Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8001 | Farrow Financial, Inc. | $187M | Q2 2026 | 8/4/2026 | 55 |
| 8002 | C V STARR & CO INC | $187M | Q2 2026 | 8/11/2026 | 5 |
| 8003 | PARAGON FINANCIAL PARTNERS, INC. | $187M | Q2 2026 | 8/7/2026 | 79 |
| 8004 | RAPTOR CAPITAL MANAGEMENT LP | $187M | Q1 2014 | 5/15/2014 | 39 |
| 8005 | Meadowbrook Advisors Group, LLC | $187M | Q2 2026 | 8/7/2026 | 169 |
| 8006 | JCP Investment Management, LLC | $187M | Q2 2026 | 8/13/2026 | 26 |
| 8007 | McAlister, Sweet & Associates, Inc. | $187M | Q2 2026 | 7/13/2026 | 41 |
| 8008 | Wall Street Financial Group, Inc. | $187M | Q2 2026 | 7/13/2026 | 120 |
| 8009 | Obsido Oy | $187M | Q2 2026 | 8/14/2026 | 20 |
| 8010 | WARBURG PINCUS LLC | $187M | Q2 2026 | 8/14/2026 | 1 |
| 8011 | Hudson Canyon Capital Management | $187M | Q2 2026 | 7/28/2026 | 50 |
| 8012 | LTS Liquid Investments LLC | $187M | Q2 2026 | 7/17/2026 | 8 |
| 8013 | Ponta Wealth Partners, LLC | $187M | Q2 2026 | 8/12/2026 | 199 |
| 8014 | OPINICUS CAPITAL, INC. | $187M | Q2 2026 | 7/27/2026 | 105 |
| 8015 | Robinson Value Management, Ltd. | $187M | Q2 2026 | 8/10/2026 | 75 |
| 8016 | DSC Advisors, L.P. | $187M | Q1 2014 | 5/15/2014 | 53 |
| 8017 | Solas Capital Management, LLC | $187M | Q2 2026 | 8/14/2026 | 21 |
| 8018 | Fee-Only Financial Planning, L.C. | $187M | Q2 2026 | 7/29/2026 | 45 |
| 8019 | Oakum Bay Capital LLC | $187M | Q1 2026 | 5/14/2026 | 88 |
| 8020 | Erickson Financial Group, LLC | $187M | Q2 2026 | 7/27/2026 | 25 |
| 8021 | SummerHaven Investment Management, LLC | $187M | Q2 2026 | 7/21/2026 | 192 |
| 8022 | Financial Designs Corp | $187M | Q2 2026 | 7/10/2026 | 41 |
| 8023 | Bay Capital Advisors, LLC | $187M | Q2 2026 | 7/21/2026 | 108 |
| 8024 | Vantus Wealth LLC | $187M | Q2 2026 | 8/7/2026 | 236 |
| 8025 | Widmann Financial Services, Inc. | $186M | Q2 2026 | 8/14/2026 | 123 |
| 8026 | Adirondack Capital Advisors, LLC | $186M | Q2 2026 | 7/10/2026 | 45 |
| 8027 | Financial Planning Hawaii, Inc. | $186M | Q2 2026 | 7/23/2026 | 134 |
| 8028 | Invera Wealth Advisors, LLC | $186M | Q2 2026 | 7/29/2026 | 132 |
| 8029 | Forbes Financial Planning, Inc. | $186M | Q2 2026 | 7/23/2026 | 38 |
| 8030 | Brookmont Capital Management | $186M | Q2 2026 | 7/24/2026 | 61 |
| 8031 | AFFINITY WEALTH LLC | $186M | Q2 2026 | 8/26/2026 | 27 |
| 8032 | SOUTH PLAINS FINANCIAL, INC. | $186M | Q2 2026 | 8/13/2026 | 209 |
| 8033 | Optimus Capital Advisors, LLC | $186M | Q2 2026 | 7/16/2026 | 43 |
