Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7801 | ARWA LLC | $171M | Q4 2025 | 2/27/2026 | 124 |
| 7802 | ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | $171M | Q1 2014 | 5/15/2014 | 43 |
| 7803 | BEACONLIGHT CAPITAL, LLC | $171M | Q4 2025 | 2/17/2026 | 23 |
| 7804 | IES Holdings, Inc. | $171M | Q4 2025 | 2/12/2026 | 13 |
| 7805 | Hilton Head Capital Partners, LLC | $171M | Q4 2025 | 2/11/2026 | 935 |
| 7806 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $171M | Q4 2025 | 1/26/2026 | 56 |
| 7807 | Hudson Canyon Capital Management | $171M | Q4 2025 | 2/6/2026 | 51 |
| 7808 | Forbes Financial Planning, Inc. | $171M | Q4 2025 | 1/26/2026 | 36 |
| 7809 | Graney & King, LLC | $171M | Q4 2025 | 2/13/2026 | 355 |
| 7810 | Syntal Capital Partners, LLC | $171M | Q1 2014 | 5/15/2014 | 129 |
| 7811 | AMES NATIONAL CORP | $171M | Q4 2025 | 2/13/2026 | 66 |
| 7812 | Birchview Capital, LP | $171M | Q4 2025 | 2/13/2026 | 68 |
| 7813 | PJT Investments Corp. | $171M | Q4 2025 | 2/13/2026 | 6 |
| 7814 | First National Bank of Hutchinson | $171M | Q4 2025 | 1/29/2026 | 89 |
| 7815 | Byrne Asset Management LLC | $171M | Q1 2026 | 4/2/2026 | 569 |
| 7816 | LWM Advisory Services, LLC | $171M | Q4 2025 | 2/12/2026 | 83 |
| 7817 | SFM, LLC | $171M | Q4 2025 | 1/23/2026 | 60 |
| 7818 | WILEN INVESTMENT MANAGEMENT CORP. | $171M | Q2 2014 | 7/8/2014 | 77 |
| 7819 | LBJ Family Wealth Advisors, Ltd. | $171M | Q1 2026 | 4/1/2026 | 28 |
| 7820 | OmniStar Financial Group, Inc. | $171M | Q4 2025 | 2/17/2026 | 98 |
| 7821 | TBP ADVISORS LTD | $171M | Q2 2014 | 7/17/2014 | 54 |
| 7822 | Martin Capital Advisors, LLP | $171M | Q4 2025 | 1/26/2026 | 72 |
| 7823 | Lafitte Capital Management LP | $170M | Q1 2014 | 5/15/2014 | 26 |
| 7824 | Ariston Services Group | $170M | Q4 2025 | 1/23/2026 | 70 |
| 7825 | NEXTBio Capital Management LP | $170M | Q4 2025 | 2/13/2026 | 23 |
| 7826 | Seros Financial, LLC | $170M | Q4 2025 | 2/6/2026 | 61 |
| 7827 | Windward Management LP | $170M | Q4 2025 | 2/17/2026 | 12 |
| 7828 | Daviman Financial, LLC | $170M | Q4 2025 | 2/6/2026 | 89 |
| 7829 | PETRA FINANCIAL ADVISORS INC | $170M | Q4 2025 | 1/21/2026 | 138 |
| 7830 | Nicholson Wealth Management Group, LLC | $170M | Q4 2025 | 1/26/2026 | 108 |
| 7831 | Guardian Wealth Management, Inc. | $170M | Q4 2025 | 2/13/2026 | 67 |
| 7832 | Connective Capital Management, LLC | $170M | Q4 2025 | 2/19/2026 | 57 |
| 7833 | Lakewood Asset Management LLC | $170M | Q4 2025 | 1/26/2026 | 105 |
