Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8801 | Hampshire Trust LLC | $131M | Q2 2014 | 8/11/2014 | 2 |
| 8802 | SIGNAL TREE FINANCIAL PARTNERS LLC | $131M | Q4 2025 | 2/17/2026 | 48 |
| 8803 | John S. & James L. Knight Foundation, Inc. | $131M | Q4 2025 | 1/23/2026 | 3 |
| 8804 | Challenger Wealth Management | $131M | Q4 2025 | 2/17/2026 | 63 |
| 8805 | YORKVILLE CAPITAL MANAGEMENT, LLC | $131M | Q1 2014 | 5/15/2014 | 52 |
| 8806 | Marathon Strategic Advisors, LLC | $131M | Q4 2025 | 2/11/2026 | 50 |
| 8807 | Western Asset Management Company, LLC | $131M | Q1 2014 | 5/15/2014 | 23 |
| 8808 | METROPOLITAN CAPITAL ADVISORS INC | $131M | Q2 2014 | 8/8/2014 | 41 |
| 8809 | McAlvany Wealth Management LLC | $131M | Q4 2025 | 3/25/2026 | 40 |
| 8810 | ASIA PACIFIC ASSOCIATES III LTD | $131M | Q1 2014 | 5/13/2014 | 1 |
| 8811 | VUB Generali dochodkova spravcovska spolocnost, a.s. | $131M | Q4 2025 | 2/12/2026 | 97 |
| 8812 | Palacios Wealth Management, LLC | $131M | Q4 2025 | 1/28/2026 | 68 |
| 8813 | Life Planning Partners, Inc | $131M | Q4 2025 | 1/16/2026 | 66 |
| 8814 | PUREfi Wealth, LLC | $131M | Q4 2025 | 1/12/2026 | 164 |
| 8815 | Fjell Capital, LLC | $130M | Q4 2025 | 1/12/2026 | 66 |
| 8816 | Cordasco Financial Network | $130M | Q2 2014 | 8/11/2014 | 303 |
| 8817 | LifePlan Financial, LLC | $130M | Q4 2025 | 1/20/2026 | 86 |
| 8818 | ROBSHAW & JULIAN ASSOCIATES INC | $130M | Q2 2014 | 8/1/2014 | 39 |
| 8819 | Corbenic Partners LLC | $130M | Q2 2014 | 8/11/2014 | 114 |
| 8820 | Carbahal Olsen Financial Services Group, LLC | $130M | Q4 2025 | 2/2/2026 | 42 |
| 8821 | University of Pittsburgh - Of the Commonwealth System of Higher Education | $130M | Q4 2025 | 2/9/2026 | 2 |
| 8822 | DBK Financial Counsel, LLC | $130M | Q4 2025 | 1/26/2026 | 59 |
| 8823 | WHIPPOORWILL ASSOCIATES, INC. | $130M | Q1 2014 | 5/14/2014 | 7 |
| 8824 | AZENTUS CAPITAL MANAGEMENT Ltd | $130M | Q1 2014 | 5/15/2014 | 8 |
| 8825 | Vested Financial Planning, LLC | $130M | Q4 2025 | 1/23/2026 | 30 |
| 8826 | DUTCH ASSET Corp | $130M | Q4 2025 | 3/11/2026 | 85 |
| 8827 | Emmett Investment Management, LP | $130M | Q4 2025 | 2/17/2026 | 22 |
| 8828 | Centerpoint Advisory Group | $130M | Q4 2025 | 2/3/2026 | 107 |
| 8829 | WHI TRUST Co LLC | $130M | Q4 2025 | 2/5/2026 | 94 |
| 8830 | Family Legacy Financial Solutions, LLC | $130M | Q4 2025 | 1/20/2026 | 54 |
| 8831 | Alpha Advisors, LLC/VA | $130M | Q4 2025 | 2/12/2026 | 47 |
| 8832 | BXM Wealth LLC | $130M | Q4 2025 | 1/20/2026 | 136 |
| 8833 | ATX Financial Planning, LLC | $130M | Q4 2025 | 2/19/2026 | 87 |
| 8834 | STOLZ & ASSOCIATES, PS | $130M | Q4 2025 | 2/6/2026 | 32 |
| 8835 | MUSTICO FINANCIAL GROUP, INC. | $130M | Q4 2025 | 2/17/2026 | 44 |
| 8836 | Clifford Group, LLC | $129M | Q4 2025 | 2/13/2026 | 76 |
| 8837 | Foothills Asset Management, Ltd. | $129M | Q2 2014 | 7/16/2014 | 54 |
| 8838 | K2 Financial Inc. | $129M | Q4 2025 | 1/22/2026 | 58 |
| 8839 | DIKER MANAGEMENT LLC | $129M | Q4 2025 | 2/17/2026 | 41 |
