Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8001 | Wilkins Miller Wealth Management, LLC | $165M | Q1 2026 | 4/22/2026 | 89 |
| 8002 | Gould Capital, LLC | $165M | Q1 2026 | 5/15/2026 | 204 |
| 8003 | AdviceOne Advisory Services, LLC | $165M | Q1 2026 | 4/13/2026 | 41 |
| 8004 | Optivise Advisory Services LLC | $165M | Q1 2026 | 4/15/2026 | 183 |
| 8005 | Grand Alliance Asset Management Ltd | $165M | Q1 2026 | 5/15/2026 | 13 |
| 8006 | Dominguez Wealth Management Solutions, Inc. | $165M | Q1 2026 | 4/27/2026 | 67 |
| 8007 | Charter Oak Advisors LP | $165M | Q1 2026 | 5/14/2026 | 13 |
| 8008 | Taylor Financial Group, Inc. | $165M | Q1 2026 | 5/13/2026 | 99 |
| 8009 | Rochester Wealth Strategies, LLC | $165M | Q1 2026 | 4/27/2026 | 24 |
| 8010 | Buckland Partners Management Co LLC | $165M | Q1 2026 | 5/14/2026 | 91 |
| 8011 | CAPITAL & PLANNING, LLC | $165M | Q1 2026 | 5/15/2026 | 172 |
| 8012 | Occam Crest Management LP | $165M | Q1 2026 | 5/15/2026 | 32 |
| 8013 | Sugar Maple Asset Management, LLC | $165M | Q1 2026 | 4/21/2026 | 84 |
| 8014 | BITTERROOT CAPITAL ADVISORS LLC | $165M | Q1 2026 | 5/11/2026 | 60 |
| 8015 | Pandora Wealth, Inc. | $165M | Q4 2025 | 2/4/2026 | 224 |
| 8016 | Sender Co & Partners, Inc. | $165M | Q1 2026 | 5/15/2026 | 53 |
| 8017 | Addis & Hill, Inc | $164M | Q1 2026 | 4/16/2026 | 27 |
| 8018 | RAVEN ROCK CAPITAL MANAGEMENT, LLC | $164M | Q1 2014 | 7/8/2014 | 27 |
| 8019 | Bullseye Investment Management, LLC | $164M | Q3 2025 | 2/2/2026 | 91 |
| 8020 | Caymus Capital Partners, L.P. | $164M | Q1 2014 | 5/14/2014 | 19 |
| 8021 | Altavista Wealth Management, Inc. | $164M | Q1 2014 | 5/6/2014 | 119 |
| 8022 | General Partner, Inc. | $164M | Q1 2026 | 4/8/2026 | 234 |
| 8023 | Clutterbuck Capital Management LLC | $164M | Q1 2026 | 5/14/2026 | 5 |
| 8024 | Newport Capital Group, LLC | $164M | Q1 2026 | 5/11/2026 | 73 |
| 8025 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $164M | Q1 2026 | 4/8/2026 | 41 |
| 8026 | Prospect Financial Services LLC | $164M | Q1 2026 | 4/24/2026 | 104 |
| 8027 | VMS Asset Management Limited | $164M | Q1 2026 | 5/13/2026 | 23 |
| 8028 | Chico Wealth RIA | $164M | Q1 2026 | 5/8/2026 | 37 |
| 8029 | Alamar Capital Management, LLC | $164M | Q1 2026 | 5/13/2026 | 84 |
| 8030 | Papamarkou Wellner Asset Management inc. | $164M | Q1 2026 | 5/15/2026 | 86 |
| 8031 | Gridiron Partners, LLC | $164M | Q1 2026 | 4/13/2026 | 47 |
| 8032 | Longview Financial Advisors, Inc. | $164M | Q1 2026 | 4/20/2026 | 163 |
