Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7001 | Regency Capital Management Inc.\DE | $224M | Q1 2026 | 5/5/2026 | 60 |
| 7002 | Catawba River Capital | $223M | Q2 2026 | 7/22/2026 | 24 |
| 7003 | Spectrum Planning & Advisory Services Inc. | $223M | Q2 2026 | 7/14/2026 | 120 |
| 7004 | CURA WEALTH ADVISORS, LLC | $223M | Q1 2026 | 5/8/2026 | 126 |
| 7005 | Noble Wealth Management PBC | $223M | Q2 2026 | 7/1/2026 | 778 |
| 7006 | Catherine Avery Investment Management LLC | $223M | Q1 2026 | 5/15/2026 | 109 |
| 7007 | Partnervest Advisory Services LLC | $223M | Q1 2014 | 5/12/2014 | 1,046 |
| 7008 | ASA Gold & Precious Metals Ltd | $223M | Q2 2014 | 7/25/2014 | 17 |
| 7009 | ENTREWEALTH, LLC | $223M | Q1 2026 | 5/14/2026 | 104 |
| 7010 | Elite Financial, Inc. | $223M | Q1 2026 | 5/12/2026 | 54 |
| 7011 | Attessa Capital LLC | $223M | Q2 2026 | 7/7/2026 | 51 |
| 7012 | Timpani Capital Management LLC | $223M | Q2 2014 | 8/5/2014 | 80 |
| 7013 | Cromwell Holdings LLC | $223M | Q2 2026 | 7/13/2026 | 1,108 |
| 7014 | MAINSAIL ASSET MANAGEMENT, LLC | $223M | Q1 2026 | 5/13/2026 | 112 |
| 7015 | Ariadne Wealth Management, LP | $223M | Q1 2026 | 5/15/2026 | 248 |
| 7016 | Sterneck Capital Management, LLC | $223M | Q1 2026 | 4/16/2026 | 116 |
| 7017 | STERLING INVESTMENT ADVISORS LLC /ADV | $223M | Q2 2026 | 7/9/2026 | 38 |
| 7018 | Symphony Financial Services, Inc. | $223M | Q2 2026 | 7/22/2026 | 105 |
| 7019 | Walser Wealth Management Company, A Ltd Liability Co | $223M | Q1 2026 | 4/28/2026 | 187 |
| 7020 | Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | $222M | Q1 2026 | 5/15/2026 | 14 |
| 7021 | Flatrock Wealth Partners LLC | $222M | Q1 2026 | 4/29/2026 | 166 |
| 7022 | Game Plan Financial Advisors, LLC | $222M | Q1 2026 | 4/23/2026 | 348 |
| 7023 | BankPlus Wealth Management LLC | $222M | Q2 2026 | 7/17/2026 | 126 |
| 7024 | Mendel Capital Management LLC | $222M | Q2 2026 | 7/21/2026 | 99 |
| 7025 | Darrow Company, Inc. | $222M | Q1 2026 | 4/20/2026 | 56 |
| 7026 | Ewing Morris & Co. Investment Partners Ltd. | $222M | Q1 2026 | 5/11/2026 | 86 |
| 7027 | Bravera Wealth | $222M | Q1 2026 | 4/22/2026 | 410 |
| 7028 | AVISO WEALTH MANAGEMENT | $222M | Q1 2026 | 5/8/2026 | 140 |
| 7029 | SEAMOUNT FINANCIAL GROUP INC | $222M | Q1 2026 | 4/24/2026 | 135 |
| 7030 | Sylvest Advisors, LLC | $222M | Q2 2026 | 7/22/2026 | 78 |
| 7031 | Compass Financial Group, Inc. | $222M | Q1 2026 | 5/5/2026 | 47 |
