Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7401 | VVR Holdings LLC | $194M | Q1 2026 | 4/16/2026 | 39 |
| 7402 | Water Asset Management LLC | $194M | Q1 2014 | 5/14/2014 | 18 |
| 7403 | BankPlus Wealth Management LLC | $194M | Q1 2026 | 4/21/2026 | 117 |
| 7404 | Legal Advantage Investments, Inc. | $194M | Q1 2026 | 4/20/2026 | 79 |
| 7405 | BostonPremier Wealth LLC | $194M | Q1 2026 | 4/10/2026 | 70 |
| 7406 | Mitsubishi UFJ Asset Management (UK) Ltd. | $193M | Q1 2026 | 5/8/2026 | 96 |
| 7407 | Topel & Distasi Wealth Management, LLC | $193M | Q1 2026 | 5/6/2026 | 58 |
| 7408 | JACKSON HILL ADVISORS, LLC | $193M | Q1 2026 | 5/8/2026 | 13 |
| 7409 | Broadway Wealth Solutions, Inc. | $193M | Q1 2026 | 4/21/2026 | 95 |
| 7410 | waypoint wealth counsel | $193M | Q1 2026 | 4/23/2026 | 229 |
| 7411 | Exome Asset Management LLC | $193M | Q1 2026 | 5/15/2026 | 56 |
| 7412 | Stratford Consulting, LLC | $193M | Q2 2014 | 7/28/2014 | 56 |
| 7413 | Ayrshire Capital Management LLC | $193M | Q1 2026 | 4/13/2026 | 50 |
| 7414 | Banque de Luxembourg S.A. | $193M | Q1 2026 | 4/14/2026 | 75 |
| 7415 | Lattice Strategies LLC | $193M | Q2 2014 | 7/30/2014 | 101 |
| 7416 | Downshift Financial, LLC | $193M | Q1 2026 | 4/29/2026 | 77 |
| 7417 | SANDLER CAPITAL MANAGEMENT | $193M | Q1 2026 | 5/15/2026 | 120 |
| 7418 | Cassady Wealth & Retirement Planning, LLC | $193M | Q1 2026 | 5/18/2026 | 101 |
| 7419 | PROMETHIUM ADVISORS,LLC | $193M | Q1 2026 | 4/22/2026 | 112 |
| 7420 | Galilei Investment Office LLP | $193M | Q1 2026 | 5/13/2026 | 25 |
| 7421 | Carson Advisory Inc. | $193M | Q1 2026 | 5/7/2026 | 188 |
| 7422 | MILES CAPITAL, INC. | $193M | Q1 2014 | 5/13/2014 | 105 |
| 7423 | OmniStar Financial Group, Inc. | $193M | Q1 2026 | 5/15/2026 | 108 |
| 7424 | Athena Investment Management | $193M | Q1 2026 | 5/11/2026 | 153 |
| 7425 | RCS Financial Planning, LLC | $193M | Q1 2026 | 4/21/2026 | 98 |
| 7426 | Whipplewood Advisors, LLC | $193M | Q1 2026 | 4/30/2026 | 1,065 |
| 7427 | TREVOR STEWART BURTON & JACOBSEN INC | $193M | Q2 2014 | 8/7/2014 | 57 |
| 7428 | VAUGHAN & Co SECURITIES, INC. | $193M | Q1 2026 | 4/27/2026 | 58 |
| 7429 | Kingfisher Capital LLC | $192M | Q2 2014 | 8/7/2014 | 143 |
| 7430 | Keystone Financial Group, Inc. | $192M | Q1 2026 | 4/21/2026 | 134 |
| 7431 | VHCP Management, LLC | $192M | Q1 2014 | 5/14/2014 | 16 |
| 7432 | Client First Investment Management LLC | $192M | Q1 2026 | 4/10/2026 | 16 |
| 7433 | Gross & Hartman Investments LLC | $192M | Q1 2026 | 5/15/2026 | 72 |
