Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7001 | Georgetown University | $244M | Q2 2026 | 8/14/2026 | 11 |
| 7002 | WCG Management, L.P. | $244M | Q2 2014 | 8/4/2014 | 25 |
| 7003 | Panning Capital Management, LP | $244M | Q1 2014 | 5/15/2014 | 11 |
| 7004 | Second Half Financial Partners, LLC | $244M | Q2 2026 | 7/16/2026 | 109 |
| 7005 | Sterling Group Wealth Management, LLC | $244M | Q2 2026 | 8/3/2026 | 62 |
| 7006 | Grey Rock Energy Management, LLC | $244M | Q2 2026 | 7/24/2026 | 1 |
| 7007 | Carlson Capital Management | $244M | Q2 2014 | 7/8/2014 | 49 |
| 7008 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $244M | Q2 2026 | 9/18/2026 | 321 |
| 7009 | Powers Capital, LLC | $244M | Q2 2026 | 7/30/2026 | 2 |
| 7010 | MRWM Advisors, LLC | $243M | Q2 2026 | 7/28/2026 | 80 |
| 7011 | Tejara Capital Ltd | $243M | Q2 2026 | 8/11/2026 | 66 |
| 7012 | JNE Partners LLP | $243M | Q2 2026 | 8/14/2026 | 6 |
| 7013 | MOTIVE WEALTH ADVISORS | $243M | Q2 2026 | 7/20/2026 | 96 |
| 7014 | UDINE WEALTH MANAGEMENT, INC. | $243M | Q2 2026 | 7/24/2026 | 40 |
| 7015 | GREENBERG FINANCIAL GROUP | $243M | Q4 2025 | 1/22/2026 | 113 |
| 7016 | NewGen Asset Management Ltd | $243M | Q2 2026 | 8/13/2026 | 34 |
| 7017 | Legacy Wealth Managment, LLC/ID | $243M | Q2 2026 | 8/13/2026 | 196 |
| 7018 | THREADGILL FINANCIAL, LLC | $243M | Q2 2026 | 7/8/2026 | 36 |
| 7019 | One William Street Capital Management, L.P. | $242M | Q2 2026 | 8/14/2026 | 15 |
| 7020 | PACIFIC SUN FINANCIAL CORP | $242M | Q2 2026 | 8/7/2026 | 219 |
| 7021 | Sound Stewardship, LLC | $242M | Q2 2026 | 7/13/2026 | 73 |
| 7022 | Eukles Asset Management | $242M | Q2 2026 | 8/5/2026 | 228 |
| 7023 | Higgins & Schmidt Wealth Strategies LLC | $242M | Q2 2026 | 7/16/2026 | 65 |
| 7024 | IRON Financial LLC | $242M | Q2 2026 | 7/22/2026 | 151 |
| 7025 | Long Island Wealth Management, Inc. | $242M | Q2 2026 | 8/7/2026 | 95 |
| 7026 | DoubleLine ETF Adviser LP | $242M | Q2 2026 | 8/14/2026 | 170 |
| 7027 | Wealthcare Capital Partners, LLC | $242M | Q2 2026 | 7/9/2026 | 179 |
| 7028 | TrueWealth Financial Partners | $242M | Q2 2026 | 8/13/2026 | 28 |
| 7029 | Royalty Pharma Sub-Manager, LLC | $242M | Q2 2026 | 8/21/2026 | 4 |
| 7030 | Financial Harvest, LLC | $242M | Q2 2026 | 8/10/2026 | 67 |
| 7031 | Sunesis Advisors, LLC | $242M | Q2 2026 | 7/10/2026 | 61 |
| 7032 | Unconventional Investor, LLC | $242M | Q2 2026 | 8/18/2026 | 49 |
| 7033 | Arcus Capital Partners, LLC | $242M | Q2 2026 | 8/14/2026 | 108 |
