Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8401 | Processus Wealth & Capital Management, LLC | $169M | Q2 2026 | 7/15/2026 | 35 |
| 8402 | Somnio Financial Group, LLC | $169M | Q2 2026 | 7/6/2026 | 14 |
| 8403 | Cognios Capital, LLC | $169M | Q1 2014 | 5/15/2014 | 69 |
| 8404 | NORTH DALLAS BANK & TRUST CO | $169M | Q2 2026 | 7/13/2026 | 113 |
| 8405 | Granite Group Advisors, LLC | $169M | Q2 2026 | 7/23/2026 | 84 |
| 8406 | Athena Investment Management | $169M | Q2 2026 | 8/6/2026 | 132 |
| 8407 | Bravias Capital Group, LLC | $168M | Q2 2026 | 7/30/2026 | 97 |
| 8408 | Ghost Tree Capital, LLC | $168M | Q1 2014 | 5/15/2014 | 65 |
| 8409 | Sunrise Financial Services, LLC | $168M | Q2 2026 | 8/12/2026 | 591 |
| 8410 | EIGHT 31 FINANCIAL, LLC | $168M | Q2 2026 | 8/13/2026 | 66 |
| 8411 | KG Capital Management | $168M | Q2 2026 | 8/7/2026 | 142 |
| 8412 | CBM Financial, LLC | $168M | Q2 2026 | 8/10/2026 | 16 |
| 8413 | SENTRY INVESTMENT MANAGEMENT LLC | $168M | Q2 2026 | 8/10/2026 | 1 |
| 8414 | ORACLE INVESTMENT MANAGEMENT INC | $168M | Q4 2025 | 2/18/2026 | 22 |
| 8415 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $168M | Q2 2026 | 8/7/2026 | 104 |
| 8416 | Valpey Financial Services, LLC | $168M | Q2 2026 | 8/11/2026 | 76 |
| 8417 | Karl Kapital LLC | $168M | Q2 2026 | 8/14/2026 | 25 |
| 8418 | Catalina Capital Group, LLC | $168M | Q1 2026 | 4/23/2026 | 176 |
| 8419 | Runnymede Capital Advisors, Inc. | $168M | Q2 2026 | 7/21/2026 | 77 |
| 8420 | Sarver Vrooman Wealth Advisors | $168M | Q2 2026 | 7/2/2026 | 145 |
| 8421 | AlphaMark Advisors, LLC | $168M | Q2 2014 | 7/29/2014 | 306 |
| 8422 | Income Insurance Ltd | $168M | Q2 2026 | 7/24/2026 | 184 |
| 8423 | INTEGRITY WEALTH ADVISORS, INC. | $168M | Q1 2026 | 5/14/2026 | 73 |
| 8424 | PINCUS CAPITAL MANAGEMENT, LP | $168M | Q2 2026 | 7/31/2026 | 52 |
| 8425 | Evansbrook LLC | $168M | Q2 2026 | 8/4/2026 | 127 |
| 8426 | Boxwood Ventures, Inc. | $168M | Q2 2026 | 8/12/2026 | 37 |
| 8427 | General Equity Holdings LP | $167M | Q2 2026 | 8/14/2026 | 13 |
| 8428 | Index Venture Growth Associates IV Ltd | $167M | Q2 2026 | 8/14/2026 | 2 |
| 8429 | MFA Wealth Services | $167M | Q2 2026 | 7/21/2026 | 134 |
| 8430 | Fairscale Capital, LLC | $167M | Q2 2026 | 8/7/2026 | 441 |
| 8431 | Richmond Hill Investments, LLC | $167M | Q1 2014 | 5/15/2014 | 11 |
| 8432 | Eddie Patel Inc | $167M | Q2 2026 | 8/11/2026 | 127 |
| 8433 | Buffington Mohr McNeal | $167M | Q1 2014 | 5/13/2014 | 75 |
| 8434 | Genesis Wealth Advisors, LLC | $167M | Q2 2026 | 8/7/2026 | 72 |
