Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7001 | CDC Financial, Inc. | $214M | Q4 2025 | 2/13/2026 | 40 |
| 7002 | STEINBERGANNA WEALTH MANAGEMENT | $213M | Q4 2025 | 1/26/2026 | 127 |
| 7003 | Wealthcare Capital Partners, LLC | $213M | Q4 2025 | 1/14/2026 | 149 |
| 7004 | Purkiss Capital Advisors LLC | $213M | Q4 2025 | 2/4/2026 | 165 |
| 7005 | AGP FRANKLIN, LLC | $213M | Q4 2025 | 1/28/2026 | 88 |
| 7006 | TCS CAPITAL MANAGEMENT LLC | $213M | Q1 2014 | 5/15/2014 | 37 |
| 7007 | TPH Asset Management, LLC | $213M | Q1 2014 | 5/15/2014 | 85 |
| 7008 | MTC Wealth Management LLC | $213M | Q4 2025 | 1/15/2026 | 13 |
| 7009 | ADVANCE CAPITAL I INC | $213M | Q2 2014 | 8/5/2014 | 130 |
| 7010 | Old North State Wealth Management, LLC | $213M | Q4 2025 | 1/23/2026 | 118 |
| 7011 | HARVEST CAPITAL MANAGEMENT INC | $213M | Q2 2014 | 7/29/2014 | 78 |
| 7012 | KLINSKY STEVEN B | $213M | Q1 2014 | 5/15/2014 | 3 |
| 7013 | Brooklands Fund Management Ltd | $213M | Q4 2025 | 2/17/2026 | 88 |
| 7014 | Alden Global Capital LLC | $213M | Q4 2025 | 2/17/2026 | 20 |
| 7015 | Foresight Global Investors, Inc. | $212M | Q4 2025 | 3/19/2026 | 27 |
| 7016 | William Mack & Associates, Inc. | $212M | Q4 2025 | 2/9/2026 | 92 |
| 7017 | Guinness Atkinson Asset Management Inc | $212M | Q4 2025 | 2/10/2026 | 123 |
| 7018 | BREACH INLET CAPITAL MANAGEMENT, LLC | $212M | Q4 2025 | 2/17/2026 | 12 |
| 7019 | AV PARTNERS VIII LP | $212M | Q2 2014 | 8/7/2014 | 3 |
| 7020 | Kerrisdale Advisers, LLC | $212M | Q4 2025 | 2/17/2026 | 76 |
| 7021 | Rising Stella Capital Pte. Ltd | $212M | Q4 2025 | 3/2/2026 | 3 |
| 7022 | Riverstone Advisors, LLC | $212M | Q4 2025 | 2/2/2026 | 58 |
| 7023 | Galilei Investment Office LLP | $212M | Q4 2025 | 2/11/2026 | 26 |
| 7024 | RPS ADVISORY SOLUTIONS LLC | $212M | Q4 2025 | 2/6/2026 | 134 |
| 7025 | Westhampton Capital, LLC | $212M | Q4 2025 | 1/30/2026 | 122 |
| 7026 | SVA Wealth Management, LLC | $212M | Q1 2014 | 5/14/2014 | 157 |
| 7027 | C M BIDWELL & ASSOCIATES LTD | $212M | Q4 2025 | 2/13/2026 | 484 |
| 7028 | Attestor Capital Ltd | $212M | Q4 2025 | 2/20/2026 | 9 |
| 7029 | Paul R. Ried Financial Group, LLC | $212M | Q4 2025 | 2/6/2026 | 41 |
| 7030 | BRIGHT FINANCIAL ADVISORS, INC. | $212M | Q4 2025 | 1/23/2026 | 65 |
| 7031 | Platinum Management (NY) LLC | $212M | Q1 2014 | 5/16/2014 | 106 |
| 7032 | Ballast Asset Management, LP | $212M | Q4 2025 | 2/9/2026 | 52 |
| 7033 | Cloud Capital Management, LLC | $212M | Q4 2025 | 2/12/2026 | 103 |
