Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8401 | Foundation Wealth Management, LLC | $148M | Q1 2026 | 5/4/2026 | 44 |
| 8402 | DMC Group, LLC | $148M | Q1 2026 | 4/30/2026 | 141 |
| 8403 | MQS Management LLC | $148M | Q1 2026 | 4/23/2026 | 366 |
| 8404 | Cascabel Management LP | $148M | Q1 2014 | 5/15/2014 | 24 |
| 8405 | ORLEANS CAPITAL MANAGEMENT CORP/LA | $148M | Q1 2026 | 5/14/2026 | 106 |
| 8406 | SLT Holdings LLC | $148M | Q1 2026 | 4/21/2026 | 136 |
| 8407 | 1620 INVESTMENT ADVISORS, INC. | $148M | Q1 2026 | 5/13/2026 | 658 |
| 8408 | Cannon Wealth Management Services, LLC | $148M | Q1 2026 | 5/5/2026 | 85 |
| 8409 | ROBINSON SMITH WEALTH ADVISORS LLC | $148M | Q1 2026 | 4/30/2026 | 84 |
| 8410 | NORTH DALLAS BANK & TRUST CO | $148M | Q1 2026 | 5/14/2026 | 109 |
| 8411 | AyurMaya Capital Management Company, LP | $148M | Q4 2025 | 2/13/2026 | 1 |
| 8412 | REYNOLDS CAPITAL MANAGEMENT LLC | $148M | Q2 2014 | 7/8/2014 | 341 |
| 8413 | Northern Lights Advisors, Inc. | $148M | Q1 2026 | 4/21/2026 | 57 |
| 8414 | ARGONAUT CAPITAL MANAGEMENT CORP | $148M | Q1 2014 | 5/15/2014 | 20 |
| 8415 | Davis Capital Management | $148M | Q1 2026 | 4/16/2026 | 589 |
| 8416 | WYNNEFIELD CAPITAL INC | $148M | Q1 2026 | 5/15/2026 | 9 |
| 8417 | SwitchPoint Financial Planning, LLC | $147M | Q1 2026 | 4/29/2026 | 64 |
| 8418 | JP Wealth Management, Inc. | $147M | Q1 2026 | 4/15/2026 | 15 |
| 8419 | Campion Asset Management | $147M | Q1 2026 | 5/14/2026 | 82 |
| 8420 | Paradigm, Strategies in Wealth Management, LLC | $147M | Q1 2026 | 5/7/2026 | 55 |
| 8421 | Entruity Wealth, LLC | $147M | Q1 2026 | 5/8/2026 | 46 |
| 8422 | Torch Wealth Management LLC | $147M | Q2 2014 | 7/23/2014 | 259 |
| 8423 | Processus Wealth & Capital Management, LLC | $147M | Q1 2026 | 5/12/2026 | 35 |
| 8424 | Strategent Financial, LLC | $147M | Q1 2026 | 4/20/2026 | 41 |
| 8425 | BRIAN LOW FINANCIAL GROUP, LLC | $147M | Q1 2026 | 4/20/2026 | 116 |
| 8426 | Lighthouse Wealth Management Inc. | $147M | Q1 2026 | 4/23/2026 | 43 |
| 8427 | Pinnacle West Asset Management, Inc. | $147M | Q1 2026 | 5/14/2026 | 114 |
| 8428 | Income Insurance Ltd | $147M | Q1 2026 | 5/11/2026 | 164 |
| 8429 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $147M | Q2 2014 | 7/15/2014 | 21 |
| 8430 | Philadelphia Investment Partners, LLC | $147M | Q1 2026 | 5/5/2026 | 252 |
| 8431 | Slocum, Gordon & Co LLP | $147M | Q1 2026 | 4/15/2026 | 64 |
