Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7801 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $174M | Q1 2026 | 5/7/2026 | 65 |
| 7802 | Echo Wealth Management, LLC | $174M | Q1 2026 | 4/21/2026 | 47 |
| 7803 | Vermillion & White Wealth Management Group, LLC | $174M | Q1 2026 | 5/15/2026 | 65 |
| 7804 | GOLDEN ROAD ADVISORS LLC | $174M | Q1 2026 | 4/29/2026 | 53 |
| 7805 | COMPTON CAPITAL MANAGEMENT INC /RI | $173M | Q1 2014 | 5/15/2014 | 143 |
| 7806 | MRJ CAPITAL INC | $173M | Q2 2014 | 8/11/2014 | 53 |
| 7807 | Innovative Asset Advisors Group, LLC | $173M | Q1 2026 | 5/12/2026 | 1,039 |
| 7808 | Tinicum Inc | $173M | Q2 2014 | 7/23/2014 | 13 |
| 7809 | Forbes Financial Planning, Inc. | $173M | Q1 2026 | 4/17/2026 | 38 |
| 7810 | Capital Today Evergreen Fund, L.P. | $173M | Q1 2026 | 5/1/2026 | 3 |
| 7811 | Kurv Investment Management LLC | $173M | Q1 2026 | 5/15/2026 | 62 |
| 7812 | MCMILLION CAPITAL MANAGEMENT INC | $173M | Q2 2014 | 8/5/2014 | 65 |
| 7813 | Pensionfund PDN | $173M | Q1 2026 | 4/1/2026 | 76 |
| 7814 | Dynamic Wealth Strategies, LLC | $173M | Q1 2026 | 5/13/2026 | 288 |
| 7815 | Marest Capital, LLC | $173M | Q1 2026 | 5/11/2026 | 29 |
| 7816 | Royalty Pharma Sub-Manager, LLC | $173M | Q1 2026 | 5/14/2026 | 4 |
| 7817 | Bullseye Asset Management LLC | $173M | Q1 2026 | 5/14/2026 | 60 |
| 7818 | SANDER CAPITAL ADVISORS INC | $173M | Q1 2026 | 4/16/2026 | 12 |
| 7819 | Cartica Management, LLC | $173M | Q1 2014 | 5/9/2014 | 3 |
| 7820 | PETERSON WEALTH MANAGEMENT | $172M | Q1 2026 | 5/15/2026 | 166 |
| 7821 | Godshalk Welsh Capital Management, Inc. | $172M | Q1 2026 | 5/13/2026 | 129 |
| 7822 | RMR Advisors LLC | $172M | Q2 2014 | 7/21/2014 | 111 |
| 7823 | Saxony Capital Management, LLC | $172M | Q1 2026 | 4/24/2026 | 161 |
| 7824 | MITTLEMAN INVESTMENT MANAGEMENT, LLC | $172M | Q1 2014 | 5/14/2014 | 8 |
| 7825 | Tiptree Advisors, LLC | $172M | Q1 2026 | 5/15/2026 | 22 |
| 7826 | Columbia River Financial Group, LLC | $172M | Q1 2026 | 5/12/2026 | 58 |
| 7827 | SPITFIRE CAPITAL LLC | $172M | Q1 2014 | 5/14/2014 | 22 |
| 7828 | PRENTISS SMITH & CO INC | $172M | Q1 2026 | 5/7/2026 | 65 |
| 7829 | RUDMAN ERROL M | $172M | Q1 2014 | 5/14/2014 | 34 |
| 7830 | WASHBURN CAPITAL MANAGEMENT, INC. | $172M | Q1 2026 | 5/1/2026 | 56 |
| 7831 | Manifold Partners, LLC | $172M | Q2 2014 | 8/8/2014 | 78 |
| 7832 | Benchmark Investment Advisors LLC | $172M | Q1 2026 | 5/13/2026 | 76 |
| 7833 | Salvus Wealth Management, LLC | $172M | Q1 2026 | 4/10/2026 | 126 |
