Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7401 | Mohican Financial Management, LLC | $200M | Q2 2014 | 7/15/2014 | 36 |
| 7402 | Marathon Mission, Inc. | $200M | Q2 2026 | 7/1/2026 | 57 |
| 7403 | Main Line Retirement Advisors, LLC | $200M | Q1 2026 | 4/21/2026 | 48 |
| 7404 | Soviero Asset Management, LP | $200M | Q1 2026 | 5/15/2026 | 57 |
| 7405 | Boussard & Gavaudan Asset Management LP | $200M | Q2 2014 | 8/1/2014 | 111 |
| 7406 | Ravenstone Capital Management Inc. | $200M | Q1 2026 | 6/26/2026 | 55 |
| 7407 | Freshford Capital Management, LLC | $200M | Q1 2026 | 5/14/2026 | 19 |
| 7408 | AGP FRANKLIN, LLC | $200M | Q1 2026 | 4/17/2026 | 93 |
| 7409 | Guinness Atkinson Asset Management Inc | $200M | Q1 2026 | 4/21/2026 | 123 |
| 7410 | Note Advisors, LLC | $200M | Q1 2026 | 5/15/2026 | 85 |
| 7411 | Brindle & Bay Financial Advisors, LLC | $200M | Q2 2026 | 7/20/2026 | 86 |
| 7412 | Bodri Capital Management, LLC | $200M | Q1 2014 | 5/13/2014 | 45 |
| 7413 | BELLEVUE ASSET MANAGEMENT, LLC | $200M | Q1 2026 | 4/24/2026 | 369 |
| 7414 | LRZ CAPITAL LLC | $200M | Q1 2026 | 5/12/2026 | 16 |
| 7415 | ALLEN WEALTH MANAGEMENT, LLC | $200M | Q1 2026 | 5/8/2026 | 59 |
| 7416 | Kerusso Capital Management LLC | $200M | Q1 2026 | 5/13/2026 | 53 |
| 7417 | KARPAS STRATEGIES, LLC | $200M | Q2 2014 | 7/30/2014 | 119 |
| 7418 | TANDEM CAPITAL MANAGEMENT CORP /ADV | $200M | Q1 2026 | 4/16/2026 | 110 |
| 7419 | Charter Capital Management, LLC\DE | $200M | Q1 2026 | 4/27/2026 | 70 |
| 7420 | Arena Capital Advisors, LLC- CA | $200M | Q1 2026 | 5/4/2026 | 21 |
| 7421 | Sun Financial Inc | $200M | Q1 2026 | 5/15/2026 | 159 |
| 7422 | Kenmare Capital Partners, L.L.C. | $200M | Q1 2014 | 5/15/2014 | 14 |
| 7423 | Point Windward Advisors Inc. | $200M | Q1 2026 | 4/9/2026 | 94 |
| 7424 | Fortis Advisors, LLC | $200M | Q1 2026 | 5/14/2026 | 119 |
| 7425 | Fairfield University | $200M | Q1 2026 | 5/11/2026 | 4 |
| 7426 | Sitrin Capital Management LLC | $200M | Q1 2026 | 4/21/2026 | 39 |
| 7427 | BROOKS, MOORE & ASSOCIATES, INC. | $199M | Q1 2026 | 5/15/2026 | 110 |
| 7428 | Finer Wealth Management, Inc. | $199M | Q1 2026 | 5/12/2026 | 87 |
| 7429 | Signature Wealth Management Partners, LLC | $199M | Q1 2026 | 4/21/2026 | 116 |
| 7430 | LCM Capital Management Inc | $199M | Q1 2026 | 4/21/2026 | 110 |
| 7431 | Strategic Planning, Inc. | $199M | Q1 2026 | 5/18/2026 | 54 |
| 7432 | Prospera Capital Management, LLC | $199M | Q1 2026 | 4/8/2026 | 45 |