| 7034 | Hardin Capital Partners, LLC | $212M | Q4 2025 | 1/9/2026 | 132 |
| 7035 | Lindenwold Advisors, INC | $212M | Q3 2025 | 12/16/2025 | 110 |
| 7036 | May Barnhard Investments LLC | $212M | Q4 2025 | 1/28/2026 | 84 |
| 7037 | UDINE WEALTH MANAGEMENT, INC. | $212M | Q4 2025 | 1/16/2026 | 35 |
| 7038 | VIRTUS ADVISERS, LLC | $212M | Q4 2025 | 2/13/2026 | 492 |
| 7039 | Constitution Capital LLC | $211M | Q4 2025 | 1/9/2026 | 64 |
| 7040 | Long Island Wealth Management, Inc. | $211M | Q4 2025 | 1/21/2026 | 87 |
| 7041 | AXA S.A. | $211M | Q4 2025 | 2/13/2026 | 73 |
| 7042 | Montaka Global Pty Ltd | $211M | Q4 2025 | 2/17/2026 | 19 |
| 7043 | Marmo Financial Group, LLC | $211M | Q4 2025 | 2/3/2026 | 38 |
| 7044 | Forefront Wealth Partners, LLC | $211M | Q4 2025 | 2/6/2026 | 139 |
| 7045 | American National Registered Investment Advisor, Inc. | $211M | Q2 2014 | 8/6/2014 | 227 |
| 7046 | Higgins & Schmidt Wealth Strategies LLC | $211M | Q4 2025 | 1/29/2026 | 59 |
| 7047 | PARA ADVISORS LLC | $211M | Q1 2014 | 5/15/2014 | 35 |
| 7048 | Savoir Faire Capital Management, L.P. | $211M | Q4 2025 | 2/2/2026 | 42 |
| 7049 | Keyes, Stange & Wooten Wealth Management, LLC | $211M | Q4 2025 | 2/10/2026 | 73 |
| 7050 | New Vernon Capital Holdings II LLC | $211M | Q4 2025 | 2/17/2026 | 88 |
| 7051 | Crown Oak Advisors, LLC | $211M | Q4 2025 | 1/20/2026 | 23 |
| 7052 | Sitrin Capital Management LLC | $211M | Q4 2025 | 1/27/2026 | 38 |
| 7053 | Trevian Wealth Management LLC | $211M | Q4 2025 | 2/5/2026 | 50 |
| 7054 | Bank of Jackson Hole Trust | $211M | Q4 2025 | 2/12/2026 | 521 |
| 7055 | Cairn Investment Group, Inc. | $211M | Q4 2025 | 2/2/2026 | 66 |
| 7056 | Unconventional Investor, LLC | $211M | Q4 2025 | 2/5/2026 | 47 |
| 7057 | A&I FINANCIAL SERVICES, LLC | $211M | Q4 2025 | 1/28/2026 | 79 |
| 7058 | BERNZOTT CAPITAL ADVISORS | $210M | Q4 2025 | 2/3/2026 | 39 |
| 7059 | Ategra Capital Management, LLC | $210M | Q4 2025 | 2/17/2026 | 28 |
| 7060 | KIECKHEFER GROUP LLC | $210M | Q4 2025 | 1/15/2026 | 54 |
| 7061 | VIEWPOINT INVESTMENT PARTNERS CORP | $210M | Q4 2025 | 1/29/2026 | 71 |
| 7062 | SANDER CAPITAL ADVISORS INC | $210M | Q4 2025 | 1/14/2026 | 12 |
| 7063 | Westview Management dba Westview Investment Advisors | $210M | Q4 2025 | 1/9/2026 | 75 |
| 7064 | Lehman Financial Resources, Inc. | $210M | Q2 2014 | 8/8/2014 | 409 |
| 7065 | Quantedge Capital Pte Ltd | $210M | Q4 2025 | 2/17/2026 | 71 |
| 7066 | Keeler Thomas Management LLC | $210M | Q4 2025 | 2/12/2026 | 98 |