| 8033 | New England Investment & Retirement Group, Inc. | $164M | Q1 2014 | 5/9/2014 | 50 |
| 8034 | AYM CAPITAL, LLC | $163M | Q1 2014 | 5/7/2014 | 60 |
| 8035 | Baring Financial LLC | $163M | Q1 2026 | 4/6/2026 | 72 |
| 8036 | International Private Wealth Advisors LLC | $163M | Q1 2026 | 4/21/2026 | 152 |
| 8037 | TB Capital Gestao de Recursos Ltda. | $163M | Q1 2026 | 5/15/2026 | 17 |
| 8038 | BASSO CAPITAL MANAGEMENT, L.P. | $163M | Q1 2026 | 5/15/2026 | 137 |
| 8039 | Hudson Canyon Capital Management | $163M | Q1 2026 | 5/5/2026 | 52 |
| 8040 | Wing Lake Capital, LLC | $163M | Q1 2014 | 5/15/2014 | 26 |
| 8041 | Vantage Investment Advisors, LLC | $163M | Q2 2014 | 7/25/2014 | 731 |
| 8042 | ARISTOTLE FUND, L.P. | $163M | Q2 2014 | 8/11/2014 | 7 |
| 8043 | Omega Fund Management, LLC | $163M | Q1 2026 | 5/15/2026 | 10 |
| 8044 | KRS Capital Management, LLC | $163M | Q1 2026 | 4/15/2026 | 115 |
| 8045 | PEOPLES BANK /OH | $163M | Q1 2026 | 4/24/2026 | 101 |
| 8046 | Potrero Capital Research LLC | $163M | Q1 2026 | 5/15/2026 | 31 |
| 8047 | Brindle & Bay Financial Advisors, LLC | $163M | Q1 2026 | 5/4/2026 | 67 |
| 8048 | Kastel Capital Advisors, LLC | $163M | Q1 2026 | 4/20/2026 | 55 |
| 8049 | SummerHaven Investment Management, LLC | $163M | Q1 2026 | 4/24/2026 | 193 |
| 8050 | Index Venture Growth Associates IV Ltd | $163M | Q1 2026 | 5/15/2026 | 2 |
| 8051 | CANNELL CAPITAL LLC | $163M | Q1 2026 | 5/15/2026 | 41 |
| 8052 | Dean, Jacobson Financial Services, LLC | $163M | Q1 2026 | 4/28/2026 | 21 |
| 8053 | Clover Partners, L.P. | $163M | Q2 2014 | 8/6/2014 | 25 |
| 8054 | INSTRUMENTAL WEALTH, LLC | $163M | Q1 2026 | 4/21/2026 | 73 |
| 8055 | TopTier Wealth Management, LLC | $163M | Q1 2026 | 5/5/2026 | 795 |
| 8056 | DAHRING | CUSMANO LLC | $163M | Q1 2026 | 5/5/2026 | 58 |
| 8057 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $163M | Q1 2026 | 4/22/2026 | 82 |
| 8058 | Buttonwood Financial Group, LLC | $163M | Q1 2026 | 4/15/2026 | 30 |
| 8059 | Capstone Wealth Management Group LLC | $163M | Q1 2026 | 4/16/2026 | 123 |
| 8060 | Millennium Capital Advisors, LLC | $162M | Q1 2026 | 5/11/2026 | 133 |
| 8061 | Invariant Investment Management | $162M | Q1 2026 | 4/13/2026 | 70 |
| 8062 | Traction Financial Partners, LLC | $162M | Q1 2026 | 5/14/2026 | 57 |
| 8063 | Kingstone Capital Partners Texas, LLC | $162M | Q1 2026 | 5/5/2026 | 57 |
| 8064 | Accel XI Associates L.L.C. | $162M | Q1 2026 | 5/8/2026 | 1 |
| 8065 | Sarver Vrooman Wealth Advisors | $162M | Q1 2026 | 4/15/2026 | 138 |