| 7433 | Park Avenue Institutional Advisers LLC | $199M | Q1 2026 | 5/5/2026 | 5 |
| 7434 | Pullen Investment Management, LLC | $199M | Q1 2026 | 4/15/2026 | 98 |
| 7435 | Dilation Capital Management LP | $199M | Q1 2026 | 4/29/2026 | 20 |
| 7436 | Riverbend Wealth Management, LLC | $199M | Q2 2026 | 7/22/2026 | 176 |
| 7437 | Plotkin Financial Advisors, LLC | $199M | Q1 2026 | 5/11/2026 | 100 |
| 7438 | CAPE ANN SAVINGS BANK | $199M | Q1 2026 | 4/27/2026 | 121 |
| 7439 | Disciplined Equity Management, Inc. | $199M | Q1 2026 | 4/28/2026 | 44 |
| 7440 | DBA TRADING, LLC | $199M | Q2 2026 | 7/20/2026 | 39 |
| 7441 | Patrick Mauro Investment Advisor, INC. | $199M | Q1 2026 | 5/6/2026 | 40 |
| 7442 | Pennant Select, LLC | $199M | Q1 2026 | 5/15/2026 | 15 |
| 7443 | Gray Private Wealth, LLC | $199M | Q1 2026 | 5/6/2026 | 50 |
| 7444 | SAGE PRIVATE WEALTH GROUP, LLC | $199M | Q1 2026 | 5/1/2026 | 97 |
| 7445 | Niatross Investments Ltd | $199M | Q1 2026 | 5/12/2026 | 1 |
| 7446 | La Francaise Forum Securities Ltd | $199M | Q1 2014 | 5/15/2014 | 54 |
| 7447 | SANBORN KILCOLLIN PARTNERS LLC | $198M | Q1 2014 | 5/13/2014 | 19 |
| 7448 | MARATHON ASSET MANAGEMENT LLP | $198M | Q2 2014 | 7/17/2014 | 7 |
| 7449 | KilterHowling LLC | $198M | Q1 2026 | 5/12/2026 | 49 |
| 7450 | Walker Asset Management, LLC | $198M | Q2 2026 | 7/10/2026 | 152 |
| 7451 | Four Tree Island Advisory LLC | $198M | Q1 2026 | 5/11/2026 | 23 |
| 7452 | True Light Capital Pte. Ltd. | $198M | Q1 2026 | 5/5/2026 | 8 |
| 7453 | Northern Capital Management, Inc. | $198M | Q2 2026 | 7/21/2026 | 50 |
| 7454 | Comprehensive Wealth Management, LLC | $198M | Q1 2026 | 5/14/2026 | 39 |
| 7455 | Steadtrust LLC | $198M | Q2 2026 | 7/9/2026 | 132 |
| 7456 | CALDWELL & ORKIN INC | $198M | Q2 2014 | 8/7/2014 | 82 |
| 7457 | PLANNING DIRECTIONS INC | $198M | Q1 2026 | 4/15/2026 | 106 |
| 7458 | AMERIFLEX GROUP, INC. | $198M | Q1 2026 | 5/15/2026 | 1,142 |
| 7459 | INSTRUMENTAL WEALTH, LLC | $198M | Q2 2026 | 7/16/2026 | 89 |
| 7460 | Everest Management Corp. | $197M | Q1 2026 | 5/6/2026 | 72 |
| 7461 | Privium Fund Management (UK) Ltd | $197M | Q1 2026 | 5/5/2026 | 20 |
| 7462 | ENTERPRISE FINANCIAL SERVICES CORP | $197M | Q1 2026 | 5/5/2026 | 167 |
| 7463 | STONEHILL CAPITAL MANAGEMENT LLC | $197M | Q1 2026 | 5/15/2026 | 15 |
| 7464 | Steelhead Wealth Management LLC | $197M | Q1 2026 | 6/15/2026 | 84 |
| 7465 | Gildi - lifeyrissjodur | $197M | Q1 2026 | 4/14/2026 | 2 |
| 7466 | ELWOOD CAPITAL PARTNERS LP | $197M | Q1 2026 | 5/14/2026 | 33 |