| 7434 | LM Asset Management Inc. | $192M | Q1 2026 | 5/11/2026 | 10 |
| 7435 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $192M | Q1 2026 | 5/5/2026 | 113 |
| 7436 | Westview Management dba Westview Investment Advisors | $192M | Q1 2026 | 5/8/2026 | 70 |
| 7437 | Kintayl Capital LP | $192M | Q1 2026 | 5/15/2026 | 54 |
| 7438 | Sharp Capital Gestora de Recursos Ltda. | $192M | Q1 2026 | 5/15/2026 | 7 |
| 7439 | KRM WEALTH MANAGEMENT L.L.C. | $192M | Q1 2026 | 4/22/2026 | 43 |
| 7440 | Intelligent Financial Strategies | $192M | Q1 2026 | 4/28/2026 | 62 |
| 7441 | RIVERCHASE WEALTH MANAGEMENT, LLC | $192M | Q1 2026 | 4/20/2026 | 73 |
| 7442 | Values First Advisors, Inc. | $192M | Q1 2026 | 4/17/2026 | 179 |
| 7443 | C V STARR & CO INC | $192M | Q1 2026 | 5/11/2026 | 5 |
| 7444 | RESTRUCTURING CAPITAL ASSOCIATES LP | $192M | Q1 2014 | 5/15/2014 | 19 |
| 7445 | CORRADO ADVISORS, LLC | $192M | Q1 2026 | 4/30/2026 | 115 |
| 7446 | Arch Global Advisors, LLC | $192M | Q1 2026 | 4/15/2026 | 53 |
| 7447 | McCarthy Asset Management, Inc. | $192M | Q4 2025 | 2/3/2026 | 27 |
| 7448 | CINCINNATI CASUALTY CO | $191M | Q1 2026 | 5/11/2026 | 24 |
| 7449 | Prime Buchholz LLC | $191M | Q1 2026 | 5/14/2026 | 22 |
| 7450 | GRANVILLE CAPITAL, INC. | $191M | Q1 2026 | 5/11/2026 | 86 |
| 7451 | Pennsylvania State University | $191M | Q1 2026 | 5/14/2026 | 2 |
| 7452 | Lipe & Dalton | $191M | Q1 2026 | 4/29/2026 | 92 |
| 7453 | TFB Advisors LLC | $191M | Q1 2026 | 4/20/2026 | 180 |
| 7454 | Live Your Vision, LLC | $191M | Q2 2014 | 7/29/2014 | 41 |
| 7455 | Birch Capital Management, LLC | $191M | Q1 2026 | 4/15/2026 | 78 |
| 7456 | Mill Road Capital Management LLC | $191M | Q1 2026 | 5/15/2026 | 24 |
| 7457 | ELEVATUS WELATH MANAGEMENT | $191M | Q1 2026 | 4/15/2026 | 141 |
| 7458 | HG Vora Capital Management, LLC | $191M | Q1 2026 | 5/15/2026 | 7 |
| 7459 | Kentucky Trust Co | $191M | Q1 2026 | 4/17/2026 | 311 |
| 7460 | Shearwater Capital LLC | $191M | Q1 2026 | 4/9/2026 | 71 |
| 7461 | Junk Investment Group, LLC | $191M | Q1 2026 | 5/8/2026 | 88 |
| 7462 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $191M | Q1 2026 | 4/21/2026 | 88 |
| 7463 | GuidedMoney, LLC | $190M | Q1 2026 | 5/5/2026 | 29 |
| 7464 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $190M | Q1 2026 | 5/4/2026 | 19 |
| 7465 | Coign Capital Advisors LLC | $190M | Q1 2026 | 5/14/2026 | 80 |
| 7466 | Rachor Investment Advisory Services, LLC | $190M | Q1 2026 | 5/7/2026 | 464 |
| 7467 | Western Standard LLC | $190M | Q1 2026 | 5/5/2026 | 23 |
