Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7801 | Gideon Capital Advisors, Inc. | $180M | Q1 2014 | 5/15/2014 | 196 |
| 7802 | FOUNDERS BANK & TRUST | $180M | Q2 2014 | 7/22/2014 | 361 |
| 7803 | Flowering Tree Investment Management Pte. Ltd. | $180M | Q1 2014 | 5/12/2014 | 7 |
| 7804 | Aurora Investment Counsel | $180M | Q1 2026 | 5/6/2026 | 106 |
| 7805 | Alchemi Wealth, LLC | $180M | Q1 2026 | 5/7/2026 | 155 |
| 7806 | Monument Group Wealth Advisors, LLC | $180M | Q1 2026 | 4/22/2026 | 43 |
| 7807 | Knoll Capital Management, LLC | $180M | Q1 2026 | 5/15/2026 | 37 |
| 7808 | Orbitronix, LP | $180M | Q1 2014 | 5/14/2014 | 92 |
| 7809 | WASHINGTON GROWTH STRATEGIES LLC | $180M | Q2 2026 | 7/16/2026 | 62 |
| 7810 | FAIRFIELD, BUSH & CO. | $180M | Q1 2026 | 5/12/2026 | 119 |
| 7811 | AMIRAL GESTION | $180M | Q1 2026 | 4/20/2026 | 16 |
| 7812 | Three Cord True Wealth Management, LLC | $180M | Q1 2026 | 4/27/2026 | 39 |
| 7813 | Prospect Capital Advisors, LLC | $180M | Q1 2026 | 5/29/2026 | 28 |
| 7814 | Cox Capital Mgt LLC | $180M | Q2 2026 | 7/14/2026 | 81 |
| 7815 | VIAWEALTH, LLC | $180M | Q1 2026 | 5/11/2026 | 159 |
| 7816 | Robinson Value Management, Ltd. | $180M | Q1 2026 | 5/5/2026 | 73 |
| 7817 | McBroom & Associates, LLC | $180M | Q1 2026 | 4/22/2026 | 36 |
| 7818 | CONSCIOUS WEALTH INVESTMENTS, LLC | $180M | Q1 2026 | 4/23/2026 | 58 |
| 7819 | Black Maple Capital Management LP | $179M | Q1 2026 | 5/15/2026 | 98 |
| 7820 | Mink Brook Asset Management LLC | $179M | Q1 2026 | 4/1/2026 | 54 |
| 7821 | Willow Street Advisors LLC | $179M | Q4 2013 | 2/14/2014 | 144 |
| 7822 | GERBER, LLC | $179M | Q1 2026 | 4/22/2026 | 88 |
| 7823 | SANTA MONICA PARTNERS LP | $179M | Q1 2026 | 5/14/2026 | 13 |
| 7824 | Pacific Asset Management, LLC | $179M | Q1 2026 | 5/1/2026 | 70 |
| 7825 | Financial Advisory Group | $179M | Q1 2014 | 5/8/2014 | 54 |
| 7826 | EJMK Ventures LLC | $179M | Q1 2026 | 4/24/2026 | 167 |
| 7827 | Semus Wealth Partners LLC | $179M | Q1 2026 | 4/24/2026 | 111 |
| 7828 | VISTA FINANCE, LLC | $179M | Q2 2026 | 7/16/2026 | 69 |
| 7829 | Waterfall Asset Management, LLC | $179M | Q1 2026 | 5/8/2026 | 20 |
| 7830 | Swisher Financial Concepts, Inc. | $179M | Q1 2026 | 4/16/2026 | 102 |
| 7831 | BUSH INVESTMENT GROUP, LLC | $179M | Q4 2025 | 3/5/2026 | 38 |
| 7832 | DecisionMap Wealth Management, LLC | $179M | Q2 2026 | 7/21/2026 | 145 |
| 7833 | COBALT CAPITAL MANAGEMENT, INC. | $179M | Q1 2026 | 5/14/2026 | 24 |
| 7834 | Brookmont Capital Management | $179M | Q1 2026 | 5/15/2026 | 59 |
