Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8201 | B. Riley Wealth Management, Inc. | $154M | Q2 2014 | 7/17/2014 | 1,144 |
| 8202 | HANSEATIC MANAGEMENT SERVICES INC | $154M | Q2 2014 | 8/5/2014 | 242 |
| 8203 | North Forty Management, LLC | $154M | Q2 2014 | 7/28/2014 | 6 |
| 8204 | FMA Wealth Management, LLC | $154M | Q4 2025 | 1/13/2026 | 45 |
| 8205 | Petiole USA ltd | $154M | Q4 2025 | 2/20/2026 | 33 |
| 8206 | J.E. Simmons & Co., P.C. | $154M | Q4 2025 | 2/13/2026 | 68 |
| 8207 | Income Insurance Ltd | $154M | Q4 2025 | 2/4/2026 | 159 |
| 8208 | Equity Wealth Partners, LLC | $154M | Q4 2025 | 1/26/2026 | 78 |
| 8209 | Generation Capital Management LLC | $154M | Q4 2025 | 2/13/2026 | 88 |
| 8210 | Rareview Capital LLC | $154M | Q4 2025 | 1/29/2026 | 51 |
| 8211 | Legacy Capital Partners, Inc. | $154M | Q2 2014 | 8/11/2014 | 117 |
| 8212 | EMERGENCE GP PARTNERS, LLC | $154M | Q4 2025 | 2/6/2026 | 4 |
| 8213 | A. D. Beadell Investment Counsel, Inc. | $154M | Q4 2025 | 1/14/2026 | 99 |
| 8214 | Creegan & Nassoura Financial Group, LLC | $154M | Q4 2025 | 2/17/2026 | 78 |
| 8215 | Pinnacle West Asset Management, Inc. | $154M | Q4 2025 | 2/10/2026 | 114 |
| 8216 | CAPSTONE CAPITAL LLC | $154M | Q4 2025 | 1/22/2026 | 20 |
| 8217 | Mittelman Wealth Management | $154M | Q4 2025 | 2/17/2026 | 43 |
| 8218 | Central Asset Investments & Management Holdings (HK) Ltd | $154M | Q4 2025 | 2/5/2026 | 39 |
| 8219 | APERIMUS CAPITAL, LLC | $154M | Q2 2014 | 7/14/2014 | 3 |
| 8220 | Chico Wealth RIA | $153M | Q4 2025 | 2/10/2026 | 33 |
| 8221 | Laraway Financial Advisors Inc | $153M | Q4 2025 | 2/13/2026 | 131 |
| 8222 | Climber Capital SA | $153M | Q4 2025 | 2/3/2026 | 58 |
| 8223 | Banco de Sabadell, S.A | $153M | Q4 2025 | 2/9/2026 | 63 |
| 8224 | Wright Wealth LLC | $153M | Q4 2025 | 2/13/2026 | 61 |
| 8225 | Cassady Wealth & Retirement Planning, LLC | $153M | Q4 2025 | 4/2/2026 | 97 |
| 8226 | NORTH DALLAS BANK & TRUST CO | $153M | Q4 2025 | 2/11/2026 | 109 |
| 8227 | CHRISTINE MESSMER PC | $153M | Q4 2025 | 2/3/2026 | 79 |
| 8228 | Verus Advisory, Inc. | $153M | Q4 2025 | 2/20/2026 | 8 |
| 8229 | Nautilus Advisors LLC | $153M | Q4 2025 | 1/22/2026 | 173 |
| 8230 | CITY NATIONAL BANK OF FLORIDA /MSD | $153M | Q4 2025 | 2/17/2026 | 130 |
| 8231 | Advaya LLP | $153M | Q4 2025 | 2/17/2026 | 7 |
| 8232 | LeConte Wealth Management, LLC | $153M | Q4 2025 | 1/15/2026 | 138 |
| 8233 | Lighthouse Financial LLC | $153M | Q4 2025 | 2/17/2026 | 72 |
| 8234 | SOLARIS ASSET MANAGEMENT LLC | $153M | Q2 2014 | 7/18/2014 | 203 |
