Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8001 | BCO Wealth Management LLC | $163M | Q4 2025 | 1/14/2026 | 41 |
| 8002 | Panoramic Capital Partners, LLC | $163M | Q4 2025 | 1/7/2026 | 62 |
| 8003 | Columbia River Financial Group, LLC | $163M | Q4 2025 | 2/12/2026 | 54 |
| 8004 | Kastel Capital Advisors, LLC | $163M | Q4 2025 | 2/18/2026 | 55 |
| 8005 | Erickson Financial Group, LLC | $163M | Q4 2025 | 1/21/2026 | 25 |
| 8006 | Obsido Oy | $163M | Q4 2025 | 2/17/2026 | 20 |
| 8007 | Live Oak Investment Partners | $163M | Q4 2025 | 1/29/2026 | 84 |
| 8008 | Brewster Financial Planning LLC | $163M | Q4 2025 | 1/14/2026 | 26 |
| 8009 | Clover Partners, L.P. | $163M | Q2 2014 | 8/6/2014 | 25 |
| 8010 | St. Louis Financial Planners Asset Management, LLC | $163M | Q4 2025 | 1/7/2026 | 43 |
| 8011 | Arlington Capital Management, Inc. | $163M | Q4 2025 | 1/6/2026 | 107 |
| 8012 | Caldwell Investment Management Ltd. | $163M | Q4 2025 | 2/11/2026 | 29 |
| 8013 | Lummis Asset Management, LP | $163M | Q4 2025 | 2/10/2026 | 190 |
| 8014 | ENGLISH CAPITAL MANAGEMENT LLC | $163M | Q4 2025 | 2/10/2026 | 35 |
| 8015 | ZynergyRetirementPlanningLLC | $163M | Q4 2025 | 1/9/2026 | 27 |
| 8016 | PARAGON FINANCIAL PARTNERS, INC. | $163M | Q4 2025 | 1/21/2026 | 75 |
| 8017 | EJMK Ventures LLC | $162M | Q4 2025 | 3/3/2026 | 175 |
| 8018 | Steadtrust LLC | $162M | Q4 2025 | 1/21/2026 | 121 |
| 8019 | Livet Wealth, LLC | $162M | Q4 2025 | 2/13/2026 | 116 |
| 8020 | Gould Capital, LLC | $162M | Q4 2025 | 2/13/2026 | 201 |
| 8021 | Warner Group LLC | $162M | Q4 2025 | 2/6/2026 | 74 |
| 8022 | DecisionMap Wealth Management, LLC | $162M | Q4 2025 | 1/7/2026 | 134 |
| 8023 | Downshift Financial, LLC | $162M | Q4 2025 | 3/11/2026 | 68 |
| 8024 | Axecap Investments, LLC | $162M | Q4 2025 | 1/29/2026 | 73 |
| 8025 | SYNTAX RESEARCH, INC. | $162M | Q4 2025 | 2/2/2026 | 193 |
| 8026 | IBERIABANK CORP | $162M | Q1 2014 | 5/9/2014 | 150 |
| 8027 | Del-Sette Capital Management, LLC | $162M | Q4 2025 | 2/2/2026 | 54 |
| 8028 | Old Peak Finance LLC | $162M | Q4 2025 | 2/10/2026 | 87 |
| 8029 | Navigoe, LLC | $162M | Q4 2025 | 2/3/2026 | 269 |
| 8030 | Braun-Bostich & Associates Inc. | $162M | Q4 2025 | 1/14/2026 | 125 |
| 8031 | NewGen Asset Management Ltd | $162M | Q4 2025 | 2/17/2026 | 23 |
| 8032 | TI-TRUST, INC | $162M | Q4 2025 | 1/23/2026 | 129 |
| 8033 | Financial Harvest, LLC | $162M | Q4 2025 | 2/10/2026 | 62 |
| 8034 | Sanibel Captiva Investment Advisers, Inc. | $162M | Q4 2013 | 2/18/2014 | 100 |
