Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7201 | CANERECTOR INC | $211M | Q1 2026 | 5/15/2026 | 9 |
| 7202 | Unconventional Investor, LLC | $211M | Q1 2026 | 5/18/2026 | 46 |
| 7203 | United Airlines Holdings, Inc. | $211M | Q1 2026 | 5/15/2026 | 3 |
| 7204 | MTC Wealth Management LLC | $211M | Q1 2026 | 5/4/2026 | 13 |
| 7205 | Cohen Investment Advisors LLC | $210M | Q1 2026 | 4/28/2026 | 79 |
| 7206 | WESTBOURNE INVESTMENTS, INC. | $210M | Q1 2026 | 5/15/2026 | 141 |
| 7207 | FSA WEALTH PARTNERS, INC. | $210M | Q1 2026 | 4/27/2026 | 58 |
| 7208 | Eurizon SLJ Capital Ltd | $210M | Q1 2026 | 5/6/2026 | 167 |
| 7209 | Chou Associates Management Inc. | $210M | Q1 2026 | 5/14/2026 | 31 |
| 7210 | Thayer Partners, LLC / MA | $210M | Q1 2026 | 5/5/2026 | 94 |
| 7211 | CMG Global Holdings, LLC | $210M | Q1 2026 | 5/1/2026 | 96 |
| 7212 | P2 Capital Partners, LLC | $210M | Q1 2026 | 5/15/2026 | 10 |
| 7213 | Lehman Financial Resources, Inc. | $210M | Q2 2014 | 8/8/2014 | 409 |
| 7214 | R. W. Roge & Company, Inc. | $210M | Q1 2026 | 5/1/2026 | 66 |
| 7215 | GREAT HILL PARTNERS, L.P. | $210M | Q1 2026 | 5/15/2026 | 1 |
| 7216 | Blue Sky Capital Consultants Group, Inc. | $210M | Q1 2026 | 4/28/2026 | 76 |
| 7217 | Baron Financial Group, LLC | $210M | Q2 2026 | 7/9/2026 | 56 |
| 7218 | BOW STREET, LLC | $210M | Q1 2014 | 5/14/2014 | 26 |
| 7219 | Painted Porch Advisors LLC | $210M | Q1 2026 | 5/14/2026 | 67 |
| 7220 | Citadel Investment Advisory, Inc. | $210M | Q1 2026 | 4/16/2026 | 78 |
| 7221 | apricus wealth, LLC | $210M | Q2 2026 | 7/22/2026 | 129 |
| 7222 | Kiker Wealth Management, LLC | $209M | Q1 2026 | 5/6/2026 | 132 |
| 7223 | Shearwater Capital LLC | $209M | Q2 2026 | 7/8/2026 | 65 |
| 7224 | SWISS REINSURANCE CO LTD | $209M | Q1 2014 | 5/14/2014 | 10 |
| 7225 | Lynx Investment Advisory | $209M | Q1 2026 | 4/24/2026 | 181 |
| 7226 | GLYNN CAPITAL MANAGEMENT LLC | $209M | Q1 2026 | 5/7/2026 | 42 |
| 7227 | Adalta Capital Management LLC | $209M | Q1 2026 | 5/15/2026 | 97 |
| 7228 | Brouwer & Janachowski, LLC | $209M | Q2 2014 | 8/11/2014 | 45 |
| 7229 | BYRNE FINANCIAL FREEDOM, LLC | $209M | Q1 2026 | 4/27/2026 | 103 |
| 7230 | Acertus Capital Management, LLC | $209M | Q2 2014 | 8/6/2014 | 3 |
| 7231 | Beartown Capital Management, LLC | $209M | Q1 2026 | 5/14/2026 | 42 |
| 7232 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $209M | Q2 2014 | 7/18/2014 | 644 |
| 7233 | ADE, LLC | $209M | Q1 2026 | 5/14/2026 | 86 |