| 8840 | PARAGON CAPITAL MANAGEMENT INC | $129M | Q4 2025 | 1/23/2026 | 74 |
| 8841 | WLTH Capital Management, LLC | $129M | Q4 2025 | 2/24/2026 | 26 |
| 8842 | Miramar Fiduciary Corp | $129M | Q4 2025 | 1/27/2026 | 5 |
| 8843 | Warm Springs Advisors Inc. | $129M | Q4 2025 | 1/27/2026 | 48 |
| 8844 | Kropog Financial Group, LLC | $129M | Q4 2025 | 2/5/2026 | 29 |
| 8845 | Tenere Capital LLC | $129M | Q4 2025 | 2/17/2026 | 22 |
| 8846 | SALT Holding Corp. | $129M | Q4 2025 | 2/17/2026 | 21 |
| 8847 | Concorde Financial Corp | $129M | Q4 2025 | 2/17/2026 | 27 |
| 8848 | GUARDIAN INVESTOR SERVICES LLC | $129M | Q1 2014 | 5/14/2014 | 501 |
| 8849 | Eclectica Asset Management LLP | $129M | Q1 2014 | 5/13/2014 | 57 |
| 8850 | Trium Capital LLP | $129M | Q4 2025 | 1/22/2026 | 50 |
| 8851 | Clear Point Advisors Inc. | $129M | Q4 2025 | 2/10/2026 | 123 |
| 8852 | Finward Bancorp | $129M | Q4 2025 | 1/21/2026 | 104 |
| 8853 | Clio Asset Management LLC | $129M | Q4 2025 | 1/16/2026 | 14 |
| 8854 | RAHLFS CAPITAL, LLC | $129M | Q4 2025 | 2/5/2026 | 84 |
| 8855 | Forester Capital Management, LTD | $129M | Q1 2014 | 5/14/2014 | 54 |
| 8856 | Daytona Street Capital LLC | $129M | Q4 2025 | 1/21/2026 | 304 |
| 8857 | Forty-three Eighteen Advisors, LLC | $129M | Q4 2025 | 3/16/2026 | 73 |
| 8858 | Clear Retirement Advice LLC | $129M | Q4 2025 | 2/24/2026 | 53 |
| 8859 | John & Kathleen Schreiber Foundation | $129M | Q4 2025 | 2/13/2026 | 4 |
| 8860 | Talisman Wealth Advisors LLC | $129M | Q4 2025 | 2/20/2026 | 115 |
| 8861 | Northwest Wealth Advisors, LLC | $128M | Q4 2025 | 2/6/2026 | 61 |
| 8862 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $128M | Q4 2025 | 3/5/2026 | 439 |
| 8863 | Ridgemont Partners Management, LLC | $128M | Q2 2014 | 7/11/2014 | 4 |
| 8864 | TigerShark Management, LLC | $128M | Q2 2014 | 7/21/2014 | 57 |
| 8865 | MFG WEALTH MANAGEMENT, INC. | $128M | Q4 2025 | 1/7/2026 | 61 |
| 8866 | LTG Capital LLC | $128M | Q4 2025 | 2/11/2026 | 25 |
| 8867 | Stegent Equity Advisors, Inc. | $128M | Q4 2025 | 1/14/2026 | 116 |
| 8868 | Rydar Equities, Inc. | $128M | Q4 2025 | 1/21/2026 | 91 |
| 8869 | GUARDIAN INVESTMENT MANAGEMENT | $128M | Q4 2025 | 1/23/2026 | 56 |
| 8870 | Skerryvore Asset Management Ltd | $128M | Q4 2025 | 2/13/2026 | 7 |
| 8871 | Momentum Wealth Planning, LLC | $128M | Q4 2025 | 1/28/2026 | 41 |
| 8872 | Richard Young Associates, Ltd. | $128M | Q4 2025 | 2/5/2026 | 25 |
| 8873 | Wilmar Advisors LLC | $128M | Q4 2025 | 2/13/2026 | 27 |
| 8874 | SBI Holdings USA, Inc. | $128M | Q4 2025 | 2/10/2026 | 1 |
| 8875 | BENNICAS & ASSOCIATES, INC. | $128M | Q2 2014 | 7/15/2014 | 82 |
| 8876 | Williamson Legacy Group, LLC | $128M | Q4 2025 | 2/9/2026 | 92 |
| 8877 | Makaira Partners LLC | $128M | Q4 2025 | 2/11/2026 | 11 |
| 8878 | Harbour Wealth Management Group, Inc. | $128M | Q4 2025 | 2/19/2026 | 91 |
| 8879 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $128M | Q4 2025 | 1/27/2026 | 18 |