| 8432 | Tide Cove Capital Partners LLC | $147M | Q1 2026 | 4/28/2026 | 13 |
| 8433 | Lesa Sroufe & Co | $147M | Q1 2026 | 4/27/2026 | 69 |
| 8434 | MOULTON WEALTH MANAGEMENT, INC | $147M | Q1 2026 | 4/8/2026 | 52 |
| 8435 | Longbow Capital Partners, L.P. | $147M | Q1 2014 | 5/14/2014 | 44 |
| 8436 | MontVue Capital Management, Inc. | $147M | Q1 2026 | 4/16/2026 | 67 |
| 8437 | KOM Wealth Management Group, LLC | $147M | Q1 2026 | 4/23/2026 | 89 |
| 8438 | Sound Financial Strategies Group, LLC | $147M | Q1 2026 | 5/8/2026 | 111 |
| 8439 | WEALTHGARDEN F.S. LLC | $147M | Q1 2026 | 5/4/2026 | 165 |
| 8440 | Custos Family Office, LLC | $147M | Q4 2025 | 2/17/2026 | 60 |
| 8441 | Broadview Financial Management, LLC | $146M | Q1 2026 | 5/4/2026 | 40 |
| 8442 | SpringVest Wealth Management LLC | $146M | Q1 2026 | 4/21/2026 | 67 |
| 8443 | Greycroft LP | $146M | Q1 2026 | 5/15/2026 | 14 |
| 8444 | Cygnus Capital Advisors, LLC | $146M | Q1 2026 | 5/12/2026 | 111 |
| 8445 | NIEMANN CAPITAL MANAGEMENT INC | $146M | Q2 2014 | 8/4/2014 | 21 |
| 8446 | ACUITY INVESTMENT MANAGEMENT INC | $146M | Q2 2014 | 7/30/2014 | 154 |
| 8447 | Clearwave Capital, LLC | $146M | Q1 2026 | 4/29/2026 | 146 |
| 8448 | Anson Capital, Inc. | $146M | Q1 2026 | 5/13/2026 | 90 |
| 8449 | Mosaic Financial Partners, Inc. | $146M | Q2 2014 | 8/5/2014 | 50 |
| 8450 | Sippican Capital Advisors | $146M | Q1 2026 | 4/23/2026 | 107 |
| 8451 | Bright Futures Wealth Management, LLC. | $146M | Q1 2026 | 4/15/2026 | 188 |
| 8452 | VALUE HOLDINGS LP | $146M | Q2 2014 | 8/8/2014 | 27 |
| 8453 | Aspetuck Financial Management LLC | $146M | Q1 2026 | 5/6/2026 | 75 |
| 8454 | 22NW, LP | $146M | Q1 2026 | 5/15/2026 | 16 |
| 8455 | TRB Advisors LP | $146M | Q1 2026 | 5/8/2026 | 5 |
| 8456 | J2 Capital Management Inc | $146M | Q1 2026 | 4/21/2026 | 116 |
| 8457 | Nautilus Advisors LLC | $146M | Q1 2026 | 4/17/2026 | 162 |
| 8458 | SCOPIA CAPITAL MANAGEMENT LP | $146M | Q1 2026 | 5/15/2026 | 22 |
| 8459 | Apex Wealth Management, LLC | $146M | Q1 2026 | 4/15/2026 | 57 |
| 8460 | Aspire Growth Partners LLC | $146M | Q1 2026 | 4/17/2026 | 121 |
| 8461 | SENTRY INVESTMENT MANAGEMENT LLC | $146M | Q1 2026 | 5/7/2026 | 1 |
| 8462 | Dentgroup LLC | $146M | Q4 2025 | 1/28/2026 | 93 |
| 8463 | Endure Capital Management, LLC | $146M | Q1 2026 | 5/15/2026 | 35 |
| 8464 | Copia Wealth Management | $146M | Q1 2026 | 5/4/2026 | 532 |
| 8465 | Crestwood Capital Management, L.P. | $146M | Q1 2026 | 5/12/2026 | 15 |