| 8066 | Panoramic Capital Partners, LLC | $162M | Q1 2026 | 4/8/2026 | 63 |
| 8067 | M3 Advisory Group, LLC | $162M | Q1 2026 | 4/22/2026 | 149 |
| 8068 | Bay Capital Advisors, LLC | $162M | Q1 2026 | 4/22/2026 | 107 |
| 8069 | Bulwark Capital Corp | $162M | Q1 2026 | 4/7/2026 | 100 |
| 8070 | Lagoda Investment Management, L.P. | $162M | Q1 2026 | 5/15/2026 | 25 |
| 8071 | IBERIABANK CORP | $162M | Q1 2014 | 5/9/2014 | 150 |
| 8072 | Themes Management Co LLC | $162M | Q1 2026 | 5/15/2026 | 151 |
| 8073 | Sanibel Captiva Investment Advisers, Inc. | $162M | Q4 2013 | 2/18/2014 | 100 |
| 8074 | Investment Partners Asset Management, Inc. | $162M | Q1 2026 | 4/7/2026 | 163 |
| 8075 | Manuka Financial, LLC | $162M | Q1 2026 | 5/7/2026 | 56 |
| 8076 | HERBST GROUP, LLC | $162M | Q1 2026 | 4/9/2026 | 59 |
| 8077 | Collaborative Fund Advisors, LLC | $162M | Q1 2026 | 4/28/2026 | 160 |
| 8078 | Stillwater Wealth Management Group | $162M | Q1 2026 | 5/11/2026 | 77 |
| 8079 | Greenhouse Wealth Management, LLC | $162M | Q1 2026 | 4/23/2026 | 57 |
| 8080 | GUERRA PAN ADVISORS, LLC | $162M | Q1 2026 | 5/12/2026 | 121 |
| 8081 | Carter Financial Group, INC. | $162M | Q1 2026 | 4/27/2026 | 126 |
| 8082 | PETRA FINANCIAL ADVISORS INC | $162M | Q1 2026 | 5/13/2026 | 117 |
| 8083 | Fore Capital, LLC | $162M | Q1 2026 | 5/8/2026 | 32 |
| 8084 | GEN Financial Management, INC. | $162M | Q1 2026 | 4/16/2026 | 51 |
| 8085 | STRINGER ASSET MANAGEMENT, LLC | $162M | Q2 2014 | 7/28/2014 | 39 |
| 8086 | IDG-Accel China Capital Associates L.P. | $162M | Q1 2014 | 5/15/2014 | 1 |
| 8087 | Accordant Advisory Group Inc | $161M | Q1 2026 | 5/11/2026 | 238 |
| 8088 | BayBridge Capital Group, LLC | $161M | Q1 2026 | 4/14/2026 | 95 |
| 8089 | Coastline Complete Wealth LLC | $161M | Q1 2026 | 5/22/2026 | 55 |
| 8090 | INNEALTA CAPITAL, LLC | $161M | Q1 2026 | 5/4/2026 | 75 |
| 8091 | Gutierrez Wealth Advisory, LLC | $161M | Q1 2026 | 4/21/2026 | 70 |
| 8092 | STILWELL JOSEPH | $161M | Q1 2014 | 5/12/2014 | 50 |
| 8093 | Five Pine Wealth Management | $161M | Q1 2026 | 4/16/2026 | 47 |
| 8094 | Geduld E E | $161M | Q2 2014 | 8/4/2014 | 316 |
| 8095 | Royal Capital Wealth Management, LLC | $161M | Q1 2026 | 5/15/2026 | 96 |
| 8096 | McAlister, Sweet & Associates, Inc. | $161M | Q1 2026 | 4/2/2026 | 32 |
| 8097 | PERRY CREEK CAPITAL LP | $160M | Q1 2026 | 5/15/2026 | 12 |
| 8098 | TPG Advisors LLC | $160M | Q1 2026 | 4/22/2026 | 109 |
| 8099 | Glacier Peak Capital LLC | $160M | Q2 2014 | 7/29/2014 | 59 |
