026 | 62 |
| 6878 | Regency Capital Management Inc.\DE | $251M | Q2 2026 | 8/12/2026 | 64 |
| 6879 | Norris Financial Group, LLC | $251M | Q2 2026 | 8/5/2026 | 82 |
| 6880 | MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | $251M | Q2 2014 | 8/4/2014 | 79 |
| 6881 | HOKANSON ASSOCIATES, INC. | $251M | Q2 2014 | 7/23/2014 | 113 |
| 6882 | Tandem Wealth Advisors LLC | $251M | Q2 2026 | 8/13/2026 | 48 |
| 6883 | BOYUM WEALTH ARCHITECTS LLC | $251M | Q2 2026 | 7/15/2026 | 72 |
| 6884 | MOR Wealth Management, LLC | $251M | Q2 2026 | 8/6/2026 | 122 |
| 6885 | Client First Capital LLC | $251M | Q2 2026 | 7/10/2026 | 28 |
| 6886 | PINNACLE FINANCIAL PARTNERS INC | $251M | Q2 2014 | 7/29/2014 | 193 |
| 6887 | Aufman Associates Inc | $251M | Q2 2026 | 8/12/2026 | 67 |
| 6888 | Compass Wealth Management, LLC/GA | $251M | Q2 2026 | 7/21/2026 | 74 |
| 6889 | Saraza Management, LP | $251M | Q2 2026 | 8/14/2026 | 19 |
| 6890 | ABOUND FINANCIAL, LLC | $251M | Q2 2026 | 8/14/2026 | 297 |
| 6891 | Latitude Advisors, LLC | $251M | Q2 2026 | 7/27/2026 | 239 |
| 6892 | Ballast Asset Management, LP | $251M | Q2 2026 | 8/13/2026 | 53 |
| 6893 | Keyes, Stange & Wooten Wealth Management, LLC | $251M | Q2 2026 | 7/20/2026 | 74 |
| 6894 | KERN Cobalt Co-Invest Partners AP LP | $251M | Q2 2014 | 8/7/2014 | 1 |
| 6895 | Sherborne Investors Management LP | $251M | Q2 2026 | 7/31/2026 | 1 |
| 6896 | Pflug Koory, LLC | $250M | Q2 2026 | 7/21/2026 | 426 |
| 6897 | DUDLEY CAPITAL MANAGEMENT, LLC | $250M | Q2 2026 | 7/27/2026 | 151 |
| 6898 | MW ADVISORY, LLC | $250M | Q2 2026 | 8/7/2026 | 139 |
| 6899 | Quadratic Capital Management LLC | $250M | Q2 2026 | 7/10/2026 | 2 |
| 6900 | Jupiter Wealth Management LLC | $250M | Q2 2026 | 8/10/2026 | 93 |
| 6901 | BERNZOTT CAPITAL ADVISORS | $250M | Q2 2026 | 7/21/2026 | 35 |
| 6902 | Matisse Capital | $250M | Q2 2026 | 8/12/2026 | 158 |
| 6903 | Level Wealth Management LLC | $250M | Q2 2026 | 7/28/2026 | 70 |
| 6904 | BROGAN FINANCIAL, INC. | $250M | Q2 2026 | 8/13/2026 | 64 |
| 6905 | Tiger Legatus Capital Management, LLC | $250M | Q1 2014 | 5/15/2014 | 14 |
| 6906 | Fox Hill Wealth Management | $249M | Q2 2026 | 8/18/2026 | 120 |
| 6907 | Oslo Asset Management AS | $249M | Q2 2014 | 7/21/2014 | 8 |
| 6908 | Mirabaud & Cie SA | $249M | Q2 2026 | 7/8/2026 | 53 |
| 6909 | Rockingstone Advisors LLC | $249M | Q2 2026 | 7/13/2026 | 115 |
| 6910 | VPR Management LLC | $249M | Q2 2026 | 8/14/2026 | 66 |
| 6911 | Rising Stella Capital Pte. Ltd | $249M | Q2 2026 | 8/3/2026 | 3 |
| 6912 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $249M | Q2 2026 | 7/22/2026 | 151 |
| 6913 | SCHULHOFF & CO INC | $249M | Q2 2026 | 8/13/2026 | 135 |
| 6914 | Independent Family Office, LLC | $249M | Q2 2026 | 8/11/2026 | 85 |
| 6915 | UNION SAVINGS BANK | $249M | Q2 2026 | 7/23/2026 | 322 |
| 6916 | Cascade Wealth Advisors, Inc | $249M | Q2 2026 | 8/10/2026 | 61 |
| 6917 | Windle Wealth, LLC | $249M | Q2 2026 | 7/30/2026 | 35 |
| 6918 | BlackDiamond Wealth Management, LLC | $249M | Q2 2026 | 8/11/2026 | 226 |
