Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8001 | Invariant Investment Management | $171M | Q2 2026 | 7/8/2026 | 68 |
| 8002 | CATHY PARETO & ASSOCIATES, INC | $171M | Q2 2026 | 7/15/2026 | 102 |
| 8003 | Lafitte Capital Management LP | $170M | Q1 2014 | 5/15/2014 | 26 |
| 8004 | Karnit Road Accident Victims Compensation Fund | $170M | Q1 2026 | 5/11/2026 | 17 |
| 8005 | Argo Wealth Advisory, LLC | $170M | Q1 2026 | 4/21/2026 | 48 |
| 8006 | ARP Global Capital Ltd | $170M | Q1 2026 | 5/14/2026 | 19 |
| 8007 | Daner Wealth Management, LLC | $170M | Q1 2026 | 5/13/2026 | 88 |
| 8008 | EVOLUTION WEALTH MANAGEMENT INC. | $170M | Q2 2026 | 7/21/2026 | 938 |
| 8009 | RiverGlades Family Offices LLC | $170M | Q1 2026 | 5/13/2026 | 87 |
| 8010 | TECHNOLOGY CROSSOVER MANAGEMENT V LLC | $170M | Q1 2014 | 5/12/2014 | 3 |
| 8011 | Dickmeyer Boyce Financial Management, Inc. | $170M | Q1 2026 | 5/13/2026 | 125 |
| 8012 | BRANDYWINE MANAGERS, LLC | $170M | Q1 2026 | 5/14/2026 | 40 |
| 8013 | Chatterton & Associates Inc. | $170M | Q2 2026 | 7/14/2026 | 101 |
| 8014 | Northeast Financial Consultants Inc | $170M | Q1 2014 | 5/1/2014 | 117 |
| 8015 | Park Capital Management, LLC / WI | $170M | Q2 2026 | 7/10/2026 | 161 |
| 8016 | Coppell Advisory Solutions LLC | $170M | Q1 2026 | 5/15/2026 | 39 |
| 8017 | Financial Harvest, LLC | $170M | Q1 2026 | 5/5/2026 | 57 |
| 8018 | Rayburn West Financial Services LLC | $170M | Q1 2026 | 5/5/2026 | 82 |
| 8019 | Legg Mason Asset Management (Japan) Co., Ltd. | $170M | Q1 2014 | 5/15/2014 | 132 |
| 8020 | Nautilus Advisors LLC | $170M | Q2 2026 | 7/14/2026 | 179 |
| 8021 | Financial Planning Hawaii, Inc. | $170M | Q1 2026 | 4/21/2026 | 123 |
| 8022 | Live Oak Investment Partners | $169M | Q1 2026 | 4/29/2026 | 93 |
| 8023 | Madrid Financial Services | $169M | Q1 2026 | 5/15/2026 | 26 |
| 8024 | EnCap Energy Capital Fund XII, L.P. | $169M | Q4 2025 | 2/17/2026 | 1 |
| 8025 | RiverTree Advisors, LLC | $169M | Q2 2026 | 7/22/2026 | 72 |
| 8026 | Navigoe, LLC | $169M | Q1 2026 | 5/1/2026 | 228 |
| 8027 | Sherrill & Hutchins Financial Advisory, Inc | $169M | Q1 2026 | 4/21/2026 | 15 |
| 8028 | Matarin Capital Management, LLC | $169M | Q1 2014 | 5/6/2014 | 166 |
| 8029 | Hoffman, Alan N Investment Management | $169M | Q2 2026 | 7/9/2026 | 14 |
| 8030 | Tailwinds Wealth, LLC | $169M | Q2 2026 | 7/13/2026 | 89 |
| 8031 | United Financial Planning Group LLC | $169M | Q1 2026 | 5/8/2026 | 462 |
| 8032 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $169M | Q1 2026 | 5/15/2026 | 104 |
