Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8401 | Paladin Wealth, LLC | $146M | Q4 2025 | 1/15/2026 | 120 |
| 8402 | ROBINSON SMITH WEALTH ADVISORS LLC | $146M | Q4 2025 | 2/9/2026 | 84 |
| 8403 | MOSAIC FINANCIAL GROUP, LLC | $146M | Q4 2025 | 2/13/2026 | 125 |
| 8404 | ABBINGTON INVESTMENT GROUP | $146M | Q4 2025 | 1/26/2026 | 49 |
| 8405 | Lighthouse Wealth Management Inc. | $146M | Q4 2025 | 1/15/2026 | 43 |
| 8406 | MACROVIEW INVESTMENT MANAGEMENT LLC | $146M | Q4 2025 | 2/5/2026 | 97 |
| 8407 | NIEMANN CAPITAL MANAGEMENT INC | $146M | Q2 2014 | 8/4/2014 | 21 |
| 8408 | ELEVATE WEALTH ADVISORY, INC | $146M | Q4 2025 | 1/27/2026 | 122 |
| 8409 | ACUITY INVESTMENT MANAGEMENT INC | $146M | Q2 2014 | 7/30/2014 | 154 |
| 8410 | Mosaic Financial Partners, Inc. | $146M | Q2 2014 | 8/5/2014 | 50 |
| 8411 | hemming& Wealth Management, Inc. | $146M | Q4 2025 | 3/3/2026 | 15 |
| 8412 | STRATEGIC VALUE BANK PARTNERS LLC | $146M | Q4 2025 | 1/27/2026 | 12 |
| 8413 | BITTERROOT CAPITAL ADVISORS LLC | $146M | Q4 2025 | 2/17/2026 | 51 |
| 8414 | Jordan Park Trust Co LLC | $146M | Q4 2025 | 2/3/2026 | 16 |
| 8415 | Genesis Wealth Advisors, LLC | $146M | Q4 2025 | 2/13/2026 | 62 |
| 8416 | VALUE HOLDINGS LP | $146M | Q2 2014 | 8/8/2014 | 27 |
| 8417 | Fundamenta Capital S.A. | $146M | Q4 2025 | 1/27/2026 | 10 |
| 8418 | IMMERSION CORP | $146M | Q4 2025 | 2/17/2026 | 8 |
| 8419 | Nova Wealth Management, Inc. | $146M | Q4 2025 | 1/14/2026 | 582 |
| 8420 | Flavin Financial Services, Inc. | $146M | Q4 2025 | 2/5/2026 | 69 |
| 8421 | Gibson Wealth Advisors LLC | $146M | Q4 2025 | 1/13/2026 | 34 |
| 8422 | CVFG LLC | $146M | Q4 2025 | 2/6/2026 | 104 |
| 8423 | Rolek Wealth Management LLC | $146M | Q4 2025 | 1/26/2026 | 21 |
| 8424 | JDH Wealth Management, LLC | $146M | Q4 2025 | 1/5/2026 | 51 |
| 8425 | WINCAP FINANCIAL LLC | $146M | Q4 2025 | 1/14/2026 | 83 |
| 8426 | Avant Capital LLC | $146M | Q4 2025 | 2/13/2026 | 79 |
| 8427 | Menard Financial Group LLC | $146M | Q4 2025 | 2/13/2026 | 80 |
| 8428 | Koa Wealth Management, LLC | $146M | Q4 2025 | 1/29/2026 | 58 |
| 8429 | Dentgroup LLC | $146M | Q4 2025 | 1/28/2026 | 93 |
| 8430 | HELIOS CAPITAL MANAGEMENT PTE. LTD | $146M | Q4 2025 | 1/23/2026 | 37 |
| 8431 | M37 Management LP | $146M | Q4 2025 | 2/17/2026 | 12 |
| 8432 | Milestones Private Investment Advisors LLC | $145M | Q4 2025 | 1/26/2026 | 120 |
| 8433 | Hunting Hill Global Capital, LLC | $145M | Q4 2025 | 2/17/2026 | 116 |
