Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8601 | Murphy & Mullick Capital Management Corp | $139M | Q4 2025 | 2/10/2026 | 839 |
| 8602 | Lakehouse Capital Pty Ltd | $139M | Q4 2025 | 1/27/2026 | 13 |
| 8603 | Nalls Sherbakoff Group, LLC | $139M | Q4 2025 | 3/12/2026 | 442 |
| 8604 | Persium Advisors, LLC | $139M | Q4 2025 | 1/21/2026 | 62 |
| 8605 | Leibman Financial Services, Inc. | $139M | Q4 2025 | 1/6/2026 | 51 |
| 8606 | Clayton Partners LLC | $138M | Q4 2025 | 2/17/2026 | 38 |
| 8607 | Trace Wealth Advisors, LLC | $138M | Q4 2025 | 2/12/2026 | 70 |
| 8608 | Garrison Asset Management, LLC | $138M | Q2 2014 | 8/8/2014 | 87 |
| 8609 | Beartown Capital Management, LLC | $138M | Q4 2025 | 2/18/2026 | 43 |
| 8610 | Polaris Investment Advisors, LLC | $138M | Q4 2025 | 1/15/2026 | 73 |
| 8611 | DIAMANT ASSET MANAGEMENT, INC. | $138M | Q4 2025 | 2/6/2026 | 71 |
| 8612 | BAM Wealth Management, LLC | $138M | Q4 2025 | 1/20/2026 | 158 |
| 8613 | Elser Financial Planning, Inc | $138M | Q4 2025 | 1/15/2026 | 80 |
| 8614 | IDG China Venture Capital Fund V Associates L.P. | $138M | Q4 2025 | 2/13/2026 | 1 |
| 8615 | SIB LLC | $138M | Q2 2014 | 7/14/2014 | 26 |
| 8616 | LANE BROTHERS & CO INC | $138M | Q4 2025 | 3/13/2026 | 83 |
| 8617 | SageOak Financial, LLC | $138M | Q4 2025 | 2/13/2026 | 33 |
| 8618 | REICON WEALTH ADVISORS, LLC | $138M | Q4 2025 | 1/30/2026 | 59 |
| 8619 | Oder Investment Management, LLC | $138M | Q4 2025 | 2/12/2026 | 100 |
| 8620 | Slocum, Gordon & Co LLP | $138M | Q4 2025 | 1/26/2026 | 60 |
| 8621 | HFG Advisors, Inc. | $138M | Q4 2025 | 2/13/2026 | 110 |
| 8622 | TOWERVIEW LLC | $138M | Q4 2025 | 2/4/2026 | 16 |
| 8623 | Winfield Associates, Inc. | $138M | Q2 2014 | 7/28/2014 | 310 |
| 8624 | West Oak Capital, LLC | $138M | Q2 2014 | 7/3/2014 | 311 |
| 8625 | HAVENS ADVISORS LLC | $138M | Q2 2014 | 7/16/2014 | 44 |
| 8626 | Geologic Resource Partners, LLC | $138M | Q1 2014 | 5/15/2014 | 15 |
| 8627 | Avantra Family Wealth, Inc. | $138M | Q4 2025 | 1/21/2026 | 157 |
| 8628 | Grand Central Investment Group | $138M | Q4 2025 | 2/18/2026 | 43 |
| 8629 | STONE RUN CAPITAL, LLC | $138M | Q1 2014 | 5/14/2014 | 80 |
| 8630 | swisspartners Advisors Ltd | $138M | Q4 2025 | 2/4/2026 | 23 |
| 8631 | Summit Financial Consulting LLC | $138M | Q4 2025 | 1/23/2026 | 43 |
| 8632 | SUMMER ROAD LLC | $138M | Q4 2025 | 2/11/2026 | 21 |
| 8633 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $138M | Q4 2025 | 2/10/2026 | 87 |
