Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8401 | DiPaolo Financial Group, Inc. | $153M | Q2 2026 | 7/9/2026 | 47 |
| 8402 | Atlantic Private Wealth, LLC | $153M | Q1 2026 | 5/8/2026 | 315 |
| 8403 | McGinn Penninger Investment Management, Inc. | $153M | Q1 2026 | 4/28/2026 | 34 |
| 8404 | Capital Squared Financial LLC | $153M | Q2 2026 | 7/21/2026 | 87 |
| 8405 | Bravias Capital Group, LLC | $153M | Q1 2026 | 4/28/2026 | 96 |
| 8406 | Berbice Capital Management LLC | $153M | Q1 2026 | 5/6/2026 | 159 |
| 8407 | SOLARIS ASSET MANAGEMENT LLC | $153M | Q2 2014 | 7/18/2014 | 203 |
| 8408 | INTERACTIVE FINANCIAL ADVISORS, INC. | $153M | Q1 2026 | 4/28/2026 | 78 |
| 8409 | Healthcare Value Capital, LLC | $153M | Q1 2014 | 5/13/2014 | 45 |
| 8410 | Bruce G. Allen Investments, LLC | $153M | Q1 2026 | 5/8/2026 | 1,084 |
| 8411 | Fiduciary Wealth Partners, LLC | $153M | Q1 2026 | 5/6/2026 | 60 |
| 8412 | State of Wisconsin - Board of Commissioners of Public Lands | $153M | Q2 2026 | 7/22/2026 | 6 |
| 8413 | Round Hill Asset Management | $153M | Q1 2026 | 5/14/2026 | 62 |
| 8414 | SeaTown Holdings Pte. Ltd. | $153M | Q1 2026 | 4/14/2026 | 17 |
| 8415 | PUREfi Wealth, LLC | $153M | Q1 2026 | 4/28/2026 | 188 |
| 8416 | ELLERSON GROUP INC /ADV | $153M | Q1 2026 | 5/4/2026 | 61 |
| 8417 | Redwood Financial Network Corp | $153M | Q1 2026 | 5/14/2026 | 170 |
| 8418 | Sellaronda Global Management LP | $152M | Q1 2026 | 5/14/2026 | 8 |
| 8419 | Horizons Wealth Management | $152M | Q1 2026 | 4/2/2026 | 170 |
| 8420 | Comprehensive Money Management Services LLC | $152M | Q1 2026 | 4/23/2026 | 193 |
| 8421 | Quintium Advisors, LLC | $152M | Q1 2014 | 5/8/2014 | 15 |
| 8422 | Nebula Capital Management, LP | $152M | Q2 2014 | 7/8/2014 | 26 |
| 8423 | COHEN LAWRENCE B | $152M | Q2 2014 | 7/2/2014 | 71 |
| 8424 | Forest Hill Capital, LLC | $152M | Q1 2026 | 5/15/2026 | 19 |
| 8425 | Integras Partners LLC | $152M | Q1 2026 | 5/12/2026 | 69 |
| 8426 | MOULTON WEALTH MANAGEMENT, INC | $152M | Q2 2026 | 7/6/2026 | 66 |
| 8427 | Hummer Financial Advisory Services Inc | $152M | Q2 2026 | 7/7/2026 | 129 |
| 8428 | IBEX INVESTORS LLC | $152M | Q1 2026 | 5/12/2026 | 14 |
| 8429 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $152M | Q2 2026 | 7/10/2026 | 84 |
| 8430 | Prota Financial, LLC | $152M | Q2 2026 | 7/7/2026 | 70 |
| 8431 | CASCADE INVESTMENT GROUP, INC. | $152M | Q1 2026 | 5/13/2026 | 147 |
| 8432 | Uptown Financial Advisors LLC | $152M | Q2 2026 | 7/10/2026 | 88 |
