Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8601 | MERCATOR ASSET MANAGEMENT L P | $145M | Q2 2014 | 7/15/2014 | 4 |
| 8602 | Crescent Capital Group LP | $145M | Q1 2014 | 5/15/2014 | 20 |
| 8603 | AMARA FINANCIAL, LLC. | $145M | Q1 2026 | 5/7/2026 | 45 |
| 8604 | Teca Partners, LP | $145M | Q1 2026 | 5/15/2026 | 10 |
| 8605 | MidAtlantic Capital Management, Inc. | $145M | Q1 2026 | 5/7/2026 | 84 |
| 8606 | MAGNOLIA CAPITAL MANAGEMENT LTD | $145M | Q2 2026 | 7/10/2026 | 75 |
| 8607 | Nicholas Wealth, LLC. | $145M | Q1 2026 | 4/22/2026 | 111 |
| 8608 | Futuris Asset Management AB | $145M | Q2 2014 | 8/6/2014 | 13 |
| 8609 | GIRARD PARTNERS LTD. | $145M | Q2 2014 | 8/8/2014 | 137 |
| 8610 | SWP Investment Management LLC | $145M | Q2 2026 | 7/1/2026 | 43 |
| 8611 | ADG Wealth Management Group, LLC | $145M | Q1 2026 | 4/21/2026 | 51 |
| 8612 | IMMERSION CORP | $145M | Q1 2026 | 5/15/2026 | 9 |
| 8613 | Constant Guidance Financial LLC | $145M | Q1 2026 | 5/15/2026 | 42 |
| 8614 | Paragon Associates II, Ltd | $145M | Q4 2013 | 2/14/2014 | 19 |
| 8615 | Fairscale Capital, LLC | $145M | Q1 2026 | 5/11/2026 | 437 |
| 8616 | Post Resch Tallon Group Inc. | $145M | Q2 2026 | 7/7/2026 | 138 |
| 8617 | PRINCETON CAPITAL MANAGEMENT INC | $145M | Q2 2014 | 8/6/2014 | 72 |
| 8618 | Court Place Advisors, LLC | $144M | Q2 2014 | 7/28/2014 | 123 |
| 8619 | Robert B. Daugherty Foundation | $144M | Q2 2026 | 7/2/2026 | 1 |
| 8620 | Comprehensive Financial Planning, Inc./PA | $144M | Q1 2026 | 4/7/2026 | 387 |
| 8621 | Karl Kapital LLC | $144M | Q1 2026 | 5/15/2026 | 22 |
| 8622 | Covestor Ltd | $144M | Q1 2026 | 5/5/2026 | 2,871 |
| 8623 | TME FINANCIAL, INC. | $144M | Q1 2026 | 5/12/2026 | 65 |
| 8624 | Nabity-Jensen Investment Management Inc | $144M | Q1 2026 | 4/21/2026 | 70 |
| 8625 | Arrow Capital Management, LLC | $144M | Q1 2026 | 5/14/2026 | 16 |
| 8626 | Aquamarine Zurich AG | $144M | Q2 2026 | 7/10/2026 | 7 |
| 8627 | Lamond Capital Partners LLC | $144M | Q2 2014 | 8/6/2014 | 18 |
| 8628 | MACROVIEW INVESTMENT MANAGEMENT LLC | $144M | Q1 2026 | 5/8/2026 | 99 |
| 8629 | Hillman Capital Management, Inc. | $144M | Q1 2026 | 5/15/2026 | 56 |
| 8630 | Impact Investors, Inc | $144M | Q1 2026 | 4/29/2026 | 106 |
| 8631 | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | $144M | Q2 2026 | 7/21/2026 | 40 |
| 8632 | MONTPELIER RE HOLDINGS LTD | $144M | Q2 2014 | 8/8/2014 | 3 |
| 8633 | Advaya LLP | $144M | Q1 2026 | 5/15/2026 | 7 |
