Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7201 | Optimize Financial Inc | $203M | Q1 2026 | 5/12/2026 | 297 |
| 7202 | ADVISOR PARTNERS LLC | $203M | Q2 2014 | 7/31/2014 | 282 |
| 7203 | True Blue (BVI) Ltd | $203M | Q1 2026 | 5/15/2026 | 3 |
| 7204 | VISIONARY HORIZONS, LLC | $203M | Q1 2026 | 4/17/2026 | 128 |
| 7205 | CORNERCAP INVESTMENT COUNSEL INC | $203M | Q4 2025 | 2/13/2026 | 151 |
| 7206 | Olistico Wealth, LLC | $203M | Q1 2026 | 4/8/2026 | 341 |
| 7207 | Regent Investment Management LLC | $203M | Q2 2014 | 7/23/2014 | 198 |
| 7208 | Riverstone Advisors, LLC | $203M | Q1 2026 | 4/21/2026 | 74 |
| 7209 | Trevian Wealth Management LLC | $203M | Q1 2026 | 4/21/2026 | 43 |
| 7210 | DESTRIER CAPITAL MANAGEMENT LLC | $203M | Q1 2014 | 5/14/2014 | 33 |
| 7211 | iSAM Funds (UK) Ltd | $203M | Q1 2026 | 5/13/2026 | 291 |
| 7212 | Sharp Wealth Advisory, LLC | $203M | Q1 2026 | 4/27/2026 | 120 |
| 7213 | Arta Finance Wealth Management LLC | $202M | Q1 2026 | 4/20/2026 | 95 |
| 7214 | CarsonAllaria Wealth Management, Ltd. | $202M | Q1 2026 | 4/30/2026 | 69 |
| 7215 | Groupe des Assurances du Credit Mutuel | $202M | Q1 2026 | 4/30/2026 | 5 |
| 7216 | SkyTop Capital Management LLC | $202M | Q1 2014 | 5/15/2014 | 19 |
| 7217 | 4Thought Financial Group Inc. | $202M | Q1 2026 | 4/24/2026 | 99 |
| 7218 | tru Independence LLC | $202M | Q1 2026 | 4/22/2026 | 102 |
| 7219 | Nipun Capital, L.P. | $202M | Q1 2026 | 4/27/2026 | 8 |
| 7220 | Brendel Financial Advisors LLC | $202M | Q1 2026 | 4/15/2026 | 95 |
| 7221 | Spectrum Planning & Advisory Services Inc. | $202M | Q1 2026 | 4/16/2026 | 114 |
| 7222 | Paragon Capital Management LLC | $202M | Q1 2026 | 5/14/2026 | 57 |
| 7223 | Heritage Wealth Management, Inc. | $202M | Q1 2026 | 4/20/2026 | 157 |
| 7224 | Pointe Capital Management LLC | $202M | Q1 2026 | 5/15/2026 | 153 |
| 7225 | Bull Street Advisors, LLC | $202M | Q1 2026 | 4/24/2026 | 94 |
| 7226 | Marmo Financial Group, LLC | $202M | Q1 2026 | 4/23/2026 | 38 |
| 7227 | VNBTrust, National Association | $202M | Q2 2014 | 7/18/2014 | 133 |
| 7228 | ARWA LLC | $202M | Q1 2026 | 4/13/2026 | 149 |
| 7229 | Sowa Financial Group, Inc. | $202M | Q1 2026 | 4/15/2026 | 30 |
| 7230 | Griffith & Werner, Inc. | $202M | Q1 2026 | 4/29/2026 | 72 |
| 7231 | AB CarVal Investors, LP | $202M | Q2 2014 | 8/6/2014 | 10 |
| 7232 | Pomelo Capital LLC | $202M | Q1 2014 | 5/15/2014 | 84 |
| 7233 | Brown Financial Advisory | $202M | Q1 2026 | 4/24/2026 | 49 |
