Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7401 | PRIMORIS WEALTH ADVISORS, LLC | $219M | Q2 2026 | 7/29/2026 | 125 |
| 7402 | CORNERSTONE ENTERPRISES, LLC | $219M | Q2 2026 | 7/23/2026 | 42 |
| 7403 | William Marsh Rice University | $219M | Q2 2026 | 7/23/2026 | 2 |
| 7404 | CANERECTOR INC | $219M | Q2 2026 | 8/7/2026 | 9 |
| 7405 | Horizon Family Wealth, Inc. | $219M | Q2 2026 | 8/11/2026 | 93 |
| 7406 | Bull Street Advisors, LLC | $219M | Q2 2026 | 7/28/2026 | 95 |
| 7407 | Values First Advisors, Inc. | $219M | Q2 2026 | 8/4/2026 | 187 |
| 7408 | Pacific Point Advisors, LLC | $219M | Q2 2026 | 7/24/2026 | 129 |
| 7409 | Comprehensive Wealth Management, LLC | $219M | Q2 2026 | 8/12/2026 | 43 |
| 7410 | RiverPark Advisors, LLC | $219M | Q2 2026 | 7/24/2026 | 142 |
| 7411 | Sunbeam Capital Management, LLC | $219M | Q2 2026 | 7/14/2026 | 124 |
| 7412 | Whitnell & Co. | $219M | Q2 2014 | 8/7/2014 | 283 |
| 7413 | Horrell Capital Management, Inc. | $219M | Q2 2026 | 7/16/2026 | 196 |
| 7414 | Wayzata Investment Partners LLC | $219M | Q1 2014 | 5/15/2014 | 1 |
| 7415 | 7G CAPITAL MANAGEMENT, LLC | $219M | Q2 2026 | 8/13/2026 | 10 |
| 7416 | LifeGoal Investments, LLC | $218M | Q2 2026 | 7/8/2026 | 155 |
| 7417 | Union Point Advisors, LLC | $218M | Q1 2014 | 5/14/2014 | 29 |
| 7418 | PERRY CREEK CAPITAL LP | $218M | Q2 2026 | 8/14/2026 | 11 |
| 7419 | MPWM ADVISORY SOLUTIONS, LLC | $218M | Q2 2026 | 8/13/2026 | 571 |
| 7420 | Lantern Wealth Advisors, LLC | $218M | Q2 2026 | 7/28/2026 | 184 |
| 7421 | MU Investments Co., Ltd. | $218M | Q2 2014 | 7/23/2014 | 329 |
| 7422 | FIDGEON TIMOTHY F | $218M | Q2 2014 | 7/24/2014 | 124 |
| 7423 | Tiger Pacific Capital LP | $218M | Q2 2026 | 8/14/2026 | 10 |
| 7424 | FCM INVESTMENTS/TX | $218M | Q2 2014 | 7/17/2014 | 100 |
| 7425 | Saxony Capital Management, LLC | $218M | Q2 2026 | 7/15/2026 | 186 |
| 7426 | OxenFree Capital LLC | $218M | Q2 2026 | 7/8/2026 | 56 |
| 7427 | Main Line Retirement Advisors, LLC | $218M | Q2 2026 | 7/30/2026 | 49 |
| 7428 | FSA Advisors, Inc. | $218M | Q2 2026 | 8/17/2026 | 261 |
| 7429 | KING INVESTMENT ADVISORS INC/TX | $218M | Q1 2014 | 5/14/2014 | 109 |
| 7430 | RiverGlades Family Offices LLC | $218M | Q2 2026 | 8/10/2026 | 108 |
| 7431 | Galilei Investment Office LLP | $218M | Q2 2026 | 7/30/2026 | 28 |
| 7432 | Juniper Capital Advisors, L.P. | $218M | Q2 2026 | 8/14/2026 | 2 |
| 7433 | Financial Freedom, LLC | $218M | Q2 2026 | 8/5/2026 | 107 |
| 7434 | COOPER INVESTORS PTY LTD | $218M | Q2 2026 | 7/6/2026 | 39 |