| 8634 | OEP CAPITAL ADVISORS, L.P. | $138M | Q4 2025 | 2/12/2026 | 1 |
| 8635 | M28 Capital Management LP | $138M | Q4 2025 | 2/13/2026 | 9 |
| 8636 | Wolf Group Capital Advisors | $138M | Q2 2014 | 8/8/2014 | 96 |
| 8637 | Anson Capital, Inc. | $137M | Q4 2025 | 2/4/2026 | 85 |
| 8638 | Grand Alliance Asset Management Ltd | $137M | Q4 2025 | 2/17/2026 | 11 |
| 8639 | Mendota Financial Group, LLC | $137M | Q4 2025 | 1/20/2026 | 100 |
| 8640 | Veritas Investment Management (UK) Ltd | $137M | Q2 2014 | 8/11/2014 | 59 |
| 8641 | RoundAngle Advisors LLC | $137M | Q4 2025 | 1/12/2026 | 59 |
| 8642 | Welch Financial Planning, LLC | $137M | Q4 2025 | 2/2/2026 | 60 |
| 8643 | Wall Street Financial Group, Inc. | $137M | Q4 2025 | 1/16/2026 | 96 |
| 8644 | Opulen Financial Group LLC | $137M | Q4 2025 | 2/10/2026 | 108 |
| 8645 | Illumine Investment Management, LLC | $137M | Q4 2025 | 2/9/2026 | 91 |
| 8646 | Innovative Wealth Building LLC | $137M | Q4 2025 | 2/17/2026 | 61 |
| 8647 | Institutional Venture Management XIII, LLC | $137M | Q2 2014 | 8/11/2014 | 5 |
| 8648 | J2 Capital Management Inc | $137M | Q4 2025 | 1/20/2026 | 119 |
| 8649 | MIDWEST INVESTMENT MANAGEMENT LLC | $137M | Q2 2014 | 8/6/2014 | 57 |
| 8650 | FS Capital Partners V, LLC | $137M | Q2 2014 | 7/31/2014 | 1 |
| 8651 | Capstone Wealth Management, LLC | $137M | Q4 2025 | 1/20/2026 | 48 |
| 8652 | Stonepine Capital Management, LLC | $137M | Q4 2025 | 2/13/2026 | 66 |
| 8653 | Eagle Bay Advisors LLC | $137M | Q4 2025 | 1/23/2026 | 257 |
| 8654 | Paladin Advisory Group, LLC | $137M | Q4 2025 | 1/21/2026 | 245 |
| 8655 | Argyle Capital Partners, LLC | $137M | Q4 2025 | 2/17/2026 | 157 |
| 8656 | South Shore Capital Advisors | $137M | Q4 2025 | 1/21/2026 | 136 |
| 8657 | Kore Advisors LP | $137M | Q4 2025 | 2/13/2026 | 16 |
| 8658 | Canaan Partners XI LLC | $137M | Q4 2025 | 2/13/2026 | 4 |
| 8659 | Cooksen Wealth, LLC | $137M | Q4 2025 | 1/20/2026 | 45 |
| 8660 | MENLO ADVISORS LLC | $137M | Q2 2014 | 7/16/2014 | 35 |
| 8661 | Chapman Investment Management, LLC | $137M | Q4 2025 | 2/4/2026 | 27 |
| 8662 | White Knight Strategic Wealth Advisors, LLC | $137M | Q4 2025 | 2/20/2026 | 89 |
| 8663 | WFA of San Diego, LLC | $137M | Q4 2025 | 2/17/2026 | 401 |
| 8664 | Compass Financial Group, Inc. (Ohio) | $137M | Q4 2025 | 3/4/2026 | 47 |
| 8665 | Barings Real Estate Advisers LLC | $137M | Q2 2014 | 8/11/2014 | 49 |