| 8466 | Seed Wealth Management, Inc. | $145M | Q1 2026 | 4/8/2026 | 98 |
| 8467 | Paladin Wealth, LLC | $145M | Q1 2026 | 4/16/2026 | 125 |
| 8468 | Greenhaven Road Investment Management, L.P. | $145M | Q1 2026 | 5/15/2026 | 17 |
| 8469 | Axecap Investments, LLC | $145M | Q1 2026 | 4/20/2026 | 69 |
| 8470 | Kopp Family Office, LLC | $145M | Q1 2026 | 4/20/2026 | 21 |
| 8471 | Gambit Capital Management, LLC | $145M | Q1 2026 | 5/14/2026 | 90 |
| 8472 | Alexis Investment Partners, LLC | $145M | Q1 2026 | 4/24/2026 | 35 |
| 8473 | MERCATOR ASSET MANAGEMENT L P | $145M | Q2 2014 | 7/15/2014 | 4 |
| 8474 | Crescent Capital Group LP | $145M | Q1 2014 | 5/15/2014 | 20 |
| 8475 | AMARA FINANCIAL, LLC. | $145M | Q1 2026 | 5/7/2026 | 45 |
| 8476 | Teca Partners, LP | $145M | Q1 2026 | 5/15/2026 | 10 |
| 8477 | MidAtlantic Capital Management, Inc. | $145M | Q1 2026 | 5/7/2026 | 84 |
| 8478 | Nicholas Wealth, LLC. | $145M | Q1 2026 | 4/22/2026 | 111 |
| 8479 | Futuris Asset Management AB | $145M | Q2 2014 | 8/6/2014 | 13 |
| 8480 | GIRARD PARTNERS LTD. | $145M | Q2 2014 | 8/8/2014 | 137 |
| 8481 | ADG Wealth Management Group, LLC | $145M | Q1 2026 | 4/21/2026 | 51 |
| 8482 | Antonelli Financial Advisors, LLC | $145M | Q1 2026 | 4/28/2026 | 52 |
| 8483 | IMMERSION CORP | $145M | Q1 2026 | 5/15/2026 | 9 |
| 8484 | Constant Guidance Financial LLC | $145M | Q1 2026 | 5/15/2026 | 42 |
| 8485 | Paragon Associates II, Ltd | $145M | Q4 2013 | 2/14/2014 | 19 |
| 8486 | Fairscale Capital, LLC | $145M | Q1 2026 | 5/11/2026 | 437 |
| 8487 | PRINCETON CAPITAL MANAGEMENT INC | $145M | Q2 2014 | 8/6/2014 | 72 |
| 8488 | Court Place Advisors, LLC | $144M | Q2 2014 | 7/28/2014 | 123 |
| 8489 | Comprehensive Financial Planning, Inc./PA | $144M | Q1 2026 | 4/7/2026 | 387 |
| 8490 | Karl Kapital LLC | $144M | Q1 2026 | 5/15/2026 | 22 |
| 8491 | Covestor Ltd | $144M | Q1 2026 | 5/5/2026 | 2,871 |
| 8492 | TME FINANCIAL, INC. | $144M | Q1 2026 | 5/12/2026 | 65 |
| 8493 | Exchange Bank | $144M | Q1 2026 | 4/8/2026 | 117 |
| 8494 | Nabity-Jensen Investment Management Inc | $144M | Q1 2026 | 4/21/2026 | 70 |
| 8495 | Arrow Capital Management, LLC | $144M | Q1 2026 | 5/14/2026 | 16 |
| 8496 | Lamond Capital Partners LLC | $144M | Q2 2014 | 8/6/2014 | 18 |
| 8497 | Integrated Financial Solutions, Inc. | $144M | Q1 2026 | 4/10/2026 | 32 |
| 8498 | MACROVIEW INVESTMENT MANAGEMENT LLC | $144M | Q1 2026 | 5/8/2026 | 99 |
| 8499 | Hillman Capital Management, Inc. | $144M | Q1 2026 | 5/15/2026 | 56 |
