Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8601 | Planning Strategies Inc. | $160M | Q2 2026 | 7/27/2026 | 1,068 |
| 8602 | Balanced Rock Investment Advisors LLC | $160M | Q2 2026 | 8/14/2026 | 102 |
| 8603 | CHARLEMAGNE CAPITAL LTD | $160M | Q2 2014 | 8/11/2014 | 21 |
| 8604 | Gibson Wealth Advisors LLC | $160M | Q2 2026 | 7/14/2026 | 30 |
| 8605 | HFG Advisors, Inc. | $160M | Q2 2026 | 8/7/2026 | 117 |
| 8606 | SLT Holdings LLC | $160M | Q2 2026 | 7/17/2026 | 150 |
| 8607 | STOLZ & ASSOCIATES, PS | $160M | Q2 2026 | 7/29/2026 | 32 |
| 8608 | CHARTIST INC /CA/ | $160M | Q2 2026 | 8/14/2026 | 21 |
| 8609 | EMORY UNIVERSITY | $160M | Q2 2026 | 8/10/2026 | 6 |
| 8610 | Wallace Hart LLC | $160M | Q2 2026 | 8/13/2026 | 45 |
| 8611 | Cogent Private Wealth, Inc. | $160M | Q2 2026 | 8/5/2026 | 117 |
| 8612 | Nvest Wealth Strategies, Inc. | $160M | Q2 2026 | 7/10/2026 | 353 |
| 8613 | Sellaronda Global Management LP | $160M | Q2 2026 | 8/13/2026 | 10 |
| 8614 | Gladwyn Financial Advisors, Inc. | $160M | Q2 2026 | 7/2/2026 | 82 |
| 8615 | Research Affiliates, LLC | $160M | Q3 2013 | 2/13/2014 | 16 |
| 8616 | Sterling Manor Financial, LLC | $160M | Q1 2026 | 4/10/2026 | 39 |
| 8617 | Benchmark Capital Advisors | $160M | Q2 2014 | 8/6/2014 | 130 |
| 8618 | waypoint wealth counsel | $160M | Q2 2026 | 8/4/2026 | 150 |
| 8619 | BAM Wealth Management, LLC | $160M | Q2 2026 | 7/14/2026 | 166 |
| 8620 | ALLIANZ INVESTMENT MANAGEMENT LLC | $160M | Q4 2025 | 2/11/2026 | 29 |
| 8621 | Systrade AG | $160M | Q2 2026 | 7/7/2026 | 14 |
| 8622 | WILLNER & HELLER, LLC | $160M | Q2 2026 | 7/7/2026 | 165 |
| 8623 | AMG Asset Management Group, Inc. | $160M | Q2 2026 | 7/29/2026 | 92 |
| 8624 | LDIC Inc. | $160M | Q2 2026 | 7/13/2026 | 25 |
| 8625 | Aubrey Capital Management Ltd | $160M | Q2 2026 | 7/28/2026 | 39 |
| 8626 | Avant Capital LLC | $160M | Q2 2026 | 8/12/2026 | 86 |
| 8627 | Kagan Cocozza Asset Management | $160M | Q2 2026 | 8/6/2026 | 67 |
| 8628 | Papamarkou Wellner Asset Management inc. | $159M | Q2 2026 | 8/14/2026 | 75 |
| 8629 | Sagace Wealth Management LLC | $159M | Q2 2026 | 8/3/2026 | 71 |
| 8630 | Clark & Stuart, Inc | $159M | Q2 2026 | 7/13/2026 | 57 |
| 8631 | Sloane Robinson LLP | $159M | Q2 2014 | 8/4/2014 | 14 |
| 8632 | Center for Wealth Management Advisory | $159M | Q2 2026 | 8/14/2026 | 62 |
| 8633 | Three Corner Global Investors LP | $159M | Q1 2014 | 5/14/2014 | 30 |
| 8634 | Round Hill Asset Management | $159M | Q2 2026 | 8/12/2026 | 62 |