| 8433 | Point Nemo Capital, LLC | $152M | Q1 2026 | 5/15/2026 | 80 |
| 8434 | U S WEALTH GROUP, LLC. | $152M | Q4 2025 | 3/17/2026 | 43 |
| 8435 | FSA Advisors, Inc. | $152M | Q1 2026 | 5/6/2026 | 192 |
| 8436 | TTRF Capital Ltd | $152M | Q2 2026 | 7/6/2026 | 13 |
| 8437 | GROW Partners, LLC | $152M | Q1 2014 | 5/22/2014 | 28 |
| 8438 | Guided Capital Wealth Management, LLC | $152M | Q1 2026 | 4/30/2026 | 34 |
| 8439 | WASHINGTON CAPITAL MANAGEMENT, INC | $152M | Q2 2026 | 7/21/2026 | 113 |
| 8440 | IDG Technology Venture Investment III, LLC | $152M | Q1 2014 | 5/15/2014 | 2 |
| 8441 | Key Capital Management, INC | $151M | Q1 2026 | 5/7/2026 | 687 |
| 8442 | BANKERS TRUST CO OF SOUTH DAKOTA | $151M | Q1 2014 | 5/15/2014 | 37 |
| 8443 | Morgan Creek Capital Management, LLC | $151M | Q1 2026 | 5/15/2026 | 9 |
| 8444 | Hartmann Taylor Wealth Management, LLC | $151M | Q1 2026 | 4/22/2026 | 54 |
| 8445 | Williams & Novak, LLC | $151M | Q2 2026 | 7/8/2026 | 146 |
| 8446 | MJT & Associates Financial Advisory Group, Inc. | $151M | Q2 2026 | 7/6/2026 | 465 |
| 8447 | Brightwater Advisory LLC | $151M | Q1 2026 | 4/30/2026 | 60 |
| 8448 | Neumann Capital Management, LLC | $151M | Q2 2026 | 7/10/2026 | 58 |
| 8449 | Princeton Portfolio Strategies Group LLC | $151M | Q1 2014 | 5/15/2014 | 109 |
| 8450 | Merkkuri Wealth Advisors LLC | $151M | Q1 2026 | 4/21/2026 | 399 |
| 8451 | Dauntless Investment Group, LLC | $151M | Q1 2026 | 5/14/2026 | 69 |
| 8452 | Hudson Executive Capital LP | $151M | Q1 2026 | 5/15/2026 | 2 |
| 8453 | Themes Management Co LLC | $151M | Q2 2026 | 7/21/2026 | 120 |
| 8454 | SAGE ADVISORS, LLC | $151M | Q4 2025 | 1/13/2026 | 48 |
| 8455 | STAGE HARBOR FINANCIAL, LLC | $151M | Q1 2026 | 5/4/2026 | 61 |
| 8456 | Fingerlakes Wealth Management, Inc. | $151M | Q1 2026 | 4/21/2026 | 97 |
| 8457 | Crew Capital Management, Ltd | $151M | Q1 2026 | 4/22/2026 | 109 |
| 8458 | Banco de Sabadell, S.A | $151M | Q1 2026 | 5/8/2026 | 62 |
| 8459 | Wilson & Boucher Capital Management, LLC | $151M | Q1 2026 | 5/18/2026 | 114 |
| 8460 | Adelphi Trust Co | $151M | Q2 2026 | 7/1/2026 | 114 |
| 8461 | CROWN ADVISORS MANAGEMENT, INC. | $151M | Q1 2026 | 5/7/2026 | 40 |
| 8462 | Lansing Management LP | $151M | Q1 2026 | 5/15/2026 | 14 |
| 8463 | GREENWOOD INVESTMENTS, INC. | $150M | Q1 2014 | 5/15/2014 | 19 |
| 8464 | Leibman Financial Services, Inc. | $150M | Q2 2026 | 7/14/2026 | 46 |
| 8465 | Geller Advisors LLC | $150M | Q1 2014 | 5/7/2014 | 22 |
| 8466 | FACT Capital, LP | $150M | Q1 2026 | 5/15/2026 | 17 |