| 7032 | STEADFAST ADVISORS LP | $222M | Q1 2014 | 5/15/2014 | 52 |
| 7033 | DELPHI FINANCIAL GROUP, INC. | $222M | Q1 2026 | 5/13/2026 | 32 |
| 7034 | BONTEMPO OHLY CAPITAL MGMT LLC | $222M | Q1 2026 | 5/15/2026 | 34 |
| 7035 | FORMULA GROWTH LTD | $222M | Q1 2026 | 5/14/2026 | 137 |
| 7036 | Lenox Wealth Advisors, LLC | $222M | Q2 2014 | 7/10/2014 | 186 |
| 7037 | FIRST COMMUNITY TRUST NA | $221M | Q2 2026 | 7/10/2026 | 333 |
| 7038 | Capital Wealth Alliance, LLC | $221M | Q1 2026 | 5/13/2026 | 93 |
| 7039 | Pillsbury Lake Capital LLC | $221M | Q1 2026 | 5/14/2026 | 32 |
| 7040 | KOPP FUNDS INC | $221M | Q4 2013 | 1/21/2014 | 64 |
| 7041 | Bandera Partners LLC | $221M | Q1 2026 | 5/13/2026 | 17 |
| 7042 | Socorro Asset Management LP | $221M | Q1 2026 | 5/15/2026 | 32 |
| 7043 | Ausbil Investment Management Ltd | $221M | Q2 2026 | 7/9/2026 | 65 |
| 7044 | Wealth Management Strategies, Inc. | $221M | Q1 2026 | 5/11/2026 | 40 |
| 7045 | Ryan Investment Management, Inc. | $221M | Q2 2026 | 7/7/2026 | 30 |
| 7046 | Georgetown University | $221M | Q1 2026 | 5/11/2026 | 11 |
| 7047 | Mosley Wealth Management | $221M | Q1 2026 | 4/27/2026 | 466 |
| 7048 | Irving Magee Investment Management | $221M | Q2 2014 | 8/8/2014 | 49 |
| 7049 | William Marsh Rice University | $221M | Q1 2026 | 5/11/2026 | 2 |
| 7050 | CASTLE CREEK CAPITAL PARTNERS IV, LP | $220M | Q2 2014 | 7/9/2014 | 11 |
| 7051 | Long Path Partners LP | $220M | Q1 2026 | 5/14/2026 | 9 |
| 7052 | UNDERHILL INVESTMENT MANAGEMENT LLC | $220M | Q2 2014 | 7/24/2014 | 23 |
| 7053 | Yardley Wealth Management LLC | $220M | Q2 2026 | 7/16/2026 | 37 |
| 7054 | Lake Hills Wealth Management, LLC | $220M | Q2 2026 | 7/7/2026 | 62 |
| 7055 | STONEBRIDGE CAPITAL MANAGEMENT INC | $220M | Q1 2026 | 4/13/2026 | 80 |
| 7056 | Twin Lakes Capital Management, LLC | $220M | Q1 2026 | 5/18/2026 | 221 |
| 7057 | Radcliff Management LLC | $220M | Q1 2026 | 5/15/2026 | 1 |
| 7058 | DCM Advisors, LLC | $220M | Q1 2026 | 5/15/2026 | 38 |
| 7059 | ARGENTIERE CAPITAL AG | $220M | Q2 2014 | 7/14/2014 | 47 |
| 7060 | WOODWARD DIVERSIFIED CAPITAL, LLC | $220M | Q1 2026 | 4/23/2026 | 181 |
| 7061 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $220M | Q1 2026 | 5/6/2026 | 148 |
| 7062 | Aberdeen Wealth Management LLC | $219M | Q1 2026 | 5/15/2026 | 179 |
| 7063 | Transcendent Capital Group LLC | $219M | Q1 2026 | 4/27/2026 | 112 |
| 7064 | Financial Avengers, Inc. | $219M | Q1 2026 | 5/19/2026 | 151 |
