Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8601 | Petros Family Wealth, LLC | $140M | Q1 2026 | 4/24/2026 | 131 |
| 8602 | Parkside Advisors LLC | $140M | Q2 2014 | 7/9/2014 | 31 |
| 8603 | REXFORD CAPITAL INC | $140M | Q1 2026 | 4/23/2026 | 316 |
| 8604 | CFC Planning Co LLC | $140M | Q1 2026 | 4/24/2026 | 72 |
| 8605 | J Digital 6 LLC | $140M | Q1 2026 | 5/14/2026 | 2 |
| 8606 | WealthTrak Capital Management LLC | $140M | Q1 2026 | 5/12/2026 | 80 |
| 8607 | Northwest Wealth Advisors, LLC | $140M | Q1 2026 | 4/29/2026 | 64 |
| 8608 | SUPERSTRING CAPITAL MANAGEMENT LP | $140M | Q1 2026 | 5/14/2026 | 35 |
| 8609 | HAMILTON LANE ADVISORS LLC | $140M | Q1 2026 | 4/8/2026 | 20 |
| 8610 | Guild Investment Management, Inc. | $140M | Q1 2026 | 4/20/2026 | 47 |
| 8611 | STONE LOFT WEALTH MANAGEMENT LLC | $140M | Q1 2026 | 5/8/2026 | 29 |
| 8612 | Crocodile Capital Partners GmbH | $140M | Q1 2026 | 4/9/2026 | 12 |
| 8613 | CHAPMAN FINANCIAL GROUP, LLC | $140M | Q1 2026 | 5/12/2026 | 265 |
| 8614 | Granite Point Capital Management, L.P. | $140M | Q1 2014 | 5/14/2014 | 102 |
| 8615 | Summit Financial Consulting LLC | $140M | Q1 2026 | 4/10/2026 | 41 |
| 8616 | 734 Agriculture, LLC | $140M | Q1 2014 | 5/15/2014 | 1 |
| 8617 | Ridgeline Wealth, LLC | $140M | Q1 2026 | 4/15/2026 | 52 |
| 8618 | Shade Tree Advisors LLC | $140M | Q1 2026 | 5/12/2026 | 27 |
| 8619 | Quantitative Systematic Strategies LLC | $139M | Q2 2014 | 7/14/2014 | 242 |
| 8620 | KG Capital Management | $139M | Q1 2026 | 4/22/2026 | 123 |
| 8621 | Rolek Wealth Management LLC | $139M | Q1 2026 | 4/22/2026 | 22 |
| 8622 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $139M | Q1 2026 | 5/5/2026 | 37 |
| 8623 | FOREFRONT WEALTH MANAGEMENT INC. | $139M | Q4 2025 | 1/23/2026 | 71 |
| 8624 | LANDMARK INVESTMENT PARTNERS, L.P. | $139M | Q1 2026 | 5/15/2026 | 30 |
| 8625 | Black Cypress Capital Management, LLC | $139M | Q1 2026 | 5/13/2026 | 31 |
| 8626 | CHARTIST INC /CA/ | $139M | Q1 2026 | 5/14/2026 | 20 |
| 8627 | Del Mar Asset Management, LP | $139M | Q1 2014 | 5/13/2014 | 39 |
| 8628 | Buckley Capital Advisors, LLC | $139M | Q1 2026 | 5/15/2026 | 15 |
| 8629 | Charter Oak Partners Management, L.P. | $139M | Q1 2014 | 5/14/2014 | 28 |
| 8630 | Welch Financial Planning, LLC | $139M | Q1 2026 | 4/21/2026 | 67 |
| 8631 | Marathon Strategic Advisors, LLC | $139M | Q1 2026 | 4/15/2026 | 52 |
| 8632 | EIG Asset Management, LLC | $139M | Q4 2025 | 2/12/2026 | 1 |