| 8033 | Forerunner Ventures Management, LLC | $169M | Q1 2026 | 5/15/2026 | 1 |
| 8034 | Daviman Financial, LLC | $169M | Q1 2026 | 4/23/2026 | 84 |
| 8035 | William Allan Corp | $169M | Q1 2026 | 5/13/2026 | 59 |
| 8036 | Davis Capital Management | $169M | Q2 2026 | 7/16/2026 | 1,270 |
| 8037 | Alpha Financial Partners LLC | $169M | Q1 2026 | 5/13/2026 | 103 |
| 8038 | Tacita Capital Inc | $169M | Q1 2026 | 5/7/2026 | 238 |
| 8039 | Marshall & Sterling Wealth Advisors Inc. | $169M | Q2 2026 | 7/21/2026 | 339 |
| 8040 | Kinsight, LLC | $169M | Q2 2014 | 8/6/2014 | 29 |
| 8041 | Processus Wealth & Capital Management, LLC | $169M | Q2 2026 | 7/15/2026 | 35 |
| 8042 | Somnio Financial Group, LLC | $169M | Q2 2026 | 7/6/2026 | 14 |
| 8043 | Cognios Capital, LLC | $169M | Q1 2014 | 5/15/2014 | 69 |
| 8044 | Pingora Partners LLC | $169M | Q1 2026 | 5/15/2026 | 186 |
| 8045 | NORTH DALLAS BANK & TRUST CO | $169M | Q2 2026 | 7/13/2026 | 113 |
| 8046 | INCOME RESEARCH & MANAGEMENT | $169M | Q1 2026 | 4/17/2026 | 26 |
| 8047 | Crystal Rock Capital Management | $168M | Q1 2026 | 5/4/2026 | 32 |
| 8048 | Little Harbor Advisors, LLC | $168M | Q1 2026 | 5/15/2026 | 4 |
| 8049 | Ghost Tree Capital, LLC | $168M | Q1 2014 | 5/15/2014 | 65 |
| 8050 | Old North State Trust, LLC | $168M | Q1 2026 | 5/13/2026 | 150 |
| 8051 | Code Waechter LLC | $168M | Q1 2026 | 4/15/2026 | 118 |
| 8052 | Presper Financial Architects, LLC | $168M | Q1 2026 | 4/29/2026 | 50 |
| 8053 | Meadowbrook Advisors Group, LLC | $168M | Q1 2026 | 4/16/2026 | 136 |
| 8054 | TI-TRUST, INC | $168M | Q1 2026 | 4/28/2026 | 128 |
| 8055 | 7G CAPITAL MANAGEMENT, LLC | $168M | Q1 2026 | 5/21/2026 | 11 |
| 8056 | Widmann Financial Services, Inc. | $168M | Q1 2026 | 5/15/2026 | 121 |
| 8057 | Knott David M Jr | $168M | Q1 2026 | 5/14/2026 | 86 |
| 8058 | Disciplined Investors, L.L.C. | $168M | Q1 2026 | 5/12/2026 | 139 |
| 8059 | ORACLE INVESTMENT MANAGEMENT INC | $168M | Q4 2025 | 2/18/2026 | 22 |
| 8060 | Catalina Capital Group, LLC | $168M | Q1 2026 | 4/23/2026 | 176 |
| 8061 | Runnymede Capital Advisors, Inc. | $168M | Q2 2026 | 7/21/2026 | 77 |
| 8062 | Blue Investment Opportunities, LLC - Project Breeze Series 1 | $168M | Q4 2025 | 2/17/2026 | 1 |
| 8063 | Sarver Vrooman Wealth Advisors | $168M | Q2 2026 | 7/2/2026 | 145 |
| 8064 | AlphaMark Advisors, LLC | $168M | Q2 2014 | 7/29/2014 | 306 |
| 8065 | INTEGRITY WEALTH ADVISORS, INC. | $168M | Q1 2026 | 5/14/2026 | 73 |
| 8066 | SHARPEPOINT LLC | $168M | Q1 2026 | 5/5/2026 | 86 |
