Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7401 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $191M | Q4 2025 | 2/12/2026 | 88 |
| 7402 | Patrick Mauro Investment Advisor, INC. | $191M | Q4 2025 | 2/10/2026 | 42 |
| 7403 | Center For Asset Management LLC | $191M | Q4 2025 | 1/21/2026 | 145 |
| 7404 | Smallwood Wealth Investment Management, LLC | $191M | Q4 2025 | 1/23/2026 | 521 |
| 7405 | Coign Capital Advisors LLC | $191M | Q4 2025 | 1/20/2026 | 81 |
| 7406 | Keystone Financial Group, Inc. | $191M | Q4 2025 | 1/16/2026 | 136 |
| 7407 | Covestor Ltd | $191M | Q4 2025 | 2/6/2026 | 2,844 |
| 7408 | Live Your Vision, LLC | $191M | Q2 2014 | 7/29/2014 | 41 |
| 7409 | WEST BANCORPORATION INC | $191M | Q4 2025 | 1/29/2026 | 98 |
| 7410 | Client First Investment Management LLC | $191M | Q4 2025 | 2/9/2026 | 30 |
| 7411 | Palmer Knight Co | $191M | Q4 2025 | 2/3/2026 | 32 |
| 7412 | INCOME RESEARCH & MANAGEMENT | $190M | Q4 2025 | 1/20/2026 | 32 |
| 7413 | Foundry Financial LLC | $190M | Q4 2025 | 2/17/2026 | 67 |
| 7414 | Aurora Investment Counsel | $190M | Q4 2025 | 2/13/2026 | 106 |
| 7415 | OxenFree Capital LLC | $190M | Q4 2025 | 1/15/2026 | 48 |
| 7416 | Draper Asset Management, LLC | $190M | Q4 2025 | 1/26/2026 | 19 |
| 7417 | BEACON ADVISORS HOLDINGS, LLC | $190M | Q4 2025 | 2/27/2026 | 36 |
| 7418 | West Coast Financial LLC | $190M | Q2 2014 | 8/6/2014 | 87 |
| 7419 | Pullen Investment Management, LLC | $190M | Q4 2025 | 1/20/2026 | 97 |
| 7420 | Walser Wealth Management Company, A Ltd Liability Co | $190M | Q4 2025 | 2/23/2026 | 145 |
| 7421 | IvyRock Asset Management (HK) Ltd | $190M | Q4 2025 | 2/11/2026 | 23 |
| 7422 | FAIRFIELD, BUSH & CO. | $190M | Q4 2025 | 2/13/2026 | 115 |
| 7423 | SECOR Capital Advisors, LP | $190M | Q2 2014 | 7/23/2014 | 225 |
| 7424 | AllSquare Wealth Management LLC | $189M | Q3 2025 | 1/12/2026 | 539 |
| 7425 | Alpine Fox Capital LLC | $189M | Q4 2025 | 2/13/2026 | 20 |
| 7426 | Mission Hills Financial Advisory, LLC | $189M | Q4 2025 | 2/2/2026 | 53 |
| 7427 | First City Capital Management, Inc. | $189M | Q4 2025 | 1/14/2026 | 156 |
| 7428 | Northern Capital Management, Inc. | $189M | Q4 2025 | 2/3/2026 | 52 |
| 7429 | Gouws Capital LLC | $189M | Q4 2025 | 2/2/2026 | 55 |
| 7430 | Crystal Rock Capital Management | $189M | Q4 2025 | 1/27/2026 | 33 |
| 7431 | Envision Financial LLC | $189M | Q4 2025 | 1/7/2026 | 42 |
| 7432 | ARGYLL RESEARCH, LLC | $189M | Q2 2014 | 8/6/2014 | 4 |