| 7467 | Socha Financial Group, LLC | $197M | Q1 2026 | 4/30/2026 | 14 |
| 7468 | Barnes Wealth Management Group, Inc | $197M | Q1 2026 | 5/15/2026 | 184 |
| 7469 | Optivise Advisory Services LLC | $197M | Q2 2026 | 7/13/2026 | 228 |
| 7470 | ISLAY CAPITAL MANAGEMENT, LLC | $197M | Q1 2026 | 5/14/2026 | 204 |
| 7471 | Fort Vancouver Investment Management, LLC | $197M | Q1 2026 | 5/15/2026 | 59 |
| 7472 | RLH Capital LLC | $197M | Q1 2026 | 4/28/2026 | 108 |
| 7473 | Inherent Management Corp. | $197M | Q1 2026 | 5/14/2026 | 9 |
| 7474 | OGBORNE CAPITAL MANAGEMENT, LLC | $197M | Q1 2026 | 5/15/2026 | 11 |
| 7475 | Torren Management, LLC | $197M | Q2 2026 | 7/10/2026 | 948 |
| 7476 | TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | $197M | Q2 2014 | 8/4/2014 | 4 |
| 7477 | Piedmont Capital Management, LLC | $197M | Q1 2026 | 5/15/2026 | 50 |
| 7478 | LFA - Lugano Financial Advisors SA | $197M | Q1 2026 | 5/5/2026 | 223 |
| 7479 | Cunning Capital Partners, LP | $197M | Q1 2026 | 5/13/2026 | 56 |
| 7480 | Global Wealth Management, LLC | $196M | Q2 2026 | 7/20/2026 | 47 |
| 7481 | ExodusPoint Capital Management, LP | $196M | Q1 2026 | 5/15/2026 | 41 |
| 7482 | Darden Wealth Group Inc | $196M | Q1 2026 | 5/8/2026 | 150 |
| 7483 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $196M | Q2 2026 | 7/20/2026 | 34 |
| 7484 | CYRUS CAPITAL PARTNERS, L.P. | $196M | Q1 2026 | 5/28/2026 | 6 |
| 7485 | LBJ Family Wealth Advisors, Ltd. | $196M | Q2 2026 | 7/14/2026 | 28 |
| 7486 | SWP FINANCIAL LLC | $196M | Q1 2026 | 4/17/2026 | 71 |
| 7487 | NRI Wealth Management LC | $196M | Q4 2025 | 1/22/2026 | 31 |
| 7488 | FourWorld Capital Management LLC | $196M | Q1 2026 | 5/15/2026 | 24 |
| 7489 | Algebris Investments (UK) LLP | $196M | Q1 2014 | 5/15/2014 | 63 |
| 7490 | Navis Wealth Advisors, LLC | $196M | Q1 2026 | 5/15/2026 | 175 |
| 7491 | Legacy Wealth Advisors, LLC | $196M | Q1 2026 | 5/6/2026 | 109 |
| 7492 | CONTINENTAL ADVISORS LLC | $196M | Q1 2026 | 5/15/2026 | 50 |
| 7493 | PENINSULA ASSET MANAGEMENT INC | $196M | Q1 2026 | 5/5/2026 | 53 |
| 7494 | Mirabaud Asset Management (France) SAS | $196M | Q1 2026 | 5/13/2026 | 13 |
| 7495 | AMERICAN NATIONAL BANK & TRUST CO /VA/ | $196M | Q1 2014 | 4/18/2014 | 105 |
| 7496 | AUA CAPITAL MANAGEMENT, LLC | $196M | Q1 2026 | 4/22/2026 | 80 |
| 7497 | Cerity Partners Retirement Plan Advisors LLC | $196M | Q1 2026 | 5/15/2026 | 31 |
| 7498 | McHugh Group, LLC | $196M | Q2 2026 | 7/16/2026 | 86 |
| 7499 | Tudor Financial Inc. | $196M | Q1 2026 | 5/15/2026 | 139 |