| 7065 | IDG China Venture Capital Fund IV Associates L.P. | $219M | Q1 2026 | 5/1/2026 | 4 |
| 7066 | GARRISON POINT ADVISORS, LLC | $219M | Q1 2026 | 5/12/2026 | 168 |
| 7067 | Orion Resource Partners LP | $219M | Q1 2026 | 5/15/2026 | 20 |
| 7068 | Sunbeam Capital Management, LLC | $219M | Q2 2026 | 7/14/2026 | 124 |
| 7069 | Whitnell & Co. | $219M | Q2 2014 | 8/7/2014 | 283 |
| 7070 | Horrell Capital Management, Inc. | $219M | Q2 2026 | 7/16/2026 | 196 |
| 7071 | Unison Asset Management LLC | $219M | Q1 2026 | 4/28/2026 | 32 |
| 7072 | Fogel Capital Management, Inc. | $219M | Q1 2026 | 5/13/2026 | 52 |
| 7073 | WIN ADVISORS, INC | $219M | Q1 2026 | 5/1/2026 | 78 |
| 7074 | Wayzata Investment Partners LLC | $219M | Q1 2014 | 5/15/2014 | 1 |
| 7075 | Decatur Capital Management, Inc. | $219M | Q1 2026 | 5/13/2026 | 33 |
| 7076 | LifeGoal Investments, LLC | $218M | Q2 2026 | 7/8/2026 | 155 |
| 7077 | Union Point Advisors, LLC | $218M | Q1 2014 | 5/14/2014 | 29 |
| 7078 | MU Investments Co., Ltd. | $218M | Q2 2014 | 7/23/2014 | 329 |
| 7079 | FIDGEON TIMOTHY F | $218M | Q2 2014 | 7/24/2014 | 124 |
| 7080 | Signet Investment Advisory Group, Inc. | $218M | Q1 2026 | 5/13/2026 | 69 |
| 7081 | FCM INVESTMENTS/TX | $218M | Q2 2014 | 7/17/2014 | 100 |
| 7082 | Latitude Advisors, LLC | $218M | Q1 2026 | 4/27/2026 | 213 |
| 7083 | BRIGHT FINANCIAL ADVISORS, INC. | $218M | Q1 2026 | 5/14/2026 | 67 |
| 7084 | Saxony Capital Management, LLC | $218M | Q2 2026 | 7/15/2026 | 186 |
| 7085 | OxenFree Capital LLC | $218M | Q2 2026 | 7/8/2026 | 56 |
| 7086 | KING INVESTMENT ADVISORS INC/TX | $218M | Q1 2014 | 5/14/2014 | 109 |
| 7087 | MOR Wealth Management, LLC | $218M | Q1 2026 | 4/24/2026 | 103 |
| 7088 | Collaborative Wealth Managment Inc. | $218M | Q1 2026 | 5/5/2026 | 162 |
| 7089 | COOPER INVESTORS PTY LTD | $218M | Q2 2026 | 7/6/2026 | 39 |
| 7090 | DEFINE FINANCIAL, LLC | $218M | Q2 2026 | 7/13/2026 | 47 |
| 7091 | Fairtree Asset Management (Pty) Ltd | $218M | Q1 2026 | 5/13/2026 | 96 |
| 7092 | PACK Private Wealth, LLC | $218M | Q1 2026 | 5/15/2026 | 57 |
| 7093 | KOPP INVESTMENT ADVISORS LLC | $218M | Q2 2014 | 8/1/2014 | 71 |
| 7094 | WOLFF WIESE MAGANA LLC | $217M | Q2 2026 | 7/13/2026 | 1,027 |
| 7095 | RETIREMENT GUYS FORMULA LLC | $217M | Q1 2026 | 4/22/2026 | 154 |
| 7096 | Pearl Planning LLC | $217M | Q2 2026 | 7/21/2026 | 58 |
| 7097 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $217M | Q2 2026 | 7/20/2026 | 352 |
| 7098 | Enstar Group LTD | $217M | Q1 2026 | 5/15/2026 | 9 |