| 8880 | Lalia Capital, LLC | $128M | Q4 2025 | 2/11/2026 | 9 |
| 8881 | Three Peaks Capital Management, LLC | $128M | Q1 2014 | 5/13/2014 | 71 |
| 8882 | MOZAYYX MANAGEMENT LLC | $127M | Q4 2025 | 3/5/2026 | 11 |
| 8883 | Reliant Investment Partners, LLC | $127M | Q4 2025 | 2/6/2026 | 109 |
| 8884 | Aegis Wealth Management, Inc. | $127M | Q4 2025 | 2/5/2026 | 101 |
| 8885 | RAYNER & HAYNOR | $127M | Q1 2014 | 4/11/2014 | 89 |
| 8886 | VanWeelden Wealth Management, LLC | $127M | Q4 2025 | 2/2/2026 | 21 |
| 8887 | Ares Financial Consulting, LLC | $127M | Q1 2026 | 4/2/2026 | 1,066 |
| 8888 | ASL Financial, LLC | $127M | Q4 2025 | 1/20/2026 | 94 |
| 8889 | Long Wharf Investors, Inc. | $127M | Q2 2014 | 8/4/2014 | 145 |
| 8890 | TREES INVESTMENT COUNSEL LLC | $127M | Q2 2014 | 7/23/2014 | 57 |
| 8891 | OUTFITTERS FINANCIAL LLC | $127M | Q4 2025 | 1/28/2026 | 78 |
| 8892 | Orca Investment Management, LLC | $127M | Q4 2025 | 1/20/2026 | 58 |
| 8893 | CORE WEALTH ADVISORS, LLC | $127M | Q4 2025 | 2/10/2026 | 32 |
| 8894 | COLUMBIA CAPITAL LLC | $127M | Q2 2014 | 7/16/2014 | 77 |
| 8895 | POINCIANA ADVISORS GROUP, LLC | $127M | Q4 2025 | 2/9/2026 | 138 |
| 8896 | INTEGRATED WEALTH COUNSEL, LLC | $127M | Q1 2014 | 5/19/2014 | 165 |
| 8897 | D. SCOTT NEAL, INC. | $127M | Q2 2014 | 7/8/2014 | 34 |
| 8898 | REDSTONE WEALTH MANAGEMENT, LLC | $127M | Q4 2025 | 2/9/2026 | 39 |
| 8899 | Graver Capital Management, LLC | $127M | Q4 2025 | 2/13/2026 | 24 |
| 8900 | JCP Investment Management, LLC | $127M | Q4 2025 | 2/18/2026 | 18 |
| 8901 | NewFocus Financial Group, LLC | $127M | Q2 2014 | 7/23/2014 | 46 |
| 8902 | 180 GPS Investments IC Ltd | $127M | Q4 2025 | 2/13/2026 | 20 |
| 8903 | LM Asset Management, Inc. | $126M | Q4 2025 | 2/13/2026 | 11 |
| 8904 | Veratis Advisors, Inc. | $126M | Q4 2025 | 2/18/2026 | 75 |
| 8905 | EPACRIA CAPITAL PARTNERS, LLC | $126M | Q4 2025 | 2/17/2026 | 33 |
| 8906 | GILPIN WEALTH MANAGEMENT, LLC | $126M | Q4 2025 | 2/11/2026 | 978 |
| 8907 | NS Advisors, LLC | $126M | Q1 2014 | 5/15/2014 | 14 |
| 8908 | ALLIUM FINANCIAL ADVISORS, LLC | $126M | Q4 2025 | 2/9/2026 | 79 |
| 8909 | Harpswell Capital Advisors, LLC | $126M | Q4 2025 | 2/11/2026 | 36 |
| 8910 | Sandell Investment Services LLC | $126M | Q1 2014 | 5/1/2014 | 21 |
| 8911 | Capelight Capital Asset Management LP | $126M | Q4 2025 | 1/28/2026 | 36 |
| 8912 | STEPHEN J. GARRY & ASSOCIATES, LLC | $126M | Q4 2025 | 1/16/2026 | 51 |
| 8913 | Seelaus Asset Management LLC | $126M | Q4 2025 | 2/4/2026 | 174 |
| 8914 | PERKINS CAPITAL MANAGEMENT INC | $126M | Q4 2025 | 2/4/2026 | 91 |
| 8915 | Dauntless Investment Group, LLC | $126M | Q4 2025 | 2/17/2026 | 71 |
| 8916 | Kennon-Green & Company, LLC | $126M | Q4 2025 | 2/10/2026 | 39 |
| 8917 | Parvin Asset Management, LLC | $126M | Q4 2025 | 2/17/2026 | 310 |
| 8918 | M3 Wealth Management, LLC | $126M | Q4 2025 | 2/9/2026 | 117 |
| 8919 | Journey Beyond Wealth, LLC | $126M | Q4 2025 | 1/23/2026 | 31 |
| 8920 | Morangie Management LLC | $126M | Q4 2025 | 1/16/2026 | 34 |