| 8035 | Alpha Wealth Funds, LLC | $162M | Q4 2025 | 2/2/2026 | 51 |
| 8036 | Copley Financial Group, Inc. | $162M | Q4 2025 | 2/17/2026 | 112 |
| 8037 | 22C Capital LLC | $162M | Q4 2025 | 2/17/2026 | 1 |
| 8038 | PRING TURNER CAPITAL GROUP INC | $162M | Q4 2025 | 2/10/2026 | 68 |
| 8039 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $162M | Q4 2025 | 2/10/2026 | 129 |
| 8040 | MGO Private Wealth, LLC | $162M | Q4 2025 | 2/10/2026 | 67 |
| 8041 | STRINGER ASSET MANAGEMENT, LLC | $162M | Q2 2014 | 7/28/2014 | 39 |
| 8042 | IDG-Accel China Capital Associates L.P. | $162M | Q1 2014 | 5/15/2014 | 1 |
| 8043 | BayBridge Capital Group, LLC | $161M | Q4 2025 | 1/16/2026 | 95 |
| 8044 | FFG RETIREMENT ADVISORS LLC | $161M | Q4 2025 | 1/12/2026 | 44 |
| 8045 | PEOPLES BANK /OH | $161M | Q4 2025 | 1/29/2026 | 97 |
| 8046 | VERITY Wealth Advisors | $161M | Q4 2025 | 1/7/2026 | 82 |
| 8047 | Spahn Wealth & Retirement LLC | $161M | Q4 2025 | 2/13/2026 | 37 |
| 8048 | Kultura Capital Management LP | $161M | Q4 2025 | 2/17/2026 | 49 |
| 8049 | Manuka Financial, LLC | $161M | Q4 2025 | 1/28/2026 | 57 |
| 8050 | Riverbend Wealth Management, LLC | $161M | Q4 2025 | 1/29/2026 | 151 |
| 8051 | PEREGRINE INVESTMENT MANAGEMENT INC | $161M | Q4 2025 | 2/4/2026 | 19 |
| 8052 | Three Magnolias Financial Advisors, LLC | $161M | Q4 2025 | 1/20/2026 | 105 |
| 8053 | ORLEANS CAPITAL MANAGEMENT CORP/LA | $161M | Q4 2025 | 2/13/2026 | 121 |
| 8054 | Rayburn West Financial Services LLC | $161M | Q4 2025 | 2/5/2026 | 80 |
| 8055 | STILWELL JOSEPH | $161M | Q1 2014 | 5/12/2014 | 50 |
| 8056 | Geduld E E | $161M | Q2 2014 | 8/4/2014 | 316 |
| 8057 | Cox Capital Mgt LLC | $161M | Q4 2025 | 1/14/2026 | 62 |
| 8058 | 7G CAPITAL MANAGEMENT, LLC | $161M | Q4 2025 | 2/17/2026 | 11 |
| 8059 | MOON CAPITAL MANAGEMENT LP | $161M | Q4 2025 | 2/17/2026 | 11 |
| 8060 | BFI Infinity Ltd. | $161M | Q4 2025 | 1/14/2026 | 53 |
| 8061 | TPG Advisors LLC | $161M | Q4 2025 | 1/21/2026 | 108 |
| 8062 | Investment Partners Asset Management, Inc. | $161M | Q4 2025 | 1/15/2026 | 159 |
| 8063 | McAlister, Sweet & Associates, Inc. | $161M | Q1 2026 | 4/2/2026 | 32 |
| 8064 | Glacier Peak Capital LLC | $160M | Q2 2014 | 7/29/2014 | 59 |
| 8065 | New Mountain Capital, L.L.C. | $160M | Q4 2025 | 2/17/2026 | 1 |
| 8066 | Cyr Financial Inc. | $160M | Q4 2025 | 1/16/2026 | 58 |
| 8067 | CHARLEMAGNE CAPITAL LTD | $160M | Q2 2014 | 8/11/2014 | 21 |
| 8068 | Sterling Manor Financial, LLC | $160M | Q4 2025 | 1/7/2026 | 35 |
