Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8201 | WINEBRENNER CAPITAL MANAGEMENT LLC | $156M | Q1 2026 | 4/10/2026 | 139 |
| 8202 | Adirondack Capital Advisors, LLC | $156M | Q1 2026 | 4/9/2026 | 44 |
| 8203 | Pioneer Family Office, LLC | $156M | Q1 2026 | 5/13/2026 | 122 |
| 8204 | Hidden Cove Wealth Management, LLC | $156M | Q1 2026 | 4/21/2026 | 109 |
| 8205 | SOUTHERN CAPITAL SERVICES INC /ADV | $156M | Q1 2026 | 4/29/2026 | 29 |
| 8206 | Good Steward Wealth Advisors,LLC | $156M | Q1 2026 | 5/4/2026 | 68 |
| 8207 | WESTCO ADVISORY SERVICES INC /ADV | $156M | Q1 2026 | 5/11/2026 | 104 |
| 8208 | Osmium Partners, LLC | $155M | Q1 2014 | 5/14/2014 | 20 |
| 8209 | Summit Portfolio Management, LTD. | $155M | Q1 2026 | 4/30/2026 | 24 |
| 8210 | PORTOLA GROUP INC /CA | $155M | Q4 2013 | 2/14/2014 | 83 |
| 8211 | DeLarme Wealth Management, Inc. | $155M | Q1 2026 | 4/23/2026 | 63 |
| 8212 | CAPSTONE CAPITAL LLC | $155M | Q1 2026 | 4/23/2026 | 22 |
| 8213 | Kuhn & Co Investment Counsel | $155M | Q1 2026 | 5/12/2026 | 142 |
| 8214 | RETIREMENT PLANNING GROUP, LLC / NY | $155M | Q1 2026 | 4/21/2026 | 94 |
| 8215 | Future Financial Wealth Managment LLC | $155M | Q1 2026 | 4/16/2026 | 128 |
| 8216 | Legend Financial Advisors, Inc. | $155M | Q1 2026 | 4/24/2026 | 38 |
| 8217 | Caerus Global Investors LLC | $155M | Q1 2014 | 6/20/2014 | 39 |
| 8218 | Archvest Wealth Advisors, Inc. | $155M | Q1 2026 | 5/13/2026 | 74 |
| 8219 | TOWERVIEW LLC | $155M | Q1 2026 | 5/5/2026 | 16 |
| 8220 | CYBER HORNET ETFs LLC | $155M | Q1 2026 | 5/8/2026 | 507 |
| 8221 | Minerva Advisors LLC | $155M | Q1 2026 | 5/12/2026 | 49 |
| 8222 | ES4, LLC | $155M | Q1 2026 | 4/29/2026 | 32 |
| 8223 | AtlasMark Financial, Inc | $155M | Q1 2026 | 4/22/2026 | 47 |
| 8224 | Mountain Lake Investment Management LLC | $155M | Q1 2026 | 5/15/2026 | 29 |
| 8225 | ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $155M | Q1 2026 | 4/27/2026 | 150 |
| 8226 | Equity Wealth Partners, LLC | $155M | Q1 2026 | 5/8/2026 | 76 |
| 8227 | LeConte Wealth Management, LLC | $155M | Q1 2026 | 5/12/2026 | 152 |
| 8228 | Elevate Capital Advisors, LLC | $155M | Q1 2026 | 4/23/2026 | 72 |
| 8229 | Yorkville Advisors Global, LP | $155M | Q1 2026 | 5/13/2026 | 43 |
| 8230 | DecisionMap Wealth Management, LLC | $155M | Q1 2026 | 4/15/2026 | 129 |
| 8231 | Meadow Creek Wealth Advisors LLC | $155M | Q1 2026 | 4/30/2026 | 135 |
| 8232 | Collar Capital Management, LLC | $155M | Q1 2026 | 5/14/2026 | 72 |