| 7034 | Eidelman Virant Capital | $242M | Q2 2014 | 7/9/2014 | 184 |
| 7035 | Thayer Partners, LLC / MA | $242M | Q2 2026 | 7/31/2026 | 100 |
| 7036 | PEAK FINANCIAL ADVISORS LLC | $242M | Q2 2026 | 7/17/2026 | 78 |
| 7037 | Curry Webb Wealth Management LLC | $241M | Q2 2026 | 8/13/2026 | 67 |
| 7038 | PACK Private Wealth, LLC | $241M | Q2 2026 | 8/12/2026 | 61 |
| 7039 | ALETHEA CAPITAL MANAGEMENT, LLC | $241M | Q2 2026 | 8/14/2026 | 41 |
| 7040 | NIA IMPACT ADVISORS, LLC | $241M | Q2 2026 | 8/3/2026 | 72 |
| 7041 | V2 Capital, LLC | $241M | Q1 2014 | 5/15/2014 | 36 |
| 7042 | Riverstone Advisors, LLC | $241M | Q2 2026 | 8/6/2026 | 85 |
| 7043 | Financial Avengers, Inc. | $241M | Q2 2026 | 8/18/2026 | 155 |
| 7044 | Westhampton Capital, LLC | $241M | Q2 2026 | 7/14/2026 | 131 |
| 7045 | ARWA LLC | $241M | Q2 2026 | 7/24/2026 | 139 |
| 7046 | Plotkin Financial Advisors, LLC | $241M | Q2 2026 | 8/14/2026 | 110 |
| 7047 | Midwest Financial Partners Investments, Inc. | $241M | Q2 2026 | 7/15/2026 | 80 |
| 7048 | MARSHALL INVESTMENT MANAGEMENT, LLC | $241M | Q2 2026 | 8/14/2026 | 497 |
| 7049 | Avos Capital Management, LLC | $241M | Q2 2026 | 8/14/2026 | 22 |
| 7050 | Walser Wealth Management Company, A Ltd Liability Co | $241M | Q2 2026 | 7/24/2026 | 215 |
| 7051 | WealthCare Asset Management, LLC | $241M | Q2 2026 | 7/30/2026 | 78 |
| 7052 | Ardent Capital Management, Inc. | $241M | Q2 2026 | 7/20/2026 | 47 |
| 7053 | Privium Fund Management (UK) Ltd | $240M | Q2 2026 | 8/6/2026 | 29 |
| 7054 | Red Tortoise LLC | $240M | Q1 2026 | 4/21/2026 | 591 |
| 7055 | Koesten, Hirschmann & Crabtree, INC. | $240M | Q2 2026 | 7/20/2026 | 52 |
| 7056 | MITCHELL SINKLER & STARR/PA | $240M | Q2 2026 | 7/21/2026 | 155 |
| 7057 | Worth Financial Advisory Group, LLC | $240M | Q2 2026 | 7/30/2026 | 202 |
| 7058 | GRAND WEALTH MANAGEMENT, LLC | $240M | Q2 2026 | 8/11/2026 | 49 |
| 7059 | Cobblestone Asset Management LLC | $240M | Q2 2026 | 7/21/2026 | 74 |
| 7060 | ELEFANTE MICHAEL B | $240M | Q2 2014 | 7/24/2014 | 152 |
| 7061 | GPM Growth Investors, Inc. | $239M | Q2 2026 | 8/7/2026 | 43 |
| 7062 | SOUTHERN CAPITAL ADVISORS, LLC | $239M | Q2 2026 | 7/14/2026 | 84 |
| 7063 | Brown Financial Advisory | $239M | Q2 2026 | 7/28/2026 | 49 |
| 7064 | Cerity Partners Retirement Plan Advisors LLC | $239M | Q2 2026 | 8/14/2026 | 34 |
| 7065 | VISIONARY HORIZONS, LLC | $239M | Q2 2026 | 7/16/2026 | 145 |
| 7066 | Realm Partners LLC | $239M | Q2 2014 | 8/11/2014 | 42 |
