Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7201 | Redwood Wealth Management Group, LLC | $232M | Q1 2026 | 4/24/2026 | 169 |
| 7202 | Accent Capital Management, LLC | $231M | Q2 2026 | 8/12/2026 | 299 |
| 7203 | Notis-McConarty Edward | $231M | Q2 2026 | 8/10/2026 | 74 |
| 7204 | PEOPLES FINANCIAL SERVICES CORP. | $231M | Q2 2026 | 7/22/2026 | 270 |
| 7205 | Gray Private Wealth, LLC | $231M | Q2 2026 | 7/24/2026 | 58 |
| 7206 | InterOcean Capital, LLC | $231M | Q1 2014 | 5/15/2014 | 101 |
| 7207 | Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | $231M | Q2 2026 | 7/27/2026 | 1 |
| 7208 | N10 ASSETS, LLC | $231M | Q2 2026 | 8/17/2026 | 34 |
| 7209 | Foundry Financial Group, Inc. | $231M | Q2 2026 | 7/22/2026 | 80 |
| 7210 | VVR Holdings LLC | $231M | Q2 2026 | 7/15/2026 | 38 |
| 7211 | Founders Capital Management | $231M | Q2 2026 | 7/21/2026 | 420 |
| 7212 | Texan Capital Management | $231M | Q2 2014 | 7/30/2014 | 135 |
| 7213 | Legacy Wealth Advisors, LLC | $231M | Q2 2026 | 8/14/2026 | 148 |
| 7214 | New Millennium Group LLC | $231M | Q4 2025 | 2/6/2026 | 407 |
| 7215 | PFG Private Wealth Management, LLC | $231M | Q2 2026 | 7/23/2026 | 75 |
| 7216 | CarsonAllaria Wealth Management, Ltd. | $231M | Q2 2026 | 7/28/2026 | 71 |
| 7217 | AGP FRANKLIN, LLC | $231M | Q2 2026 | 7/30/2026 | 93 |
| 7218 | rebel Financial LLC | $231M | Q1 2026 | 4/24/2026 | 65 |
| 7219 | Cooper Capital Advisors LLC | $231M | Q2 2026 | 7/22/2026 | 41 |
| 7220 | Harold Davidson & Associates Inc. | $231M | Q2 2026 | 7/15/2026 | 59 |
| 7221 | Bullock Wealth Management Group | $231M | Q2 2026 | 8/19/2026 | 608 |
| 7222 | Note Advisors, LLC | $231M | Q2 2026 | 8/14/2026 | 86 |
| 7223 | BURRUS FINANCIAL SERVICES, INC. | $230M | Q2 2026 | 7/20/2026 | 11 |
| 7224 | Kensington Investment Counsel, LLC | $230M | Q2 2026 | 8/14/2026 | 85 |
| 7225 | Strive Financial Group ,LLC | $230M | Q2 2026 | 8/14/2026 | 854 |
| 7226 | BANYAN CAPITAL MANAGEMENT, INC. | $230M | Q2 2026 | 8/3/2026 | 55 |
| 7227 | LCM Capital Management Inc | $230M | Q2 2026 | 7/30/2026 | 129 |
| 7228 | BDFS Capital LLC | $230M | Q2 2026 | 7/15/2026 | 116 |
| 7229 | International City Management Association Retirement Corp | $230M | Q2 2026 | 8/5/2026 | 6 |
| 7230 | MATRIX PRIVATE CAPITAL GROUP LLC | $230M | Q2 2026 | 8/14/2026 | 143 |
| 7231 | Azarias Capital Management, L.P. | $230M | Q2 2026 | 7/13/2026 | 23 |
| 7232 | Integrity Investment Advisors, LLC | $230M | Q2 2026 | 7/21/2026 | 72 |