| 8434 | Davis Capital Management | $145M | Q4 2025 | 1/28/2026 | 603 |
| 8435 | MERCATOR ASSET MANAGEMENT L P | $145M | Q2 2014 | 7/15/2014 | 4 |
| 8436 | 9823 Capital, L.P. | $145M | Q4 2025 | 2/17/2026 | 59 |
| 8437 | Clark & Stuart, Inc | $145M | Q4 2025 | 1/7/2026 | 51 |
| 8438 | ES4, LLC | $145M | Q4 2025 | 2/13/2026 | 32 |
| 8439 | Seek First Inc. | $145M | Q4 2025 | 1/30/2026 | 59 |
| 8440 | Crescent Capital Group LP | $145M | Q1 2014 | 5/15/2014 | 20 |
| 8441 | Comprehensive Money Management Services LLC | $145M | Q4 2025 | 1/22/2026 | 190 |
| 8442 | Seed Wealth Management, Inc. | $145M | Q4 2025 | 1/21/2026 | 102 |
| 8443 | Penbrook Management LLC | $145M | Q4 2025 | 1/6/2026 | 97 |
| 8444 | ECOFI INVESTISSEMENTS SA | $145M | Q4 2025 | 2/13/2026 | 35 |
| 8445 | Accordant Advisory Group Inc | $145M | Q4 2025 | 1/22/2026 | 175 |
| 8446 | Tide Cove Capital Partners LLC | $145M | Q4 2025 | 2/10/2026 | 13 |
| 8447 | Futuris Asset Management AB | $145M | Q2 2014 | 8/6/2014 | 13 |
| 8448 | Bank of Marin | $145M | Q4 2025 | 2/17/2026 | 130 |
| 8449 | GIRARD PARTNERS LTD. | $145M | Q2 2014 | 8/8/2014 | 137 |
| 8450 | Paragon Associates II, Ltd | $145M | Q4 2013 | 2/14/2014 | 19 |
| 8451 | Exchange Bank | $145M | Q4 2025 | 1/13/2026 | 121 |
| 8452 | HC Advisors, LLC | $145M | Q4 2025 | 2/11/2026 | 60 |
| 8453 | PRINCETON CAPITAL MANAGEMENT INC | $145M | Q2 2014 | 8/6/2014 | 72 |
| 8454 | Court Place Advisors, LLC | $144M | Q2 2014 | 7/28/2014 | 123 |
| 8455 | AMARA FINANCIAL, LLC. | $144M | Q4 2025 | 2/3/2026 | 46 |
| 8456 | Compass Planning Associates Inc | $144M | Q4 2025 | 1/22/2026 | 30 |
| 8457 | Randall & Associates Wealth Management | $144M | Q4 2025 | 1/14/2026 | 57 |
| 8458 | Ridgeline Wealth, LLC | $144M | Q4 2025 | 1/8/2026 | 52 |
| 8459 | Impact Investors, Inc | $144M | Q4 2025 | 1/21/2026 | 93 |
| 8460 | Cornerstone Select Advisors, LLC | $144M | Q4 2025 | 2/10/2026 | 117 |
| 8461 | Teton Advisors, LLC | $144M | Q4 2025 | 2/5/2026 | 152 |
| 8462 | Lamond Capital Partners LLC | $144M | Q2 2014 | 8/6/2014 | 18 |
| 8463 | CATHY PARETO & ASSOCIATES, INC | $144M | Q4 2025 | 1/23/2026 | 92 |
| 8464 | Campion Asset Management | $144M | Q4 2025 | 2/17/2026 | 80 |
| 8465 | Occam Crest Management LP | $144M | Q4 2025 | 2/13/2026 | 30 |
| 8466 | FSA Advisors, Inc. | $144M | Q4 2025 | 2/2/2026 | 215 |
| 8467 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $144M | Q4 2025 | 1/20/2026 | 44 |
| 8468 | MONTPELIER RE HOLDINGS LTD | $144M | Q2 2014 | 8/8/2014 | 3 |