| 8435 | THOMPSON DAVIS & CO., INC. | $167M | Q2 2026 | 7/29/2026 | 168 |
| 8436 | Lummis Asset Management, LP | $167M | Q2 2026 | 8/3/2026 | 221 |
| 8437 | GEN Financial Management, INC. | $167M | Q2 2026 | 7/24/2026 | 42 |
| 8438 | AMARA FINANCIAL, LLC. | $167M | Q2 2026 | 8/7/2026 | 48 |
| 8439 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $167M | Q2 2026 | 8/5/2026 | 40 |
| 8440 | U S WEALTH GROUP, LLC. | $167M | Q2 2026 | 9/10/2026 | 47 |
| 8441 | ROBINSON SMITH WEALTH ADVISORS LLC | $167M | Q2 2026 | 7/29/2026 | 98 |
| 8442 | Custos Family Office, LLC | $167M | Q2 2026 | 8/19/2026 | 68 |
| 8443 | Strong Retirement Solutions LLC | $167M | Q2 2026 | 7/20/2026 | 82 |
| 8444 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $167M | Q2 2026 | 8/12/2026 | 84 |
| 8445 | GLENVIEW STATE BANK TRUST DEPT. | $167M | Q2 2014 | 7/30/2014 | 85 |
| 8446 | Ackerman Asset Management, LLC | $167M | Q2 2026 | 8/10/2026 | 38 |
| 8447 | Evergreen Wealth Partners LLC | $167M | Q2 2026 | 8/11/2026 | 89 |
| 8448 | Orca Wealth Management, LLC | $167M | Q2 2026 | 7/22/2026 | 83 |
| 8449 | Lauer Wealth, LLC | $167M | Q2 2026 | 7/15/2026 | 75 |
| 8450 | Grand Alliance Asset Management Ltd | $167M | Q2 2026 | 8/14/2026 | 15 |
| 8451 | Wright Wealth LLC | $167M | Q2 2026 | 7/29/2026 | 54 |
| 8452 | IAT REINSURANCE CO LTD. | $167M | Q2 2026 | 8/13/2026 | 77 |
| 8453 | Copia Wealth Management | $166M | Q2 2026 | 8/17/2026 | 570 |
| 8454 | GENESEE VALLEY TRUST CO | $166M | Q2 2014 | 7/31/2014 | 308 |
| 8455 | Keystone Financial Services, LLC | $166M | Q2 2026 | 7/24/2026 | 61 |
| 8456 | HARBER ASSET MANAGEMENT LLC | $166M | Q2 2026 | 8/11/2026 | 39 |
| 8457 | SeaTown Holdings Pte. Ltd. | $166M | Q2 2026 | 7/24/2026 | 15 |
| 8458 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $166M | Q2 2026 | 7/13/2026 | 122 |
| 8459 | ISZO CAPITAL MANAGEMENT LP | $166M | Q1 2014 | 5/14/2014 | 15 |
| 8460 | LFA - Lugano Financial Advisors SA | $166M | Q2 2026 | 7/28/2026 | 274 |
| 8461 | SCHALLER INVESTMENT GROUP INC | $166M | Q1 2014 | 5/15/2014 | 43 |
| 8462 | Mainstream Capital Management LLC | $166M | Q2 2026 | 7/15/2026 | 90 |
| 8463 | BITTERROOT CAPITAL ADVISORS LLC | $166M | Q2 2026 | 8/13/2026 | 53 |
| 8464 | Kurv Investment Management LLC | $166M | Q2 2026 | 8/13/2026 | 54 |
| 8465 | Capstone Wealth Management Group, Inc. | $166M | Q2 2026 | 7/27/2026 | 123 |
| 8466 | Shum Financial Group, Inc. | $166M | Q2 2026 | 7/22/2026 | 106 |