| 8100 | Mittelman Wealth Management | $160M | Q1 2026 | 5/15/2026 | 52 |
| 8101 | Robert Bosch GmbH | $160M | Q1 2026 | 5/7/2026 | 3 |
| 8102 | CHARLEMAGNE CAPITAL LTD | $160M | Q2 2014 | 8/11/2014 | 21 |
| 8103 | CBM Financial, LLC | $160M | Q1 2026 | 5/12/2026 | 16 |
| 8104 | Pacific Wealth Strategies Group, Inc. | $160M | Q1 2026 | 5/7/2026 | 62 |
| 8105 | WASHINGTON UNIVERSITY | $160M | Q1 2026 | 5/6/2026 | 2 |
| 8106 | Sanchez Gaunt Capital Management, LLC | $160M | Q1 2026 | 4/14/2026 | 184 |
| 8107 | Turn8 Private Wealth Inc. | $160M | Q1 2026 | 4/27/2026 | 51 |
| 8108 | Legend Capital Advisors LLC | $160M | Q1 2026 | 5/15/2026 | 159 |
| 8109 | W.H. Cornerstone Investments Inc. | $160M | Q1 2026 | 4/28/2026 | 129 |
| 8110 | Research Affiliates, LLC | $160M | Q3 2013 | 2/13/2014 | 16 |
| 8111 | Sterling Manor Financial, LLC | $160M | Q1 2026 | 4/10/2026 | 39 |
| 8112 | Principia Wealth Advisory, LLC | $160M | Q4 2025 | 2/10/2026 | 1,015 |
| 8113 | Benchmark Capital Advisors | $160M | Q2 2014 | 8/6/2014 | 130 |
| 8114 | AFFINITY INVESTMENT ADVISORS, LLC | $160M | Q1 2026 | 5/14/2026 | 137 |
| 8115 | RICHARDSON FINANCIAL SERVICES INC. | $160M | Q1 2026 | 5/1/2026 | 713 |
| 8116 | ALLIANZ INVESTMENT MANAGEMENT LLC | $160M | Q4 2025 | 2/11/2026 | 29 |
| 8117 | Palacios Wealth Management, LLC | $160M | Q1 2026 | 5/11/2026 | 75 |
| 8118 | Fairbanks Capital Management, Inc. | $160M | Q1 2026 | 5/13/2026 | 51 |
| 8119 | Cornerstone Select Advisors, LLC | $160M | Q1 2026 | 5/13/2026 | 124 |
| 8120 | Velan Capital Investment Management LP | $160M | Q1 2026 | 5/15/2026 | 49 |
| 8121 | Braun-Bostich & Associates Inc. | $160M | Q1 2026 | 4/15/2026 | 126 |
| 8122 | Erickson Financial Group, LLC | $160M | Q1 2026 | 4/8/2026 | 25 |
| 8123 | Blackston Financial Advisory Group, LLC | $160M | Q1 2026 | 4/23/2026 | 106 |
| 8124 | Sanchez Levi Garrett | $159M | Q1 2026 | 5/15/2026 | 74 |
| 8125 | Sloane Robinson LLP | $159M | Q2 2014 | 8/4/2014 | 14 |
| 8126 | Three Corner Global Investors LP | $159M | Q1 2014 | 5/14/2014 | 30 |
| 8127 | swisspartners Advisors Ltd | $159M | Q1 2026 | 5/7/2026 | 24 |
| 8128 | HAHN CAPITAL MANAGEMENT LLC | $159M | Q1 2026 | 5/7/2026 | 31 |
| 8129 | TEXAS CAPITAL BANCSHARES INC/TX | $159M | Q2 2014 | 7/22/2014 | 148 |
| 8130 | RIHO Partners, LLC | $159M | Q1 2026 | 5/15/2026 | 14 |
| 8131 | 6th Street Advisors, LLC | $159M | Q1 2026 | 5/4/2026 | 59 |
| 8132 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $159M | Q1 2026 | 5/12/2026 | 98 |