| 8469 | DAHRING {-} CUSMANO LLC | $144M | Q4 2025 | 2/5/2026 | 49 |
| 8470 | Brickwood Asset Management LLP | $144M | Q4 2025 | 2/10/2026 | 8 |
| 8471 | STONERIDGE INVESTMENT PARTNERS LLC | $144M | Q4 2025 | 2/5/2026 | 126 |
| 8472 | Aspire Growth Partners LLC | $144M | Q4 2025 | 2/5/2026 | 123 |
| 8473 | SpringVest Wealth Management LLC | $144M | Q4 2025 | 1/23/2026 | 73 |
| 8474 | Masterton Capital Management, LP | $143M | Q4 2025 | 2/17/2026 | 22 |
| 8475 | OPINICUS CAPITAL, INC. | $143M | Q4 2025 | 2/4/2026 | 102 |
| 8476 | Concourse Capital Management, LLC | $143M | Q1 2014 | 5/5/2014 | 42 |
| 8477 | Phil A. Younker & Associates, Ltd. | $143M | Q4 2025 | 1/27/2026 | 36 |
| 8478 | LongView Asset Management LLC | $143M | Q4 2025 | 2/9/2026 | 51 |
| 8479 | DURANTE & WATERS, LLC | $143M | Q4 2025 | 1/30/2026 | 32 |
| 8480 | BLODGETT WEALTH ADVISORS, LLC | $143M | Q4 2025 | 1/29/2026 | 61 |
| 8481 | Cornerstone Financial Group, LLC /NE/ | $143M | Q4 2025 | 2/11/2026 | 72 |
| 8482 | NSB Advisors LLC | $143M | Q2 2014 | 8/11/2014 | 27 |
| 8483 | Black Cypress Capital Management, LLC | $143M | Q4 2025 | 2/10/2026 | 28 |
| 8484 | bLong Financial, LLC | $143M | Q4 2025 | 2/5/2026 | 74 |
| 8485 | WealthTrust Asset Management, LLC | $143M | Q4 2025 | 2/4/2026 | 78 |
| 8486 | Copos Capital S.a r.l. | $143M | Q4 2025 | 2/23/2026 | 45 |
| 8487 | Magnolia Private Wealth, LLC | $143M | Q4 2025 | 2/6/2026 | 120 |
| 8488 | Roger Wittlin Investment Advisory, LLC | $143M | Q4 2025 | 1/20/2026 | 39 |
| 8489 | Black Maple Capital Management LP | $143M | Q4 2025 | 2/17/2026 | 86 |
| 8490 | Yorktown Energy Partners XI, L.P. | $143M | Q4 2025 | 2/17/2026 | 4 |
| 8491 | Fosse Capital Partners LLP | $143M | Q4 2025 | 2/12/2026 | 2 |
| 8492 | SwitchPoint Financial Planning, LLC | $143M | Q4 2025 | 2/17/2026 | 62 |
| 8493 | Spear Advisors LLC | $143M | Q4 2025 | 3/13/2026 | 21 |
| 8494 | Guided Capital Wealth Management, LLC | $143M | Q4 2025 | 1/15/2026 | 36 |
| 8495 | JWEST, LLC | $143M | Q2 2014 | 7/24/2014 | 25 |
| 8496 | Safir Wealth Advisors, LLC | $143M | Q4 2025 | 1/6/2026 | 17 |
| 8497 | PIN OAK INVESTMENT ADVISORS INC | $143M | Q4 2025 | 2/13/2026 | 501 |
| 8498 | Brown University | $143M | Q4 2025 | 1/30/2026 | 10 |
| 8499 | Piscataqua Savings Bank | $142M | Q4 2025 | 1/16/2026 | 404 |
| 8500 | Willingdon Wealth Management | $142M | Q1 2014 | 5/14/2014 | 78 |
| 8501 | TME FINANCIAL, INC. | $142M | Q4 2025 | 1/27/2026 | 72 |