| 8500 | Impact Investors, Inc | $144M | Q1 2026 | 4/29/2026 | 106 |
| 8501 | MONTPELIER RE HOLDINGS LTD | $144M | Q2 2014 | 8/8/2014 | 3 |
| 8502 | Advaya LLP | $144M | Q1 2026 | 5/15/2026 | 7 |
| 8503 | Anchor Capital Management Group Inc | $144M | Q1 2026 | 5/18/2026 | 16 |
| 8504 | Gladwyn Financial Advisors, Inc. | $144M | Q1 2026 | 4/8/2026 | 86 |
| 8505 | Aureum Wealth Management, LLC | $144M | Q1 2026 | 4/22/2026 | 60 |
| 8506 | PINCUS CAPITAL MANAGEMENT, LP | $144M | Q1 2026 | 5/14/2026 | 50 |
| 8507 | GordonMD Global Investments LP | $144M | Q1 2026 | 5/15/2026 | 16 |
| 8508 | Capstone Wealth Management, LLC | $143M | Q1 2026 | 4/16/2026 | 50 |
| 8509 | Concourse Capital Management, LLC | $143M | Q1 2014 | 5/5/2014 | 42 |
| 8510 | LongView Asset Management LLC | $143M | Q4 2025 | 2/9/2026 | 51 |
| 8511 | Wernau Asset Management Inc. | $143M | Q1 2026 | 4/22/2026 | 50 |
| 8512 | Ackerman Asset Management, LLC | $143M | Q1 2026 | 4/21/2026 | 35 |
| 8513 | Aragon Global Management, LP | $143M | Q1 2026 | 5/15/2026 | 18 |
| 8514 | STOLZ & ASSOCIATES, PS | $143M | Q1 2026 | 4/21/2026 | 30 |
| 8515 | NSB Advisors LLC | $143M | Q2 2014 | 8/11/2014 | 27 |
| 8516 | Encore Global Management, LP | $143M | Q1 2026 | 5/15/2026 | 70 |
| 8517 | hemming& Wealth Management, Inc. | $143M | Q1 2026 | 4/24/2026 | 15 |
| 8518 | OneAscent Family Office, LLC | $143M | Q1 2026 | 4/21/2026 | 182 |
| 8519 | Copos Capital S.a r.l. | $143M | Q4 2025 | 2/23/2026 | 45 |
| 8520 | MUSTICO FINANCIAL GROUP, INC. | $143M | Q1 2026 | 5/15/2026 | 46 |
| 8521 | Menard Financial Group LLC | $143M | Q1 2026 | 5/14/2026 | 82 |
| 8522 | Petiole USA ltd | $143M | Q1 2026 | 5/14/2026 | 32 |
| 8523 | ENTRUST FINANCIAL LLC | $143M | Q1 2026 | 5/12/2026 | 433 |
| 8524 | Cooper Capital Advisors LLC | $143M | Q1 2026 | 5/11/2026 | 35 |
| 8525 | GreatBanc Trust CO | $143M | Q1 2026 | 4/30/2026 | 67 |
| 8526 | Nvest Wealth Strategies, Inc. | $143M | Q1 2026 | 4/13/2026 | 395 |
| 8527 | 11.2 Capital Management, LLC | $143M | Q1 2026 | 4/29/2026 | 1 |
| 8528 | Settian Capital LP | $143M | Q1 2026 | 5/5/2026 | 26 |
| 8529 | PRIMORIS WEALTH ADVISORS, LLC | $143M | Q1 2026 | 4/30/2026 | 96 |
| 8530 | Strong Retirement Solutions LLC | $143M | Q1 2026 | 4/20/2026 | 86 |
| 8531 | Chatterton & Associates Inc. | $143M | Q1 2026 | 4/20/2026 | 97 |
| 8532 | Bauman Advisory Group, LLC | $143M | Q1 2026 | 5/6/2026 | 63 |