| 7500 | QUANTUM FINANCIAL PARTNERS LLC | $196M | Q2 2026 | 7/20/2026 | 153 |
| 7501 | SCHOLTZ & COMPANY, LLC | $195M | Q1 2026 | 5/15/2026 | 49 |
| 7502 | Horizon Advisory Services, Inc. | $195M | Q1 2026 | 4/22/2026 | 48 |
| 7503 | CSat Investment Advisory, L.P. | $195M | Q1 2014 | 5/15/2014 | 30 |
| 7504 | Mission Hills Financial Advisory, LLC | $195M | Q1 2026 | 5/1/2026 | 54 |
| 7505 | Revere Asset Management, Inc | $195M | Q1 2026 | 5/6/2026 | 27 |
| 7506 | International City Management Association Retirement Corp | $195M | Q1 2026 | 5/11/2026 | 6 |
| 7507 | SFM, LLC | $195M | Q2 2026 | 7/7/2026 | 69 |
| 7508 | W ADVISORS, LLC | $195M | Q1 2026 | 4/29/2026 | 141 |
| 7509 | Crestview Partners III GP, L.P. | $195M | Q1 2026 | 5/14/2026 | 2 |
| 7510 | Lantern Wealth Advisors, LLC | $195M | Q1 2026 | 5/13/2026 | 174 |
| 7511 | Trust Co of Kansas | $195M | Q2 2026 | 7/22/2026 | 59 |
| 7512 | Finivi Inc. | $195M | Q2 2026 | 7/9/2026 | 111 |
| 7513 | Private Wealth Advisors, Inc. | $195M | Q2 2014 | 8/1/2014 | 126 |
| 7514 | ALETHEA CAPITAL MANAGEMENT, LLC | $195M | Q1 2026 | 5/13/2026 | 14 |
| 7515 | WestCap Management, LLC | $195M | Q1 2026 | 5/15/2026 | 2 |
| 7516 | SECURED RETIREMENT ADVISORS, LLC | $195M | Q2 2026 | 7/16/2026 | 134 |
| 7517 | Constitution Capital LLC | $195M | Q2 2026 | 7/9/2026 | 62 |
| 7518 | Tower View Wealth Management LLC | $195M | Q1 2026 | 4/20/2026 | 204 |
| 7519 | Next Level Wealth Planning, LLC | $195M | Q1 2026 | 4/21/2026 | 73 |
| 7520 | Exit Wealth Advisors, LLC. | $195M | Q1 2026 | 5/11/2026 | 131 |
| 7521 | BIRCH FINANCIAL GROUP, LLC | $195M | Q2 2026 | 7/15/2026 | 135 |
| 7522 | EHRLICH FINANCIAL GROUP | $194M | Q2 2026 | 7/9/2026 | 119 |
| 7523 | Cassia Capital Partners, LLC | $194M | Q1 2026 | 4/24/2026 | 67 |
| 7524 | KANE INVESTMENT MANAGEMENT, INC. | $194M | Q1 2026 | 5/14/2026 | 99 |
| 7525 | Pensionfund PDN | $194M | Q2 2026 | 7/1/2026 | 76 |
| 7526 | Treasure Coast Financial Planning | $194M | Q1 2026 | 5/11/2026 | 48 |
| 7527 | Pettee Investors, Inc. | $194M | Q1 2026 | 5/4/2026 | 115 |
| 7528 | 17 CAPITAL PARTNERS, LLC | $194M | Q1 2026 | 5/13/2026 | 172 |
| 7529 | OEP CAPITAL ADVISORS, L.P. | $194M | Q1 2026 | 5/7/2026 | 1 |
| 7530 | IFS Advisors, LLC | $194M | Q1 2026 | 4/6/2026 | 217 |
| 7531 | True Vision MN LLC | $194M | Q1 2026 | 4/16/2026 | 98 |
| 7532 | Evergreen Wealth Management, LLC | $194M | Q1 2026 | 5/1/2026 | 54 |
| 7533 | Sea Cliff Partners Management, LP | $194M | Q1 2026 | 5/15/2026 | 13 |