| 8635 | ABS Direct Equity Fund LLC | $159M | Q2 2026 | 8/13/2026 | 111 |
| 8636 | ABS Investment Management LLC | $159M | Q2 2026 | 8/14/2026 | 111 |
| 8637 | Constant Guidance Financial LLC | $159M | Q2 2026 | 8/12/2026 | 67 |
| 8638 | TEXAS CAPITAL BANCSHARES INC/TX | $159M | Q2 2014 | 7/22/2014 | 148 |
| 8639 | Argosy-Lionbridge Management, LLC | $159M | Q2 2026 | 8/14/2026 | 20 |
| 8640 | 46 Peaks LLC | $159M | Q2 2026 | 8/4/2026 | 30 |
| 8641 | Opulen Financial Group LLC | $159M | Q2 2026 | 7/27/2026 | 116 |
| 8642 | SpringVest Wealth Management LLC | $159M | Q2 2026 | 7/22/2026 | 74 |
| 8643 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $159M | Q2 2026 | 8/14/2026 | 21 |
| 8644 | MARVIN & PALMER ASSOCIATES INC | $159M | Q2 2026 | 8/7/2026 | 28 |
| 8645 | JACOBS ASSET MANAGEMENT, LLC | $159M | Q2 2026 | 8/14/2026 | 23 |
| 8646 | JP Wealth Management, Inc. | $159M | Q2 2026 | 7/14/2026 | 14 |
| 8647 | Comprehensive Money Management Services LLC | $159M | Q2 2026 | 8/14/2026 | 200 |
| 8648 | Lakeside Advisors, INC. | $159M | Q2 2026 | 7/31/2026 | 65 |
| 8649 | Stanich Group LLC | $159M | Q2 2026 | 7/16/2026 | 52 |
| 8650 | Swisher Financial Concepts, Inc. | $159M | Q2 2026 | 8/6/2026 | 107 |
| 8651 | Blue Water Life Science Advisors, LP | $159M | Q2 2026 | 8/13/2026 | 9 |
| 8652 | Argyle Capital Partners, LLC | $159M | Q2 2026 | 8/7/2026 | 177 |
| 8653 | Cooksen Wealth, LLC | $159M | Q2 2026 | 7/30/2026 | 45 |
| 8654 | AGMAN CAPITAL LLC | $159M | Q2 2026 | 7/27/2026 | 19 |
| 8655 | TOWER TRUST Co | $159M | Q1 2014 | 5/8/2014 | 172 |
| 8656 | Overlook Investments LP | $159M | Q2 2026 | 8/4/2026 | 1 |
| 8657 | SLS MANAGEMENT LLC | $159M | Q1 2014 | 5/15/2014 | 17 |
| 8658 | Oppenheimer & Close, LLC | $159M | Q2 2026 | 8/12/2026 | 57 |
| 8659 | AGH Wealth Advisors, LLC | $158M | Q2 2026 | 7/22/2026 | 129 |
| 8660 | Bank & Trust Co | $158M | Q2 2026 | 7/10/2026 | 303 |
| 8661 | Virtus Fixed Income Advisers, LLC | $158M | Q2 2026 | 8/13/2026 | 85 |
| 8662 | Collaborative Capital Advisors LLC | $158M | Q2 2026 | 8/14/2026 | 83 |
| 8663 | Seek First Inc. | $158M | Q2 2026 | 7/28/2026 | 67 |
| 8664 | Flagship Capital Management Inc. | $158M | Q2 2026 | 7/21/2026 | 50 |
| 8665 | SUPERSTRING CAPITAL MANAGEMENT LP | $158M | Q2 2026 | 8/14/2026 | 32 |
| 8666 | AG Campbell Advisory, LLC | $158M | Q4 2025 | 3/11/2026 | 5 |
| 8667 | Schwallier Wealth Management LLC | $158M | Q2 2026 | 8/14/2026 | 69 |