| 7433 | DAG Ventures, LLC | $189M | Q4 2025 | 2/4/2026 | 3 |
| 7434 | Pennant Select, LLC | $189M | Q4 2025 | 2/17/2026 | 13 |
| 7435 | Bradley & Co. Private Wealth Management, LLC | $189M | Q4 2025 | 2/11/2026 | 216 |
| 7436 | MB Generational Wealth, LLC | $189M | Q4 2025 | 2/10/2026 | 67 |
| 7437 | SENZAR ASSET MANAGEMENT, LLC | $189M | Q1 2014 | 5/15/2014 | 18 |
| 7438 | Hofer & Associates. Inc | $189M | Q4 2025 | 1/15/2026 | 66 |
| 7439 | Oasis Advisors, LLC | $189M | Q4 2025 | 4/7/2026 | 75 |
| 7440 | HARBOUR INVESTMENT MANAGEMENT LLC | $189M | Q4 2025 | 2/12/2026 | 99 |
| 7441 | Kentucky Trust Co | $189M | Q4 2025 | 1/21/2026 | 304 |
| 7442 | Rachor Investment Advisory Services, LLC | $188M | Q4 2025 | 1/30/2026 | 429 |
| 7443 | Accel Leaders 3 Associates L.P. | $188M | Q4 2025 | 2/6/2026 | 1 |
| 7444 | GRANVILLE CAPITAL, INC. | $188M | Q4 2025 | 2/13/2026 | 84 |
| 7445 | Treasure Coast Financial Planning | $188M | Q4 2025 | 1/22/2026 | 46 |
| 7446 | Stegner Investment Associates Inc. | $188M | Q4 2025 | 1/30/2026 | 29 |
| 7447 | Spectrum Strategic Capital Management, LLC | $188M | Q4 2025 | 2/5/2026 | 78 |
| 7448 | Lantern Wealth Advisors, LLC | $188M | Q4 2025 | 2/17/2026 | 163 |
| 7449 | Buttonwood Financial Group, LLC | $188M | Q4 2025 | 1/13/2026 | 33 |
| 7450 | Yardley Wealth Management LLC | $188M | Q4 2025 | 2/5/2026 | 36 |
| 7451 | Andrews Advisory Associates, LLC | $188M | Q4 2025 | 2/18/2026 | 81 |
| 7452 | First Bancorp, Inc /ME/ | $188M | Q4 2025 | 1/26/2026 | 127 |
| 7453 | LSP Investment Advisors, LLC | $188M | Q4 2025 | 2/17/2026 | 21 |
| 7454 | Breithorn Capital Management | $188M | Q1 2014 | 5/15/2014 | 54 |
| 7455 | CLARK FINANCIAL SERVICES GROUP INC /BD | $188M | Q4 2025 | 1/6/2026 | 102 |
| 7456 | Claris Financial LLC | $188M | Q4 2025 | 2/19/2026 | 178 |
| 7457 | Elemental Capital Partners LLC | $188M | Q4 2025 | 1/16/2026 | 6 |
| 7458 | Pelham Capital Ltd. | $188M | Q4 2025 | 2/11/2026 | 11 |
| 7459 | Next Level Wealth Planning, LLC | $188M | Q4 2025 | 1/26/2026 | 66 |
| 7460 | David J Yvars Group | $188M | Q4 2025 | 1/12/2026 | 94 |
| 7461 | Trust Investment Advisors | $188M | Q4 2025 | 1/20/2026 | 91 |
| 7462 | Horizon Family Wealth, Inc. | $188M | Q4 2025 | 2/9/2026 | 83 |
| 7463 | LCW Services, LLC | $188M | Q4 2025 | 2/11/2026 | 39 |
| 7464 | Simon Charitable Public LLC | $188M | Q2 2014 | 8/1/2014 | 3 |
| 7465 | Granby Capital Management, LLC | $187M | Q4 2025 | 2/17/2026 | 18 |
| 7466 | Granite FO LLC | $187M | Q4 2025 | 2/6/2026 | 175 |
