Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8201 | Presima Securities ULC | $178M | Q1 2026 | 5/14/2026 | 48 |
| 8202 | Pineno Levin & Ford Asset Management, Inc. | $178M | Q2 2014 | 7/29/2014 | 96 |
| 8203 | Bullish | $178M | Q2 2026 | 8/19/2026 | 3 |
| 8204 | Royal Capital Wealth Management, LLC | $178M | Q2 2026 | 8/14/2026 | 101 |
| 8205 | Newport Capital Group, LLC | $178M | Q2 2026 | 7/21/2026 | 58 |
| 8206 | SOUTHERN CAPITAL SERVICES INC /ADV | $178M | Q2 2026 | 7/23/2026 | 29 |
| 8207 | FACT Capital, LP | $178M | Q2 2026 | 8/14/2026 | 17 |
| 8208 | Sarissa Capital Management LP | $178M | Q2 2026 | 8/14/2026 | 10 |
| 8209 | Atomic Invest LLC | $178M | Q4 2025 | 9/17/2026 | 308 |
| 8210 | BUSH ODONNELL INVESTMENT ADVISORS INC | $178M | Q2 2014 | 8/7/2014 | 48 |
| 8211 | North Ridge Wealth Advisors, Inc. | $178M | Q1 2026 | 5/14/2026 | 193 |
| 8212 | RIHO Partners, LLC | $178M | Q2 2026 | 8/17/2026 | 14 |
| 8213 | True Bearing Asset Management LP | $178M | Q1 2014 | 5/16/2014 | 79 |
| 8214 | Bulwark Capital Corp | $178M | Q2 2026 | 7/6/2026 | 105 |
| 8215 | Montaka Global Pty Ltd | $178M | Q2 2026 | 8/11/2026 | 20 |
| 8216 | Cross Staff Investments Inc | $178M | Q2 2026 | 7/22/2026 | 133 |
| 8217 | Rydar Equities, Inc. | $178M | Q2 2026 | 7/20/2026 | 107 |
| 8218 | Objectivity Squared, LLC | $178M | Q2 2026 | 8/7/2026 | 56 |
| 8219 | J.E. Simmons & Co., P.C. | $177M | Q2 2026 | 7/15/2026 | 72 |
| 8220 | CHRISTINE MESSMER PC | $177M | Q2 2026 | 7/23/2026 | 86 |
| 8221 | Cranberry Lake Advisors LLC | $177M | Q1 2014 | 5/13/2014 | 12 |
| 8222 | Medicxi Ventures Management (Jersey) Ltd | $177M | Q2 2026 | 8/4/2026 | 3 |
| 8223 | Blackston Financial Advisory Group, LLC | $177M | Q2 2026 | 8/14/2026 | 106 |
| 8224 | Stonepine Capital Management, LLC | $177M | Q2 2026 | 8/17/2026 | 87 |
| 8225 | REGENERON PHARMACEUTICALS, INC. | $177M | Q2 2026 | 8/7/2026 | 3 |
| 8226 | TEGEAN CAPITAL MANAGEMENT, LLC | $177M | Q1 2014 | 5/15/2014 | 15 |
| 8227 | Marathon Strategic Advisors, LLC | $177M | Q2 2026 | 7/16/2026 | 50 |
| 8228 | Holcombe Financial, Inc. | $177M | Q2 2026 | 7/13/2026 | 51 |
| 8229 | Technology Crossover Management VI, L.L.C. | $177M | Q1 2014 | 5/12/2014 | 3 |
| 8230 | Clark Wealth Partners | $177M | Q2 2026 | 7/28/2026 | 571 |
| 8231 | WORMSER FRERES GESTION | $177M | Q2 2026 | 7/16/2026 | 66 |
| 8232 | AdviceOne Advisory Services, LLC | $177M | Q2 2026 | 7/9/2026 | 45 |
| 8233 | ACCREDITED INVESTOR SERVICES, LLC | $177M | Q2 2026 | 8/5/2026 | 81 |