| 8235 | Healthcare Value Capital, LLC | $153M | Q1 2014 | 5/13/2014 | 45 |
| 8236 | SCRATCH CAPITAL LLC | $153M | Q4 2025 | 1/13/2026 | 47 |
| 8237 | L1 Global Manager Pty Ltd | $153M | Q4 2025 | 2/13/2026 | 95 |
| 8238 | Mainstream Capital Management LLC | $153M | Q4 2025 | 1/21/2026 | 88 |
| 8239 | Caitlin John, LLC | $153M | Q4 2025 | 2/18/2026 | 927 |
| 8240 | Cravens & Co Advisors, LLC | $153M | Q4 2025 | 2/10/2026 | 63 |
| 8241 | Arthedge Capital Management, LLC | $153M | Q4 2025 | 2/17/2026 | 11 |
| 8242 | Diversified Investment Strategies, LLC | $153M | Q4 2025 | 2/9/2026 | 50 |
| 8243 | Sharp Capital Gestora de Recursos Ltda. | $152M | Q4 2025 | 2/13/2026 | 6 |
| 8244 | Horizons Wealth Management | $152M | Q1 2026 | 4/2/2026 | 170 |
| 8245 | Disciplined Investors, L.L.C. | $152M | Q4 2025 | 2/10/2026 | 121 |
| 8246 | Quintium Advisors, LLC | $152M | Q1 2014 | 5/8/2014 | 15 |
| 8247 | Paradigm, Strategies in Wealth Management, LLC | $152M | Q4 2025 | 1/22/2026 | 49 |
| 8248 | BARINGTON COMPANIES MANAGEMENT, LLC | $152M | Q4 2025 | 2/13/2026 | 11 |
| 8249 | Nebula Capital Management, LP | $152M | Q2 2014 | 7/8/2014 | 26 |
| 8250 | COHEN LAWRENCE B | $152M | Q2 2014 | 7/2/2014 | 71 |
| 8251 | Wilson & Boucher Capital Management, LLC | $152M | Q4 2025 | 2/5/2026 | 114 |
| 8252 | SENTRY INVESTMENT MANAGEMENT LLC | $152M | Q4 2025 | 2/4/2026 | 514 |
| 8253 | Aurora Private Wealth, Inc. | $152M | Q4 2025 | 2/2/2026 | 163 |
| 8254 | Empirical Capital Management, LLC | $152M | Q4 2025 | 2/10/2026 | 11 |
| 8255 | LEIGH BALDWIN & CO., LLC | $152M | Q4 2025 | 2/12/2026 | 162 |
| 8256 | Piedmont Capital Management, LLC/NC | $152M | Q4 2025 | 2/13/2026 | 115 |
| 8257 | Antonelli Financial Advisors, LLC | $152M | Q4 2025 | 1/27/2026 | 44 |
| 8258 | CROWN ADVISORS MANAGEMENT, INC. | $152M | Q4 2025 | 1/28/2026 | 37 |
| 8259 | ALBERT D MASON INC | $152M | Q4 2025 | 1/13/2026 | 139 |
| 8260 | Foundation Wealth Management, LLC | $152M | Q4 2025 | 1/27/2026 | 43 |
| 8261 | Terra Nova Asset Management LLC | $152M | Q4 2025 | 1/14/2026 | 83 |
| 8262 | TRAVELERS COMPANIES, INC. | $152M | Q4 2025 | 2/10/2026 | 3 |
| 8263 | U S WEALTH GROUP, LLC. | $152M | Q4 2025 | 3/17/2026 | 43 |
| 8264 | WEALTHGARDEN F.S. LLC | $152M | Q4 2025 | 2/11/2026 | 159 |
| 8265 | Processus Wealth & Capital Management, LLC | $152M | Q4 2025 | 1/7/2026 | 35 |
| 8266 | Delos Wealth Advisors, LLC | $152M | Q4 2025 | 2/17/2026 | 262 |
| 8267 | Hoffman, Alan N Investment Management | $152M | Q1 2026 | 4/7/2026 | 13 |