| 7467 | Sylvest Advisors, LLC | $187M | Q4 2025 | 1/20/2026 | 69 |
| 7468 | TritonPoint Partners, LLC | $187M | Q4 2025 | 2/13/2026 | 152 |
| 7469 | First County Bank /CT/ | $187M | Q1 2026 | 4/3/2026 | 162 |
| 7470 | Broadway Wealth Solutions, Inc. | $187M | Q4 2025 | 1/29/2026 | 93 |
| 7471 | GuidedMoney, LLC | $187M | Q4 2025 | 2/23/2026 | 30 |
| 7472 | RAPTOR CAPITAL MANAGEMENT LP | $187M | Q1 2014 | 5/15/2014 | 39 |
| 7473 | Fort Vancouver Investment Management, LLC | $187M | Q4 2025 | 2/6/2026 | 51 |
| 7474 | Boomfish Wealth Group, LLC | $187M | Q4 2025 | 1/21/2026 | 85 |
| 7475 | American Trust Investment Advisors, LLC | $187M | Q4 2025 | 2/17/2026 | 77 |
| 7476 | Brown Shipley& Co Ltd | $187M | Q4 2025 | 1/21/2026 | 70 |
| 7477 | Cetera Trust Company, N.A | $187M | Q4 2025 | 2/13/2026 | 358 |
| 7478 | 1248 Management, LLC | $187M | Q4 2025 | 2/13/2026 | 157 |
| 7479 | StepStone Group LP | $187M | Q4 2025 | 2/17/2026 | 23 |
| 7480 | Barnes Wealth Management Group, Inc | $187M | Q4 2025 | 2/24/2026 | 177 |
| 7481 | KMT WEALTH MANAGEMENT, LLC | $187M | Q4 2025 | 2/5/2026 | 16 |
| 7482 | Pacific Point Advisors, LLC | $187M | Q4 2025 | 1/21/2026 | 132 |
| 7483 | SUPERSTRING CAPITAL MANAGEMENT LP | $187M | Q4 2025 | 2/17/2026 | 45 |
| 7484 | DSC Advisors, L.P. | $187M | Q1 2014 | 5/15/2014 | 53 |
| 7485 | Everstar Asset Management, LLC | $187M | Q4 2025 | 2/5/2026 | 187 |
| 7486 | Baron Financial Group, LLC | $187M | Q4 2025 | 1/9/2026 | 57 |
| 7487 | MY.Alpha Management HK Advisors Ltd | $186M | Q4 2025 | 3/9/2026 | 10 |
| 7488 | J Digital 6 LLC | $186M | Q4 2025 | 2/17/2026 | 2 |
| 7489 | Investments & Financial Planning, LLC | $186M | Q4 2025 | 2/23/2026 | 37 |
| 7490 | Panoramic Capital, LLC | $186M | Q4 2025 | 2/17/2026 | 39 |
| 7491 | MRWM Advisors, LLC | $186M | Q4 2025 | 1/26/2026 | 76 |
| 7492 | Whalen Wealth Management Inc. | $186M | Q4 2025 | 1/20/2026 | 188 |
| 7493 | Walker Asset Management, LLC | $186M | Q4 2025 | 1/16/2026 | 140 |
| 7494 | CADENCE BANK NA | $186M | Q2 2014 | 8/4/2014 | 157 |
| 7495 | SAGE PRIVATE WEALTH GROUP, LLC | $186M | Q4 2025 | 1/28/2026 | 90 |
| 7496 | Financial Architects, LLC | $186M | Q4 2025 | 1/21/2026 | 30 |
| 7497 | General Motors Holdings LLC | $186M | Q4 2025 | 2/13/2026 | 5 |
| 7498 | Archer Investment Management, LLC | $186M | Q4 2025 | 1/12/2026 | 117 |
| 7499 | Waterfall Asset Management, LLC | $186M | Q4 2025 | 2/13/2026 | 17 |
| 7500 | Global Wealth Management, LLC | $186M | Q4 2025 | 1/26/2026 | 41 |