| 8467 | COTTONWOOD CAPITAL ADVISORS, LLC | $166M | Q2 2026 | 7/23/2026 | 88 |
| 8468 | Zeit Capital LLC | $166M | Q2 2026 | 8/6/2026 | 53 |
| 8469 | Athena Global Investors LLC | $166M | Q1 2014 | 6/3/2014 | 30 |
| 8470 | Refined Wealth Management | $166M | Q2 2026 | 7/21/2026 | 49 |
| 8471 | WESTCO ADVISORY SERVICES INC /ADV | $166M | Q2 2026 | 7/28/2026 | 99 |
| 8472 | S. R. Schill & Associates | $166M | Q2 2026 | 7/15/2026 | 25 |
| 8473 | Good Steward Wealth Advisors,LLC | $166M | Q2 2026 | 8/3/2026 | 71 |
| 8474 | VERITY Wealth Advisors | $166M | Q2 2026 | 7/16/2026 | 81 |
| 8475 | TopTier Wealth Management, LLC | $166M | Q2 2026 | 7/14/2026 | 133 |
| 8476 | Robert Bosch GmbH | $166M | Q2 2026 | 7/23/2026 | 3 |
| 8477 | KOM Wealth Management Group, LLC | $165M | Q2 2026 | 7/23/2026 | 96 |
| 8478 | OceanIQ Capital, LLC | $165M | Q2 2026 | 8/12/2026 | 110 |
| 8479 | Lancaster Investment Management | $165M | Q2 2026 | 7/13/2026 | 10 |
| 8480 | GRATIA CAPITAL, LLC | $165M | Q2 2026 | 8/14/2026 | 31 |
| 8481 | FIELDPOINT PRIVATE ADVISORS, INC | $165M | Q2 2014 | 7/30/2014 | 68 |
| 8482 | Copley Financial Group, Inc. | $165M | Q2 2026 | 8/11/2026 | 118 |
| 8483 | Anchorage Capital Advisors, L.P. | $165M | Q2 2026 | 8/14/2026 | 5 |
| 8484 | Lansing Management LP | $165M | Q2 2026 | 7/31/2026 | 13 |
| 8485 | Multicoin Capital Management, LLC | $165M | Q2 2026 | 8/13/2026 | 2 |
| 8486 | Framtiden Holdings Management Co LLC | $165M | Q2 2026 | 8/14/2026 | 6 |
| 8487 | Foresight Global Investors, Inc. | $165M | Q2 2026 | 8/10/2026 | 32 |
| 8488 | HAHN CAPITAL MANAGEMENT LLC | $165M | Q2 2026 | 7/30/2026 | 31 |
| 8489 | Hickory Point Bank & Trust | $165M | Q2 2026 | 7/17/2026 | 442 |
| 8490 | TOWER TRUST & INVESTMENT Co | $165M | Q2 2026 | 7/9/2026 | 247 |
| 8491 | Laraway Financial Advisors Inc | $165M | Q2 2026 | 8/3/2026 | 140 |
| 8492 | CHARTER RESEARCH & INVESTMENT GROUP, INC. | $165M | Q2 2026 | 8/13/2026 | 92 |
| 8493 | Ares Systematic Credit Ltd | $165M | Q2 2026 | 8/14/2026 | 242 |
| 8494 | HC Advisors, LLC | $165M | Q2 2026 | 8/7/2026 | 62 |
| 8495 | Vann Equity Management LLC | $165M | Q2 2026 | 8/5/2026 | 168 |
| 8496 | Gaddis Premier Wealth Advisors LLC | $165M | Q2 2026 | 8/4/2026 | 99 |
| 8497 | Pandora Wealth, Inc. | $165M | Q4 2025 | 2/4/2026 | 224 |
| 8498 | Atala Financial Inc | $165M | Q2 2026 | 7/23/2026 | 121 |
| 8499 | Forerunner Ventures Management, LLC | $164M | Q2 2026 | 8/14/2026 | 1 |
| 8500 | McGinn Penninger Investment Management, Inc. | $164M | Q2 2026 | 7/28/2026 | 38 |
