Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8201 | IDG-Accel China Capital Associates L.P. | $162M | Q1 2014 | 5/15/2014 | 1 |
| 8202 | 1620 INVESTMENT ADVISORS, INC. | $161M | Q2 2026 | 7/14/2026 | 678 |
| 8203 | Pinnacle Wealth Management, LLC | $161M | Q2 2026 | 7/22/2026 | 31 |
| 8204 | White & Co Financial Planning Inc | $161M | Q2 2026 | 7/15/2026 | 20 |
| 8205 | Accordant Advisory Group Inc | $161M | Q1 2026 | 5/11/2026 | 238 |
| 8206 | Mendota Financial Group, LLC | $161M | Q2 2026 | 7/9/2026 | 33 |
| 8207 | Coastline Complete Wealth LLC | $161M | Q1 2026 | 5/22/2026 | 55 |
| 8208 | Aureum Wealth Management, LLC | $161M | Q2 2026 | 7/22/2026 | 62 |
| 8209 | Lighthouse Wealth Management Inc. | $161M | Q2 2026 | 7/22/2026 | 47 |
| 8210 | INNEALTA CAPITAL, LLC | $161M | Q1 2026 | 5/4/2026 | 75 |
| 8211 | Gutierrez Wealth Advisory, LLC | $161M | Q1 2026 | 4/21/2026 | 70 |
| 8212 | STILWELL JOSEPH | $161M | Q1 2014 | 5/12/2014 | 50 |
| 8213 | Five Pine Wealth Management | $161M | Q1 2026 | 4/16/2026 | 47 |
| 8214 | Geduld E E | $161M | Q2 2014 | 8/4/2014 | 316 |
| 8215 | Exchange Bank | $161M | Q2 2026 | 7/8/2026 | 130 |
| 8216 | Royal Capital Wealth Management, LLC | $161M | Q1 2026 | 5/15/2026 | 96 |
| 8217 | Avant Financial Advisors LLC | $161M | Q2 2026 | 7/9/2026 | 69 |
| 8218 | PERRY CREEK CAPITAL LP | $160M | Q1 2026 | 5/15/2026 | 12 |
| 8219 | TPG Advisors LLC | $160M | Q1 2026 | 4/22/2026 | 109 |
| 8220 | Glacier Peak Capital LLC | $160M | Q2 2014 | 7/29/2014 | 59 |
| 8221 | Mittelman Wealth Management | $160M | Q1 2026 | 5/15/2026 | 52 |
| 8222 | Palouse Capital Management, Inc. | $160M | Q2 2026 | 7/8/2026 | 124 |
| 8223 | Robert Bosch GmbH | $160M | Q1 2026 | 5/7/2026 | 3 |
| 8224 | COREPATH WEALTH PARTNERS LLC | $160M | Q2 2026 | 7/9/2026 | 46 |
| 8225 | CHARLEMAGNE CAPITAL LTD | $160M | Q2 2014 | 8/11/2014 | 21 |
| 8226 | Gibson Wealth Advisors LLC | $160M | Q2 2026 | 7/14/2026 | 30 |
| 8227 | CBM Financial, LLC | $160M | Q1 2026 | 5/12/2026 | 16 |
| 8228 | SLT Holdings LLC | $160M | Q2 2026 | 7/17/2026 | 150 |
| 8229 | Sanchez Gaunt Capital Management, LLC | $160M | Q1 2026 | 4/14/2026 | 184 |
| 8230 | Turn8 Private Wealth Inc. | $160M | Q1 2026 | 4/27/2026 | 51 |
| 8231 | Nvest Wealth Strategies, Inc. | $160M | Q2 2026 | 7/10/2026 | 353 |
| 8232 | Legend Capital Advisors LLC | $160M | Q1 2026 | 5/15/2026 | 159 |
| 8233 | W.H. Cornerstone Investments Inc. | $160M | Q1 2026 | 4/28/2026 | 129 |
