Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7001 | Aull & Monroe Investment Management Corp | $215M | Q1 2026 | 4/21/2026 | 125 |
| 7002 | TRUST & FIDUCIARY MANAGEMENT SERVICES INC | $215M | Q2 2014 | 8/8/2014 | 40 |
| 7003 | VIRTUS ADVISERS, LLC | $215M | Q1 2026 | 5/14/2026 | 495 |
| 7004 | Paul R. Ried Financial Group, LLC | $215M | Q1 2026 | 5/7/2026 | 41 |
| 7005 | Core Wealth Partners LLC | $215M | Q1 2026 | 5/8/2026 | 180 |
| 7006 | V2 Financial group LLC | $215M | Q1 2026 | 5/4/2026 | 108 |
| 7007 | GlobalBridge, Inc. | $215M | Q1 2014 | 4/8/2014 | 336 |
| 7008 | Impala Asset Management LLC | $215M | Q1 2026 | 5/13/2026 | 26 |
| 7009 | SSA SWISS ADVISORS AG | $215M | Q4 2025 | 2/26/2026 | 102 |
| 7010 | Clarity Capital Advisors, LLC | $215M | Q1 2026 | 4/9/2026 | 95 |
| 7011 | Private Wealth Group, LLC | $214M | Q1 2026 | 4/23/2026 | 71 |
| 7012 | GatePass Capital, LLC | $214M | Q1 2026 | 5/6/2026 | 173 |
| 7013 | Share Andrew L. | $214M | Q1 2026 | 4/28/2026 | 16 |
| 7014 | Roubaix Capital, LLC | $214M | Q1 2026 | 5/6/2026 | 43 |
| 7015 | Taylor Securities Services, Inc. | $214M | Q1 2026 | 5/14/2026 | 55 |
| 7016 | Westhampton Capital, LLC | $214M | Q1 2026 | 4/16/2026 | 129 |
| 7017 | C M BIDWELL & ASSOCIATES LTD | $214M | Q1 2026 | 5/14/2026 | 483 |
| 7018 | EPIQ PARTNERS, LLC | $214M | Q1 2026 | 4/9/2026 | 83 |
| 7019 | Pachira Investments Inc. | $214M | Q1 2026 | 4/27/2026 | 72 |
| 7020 | Viewpoint Capital Management LLC | $214M | Q1 2026 | 4/17/2026 | 135 |
| 7021 | Midwest Capital Advisors, LLC | $214M | Q1 2026 | 4/24/2026 | 199 |
| 7022 | IES Holdings, Inc. | $214M | Q1 2026 | 5/15/2026 | 13 |
| 7023 | PKO BP BANKOWY Universal Pension Society JSC | $214M | Q1 2026 | 4/13/2026 | 13 |
| 7024 | Eagle Ridge Investment Management | $214M | Q2 2014 | 7/9/2014 | 58 |
| 7025 | CONWAY CAPITAL MANAGEMENT, INC. | $214M | Q1 2026 | 5/6/2026 | 45 |
| 7026 | Rising Stella Capital Pte. Ltd | $214M | Q1 2026 | 4/27/2026 | 3 |
| 7027 | Finley Financial, LLC | $214M | Q1 2026 | 4/22/2026 | 107 |
| 7028 | SOUTHERN CAPITAL ADVISORS, LLC | $214M | Q1 2026 | 4/16/2026 | 85 |
| 7029 | WJ Wealth Management, LLC | $214M | Q1 2026 | 4/28/2026 | 70 |
| 7030 | Fire Capital Management LLC | $214M | Q1 2026 | 5/8/2026 | 108 |
| 7031 | Wealthcare Capital Partners, LLC | $213M | Q1 2026 | 4/15/2026 | 153 |
| 7032 | Level Wealth Management LLC | $213M | Q1 2026 | 4/27/2026 | 67 |
| 7033 | Wealthstar Advisors, LLC | $213M | Q1 2026 | 4/27/2026 | 111 |