| 8633 | Noven Financial Group, Inc. | $139M | Q2 2014 | 8/8/2014 | 35 |
| 8634 | Center for Wealth Management Advisory | $139M | Q1 2026 | 4/24/2026 | 62 |
| 8635 | Argyle Capital Partners, LLC | $139M | Q1 2026 | 5/7/2026 | 160 |
| 8636 | GraniteShares Advisors LLC | $139M | Q1 2026 | 4/23/2026 | 90 |
| 8637 | Stillwater Investment Management, LLC | $139M | Q2 2014 | 7/7/2014 | 69 |
| 8638 | Bluegrass Capital Partners LP | $139M | Q1 2026 | 5/13/2026 | 10 |
| 8639 | Kennondale Capital Management LLC | $139M | Q1 2026 | 5/11/2026 | 78 |
| 8640 | Parvin Asset Management, LLC | $139M | Q1 2026 | 5/15/2026 | 310 |
| 8641 | DKM Wealth Management, Inc. | $139M | Q1 2026 | 4/10/2026 | 77 |
| 8642 | CHESAPEAKE CAPITAL CORP /IL/ | $139M | Q1 2026 | 5/7/2026 | 156 |
| 8643 | Seelaus Asset Management LLC | $139M | Q1 2026 | 4/29/2026 | 203 |
| 8644 | PMG Wealth Management, Inc. | $139M | Q1 2026 | 4/17/2026 | 59 |
| 8645 | Nalls Sherbakoff Group, LLC | $139M | Q4 2025 | 3/12/2026 | 442 |
| 8646 | Michels Family Financial, LLC | $139M | Q1 2026 | 4/24/2026 | 139 |
| 8647 | SEVEN MILE ADVISORY | $139M | Q1 2026 | 4/14/2026 | 182 |
| 8648 | WORMSER FRERES GESTION | $139M | Q1 2026 | 4/15/2026 | 42 |
| 8649 | Cogent Private Wealth, Inc. | $139M | Q1 2026 | 4/13/2026 | 98 |
| 8650 | RMR Capital Management, LLC | $138M | Q1 2026 | 5/20/2026 | 75 |
| 8651 | ATLANTIC FAMILY WEALTH, LLC | $138M | Q1 2026 | 5/8/2026 | 59 |
| 8652 | Garrison Asset Management, LLC | $138M | Q2 2014 | 8/8/2014 | 87 |
| 8653 | Koa Wealth Management, LLC | $138M | Q1 2026 | 4/29/2026 | 56 |
| 8654 | STONERIDGE INVESTMENT PARTNERS LLC | $138M | Q1 2026 | 5/6/2026 | 128 |
| 8655 | Safir Wealth Advisors, LLC | $138M | Q1 2026 | 4/8/2026 | 19 |
| 8656 | SIB LLC | $138M | Q2 2014 | 7/14/2014 | 26 |
| 8657 | DURANTE & WATERS, LLC | $138M | Q1 2026 | 5/6/2026 | 31 |
| 8658 | PLANWISER FINANCIAL, LLC | $138M | Q1 2026 | 5/12/2026 | 47 |
| 8659 | Renaissance Capital LLC | $138M | Q1 2026 | 5/7/2026 | 47 |
| 8660 | PartnerRe Asset Management CORP | $138M | Q1 2026 | 4/10/2026 | 2 |
| 8661 | Prota Financial, LLC | $138M | Q1 2026 | 4/9/2026 | 67 |
| 8662 | Lepercq De Neuflize Asset Management LLC | $138M | Q1 2026 | 5/12/2026 | 26 |
| 8663 | Winfield Associates, Inc. | $138M | Q2 2014 | 7/28/2014 | 310 |
| 8664 | West Oak Capital, LLC | $138M | Q2 2014 | 7/3/2014 | 311 |
| 8665 | CAMELOT TECHNOLOGY ADVISORS, INC. | $138M | Q1 2026 | 4/9/2026 | 59 |
| 8666 | HAVENS ADVISORS LLC | $138M | Q2 2014 | 7/16/2014 | 44 |