| 8234 | Gladwyn Financial Advisors, Inc. | $160M | Q2 2026 | 7/2/2026 | 82 |
| 8235 | Research Affiliates, LLC | $160M | Q3 2013 | 2/13/2014 | 16 |
| 8236 | Sterling Manor Financial, LLC | $160M | Q1 2026 | 4/10/2026 | 39 |
| 8237 | Principia Wealth Advisory, LLC | $160M | Q4 2025 | 2/10/2026 | 1,015 |
| 8238 | Benchmark Capital Advisors | $160M | Q2 2014 | 8/6/2014 | 130 |
| 8239 | AFFINITY INVESTMENT ADVISORS, LLC | $160M | Q1 2026 | 5/14/2026 | 137 |
| 8240 | RICHARDSON FINANCIAL SERVICES INC. | $160M | Q1 2026 | 5/1/2026 | 713 |
| 8241 | BAM Wealth Management, LLC | $160M | Q2 2026 | 7/14/2026 | 166 |
| 8242 | ALLIANZ INVESTMENT MANAGEMENT LLC | $160M | Q4 2025 | 2/11/2026 | 29 |
| 8243 | Palacios Wealth Management, LLC | $160M | Q1 2026 | 5/11/2026 | 75 |
| 8244 | Fairbanks Capital Management, Inc. | $160M | Q1 2026 | 5/13/2026 | 51 |
| 8245 | Systrade AG | $160M | Q2 2026 | 7/7/2026 | 14 |
| 8246 | Cornerstone Select Advisors, LLC | $160M | Q1 2026 | 5/13/2026 | 124 |
| 8247 | WILLNER & HELLER, LLC | $160M | Q2 2026 | 7/7/2026 | 165 |
| 8248 | LDIC Inc. | $160M | Q2 2026 | 7/13/2026 | 25 |
| 8249 | Velan Capital Investment Management LP | $160M | Q1 2026 | 5/15/2026 | 49 |
| 8250 | Braun-Bostich & Associates Inc. | $160M | Q1 2026 | 4/15/2026 | 126 |
| 8251 | Erickson Financial Group, LLC | $160M | Q1 2026 | 4/8/2026 | 25 |
| 8252 | Blackston Financial Advisory Group, LLC | $160M | Q1 2026 | 4/23/2026 | 106 |
| 8253 | Sanchez Levi Garrett | $159M | Q1 2026 | 5/15/2026 | 74 |
| 8254 | Clark & Stuart, Inc | $159M | Q2 2026 | 7/13/2026 | 57 |
| 8255 | Sloane Robinson LLP | $159M | Q2 2014 | 8/4/2014 | 14 |
| 8256 | Three Corner Global Investors LP | $159M | Q1 2014 | 5/14/2014 | 30 |
| 8257 | swisspartners Advisors Ltd | $159M | Q1 2026 | 5/7/2026 | 24 |
| 8258 | HAHN CAPITAL MANAGEMENT LLC | $159M | Q1 2026 | 5/7/2026 | 31 |
| 8259 | TEXAS CAPITAL BANCSHARES INC/TX | $159M | Q2 2014 | 7/22/2014 | 148 |
| 8260 | SpringVest Wealth Management LLC | $159M | Q2 2026 | 7/22/2026 | 74 |
| 8261 | RIHO Partners, LLC | $159M | Q1 2026 | 5/15/2026 | 14 |
| 8262 | 6th Street Advisors, LLC | $159M | Q1 2026 | 5/4/2026 | 59 |
| 8263 | JP Wealth Management, Inc. | $159M | Q2 2026 | 7/14/2026 | 14 |
| 8264 | Stanich Group LLC | $159M | Q2 2026 | 7/16/2026 | 52 |
| 8265 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $159M | Q1 2026 | 5/12/2026 | 98 |
| 8266 | Propel Bio Management, LLC | $159M | Q1 2026 | 5/14/2026 | 38 |