| 7034 | TCS CAPITAL MANAGEMENT LLC | $213M | Q1 2014 | 5/15/2014 | 37 |
| 7035 | TPH Asset Management, LLC | $213M | Q1 2014 | 5/15/2014 | 85 |
| 7036 | MOTIVE WEALTH ADVISORS | $213M | Q1 2026 | 4/14/2026 | 92 |
| 7037 | HMV Wealth Advisors, LLC | $213M | Q1 2026 | 4/14/2026 | 81 |
| 7038 | Sage Capital Management, LLC | $213M | Q1 2026 | 4/15/2026 | 163 |
| 7039 | One Wealth Map LLC | $213M | Q1 2026 | 5/4/2026 | 103 |
| 7040 | Pinnacle Family Advisors, LLC | $213M | Q1 2026 | 5/14/2026 | 135 |
| 7041 | Carl P. Sherr & Co., LLC | $213M | Q1 2026 | 5/7/2026 | 124 |
| 7042 | ADVANCE CAPITAL I INC | $213M | Q2 2014 | 8/5/2014 | 130 |
| 7043 | VESTIA PERSONAL WEALTH ADVISORS | $213M | Q1 2026 | 4/14/2026 | 99 |
| 7044 | HARVEST CAPITAL MANAGEMENT INC | $213M | Q2 2014 | 7/29/2014 | 78 |
| 7045 | KLINSKY STEVEN B | $213M | Q1 2014 | 5/15/2014 | 3 |
| 7046 | CROBAN | $213M | Q1 2026 | 5/12/2026 | 73 |
| 7047 | COOPER/HAIMS ADVISORS, LLC | $212M | Q1 2026 | 5/12/2026 | 103 |
| 7048 | GRAND WEALTH MANAGEMENT, LLC | $212M | Q1 2026 | 5/8/2026 | 87 |
| 7049 | AFT, FORSYTH & COMPANY, INC. | $212M | Q1 2026 | 5/14/2026 | 123 |
| 7050 | Vestment Financial LLC | $212M | Q1 2026 | 5/1/2026 | 42 |
| 7051 | AV PARTNERS VIII LP | $212M | Q2 2014 | 8/7/2014 | 3 |
| 7052 | CVS HEALTH Corp | $212M | Q1 2026 | 5/7/2026 | 33 |
| 7053 | SALZHAUER MICHAEL | $212M | Q1 2026 | 5/5/2026 | 75 |
| 7054 | SPRENG CAPITAL MANAGEMENT, INC. | $212M | Q1 2026 | 5/13/2026 | 66 |
| 7055 | STAR Financial Bank | $212M | Q1 2026 | 5/8/2026 | 104 |
| 7056 | First Citizens Financial Corp | $212M | Q1 2026 | 4/7/2026 | 135 |
| 7057 | ARCADIA INVESTMENT ADVISORS LLC | $212M | Q1 2026 | 4/13/2026 | 81 |
| 7058 | SVA Wealth Management, LLC | $212M | Q1 2014 | 5/14/2014 | 157 |
| 7059 | Applied Capital LLC/FL | $212M | Q1 2026 | 5/7/2026 | 92 |
| 7060 | Platinum Management (NY) LLC | $212M | Q1 2014 | 5/16/2014 | 106 |
| 7061 | KIECKHEFER GROUP LLC | $212M | Q1 2026 | 4/21/2026 | 58 |
| 7062 | HRC WEALTH MANAGEMENT, LLC | $212M | Q1 2026 | 5/12/2026 | 59 |
| 7063 | Lindenwold Advisors, INC | $212M | Q3 2025 | 12/16/2025 | 110 |
| 7064 | Avid Wealth Partners LLC | $212M | Q1 2026 | 4/30/2026 | 71 |
| 7065 | Powers Capital, LLC | $212M | Q1 2026 | 4/28/2026 | 2 |
| 7066 | Sterling Group Wealth Management, LLC | $211M | Q1 2026 | 5/4/2026 | 58 |
| 7067 | Kessler Investment Group, LLC | $211M | Q1 2026 | 4/10/2026 | 79 |
