Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 6801 | COBALT CAPITAL MANAGEMENT, INC. | $226M | Q4 2025 | 2/17/2026 | 28 |
| 6802 | GARRISON POINT ADVISORS, LLC | $226M | Q4 2025 | 2/13/2026 | 166 |
| 6803 | Millington Financial Advisors, LLC | $226M | Q4 2025 | 2/9/2026 | 119 |
| 6804 | NIGHTVIEW CAPITAL, LLC | $226M | Q4 2025 | 2/12/2026 | 14 |
| 6805 | DIXON FNANCIAL SERVICES, INC. | $226M | Q4 2025 | 1/15/2026 | 46 |
| 6806 | SALEM CAPITAL MANAGEMENT INC | $226M | Q2 2014 | 7/17/2014 | 72 |
| 6807 | Wealth Advisors Northwest LLC | $225M | Q4 2025 | 1/16/2026 | 56 |
| 6808 | Matterhorn Capital Management, LLC | $225M | Q2 2014 | 8/8/2014 | 56 |
| 6809 | MOKAN Wealth Management Inc. | $225M | Q4 2025 | 1/26/2026 | 103 |
| 6810 | CMG Global Holdings, LLC | $225M | Q4 2025 | 2/5/2026 | 96 |
| 6811 | Second Half Financial Partners, LLC | $225M | Q4 2025 | 1/26/2026 | 102 |
| 6812 | BLUE SQUARE ASSET MANAGEMENT, LLC | $225M | Q4 2025 | 1/20/2026 | 71 |
| 6813 | Sequent Asset Management, LLC | $225M | Q4 2025 | 2/10/2026 | 99 |
| 6814 | EMC Capital Management | $225M | Q4 2025 | 3/9/2026 | 304 |
| 6815 | Twin Lakes Capital Management, LLC | $225M | Q4 2025 | 2/4/2026 | 226 |
| 6816 | AQUILINE CAPITAL PARTNERS LLC | $225M | Q1 2014 | 5/15/2014 | 3 |
| 6817 | Family Capital Management, Inc. | $225M | Q4 2025 | 1/27/2026 | 100 |
| 6818 | Pacifica Partners Inc. | $225M | Q4 2025 | 1/9/2026 | 435 |
| 6819 | HABERER REGISTERED INVESTMENT ADVISOR INC | $225M | Q2 2014 | 7/18/2014 | 449 |
| 6820 | Catawba River Capital | $225M | Q4 2025 | 2/5/2026 | 22 |
| 6821 | Spider Management Company, LLC | $225M | Q4 2025 | 1/29/2026 | 3 |
| 6822 | Jupiter Wealth Management LLC | $225M | Q4 2025 | 2/13/2026 | 84 |
| 6823 | PATRON PARTNERS, LLC | $225M | Q4 2025 | 2/11/2026 | 178 |
| 6824 | VPR Management LLC | $224M | Q4 2025 | 2/13/2026 | 63 |
| 6825 | FF Advisors,LLC | $224M | Q4 2025 | 2/13/2026 | 106 |
| 6826 | JOYN Advisors, Inc. | $224M | Q2 2014 | 8/7/2014 | 31 |
| 6827 | GEM Asset Management, LLC | $224M | Q4 2025 | 1/9/2026 | 107 |
| 6828 | Matisse Capital | $224M | Q4 2025 | 1/29/2026 | 167 |
| 6829 | LILLEY & CO | $224M | Q2 2014 | 7/14/2014 | 105 |
| 6830 | Ampersand Capital Group, L.P. | $224M | Q4 2025 | 2/17/2026 | 7 |
| 6831 | SignalPoint Asset Management, LLC | $224M | Q2 2014 | 7/17/2014 | 167 |
| 6832 | ENDICOTT MANAGEMENT CO | $224M | Q1 2014 | 5/15/2014 | 12 |
| 6833 | Carl P. Sherr & Co., LLC | $224M | Q4 2025 | 2/9/2026 | 127 |