| 7501 | Base Wealth Management LLC | $186M | Q4 2025 | 1/21/2026 | 60 |
| 7502 | Greencape Capital Pty Ltd | $186M | Q4 2025 | 1/28/2026 | 1 |
| 7503 | Winthrop Partners - WNY, LLC | $186M | Q4 2025 | 3/12/2026 | 84 |
| 7504 | Merrion Investment Management Co, LLC | $186M | Q4 2025 | 2/17/2026 | 113 |
| 7505 | Semus Wealth Partners LLC | $186M | Q4 2025 | 1/27/2026 | 111 |
| 7506 | Strategic Planning, Inc. | $186M | Q4 2025 | 2/18/2026 | 52 |
| 7507 | Bullseye Asset Management LLC | $186M | Q4 2025 | 2/13/2026 | 58 |
| 7508 | HOGE FINANCIAL SERVICES, LLC | $186M | Q4 2025 | 1/29/2026 | 70 |
| 7509 | HAHN CAPITAL MANAGEMENT LLC | $185M | Q4 2025 | 2/25/2026 | 30 |
| 7510 | PROMETHIUM ADVISORS,LLC | $185M | Q4 2025 | 2/12/2026 | 116 |
| 7511 | Stephens Group, LLC | $185M | Q4 2025 | 1/6/2026 | 3 |
| 7512 | EVR Research LP | $185M | Q4 2025 | 2/17/2026 | 33 |
| 7513 | SEIDMAN LAWRENCE B | $185M | Q2 2014 | 8/11/2014 | 26 |
| 7514 | John A. Wolfe & Associates, Inc. | $185M | Q4 2025 | 3/16/2026 | 32 |
| 7515 | BCK Partners, Inc. | $185M | Q4 2025 | 1/28/2026 | 27 |
| 7516 | Robinson Value Management, Ltd. | $185M | Q4 2025 | 1/12/2026 | 74 |
| 7517 | CoreFirst Bank & Trust | $185M | Q4 2025 | 2/11/2026 | 300 |
| 7518 | Kingsman Wealth Management, Inc. | $185M | Q4 2025 | 1/22/2026 | 66 |
| 7519 | Wernau Asset Management Inc. | $185M | Q4 2025 | 1/21/2026 | 49 |
| 7520 | Cassia Capital Partners, LLC | $185M | Q4 2025 | 1/16/2026 | 63 |
| 7521 | GOLDMAN CAPITAL MANAGEMENT INC | $185M | Q1 2014 | 5/14/2014 | 31 |
| 7522 | INNEALTA CAPITAL, LLC | $185M | Q4 2025 | 1/30/2026 | 85 |
| 7523 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $185M | Q4 2025 | 1/28/2026 | 93 |
| 7524 | WESPAC Advisors, LLC | $184M | Q4 2025 | 1/14/2026 | 178 |
| 7525 | Tribune Investment Group LP | $184M | Q4 2025 | 2/12/2026 | 20 |
| 7526 | Fortis Advisors, LLC | $184M | Q4 2025 | 2/10/2026 | 122 |
| 7527 | RIDGECREST WEALTH PARTNERS, LLC | $184M | Q4 2025 | 1/22/2026 | 103 |
| 7528 | Element Squared LLC | $184M | Q4 2025 | 1/20/2026 | 49 |
| 7529 | CINQUE PARTNERS LLC | $184M | Q1 2014 | 6/2/2014 | 42 |
| 7530 | GS Investments, Inc. | $184M | Q4 2025 | 2/9/2026 | 117 |
| 7531 | RIVERCHASE WEALTH MANAGEMENT, LLC | $184M | Q4 2025 | 2/2/2026 | 73 |
| 7532 | NEW CENTURY INVESTMENT MANAGEMENT, INC | $184M | Q2 2014 | 7/18/2014 | 86 |
| 7533 | PANORAMIC INVESTMENT ADVISORS, LLC | $184M | Q4 2025 | 2/5/2026 | 126 |