| 8267 | Objectivity Squared, LLC | $159M | Q1 2026 | 5/13/2026 | 55 |
| 8268 | Blue Door Asset Management, LLC | $159M | Q1 2026 | 5/15/2026 | 18 |
| 8269 | Oppenheimer & Close, LLC | $159M | Q1 2026 | 5/12/2026 | 56 |
| 8270 | JERICHO FINANCIAL, LLP | $159M | Q1 2026 | 4/29/2026 | 40 |
| 8271 | 10Elms LLP | $159M | Q1 2026 | 5/15/2026 | 535 |
| 8272 | TOWER TRUST Co | $159M | Q1 2014 | 5/8/2014 | 172 |
| 8273 | SLS MANAGEMENT LLC | $159M | Q1 2014 | 5/15/2014 | 17 |
| 8274 | AGH Wealth Advisors, LLC | $158M | Q2 2026 | 7/22/2026 | 129 |
| 8275 | Bank & Trust Co | $158M | Q2 2026 | 7/10/2026 | 303 |
| 8276 | ELEVATE WEALTH ADVISORY, INC | $158M | Q1 2026 | 5/11/2026 | 125 |
| 8277 | Flagship Capital Management Inc. | $158M | Q2 2026 | 7/21/2026 | 50 |
| 8278 | AG Campbell Advisory, LLC | $158M | Q4 2025 | 3/11/2026 | 5 |
| 8279 | Martin Capital Advisors, LLP | $158M | Q1 2026 | 5/5/2026 | 73 |
| 8280 | Genesis Financial Group, LLC | $158M | Q1 2026 | 5/18/2026 | 103 |
| 8281 | Lalia Capital, LLC | $158M | Q1 2026 | 5/11/2026 | 13 |
| 8282 | Christian Investment Advisors, Inc. | $158M | Q1 2026 | 5/8/2026 | 12 |
| 8283 | Kopion Asset Management, LLC | $158M | Q2 2026 | 7/6/2026 | 21 |
| 8284 | Kastel Capital Advisors, LLC | $158M | Q2 2026 | 7/9/2026 | 57 |
| 8285 | Covey Capital Advisors, LLC | $158M | Q1 2014 | 5/13/2014 | 48 |
| 8286 | Corsicana & Co. | $158M | Q1 2026 | 5/13/2026 | 276 |
| 8287 | Pantera Capital Partners LP | $158M | Q1 2026 | 5/15/2026 | 14 |
| 8288 | DEEPWATER ASSET MANAGEMENT, LLC | $158M | Q1 2026 | 5/13/2026 | 39 |
| 8289 | Clearview Wealth Advisors LLC | $158M | Q4 2025 | 2/17/2026 | 103 |
| 8290 | 4D Advisors, LLC | $158M | Q1 2026 | 5/15/2026 | 34 |
| 8291 | Sarissa Capital Management LP | $158M | Q1 2026 | 5/15/2026 | 9 |
| 8292 | Aurora Private Wealth, Inc. | $158M | Q2 2026 | 7/21/2026 | 177 |
| 8293 | FWG Investments, LLC. | $157M | Q1 2026 | 4/21/2026 | 117 |
| 8294 | Providence Wealth Advisors, LLC | $157M | Q1 2026 | 5/5/2026 | 81 |
| 8295 | Livet Wealth, LLC | $157M | Q1 2026 | 4/24/2026 | 117 |
| 8296 | CDC Financial, Inc. | $157M | Q1 2026 | 5/15/2026 | 49 |
| 8297 | Greenwich Investment Management, Inc. | $157M | Q1 2014 | 5/15/2014 | 36 |
| 8298 | Henson-Edgewater Management, LLC | $157M | Q1 2026 | 4/30/2026 | 66 |
| 8299 | Barrington Strategic Wealth Management Group LLC | $157M | Q2 2014 | 8/8/2014 | 103 |
| 8300 | SYNTAX RESEARCH, INC. | $157M | Q1 2026 | 4/24/2026 | 192 |