| 8034 | Columbia River Financial Group, LLC | $186M | Q2 2026 | 8/13/2026 | 58 |
| 8035 | CADENCE BANK NA | $186M | Q2 2014 | 8/4/2014 | 157 |
| 8036 | Marin Bay Wealth Advisors, LLC | $186M | Q2 2026 | 8/10/2026 | 129 |
| 8037 | Palliser Capital (UK) Ltd | $186M | Q2 2026 | 8/13/2026 | 23 |
| 8038 | TI-TRUST, INC | $186M | Q2 2026 | 7/23/2026 | 132 |
| 8039 | General Partner, Inc. | $186M | Q2 2026 | 7/6/2026 | 234 |
| 8040 | Tranquilli Financial Advisor LLC | $186M | Q2 2026 | 8/7/2026 | 135 |
| 8041 | Live Oak Investment Partners | $186M | Q2 2026 | 8/10/2026 | 93 |
| 8042 | Fingerlakes Wealth Management, Inc. | $186M | Q2 2026 | 7/23/2026 | 101 |
| 8043 | Omega Fund Management, LLC | $186M | Q2 2026 | 8/14/2026 | 10 |
| 8044 | LEIGH BALDWIN & CO., LLC | $186M | Q2 2026 | 8/13/2026 | 182 |
| 8045 | Godshalk Welsh Capital Management, Inc. | $186M | Q2 2026 | 8/14/2026 | 137 |
| 8046 | Northland Capital Management LLC | $186M | Q2 2026 | 7/21/2026 | 30 |
| 8047 | MELFA WEALTH MANAGEMENT, INC. | $185M | Q2 2026 | 7/24/2026 | 196 |
| 8048 | SANTA MONICA PARTNERS LP | $185M | Q2 2026 | 8/13/2026 | 13 |
| 8049 | Anchor Bay Capital, Inc. | $185M | Q2 2026 | 8/11/2026 | 341 |
| 8050 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $185M | Q2 2026 | 7/6/2026 | 39 |
| 8051 | SEIDMAN LAWRENCE B | $185M | Q2 2014 | 8/11/2014 | 26 |
| 8052 | WINCAP FINANCIAL LLC | $185M | Q2 2026 | 7/9/2026 | 91 |
| 8053 | Integrated Financial Solutions, Inc. | $185M | Q2 2026 | 7/16/2026 | 36 |
| 8054 | American Alpha Advisors, LLC | $185M | Q2 2026 | 8/14/2026 | 95 |
| 8055 | Byrne Asset Management LLC | $185M | Q2 2026 | 7/7/2026 | 594 |
| 8056 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $185M | Q2 2026 | 7/7/2026 | 15 |
| 8057 | Compass Planning Associates Inc | $185M | Q2 2026 | 7/27/2026 | 33 |
| 8058 | Farrell Financial LLC | $185M | Q2 2026 | 7/10/2026 | 83 |
| 8059 | Millstone Evans Group, LLC | $185M | Q2 2026 | 8/11/2026 | 877 |
| 8060 | Positano Wealth Management Ltd | $185M | Q2 2026 | 7/20/2026 | 24 |
| 8061 | Silver Grove Financial Group, Inc. | $185M | Q2 2026 | 8/13/2026 | 2,450 |
| 8062 | WealthTrust Asset Management, LLC | $185M | Q2 2026 | 7/27/2026 | 111 |
| 8063 | GOLDMAN CAPITAL MANAGEMENT INC | $185M | Q1 2014 | 5/14/2014 | 31 |
| 8064 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $185M | Q2 2026 | 8/11/2026 | 97 |
| 8065 | Hibernia Wealth Partners, LLC | $185M | Q2 2026 | 7/23/2026 | 82 |
| 8066 | INCOME RESEARCH & MANAGEMENT | $184M | Q2 2026 | 7/24/2026 | 30 |