| 8533 | JWEST, LLC | $143M | Q2 2014 | 7/24/2014 | 25 |
| 8534 | Balanced Rock Investment Advisors LLC | $143M | Q1 2026 | 5/13/2026 | 96 |
| 8535 | Arbor Wealth Advisors LLC | $143M | Q1 2026 | 4/22/2026 | 56 |
| 8536 | Argosy-Lionbridge Management, LLC | $143M | Q1 2026 | 5/15/2026 | 14 |
| 8537 | Navigate Wealth Management, LLC | $142M | Q1 2026 | 4/27/2026 | 72 |
| 8538 | Panoramic Capital, LLC | $142M | Q1 2026 | 5/15/2026 | 38 |
| 8539 | Willingdon Wealth Management | $142M | Q1 2014 | 5/14/2014 | 78 |
| 8540 | SageOak Financial, LLC | $142M | Q1 2026 | 5/11/2026 | 35 |
| 8541 | Piscataqua Savings Bank | $142M | Q1 2026 | 4/10/2026 | 416 |
| 8542 | Sigma Investment Management Co | $142M | Q1 2014 | 5/15/2014 | 29 |
| 8543 | Laraway Financial Advisors Inc | $142M | Q1 2026 | 5/14/2026 | 129 |
| 8544 | Accel X Associates L.L.C. | $142M | Q1 2014 | 5/15/2014 | 1 |
| 8545 | Avant Financial Advisors LLC | $142M | Q1 2026 | 4/23/2026 | 65 |
| 8546 | White & Co Financial Planning Inc | $142M | Q1 2026 | 5/6/2026 | 20 |
| 8547 | Avant Capital LLC | $142M | Q1 2026 | 5/12/2026 | 76 |
| 8548 | Teton Advisors, LLC | $142M | Q1 2026 | 5/14/2026 | 153 |
| 8549 | Innovative Wealth Building LLC | $142M | Q1 2026 | 5/1/2026 | 70 |
| 8550 | Kagan Cocozza Asset Management | $142M | Q1 2026 | 4/23/2026 | 69 |
| 8551 | Mountain Capital Management, LLC | $142M | Q4 2025 | 2/17/2026 | 1 |
| 8552 | Opulen Financial Group LLC | $142M | Q1 2026 | 4/29/2026 | 114 |
| 8553 | HFG Advisors, Inc. | $142M | Q1 2026 | 5/8/2026 | 117 |
| 8554 | Spectrum Management Group, LLC | $142M | Q1 2014 | 5/9/2014 | 137 |
| 8555 | SUMMER ROAD LLC | $142M | Q1 2026 | 4/23/2026 | 24 |
| 8556 | Trium Capital LLP | $142M | Q1 2026 | 4/16/2026 | 63 |
| 8557 | EJF Capital LP | $142M | Q1 2026 | 5/13/2026 | 69 |
| 8558 | Seek First Inc. | $142M | Q1 2026 | 4/23/2026 | 58 |
| 8559 | OPINICUS CAPITAL, INC. | $142M | Q1 2026 | 5/5/2026 | 98 |
| 8560 | COTTONWOOD CAPITAL ADVISORS, LLC | $142M | Q1 2026 | 4/17/2026 | 86 |
| 8561 | Hedges Asset Management LLC | $142M | Q4 2025 | 1/27/2026 | 108 |
| 8562 | ACUTA CAPITAL PARTNERS, LLC | $142M | Q1 2026 | 5/15/2026 | 27 |
| 8563 | MOUNT VERNON ASSOCIATES INC /MD/ | $142M | Q1 2026 | 4/28/2026 | 60 |
| 8564 | Yorktown Energy Partners XI, L.P. | $142M | Q1 2026 | 5/15/2026 | 4 |
| 8565 | Networth Advisors, LLC | $141M | Q1 2026 | 4/22/2026 | 381 |
| 8566 | IF Advisors, LLC | $141M | Q1 2026 | 5/13/2026 | 53 |
| 8567 | Maytree Asset Management Ltd | $141M | Q1 2026 | 5/4/2026 | 20 |