| 6919 | Grandmaster Capital Management LLC | $249M | Q2 2014 | 8/6/2014 | 19 |
| 6920 | Fogel Capital Management, Inc. | $249M | Q2 2026 | 8/13/2026 | 57 |
| 6921 | STUART INVESTMENT ADVISORS, INC. | $249M | Q2 2026 | 8/6/2026 | 21 |
| 6922 | Alpha Family Trust | $249M | Q2 2026 | 8/10/2026 | 200 |
| 6923 | JIM SAULNIER & ASSOCIATES, LLC | $249M | Q2 2026 | 7/28/2026 | 152 |
| 6924 | Pennsylvania State University | $249M | Q2 2026 | 8/13/2026 | 3 |
| 6925 | Finley Financial, LLC | $248M | Q2 2026 | 7/8/2026 | 110 |
| 6926 | Pavion Blue Capital, LLC | $248M | Q2 2026 | 8/7/2026 | 111 |
| 6927 | Steelhead Wealth Management LLC | $248M | Q2 2026 | 8/13/2026 | 96 |
| 6928 | Pivot Point Capital Partners, LLC | $248M | Q2 2014 | 8/8/2014 | 9 |
| 6929 | Two Point Capital Management, Inc. | $248M | Q2 2026 | 7/23/2026 | 30 |
| 6930 | Ospraie Management, LLC | $248M | Q1 2014 | 5/15/2014 | 23 |
| 6931 | ARBOR TRUST WEALTH ADVISORS, LLC | $248M | Q2 2026 | 8/6/2026 | 96 |
| 6932 | Capital Z Partners Management, LLC | $248M | Q1 2014 | 5/14/2014 | 2 |
| 6933 | SEAMOUNT FINANCIAL GROUP INC | $248M | Q2 2026 | 7/24/2026 | 141 |
| 6934 | Man Investments (CH) AG | $248M | Q1 2014 | 5/15/2014 | 51 |
| 6935 | RHS Financial, LLC | $248M | Q2 2026 | 8/7/2026 | 165 |
| 6936 | Dilation Capital Management LP | $248M | Q2 2026 | 7/27/2026 | 20 |
| 6937 | Cunning Capital Partners, LP | $248M | Q2 2026 | 8/11/2026 | 55 |
| 6938 | True Blue (BVI) Ltd | $248M | Q2 2026 | 8/14/2026 | 3 |
| 6939 | LYNX CAPITAL GROUP LTD /ADV | $248M | Q2 2026 | 8/12/2026 | 91 |
| 6940 | GoalFusion Wealth Management, LLC | $248M | Q2 2026 | 7/10/2026 | 32 |
| 6941 | WILLIAM JOHN SEMPOLINSKI | $248M | Q2 2026 | 8/14/2026 | 106 |
| 6942 | Charles River XIII GP, LLC | $248M | Q2 2014 | 7/30/2014 | 1 |
| 6943 | Elite Financial, Inc. | $248M | Q2 2026 | 8/13/2026 | 55 |
| 6944 | North Berkeley Wealth Management, LLC | $247M | Q2 2026 | 7/28/2026 | 77 |
| 6945 | Councilor Wealth, LLC | $247M | Q2 2026 | 7/21/2026 | 88 |
| 6946 | Alistair Capital Management, L.L.C. | $247M | Q1 2014 | 5/15/2014 | 22 |
| 6947 | TORQUE ASSET MANAGEMENT LLC | $247M | Q2 2026 | 8/14/2026 | 11 |
| 6948 | PFS Partners, LLC | $247M | Q2 2026 | 7/20/2026 | 599 |
| 6949 | Fairfield University | $247M | Q2 2026 | 8/12/2026 | 4 |
| 6950 | Goldstein Munger & Associates | $247M | Q2 2014 | 8/7/2014 | 30 |
| 6951 | DIXON FNANCIAL SERVICES, INC. | $247M | Q2 2026 | 7/14/2026 | 48 |
| 6952 | GAVEA INVESTIMENTOS LTDA | $247M | Q1 2014 | 5/8/2014 | 2 |
| 6953 | BLUE SQUARE ASSET MANAGEMENT, LLC | $247M | Q2 2026 | 7/14/2026 | 74 |
| 6954 | Tribune Investment Group LP | $247M | Q2 2026 | 8/13/2026 | 34 |
| 6955 | Calypso Capital Management, LP | $247M | Q1 2014 | 5/13/2014 | 17 |
| 6956 | GARRISON POINT ADVISORS, LLC | $247M | Q2 2026 | 7/31/2026 | 176 |
| 6957 | TTP Investments, Inc. | $247M | Q2 2026 | 7/14/2026 | 30 |
| 6958 | American State Bank (Iowa) | $247M | Q2 2026 | 7/9/2026 | 139 |
| 6959 | Archon Capital Management LLC | $246M | Q2 2026 | 8/14/2026 | 43 |