| 8668 | Minerva Advisors LLC | $158M | Q2 2026 | 8/12/2026 | 46 |
| 8669 | Brightwater Advisory LLC | $158M | Q2 2026 | 8/7/2026 | 59 |
| 8670 | Kopion Asset Management, LLC | $158M | Q2 2026 | 7/6/2026 | 21 |
| 8671 | Kastel Capital Advisors, LLC | $158M | Q2 2026 | 7/9/2026 | 57 |
| 8672 | Covey Capital Advisors, LLC | $158M | Q1 2014 | 5/13/2014 | 48 |
| 8673 | Seed Wealth Management, Inc. | $158M | Q2 2026 | 7/27/2026 | 100 |
| 8674 | Clearview Wealth Advisors LLC | $158M | Q4 2025 | 2/17/2026 | 103 |
| 8675 | Ridgeline Wealth Planning, LLC | $158M | Q2 2026 | 7/24/2026 | 53 |
| 8676 | Centerpoint Advisory Group | $158M | Q2 2026 | 7/29/2026 | 117 |
| 8677 | Town Capital LLC | $158M | Q2 2026 | 7/27/2026 | 75 |
| 8678 | Aurora Private Wealth, Inc. | $158M | Q2 2026 | 7/21/2026 | 177 |
| 8679 | Lepercq De Neuflize Asset Management LLC | $158M | Q2 2026 | 8/13/2026 | 37 |
| 8680 | Blue Capital, Inc. | $158M | Q2 2026 | 8/11/2026 | 122 |
| 8681 | ADG Wealth Management Group, LLC | $158M | Q2 2026 | 7/27/2026 | 41 |
| 8682 | Sound Financial Strategies Group, LLC | $157M | Q2 2026 | 8/10/2026 | 121 |
| 8683 | CM Management, LLC | $157M | Q2 2026 | 8/13/2026 | 71 |
| 8684 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $157M | Q2 2026 | 7/23/2026 | 85 |
| 8685 | DEMMING FINANCIAL SERVICES CORP /ADV | $157M | Q2 2026 | 7/31/2026 | 41 |
| 8686 | Gagnon Advisors, LLC | $157M | Q2 2026 | 8/4/2026 | 23 |
| 8687 | Greenwich Investment Management, Inc. | $157M | Q1 2014 | 5/15/2014 | 36 |
| 8688 | Barrington Strategic Wealth Management Group LLC | $157M | Q2 2014 | 8/8/2014 | 103 |
| 8689 | ABBINGTON INVESTMENT GROUP | $157M | Q2 2026 | 7/31/2026 | 52 |
| 8690 | Bruce G. Allen Investments, LLC | $157M | Q2 2026 | 7/31/2026 | 1,037 |
| 8691 | Q Global Advisors, LLC | $157M | Q2 2026 | 8/14/2026 | 48 |
| 8692 | Penbrook Management LLC | $157M | Q2 2026 | 7/23/2026 | 101 |
| 8693 | Avantra Family Wealth, Inc. | $157M | Q2 2026 | 7/29/2026 | 165 |
| 8694 | Authentikos Wealth Advisory, LLC | $157M | Q2 2026 | 8/14/2026 | 72 |
| 8695 | Indices-Pac Research Corp. | $156M | Q1 2014 | 5/15/2014 | 198 |
| 8696 | MOSAIC FINANCIAL GROUP, LLC | $156M | Q2 2026 | 8/13/2026 | 134 |
| 8697 | Bayesian Capital Management, LP | $156M | Q2 2026 | 8/14/2026 | 223 |
| 8698 | Mork Capital Management, LLC | $156M | Q2 2026 | 8/14/2026 | 104 |
| 8699 | ATLANTIC FAMILY WEALTH, LLC | $156M | Q2 2026 | 8/4/2026 | 64 |