| 7068 | Innova Wealth Partners | $211M | Q1 2026 | 4/24/2026 | 166 |
| 7069 | American National Registered Investment Advisor, Inc. | $211M | Q2 2014 | 8/6/2014 | 227 |
| 7070 | PEOPLES FINANCIAL SERVICES CORP. | $211M | Q1 2026 | 4/20/2026 | 275 |
| 7071 | A&I FINANCIAL SERVICES, LLC | $211M | Q1 2026 | 4/15/2026 | 75 |
| 7072 | PARA ADVISORS LLC | $211M | Q1 2014 | 5/15/2014 | 35 |
| 7073 | RHS Financial, LLC | $211M | Q1 2026 | 4/28/2026 | 146 |
| 7074 | CANERECTOR INC | $211M | Q1 2026 | 5/15/2026 | 9 |
| 7075 | Signature Resources Capital Management, LLC | $211M | Q1 2026 | 5/1/2026 | 664 |
| 7076 | Norway Savings Bank | $211M | Q1 2026 | 4/20/2026 | 103 |
| 7077 | Unconventional Investor, LLC | $211M | Q1 2026 | 5/18/2026 | 46 |
| 7078 | BLUE SQUARE ASSET MANAGEMENT, LLC | $211M | Q1 2026 | 4/15/2026 | 70 |
| 7079 | United Airlines Holdings, Inc. | $211M | Q1 2026 | 5/15/2026 | 3 |
| 7080 | MTC Wealth Management LLC | $211M | Q1 2026 | 5/4/2026 | 13 |
| 7081 | Cohen Investment Advisors LLC | $210M | Q1 2026 | 4/28/2026 | 79 |
| 7082 | WESTBOURNE INVESTMENTS, INC. | $210M | Q1 2026 | 5/15/2026 | 141 |
| 7083 | FSA WEALTH PARTNERS, INC. | $210M | Q1 2026 | 4/27/2026 | 58 |
| 7084 | Eurizon SLJ Capital Ltd | $210M | Q1 2026 | 5/6/2026 | 167 |
| 7085 | Chou Associates Management Inc. | $210M | Q1 2026 | 5/14/2026 | 31 |
| 7086 | CWC Advisors, LLC. | $210M | Q1 2026 | 4/16/2026 | 149 |
| 7087 | Thayer Partners, LLC / MA | $210M | Q1 2026 | 5/5/2026 | 94 |
| 7088 | CMG Global Holdings, LLC | $210M | Q1 2026 | 5/1/2026 | 96 |
| 7089 | P2 Capital Partners, LLC | $210M | Q1 2026 | 5/15/2026 | 10 |
| 7090 | Lehman Financial Resources, Inc. | $210M | Q2 2014 | 8/8/2014 | 409 |
| 7091 | R. W. Roge & Company, Inc. | $210M | Q1 2026 | 5/1/2026 | 66 |
| 7092 | GREAT HILL PARTNERS, L.P. | $210M | Q1 2026 | 5/15/2026 | 1 |
| 7093 | Blue Sky Capital Consultants Group, Inc. | $210M | Q1 2026 | 4/28/2026 | 76 |
| 7094 | BOW STREET, LLC | $210M | Q1 2014 | 5/14/2014 | 26 |
| 7095 | Painted Porch Advisors LLC | $210M | Q1 2026 | 5/14/2026 | 67 |
| 7096 | Citadel Investment Advisory, Inc. | $210M | Q1 2026 | 4/16/2026 | 78 |
| 7097 | Kiker Wealth Management, LLC | $209M | Q1 2026 | 5/6/2026 | 132 |
| 7098 | SWISS REINSURANCE CO LTD | $209M | Q1 2014 | 5/14/2014 | 10 |
| 7099 | Lynx Investment Advisory | $209M | Q1 2026 | 4/24/2026 | 181 |
| 7100 | GLYNN CAPITAL MANAGEMENT LLC | $209M | Q1 2026 | 5/7/2026 | 42 |
| 7101 | CAMPBELL CAPITAL MANAGEMENT INC | $209M | Q1 2026 | 5/1/2026 | 31 |