| 8502 | Asset Planning,Inc | $142M | Q4 2025 | 2/3/2026 | 296 |
| 8503 | Gladwyn Financial Advisors, Inc. | $142M | Q4 2025 | 1/8/2026 | 87 |
| 8504 | Synergy Financial Group, LTD | $142M | Q4 2025 | 2/17/2026 | 115 |
| 8505 | Brandywine Asset Management, Inc. | $142M | Q4 2025 | 2/12/2026 | 15 |
| 8506 | Sigma Investment Management Co | $142M | Q1 2014 | 5/15/2014 | 29 |
| 8507 | Accel X Associates L.L.C. | $142M | Q1 2014 | 5/15/2014 | 1 |
| 8508 | Constant Guidance Financial LLC | $142M | Q4 2025 | 2/10/2026 | 48 |
| 8509 | Mountain Capital Management, LLC | $142M | Q4 2025 | 2/17/2026 | 1 |
| 8510 | Buckley Capital Advisors, LLC | $142M | Q4 2025 | 2/17/2026 | 15 |
| 8511 | Spectrum Management Group, LLC | $142M | Q1 2014 | 5/9/2014 | 137 |
| 8512 | Hopwood Financial Services, Inc. | $142M | Q4 2025 | 1/16/2026 | 90 |
| 8513 | Ibex Investors LLC | $142M | Q4 2025 | 2/11/2026 | 14 |
| 8514 | GreatBanc Trust CO | $142M | Q4 2025 | 2/12/2026 | 72 |
| 8515 | Villanova Investment Management Co LLC | $142M | Q4 2025 | 2/26/2026 | 57 |
| 8516 | VISA FOUNDATION | $142M | Q4 2025 | 2/10/2026 | 1 |
| 8517 | Hedges Asset Management LLC | $142M | Q4 2025 | 1/27/2026 | 108 |
| 8518 | Cannon Advisors, Inc. | $142M | Q4 2025 | 1/15/2026 | 83 |
| 8519 | Cannon Wealth Management Services, LLC | $142M | Q4 2025 | 1/27/2026 | 83 |
| 8520 | S. R. Schill & Associates | $142M | Q4 2025 | 1/23/2026 | 25 |
| 8521 | Sound Financial Strategies Group, LLC | $142M | Q4 2025 | 2/3/2026 | 109 |
| 8522 | Bank & Trust Co | $142M | Q4 2025 | 1/13/2026 | 296 |
| 8523 | MARVIN & PALMER ASSOCIATES INC | $142M | Q4 2025 | 2/11/2026 | 27 |
| 8524 | Hummer Financial Advisory Services Inc | $142M | Q4 2025 | 1/12/2026 | 117 |
| 8525 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $142M | Q4 2025 | 2/4/2026 | 52 |
| 8526 | AEGON USA Investment Management, LLC | $141M | Q4 2025 | 2/9/2026 | 44 |
| 8527 | Arsenal Capital Advisors LLC | $141M | Q4 2025 | 2/11/2026 | 98 |
| 8528 | JP Wealth Management, Inc. | $141M | Q4 2025 | 1/15/2026 | 15 |
| 8529 | Flagship Capital Management Inc. | $141M | Q4 2025 | 1/22/2026 | 47 |
| 8530 | KOM Wealth Management Group, LLC | $141M | Q4 2025 | 1/23/2026 | 86 |
| 8531 | Lykos Global Management, LP | $141M | Q4 2025 | 2/17/2026 | 36 |
| 8532 | Jacksonville Wealth Management, LLC | $141M | Q4 2025 | 2/4/2026 | 74 |
| 8533 | TABLEAUX LLC | $141M | Q4 2025 | 2/17/2026 | 88 |
| 8534 | IBIS Capital Partners LLP | $141M | Q1 2014 | 5/8/2014 | 9 |