| 8700 | A. D. Beadell Investment Counsel, Inc. | $156M | Q2 2026 | 7/15/2026 | 104 |
| 8701 | Independence Trust CO | $156M | Q2 2014 | 7/15/2014 | 110 |
| 8702 | H Squared Management LP | $156M | Q2 2026 | 8/13/2026 | 15 |
| 8703 | FMA Wealth Management, LLC | $156M | Q2 2026 | 7/9/2026 | 42 |
| 8704 | FLAHERTY & CRUMRINE INC | $156M | Q1 2014 | 5/15/2014 | 10 |
| 8705 | Polaris Investment Advisors, LLC | $156M | Q2 2026 | 7/9/2026 | 78 |
| 8706 | CYRUS CAPITAL PARTNERS, L.P. | $156M | Q2 2026 | 8/14/2026 | 4 |
| 8707 | BANKERS TRUST CO | $156M | Q1 2014 | 5/15/2014 | 115 |
| 8708 | WLTH Capital Management, LLC | $156M | Q2 2026 | 7/9/2026 | 29 |
| 8709 | Allied Private Wealth LLC | $156M | Q2 2026 | 7/9/2026 | 906 |
| 8710 | Michels Family Financial, LLC | $156M | Q2 2026 | 8/14/2026 | 148 |
| 8711 | BlueMar Capital Management, LLC | $156M | Q1 2014 | 5/15/2014 | 29 |
| 8712 | Harpswell Capital Advisors, LLC | $156M | Q2 2026 | 8/5/2026 | 46 |
| 8713 | AlpenGlobal Capital LLC | $156M | Q2 2026 | 8/11/2026 | 35 |
| 8714 | Joel Adams & Associates, Inc. | $156M | Q2 2026 | 8/6/2026 | 68 |
| 8715 | APEIRON CAPITAL Ltd | $156M | Q2 2026 | 8/6/2026 | 14 |
| 8716 | Rare Wolf Capital LLC | $156M | Q2 2026 | 7/23/2026 | 120 |
| 8717 | Settian Capital LP | $156M | Q2 2026 | 8/5/2026 | 23 |
| 8718 | Bonfire Financial | $156M | Q2 2026 | 8/7/2026 | 60 |
| 8719 | Financial Life Planners | $156M | Q2 2026 | 7/21/2026 | 339 |
| 8720 | Renasant Bank | $156M | Q2 2026 | 8/11/2026 | 141 |
| 8721 | Clarendon Private LLC | $156M | Q2 2026 | 7/22/2026 | 124 |
| 8722 | Clearview Wealth Management LLC | $156M | Q2 2026 | 7/13/2026 | 62 |
| 8723 | GraniteShares Advisors LLC | $156M | Q2 2026 | 8/4/2026 | 90 |
| 8724 | Osmium Partners, LLC | $155M | Q1 2014 | 5/14/2014 | 20 |
| 8725 | Ipsen Advisor Group LLC | $155M | Q2 2026 | 7/29/2026 | 107 |
| 8726 | Morey & Quinn Wealth Partners, LLC | $155M | Q2 2026 | 7/27/2026 | 143 |
| 8727 | Summit Portfolio Management, LTD. | $155M | Q1 2026 | 4/30/2026 | 24 |
| 8728 | Spahn Wealth & Retirement LLC | $155M | Q2 2026 | 8/13/2026 | 38 |
| 8729 | Expect Equity LLC | $155M | Q2 2026 | 8/14/2026 | 65 |
| 8730 | PORTOLA GROUP INC /CA | $155M | Q4 2013 | 2/14/2014 | 83 |
| 8731 | CULTIVAR CAPITAL, INC. | $155M | Q2 2026 | 7/7/2026 | 40 |
| 8732 | VISA FOUNDATION | $155M | Q2 2026 | 8/6/2026 | 2 |
| 8733 | Rockbridge Asset Management LLC | $155M | Q2 2026 | 8/10/2026 | 31 |
| 8734 | Sugar Maple Asset Management, LLC | $155M | Q2 2026 | 7/28/2026 | 81 |