| 7102 | Adalta Capital Management LLC | $209M | Q1 2026 | 5/15/2026 | 97 |
| 7103 | Brouwer & Janachowski, LLC | $209M | Q2 2014 | 8/11/2014 | 45 |
| 7104 | BYRNE FINANCIAL FREEDOM, LLC | $209M | Q1 2026 | 4/27/2026 | 103 |
| 7105 | Allodium Investment Consultants, LLC | $209M | Q1 2026 | 4/9/2026 | 52 |
| 7106 | Plan A Wealth LLC | $209M | Q1 2026 | 5/15/2026 | 178 |
| 7107 | BERNZOTT CAPITAL ADVISORS | $209M | Q1 2026 | 4/30/2026 | 38 |
| 7108 | Acertus Capital Management, LLC | $209M | Q2 2014 | 8/6/2014 | 3 |
| 7109 | Beartown Capital Management, LLC | $209M | Q1 2026 | 5/14/2026 | 42 |
| 7110 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $209M | Q2 2014 | 7/18/2014 | 644 |
| 7111 | ADE, LLC | $209M | Q1 2026 | 5/14/2026 | 86 |
| 7112 | MARSHALL INVESTMENT MANAGEMENT, LLC | $208M | Q1 2026 | 5/8/2026 | 274 |
| 7113 | STERLING INVESTMENT ADVISORS LLC /ADV | $208M | Q1 2026 | 4/14/2026 | 40 |
| 7114 | ELCO Management Co., LLC | $208M | Q1 2026 | 4/23/2026 | 170 |
| 7115 | Summit Place Financial Advisors, LLC | $208M | Q1 2026 | 5/1/2026 | 106 |
| 7116 | Geneva Partners, LLC | $208M | Q1 2026 | 4/29/2026 | 63 |
| 7117 | STEINBERGANNA WEALTH MANAGEMENT | $208M | Q1 2026 | 4/15/2026 | 132 |
| 7118 | American State Bank (Iowa) | $208M | Q1 2026 | 4/14/2026 | 136 |
| 7119 | BlackDiamond Wealth Management, LLC | $208M | Q1 2026 | 5/12/2026 | 203 |
| 7120 | Estate Planners Group, LLC | $208M | Q1 2026 | 5/11/2026 | 73 |
| 7121 | Miller Capital Partners, Inc. | $208M | Q1 2026 | 5/14/2026 | 262 |
| 7122 | Hatteras Alternative Mutual Funds, LLC | $208M | Q1 2014 | 5/9/2014 | 150 |
| 7123 | Catawba River Capital | $208M | Q1 2026 | 5/11/2026 | 24 |
| 7124 | Ma Investment Partnership, LP | $208M | Q1 2026 | 5/15/2026 | 10 |
| 7125 | Wealth Intelligence, LLC | $208M | Q1 2026 | 4/15/2026 | 58 |
| 7126 | Fox Hill Wealth Management | $208M | Q1 2026 | 5/12/2026 | 117 |
| 7127 | MARSHWINDS ADVISORY CO | $208M | Q2 2014 | 7/15/2014 | 151 |
| 7128 | HORIZON BANCORP INC /IN/ | $208M | Q1 2026 | 4/22/2026 | 206 |
| 7129 | BDFS Capital LLC | $208M | Q1 2026 | 4/15/2026 | 137 |
| 7130 | Kensington Investment Counsel, LLC | $208M | Q1 2026 | 5/18/2026 | 83 |
| 7131 | Hyperion Capital Advisors LP | $208M | Q1 2026 | 5/14/2026 | 68 |
| 7132 | Birchcreek Wealth Management, LLC | $208M | Q1 2026 | 5/8/2026 | 120 |
| 7133 | Piermont Capital Management Inc. | $208M | Q1 2014 | 5/8/2014 | 141 |