| 8067 | Daner Wealth Management, LLC | $184M | Q2 2026 | 8/14/2026 | 96 |
| 8068 | Dale Q Rice Investment Management Ltd | $184M | Q2 2026 | 8/7/2026 | 68 |
| 8069 | ZynergyRetirementPlanningLLC | $184M | Q2 2026 | 7/17/2026 | 26 |
| 8070 | Sanchez Levi Garrett | $184M | Q2 2026 | 8/14/2026 | 74 |
| 8071 | Sun Mountain Capital Ltd | $184M | Q2 2026 | 7/24/2026 | 2 |
| 8072 | Tacita Capital Inc | $184M | Q2 2026 | 8/10/2026 | 214 |
| 8073 | CINQUE PARTNERS LLC | $184M | Q1 2014 | 6/2/2014 | 42 |
| 8074 | Ervin Investment Management, LLC | $184M | Q2 2026 | 7/14/2026 | 47 |
| 8075 | Commerce Advisors, LLC | $184M | Q2 2026 | 8/4/2026 | 128 |
| 8076 | NEW CENTURY INVESTMENT MANAGEMENT, INC | $184M | Q2 2014 | 7/18/2014 | 86 |
| 8077 | Sterling Wealth Advisors Inc | $184M | Q2 2026 | 7/23/2026 | 20 |
| 8078 | Institutional Venture Management XII, LLC | $184M | Q2 2014 | 8/11/2014 | 1 |
| 8079 | Triavera Capital LLC | $184M | Q2 2026 | 8/13/2026 | 15 |
| 8080 | BXM Wealth LLC | $184M | Q2 2026 | 7/24/2026 | 163 |
| 8081 | Legend Capital Advisors LLC | $184M | Q2 2026 | 8/14/2026 | 62 |
| 8082 | Northern Lights Advisors, Inc. | $184M | Q2 2026 | 8/6/2026 | 72 |
| 8083 | Menard Financial Group LLC | $184M | Q2 2026 | 8/7/2026 | 80 |
| 8084 | KESTREL INVESTMENT MANAGEMENT CORP | $184M | Q2 2026 | 8/4/2026 | 40 |
| 8085 | RETIREMENT PLANNING GROUP, LLC / NY | $184M | Q2 2026 | 8/7/2026 | 108 |
| 8086 | LeConte Wealth Management, LLC | $184M | Q2 2026 | 8/7/2026 | 179 |
| 8087 | HERBST GROUP, LLC | $183M | Q2 2026 | 7/9/2026 | 65 |
| 8088 | Millennium Capital Advisors, LLC | $183M | Q2 2026 | 7/28/2026 | 137 |
| 8089 | Alpha Wealth Funds, LLC | $183M | Q2 2026 | 8/10/2026 | 63 |
| 8090 | BCO Wealth Management LLC | $183M | Q2 2026 | 7/14/2026 | 45 |
| 8091 | Motiv8 Investments LLC | $183M | Q4 2025 | 2/13/2026 | 1,068 |
| 8092 | MCGUIRE CAPITAL ADVISORS INC | $183M | Q2 2026 | 8/14/2026 | 915 |
| 8093 | Cascade Investment Advisors, Inc. | $183M | Q2 2026 | 7/15/2026 | 113 |
| 8094 | Caitlin John, LLC | $183M | Q2 2026 | 8/17/2026 | 1,001 |
| 8095 | Crew Capital Management, Ltd | $183M | Q2 2026 | 8/3/2026 | 112 |
| 8096 | OPUS INVESTMENT MANAGEMENT INC | $183M | Q2 2026 | 8/12/2026 | 31 |
| 8097 | BUSH INVESTMENT GROUP, LLC | $183M | Q1 2026 | 8/3/2026 | 38 |
| 8098 | BNB Wealth Management, LLC | $183M | Q2 2026 | 8/12/2026 | 94 |
| 8099 | GIOVINE CAPITAL GROUP LLC | $183M | Q2 2014 | 8/8/2014 | 46 |
| 8100 | Claris Financial LLC | $183M | Q1 2026 | 5/18/2026 | 178 |