| 8268 | GROW Partners, LLC | $152M | Q1 2014 | 5/22/2014 | 28 |
| 8269 | MONIMUS CAPITAL MANAGEMENT, LP | $152M | Q4 2025 | 2/17/2026 | 57 |
| 8270 | SCALAR GAUGE MANAGEMENT, LLC | $152M | Q4 2025 | 2/17/2026 | 32 |
| 8271 | Good Steward Wealth Advisors,LLC | $152M | Q4 2025 | 1/22/2026 | 70 |
| 8272 | IDG Technology Venture Investment III, LLC | $152M | Q1 2014 | 5/15/2014 | 2 |
| 8273 | Hickory Point Bank & Trust | $152M | Q1 2026 | 4/3/2026 | 456 |
| 8274 | Marshall & Sterling Wealth Advisors Inc. | $151M | Q4 2025 | 2/10/2026 | 338 |
| 8275 | Legacy Wealth Advisors, LLC | $151M | Q4 2025 | 2/17/2026 | 86 |
| 8276 | Factorial Partners, LLC | $151M | Q4 2025 | 2/10/2026 | 63 |
| 8277 | BANKERS TRUST CO OF SOUTH DAKOTA | $151M | Q1 2014 | 5/15/2014 | 37 |
| 8278 | Somnio Financial Group, LLC | $151M | Q4 2025 | 1/8/2026 | 14 |
| 8279 | VISTA FINANCE, LLC | $151M | Q4 2025 | 1/27/2026 | 52 |
| 8280 | CASPIAN CAPITAL LP | $151M | Q4 2025 | 2/17/2026 | 11 |
| 8281 | Elevate Capital Advisors, LLC | $151M | Q4 2025 | 1/23/2026 | 78 |
| 8282 | Authentikos Wealth Advisory, LLC | $151M | Q4 2025 | 2/6/2026 | 66 |
| 8283 | NDWM LLC | $151M | Q4 2025 | 2/5/2026 | 34 |
| 8284 | Valley Brook Capital Group, Inc. | $151M | Q4 2025 | 1/23/2026 | 120 |
| 8285 | Princeton Portfolio Strategies Group LLC | $151M | Q1 2014 | 5/15/2014 | 109 |
| 8286 | Versant Venture Management, LLC | $151M | Q4 2025 | 2/12/2026 | 7 |
| 8287 | Triton Financial Group Inc | $151M | Q4 2025 | 2/3/2026 | 85 |
| 8288 | Gordian Advisors LLC | $151M | Q4 2025 | 2/9/2026 | 52 |
| 8289 | ACCREDITED INVESTOR SERVICES, LLC | $151M | Q4 2025 | 2/9/2026 | 75 |
| 8290 | SAGE ADVISORS, LLC | $151M | Q4 2025 | 1/13/2026 | 48 |
| 8291 | Fairscale Capital, LLC | $151M | Q4 2025 | 2/17/2026 | 427 |
| 8292 | AFFINITY INVESTMENT ADVISORS, LLC | $151M | Q4 2025 | 2/12/2026 | 139 |
| 8293 | Lansing Management LP | $151M | Q4 2025 | 2/17/2026 | 13 |
| 8294 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $150M | Q4 2025 | 1/9/2026 | 116 |
| 8295 | GREENWOOD INVESTMENTS, INC. | $150M | Q1 2014 | 5/15/2014 | 19 |
| 8296 | Geller Advisors LLC | $150M | Q1 2014 | 5/7/2014 | 22 |
| 8297 | INTEGRATED CAPITAL MANAGEMENT, INC. | $150M | Q4 2025 | 1/8/2026 | 60 |
| 8298 | Daventry Group, LP | $150M | Q4 2025 | 2/17/2026 | 7 |
| 8299 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $150M | Q4 2025 | 2/17/2026 | 37 |
| 8300 | Ackerman Asset Management, LLC | $150M | Q4 2025 | 2/13/2026 | 33 |