| 7834 | Remedium Capital Partners, LLC | $170M | Q4 2025 | 2/12/2026 | 6 |
| 7835 | Taylor Financial Group, Inc. | $170M | Q4 2025 | 2/6/2026 | 102 |
| 7836 | ISLAY CAPITAL MANAGEMENT, LLC | $170M | Q4 2025 | 2/17/2026 | 216 |
| 7837 | Astra Wealth Partners LLC | $170M | Q4 2025 | 2/2/2026 | 99 |
| 7838 | Cascade Investment Advisors, Inc. | $170M | Q4 2025 | 1/14/2026 | 113 |
| 7839 | TECHNOLOGY CROSSOVER MANAGEMENT V LLC | $170M | Q1 2014 | 5/12/2014 | 3 |
| 7840 | Millstone Evans Group, LLC | $170M | Q4 2025 | 2/2/2026 | 857 |
| 7841 | HERBST GROUP, LLC | $170M | Q4 2025 | 1/16/2026 | 62 |
| 7842 | Northeast Financial Consultants Inc | $170M | Q1 2014 | 5/1/2014 | 117 |
| 7843 | Legg Mason Asset Management (Japan) Co., Ltd. | $170M | Q1 2014 | 5/15/2014 | 132 |
| 7844 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $170M | Q4 2025 | 1/14/2026 | 92 |
| 7845 | MQS Management LLC | $170M | Q4 2025 | 2/9/2026 | 386 |
| 7846 | Farrell Financial LLC | $170M | Q4 2025 | 1/12/2026 | 74 |
| 7847 | North Berkeley Wealth Management, LLC | $170M | Q4 2025 | 2/10/2026 | 75 |
| 7848 | Millennium Capital Advisors, LLC | $170M | Q4 2025 | 2/5/2026 | 128 |
| 7849 | Comprehensive Wealth Management, LLC | $170M | Q4 2025 | 2/11/2026 | 40 |
| 7850 | JGP Global Gestao de Recursos Ltda. | $169M | Q4 2025 | 1/26/2026 | 48 |
| 7851 | Rainwater Charitable Foundation | $169M | Q4 2025 | 2/5/2026 | 4 |
| 7852 | Royal Capital Wealth Management, LLC | $169M | Q4 2025 | 2/18/2026 | 93 |
| 7853 | EQ WEALTH ADVISORS, LLC | $169M | Q4 2025 | 2/2/2026 | 259 |
| 7854 | EnCap Energy Capital Fund XII, L.P. | $169M | Q4 2025 | 2/17/2026 | 1 |
| 7855 | Closed-End Fund Advisors, Inc. | $169M | Q4 2025 | 2/11/2026 | 185 |
| 7856 | Matarin Capital Management, LLC | $169M | Q1 2014 | 5/6/2014 | 166 |
| 7857 | Henson-Edgewater Management, LLC | $169M | Q4 2025 | 3/31/2026 | 65 |
| 7858 | AdviceOne Advisory Services, LLC | $169M | Q4 2025 | 1/8/2026 | 39 |
| 7859 | Bain Capital Public Equity, LP | $169M | Q4 2025 | 2/17/2026 | 9 |
| 7860 | Exit Wealth Advisors, LLC. | $169M | Q4 2025 | 2/10/2026 | 125 |
| 7861 | American Alpha Advisors, LLC | $169M | Q4 2025 | 2/17/2026 | 87 |
| 7862 | Old North State Trust, LLC | $169M | Q4 2025 | 3/24/2026 | 146 |
| 7863 | Greenhouse Wealth Management, LLC | $169M | Q4 2025 | 1/21/2026 | 60 |
| 7864 | Frazier Financial Advisors, LLC | $169M | Q4 2025 | 2/9/2026 | 643 |
| 7865 | Kinsight, LLC | $169M | Q2 2014 | 8/6/2014 | 29 |
| 7866 | Applied Capital LLC/FL | $169M | Q4 2025 | 1/16/2026 | 91 |