| 7234 | Foundry Financial Group, Inc. | $202M | Q1 2026 | 4/23/2026 | 70 |
| 7235 | Prepared Retirement Institute LLC | $202M | Q1 2026 | 5/15/2026 | 79 |
| 7236 | Nierenberg Investment Management Company, LLC | $201M | Q1 2026 | 5/13/2026 | 46 |
| 7237 | Center For Asset Management LLC | $201M | Q1 2026 | 4/16/2026 | 144 |
| 7238 | DBA TRADING, LLC | $201M | Q1 2026 | 5/8/2026 | 39 |
| 7239 | Mountaineer Partners Management, LLC | $201M | Q1 2026 | 5/15/2026 | 16 |
| 7240 | Ategra Capital Management, LLC | $201M | Q1 2026 | 5/15/2026 | 27 |
| 7241 | Harrison Street Securities, LLC | $201M | Q1 2014 | 5/9/2014 | 29 |
| 7242 | Notis-McConarty Edward | $201M | Q1 2026 | 5/8/2026 | 81 |
| 7243 | Spectrum Investment Advisors, Inc. | $201M | Q1 2026 | 4/14/2026 | 46 |
| 7244 | LCW Services, LLC | $201M | Q1 2026 | 4/27/2026 | 39 |
| 7245 | First Bancorp, Inc /ME/ | $201M | Q1 2026 | 4/20/2026 | 132 |
| 7246 | Legacy Wealth Managment, LLC/ID | $201M | Q1 2026 | 5/7/2026 | 1,043 |
| 7247 | Ridgepath Capital Management LLC | $201M | Q1 2026 | 5/7/2026 | 51 |
| 7248 | Cairn Investment Group, Inc. | $201M | Q1 2026 | 4/29/2026 | 63 |
| 7249 | STRAIGHTLINE GROUP LLC | $201M | Q1 2026 | 5/12/2026 | 17 |
| 7250 | CORNERSTONE ENTERPRISES, LLC | $201M | Q1 2026 | 4/22/2026 | 35 |
| 7251 | Laidlaw Group, LLC | $201M | Q2 2014 | 7/17/2014 | 83 |
| 7252 | Ausbil Investment Management Ltd | $201M | Q1 2026 | 4/7/2026 | 63 |
| 7253 | Integrity Financial Corp /WA | $201M | Q1 2026 | 5/14/2026 | 292 |
| 7254 | Redpoint Management, LLC | $201M | Q1 2026 | 5/15/2026 | 3 |
| 7255 | Frederick Financial Consultants, LLC | $201M | Q1 2026 | 5/14/2026 | 109 |
| 7256 | CARL DOMINO INC | $201M | Q2 2014 | 7/8/2014 | 172 |
| 7257 | Perimeter Capital Partners, LLC | $201M | Q1 2014 | 5/5/2014 | 179 |
| 7258 | Forager Capital Management, LLC | $201M | Q1 2026 | 5/15/2026 | 10 |
| 7259 | Torren Management, LLC | $201M | Q1 2026 | 4/30/2026 | 983 |
| 7260 | Financial Freedom, LLC | $201M | Q1 2026 | 4/30/2026 | 426 |
| 7261 | Latigo Investments, LLC | $201M | Q1 2026 | 5/6/2026 | 14 |
| 7262 | EADS & HEALD WEALTH MANAGEMENT | $201M | Q1 2026 | 4/29/2026 | 140 |
| 7263 | NORTHERN CAPITAL MANAGEMENT LLC | $201M | Q1 2014 | 5/7/2014 | 148 |
| 7264 | Solano Wealth Investment Advisors LLC | $201M | Q1 2026 | 5/15/2026 | 34 |
| 7265 | FPC INVESTMENT ADVISORY, INC. | $201M | Q1 2026 | 5/1/2026 | 34 |
| 7266 | Sycale Advisors (NY) LLC | $201M | Q1 2026 | 5/13/2026 | 18 |
| 7267 | True Wind Capital Management, L.P. | $200M | Q1 2026 | 5/6/2026 | 2 |