| 8301 | Arini Captial Management Ltd | $150M | Q4 2025 | 2/17/2026 | 5 |
| 8302 | BROOKTREE CAPITAL MANAGEMENT | $150M | Q4 2025 | 2/2/2026 | 41 |
| 8303 | MontVue Capital Management, Inc. | $150M | Q4 2025 | 1/27/2026 | 65 |
| 8304 | Brindle & Bay Financial Advisors, LLC | $150M | Q4 2025 | 1/29/2026 | 68 |
| 8305 | Black Diamond Capital Management I, LLLP | $150M | Q4 2025 | 2/17/2026 | 12 |
| 8306 | Petros Family Wealth, LLC | $150M | Q4 2025 | 1/14/2026 | 141 |
| 8307 | Templeton & Phillips Capital Management, LLC | $150M | Q4 2025 | 2/13/2026 | 45 |
| 8308 | LifeGoal Investments, LLC | $150M | Q4 2025 | 1/15/2026 | 75 |
| 8309 | Kuhn & Co Investment Counsel | $150M | Q4 2025 | 2/9/2026 | 142 |
| 8310 | WINEBRENNER CAPITAL MANAGEMENT LLC | $150M | Q4 2025 | 1/7/2026 | 138 |
| 8311 | 1620 INVESTMENT ADVISORS, INC. | $150M | Q4 2025 | 2/5/2026 | 647 |
| 8312 | Settian Capital LP | $150M | Q4 2025 | 2/4/2026 | 25 |
| 8313 | DMC Group, LLC | $150M | Q4 2025 | 1/21/2026 | 145 |
| 8314 | Peachtree Investment Advisors, Inc. | $150M | Q2 2014 | 7/10/2014 | 133 |
| 8315 | TABR Capital Management, LLC | $150M | Q4 2025 | 1/28/2026 | 51 |
| 8316 | PINCUS CAPITAL MANAGEMENT, LP | $150M | Q4 2025 | 2/10/2026 | 51 |
| 8317 | CASCADE INVESTMENT GROUP, INC. | $150M | Q4 2025 | 1/22/2026 | 143 |
| 8318 | IDG-Accel China Growth Fund Associates L.P. | $150M | Q1 2014 | 5/15/2014 | 3 |
| 8319 | Minerva Advisors LLC | $150M | Q4 2025 | 2/9/2026 | 57 |
| 8320 | CHARTER RESEARCH & INVESTMENT GROUP, INC. | $150M | Q4 2025 | 2/10/2026 | 84 |
| 8321 | Collar Capital Management, LLC | $150M | Q4 2025 | 2/10/2026 | 75 |
| 8322 | Evansbrook LLC | $149M | Q4 2025 | 2/19/2026 | 113 |
| 8323 | Broadview Financial Management, LLC | $149M | Q4 2025 | 2/13/2026 | 41 |
| 8324 | Livingston Group Asset Management CO (operating as Southport Capital Management) | $149M | Q2 2014 | 7/15/2014 | 159 |
| 8325 | COMMONS CAPITAL, LLC | $149M | Q4 2025 | 1/5/2026 | 111 |
| 8326 | COREPATH WEALTH PARTNERS LLC | $149M | Q4 2025 | 1/15/2026 | 42 |
| 8327 | Park State Asset Management | $149M | Q4 2025 | 2/17/2026 | 20 |
| 8328 | Chan Zuckerberg Initiative, LLC | $149M | Q4 2025 | 2/17/2026 | 3 |
| 8329 | CPR Investments Inc. | $149M | Q4 2025 | 1/14/2026 | 47 |
| 8330 | Phoenix Investment Adviser LLC | $149M | Q2 2014 | 8/6/2014 | 45 |
| 8331 | NORTHWEST INVESTMENT COUNSELORS, LLC | $149M | Q2 2014 | 7/29/2014 | 104 |
| 8332 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $149M | Q4 2025 | 1/26/2026 | 83 |
| 8333 | GARLAND CAPITAL MANAGEMENT INC | $149M | Q2 2014 | 7/31/2014 | 40 |