| 8667 | Geologic Resource Partners, LLC | $138M | Q1 2014 | 5/15/2014 | 15 |
| 8668 | Factorial Partners, LLC | $138M | Q1 2026 | 5/13/2026 | 60 |
| 8669 | Tannin Capital LLC | $138M | Q1 2026 | 5/12/2026 | 152 |
| 8670 | Pine Brook Road Advisors, L.P. | $138M | Q1 2026 | 4/23/2026 | 1 |
| 8671 | STONE RUN CAPITAL, LLC | $138M | Q1 2014 | 5/14/2014 | 80 |
| 8672 | DEMMING FINANCIAL SERVICES CORP /ADV | $138M | Q1 2026 | 4/17/2026 | 37 |
| 8673 | Legion Partners Asset Management, LLC | $138M | Q1 2026 | 5/15/2026 | 6 |
| 8674 | Cria, Inc. | $138M | Q1 2026 | 5/15/2026 | 2 |
| 8675 | Arsenal Capital Advisors LLC | $138M | Q1 2026 | 5/7/2026 | 98 |
| 8676 | LSP Investment Advisors, LLC | $138M | Q1 2026 | 5/15/2026 | 19 |
| 8677 | Cooksen Wealth, LLC | $138M | Q1 2026 | 4/30/2026 | 45 |
| 8678 | Rubicon Founders LLC | $138M | Q1 2026 | 5/15/2026 | 3 |
| 8679 | Clayton Partners LLC | $138M | Q1 2026 | 5/15/2026 | 38 |
| 8680 | Octahedron Capital Management L.P. | $138M | Q1 2026 | 5/15/2026 | 18 |
| 8681 | K2 Financial Inc. | $138M | Q1 2026 | 4/28/2026 | 59 |
| 8682 | Wolf Group Capital Advisors | $138M | Q2 2014 | 8/8/2014 | 96 |
| 8683 | Flight Deck Capital, LP | $137M | Q1 2026 | 5/15/2026 | 10 |
| 8684 | Goldenstone Wealth Management LLC | $137M | Q1 2026 | 5/8/2026 | 89 |
| 8685 | AI-Squared Management Ltd | $137M | Q1 2026 | 5/12/2026 | 19 |
| 8686 | DiPaolo Financial Group, Inc. | $137M | Q1 2026 | 4/23/2026 | 45 |
| 8687 | Veritas Investment Management (UK) Ltd | $137M | Q2 2014 | 8/11/2014 | 59 |
| 8688 | 46 Peaks LLC | $137M | Q1 2026 | 5/1/2026 | 21 |
| 8689 | DIAMANT ASSET MANAGEMENT, INC. | $137M | Q1 2026 | 4/22/2026 | 76 |
| 8690 | LANE BROTHERS & CO INC | $137M | Q1 2026 | 5/5/2026 | 83 |
| 8691 | Northern Financial Advisors Inc | $137M | Q1 2026 | 4/28/2026 | 105 |
| 8692 | Polaris Investment Advisors, LLC | $137M | Q1 2026 | 4/21/2026 | 70 |
| 8693 | Institutional Venture Management XIII, LLC | $137M | Q2 2014 | 8/11/2014 | 5 |
| 8694 | MIDWEST INVESTMENT MANAGEMENT LLC | $137M | Q2 2014 | 8/6/2014 | 57 |
| 8695 | FS Capital Partners V, LLC | $137M | Q2 2014 | 7/31/2014 | 1 |
| 8696 | Bank of Marin | $137M | Q1 2026 | 5/14/2026 | 135 |
| 8697 | Ridgeline Wealth Planning, LLC | $137M | Q1 2026 | 5/5/2026 | 51 |
| 8698 | Schwallier Wealth Management LLC | $137M | Q1 2026 | 5/5/2026 | 58 |
| 8699 | Generation Capital Management LLC | $137M | Q1 2026 | 5/8/2026 | 74 |
| 8700 | EVOLUTION WEALTH MANAGEMENT INC. | $137M | Q1 2026 | 4/27/2026 | 852 |