| 8069 | Pacific Park Financial, Inc. | $160M | Q4 2025 | 1/30/2026 | 74 |
| 8070 | Rubicon Founders LLC | $160M | Q4 2025 | 2/17/2026 | 2 |
| 8071 | FLYWHEEL PRIVATE WEALTH LLC | $160M | Q4 2025 | 1/14/2026 | 84 |
| 8072 | Providence Wealth Advisors, LLC | $160M | Q4 2025 | 2/6/2026 | 89 |
| 8073 | Rare Wolf Capital LLC | $160M | Q4 2025 | 2/19/2026 | 123 |
| 8074 | General Equity Holdings LP | $160M | Q4 2025 | 2/17/2026 | 12 |
| 8075 | Ballast Rock Private Wealth LLC | $160M | Q4 2025 | 2/4/2026 | 171 |
| 8076 | Research Affiliates, LLC | $160M | Q3 2013 | 2/13/2014 | 16 |
| 8077 | Principia Wealth Advisory, LLC | $160M | Q4 2025 | 2/10/2026 | 1,015 |
| 8078 | PATRICK M SWEENEY & ASSOCIATES, INC | $160M | Q4 2025 | 2/4/2026 | 159 |
| 8079 | Benchmark Capital Advisors | $160M | Q2 2014 | 8/6/2014 | 130 |
| 8080 | ALLIANZ INVESTMENT MANAGEMENT LLC | $160M | Q4 2025 | 2/11/2026 | 29 |
| 8081 | Canandaigua National Trust Co of Florida | $160M | Q4 2025 | 1/30/2026 | 129 |
| 8082 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $160M | Q4 2025 | 2/24/2026 | 86 |
| 8083 | MEMBERS WEALTH LLC | $160M | Q4 2025 | 1/28/2026 | 106 |
| 8084 | Graphene Investments SAS | $160M | Q4 2025 | 1/27/2026 | 44 |
| 8085 | Sloane Robinson LLP | $159M | Q2 2014 | 8/4/2014 | 14 |
| 8086 | Blue Water Life Science Advisors, LP | $159M | Q4 2025 | 2/17/2026 | 9 |
| 8087 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $159M | Q4 2025 | 2/12/2026 | 79 |
| 8088 | Holcombe Financial, Inc. | $159M | Q4 2025 | 1/27/2026 | 48 |
| 8089 | Three Corner Global Investors LP | $159M | Q1 2014 | 5/14/2014 | 30 |
| 8090 | Lifetime Wealth Management P.C. | $159M | Q4 2025 | 3/25/2026 | 89 |
| 8091 | Rochester Wealth Strategies, LLC | $159M | Q4 2025 | 1/15/2026 | 24 |
| 8092 | Gutierrez Wealth Advisory, LLC | $159M | Q4 2025 | 2/6/2026 | 62 |
| 8093 | TEXAS CAPITAL BANCSHARES INC/TX | $159M | Q2 2014 | 7/22/2014 | 148 |
| 8094 | Forthright Family Wealth Advisory LLC | $159M | Q4 2025 | 2/23/2026 | 47 |
| 8095 | Mustard Seed Financial, LLC | $159M | Q4 2025 | 1/23/2026 | 86 |
| 8096 | Scientech Research LLC | $159M | Q4 2025 | 2/17/2026 | 479 |
| 8097 | TOWER TRUST & INVESTMENT Co | $159M | Q4 2025 | 1/21/2026 | 204 |
| 8098 | Hillman Capital Management, Inc. | $159M | Q4 2025 | 2/17/2026 | 56 |
| 8099 | Alcosta Capital Management, Inc. | $159M | Q4 2025 | 2/13/2026 | 25 |
| 8100 | Crew Capital Management, Ltd | $159M | Q4 2025 | 1/16/2026 | 111 |