| 7534 | Institutional Venture Management XII, LLC | $184M | Q2 2014 | 8/11/2014 | 1 |
| 7535 | denkapparat Operations GmbH | $184M | Q4 2025 | 2/12/2026 | 294 |
| 7536 | Vermillion & White Wealth Management Group, LLC | $184M | Q4 2025 | 2/18/2026 | 576 |
| 7537 | Attessa Capital LLC | $184M | Q1 2026 | 4/7/2026 | 35 |
| 7538 | Meridian Financial Advisors, LLC | $184M | Q4 2025 | 1/23/2026 | 141 |
| 7539 | Sage Advisory Services, Ltd.Co. | $184M | Q4 2025 | 1/28/2026 | 45 |
| 7540 | Monument Group Wealth Advisors, LLC | $183M | Q4 2025 | 1/15/2026 | 51 |
| 7541 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $183M | Q4 2025 | 1/22/2026 | 321 |
| 7542 | Motiv8 Investments LLC | $183M | Q4 2025 | 2/13/2026 | 1,068 |
| 7543 | Lynx Investment Advisory | $183M | Q4 2025 | 2/5/2026 | 166 |
| 7544 | Cromwell Holdings LLC | $183M | Q4 2025 | 1/20/2026 | 1,008 |
| 7545 | Hansen & Associates Financial Group, Inc. | $183M | Q4 2025 | 2/17/2026 | 46 |
| 7546 | Brucke Financial, Inc. | $183M | Q4 2025 | 1/12/2026 | 169 |
| 7547 | Alchemi Wealth, LLC | $183M | Q4 2025 | 2/13/2026 | 150 |
| 7548 | STRAIGHTLINE GROUP LLC | $183M | Q4 2025 | 2/9/2026 | 15 |
| 7549 | GIOVINE CAPITAL GROUP LLC | $183M | Q2 2014 | 8/8/2014 | 46 |
| 7550 | Aspen Wealth Strategies, LLC | $183M | Q4 2025 | 1/28/2026 | 83 |
| 7551 | Passumpsic Savings Bank | $183M | Q4 2025 | 2/5/2026 | 90 |
| 7552 | William B. Walkup & Associates, Inc. | $183M | Q4 2025 | 2/17/2026 | 167 |
| 7553 | Cladis Investment Advisory, LLC | $183M | Q4 2025 | 2/13/2026 | 154 |
| 7554 | Frederick Financial Consultants, LLC | $183M | Q4 2025 | 2/10/2026 | 108 |
| 7555 | Sachetta, LLC | $183M | Q4 2025 | 2/2/2026 | 1,029 |
| 7556 | WOLFF WIESE MAGANA LLC | $183M | Q4 2025 | 1/14/2026 | 945 |
| 7557 | Capasso Planning Partners LLC | $183M | Q4 2025 | 2/17/2026 | 76 |
| 7558 | FPC INVESTMENT ADVISORY, INC. | $183M | Q4 2025 | 2/10/2026 | 34 |
| 7559 | STONEBRIDGE ADVISORS LLC | $183M | Q4 2025 | 2/6/2026 | 5 |
| 7560 | 4D Advisors, LLC | $182M | Q4 2025 | 2/17/2026 | 37 |
| 7561 | KRM WEALTH MANAGEMENT L.L.C. | $182M | Q4 2025 | 4/7/2026 | 40 |
| 7562 | EIGHT 31 FINANCIAL, LLC | $182M | Q4 2025 | 2/12/2026 | 70 |
| 7563 | SARD WEALTH MANAGEMENT GROUP, LLC | $182M | Q4 2025 | 1/8/2026 | 58 |
| 7564 | SUTTON PLACE INVESTORS LLC | $182M | Q4 2025 | 1/21/2026 | 130 |
| 7565 | Stephenson & Company, Inc. | $182M | Q4 2025 | 1/27/2026 | 45 |
| 7566 | Ameraudi Asset Management, Inc. | $182M | Q4 2025 | 2/11/2026 | 45 |
| 7567 | C V STARR & CO INC | $182M | Q4 2025 | 2/9/2026 | 5 |