| 8234 | ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $177M | Q2 2026 | 8/10/2026 | 158 |
| 8235 | Vannoy Advisory Group, Inc. | $177M | Q2 2026 | 7/22/2026 | 30 |
| 8236 | IvyRock Asset Management (HK) Ltd | $177M | Q2 2026 | 8/3/2026 | 25 |
| 8237 | W.H. Cornerstone Investments Inc. | $177M | Q2 2026 | 8/7/2026 | 141 |
| 8238 | Jacksonville Wealth Management, LLC | $177M | Q2 2026 | 8/4/2026 | 76 |
| 8239 | Five Pine Wealth Management | $177M | Q2 2026 | 8/13/2026 | 51 |
| 8240 | Forthright Family Wealth Advisory LLC | $177M | Q2 2026 | 7/16/2026 | 57 |
| 8241 | TLW Wealth Management, LLC | $177M | Q2 2026 | 7/28/2026 | 20 |
| 8242 | Mountain Hill Investment Partners Corp. | $177M | Q2 2026 | 7/16/2026 | 195 |
| 8243 | SJBENEN ADVISORY, LLC | $176M | Q2 2026 | 8/10/2026 | 34 |
| 8244 | Clutterbuck Capital Management LLC | $176M | Q2 2026 | 8/10/2026 | 6 |
| 8245 | Impala Asset Management LLC | $176M | Q2 2026 | 8/17/2026 | 20 |
| 8246 | WEALTHGARDEN F.S. LLC | $176M | Q2 2026 | 7/31/2026 | 187 |
| 8247 | RICHARDSON FINANCIAL SERVICES INC. | $176M | Q2 2026 | 8/10/2026 | 704 |
| 8248 | Valley Brook Capital Group, Inc. | $176M | Q2 2026 | 7/27/2026 | 120 |
| 8249 | Peak XV Partners Operations LLC | $176M | Q2 2026 | 9/4/2026 | 1 |
| 8250 | CYBER HORNET ETFs LLC | $176M | Q2 2026 | 8/24/2026 | 508 |
| 8251 | CASPIAN CAPITAL LP | $176M | Q2 2026 | 8/14/2026 | 13 |
| 8252 | Black Maple Capital Management LP | $176M | Q2 2026 | 8/14/2026 | 94 |
| 8253 | BML Capital Management, LLC | $176M | Q2 2026 | 8/7/2026 | 18 |
| 8254 | Legend Financial Advisors, Inc. | $176M | Q2 2026 | 7/20/2026 | 40 |
| 8255 | Karnit Road Accident Victims Compensation Fund | $176M | Q2 2026 | 8/3/2026 | 17 |
| 8256 | ALBERT D MASON INC | $176M | Q2 2026 | 7/22/2026 | 139 |
| 8257 | Dedeker Financial LLC | $176M | Q2 2026 | 8/10/2026 | 55 |
| 8258 | Marcho Partners LLP | $176M | Q2 2026 | 8/6/2026 | 6 |
| 8259 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $176M | Q2 2026 | 7/22/2026 | 56 |
| 8260 | Providence Financial Advisors, LLC | $176M | Q2 2026 | 7/31/2026 | 60 |
| 8261 | STONE LOFT WEALTH MANAGEMENT LLC | $176M | Q2 2026 | 7/24/2026 | 31 |
| 8262 | RAINIER FAMILY WEALTH INC | $176M | Q2 2026 | 7/15/2026 | 102 |
| 8263 | MILLBANK DARTMOOR PORTSMOUTH LLC | $176M | Q2 2026 | 8/14/2026 | 2 |
| 8264 | RESOLUTE WEALTH ADVISOR, INC. | $176M | Q2 2026 | 8/19/2026 | 78 |
| 8265 | Pelham Capital Ltd. | $176M | Q2 2026 | 8/13/2026 | 12 |
| 8266 | Flavin Financial Services, Inc. | $175M | Q2 2026 | 8/13/2026 | 81 |