| 7834 | SOUTH PLAINS FINANCIAL, INC. | $172M | Q1 2026 | 5/13/2026 | 224 |
| 7835 | First National Bank of Mount Dora, Trust Investment Services | $172M | Q2 2014 | 7/9/2014 | 102 |
| 7836 | ABBINGTON INVESTMENT GROUP | $172M | Q1 2026 | 4/21/2026 | 51 |
| 7837 | Nicholson Wealth Management Group, LLC | $172M | Q1 2026 | 5/4/2026 | 114 |
| 7838 | Williams Financial, LLC | $172M | Q1 2026 | 4/24/2026 | 25 |
| 7839 | Marathon Mission, Inc. | $172M | Q1 2026 | 4/17/2026 | 55 |
| 7840 | FFG RETIREMENT ADVISORS LLC | $172M | Q1 2026 | 4/15/2026 | 43 |
| 7841 | CrestPoint Capital Management, LLC | $172M | Q2 2014 | 7/10/2014 | 213 |
| 7842 | ATLANTIC INVESTMENT MANAGEMENT, INC. | $172M | Q1 2026 | 5/15/2026 | 12 |
| 7843 | Magnolia Wealth Management, LLC | $172M | Q1 2026 | 5/6/2026 | 212 |
| 7844 | FISCHER INVESTMENT STRATEGIES, LLC | $172M | Q4 2025 | 1/28/2026 | 51 |
| 7845 | Stephens Group, LLC | $172M | Q1 2026 | 4/13/2026 | 4 |
| 7846 | R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $172M | Q1 2026 | 5/12/2026 | 38 |
| 7847 | Ciovacco Capital Management LLC | $172M | Q1 2026 | 5/11/2026 | 28 |
| 7848 | Salus Financial Advisors, LLC | $171M | Q1 2026 | 4/23/2026 | 34 |
| 7849 | MAC Alpha Capital Management, LP | $171M | Q1 2026 | 5/15/2026 | 21 |
| 7850 | Old Peak Finance LLC | $171M | Q1 2026 | 4/24/2026 | 84 |
| 7851 | ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | $171M | Q1 2014 | 5/15/2014 | 43 |
| 7852 | Tranquilli Financial Advisor LLC | $171M | Q1 2026 | 5/11/2026 | 132 |
| 7853 | Serenity Investment Advisors | $171M | Q4 2025 | 5/22/2026 | 63 |
| 7854 | BIRCH FINANCIAL GROUP, LLC | $171M | Q1 2026 | 4/16/2026 | 136 |
| 7855 | Guardian Asset Advisors, LLC | $171M | Q1 2026 | 5/14/2026 | 102 |
| 7856 | Inman Jager Wealth Management, LLC | $171M | Q1 2026 | 4/23/2026 | 84 |
| 7857 | Pillar Financial Advisors, LLC | $171M | Q1 2026 | 5/7/2026 | 106 |
| 7858 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $171M | Q1 2026 | 4/8/2026 | 92 |
| 7859 | CHANNING GLOBAL ADVISORS, LLC | $171M | Q1 2026 | 4/30/2026 | 47 |
| 7860 | EQ WEALTH ADVISORS, LLC | $171M | Q1 2026 | 5/1/2026 | 54 |
| 7861 | Milestone Asset Management Group, LLC | $171M | Q1 2026 | 5/14/2026 | 126 |
| 7862 | Trust Investment Advisors | $171M | Q1 2026 | 4/24/2026 | 89 |
| 7863 | Strategic Financial Planning, Inc. | $171M | Q1 2026 | 5/14/2026 | 40 |
| 7864 | BETO FINANCIAL GROUP, LLC | $171M | Q1 2026 | 5/11/2026 | 152 |
| 7865 | Syntal Capital Partners, LLC | $171M | Q1 2014 | 5/15/2014 | 129 |