| 8101 | Tevis Investment Management | $183M | Q2 2026 | 8/5/2026 | 104 |
| 8102 | Cannon Wealth Management Services, LLC | $183M | Q2 2026 | 8/11/2026 | 99 |
| 8103 | Passumpsic Savings Bank | $183M | Q4 2025 | 2/5/2026 | 90 |
| 8104 | TB Capital Gestao de Recursos Ltda. | $183M | Q2 2026 | 8/14/2026 | 19 |
| 8105 | XP Advisory US, Inc. | $183M | Q2 2026 | 7/30/2026 | 81 |
| 8106 | Legacies Wealth LLC | $183M | Q2 2026 | 7/22/2026 | 109 |
| 8107 | CERTIOR FINANCIAL GROUP, LLC | $183M | Q2 2026 | 7/20/2026 | 146 |
| 8108 | Nicholas Wealth, LLC. | $182M | Q2 2026 | 7/24/2026 | 127 |
| 8109 | MEMBERS WEALTH LLC | $182M | Q2 2026 | 7/9/2026 | 120 |
| 8110 | Darwins River Capital, LP | $182M | Q2 2026 | 8/14/2026 | 26 |
| 8111 | STERLING INVESTMENT MANAGEMENT, LLC | $182M | Q2 2026 | 7/21/2026 | 66 |
| 8112 | Lakewood Asset Management LLC | $182M | Q2 2026 | 8/6/2026 | 107 |
| 8113 | TPG Advisors LLC | $182M | Q2 2026 | 7/29/2026 | 115 |
| 8114 | PRENTISS SMITH & CO INC | $182M | Q2 2026 | 7/30/2026 | 67 |
| 8115 | Magnolia Private Wealth, LLC | $182M | Q2 2026 | 8/5/2026 | 153 |
| 8116 | Shotwell Rutter Baer Inc | $182M | Q2 2026 | 7/21/2026 | 38 |
| 8117 | Brewster Financial Planning LLC | $182M | Q2 2026 | 7/14/2026 | 30 |
| 8118 | First National Bank of Hutchinson | $182M | Q2 2026 | 8/3/2026 | 90 |
| 8119 | CROWN ADVISORS MANAGEMENT, INC. | $182M | Q2 2026 | 8/6/2026 | 43 |
| 8120 | PUREfi Wealth, LLC | $182M | Q2 2026 | 7/27/2026 | 208 |
| 8121 | EQ WEALTH ADVISORS, LLC | $182M | Q2 2026 | 7/24/2026 | 57 |
| 8122 | Fosse Capital Partners LLP | $182M | Q2 2026 | 8/13/2026 | 3 |
| 8123 | Stevens First Principles Investment Advisors | $182M | Q2 2014 | 8/7/2014 | 222 |
| 8124 | Taylor Financial Group, Inc. | $182M | Q2 2026 | 7/24/2026 | 103 |
| 8125 | Elevate Capital Advisors, LLC | $182M | Q2 2026 | 7/31/2026 | 77 |
| 8126 | Lagoda Investment Management, L.P. | $182M | Q2 2026 | 8/14/2026 | 25 |
| 8127 | Wilkins Miller Wealth Management, LLC | $182M | Q2 2026 | 7/21/2026 | 95 |
| 8128 | PERSPECTIVE WEALTH ADVISORS LLC | $182M | Q2 2026 | 8/13/2026 | 70 |
| 8129 | AMES NATIONAL CORP | $182M | Q2 2026 | 8/13/2026 | 70 |
| 8130 | Charter Oak Advisors LP | $182M | Q2 2026 | 8/13/2026 | 14 |
| 8131 | Dean, Jacobson Financial Services, LLC | $182M | Q2 2026 | 7/29/2026 | 22 |
| 8132 | Baring Financial LLC | $182M | Q2 2026 | 7/8/2026 | 86 |
| 8133 | Fiduciary Wealth Partners, LLC | $182M | Q2 2026 | 7/29/2026 | 69 |