| 6834 | Adalta Capital Management LLC | $224M | Q4 2025 | 2/17/2026 | 88 |
| 6835 | Leicht Financial Planning & Wealth Management, Inc. | $224M | Q4 2025 | 2/4/2026 | 13 |
| 6836 | Family CFO Inc | $224M | Q4 2025 | 1/23/2026 | 87 |
| 6837 | Employees' Retirement Fund of the City of Fort Worth | $223M | Q4 2025 | 2/11/2026 | 20 |
| 6838 | Partnervest Advisory Services LLC | $223M | Q1 2014 | 5/12/2014 | 1,046 |
| 6839 | Unison Asset Management LLC | $223M | Q4 2025 | 2/9/2026 | 31 |
| 6840 | Windle Wealth, LLC | $223M | Q4 2025 | 1/23/2026 | 34 |
| 6841 | ASA Gold & Precious Metals Ltd | $223M | Q2 2014 | 7/25/2014 | 17 |
| 6842 | NerdWallet Wealth Partners, LLC | $223M | Q4 2025 | 1/13/2026 | 61 |
| 6843 | Tandem Wealth Advisors LLC | $223M | Q4 2025 | 2/12/2026 | 47 |
| 6844 | CLEARFIELD CAPITAL MANAGEMENT LP | $223M | Q4 2025 | 2/13/2026 | 19 |
| 6845 | Humankind Investments LLC | $223M | Q4 2025 | 2/17/2026 | 18 |
| 6846 | IRONWOOD WEALTH MANAGEMENT, INC. | $223M | Q4 2025 | 1/14/2026 | 23 |
| 6847 | Sarissa Capital Management LP | $223M | Q4 2025 | 2/17/2026 | 9 |
| 6848 | TEALWOOD ASSET MANAGEMENT INC | $223M | Q4 2025 | 1/7/2026 | 119 |
| 6849 | Timpani Capital Management LLC | $223M | Q2 2014 | 8/5/2014 | 80 |
| 6850 | Cobblestone Asset Management LLC | $223M | Q4 2025 | 1/15/2026 | 70 |
| 6851 | NORTHBRIDGE FINANCIAL GROUP, LLC | $223M | Q4 2025 | 2/6/2026 | 160 |
| 6852 | Hengistbury Investment Partners LLP | $223M | Q4 2025 | 2/13/2026 | 4 |
| 6853 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $223M | Q4 2025 | 1/28/2026 | 45 |
| 6854 | Persistent Asset Partners Ltd | $223M | Q4 2025 | 2/17/2026 | 361 |
| 6855 | PEAK FINANCIAL ADVISORS LLC | $223M | Q4 2025 | 1/12/2026 | 87 |
| 6856 | Darrow Company, Inc. | $223M | Q4 2025 | 1/27/2026 | 59 |
| 6857 | MCCARTER PRIVATE WEALTH SERVICES LLC | $222M | Q4 2025 | 2/10/2026 | 154 |
| 6858 | Bandera Partners LLC | $222M | Q4 2025 | 2/13/2026 | 13 |
| 6859 | NorthStar Asset Management LLC /NJ/ | $222M | Q4 2025 | 2/10/2026 | 108 |
| 6860 | Leslie Global Wealth, LLC | $222M | Q4 2025 | 2/2/2026 | 72 |
| 6861 | Core Wealth Partners LLC | $222M | Q4 2025 | 2/17/2026 | 178 |
| 6862 | Powers Capital, LLC | $222M | Q4 2025 | 2/5/2026 | 2 |
| 6863 | Sterneck Capital Management, LLC | $222M | Q4 2025 | 1/22/2026 | 109 |
| 6864 | Advantage Trust Co | $222M | Q4 2025 | 1/29/2026 | 122 |
| 6865 | ENTREWEALTH, LLC | $222M | Q4 2025 | 2/13/2026 | 96 |
| 6866 | Islander Capital Partners, L.P. | $222M | Q4 2025 | 2/13/2026 | 14 |