| 8501 | RAVEN ROCK CAPITAL MANAGEMENT, LLC | $164M | Q1 2014 | 7/8/2014 | 27 |
| 8502 | Cannon Advisors, Inc. | $164M | Q2 2026 | 7/15/2026 | 93 |
| 8503 | JDH Wealth Management, LLC | $164M | Q2 2026 | 7/22/2026 | 61 |
| 8504 | Caymus Capital Partners, L.P. | $164M | Q1 2014 | 5/14/2014 | 19 |
| 8505 | Altavista Wealth Management, Inc. | $164M | Q1 2014 | 5/6/2014 | 119 |
| 8506 | HEMMING& WEALTH MANAGEMENT, INC. | $164M | Q2 2026 | 8/6/2026 | 16 |
| 8507 | WINEBRENNER CAPITAL MANAGEMENT LLC | $164M | Q2 2026 | 7/15/2026 | 153 |
| 8508 | Velan Capital Investment Management LP | $164M | Q2 2026 | 8/14/2026 | 51 |
| 8509 | Paradigm, Strategies in Wealth Management, LLC | $164M | Q2 2026 | 7/21/2026 | 61 |
| 8510 | INTERACTIVE FINANCIAL ADVISORS, INC. | $164M | Q2 2026 | 7/31/2026 | 74 |
| 8511 | Simcoe Capital LLC | $164M | Q2 2026 | 8/6/2026 | 37 |
| 8512 | Family Legacy Financial Solutions, LLC | $164M | Q2 2026 | 7/14/2026 | 65 |
| 8513 | Sippican Capital Advisors | $164M | Q2 2026 | 7/22/2026 | 111 |
| 8514 | Breakout Capital Partners, LP | $164M | Q2 2026 | 8/14/2026 | 8 |
| 8515 | Campion Asset Management | $164M | Q2 2026 | 7/28/2026 | 83 |
| 8516 | Piedmont Capital Management, LLC/NC | $164M | Q2 2026 | 8/13/2026 | 123 |
| 8517 | S&A Financial Services, Inc. | $164M | Q2 2026 | 7/27/2026 | 88 |
| 8518 | Meadow Creek Wealth Advisors LLC | $164M | Q2 2026 | 8/14/2026 | 139 |
| 8519 | Broadview Financial Management, LLC | $164M | Q2 2026 | 8/12/2026 | 43 |
| 8520 | Apex Wealth Management, LLC | $164M | Q2 2026 | 8/11/2026 | 63 |
| 8521 | Holistic Financial Partners | $164M | Q2 2026 | 7/23/2026 | 120 |
| 8522 | New England Investment & Retirement Group, Inc. | $164M | Q1 2014 | 5/9/2014 | 50 |
| 8523 | Arbor Wealth Advisors LLC | $164M | Q2 2026 | 7/9/2026 | 60 |
| 8524 | Aurora Investment Managers, LLC. | $164M | Q2 2026 | 7/8/2026 | 52 |
| 8525 | Climber Capital SA | $164M | Q2 2026 | 7/22/2026 | 64 |
| 8526 | Petros Family Wealth, LLC | $164M | Q2 2026 | 7/27/2026 | 134 |
| 8527 | AYM CAPITAL, LLC | $163M | Q1 2014 | 5/7/2014 | 60 |
| 8528 | Reflection Asset Management | $163M | Q1 2026 | 8/26/2026 | 127 |
| 8529 | Totem Point Management, LLC | $163M | Q2 2026 | 8/14/2026 | 18 |
| 8530 | Waterfall Asset Management, LLC | $163M | Q2 2026 | 8/12/2026 | 18 |
| 8531 | Terra Nova Asset Management LLC | $163M | Q2 2026 | 8/4/2026 | 93 |
| 8532 | Wing Lake Capital, LLC | $163M | Q1 2014 | 5/15/2014 | 26 |
| 8533 | REXFORD CAPITAL INC | $163M | Q2 2026 | 7/29/2026 | 301 |