| 7067 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $210M | Q4 2025 | 2/12/2026 | 507 |
| 7068 | Burk Holdings LLC | $210M | Q4 2025 | 2/12/2026 | 78 |
| 7069 | BOW STREET, LLC | $210M | Q1 2014 | 5/14/2014 | 26 |
| 7070 | First International Bank of Israel Ltd. | $209M | Q4 2025 | 2/12/2026 | 58 |
| 7071 | SWISS REINSURANCE CO LTD | $209M | Q1 2014 | 5/14/2014 | 10 |
| 7072 | Carroll Investors, Inc | $209M | Q4 2025 | 2/13/2026 | 31 |
| 7073 | Pilgrim Partners Asia Pte Ltd | $209M | Q4 2025 | 2/3/2026 | 114 |
| 7074 | Triavera Capital LLC | $209M | Q4 2025 | 2/17/2026 | 18 |
| 7075 | Exome Asset Management LLC | $209M | Q4 2025 | 2/13/2026 | 60 |
| 7076 | ELEMENT CAPITAL MANAGEMENT LLC | $209M | Q4 2025 | 2/17/2026 | 55 |
| 7077 | Fortune 45 LLC | $209M | Q4 2025 | 2/17/2026 | 32 |
| 7078 | SMA Capital LLC | $209M | Q4 2025 | 2/12/2026 | 43 |
| 7079 | CORNERSTONE ENTERPRISES, LLC | $209M | Q4 2025 | 1/28/2026 | 36 |
| 7080 | Legacy Wealth Managment, LLC/ID | $209M | Q4 2025 | 2/3/2026 | 925 |
| 7081 | Brouwer & Janachowski, LLC | $209M | Q2 2014 | 8/11/2014 | 45 |
| 7082 | Beech Hill Advisors, Inc. | $209M | Q4 2025 | 1/14/2026 | 95 |
| 7083 | Soviero Asset Management, LP | $209M | Q4 2025 | 2/17/2026 | 65 |
| 7084 | RFP Financial Group LLC | $209M | Q4 2025 | 2/13/2026 | 95 |
| 7085 | HRC WEALTH MANAGEMENT, LLC | $209M | Q4 2025 | 1/21/2026 | 56 |
| 7086 | Midwest Capital Advisors, LLC | $209M | Q4 2025 | 1/29/2026 | 192 |
| 7087 | Sound Stewardship, LLC | $209M | Q4 2025 | 1/30/2026 | 63 |
| 7088 | Acertus Capital Management, LLC | $209M | Q2 2014 | 8/6/2014 | 3 |
| 7089 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $209M | Q2 2014 | 7/18/2014 | 644 |
| 7090 | Private Wealth Group, LLC | $208M | Q4 2025 | 1/12/2026 | 67 |
| 7091 | AXS Investments LLC | $208M | Q4 2025 | 2/10/2026 | 195 |
| 7092 | Strategic Value Partners, LLC | $208M | Q4 2025 | 2/6/2026 | 1 |
| 7093 | Hatteras Alternative Mutual Funds, LLC | $208M | Q1 2014 | 5/9/2014 | 150 |
| 7094 | Union Square Park Capital Management, LLC | $208M | Q4 2025 | 2/17/2026 | 49 |
| 7095 | Intelligent Financial Strategies | $208M | Q4 2025 | 1/26/2026 | 72 |
| 7096 | Meritas Wealth Management, LLC | $208M | Q4 2025 | 1/14/2026 | 58 |
| 7097 | MARSHWINDS ADVISORY CO | $208M | Q2 2014 | 7/15/2014 | 151 |
| 7098 | Oxinas Partners, LLC | $208M | Q4 2025 | 1/26/2026 | 132 |
| 7099 | PACIFIC SUN FINANCIAL CORP | $208M | Q4 2025 | 2/5/2026 | 202 |
| 7100 | Lloyd Harbor Capital Management, LLC | $208M | Q4 2025 | 2/17/2026 | 19 |