| 7468 | Resolute Capital Asset Partners LLC | $190M | Q1 2026 | 5/15/2026 | 41 |
| 7469 | Harspring Capital Management, LLC | $190M | Q1 2026 | 5/13/2026 | 14 |
| 7470 | Harrington Investments, INC | $190M | Q1 2026 | 4/13/2026 | 84 |
| 7471 | Green Ridge Wealth Planning LLC | $190M | Q1 2026 | 4/10/2026 | 86 |
| 7472 | Camarda Financial Advisors, LLC | $190M | Q1 2026 | 5/14/2026 | 104 |
| 7473 | Andrews Advisory Associates, LLC | $190M | Q1 2026 | 5/14/2026 | 82 |
| 7474 | West Coast Financial LLC | $190M | Q2 2014 | 8/6/2014 | 87 |
| 7475 | BEACONLIGHT CAPITAL, LLC | $190M | Q1 2026 | 5/14/2026 | 34 |
| 7476 | Leslie Global Wealth, LLC | $190M | Q1 2026 | 5/15/2026 | 79 |
| 7477 | Smallwood Wealth Investment Management, LLC | $190M | Q1 2026 | 4/22/2026 | 527 |
| 7478 | Sheridan Capital Management, LLC | $190M | Q1 2026 | 4/28/2026 | 31 |
| 7479 | Bradley & Co. Private Wealth Management, LLC | $190M | Q1 2026 | 5/13/2026 | 215 |
| 7480 | Financial Architects, LLC | $190M | Q1 2026 | 4/21/2026 | 25 |
| 7481 | Laurel Wealth Planning LLC | $190M | Q1 2026 | 4/23/2026 | 59 |
| 7482 | Pacific Point Advisors, LLC | $190M | Q1 2026 | 5/4/2026 | 133 |
| 7483 | SECOR Capital Advisors, LP | $190M | Q2 2014 | 7/23/2014 | 225 |
| 7484 | AllSquare Wealth Management LLC | $189M | Q3 2025 | 1/12/2026 | 539 |
| 7485 | Steffes Financial, Ltd. | $189M | Q1 2026 | 5/15/2026 | 32 |
| 7486 | PRAGMA GESTAO DE PATRIMONIO LTD | $189M | Q1 2026 | 5/14/2026 | 18 |
| 7487 | Horizon Family Wealth, Inc. | $189M | Q1 2026 | 5/8/2026 | 88 |
| 7488 | North Berkeley Wealth Management, LLC | $189M | Q1 2026 | 5/15/2026 | 73 |
| 7489 | ARGYLL RESEARCH, LLC | $189M | Q2 2014 | 8/6/2014 | 4 |
| 7490 | Fortitude Financial, LLC | $189M | Q1 2026 | 4/23/2026 | 39 |
| 7491 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $189M | Q1 2026 | 5/11/2026 | 510 |
| 7492 | Gouws Capital LLC | $189M | Q1 2026 | 5/12/2026 | 58 |
| 7493 | SENZAR ASSET MANAGEMENT, LLC | $189M | Q1 2014 | 5/15/2014 | 18 |
| 7494 | Wasserstein Management, L.P. | $189M | Q1 2026 | 5/15/2026 | 4 |
| 7495 | MPWM ADVISORY SOLUTIONS, LLC | $189M | Q1 2026 | 5/13/2026 | 577 |
| 7496 | Two West Capital Advisors LLC | $189M | Q1 2026 | 5/4/2026 | 96 |
| 7497 | PTM WEALTH MANAGEMENT, LLC | $189M | Q1 2026 | 4/8/2026 | 56 |
| 7498 | First City Capital Management, Inc. | $189M | Q1 2026 | 4/17/2026 | 160 |
| 7499 | Midwest Financial Partners Investments, Inc. | $189M | Q1 2026 | 4/23/2026 | 76 |
| 7500 | Strive Financial Group ,LLC | $189M | Q1 2026 | 5/15/2026 | 762 |