| 7099 | GGM Financial LLC | $217M | Q1 2026 | 5/11/2026 | 236 |
| 7100 | FLOOD GAMBLE ASSOCIATES INC | $217M | Q2 2014 | 7/29/2014 | 56 |
| 7101 | DELTA CAPITAL MANAGEMENT LLC | $217M | Q2 2026 | 7/16/2026 | 108 |
| 7102 | Envision Financial LLC | $217M | Q2 2026 | 7/10/2026 | 48 |
| 7103 | M1 Capital Management LLC | $217M | Q1 2026 | 5/8/2026 | 111 |
| 7104 | Capital Square, LLC | $217M | Q1 2026 | 5/11/2026 | 226 |
| 7105 | Guardian Asset Advisors, LLC | $217M | Q2 2026 | 7/21/2026 | 124 |
| 7106 | FORTALEZA ASSET MANAGEMENT INC/ | $217M | Q2 2014 | 7/23/2014 | 214 |
| 7107 | Gateway Advisory, LLC | $217M | Q2 2014 | 8/1/2014 | 41 |
| 7108 | Friedenthal Financial | $217M | Q2 2026 | 7/13/2026 | 254 |
| 7109 | OMNI 360 Wealth, Inc. | $216M | Q2 2026 | 7/13/2026 | 135 |
| 7110 | Iguana Healthcare Management, LLC | $216M | Q1 2014 | 5/16/2014 | 74 |
| 7111 | EnCap Energy Capital Fund X, L.P. | $216M | Q4 2025 | 2/17/2026 | 1 |
| 7112 | POSTROCK PARTNERS LLC | $216M | Q1 2026 | 5/6/2026 | 82 |
| 7113 | Lyon Street Capital, LLC | $216M | Q1 2014 | 5/14/2014 | 41 |
| 7114 | KENNICOTT CAPITAL MANAGEMENT LLC | $216M | Q2 2026 | 7/10/2026 | 46 |
| 7115 | 1248 Management, LLC | $216M | Q1 2026 | 5/15/2026 | 146 |
| 7116 | FOCUS Wealth Advisors, LLC | $216M | Q2 2026 | 7/7/2026 | 61 |
| 7117 | Samson Capital Management, LLC | $216M | Q2 2014 | 8/1/2014 | 22 |
| 7118 | Long Island Wealth Management, Inc. | $216M | Q1 2026 | 4/21/2026 | 89 |
| 7119 | SSA SWISS ADVISORS AG | $216M | Q1 2026 | 7/21/2026 | 94 |
| 7120 | MIDAS MANAGEMENT CORP | $215M | Q1 2014 | 5/12/2014 | 154 |
| 7121 | OPTIMA CAPITAL LLC | $215M | Q1 2026 | 5/4/2026 | 159 |
| 7122 | NEXTBio Capital Management LP | $215M | Q1 2026 | 5/14/2026 | 24 |
| 7123 | Econ Financial Services Corp | $215M | Q1 2026 | 4/21/2026 | 74 |
| 7124 | Hardin Capital Partners, LLC | $215M | Q2 2026 | 7/7/2026 | 141 |
| 7125 | Wealth Intelligence, LLC | $215M | Q2 2026 | 7/13/2026 | 59 |
| 7126 | TRUST & FIDUCIARY MANAGEMENT SERVICES INC | $215M | Q2 2014 | 8/8/2014 | 40 |
| 7127 | Franchise GP Ltd | $215M | Q2 2026 | 7/21/2026 | 39 |
| 7128 | VIRTUS ADVISERS, LLC | $215M | Q1 2026 | 5/14/2026 | 495 |
| 7129 | Lipe & Dalton | $215M | Q2 2026 | 7/14/2026 | 94 |
| 7130 | Base Wealth Management LLC | $215M | Q2 2026 | 7/22/2026 | 66 |
| 7131 | Gouws Capital LLC | $215M | Q2 2026 | 7/13/2026 | 55 |
| 7132 | KRS Capital Management, LLC | $215M | Q2 2026 | 7/20/2026 | 124 |