| 7233 | LCW Services, LLC | $230M | Q2 2026 | 7/30/2026 | 40 |
| 7234 | A&I FINANCIAL SERVICES, LLC | $230M | Q2 2026 | 7/9/2026 | 75 |
| 7235 | PEG CAPITAL MANAGEMENT INC /NH/ | $229M | Q2 2014 | 8/1/2014 | 35 |
| 7236 | Catalys Pacific, LLC | $229M | Q2 2026 | 8/5/2026 | 2 |
| 7237 | Highland Investment Advisors LLC | $229M | Q2 2026 | 8/13/2026 | 734 |
| 7238 | BRR OpCo, LLC | $229M | Q1 2014 | 5/13/2014 | 96 |
| 7239 | Okumus Fund Management Ltd. | $229M | Q1 2014 | 5/15/2014 | 4 |
| 7240 | BUCKINGHAM STRATEGIC WEALTH, LLC | $229M | Q2 2014 | 7/28/2014 | 176 |
| 7241 | Alhambra Investment Management LLC | $229M | Q2 2026 | 7/16/2026 | 182 |
| 7242 | Catherine Avery Investment Management LLC | $229M | Q2 2026 | 7/27/2026 | 166 |
| 7243 | Paul R. Ried Financial Group, LLC | $229M | Q2 2026 | 7/6/2026 | 47 |
| 7244 | Smallwood Wealth Investment Management, LLC | $229M | Q2 2026 | 7/23/2026 | 529 |
| 7245 | Painted Porch Advisors LLC | $229M | Q2 2026 | 7/24/2026 | 75 |
| 7246 | Asset Advisory Group, Inc. | $229M | Q2 2026 | 7/9/2026 | 125 |
| 7247 | Swift Run Capital Management, LLC | $229M | Q2 2014 | 7/28/2014 | 53 |
| 7248 | SUREVIEW CAPITAL LLC | $229M | Q1 2014 | 5/15/2014 | 23 |
| 7249 | tru Independence LLC | $229M | Q2 2026 | 8/10/2026 | 108 |
| 7250 | Innovative Asset Advisors Group, LLC | $229M | Q2 2026 | 8/5/2026 | 287 |
| 7251 | Wildcat Capital Management, LLC | $229M | Q2 2026 | 7/22/2026 | 3 |
| 7252 | DOW CHEMICAL CO /DE/ | $228M | Q2 2026 | 8/14/2026 | 4 |
| 7253 | Summit Place Financial Advisors, LLC | $228M | Q2 2026 | 7/29/2026 | 110 |
| 7254 | Moab Capital Partners LLC | $228M | Q1 2014 | 5/14/2014 | 33 |
| 7255 | Benchmark Investment Advisors LLC | $228M | Q2 2026 | 8/12/2026 | 70 |
| 7256 | VEGA ENERGY GP, LLC | $228M | Q1 2014 | 5/15/2014 | 10 |
| 7257 | MENLO ADVISORS LLC | $228M | Q2 2026 | 9/10/2026 | 30 |
| 7258 | Adalta Capital Management LLC | $228M | Q2 2026 | 8/14/2026 | 103 |
| 7259 | Artha Capital Management, Inc. | $228M | Q1 2014 | 5/15/2014 | 16 |
| 7260 | Mission Hills Financial Advisory, LLC | $228M | Q2 2026 | 8/14/2026 | 89 |
| 7261 | ParenteBeard Wealth Management, LLC | $228M | Q2 2014 | 7/23/2014 | 105 |
| 7262 | Capital Square, LLC | $228M | Q2 2026 | 8/12/2026 | 241 |
| 7263 | Castleview Partners, LLC | $228M | Q2 2026 | 7/20/2026 | 223 |
| 7264 | Beartown Capital Management, LLC | $227M | Q2 2026 | 8/14/2026 | 41 |
| 7265 | Tower View Wealth Management LLC | $227M | Q2 2026 | 7/24/2026 | 205 |
| 7266 | Signet Investment Advisory Group, Inc. | $227M | Q2 2026 | 7/29/2026 | 73 |