| 8666 | MORGENS WATERFALL VINTIADIS & CO INC | $137M | Q4 2025 | 2/17/2026 | 23 |
| 8667 | RIK SAYLOR FINANCIAL, INC. | $136M | Q4 2025 | 2/12/2026 | 83 |
| 8668 | PMG Wealth Management, Inc. | $136M | Q4 2025 | 1/23/2026 | 56 |
| 8669 | R.H. Dinel Investment Counsel, Inc. | $136M | Q4 2025 | 1/14/2026 | 40 |
| 8670 | Wildcat Capital Management, LLC | $136M | Q4 2025 | 2/3/2026 | 3 |
| 8671 | 46 Peaks LLC | $136M | Q4 2025 | 2/26/2026 | 24 |
| 8672 | MUIRFIELD WEALTH ADVISORS LLC | $136M | Q4 2025 | 2/6/2026 | 75 |
| 8673 | Nvest Wealth Strategies, Inc. | $136M | Q4 2025 | 1/28/2026 | 216 |
| 8674 | Sierra Legacy Group | $136M | Q4 2025 | 1/20/2026 | 72 |
| 8675 | MJT & Associates Financial Advisory Group, Inc. | $136M | Q1 2026 | 4/2/2026 | 442 |
| 8676 | Michels Family Financial, LLC | $136M | Q4 2025 | 2/19/2026 | 136 |
| 8677 | Haven Global Partners, LLC | $136M | Q4 2025 | 1/26/2026 | 10 |
| 8678 | Jolley Asset Management, LLC | $136M | Q2 2014 | 7/22/2014 | 124 |
| 8679 | Redpoint Management, LLC | $136M | Q4 2025 | 2/17/2026 | 3 |
| 8680 | Axos Invest Inc. | $136M | Q4 2025 | 1/23/2026 | 22 |
| 8681 | Pollock Investment Advisors, LLC | $136M | Q4 2025 | 2/12/2026 | 40 |
| 8682 | RAIFF PARTNERS INC | $136M | Q1 2014 | 5/14/2014 | 30 |
| 8683 | Kennondale Capital Management LLC | $136M | Q4 2025 | 2/13/2026 | 83 |
| 8684 | Barrier Capital Management, LLC | $136M | Q4 2025 | 2/13/2026 | 15 |
| 8685 | Seneschal Advisors, LLC | $136M | Q4 2025 | 2/13/2026 | 590 |
| 8686 | Vantus Wealth LLC | $136M | Q4 2025 | 2/10/2026 | 196 |
| 8687 | Accuvest Global Advisors | $136M | Q4 2025 | 2/11/2026 | 75 |
| 8688 | LITTLEJOHN FINANCIAL SERVICES, INC. | $136M | Q4 2025 | 2/5/2026 | 58 |
| 8689 | Soapstone Management L.P. | $136M | Q4 2025 | 2/17/2026 | 13 |
| 8690 | Amber Capital Management LP | $136M | Q1 2014 | 5/15/2014 | 5 |
| 8691 | Wallace Hart LLC | $136M | Q4 2025 | 2/17/2026 | 58 |
| 8692 | Spartan Planning & Wealth Management | $136M | Q4 2025 | 1/8/2026 | 79 |
| 8693 | Networth Advisors, LLC | $135M | Q4 2025 | 1/22/2026 | 385 |
| 8694 | FORTRESS FINANCIAL GROUP, LLC | $135M | Q4 2025 | 1/23/2026 | 81 |
| 8695 | Clearwave Capital, LLC | $135M | Q4 2025 | 3/2/2026 | 138 |
| 8696 | B Group, Inc. | $135M | Q4 2025 | 2/17/2026 | 16 |
| 8697 | Womack Financial LLC | $135M | Q4 2025 | 2/10/2026 | 66 |
| 8698 | WINNOW WEALTH LLC | $135M | Q4 2025 | 2/11/2026 | 589 |
| 8699 | Platt Investment Counsel, LLC | $135M | Q4 2025 | 1/7/2026 | 12 |
