Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7801 | SEG Family Corp. | $199M | Q2 2026 | 8/13/2026 | 1 |
| 7802 | Strategic Planning, Inc. | $199M | Q1 2026 | 5/18/2026 | 54 |
| 7803 | All-Stars Investment Ltd | $199M | Q2 2026 | 8/6/2026 | 11 |
| 7804 | Riverbend Wealth Management, LLC | $199M | Q2 2026 | 7/22/2026 | 176 |
| 7805 | Patrick Mauro Investment Advisor, INC. | $199M | Q2 2026 | 8/10/2026 | 38 |
| 7806 | DBA TRADING, LLC | $199M | Q2 2026 | 7/20/2026 | 39 |
| 7807 | McBroom & Associates, LLC | $199M | Q2 2026 | 7/29/2026 | 37 |
| 7808 | VIAWEALTH, LLC | $199M | Q2 2026 | 8/11/2026 | 167 |
| 7809 | Park Avenue Institutional Advisers LLC | $199M | Q2 2026 | 8/4/2026 | 2 |
| 7810 | La Francaise Forum Securities Ltd | $199M | Q1 2014 | 5/15/2014 | 54 |
| 7811 | Milestone Asset Management Group, LLC | $199M | Q2 2026 | 7/30/2026 | 133 |
| 7812 | AOZORA BANK, LTD. | $199M | Q2 2026 | 7/30/2026 | 1 |
| 7813 | Hilton Head Capital Partners, LLC | $198M | Q2 2026 | 7/27/2026 | 912 |
| 7814 | ARRIEN INVESTMENTS, INC. | $198M | Q2 2026 | 7/30/2026 | 44 |
| 7815 | SANBORN KILCOLLIN PARTNERS LLC | $198M | Q1 2014 | 5/13/2014 | 19 |
| 7816 | MARATHON ASSET MANAGEMENT LLP | $198M | Q2 2014 | 7/17/2014 | 7 |
| 7817 | Walker Asset Management, LLC | $198M | Q2 2026 | 7/10/2026 | 152 |
| 7818 | Oceanside Advisors LLC | $198M | Q2 2026 | 7/27/2026 | 57 |
| 7819 | OneAscent Family Office, LLC | $198M | Q2 2026 | 8/11/2026 | 250 |
| 7820 | Frazier Financial Advisors, LLC | $198M | Q2 2026 | 8/10/2026 | 619 |
| 7821 | Piedmont Capital Management, LLC | $198M | Q2 2026 | 8/13/2026 | 58 |
| 7822 | Steadtrust LLC | $198M | Q2 2026 | 7/9/2026 | 132 |
| 7823 | Cornerstone Wealth, LLC/TN | $198M | Q2 2026 | 7/29/2026 | 102 |
| 7824 | Alamar Capital Management, LLC | $198M | Q2 2026 | 8/7/2026 | 88 |
| 7825 | Draper Asset Management, LLC | $198M | Q2 2026 | 8/12/2026 | 16 |
| 7826 | Vermillion & White Wealth Management Group, LLC | $198M | Q2 2026 | 8/18/2026 | 69 |
| 7827 | CALDWELL & ORKIN INC | $198M | Q2 2014 | 8/7/2014 | 82 |
| 7828 | INSTRUMENTAL WEALTH, LLC | $198M | Q2 2026 | 7/16/2026 | 89 |
| 7829 | Prospect Financial Services LLC | $197M | Q2 2026 | 8/6/2026 | 115 |
| 7830 | Point Nemo Capital, LLC | $197M | Q2 2026 | 8/7/2026 | 188 |
| 7831 | LRZ CAPITAL LLC | $197M | Q2 2026 | 8/3/2026 | 18 |
| 7832 | JACKSON HILL ADVISORS, LLC | $197M | Q2 2026 | 8/4/2026 | 13 |
| 7833 | Gildi - lifeyrissjodur | $197M | Q1 2026 | 4/14/2026 | 2 |