| 7866 | ENGLISH CAPITAL MANAGEMENT LLC | $171M | Q1 2026 | 5/8/2026 | 36 |
| 7867 | Ervin Investment Management, LLC | $171M | Q1 2026 | 4/8/2026 | 47 |
| 7868 | DEFINED WEALTH MANAGEMENT, LLC | $171M | Q1 2026 | 4/17/2026 | 109 |
| 7869 | TLW Wealth Management, LLC | $171M | Q1 2026 | 5/1/2026 | 16 |
| 7870 | Byrne Asset Management LLC | $171M | Q1 2026 | 4/2/2026 | 569 |
| 7871 | WILEN INVESTMENT MANAGEMENT CORP. | $171M | Q2 2014 | 7/8/2014 | 77 |
| 7872 | LBJ Family Wealth Advisors, Ltd. | $171M | Q1 2026 | 4/1/2026 | 28 |
| 7873 | TBP ADVISORS LTD | $171M | Q2 2014 | 7/17/2014 | 54 |
| 7874 | Rareview Capital LLC | $171M | Q1 2026 | 4/27/2026 | 52 |
| 7875 | Lafitte Capital Management LP | $170M | Q1 2014 | 5/15/2014 | 26 |
| 7876 | Karnit Road Accident Victims Compensation Fund | $170M | Q1 2026 | 5/11/2026 | 17 |
| 7877 | Argo Wealth Advisory, LLC | $170M | Q1 2026 | 4/21/2026 | 48 |
| 7878 | Shotwell Rutter Baer Inc | $170M | Q1 2026 | 4/21/2026 | 38 |
| 7879 | ARP Global Capital Ltd | $170M | Q1 2026 | 5/14/2026 | 19 |
| 7880 | Holcombe Financial, Inc. | $170M | Q1 2026 | 4/20/2026 | 49 |
| 7881 | Daner Wealth Management, LLC | $170M | Q1 2026 | 5/13/2026 | 88 |
| 7882 | RiverGlades Family Offices LLC | $170M | Q1 2026 | 5/13/2026 | 87 |
| 7883 | TECHNOLOGY CROSSOVER MANAGEMENT V LLC | $170M | Q1 2014 | 5/12/2014 | 3 |
| 7884 | Dickmeyer Boyce Financial Management, Inc. | $170M | Q1 2026 | 5/13/2026 | 125 |
| 7885 | Cyr Financial Inc. | $170M | Q1 2026 | 4/24/2026 | 58 |
| 7886 | BRANDYWINE MANAGERS, LLC | $170M | Q1 2026 | 5/14/2026 | 40 |
| 7887 | Northeast Financial Consultants Inc | $170M | Q1 2014 | 5/1/2014 | 117 |
| 7888 | Coppell Advisory Solutions LLC | $170M | Q1 2026 | 5/15/2026 | 39 |
| 7889 | Financial Harvest, LLC | $170M | Q1 2026 | 5/5/2026 | 57 |
| 7890 | Rayburn West Financial Services LLC | $170M | Q1 2026 | 5/5/2026 | 82 |
| 7891 | Legg Mason Asset Management (Japan) Co., Ltd. | $170M | Q1 2014 | 5/15/2014 | 132 |
| 7892 | Financial Planning Hawaii, Inc. | $170M | Q1 2026 | 4/21/2026 | 123 |
| 7893 | Live Oak Investment Partners | $169M | Q1 2026 | 4/29/2026 | 93 |
| 7894 | Madrid Financial Services | $169M | Q1 2026 | 5/15/2026 | 26 |
| 7895 | Upper Left Wealth Management, LLC | $169M | Q1 2026 | 4/16/2026 | 68 |
| 7896 | EnCap Energy Capital Fund XII, L.P. | $169M | Q4 2025 | 2/17/2026 | 1 |
| 7897 | Navigoe, LLC | $169M | Q1 2026 | 5/1/2026 | 228 |
| 7898 | Sherrill & Hutchins Financial Advisory, Inc | $169M | Q1 2026 | 4/21/2026 | 15 |