| 8634 | Anchor Capital Management Group Inc | $144M | Q1 2026 | 5/18/2026 | 16 |
| 8635 | PINCUS CAPITAL MANAGEMENT, LP | $144M | Q1 2026 | 5/14/2026 | 50 |
| 8636 | GordonMD Global Investments LP | $144M | Q1 2026 | 5/15/2026 | 16 |
| 8637 | Capstone Wealth Management, LLC | $143M | Q1 2026 | 4/16/2026 | 50 |
| 8638 | Concourse Capital Management, LLC | $143M | Q1 2014 | 5/5/2014 | 42 |
| 8639 | LongView Asset Management LLC | $143M | Q4 2025 | 2/9/2026 | 51 |
| 8640 | PATHWAY WEALTH MANAGEMENT LLC | $143M | Q2 2026 | 7/20/2026 | 31 |
| 8641 | Wernau Asset Management Inc. | $143M | Q1 2026 | 4/22/2026 | 50 |
| 8642 | INTEGRATED CAPITAL MANAGEMENT, INC. | $143M | Q2 2026 | 7/7/2026 | 57 |
| 8643 | Ackerman Asset Management, LLC | $143M | Q1 2026 | 4/21/2026 | 35 |
| 8644 | Aragon Global Management, LP | $143M | Q1 2026 | 5/15/2026 | 18 |
| 8645 | STOLZ & ASSOCIATES, PS | $143M | Q1 2026 | 4/21/2026 | 30 |
| 8646 | NSB Advisors LLC | $143M | Q2 2014 | 8/11/2014 | 27 |
| 8647 | Encore Global Management, LP | $143M | Q1 2026 | 5/15/2026 | 70 |
| 8648 | hemming& Wealth Management, Inc. | $143M | Q1 2026 | 4/24/2026 | 15 |
| 8649 | OneAscent Family Office, LLC | $143M | Q1 2026 | 4/21/2026 | 182 |
| 8650 | Copos Capital S.a r.l. | $143M | Q4 2025 | 2/23/2026 | 45 |
| 8651 | MUSTICO FINANCIAL GROUP, INC. | $143M | Q1 2026 | 5/15/2026 | 46 |
| 8652 | Menard Financial Group LLC | $143M | Q1 2026 | 5/14/2026 | 82 |
| 8653 | Petiole USA ltd | $143M | Q1 2026 | 5/14/2026 | 32 |
| 8654 | Cooper Capital Advisors LLC | $143M | Q1 2026 | 5/11/2026 | 35 |
| 8655 | Ipsen Advisor Group LLC | $143M | Q1 2026 | 5/29/2026 | 104 |
| 8656 | Camelot Portfolios, LLC | $143M | Q2 2026 | 7/17/2026 | 202 |
| 8657 | GreatBanc Trust CO | $143M | Q1 2026 | 4/30/2026 | 67 |
| 8658 | 11.2 Capital Management, LLC | $143M | Q1 2026 | 4/29/2026 | 1 |
| 8659 | Settian Capital LP | $143M | Q1 2026 | 5/5/2026 | 26 |
| 8660 | LifePlan Financial, LLC | $143M | Q2 2026 | 7/21/2026 | 89 |
| 8661 | Gilbert Capital Group, Inc. | $143M | Q2 2026 | 7/13/2026 | 56 |
| 8662 | PRIMORIS WEALTH ADVISORS, LLC | $143M | Q1 2026 | 4/30/2026 | 96 |
| 8663 | Bauman Advisory Group, LLC | $143M | Q1 2026 | 5/6/2026 | 63 |
| 8664 | JWEST, LLC | $143M | Q2 2014 | 7/24/2014 | 25 |
| 8665 | Rye Brook Capital LLC | $143M | Q2 2026 | 7/20/2026 | 40 |
| 8666 | Balanced Rock Investment Advisors LLC | $143M | Q1 2026 | 5/13/2026 | 96 |
