Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7201 | Tower View Wealth Management LLC | $202M | Q4 2025 | 1/23/2026 | 176 |
| 7202 | Signature Wealth Management Partners, LLC | $202M | Q4 2025 | 2/2/2026 | 120 |
| 7203 | THRYVE WEALTH MANAGEMENT LLC | $202M | Q4 2025 | 2/25/2026 | 94 |
| 7204 | Strive Financial Group ,LLC | $202M | Q4 2025 | 2/18/2026 | 824 |
| 7205 | 4Thought Financial Group Inc. | $202M | Q4 2025 | 1/29/2026 | 90 |
| 7206 | VNBTrust, National Association | $202M | Q2 2014 | 7/18/2014 | 133 |
| 7207 | Castleview Partners, LLC | $202M | Q4 2025 | 1/12/2026 | 197 |
| 7208 | Solano Wealth Investment Advisors LLC | $202M | Q4 2025 | 2/12/2026 | 35 |
| 7209 | AB CarVal Investors, LP | $202M | Q2 2014 | 8/6/2014 | 10 |
| 7210 | Pomelo Capital LLC | $202M | Q1 2014 | 5/15/2014 | 84 |
| 7211 | Pointe Capital Management LLC | $202M | Q4 2025 | 2/17/2026 | 154 |
| 7212 | Chou Associates Management Inc. | $202M | Q4 2025 | 2/13/2026 | 28 |
| 7213 | CarsonAllaria Wealth Management, Ltd. | $202M | Q4 2025 | 1/22/2026 | 67 |
| 7214 | Wealth Intelligence, LLC | $202M | Q4 2025 | 2/18/2026 | 55 |
| 7215 | Financial Freedom, LLC | $201M | Q4 2025 | 2/17/2026 | 340 |
| 7216 | North Ground Capital | $201M | Q4 2025 | 2/12/2026 | 45 |
| 7217 | Harrison Street Securities, LLC | $201M | Q1 2014 | 5/9/2014 | 29 |
| 7218 | Rings Capital Management LLC | $201M | Q4 2025 | 2/17/2026 | 7 |
| 7219 | Kapstone Financial Advisors LLC | $201M | Q4 2025 | 2/5/2026 | 133 |
| 7220 | Decker Retirement Planning Inc. | $201M | Q4 2025 | 1/26/2026 | 231 |
| 7221 | Laidlaw Group, LLC | $201M | Q2 2014 | 7/17/2014 | 83 |
| 7222 | CARL DOMINO INC | $201M | Q2 2014 | 7/8/2014 | 172 |
| 7223 | Johnson Wealth Management, LLC | $201M | Q4 2025 | 2/11/2026 | 49 |
| 7224 | Perimeter Capital Partners, LLC | $201M | Q1 2014 | 5/5/2014 | 179 |
| 7225 | Starwood Capital Group Management, L.L.C. | $201M | Q4 2025 | 2/17/2026 | 6 |
| 7226 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $201M | Q4 2025 | 1/30/2026 | 97 |
| 7227 | NORTHERN CAPITAL MANAGEMENT LLC | $201M | Q1 2014 | 5/7/2014 | 148 |
| 7228 | BIRCHBROOK, INC. | $201M | Q4 2025 | 2/4/2026 | 298 |
| 7229 | Landing Point Financial Group, LLC | $201M | Q4 2025 | 2/11/2026 | 83 |
| 7230 | Fire Capital Management LLC | $201M | Q4 2025 | 2/3/2026 | 117 |
| 7231 | Birch Capital Management, LLC | $200M | Q4 2025 | 2/3/2026 | 77 |
| 7232 | Mohican Financial Management, LLC | $200M | Q2 2014 | 7/15/2014 | 36 |