| 7435 | Signature Equity Partners, LLC | $218M | Q2 2026 | 7/30/2026 | 1,571 |
| 7436 | DEFINE FINANCIAL, LLC | $218M | Q2 2026 | 7/13/2026 | 47 |
| 7437 | Carson Advisory Inc. | $218M | Q2 2026 | 8/11/2026 | 204 |
| 7438 | XXI WEALTH, LLC | $218M | Q2 2026 | 8/14/2026 | 226 |
| 7439 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $218M | Q2 2026 | 8/13/2026 | 80 |
| 7440 | Turas Capital Management LP | $218M | Q2 2026 | 8/14/2026 | 59 |
| 7441 | KOPP INVESTMENT ADVISORS LLC | $218M | Q2 2014 | 8/1/2014 | 71 |
| 7442 | RPD Fund Management LLC | $218M | Q2 2026 | 8/14/2026 | 4 |
| 7443 | WOLFF WIESE MAGANA LLC | $217M | Q2 2026 | 7/13/2026 | 1,027 |
| 7444 | Pearl Planning LLC | $217M | Q2 2026 | 7/21/2026 | 58 |
| 7445 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $217M | Q2 2026 | 7/20/2026 | 352 |
| 7446 | NEXTBio Capital Management LP | $217M | Q2 2026 | 8/14/2026 | 22 |
| 7447 | Carolina Wealth Management Inc | $217M | Q2 2026 | 8/11/2026 | 114 |
| 7448 | CORRADO ADVISORS, LLC | $217M | Q2 2026 | 7/29/2026 | 120 |
| 7449 | FLOOD GAMBLE ASSOCIATES INC | $217M | Q2 2014 | 7/29/2014 | 56 |
| 7450 | ENGLISH CAPITAL MANAGEMENT LLC | $217M | Q2 2026 | 8/4/2026 | 36 |
| 7451 | DELTA CAPITAL MANAGEMENT LLC | $217M | Q2 2026 | 7/16/2026 | 108 |
| 7452 | Envision Financial LLC | $217M | Q2 2026 | 7/10/2026 | 48 |
| 7453 | OmniStar Financial Group, Inc. | $217M | Q2 2026 | 7/27/2026 | 118 |
| 7454 | Essential Partners LLC | $217M | Q2 2026 | 8/10/2026 | 2,853 |
| 7455 | Jones Kertz & Associates, Inc. | $217M | Q2 2026 | 7/23/2026 | 66 |
| 7456 | Guardian Asset Advisors, LLC | $217M | Q2 2026 | 7/21/2026 | 124 |
| 7457 | FORTALEZA ASSET MANAGEMENT INC/ | $217M | Q2 2014 | 7/23/2014 | 214 |
| 7458 | BELLEVUE ASSET MANAGEMENT, LLC | $217M | Q2 2026 | 8/4/2026 | 578 |
| 7459 | Gateway Advisory, LLC | $217M | Q2 2014 | 8/1/2014 | 41 |
| 7460 | Chou Associates Management Inc. | $217M | Q2 2026 | 8/12/2026 | 31 |
| 7461 | Friedenthal Financial | $217M | Q2 2026 | 7/13/2026 | 254 |
| 7462 | SECURITY NATIONAL BANK OF SO DAK | $217M | Q2 2026 | 9/18/2026 | 287 |
| 7463 | Ballast Rock Private Wealth LLC | $217M | Q2 2026 | 8/10/2026 | 192 |
| 7464 | Tenzing Global Management, LLC | $216M | Q2 2026 | 8/14/2026 | 19 |
| 7465 | OMNI 360 Wealth, Inc. | $216M | Q2 2026 | 7/13/2026 | 135 |
| 7466 | Enstar Group LTD | $216M | Q2 2026 | 8/14/2026 | 9 |
| 7467 | Iguana Healthcare Management, LLC | $216M | Q1 2014 | 5/16/2014 | 74 |