| 7067 | First Citizens Financial Corp | $239M | Q2 2026 | 7/7/2026 | 139 |
| 7068 | Aull & Monroe Investment Management Corp | $239M | Q2 2026 | 7/20/2026 | 126 |
| 7069 | R. W. Roge & Company, Inc. | $239M | Q2 2026 | 7/31/2026 | 69 |
| 7070 | CNA FINANCIAL CORP | $239M | Q2 2026 | 8/14/2026 | 18 |
| 7071 | Andalusian Capital Partners, LP | $239M | Q1 2014 | 5/14/2014 | 41 |
| 7072 | BRIGHT FINANCIAL ADVISORS, INC. | $239M | Q2 2026 | 8/11/2026 | 72 |
| 7073 | Kapstone Financial Advisors LLC | $239M | Q2 2026 | 8/7/2026 | 175 |
| 7074 | CDC Financial, Inc. | $239M | Q2 2026 | 8/14/2026 | 53 |
| 7075 | Carl P. Sherr & Co., LLC | $239M | Q2 2026 | 7/31/2026 | 134 |
| 7076 | Victrix Investment Advisors | $239M | Q2 2026 | 7/8/2026 | 75 |
| 7077 | Clarity Capital Advisors, LLC | $239M | Q2 2026 | 7/13/2026 | 95 |
| 7078 | Norway Savings Bank | $239M | Q2 2026 | 7/8/2026 | 104 |
| 7079 | Meristem Family Wealth, LLC | $238M | Q2 2014 | 8/8/2014 | 109 |
| 7080 | CITY NATIONAL BANK OF FLORIDA /MSD | $238M | Q2 2026 | 7/15/2026 | 150 |
| 7081 | Collaborative Wealth Managment Inc. | $238M | Q2 2026 | 8/5/2026 | 170 |
| 7082 | Pinnacle Family Advisors, LLC | $238M | Q2 2026 | 8/14/2026 | 155 |
| 7083 | Ring Mountain Capital, LLC | $238M | Q2 2026 | 8/11/2026 | 107 |
| 7084 | SMA Capital LLC | $238M | Q2 2026 | 8/14/2026 | 121 |
| 7085 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $238M | Q2 2026 | 8/11/2026 | 118 |
| 7086 | Soviero Asset Management, LP | $238M | Q2 2026 | 8/14/2026 | 64 |
| 7087 | Green Ridge Wealth Planning LLC | $238M | Q2 2026 | 7/8/2026 | 94 |
| 7088 | Edge Financial Advisors LLC | $238M | Q4 2025 | 1/28/2026 | 135 |
| 7089 | Horizon Advisory Services, Inc. | $238M | Q2 2026 | 8/3/2026 | 50 |
| 7090 | Boit C F David | $238M | Q2 2026 | 7/30/2026 | 85 |
| 7091 | Cornerstone Select Advisors, LLC | $238M | Q2 2026 | 8/5/2026 | 149 |
| 7092 | BLUEDOOR PRIVATE WEALTH, LLC | $238M | Q2 2026 | 7/16/2026 | 164 |
| 7093 | TABLEAUX LLC | $238M | Q2 2026 | 8/7/2026 | 120 |
| 7094 | Bowman & Co S.C. | $237M | Q4 2025 | 1/23/2026 | 118 |
| 7095 | NBH Bank | $237M | Q2 2026 | 8/14/2026 | 552 |
| 7096 | Client First Investment Management LLC | $237M | Q2 2026 | 7/8/2026 | 28 |
| 7097 | Grant Private Wealth Management Inc | $237M | Q2 2026 | 7/7/2026 | 164 |
| 7098 | Crestview Partners III GP, L.P. | $237M | Q2 2026 | 8/13/2026 | 1 |
| 7099 | Sequent Asset Management, LLC | $237M | Q2 2026 | 7/21/2026 | 89 |