| 8700 | CVS HEALTH Corp | $135M | Q4 2025 | 2/13/2026 | 9 |
| 8701 | Schrum Private Wealth Management LLC | $135M | Q4 2025 | 2/17/2026 | 122 |
| 8702 | EMG Holdings, L.P. | $135M | Q4 2025 | 2/17/2026 | 27 |
| 8703 | Kampmann Melissa S. | $135M | Q4 2025 | 1/26/2026 | 41 |
| 8704 | Bright Futures Wealth Management, LLC. | $135M | Q4 2025 | 2/5/2026 | 162 |
| 8705 | ISZO CAPITAL LP | $135M | Q4 2013 | 2/14/2014 | 10 |
| 8706 | Key Colony Management, LLC | $135M | Q1 2014 | 5/15/2014 | 18 |
| 8707 | Cushing Capital Partners, LLC | $135M | Q4 2025 | 1/14/2026 | 88 |
| 8708 | Global Trust Wealth Management LLC | $135M | Q4 2025 | 1/28/2026 | 85 |
| 8709 | Private Ocean, LLC | $135M | Q2 2014 | 7/30/2014 | 218 |
| 8710 | Trutina Financial LLC | $135M | Q1 2014 | 5/5/2014 | 343 |
| 8711 | Maytree Asset Management Ltd | $135M | Q4 2025 | 2/3/2026 | 17 |
| 8712 | Total Wealth Planning & Management, Inc. | $135M | Q4 2025 | 2/11/2026 | 212 |
| 8713 | Guild Investment Management, Inc. | $135M | Q4 2025 | 1/21/2026 | 49 |
| 8714 | Dalton Investments, Inc. | $135M | Q4 2025 | 2/12/2026 | 19 |
| 8715 | CAMELOT TECHNOLOGY ADVISORS, INC. | $135M | Q4 2025 | 1/14/2026 | 57 |
| 8716 | WPG Advisers, LLC | $135M | Q4 2025 | 1/28/2026 | 1,477 |
| 8717 | PacWest Financial Management Inc | $135M | Q2 2014 | 7/24/2014 | 88 |
| 8718 | Lauer Wealth, LLC | $135M | Q4 2025 | 1/12/2026 | 63 |
| 8719 | ENTRUST FINANCIAL LLC | $135M | Q4 2025 | 2/6/2026 | 420 |
| 8720 | PETERSON WEALTH MANAGEMENT | $135M | Q4 2025 | 2/4/2026 | 41 |
| 8721 | FLAX POND CAPITAL, LLC | $135M | Q4 2025 | 3/9/2026 | 51 |
| 8722 | KIDS CAPITAL MANAGEMENT, L.P. | $134M | Q4 2025 | 2/13/2026 | 13 |
| 8723 | Hamrick Investment Counsel, llc | $134M | Q4 2025 | 3/31/2026 | 184 |
| 8724 | STEINBERG ASSET MANAGEMENT LLC | $134M | Q4 2025 | 2/17/2026 | 40 |
| 8725 | MAGNOLIA CAPITAL MANAGEMENT LTD | $134M | Q4 2025 | 1/27/2026 | 75 |
| 8726 | FARLEY CAPITAL L.P. | $134M | Q4 2025 | 2/13/2026 | 17 |
| 8727 | Lesa Sroufe & Co | $134M | Q4 2025 | 1/22/2026 | 69 |
| 8728 | Lubar & Co., Inc | $134M | Q4 2025 | 2/3/2026 | 3 |
| 8729 | HALLSTATT ADVISORS L.P. | $134M | Q4 2025 | 2/10/2026 | 16 |
| 8730 | Eddie Patel Inc | $134M | Q4 2025 | 2/17/2026 | 104 |
| 8731 | Bayforest Capital Ltd | $134M | Q4 2025 | 1/27/2026 | 778 |
| 8732 | Mascagni Wealth Management, Inc. | $134M | Q4 2025 | 2/11/2026 | 126 |
| 8733 | GRATIA CAPITAL, LLC | $134M | Q4 2025 | 2/17/2026 | 31 |