| 7268 | WEST BANCORPORATION INC | $200M | Q1 2026 | 4/23/2026 | 98 |
| 7269 | Hara Capital LLC | $200M | Q1 2026 | 5/14/2026 | 311 |
| 7270 | Mohican Financial Management, LLC | $200M | Q2 2014 | 7/15/2014 | 36 |
| 7271 | Main Line Retirement Advisors, LLC | $200M | Q1 2026 | 4/21/2026 | 48 |
| 7272 | Soviero Asset Management, LP | $200M | Q1 2026 | 5/15/2026 | 57 |
| 7273 | Boussard & Gavaudan Asset Management LP | $200M | Q2 2014 | 8/1/2014 | 111 |
| 7274 | Freshford Capital Management, LLC | $200M | Q1 2026 | 5/14/2026 | 19 |
| 7275 | AGP FRANKLIN, LLC | $200M | Q1 2026 | 4/17/2026 | 93 |
| 7276 | Guinness Atkinson Asset Management Inc | $200M | Q1 2026 | 4/21/2026 | 123 |
| 7277 | Constitution Capital LLC | $200M | Q1 2026 | 4/8/2026 | 61 |
| 7278 | Note Advisors, LLC | $200M | Q1 2026 | 5/15/2026 | 85 |
| 7279 | Bodri Capital Management, LLC | $200M | Q1 2014 | 5/13/2014 | 45 |
| 7280 | BELLEVUE ASSET MANAGEMENT, LLC | $200M | Q1 2026 | 4/24/2026 | 369 |
| 7281 | LRZ CAPITAL LLC | $200M | Q1 2026 | 5/12/2026 | 16 |
| 7282 | ALLEN WEALTH MANAGEMENT, LLC | $200M | Q1 2026 | 5/8/2026 | 59 |
| 7283 | Kerusso Capital Management LLC | $200M | Q1 2026 | 5/13/2026 | 53 |
| 7284 | KARPAS STRATEGIES, LLC | $200M | Q2 2014 | 7/30/2014 | 119 |
| 7285 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $200M | Q1 2026 | 4/16/2026 | 110 |
| 7286 | Charter Capital Management, LLC\DE | $200M | Q1 2026 | 4/27/2026 | 70 |
| 7287 | Arena Capital Advisors, LLC- CA | $200M | Q1 2026 | 5/4/2026 | 21 |
| 7288 | Sun Financial Inc | $200M | Q1 2026 | 5/15/2026 | 159 |
| 7289 | Kenmare Capital Partners, L.L.C. | $200M | Q1 2014 | 5/15/2014 | 14 |
| 7290 | Point Windward Advisors Inc. | $200M | Q1 2026 | 4/9/2026 | 94 |
| 7291 | Fortis Advisors, LLC | $200M | Q1 2026 | 5/14/2026 | 119 |
| 7292 | Fairfield University | $200M | Q1 2026 | 5/11/2026 | 4 |
| 7293 | Sitrin Capital Management LLC | $200M | Q1 2026 | 4/21/2026 | 39 |
| 7294 | Friedenthal Financial | $199M | Q1 2026 | 4/20/2026 | 244 |
| 7295 | Northern Capital Management, Inc. | $199M | Q1 2026 | 5/13/2026 | 51 |
| 7296 | BROOKS, MOORE & ASSOCIATES, INC. | $199M | Q1 2026 | 5/15/2026 | 110 |
| 7297 | Finer Wealth Management, Inc. | $199M | Q1 2026 | 5/12/2026 | 87 |
| 7298 | Signature Wealth Management Partners, LLC | $199M | Q1 2026 | 4/21/2026 | 116 |
| 7299 | Crown Oak Advisors, LLC | $199M | Q1 2026 | 4/24/2026 | 23 |
| 7300 | Flower City Capital | $199M | Q1 2026 | 4/14/2026 | 46 |