| 7234 | Financial Architects, LLC | $209M | Q2 2026 | 7/21/2026 | 24 |
| 7235 | MARSHALL INVESTMENT MANAGEMENT, LLC | $208M | Q1 2026 | 5/8/2026 | 274 |
| 7236 | Oak Wealth Advisors LLC | $208M | Q2 2026 | 7/22/2026 | 68 |
| 7237 | Capelight Capital Asset Management LP | $208M | Q2 2026 | 7/14/2026 | 38 |
| 7238 | ELCO Management Co., LLC | $208M | Q1 2026 | 4/23/2026 | 170 |
| 7239 | Summit Place Financial Advisors, LLC | $208M | Q1 2026 | 5/1/2026 | 106 |
| 7240 | Geneva Partners, LLC | $208M | Q1 2026 | 4/29/2026 | 63 |
| 7241 | STEINBERGANNA WEALTH MANAGEMENT | $208M | Q1 2026 | 4/15/2026 | 132 |
| 7242 | BlackDiamond Wealth Management, LLC | $208M | Q1 2026 | 5/12/2026 | 203 |
| 7243 | Meridian Financial Advisors, LLC | $208M | Q2 2026 | 7/22/2026 | 146 |
| 7244 | Estate Planners Group, LLC | $208M | Q1 2026 | 5/11/2026 | 73 |
| 7245 | Miller Capital Partners, Inc. | $208M | Q1 2026 | 5/14/2026 | 262 |
| 7246 | Andrews Advisory Associates, LLC | $208M | Q2 2026 | 7/17/2026 | 86 |
| 7247 | Hatteras Alternative Mutual Funds, LLC | $208M | Q1 2014 | 5/9/2014 | 150 |
| 7248 | Ma Investment Partnership, LP | $208M | Q1 2026 | 5/15/2026 | 10 |
| 7249 | Fox Hill Wealth Management | $208M | Q1 2026 | 5/12/2026 | 117 |
| 7250 | Kentucky Trust Co | $208M | Q2 2026 | 7/10/2026 | 316 |
| 7251 | MARSHWINDS ADVISORY CO | $208M | Q2 2014 | 7/15/2014 | 151 |
| 7252 | HORIZON BANCORP INC /IN/ | $208M | Q1 2026 | 4/22/2026 | 206 |
| 7253 | Kensington Investment Counsel, LLC | $208M | Q1 2026 | 5/18/2026 | 83 |
| 7254 | Hyperion Capital Advisors LP | $208M | Q1 2026 | 5/14/2026 | 68 |
| 7255 | Birchcreek Wealth Management, LLC | $208M | Q1 2026 | 5/8/2026 | 120 |
| 7256 | Piermont Capital Management Inc. | $208M | Q1 2014 | 5/8/2014 | 141 |
| 7257 | SECURITY NATIONAL BANK OF SO DAK | $207M | Q1 2026 | 5/15/2026 | 119 |
| 7258 | StepStone Group LP | $207M | Q1 2026 | 5/15/2026 | 18 |
| 7259 | CVentures, Inc. | $207M | Q4 2013 | 3/21/2014 | 1 |
| 7260 | BCK Partners, Inc. | $207M | Q2 2026 | 7/17/2026 | 28 |
| 7261 | MATRIX PRIVATE CAPITAL GROUP LLC | $207M | Q1 2026 | 5/15/2026 | 141 |
| 7262 | RWQ Financial Management Services, Inc. | $207M | Q2 2026 | 7/22/2026 | 24 |
| 7263 | CIBRA Capital Ltd | $207M | Q1 2026 | 4/24/2026 | 25 |
| 7264 | Financial Architects, Inc | $207M | Q2 2014 | 8/6/2014 | 937 |
| 7265 | Johnson Wealth Management, LLC | $207M | Q1 2026 | 4/23/2026 | 49 |
| 7266 | PLUSTICK MANAGEMENT LLC | $207M | Q1 2026 | 5/15/2026 | 21 |
| 7267 | CATALYST PRIVATE WEALTH, LLC | $207M | Q2 2026 | 7/21/2026 | 82 |