| 7134 | BRIGHTON SECURITIES CORP. | $208M | Q1 2026 | 4/29/2026 | 47 |
| 7135 | SECURITY NATIONAL BANK OF SO DAK | $207M | Q1 2026 | 5/15/2026 | 119 |
| 7136 | Reliant Investment Management, LLC | $207M | Q1 2026 | 4/24/2026 | 53 |
| 7137 | StepStone Group LP | $207M | Q1 2026 | 5/15/2026 | 18 |
| 7138 | CVentures, Inc. | $207M | Q4 2013 | 3/21/2014 | 1 |
| 7139 | MATRIX PRIVATE CAPITAL GROUP LLC | $207M | Q1 2026 | 5/15/2026 | 141 |
| 7140 | CIBRA Capital Ltd | $207M | Q1 2026 | 4/24/2026 | 25 |
| 7141 | Financial Architects, Inc | $207M | Q2 2014 | 8/6/2014 | 937 |
| 7142 | Richardson Capital Management LLC | $207M | Q1 2026 | 5/12/2026 | 394 |
| 7143 | Johnson Wealth Management, LLC | $207M | Q1 2026 | 4/23/2026 | 49 |
| 7144 | PLUSTICK MANAGEMENT LLC | $207M | Q1 2026 | 5/15/2026 | 21 |
| 7145 | NorthStar Asset Management LLC /NJ/ | $207M | Q1 2026 | 5/8/2026 | 96 |
| 7146 | Crestview Partners GP, L.P. | $207M | Q4 2013 | 2/12/2014 | 1 |
| 7147 | RETIREMITTEN FINANCIAL LLC | $207M | Q1 2026 | 5/14/2026 | 184 |
| 7148 | Chronos Wealth Management, LLC | $207M | Q1 2026 | 4/20/2026 | 38 |
| 7149 | Infusive Asset Management Inc. | $207M | Q1 2026 | 5/14/2026 | 32 |
| 7150 | Melia Wealth LLC | $207M | Q1 2026 | 5/8/2026 | 22 |
| 7151 | Bank of Jackson Hole Trust | $207M | Q1 2026 | 5/12/2026 | 519 |
| 7152 | TABLEAUX LLC | $206M | Q1 2026 | 5/14/2026 | 113 |
| 7153 | PACIFIC SUN FINANCIAL CORP | $206M | Q1 2026 | 5/7/2026 | 201 |
| 7154 | HARVEST MANAGEMENT LLC | $206M | Q1 2026 | 5/15/2026 | 55 |
| 7155 | Selway Asset Management | $206M | Q2 2014 | 7/25/2014 | 67 |
| 7156 | Accent Capital Management, LLC | $206M | Q1 2026 | 5/11/2026 | 338 |
| 7157 | SUNFLOWER BANK, NA WEALTH MANAGEMENT | $206M | Q1 2014 | 5/14/2014 | 99 |
| 7158 | Taylor, Cottrill LLC | $206M | Q2 2014 | 7/22/2014 | 98 |
| 7159 | OxenFree Capital LLC | $206M | Q1 2026 | 4/16/2026 | 56 |
| 7160 | Werlinich Asset Management, LLC | $206M | Q1 2026 | 4/8/2026 | 56 |
| 7161 | Twin Securities, Inc. | $206M | Q1 2026 | 5/15/2026 | 17 |
| 7162 | All-Stars Investment Ltd | $206M | Q1 2026 | 5/6/2026 | 4 |
| 7163 | STANCE CAPITAL LLC | $206M | Q1 2026 | 5/13/2026 | 281 |
| 7164 | Landing Point Financial Group, LLC | $206M | Q1 2026 | 5/5/2026 | 93 |
| 7165 | Alpha Family Trust | $206M | Q1 2026 | 5/13/2026 | 203 |
| 7166 | SOL Capital Management CO | $206M | Q1 2026 | 4/24/2026 | 52 |
| 7167 | May Barnhard Investments LLC | $206M | Q1 2026 | 5/13/2026 | 84 |