| 8734 | WORLDLY PARTNERS MANAGEMENT, LLC | $134M | Q4 2025 | 2/13/2026 | 3 |
| 8735 | Kistler-Tiffany Companies, LLC | $134M | Q1 2014 | 5/13/2014 | 579 |
| 8736 | Triveni Capital Investments LP | $134M | Q4 2025 | 2/17/2026 | 16 |
| 8737 | DKM Wealth Management, Inc. | $134M | Q4 2025 | 1/12/2026 | 75 |
| 8738 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $134M | Q4 2025 | 2/20/2026 | 15 |
| 8739 | FIRST COMMUNITY TRUST NA | $134M | Q4 2025 | 1/16/2026 | 352 |
| 8740 | Hudson Executive Capital LP | $134M | Q4 2025 | 2/17/2026 | 2 |
| 8741 | Woodside Wealth Management LLC | $134M | Q4 2025 | 1/30/2026 | 83 |
| 8742 | Bonfire Financial | $134M | Q4 2025 | 1/27/2026 | 58 |
| 8743 | Privium Fund Management (UK) Ltd | $134M | Q4 2025 | 2/3/2026 | 7 |
| 8744 | ADW Capital Management, LLC | $134M | Q4 2025 | 2/17/2026 | 5 |
| 8745 | BROADWATER CAPITAL MANAGEMENT LLC | $134M | Q4 2025 | 2/3/2026 | 211 |
| 8746 | White & Co Financial Planning Inc | $134M | Q4 2025 | 1/20/2026 | 19 |
| 8747 | Themes Management Co LLC | $134M | Q4 2025 | 2/9/2026 | 141 |
| 8748 | BURR FINANCIAL SERVICES, LLC | $134M | Q4 2025 | 2/3/2026 | 26 |
| 8749 | Goldenstone Wealth Management LLC | $134M | Q4 2025 | 2/6/2026 | 84 |
| 8750 | PLANWISER FINANCIAL, LLC | $134M | Q4 2025 | 2/13/2026 | 47 |
| 8751 | GRIZZLYROCK CAPITAL, LLC | $134M | Q4 2025 | 2/17/2026 | 22 |
| 8752 | CFO CAPITAL MANAGEMENT LLC | $133M | Q4 2025 | 3/2/2026 | 110 |
| 8753 | Value Base Ltd. | $133M | Q4 2025 | 2/9/2026 | 8 |
| 8754 | Meditor Group Ltd | $133M | Q2 2014 | 7/8/2014 | 3 |
| 8755 | Sage Investment Advisers LLC | $133M | Q4 2025 | 2/10/2026 | 86 |
| 8756 | Orcam Financial Group | $133M | Q4 2025 | 2/6/2026 | 58 |
| 8757 | Intrinsic Value Partners, LLC | $133M | Q4 2025 | 1/21/2026 | 69 |
| 8758 | RAFFLES ASSOCIATES LP | $133M | Q4 2025 | 2/17/2026 | 54 |
| 8759 | Dorato Capital Management | $133M | Q4 2025 | 1/16/2026 | 256 |
| 8760 | Collier Financial | $133M | Q4 2025 | 2/12/2026 | 130 |
| 8761 | AGH Wealth Advisors, LLC | $133M | Q4 2025 | 2/4/2026 | 115 |
| 8762 | Gilbert Capital Group, Inc. | $133M | Q4 2025 | 1/23/2026 | 53 |
| 8763 | Lionshead Wealth Management, LLC | $133M | Q4 2025 | 1/13/2026 | 106 |
| 8764 | Westwood Wealth Management | $133M | Q4 2025 | 1/20/2026 | 106 |
| 8765 | Joel Adams & Associates, Inc. | $133M | Q4 2025 | 1/27/2026 | 63 |
| 8766 | Legacy Advisory Services, LLC | $133M | Q4 2025 | 1/23/2026 | 50 |
| 8767 | DEMMING FINANCIAL SERVICES CORP /ADV | $133M | Q4 2025 | 3/12/2026 | 35 |