| 7133 | Crown Oak Advisors, LLC | $215M | Q2 2026 | 7/17/2026 | 23 |
| 7134 | V2 Financial group LLC | $215M | Q1 2026 | 5/4/2026 | 108 |
| 7135 | GlobalBridge, Inc. | $215M | Q1 2014 | 4/8/2014 | 336 |
| 7136 | Impala Asset Management LLC | $215M | Q1 2026 | 5/13/2026 | 26 |
| 7137 | RIVERCHASE WEALTH MANAGEMENT, LLC | $215M | Q2 2026 | 7/17/2026 | 79 |
| 7138 | Nipun Capital, L.P. | $215M | Q2 2026 | 7/8/2026 | 8 |
| 7139 | LifeSteps Financial, Inc. | $215M | Q2 2026 | 7/17/2026 | 792 |
| 7140 | Pinnacle Wealth Management Group, Inc. | $214M | Q2 2026 | 7/15/2026 | 128 |
| 7141 | GatePass Capital, LLC | $214M | Q1 2026 | 5/6/2026 | 173 |
| 7142 | Share Andrew L. | $214M | Q1 2026 | 4/28/2026 | 16 |
| 7143 | Roubaix Capital, LLC | $214M | Q1 2026 | 5/6/2026 | 43 |
| 7144 | Bayshore Capital Advisors, LLC | $214M | Q2 2026 | 7/22/2026 | 42 |
| 7145 | Taylor Securities Services, Inc. | $214M | Q1 2026 | 5/14/2026 | 55 |
| 7146 | Holos Integrated Wealth LLC | $214M | Q2 2026 | 7/15/2026 | 378 |
| 7147 | C M BIDWELL & ASSOCIATES LTD | $214M | Q1 2026 | 5/14/2026 | 483 |
| 7148 | Successful Portfolios LLC | $214M | Q2 2026 | 7/14/2026 | 199 |
| 7149 | Broadway Wealth Solutions, Inc. | $214M | Q2 2026 | 7/13/2026 | 92 |
| 7150 | Mader & Shannon Wealth Management, Inc. | $214M | Q2 2026 | 7/7/2026 | 21 |
| 7151 | Viewpoint Capital Management LLC | $214M | Q1 2026 | 4/17/2026 | 135 |
| 7152 | Midwest Capital Advisors, LLC | $214M | Q1 2026 | 4/24/2026 | 199 |
| 7153 | IES Holdings, Inc. | $214M | Q1 2026 | 5/15/2026 | 13 |
| 7154 | Eagle Ridge Investment Management | $214M | Q2 2014 | 7/9/2014 | 58 |
| 7155 | CONWAY CAPITAL MANAGEMENT, INC. | $214M | Q1 2026 | 5/6/2026 | 45 |
| 7156 | Serenity Investment Advisors | $214M | Q1 2026 | 5/26/2026 | 74 |
| 7157 | Kingsman Wealth Management, Inc. | $214M | Q2 2026 | 7/22/2026 | 76 |
| 7158 | Rising Stella Capital Pte. Ltd | $214M | Q1 2026 | 4/27/2026 | 3 |
| 7159 | WJ Wealth Management, LLC | $214M | Q1 2026 | 4/28/2026 | 70 |
| 7160 | Ayrshire Capital Management LLC | $214M | Q2 2026 | 7/14/2026 | 50 |
| 7161 | Fire Capital Management LLC | $214M | Q1 2026 | 5/8/2026 | 108 |
| 7162 | Level Wealth Management LLC | $213M | Q1 2026 | 4/27/2026 | 67 |
| 7163 | Wealthstar Advisors, LLC | $213M | Q1 2026 | 4/27/2026 | 111 |
| 7164 | TCS CAPITAL MANAGEMENT LLC | $213M | Q1 2014 | 5/15/2014 | 37 |
| 7165 | TPH Asset Management, LLC | $213M | Q1 2014 | 5/15/2014 | 85 |
| 7166 | BIRCHBROOK, INC. | $213M | Q2 2026 | 7/8/2026 | 305 |