| 8467 | JCP Investment Management, LLC | $150M | Q1 2026 | 5/15/2026 | 24 |
| 8468 | Spartan Planning & Wealth Management | $150M | Q2 2026 | 7/22/2026 | 75 |
| 8469 | Richmond Brothers, Inc. | $150M | Q1 2026 | 5/11/2026 | 36 |
| 8470 | Nicholson Meyer Capital Management, Inc. | $150M | Q2 2026 | 7/21/2026 | 45 |
| 8471 | CHARTER RESEARCH & INVESTMENT GROUP, INC. | $150M | Q1 2026 | 5/12/2026 | 86 |
| 8472 | Redwood Park Advisors LLC | $150M | Q1 2026 | 5/4/2026 | 327 |
| 8473 | Gordian Advisors LLC | $150M | Q1 2026 | 4/27/2026 | 55 |
| 8474 | Magnolia Private Wealth, LLC | $150M | Q1 2026 | 4/21/2026 | 134 |
| 8475 | Phil A. Younker & Associates, Ltd. | $150M | Q1 2026 | 4/17/2026 | 36 |
| 8476 | THOMPSON DAVIS & CO., INC. | $150M | Q1 2026 | 4/16/2026 | 141 |
| 8477 | Peachtree Investment Advisors, Inc. | $150M | Q2 2014 | 7/10/2014 | 133 |
| 8478 | Piedmont Capital Management, LLC/NC | $150M | Q1 2026 | 4/21/2026 | 119 |
| 8479 | Lakeside Advisors, INC. | $150M | Q1 2026 | 4/30/2026 | 65 |
| 8480 | Genesis Wealth Advisors, LLC | $150M | Q1 2026 | 5/4/2026 | 64 |
| 8481 | Evansbrook LLC | $150M | Q1 2026 | 6/4/2026 | 117 |
| 8482 | IDG-Accel China Growth Fund Associates L.P. | $150M | Q1 2014 | 5/15/2014 | 3 |
| 8483 | THRYVE WEALTH MANAGEMENT LLC | $150M | Q1 2026 | 5/14/2026 | 43 |
| 8484 | Accelerate Investment Advisors LLC | $150M | Q1 2026 | 4/13/2026 | 133 |
| 8485 | Wright Wealth LLC | $149M | Q1 2026 | 5/15/2026 | 51 |
| 8486 | L1 Global Manager Pty Ltd | $149M | Q1 2026 | 5/14/2026 | 116 |
| 8487 | Zeit Capital LLC | $149M | Q1 2026 | 5/5/2026 | 53 |
| 8488 | HC Advisors, LLC | $149M | Q1 2026 | 5/5/2026 | 60 |
| 8489 | Community Bank of Raymore | $149M | Q1 2026 | 4/17/2026 | 74 |
| 8490 | Platt Investment Counsel, LLC | $149M | Q2 2026 | 7/8/2026 | 14 |
| 8491 | Sagace Wealth Management LLC | $149M | Q1 2026 | 4/29/2026 | 70 |
| 8492 | Alpha Wealth Funds, LLC | $149M | Q1 2026 | 5/14/2026 | 41 |
| 8493 | Livingston Group Asset Management CO (operating as Southport Capital Management) | $149M | Q2 2014 | 7/15/2014 | 159 |
| 8494 | Valley Brook Capital Group, Inc. | $149M | Q1 2026 | 5/8/2026 | 112 |
| 8495 | Phoenix Investment Adviser LLC | $149M | Q2 2014 | 8/6/2014 | 45 |
| 8496 | NORTHWEST INVESTMENT COUNSELORS, LLC | $149M | Q2 2014 | 7/29/2014 | 104 |
| 8497 | GARLAND CAPITAL MANAGEMENT INC | $149M | Q2 2014 | 7/31/2014 | 40 |
| 8498 | Atala Financial Inc | $149M | Q1 2026 | 4/10/2026 | 117 |
| 8499 | Ariose Capital Management Ltd | $149M | Q1 2026 | 4/28/2026 | 15 |