| 8267 | Confluence Wealth Management LLC | $175M | Q2 2014 | 8/6/2014 | 131 |
| 8268 | Wealth Preservation Advisors, LLC | $175M | Q2 2026 | 8/14/2026 | 111 |
| 8269 | DG CAPITAL MANAGEMENT INC | $175M | Q2 2014 | 8/8/2014 | 63 |
| 8270 | CAPSTONE CAPITAL LLC | $175M | Q2 2026 | 7/21/2026 | 26 |
| 8271 | ELEVATE WEALTH ADVISORY, INC | $175M | Q2 2026 | 8/14/2026 | 127 |
| 8272 | Buttonwood Financial Group, LLC | $175M | Q2 2026 | 7/30/2026 | 33 |
| 8273 | Gallagher Capital Advisors, LLC | $175M | Q2 2026 | 8/4/2026 | 71 |
| 8274 | Basepoint Wealth LLC | $175M | Q2 2026 | 8/10/2026 | 632 |
| 8275 | J. M. Brown & Associates Inc. | $175M | Q2 2026 | 7/23/2026 | 167 |
| 8276 | CNO Financial Group, Inc. | $175M | Q2 2026 | 8/12/2026 | 8 |
| 8277 | Credit Capital Investments LLC | $175M | Q2 2026 | 7/14/2026 | 42 |
| 8278 | PRING TURNER CAPITAL GROUP INC | $175M | Q2 2026 | 8/10/2026 | 73 |
| 8279 | CogentBlue Wealth Advisors, LLC | $175M | Q2 2026 | 7/16/2026 | 103 |
| 8280 | POPE ASSET MANAGEMENT, LLC | $174M | Q1 2014 | 5/9/2014 | 24 |
| 8281 | Hansen & Associates Financial Group, Inc. | $174M | Q2 2026 | 7/20/2026 | 45 |
| 8282 | BOYAR ASSET MANAGEMENT INC. | $174M | Q2 2026 | 8/14/2026 | 77 |
| 8283 | Stilwell Value LLC | $174M | Q2 2026 | 8/7/2026 | 24 |
| 8284 | Coordinated Financial Services, Inc. | $174M | Q1 2026 | 5/1/2026 | 176 |
| 8285 | ALTERNA WEALTH MANAGEMENT, INC | $174M | Q2 2026 | 7/15/2026 | 109 |
| 8286 | McCutchen Group LLC | $174M | Q1 2014 | 5/15/2014 | 15 |
| 8287 | Accelerate Investment Advisors LLC | $174M | Q2 2026 | 8/12/2026 | 149 |
| 8288 | PATRICK M SWEENEY & ASSOCIATES, INC | $174M | Q2 2026 | 8/10/2026 | 172 |
| 8289 | PIAR LLC | $174M | Q2 2026 | 8/10/2026 | 92 |
| 8290 | Northwest Wealth Advisors, LLC | $174M | Q2 2026 | 7/23/2026 | 66 |
| 8291 | 6th Street Advisors, LLC | $174M | Q2 2026 | 7/23/2026 | 61 |
| 8292 | Pacific Wealth Strategies Group, Inc. | $174M | Q2 2026 | 7/17/2026 | 59 |
| 8293 | Kalehua Capital Management LLC | $174M | Q2 2026 | 8/19/2026 | 26 |
| 8294 | Cedar Point Capital Partners, LLC | $174M | Q2 2026 | 7/27/2026 | 77 |
| 8295 | MontVue Capital Management, Inc. | $174M | Q2 2026 | 7/27/2026 | 78 |
| 8296 | M.E. ALLISON & CO., INC. | $174M | Q2 2026 | 7/7/2026 | 195 |
| 8297 | Triton Financial Group Inc | $174M | Q2 2026 | 8/17/2026 | 99 |
| 8298 | Melia Wealth LLC | $174M | Q2 2026 | 8/17/2026 | 23 |
| 8299 | Strategent Financial, LLC | $174M | Q2 2026 | 8/3/2026 | 41 |