| 8101 | Cooper Capital Advisors LLC | $159M | Q4 2025 | 2/12/2026 | 42 |
| 8102 | GEN Financial Management, INC. | $159M | Q4 2025 | 1/15/2026 | 47 |
| 8103 | XY Capital Ltd | $159M | Q4 2025 | 2/12/2026 | 269 |
| 8104 | Coastline Complete Wealth LLC | $159M | Q4 2025 | 2/24/2026 | 50 |
| 8105 | International Private Wealth Advisors LLC | $159M | Q4 2025 | 1/14/2026 | 156 |
| 8106 | Yorkville Advisors Global, LP | $159M | Q4 2025 | 2/10/2026 | 29 |
| 8107 | Impala Asset Management LLC | $159M | Q4 2025 | 2/13/2026 | 23 |
| 8108 | GENTRY PRIVATE WEALTH, LLC | $159M | Q4 2025 | 1/28/2026 | 96 |
| 8109 | Round Hill Asset Management | $159M | Q4 2025 | 2/12/2026 | 63 |
| 8110 | SOUTHERN CAPITAL SERVICES INC /ADV | $159M | Q4 2025 | 2/27/2026 | 27 |
| 8111 | ELCO Management Co., LLC | $159M | Q4 2025 | 2/4/2026 | 156 |
| 8112 | TOWER TRUST Co | $159M | Q1 2014 | 5/8/2014 | 172 |
| 8113 | SLS MANAGEMENT LLC | $159M | Q1 2014 | 5/15/2014 | 17 |
| 8114 | Pathfinder Wealth Consulting, Inc. | $158M | Q4 2025 | 2/9/2026 | 166 |
| 8115 | AG Campbell Advisory, LLC | $158M | Q4 2025 | 3/11/2026 | 5 |
| 8116 | ELKHORN PARTNERS LIMITED PARTNERSHIP | $158M | Q4 2025 | 2/17/2026 | 50 |
| 8117 | Invera Wealth Advisors, LLC | $158M | Q4 2025 | 1/23/2026 | 90 |
| 8118 | Retirement Wealth Solutions LLC | $158M | Q4 2025 | 1/7/2026 | 760 |
| 8119 | Argosy-Lionbridge Management, LLC | $158M | Q4 2025 | 2/17/2026 | 14 |
| 8120 | WealthCare Asset Management, LLC | $158M | Q4 2025 | 2/17/2026 | 35 |
| 8121 | Covey Capital Advisors, LLC | $158M | Q1 2014 | 5/13/2014 | 48 |
| 8122 | Audent Global Asset Management, LLC | $158M | Q4 2025 | 3/10/2026 | 52 |
| 8123 | Strategent Financial, LLC | $158M | Q4 2025 | 1/29/2026 | 40 |
| 8124 | Crestwood Capital Management, L.P. | $158M | Q4 2025 | 2/11/2026 | 13 |
| 8125 | Niatross Investments Ltd | $158M | Q4 2025 | 1/21/2026 | 1 |
| 8126 | H PARTNERS MANAGEMENT, LLC | $158M | Q4 2025 | 2/17/2026 | 3 |
| 8127 | Clearview Wealth Advisors LLC | $158M | Q4 2025 | 2/17/2026 | 103 |
| 8128 | Greycroft LP | $158M | Q4 2025 | 2/17/2026 | 12 |
| 8129 | Vannoy Advisory Group, Inc. | $158M | Q4 2025 | 1/15/2026 | 29 |
| 8130 | BOYAR ASSET MANAGEMENT INC. | $158M | Q4 2025 | 2/13/2026 | 75 |
| 8131 | Troluce Capital Advisors LLC | $158M | Q4 2025 | 2/17/2026 | 11 |
| 8132 | Dean, Jacobson Financial Services, LLC | $158M | Q4 2025 | 2/3/2026 | 18 |
| 8133 | Gagnon Advisors, LLC | $158M | Q4 2025 | 2/13/2026 | 23 |
| 8134 | IMG Wealth Management, Inc. | $157M | Q4 2025 | 2/5/2026 | 586 |