| 8535 | PIPER SANDLER & CO. | $141M | Q4 2025 | 2/12/2026 | 25 |
| 8536 | BRIAN LOW FINANCIAL GROUP, LLC | $141M | Q4 2025 | 2/13/2026 | 116 |
| 8537 | Pine Brook Road Advisors, L.P. | $141M | Q4 2025 | 1/21/2026 | 1 |
| 8538 | PRAKASH INVESTMENT ADVISORS LLC | $141M | Q4 2025 | 1/27/2026 | 81 |
| 8539 | SEGRA CAPITAL MANAGEMENT, LLC | $141M | Q4 2025 | 2/17/2026 | 6 |
| 8540 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $141M | Q4 2025 | 1/7/2026 | 33 |
| 8541 | Sherrill & Hutchins Financial Advisory, Inc | $141M | Q4 2025 | 1/12/2026 | 13 |
| 8542 | FCG ADVISORS, LLC | $141M | Q1 2014 | 5/14/2014 | 84 |
| 8543 | DeLarme Wealth Management, Inc. | $141M | Q4 2025 | 1/26/2026 | 62 |
| 8544 | Parasol Investment Management, LLC | $141M | Q1 2014 | 4/14/2014 | 258 |
| 8545 | Ipsen Advisor Group LLC | $141M | Q4 2025 | 2/11/2026 | 102 |
| 8546 | Balanced Rock Investment Advisors LLC | $141M | Q4 2025 | 2/13/2026 | 92 |
| 8547 | Reflection Asset Management | $141M | Q4 2025 | 3/2/2026 | 506 |
| 8548 | Hauser Brothers GmbH | $141M | Q4 2025 | 2/13/2026 | 4 |
| 8549 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | $141M | Q4 2025 | 2/17/2026 | 9 |
| 8550 | Bulwark Capital Corp | $141M | Q4 2025 | 1/12/2026 | 96 |
| 8551 | Kagan Cocozza Asset Management | $141M | Q4 2025 | 1/23/2026 | 64 |
| 8552 | Pine Haven Investment Counsel, Inc | $141M | Q4 2025 | 1/8/2026 | 116 |
| 8553 | PERSPECTIVE WEALTH ADVISORS LLC | $140M | Q4 2025 | 2/13/2026 | 55 |
| 8554 | Breakout Capital Partners, LP | $140M | Q4 2025 | 2/17/2026 | 7 |
| 8555 | LifePlan Financial Group, Inc | $140M | Q2 2014 | 7/3/2014 | 65 |
| 8556 | Arbor Wealth Advisors LLC | $140M | Q4 2025 | 1/12/2026 | 56 |
| 8557 | Alley Co LLC | $140M | Q2 2014 | 8/5/2014 | 74 |
| 8558 | Entruity Wealth, LLC | $140M | Q4 2025 | 2/3/2026 | 45 |
| 8559 | Blue Capital, Inc. | $140M | Q4 2025 | 2/23/2026 | 85 |
| 8560 | COTTONWOOD CAPITAL ADVISORS, LLC | $140M | Q4 2025 | 1/14/2026 | 89 |
| 8561 | Hoese & Co LLP | $140M | Q4 2025 | 1/14/2026 | 136 |
| 8562 | Parkside Advisors LLC | $140M | Q2 2014 | 7/9/2014 | 31 |
| 8563 | Ridgeline Wealth Planning, LLC | $140M | Q4 2025 | 2/3/2026 | 50 |
| 8564 | Copia Wealth Management | $140M | Q4 2025 | 2/6/2026 | 522 |
| 8565 | Kopion Asset Management, LLC | $140M | Q4 2025 | 1/5/2026 | 18 |
| 8566 | Enhancing Capital LLC | $140M | Q4 2025 | 2/3/2026 | 89 |
| 8567 | Gambit Capital Management, LLC | $140M | Q4 2025 | 2/6/2026 | 86 |