| 7233 | Stenham Asset Management Ltd | $200M | Q4 2025 | 2/17/2026 | 23 |
| 7234 | DELPHI FINANCIAL GROUP, INC. | $200M | Q4 2025 | 2/11/2026 | 28 |
| 7235 | Bayshore Capital Advisors, LLC | $200M | Q4 2025 | 2/5/2026 | 34 |
| 7236 | Boussard & Gavaudan Asset Management LP | $200M | Q2 2014 | 8/1/2014 | 111 |
| 7237 | Coastwise Capital Group, LLC | $200M | Q4 2025 | 2/12/2026 | 226 |
| 7238 | Asset Advisory Group, Inc. | $200M | Q4 2025 | 2/12/2026 | 120 |
| 7239 | Pinnacle Wealth Management Group, Inc. | $200M | Q4 2025 | 1/23/2026 | 126 |
| 7240 | Beaumont Asset Management, L.L.C. | $200M | Q4 2025 | 1/21/2026 | 71 |
| 7241 | Declaration Partners LP | $200M | Q4 2025 | 2/12/2026 | 1 |
| 7242 | Clarity Capital Advisors, LLC | $200M | Q4 2025 | 2/11/2026 | 95 |
| 7243 | Bodri Capital Management, LLC | $200M | Q1 2014 | 5/13/2014 | 45 |
| 7244 | HMV Wealth Advisors, LLC | $200M | Q4 2025 | 1/20/2026 | 80 |
| 7245 | Foundry Financial Group, Inc. | $200M | Q4 2025 | 2/4/2026 | 66 |
| 7246 | KARPAS STRATEGIES, LLC | $200M | Q2 2014 | 7/30/2014 | 119 |
| 7247 | Ciovacco Capital Management LLC | $200M | Q4 2025 | 2/9/2026 | 27 |
| 7248 | Kenmare Capital Partners, L.L.C. | $200M | Q1 2014 | 5/15/2014 | 14 |
| 7249 | Henderson Brothers Financial Partners, LLC | $200M | Q1 2025 | 2/10/2026 | 72 |
| 7250 | Aull & Monroe Investment Management Corp | $200M | Q4 2025 | 1/9/2026 | 120 |
| 7251 | Spectrum Investment Advisors, Inc. | $200M | Q4 2025 | 1/28/2026 | 51 |
| 7252 | Econ Financial Services Corp | $199M | Q4 2025 | 1/15/2026 | 74 |
| 7253 | Resurgent Financial Advisors LLC | $199M | Q4 2025 | 2/12/2026 | 216 |
| 7254 | AUA CAPITAL MANAGEMENT, LLC | $199M | Q4 2025 | 1/23/2026 | 80 |
| 7255 | Richardson Capital Management LLC | $199M | Q4 2025 | 1/30/2026 | 249 |
| 7256 | CORRADO ADVISORS, LLC | $199M | Q4 2025 | 2/10/2026 | 118 |
| 7257 | L.K. Benson & Company, P.C. | $199M | Q4 2025 | 2/6/2026 | 112 |
| 7258 | SWP FINANCIAL LLC | $199M | Q4 2025 | 1/16/2026 | 73 |
| 7259 | HILLTOP WEALTH ADVISORS, LLC | $199M | Q4 2025 | 1/14/2026 | 54 |
| 7260 | MARSHALL INVESTMENT MANAGEMENT, LLC | $199M | Q4 2025 | 2/9/2026 | 76 |
| 7261 | Harrington Investments, INC | $199M | Q4 2025 | 1/13/2026 | 84 |
| 7262 | Delaney Dennis R | $199M | Q4 2025 | 2/17/2026 | 63 |
| 7263 | Noble Wealth Management PBC | $199M | Q1 2026 | 4/2/2026 | 587 |
| 7264 | W ADVISORS, LLC | $199M | Q4 2025 | 2/13/2026 | 141 |
| 7265 | Sharp Wealth Advisory, LLC | $199M | Q4 2025 | 1/16/2026 | 113 |
| 7266 | Prepared Retirement Institute LLC | $199M | Q4 2025 | 1/29/2026 | 80 |