| 7468 | ISLAY CAPITAL MANAGEMENT, LLC | $216M | Q2 2026 | 8/13/2026 | 231 |
| 7469 | Barnes Wealth Management Group, Inc | $216M | Q2 2026 | 7/24/2026 | 195 |
| 7470 | EnCap Energy Capital Fund X, L.P. | $216M | Q4 2025 | 2/17/2026 | 1 |
| 7471 | SWP FINANCIAL LLC | $216M | Q2 2026 | 7/24/2026 | 78 |
| 7472 | Lyon Street Capital, LLC | $216M | Q1 2014 | 5/14/2014 | 41 |
| 7473 | Paragon Capital Management LLC | $216M | Q2 2026 | 8/5/2026 | 60 |
| 7474 | GuidedMoney, LLC | $216M | Q2 2026 | 7/28/2026 | 34 |
| 7475 | Pullen Investment Management, LLC | $216M | Q2 2026 | 7/28/2026 | 98 |
| 7476 | Brendel Financial Advisors LLC | $216M | Q2 2026 | 7/31/2026 | 101 |
| 7477 | Chokshi & Queen Wealth Advisors, Inc | $216M | Q2 2026 | 8/14/2026 | 60 |
| 7478 | PLANNING DIRECTIONS INC | $216M | Q2 2026 | 8/10/2026 | 110 |
| 7479 | KENNICOTT CAPITAL MANAGEMENT LLC | $216M | Q2 2026 | 7/10/2026 | 46 |
| 7480 | Sharp Wealth Advisory, LLC | $216M | Q2 2026 | 7/24/2026 | 127 |
| 7481 | J HAGAN CAPITAL, INC. | $216M | Q2 2026 | 8/14/2026 | 92 |
| 7482 | AUA CAPITAL MANAGEMENT, LLC | $216M | Q2 2026 | 7/29/2026 | 84 |
| 7483 | PETRA FINANCIAL ADVISORS INC | $216M | Q2 2026 | 7/24/2026 | 168 |
| 7484 | FOCUS Wealth Advisors, LLC | $216M | Q2 2026 | 7/7/2026 | 61 |
| 7485 | Samson Capital Management, LLC | $216M | Q2 2014 | 8/1/2014 | 22 |
| 7486 | Capstone Wealth Management, LLC | $216M | Q2 2026 | 7/23/2026 | 188 |
| 7487 | Capital Wealth Alliance, LLC | $215M | Q2 2026 | 7/31/2026 | 99 |
| 7488 | MIDAS MANAGEMENT CORP | $215M | Q1 2014 | 5/12/2014 | 154 |
| 7489 | Hardin Capital Partners, LLC | $215M | Q2 2026 | 7/7/2026 | 141 |
| 7490 | Wealth Intelligence, LLC | $215M | Q2 2026 | 7/13/2026 | 59 |
| 7491 | TRUST & FIDUCIARY MANAGEMENT SERVICES INC | $215M | Q2 2014 | 8/8/2014 | 40 |
| 7492 | Mitsubishi UFJ Asset Management (UK) Ltd. | $215M | Q2 2026 | 7/28/2026 | 95 |
| 7493 | Franchise GP Ltd | $215M | Q2 2026 | 7/21/2026 | 39 |
| 7494 | Cornerstone Wealth Partners, LLC | $215M | Q2 2026 | 8/3/2026 | 17 |
| 7495 | Lipe & Dalton | $215M | Q2 2026 | 7/14/2026 | 94 |
| 7496 | Cassady Wealth & Retirement Planning, LLC | $215M | Q2 2026 | 7/24/2026 | 104 |
| 7497 | Destiny Capital Corp/CO | $215M | Q2 2026 | 8/10/2026 | 58 |
| 7498 | Base Wealth Management LLC | $215M | Q2 2026 | 7/22/2026 | 66 |
| 7499 | Gouws Capital LLC | $215M | Q2 2026 | 7/13/2026 | 55 |
| 7500 | Kellett Wealth Advisors, LLC | $215M | Q2 2026 | 7/23/2026 | 97 |
| 7501 | KRS Capital Management, LLC | $215M | Q2 2026 | 7/20/2026 | 124 |