| 8334 | Aspetuck Financial Management LLC | $149M | Q4 2025 | 2/11/2026 | 74 |
| 8335 | Darwins River Capital, LP | $149M | Q4 2025 | 2/17/2026 | 24 |
| 8336 | Latash Investments, LLC | $149M | Q4 2025 | 2/13/2026 | 18 |
| 8337 | Anabranch Capital Management, LP | $149M | Q4 2025 | 2/17/2026 | 5 |
| 8338 | Sugar Maple Asset Management, LLC | $149M | Q4 2025 | 1/20/2026 | 84 |
| 8339 | SIGNET MANAGEMENT USA, LLC | $149M | Q4 2013 | 2/11/2014 | 197 |
| 8340 | Adirondack Capital Advisors, LLC | $149M | Q4 2025 | 2/3/2026 | 42 |
| 8341 | MOUNT VERNON ASSOCIATES INC /MD/ | $149M | Q4 2025 | 1/22/2026 | 60 |
| 8342 | Future Financial Wealth Managment LLC | $149M | Q4 2025 | 1/21/2026 | 127 |
| 8343 | Refined Wealth Management | $149M | Q4 2025 | 1/15/2026 | 43 |
| 8344 | TRV GP VI, LLC | $149M | Q4 2025 | 2/13/2026 | 3 |
| 8345 | Pinnacle Wealth Management, LLC | $148M | Q4 2025 | 1/15/2026 | 39 |
| 8346 | Accelerate Investment Advisors LLC | $148M | Q4 2025 | 1/12/2026 | 120 |
| 8347 | Strong Retirement Solutions LLC | $148M | Q4 2025 | 2/18/2026 | 84 |
| 8348 | ALPHA WINDWARD LLC | $148M | Q2 2014 | 7/16/2014 | 392 |
| 8349 | STAGE HARBOR FINANCIAL, LLC | $148M | Q4 2025 | 2/17/2026 | 60 |
| 8350 | Eschler Asset Management LLP | $148M | Q4 2025 | 2/13/2026 | 56 |
| 8351 | Fortune Financial Advisors, LLC | $148M | Q4 2025 | 1/23/2026 | 99 |
| 8352 | Twin Lions Management LLC | $148M | Q4 2025 | 2/17/2026 | 8 |
| 8353 | Alamea Verwaltungs GmbH | $148M | Q4 2025 | 2/13/2026 | 92 |
| 8354 | BETO FINANCIAL GROUP, LLC | $148M | Q4 2025 | 2/10/2026 | 133 |
| 8355 | Zeit Capital LLC | $148M | Q4 2025 | 1/26/2026 | 27 |
| 8356 | Nicholas Wealth, LLC. | $148M | Q4 2025 | 2/17/2026 | 99 |
| 8357 | Hartmann Taylor Wealth Management, LLC | $148M | Q4 2025 | 1/15/2026 | 53 |
| 8358 | CERTIOR FINANCIAL GROUP, LLC | $148M | Q4 2025 | 2/4/2026 | 132 |
| 8359 | MFA Wealth Services | $148M | Q4 2025 | 1/15/2026 | 117 |
| 8360 | Brightwater Advisory LLC | $148M | Q4 2025 | 2/12/2026 | 59 |
| 8361 | Cascabel Management LP | $148M | Q1 2014 | 5/15/2014 | 24 |
| 8362 | Bruce G. Allen Investments, LLC | $148M | Q4 2025 | 2/10/2026 | 1,081 |
| 8363 | ELLERSON GROUP INC /ADV | $148M | Q4 2025 | 2/9/2026 | 54 |
| 8364 | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | $148M | Q4 2025 | 2/17/2026 | 7 |
| 8365 | FLOYD FINANCIAL GROUP LLC | $148M | Q4 2025 | 2/24/2026 | 69 |
| 8366 | Seven Fleet Capital Management LP | $148M | Q4 2025 | 4/2/2026 | 85 |