| 7501 | Grant Private Wealth Management Inc | $188M | Q1 2026 | 4/14/2026 | 154 |
| 7502 | Jones Kertz & Associates, Inc. | $188M | Q1 2026 | 4/23/2026 | 66 |
| 7503 | Beckerman Institutional, LLC | $188M | Q1 2026 | 5/4/2026 | 121 |
| 7504 | American Alpha Advisors, LLC | $188M | Q1 2026 | 5/14/2026 | 96 |
| 7505 | Axis Wealth Partners, LLC | $188M | Q1 2026 | 4/24/2026 | 174 |
| 7506 | Sylvest Advisors, LLC | $188M | Q1 2026 | 4/22/2026 | 70 |
| 7507 | KEYNOTE FINANCIAL SERVICES LLC | $188M | Q1 2026 | 5/13/2026 | 174 |
| 7508 | Breithorn Capital Management | $188M | Q1 2014 | 5/15/2014 | 54 |
| 7509 | Everstar Asset Management, LLC | $188M | Q1 2026 | 4/16/2026 | 186 |
| 7510 | CLEARFIELD CAPITAL MANAGEMENT LP | $188M | Q1 2026 | 5/15/2026 | 17 |
| 7511 | Starwood Capital Group Management, L.L.C. | $188M | Q1 2026 | 5/15/2026 | 6 |
| 7512 | Winthrop Partners - WNY, LLC | $188M | Q1 2026 | 5/7/2026 | 87 |
| 7513 | Simon Charitable Public LLC | $188M | Q2 2014 | 8/1/2014 | 3 |
| 7514 | Destiny Capital Corp/CO | $188M | Q1 2026 | 5/11/2026 | 53 |
| 7515 | Independence Wealth Advisors, LLC | $188M | Q1 2026 | 4/20/2026 | 90 |
| 7516 | Davidson Kahn Capital Management, LLC | $188M | Q1 2026 | 4/22/2026 | 62 |
| 7517 | Aspen Wealth Strategies, LLC | $187M | Q1 2026 | 5/8/2026 | 89 |
| 7518 | Boomfish Wealth Group, LLC | $187M | Q1 2026 | 4/22/2026 | 87 |
| 7519 | First County Bank /CT/ | $187M | Q1 2026 | 4/3/2026 | 162 |
| 7520 | Transmarket Holdings LP | $187M | Q1 2026 | 5/13/2026 | 39 |
| 7521 | RAPTOR CAPITAL MANAGEMENT LP | $187M | Q1 2014 | 5/15/2014 | 39 |
| 7522 | Chokshi & Queen Wealth Advisors, Inc | $187M | Q1 2026 | 5/15/2026 | 64 |
| 7523 | Wingate Wealth Advisors, Inc. | $187M | Q1 2026 | 5/1/2026 | 121 |
| 7524 | EQUITEC PROPRIETARY MARKETS, LLC | $187M | Q1 2026 | 5/11/2026 | 81 |
| 7525 | Pearl Planning LLC | $187M | Q1 2026 | 4/30/2026 | 52 |
| 7526 | Carroll Investors, Inc | $187M | Q1 2026 | 5/15/2026 | 31 |
| 7527 | BEACON ADVISORS HOLDINGS, LLC | $187M | Q1 2026 | 4/27/2026 | 37 |
| 7528 | Darwins River Capital, LP | $187M | Q1 2026 | 5/15/2026 | 38 |
| 7529 | HOGE FINANCIAL SERVICES, LLC | $187M | Q1 2026 | 4/20/2026 | 72 |
| 7530 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $187M | Q1 2026 | 4/29/2026 | 55 |
| 7531 | Whalen Wealth Management Inc. | $187M | Q1 2026 | 4/13/2026 | 174 |
| 7532 | AMANSA CAPITAL PTE. LTD. | $187M | Q1 2026 | 4/30/2026 | 2 |
| 7533 | Hurley Capital, LLC | $187M | Q1 2026 | 5/6/2026 | 673 |