| 8135 | PB INVESTMENT PARTNERS, L.P. | $157M | Q4 2025 | 2/13/2026 | 9 |
| 8136 | Heritage Wealth Management, Inc. /CA/ | $157M | Q4 2025 | 2/4/2026 | 90 |
| 8137 | Fingerlakes Wealth Management, Inc. | $157M | Q4 2025 | 2/5/2026 | 97 |
| 8138 | MCGUIRE CAPITAL ADVISORS INC | $157M | Q4 2025 | 2/19/2026 | 944 |
| 8139 | Greenwich Investment Management, Inc. | $157M | Q1 2014 | 5/15/2014 | 36 |
| 8140 | Barrington Strategic Wealth Management Group LLC | $157M | Q2 2014 | 8/8/2014 | 103 |
| 8141 | Richmond Brothers, Inc. | $157M | Q4 2025 | 2/12/2026 | 36 |
| 8142 | EMORY UNIVERSITY | $157M | Q4 2025 | 2/11/2026 | 7 |
| 8143 | FWG Investments, LLC. | $157M | Q4 2025 | 1/28/2026 | 111 |
| 8144 | Redwood Financial Network Corp | $157M | Q4 2025 | 2/10/2026 | 177 |
| 8145 | Parsonex Advisory Services, Inc. | $157M | Q4 2025 | 2/12/2026 | 99 |
| 8146 | LFG Wealth Partners, LLC | $157M | Q4 2025 | 2/17/2026 | 81 |
| 8147 | RiverTree Advisors, LLC | $157M | Q4 2025 | 1/15/2026 | 61 |
| 8148 | Atala Financial Inc | $157M | Q4 2025 | 1/23/2026 | 122 |
| 8149 | Archvest Wealth Advisors, Inc. | $157M | Q4 2025 | 2/13/2026 | 65 |
| 8150 | Kopp Family Office, LLC | $157M | Q4 2025 | 1/12/2026 | 21 |
| 8151 | Cedar Point Capital Partners, LLC | $157M | Q4 2025 | 2/11/2026 | 69 |
| 8152 | Valpey Financial Services, LLC | $157M | Q4 2025 | 3/4/2026 | 72 |
| 8153 | Fidato Wealth LLC | $157M | Q4 2025 | 2/13/2026 | 15 |
| 8154 | Schwallier Wealth Management LLC | $157M | Q4 2025 | 2/11/2026 | 54 |
| 8155 | BREAKTHRU ADVISORY SERVICES, LLC | $156M | Q4 2025 | 1/12/2026 | 63 |
| 8156 | Meadow Creek Wealth Advisors LLC | $156M | Q4 2025 | 1/28/2026 | 138 |
| 8157 | CHANNING GLOBAL ADVISORS, LLC | $156M | Q4 2025 | 2/10/2026 | 44 |
| 8158 | Atlantic Private Wealth, LLC | $156M | Q4 2025 | 2/11/2026 | 393 |
| 8159 | Stonekeep Investments, LLC | $156M | Q4 2025 | 1/7/2026 | 61 |
| 8160 | Indices-Pac Research Corp. | $156M | Q1 2014 | 5/15/2014 | 198 |
| 8161 | Lakeside Advisors, INC. | $156M | Q4 2025 | 1/27/2026 | 62 |
| 8162 | Avory & Company, LLC | $156M | Q4 2025 | 2/24/2026 | 42 |
| 8163 | LifeSteps Financial, Inc. | $156M | Q4 2025 | 1/28/2026 | 90 |
| 8164 | Invariant Investment Management | $156M | Q4 2025 | 1/26/2026 | 71 |
| 8165 | Independence Trust CO | $156M | Q2 2014 | 7/15/2014 | 110 |
| 8166 | CULTIVAR CAPITAL, INC. | $156M | Q4 2025 | 1/9/2026 | 43 |
| 8167 | MidAtlantic Capital Management, Inc. | $156M | Q4 2025 | 2/10/2026 | 240 |