| 8568 | Hummer Financial Advisory Services Inc | $141M | Q1 2026 | 4/8/2026 | 129 |
| 8569 | Shum Financial Group, Inc. | $141M | Q1 2026 | 4/22/2026 | 93 |
| 8570 | Versant Venture Management, LLC | $141M | Q1 2026 | 5/5/2026 | 8 |
| 8571 | PIN OAK INVESTMENT ADVISORS INC | $141M | Q1 2026 | 5/15/2026 | 503 |
| 8572 | Clearview Wealth Management LLC | $141M | Q1 2026 | 5/15/2026 | 60 |
| 8573 | TFJ Management, LLC | $141M | Q1 2026 | 5/15/2026 | 14 |
| 8574 | Kalehua Capital Management LLC | $141M | Q1 2026 | 5/15/2026 | 27 |
| 8575 | PSP Research LLC | $141M | Q1 2026 | 4/17/2026 | 79 |
| 8576 | Renasant Bank | $141M | Q1 2026 | 4/29/2026 | 137 |
| 8577 | Chancellor Financial Group WB LP | $141M | Q1 2026 | 5/14/2026 | 140 |
| 8578 | CRCM LP | $141M | Q1 2026 | 5/13/2026 | 8 |
| 8579 | IBIS Capital Partners LLP | $141M | Q1 2014 | 5/8/2014 | 9 |
| 8580 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $141M | Q1 2026 | 4/24/2026 | 83 |
| 8581 | Meritech Capital Associates V L.L.C. | $141M | Q1 2026 | 5/15/2026 | 2 |
| 8582 | Sunrise Financial Services, LLC | $141M | Q1 2026 | 4/29/2026 | 622 |
| 8583 | Orographic Financial Advisors, LLC | $141M | Q1 2026 | 5/19/2026 | 106 |
| 8584 | Watchtower Advisors, LP | $141M | Q1 2026 | 5/14/2026 | 12 |
| 8585 | FCG ADVISORS, LLC | $141M | Q1 2014 | 5/14/2014 | 84 |
| 8586 | MOSAIC FINANCIAL GROUP, LLC | $141M | Q1 2026 | 5/8/2026 | 126 |
| 8587 | Mork Capital Management, LLC | $141M | Q1 2026 | 5/15/2026 | 103 |
| 8588 | Orcam Financial Group | $141M | Q1 2026 | 5/12/2026 | 62 |
| 8589 | Parasol Investment Management, LLC | $141M | Q1 2014 | 4/14/2014 | 258 |
| 8590 | Ipsen Advisor Group LLC | $141M | Q4 2025 | 2/11/2026 | 102 |
| 8591 | Reflection Asset Management | $141M | Q4 2025 | 3/2/2026 | 506 |
| 8592 | Asset Planning,Inc | $141M | Q1 2026 | 4/23/2026 | 301 |
| 8593 | Morey & Quinn Wealth Partners, LLC | $141M | Q1 2026 | 4/21/2026 | 136 |
| 8594 | Orca Wealth Management, LLC | $141M | Q1 2026 | 4/23/2026 | 67 |
| 8595 | Aurora Private Wealth, Inc. | $140M | Q1 2026 | 4/16/2026 | 167 |
| 8596 | Soapstone Management L.P. | $140M | Q1 2026 | 5/15/2026 | 12 |
| 8597 | Vann Equity Management LLC | $140M | Q1 2026 | 5/8/2026 | 158 |
| 8598 | Mascagni Wealth Management, Inc. | $140M | Q1 2026 | 5/19/2026 | 127 |
| 8599 | LifePlan Financial Group, Inc | $140M | Q2 2014 | 7/3/2014 | 65 |
| 8600 | Alley Co LLC | $140M | Q2 2014 | 8/5/2014 | 74 |