| 8067 | OPUS INVESTMENT MANAGEMENT INC | $168M | Q1 2026 | 5/13/2026 | 30 |
| 8068 | Astra Wealth Partners LLC | $168M | Q1 2026 | 5/6/2026 | 95 |
| 8069 | Yukon Wealth Management, Inc. | $168M | Q1 2026 | 4/30/2026 | 79 |
| 8070 | WealthTrust Asset Management, LLC | $167M | Q1 2026 | 5/6/2026 | 98 |
| 8071 | William B. Walkup & Associates, Inc. | $167M | Q1 2026 | 4/20/2026 | 163 |
| 8072 | KESTREL INVESTMENT MANAGEMENT CORP | $167M | Q1 2026 | 5/5/2026 | 39 |
| 8073 | MFA Wealth Services | $167M | Q2 2026 | 7/21/2026 | 134 |
| 8074 | PURSUE WEALTH PARTNERS LLC | $167M | Q1 2026 | 4/8/2026 | 101 |
| 8075 | Richmond Hill Investments, LLC | $167M | Q1 2014 | 5/15/2014 | 11 |
| 8076 | Triavera Capital LLC | $167M | Q1 2026 | 5/15/2026 | 16 |
| 8077 | Grafton Street Partners Management Company, LLC | $167M | Q1 2026 | 5/15/2026 | 11 |
| 8078 | Oak Barrel Wealth Advisory LLC | $167M | Q4 2025 | 5/7/2026 | 79 |
| 8079 | Montaka Global Pty Ltd | $167M | Q1 2026 | 5/4/2026 | 21 |
| 8080 | Lummis Asset Management, LP | $167M | Q1 2026 | 5/11/2026 | 194 |
| 8081 | Buffington Mohr McNeal | $167M | Q1 2014 | 5/13/2014 | 75 |
| 8082 | Industrial Alliance Investment Management Inc. | $167M | Q1 2026 | 4/23/2026 | 8 |
| 8083 | ROI Financial Advisors, LLC | $167M | Q1 2026 | 5/15/2026 | 66 |
| 8084 | Ariston Services Group | $167M | Q1 2026 | 4/22/2026 | 71 |
| 8085 | Del-Sette Capital Management, LLC | $167M | Q1 2026 | 5/4/2026 | 44 |
| 8086 | JACOBS ASSET MANAGEMENT, LLC | $167M | Q1 2026 | 5/15/2026 | 28 |
| 8087 | HILLTOP WEALTH ADVISORS, LLC | $167M | Q1 2026 | 4/15/2026 | 53 |
| 8088 | Mustard Seed Financial, LLC | $167M | Q1 2026 | 4/27/2026 | 92 |
| 8089 | Stilwell Value LLC | $167M | Q1 2026 | 5/6/2026 | 25 |
| 8090 | Strong Retirement Solutions LLC | $167M | Q2 2026 | 7/20/2026 | 82 |
| 8091 | Caitlin John, LLC | $167M | Q1 2026 | 5/13/2026 | 935 |
| 8092 | GLENVIEW STATE BANK TRUST DEPT. | $167M | Q2 2014 | 7/30/2014 | 85 |
| 8093 | Orca Wealth Management, LLC | $167M | Q2 2026 | 7/22/2026 | 83 |
| 8094 | Millstone Evans Group, LLC | $167M | Q1 2026 | 4/30/2026 | 856 |
| 8095 | AMES NATIONAL CORP | $167M | Q1 2026 | 5/12/2026 | 67 |
| 8096 | Lauer Wealth, LLC | $167M | Q2 2026 | 7/15/2026 | 75 |
| 8097 | GENESEE VALLEY TRUST CO | $166M | Q2 2014 | 7/31/2014 | 308 |
| 8098 | Marin Bay Wealth Advisors, LLC | $166M | Q1 2026 | 5/11/2026 | 127 |
| 8099 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $166M | Q2 2026 | 7/13/2026 | 122 |