| 7835 | Rolek Wealth Management LLC | $179M | Q2 2026 | 7/14/2026 | 23 |
| 7836 | Reyes Financial Architecture, Inc. | $179M | Q2 2026 | 7/16/2026 | 317 |
| 7837 | Salvus Wealth Management, LLC | $178M | Q2 2026 | 7/10/2026 | 125 |
| 7838 | Gallacher Capital Management LLC | $178M | Q2 2026 | 7/16/2026 | 259 |
| 7839 | Presima Securities ULC | $178M | Q1 2026 | 5/14/2026 | 48 |
| 7840 | Pineno Levin & Ford Asset Management, Inc. | $178M | Q2 2014 | 7/29/2014 | 96 |
| 7841 | Counterweight Ventures, LLC | $178M | Q1 2026 | 4/27/2026 | 80 |
| 7842 | Newport Capital Group, LLC | $178M | Q2 2026 | 7/21/2026 | 58 |
| 7843 | Clay Northam Wealth Management, LLC | $178M | Q1 2026 | 4/28/2026 | 101 |
| 7844 | IvyRock Asset Management (HK) Ltd | $178M | Q1 2026 | 5/6/2026 | 25 |
| 7845 | BUSH ODONNELL INVESTMENT ADVISORS INC | $178M | Q2 2014 | 8/7/2014 | 48 |
| 7846 | Sphera Management Technology Funds Ltd | $178M | Q1 2026 | 5/15/2026 | 55 |
| 7847 | North Ridge Wealth Advisors, Inc. | $178M | Q1 2026 | 5/14/2026 | 193 |
| 7848 | Cornerstone Wealth, LLC/TN | $178M | Q1 2026 | 5/19/2026 | 96 |
| 7849 | True Bearing Asset Management LP | $178M | Q1 2014 | 5/16/2014 | 79 |
| 7850 | Bulwark Capital Corp | $178M | Q2 2026 | 7/6/2026 | 105 |
| 7851 | Cross Staff Investments Inc | $178M | Q2 2026 | 7/22/2026 | 133 |
| 7852 | Ararat Capital Management LP | $178M | Q1 2026 | 5/15/2026 | 15 |
| 7853 | Rydar Equities, Inc. | $178M | Q2 2026 | 7/20/2026 | 107 |
| 7854 | J.E. Simmons & Co., P.C. | $177M | Q2 2026 | 7/15/2026 | 72 |
| 7855 | Cranberry Lake Advisors LLC | $177M | Q1 2014 | 5/13/2014 | 12 |
| 7856 | StoryOne LLC | $177M | Q1 2026 | 4/22/2026 | 73 |
| 7857 | Hilton Head Capital Partners, LLC | $177M | Q1 2026 | 4/20/2026 | 989 |
| 7858 | Arlington Capital Management, Inc. | $177M | Q1 2026 | 5/1/2026 | 111 |
| 7859 | Element Squared LLC | $177M | Q1 2026 | 4/23/2026 | 42 |
| 7860 | Wealth Forward, LLC | $177M | Q1 2026 | 5/4/2026 | 43 |
| 7861 | Archon Capital Management LLC | $177M | Q1 2026 | 5/14/2026 | 45 |
| 7862 | TEGEAN CAPITAL MANAGEMENT, LLC | $177M | Q1 2014 | 5/15/2014 | 15 |
| 7863 | Marathon Strategic Advisors, LLC | $177M | Q2 2026 | 7/16/2026 | 50 |
| 7864 | Holcombe Financial, Inc. | $177M | Q2 2026 | 7/13/2026 | 51 |
| 7865 | Technology Crossover Management VI, L.L.C. | $177M | Q1 2014 | 5/12/2014 | 3 |
| 7866 | CAP Partners, LLC | $177M | Q1 2026 | 4/28/2026 | 146 |
| 7867 | WORMSER FRERES GESTION | $177M | Q2 2026 | 7/16/2026 | 66 |