| 8534 | Vantage Investment Advisors, LLC | $163M | Q2 2014 | 7/25/2014 | 731 |
| 8535 | Yorktown Management & Research Co Inc | $163M | Q2 2026 | 7/23/2026 | 249 |
| 8536 | ARISTOTLE FUND, L.P. | $163M | Q2 2014 | 8/11/2014 | 7 |
| 8537 | Kopp Family Office, LLC | $163M | Q2 2026 | 7/9/2026 | 29 |
| 8538 | Atlantic Private Wealth, LLC | $163M | Q2 2026 | 8/11/2026 | 301 |
| 8539 | Nabity-Jensen Investment Management Inc | $163M | Q2 2026 | 7/27/2026 | 70 |
| 8540 | Gem Investment Advisors, LLC | $163M | Q2 2026 | 8/10/2026 | 36 |
| 8541 | Mercuria Capital Strategies, LLC | $163M | Q2 2026 | 7/30/2026 | 23 |
| 8542 | Generation Capital Management LLC | $163M | Q2 2026 | 8/13/2026 | 83 |
| 8543 | Arrington Capital Management, LLC | $163M | Q2 2026 | 8/11/2026 | 46 |
| 8544 | Clover Partners, L.P. | $163M | Q2 2014 | 8/6/2014 | 25 |
| 8545 | Gimbal Financial | $163M | Q2 2026 | 8/4/2026 | 55 |
| 8546 | Versant Venture Management, LLC | $163M | Q2 2026 | 8/12/2026 | 8 |
| 8547 | Trium Capital LLP | $163M | Q2 2026 | 7/16/2026 | 53 |
| 8548 | Capstone Wealth Management Group LLC | $163M | Q1 2026 | 4/16/2026 | 123 |
| 8549 | Krane Financial Solutions LLC | $162M | Q2 2026 | 8/12/2026 | 55 |
| 8550 | Value Base Ltd. | $162M | Q2 2026 | 7/29/2026 | 6 |
| 8551 | REICON WEALTH ADVISORS, LLC | $162M | Q2 2026 | 7/29/2026 | 93 |
| 8552 | Candelo Capital Management LP | $162M | Q2 2026 | 8/14/2026 | 34 |
| 8553 | Cornerstone Financial Group, LLC /NE/ | $162M | Q2 2026 | 8/11/2026 | 75 |
| 8554 | Cruiser Capital Advisors, LLC | $162M | Q2 2026 | 8/14/2026 | 51 |
| 8555 | Exome Asset Management LLC | $162M | Q2 2026 | 8/14/2026 | 52 |
| 8556 | IBERIABANK CORP | $162M | Q1 2014 | 5/9/2014 | 150 |
| 8557 | Sageworth Trust Co of South Dakota | $162M | Q2 2026 | 7/28/2026 | 61 |
| 8558 | MACROVIEW INVESTMENT MANAGEMENT LLC | $162M | Q2 2026 | 7/28/2026 | 106 |
| 8559 | Sanibel Captiva Investment Advisers, Inc. | $162M | Q4 2013 | 2/18/2014 | 100 |
| 8560 | TME FINANCIAL, INC. | $162M | Q2 2026 | 7/23/2026 | 70 |
| 8561 | Tiptree Advisors, LLC | $162M | Q2 2026 | 8/14/2026 | 24 |
| 8562 | Stillwater Wealth Management Group | $162M | Q1 2026 | 5/11/2026 | 77 |
| 8563 | PMG Wealth Management, Inc. | $162M | Q2 2026 | 8/5/2026 | 61 |
| 8564 | Randall & Associates Wealth Management | $162M | Q2 2026 | 7/27/2026 | 52 |
| 8565 | Chancellor Financial Group WB LP | $162M | Q2 2026 | 8/10/2026 | 149 |
| 8566 | STRINGER ASSET MANAGEMENT, LLC | $162M | Q2 2014 | 7/28/2014 | 39 |
| 8567 | IDG-Accel China Capital Associates L.P. | $162M | Q1 2014 | 5/15/2014 | 1 |