| 8500 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $149M | Q1 2026 | 4/27/2026 | 55 |
| 8501 | Rockbridge Asset Management LLC | $149M | Q1 2026 | 5/14/2026 | 27 |
| 8502 | Clark Wealth Partners | $149M | Q1 2026 | 5/11/2026 | 604 |
| 8503 | DUTCH ASSET Corp | $149M | Q1 2026 | 5/8/2026 | 95 |
| 8504 | Pine Haven Investment Counsel, Inc | $149M | Q2 2026 | 7/8/2026 | 116 |
| 8505 | J2 Capital Management Inc | $149M | Q2 2026 | 7/20/2026 | 123 |
| 8506 | CAMELOT TECHNOLOGY ADVISORS, INC. | $149M | Q2 2026 | 7/10/2026 | 61 |
| 8507 | SIGNET MANAGEMENT USA, LLC | $149M | Q4 2013 | 2/11/2014 | 197 |
| 8508 | Keystone Financial Services, LLC | $149M | Q1 2026 | 4/21/2026 | 58 |
| 8509 | Sage Investment Advisers LLC | $149M | Q2 2026 | 7/9/2026 | 98 |
| 8510 | KM Capital Management Ltd. | $149M | Q1 2026 | 5/15/2026 | 76 |
| 8511 | Flavin Financial Services, Inc. | $149M | Q1 2026 | 5/7/2026 | 72 |
| 8512 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $149M | Q2 2026 | 7/13/2026 | 70 |
| 8513 | HAMILTON LANE ADVISORS LLC | $149M | Q2 2026 | 7/13/2026 | 14 |
| 8514 | McAlvany Wealth Management LLC | $148M | Q1 2026 | 5/6/2026 | 41 |
| 8515 | Gallagher Capital Advisors, LLC | $148M | Q1 2026 | 5/5/2026 | 65 |
| 8516 | ALPHA WINDWARD LLC | $148M | Q2 2014 | 7/16/2014 | 392 |
| 8517 | Randall & Associates Wealth Management | $148M | Q1 2026 | 4/20/2026 | 56 |
| 8518 | Vertex Investment Solutions Co., Ltd. | $148M | Q2 2026 | 7/15/2026 | 26 |
| 8519 | UG Investment Advisers Ltd. | $148M | Q1 2026 | 4/22/2026 | 15 |
| 8520 | Piscataqua Savings Bank | $148M | Q2 2026 | 7/9/2026 | 412 |
| 8521 | Authentikos Wealth Advisory, LLC | $148M | Q1 2026 | 5/7/2026 | 70 |
| 8522 | Jacksonville Wealth Management, LLC | $148M | Q1 2026 | 4/28/2026 | 68 |
| 8523 | Foundation Wealth Management, LLC | $148M | Q1 2026 | 5/4/2026 | 44 |
| 8524 | Ahara Advisors LLC | $148M | Q2 2026 | 7/22/2026 | 56 |
| 8525 | DMC Group, LLC | $148M | Q1 2026 | 4/30/2026 | 141 |
| 8526 | MQS Management LLC | $148M | Q1 2026 | 4/23/2026 | 366 |
| 8527 | Partnership Wealth Management, LLC | $148M | Q2 2026 | 7/10/2026 | 67 |
| 8528 | Cascabel Management LP | $148M | Q1 2014 | 5/15/2014 | 24 |
| 8529 | ORLEANS CAPITAL MANAGEMENT CORP/LA | $148M | Q1 2026 | 5/14/2026 | 106 |
| 8530 | Blake Schutter Theil Wealth Advisors, LLC | $148M | Q2 2026 | 7/15/2026 | 110 |
| 8531 | Cannon Wealth Management Services, LLC | $148M | Q1 2026 | 5/5/2026 | 85 |
| 8532 | ROBINSON SMITH WEALTH ADVISORS LLC | $148M | Q1 2026 | 4/30/2026 | 84 |