| 7868 | AdviceOne Advisory Services, LLC | $177M | Q2 2026 | 7/9/2026 | 45 |
| 7869 | Alden Global Capital LLC | $177M | Q1 2026 | 5/15/2026 | 14 |
| 7870 | USCF Advisers LLC | $177M | Q1 2026 | 5/6/2026 | 1 |
| 7871 | Vannoy Advisory Group, Inc. | $177M | Q2 2026 | 7/22/2026 | 30 |
| 7872 | Cetera Trust Company, N.A | $177M | Q1 2026 | 5/8/2026 | 351 |
| 7873 | Forthright Family Wealth Advisory LLC | $177M | Q2 2026 | 7/16/2026 | 57 |
| 7874 | PARAGON FINANCIAL PARTNERS, INC. | $177M | Q1 2026 | 4/17/2026 | 77 |
| 7875 | Mountain Hill Investment Partners Corp. | $177M | Q2 2026 | 7/16/2026 | 195 |
| 7876 | XXI WEALTH, LLC | $177M | Q1 2026 | 5/7/2026 | 209 |
| 7877 | Harvest Investment Advisors, LLC | $176M | Q4 2025 | 2/17/2026 | 57 |
| 7878 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $176M | Q1 2026 | 5/13/2026 | 81 |
| 7879 | RPS ADVISORY SOLUTIONS LLC | $176M | Q1 2026 | 5/4/2026 | 108 |
| 7880 | Cornerstone Wealth Partners, LLC | $176M | Q1 2026 | 5/12/2026 | 19 |
| 7881 | NVP Associates, LLC | $176M | Q1 2026 | 5/15/2026 | 5 |
| 7882 | Farrow Financial, Inc. | $176M | Q1 2026 | 5/1/2026 | 53 |
| 7883 | Union Square Park Capital Management, LLC | $176M | Q1 2026 | 5/15/2026 | 58 |
| 7884 | Legend Financial Advisors, Inc. | $176M | Q2 2026 | 7/20/2026 | 40 |
| 7885 | ALBERT D MASON INC | $176M | Q2 2026 | 7/22/2026 | 139 |
| 7886 | Align Financial, LLC | $176M | Q1 2026 | 5/8/2026 | 373 |
| 7887 | Draper Asset Management, LLC | $176M | Q1 2026 | 4/21/2026 | 24 |
| 7888 | Lifetime Wealth Management P.C. | $176M | Q1 2026 | 5/15/2026 | 86 |
| 7889 | Taylor Frigon Capital Management LLC | $176M | Q1 2026 | 4/29/2026 | 93 |
| 7890 | RAINIER FAMILY WEALTH INC | $176M | Q2 2026 | 7/15/2026 | 102 |
| 7891 | BOYAR ASSET MANAGEMENT INC. | $176M | Q1 2026 | 5/8/2026 | 78 |
| 7892 | Birchview Capital, LP | $176M | Q1 2026 | 5/15/2026 | 73 |
| 7893 | RESOLUTE WEALTH ADVISOR, INC. | $176M | Q1 2026 | 5/11/2026 | 78 |
| 7894 | Tevis Investment Management | $176M | Q1 2026 | 5/1/2026 | 99 |
| 7895 | Confluence Wealth Management LLC | $175M | Q2 2014 | 8/6/2014 | 131 |
| 7896 | Providence Financial Advisors, LLC | $175M | Q1 2026 | 5/12/2026 | 59 |
| 7897 | Sterling Wealth Advisors Inc | $175M | Q1 2026 | 4/22/2026 | 20 |
| 7898 | DG CAPITAL MANAGEMENT INC | $175M | Q2 2014 | 8/8/2014 | 63 |
| 7899 | Oceanside Advisors LLC | $175M | Q1 2026 | 4/28/2026 | 53 |
| 7900 | Humankind Investments LLC | $175M | Q1 2026 | 5/15/2026 | 20 |
| 7901 | CAPSTONE CAPITAL LLC | $175M | Q2 2026 | 7/21/2026 | 26 |