| 7301 | LCM Capital Management Inc | $199M | Q1 2026 | 4/21/2026 | 110 |
| 7302 | Strategic Planning, Inc. | $199M | Q1 2026 | 5/18/2026 | 54 |
| 7303 | Prospera Capital Management, LLC | $199M | Q1 2026 | 4/8/2026 | 45 |
| 7304 | Asset Advisory Group, Inc. | $199M | Q1 2026 | 4/16/2026 | 116 |
| 7305 | Park Avenue Institutional Advisers LLC | $199M | Q1 2026 | 5/5/2026 | 5 |
| 7306 | Pullen Investment Management, LLC | $199M | Q1 2026 | 4/15/2026 | 98 |
| 7307 | Dilation Capital Management LP | $199M | Q1 2026 | 4/29/2026 | 20 |
| 7308 | Plotkin Financial Advisors, LLC | $199M | Q1 2026 | 5/11/2026 | 100 |
| 7309 | CAPE ANN SAVINGS BANK | $199M | Q1 2026 | 4/27/2026 | 121 |
| 7310 | Disciplined Equity Management, Inc. | $199M | Q1 2026 | 4/28/2026 | 44 |
| 7311 | Patrick Mauro Investment Advisor, INC. | $199M | Q1 2026 | 5/6/2026 | 40 |
| 7312 | Pennant Select, LLC | $199M | Q1 2026 | 5/15/2026 | 15 |
| 7313 | Noble Wealth Management PBC | $199M | Q1 2026 | 4/2/2026 | 587 |
| 7314 | Mendel Capital Management LLC | $199M | Q1 2026 | 4/21/2026 | 97 |
| 7315 | Gray Private Wealth, LLC | $199M | Q1 2026 | 5/6/2026 | 50 |
| 7316 | SAGE PRIVATE WEALTH GROUP, LLC | $199M | Q1 2026 | 5/1/2026 | 97 |
| 7317 | Niatross Investments Ltd | $199M | Q1 2026 | 5/12/2026 | 1 |
| 7318 | Smith Thornton Advisors LLC | $199M | Q1 2026 | 4/16/2026 | 130 |
| 7319 | La Francaise Forum Securities Ltd | $199M | Q1 2014 | 5/15/2014 | 54 |
| 7320 | SANBORN KILCOLLIN PARTNERS LLC | $198M | Q1 2014 | 5/13/2014 | 19 |
| 7321 | MARATHON ASSET MANAGEMENT LLP | $198M | Q2 2014 | 7/17/2014 | 7 |
| 7322 | KilterHowling LLC | $198M | Q1 2026 | 5/12/2026 | 49 |
| 7323 | Four Tree Island Advisory LLC | $198M | Q1 2026 | 5/11/2026 | 23 |
| 7324 | True Light Capital Pte. Ltd. | $198M | Q1 2026 | 5/5/2026 | 8 |
| 7325 | Comprehensive Wealth Management, LLC | $198M | Q1 2026 | 5/14/2026 | 39 |
| 7326 | SPRING CAPITAL MANAGEMENT, LLC | $198M | Q1 2026 | 4/13/2026 | 49 |
| 7327 | Holos Integrated Wealth LLC | $198M | Q1 2026 | 4/8/2026 | 412 |
| 7328 | CALDWELL & ORKIN INC | $198M | Q2 2014 | 8/7/2014 | 82 |
| 7329 | PLANNING DIRECTIONS INC | $198M | Q1 2026 | 4/15/2026 | 106 |
| 7330 | AMERIFLEX GROUP, INC. | $198M | Q1 2026 | 5/15/2026 | 1,142 |
| 7331 | Alpha Zero LLC | $198M | Q1 2026 | 5/7/2026 | 79 |
| 7332 | Clarity Asset Management, Inc. | $198M | Q1 2026 | 5/4/2026 | 290 |
| 7333 | Everest Management Corp. | $197M | Q1 2026 | 5/6/2026 | 72 |
| 7334 | Cross Staff Investments Inc | $197M | Q1 2026 | 4/23/2026 | 128 |