| 8168 | FLAHERTY & CRUMRINE INC | $156M | Q1 2014 | 5/15/2014 | 10 |
| 8169 | Schulz Wealth, LTD. | $156M | Q4 2025 | 2/5/2026 | 62 |
| 8170 | Palouse Capital Management, Inc. | $156M | Q4 2025 | 1/23/2026 | 162 |
| 8171 | Grantvest Financial Group LLC | $156M | Q4 2025 | 2/2/2026 | 164 |
| 8172 | BANKERS TRUST CO | $156M | Q1 2014 | 5/15/2014 | 115 |
| 8173 | SFI Advisors, LLC | $156M | Q4 2025 | 2/11/2026 | 66 |
| 8174 | Five Pine Wealth Management | $156M | Q4 2025 | 1/21/2026 | 42 |
| 8175 | BlueMar Capital Management, LLC | $156M | Q1 2014 | 5/15/2014 | 29 |
| 8176 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $156M | Q4 2025 | 2/13/2026 | 90 |
| 8177 | Code Waechter LLC | $156M | Q4 2025 | 1/26/2026 | 108 |
| 8178 | Whipplewood Advisors, LLC | $156M | Q4 2025 | 2/17/2026 | 503 |
| 8179 | Sippican Capital Advisors | $156M | Q4 2025 | 1/23/2026 | 113 |
| 8180 | American Institute for Advanced Investment Management, LLP | $156M | Q4 2025 | 2/4/2026 | 150 |
| 8181 | BRIDGER MANAGEMENT, LLC | $156M | Q4 2025 | 2/17/2026 | 24 |
| 8182 | Osmium Partners, LLC | $155M | Q1 2014 | 5/14/2014 | 20 |
| 8183 | SLT Holdings LLC | $155M | Q4 2025 | 2/9/2026 | 140 |
| 8184 | DBA TRADING, LLC | $155M | Q4 2025 | 2/17/2026 | 39 |
| 8185 | PORTOLA GROUP INC /CA | $155M | Q4 2013 | 2/14/2014 | 83 |
| 8186 | Ball & Co Wealth Management Inc. | $155M | Q4 2025 | 1/23/2026 | 78 |
| 8187 | BNB Wealth Management, LLC | $155M | Q4 2025 | 2/17/2026 | 88 |
| 8188 | Caerus Global Investors LLC | $155M | Q1 2014 | 6/20/2014 | 39 |
| 8189 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $155M | Q4 2025 | 1/29/2026 | 36 |
| 8190 | INTERACTIVE FINANCIAL ADVISORS, INC. | $155M | Q4 2025 | 2/9/2026 | 78 |
| 8191 | Gallagher Capital Advisors, LLC | $155M | Q4 2025 | 2/12/2026 | 67 |
| 8192 | JONES ROAD CAPITAL MANAGEMENT, L.P. | $155M | Q4 2025 | 2/13/2026 | 21 |
| 8193 | State of Wisconsin - Board of Commissioners of Public Lands | $155M | Q4 2025 | 2/5/2026 | 6 |
| 8194 | WASHINGTON GROWTH STRATEGIES LLC | $155M | Q4 2025 | 1/26/2026 | 56 |
| 8195 | Financially Speaking Inc | $155M | Q4 2025 | 2/10/2026 | 168 |
| 8196 | Hidden Cove Wealth Management, LLC | $155M | Q4 2025 | 2/2/2026 | 102 |
| 8197 | B. Riley Wealth Management, Inc. | $154M | Q2 2014 | 7/17/2014 | 1,144 |
| 8198 | HANSEATIC MANAGEMENT SERVICES INC | $154M | Q2 2014 | 8/5/2014 | 242 |
| 8199 | North Forty Management, LLC | $154M | Q2 2014 | 7/28/2014 | 6 |
| 8200 | FMA Wealth Management, LLC | $154M | Q4 2025 | 1/13/2026 | 45 |