| 7902 | Momentous Wealth Management, Inc. | $175M | Q1 2026 | 5/11/2026 | 41 |
| 7903 | BAIN CAPITAL VENTURE INVESTORS, LLC | $175M | Q1 2026 | 5/15/2026 | 4 |
| 7904 | LOWERY THOMAS, LLC | $175M | Q1 2026 | 5/13/2026 | 55 |
| 7905 | Aegis Wealth Management LLC | $175M | Q1 2026 | 4/22/2026 | 118 |
| 7906 | Converium Capital Inc. | $175M | Q1 2026 | 5/22/2026 | 36 |
| 7907 | Basepoint Wealth LLC | $175M | Q1 2026 | 5/7/2026 | 643 |
| 7908 | Delos Wealth Advisors, LLC | $175M | Q1 2026 | 5/14/2026 | 260 |
| 7909 | SCRATCH CAPITAL LLC | $175M | Q1 2026 | 5/11/2026 | 45 |
| 7910 | Credit Capital Investments LLC | $175M | Q2 2026 | 7/14/2026 | 42 |
| 7911 | GS Investments, Inc. | $175M | Q1 2026 | 5/6/2026 | 134 |
| 7912 | CogentBlue Wealth Advisors, LLC | $175M | Q2 2026 | 7/16/2026 | 103 |
| 7913 | Arbiter Partners Capital Management LLC | $175M | Q1 2026 | 5/12/2026 | 45 |
| 7914 | POPE ASSET MANAGEMENT, LLC | $174M | Q1 2014 | 5/9/2014 | 24 |
| 7915 | Hansen & Associates Financial Group, Inc. | $174M | Q2 2026 | 7/20/2026 | 45 |
| 7916 | Granby Capital Management, LLC | $174M | Q1 2026 | 5/14/2026 | 14 |
| 7917 | Mudrick Capital Management, L.P. | $174M | Q1 2026 | 5/15/2026 | 3 |
| 7918 | American Airlines Group Inc. | $174M | Q1 2026 | 5/15/2026 | 1 |
| 7919 | CNO Financial Group, Inc. | $174M | Q1 2026 | 5/13/2026 | 8 |
| 7920 | ADVANCED MICRO DEVICES INC | $174M | Q1 2026 | 5/12/2026 | 4 |
| 7921 | Councilmark Asset Management, LLC | $174M | Q1 2026 | 5/12/2026 | 85 |
| 7922 | Coordinated Financial Services, Inc. | $174M | Q1 2026 | 5/1/2026 | 176 |
| 7923 | ALTERNA WEALTH MANAGEMENT, INC | $174M | Q2 2026 | 7/15/2026 | 109 |
| 7924 | McCutchen Group LLC | $174M | Q1 2014 | 5/15/2014 | 15 |
| 7925 | MELFA WEALTH MANAGEMENT, INC. | $174M | Q1 2026 | 4/10/2026 | 195 |
| 7926 | Pacific Wealth Strategies Group, Inc. | $174M | Q2 2026 | 7/17/2026 | 59 |
| 7927 | Guardian Wealth Advisors, LLC | $174M | Q1 2026 | 5/1/2026 | 64 |
| 7928 | Solas Capital Management, LLC | $174M | Q1 2026 | 5/15/2026 | 22 |
| 7929 | Breakout Capital Partners, LP | $174M | Q1 2026 | 5/15/2026 | 8 |
| 7930 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $174M | Q1 2026 | 5/7/2026 | 65 |
| 7931 | M.E. ALLISON & CO., INC. | $174M | Q2 2026 | 7/7/2026 | 195 |
| 7932 | Echo Wealth Management, LLC | $174M | Q1 2026 | 4/21/2026 | 47 |
| 7933 | Vermillion & White Wealth Management Group, LLC | $174M | Q1 2026 | 5/15/2026 | 65 |
| 7934 | GOLDEN ROAD ADVISORS LLC | $174M | Q1 2026 | 4/29/2026 | 53 |