| 8133 | Propel Bio Management, LLC | $159M | Q1 2026 | 5/14/2026 | 38 |
| 8134 | Objectivity Squared, LLC | $159M | Q1 2026 | 5/13/2026 | 55 |
| 8135 | Retirement Wealth Solutions LLC | $159M | Q1 2026 | 4/7/2026 | 822 |
| 8136 | Blue Door Asset Management, LLC | $159M | Q1 2026 | 5/15/2026 | 18 |
| 8137 | Oppenheimer & Close, LLC | $159M | Q1 2026 | 5/12/2026 | 56 |
| 8138 | JERICHO FINANCIAL, LLP | $159M | Q1 2026 | 4/29/2026 | 40 |
| 8139 | 10Elms LLP | $159M | Q1 2026 | 5/15/2026 | 535 |
| 8140 | TOWER TRUST Co | $159M | Q1 2014 | 5/8/2014 | 172 |
| 8141 | SLS MANAGEMENT LLC | $159M | Q1 2014 | 5/15/2014 | 17 |
| 8142 | Refined Wealth Management | $158M | Q1 2026 | 4/21/2026 | 50 |
| 8143 | ELEVATE WEALTH ADVISORY, INC | $158M | Q1 2026 | 5/11/2026 | 125 |
| 8144 | AG Campbell Advisory, LLC | $158M | Q4 2025 | 3/11/2026 | 5 |
| 8145 | Martin Capital Advisors, LLP | $158M | Q1 2026 | 5/5/2026 | 73 |
| 8146 | Genesis Financial Group, LLC | $158M | Q1 2026 | 5/18/2026 | 103 |
| 8147 | Lalia Capital, LLC | $158M | Q1 2026 | 5/11/2026 | 13 |
| 8148 | Christian Investment Advisors, Inc. | $158M | Q1 2026 | 5/8/2026 | 12 |
| 8149 | Covey Capital Advisors, LLC | $158M | Q1 2014 | 5/13/2014 | 48 |
| 8150 | Vannoy Advisory Group, Inc. | $158M | Q1 2026 | 4/22/2026 | 28 |
| 8151 | Corsicana & Co. | $158M | Q1 2026 | 5/13/2026 | 276 |
| 8152 | LifeSteps Financial, Inc. | $158M | Q1 2026 | 4/22/2026 | 97 |
| 8153 | RiverTree Advisors, LLC | $158M | Q1 2026 | 4/20/2026 | 60 |
| 8154 | Pantera Capital Partners LP | $158M | Q1 2026 | 5/15/2026 | 14 |
| 8155 | DEEPWATER ASSET MANAGEMENT, LLC | $158M | Q1 2026 | 5/13/2026 | 39 |
| 8156 | Clearview Wealth Advisors LLC | $158M | Q4 2025 | 2/17/2026 | 103 |
| 8157 | 4D Advisors, LLC | $158M | Q1 2026 | 5/15/2026 | 34 |
| 8158 | Dougherty Wealth Advisers LLC | $158M | Q1 2026 | 4/21/2026 | 107 |
| 8159 | Sarissa Capital Management LP | $158M | Q1 2026 | 5/15/2026 | 9 |
| 8160 | FWG Investments, LLC. | $157M | Q1 2026 | 4/21/2026 | 117 |
| 8161 | Providence Wealth Advisors, LLC | $157M | Q1 2026 | 5/5/2026 | 81 |
| 8162 | Livet Wealth, LLC | $157M | Q1 2026 | 4/24/2026 | 117 |
| 8163 | CDC Financial, Inc. | $157M | Q1 2026 | 5/15/2026 | 49 |
| 8164 | Greenwich Investment Management, Inc. | $157M | Q1 2014 | 5/15/2014 | 36 |
| 8165 | Henson-Edgewater Management, LLC | $157M | Q1 2026 | 4/30/2026 | 66 |
| 8166 | Barrington Strategic Wealth Management Group LLC | $157M | Q2 2014 | 8/8/2014 | 103 |
| 8167 | SYNTAX RESEARCH, INC. | $157M | Q1 2026 | 4/24/2026 | 192 |