| 6867 | Gunderson Capital Management Inc. | $222M | Q4 2025 | 1/15/2026 | 40 |
| 6868 | Alta Fundamental Advisers LLC | $222M | Q4 2025 | 2/11/2026 | 23 |
| 6869 | STEADFAST ADVISORS LP | $222M | Q1 2014 | 5/15/2014 | 52 |
| 6870 | General Catalyst Group Management, LLC | $222M | Q4 2025 | 2/17/2026 | 7 |
| 6871 | True Light Capital Pte. Ltd. | $222M | Q4 2025 | 2/6/2026 | 8 |
| 6872 | Lenox Wealth Advisors, LLC | $222M | Q2 2014 | 7/10/2014 | 186 |
| 6873 | LRZ CAPITAL LLC | $222M | Q4 2025 | 2/18/2026 | 18 |
| 6874 | MITCHELL SINKLER & STARR/PA | $221M | Q4 2025 | 2/11/2026 | 139 |
| 6875 | Silver Oak Advisory Group, Inc. | $221M | Q4 2025 | 2/3/2026 | 75 |
| 6876 | Brentview Investment Management LLC | $221M | Q4 2025 | 2/10/2026 | 66 |
| 6877 | Gildi - lifeyrissjodur | $221M | Q4 2025 | 2/2/2026 | 2 |
| 6878 | KOPP FUNDS INC | $221M | Q4 2013 | 1/21/2014 | 64 |
| 6879 | CASTLEKEEP INVESTMENT ADVISORS LLC | $221M | Q4 2025 | 2/10/2026 | 90 |
| 6880 | Transcendent Capital Group LLC | $221M | Q4 2025 | 1/26/2026 | 117 |
| 6881 | Forager Capital Management, LLC | $221M | Q4 2025 | 2/17/2026 | 11 |
| 6882 | Irving Magee Investment Management | $221M | Q2 2014 | 8/8/2014 | 49 |
| 6883 | Sunesis Advisors, LLC | $221M | Q4 2025 | 2/2/2026 | 53 |
| 6884 | Robbins Farley | $221M | Q4 2025 | 1/23/2026 | 146 |
| 6885 | GRAND WEALTH MANAGEMENT, LLC | $221M | Q4 2025 | 1/26/2026 | 84 |
| 6886 | Team Financial Group, LLC | $220M | Q4 2025 | 1/13/2026 | 267 |
| 6887 | GP Brinson Investments LLC | $220M | Q1 2026 | 4/1/2026 | 14 |
| 6888 | CASTLE CREEK CAPITAL PARTNERS IV, LP | $220M | Q2 2014 | 7/9/2014 | 11 |
| 6889 | SEAMOUNT FINANCIAL GROUP INC | $220M | Q4 2025 | 1/26/2026 | 132 |
| 6890 | FORTE ASSET MANAGEMENT LLC | $220M | Q4 2025 | 1/16/2026 | 73 |
| 6891 | UNDERHILL INVESTMENT MANAGEMENT LLC | $220M | Q2 2014 | 7/24/2014 | 23 |
| 6892 | Heritage Family Offices, LLP | $220M | Q4 2025 | 1/12/2026 | 202 |
| 6893 | COOPER/HAIMS ADVISORS, LLC | $220M | Q4 2025 | 2/11/2026 | 100 |
| 6894 | Lakeridge Wealth Management LLC | $220M | Q4 2025 | 1/7/2026 | 156 |
| 6895 | Elite Financial, Inc. | $220M | Q4 2025 | 2/12/2026 | 54 |
| 6896 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $220M | Q4 2025 | 1/23/2026 | 115 |
| 6897 | ARGENTIERE CAPITAL AG | $220M | Q2 2014 | 7/14/2014 | 47 |
| 6898 | HORIZON FINANCIAL SERVICES, LLC | $220M | Q4 2025 | 1/12/2026 | 404 |
| 6899 | Yoder Wealth Management, Inc. | $220M | Q4 2025 | 1/22/2026 | 119 |