| 7834 | AFFINITY INVESTMENT ADVISORS, LLC | $197M | Q2 2026 | 8/5/2026 | 140 |
| 7835 | Optivise Advisory Services LLC | $197M | Q2 2026 | 7/13/2026 | 228 |
| 7836 | United Financial Planning Group LLC | $197M | Q2 2026 | 8/6/2026 | 465 |
| 7837 | HG Vora Capital Management, LLC | $197M | Q2 2026 | 8/14/2026 | 5 |
| 7838 | Bullseye Asset Management LLC | $197M | Q2 2026 | 8/12/2026 | 56 |
| 7839 | Torren Management, LLC | $197M | Q2 2026 | 7/10/2026 | 948 |
| 7840 | TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | $197M | Q2 2014 | 8/4/2014 | 4 |
| 7841 | Radcliff Management LLC | $197M | Q2 2026 | 8/14/2026 | 1 |
| 7842 | Arbiter Partners Capital Management LLC | $197M | Q2 2026 | 9/15/2026 | 44 |
| 7843 | Rings Capital Management LLC | $197M | Q2 2026 | 8/14/2026 | 7 |
| 7844 | Rubicon Founders LLC | $196M | Q2 2026 | 8/14/2026 | 3 |
| 7845 | Global Wealth Management, LLC | $196M | Q2 2026 | 7/20/2026 | 47 |
| 7846 | Viewpoint Capital Management LLC | $196M | Q2 2026 | 8/4/2026 | 120 |
| 7847 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $196M | Q2 2026 | 7/20/2026 | 34 |
| 7848 | Crystal Rock Capital Management | $196M | Q2 2026 | 8/3/2026 | 34 |
| 7849 | LBJ Family Wealth Advisors, Ltd. | $196M | Q2 2026 | 7/14/2026 | 28 |
| 7850 | NRI Wealth Management LC | $196M | Q4 2025 | 1/22/2026 | 31 |
| 7851 | CARLSON FINANCIAL, INC. | $196M | Q2 2026 | 8/24/2026 | 195 |
| 7852 | Lunate Capital Ltd | $196M | Q2 2026 | 7/23/2026 | 10 |
| 7853 | Algebris Investments (UK) LLP | $196M | Q1 2014 | 5/15/2014 | 63 |
| 7854 | Echo Wealth Management, LLC | $196M | Q2 2026 | 7/24/2026 | 47 |
| 7855 | AMERICAN NATIONAL BANK & TRUST CO /VA/ | $196M | Q1 2014 | 4/18/2014 | 105 |
| 7856 | McHugh Group, LLC | $196M | Q2 2026 | 7/16/2026 | 86 |
| 7857 | QUANTUM FINANCIAL PARTNERS LLC | $196M | Q2 2026 | 7/20/2026 | 153 |
| 7858 | CSat Investment Advisory, L.P. | $195M | Q1 2014 | 5/15/2014 | 30 |
| 7859 | Octahedron Capital Management L.P. | $195M | Q2 2026 | 8/14/2026 | 15 |
| 7860 | BANTAMAC CAPITAL, LLC | $195M | Q2 2026 | 8/10/2026 | 76 |
| 7861 | Momentous Wealth Management, Inc. | $195M | Q2 2026 | 8/11/2026 | 48 |
| 7862 | WestCap Management, LLC | $195M | Q2 2026 | 8/13/2026 | 2 |
| 7863 | SFM, LLC | $195M | Q2 2026 | 7/7/2026 | 69 |
| 7864 | Delos Wealth Advisors, LLC | $195M | Q2 2026 | 8/14/2026 | 304 |
| 7865 | Trust Co of Kansas | $195M | Q2 2026 | 7/22/2026 | 59 |
| 7866 | Finivi Inc. | $195M | Q2 2026 | 7/9/2026 | 111 |