| 8168 | Three Magnolias Financial Advisors, LLC | $157M | Q1 2026 | 4/23/2026 | 103 |
| 8169 | Seros Financial, LLC | $157M | Q1 2026 | 5/5/2026 | 58 |
| 8170 | AlpenGlobal Capital LLC | $157M | Q1 2026 | 4/30/2026 | 36 |
| 8171 | ELKHORN PARTNERS LIMITED PARTNERSHIP | $157M | Q1 2026 | 5/14/2026 | 48 |
| 8172 | Turning Point Benefit Group, Inc. | $157M | Q1 2026 | 5/12/2026 | 95 |
| 8173 | CERTIOR FINANCIAL GROUP, LLC | $157M | Q1 2026 | 4/27/2026 | 130 |
| 8174 | IMG Wealth Management, Inc. | $157M | Q1 2026 | 5/15/2026 | 506 |
| 8175 | LFG Wealth Partners, LLC | $157M | Q4 2025 | 2/17/2026 | 81 |
| 8176 | AmeriServ Wealth Advisors | $157M | Q1 2026 | 5/13/2026 | 59 |
| 8177 | COLUMBIA ADVISORY PARTNERS LLC | $157M | Q1 2026 | 4/23/2026 | 92 |
| 8178 | A. D. Beadell Investment Counsel, Inc. | $157M | Q1 2026 | 4/17/2026 | 100 |
| 8179 | First National Bank of Hutchinson | $157M | Q1 2026 | 5/4/2026 | 84 |
| 8180 | Diversified Investment Strategies, LLC | $157M | Q1 2026 | 4/30/2026 | 55 |
| 8181 | CULTIVAR CAPITAL, INC. | $156M | Q1 2026 | 4/7/2026 | 46 |
| 8182 | Lakewood Asset Management LLC | $156M | Q1 2026 | 4/22/2026 | 107 |
| 8183 | CHRISTINE MESSMER PC | $156M | Q1 2026 | 4/21/2026 | 80 |
| 8184 | Indices-Pac Research Corp. | $156M | Q1 2014 | 5/15/2014 | 198 |
| 8185 | HARBER ASSET MANAGEMENT LLC | $156M | Q1 2026 | 5/15/2026 | 41 |
| 8186 | Compass Planning Associates Inc | $156M | Q1 2026 | 4/21/2026 | 30 |
| 8187 | MCGUIRE CAPITAL ADVISORS INC | $156M | Q1 2026 | 5/14/2026 | 868 |
| 8188 | Independence Trust CO | $156M | Q2 2014 | 7/15/2014 | 110 |
| 8189 | FLAHERTY & CRUMRINE INC | $156M | Q1 2014 | 5/15/2014 | 10 |
| 8190 | Schulz Wealth, LTD. | $156M | Q4 2025 | 2/5/2026 | 62 |
| 8191 | BANKERS TRUST CO | $156M | Q1 2014 | 5/15/2014 | 115 |
| 8192 | PATRICK M SWEENEY & ASSOCIATES, INC | $156M | Q1 2026 | 5/7/2026 | 164 |
| 8193 | BLUEFIN CAPITAL MANAGEMENT, LLC | $156M | Q1 2026 | 5/15/2026 | 127 |
| 8194 | BlueMar Capital Management, LLC | $156M | Q1 2014 | 5/15/2014 | 29 |
| 8195 | Invera Wealth Advisors, LLC | $156M | Q1 2026 | 4/22/2026 | 98 |
| 8196 | Cornerstone Financial Group, LLC /NE/ | $156M | Q1 2026 | 5/6/2026 | 73 |
| 8197 | BML Capital Management, LLC | $156M | Q1 2026 | 5/5/2026 | 16 |
| 8198 | ACCREDITED INVESTOR SERVICES, LLC | $156M | Q1 2026 | 4/21/2026 | 77 |
| 8199 | BNB Wealth Management, LLC | $156M | Q1 2026 | 5/13/2026 | 90 |
| 8200 | Truxt Investmentos Ltda. | $156M | Q1 2026 | 5/5/2026 | 29 |