| 8735 | Caerus Global Investors LLC | $155M | Q1 2014 | 6/20/2014 | 39 |
| 8736 | GUARDIAN INVESTMENT MANAGEMENT | $155M | Q2 2026 | 7/17/2026 | 60 |
| 8737 | Aegis Wealth Management, Inc. | $155M | Q2 2026 | 7/16/2026 | 119 |
| 8738 | Bright Futures Wealth Management, LLC. | $155M | Q2 2026 | 7/24/2026 | 208 |
| 8739 | WHI TRUST Co LLC | $155M | Q2 2026 | 8/11/2026 | 59 |
| 8740 | Diversified Investment Strategies, LLC | $155M | Q2 2026 | 7/27/2026 | 52 |
| 8741 | Tide Cove Capital Partners LLC | $155M | Q2 2026 | 8/7/2026 | 13 |
| 8742 | Entruity Wealth, LLC | $155M | Q2 2026 | 8/13/2026 | 54 |
| 8743 | B. Riley Wealth Management, Inc. | $154M | Q2 2014 | 7/17/2014 | 1,144 |
| 8744 | Asset Planning,Inc | $154M | Q2 2026 | 7/27/2026 | 336 |
| 8745 | Outbound Financial Inc | $154M | Q2 2026 | 7/15/2026 | 45 |
| 8746 | Pathfinder Wealth Consulting, Inc. | $154M | Q1 2026 | 4/20/2026 | 163 |
| 8747 | North Forty Management, LLC | $154M | Q2 2014 | 7/28/2014 | 6 |
| 8748 | BLALOCK WILLIAMS, LLC | $154M | Q2 2026 | 8/7/2026 | 154 |
| 8749 | ENTRUST FINANCIAL LLC | $154M | Q2 2026 | 7/20/2026 | 445 |
| 8750 | Legacy Capital Partners, Inc. | $154M | Q2 2014 | 8/11/2014 | 117 |
| 8751 | M3 Wealth Management, LLC | $154M | Q2 2026 | 8/6/2026 | 35 |
| 8752 | Oasis Advisors, LLC | $154M | Q2 2026 | 7/30/2026 | 54 |
| 8753 | Greenhaven Road Investment Management, L.P. | $154M | Q2 2026 | 8/14/2026 | 17 |
| 8754 | Lionshead Wealth Management, LLC | $154M | Q2 2026 | 7/28/2026 | 112 |
| 8755 | MUSTICO FINANCIAL GROUP, INC. | $154M | Q2 2026 | 8/11/2026 | 49 |
| 8756 | LRT Capital Management, LLC | $154M | Q2 2026 | 8/14/2026 | 64 |
| 8757 | Maytree Asset Management Ltd | $154M | Q2 2026 | 8/5/2026 | 44 |
| 8758 | Creegan & Nassoura Financial Group, LLC | $154M | Q4 2025 | 2/17/2026 | 78 |
| 8759 | Macco Financial Group, Inc. | $154M | Q2 2026 | 8/7/2026 | 22 |
| 8760 | Hoese & Co LLP | $154M | Q2 2026 | 7/14/2026 | 183 |
| 8761 | Bluegrass Capital Partners LP | $154M | Q2 2026 | 8/14/2026 | 11 |
| 8762 | Safir Wealth Advisors, LLC | $154M | Q2 2026 | 7/9/2026 | 17 |
| 8763 | APERIMUS CAPITAL, LLC | $154M | Q2 2014 | 7/14/2014 | 3 |
| 8764 | SageOak Financial, LLC | $154M | Q2 2026 | 7/14/2026 | 37 |
| 8765 | ALLSTREET CAPITAL ADVISORS LLC | $154M | Q2 2026 | 7/28/2026 | 68 |
| 8766 | Anson Capital, Inc. | $154M | Q2 2026 | 7/29/2026 | 93 |
| 8767 | Genesis Financial Group, LLC | $154M | Q2 2026 | 8/14/2026 | 100 |