| 6900 | MAD RIVER INVESTORS | $220M | Q4 2025 | 2/6/2026 | 35 |
| 6901 | Rockingstone Advisors LLC | $219M | Q4 2025 | 1/28/2026 | 112 |
| 6902 | Alpha Family Trust | $219M | Q4 2025 | 2/12/2026 | 195 |
| 6903 | PACK Private Wealth, LLC | $219M | Q4 2025 | 2/17/2026 | 57 |
| 6904 | RETIREMENT GUYS FORMULA LLC | $219M | Q4 2025 | 1/23/2026 | 150 |
| 6905 | Taylor Securities Services, Inc. | $219M | Q4 2025 | 3/5/2026 | 54 |
| 6906 | Nipun Capital, L.P. | $219M | Q4 2025 | 2/12/2026 | 11 |
| 6907 | Genoa Capital Gestora de Recursos Ltda. | $219M | Q4 2025 | 1/27/2026 | 17 |
| 6908 | Whitnell & Co. | $219M | Q2 2014 | 8/7/2014 | 283 |
| 6909 | MOR Wealth Management, LLC | $219M | Q4 2025 | 1/15/2026 | 105 |
| 6910 | Wayzata Investment Partners LLC | $219M | Q1 2014 | 5/15/2014 | 1 |
| 6911 | PFS Partners, LLC | $219M | Q4 2025 | 1/16/2026 | 591 |
| 6912 | Mosley Wealth Management | $219M | Q4 2025 | 2/12/2026 | 154 |
| 6913 | Union Point Advisors, LLC | $218M | Q1 2014 | 5/14/2014 | 29 |
| 6914 | MU Investments Co., Ltd. | $218M | Q2 2014 | 7/23/2014 | 329 |
| 6915 | Step Capital Management Pte. Ltd. | $218M | Q4 2025 | 1/21/2026 | 26 |
| 6916 | Finley Financial, LLC | $218M | Q4 2025 | 1/21/2026 | 109 |
| 6917 | WOODWARD DIVERSIFIED CAPITAL, LLC | $218M | Q4 2025 | 1/14/2026 | 184 |
| 6918 | FIDGEON TIMOTHY F | $218M | Q2 2014 | 7/24/2014 | 124 |
| 6919 | FCM INVESTMENTS/TX | $218M | Q2 2014 | 7/17/2014 | 100 |
| 6920 | Optimist Retirement Group LLC | $218M | Q4 2025 | 2/9/2026 | 113 |
| 6921 | KING INVESTMENT ADVISORS INC/TX | $218M | Q1 2014 | 5/14/2014 | 109 |
| 6922 | Knoll Capital Management, LLC | $218M | Q4 2025 | 2/17/2026 | 34 |
| 6923 | BYRNE FINANCIAL FREEDOM, LLC | $218M | Q4 2025 | 2/4/2026 | 99 |
| 6924 | FEARNLEY ASSET MANAGEMENT AS | $218M | Q4 2025 | 3/3/2026 | 21 |
| 6925 | Ayrshire Capital Management LLC | $218M | Q4 2025 | 1/28/2026 | 49 |
| 6926 | Financial Planning Navigators CORP | $218M | Q4 2025 | 1/16/2026 | 47 |
| 6927 | Ridgepath Capital Management LLC | $218M | Q4 2025 | 2/4/2026 | 46 |
| 6928 | KOPP INVESTMENT ADVISORS LLC | $218M | Q2 2014 | 8/1/2014 | 71 |
| 6929 | Endowment Wealth Management, Inc. | $218M | Q4 2025 | 2/9/2026 | 151 |
| 6930 | IRON Financial LLC | $218M | Q4 2025 | 1/22/2026 | 132 |
| 6931 | Cohen Investment Advisors LLC | $217M | Q4 2025 | 1/15/2026 | 78 |
| 6932 | Dilation Capital Management LP | $217M | Q4 2025 | 2/9/2026 | 19 |
| 6933 | RWQ Financial Management Services, Inc. | $217M | Q4 2025 | 2/2/2026 | 20 |