| 8701 | South Shore Capital Advisors | $137M | Q1 2026 | 4/28/2026 | 139 |
| 8702 | Sonnipe Ltd | $137M | Q1 2026 | 5/15/2026 | 1 |
| 8703 | URS Advisory LLC | $137M | Q1 2026 | 4/23/2026 | 51 |
| 8704 | MENLO ADVISORS LLC | $137M | Q2 2014 | 7/16/2014 | 35 |
| 8705 | Compass Financial Group, Inc. (Ohio) | $137M | Q1 2026 | 5/8/2026 | 45 |
| 8706 | Barings Real Estate Advisers LLC | $137M | Q2 2014 | 8/11/2014 | 49 |
| 8707 | Tenere Capital LLC | $136M | Q1 2026 | 5/15/2026 | 22 |
| 8708 | MJT & Associates Financial Advisory Group, Inc. | $136M | Q1 2026 | 4/2/2026 | 442 |
| 8709 | LuminArx Capital Management LP | $136M | Q1 2026 | 5/14/2026 | 83 |
| 8710 | Leibman Financial Services, Inc. | $136M | Q1 2026 | 4/13/2026 | 49 |
| 8711 | Jolley Asset Management, LLC | $136M | Q2 2014 | 7/22/2014 | 124 |
| 8712 | RAHLFS CAPITAL, LLC | $136M | Q1 2026 | 5/11/2026 | 86 |
| 8713 | Flagship Capital Management Inc. | $136M | Q1 2026 | 4/21/2026 | 48 |
| 8714 | Pine Haven Investment Counsel, Inc | $136M | Q1 2026 | 4/16/2026 | 114 |
| 8715 | Pollock Investment Advisors, LLC | $136M | Q4 2025 | 2/12/2026 | 40 |
| 8716 | RAIFF PARTNERS INC | $136M | Q1 2014 | 5/14/2014 | 30 |
| 8717 | Aurora Investment Managers, LLC. | $136M | Q1 2026 | 4/20/2026 | 30 |
| 8718 | Gagnon Advisors, LLC | $136M | Q1 2026 | 4/21/2026 | 22 |
| 8719 | Womack Financial LLC | $136M | Q1 2026 | 5/11/2026 | 71 |
| 8720 | MUIRFIELD WEALTH ADVISORS LLC | $136M | Q1 2026 | 4/22/2026 | 80 |
| 8721 | Sovereign's Capital Management, LLC | $136M | Q1 2026 | 5/15/2026 | 76 |
| 8722 | AGH Wealth Advisors, LLC | $136M | Q1 2026 | 4/22/2026 | 123 |
| 8723 | Black Diamond Capital Management I, LLLP | $136M | Q1 2026 | 5/15/2026 | 8 |
| 8724 | Lionshead Wealth Management, LLC | $136M | Q1 2026 | 5/11/2026 | 108 |
| 8725 | Vantus Wealth LLC | $136M | Q4 2025 | 2/10/2026 | 196 |
| 8726 | WPG Advisers, LLC | $136M | Q1 2026 | 4/29/2026 | 1,476 |
| 8727 | Amber Capital Management LP | $136M | Q1 2014 | 5/15/2014 | 5 |
| 8728 | New Vernon Capital Holdings II LLC | $136M | Q1 2026 | 5/15/2026 | 77 |
| 8729 | Gaddis Premier Wealth Advisors LLC | $136M | Q1 2026 | 5/5/2026 | 85 |
| 8730 | TRV GP VI, LLC | $136M | Q1 2026 | 5/7/2026 | 3 |
| 8731 | Wishbone Management, LP | $136M | Q1 2026 | 5/14/2026 | 4 |
| 8732 | FIRST COMMUNITY TRUST NA | $136M | Q1 2026 | 4/16/2026 | 359 |
| 8733 | Dorato Capital Management | $135M | Q1 2026 | 4/9/2026 | 254 |