| 7899 | Matarin Capital Management, LLC | $169M | Q1 2014 | 5/6/2014 | 166 |
| 7900 | Emergent Wealth Advisors, LLC | $169M | Q1 2026 | 4/7/2026 | 125 |
| 7901 | United Financial Planning Group LLC | $169M | Q1 2026 | 5/8/2026 | 462 |
| 7902 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $169M | Q1 2026 | 5/15/2026 | 104 |
| 7903 | Forerunner Ventures Management, LLC | $169M | Q1 2026 | 5/15/2026 | 1 |
| 7904 | Thoma Capital Management LLC | $169M | Q1 2026 | 4/20/2026 | 55 |
| 7905 | Daviman Financial, LLC | $169M | Q1 2026 | 4/23/2026 | 84 |
| 7906 | Granite FO LLC | $169M | Q1 2026 | 5/12/2026 | 170 |
| 7907 | Mountain Hill Investment Partners Corp. | $169M | Q1 2026 | 5/1/2026 | 205 |
| 7908 | William Allan Corp | $169M | Q1 2026 | 5/13/2026 | 59 |
| 7909 | McHugh Group, LLC | $169M | Q1 2026 | 4/17/2026 | 82 |
| 7910 | Alpha Financial Partners LLC | $169M | Q1 2026 | 5/13/2026 | 103 |
| 7911 | Cascade Investment Advisors, Inc. | $169M | Q1 2026 | 4/13/2026 | 116 |
| 7912 | Tacita Capital Inc | $169M | Q1 2026 | 5/7/2026 | 238 |
| 7913 | McClarren Financial Advisors, Inc. | $169M | Q1 2026 | 4/16/2026 | 79 |
| 7914 | Wall Street Financial Group, Inc. | $169M | Q1 2026 | 5/5/2026 | 667 |
| 7915 | Kinsight, LLC | $169M | Q2 2014 | 8/6/2014 | 29 |
| 7916 | Cognios Capital, LLC | $169M | Q1 2014 | 5/15/2014 | 69 |
| 7917 | Pingora Partners LLC | $169M | Q1 2026 | 5/15/2026 | 186 |
| 7918 | INCOME RESEARCH & MANAGEMENT | $169M | Q1 2026 | 4/17/2026 | 26 |
| 7919 | Crystal Rock Capital Management | $168M | Q1 2026 | 5/4/2026 | 32 |
| 7920 | Little Harbor Advisors, LLC | $168M | Q1 2026 | 5/15/2026 | 4 |
| 7921 | Ghost Tree Capital, LLC | $168M | Q1 2014 | 5/15/2014 | 65 |
| 7922 | Old North State Trust, LLC | $168M | Q1 2026 | 5/13/2026 | 150 |
| 7923 | Code Waechter LLC | $168M | Q1 2026 | 4/15/2026 | 118 |
| 7924 | Presper Financial Architects, LLC | $168M | Q1 2026 | 4/29/2026 | 50 |
| 7925 | Meadowbrook Advisors Group, LLC | $168M | Q1 2026 | 4/16/2026 | 136 |
| 7926 | TI-TRUST, INC | $168M | Q1 2026 | 4/28/2026 | 128 |
| 7927 | 7G CAPITAL MANAGEMENT, LLC | $168M | Q1 2026 | 5/21/2026 | 11 |
| 7928 | Widmann Financial Services, Inc. | $168M | Q1 2026 | 5/15/2026 | 121 |
| 7929 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $168M | Q1 2026 | 4/7/2026 | 59 |
| 7930 | Lee-Kelleher Wealth Management | $168M | Q1 2026 | 4/14/2026 | 41 |
| 7931 | Knott David M Jr | $168M | Q1 2026 | 5/14/2026 | 86 |
| 7932 | Disciplined Investors, L.L.C. | $168M | Q1 2026 | 5/12/2026 | 139 |