| 7502 | GLR Partners, LLC | $215M | Q2 2026 | 7/27/2026 | 111 |
| 7503 | Crown Oak Advisors, LLC | $215M | Q2 2026 | 7/17/2026 | 23 |
| 7504 | GlobalBridge, Inc. | $215M | Q1 2014 | 4/8/2014 | 336 |
| 7505 | PETERSON WEALTH MANAGEMENT | $215M | Q2 2026 | 7/30/2026 | 184 |
| 7506 | RIVERCHASE WEALTH MANAGEMENT, LLC | $215M | Q2 2026 | 7/17/2026 | 79 |
| 7507 | Nipun Capital, L.P. | $215M | Q2 2026 | 7/8/2026 | 8 |
| 7508 | LifeSteps Financial, Inc. | $215M | Q2 2026 | 7/17/2026 | 792 |
| 7509 | Sowa Financial Group, Inc. | $215M | Q2 2026 | 7/28/2026 | 29 |
| 7510 | Signature Wealth Management Partners, LLC | $214M | Q2 2026 | 7/29/2026 | 122 |
| 7511 | Praesidium Investment Management Company, LLC | $214M | Q2 2026 | 8/14/2026 | 12 |
| 7512 | VAUGHAN & Co SECURITIES, INC. | $214M | Q2 2026 | 8/3/2026 | 61 |
| 7513 | Pinnacle Wealth Management Group, Inc. | $214M | Q2 2026 | 7/15/2026 | 128 |
| 7514 | Knoll Capital Management, LLC | $214M | Q2 2026 | 9/9/2026 | 37 |
| 7515 | Bayshore Capital Advisors, LLC | $214M | Q2 2026 | 7/22/2026 | 42 |
| 7516 | Kearns & Associates LLC | $214M | Q2 2026 | 7/23/2026 | 41 |
| 7517 | Holos Integrated Wealth LLC | $214M | Q2 2026 | 7/15/2026 | 378 |
| 7518 | Fort Vancouver Investment Management, LLC | $214M | Q2 2026 | 7/29/2026 | 62 |
| 7519 | Starwood Capital Group Management, L.L.C. | $214M | Q2 2026 | 8/14/2026 | 6 |
| 7520 | Successful Portfolios LLC | $214M | Q2 2026 | 7/14/2026 | 199 |
| 7521 | Broadway Wealth Solutions, Inc. | $214M | Q2 2026 | 7/13/2026 | 92 |
| 7522 | Mader & Shannon Wealth Management, Inc. | $214M | Q2 2026 | 7/7/2026 | 21 |
| 7523 | Econ Financial Services Corp | $214M | Q2 2026 | 7/23/2026 | 72 |
| 7524 | Cladis Investment Advisory, LLC | $214M | Q2 2026 | 8/13/2026 | 173 |
| 7525 | Eliot Finkel Investment Counsel, LLC | $214M | Q2 2026 | 7/31/2026 | 33 |
| 7526 | Birchview Capital, LP | $214M | Q2 2026 | 8/14/2026 | 73 |
| 7527 | Eagle Ridge Investment Management | $214M | Q2 2014 | 7/9/2014 | 58 |
| 7528 | Tassel Capital Management, Inc. | $214M | Q2 2026 | 8/7/2026 | 45 |
| 7529 | Taylor Frigon Capital Management LLC | $214M | Q2 2026 | 7/23/2026 | 93 |
| 7530 | Kingsman Wealth Management, Inc. | $214M | Q2 2026 | 7/22/2026 | 76 |
| 7531 | Fortis Advisors, LLC | $214M | Q2 2026 | 8/13/2026 | 122 |
| 7532 | KEYNOTE FINANCIAL SERVICES LLC | $214M | Q2 2026 | 8/3/2026 | 185 |
| 7533 | Ayrshire Capital Management LLC | $214M | Q2 2026 | 7/14/2026 | 50 |