| 7267 | Gary Goldberg Planning Services Inc | $227M | Q2 2014 | 8/6/2014 | 418 |
| 7268 | KRM WEALTH MANAGEMENT L.L.C. | $227M | Q2 2026 | 8/7/2026 | 46 |
| 7269 | Next Level Wealth Planning, LLC | $227M | Q2 2026 | 7/30/2026 | 74 |
| 7270 | Flower City Capital | $227M | Q2 2026 | 7/7/2026 | 49 |
| 7271 | Wingate Wealth Advisors, Inc. | $227M | Q2 2026 | 7/29/2026 | 127 |
| 7272 | TFB Advisors LLC | $227M | Q2 2026 | 8/6/2026 | 190 |
| 7273 | Smith Thornton Advisors LLC | $227M | Q2 2026 | 7/14/2026 | 140 |
| 7274 | CROBAN | $227M | Q2 2026 | 8/3/2026 | 81 |
| 7275 | Sassicaia Capital Advisers LLC | $227M | Q2 2026 | 8/14/2026 | 32 |
| 7276 | Cairn Investment Group, Inc. | $227M | Q2 2026 | 7/28/2026 | 65 |
| 7277 | Wallace Foundation | $227M | Q2 2026 | 8/14/2026 | 1 |
| 7278 | WOODWARD DIVERSIFIED CAPITAL, LLC | $227M | Q2 2026 | 7/28/2026 | 181 |
| 7279 | Ridgepath Capital Management LLC | $227M | Q2 2026 | 8/20/2026 | 54 |
| 7280 | FirstWave Capital Management LLC | $227M | Q2 2026 | 8/12/2026 | 63 |
| 7281 | Mink Brook Asset Management LLC | $227M | Q2 2026 | 8/14/2026 | 52 |
| 7282 | Exchange Capital Management, Inc. | $227M | Q2 2014 | 7/3/2014 | 243 |
| 7283 | Summit Equities Inc | $226M | Q1 2014 | 5/16/2014 | 21 |
| 7284 | Oak Barrel Wealth Advisory LLC | $226M | Q2 2026 | 8/7/2026 | 86 |
| 7285 | ROBINSON CAPITAL MANAGEMENT, LLC | $226M | Q2 2026 | 8/12/2026 | 100 |
| 7286 | Gross & Hartman Investments LLC | $226M | Q2 2026 | 8/13/2026 | 80 |
| 7287 | Point Windward Advisors Inc. | $226M | Q2 2026 | 7/30/2026 | 97 |
| 7288 | Aft, Forsyth & Sober, LLC | $226M | Q1 2014 | 5/12/2014 | 40 |
| 7289 | Ariadne Wealth Management, LP | $226M | Q2 2026 | 8/13/2026 | 254 |
| 7290 | Baugh & Associates, LLC | $226M | Q2 2026 | 7/10/2026 | 42 |
| 7291 | Arch Global Advisors, LLC | $226M | Q2 2026 | 8/11/2026 | 59 |
| 7292 | Laurel Wealth Planning LLC | $226M | Q2 2026 | 7/30/2026 | 67 |
| 7293 | Charter Capital Management, LLC\DE | $226M | Q2 2026 | 7/24/2026 | 75 |
| 7294 | Junk Investment Group, LLC | $226M | Q2 2026 | 7/29/2026 | 97 |
| 7295 | True Wind Capital Management, L.P. | $226M | Q2 2026 | 7/16/2026 | 2 |
| 7296 | Disciplined Equity Management, Inc. | $226M | Q2 2026 | 7/29/2026 | 45 |
| 7297 | Sitrin Capital Management LLC | $226M | Q2 2026 | 8/3/2026 | 39 |
| 7298 | Pacific Wealth Management | $226M | Q2 2026 | 8/7/2026 | 19 |
| 7299 | Sea Cliff Partners Management, LP | $226M | Q2 2026 | 8/14/2026 | 14 |