| 8301 | Three Magnolias Financial Advisors, LLC | $157M | Q1 2026 | 4/23/2026 | 103 |
| 8302 | Seros Financial, LLC | $157M | Q1 2026 | 5/5/2026 | 58 |
| 8303 | AlpenGlobal Capital LLC | $157M | Q1 2026 | 4/30/2026 | 36 |
| 8304 | ELKHORN PARTNERS LIMITED PARTNERSHIP | $157M | Q1 2026 | 5/14/2026 | 48 |
| 8305 | Turning Point Benefit Group, Inc. | $157M | Q1 2026 | 5/12/2026 | 95 |
| 8306 | IMG Wealth Management, Inc. | $157M | Q1 2026 | 5/15/2026 | 506 |
| 8307 | AmeriServ Wealth Advisors | $157M | Q1 2026 | 5/13/2026 | 59 |
| 8308 | COLUMBIA ADVISORY PARTNERS LLC | $157M | Q1 2026 | 4/23/2026 | 92 |
| 8309 | First National Bank of Hutchinson | $157M | Q1 2026 | 5/4/2026 | 84 |
| 8310 | Diversified Investment Strategies, LLC | $157M | Q1 2026 | 4/30/2026 | 55 |
| 8311 | Lakewood Asset Management LLC | $156M | Q1 2026 | 4/22/2026 | 107 |
| 8312 | CHRISTINE MESSMER PC | $156M | Q1 2026 | 4/21/2026 | 80 |
| 8313 | Indices-Pac Research Corp. | $156M | Q1 2014 | 5/15/2014 | 198 |
| 8314 | HARBER ASSET MANAGEMENT LLC | $156M | Q1 2026 | 5/15/2026 | 41 |
| 8315 | Compass Planning Associates Inc | $156M | Q1 2026 | 4/21/2026 | 30 |
| 8316 | MCGUIRE CAPITAL ADVISORS INC | $156M | Q1 2026 | 5/14/2026 | 868 |
| 8317 | A. D. Beadell Investment Counsel, Inc. | $156M | Q2 2026 | 7/15/2026 | 104 |
| 8318 | Independence Trust CO | $156M | Q2 2014 | 7/15/2014 | 110 |
| 8319 | FMA Wealth Management, LLC | $156M | Q2 2026 | 7/9/2026 | 42 |
| 8320 | FLAHERTY & CRUMRINE INC | $156M | Q1 2014 | 5/15/2014 | 10 |
| 8321 | Polaris Investment Advisors, LLC | $156M | Q2 2026 | 7/9/2026 | 78 |
| 8322 | Schulz Wealth, LTD. | $156M | Q4 2025 | 2/5/2026 | 62 |
| 8323 | BANKERS TRUST CO | $156M | Q1 2014 | 5/15/2014 | 115 |
| 8324 | WLTH Capital Management, LLC | $156M | Q2 2026 | 7/9/2026 | 29 |
| 8325 | Allied Private Wealth LLC | $156M | Q2 2026 | 7/9/2026 | 906 |
| 8326 | PATRICK M SWEENEY & ASSOCIATES, INC | $156M | Q1 2026 | 5/7/2026 | 164 |
| 8327 | BLUEFIN CAPITAL MANAGEMENT, LLC | $156M | Q1 2026 | 5/15/2026 | 127 |
| 8328 | BlueMar Capital Management, LLC | $156M | Q1 2014 | 5/15/2014 | 29 |
| 8329 | Invera Wealth Advisors, LLC | $156M | Q1 2026 | 4/22/2026 | 98 |
| 8330 | Cornerstone Financial Group, LLC /NE/ | $156M | Q1 2026 | 5/6/2026 | 73 |
| 8331 | BML Capital Management, LLC | $156M | Q1 2026 | 5/5/2026 | 16 |
| 8332 | ACCREDITED INVESTOR SERVICES, LLC | $156M | Q1 2026 | 4/21/2026 | 77 |
| 8333 | BNB Wealth Management, LLC | $156M | Q1 2026 | 5/13/2026 | 90 |