| 7935 | COMPTON CAPITAL MANAGEMENT INC /RI | $173M | Q1 2014 | 5/15/2014 | 143 |
| 7936 | MRJ CAPITAL INC | $173M | Q2 2014 | 8/11/2014 | 53 |
| 7937 | PVG ASSET MANAGEMENT CORP | $173M | Q2 2026 | 7/1/2026 | 132 |
| 7938 | Innovative Asset Advisors Group, LLC | $173M | Q1 2026 | 5/12/2026 | 1,039 |
| 7939 | Tinicum Inc | $173M | Q2 2014 | 7/23/2014 | 13 |
| 7940 | Forbes Financial Planning, Inc. | $173M | Q1 2026 | 4/17/2026 | 38 |
| 7941 | American Institute for Advanced Investment Management, LLP | $173M | Q2 2026 | 7/21/2026 | 159 |
| 7942 | Capital Today Evergreen Fund, L.P. | $173M | Q1 2026 | 5/1/2026 | 3 |
| 7943 | Kurv Investment Management LLC | $173M | Q1 2026 | 5/15/2026 | 62 |
| 7944 | MCMILLION CAPITAL MANAGEMENT INC | $173M | Q2 2014 | 8/5/2014 | 65 |
| 7945 | Dynamic Wealth Strategies, LLC | $173M | Q1 2026 | 5/13/2026 | 288 |
| 7946 | Marest Capital, LLC | $173M | Q1 2026 | 5/11/2026 | 29 |
| 7947 | Royalty Pharma Sub-Manager, LLC | $173M | Q1 2026 | 5/14/2026 | 4 |
| 7948 | Bullseye Asset Management LLC | $173M | Q1 2026 | 5/14/2026 | 60 |
| 7949 | Hopwood Financial Services, Inc. | $173M | Q2 2026 | 7/22/2026 | 92 |
| 7950 | Cartica Management, LLC | $173M | Q1 2014 | 5/9/2014 | 3 |
| 7951 | PETERSON WEALTH MANAGEMENT | $172M | Q1 2026 | 5/15/2026 | 166 |
| 7952 | Godshalk Welsh Capital Management, Inc. | $172M | Q1 2026 | 5/13/2026 | 129 |
| 7953 | SANDERS MORRIS HARRIS LLC | $172M | Q2 2026 | 7/7/2026 | 75 |
| 7954 | RMR Advisors LLC | $172M | Q2 2014 | 7/21/2014 | 111 |
| 7955 | MITTLEMAN INVESTMENT MANAGEMENT, LLC | $172M | Q1 2014 | 5/14/2014 | 8 |
| 7956 | Tiptree Advisors, LLC | $172M | Q1 2026 | 5/15/2026 | 22 |
| 7957 | Pacific Park Financial, Inc. | $172M | Q2 2026 | 7/21/2026 | 77 |
| 7958 | Columbia River Financial Group, LLC | $172M | Q1 2026 | 5/12/2026 | 58 |
| 7959 | SPITFIRE CAPITAL LLC | $172M | Q1 2014 | 5/14/2014 | 22 |
| 7960 | PRENTISS SMITH & CO INC | $172M | Q1 2026 | 5/7/2026 | 65 |
| 7961 | RUDMAN ERROL M | $172M | Q1 2014 | 5/14/2014 | 34 |
| 7962 | Networth Advisors, LLC | $172M | Q2 2026 | 7/22/2026 | 383 |
| 7963 | Manifold Partners, LLC | $172M | Q2 2014 | 8/8/2014 | 78 |
| 7964 | Benchmark Investment Advisors LLC | $172M | Q1 2026 | 5/13/2026 | 76 |
| 7965 | Coastwise Capital Group, LLC | $172M | Q2 2026 | 7/16/2026 | 143 |
| 7966 | SOUTH PLAINS FINANCIAL, INC. | $172M | Q1 2026 | 5/13/2026 | 224 |
| 7967 | Paladin Wealth, LLC | $172M | Q2 2026 | 7/9/2026 | 134 |
| 7968 | ABBINGTON INVESTMENT GROUP | $172M | Q1 2026 | 4/21/2026 | 51 |