| 7300 | SALEM CAPITAL MANAGEMENT INC | $226M | Q2 2014 | 7/17/2014 | 72 |
| 7301 | Matterhorn Capital Management, LLC | $225M | Q2 2014 | 8/8/2014 | 56 |
| 7302 | HATCH COVE CAPITAL, LLC | $225M | Q2 2026 | 7/14/2026 | 24 |
| 7303 | Chronos Wealth Management, LLC | $225M | Q2 2026 | 7/15/2026 | 38 |
| 7304 | Center For Asset Management LLC | $225M | Q2 2026 | 7/27/2026 | 151 |
| 7305 | CWC Advisors, LLC. | $225M | Q2 2026 | 7/21/2026 | 152 |
| 7306 | CVS HEALTH Corp | $225M | Q2 2026 | 8/6/2026 | 21 |
| 7307 | AQUILINE CAPITAL PARTNERS LLC | $225M | Q1 2014 | 5/15/2014 | 3 |
| 7308 | Brucke Financial, Inc. | $225M | Q2 2026 | 7/21/2026 | 175 |
| 7309 | Pennant Select, LLC | $225M | Q2 2026 | 8/14/2026 | 15 |
| 7310 | HABERER REGISTERED INVESTMENT ADVISOR INC | $225M | Q2 2014 | 7/18/2014 | 449 |
| 7311 | Wealth Science Advisors LLC | $225M | Q2 2026 | 7/8/2026 | 97 |
| 7312 | Colter Lewis Investment Partners LLC | $225M | Q2 2026 | 8/14/2026 | 114 |
| 7313 | Ciovacco Capital Management LLC | $225M | Q2 2026 | 8/7/2026 | 35 |
| 7314 | CONWAY CAPITAL MANAGEMENT, INC. | $225M | Q2 2026 | 8/7/2026 | 39 |
| 7315 | JOYN Advisors, Inc. | $224M | Q2 2014 | 8/7/2014 | 31 |
| 7316 | LuminArx Capital Management LP | $224M | Q2 2026 | 8/14/2026 | 91 |
| 7317 | Latigo Investments, LLC | $224M | Q2 2026 | 8/6/2026 | 14 |
| 7318 | Moerus Capital Management LLC | $224M | Q2 2026 | 8/13/2026 | 14 |
| 7319 | LILLEY & CO | $224M | Q2 2014 | 7/14/2014 | 105 |
| 7320 | SignalPoint Asset Management, LLC | $224M | Q2 2014 | 7/17/2014 | 167 |
| 7321 | ENDICOTT MANAGEMENT CO | $224M | Q1 2014 | 5/15/2014 | 12 |
| 7322 | Wynn Capital, LLC | $224M | Q2 2026 | 7/8/2026 | 116 |
| 7323 | Spice Expeditions, LP | $224M | Q2 2026 | 8/14/2026 | 1 |
| 7324 | LIFE LINE WEALTH MANAGEMENT LLC | $224M | Q1 2026 | 4/9/2026 | 35 |
| 7325 | GRANVILLE CAPITAL, INC. | $224M | Q2 2026 | 8/11/2026 | 86 |
| 7326 | Finer Wealth Management, Inc. | $224M | Q2 2026 | 8/3/2026 | 88 |
| 7327 | Capstone Capital Management Ltd | $224M | Q2 2026 | 7/20/2026 | 160 |
| 7328 | Oxford Wealth Group, LLC | $224M | Q2 2026 | 8/13/2026 | 89 |
| 7329 | GOANNA CAPITAL MANAGEMENT LLC | $224M | Q2 2026 | 8/14/2026 | 2 |
| 7330 | Catawba River Capital | $223M | Q2 2026 | 7/22/2026 | 24 |
| 7331 | Pointe Capital Management LLC | $223M | Q2 2026 | 8/14/2026 | 157 |
| 7332 | Spectrum Planning & Advisory Services Inc. | $223M | Q2 2026 | 7/14/2026 | 120 |
| 7333 | Twin Securities, Inc. | $223M | Q2 2026 | 8/14/2026 | 13 |