| 7867 | Private Wealth Advisors, Inc. | $195M | Q2 2014 | 8/1/2014 | 126 |
| 7868 | SECURED RETIREMENT ADVISORS, LLC | $195M | Q2 2026 | 7/16/2026 | 134 |
| 7869 | Constitution Capital LLC | $195M | Q2 2026 | 7/9/2026 | 62 |
| 7870 | Cosner Financial Group, LLC | $195M | Q2 2026 | 8/10/2026 | 37 |
| 7871 | CONSCIOUS WEALTH INVESTMENTS, LLC | $195M | Q2 2026 | 8/11/2026 | 67 |
| 7872 | PEOPLES BANK /OH | $195M | Q2 2026 | 7/27/2026 | 100 |
| 7873 | BIRCH FINANCIAL GROUP, LLC | $195M | Q2 2026 | 7/15/2026 | 135 |
| 7874 | Old North State Trust, LLC | $194M | Q2 2026 | 8/17/2026 | 151 |
| 7875 | SVRN Asset Management, LLC | $194M | Q2 2026 | 8/14/2026 | 51 |
| 7876 | EHRLICH FINANCIAL GROUP | $194M | Q2 2026 | 7/9/2026 | 119 |
| 7877 | Aurora Investment Counsel | $194M | Q2 2026 | 8/10/2026 | 113 |
| 7878 | Pensionfund PDN | $194M | Q2 2026 | 7/1/2026 | 76 |
| 7879 | DEFINED WEALTH MANAGEMENT, LLC | $194M | Q2 2026 | 7/28/2026 | 115 |
| 7880 | GENTRY PRIVATE WEALTH, LLC | $194M | Q2 2026 | 8/5/2026 | 108 |
| 7881 | International Private Wealth Advisors LLC | $194M | Q2 2026 | 8/7/2026 | 160 |
| 7882 | Key Capital Management, INC | $194M | Q2 2026 | 7/27/2026 | 726 |
| 7883 | IBEX INVESTORS LLC | $194M | Q2 2026 | 8/11/2026 | 15 |
| 7884 | Pioneer Family Office, LLC | $194M | Q2 2026 | 7/27/2026 | 129 |
| 7885 | True Vision MN LLC | $194M | Q1 2026 | 4/16/2026 | 98 |
| 7886 | TMT General Partner Ltd | $194M | Q2 2026 | 7/27/2026 | 3 |
| 7887 | Schulz Wealth, LTD. | $194M | Q2 2026 | 8/26/2026 | 70 |
| 7888 | CAPITAL & PLANNING, LLC | $194M | Q2 2026 | 9/2/2026 | 45 |
| 7889 | ORLEANS CAPITAL MANAGEMENT CORP/LA | $194M | Q2 2026 | 8/12/2026 | 122 |
| 7890 | HARBOUR INVESTMENT MANAGEMENT LLC | $194M | Q2 2026 | 7/22/2026 | 108 |
| 7891 | Echo45 Advisors LLC | $194M | Q2 2026 | 7/13/2026 | 78 |
| 7892 | Water Asset Management LLC | $194M | Q1 2014 | 5/14/2014 | 18 |
| 7893 | Ballew Advisors, Inc | $194M | Q2 2026 | 7/7/2026 | 129 |
| 7894 | Williams Financial, LLC | $194M | Q2 2026 | 7/21/2026 | 30 |
| 7895 | McClarren Financial Advisors, Inc. | $193M | Q2 2026 | 7/17/2026 | 85 |
| 7896 | Share Andrew L. | $193M | Q2 2026 | 7/28/2026 | 19 |
| 7897 | Stratford Consulting, LLC | $193M | Q2 2014 | 7/28/2014 | 56 |
| 7898 | Code Waechter LLC | $193M | Q2 2026 | 7/31/2026 | 127 |
| 7899 | ROI Financial Advisors, LLC | $193M | Q2 2026 | 8/14/2026 | 70 |
| 7900 | CHANNING GLOBAL ADVISORS, LLC | $193M | Q2 2026 | 7/28/2026 | 41 |
| 7901 | Lattice Strategies LLC | $193M | Q2 2014 | 7/30/2014 | 101 |