| 8667 | Argosy-Lionbridge Management, LLC | $143M | Q1 2026 | 5/15/2026 | 14 |
| 8668 | Peak Wealth Management LLC | $143M | Q2 2026 | 7/14/2026 | 59 |
| 8669 | Navigate Wealth Management, LLC | $142M | Q1 2026 | 4/27/2026 | 72 |
| 8670 | Panoramic Capital, LLC | $142M | Q1 2026 | 5/15/2026 | 38 |
| 8671 | Willingdon Wealth Management | $142M | Q1 2014 | 5/14/2014 | 78 |
| 8672 | Seelaus Asset Management LLC | $142M | Q2 2026 | 7/16/2026 | 204 |
| 8673 | Sigma Investment Management Co | $142M | Q1 2014 | 5/15/2014 | 29 |
| 8674 | Laraway Financial Advisors Inc | $142M | Q1 2026 | 5/14/2026 | 129 |
| 8675 | Accel X Associates L.L.C. | $142M | Q1 2014 | 5/15/2014 | 1 |
| 8676 | Avant Capital LLC | $142M | Q1 2026 | 5/12/2026 | 76 |
| 8677 | Teton Advisors, LLC | $142M | Q1 2026 | 5/14/2026 | 153 |
| 8678 | Innovative Wealth Building LLC | $142M | Q1 2026 | 5/1/2026 | 70 |
| 8679 | Kagan Cocozza Asset Management | $142M | Q1 2026 | 4/23/2026 | 69 |
| 8680 | Mountain Capital Management, LLC | $142M | Q4 2025 | 2/17/2026 | 1 |
| 8681 | Opulen Financial Group LLC | $142M | Q1 2026 | 4/29/2026 | 114 |
| 8682 | HFG Advisors, Inc. | $142M | Q1 2026 | 5/8/2026 | 117 |
| 8683 | Spectrum Management Group, LLC | $142M | Q1 2014 | 5/9/2014 | 137 |
| 8684 | Legacy Advisory Services, LLC | $142M | Q2 2026 | 7/21/2026 | 54 |
| 8685 | SUMMER ROAD LLC | $142M | Q1 2026 | 4/23/2026 | 24 |
| 8686 | ASL Financial, LLC | $142M | Q2 2026 | 7/21/2026 | 99 |
| 8687 | EJF Capital LP | $142M | Q1 2026 | 5/13/2026 | 69 |
| 8688 | Seek First Inc. | $142M | Q1 2026 | 4/23/2026 | 58 |
| 8689 | OPINICUS CAPITAL, INC. | $142M | Q1 2026 | 5/5/2026 | 98 |
| 8690 | COTTONWOOD CAPITAL ADVISORS, LLC | $142M | Q1 2026 | 4/17/2026 | 86 |
| 8691 | Hedges Asset Management LLC | $142M | Q4 2025 | 1/27/2026 | 108 |
| 8692 | ACUTA CAPITAL PARTNERS, LLC | $142M | Q1 2026 | 5/15/2026 | 27 |
| 8693 | K2 Financial Inc. | $142M | Q2 2026 | 7/21/2026 | 60 |
| 8694 | MOUNT VERNON ASSOCIATES INC /MD/ | $142M | Q1 2026 | 4/28/2026 | 60 |
| 8695 | Yorktown Energy Partners XI, L.P. | $142M | Q1 2026 | 5/15/2026 | 4 |
| 8696 | PartnerRe Asset Management CORP | $142M | Q2 2026 | 7/1/2026 | 2 |
| 8697 | IF Advisors, LLC | $141M | Q1 2026 | 5/13/2026 | 53 |
| 8698 | Maytree Asset Management Ltd | $141M | Q1 2026 | 5/4/2026 | 20 |
| 8699 | Versant Venture Management, LLC | $141M | Q1 2026 | 5/5/2026 | 8 |
| 8700 | NESTEGG ADVISORS, INC. | $141M | Q2 2026 | 7/14/2026 | 53 |
| 8701 | PIN OAK INVESTMENT ADVISORS INC | $141M | Q1 2026 | 5/15/2026 | 503 |