| 6934 | MARIPAU WEALTH MANAGEMENT LLC | $217M | Q4 2025 | 2/17/2026 | 154 |
| 6935 | Ergawealth Advisors, Inc. | $217M | Q4 2025 | 1/21/2026 | 54 |
| 6936 | Fairtree Asset Management (Pty) Ltd | $217M | Q4 2025 | 2/6/2026 | 101 |
| 6937 | FLOOD GAMBLE ASSOCIATES INC | $217M | Q2 2014 | 7/29/2014 | 56 |
| 6938 | Trust Co of Kansas | $217M | Q4 2025 | 2/11/2026 | 55 |
| 6939 | Wealth Management Strategies, Inc. | $217M | Q4 2025 | 2/17/2026 | 39 |
| 6940 | Fogel Capital Management, Inc. | $217M | Q4 2025 | 2/2/2026 | 50 |
| 6941 | Hippocratic Financial Advisors, LLC | $217M | Q4 2025 | 1/20/2026 | 28 |
| 6942 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $217M | Q4 2025 | 1/15/2026 | 101 |
| 6943 | Cascade Wealth Advisors, Inc | $217M | Q4 2025 | 2/4/2026 | 57 |
| 6944 | Western Standard LLC | $217M | Q4 2025 | 2/3/2026 | 25 |
| 6945 | FORTALEZA ASSET MANAGEMENT INC/ | $217M | Q2 2014 | 7/23/2014 | 214 |
| 6946 | SOUTHERN CAPITAL ADVISORS, LLC | $217M | Q4 2025 | 1/28/2026 | 84 |
| 6947 | Gateway Advisory, LLC | $217M | Q2 2014 | 8/1/2014 | 41 |
| 6948 | BLUEDOOR PRIVATE WEALTH, LLC | $217M | Q4 2025 | 2/17/2026 | 146 |
| 6949 | Armstrong, Fleming & Moore, Inc | $216M | Q4 2025 | 1/16/2026 | 105 |
| 6950 | Sage Capital Management, LLC | $216M | Q4 2025 | 1/15/2026 | 161 |
| 6951 | Kerusso Capital Management LLC | $216M | Q4 2025 | 1/28/2026 | 53 |
| 6952 | Melia Wealth LLC | $216M | Q4 2025 | 2/9/2026 | 23 |
| 6953 | Capital Today Evergreen Fund, L.P. | $216M | Q4 2025 | 2/10/2026 | 3 |
| 6954 | Iguana Healthcare Management, LLC | $216M | Q1 2014 | 5/16/2014 | 74 |
| 6955 | venBio Partners LLC | $216M | Q4 2025 | 2/17/2026 | 6 |
| 6956 | EnCap Energy Capital Fund X, L.P. | $216M | Q4 2025 | 2/17/2026 | 1 |
| 6957 | Norway Savings Bank | $216M | Q4 2025 | 1/8/2026 | 105 |
| 6958 | GoalFusion Wealth Management, LLC | $216M | Q4 2025 | 1/6/2026 | 27 |
| 6959 | Cunning Capital Partners, LP | $216M | Q4 2025 | 2/11/2026 | 56 |
| 6960 | Lyon Street Capital, LLC | $216M | Q1 2014 | 5/14/2014 | 41 |
| 6961 | Chronos Wealth Management, LLC | $216M | Q4 2025 | 1/23/2026 | 39 |
| 6962 | Aberdeen Wealth Management LLC | $216M | Q4 2025 | 2/12/2026 | 176 |
| 6963 | Legal Advantage Investments, Inc. | $216M | Q4 2025 | 1/14/2026 | 83 |
| 6964 | Knott David M Jr | $216M | Q4 2025 | 2/12/2026 | 89 |
| 6965 | Mirabaud Asset Management Ltd | $216M | Q4 2025 | 2/4/2026 | 43 |
| 6966 | Battery Global Advisors, LLC | $216M | Q4 2025 | 2/13/2026 | 234 |