| 7568 | COLRAIN CAPITAL LLC | $182M | Q4 2025 | 2/12/2026 | 22 |
| 7569 | Stevens First Principles Investment Advisors | $182M | Q2 2014 | 8/7/2014 | 222 |
| 7570 | Tower Wealth Partners, Inc. | $182M | Q4 2025 | 1/16/2026 | 87 |
| 7571 | MAC Alpha Capital Management, LP | $182M | Q4 2025 | 2/17/2026 | 20 |
| 7572 | Trademark Financial Management, LLC | $182M | Q4 2025 | 1/28/2026 | 95 |
| 7573 | Clarity Asset Management, Inc. | $182M | Q4 2025 | 2/13/2026 | 246 |
| 7574 | WASHBURN CAPITAL MANAGEMENT, INC. | $182M | Q4 2025 | 1/22/2026 | 57 |
| 7575 | Integrity Investment Advisors, LLC | $182M | Q4 2025 | 2/13/2026 | 80 |
| 7576 | Cross Staff Investments Inc | $182M | Q4 2025 | 2/27/2026 | 132 |
| 7577 | HAMILTON LANE ADVISORS LLC | $182M | Q4 2025 | 1/20/2026 | 26 |
| 7578 | Robert Bosch GmbH | $181M | Q4 2025 | 2/5/2026 | 3 |
| 7579 | Independence Asset Advisors, LLC | $181M | Q4 2025 | 2/2/2026 | 18 |
| 7580 | Stilwell Value LLC | $181M | Q4 2025 | 1/29/2026 | 24 |
| 7581 | HFG Wealth Management, LLC | $181M | Q4 2025 | 1/16/2026 | 52 |
| 7582 | Longview Financial Advisors LLC | $181M | Q4 2025 | 1/14/2026 | 175 |
| 7583 | Fairbanks Capital Management, Inc. | $181M | Q4 2025 | 2/13/2026 | 57 |
| 7584 | Abingworth LLP | $181M | Q1 2014 | 5/21/2014 | 13 |
| 7585 | BankPlus Wealth Management LLC | $181M | Q4 2025 | 2/4/2026 | 111 |
| 7586 | Four Tree Island Advisory LLC | $181M | Q4 2025 | 1/30/2026 | 23 |
| 7587 | TILIA FIDUCIARY PARTNERS, INC. | $181M | Q4 2025 | 1/12/2026 | 115 |
| 7588 | Bastion Asset Management Inc. | $181M | Q4 2025 | 2/6/2026 | 35 |
| 7589 | Bayhunt Capital LLC | $181M | Q4 2025 | 1/23/2026 | 18 |
| 7590 | Axis Wealth Partners, LLC | $181M | Q4 2025 | 1/30/2026 | 166 |
| 7591 | Invicta Capital Management, LLC | $181M | Q1 2014 | 5/15/2014 | 23 |
| 7592 | Signature Equity Partners, LLC | $181M | Q4 2025 | 2/17/2026 | 1,694 |
| 7593 | J HAGAN CAPITAL, INC. | $181M | Q4 2025 | 2/17/2026 | 74 |
| 7594 | Ryan Investment Management, Inc. | $181M | Q4 2025 | 1/12/2026 | 20 |
| 7595 | Laurel Grove Capital, LLC | $181M | Q2 2014 | 7/15/2014 | 94 |
| 7596 | Deer VI & Co. LLC | $181M | Q2 2014 | 8/4/2014 | 3 |
| 7597 | Laurel Wealth Planning LLC | $180M | Q4 2025 | 1/23/2026 | 57 |
| 7598 | Buckland Partners Management Co LLC | $180M | Q4 2025 | 2/17/2026 | 104 |
| 7599 | VestGen Investment Management | $180M | Q4 2025 | 2/18/2026 | 197 |
| 7600 | Gideon Capital Advisors, Inc. | $180M | Q1 2014 | 5/15/2014 | 196 |