| 8134 | Hidden Cove Wealth Management, LLC | $182M | Q2 2026 | 7/21/2026 | 133 |
| 8135 | SCALAR GAUGE MANAGEMENT, LLC | $182M | Q2 2026 | 8/14/2026 | 27 |
| 8136 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $182M | Q2 2026 | 7/23/2026 | 19 |
| 8137 | Fort Henry Capital, LLC | $182M | Q2 2026 | 7/15/2026 | 17 |
| 8138 | Retirement Wealth Solutions LLC | $181M | Q2 2026 | 7/7/2026 | 811 |
| 8139 | Dominguez Wealth Management Solutions, Inc. | $181M | Q2 2026 | 7/9/2026 | 75 |
| 8140 | Addis & Hill, Inc | $181M | Q2 2026 | 7/7/2026 | 29 |
| 8141 | Rayburn West Financial Services LLC | $181M | Q2 2026 | 8/7/2026 | 81 |
| 8142 | New Vernon Capital Holdings II LLC | $181M | Q2 2026 | 8/14/2026 | 73 |
| 8143 | Clearwave Capital, LLC | $181M | Q2 2026 | 7/17/2026 | 166 |
| 8144 | COLUMBIA ADVISORY PARTNERS LLC | $181M | Q2 2026 | 7/23/2026 | 111 |
| 8145 | Renaissance Capital LLC | $181M | Q2 2026 | 8/5/2026 | 52 |
| 8146 | Abingworth LLP | $181M | Q1 2014 | 5/21/2014 | 13 |
| 8147 | Ariston Services Group | $181M | Q2 2026 | 7/27/2026 | 70 |
| 8148 | Integras Partners LLC | $181M | Q2 2026 | 7/24/2026 | 100 |
| 8149 | Argo Wealth Advisory, LLC | $181M | Q2 2026 | 8/7/2026 | 50 |
| 8150 | Nova Wealth Management, Inc. | $181M | Q2 2026 | 7/13/2026 | 570 |
| 8151 | Daviman Financial, LLC | $181M | Q2 2026 | 7/24/2026 | 92 |
| 8152 | Grafton Street Partners Management Company, LLC | $181M | Q2 2026 | 8/14/2026 | 10 |
| 8153 | Nolet Wealth Management, LLC | $181M | Q2 2026 | 7/10/2026 | 112 |
| 8154 | Meixler Investment Management, Ltd. | $181M | Q2 2026 | 8/3/2026 | 90 |
| 8155 | Invicta Capital Management, LLC | $181M | Q1 2014 | 5/15/2014 | 23 |
| 8156 | Clayton Financial Group LLC | $181M | Q2 2026 | 7/20/2026 | 65 |
| 8157 | Axecap Investments, LLC | $181M | Q2 2026 | 8/10/2026 | 73 |
| 8158 | My Portfolio Guide, LLC | $181M | Q1 2026 | 5/5/2026 | 166 |
| 8159 | Asset Management Advisors, LLC | $181M | Q2 2026 | 7/2/2026 | 17 |
| 8160 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $181M | Q2 2026 | 8/27/2026 | 57 |
| 8161 | Rochester Wealth Strategies, LLC | $181M | Q2 2026 | 7/22/2026 | 27 |
| 8162 | Arrow Capital Management, LLC | $181M | Q2 2026 | 8/11/2026 | 21 |
| 8163 | Laurel Grove Capital, LLC | $181M | Q2 2014 | 7/15/2014 | 94 |
| 8164 | Deer VI & Co. LLC | $181M | Q2 2014 | 8/4/2014 | 3 |
| 8165 | Upper Left Wealth Management, LLC | $180M | Q2 2026 | 7/14/2026 | 73 |
| 8166 | Gideon Capital Advisors, Inc. | $180M | Q1 2014 | 5/15/2014 | 196 |