| 7268 | NorthStar Asset Management LLC /NJ/ | $207M | Q1 2026 | 5/8/2026 | 96 |
| 7269 | Tenret Co LLC | $207M | Q1 2026 | 5/27/2026 | 33 |
| 7270 | Hofer & Associates. Inc | $207M | Q2 2026 | 7/21/2026 | 70 |
| 7271 | Crestview Partners GP, L.P. | $207M | Q4 2013 | 2/12/2014 | 1 |
| 7272 | RETIREMITTEN FINANCIAL LLC | $207M | Q1 2026 | 5/14/2026 | 184 |
| 7273 | Mullaney, Keating & Wright, Inc. | $207M | Q2 2026 | 7/14/2026 | 74 |
| 7274 | Infusive Asset Management Inc. | $207M | Q1 2026 | 5/14/2026 | 32 |
| 7275 | Melia Wealth LLC | $207M | Q1 2026 | 5/8/2026 | 22 |
| 7276 | Bank of Jackson Hole Trust | $207M | Q1 2026 | 5/12/2026 | 519 |
| 7277 | TABLEAUX LLC | $206M | Q1 2026 | 5/14/2026 | 113 |
| 7278 | PACIFIC SUN FINANCIAL CORP | $206M | Q1 2026 | 5/7/2026 | 201 |
| 7279 | Andera Partners | $206M | Q2 2026 | 7/22/2026 | 8 |
| 7280 | HARVEST MANAGEMENT LLC | $206M | Q1 2026 | 5/15/2026 | 55 |
| 7281 | Selway Asset Management | $206M | Q2 2014 | 7/25/2014 | 67 |
| 7282 | Stephens Group, LLC | $206M | Q2 2026 | 7/10/2026 | 4 |
| 7283 | Accent Capital Management, LLC | $206M | Q1 2026 | 5/11/2026 | 338 |
| 7284 | Lexington Hill Partners, LLC | $206M | Q2 2026 | 7/8/2026 | 77 |
| 7285 | SUNFLOWER BANK, NA WEALTH MANAGEMENT | $206M | Q1 2014 | 5/14/2014 | 99 |
| 7286 | Taylor, Cottrill LLC | $206M | Q2 2014 | 7/22/2014 | 98 |
| 7287 | Twin Securities, Inc. | $206M | Q1 2026 | 5/15/2026 | 17 |
| 7288 | All-Stars Investment Ltd | $206M | Q1 2026 | 5/6/2026 | 4 |
| 7289 | STANCE CAPITAL LLC | $206M | Q1 2026 | 5/13/2026 | 281 |
| 7290 | Landing Point Financial Group, LLC | $206M | Q1 2026 | 5/5/2026 | 93 |
| 7291 | Alpha Family Trust | $206M | Q1 2026 | 5/13/2026 | 203 |
| 7292 | SOL Capital Management CO | $206M | Q1 2026 | 4/24/2026 | 52 |
| 7293 | Stenham Asset Management Ltd | $206M | Q1 2026 | 5/15/2026 | 18 |
| 7294 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $206M | Q1 2026 | 5/5/2026 | 97 |
| 7295 | Sachetta, LLC | $206M | Q2 2026 | 7/15/2026 | 1,025 |
| 7296 | RELATIONAL INVESTORS LLC | $206M | Q1 2014 | 6/26/2014 | 1 |
| 7297 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $206M | Q2 2026 | 7/8/2026 | 80 |
| 7298 | NEWLAND CAPITAL MANAGEMENT, LLC | $206M | Q1 2014 | 5/15/2014 | 55 |
| 7299 | MN Wealth Advisors, LLC | $206M | Q1 2026 | 4/22/2026 | 124 |
| 7300 | First City Capital Management, Inc. | $206M | Q2 2026 | 7/13/2026 | 164 |
| 7301 | JIM SAULNIER & ASSOCIATES, LLC | $205M | Q1 2026 | 4/22/2026 | 139 |