| 7267 | Wealth Preservation Advisors, LLC | $199M | Q4 2025 | 2/23/2026 | 747 |
| 7268 | Evergreen Wealth Management, LLC | $199M | Q4 2025 | 2/6/2026 | 54 |
| 7269 | La Francaise Forum Securities Ltd | $199M | Q1 2014 | 5/15/2014 | 54 |
| 7270 | Miller Capital Partners, Inc. | $199M | Q4 2025 | 2/17/2026 | 265 |
| 7271 | Fairfield University | $199M | Q4 2025 | 2/12/2026 | 3 |
| 7272 | Optimize Financial Inc | $199M | Q4 2025 | 2/9/2026 | 320 |
| 7273 | PLANNING DIRECTIONS INC | $198M | Q4 2025 | 1/21/2026 | 101 |
| 7274 | SANBORN KILCOLLIN PARTNERS LLC | $198M | Q1 2014 | 5/13/2014 | 19 |
| 7275 | MARATHON ASSET MANAGEMENT LLP | $198M | Q2 2014 | 7/17/2014 | 7 |
| 7276 | Innova Wealth Partners | $198M | Q4 2025 | 1/7/2026 | 151 |
| 7277 | Prospera Capital Management, LLC | $198M | Q4 2025 | 1/20/2026 | 41 |
| 7278 | BDFS Capital LLC | $198M | Q4 2025 | 2/26/2026 | 134 |
| 7279 | MN Wealth Advisors, LLC | $198M | Q4 2025 | 2/2/2026 | 122 |
| 7280 | Share Andrew L. | $198M | Q4 2025 | 2/13/2026 | 18 |
| 7281 | PKO BP BANKOWY Universal Pension Society JSC | $198M | Q4 2025 | 2/6/2026 | 13 |
| 7282 | Brown Financial Advisory | $198M | Q4 2025 | 1/29/2026 | 56 |
| 7283 | Signature Resources Capital Management, LLC | $198M | Q4 2025 | 1/21/2026 | 694 |
| 7284 | WISCONSIN CAPITAL MANAGEMENT LLC | $198M | Q4 2025 | 2/6/2026 | 50 |
| 7285 | WASHINGTON UNIVERSITY | $198M | Q4 2025 | 1/16/2026 | 5 |
| 7286 | Miura Global Management, LLC | $198M | Q4 2025 | 2/17/2026 | 17 |
| 7287 | Horizon Advisory Services, Inc. | $198M | Q4 2025 | 1/29/2026 | 49 |
| 7288 | CALDWELL & ORKIN INC | $198M | Q2 2014 | 8/7/2014 | 82 |
| 7289 | Main Line Retirement Advisors, LLC | $198M | Q4 2025 | 1/21/2026 | 46 |
| 7290 | Taylor Frigon Capital Management LLC | $198M | Q4 2025 | 1/26/2026 | 93 |
| 7291 | SPRING CAPITAL MANAGEMENT, LLC | $198M | Q4 2025 | 1/13/2026 | 49 |
| 7292 | PharVision Advisers, LLC | $198M | Q4 2025 | 2/17/2026 | 667 |
| 7293 | Anchor Capital Management Group Inc | $198M | Q4 2025 | 2/20/2026 | 16 |
| 7294 | Integrity Financial Corp /WA | $197M | Q4 2025 | 2/13/2026 | 286 |
| 7295 | Paragon Capital Management LLC | $197M | Q4 2025 | 2/13/2026 | 59 |
| 7296 | Allodium Investment Consultants, LLC | $197M | Q4 2025 | 1/14/2026 | 52 |
| 7297 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $197M | Q4 2025 | 1/29/2026 | 13 |
| 7298 | KilterHowling LLC | $197M | Q4 2025 | 2/13/2026 | 51 |
| 7299 | Sheridan Capital Management, LLC | $197M | Q4 2025 | 1/23/2026 | 35 |