| 8100 | ISZO CAPITAL MANAGEMENT LP | $166M | Q1 2014 | 5/14/2014 | 15 |
| 8101 | PRING TURNER CAPITAL GROUP INC | $166M | Q1 2026 | 5/13/2026 | 72 |
| 8102 | SCHALLER INVESTMENT GROUP INC | $166M | Q1 2014 | 5/15/2014 | 43 |
| 8103 | Mainstream Capital Management LLC | $166M | Q2 2026 | 7/15/2026 | 90 |
| 8104 | GENTRY PRIVATE WEALTH, LLC | $166M | Q1 2026 | 5/5/2026 | 91 |
| 8105 | Mithaq Capital SPC | $166M | Q1 2026 | 4/29/2026 | 4 |
| 8106 | Shum Financial Group, Inc. | $166M | Q2 2026 | 7/22/2026 | 106 |
| 8107 | Lighthouse Financial LLC | $166M | Q1 2026 | 5/13/2026 | 76 |
| 8108 | Athena Global Investors LLC | $166M | Q1 2014 | 6/3/2014 | 30 |
| 8109 | LFG Wealth Partners, LLC | $166M | Q1 2026 | 6/11/2026 | 89 |
| 8110 | Copley Financial Group, Inc. | $166M | Q1 2026 | 5/15/2026 | 115 |
| 8111 | Refined Wealth Management | $166M | Q2 2026 | 7/21/2026 | 49 |
| 8112 | S. R. Schill & Associates | $166M | Q2 2026 | 7/15/2026 | 25 |
| 8113 | Fee-Only Financial Planning, L.C. | $166M | Q1 2026 | 4/28/2026 | 43 |
| 8114 | MOON CAPITAL MANAGEMENT LP | $166M | Q1 2026 | 5/13/2026 | 13 |
| 8115 | Savoir Faire Capital Management, L.P. | $166M | Q1 2026 | 5/1/2026 | 44 |
| 8116 | EIGHT 31 FINANCIAL, LLC | $166M | Q1 2026 | 5/15/2026 | 72 |
| 8117 | VERITY Wealth Advisors | $166M | Q2 2026 | 7/16/2026 | 81 |
| 8118 | TopTier Wealth Management, LLC | $166M | Q2 2026 | 7/14/2026 | 133 |
| 8119 | LUMINUS MANAGEMENT LLC | $166M | Q1 2026 | 5/15/2026 | 24 |
| 8120 | SALT Holding Corp. | $165M | Q1 2026 | 5/15/2026 | 24 |
| 8121 | Twin Lions Management LLC | $165M | Q1 2026 | 5/14/2026 | 10 |
| 8122 | Lancaster Investment Management | $165M | Q2 2026 | 7/13/2026 | 10 |
| 8123 | FIELDPOINT PRIVATE ADVISORS, INC | $165M | Q2 2014 | 7/30/2014 | 68 |
| 8124 | Granite Group Advisors, LLC | $165M | Q1 2026 | 4/14/2026 | 86 |
| 8125 | Obsido Oy | $165M | Q1 2026 | 5/15/2026 | 20 |
| 8126 | Gould Capital, LLC | $165M | Q1 2026 | 5/15/2026 | 204 |
| 8127 | Grand Alliance Asset Management Ltd | $165M | Q1 2026 | 5/15/2026 | 13 |
| 8128 | Charter Oak Advisors LP | $165M | Q1 2026 | 5/14/2026 | 13 |
| 8129 | Taylor Financial Group, Inc. | $165M | Q1 2026 | 5/13/2026 | 99 |
| 8130 | Hickory Point Bank & Trust | $165M | Q2 2026 | 7/17/2026 | 442 |
| 8131 | Buckland Partners Management Co LLC | $165M | Q1 2026 | 5/14/2026 | 91 |
| 8132 | CAPITAL & PLANNING, LLC | $165M | Q1 2026 | 5/15/2026 | 172 |
| 8133 | TOWER TRUST & INVESTMENT Co | $165M | Q2 2026 | 7/9/2026 | 247 |
| 8134 | Occam Crest Management LP | $165M | Q1 2026 | 5/15/2026 | 32 |