| 8702 | TFJ Management, LLC | $141M | Q1 2026 | 5/15/2026 | 14 |
| 8703 | Kalehua Capital Management LLC | $141M | Q1 2026 | 5/15/2026 | 27 |
| 8704 | Renasant Bank | $141M | Q1 2026 | 4/29/2026 | 137 |
| 8705 | Chancellor Financial Group WB LP | $141M | Q1 2026 | 5/14/2026 | 140 |
| 8706 | CRCM LP | $141M | Q1 2026 | 5/13/2026 | 8 |
| 8707 | IBIS Capital Partners LLP | $141M | Q1 2014 | 5/8/2014 | 9 |
| 8708 | Meritech Capital Associates V L.L.C. | $141M | Q1 2026 | 5/15/2026 | 2 |
| 8709 | Sunrise Financial Services, LLC | $141M | Q1 2026 | 4/29/2026 | 622 |
| 8710 | Orographic Financial Advisors, LLC | $141M | Q1 2026 | 5/19/2026 | 106 |
| 8711 | Watchtower Advisors, LP | $141M | Q1 2026 | 5/14/2026 | 12 |
| 8712 | FCG ADVISORS, LLC | $141M | Q1 2014 | 5/14/2014 | 84 |
| 8713 | MOSAIC FINANCIAL GROUP, LLC | $141M | Q1 2026 | 5/8/2026 | 126 |
| 8714 | Mork Capital Management, LLC | $141M | Q1 2026 | 5/15/2026 | 103 |
| 8715 | Orcam Financial Group | $141M | Q1 2026 | 5/12/2026 | 62 |
| 8716 | marrick wealth, LLC | $141M | Q2 2026 | 7/14/2026 | 62 |
| 8717 | Parasol Investment Management, LLC | $141M | Q1 2014 | 4/14/2014 | 258 |
| 8718 | Reflection Asset Management | $141M | Q4 2025 | 3/2/2026 | 506 |
| 8719 | Asset Planning,Inc | $141M | Q1 2026 | 4/23/2026 | 301 |
| 8720 | Morey & Quinn Wealth Partners, LLC | $141M | Q1 2026 | 4/21/2026 | 136 |
| 8721 | Ethos Capital Management, Inc. | $140M | Q2 2026 | 7/16/2026 | 59 |
| 8722 | Soapstone Management L.P. | $140M | Q1 2026 | 5/15/2026 | 12 |
| 8723 | Vann Equity Management LLC | $140M | Q1 2026 | 5/8/2026 | 158 |
| 8724 | Mascagni Wealth Management, Inc. | $140M | Q1 2026 | 5/19/2026 | 127 |
| 8725 | Madison Park Capital Advisors, LLC | $140M | Q2 2026 | 7/7/2026 | 65 |
| 8726 | LifePlan Financial Group, Inc | $140M | Q2 2014 | 7/3/2014 | 65 |
| 8727 | Alley Co LLC | $140M | Q2 2014 | 8/5/2014 | 74 |
| 8728 | Petros Family Wealth, LLC | $140M | Q1 2026 | 4/24/2026 | 131 |
| 8729 | Parkside Advisors LLC | $140M | Q2 2014 | 7/9/2014 | 31 |
| 8730 | Lesa Sroufe & Co | $140M | Q2 2026 | 7/22/2026 | 68 |
| 8731 | REXFORD CAPITAL INC | $140M | Q1 2026 | 4/23/2026 | 316 |
| 8732 | Mallini Complete Financial Planning LLC | $140M | Q2 2026 | 7/8/2026 | 70 |
| 8733 | CFC Planning Co LLC | $140M | Q1 2026 | 4/24/2026 | 72 |
| 8734 | J Digital 6 LLC | $140M | Q1 2026 | 5/14/2026 | 2 |
| 8735 | WealthTrak Capital Management LLC | $140M | Q1 2026 | 5/12/2026 | 80 |