| 8300 | COMPTON CAPITAL MANAGEMENT INC /RI | $173M | Q1 2014 | 5/15/2014 | 143 |
| 8301 | Livet Wealth, LLC | $173M | Q2 2026 | 7/28/2026 | 122 |
| 8302 | MRJ CAPITAL INC | $173M | Q2 2014 | 8/11/2014 | 53 |
| 8303 | Ehrenkranz Partners L.P. | $173M | Q2 2026 | 8/14/2026 | 49 |
| 8304 | PVG ASSET MANAGEMENT CORP | $173M | Q2 2026 | 7/1/2026 | 132 |
| 8305 | Natixis Investment Managers, LLC | $173M | Q2 2026 | 8/13/2026 | 4 |
| 8306 | SwitchPoint Financial Planning, LLC | $173M | Q2 2026 | 8/14/2026 | 71 |
| 8307 | Covestor Ltd | $173M | Q2 2026 | 8/7/2026 | 2,847 |
| 8308 | Tinicum Inc | $173M | Q2 2014 | 7/23/2014 | 13 |
| 8309 | STAGE HARBOR FINANCIAL, LLC | $173M | Q2 2026 | 8/7/2026 | 64 |
| 8310 | American Institute for Advanced Investment Management, LLP | $173M | Q2 2026 | 7/21/2026 | 159 |
| 8311 | Gutierrez Wealth Advisory, LLC | $173M | Q2 2026 | 8/3/2026 | 70 |
| 8312 | Kuhn & Co Investment Counsel | $173M | Q2 2026 | 7/31/2026 | 149 |
| 8313 | Teton Advisors, LLC | $173M | Q2 2026 | 8/12/2026 | 157 |
| 8314 | MCMILLION CAPITAL MANAGEMENT INC | $173M | Q2 2014 | 8/5/2014 | 65 |
| 8315 | Concorde Asset Management, LLC | $173M | Q2 2026 | 8/18/2026 | 152 |
| 8316 | Archvest Wealth Advisors, Inc. | $173M | Q2 2026 | 7/27/2026 | 73 |
| 8317 | Hopwood Financial Services, Inc. | $173M | Q2 2026 | 7/22/2026 | 92 |
| 8318 | Grantvest Financial Group LLC | $173M | Q2 2026 | 8/7/2026 | 189 |
| 8319 | Cartica Management, LLC | $173M | Q1 2014 | 5/9/2014 | 3 |
| 8320 | DeLarme Wealth Management, Inc. | $172M | Q2 2026 | 8/10/2026 | 68 |
| 8321 | DOHENY ASSET MANAGEMENT /CA | $172M | Q2 2026 | 8/10/2026 | 61 |
| 8322 | Fundamenta Capital S.A. | $172M | Q2 2026 | 7/28/2026 | 14 |
| 8323 | SANDERS MORRIS HARRIS LLC | $172M | Q2 2026 | 7/7/2026 | 75 |
| 8324 | RMR Advisors LLC | $172M | Q2 2014 | 7/21/2014 | 111 |
| 8325 | Investidor Profissional Gestao de Recursos Ltda. | $172M | Q2 2026 | 8/10/2026 | 23 |
| 8326 | MITTLEMAN INVESTMENT MANAGEMENT, LLC | $172M | Q1 2014 | 5/14/2014 | 8 |
| 8327 | Pacific Park Financial, Inc. | $172M | Q2 2026 | 7/21/2026 | 77 |
| 8328 | SPITFIRE CAPITAL LLC | $172M | Q1 2014 | 5/14/2014 | 22 |
| 8329 | RUDMAN ERROL M | $172M | Q1 2014 | 5/14/2014 | 34 |
| 8330 | Innovative Wealth Building LLC | $172M | Q2 2026 | 7/23/2026 | 84 |
| 8331 | Aspire Growth Partners LLC | $172M | Q2 2026 | 7/29/2026 | 128 |
| 8332 | Networth Advisors, LLC | $172M | Q2 2026 | 7/22/2026 | 383 |
| 8333 | Manifold Partners, LLC | $172M | Q2 2014 | 8/8/2014 | 78 |
| 8334 | Coastwise Capital Group, LLC | $172M | Q2 2026 | 7/16/2026 | 143 |