| 7335 | Privium Fund Management (UK) Ltd | $197M | Q1 2026 | 5/5/2026 | 20 |
| 7336 | ENTERPRISE FINANCIAL SERVICES CORP | $197M | Q1 2026 | 5/5/2026 | 167 |
| 7337 | STONEHILL CAPITAL MANAGEMENT LLC | $197M | Q1 2026 | 5/15/2026 | 15 |
| 7338 | Gildi - lifeyrissjodur | $197M | Q1 2026 | 4/14/2026 | 2 |
| 7339 | ELWOOD CAPITAL PARTNERS LP | $197M | Q1 2026 | 5/14/2026 | 33 |
| 7340 | Socha Financial Group, LLC | $197M | Q1 2026 | 4/30/2026 | 14 |
| 7341 | Brucke Financial, Inc. | $197M | Q1 2026 | 4/10/2026 | 166 |
| 7342 | Barnes Wealth Management Group, Inc | $197M | Q1 2026 | 5/15/2026 | 184 |
| 7343 | ISLAY CAPITAL MANAGEMENT, LLC | $197M | Q1 2026 | 5/14/2026 | 204 |
| 7344 | Fort Vancouver Investment Management, LLC | $197M | Q1 2026 | 5/15/2026 | 59 |
| 7345 | RLH Capital LLC | $197M | Q1 2026 | 4/28/2026 | 108 |
| 7346 | Inherent Management Corp. | $197M | Q1 2026 | 5/14/2026 | 9 |
| 7347 | OGBORNE CAPITAL MANAGEMENT, LLC | $197M | Q1 2026 | 5/15/2026 | 11 |
| 7348 | TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | $197M | Q2 2014 | 8/4/2014 | 4 |
| 7349 | Piedmont Capital Management, LLC | $197M | Q1 2026 | 5/15/2026 | 50 |
| 7350 | LFA - Lugano Financial Advisors SA | $197M | Q1 2026 | 5/5/2026 | 223 |
| 7351 | Cunning Capital Partners, LP | $197M | Q1 2026 | 5/13/2026 | 56 |
| 7352 | ExodusPoint Capital Management, LP | $196M | Q1 2026 | 5/15/2026 | 41 |
| 7353 | Darden Wealth Group Inc | $196M | Q1 2026 | 5/8/2026 | 150 |
| 7354 | Fortune Financial Advisors, LLC | $196M | Q1 2026 | 4/30/2026 | 148 |
| 7355 | SWP FINANCIAL LLC | $196M | Q1 2026 | 4/17/2026 | 71 |
| 7356 | NRI Wealth Management LC | $196M | Q4 2025 | 1/22/2026 | 31 |
| 7357 | FourWorld Capital Management LLC | $196M | Q1 2026 | 5/15/2026 | 24 |
| 7358 | Algebris Investments (UK) LLP | $196M | Q1 2014 | 5/15/2014 | 63 |
| 7359 | Navis Wealth Advisors, LLC | $196M | Q1 2026 | 5/15/2026 | 175 |
| 7360 | Legacy Wealth Advisors, LLC | $196M | Q1 2026 | 5/6/2026 | 109 |
| 7361 | CONTINENTAL ADVISORS LLC | $196M | Q1 2026 | 5/15/2026 | 50 |
| 7362 | PENINSULA ASSET MANAGEMENT INC | $196M | Q1 2026 | 5/5/2026 | 53 |
| 7363 | Mirabaud Asset Management (France) SAS | $196M | Q1 2026 | 5/13/2026 | 13 |
| 7364 | AMERICAN NATIONAL BANK & TRUST CO /VA/ | $196M | Q1 2014 | 4/18/2014 | 105 |
| 7365 | AUA CAPITAL MANAGEMENT, LLC | $196M | Q1 2026 | 4/22/2026 | 80 |
| 7366 | Cerity Partners Retirement Plan Advisors LLC | $196M | Q1 2026 | 5/15/2026 | 31 |
| 7367 | Tudor Financial Inc. | $196M | Q1 2026 | 5/15/2026 | 139 |