| 6960 | Unison Asset Management LLC | $246M | Q2 2026 | 8/7/2026 | 32 |
| 6961 | Applied Capital LLC/FL | $246M | Q2 2026 | 7/15/2026 | 93 |
| 6962 | Midwest Capital Advisors, LLC | $246M | Q2 2026 | 7/28/2026 | 210 |
| 6963 | Murphy, Middleton, Hinkle & Parker, Inc. | $246M | Q2 2026 | 7/14/2026 | 140 |
| 6964 | NorthStar Asset Management LLC /NJ/ | $246M | Q2 2026 | 8/5/2026 | 106 |
| 6965 | STEINBERGANNA WEALTH MANAGEMENT | $246M | Q2 2026 | 8/4/2026 | 139 |
| 6966 | Taylor Securities Services, Inc. | $246M | Q2 2026 | 8/13/2026 | 63 |
| 6967 | POSTROCK PARTNERS LLC | $246M | Q2 2026 | 7/24/2026 | 78 |
| 6968 | Socha Financial Group, LLC | $246M | Q2 2026 | 8/5/2026 | 14 |
| 6969 | Warburton Capital Management, LLC | $246M | Q2 2026 | 7/31/2026 | 75 |
| 6970 | Semper Trust Co. | $246M | Q1 2014 | 5/13/2014 | 154 |
| 6971 | KIECKHEFER GROUP LLC | $246M | Q2 2026 | 7/21/2026 | 65 |
| 6972 | LCC Family Corp. | $246M | Q2 2026 | 8/13/2026 | 1 |
| 6973 | Fire Capital Management LLC | $246M | Q2 2026 | 8/3/2026 | 122 |
| 6974 | P2 Capital Partners, LLC | $246M | Q2 2026 | 8/14/2026 | 12 |
| 6975 | Beaton Management Co. Inc. | $245M | Q2 2026 | 8/7/2026 | 157 |
| 6976 | STAR Financial Bank | $245M | Q2 2026 | 8/7/2026 | 109 |
| 6977 | Gunma Bank,Ltd. | $245M | Q2 2014 | 8/7/2014 | 13 |
| 6978 | Avondale Wealth Management | $245M | Q2 2026 | 7/13/2026 | 66 |
| 6979 | WESTBOURNE INVESTMENTS, INC. | $245M | Q2 2026 | 8/11/2026 | 149 |
| 6980 | I.G.Y. Ltd | $245M | Q2 2026 | 7/29/2026 | 3 |
| 6981 | GP Brinson Investments LLC | $245M | Q2 2026 | 7/1/2026 | 14 |
| 6982 | ENTERPRISE FINANCIAL SERVICES CORP | $245M | Q2 2026 | 8/4/2026 | 184 |
| 6983 | WESTPORT ASSET MANAGEMENT INC | $245M | Q2 2026 | 8/10/2026 | 80 |
| 6984 | Sentinel Advisory Group, LLC | $245M | Q2 2026 | 7/23/2026 | 60 |
| 6985 | FIC CAPITAL INC | $245M | Q1 2014 | 5/14/2014 | 139 |
| 6986 | AMERIFLEX GROUP, INC. | $245M | Q2 2026 | 8/13/2026 | 1,574 |
| 6987 | FORTE ASSET MANAGEMENT LLC | $245M | Q2 2026 | 7/21/2026 | 77 |
| 6988 | C M BIDWELL & ASSOCIATES LTD | $245M | Q2 2026 | 8/11/2026 | 495 |
| 6989 | Spectrum Investment Advisors, Inc. | $245M | Q2 2026 | 7/30/2026 | 76 |
| 6990 | P SCHOENFELD ASSET MANAGEMENT LP | $244M | Q2 2026 | 8/13/2026 | 34 |
| 6991 | Ravenstone Capital Management Inc. | $244M | Q2 2026 | 8/4/2026 | 54 |
| 6992 | HRC WEALTH MANAGEMENT, LLC | $244M | Q2 2026 | 7/10/2026 | 65 |
| 6993 | Aspect Management, LLC | $244M | Q2 2026 | 8/13/2026 | 1 |
| 6994 | Innova Wealth Partners | $244M | Q2 2026 | 7/15/2026 | 180 |
| 6995 | POTENTIA WEALTH | $244M | Q2 2026 | 8/13/2026 | 60 |
| 6996 | DOVER ADVISORS, LLC | $244M | Q2 2026 | 8/7/2026 | 153 |
| 6997 | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | $244M | Q2 2026 | 8/14/2026 | 6 |
| 6998 | 8VC AI Fund I MM, LLC | $244M | Q2 2026 | 8/14/2026 | 1 |
| 6999 | Trademark Financial Management, LLC | $244M | Q2 2026 | 7/27/2026 | 107 |
| 7000 | Leicht Financial Planning & Wealth Management, Inc. | $244M | Q2 2026 | 7/22/2026 | 16 |