| 7167 | MTM FINANCIAL GROUP, LLC | $213M | Q1 2026 | 6/23/2026 | 89 |
| 7168 | One Wealth Map LLC | $213M | Q1 2026 | 5/4/2026 | 103 |
| 7169 | Pinnacle Family Advisors, LLC | $213M | Q1 2026 | 5/14/2026 | 135 |
| 7170 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $213M | Q2 2026 | 7/21/2026 | 91 |
| 7171 | Carl P. Sherr & Co., LLC | $213M | Q1 2026 | 5/7/2026 | 124 |
| 7172 | ADVANCE CAPITAL I INC | $213M | Q2 2014 | 8/5/2014 | 130 |
| 7173 | VESTIA PERSONAL WEALTH ADVISORS | $213M | Q1 2026 | 4/14/2026 | 99 |
| 7174 | HARVEST CAPITAL MANAGEMENT INC | $213M | Q2 2014 | 7/29/2014 | 78 |
| 7175 | KLINSKY STEVEN B | $213M | Q1 2014 | 5/15/2014 | 3 |
| 7176 | CROBAN | $213M | Q1 2026 | 5/12/2026 | 73 |
| 7177 | First County Bank /CT/ | $213M | Q2 2026 | 7/2/2026 | 169 |
| 7178 | COOPER/HAIMS ADVISORS, LLC | $212M | Q1 2026 | 5/12/2026 | 103 |
| 7179 | GRAND WEALTH MANAGEMENT, LLC | $212M | Q1 2026 | 5/8/2026 | 87 |
| 7180 | AFT, FORSYTH & COMPANY, INC. | $212M | Q1 2026 | 5/14/2026 | 123 |
| 7181 | Vestment Financial LLC | $212M | Q1 2026 | 5/1/2026 | 42 |
| 7182 | AV PARTNERS VIII LP | $212M | Q2 2014 | 8/7/2014 | 3 |
| 7183 | CVS HEALTH Corp | $212M | Q1 2026 | 5/7/2026 | 33 |
| 7184 | Banque de Luxembourg S.A. | $212M | Q2 2026 | 7/9/2026 | 78 |
| 7185 | STAR Financial Bank | $212M | Q1 2026 | 5/8/2026 | 104 |
| 7186 | David J Yvars Group | $212M | Q2 2026 | 7/7/2026 | 106 |
| 7187 | CLARK FINANCIAL SERVICES GROUP INC /BD | $212M | Q2 2026 | 7/15/2026 | 96 |
| 7188 | SVA Wealth Management, LLC | $212M | Q1 2014 | 5/14/2014 | 157 |
| 7189 | Platinum Management (NY) LLC | $212M | Q1 2014 | 5/16/2014 | 106 |
| 7190 | Lindenwold Advisors, INC | $212M | Q3 2025 | 12/16/2025 | 110 |
| 7191 | Curry Webb Wealth Management LLC | $212M | Q1 2026 | 6/10/2026 | 63 |
| 7192 | Avid Wealth Partners LLC | $212M | Q1 2026 | 4/30/2026 | 71 |
| 7193 | Powers Capital, LLC | $212M | Q1 2026 | 4/28/2026 | 2 |
| 7194 | Sterling Group Wealth Management, LLC | $211M | Q1 2026 | 5/4/2026 | 58 |
| 7195 | Merrion Investment Management Co, LLC | $211M | Q2 2026 | 7/13/2026 | 106 |
| 7196 | American National Registered Investment Advisor, Inc. | $211M | Q2 2014 | 8/6/2014 | 227 |
| 7197 | RCS Financial Planning, LLC | $211M | Q2 2026 | 7/22/2026 | 102 |
| 7198 | Kaufman Rossin Wealth, LLC | $211M | Q2 2026 | 7/16/2026 | 112 |
| 7199 | PARA ADVISORS LLC | $211M | Q1 2014 | 5/15/2014 | 35 |
| 7200 | RHS Financial, LLC | $211M | Q1 2026 | 4/28/2026 | 146 |