| 7933 | ORACLE INVESTMENT MANAGEMENT INC | $168M | Q4 2025 | 2/18/2026 | 22 |
| 7934 | Catalina Capital Group, LLC | $168M | Q1 2026 | 4/23/2026 | 176 |
| 7935 | Blue Investment Opportunities, LLC - Project Breeze Series 1 | $168M | Q4 2025 | 2/17/2026 | 1 |
| 7936 | AlphaMark Advisors, LLC | $168M | Q2 2014 | 7/29/2014 | 306 |
| 7937 | INTEGRITY WEALTH ADVISORS, INC. | $168M | Q1 2026 | 5/14/2026 | 73 |
| 7938 | CITY NATIONAL BANK OF FLORIDA /MSD | $168M | Q1 2026 | 5/15/2026 | 127 |
| 7939 | SHARPEPOINT LLC | $168M | Q1 2026 | 5/5/2026 | 86 |
| 7940 | OPUS INVESTMENT MANAGEMENT INC | $168M | Q1 2026 | 5/13/2026 | 30 |
| 7941 | Astra Wealth Partners LLC | $168M | Q1 2026 | 5/6/2026 | 95 |
| 7942 | Yukon Wealth Management, Inc. | $168M | Q1 2026 | 4/30/2026 | 79 |
| 7943 | WealthTrust Asset Management, LLC | $167M | Q1 2026 | 5/6/2026 | 98 |
| 7944 | William B. Walkup & Associates, Inc. | $167M | Q1 2026 | 4/20/2026 | 163 |
| 7945 | KESTREL INVESTMENT MANAGEMENT CORP | $167M | Q1 2026 | 5/5/2026 | 39 |
| 7946 | MEMBERS WEALTH LLC | $167M | Q1 2026 | 4/23/2026 | 113 |
| 7947 | Farrell Financial LLC | $167M | Q1 2026 | 4/13/2026 | 76 |
| 7948 | PURSUE WEALTH PARTNERS LLC | $167M | Q1 2026 | 4/8/2026 | 101 |
| 7949 | Richmond Hill Investments, LLC | $167M | Q1 2014 | 5/15/2014 | 11 |
| 7950 | Triavera Capital LLC | $167M | Q1 2026 | 5/15/2026 | 16 |
| 7951 | Grafton Street Partners Management Company, LLC | $167M | Q1 2026 | 5/15/2026 | 11 |
| 7952 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $167M | Q1 2026 | 4/15/2026 | 35 |
| 7953 | Oak Barrel Wealth Advisory LLC | $167M | Q4 2025 | 5/7/2026 | 79 |
| 7954 | Montaka Global Pty Ltd | $167M | Q1 2026 | 5/4/2026 | 21 |
| 7955 | Lummis Asset Management, LP | $167M | Q1 2026 | 5/11/2026 | 194 |
| 7956 | Buffington Mohr McNeal | $167M | Q1 2014 | 5/13/2014 | 75 |
| 7957 | Industrial Alliance Investment Management Inc. | $167M | Q1 2026 | 4/23/2026 | 8 |
| 7958 | ROI Financial Advisors, LLC | $167M | Q1 2026 | 5/15/2026 | 66 |
| 7959 | Ariston Services Group | $167M | Q1 2026 | 4/22/2026 | 71 |
| 7960 | Del-Sette Capital Management, LLC | $167M | Q1 2026 | 5/4/2026 | 44 |
| 7961 | JACOBS ASSET MANAGEMENT, LLC | $167M | Q1 2026 | 5/15/2026 | 28 |
| 7962 | Empirical Capital Management, LLC | $167M | Q1 2026 | 5/14/2026 | 15 |
| 7963 | HILLTOP WEALTH ADVISORS, LLC | $167M | Q1 2026 | 4/15/2026 | 53 |
| 7964 | Mustard Seed Financial, LLC | $167M | Q1 2026 | 4/27/2026 | 92 |
| 7965 | Stilwell Value LLC | $167M | Q1 2026 | 5/6/2026 | 25 |