| 8334 | Truxt Investmentos Ltda. | $156M | Q1 2026 | 5/5/2026 | 29 |
| 8335 | Pioneer Family Office, LLC | $156M | Q1 2026 | 5/13/2026 | 122 |
| 8336 | Financial Life Planners | $156M | Q2 2026 | 7/21/2026 | 339 |
| 8337 | Clarendon Private LLC | $156M | Q2 2026 | 7/22/2026 | 124 |
| 8338 | SOUTHERN CAPITAL SERVICES INC /ADV | $156M | Q1 2026 | 4/29/2026 | 29 |
| 8339 | Clearview Wealth Management LLC | $156M | Q2 2026 | 7/13/2026 | 62 |
| 8340 | Good Steward Wealth Advisors,LLC | $156M | Q1 2026 | 5/4/2026 | 68 |
| 8341 | WESTCO ADVISORY SERVICES INC /ADV | $156M | Q1 2026 | 5/11/2026 | 104 |
| 8342 | Osmium Partners, LLC | $155M | Q1 2014 | 5/14/2014 | 20 |
| 8343 | Summit Portfolio Management, LTD. | $155M | Q1 2026 | 4/30/2026 | 24 |
| 8344 | PORTOLA GROUP INC /CA | $155M | Q4 2013 | 2/14/2014 | 83 |
| 8345 | CULTIVAR CAPITAL, INC. | $155M | Q2 2026 | 7/7/2026 | 40 |
| 8346 | DeLarme Wealth Management, Inc. | $155M | Q1 2026 | 4/23/2026 | 63 |
| 8347 | Kuhn & Co Investment Counsel | $155M | Q1 2026 | 5/12/2026 | 142 |
| 8348 | RETIREMENT PLANNING GROUP, LLC / NY | $155M | Q1 2026 | 4/21/2026 | 94 |
| 8349 | Future Financial Wealth Managment LLC | $155M | Q1 2026 | 4/16/2026 | 128 |
| 8350 | Caerus Global Investors LLC | $155M | Q1 2014 | 6/20/2014 | 39 |
| 8351 | Archvest Wealth Advisors, Inc. | $155M | Q1 2026 | 5/13/2026 | 74 |
| 8352 | TOWERVIEW LLC | $155M | Q1 2026 | 5/5/2026 | 16 |
| 8353 | GUARDIAN INVESTMENT MANAGEMENT | $155M | Q2 2026 | 7/17/2026 | 60 |
| 8354 | CYBER HORNET ETFs LLC | $155M | Q1 2026 | 5/8/2026 | 507 |
| 8355 | Minerva Advisors LLC | $155M | Q1 2026 | 5/12/2026 | 49 |
| 8356 | Aegis Wealth Management, Inc. | $155M | Q2 2026 | 7/16/2026 | 119 |
| 8357 | ES4, LLC | $155M | Q1 2026 | 4/29/2026 | 32 |
| 8358 | AtlasMark Financial, Inc | $155M | Q1 2026 | 4/22/2026 | 47 |
| 8359 | Mountain Lake Investment Management LLC | $155M | Q1 2026 | 5/15/2026 | 29 |
| 8360 | ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $155M | Q1 2026 | 4/27/2026 | 150 |
| 8361 | Equity Wealth Partners, LLC | $155M | Q1 2026 | 5/8/2026 | 76 |
| 8362 | LeConte Wealth Management, LLC | $155M | Q1 2026 | 5/12/2026 | 152 |
| 8363 | Elevate Capital Advisors, LLC | $155M | Q1 2026 | 4/23/2026 | 72 |
| 8364 | Yorkville Advisors Global, LP | $155M | Q1 2026 | 5/13/2026 | 43 |
| 8365 | Meadow Creek Wealth Advisors LLC | $155M | Q1 2026 | 4/30/2026 | 135 |
| 8366 | Collar Capital Management, LLC | $155M | Q1 2026 | 5/14/2026 | 72 |