| 8734 | Total Wealth Planning & Management, Inc. | $135M | Q1 2026 | 5/5/2026 | 201 |
| 8735 | Fosse Capital Partners LLP | $135M | Q1 2026 | 5/14/2026 | 2 |
| 8736 | LifePlan Financial, LLC | $135M | Q1 2026 | 4/14/2026 | 83 |
| 8737 | Aquamarine Zurich AG | $135M | Q1 2026 | 4/17/2026 | 7 |
| 8738 | Camelot Portfolios, LLC | $135M | Q1 2026 | 5/8/2026 | 195 |
| 8739 | Spartan Planning & Wealth Management | $135M | Q1 2026 | 4/16/2026 | 69 |
| 8740 | Grand Central Investment Group | $135M | Q1 2026 | 4/23/2026 | 44 |
| 8741 | FORTRESS FINANCIAL GROUP, LLC | $135M | Q1 2026 | 5/15/2026 | 87 |
| 8742 | Terra Nova Asset Management LLC | $135M | Q1 2026 | 4/16/2026 | 83 |
| 8743 | Murphy & Mullick Capital Management Corp | $135M | Q1 2026 | 4/17/2026 | 726 |
| 8744 | ISZO CAPITAL LP | $135M | Q4 2013 | 2/14/2014 | 10 |
| 8745 | Sage Investment Advisers LLC | $135M | Q1 2026 | 4/10/2026 | 89 |
| 8746 | Key Colony Management, LLC | $135M | Q1 2014 | 5/15/2014 | 18 |
| 8747 | Mendota Financial Group, LLC | $135M | Q1 2026 | 4/16/2026 | 32 |
| 8748 | Alamea Verwaltungs GmbH | $135M | Q1 2026 | 5/11/2026 | 82 |
| 8749 | Private Ocean, LLC | $135M | Q2 2014 | 7/30/2014 | 218 |
| 8750 | Isabella Capital Management LLP | $135M | Q1 2026 | 5/15/2026 | 9 |
| 8751 | B Group, Inc. | $135M | Q1 2026 | 5/15/2026 | 20 |
| 8752 | University of Pittsburgh - Of the Commonwealth System of Higher Education | $135M | Q1 2026 | 4/30/2026 | 1 |
| 8753 | Trutina Financial LLC | $135M | Q1 2014 | 5/5/2014 | 343 |
| 8754 | Cannon Advisors, Inc. | $135M | Q1 2026 | 4/24/2026 | 87 |
| 8755 | Enhancing Capital LLC | $135M | Q1 2026 | 5/8/2026 | 86 |
| 8756 | Atlatl Advisers LLC | $135M | Q1 2026 | 5/7/2026 | 95 |
| 8757 | General Equity Holdings LP | $135M | Q1 2026 | 5/15/2026 | 11 |
| 8758 | Hoese & Co LLP | $135M | Q1 2026 | 4/22/2026 | 135 |
| 8759 | PacWest Financial Management Inc | $135M | Q2 2014 | 7/24/2014 | 88 |
| 8760 | Seneschal Advisors, LLC | $135M | Q1 2026 | 5/8/2026 | 594 |
| 8761 | Saber Capital Managment, LLC | $135M | Q1 2026 | 5/6/2026 | 34 |
| 8762 | Joel Adams & Associates, Inc. | $135M | Q1 2026 | 4/20/2026 | 64 |
| 8763 | Somerset Group LLC | $135M | Q1 2026 | 5/13/2026 | 59 |
| 8764 | Tsai Capital Corp | $134M | Q1 2026 | 5/14/2026 | 19 |
| 8765 | Avantra Family Wealth, Inc. | $134M | Q1 2026 | 4/22/2026 | 158 |
| 8766 | Harpswell Capital Advisors, LLC | $134M | Q1 2026 | 4/10/2026 | 36 |
| 8767 | Spear Advisors LLC | $134M | Q1 2026 | 5/15/2026 | 26 |