| 8233 | Grantvest Financial Group LLC | $154M | Q1 2026 | 5/11/2026 | 167 |
| 8234 | LEIGH BALDWIN & CO., LLC | $154M | Q1 2026 | 5/20/2026 | 163 |
| 8235 | ALBERT D MASON INC | $154M | Q1 2026 | 4/15/2026 | 129 |
| 8236 | B. Riley Wealth Management, Inc. | $154M | Q2 2014 | 7/17/2014 | 1,144 |
| 8237 | STEINBERG ASSET MANAGEMENT LLC | $154M | Q1 2026 | 5/11/2026 | 40 |
| 8238 | Rare Wolf Capital LLC | $154M | Q1 2026 | 5/14/2026 | 127 |
| 8239 | American Institute for Advanced Investment Management, LLP | $154M | Q1 2026 | 4/24/2026 | 153 |
| 8240 | Pathfinder Wealth Consulting, Inc. | $154M | Q1 2026 | 4/20/2026 | 163 |
| 8241 | North Forty Management, LLC | $154M | Q2 2014 | 7/28/2014 | 6 |
| 8242 | Stonekeep Investments, LLC | $154M | Q1 2026 | 4/7/2026 | 66 |
| 8243 | NDWM LLC | $154M | Q1 2026 | 4/24/2026 | 38 |
| 8244 | PERSPECTIVE WEALTH ADVISORS LLC | $154M | Q1 2026 | 5/8/2026 | 55 |
| 8245 | Legacy Capital Partners, Inc. | $154M | Q2 2014 | 8/11/2014 | 117 |
| 8246 | Foresight Global Investors, Inc. | $154M | Q1 2026 | 5/12/2026 | 29 |
| 8247 | Fidato Wealth LLC | $154M | Q1 2026 | 5/7/2026 | 15 |
| 8248 | SBI Holdings USA, Inc. | $154M | Q1 2026 | 5/8/2026 | 1 |
| 8249 | Alpine Fox Capital LLC | $154M | Q1 2026 | 5/14/2026 | 16 |
| 8250 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $154M | Q1 2026 | 4/29/2026 | 39 |
| 8251 | Cedar Point Capital Partners, LLC | $154M | Q1 2026 | 5/6/2026 | 71 |
| 8252 | Creegan & Nassoura Financial Group, LLC | $154M | Q4 2025 | 2/17/2026 | 78 |
| 8253 | Cravens & Co Advisors, LLC | $154M | Q1 2026 | 5/13/2026 | 64 |
| 8254 | APERIMUS CAPITAL, LLC | $154M | Q2 2014 | 7/14/2014 | 3 |
| 8255 | H PARTNERS MANAGEMENT, LLC | $154M | Q1 2026 | 5/15/2026 | 2 |
| 8256 | MILLBANK DARTMOOR PORTSMOUTH LLC | $154M | Q1 2026 | 5/12/2026 | 2 |
| 8257 | Valpey Financial Services, LLC | $154M | Q1 2026 | 5/11/2026 | 75 |
| 8258 | Nova Wealth Management, Inc. | $154M | Q1 2026 | 4/14/2026 | 545 |
| 8259 | RWQ Financial Management Services, Inc. | $153M | Q1 2026 | 5/14/2026 | 22 |
| 8260 | BRIGHT VALLEY CAPITAL Ltd | $153M | Q1 2026 | 5/13/2026 | 13 |
| 8261 | DOHENY ASSET MANAGEMENT /CA | $153M | Q1 2026 | 5/7/2026 | 60 |
| 8262 | Verus Advisory, Inc. | $153M | Q4 2025 | 2/20/2026 | 8 |
| 8263 | Pacific Park Financial, Inc. | $153M | Q1 2026 | 4/21/2026 | 73 |
| 8264 | Warner Group LLC | $153M | Q1 2026 | 4/29/2026 | 78 |
| 8265 | Blue Capital, Inc. | $153M | Q1 2026 | 4/24/2026 | 107 |
| 8266 | WASHINGTON GROWTH STRATEGIES LLC | $153M | Q1 2026 | 4/21/2026 | 57 |