| 7534 | HARBOUR INVESTMENT MANAGEMENT LLC | $194M | Q2 2026 | 7/22/2026 | 108 |
| 7535 | Echo45 Advisors LLC | $194M | Q2 2026 | 7/13/2026 | 78 |
| 7536 | Water Asset Management LLC | $194M | Q1 2014 | 5/14/2014 | 18 |
| 7537 | BostonPremier Wealth LLC | $194M | Q1 2026 | 4/10/2026 | 70 |
| 7538 | Ballew Advisors, Inc | $194M | Q2 2026 | 7/7/2026 | 129 |
| 7539 | Williams Financial, LLC | $194M | Q2 2026 | 7/21/2026 | 30 |
| 7540 | Mitsubishi UFJ Asset Management (UK) Ltd. | $193M | Q1 2026 | 5/8/2026 | 96 |
| 7541 | Topel & Distasi Wealth Management, LLC | $193M | Q1 2026 | 5/6/2026 | 58 |
| 7542 | McClarren Financial Advisors, Inc. | $193M | Q2 2026 | 7/17/2026 | 85 |
| 7543 | JACKSON HILL ADVISORS, LLC | $193M | Q1 2026 | 5/8/2026 | 13 |
| 7544 | waypoint wealth counsel | $193M | Q1 2026 | 4/23/2026 | 229 |
| 7545 | Exome Asset Management LLC | $193M | Q1 2026 | 5/15/2026 | 56 |
| 7546 | Stratford Consulting, LLC | $193M | Q2 2014 | 7/28/2014 | 56 |
| 7547 | Lattice Strategies LLC | $193M | Q2 2014 | 7/30/2014 | 101 |
| 7548 | Downshift Financial, LLC | $193M | Q1 2026 | 4/29/2026 | 77 |
| 7549 | SANDLER CAPITAL MANAGEMENT | $193M | Q1 2026 | 5/15/2026 | 120 |
| 7550 | Brown Shipley& Co Ltd | $193M | Q2 2026 | 7/14/2026 | 75 |
| 7551 | Cassady Wealth & Retirement Planning, LLC | $193M | Q1 2026 | 5/18/2026 | 101 |
| 7552 | PROMETHIUM ADVISORS,LLC | $193M | Q1 2026 | 4/22/2026 | 112 |
| 7553 | Galilei Investment Office LLP | $193M | Q1 2026 | 5/13/2026 | 25 |
| 7554 | QSM Asset Management Ltd | $193M | Q2 2026 | 7/16/2026 | 24 |
| 7555 | Carson Advisory Inc. | $193M | Q1 2026 | 5/7/2026 | 188 |
| 7556 | MILES CAPITAL, INC. | $193M | Q1 2014 | 5/13/2014 | 105 |
| 7557 | OmniStar Financial Group, Inc. | $193M | Q1 2026 | 5/15/2026 | 108 |
| 7558 | Athena Investment Management | $193M | Q1 2026 | 5/11/2026 | 153 |
| 7559 | Whipplewood Advisors, LLC | $193M | Q1 2026 | 4/30/2026 | 1,065 |
| 7560 | TREVOR STEWART BURTON & JACOBSEN INC | $193M | Q2 2014 | 8/7/2014 | 57 |
| 7561 | VAUGHAN & Co SECURITIES, INC. | $193M | Q1 2026 | 4/27/2026 | 58 |
| 7562 | Kingfisher Capital LLC | $192M | Q2 2014 | 8/7/2014 | 143 |
| 7563 | Emergent Wealth Advisors, LLC | $192M | Q2 2026 | 7/13/2026 | 122 |
| 7564 | VHCP Management, LLC | $192M | Q1 2014 | 5/14/2014 | 16 |
| 7565 | Gross & Hartman Investments LLC | $192M | Q1 2026 | 5/15/2026 | 72 |
| 7566 | LM Asset Management Inc. | $192M | Q1 2026 | 5/11/2026 | 10 |
| 7567 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $192M | Q1 2026 | 5/5/2026 | 113 |