| 7334 | Noble Wealth Management PBC | $223M | Q2 2026 | 7/1/2026 | 778 |
| 7335 | State of New Jersey Common Pension Fund A | $223M | Q2 2026 | 7/27/2026 | 3 |
| 7336 | Partnervest Advisory Services LLC | $223M | Q1 2014 | 5/12/2014 | 1,046 |
| 7337 | Pureheart Capital Pte Ltd. | $223M | Q2 2026 | 8/14/2026 | 4 |
| 7338 | Cadence Wealth Management LLC | $223M | Q2 2026 | 8/12/2026 | 63 |
| 7339 | RFP Financial Group LLC | $223M | Q2 2026 | 8/14/2026 | 90 |
| 7340 | KilterHowling LLC | $223M | Q2 2026 | 8/11/2026 | 50 |
| 7341 | ASA Gold & Precious Metals Ltd | $223M | Q2 2014 | 7/25/2014 | 17 |
| 7342 | JS Capital Management LLC | $223M | Q2 2026 | 8/14/2026 | 1 |
| 7343 | Cohen Investment Advisors LLC | $223M | Q2 2026 | 7/27/2026 | 81 |
| 7344 | Vestment Financial LLC | $223M | Q2 2026 | 7/24/2026 | 41 |
| 7345 | Guinness Atkinson Asset Management Inc | $223M | Q2 2026 | 7/29/2026 | 107 |
| 7346 | BROOKS, MOORE & ASSOCIATES, INC. | $223M | Q2 2026 | 8/17/2026 | 114 |
| 7347 | MTC Wealth Management LLC | $223M | Q2 2026 | 7/31/2026 | 14 |
| 7348 | Attessa Capital LLC | $223M | Q2 2026 | 7/7/2026 | 51 |
| 7349 | Andar Capital Management HK Ltd | $223M | Q2 2026 | 8/6/2026 | 13 |
| 7350 | Timpani Capital Management LLC | $223M | Q2 2014 | 8/5/2014 | 80 |
| 7351 | Cromwell Holdings LLC | $223M | Q2 2026 | 7/13/2026 | 1,108 |
| 7352 | Socorro Asset Management LP | $223M | Q2 2026 | 8/14/2026 | 33 |
| 7353 | Downshift Financial, LLC | $223M | Q2 2026 | 8/12/2026 | 668 |
| 7354 | STERLING INVESTMENT ADVISORS LLC /ADV | $223M | Q2 2026 | 7/9/2026 | 38 |
| 7355 | Symphony Financial Services, Inc. | $223M | Q2 2026 | 7/22/2026 | 105 |
| 7356 | Tudor Financial Inc. | $222M | Q2 2026 | 8/10/2026 | 152 |
| 7357 | SAGE PRIVATE WEALTH GROUP, LLC | $222M | Q2 2026 | 8/6/2026 | 100 |
| 7358 | Ategra Capital Management, LLC | $222M | Q2 2026 | 8/14/2026 | 24 |
| 7359 | Mirabaud Asset Management (France) SAS | $222M | Q2 2026 | 8/12/2026 | 28 |
| 7360 | Whalen Wealth Management Inc. | $222M | Q2 2026 | 8/13/2026 | 195 |
| 7361 | BankPlus Wealth Management LLC | $222M | Q2 2026 | 7/17/2026 | 126 |
| 7362 | Mendel Capital Management LLC | $222M | Q2 2026 | 7/21/2026 | 99 |
| 7363 | Coign Capital Advisors LLC | $222M | Q2 2026 | 7/29/2026 | 88 |
| 7364 | PTM WEALTH MANAGEMENT, LLC | $222M | Q2 2026 | 8/6/2026 | 62 |
| 7365 | 17 CAPITAL PARTNERS, LLC | $222M | Q2 2026 | 8/6/2026 | 176 |
| 7366 | Sylvest Advisors, LLC | $222M | Q2 2026 | 7/22/2026 | 78 |
| 7367 | Lionhunter Capital Management, LLC | $222M | Q2 2026 | 8/13/2026 | 109 |