| 8367 | Grantvest Financial Group LLC | $154M | Q1 2026 | 5/11/2026 | 167 |
| 8368 | LEIGH BALDWIN & CO., LLC | $154M | Q1 2026 | 5/20/2026 | 163 |
| 8369 | B. Riley Wealth Management, Inc. | $154M | Q2 2014 | 7/17/2014 | 1,144 |
| 8370 | STEINBERG ASSET MANAGEMENT LLC | $154M | Q1 2026 | 5/11/2026 | 40 |
| 8371 | Outbound Financial Inc | $154M | Q2 2026 | 7/15/2026 | 45 |
| 8372 | Rare Wolf Capital LLC | $154M | Q1 2026 | 5/14/2026 | 127 |
| 8373 | Pathfinder Wealth Consulting, Inc. | $154M | Q1 2026 | 4/20/2026 | 163 |
| 8374 | North Forty Management, LLC | $154M | Q2 2014 | 7/28/2014 | 6 |
| 8375 | NDWM LLC | $154M | Q1 2026 | 4/24/2026 | 38 |
| 8376 | ENTRUST FINANCIAL LLC | $154M | Q2 2026 | 7/20/2026 | 445 |
| 8377 | PERSPECTIVE WEALTH ADVISORS LLC | $154M | Q1 2026 | 5/8/2026 | 55 |
| 8378 | Legacy Capital Partners, Inc. | $154M | Q2 2014 | 8/11/2014 | 117 |
| 8379 | Foresight Global Investors, Inc. | $154M | Q1 2026 | 5/12/2026 | 29 |
| 8380 | Fidato Wealth LLC | $154M | Q1 2026 | 5/7/2026 | 15 |
| 8381 | SBI Holdings USA, Inc. | $154M | Q1 2026 | 5/8/2026 | 1 |
| 8382 | Alpine Fox Capital LLC | $154M | Q1 2026 | 5/14/2026 | 16 |
| 8383 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $154M | Q1 2026 | 4/29/2026 | 39 |
| 8384 | Cedar Point Capital Partners, LLC | $154M | Q1 2026 | 5/6/2026 | 71 |
| 8385 | Creegan & Nassoura Financial Group, LLC | $154M | Q4 2025 | 2/17/2026 | 78 |
| 8386 | Hoese & Co LLP | $154M | Q2 2026 | 7/14/2026 | 183 |
| 8387 | Cravens & Co Advisors, LLC | $154M | Q1 2026 | 5/13/2026 | 64 |
| 8388 | Safir Wealth Advisors, LLC | $154M | Q2 2026 | 7/9/2026 | 17 |
| 8389 | APERIMUS CAPITAL, LLC | $154M | Q2 2014 | 7/14/2014 | 3 |
| 8390 | SageOak Financial, LLC | $154M | Q2 2026 | 7/14/2026 | 37 |
| 8391 | H PARTNERS MANAGEMENT, LLC | $154M | Q1 2026 | 5/15/2026 | 2 |
| 8392 | MILLBANK DARTMOOR PORTSMOUTH LLC | $154M | Q1 2026 | 5/12/2026 | 2 |
| 8393 | Valpey Financial Services, LLC | $154M | Q1 2026 | 5/11/2026 | 75 |
| 8394 | bLong Financial, LLC | $154M | Q2 2026 | 7/21/2026 | 80 |
| 8395 | BRIGHT VALLEY CAPITAL Ltd | $153M | Q1 2026 | 5/13/2026 | 13 |
| 8396 | DOHENY ASSET MANAGEMENT /CA | $153M | Q1 2026 | 5/7/2026 | 60 |
| 8397 | REDSTONE WEALTH MANAGEMENT, LLC | $153M | Q2 2026 | 7/15/2026 | 31 |
| 8398 | Warner Group LLC | $153M | Q1 2026 | 4/29/2026 | 78 |
| 8399 | FLOYD FINANCIAL GROUP LLC | $153M | Q2 2026 | 7/22/2026 | 65 |
| 8400 | Blue Capital, Inc. | $153M | Q1 2026 | 4/24/2026 | 107 |