| 7100 | ARCADIA INVESTMENT ADVISORS LLC | $237M | Q2 2026 | 7/13/2026 | 80 |
| 7101 | RETIREMITTEN FINANCIAL LLC | $237M | Q2 2026 | 8/10/2026 | 47 |
| 7102 | Grisanti Capital Management LLC | $237M | Q2 2014 | 8/6/2014 | 60 |
| 7103 | BancFirst Trust & Investment Management | $237M | Q2 2026 | 7/23/2026 | 65 |
| 7104 | TRUE BLUE FINANCIAL, LLC | $237M | Q2 2026 | 7/17/2026 | 61 |
| 7105 | CONTINENTAL ADVISORS LLC | $237M | Q2 2026 | 7/27/2026 | 50 |
| 7106 | Grove Street Fiduciary, LLC | $237M | Q2 2026 | 7/23/2026 | 75 |
| 7107 | Trail Ridge Investment Advisors, LLC | $237M | Q2 2026 | 8/13/2026 | 93 |
| 7108 | Compass Financial Group, Inc. | $237M | Q2 2026 | 8/4/2026 | 51 |
| 7109 | ADE, LLC | $237M | Q2 2026 | 8/4/2026 | 93 |
| 7110 | Huntington Steele LLC | $237M | Q2 2014 | 8/6/2014 | 68 |
| 7111 | MILLER WEALTH ADVISORS, LLC | $237M | Q2 2026 | 7/29/2026 | 122 |
| 7112 | TAM Capital Management Inc. | $237M | Q2 2026 | 8/14/2026 | 9 |
| 7113 | IRONWOOD WEALTH MANAGEMENT, INC. | $237M | Q2 2026 | 7/14/2026 | 21 |
| 7114 | 10Elms LLP | $236M | Q2 2026 | 8/14/2026 | 530 |
| 7115 | CG Asset Management LLC | $236M | Q2 2014 | 8/7/2014 | 132 |
| 7116 | Deane Retirement Strategies, Inc. | $236M | Q2 2026 | 7/8/2026 | 52 |
| 7117 | CHELSEA COUNSEL CO | $236M | Q2 2026 | 8/11/2026 | 232 |
| 7118 | Johnson Wealth Management, LLC | $236M | Q2 2026 | 8/6/2026 | 58 |
| 7119 | TIDE POINT CAPITAL MANAGEMENT, LP | $236M | Q1 2014 | 5/14/2014 | 36 |
| 7120 | CEERA INVESTMENTS, LLC | $236M | Q2 2026 | 8/5/2026 | 101 |
| 7121 | ASO GROUP Ltd | $236M | Q2 2026 | 8/3/2026 | 56 |
| 7122 | Signpost Capital Advisors, LP | $236M | Q1 2014 | 5/14/2014 | 15 |
| 7123 | OTTER CREEK MANAGEMENT INC | $236M | Q1 2014 | 5/15/2014 | 50 |
| 7124 | CMG Global Holdings, LLC | $236M | Q2 2026 | 7/28/2026 | 100 |
| 7125 | EPIQ PARTNERS, LLC | $236M | Q2 2026 | 7/7/2026 | 98 |
| 7126 | Frederick Financial Consultants, LLC | $236M | Q2 2026 | 8/14/2026 | 121 |
| 7127 | ASSET PLANNING SERVICES INC /LA/ /ADV | $236M | Q2 2026 | 7/28/2026 | 36 |
| 7128 | Latko Wealth Management, Ltd. | $236M | Q2 2026 | 7/24/2026 | 37 |
| 7129 | Team Financial Group, LLC | $236M | Q2 2026 | 7/10/2026 | 56 |
| 7130 | BostonPremier Wealth LLC | $235M | Q2 2026 | 7/24/2026 | 79 |
| 7131 | Allodium Investment Consultants, LLC | $235M | Q2 2026 | 7/14/2026 | 57 |
| 7132 | J. R. Prunier Capital Management LLC | $235M | Q1 2026 | 6/15/2026 | 67 |
| 7133 | DLK Investment Management, LLC | $235M | Q2 2026 | 7/14/2026 | 96 |