| 7534 | Ararat Capital Management LP | $213M | Q2 2026 | 8/14/2026 | 17 |
| 7535 | Stephenson & Company, Inc. | $213M | Q2 2026 | 7/28/2026 | 50 |
| 7536 | Alchemi Wealth, LLC | $213M | Q2 2026 | 7/29/2026 | 168 |
| 7537 | Griffith & Werner, Inc. | $213M | Q2 2026 | 7/29/2026 | 71 |
| 7538 | HORIZON BANCORP INC /IN/ | $213M | Q2 2026 | 8/4/2026 | 197 |
| 7539 | Evergreen Wealth Management, LLC | $213M | Q2 2026 | 7/31/2026 | 55 |
| 7540 | LFG Wealth Partners, LLC | $213M | Q2 2026 | 8/4/2026 | 98 |
| 7541 | TCS CAPITAL MANAGEMENT LLC | $213M | Q1 2014 | 5/15/2014 | 37 |
| 7542 | TPH Asset Management, LLC | $213M | Q1 2014 | 5/15/2014 | 85 |
| 7543 | MAC Alpha Capital Management, LP | $213M | Q2 2026 | 9/18/2026 | 21 |
| 7544 | BIRCHBROOK, INC. | $213M | Q2 2026 | 7/8/2026 | 305 |
| 7545 | B Group, Inc. | $213M | Q2 2026 | 8/14/2026 | 19 |
| 7546 | WIT Partners Advisory Pte. Ltd. | $213M | Q2 2026 | 8/11/2026 | 16 |
| 7547 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $213M | Q2 2026 | 7/21/2026 | 91 |
| 7548 | ADVANCE CAPITAL I INC | $213M | Q2 2014 | 8/5/2014 | 130 |
| 7549 | 4Thought Financial Group Inc. | $213M | Q2 2026 | 7/28/2026 | 99 |
| 7550 | KM Capital Management Ltd. | $213M | Q2 2026 | 8/14/2026 | 48 |
| 7551 | HARVEST CAPITAL MANAGEMENT INC | $213M | Q2 2014 | 7/29/2014 | 78 |
| 7552 | KLINSKY STEVEN B | $213M | Q1 2014 | 5/15/2014 | 3 |
| 7553 | Aegis Wealth Management LLC | $213M | Q2 2026 | 8/7/2026 | 160 |
| 7554 | GERBER, LLC | $213M | Q2 2026 | 7/29/2026 | 96 |
| 7555 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $213M | Q2 2026 | 8/10/2026 | 124 |
| 7556 | First County Bank /CT/ | $213M | Q2 2026 | 7/2/2026 | 169 |
| 7557 | Industrial Alliance Investment Management Inc. | $212M | Q2 2026 | 7/29/2026 | 8 |
| 7558 | Equinox Partners Investment Management LLC | $212M | Q2 2026 | 8/14/2026 | 12 |
| 7559 | CAPE ANN SAVINGS BANK | $212M | Q2 2026 | 8/4/2026 | 113 |
| 7560 | AV PARTNERS VIII LP | $212M | Q2 2014 | 8/7/2014 | 3 |
| 7561 | AFBI LP | $212M | Q2 2026 | 8/10/2026 | 1 |
| 7562 | Blue Door Asset Management, LLC | $212M | Q2 2026 | 8/14/2026 | 21 |
| 7563 | Taconic Capital Advisors LP | $212M | Q2 2026 | 8/14/2026 | 14 |
| 7564 | Novak & Powell Financial Services, Inc. | $212M | Q2 2026 | 8/11/2026 | 171 |
| 7565 | Insight Inv LLC | $212M | Q2 2026 | 7/23/2026 | 109 |
| 7566 | Kinetic Wealth Investment Advisors LLC | $212M | Q2 2026 | 9/2/2026 | 64 |
| 7567 | STRAIGHTLINE GROUP LLC | $212M | Q2 2026 | 8/14/2026 | 19 |