| 8768 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $134M | Q1 2026 | 5/6/2026 | 80 |
| 8769 | WILLNER & HELLER, LLC | $134M | Q1 2026 | 4/17/2026 | 161 |
| 8770 | Kistler-Tiffany Companies, LLC | $134M | Q1 2014 | 5/13/2014 | 579 |
| 8771 | Capelight Capital Asset Management LP | $134M | Q1 2026 | 4/27/2026 | 33 |
| 8772 | KVP Capital Advisors, LP | $134M | Q1 2026 | 5/13/2026 | 32 |
| 8773 | BROADWATER CAPITAL MANAGEMENT LLC | $134M | Q4 2025 | 2/3/2026 | 211 |
| 8774 | RoundAngle Advisors LLC | $134M | Q1 2026 | 4/8/2026 | 60 |
| 8775 | BAM Wealth Management, LLC | $134M | Q1 2026 | 4/17/2026 | 158 |
| 8776 | Williams & Novak, LLC | $134M | Q1 2026 | 4/20/2026 | 143 |
| 8777 | Langdon Equity Partners | $134M | Q1 2026 | 5/14/2026 | 11 |
| 8778 | RF&L WEALTH MANAGEMENT, LLC | $134M | Q1 2026 | 4/14/2026 | 52 |
| 8779 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $134M | Q1 2026 | 5/5/2026 | 52 |
| 8780 | PW ADVISORS, LLC \ FL | $133M | Q1 2026 | 4/24/2026 | 35 |
| 8781 | LightSquare Wealth Management, LLC | $133M | Q1 2026 | 5/11/2026 | 92 |
| 8782 | Trace Wealth Advisors, LLC | $133M | Q1 2026 | 5/13/2026 | 66 |
| 8783 | Meditor Group Ltd | $133M | Q2 2014 | 7/8/2014 | 3 |
| 8784 | Gainplan LLC | $133M | Q1 2026 | 4/8/2026 | 59 |
| 8785 | Financial Planning Fort Collins, LLC | $133M | Q1 2026 | 4/27/2026 | 33 |
| 8786 | Williamson Legacy Group, LLC | $133M | Q1 2026 | 5/13/2026 | 81 |
| 8787 | Brickwood Asset Management LLP | $133M | Q1 2026 | 4/28/2026 | 10 |
| 8788 | Tenzing Financial LLC | $133M | Q1 2026 | 4/15/2026 | 70 |
| 8789 | LITTLEJOHN FINANCIAL SERVICES, INC. | $133M | Q1 2026 | 4/23/2026 | 61 |
| 8790 | Synergy Financial Group, LTD | $133M | Q1 2026 | 5/14/2026 | 123 |
| 8791 | FIDUCIARY ADVISORS, INC. | $133M | Q1 2026 | 4/16/2026 | 121 |
| 8792 | Strategic Value Partners, LLC | $133M | Q1 2026 | 5/13/2026 | 1 |
| 8793 | Phillips Wealth Planners LLC | $133M | Q1 2026 | 5/14/2026 | 210 |
| 8794 | Bonfire Financial | $133M | Q1 2026 | 5/6/2026 | 57 |
| 8795 | Harbour Wealth Management Group, Inc. | $133M | Q1 2026 | 4/17/2026 | 89 |
| 8796 | Centerpoint Advisory Group | $133M | Q1 2026 | 4/29/2026 | 108 |
| 8797 | Forty-three Eighteen Advisors, LLC | $133M | Q1 2026 | 5/6/2026 | 75 |
| 8798 | WHI TRUST Co LLC | $133M | Q1 2026 | 4/24/2026 | 88 |
| 8799 | FIRST CITIZENS BANCORPORATION INC | $133M | Q2 2014 | 7/16/2014 | 104 |
| 8800 | Madrid Wealth Management, LLC | $133M | Q1 2026 | 4/21/2026 | 70 |