| 7368 | SCHOLTZ & COMPANY, LLC | $195M | Q1 2026 | 5/15/2026 | 49 |
| 7369 | Horizon Advisory Services, Inc. | $195M | Q1 2026 | 4/22/2026 | 48 |
| 7370 | CSat Investment Advisory, L.P. | $195M | Q1 2014 | 5/15/2014 | 30 |
| 7371 | Mission Hills Financial Advisory, LLC | $195M | Q1 2026 | 5/1/2026 | 54 |
| 7372 | Revere Asset Management, Inc | $195M | Q1 2026 | 5/6/2026 | 27 |
| 7373 | International City Management Association Retirement Corp | $195M | Q1 2026 | 5/11/2026 | 6 |
| 7374 | Yardley Wealth Management LLC | $195M | Q1 2026 | 4/21/2026 | 36 |
| 7375 | Castleview Partners, LLC | $195M | Q1 2026 | 5/1/2026 | 200 |
| 7376 | W ADVISORS, LLC | $195M | Q1 2026 | 4/29/2026 | 141 |
| 7377 | Crestview Partners III GP, L.P. | $195M | Q1 2026 | 5/14/2026 | 2 |
| 7378 | Lantern Wealth Advisors, LLC | $195M | Q1 2026 | 5/13/2026 | 174 |
| 7379 | Private Wealth Advisors, Inc. | $195M | Q2 2014 | 8/1/2014 | 126 |
| 7380 | ALETHEA CAPITAL MANAGEMENT, LLC | $195M | Q1 2026 | 5/13/2026 | 14 |
| 7381 | WestCap Management, LLC | $195M | Q1 2026 | 5/15/2026 | 2 |
| 7382 | Tower View Wealth Management LLC | $195M | Q1 2026 | 4/20/2026 | 204 |
| 7383 | Symphony Financial Services, Inc. | $195M | Q1 2026 | 5/7/2026 | 99 |
| 7384 | Wynn Capital, LLC | $195M | Q1 2026 | 4/13/2026 | 107 |
| 7385 | Next Level Wealth Planning, LLC | $195M | Q1 2026 | 4/21/2026 | 73 |
| 7386 | Clayton Financial Group LLC | $195M | Q1 2026 | 4/13/2026 | 614 |
| 7387 | Exit Wealth Advisors, LLC. | $195M | Q1 2026 | 5/11/2026 | 131 |
| 7388 | Cassia Capital Partners, LLC | $194M | Q1 2026 | 4/24/2026 | 67 |
| 7389 | KANE INVESTMENT MANAGEMENT, INC. | $194M | Q1 2026 | 5/14/2026 | 99 |
| 7390 | Treasure Coast Financial Planning | $194M | Q1 2026 | 5/11/2026 | 48 |
| 7391 | Pettee Investors, Inc. | $194M | Q1 2026 | 5/4/2026 | 115 |
| 7392 | 17 CAPITAL PARTNERS, LLC | $194M | Q1 2026 | 5/13/2026 | 172 |
| 7393 | OEP CAPITAL ADVISORS, L.P. | $194M | Q1 2026 | 5/7/2026 | 1 |
| 7394 | IFS Advisors, LLC | $194M | Q1 2026 | 4/6/2026 | 217 |
| 7395 | True Vision MN LLC | $194M | Q1 2026 | 4/16/2026 | 98 |
| 7396 | OMNI 360 Wealth, Inc. | $194M | Q1 2026 | 4/10/2026 | 125 |
| 7397 | Evergreen Wealth Management, LLC | $194M | Q1 2026 | 5/1/2026 | 54 |
| 7398 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $194M | Q1 2026 | 4/21/2026 | 146 |
| 7399 | Sea Cliff Partners Management, LP | $194M | Q1 2026 | 5/15/2026 | 13 |
| 7400 | Rainwater Charitable Foundation | $194M | Q1 2026 | 4/15/2026 | 4 |