| 7134 | Plan A Wealth LLC | $235M | Q2 2026 | 7/14/2026 | 194 |
| 7135 | CASTINE CAPITAL MANAGEMENT, LLC | $235M | Q1 2014 | 5/15/2014 | 46 |
| 7136 | BAR HARBOR TRUST SERVICES | $235M | Q2 2014 | 7/17/2014 | 90 |
| 7137 | Prepared Retirement Institute LLC | $235M | Q2 2026 | 8/10/2026 | 94 |
| 7138 | MN Wealth Advisors, LLC | $235M | Q2 2026 | 7/23/2026 | 134 |
| 7139 | BONTEMPO OHLY CAPITAL MGMT LLC | $235M | Q2 2026 | 8/14/2026 | 33 |
| 7140 | AMANSA CAPITAL PTE. LTD. | $235M | Q2 2026 | 8/4/2026 | 2 |
| 7141 | Crestview Partners II GP, L.P. | $235M | Q2 2026 | 8/13/2026 | 3 |
| 7142 | PEREGRINE INVESTMENT MANAGEMENT INC | $235M | Q2 2026 | 7/23/2026 | 26 |
| 7143 | Core Wealth Partners LLC | $235M | Q2 2026 | 7/17/2026 | 191 |
| 7144 | Long Path Partners LP | $235M | Q2 2026 | 7/31/2026 | 10 |
| 7145 | Serenity Investment Advisors | $235M | Q2 2026 | 8/24/2026 | 76 |
| 7146 | Trevian Wealth Management LLC | $235M | Q2 2026 | 7/24/2026 | 45 |
| 7147 | KANE INVESTMENT MANAGEMENT, INC. | $235M | Q2 2026 | 8/14/2026 | 100 |
| 7148 | Northern Capital Management, Inc. | $235M | Q2 2026 | 7/23/2026 | 55 |
| 7149 | KOCH INDUSTRIES LLC | $234M | Q1 2014 | 5/14/2014 | 5 |
| 7150 | NI ACQUISITIONS COMPANY, LLC | $234M | Q2 2026 | 8/5/2026 | 112 |
| 7151 | Alexandria Capital, LLC | $234M | Q2 2014 | 8/1/2014 | 600 |
| 7152 | CURA WEALTH ADVISORS, LLC | $234M | Q2 2026 | 8/6/2026 | 140 |
| 7153 | Kessler Investment Group, LLC | $234M | Q2 2026 | 7/13/2026 | 81 |
| 7154 | Hoxton Financial, Inc. | $234M | Q2 2014 | 7/10/2014 | 319 |
| 7155 | Aletheian Wealth Advisors LLC | $234M | Q2 2026 | 7/8/2026 | 109 |
| 7156 | Ariose Capital Management Ltd | $234M | Q2 2026 | 7/27/2026 | 19 |
| 7157 | Resolute Capital Asset Partners LLC | $234M | Q2 2026 | 8/14/2026 | 48 |
| 7158 | Old North State Wealth Management, LLC | $234M | Q2 2026 | 7/17/2026 | 112 |
| 7159 | Fortune 45 LLC | $234M | Q2 2026 | 8/5/2026 | 36 |
| 7160 | Richardson Capital Management LLC | $234M | Q2 2026 | 7/17/2026 | 244 |
| 7161 | Carroll Investors, Inc | $234M | Q2 2026 | 8/3/2026 | 31 |
| 7162 | Pilgrim Partners Asia Pte Ltd | $234M | Q2 2026 | 7/29/2026 | 108 |
| 7163 | WEST BANCORPORATION INC | $234M | Q2 2026 | 7/23/2026 | 95 |
| 7164 | Blue Sky Capital Consultants Group, Inc. | $234M | Q2 2026 | 8/4/2026 | 74 |
| 7165 | TOUNJIAN ADVISORY PARTNERS, LLC | $234M | Q2 2026 | 8/7/2026 | 795 |
| 7166 | Olistico Wealth, LLC | $234M | Q2 2026 | 7/13/2026 | 334 |