| 7902 | Berbice Capital Management LLC | $193M | Q2 2026 | 7/23/2026 | 87 |
| 7903 | Brown Shipley& Co Ltd | $193M | Q2 2026 | 7/14/2026 | 75 |
| 7904 | Hurley Capital, LLC | $193M | Q2 2026 | 8/10/2026 | 678 |
| 7905 | LeClair Wealth Partners LLC | $193M | Q2 2026 | 8/4/2026 | 132 |
| 7906 | Dickmeyer Boyce Financial Management, Inc. | $193M | Q2 2026 | 7/23/2026 | 129 |
| 7907 | JERICHO FINANCIAL, LLP | $193M | Q2 2026 | 8/12/2026 | 41 |
| 7908 | Carter Financial Group, INC. | $193M | Q2 2026 | 7/30/2026 | 134 |
| 7909 | QSM Asset Management Ltd | $193M | Q2 2026 | 7/16/2026 | 24 |
| 7910 | Lighthouse Financial LLC | $193M | Q2 2026 | 8/13/2026 | 78 |
| 7911 | MILES CAPITAL, INC. | $193M | Q1 2014 | 5/13/2014 | 105 |
| 7912 | M3 Advisory Group, LLC | $193M | Q2 2026 | 7/24/2026 | 156 |
| 7913 | TREVOR STEWART BURTON & JACOBSEN INC | $193M | Q2 2014 | 8/7/2014 | 57 |
| 7914 | Manuka Financial, LLC | $193M | Q2 2026 | 7/31/2026 | 55 |
| 7915 | Occam Crest Management LP | $193M | Q2 2026 | 8/14/2026 | 33 |
| 7916 | Wernau Asset Management Inc. | $193M | Q2 2026 | 7/31/2026 | 51 |
| 7917 | Mustard Seed Financial, LLC | $192M | Q2 2026 | 8/5/2026 | 97 |
| 7918 | Kingfisher Capital LLC | $192M | Q2 2014 | 8/7/2014 | 143 |
| 7919 | Emergent Wealth Advisors, LLC | $192M | Q2 2026 | 7/13/2026 | 122 |
| 7920 | Anderson Financial Strategies, LLC | $192M | Q2 2026 | 8/20/2026 | 36 |
| 7921 | VHCP Management, LLC | $192M | Q1 2014 | 5/14/2014 | 16 |
| 7922 | Richmond Brothers, Inc. | $192M | Q2 2026 | 8/11/2026 | 96 |
| 7923 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $192M | Q2 2026 | 7/22/2026 | 89 |
| 7924 | Henson-Edgewater Management, LLC | $192M | Q2 2026 | 8/18/2026 | 66 |
| 7925 | Cyr Financial Inc. | $192M | Q2 2026 | 7/20/2026 | 62 |
| 7926 | Seros Financial, LLC | $192M | Q2 2026 | 8/13/2026 | 66 |
| 7927 | ATLANTIC INVESTMENT MANAGEMENT, INC. | $192M | Q2 2026 | 8/14/2026 | 12 |
| 7928 | Chico Wealth RIA | $192M | Q2 2026 | 8/13/2026 | 49 |
| 7929 | BayBridge Capital Group, LLC | $192M | Q2 2026 | 7/14/2026 | 96 |
| 7930 | RESTRUCTURING CAPITAL ASSOCIATES LP | $192M | Q1 2014 | 5/15/2014 | 19 |
| 7931 | Granby Capital Management, LLC | $192M | Q2 2026 | 8/13/2026 | 14 |
| 7932 | White Wing Wealth Management | $192M | Q2 2026 | 7/8/2026 | 40 |
| 7933 | Presper Financial Architects, LLC | $192M | Q2 2026 | 8/11/2026 | 55 |
| 7934 | Strategic Financial Planning, Inc. | $192M | Q2 2026 | 8/14/2026 | 41 |