| 7101 | Piermont Capital Management Inc. | $208M | Q1 2014 | 5/8/2014 | 141 |
| 7102 | CROBAN | $207M | Q4 2025 | 2/13/2026 | 82 |
| 7103 | CVentures, Inc. | $207M | Q4 2013 | 3/21/2014 | 1 |
| 7104 | BANTAMAC CAPITAL, LLC | $207M | Q4 2025 | 2/10/2026 | 79 |
| 7105 | BEACON FINANCIAL PLANNING, INC | $207M | Q4 2025 | 1/22/2026 | 51 |
| 7106 | Financial Architects, Inc | $207M | Q2 2014 | 8/6/2014 | 937 |
| 7107 | Cadence Wealth Management LLC | $207M | Q4 2025 | 2/6/2026 | 57 |
| 7108 | CWC Advisors, LLC. | $207M | Q4 2025 | 1/26/2026 | 150 |
| 7109 | Resolute Capital Asset Partners LLC | $207M | Q4 2025 | 2/17/2026 | 49 |
| 7110 | LCM Capital Management Inc | $207M | Q4 2025 | 1/29/2026 | 113 |
| 7111 | Crestview Partners GP, L.P. | $207M | Q4 2013 | 2/12/2014 | 1 |
| 7112 | UNIVERSITY OF CHICAGO | $207M | Q4 2025 | 2/6/2026 | 12 |
| 7113 | EADS & HEALD WEALTH MANAGEMENT | $207M | Q4 2025 | 1/29/2026 | 141 |
| 7114 | Finer Wealth Management, Inc. | $207M | Q4 2025 | 1/21/2026 | 83 |
| 7115 | Murphy, Middleton, Hinkle & Parker, Inc. | $207M | Q4 2025 | 1/9/2026 | 133 |
| 7116 | STERLING INVESTMENT ADVISORS LLC /ADV | $207M | Q4 2025 | 1/14/2026 | 39 |
| 7117 | Sterling Group Wealth Management, LLC | $207M | Q4 2025 | 1/27/2026 | 51 |
| 7118 | ADE, LLC | $207M | Q4 2025 | 2/10/2026 | 85 |
| 7119 | Worth Financial Advisory Group, LLC | $206M | Q4 2025 | 1/16/2026 | 180 |
| 7120 | Summit Place Financial Advisors, LLC | $206M | Q4 2025 | 2/2/2026 | 98 |
| 7121 | Praetorian PR LLC | $206M | Q4 2025 | 2/17/2026 | 16 |
| 7122 | Selway Asset Management | $206M | Q2 2014 | 7/25/2014 | 67 |
| 7123 | CANNELL CAPITAL LLC | $206M | Q4 2025 | 2/17/2026 | 51 |
| 7124 | KENNICOTT CAPITAL MANAGEMENT LLC | $206M | Q4 2025 | 2/13/2026 | 47 |
| 7125 | SUNFLOWER BANK, NA WEALTH MANAGEMENT | $206M | Q1 2014 | 5/14/2014 | 99 |
| 7126 | Taylor, Cottrill LLC | $206M | Q2 2014 | 7/22/2014 | 98 |
| 7127 | KANE INVESTMENT MANAGEMENT, INC. | $206M | Q4 2025 | 2/13/2026 | 94 |
| 7128 | Marnell Management LLC | $206M | Q4 2025 | 2/13/2026 | 62 |
| 7129 | Darden Wealth Group Inc | $206M | Q4 2025 | 2/9/2026 | 148 |
| 7130 | Nierenberg Investment Management Company, LLC | $206M | Q4 2025 | 2/13/2026 | 47 |
| 7131 | ALETHEA CAPITAL MANAGEMENT, LLC | $206M | Q4 2025 | 2/11/2026 | 13 |
| 7132 | Wynn Capital, LLC | $206M | Q4 2025 | 1/13/2026 | 109 |
| 7133 | GGM Financials LLC | $206M | Q4 2025 | 2/4/2026 | 225 |
| 7134 | McBroom & Associates, LLC | $206M | Q4 2025 | 1/20/2026 | 38 |