| 7568 | Westview Management dba Westview Investment Advisors | $192M | Q1 2026 | 5/8/2026 | 70 |
| 7569 | Kintayl Capital LP | $192M | Q1 2026 | 5/15/2026 | 54 |
| 7570 | Cyr Financial Inc. | $192M | Q2 2026 | 7/20/2026 | 62 |
| 7571 | Sharp Capital Gestora de Recursos Ltda. | $192M | Q1 2026 | 5/15/2026 | 7 |
| 7572 | KRM WEALTH MANAGEMENT L.L.C. | $192M | Q1 2026 | 4/22/2026 | 43 |
| 7573 | Intelligent Financial Strategies | $192M | Q1 2026 | 4/28/2026 | 62 |
| 7574 | Values First Advisors, Inc. | $192M | Q1 2026 | 4/17/2026 | 179 |
| 7575 | BayBridge Capital Group, LLC | $192M | Q2 2026 | 7/14/2026 | 96 |
| 7576 | C V STARR & CO INC | $192M | Q1 2026 | 5/11/2026 | 5 |
| 7577 | RESTRUCTURING CAPITAL ASSOCIATES LP | $192M | Q1 2014 | 5/15/2014 | 19 |
| 7578 | CORRADO ADVISORS, LLC | $192M | Q1 2026 | 4/30/2026 | 115 |
| 7579 | White Wing Wealth Management | $192M | Q2 2026 | 7/8/2026 | 40 |
| 7580 | Arch Global Advisors, LLC | $192M | Q1 2026 | 4/15/2026 | 53 |
| 7581 | McCarthy Asset Management, Inc. | $192M | Q4 2025 | 2/3/2026 | 27 |
| 7582 | CINCINNATI CASUALTY CO | $191M | Q1 2026 | 5/11/2026 | 24 |
| 7583 | Prime Buchholz LLC | $191M | Q1 2026 | 5/14/2026 | 22 |
| 7584 | ATMOS ADVISORY, LLC | $191M | Q2 2026 | 7/2/2026 | 20 |
| 7585 | GRANVILLE CAPITAL, INC. | $191M | Q1 2026 | 5/11/2026 | 86 |
| 7586 | Pennsylvania State University | $191M | Q1 2026 | 5/14/2026 | 2 |
| 7587 | Lee, Kelleher & Klein Wealth Management | $191M | Q2 2026 | 7/10/2026 | 49 |
| 7588 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $191M | Q2 2026 | 7/20/2026 | 39 |
| 7589 | Magnolia Wealth Management, LLC | $191M | Q2 2026 | 7/14/2026 | 17 |
| 7590 | TFB Advisors LLC | $191M | Q1 2026 | 4/20/2026 | 180 |
| 7591 | Live Your Vision, LLC | $191M | Q2 2014 | 7/29/2014 | 41 |
| 7592 | Birch Capital Management, LLC | $191M | Q1 2026 | 4/15/2026 | 78 |
| 7593 | Mill Road Capital Management LLC | $191M | Q1 2026 | 5/15/2026 | 24 |
| 7594 | ELEVATUS WELATH MANAGEMENT | $191M | Q1 2026 | 4/15/2026 | 141 |
| 7595 | HG Vora Capital Management, LLC | $191M | Q1 2026 | 5/15/2026 | 7 |
| 7596 | Junk Investment Group, LLC | $191M | Q1 2026 | 5/8/2026 | 88 |
| 7597 | Keystone Financial Group, Inc. | $191M | Q2 2026 | 7/21/2026 | 122 |
| 7598 | GuidedMoney, LLC | $190M | Q1 2026 | 5/5/2026 | 29 |
| 7599 | GK Wealth Management LLC | $190M | Q2 2026 | 7/7/2026 | 234 |
| 7600 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $190M | Q2 2026 | 7/21/2026 | 19 |