| 7368 | STEADFAST ADVISORS LP | $222M | Q1 2014 | 5/15/2014 | 52 |
| 7369 | Hyperion Capital Advisors LP | $222M | Q2 2026 | 8/13/2026 | 67 |
| 7370 | Ampersand Capital Group, L.P. | $222M | Q2 2026 | 8/14/2026 | 7 |
| 7371 | Lenox Wealth Advisors, LLC | $222M | Q2 2014 | 7/10/2014 | 186 |
| 7372 | FIRST COMMUNITY TRUST NA | $221M | Q2 2026 | 7/10/2026 | 333 |
| 7373 | Monolith Management Ltd | $221M | Q2 2026 | 8/10/2026 | 19 |
| 7374 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $221M | Q2 2026 | 8/7/2026 | 102 |
| 7375 | MWA Asset Management | $221M | Q2 2026 | 7/31/2026 | 129 |
| 7376 | WIMMER ASSOCIATES 1, LLC | $221M | Q2 2026 | 8/14/2026 | 113 |
| 7377 | Estate Planners Group, LLC | $221M | Q2 2026 | 8/13/2026 | 70 |
| 7378 | KOPP FUNDS INC | $221M | Q4 2013 | 1/21/2014 | 64 |
| 7379 | Ausbil Investment Management Ltd | $221M | Q2 2026 | 7/9/2026 | 65 |
| 7380 | Ryan Investment Management, Inc. | $221M | Q2 2026 | 7/7/2026 | 30 |
| 7381 | Irving Magee Investment Management | $221M | Q2 2014 | 8/8/2014 | 49 |
| 7382 | Ameraudi Asset Management, Inc. | $221M | Q2 2026 | 8/6/2026 | 45 |
| 7383 | R2 Capital Strategies, LLC | $221M | Q2 2026 | 7/23/2026 | 115 |
| 7384 | CASTLE CREEK CAPITAL PARTNERS IV, LP | $220M | Q2 2014 | 7/9/2014 | 11 |
| 7385 | EJMK Ventures LLC | $220M | Q2 2026 | 8/6/2026 | 162 |
| 7386 | Citadel Investment Advisory, Inc. | $220M | Q2 2026 | 7/23/2026 | 76 |
| 7387 | Prospect Capital Advisors, LLC | $220M | Q2 2026 | 8/14/2026 | 30 |
| 7388 | Metatron Capital SICAV plc - Metatron Long Term Equity Fund | $220M | Q2 2026 | 7/29/2026 | 65 |
| 7389 | DEEPWATER ASSET MANAGEMENT, LLC | $220M | Q2 2026 | 8/6/2026 | 35 |
| 7390 | UNDERHILL INVESTMENT MANAGEMENT LLC | $220M | Q2 2014 | 7/24/2014 | 23 |
| 7391 | Yardley Wealth Management LLC | $220M | Q2 2026 | 7/16/2026 | 37 |
| 7392 | One Wealth Map LLC | $220M | Q2 2026 | 7/30/2026 | 106 |
| 7393 | Lake Hills Wealth Management, LLC | $220M | Q2 2026 | 7/7/2026 | 62 |
| 7394 | W ADVISORS, LLC | $220M | Q2 2026 | 7/31/2026 | 153 |
| 7395 | ARGENTIERE CAPITAL AG | $220M | Q2 2014 | 7/14/2014 | 47 |
| 7396 | Infusive Asset Management Inc. | $220M | Q2 2026 | 8/12/2026 | 30 |
| 7397 | Solano Wealth Investment Advisors LLC | $220M | Q2 2026 | 7/29/2026 | 35 |
| 7398 | Exit Wealth Advisors, LLC. | $220M | Q2 2026 | 8/11/2026 | 150 |
| 7399 | Boomfish Wealth Group, LLC | $220M | Q2 2026 | 8/4/2026 | 95 |
| 7400 | Orion Resource Partners LP | $219M | Q2 2026 | 8/14/2026 | 24 |