| 7534 | DSC Advisors, L.P. | $187M | Q1 2014 | 5/15/2014 | 53 |
| 7535 | Oakum Bay Capital LLC | $187M | Q1 2026 | 5/14/2026 | 88 |
| 7536 | Signature Equity Partners, LLC | $186M | Q1 2026 | 5/13/2026 | 1,550 |
| 7537 | Cederberg Capital Ltd | $186M | Q1 2026 | 5/15/2026 | 11 |
| 7538 | Battery Global Advisors, LLC | $186M | Q1 2026 | 5/14/2026 | 154 |
| 7539 | Aubrey Capital Management Ltd | $186M | Q1 2026 | 5/5/2026 | 50 |
| 7540 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | $186M | Q1 2026 | 4/21/2026 | 14 |
| 7541 | Greater Midwest Financial Group, LLC | $186M | Q1 2026 | 4/24/2026 | 65 |
| 7542 | Rings Capital Management LLC | $186M | Q1 2026 | 5/15/2026 | 7 |
| 7543 | BANTAMAC CAPITAL, LLC | $186M | Q1 2026 | 5/11/2026 | 74 |
| 7544 | Hofer & Associates. Inc | $186M | Q1 2026 | 4/21/2026 | 64 |
| 7545 | STRATEGIC VALUE BANK PARTNERS LLC | $186M | Q1 2026 | 4/28/2026 | 14 |
| 7546 | Merrion Investment Management Co, LLC | $186M | Q1 2026 | 4/23/2026 | 109 |
| 7547 | CADENCE BANK NA | $186M | Q2 2014 | 8/4/2014 | 157 |
| 7548 | Meixler Investment Management, Ltd. | $186M | Q1 2026 | 5/6/2026 | 93 |
| 7549 | Pacific Wealth Management | $186M | Q1 2026 | 5/5/2026 | 20 |
| 7550 | Kearns & Associates LLC | $186M | Q1 2026 | 4/20/2026 | 40 |
| 7551 | Envision Financial LLC | $186M | Q1 2026 | 4/16/2026 | 46 |
| 7552 | Spectrum Strategic Capital Management, LLC | $186M | Q1 2026 | 5/14/2026 | 76 |
| 7553 | Loudon Investment Management, LLC | $186M | Q1 2026 | 5/11/2026 | 95 |
| 7554 | Hansen & Associates Financial Group, Inc. | $186M | Q1 2026 | 5/11/2026 | 42 |
| 7555 | Novak & Powell Financial Services, Inc. | $186M | Q1 2026 | 5/14/2026 | 164 |
| 7556 | PACIFIC FINANCIAL GROUP INC | $186M | Q1 2026 | 5/14/2026 | 87 |
| 7557 | Graney & King, LLC | $186M | Q1 2026 | 5/18/2026 | 370 |
| 7558 | Financial Alternatives, Inc | $185M | Q1 2026 | 5/1/2026 | 79 |
| 7559 | PINNEY & SCOFIELD, INC. | $185M | Q1 2026 | 5/15/2026 | 243 |
| 7560 | Baron Financial Group, LLC | $185M | Q1 2026 | 4/9/2026 | 53 |
| 7561 | J HAGAN CAPITAL, INC. | $185M | Q1 2026 | 5/12/2026 | 83 |
| 7562 | Valley Financial Group, Inc. | $185M | Q1 2026 | 5/15/2026 | 63 |
| 7563 | SEIDMAN LAWRENCE B | $185M | Q2 2014 | 8/11/2014 | 26 |
| 7564 | BCK Partners, Inc. | $185M | Q1 2026 | 4/27/2026 | 26 |
| 7565 | CoreFirst Bank & Trust | $185M | Q4 2025 | 2/11/2026 | 300 |
| 7566 | PANORAMIC INVESTMENT ADVISORS, LLC | $185M | Q1 2026 | 5/12/2026 | 130 |
| 7567 | Walker Asset Management, LLC | $185M | Q1 2026 | 4/24/2026 | 145 |