| 8768 | Orvieto Partners, L.P. | $154M | Q2 2026 | 8/13/2026 | 46 |
| 8769 | Illumine Investment Management, LLC | $154M | Q2 2026 | 7/29/2026 | 95 |
| 8770 | bLong Financial, LLC | $154M | Q2 2026 | 7/21/2026 | 80 |
| 8771 | Stillwater Private Wealth, LLC | $153M | Q2 2026 | 8/13/2026 | 83 |
| 8772 | MOUNT VERNON ASSOCIATES INC /MD/ | $153M | Q2 2026 | 7/24/2026 | 62 |
| 8773 | Persium Advisors, LLC | $153M | Q2 2026 | 8/6/2026 | 69 |
| 8774 | REDSTONE WEALTH MANAGEMENT, LLC | $153M | Q2 2026 | 7/15/2026 | 31 |
| 8775 | BROOKTREE CAPITAL MANAGEMENT | $153M | Q2 2026 | 8/5/2026 | 44 |
| 8776 | MUIRFIELD WEALTH ADVISORS LLC | $153M | Q2 2026 | 8/7/2026 | 87 |
| 8777 | FLOYD FINANCIAL GROUP LLC | $153M | Q2 2026 | 7/22/2026 | 65 |
| 8778 | PROSPERITY BANCSHARES INC | $153M | Q2 2026 | 8/14/2026 | 450 |
| 8779 | DiPaolo Financial Group, Inc. | $153M | Q2 2026 | 7/9/2026 | 47 |
| 8780 | ACT CAPITAL MANAGEMENT, LLC | $153M | Q2 2026 | 7/29/2026 | 62 |
| 8781 | DKM Wealth Management, Inc. | $153M | Q2 2026 | 7/30/2026 | 74 |
| 8782 | Capital Squared Financial LLC | $153M | Q2 2026 | 7/21/2026 | 87 |
| 8783 | Goldenstone Wealth Management LLC | $153M | Q2 2026 | 8/5/2026 | 76 |
| 8784 | SOLARIS ASSET MANAGEMENT LLC | $153M | Q2 2014 | 7/18/2014 | 203 |
| 8785 | Healthcare Value Capital, LLC | $153M | Q1 2014 | 5/13/2014 | 45 |
| 8786 | LANE BROTHERS & CO INC | $153M | Q2 2026 | 8/5/2026 | 95 |
| 8787 | Trace Wealth Advisors, LLC | $153M | Q2 2026 | 7/28/2026 | 69 |
| 8788 | ALLIUM FINANCIAL ADVISORS, LLC | $153M | Q2 2026 | 8/13/2026 | 80 |
| 8789 | State of Wisconsin - Board of Commissioners of Public Lands | $153M | Q2 2026 | 7/22/2026 | 6 |
| 8790 | Crestwood Capital Management, L.P. | $153M | Q2 2026 | 8/10/2026 | 16 |
| 8791 | DURANTE & WATERS, LLC | $153M | Q2 2026 | 8/10/2026 | 31 |
| 8792 | TOWERVIEW LLC | $152M | Q2 2026 | 8/4/2026 | 17 |
| 8793 | STONERIDGE INVESTMENT PARTNERS LLC | $152M | Q2 2026 | 8/6/2026 | 146 |
| 8794 | Horizons Wealth Management | $152M | Q1 2026 | 4/2/2026 | 170 |
| 8795 | Hedges Asset Management LLC | $152M | Q2 2026 | 7/27/2026 | 108 |
| 8796 | Madrid Wealth Management, LLC | $152M | Q2 2026 | 7/31/2026 | 70 |
| 8797 | Quintium Advisors, LLC | $152M | Q1 2014 | 5/8/2014 | 15 |
| 8798 | Nebula Capital Management, LP | $152M | Q2 2014 | 7/8/2014 | 26 |
| 8799 | COHEN LAWRENCE B | $152M | Q2 2014 | 7/2/2014 | 71 |
| 8800 | Caldwell Investment Management Ltd. | $152M | Q2 2026 | 8/11/2026 | 33 |