| 8736 | Northwest Wealth Advisors, LLC | $140M | Q1 2026 | 4/29/2026 | 64 |
| 8737 | Delta Wealth Advisors LLC | $140M | Q2 2026 | 7/14/2026 | 46 |
| 8738 | SUPERSTRING CAPITAL MANAGEMENT LP | $140M | Q1 2026 | 5/14/2026 | 35 |
| 8739 | Guild Investment Management, Inc. | $140M | Q1 2026 | 4/20/2026 | 47 |
| 8740 | STONE LOFT WEALTH MANAGEMENT LLC | $140M | Q1 2026 | 5/8/2026 | 29 |
| 8741 | MFG WEALTH MANAGEMENT, INC. | $140M | Q2 2026 | 7/8/2026 | 63 |
| 8742 | CHAPMAN FINANCIAL GROUP, LLC | $140M | Q1 2026 | 5/12/2026 | 265 |
| 8743 | Granite Point Capital Management, L.P. | $140M | Q1 2014 | 5/14/2014 | 102 |
| 8744 | Summit Financial Consulting LLC | $140M | Q1 2026 | 4/10/2026 | 41 |
| 8745 | 734 Agriculture, LLC | $140M | Q1 2014 | 5/15/2014 | 1 |
| 8746 | AEGON USA Investment Management, LLC | $140M | Q2 2026 | 7/17/2026 | 42 |
| 8747 | NorthAvenue LLC | $140M | Q2 2026 | 7/21/2026 | 314 |
| 8748 | Shade Tree Advisors LLC | $140M | Q1 2026 | 5/12/2026 | 27 |
| 8749 | Quantitative Systematic Strategies LLC | $139M | Q2 2014 | 7/14/2014 | 242 |
| 8750 | KG Capital Management | $139M | Q1 2026 | 4/22/2026 | 123 |
| 8751 | Ares Financial Consulting, LLC | $139M | Q2 2026 | 7/9/2026 | 1,132 |
| 8752 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $139M | Q1 2026 | 5/5/2026 | 37 |
| 8753 | FOREFRONT WEALTH MANAGEMENT INC. | $139M | Q4 2025 | 1/23/2026 | 71 |
| 8754 | LANDMARK INVESTMENT PARTNERS, L.P. | $139M | Q1 2026 | 5/15/2026 | 30 |
| 8755 | Black Cypress Capital Management, LLC | $139M | Q1 2026 | 5/13/2026 | 31 |
| 8756 | CHARTIST INC /CA/ | $139M | Q1 2026 | 5/14/2026 | 20 |
| 8757 | HBE Wealth Management, LLC | $139M | Q2 2026 | 7/13/2026 | 59 |
| 8758 | Del Mar Asset Management, LP | $139M | Q1 2014 | 5/13/2014 | 39 |
| 8759 | Buckley Capital Advisors, LLC | $139M | Q1 2026 | 5/15/2026 | 15 |
| 8760 | Charter Oak Partners Management, L.P. | $139M | Q1 2014 | 5/14/2014 | 28 |
| 8761 | EIG Asset Management, LLC | $139M | Q4 2025 | 2/12/2026 | 1 |
| 8762 | Liberty Atlantic Advisors LLC | $139M | Q2 2026 | 7/21/2026 | 86 |
| 8763 | Noven Financial Group, Inc. | $139M | Q2 2014 | 8/8/2014 | 35 |
| 8764 | Center for Wealth Management Advisory | $139M | Q1 2026 | 4/24/2026 | 62 |
| 8765 | Argyle Capital Partners, LLC | $139M | Q1 2026 | 5/7/2026 | 160 |
| 8766 | GraniteShares Advisors LLC | $139M | Q1 2026 | 4/23/2026 | 90 |
| 8767 | Stillwater Investment Management, LLC | $139M | Q2 2014 | 7/7/2014 | 69 |