| 8533 | RF&L WEALTH MANAGEMENT, LLC | $148M | Q2 2026 | 7/22/2026 | 50 |
| 8534 | AyurMaya Capital Management Company, LP | $148M | Q4 2025 | 2/13/2026 | 1 |
| 8535 | REYNOLDS CAPITAL MANAGEMENT LLC | $148M | Q2 2014 | 7/8/2014 | 341 |
| 8536 | LAWOOD & CO | $148M | Q2 2026 | 7/13/2026 | 95 |
| 8537 | Northern Lights Advisors, Inc. | $148M | Q1 2026 | 4/21/2026 | 57 |
| 8538 | ARGONAUT CAPITAL MANAGEMENT CORP | $148M | Q1 2014 | 5/15/2014 | 20 |
| 8539 | WYNNEFIELD CAPITAL INC | $148M | Q1 2026 | 5/15/2026 | 9 |
| 8540 | SwitchPoint Financial Planning, LLC | $147M | Q1 2026 | 4/29/2026 | 64 |
| 8541 | Dorato Capital Management | $147M | Q2 2026 | 7/13/2026 | 254 |
| 8542 | Campion Asset Management | $147M | Q1 2026 | 5/14/2026 | 82 |
| 8543 | Entruity Wealth, LLC | $147M | Q1 2026 | 5/8/2026 | 46 |
| 8544 | Torch Wealth Management LLC | $147M | Q2 2014 | 7/23/2014 | 259 |
| 8545 | Red Tree Management, LLC | $147M | Q2 2026 | 7/22/2026 | 3 |
| 8546 | Sincerus Advisory, LLC | $147M | Q2 2026 | 7/6/2026 | 81 |
| 8547 | Strategent Financial, LLC | $147M | Q1 2026 | 4/20/2026 | 41 |
| 8548 | BRIAN LOW FINANCIAL GROUP, LLC | $147M | Q1 2026 | 4/20/2026 | 116 |
| 8549 | Pinnacle West Asset Management, Inc. | $147M | Q1 2026 | 5/14/2026 | 114 |
| 8550 | Madson Wealth Advisors Inc | $147M | Q2 2026 | 7/21/2026 | 97 |
| 8551 | Krane Financial Solutions LLC | $147M | Q1 2026 | 5/29/2026 | 48 |
| 8552 | WINNACLE WEALTH LLC | $147M | Q2 2026 | 7/21/2026 | 137 |
| 8553 | Income Insurance Ltd | $147M | Q1 2026 | 5/11/2026 | 164 |
| 8554 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $147M | Q2 2014 | 7/15/2014 | 21 |
| 8555 | Koa Wealth Management, LLC | $147M | Q2 2026 | 7/20/2026 | 54 |
| 8556 | Crocodile Capital Partners GmbH | $147M | Q2 2026 | 7/7/2026 | 12 |
| 8557 | Philadelphia Investment Partners, LLC | $147M | Q1 2026 | 5/5/2026 | 252 |
| 8558 | Slocum, Gordon & Co LLP | $147M | Q1 2026 | 4/15/2026 | 64 |
| 8559 | Tide Cove Capital Partners LLC | $147M | Q1 2026 | 4/28/2026 | 13 |
| 8560 | Longbow Capital Partners, L.P. | $147M | Q1 2014 | 5/14/2014 | 44 |
| 8561 | MontVue Capital Management, Inc. | $147M | Q1 2026 | 4/16/2026 | 67 |
| 8562 | KOM Wealth Management Group, LLC | $147M | Q1 2026 | 4/23/2026 | 89 |
| 8563 | Fjell Capital, LLC | $147M | Q2 2026 | 7/15/2026 | 66 |
| 8564 | Sound Financial Strategies Group, LLC | $147M | Q1 2026 | 5/8/2026 | 111 |
| 8565 | WEALTHGARDEN F.S. LLC | $147M | Q1 2026 | 5/4/2026 | 165 |
| 8566 | Custos Family Office, LLC | $147M | Q4 2025 | 2/17/2026 | 60 |