| 7969 | Nicholson Wealth Management Group, LLC | $172M | Q1 2026 | 5/4/2026 | 114 |
| 7970 | Stonekeep Investments, LLC | $172M | Q2 2026 | 7/10/2026 | 81 |
| 7971 | CrestPoint Capital Management, LLC | $172M | Q2 2014 | 7/10/2014 | 213 |
| 7972 | Graphene Investments SAS | $172M | Q2 2026 | 7/20/2026 | 42 |
| 7973 | ATLANTIC INVESTMENT MANAGEMENT, INC. | $172M | Q1 2026 | 5/15/2026 | 12 |
| 7974 | Welch Financial Planning, LLC | $172M | Q2 2026 | 7/14/2026 | 71 |
| 7975 | R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $172M | Q1 2026 | 5/12/2026 | 38 |
| 7976 | Ciovacco Capital Management LLC | $172M | Q1 2026 | 5/11/2026 | 28 |
| 7977 | Salus Financial Advisors, LLC | $171M | Q1 2026 | 4/23/2026 | 34 |
| 7978 | MAC Alpha Capital Management, LP | $171M | Q1 2026 | 5/15/2026 | 21 |
| 7979 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $171M | Q2 2026 | 7/7/2026 | 38 |
| 7980 | FISCHER INVESTMENT STRATEGIES, LLC | $171M | Q1 2026 | 6/4/2026 | 45 |
| 7981 | Old Peak Finance LLC | $171M | Q1 2026 | 4/24/2026 | 84 |
| 7982 | ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | $171M | Q1 2014 | 5/15/2014 | 43 |
| 7983 | Tranquilli Financial Advisor LLC | $171M | Q1 2026 | 5/11/2026 | 132 |
| 7984 | Inman Jager Wealth Management, LLC | $171M | Q1 2026 | 4/23/2026 | 84 |
| 7985 | Pillar Financial Advisors, LLC | $171M | Q1 2026 | 5/7/2026 | 106 |
| 7986 | CHANNING GLOBAL ADVISORS, LLC | $171M | Q1 2026 | 4/30/2026 | 47 |
| 7987 | EQ WEALTH ADVISORS, LLC | $171M | Q1 2026 | 5/1/2026 | 54 |
| 7988 | Milestone Asset Management Group, LLC | $171M | Q1 2026 | 5/14/2026 | 126 |
| 7989 | Longview Financial Advisors, Inc. | $171M | Q2 2026 | 7/6/2026 | 43 |
| 7990 | Ridgeline Wealth, LLC | $171M | Q2 2026 | 7/6/2026 | 60 |
| 7991 | Trust Investment Advisors | $171M | Q1 2026 | 4/24/2026 | 89 |
| 7992 | Strategic Financial Planning, Inc. | $171M | Q1 2026 | 5/14/2026 | 40 |
| 7993 | BETO FINANCIAL GROUP, LLC | $171M | Q1 2026 | 5/11/2026 | 152 |
| 7994 | Syntal Capital Partners, LLC | $171M | Q1 2014 | 5/15/2014 | 129 |
| 7995 | ENGLISH CAPITAL MANAGEMENT LLC | $171M | Q1 2026 | 5/8/2026 | 36 |
| 7996 | DEFINED WEALTH MANAGEMENT, LLC | $171M | Q1 2026 | 4/17/2026 | 109 |
| 7997 | TLW Wealth Management, LLC | $171M | Q1 2026 | 5/1/2026 | 16 |
| 7998 | WILEN INVESTMENT MANAGEMENT CORP. | $171M | Q2 2014 | 7/8/2014 | 77 |
| 7999 | TBP ADVISORS LTD | $171M | Q2 2014 | 7/17/2014 | 54 |
| 8000 | Rareview Capital LLC | $171M | Q1 2026 | 4/27/2026 | 52 |