| 7935 | H PARTNERS MANAGEMENT, LLC | $191M | Q2 2026 | 8/14/2026 | 2 |
| 7936 | Ewing Morris & Co. Investment Partners Ltd. | $191M | Q2 2026 | 8/14/2026 | 89 |
| 7937 | ATMOS ADVISORY, LLC | $191M | Q2 2026 | 7/2/2026 | 20 |
| 7938 | Navigoe, LLC | $191M | Q2 2026 | 7/31/2026 | 1,224 |
| 7939 | Lee, Kelleher & Klein Wealth Management | $191M | Q2 2026 | 7/10/2026 | 49 |
| 7940 | Pillar Financial Advisors, LLC | $191M | Q2 2026 | 7/24/2026 | 114 |
| 7941 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $191M | Q2 2026 | 7/20/2026 | 39 |
| 7942 | Propel Bio Management, LLC | $191M | Q2 2026 | 8/13/2026 | 29 |
| 7943 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $191M | Q2 2026 | 8/6/2026 | 102 |
| 7944 | Magnolia Wealth Management, LLC | $191M | Q2 2026 | 7/14/2026 | 17 |
| 7945 | Live Your Vision, LLC | $191M | Q2 2014 | 7/29/2014 | 41 |
| 7946 | Martin Capital Advisors, LLP | $191M | Q2 2026 | 7/24/2026 | 77 |
| 7947 | Keystone Financial Group, Inc. | $191M | Q2 2026 | 7/21/2026 | 122 |
| 7948 | Gridiron Partners, LLC | $191M | Q2 2026 | 8/5/2026 | 51 |
| 7949 | GK Wealth Management LLC | $190M | Q2 2026 | 7/7/2026 | 234 |
| 7950 | R Squared Ltd | $190M | Q2 2026 | 8/5/2026 | 509 |
| 7951 | ES4, LLC | $190M | Q2 2026 | 7/29/2026 | 32 |
| 7952 | BETO FINANCIAL GROUP, LLC | $190M | Q2 2026 | 8/7/2026 | 154 |
| 7953 | Alpha Financial Partners LLC | $190M | Q2 2026 | 8/11/2026 | 118 |
| 7954 | Core Capital Management & Research, inc. | $190M | Q2 2026 | 9/9/2026 | 254 |
| 7955 | CHESAPEAKE CAPITAL CORP /IL/ | $190M | Q2 2026 | 7/29/2026 | 169 |
| 7956 | IKE Capital, LLC | $190M | Q2 2026 | 9/16/2026 | 91 |
| 7957 | Niatross Investments Ltd | $190M | Q2 2026 | 8/7/2026 | 1 |
| 7958 | West Coast Financial LLC | $190M | Q2 2014 | 8/6/2014 | 87 |
| 7959 | Lykos Global Management, LP | $190M | Q2 2026 | 8/14/2026 | 4 |
| 7960 | KING STREET CAPITAL MANAGEMENT, L.P. | $190M | Q2 2026 | 8/14/2026 | 6 |
| 7961 | DAHRING | CUSMANO LLC | $190M | Q2 2026 | 7/28/2026 | 62 |
| 7962 | Hara Capital LLC | $190M | Q2 2026 | 8/11/2026 | 307 |
| 7963 | SECOR Capital Advisors, LP | $190M | Q2 2014 | 7/23/2014 | 225 |
| 7964 | AllSquare Wealth Management LLC | $189M | Q3 2025 | 1/12/2026 | 539 |
| 7965 | Acasta Partners UK LLP | $189M | Q2 2026 | 7/6/2026 | 18 |
| 7966 | Fearless Solutions, LLC dba Best Invest | $189M | Q2 2026 | 7/21/2026 | 139 |
| 7967 | ARGYLL RESEARCH, LLC | $189M | Q2 2014 | 8/6/2014 | 4 |
| 7968 | Knott David M Jr | $189M | Q2 2026 | 8/12/2026 | 84 |