| 8135 | Sugar Maple Asset Management, LLC | $165M | Q1 2026 | 4/21/2026 | 84 |
| 8136 | BITTERROOT CAPITAL ADVISORS LLC | $165M | Q1 2026 | 5/11/2026 | 60 |
| 8137 | Pandora Wealth, Inc. | $165M | Q4 2025 | 2/4/2026 | 224 |
| 8138 | Sender Co & Partners, Inc. | $165M | Q1 2026 | 5/15/2026 | 53 |
| 8139 | RAVEN ROCK CAPITAL MANAGEMENT, LLC | $164M | Q1 2014 | 7/8/2014 | 27 |
| 8140 | Cannon Advisors, Inc. | $164M | Q2 2026 | 7/15/2026 | 93 |
| 8141 | Bullseye Investment Management, LLC | $164M | Q3 2025 | 2/2/2026 | 91 |
| 8142 | JDH Wealth Management, LLC | $164M | Q2 2026 | 7/22/2026 | 61 |
| 8143 | Caymus Capital Partners, L.P. | $164M | Q1 2014 | 5/14/2014 | 19 |
| 8144 | Altavista Wealth Management, Inc. | $164M | Q1 2014 | 5/6/2014 | 119 |
| 8145 | WINEBRENNER CAPITAL MANAGEMENT LLC | $164M | Q2 2026 | 7/15/2026 | 153 |
| 8146 | Clutterbuck Capital Management LLC | $164M | Q1 2026 | 5/14/2026 | 5 |
| 8147 | Paradigm, Strategies in Wealth Management, LLC | $164M | Q2 2026 | 7/21/2026 | 61 |
| 8148 | Family Legacy Financial Solutions, LLC | $164M | Q2 2026 | 7/14/2026 | 65 |
| 8149 | Sippican Capital Advisors | $164M | Q2 2026 | 7/22/2026 | 111 |
| 8150 | Prospect Financial Services LLC | $164M | Q1 2026 | 4/24/2026 | 104 |
| 8151 | VMS Asset Management Limited | $164M | Q1 2026 | 5/13/2026 | 23 |
| 8152 | Chico Wealth RIA | $164M | Q1 2026 | 5/8/2026 | 37 |
| 8153 | Alamar Capital Management, LLC | $164M | Q1 2026 | 5/13/2026 | 84 |
| 8154 | Papamarkou Wellner Asset Management inc. | $164M | Q1 2026 | 5/15/2026 | 86 |
| 8155 | Gridiron Partners, LLC | $164M | Q1 2026 | 4/13/2026 | 47 |
| 8156 | New England Investment & Retirement Group, Inc. | $164M | Q1 2014 | 5/9/2014 | 50 |
| 8157 | Arbor Wealth Advisors LLC | $164M | Q2 2026 | 7/9/2026 | 60 |
| 8158 | Aurora Investment Managers, LLC. | $164M | Q2 2026 | 7/8/2026 | 52 |
| 8159 | Climber Capital SA | $164M | Q2 2026 | 7/22/2026 | 64 |
| 8160 | AYM CAPITAL, LLC | $163M | Q1 2014 | 5/7/2014 | 60 |
| 8161 | International Private Wealth Advisors LLC | $163M | Q1 2026 | 4/21/2026 | 152 |
| 8162 | TB Capital Gestao de Recursos Ltda. | $163M | Q1 2026 | 5/15/2026 | 17 |
| 8163 | BASSO CAPITAL MANAGEMENT, L.P. | $163M | Q1 2026 | 5/15/2026 | 137 |
| 8164 | Hudson Canyon Capital Management | $163M | Q1 2026 | 5/5/2026 | 52 |
| 8165 | Wing Lake Capital, LLC | $163M | Q1 2014 | 5/15/2014 | 26 |
| 8166 | Vantage Investment Advisors, LLC | $163M | Q2 2014 | 7/25/2014 | 731 |
| 8167 | ARISTOTLE FUND, L.P. | $163M | Q2 2014 | 8/11/2014 | 7 |