| 8367 | AyurMaya Capital Management Company, LP | $148M | Q4 2025 | 2/13/2026 | 1 |
| 8368 | REYNOLDS CAPITAL MANAGEMENT LLC | $148M | Q2 2014 | 7/8/2014 | 341 |
| 8369 | Nabity-Jensen Investment Management Inc | $148M | Q4 2025 | 1/26/2026 | 70 |
| 8370 | ARGONAUT CAPITAL MANAGEMENT CORP | $148M | Q1 2014 | 5/15/2014 | 20 |
| 8371 | Chancellor Financial Group WB LP | $148M | Q4 2025 | 2/5/2026 | 137 |
| 8372 | CHARTIST INC /CA/ | $148M | Q4 2025 | 2/10/2026 | 20 |
| 8373 | Aquamarine Zurich AG | $148M | Q4 2025 | 1/15/2026 | 7 |
| 8374 | OneAscent Family Office, LLC | $148M | Q4 2025 | 2/11/2026 | 180 |
| 8375 | Renasant Bank | $147M | Q4 2025 | 1/30/2026 | 143 |
| 8376 | Stillwater Wealth Management Group | $147M | Q4 2025 | 1/27/2026 | 73 |
| 8377 | Sagace Wealth Management LLC | $147M | Q4 2025 | 2/2/2026 | 67 |
| 8378 | Torch Wealth Management LLC | $147M | Q2 2014 | 7/23/2014 | 259 |
| 8379 | ACUTA CAPITAL PARTNERS, LLC | $147M | Q4 2025 | 2/17/2026 | 30 |
| 8380 | TopTier Wealth Management, LLC | $147M | Q4 2025 | 2/12/2026 | 121 |
| 8381 | CBM Financial, LLC | $147M | Q4 2025 | 2/19/2026 | 16 |
| 8382 | M.E. ALLISON & CO., INC. | $147M | Q4 2025 | 1/12/2026 | 178 |
| 8383 | Longview Financial Advisors, Inc. | $147M | Q4 2025 | 2/2/2026 | 46 |
| 8384 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $147M | Q2 2014 | 7/15/2014 | 21 |
| 8385 | Community Bank of Raymore | $147M | Q4 2025 | 1/23/2026 | 74 |
| 8386 | Redwood Park Advisors LLC | $147M | Q4 2025 | 2/17/2026 | 322 |
| 8387 | Sentinel Dome Partners, LLC | $147M | Q4 2025 | 3/5/2026 | 30 |
| 8388 | Octahedron Capital Management L.P. | $147M | Q4 2025 | 2/17/2026 | 16 |
| 8389 | Merkkuri Wealth Advisors LLC | $147M | Q4 2025 | 1/29/2026 | 80 |
| 8390 | Chicago Capital Management, LLC | $147M | Q4 2025 | 2/2/2026 | 43 |
| 8391 | Tsai Capital Corp | $147M | Q4 2025 | 2/4/2026 | 20 |
| 8392 | Palliser Capital (UK) Ltd | $147M | Q4 2025 | 2/13/2026 | 5 |
| 8393 | Keystone Financial Services, LLC | $147M | Q4 2025 | 1/27/2026 | 54 |
| 8394 | CHAPMAN FINANCIAL GROUP, LLC | $147M | Q4 2025 | 2/2/2026 | 256 |
| 8395 | COLUMBIA ADVISORY PARTNERS LLC | $147M | Q4 2025 | 1/22/2026 | 90 |
| 8396 | INTEGRITY WEALTH ADVISORS, INC. | $147M | Q4 2025 | 2/17/2026 | 77 |
| 8397 | Longbow Capital Partners, L.P. | $147M | Q1 2014 | 5/14/2014 | 44 |
| 8398 | CogentBlue Wealth Advisors, LLC | $147M | Q4 2025 | 1/16/2026 | 75 |
| 8399 | Oppenheimer & Close, LLC | $147M | Q4 2025 | 2/10/2026 | 57 |
| 8400 | Walnut Level Capital LLC | $147M | Q4 2025 | 2/17/2026 | 37 |