| 7300 | MATRIX PRIVATE CAPITAL GROUP LLC | $197M | Q4 2025 | 2/17/2026 | 133 |
| 7301 | CINCINNATI CASUALTY CO | $197M | Q4 2025 | 2/12/2026 | 24 |
| 7302 | ENTERPRISE FINANCIAL SERVICES CORP | $197M | Q4 2025 | 1/14/2026 | 164 |
| 7303 | International City Management Association Retirement Corp | $197M | Q4 2025 | 1/27/2026 | 6 |
| 7304 | Sprinkle Financial Consultants LLC | $197M | Q4 2025 | 1/8/2026 | 88 |
| 7305 | VESTIA PERSONAL WEALTH ADVISORS | $197M | Q4 2025 | 1/27/2026 | 98 |
| 7306 | True Vision MN LLC | $197M | Q4 2025 | 1/14/2026 | 111 |
| 7307 | TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | $197M | Q2 2014 | 8/4/2014 | 4 |
| 7308 | Smith Thornton Advisors LLC | $197M | Q4 2025 | 1/14/2026 | 127 |
| 7309 | One Wealth Map LLC | $197M | Q4 2025 | 2/4/2026 | 77 |
| 7310 | Griffith & Werner, Inc. | $196M | Q4 2025 | 2/13/2026 | 70 |
| 7311 | Mithaq Capital SPC | $196M | Q4 2025 | 2/10/2026 | 4 |
| 7312 | Successful Portfolios LLC | $196M | Q4 2025 | 1/23/2026 | 192 |
| 7313 | Clayton Financial Group LLC | $196M | Q4 2025 | 1/21/2026 | 600 |
| 7314 | FDx Advisors, Inc. | $196M | Q4 2025 | 2/10/2026 | 91 |
| 7315 | Flower City Capital | $196M | Q4 2025 | 1/22/2026 | 44 |
| 7316 | NRI Wealth Management LC | $196M | Q4 2025 | 1/22/2026 | 31 |
| 7317 | Arta Finance Wealth Management LLC | $196M | Q4 2025 | 1/20/2026 | 90 |
| 7318 | Capital Square, LLC | $196M | Q4 2025 | 2/13/2026 | 221 |
| 7319 | Algebris Investments (UK) LLP | $196M | Q1 2014 | 5/15/2014 | 63 |
| 7320 | Cosner Financial Group, LLC | $196M | Q4 2025 | 1/30/2026 | 37 |
| 7321 | Piedmont Capital Management, LLC | $196M | Q4 2025 | 2/13/2026 | 52 |
| 7322 | Torren Management, LLC | $196M | Q4 2025 | 1/30/2026 | 1,475 |
| 7323 | apricus wealth, LLC | $196M | Q4 2025 | 1/15/2026 | 121 |
| 7324 | Braeburn Wealth Management LLC | $196M | Q4 2025 | 2/18/2026 | 84 |
| 7325 | AMERICAN NATIONAL BANK & TRUST CO /VA/ | $196M | Q1 2014 | 4/18/2014 | 105 |
| 7326 | KM Capital Management Ltd. | $196M | Q4 2025 | 2/17/2026 | 47 |
| 7327 | STAR Financial Bank | $196M | Q4 2025 | 2/13/2026 | 107 |
| 7328 | TenCore Partners, LP | $196M | Q4 2025 | 2/10/2026 | 14 |
| 7329 | Forest Hill Capital, LLC | $196M | Q4 2025 | 2/17/2026 | 35 |
| 7330 | Green Ridge Wealth Planning LLC | $196M | Q4 2025 | 3/11/2026 | 87 |
| 7331 | Level Wealth Management LLC | $196M | Q4 2025 | 2/2/2026 | 60 |
| 7332 | Tudor Financial Inc. | $195M | Q4 2025 | 2/13/2026 | 142 |
| 7333 | CSat Investment Advisory, L.P. | $195M | Q1 2014 | 5/15/2014 | 30 |