| 6967 | Financial Futures Ltd Liability Co. | $216M | Q4 2025 | 1/23/2026 | 69 |
| 6968 | Samson Capital Management, LLC | $216M | Q2 2014 | 8/1/2014 | 22 |
| 6969 | Notis-McConarty Edward | $216M | Q4 2025 | 2/17/2026 | 84 |
| 6970 | JACKSON HILL ADVISORS, LLC | $216M | Q4 2025 | 2/10/2026 | 12 |
| 6971 | Pacific Wealth Management | $215M | Q4 2025 | 2/12/2026 | 22 |
| 6972 | Citrine Capital LLC | $215M | Q4 2025 | 1/20/2026 | 46 |
| 6973 | MIDAS MANAGEMENT CORP | $215M | Q1 2014 | 5/12/2014 | 154 |
| 6974 | TRUST & FIDUCIARY MANAGEMENT SERVICES INC | $215M | Q2 2014 | 8/8/2014 | 40 |
| 6975 | QUARRY HILL ADVISORS, LLC | $215M | Q4 2025 | 1/26/2026 | 50 |
| 6976 | Fox Hill Wealth Management | $215M | Q4 2025 | 2/12/2026 | 114 |
| 6977 | Signet Investment Advisory Group, Inc. | $215M | Q4 2025 | 2/12/2026 | 70 |
| 6978 | Bull Street Advisors, LLC | $215M | Q4 2025 | 1/28/2026 | 92 |
| 6979 | WIMMER ASSOCIATES 1, LLC | $215M | Q4 2025 | 2/13/2026 | 107 |
| 6980 | Alhambra Investment Management LLC | $215M | Q4 2025 | 1/15/2026 | 175 |
| 6981 | ARCADIA INVESTMENT ADVISORS LLC | $215M | Q4 2025 | 1/15/2026 | 82 |
| 6982 | WESTBOURNE INVESTMENTS, INC. | $215M | Q4 2025 | 1/22/2026 | 138 |
| 6983 | Massachusetts Wealth Management | $215M | Q4 2025 | 1/26/2026 | 93 |
| 6984 | FOCUS Wealth Advisors, LLC | $215M | Q4 2025 | 1/9/2026 | 58 |
| 6985 | eCIO, Inc. | $215M | Q4 2025 | 1/20/2026 | 192 |
| 6986 | EAGLE WEALTH STRATEGIES LLC | $215M | Q4 2025 | 1/6/2026 | 114 |
| 6987 | GlobalBridge, Inc. | $215M | Q1 2014 | 4/8/2014 | 336 |
| 6988 | SSA SWISS ADVISORS AG | $215M | Q4 2025 | 2/26/2026 | 102 |
| 6989 | EPIQ PARTNERS, LLC | $214M | Q4 2025 | 1/7/2026 | 75 |
| 6990 | Sender Co & Partners, Inc. | $214M | Q4 2025 | 2/17/2026 | 102 |
| 6991 | PEOPLES FINANCIAL SERVICES CORP. | $214M | Q4 2025 | 1/26/2026 | 262 |
| 6992 | Pflug Koory, LLC | $214M | Q4 2025 | 1/20/2026 | 418 |
| 6993 | 5th Street Advisors, LLC | $214M | Q4 2025 | 1/30/2026 | 49 |
| 6994 | Allie Family Office LLC | $214M | Q4 2025 | 2/13/2026 | 101 |
| 6995 | R Squared Ltd | $214M | Q4 2025 | 1/30/2026 | 513 |
| 6996 | BOYUM WEALTH ARCHITECTS LLC | $214M | Q4 2025 | 1/26/2026 | 73 |
| 6997 | Ironclad Investments LLC | $214M | Q4 2025 | 2/18/2026 | 3 |
| 6998 | LANDMARK INVESTMENT PARTNERS, L.P. | $214M | Q4 2025 | 2/17/2026 | 44 |
| 6999 | PSquared Asset Management AG | $214M | Q4 2025 | 2/13/2026 | 12 |
| 7000 | Eagle Ridge Investment Management | $214M | Q2 2014 | 7/9/2014 | 58 |