| 8768 | Lexington Hill Partners, LLC | $133M | Q4 2025 | 2/19/2026 | 67 |
| 8769 | Farnam Financial LLC | $133M | Q4 2025 | 1/26/2026 | 53 |
| 8770 | Williams & Novak, LLC | $133M | Q4 2025 | 2/5/2026 | 141 |
| 8771 | Topor & Co. Korea | $133M | Q4 2025 | 2/26/2026 | 15 |
| 8772 | RAINIER FAMILY WEALTH INC | $133M | Q4 2025 | 1/20/2026 | 91 |
| 8773 | Somerset Group LLC | $133M | Q4 2025 | 2/12/2026 | 60 |
| 8774 | Sunrise Financial Services, LLC | $133M | Q4 2025 | 2/11/2026 | 532 |
| 8775 | FIRST CITIZENS BANCORPORATION INC | $133M | Q2 2014 | 7/16/2014 | 104 |
| 8776 | Stanich Group LLC | $133M | Q4 2025 | 1/23/2026 | 47 |
| 8777 | Boreal Capital Management LLC | $133M | Q4 2025 | 2/17/2026 | 515 |
| 8778 | Fairway Financial, LLC | $132M | Q4 2025 | 2/4/2026 | 22 |
| 8779 | ATLANTIC FAMILY WEALTH, LLC | $132M | Q4 2025 | 2/12/2026 | 55 |
| 8780 | Royal Capital Management, LLC | $132M | Q1 2014 | 5/15/2014 | 19 |
| 8781 | Longer Investments Inc. | $132M | Q2 2014 | 7/29/2014 | 44 |
| 8782 | Virtus Fixed Income Advisers, LLC | $132M | Q4 2025 | 2/12/2026 | 23 |
| 8783 | Crabel Capital Management, LLC | $132M | Q4 2025 | 2/17/2026 | 48 |
| 8784 | TWIN CITY PRIVATE WEALTH, LLC | $132M | Q4 2025 | 2/13/2026 | 94 |
| 8785 | Nicholson Meyer Capital Management, Inc. | $132M | Q4 2025 | 1/28/2026 | 44 |
| 8786 | Fox Point Capital Management LLC | $132M | Q1 2014 | 5/14/2014 | 23 |
| 8787 | Katamaran Capital LLP | $132M | Q4 2025 | 2/4/2026 | 34 |
| 8788 | ADG Wealth Management Group, LLC | $132M | Q4 2025 | 1/15/2026 | 41 |
| 8789 | REXFORD CAPITAL INC | $132M | Q4 2025 | 2/17/2026 | 275 |
| 8790 | Sincerus Advisory, LLC | $132M | Q1 2026 | 4/6/2026 | 76 |
| 8791 | FIFTH LANE CAPITAL, LP | $132M | Q4 2025 | 2/13/2026 | 118 |
| 8792 | BISLETT MANAGEMENT, LLC | $132M | Q4 2025 | 2/17/2026 | 17 |
| 8793 | Gaddis Premier Wealth Advisors LLC | $132M | Q4 2025 | 2/11/2026 | 82 |
| 8794 | CFC Planning Co LLC | $132M | Q4 2025 | 1/30/2026 | 72 |
| 8795 | Shade Tree Advisors LLC | $132M | Q4 2025 | 2/4/2026 | 40 |
| 8796 | Mountain Lake Investment Management LLC | $132M | Q4 2025 | 2/17/2026 | 23 |
| 8797 | FIDUCIARY ADVISORS, INC. | $131M | Q4 2025 | 1/27/2026 | 125 |
| 8798 | Cogent Private Wealth, Inc. | $131M | Q4 2025 | 2/10/2026 | 98 |
| 8799 | Andrew Hill Investment Advisors, Inc. | $131M | Q4 2025 | 1/23/2026 | 47 |
| 8800 | Niles Investment Management, LLC | $131M | Q4 2025 | 2/13/2026 | 20 |