| 7334 | OMNI 360 Wealth, Inc. | $195M | Q4 2025 | 1/29/2026 | 126 |
| 7335 | HealthCor Partners Management LP | $195M | Q4 2025 | 2/4/2026 | 1 |
| 7336 | Athena Investment Management | $195M | Q4 2025 | 2/12/2026 | 155 |
| 7337 | BostonPremier Wealth LLC | $195M | Q4 2025 | 1/13/2026 | 69 |
| 7338 | Aufman Associates Inc | $195M | Q4 2025 | 2/11/2026 | 67 |
| 7339 | Ring Mountain Capital, LLC | $195M | Q4 2025 | 1/27/2026 | 98 |
| 7340 | Symphony Financial Services, Inc. | $195M | Q4 2025 | 2/12/2026 | 102 |
| 7341 | Lancaster Investment Management | $195M | Q4 2025 | 1/12/2026 | 8 |
| 7342 | Note Advisors, LLC | $195M | Q4 2025 | 2/18/2026 | 82 |
| 7343 | Private Wealth Advisors, Inc. | $195M | Q2 2014 | 8/1/2014 | 126 |
| 7344 | Inherent Management Corp. | $195M | Q4 2025 | 2/17/2026 | 8 |
| 7345 | PENINSULA ASSET MANAGEMENT INC | $195M | Q4 2025 | 2/12/2026 | 45 |
| 7346 | CAPE ANN SAVINGS BANK | $195M | Q4 2025 | 1/28/2026 | 109 |
| 7347 | Jones Kertz & Associates, Inc. | $195M | Q4 2025 | 1/27/2026 | 63 |
| 7348 | POM Investment Strategies, LLC | $194M | Q4 2025 | 2/17/2026 | 349 |
| 7349 | Avondale Wealth Management | $194M | Q4 2025 | 2/17/2026 | 58 |
| 7350 | Friedenthal Financial | $194M | Q4 2025 | 1/27/2026 | 251 |
| 7351 | Spectrum Planning & Advisory Services Inc. | $194M | Q4 2025 | 2/10/2026 | 113 |
| 7352 | Destiny Capital Corp/CO | $194M | Q4 2025 | 1/23/2026 | 54 |
| 7353 | Langdon Equity Partners | $194M | Q4 2025 | 2/13/2026 | 13 |
| 7354 | IFS Advisors, LLC | $194M | Q1 2026 | 4/6/2026 | 217 |
| 7355 | 17 CAPITAL PARTNERS, LLC | $194M | Q4 2025 | 2/13/2026 | 161 |
| 7356 | GatePass Capital, LLC | $194M | Q4 2025 | 2/9/2026 | 157 |
| 7357 | Index Venture Growth Associates III Ltd | $194M | Q4 2025 | 2/13/2026 | 3 |
| 7358 | Prospect Capital Advisors, LLC | $194M | Q4 2025 | 2/17/2026 | 27 |
| 7359 | Little Harbor Advisors, LLC | $194M | Q4 2025 | 2/19/2026 | 8 |
| 7360 | LFA - Lugano Financial Advisors SA | $194M | Q4 2025 | 1/29/2026 | 235 |
| 7361 | Charter Capital Management, LLC\DE | $194M | Q4 2025 | 1/22/2026 | 64 |
| 7362 | Kearns & Associates LLC | $194M | Q4 2025 | 1/8/2026 | 40 |
| 7363 | Water Asset Management LLC | $194M | Q1 2014 | 5/14/2014 | 18 |
| 7364 | VAUGHAN & Co SECURITIES, INC. | $193M | Q4 2025 | 1/28/2026 | 57 |
| 7365 | VISIONARY HORIZONS, LLC | $193M | Q4 2025 | 1/23/2026 | 113 |
| 7366 | Stratford Consulting, LLC | $193M | Q2 2014 | 7/28/2014 | 56 |
| 7367 | Lattice Strategies LLC | $193M | Q2 2014 | 7/30/2014 | 101 |