| 7568 | Arcadia Wealth Management, Inc. | $185M | Q1 2026 | 5/14/2026 | 55 |
| 7569 | GOLDMAN CAPITAL MANAGEMENT INC | $185M | Q1 2014 | 5/14/2014 | 31 |
| 7570 | CATALYST PRIVATE WEALTH, LLC | $185M | Q1 2026 | 4/13/2026 | 76 |
| 7571 | CLARK FINANCIAL SERVICES GROUP INC /BD | $185M | Q1 2026 | 5/7/2026 | 111 |
| 7572 | Kellett Wealth Advisors, LLC | $184M | Q1 2026 | 5/4/2026 | 79 |
| 7573 | MRWM Advisors, LLC | $184M | Q1 2026 | 4/20/2026 | 74 |
| 7574 | Forum Finance Group S.A. | $184M | Q1 2026 | 5/7/2026 | 321 |
| 7575 | Stephenson & Company, Inc. | $184M | Q1 2026 | 5/12/2026 | 43 |
| 7576 | ARRIEN INVESTMENTS, INC. | $184M | Q1 2026 | 4/27/2026 | 46 |
| 7577 | Sachetta, LLC | $184M | Q1 2026 | 5/1/2026 | 1,074 |
| 7578 | Integrity Investment Advisors, LLC | $184M | Q1 2026 | 4/29/2026 | 74 |
| 7579 | CASTLEKEEP INVESTMENT ADVISORS LLC | $184M | Q1 2026 | 5/11/2026 | 66 |
| 7580 | Index Venture Growth Associates V Ltd | $184M | Q1 2026 | 5/15/2026 | 3 |
| 7581 | DEFINE FINANCIAL, LLC | $184M | Q1 2026 | 4/14/2026 | 41 |
| 7582 | CINQUE PARTNERS LLC | $184M | Q1 2014 | 6/2/2014 | 42 |
| 7583 | GSI Capital Advisors LLC | $184M | Q1 2026 | 5/14/2026 | 29 |
| 7584 | HARBOUR INVESTMENT MANAGEMENT LLC | $184M | Q1 2026 | 4/23/2026 | 101 |
| 7585 | P SCHOENFELD ASSET MANAGEMENT LP | $184M | Q1 2026 | 5/15/2026 | 35 |
| 7586 | Tassel Capital Management, Inc. | $184M | Q1 2026 | 4/21/2026 | 37 |
| 7587 | NEW CENTURY INVESTMENT MANAGEMENT, INC | $184M | Q2 2014 | 7/18/2014 | 86 |
| 7588 | Nutshell Asset Management Ltd | $184M | Q1 2026 | 5/14/2026 | 35 |
| 7589 | KMT WEALTH MANAGEMENT, LLC | $184M | Q1 2026 | 5/12/2026 | 17 |
| 7590 | Longview Financial Advisors LLC | $184M | Q1 2026 | 4/20/2026 | 157 |
| 7591 | Institutional Venture Management XII, LLC | $184M | Q2 2014 | 8/11/2014 | 1 |
| 7592 | RFP Financial Group LLC | $184M | Q1 2026 | 5/13/2026 | 85 |
| 7593 | Ameraudi Asset Management, Inc. | $184M | Q1 2026 | 5/15/2026 | 42 |
| 7594 | SARD WEALTH MANAGEMENT GROUP, LLC | $184M | Q1 2026 | 4/10/2026 | 60 |
| 7595 | Eliot Finkel Investment Counsel, LLC | $184M | Q1 2026 | 4/27/2026 | 32 |
| 7596 | Attessa Capital LLC | $184M | Q1 2026 | 4/7/2026 | 35 |
| 7597 | Monashee Investment Management LLC | $184M | Q1 2026 | 5/13/2026 | 45 |
| 7598 | Investments & Financial Planning, LLC | $184M | Q1 2026 | 5/11/2026 | 36 |
| 7599 | Kure Advisory, LLC | $184M | Q1 2026 | 4/16/2026 | 56 |
| 7600 | General Catalyst Group Management, LLC | $184M | Q1 2026 | 5/15/2026 | 12 |