| 8335 | Paladin Wealth, LLC | $172M | Q2 2026 | 7/9/2026 | 134 |
| 8336 | Stonekeep Investments, LLC | $172M | Q2 2026 | 7/10/2026 | 81 |
| 8337 | Gambit Capital Management, LLC | $172M | Q2 2026 | 8/11/2026 | 103 |
| 8338 | CrestPoint Capital Management, LLC | $172M | Q2 2014 | 7/10/2014 | 213 |
| 8339 | Graphene Investments SAS | $172M | Q2 2026 | 7/20/2026 | 42 |
| 8340 | Collaborative Fund Advisors, LLC | $172M | Q2 2026 | 7/30/2026 | 182 |
| 8341 | Shade Tree Advisors LLC | $172M | Q2 2026 | 8/4/2026 | 29 |
| 8342 | NORTHLAND SECURITIES, INC. | $172M | Q2 2026 | 8/4/2026 | 117 |
| 8343 | Welch Financial Planning, LLC | $172M | Q2 2026 | 7/14/2026 | 71 |
| 8344 | BRIAN LOW FINANCIAL GROUP, LLC | $171M | Q2 2026 | 7/28/2026 | 116 |
| 8345 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $171M | Q2 2026 | 7/7/2026 | 38 |
| 8346 | Lifetime Wealth Management P.C. | $171M | Q2 2026 | 8/14/2026 | 90 |
| 8347 | Pingora Partners LLC | $171M | Q2 2026 | 8/14/2026 | 182 |
| 8348 | Del-Sette Capital Management, LLC | $171M | Q2 2026 | 7/30/2026 | 50 |
| 8349 | ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | $171M | Q1 2014 | 5/15/2014 | 43 |
| 8350 | Fidato Wealth LLC | $171M | Q2 2026 | 8/3/2026 | 14 |
| 8351 | CFC Planning Co LLC | $171M | Q2 2026 | 8/5/2026 | 71 |
| 8352 | Guided Capital Wealth Management, LLC | $171M | Q2 2026 | 7/24/2026 | 35 |
| 8353 | Alexis Investment Partners, LLC | $171M | Q2 2026 | 7/23/2026 | 38 |
| 8354 | Longview Financial Advisors, Inc. | $171M | Q2 2026 | 7/6/2026 | 43 |
| 8355 | Ridgeline Wealth, LLC | $171M | Q2 2026 | 7/6/2026 | 60 |
| 8356 | Syntal Capital Partners, LLC | $171M | Q1 2014 | 5/15/2014 | 129 |
| 8357 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $171M | Q2 2026 | 8/10/2026 | 74 |
| 8358 | Strategic Value Partners, LLC | $171M | Q2 2026 | 8/4/2026 | 1 |
| 8359 | WILEN INVESTMENT MANAGEMENT CORP. | $171M | Q2 2014 | 7/8/2014 | 77 |
| 8360 | TBP ADVISORS LTD | $171M | Q2 2014 | 7/17/2014 | 54 |
| 8361 | Invariant Investment Management | $171M | Q2 2026 | 7/8/2026 | 68 |
| 8362 | CATHY PARETO & ASSOCIATES, INC | $171M | Q2 2026 | 7/15/2026 | 102 |
| 8363 | Lafitte Capital Management LP | $170M | Q1 2014 | 5/15/2014 | 26 |
| 8364 | Wilson & Boucher Capital Management, LLC | $170M | Q2 2026 | 8/18/2026 | 121 |
| 8365 | Banco de Sabadell, S.A | $170M | Q2 2026 | 8/4/2026 | 61 |
| 8366 | PFIZER INC | $170M | Q2 2026 | 8/13/2026 | 17 |
| 8367 | NDWM LLC | $170M | Q2 2026 | 7/23/2026 | 39 |