| 7969 | Granite FO LLC | $189M | Q2 2026 | 7/15/2026 | 171 |
| 7970 | SANDER CAPITAL ADVISORS INC | $189M | Q2 2026 | 7/16/2026 | 13 |
| 7971 | FWG Investments, LLC. | $189M | Q2 2026 | 7/28/2026 | 116 |
| 7972 | Madrid Financial Services | $189M | Q2 2026 | 8/6/2026 | 26 |
| 7973 | FFG RETIREMENT ADVISORS LLC | $189M | Q2 2026 | 7/9/2026 | 43 |
| 7974 | Councilmark Asset Management, LLC | $189M | Q2 2026 | 8/11/2026 | 84 |
| 7975 | Bauman Advisory Group, LLC | $189M | Q2 2026 | 8/4/2026 | 81 |
| 7976 | SENZAR ASSET MANAGEMENT, LLC | $189M | Q1 2014 | 5/15/2014 | 18 |
| 7977 | SALT Holding Corp. | $189M | Q2 2026 | 8/14/2026 | 25 |
| 7978 | VestGen Investment Management | $189M | Q2 2026 | 7/31/2026 | 218 |
| 7979 | General Catalyst Group Management, LLC | $189M | Q2 2026 | 8/14/2026 | 14 |
| 7980 | CINCINNATI CASUALTY CO | $188M | Q2 2026 | 8/6/2026 | 24 |
| 7981 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $188M | Q2 2026 | 8/13/2026 | 513 |
| 7982 | Ledgewood Wealth Advisors, LLC | $188M | Q2 2026 | 7/8/2026 | 77 |
| 7983 | Isabella Capital Management LLP | $188M | Q2 2026 | 8/3/2026 | 8 |
| 7984 | Traction Financial Partners, LLC | $188M | Q2 2026 | 8/13/2026 | 61 |
| 7985 | Astra Wealth Partners LLC | $188M | Q2 2026 | 8/11/2026 | 104 |
| 7986 | R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $188M | Q2 2026 | 7/29/2026 | 39 |
| 7987 | Breithorn Capital Management | $188M | Q1 2014 | 5/15/2014 | 54 |
| 7988 | Inman Jager Wealth Management, LLC | $188M | Q2 2026 | 8/7/2026 | 90 |
| 7989 | PSP Research LLC | $188M | Q2 2026 | 7/9/2026 | 75 |
| 7990 | Trivant Custom Portfolio Group, LLC | $188M | Q2 2026 | 7/27/2026 | 82 |
| 7991 | Kingstone Capital Partners Texas, LLC | $188M | Q2 2026 | 8/10/2026 | 60 |
| 7992 | Dynamic Wealth Strategies, LLC | $188M | Q2 2026 | 7/23/2026 | 291 |
| 7993 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $188M | Q2 2026 | 7/13/2026 | 62 |
| 7994 | Simon Charitable Public LLC | $188M | Q2 2014 | 8/1/2014 | 3 |
| 7995 | Nordflint Capital Partners Fondsmaeglerselskab A/S | $188M | Q2 2026 | 9/4/2026 | 1 |
| 7996 | Comprehensive Financial Planning, Inc./PA | $188M | Q2 2026 | 8/10/2026 | 427 |
| 7997 | St. Louis Financial Planners Asset Management, LLC | $188M | Q2 2026 | 7/7/2026 | 30 |
| 7998 | Thoma Capital Management LLC | $188M | Q2 2026 | 7/16/2026 | 53 |
| 7999 | AI-Squared Management Ltd | $187M | Q2 2026 | 8/12/2026 | 19 |
| 8000 | INNEALTA CAPITAL, LLC | $187M | Q2 2026 | 8/4/2026 | 91 |