| 7168 | Harold Davidson & Associates Inc. | $206M | Q1 2026 | 4/30/2026 | 60 |
| 7169 | Stenham Asset Management Ltd | $206M | Q1 2026 | 5/15/2026 | 18 |
| 7170 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $206M | Q1 2026 | 5/5/2026 | 97 |
| 7171 | RELATIONAL INVESTORS LLC | $206M | Q1 2014 | 6/26/2014 | 1 |
| 7172 | NEWLAND CAPITAL MANAGEMENT, LLC | $206M | Q1 2014 | 5/15/2014 | 55 |
| 7173 | MN Wealth Advisors, LLC | $206M | Q1 2026 | 4/22/2026 | 124 |
| 7174 | JIM SAULNIER & ASSOCIATES, LLC | $205M | Q1 2026 | 4/22/2026 | 139 |
| 7175 | Fortune 45 LLC | $205M | Q1 2026 | 4/28/2026 | 39 |
| 7176 | Koesten, Hirschmann & Crabtree, INC. | $205M | Q1 2026 | 4/14/2026 | 41 |
| 7177 | Sentinel Advisory Group, LLC | $205M | Q1 2026 | 5/14/2026 | 53 |
| 7178 | apricus wealth, LLC | $205M | Q1 2026 | 4/22/2026 | 120 |
| 7179 | Aletheian Wealth Advisors LLC | $205M | Q1 2026 | 4/9/2026 | 97 |
| 7180 | Mast Capital Management, LLC | $205M | Q1 2014 | 5/14/2014 | 8 |
| 7181 | Latko Wealth Management, Ltd. | $205M | Q1 2026 | 4/29/2026 | 36 |
| 7182 | Warburton Capital Management, LLC | $205M | Q1 2026 | 5/1/2026 | 68 |
| 7183 | Palmer Knight Co | $205M | Q1 2026 | 5/12/2026 | 32 |
| 7184 | Founders Capital Management | $205M | Q1 2026 | 4/21/2026 | 390 |
| 7185 | TAM Capital Management Inc. | $205M | Q1 2026 | 5/15/2026 | 7 |
| 7186 | Lauterbach Financial Advisors, LLC | $205M | Q1 2026 | 5/14/2026 | 79 |
| 7187 | Windsor Financial Group, LLC | $205M | Q2 2014 | 7/8/2014 | 75 |
| 7188 | UDINE WEALTH MANAGEMENT, INC. | $205M | Q1 2026 | 4/14/2026 | 35 |
| 7189 | WIMMER ASSOCIATES 1, LLC | $205M | Q1 2026 | 5/15/2026 | 110 |
| 7190 | FOCUS Wealth Advisors, LLC | $205M | Q1 2026 | 4/8/2026 | 59 |
| 7191 | Dominick & Dominick LLC | $204M | Q1 2014 | 5/13/2014 | 189 |
| 7192 | QSM Asset Management Ltd | $204M | Q1 2026 | 4/15/2026 | 25 |
| 7193 | Kapstone Financial Advisors LLC | $204M | Q1 2026 | 4/22/2026 | 154 |
| 7194 | Trademark Financial Management, LLC | $204M | Q1 2026 | 4/27/2026 | 102 |
| 7195 | BIRCHBROOK, INC. | $204M | Q1 2026 | 4/8/2026 | 291 |
| 7196 | Ironclad Investments LLC | $204M | Q1 2026 | 5/14/2026 | 3 |
| 7197 | FIRST NEW YORK SECURITIES LLC /NY | $204M | Q1 2014 | 5/15/2014 | 396 |
| 7198 | Aufman Associates Inc | $204M | Q1 2026 | 5/15/2026 | 65 |
| 7199 | Pinnacle Wealth Management Group, Inc. | $204M | Q1 2026 | 4/14/2026 | 120 |
| 7200 | Avondale Wealth Management | $203M | Q1 2026 | 4/14/2026 | 71 |