| 8267 | Atlantic Private Wealth, LLC | $153M | Q1 2026 | 5/8/2026 | 315 |
| 8268 | McGinn Penninger Investment Management, Inc. | $153M | Q1 2026 | 4/28/2026 | 34 |
| 8269 | ORSER CAPITAL MANAGEMENT, LLC | $153M | Q1 2026 | 4/16/2026 | 46 |
| 8270 | Bravias Capital Group, LLC | $153M | Q1 2026 | 4/28/2026 | 96 |
| 8271 | Berbice Capital Management LLC | $153M | Q1 2026 | 5/6/2026 | 159 |
| 8272 | SOLARIS ASSET MANAGEMENT LLC | $153M | Q2 2014 | 7/18/2014 | 203 |
| 8273 | INTERACTIVE FINANCIAL ADVISORS, INC. | $153M | Q1 2026 | 4/28/2026 | 78 |
| 8274 | Healthcare Value Capital, LLC | $153M | Q1 2014 | 5/13/2014 | 45 |
| 8275 | Bruce G. Allen Investments, LLC | $153M | Q1 2026 | 5/8/2026 | 1,084 |
| 8276 | Marshall & Sterling Wealth Advisors Inc. | $153M | Q1 2026 | 5/7/2026 | 344 |
| 8277 | Fiduciary Wealth Partners, LLC | $153M | Q1 2026 | 5/6/2026 | 60 |
| 8278 | Round Hill Asset Management | $153M | Q1 2026 | 5/14/2026 | 62 |
| 8279 | SeaTown Holdings Pte. Ltd. | $153M | Q1 2026 | 4/14/2026 | 17 |
| 8280 | PUREfi Wealth, LLC | $153M | Q1 2026 | 4/28/2026 | 188 |
| 8281 | Climber Capital SA | $153M | Q1 2026 | 5/1/2026 | 69 |
| 8282 | ELLERSON GROUP INC /ADV | $153M | Q1 2026 | 5/4/2026 | 61 |
| 8283 | Redwood Financial Network Corp | $153M | Q1 2026 | 5/14/2026 | 170 |
| 8284 | Sellaronda Global Management LP | $152M | Q1 2026 | 5/14/2026 | 8 |
| 8285 | Horizons Wealth Management | $152M | Q1 2026 | 4/2/2026 | 170 |
| 8286 | Comprehensive Money Management Services LLC | $152M | Q1 2026 | 4/23/2026 | 193 |
| 8287 | Quintium Advisors, LLC | $152M | Q1 2014 | 5/8/2014 | 15 |
| 8288 | TOWER TRUST & INVESTMENT Co | $152M | Q1 2026 | 4/8/2026 | 208 |
| 8289 | Nebula Capital Management, LP | $152M | Q2 2014 | 7/8/2014 | 26 |
| 8290 | COHEN LAWRENCE B | $152M | Q2 2014 | 7/2/2014 | 71 |
| 8291 | Forest Hill Capital, LLC | $152M | Q1 2026 | 5/15/2026 | 19 |
| 8292 | Integras Partners LLC | $152M | Q1 2026 | 5/12/2026 | 69 |
| 8293 | Somnio Financial Group, LLC | $152M | Q1 2026 | 4/9/2026 | 14 |
| 8294 | IBEX INVESTORS LLC | $152M | Q1 2026 | 5/12/2026 | 14 |
| 8295 | State of Wisconsin - Board of Commissioners of Public Lands | $152M | Q1 2026 | 4/30/2026 | 6 |
| 8296 | CASCADE INVESTMENT GROUP, INC. | $152M | Q1 2026 | 5/13/2026 | 147 |
| 8297 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $152M | Q1 2026 | 4/9/2026 | 119 |
| 8298 | Point Nemo Capital, LLC | $152M | Q1 2026 | 5/15/2026 | 80 |
| 8299 | U S WEALTH GROUP, LLC. | $152M | Q4 2025 | 3/17/2026 | 43 |