| 8568 | Granite Point Capital Management, L.P. | $140M | Q1 2014 | 5/14/2014 | 102 |
| 8569 | Park Capital Management, LLC / WI | $140M | Q4 2025 | 1/20/2026 | 80 |
| 8570 | 734 Agriculture, LLC | $140M | Q1 2014 | 5/15/2014 | 1 |
| 8571 | WealthTrak Capital Management LLC | $140M | Q4 2025 | 2/10/2026 | 72 |
| 8572 | MONETTA FINANCIAL SERVICES INC | $140M | Q4 2025 | 2/9/2026 | 57 |
| 8573 | Mountain Hill Investment Partners Corp. | $140M | Q4 2025 | 1/26/2026 | 219 |
| 8574 | Orca Wealth Management, LLC | $140M | Q4 2025 | 2/6/2026 | 68 |
| 8575 | Dale Q Rice Investment Management Ltd | $140M | Q4 2025 | 1/30/2026 | 65 |
| 8576 | Uptown Financial Advisors LLC | $140M | Q4 2025 | 1/23/2026 | 78 |
| 8577 | TSG Consumer Partners LP | $140M | Q4 2025 | 2/10/2026 | 1 |
| 8578 | Turn8 Private Wealth Inc. | $140M | Q4 2025 | 2/10/2026 | 46 |
| 8579 | Quantitative Systematic Strategies LLC | $139M | Q2 2014 | 7/14/2014 | 242 |
| 8580 | GordonMD Global Investments LP | $139M | Q4 2025 | 2/17/2026 | 13 |
| 8581 | PartnerRe Asset Management CORP | $139M | Q4 2025 | 1/13/2026 | 2 |
| 8582 | FOREFRONT WEALTH MANAGEMENT INC. | $139M | Q4 2025 | 1/23/2026 | 71 |
| 8583 | Financial Life Planners | $139M | Q4 2025 | 1/29/2026 | 61 |
| 8584 | Morey & Quinn Wealth Partners, LLC | $139M | Q4 2025 | 1/27/2026 | 131 |
| 8585 | Richwood Investment Advisors, LLC | $139M | Q4 2025 | 2/12/2026 | 106 |
| 8586 | Odyssean, LLC | $139M | Q4 2025 | 2/17/2026 | 254 |
| 8587 | Del Mar Asset Management, LP | $139M | Q1 2014 | 5/13/2014 | 39 |
| 8588 | Vitruvian Partners LLP | $139M | Q4 2025 | 2/6/2026 | 7 |
| 8589 | WILLNER & HELLER, LLC | $139M | Q4 2025 | 1/12/2026 | 165 |
| 8590 | Avant Financial Advisors LLC | $139M | Q4 2025 | 1/15/2026 | 67 |
| 8591 | Charter Oak Partners Management, L.P. | $139M | Q1 2014 | 5/14/2014 | 28 |
| 8592 | EIG Asset Management, LLC | $139M | Q4 2025 | 2/12/2026 | 1 |
| 8593 | RMR Capital Management, LLC | $139M | Q4 2025 | 2/12/2026 | 74 |
| 8594 | Partnership Wealth Management, LLC | $139M | Q4 2025 | 1/9/2026 | 68 |
| 8595 | Noven Financial Group, Inc. | $139M | Q2 2014 | 8/8/2014 | 35 |
| 8596 | TFJ Management, LLC | $139M | Q4 2025 | 2/17/2026 | 10 |
| 8597 | Shum Financial Group, Inc. | $139M | Q4 2025 | 1/15/2026 | 92 |
| 8598 | Stillwater Investment Management, LLC | $139M | Q2 2014 | 7/7/2014 | 69 |
| 8599 | Renaissance Capital LLC | $139M | Q4 2025 | 1/29/2026 | 39 |
| 8600 | AFLAC INC | $139M | Q4 2025 | 2/6/2026 | 3 |