| 7135 | PURSUE WEALTH PARTNERS LLC | $206M | Q4 2025 | 1/26/2026 | 104 |
| 7136 | CNA FINANCIAL CORP | $206M | Q4 2025 | 2/17/2026 | 14 |
| 7137 | RELATIONAL INVESTORS LLC | $206M | Q1 2014 | 6/26/2014 | 1 |
| 7138 | Oxford Wealth Group, LLC | $206M | Q4 2025 | 2/10/2026 | 87 |
| 7139 | Excelsior Advisor Network LLC | $206M | Q4 2025 | 2/13/2026 | 168 |
| 7140 | Thayer Partners, LLC / MA | $206M | Q4 2025 | 2/5/2026 | 90 |
| 7141 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $206M | Q4 2025 | 2/13/2026 | 150 |
| 7142 | NEWLAND CAPITAL MANAGEMENT, LLC | $206M | Q1 2014 | 5/15/2014 | 55 |
| 7143 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | $206M | Q4 2025 | 2/17/2026 | 12 |
| 7144 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $205M | Q4 2025 | 1/26/2026 | 141 |
| 7145 | Pachira Investments Inc. | $205M | Q4 2025 | 2/2/2026 | 72 |
| 7146 | HORIZON BANCORP INC /IN/ | $205M | Q4 2025 | 2/11/2026 | 194 |
| 7147 | BlackDiamond Wealth Management, LLC | $205M | Q4 2025 | 2/10/2026 | 200 |
| 7148 | Mitsubishi UFJ Asset Management (UK) Ltd. | $205M | Q4 2025 | 2/6/2026 | 83 |
| 7149 | Arbiter Partners Capital Management LLC | $205M | Q4 2025 | 2/12/2026 | 49 |
| 7150 | Mast Capital Management, LLC | $205M | Q1 2014 | 5/14/2014 | 8 |
| 7151 | DOW CHEMICAL CO /DE/ | $205M | Q4 2025 | 2/13/2026 | 5 |
| 7152 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $205M | Q4 2025 | 2/5/2026 | 26 |
| 7153 | Olistico Wealth, LLC | $205M | Q4 2025 | 1/13/2026 | 341 |
| 7154 | Plotkin Financial Advisors, LLC | $205M | Q4 2025 | 2/19/2026 | 101 |
| 7155 | Socha Financial Group, LLC | $205M | Q4 2025 | 1/30/2026 | 15 |
| 7156 | ECP ControlCo, LLC | $205M | Q4 2025 | 2/17/2026 | 4 |
| 7157 | RHS Financial, LLC | $205M | Q4 2025 | 1/16/2026 | 144 |
| 7158 | Topel & Distasi Wealth Management, LLC | $205M | Q4 2025 | 2/9/2026 | 61 |
| 7159 | Gray Private Wealth, LLC | $205M | Q4 2025 | 2/4/2026 | 49 |
| 7160 | Avid Wealth Partners LLC | $205M | Q4 2025 | 2/13/2026 | 66 |
| 7161 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $205M | Q4 2025 | 2/10/2026 | 5 |
| 7162 | Windsor Financial Group, LLC | $205M | Q2 2014 | 7/8/2014 | 75 |
| 7163 | Oakum Bay Capital LLC | $205M | Q4 2025 | 2/13/2026 | 78 |
| 7164 | Dominick & Dominick LLC | $204M | Q1 2014 | 5/13/2014 | 189 |
| 7165 | Lauterbach Financial Advisors, LLC | $204M | Q4 2025 | 2/13/2026 | 80 |
| 7166 | Plan A Wealth LLC | $204M | Q4 2025 | 2/6/2026 | 173 |
| 7167 | CANERECTOR INC | $204M | Q4 2025 | 2/13/2026 | 9 |