| 7368 | Disciplined Equity Management, Inc. | $193M | Q4 2025 | 1/14/2026 | 64 |
| 7369 | JIM SAULNIER & ASSOCIATES, LLC | $193M | Q4 2025 | 1/29/2026 | 139 |
| 7370 | MILES CAPITAL, INC. | $193M | Q1 2014 | 5/13/2014 | 105 |
| 7371 | Vestment Financial LLC | $193M | Q4 2025 | 1/23/2026 | 44 |
| 7372 | Values First Advisors, Inc. | $193M | Q4 2025 | 1/30/2026 | 181 |
| 7373 | ADVANCED MICRO DEVICES INC | $193M | Q4 2025 | 2/17/2026 | 2 |
| 7374 | TREVOR STEWART BURTON & JACOBSEN INC | $193M | Q2 2014 | 8/7/2014 | 57 |
| 7375 | Founders Capital Management | $193M | Q4 2025 | 1/15/2026 | 407 |
| 7376 | AMERIFLEX GROUP, INC. | $193M | Q4 2025 | 2/18/2026 | 1,149 |
| 7377 | Kingfisher Capital LLC | $192M | Q2 2014 | 8/7/2014 | 143 |
| 7378 | Corecam Pte. Ltd. | $192M | Q4 2025 | 3/2/2026 | 60 |
| 7379 | Carson Advisory Inc. | $192M | Q4 2025 | 2/12/2026 | 183 |
| 7380 | Davidson Kahn Capital Management, LLC | $192M | Q4 2025 | 1/28/2026 | 59 |
| 7381 | VVR Holdings LLC | $192M | Q4 2025 | 2/11/2026 | 38 |
| 7382 | VHCP Management, LLC | $192M | Q1 2014 | 5/14/2014 | 16 |
| 7383 | Guardian Asset Advisors, LLC | $192M | Q4 2025 | 1/29/2026 | 108 |
| 7384 | Kaufman Rossin Wealth, LLC | $192M | Q4 2025 | 1/14/2026 | 157 |
| 7385 | University of Cambridge Investment Management Ltd | $192M | Q4 2025 | 2/9/2026 | 1 |
| 7386 | Sowa Financial Group, Inc. | $192M | Q4 2025 | 2/3/2026 | 30 |
| 7387 | Orange County Employees Retirement System | $192M | Q4 2025 | 2/10/2026 | 3 |
| 7388 | LITTLEJOHN & CO LLC | $192M | Q4 2025 | 2/11/2026 | 20 |
| 7389 | Dempze Nancy E | $192M | Q4 2025 | 2/17/2026 | 113 |
| 7390 | RESTRUCTURING CAPITAL ASSOCIATES LP | $192M | Q1 2014 | 5/15/2014 | 19 |
| 7391 | Novak & Powell Financial Services, Inc. | $192M | Q4 2025 | 2/10/2026 | 166 |
| 7392 | Lake Hills Wealth Management, LLC | $192M | Q4 2025 | 1/7/2026 | 58 |
| 7393 | Atlas Venture Advisors, Inc. | $192M | Q4 2025 | 1/29/2026 | 3 |
| 7394 | McCarthy Asset Management, Inc. | $192M | Q4 2025 | 2/3/2026 | 27 |
| 7395 | Steffes Financial, Ltd. | $192M | Q4 2025 | 2/17/2026 | 27 |
| 7396 | Equinox Partners Investment Management LLC | $191M | Q4 2025 | 2/17/2026 | 12 |
| 7397 | Turning Point Benefit Group, Inc. | $191M | Q4 2025 | 1/30/2026 | 851 |
| 7398 | Loudon Investment Management, LLC | $191M | Q4 2025 | 2/12/2026 | 93 |
| 7399 | Chokshi & Queen Wealth Advisors, Inc | $191M | Q4 2025 | 2/17/2026 | 46 |
| 7400 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $191M | Q4 2025 | 2/12/2026 | 88 |