| 8568 | 1620 INVESTMENT ADVISORS, INC. | $161M | Q2 2026 | 7/14/2026 | 678 |
| 8569 | Pinnacle Wealth Management, LLC | $161M | Q2 2026 | 7/22/2026 | 31 |
| 8570 | Buckley Capital Advisors, LLC | $161M | Q2 2026 | 8/11/2026 | 14 |
| 8571 | White & Co Financial Planning Inc | $161M | Q2 2026 | 7/15/2026 | 20 |
| 8572 | Navigate Wealth Management, LLC | $161M | Q2 2026 | 7/23/2026 | 79 |
| 8573 | Mendota Financial Group, LLC | $161M | Q2 2026 | 7/9/2026 | 33 |
| 8574 | Coastline Complete Wealth LLC | $161M | Q1 2026 | 5/22/2026 | 55 |
| 8575 | Laurore Ltd | $161M | Q2 2026 | 8/14/2026 | 1 |
| 8576 | LM Asset Management Inc. | $161M | Q2 2026 | 8/11/2026 | 10 |
| 8577 | Aureum Wealth Management, LLC | $161M | Q2 2026 | 7/22/2026 | 62 |
| 8578 | GreatBanc Trust CO | $161M | Q2 2026 | 7/29/2026 | 70 |
| 8579 | Bosman Wealth Management, LLC | $161M | Q2 2026 | 7/28/2026 | 56 |
| 8580 | Merkkuri Wealth Advisors LLC | $161M | Q2 2026 | 7/27/2026 | 81 |
| 8581 | Murphy & Mullick Capital Management Corp | $161M | Q2 2026 | 8/14/2026 | 666 |
| 8582 | BURR FINANCIAL SERVICES, LLC | $161M | Q2 2026 | 8/10/2026 | 26 |
| 8583 | Lighthouse Wealth Management Inc. | $161M | Q2 2026 | 7/22/2026 | 47 |
| 8584 | Savoir Faire Capital Management, L.P. | $161M | Q2 2026 | 7/24/2026 | 43 |
| 8585 | SUMMER ROAD LLC | $161M | Q2 2026 | 8/10/2026 | 21 |
| 8586 | Mascagni Wealth Management, Inc. | $161M | Q2 2026 | 7/31/2026 | 142 |
| 8587 | MidAtlantic Capital Management, Inc. | $161M | Q2 2026 | 8/10/2026 | 86 |
| 8588 | STILWELL JOSEPH | $161M | Q1 2014 | 5/12/2014 | 50 |
| 8589 | Geduld E E | $161M | Q2 2014 | 8/4/2014 | 316 |
| 8590 | Arlington Capital Management, Inc. | $161M | Q2 2026 | 7/24/2026 | 112 |
| 8591 | STEINBERG ASSET MANAGEMENT LLC | $161M | Q2 2026 | 8/5/2026 | 44 |
| 8592 | Exchange Bank | $161M | Q2 2026 | 7/8/2026 | 130 |
| 8593 | Mountain Lake Investment Management LLC | $161M | Q2 2026 | 8/14/2026 | 31 |
| 8594 | Philadelphia Investment Partners, LLC | $161M | Q2 2026 | 8/14/2026 | 252 |
| 8595 | Arthedge Capital Management, LLC | $161M | Q2 2026 | 8/14/2026 | 13 |
| 8596 | Avant Financial Advisors LLC | $161M | Q2 2026 | 7/9/2026 | 69 |
| 8597 | Glacier Peak Capital LLC | $160M | Q2 2014 | 7/29/2014 | 59 |
| 8598 | Future Financial Wealth Managment LLC | $160M | Q2 2026 | 7/24/2026 | 132 |
| 8599 | Palouse Capital Management, Inc. | $160M | Q2 2026 | 7/8/2026 | 124 |
| 8600 | COREPATH WEALTH PARTNERS LLC | $160M | Q2 2026 | 7/9/2026 | 46 |