| 7168 | Hyperion Capital Advisors LP | $204M | Q4 2025 | 2/13/2026 | 67 |
| 7169 | Latko Wealth Management, Ltd. | $204M | Q4 2025 | 2/10/2026 | 33 |
| 7170 | Grafton Street Partners Management Company, LLC | $204M | Q4 2025 | 2/17/2026 | 12 |
| 7171 | McDonough Capital Management, Inc | $204M | Q4 2025 | 2/12/2026 | 51 |
| 7172 | Mader & Shannon Wealth Management, Inc. | $204M | Q4 2025 | 1/29/2026 | 23 |
| 7173 | FIRST NEW YORK SECURITIES LLC /NY | $204M | Q1 2014 | 5/15/2014 | 396 |
| 7174 | Birchcreek Wealth Management, LLC | $204M | Q4 2025 | 1/16/2026 | 113 |
| 7175 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | $204M | Q4 2025 | 2/6/2026 | 3 |
| 7176 | Crestview Partners III GP, L.P. | $204M | Q4 2025 | 2/13/2026 | 2 |
| 7177 | MILLBANK DARTMOOR PORTSMOUTH LLC | $203M | Q4 2025 | 2/11/2026 | 1 |
| 7178 | William Marsh Rice University | $203M | Q4 2025 | 1/15/2026 | 2 |
| 7179 | BROOKS, MOORE & ASSOCIATES, INC. | $203M | Q4 2025 | 2/17/2026 | 105 |
| 7180 | Baugh & Associates, LLC | $203M | Q4 2025 | 1/14/2026 | 41 |
| 7181 | Brendel Financial Advisors LLC | $203M | Q4 2025 | 1/26/2026 | 100 |
| 7182 | Orion Resource Partners LP | $203M | Q4 2025 | 2/17/2026 | 21 |
| 7183 | Koesten, Hirschmann & Crabtree, INC. | $203M | Q4 2025 | 2/9/2026 | 42 |
| 7184 | Latigo Investments, LLC | $203M | Q4 2025 | 2/17/2026 | 14 |
| 7185 | Taconic Capital Advisors LP | $203M | Q4 2025 | 2/17/2026 | 19 |
| 7186 | ADVISOR PARTNERS LLC | $203M | Q2 2014 | 7/31/2014 | 282 |
| 7187 | CORNERCAP INVESTMENT COUNSEL INC | $203M | Q4 2025 | 2/13/2026 | 151 |
| 7188 | V2 Financial group LLC | $203M | Q4 2025 | 1/21/2026 | 98 |
| 7189 | SECURITY NATIONAL BANK OF SO DAK | $203M | Q4 2025 | 2/13/2026 | 111 |
| 7190 | Ararat Capital Management LP | $203M | Q4 2025 | 2/17/2026 | 18 |
| 7191 | Werlinich Asset Management, LLC | $203M | Q4 2025 | 1/6/2026 | 59 |
| 7192 | Regent Investment Management LLC | $203M | Q2 2014 | 7/23/2014 | 198 |
| 7193 | BRIGHTON SECURITIES CORP. | $203M | Q4 2025 | 3/6/2026 | 53 |
| 7194 | DESTRIER CAPITAL MANAGEMENT LLC | $203M | Q1 2014 | 5/14/2014 | 33 |
| 7195 | R. W. Roge & Company, Inc. | $202M | Q4 2025 | 1/23/2026 | 63 |
| 7196 | Lipe & Dalton | $202M | Q4 2025 | 1/26/2026 | 95 |
| 7197 | First Citizens Financial Corp | $202M | Q4 2025 | 1/6/2026 | 127 |
| 7198 | SkyTop Capital Management LLC | $202M | Q1 2014 | 5/15/2014 | 19 |
| 7199 | BRANDYWINE MANAGERS, LLC | $202M | Q4 2025 | 2/13/2026 | 38 |
| 7200 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $202M | Q4 2025 | 1/30/2026 | 143 |