| 7302 | Fortune 45 LLC | $205M | Q1 2026 | 4/28/2026 | 39 |
| 7303 | SPRING CAPITAL MANAGEMENT, LLC | $205M | Q2 2026 | 7/14/2026 | 55 |
| 7304 | Sentinel Advisory Group, LLC | $205M | Q1 2026 | 5/14/2026 | 53 |
| 7305 | Mast Capital Management, LLC | $205M | Q1 2014 | 5/14/2014 | 8 |
| 7306 | Latko Wealth Management, Ltd. | $205M | Q1 2026 | 4/29/2026 | 36 |
| 7307 | Warburton Capital Management, LLC | $205M | Q1 2026 | 5/1/2026 | 68 |
| 7308 | Palmer Knight Co | $205M | Q1 2026 | 5/12/2026 | 32 |
| 7309 | TAM Capital Management Inc. | $205M | Q1 2026 | 5/15/2026 | 7 |
| 7310 | Lauterbach Financial Advisors, LLC | $205M | Q1 2026 | 5/14/2026 | 79 |
| 7311 | Windsor Financial Group, LLC | $205M | Q2 2014 | 7/8/2014 | 75 |
| 7312 | UDINE WEALTH MANAGEMENT, INC. | $205M | Q1 2026 | 4/14/2026 | 35 |
| 7313 | WIMMER ASSOCIATES 1, LLC | $205M | Q1 2026 | 5/15/2026 | 110 |
| 7314 | Dominick & Dominick LLC | $204M | Q1 2014 | 5/13/2014 | 189 |
| 7315 | Kapstone Financial Advisors LLC | $204M | Q1 2026 | 4/22/2026 | 154 |
| 7316 | Trademark Financial Management, LLC | $204M | Q1 2026 | 4/27/2026 | 102 |
| 7317 | Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | $204M | Q1 2026 | 6/10/2026 | 1 |
| 7318 | Concorde Asset Management, LLC | $204M | Q1 2026 | 6/1/2026 | 207 |
| 7319 | Clarity Asset Management, Inc. | $204M | Q2 2026 | 7/16/2026 | 67 |
| 7320 | Ironclad Investments LLC | $204M | Q1 2026 | 5/14/2026 | 3 |
| 7321 | 4J Wealth Management LLC | $204M | Q2 2026 | 7/21/2026 | 111 |
| 7322 | FIRST NEW YORK SECURITIES LLC /NY | $204M | Q1 2014 | 5/15/2014 | 396 |
| 7323 | Aufman Associates Inc | $204M | Q1 2026 | 5/15/2026 | 65 |
| 7324 | Guardian Wealth Management, Inc. | $204M | Q2 2026 | 7/13/2026 | 66 |
| 7325 | Optimize Financial Inc | $203M | Q1 2026 | 5/12/2026 | 297 |
| 7326 | Sage Advisory Services, Ltd.Co. | $203M | Q2 2026 | 7/22/2026 | 46 |
| 7327 | ADVISOR PARTNERS LLC | $203M | Q2 2014 | 7/31/2014 | 282 |
| 7328 | WASHBURN CAPITAL MANAGEMENT, INC. | $203M | Q2 2026 | 7/22/2026 | 56 |
| 7329 | Rachor Investment Advisory Services, LLC | $203M | Q2 2026 | 7/16/2026 | 203 |
| 7330 | True Blue (BVI) Ltd | $203M | Q1 2026 | 5/15/2026 | 3 |
| 7331 | CORNERCAP INVESTMENT COUNSEL INC | $203M | Q4 2025 | 2/13/2026 | 151 |
| 7332 | Bucket List Wealth Management, LLC | $203M | Q2 2026 | 7/16/2026 | 63 |
| 7333 | FLYWHEEL PRIVATE WEALTH LLC | $203M | Q2 2026 | 7/21/2026 | 109 |
| 7334 | Regent Investment Management LLC | $203M | Q2 2014 | 7/23/2014 | 198 |