| 8167 | FOUNDERS BANK & TRUST | $180M | Q2 2014 | 7/22/2014 | 361 |
| 8168 | Flowering Tree Investment Management Pte. Ltd. | $180M | Q1 2014 | 5/12/2014 | 7 |
| 8169 | Redwood Financial Network Corp | $180M | Q2 2026 | 8/7/2026 | 192 |
| 8170 | Orbitronix, LP | $180M | Q1 2014 | 5/14/2014 | 92 |
| 8171 | Clarity Wealth Development LLC | $180M | Q2 2026 | 7/27/2026 | 59 |
| 8172 | WASHINGTON GROWTH STRATEGIES LLC | $180M | Q2 2026 | 7/16/2026 | 62 |
| 8173 | AMIRAL GESTION | $180M | Q1 2026 | 4/20/2026 | 16 |
| 8174 | Potrero Capital Research LLC | $180M | Q2 2026 | 8/14/2026 | 46 |
| 8175 | Investment Partners Asset Management, Inc. | $180M | Q2 2026 | 7/24/2026 | 173 |
| 8176 | Haveli Investment Management LLC | $180M | Q2 2026 | 8/14/2026 | 4 |
| 8177 | URS Advisory LLC | $180M | Q2 2026 | 7/27/2026 | 61 |
| 8178 | Cox Capital Mgt LLC | $180M | Q2 2026 | 7/14/2026 | 81 |
| 8179 | Watchtower Advisors, LP | $180M | Q2 2026 | 8/13/2026 | 11 |
| 8180 | IMG Wealth Management, Inc. | $180M | Q2 2026 | 8/7/2026 | 612 |
| 8181 | Three Magnolias Financial Advisors, LLC | $179M | Q2 2026 | 7/31/2026 | 112 |
| 8182 | Gould Capital, LLC | $179M | Q2 2026 | 8/7/2026 | 217 |
| 8183 | GUERRA PAN ADVISORS, LLC | $179M | Q2 2026 | 8/12/2026 | 118 |
| 8184 | Willow Street Advisors LLC | $179M | Q4 2013 | 2/14/2014 | 144 |
| 8185 | Braun-Bostich & Associates Inc. | $179M | Q2 2026 | 7/24/2026 | 135 |
| 8186 | Financial Advisory Group | $179M | Q1 2014 | 5/8/2014 | 54 |
| 8187 | Sanchez Gaunt Capital Management, LLC | $179M | Q2 2026 | 8/14/2026 | 189 |
| 8188 | VISTA FINANCE, LLC | $179M | Q2 2026 | 7/16/2026 | 69 |
| 8189 | Langdon Equity Partners | $179M | Q2 2026 | 8/13/2026 | 9 |
| 8190 | THRYVE WEALTH MANAGEMENT LLC | $179M | Q2 2026 | 8/6/2026 | 38 |
| 8191 | Rareview Capital LLC | $179M | Q2 2026 | 7/23/2026 | 51 |
| 8192 | IMMERSION CORP | $179M | Q2 2026 | 8/14/2026 | 7 |
| 8193 | DecisionMap Wealth Management, LLC | $179M | Q2 2026 | 7/21/2026 | 145 |
| 8194 | Kamunting Street Capital Management, L.P. | $179M | Q2 2026 | 8/14/2026 | 25 |
| 8195 | PURSUE WEALTH PARTNERS LLC | $179M | Q2 2026 | 8/7/2026 | 91 |
| 8196 | Rolek Wealth Management LLC | $179M | Q2 2026 | 7/14/2026 | 23 |
| 8197 | Reyes Financial Architecture, Inc. | $179M | Q2 2026 | 7/16/2026 | 317 |
| 8198 | Salvus Wealth Management, LLC | $178M | Q2 2026 | 7/10/2026 | 125 |
| 8199 | CASCADE INVESTMENT GROUP, INC. | $178M | Q2 2026 | 7/23/2026 | 156 |
| 8200 | Gallacher Capital Management LLC | $178M | Q2 2026 | 7/16/2026 | 259 |