| 7867 | Cognios Capital, LLC | $169M | Q1 2014 | 5/15/2014 | 69 |
| 7868 | Sunbeam Capital Management, LLC | $169M | Q4 2025 | 2/13/2026 | 102 |
| 7869 | UHLMANN PRICE SECURITIES, LLC | $169M | Q4 2025 | 1/12/2026 | 197 |
| 7870 | Traction Financial Partners, LLC | $169M | Q4 2025 | 1/29/2026 | 60 |
| 7871 | Carter Financial Group, INC. | $169M | Q4 2025 | 2/13/2026 | 121 |
| 7872 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $169M | Q4 2025 | 1/6/2026 | 88 |
| 7873 | GUERRA PAN ADVISORS, LLC | $169M | Q4 2025 | 1/13/2026 | 113 |
| 7874 | Prime Buchholz LLC | $168M | Q4 2025 | 2/11/2026 | 20 |
| 7875 | Ghost Tree Capital, LLC | $168M | Q1 2014 | 5/15/2014 | 65 |
| 7876 | FirstWave Capital Management LLC | $168M | Q4 2025 | 2/13/2026 | 73 |
| 7877 | Mill Road Capital Management LLC | $168M | Q4 2025 | 2/17/2026 | 23 |
| 7878 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $168M | Q4 2025 | 1/26/2026 | 33 |
| 7879 | SOUTH PLAINS FINANCIAL, INC. | $168M | Q4 2025 | 2/13/2026 | 250 |
| 7880 | ELWOOD CAPITAL PARTNERS LP | $168M | Q4 2025 | 2/13/2026 | 25 |
| 7881 | Dynamic Wealth Strategies, LLC | $168M | Q4 2025 | 2/4/2026 | 250 |
| 7882 | BASSO CAPITAL MANAGEMENT, L.P. | $168M | Q4 2025 | 2/17/2026 | 115 |
| 7883 | ORACLE INVESTMENT MANAGEMENT INC | $168M | Q4 2025 | 2/18/2026 | 22 |
| 7884 | Wilkins Miller Wealth Management, LLC | $168M | Q4 2025 | 1/21/2026 | 92 |
| 7885 | Blue Investment Opportunities, LLC - Project Breeze Series 1 | $168M | Q4 2025 | 2/17/2026 | 1 |
| 7886 | AlphaMark Advisors, LLC | $168M | Q2 2014 | 7/29/2014 | 306 |
| 7887 | Cria, Inc. | $168M | Q4 2025 | 2/17/2026 | 2 |
| 7888 | TB Capital Gestao de Recursos Ltda. | $168M | Q4 2025 | 2/17/2026 | 15 |
| 7889 | HF Capital, LLC | $168M | Q4 2025 | 2/17/2026 | 4 |
| 7890 | Lee-Kelleher Wealth Management | $168M | Q4 2025 | 1/14/2026 | 43 |
| 7891 | Peak XV Partners Operations LLC | $168M | Q4 2025 | 2/17/2026 | 1 |
| 7892 | CYBER HORNET ETFs LLC | $168M | Q4 2025 | 2/9/2026 | 512 |
| 7893 | McClarren Financial Advisors, Inc. | $168M | Q4 2025 | 1/13/2026 | 77 |
| 7894 | White Wing Wealth Management | $168M | Q4 2025 | 1/15/2026 | 35 |
| 7895 | PRENTISS SMITH & CO INC | $167M | Q4 2025 | 1/29/2026 | 65 |
| 7896 | Bluegrass Capital Partners LP | $167M | Q4 2025 | 2/6/2026 | 11 |
| 7897 | Magnolia Wealth Management, LLC | $167M | Q4 2025 | 1/27/2026 | 15 |
| 7898 | Richmond Hill Investments, LLC | $167M | Q1 2014 | 5/15/2014 | 11 |
| 7899 | Penn Mutual Asset Management | $167M | Q4 2025 | 1/23/2026 | 12 |