| 7568 | GSI Capital Advisors LLC | $212M | Q2 2026 | 8/7/2026 | 29 |
| 7569 | Banque de Luxembourg S.A. | $212M | Q2 2026 | 7/9/2026 | 78 |
| 7570 | Sun Financial Inc | $212M | Q2 2026 | 8/11/2026 | 161 |
| 7571 | FPC INVESTMENT ADVISORY, INC. | $212M | Q2 2026 | 8/13/2026 | 36 |
| 7572 | David J Yvars Group | $212M | Q2 2026 | 7/7/2026 | 106 |
| 7573 | CLARK FINANCIAL SERVICES GROUP INC /BD | $212M | Q2 2026 | 7/15/2026 | 96 |
| 7574 | SVA Wealth Management, LLC | $212M | Q1 2014 | 5/14/2014 | 157 |
| 7575 | Addison Advisors LLC | $212M | Q2 2026 | 8/10/2026 | 707 |
| 7576 | Platinum Management (NY) LLC | $212M | Q1 2014 | 5/16/2014 | 106 |
| 7577 | Lindenwold Advisors, INC | $212M | Q3 2025 | 12/16/2025 | 110 |
| 7578 | StoryOne LLC | $212M | Q2 2026 | 7/24/2026 | 79 |
| 7579 | Panoramic Capital Partners, LLC | $212M | Q2 2026 | 8/7/2026 | 72 |
| 7580 | Merrion Investment Management Co, LLC | $211M | Q2 2026 | 7/13/2026 | 106 |
| 7581 | Henderson Brothers Financial Partners, LLC | $211M | Q2 2026 | 8/13/2026 | 77 |
| 7582 | Alpine Fox Capital LLC | $211M | Q2 2026 | 8/14/2026 | 20 |
| 7583 | American National Registered Investment Advisor, Inc. | $211M | Q2 2014 | 8/6/2014 | 227 |
| 7584 | RCS Financial Planning, LLC | $211M | Q2 2026 | 7/22/2026 | 102 |
| 7585 | Investments & Financial Planning, LLC | $211M | Q2 2026 | 8/12/2026 | 40 |
| 7586 | Kaufman Rossin Wealth, LLC | $211M | Q2 2026 | 7/16/2026 | 112 |
| 7587 | PARA ADVISORS LLC | $211M | Q1 2014 | 5/15/2014 | 35 |
| 7588 | TILIA FIDUCIARY PARTNERS, INC. | $211M | Q2 2026 | 8/18/2026 | 127 |
| 7589 | McCarthy Asset Management, Inc. | $211M | Q2 2026 | 8/10/2026 | 29 |
| 7590 | Kure Advisory, LLC | $211M | Q2 2026 | 7/27/2026 | 62 |
| 7591 | WISCONSIN CAPITAL MANAGEMENT LLC | $211M | Q2 2026 | 7/27/2026 | 47 |
| 7592 | Stegner Investment Associates Inc. | $210M | Q2 2026 | 7/24/2026 | 31 |
| 7593 | Aristotle Pacific Capital, LLC | $210M | Q2 2026 | 8/14/2026 | 5 |
| 7594 | Three Cord True Wealth Management, LLC | $210M | Q2 2026 | 7/23/2026 | 43 |
| 7595 | Beckerman Institutional, LLC | $210M | Q2 2026 | 8/11/2026 | 124 |
| 7596 | Lehman Financial Resources, Inc. | $210M | Q2 2014 | 8/8/2014 | 409 |
| 7597 | Bradley & Co. Private Wealth Management, LLC | $210M | Q2 2026 | 8/10/2026 | 221 |
| 7598 | Index Venture Growth Associates V Ltd | $210M | Q2 2026 | 8/14/2026 | 3 |
| 7599 | Baron Financial Group, LLC | $210M | Q2 2026 | 7/9/2026 | 56 |
| 7600 | FISCHER INVESTMENT STRATEGIES, LLC | $210M | Q2 2026 | 7/24/2026 | 49 |