| 8768 | Bluegrass Capital Partners LP | $139M | Q1 2026 | 5/13/2026 | 10 |
| 8769 | Kennondale Capital Management LLC | $139M | Q1 2026 | 5/11/2026 | 78 |
| 8770 | Parvin Asset Management, LLC | $139M | Q1 2026 | 5/15/2026 | 310 |
| 8771 | DKM Wealth Management, Inc. | $139M | Q1 2026 | 4/10/2026 | 77 |
| 8772 | CHESAPEAKE CAPITAL CORP /IL/ | $139M | Q1 2026 | 5/7/2026 | 156 |
| 8773 | Paladin Partners, LLC | $139M | Q1 2026 | 6/25/2026 | 212 |
| 8774 | PMG Wealth Management, Inc. | $139M | Q1 2026 | 4/17/2026 | 59 |
| 8775 | Nalls Sherbakoff Group, LLC | $139M | Q4 2025 | 3/12/2026 | 442 |
| 8776 | Michels Family Financial, LLC | $139M | Q1 2026 | 4/24/2026 | 139 |
| 8777 | SEVEN MILE ADVISORY | $139M | Q1 2026 | 4/14/2026 | 182 |
| 8778 | Cogent Private Wealth, Inc. | $139M | Q1 2026 | 4/13/2026 | 98 |
| 8779 | RMR Capital Management, LLC | $138M | Q1 2026 | 5/20/2026 | 75 |
| 8780 | ATLANTIC FAMILY WEALTH, LLC | $138M | Q1 2026 | 5/8/2026 | 59 |
| 8781 | Garrison Asset Management, LLC | $138M | Q2 2014 | 8/8/2014 | 87 |
| 8782 | First Financial Group Corp | $138M | Q2 2026 | 7/15/2026 | 81 |
| 8783 | STONERIDGE INVESTMENT PARTNERS LLC | $138M | Q1 2026 | 5/6/2026 | 128 |
| 8784 | SIB LLC | $138M | Q2 2014 | 7/14/2014 | 26 |
| 8785 | DURANTE & WATERS, LLC | $138M | Q1 2026 | 5/6/2026 | 31 |
| 8786 | PLANWISER FINANCIAL, LLC | $138M | Q1 2026 | 5/12/2026 | 47 |
| 8787 | Renaissance Capital LLC | $138M | Q1 2026 | 5/7/2026 | 47 |
| 8788 | Lepercq De Neuflize Asset Management LLC | $138M | Q1 2026 | 5/12/2026 | 26 |
| 8789 | Winfield Associates, Inc. | $138M | Q2 2014 | 7/28/2014 | 310 |
| 8790 | West Oak Capital, LLC | $138M | Q2 2014 | 7/3/2014 | 311 |
| 8791 | HAVENS ADVISORS LLC | $138M | Q2 2014 | 7/16/2014 | 44 |
| 8792 | Geologic Resource Partners, LLC | $138M | Q1 2014 | 5/15/2014 | 15 |
| 8793 | Appalachian Capital Management Ltd | $138M | Q2 2026 | 7/21/2026 | 43 |
| 8794 | Factorial Partners, LLC | $138M | Q1 2026 | 5/13/2026 | 60 |
| 8795 | Cassilly Financial Group LLC | $138M | Q2 2026 | 7/15/2026 | 75 |
| 8796 | Tannin Capital LLC | $138M | Q1 2026 | 5/12/2026 | 152 |
| 8797 | Pine Brook Road Advisors, L.P. | $138M | Q1 2026 | 4/23/2026 | 1 |
| 8798 | STONE RUN CAPITAL, LLC | $138M | Q1 2014 | 5/14/2014 | 80 |
| 8799 | DEMMING FINANCIAL SERVICES CORP /ADV | $138M | Q1 2026 | 4/17/2026 | 37 |
| 8800 | Legion Partners Asset Management, LLC | $138M | Q1 2026 | 5/15/2026 | 6 |