| 7900 | Buffington Mohr McNeal | $167M | Q1 2014 | 5/13/2014 | 75 |
| 7901 | Crocodile Capital Partners GmbH | $167M | Q4 2025 | 1/9/2026 | 15 |
| 7902 | Argo Wealth Advisory, LLC | $167M | Q4 2025 | 1/26/2026 | 52 |
| 7903 | PRIMORIS WEALTH ADVISORS, LLC | $167M | Q4 2025 | 2/3/2026 | 111 |
| 7904 | Tenzing Global Management, LLC | $167M | Q4 2025 | 2/17/2026 | 16 |
| 7905 | THOMPSON DAVIS & CO., INC. | $167M | Q4 2025 | 1/12/2026 | 157 |
| 7906 | Catherine Avery Investment Management LLC | $167M | Q4 2025 | 1/5/2026 | 158 |
| 7907 | Integrated Financial Solutions, Inc. | $167M | Q4 2025 | 1/23/2026 | 34 |
| 7908 | SHARPEPOINT LLC | $167M | Q4 2025 | 2/11/2026 | 84 |
| 7909 | Salus Financial Advisors, LLC | $167M | Q4 2025 | 1/21/2026 | 35 |
| 7910 | INSTRUMENTAL WEALTH, LLC | $167M | Q4 2025 | 2/27/2026 | 72 |
| 7911 | Investidor Profissional Gestao de Recursos Ltda. | $167M | Q4 2025 | 2/5/2026 | 21 |
| 7912 | GLENVIEW STATE BANK TRUST DEPT. | $167M | Q2 2014 | 7/30/2014 | 85 |
| 7913 | CONSCIOUS WEALTH INVESTMENTS, LLC | $167M | Q4 2025 | 2/13/2026 | 60 |
| 7914 | Berbice Capital Management LLC | $167M | Q4 2025 | 2/6/2026 | 145 |
| 7915 | Pacific Asset Management, LLC | $167M | Q4 2025 | 1/28/2026 | 70 |
| 7916 | Shotwell Rutter Baer Inc | $167M | Q4 2025 | 1/12/2026 | 39 |
| 7917 | PERRY CREEK CAPITAL LP | $167M | Q4 2025 | 2/17/2026 | 13 |
| 7918 | GENESEE VALLEY TRUST CO | $166M | Q2 2014 | 7/31/2014 | 308 |
| 7919 | Papamarkou Wellner Asset Management inc. | $166M | Q4 2025 | 2/18/2026 | 86 |
| 7920 | H&F Corporate Investors VIII, Ltd. | $166M | Q4 2025 | 2/13/2026 | 1 |
| 7921 | ISZO CAPITAL MANAGEMENT LP | $166M | Q1 2014 | 5/14/2014 | 15 |
| 7922 | TAM Capital Management Inc. | $166M | Q4 2025 | 2/18/2026 | 8 |
| 7923 | ALLEN WEALTH MANAGEMENT, LLC | $166M | Q4 2025 | 1/23/2026 | 60 |
| 7924 | Tevis Investment Management | $166M | Q4 2025 | 2/2/2026 | 106 |
| 7925 | SCHALLER INVESTMENT GROUP INC | $166M | Q1 2014 | 5/15/2014 | 43 |
| 7926 | JERICHO FINANCIAL, LLP | $166M | Q4 2025 | 1/21/2026 | 40 |
| 7927 | Whitebark Investors LP | $166M | Q4 2025 | 2/17/2026 | 9 |
| 7928 | Electric Capital Partners, LLC | $166M | Q4 2025 | 2/17/2026 | 6 |
| 7929 | W.H. Cornerstone Investments Inc. | $166M | Q4 2025 | 2/10/2026 | 113 |
| 7930 | Castlefield Investment Partners LLP | $166M | Q4 2025 | 2/13/2026 | 32 |
| 7931 | Athena Global Investors LLC | $166M | Q1 2014 | 6/3/2014 | 30 |
| 7932 | Pillar Financial Advisors, LLC | $166M | Q4 2025 | 2/2/2026 | 111 |
| 7933 | Sterling Wealth Advisors Inc | $166M | Q4 2025 | 1/26/2026 | 20 |