| 7335 | Taylor & Morgan Wealth Management, LLC | $203M | Q2 2026 | 7/10/2026 | 89 |
| 7336 | Riverstone Advisors, LLC | $203M | Q1 2026 | 4/21/2026 | 74 |
| 7337 | Trevian Wealth Management LLC | $203M | Q1 2026 | 4/21/2026 | 43 |
| 7338 | DESTRIER CAPITAL MANAGEMENT LLC | $203M | Q1 2014 | 5/14/2014 | 33 |
| 7339 | iSAM Funds (UK) Ltd | $203M | Q1 2026 | 5/13/2026 | 291 |
| 7340 | Sharp Wealth Advisory, LLC | $203M | Q1 2026 | 4/27/2026 | 120 |
| 7341 | Arta Finance Wealth Management LLC | $202M | Q1 2026 | 4/20/2026 | 95 |
| 7342 | CarsonAllaria Wealth Management, Ltd. | $202M | Q1 2026 | 4/30/2026 | 69 |
| 7343 | Groupe des Assurances du Credit Mutuel | $202M | Q1 2026 | 4/30/2026 | 5 |
| 7344 | Longview Financial Advisors LLC | $202M | Q2 2026 | 7/14/2026 | 150 |
| 7345 | SkyTop Capital Management LLC | $202M | Q1 2014 | 5/15/2014 | 19 |
| 7346 | 4Thought Financial Group Inc. | $202M | Q1 2026 | 4/24/2026 | 99 |
| 7347 | Winthrop Partners - WNY, LLC | $202M | Q2 2026 | 7/15/2026 | 87 |
| 7348 | tru Independence LLC | $202M | Q1 2026 | 4/22/2026 | 102 |
| 7349 | Brendel Financial Advisors LLC | $202M | Q1 2026 | 4/15/2026 | 95 |
| 7350 | Paragon Capital Management LLC | $202M | Q1 2026 | 5/14/2026 | 57 |
| 7351 | Heritage Wealth Management, Inc. | $202M | Q1 2026 | 4/20/2026 | 157 |
| 7352 | Pointe Capital Management LLC | $202M | Q1 2026 | 5/15/2026 | 153 |
| 7353 | Bull Street Advisors, LLC | $202M | Q1 2026 | 4/24/2026 | 94 |
| 7354 | Marmo Financial Group, LLC | $202M | Q1 2026 | 4/23/2026 | 38 |
| 7355 | VNBTrust, National Association | $202M | Q2 2014 | 7/18/2014 | 133 |
| 7356 | ARWA LLC | $202M | Q1 2026 | 4/13/2026 | 149 |
| 7357 | Sowa Financial Group, Inc. | $202M | Q1 2026 | 4/15/2026 | 30 |
| 7358 | Griffith & Werner, Inc. | $202M | Q1 2026 | 4/29/2026 | 72 |
| 7359 | AB CarVal Investors, LP | $202M | Q2 2014 | 8/6/2014 | 10 |
| 7360 | Meriwether Wealth & Planning, LLC | $202M | Q2 2026 | 7/8/2026 | 122 |
| 7361 | Pomelo Capital LLC | $202M | Q1 2014 | 5/15/2014 | 84 |
| 7362 | InTrack Investment Management Inc | $202M | Q2 2026 | 7/17/2026 | 110 |
| 7363 | Brown Financial Advisory | $202M | Q1 2026 | 4/24/2026 | 49 |
| 7364 | ORSER CAPITAL MANAGEMENT, LLC | $202M | Q2 2026 | 7/7/2026 | 65 |
| 7365 | Prepared Retirement Institute LLC | $202M | Q1 2026 | 5/15/2026 | 79 |
| 7366 | Nierenberg Investment Management Company, LLC | $201M | Q1 2026 | 5/13/2026 | 46 |
| 7367 | LAM GROUP, INC. | $201M | Q2 2026 | 7/10/2026 | 139 |