| 8300 | FSA Advisors, Inc. | $152M | Q1 2026 | 5/6/2026 | 192 |
| 8301 | Hoffman, Alan N Investment Management | $152M | Q1 2026 | 4/7/2026 | 13 |
| 8302 | GROW Partners, LLC | $152M | Q1 2014 | 5/22/2014 | 28 |
| 8303 | Guided Capital Wealth Management, LLC | $152M | Q1 2026 | 4/30/2026 | 34 |
| 8304 | IDG Technology Venture Investment III, LLC | $152M | Q1 2014 | 5/15/2014 | 2 |
| 8305 | Hickory Point Bank & Trust | $152M | Q1 2026 | 4/3/2026 | 456 |
| 8306 | Key Capital Management, INC | $151M | Q1 2026 | 5/7/2026 | 687 |
| 8307 | BANKERS TRUST CO OF SOUTH DAKOTA | $151M | Q1 2014 | 5/15/2014 | 37 |
| 8308 | Morgan Creek Capital Management, LLC | $151M | Q1 2026 | 5/15/2026 | 9 |
| 8309 | Palouse Capital Management, Inc. | $151M | Q1 2026 | 4/24/2026 | 135 |
| 8310 | Hartmann Taylor Wealth Management, LLC | $151M | Q1 2026 | 4/22/2026 | 54 |
| 8311 | Brightwater Advisory LLC | $151M | Q1 2026 | 4/30/2026 | 60 |
| 8312 | Princeton Portfolio Strategies Group LLC | $151M | Q1 2014 | 5/15/2014 | 109 |
| 8313 | Merkkuri Wealth Advisors LLC | $151M | Q1 2026 | 4/21/2026 | 399 |
| 8314 | MFA Wealth Services | $151M | Q1 2026 | 4/21/2026 | 122 |
| 8315 | Dauntless Investment Group, LLC | $151M | Q1 2026 | 5/14/2026 | 69 |
| 8316 | Alta Partners Management Company, L.P. | $151M | Q1 2026 | 4/21/2026 | 2 |
| 8317 | Hudson Executive Capital LP | $151M | Q1 2026 | 5/15/2026 | 2 |
| 8318 | M.E. ALLISON & CO., INC. | $151M | Q1 2026 | 4/8/2026 | 193 |
| 8319 | SAGE ADVISORS, LLC | $151M | Q4 2025 | 1/13/2026 | 48 |
| 8320 | STAGE HARBOR FINANCIAL, LLC | $151M | Q1 2026 | 5/4/2026 | 61 |
| 8321 | Fingerlakes Wealth Management, Inc. | $151M | Q1 2026 | 4/21/2026 | 97 |
| 8322 | Crew Capital Management, Ltd | $151M | Q1 2026 | 4/22/2026 | 109 |
| 8323 | Banco de Sabadell, S.A | $151M | Q1 2026 | 5/8/2026 | 62 |
| 8324 | Wilson & Boucher Capital Management, LLC | $151M | Q1 2026 | 5/18/2026 | 114 |
| 8325 | CROWN ADVISORS MANAGEMENT, INC. | $151M | Q1 2026 | 5/7/2026 | 40 |
| 8326 | Lansing Management LP | $151M | Q1 2026 | 5/15/2026 | 14 |
| 8327 | Cox Capital Mgt LLC | $151M | Q1 2026 | 4/14/2026 | 73 |
| 8328 | GREENWOOD INVESTMENTS, INC. | $150M | Q1 2014 | 5/15/2014 | 19 |
| 8329 | Geller Advisors LLC | $150M | Q1 2014 | 5/7/2014 | 22 |
| 8330 | INTEGRATED CAPITAL MANAGEMENT, INC. | $150M | Q1 2026 | 5/7/2026 | 56 |
| 8331 | FACT Capital, LP | $150M | Q1 2026 | 5/15/2026 | 17 |
| 8332 | FMA Wealth Management, LLC | $150M | Q1 2026 | 4/14/2026 | 38 |
| 8333 | JCP Investment Management, LLC | $150M | Q1 2026 | 5/15/2026 | 24 |