| 7934 | Rockbridge Capital Management LLC | $166M | Q4 2025 | 2/12/2026 | 31 |
| 7935 | Kintayl Capital LP | $166M | Q4 2025 | 2/17/2026 | 44 |
| 7936 | Watchtower Advisors, LP | $166M | Q4 2025 | 2/13/2026 | 11 |
| 7937 | Grant Private Wealth Management Inc | $166M | Q4 2025 | 1/5/2026 | 135 |
| 7938 | StoryOne LLC | $165M | Q4 2025 | 1/28/2026 | 68 |
| 7939 | Andina Capital Management, LLC | $165M | Q4 2025 | 2/12/2026 | 143 |
| 7940 | Bravias Capital Group, LLC | $165M | Q4 2025 | 1/29/2026 | 108 |
| 7941 | FIELDPOINT PRIVATE ADVISORS, INC | $165M | Q2 2014 | 7/30/2014 | 68 |
| 7942 | Asset Management Advisors, LLC | $165M | Q4 2025 | 1/6/2026 | 18 |
| 7943 | Arena Capital Advisors, LLC- CA | $165M | Q4 2025 | 2/4/2026 | 19 |
| 7944 | Tassel Capital Management, Inc. | $165M | Q4 2025 | 2/13/2026 | 34 |
| 7945 | JS Capital Management LLC | $165M | Q4 2025 | 2/17/2026 | 1 |
| 7946 | Legend Financial Advisors, Inc. | $165M | Q4 2025 | 1/23/2026 | 37 |
| 7947 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $165M | Q4 2025 | 2/11/2026 | 65 |
| 7948 | Capstone Wealth Management Group LLC | $165M | Q4 2025 | 1/9/2026 | 129 |
| 7949 | Addis & Hill, Inc | $165M | Q4 2025 | 1/6/2026 | 27 |
| 7950 | Fearless Solutions, LLC dba Best Invest | $165M | Q4 2025 | 1/20/2026 | 121 |
| 7951 | Oceanside Advisors LLC | $165M | Q4 2025 | 1/26/2026 | 50 |
| 7952 | SANTA MONICA PARTNERS LP | $165M | Q4 2025 | 2/13/2026 | 13 |
| 7953 | Sovereign's Capital Management, LLC | $165M | Q4 2025 | 2/17/2026 | 78 |
| 7954 | Meixler Investment Management, Ltd. | $165M | Q4 2025 | 2/13/2026 | 95 |
| 7955 | United Financial Planning Group LLC | $165M | Q4 2025 | 2/11/2026 | 487 |
| 7956 | Catalina Capital Group, LLC | $165M | Q4 2025 | 1/16/2026 | 163 |
| 7957 | Marcho Partners LLP | $165M | Q4 2025 | 2/13/2026 | 7 |
| 7958 | GraniteShares Advisors LLC | $165M | Q4 2025 | 1/27/2026 | 90 |
| 7959 | Basepoint Wealth LLC | $165M | Q4 2025 | 2/10/2026 | 601 |
| 7960 | Pandora Wealth, Inc. | $165M | Q4 2025 | 2/4/2026 | 224 |
| 7961 | XXI WEALTH, LLC | $165M | Q4 2025 | 2/12/2026 | 178 |
| 7962 | RAVEN ROCK CAPITAL MANAGEMENT, LLC | $164M | Q1 2014 | 7/8/2014 | 27 |
| 7963 | Foresite Capital Management V, LLC | $164M | Q4 2025 | 2/17/2026 | 7 |
| 7964 | OPUS INVESTMENT MANAGEMENT INC | $164M | Q4 2025 | 2/12/2026 | 29 |
| 7965 | Bullseye Investment Management, LLC | $164M | Q3 2025 | 2/2/2026 | 91 |
| 7966 | Caymus Capital Partners, L.P. | $164M | Q1 2014 | 5/14/2014 | 19 |