| 8168 | Kopp Family Office, LLC | $163M | Q2 2026 | 7/9/2026 | 29 |
| 8169 | Omega Fund Management, LLC | $163M | Q1 2026 | 5/15/2026 | 10 |
| 8170 | PEOPLES BANK /OH | $163M | Q1 2026 | 4/24/2026 | 101 |
| 8171 | Potrero Capital Research LLC | $163M | Q1 2026 | 5/15/2026 | 31 |
| 8172 | Index Venture Growth Associates IV Ltd | $163M | Q1 2026 | 5/15/2026 | 2 |
| 8173 | CANNELL CAPITAL LLC | $163M | Q1 2026 | 5/15/2026 | 41 |
| 8174 | Dean, Jacobson Financial Services, LLC | $163M | Q1 2026 | 4/28/2026 | 21 |
| 8175 | Clover Partners, L.P. | $163M | Q2 2014 | 8/6/2014 | 25 |
| 8176 | DAHRING | CUSMANO LLC | $163M | Q1 2026 | 5/5/2026 | 58 |
| 8177 | Trium Capital LLP | $163M | Q2 2026 | 7/16/2026 | 53 |
| 8178 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $163M | Q1 2026 | 4/22/2026 | 82 |
| 8179 | Buttonwood Financial Group, LLC | $163M | Q1 2026 | 4/15/2026 | 30 |
| 8180 | Capstone Wealth Management Group LLC | $163M | Q1 2026 | 4/16/2026 | 123 |
| 8181 | Millennium Capital Advisors, LLC | $162M | Q1 2026 | 5/11/2026 | 133 |
| 8182 | Traction Financial Partners, LLC | $162M | Q1 2026 | 5/14/2026 | 57 |
| 8183 | Kingstone Capital Partners Texas, LLC | $162M | Q1 2026 | 5/5/2026 | 57 |
| 8184 | Accel XI Associates L.L.C. | $162M | Q1 2026 | 5/8/2026 | 1 |
| 8185 | Panoramic Capital Partners, LLC | $162M | Q1 2026 | 4/8/2026 | 63 |
| 8186 | M3 Advisory Group, LLC | $162M | Q1 2026 | 4/22/2026 | 149 |
| 8187 | Lagoda Investment Management, L.P. | $162M | Q1 2026 | 5/15/2026 | 25 |
| 8188 | IBERIABANK CORP | $162M | Q1 2014 | 5/9/2014 | 150 |
| 8189 | Sanibel Captiva Investment Advisers, Inc. | $162M | Q4 2013 | 2/18/2014 | 100 |
| 8190 | Investment Partners Asset Management, Inc. | $162M | Q1 2026 | 4/7/2026 | 163 |
| 8191 | Manuka Financial, LLC | $162M | Q1 2026 | 5/7/2026 | 56 |
| 8192 | Collaborative Fund Advisors, LLC | $162M | Q1 2026 | 4/28/2026 | 160 |
| 8193 | Stillwater Wealth Management Group | $162M | Q1 2026 | 5/11/2026 | 77 |
| 8194 | Greenhouse Wealth Management, LLC | $162M | Q1 2026 | 4/23/2026 | 57 |
| 8195 | GUERRA PAN ADVISORS, LLC | $162M | Q1 2026 | 5/12/2026 | 121 |
| 8196 | Carter Financial Group, INC. | $162M | Q1 2026 | 4/27/2026 | 126 |
| 8197 | PETRA FINANCIAL ADVISORS INC | $162M | Q1 2026 | 5/13/2026 | 117 |
| 8198 | Fore Capital, LLC | $162M | Q1 2026 | 5/8/2026 | 32 |
| 8199 | GEN Financial Management, INC. | $162M | Q1 2026 | 4/16/2026 | 51 |
| 8200 | STRINGER ASSET MANAGEMENT, LLC | $162M | Q2 2014 | 7/28/2014 | 39 |