| 8334 | WINCAP FINANCIAL LLC | $150M | Q1 2026 | 4/9/2026 | 87 |
| 8335 | Richmond Brothers, Inc. | $150M | Q1 2026 | 5/11/2026 | 36 |
| 8336 | CHARTER RESEARCH & INVESTMENT GROUP, INC. | $150M | Q1 2026 | 5/12/2026 | 86 |
| 8337 | Redwood Park Advisors LLC | $150M | Q1 2026 | 5/4/2026 | 327 |
| 8338 | Gordian Advisors LLC | $150M | Q1 2026 | 4/27/2026 | 55 |
| 8339 | Magnolia Private Wealth, LLC | $150M | Q1 2026 | 4/21/2026 | 134 |
| 8340 | FLOYD FINANCIAL GROUP LLC | $150M | Q1 2026 | 4/24/2026 | 68 |
| 8341 | Phil A. Younker & Associates, Ltd. | $150M | Q1 2026 | 4/17/2026 | 36 |
| 8342 | THOMPSON DAVIS & CO., INC. | $150M | Q1 2026 | 4/16/2026 | 141 |
| 8343 | CPR Investments Inc. | $150M | Q1 2026 | 4/16/2026 | 51 |
| 8344 | Peachtree Investment Advisors, Inc. | $150M | Q2 2014 | 7/10/2014 | 133 |
| 8345 | Piedmont Capital Management, LLC/NC | $150M | Q1 2026 | 4/21/2026 | 119 |
| 8346 | Lakeside Advisors, INC. | $150M | Q1 2026 | 4/30/2026 | 65 |
| 8347 | Genesis Wealth Advisors, LLC | $150M | Q1 2026 | 5/4/2026 | 64 |
| 8348 | IDG-Accel China Growth Fund Associates L.P. | $150M | Q1 2014 | 5/15/2014 | 3 |
| 8349 | VERITY Wealth Advisors | $150M | Q1 2026 | 4/9/2026 | 81 |
| 8350 | THRYVE WEALTH MANAGEMENT LLC | $150M | Q1 2026 | 5/14/2026 | 43 |
| 8351 | Accelerate Investment Advisors LLC | $150M | Q1 2026 | 4/13/2026 | 133 |
| 8352 | J.E. Simmons & Co., P.C. | $150M | Q1 2026 | 4/21/2026 | 66 |
| 8353 | Evansbrook LLC | $149M | Q4 2025 | 2/19/2026 | 113 |
| 8354 | Wright Wealth LLC | $149M | Q1 2026 | 5/15/2026 | 51 |
| 8355 | L1 Global Manager Pty Ltd | $149M | Q1 2026 | 5/14/2026 | 116 |
| 8356 | Zeit Capital LLC | $149M | Q1 2026 | 5/5/2026 | 53 |
| 8357 | HC Advisors, LLC | $149M | Q1 2026 | 5/5/2026 | 60 |
| 8358 | Community Bank of Raymore | $149M | Q1 2026 | 4/17/2026 | 74 |
| 8359 | Gibson Wealth Advisors LLC | $149M | Q1 2026 | 4/14/2026 | 37 |
| 8360 | Sagace Wealth Management LLC | $149M | Q1 2026 | 4/29/2026 | 70 |
| 8361 | Alpha Wealth Funds, LLC | $149M | Q1 2026 | 5/14/2026 | 41 |
| 8362 | Livingston Group Asset Management CO (operating as Southport Capital Management) | $149M | Q2 2014 | 7/15/2014 | 159 |
| 8363 | Valley Brook Capital Group, Inc. | $149M | Q1 2026 | 5/8/2026 | 112 |
| 8364 | Forthright Family Wealth Advisory LLC | $149M | Q1 2026 | 5/13/2026 | 63 |
| 8365 | RAINIER FAMILY WEALTH INC | $149M | Q1 2026 | 4/16/2026 | 93 |
| 8366 | Mainstream Capital Management LLC | $149M | Q1 2026 | 4/17/2026 | 88 |
| 8367 | Systrade AG | $149M | Q1 2026 | 4/8/2026 | 11 |