| 7167 | Fortune Financial Advisors, LLC | $234M | Q2 2026 | 7/22/2026 | 163 |
| 7168 | Arta Finance Wealth Management LLC | $234M | Q2 2026 | 8/13/2026 | 105 |
| 7169 | Sterneck Capital Management, LLC | $233M | Q2 2026 | 7/30/2026 | 103 |
| 7170 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $233M | Q2 2026 | 8/3/2026 | 122 |
| 7171 | MTM FINANCIAL GROUP, LLC | $233M | Q2 2026 | 7/27/2026 | 95 |
| 7172 | LECAP ASSET MANAGEMENT LTD | $233M | Q2 2026 | 7/30/2026 | 254 |
| 7173 | Sustainable Insight Capital Management, LLC | $233M | Q2 2026 | 8/19/2026 | 78 |
| 7174 | Tactical Allocation Group LLC | $233M | Q1 2014 | 5/14/2014 | 21 |
| 7175 | QFR Capital Management, L.P. | $233M | Q1 2014 | 5/15/2014 | 4 |
| 7176 | Braeburn Wealth Management LLC | $233M | Q2 2026 | 7/21/2026 | 99 |
| 7177 | Ironclad Investments LLC | $233M | Q2 2026 | 8/14/2026 | 3 |
| 7178 | TRB Advisors LP | $233M | Q2 2026 | 8/13/2026 | 6 |
| 7179 | MIZUHO SECURITIES USA LLC | $233M | Q2 2014 | 7/2/2014 | 31 |
| 7180 | BRIGHTON SECURITIES CORP. | $233M | Q2 2026 | 7/7/2026 | 50 |
| 7181 | Davidson Kahn Capital Management, LLC | $233M | Q2 2026 | 7/14/2026 | 72 |
| 7182 | Filament LLC | $233M | Q2 2014 | 7/23/2014 | 40 |
| 7183 | MKA Charitable Fund | $233M | Q2 2026 | 8/12/2026 | 1 |
| 7184 | Turning Point Benefit Group, Inc. | $232M | Q2 2026 | 7/23/2026 | 109 |
| 7185 | Lauterbach Financial Advisors, LLC | $232M | Q2 2026 | 7/27/2026 | 87 |
| 7186 | Panoramic Capital, LLC | $232M | Q2 2026 | 8/14/2026 | 43 |
| 7187 | COOPER/HAIMS ADVISORS, LLC | $232M | Q2 2026 | 8/14/2026 | 116 |
| 7188 | 2Xideas AG | $232M | Q2 2026 | 8/14/2026 | 48 |
| 7189 | TRV GP VI, LLC | $232M | Q2 2026 | 8/7/2026 | 4 |
| 7190 | Elefante Mark B | $232M | Q2 2026 | 8/12/2026 | 66 |
| 7191 | Elk Creek Partners, LLC | $232M | Q1 2014 | 5/13/2014 | 99 |
| 7192 | ShawSpring Partners LLC | $232M | Q2 2026 | 8/14/2026 | 11 |
| 7193 | LAVELLE CAPITAL LP | $232M | Q2 2026 | 7/22/2026 | 77 |
| 7194 | ARP Global Capital Ltd | $232M | Q2 2026 | 8/14/2026 | 25 |
| 7195 | J.H. Whitney Equity Partners VII, LLC | $232M | Q2 2026 | 8/3/2026 | 1 |
| 7196 | ELCO Management Co., LLC | $232M | Q2 2026 | 8/10/2026 | 174 |
| 7197 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $232M | Q2 2026 | 7/13/2026 | 92 |
| 7198 | Wishbone Management, LP | $232M | Q2 2026 | 8/13/2026 | 5 |
| 7199 | Steffes Financial, Ltd. | $232M | Q2 2026 | 8/14/2026 | 36 |
| 7200 | UNITED FIRE GROUP INC | $232M | Q2 2014 | 8/7/2014 | 108 |