| 7966 | STERLING INVESTMENT MANAGEMENT, LLC | $167M | Q1 2026 | 5/1/2026 | 65 |
| 7967 | Caitlin John, LLC | $167M | Q1 2026 | 5/13/2026 | 935 |
| 7968 | GLENVIEW STATE BANK TRUST DEPT. | $167M | Q2 2014 | 7/30/2014 | 85 |
| 7969 | Millstone Evans Group, LLC | $167M | Q1 2026 | 4/30/2026 | 856 |
| 7970 | AMES NATIONAL CORP | $167M | Q1 2026 | 5/12/2026 | 67 |
| 7971 | White Wing Wealth Management | $167M | Q1 2026 | 4/13/2026 | 37 |
| 7972 | Brown Shipley& Co Ltd | $167M | Q1 2026 | 5/6/2026 | 78 |
| 7973 | BCO Wealth Management LLC | $166M | Q1 2026 | 4/16/2026 | 42 |
| 7974 | GENESEE VALLEY TRUST CO | $166M | Q2 2014 | 7/31/2014 | 308 |
| 7975 | Marin Bay Wealth Advisors, LLC | $166M | Q1 2026 | 5/11/2026 | 127 |
| 7976 | ISZO CAPITAL MANAGEMENT LP | $166M | Q1 2014 | 5/14/2014 | 15 |
| 7977 | PRING TURNER CAPITAL GROUP INC | $166M | Q1 2026 | 5/13/2026 | 72 |
| 7978 | Bucket List Wealth Management, LLC | $166M | Q1 2026 | 5/7/2026 | 57 |
| 7979 | SCHALLER INVESTMENT GROUP INC | $166M | Q1 2014 | 5/15/2014 | 43 |
| 7980 | GENTRY PRIVATE WEALTH, LLC | $166M | Q1 2026 | 5/5/2026 | 91 |
| 7981 | Mithaq Capital SPC | $166M | Q1 2026 | 4/29/2026 | 4 |
| 7982 | Lighthouse Financial LLC | $166M | Q1 2026 | 5/13/2026 | 76 |
| 7983 | Athena Global Investors LLC | $166M | Q1 2014 | 6/3/2014 | 30 |
| 7984 | Copley Financial Group, Inc. | $166M | Q1 2026 | 5/15/2026 | 115 |
| 7985 | Fearless Solutions, LLC dba Best Invest | $166M | Q1 2026 | 4/21/2026 | 127 |
| 7986 | Fee-Only Financial Planning, L.C. | $166M | Q1 2026 | 4/28/2026 | 43 |
| 7987 | MOON CAPITAL MANAGEMENT LP | $166M | Q1 2026 | 5/13/2026 | 13 |
| 7988 | Savoir Faire Capital Management, L.P. | $166M | Q1 2026 | 5/1/2026 | 44 |
| 7989 | EIGHT 31 FINANCIAL, LLC | $166M | Q1 2026 | 5/15/2026 | 72 |
| 7990 | LUMINUS MANAGEMENT LLC | $166M | Q1 2026 | 5/15/2026 | 24 |
| 7991 | SALT Holding Corp. | $165M | Q1 2026 | 5/15/2026 | 24 |
| 7992 | SFM, LLC | $165M | Q1 2026 | 4/8/2026 | 63 |
| 7993 | Twin Lions Management LLC | $165M | Q1 2026 | 5/14/2026 | 10 |
| 7994 | FIELDPOINT PRIVATE ADVISORS, INC | $165M | Q2 2014 | 7/30/2014 | 68 |
| 7995 | Fort Henry Capital, LLC | $165M | Q1 2026 | 4/20/2026 | 17 |
| 7996 | ZynergyRetirementPlanningLLC | $165M | Q1 2026 | 4/17/2026 | 26 |
| 7997 | Asset Management Advisors, LLC | $165M | Q1 2026 | 4/8/2026 | 19 |
| 7998 | Granite Group Advisors, LLC | $165M | Q1 2026 | 4/14/2026 | 86 |
| 7999 | Obsido Oy | $165M | Q1 2026 | 5/15/2026 | 20 |
| 8000 | Brewster Financial Planning LLC | $165M | Q1 2026 | 5/4/2026 | 26 |