| 7967 | Altavista Wealth Management, Inc. | $164M | Q1 2014 | 5/6/2014 | 119 |
| 7968 | Blackston Financial Advisory Group, LLC | $164M | Q4 2025 | 2/6/2026 | 102 |
| 7969 | Pantera Capital Partners LP | $164M | Q4 2025 | 2/27/2026 | 15 |
| 7970 | Reyes Financial Architecture, Inc. | $164M | Q4 2025 | 1/26/2026 | 388 |
| 7971 | Clark Wealth Partners | $164M | Q4 2025 | 2/4/2026 | 570 |
| 7972 | Upper Left Wealth Management, LLC | $164M | Q4 2025 | 1/22/2026 | 67 |
| 7973 | FSA Investment Group, LLC | $164M | Q4 2025 | 1/13/2026 | 38 |
| 7974 | M3 Advisory Group, LLC | $164M | Q4 2025 | 1/16/2026 | 142 |
| 7975 | Systrade AG | $164M | Q4 2025 | 1/12/2026 | 15 |
| 7976 | Bay Capital Advisors, LLC | $164M | Q4 2025 | 1/16/2026 | 111 |
| 7977 | WestBridge Capital Management, LLC | $164M | Q4 2025 | 2/5/2026 | 1 |
| 7978 | Alpha Financial Partners, LLC | $164M | Q4 2025 | 2/10/2026 | 95 |
| 7979 | Mork Capital Management, LLC | $164M | Q4 2025 | 2/17/2026 | 116 |
| 7980 | DOHENY ASSET MANAGEMENT /CA | $164M | Q4 2025 | 2/11/2026 | 62 |
| 7981 | Veradace Capital Management LLC | $164M | Q4 2025 | 2/18/2026 | 27 |
| 7982 | Newport Capital Group, LLC | $164M | Q4 2025 | 2/13/2026 | 71 |
| 7983 | New England Investment & Retirement Group, Inc. | $164M | Q1 2014 | 5/9/2014 | 50 |
| 7984 | Crescent Park Management, L.P. | $164M | Q4 2025 | 2/13/2026 | 30 |
| 7985 | Pingora Partners LLC | $164M | Q4 2025 | 2/13/2026 | 204 |
| 7986 | Dominguez Wealth Management Solutions, Inc. | $164M | Q4 2025 | 1/15/2026 | 67 |
| 7987 | Pearl Planning LLC | $164M | Q4 2025 | 2/3/2026 | 52 |
| 7988 | AYM CAPITAL, LLC | $163M | Q1 2014 | 5/7/2014 | 60 |
| 7989 | Baring Financial LLC | $163M | Q1 2026 | 4/6/2026 | 72 |
| 7990 | Widmann Financial Services, Inc. | $163M | Q4 2025 | 2/18/2026 | 113 |
| 7991 | Daner Wealth Management, LLC | $163M | Q4 2025 | 2/11/2026 | 93 |
| 7992 | Wing Lake Capital, LLC | $163M | Q1 2014 | 5/15/2014 | 26 |
| 7993 | Inman Jager Wealth Management, LLC | $163M | Q4 2025 | 1/26/2026 | 81 |
| 7994 | Vantage Investment Advisors, LLC | $163M | Q2 2014 | 7/25/2014 | 731 |
| 7995 | Eliot Finkel Investment Counsel, LLC | $163M | Q4 2025 | 1/28/2026 | 33 |
| 7996 | Fort Henry Capital, LLC | $163M | Q4 2025 | 1/23/2026 | 16 |
| 7997 | Camelot Portfolios, LLC | $163M | Q4 2025 | 1/29/2026 | 607 |
| 7998 | ARISTOTLE FUND, L.P. | $163M | Q2 2014 | 8/11/2014 | 7 |
| 7999 | Elefante Mark B | $163M | Q4 2025 | 2/17/2026 | 70 |
| 8000 | Saxony Capital Management, LLC | $163M | Q4 2025 | 1/15/2026 | 161 |