| 7368 | Center For Asset Management LLC | $201M | Q1 2026 | 4/16/2026 | 144 |
| 7369 | Mountaineer Partners Management, LLC | $201M | Q1 2026 | 5/15/2026 | 16 |
| 7370 | Ategra Capital Management, LLC | $201M | Q1 2026 | 5/15/2026 | 27 |
| 7371 | Harrison Street Securities, LLC | $201M | Q1 2014 | 5/9/2014 | 29 |
| 7372 | Notis-McConarty Edward | $201M | Q1 2026 | 5/8/2026 | 81 |
| 7373 | Spectrum Investment Advisors, Inc. | $201M | Q1 2026 | 4/14/2026 | 46 |
| 7374 | LCW Services, LLC | $201M | Q1 2026 | 4/27/2026 | 39 |
| 7375 | First Bancorp, Inc /ME/ | $201M | Q1 2026 | 4/20/2026 | 132 |
| 7376 | Legacy Wealth Managment, LLC/ID | $201M | Q1 2026 | 5/7/2026 | 1,043 |
| 7377 | Beacon Financial Strategies CORP | $201M | Q2 2026 | 7/8/2026 | 209 |
| 7378 | Ridgepath Capital Management LLC | $201M | Q1 2026 | 5/7/2026 | 51 |
| 7379 | Cairn Investment Group, Inc. | $201M | Q1 2026 | 4/29/2026 | 63 |
| 7380 | Two West Capital Advisors LLC | $201M | Q2 2026 | 7/22/2026 | 101 |
| 7381 | STRAIGHTLINE GROUP LLC | $201M | Q1 2026 | 5/12/2026 | 17 |
| 7382 | CORNERSTONE ENTERPRISES, LLC | $201M | Q1 2026 | 4/22/2026 | 35 |
| 7383 | Laidlaw Group, LLC | $201M | Q2 2014 | 7/17/2014 | 83 |
| 7384 | Integrity Financial Corp /WA | $201M | Q1 2026 | 5/14/2026 | 292 |
| 7385 | Redpoint Management, LLC | $201M | Q1 2026 | 5/15/2026 | 3 |
| 7386 | Frederick Financial Consultants, LLC | $201M | Q1 2026 | 5/14/2026 | 109 |
| 7387 | CARL DOMINO INC | $201M | Q2 2014 | 7/8/2014 | 172 |
| 7388 | Perimeter Capital Partners, LLC | $201M | Q1 2014 | 5/5/2014 | 179 |
| 7389 | Forager Capital Management, LLC | $201M | Q1 2026 | 5/15/2026 | 10 |
| 7390 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $201M | Q2 2026 | 7/22/2026 | 57 |
| 7391 | Financial Freedom, LLC | $201M | Q1 2026 | 4/30/2026 | 426 |
| 7392 | Latigo Investments, LLC | $201M | Q1 2026 | 5/6/2026 | 14 |
| 7393 | EADS & HEALD WEALTH MANAGEMENT | $201M | Q1 2026 | 4/29/2026 | 140 |
| 7394 | NORTHERN CAPITAL MANAGEMENT LLC | $201M | Q1 2014 | 5/7/2014 | 148 |
| 7395 | Solano Wealth Investment Advisors LLC | $201M | Q1 2026 | 5/15/2026 | 34 |
| 7396 | Greater Midwest Financial Group, LLC | $201M | Q2 2026 | 7/15/2026 | 65 |
| 7397 | FPC INVESTMENT ADVISORY, INC. | $201M | Q1 2026 | 5/1/2026 | 34 |
| 7398 | Sycale Advisors (NY) LLC | $201M | Q1 2026 | 5/13/2026 | 18 |
| 7399 | WEST BANCORPORATION INC | $200M | Q1 2026 | 4/23/2026 | 98 |
| 7400 | Hara Capital LLC | $200M | Q1 2026 | 5/14/2026 | 311 |