| 8368 | WPG Advisers, LLC | $170M | Q2 2026 | 8/5/2026 | 1,549 |
| 8369 | EVOLUTION WEALTH MANAGEMENT INC. | $170M | Q2 2026 | 7/21/2026 | 938 |
| 8370 | HARBOURVEST PARTNERS LLC | $170M | Q2 2026 | 8/14/2026 | 6 |
| 8371 | Gordian Advisors LLC | $170M | Q2 2026 | 8/4/2026 | 65 |
| 8372 | TECHNOLOGY CROSSOVER MANAGEMENT V LLC | $170M | Q1 2014 | 5/12/2014 | 3 |
| 8373 | OEP CAPITAL ADVISORS, L.P. | $170M | Q2 2026 | 8/12/2026 | 1 |
| 8374 | Chatterton & Associates Inc. | $170M | Q2 2026 | 7/14/2026 | 101 |
| 8375 | Northeast Financial Consultants Inc | $170M | Q1 2014 | 5/1/2014 | 117 |
| 8376 | Aspetuck Financial Management LLC | $170M | Q2 2026 | 8/11/2026 | 79 |
| 8377 | Jackson Wealth Management, LLC | $170M | Q2 2026 | 8/20/2026 | 86 |
| 8378 | Park Capital Management, LLC / WI | $170M | Q2 2026 | 7/10/2026 | 161 |
| 8379 | Providence Wealth Advisors, LLC | $170M | Q2 2026 | 7/29/2026 | 84 |
| 8380 | Nicholson Wealth Management Group, LLC | $170M | Q2 2026 | 7/29/2026 | 111 |
| 8381 | Legg Mason Asset Management (Japan) Co., Ltd. | $170M | Q1 2014 | 5/15/2014 | 132 |
| 8382 | Community Bank of Raymore | $170M | Q2 2026 | 7/28/2026 | 76 |
| 8383 | Christian Investment Advisors, Inc. | $170M | Q2 2026 | 8/10/2026 | 14 |
| 8384 | Nautilus Advisors LLC | $170M | Q2 2026 | 7/14/2026 | 179 |
| 8385 | Collar Capital Management, LLC | $170M | Q2 2026 | 7/27/2026 | 73 |
| 8386 | Arsenal Capital Advisors LLC | $169M | Q2 2026 | 8/11/2026 | 108 |
| 8387 | EnCap Energy Capital Fund XII, L.P. | $169M | Q4 2025 | 2/17/2026 | 1 |
| 8388 | RiverTree Advisors, LLC | $169M | Q2 2026 | 7/22/2026 | 72 |
| 8389 | Matarin Capital Management, LLC | $169M | Q1 2014 | 5/6/2014 | 166 |
| 8390 | ELLERSON GROUP INC /ADV | $169M | Q2 2026 | 7/31/2026 | 64 |
| 8391 | Hoffman, Alan N Investment Management | $169M | Q2 2026 | 7/9/2026 | 14 |
| 8392 | Tailwinds Wealth, LLC | $169M | Q2 2026 | 7/13/2026 | 89 |
| 8393 | Palacios Wealth Management, LLC | $169M | Q2 2026 | 7/23/2026 | 76 |
| 8394 | J Digital 6 LLC | $169M | Q2 2026 | 8/13/2026 | 3 |
| 8395 | Foundation Wealth Management, LLC | $169M | Q2 2026 | 7/30/2026 | 51 |
| 8396 | Davis Capital Management | $169M | Q2 2026 | 7/16/2026 | 1,270 |
| 8397 | Daniel Investment Group, Inc. | $169M | Q2 2026 | 8/3/2026 | 33 |
| 8398 | Fairbanks Capital Management, Inc. | $169M | Q2 2026 | 7/28/2026 | 49 |
| 8399 | Marshall & Sterling Wealth Advisors Inc. | $169M | Q2 2026 | 7/21/2026 | 339 |
| 8400 | Kinsight, LLC | $169M | Q2 2014 | 8/6/2014 | 29 |