| 8567 | Midwest Financial Network, LLC | $146M | Q2 2026 | 7/7/2026 | 105 |
| 8568 | Broadview Financial Management, LLC | $146M | Q1 2026 | 5/4/2026 | 40 |
| 8569 | Intrinsic Value Partners, LLC | $146M | Q2 2026 | 7/14/2026 | 73 |
| 8570 | Greycroft LP | $146M | Q1 2026 | 5/15/2026 | 14 |
| 8571 | Cygnus Capital Advisors, LLC | $146M | Q1 2026 | 5/12/2026 | 111 |
| 8572 | NIEMANN CAPITAL MANAGEMENT INC | $146M | Q2 2014 | 8/4/2014 | 21 |
| 8573 | ACUITY INVESTMENT MANAGEMENT INC | $146M | Q2 2014 | 7/30/2014 | 154 |
| 8574 | Anson Capital, Inc. | $146M | Q1 2026 | 5/13/2026 | 90 |
| 8575 | Mosaic Financial Partners, Inc. | $146M | Q2 2014 | 8/5/2014 | 50 |
| 8576 | Bright Futures Wealth Management, LLC. | $146M | Q1 2026 | 4/15/2026 | 188 |
| 8577 | Clear Retirement Advice LLC | $146M | Q2 2026 | 7/15/2026 | 54 |
| 8578 | VALUE HOLDINGS LP | $146M | Q2 2014 | 8/8/2014 | 27 |
| 8579 | Aspetuck Financial Management LLC | $146M | Q1 2026 | 5/6/2026 | 75 |
| 8580 | 22NW, LP | $146M | Q1 2026 | 5/15/2026 | 16 |
| 8581 | TRB Advisors LP | $146M | Q1 2026 | 5/8/2026 | 5 |
| 8582 | Antonelli Financial Advisors, LLC | $146M | Q2 2026 | 7/14/2026 | 53 |
| 8583 | Split Rock Private Trading & Wealth Management, LLC | $146M | Q2 2026 | 7/22/2026 | 49 |
| 8584 | SCOPIA CAPITAL MANAGEMENT LP | $146M | Q1 2026 | 5/15/2026 | 22 |
| 8585 | Apex Wealth Management, LLC | $146M | Q1 2026 | 4/15/2026 | 57 |
| 8586 | Aspire Growth Partners LLC | $146M | Q1 2026 | 4/17/2026 | 121 |
| 8587 | SENTRY INVESTMENT MANAGEMENT LLC | $146M | Q1 2026 | 5/7/2026 | 1 |
| 8588 | JM2 Capital Inc. | $146M | Q2 2026 | 7/21/2026 | 121 |
| 8589 | Tenzing Financial LLC | $146M | Q2 2026 | 7/9/2026 | 84 |
| 8590 | Dentgroup LLC | $146M | Q4 2025 | 1/28/2026 | 93 |
| 8591 | Endure Capital Management, LLC | $146M | Q1 2026 | 5/15/2026 | 35 |
| 8592 | S&A Financial Services, Inc. | $146M | Q1 2026 | 6/11/2026 | 87 |
| 8593 | Copia Wealth Management | $146M | Q1 2026 | 5/4/2026 | 532 |
| 8594 | Crestwood Capital Management, L.P. | $146M | Q1 2026 | 5/12/2026 | 15 |
| 8595 | Seed Wealth Management, Inc. | $145M | Q1 2026 | 4/8/2026 | 98 |
| 8596 | Greenhaven Road Investment Management, L.P. | $145M | Q1 2026 | 5/15/2026 | 17 |
| 8597 | Axecap Investments, LLC | $145M | Q1 2026 | 4/20/2026 | 69 |
| 8598 | Gambit Capital Management, LLC | $145M | Q1 2026 | 5/14/2026 | 90 |
| 8599 | Alexis Investment Partners, LLC | $145M | Q1 2026 | 4/24/2026 | 35 |
| 8600 | Global Trust Wealth Management LLC | $145M | Q2 2026 | 7/16/2026 | 75 |