| 8368 | Phoenix Investment Adviser LLC | $149M | Q2 2014 | 8/6/2014 | 45 |
| 8369 | CATHY PARETO & ASSOCIATES, INC | $149M | Q1 2026 | 4/14/2026 | 96 |
| 8370 | Graphene Investments SAS | $149M | Q1 2026 | 5/6/2026 | 44 |
| 8371 | NORTHWEST INVESTMENT COUNSELORS, LLC | $149M | Q2 2014 | 7/29/2014 | 104 |
| 8372 | GARLAND CAPITAL MANAGEMENT INC | $149M | Q2 2014 | 7/31/2014 | 40 |
| 8373 | Atala Financial Inc | $149M | Q1 2026 | 4/10/2026 | 117 |
| 8374 | Ariose Capital Management Ltd | $149M | Q1 2026 | 4/28/2026 | 15 |
| 8375 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $149M | Q1 2026 | 4/27/2026 | 55 |
| 8376 | Rockbridge Asset Management LLC | $149M | Q1 2026 | 5/14/2026 | 27 |
| 8377 | Clark Wealth Partners | $149M | Q1 2026 | 5/11/2026 | 604 |
| 8378 | DUTCH ASSET Corp | $149M | Q1 2026 | 5/8/2026 | 95 |
| 8379 | CogentBlue Wealth Advisors, LLC | $149M | Q1 2026 | 4/16/2026 | 78 |
| 8380 | SIGNET MANAGEMENT USA, LLC | $149M | Q4 2013 | 2/11/2014 | 197 |
| 8381 | Keystone Financial Services, LLC | $149M | Q1 2026 | 4/21/2026 | 58 |
| 8382 | KM Capital Management Ltd. | $149M | Q1 2026 | 5/15/2026 | 76 |
| 8383 | Flavin Financial Services, Inc. | $149M | Q1 2026 | 5/7/2026 | 72 |
| 8384 | McAlvany Wealth Management LLC | $148M | Q1 2026 | 5/6/2026 | 41 |
| 8385 | Pinnacle Wealth Management, LLC | $148M | Q1 2026 | 4/21/2026 | 25 |
| 8386 | Hopwood Financial Services, Inc. | $148M | Q1 2026 | 5/7/2026 | 83 |
| 8387 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $148M | Q1 2026 | 4/13/2026 | 32 |
| 8388 | Clark & Stuart, Inc | $148M | Q1 2026 | 4/13/2026 | 49 |
| 8389 | Bank & Trust Co | $148M | Q1 2026 | 4/13/2026 | 304 |
| 8390 | Gallagher Capital Advisors, LLC | $148M | Q1 2026 | 5/5/2026 | 65 |
| 8391 | ALPHA WINDWARD LLC | $148M | Q2 2014 | 7/16/2014 | 392 |
| 8392 | Randall & Associates Wealth Management | $148M | Q1 2026 | 4/20/2026 | 56 |
| 8393 | MAGNOLIA CAPITAL MANAGEMENT LTD | $148M | Q1 2026 | 5/4/2026 | 74 |
| 8394 | JDH Wealth Management, LLC | $148M | Q1 2026 | 4/16/2026 | 54 |
| 8395 | COREPATH WEALTH PARTNERS LLC | $148M | Q1 2026 | 4/10/2026 | 41 |
| 8396 | Lakehouse Capital Pty Ltd | $148M | Q1 2026 | 4/8/2026 | 13 |
| 8397 | UG Investment Advisers Ltd. | $148M | Q1 2026 | 4/22/2026 | 15 |
| 8398 | Authentikos Wealth Advisory, LLC | $148M | Q1 2026 | 5/7/2026 | 70 |
| 8399 | Jacksonville Wealth Management, LLC | $148M | Q1 2026 | 4/28/2026 | 68 |
| 8400 | S. R. Schill & Associates | $148M | Q1 2026 | 5/1/2026 | 29 |