| 8921 | BluePrint Investing LLC | $126M | Q4 2025 | 2/5/2026 | 26 |
| 8922 | Northstar Financial Companies, Inc. | $126M | Q4 2025 | 2/9/2026 | 114 |
| 8923 | KRAEMATON INVESTMENT ADVISORS, INC | $126M | Q4 2025 | 1/21/2026 | 102 |
| 8924 | Accel Growth Fund V Associates L.L.C. | $125M | Q4 2025 | 2/6/2026 | 2 |
| 8925 | Covalis (Gibraltar) Ltd | $125M | Q4 2025 | 2/17/2026 | 5 |
| 8926 | TT Capital Management LLC | $125M | Q4 2025 | 2/11/2026 | 73 |
| 8927 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $125M | Q4 2025 | 2/12/2026 | 40 |
| 8928 | Fox Financial, Inc | $125M | Q4 2025 | 2/9/2026 | 12 |
| 8929 | Yunqi Capital Ltd | $125M | Q4 2025 | 2/10/2026 | 6 |
| 8930 | PCG ASSET MANAGEMENT, LLC | $125M | Q4 2025 | 2/12/2026 | 78 |
| 8931 | VIRTUE ASSET MANAGEMENT LLC | $125M | Q4 2025 | 2/10/2026 | 96 |
| 8932 | Corus Family Wealth Advisors | $125M | Q4 2025 | 2/4/2026 | 66 |
| 8933 | Boyle Capital Management, L.L.C. | $125M | Q2 2014 | 7/18/2014 | 24 |
| 8934 | ARGUS INVESTORS' COUNSEL, INC. | $125M | Q4 2025 | 1/22/2026 | 105 |
| 8935 | Fairman Group, LLC | $125M | Q4 2025 | 2/13/2026 | 337 |
| 8936 | SCF Partners, Inc. | $125M | Q4 2025 | 2/3/2026 | 1 |
| 8937 | Yorktown Management & Research Co Inc | $125M | Q4 2025 | 1/23/2026 | 219 |
| 8938 | Quattro Advisors LLC | $125M | Q4 2025 | 2/13/2026 | 547 |
| 8939 | STEEL PARTNERS HOLDINGS L.P. | $125M | Q4 2025 | 2/13/2026 | 10 |
| 8940 | Vanguard Capital Wealth Advisors | $125M | Q4 2025 | 1/16/2026 | 128 |
| 8941 | Forty4 Asset Management LLC | $125M | Q1 2014 | 5/8/2014 | 83 |
| 8942 | Lakeshore Capital Group, Inc. | $125M | Q4 2025 | 1/21/2026 | 77 |
| 8943 | Ulland Investment Advisors, LLC | $125M | Q4 2025 | 1/8/2026 | 218 |
| 8944 | BLALOCK WILLIAMS, LLC | $125M | Q4 2025 | 2/2/2026 | 135 |
| 8945 | Bey-Douglas LLC | $125M | Q4 2025 | 2/13/2026 | 43 |
| 8946 | Appalachian Capital Management Ltd | $125M | Q4 2025 | 2/17/2026 | 42 |
| 8947 | James Reed Financial Services, Inc. | $125M | Q4 2025 | 1/14/2026 | 17 |
| 8948 | MEDICI CAPITAL LLC | $125M | Q4 2025 | 2/17/2026 | 14 |
| 8949 | Split Rock Private Trading & Wealth Management, LLC | $125M | Q4 2025 | 1/23/2026 | 36 |
| 8950 | Coquina Private Wealth LLC | $125M | Q4 2025 | 1/29/2026 | 90 |
| 8951 | SECTORAL ASSET MANAGEMENT INC | $125M | Q4 2025 | 2/9/2026 | 74 |
| 8952 | Paller Financial Services Inc | $125M | Q4 2025 | 1/15/2026 | 45 |
| 8953 | Tillar-Wenstrup Advisors, LLC | $125M | Q2 2014 | 7/21/2014 | 47 |
| 8954 | ECLIPSE OPERATIONS, LLC | $125M | Q4 2025 | 2/12/2026 | 1 |
| 8955 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $125M | Q1 2014 | 5/15/2014 | 4 |
| 8956 | Phillips Wealth Planners LLC | $125M | Q4 2025 | 2/10/2026 | 188 |
| 8957 | PW ADVISORS, LLC \ FL | $125M | Q4 2025 | 2/17/2026 | 34 |
| 8958 | Clientfirst Wealth Management, LLC | $125M | Q4 2025 | 2/6/2026 | 50 |
| 8959 | Sun Group Wealth Partners | $125M | Q4 2025 | 2/17/2026 | 62 |
| 8960 | NorthLanding Financial Partners, LLC | $125M | Q4 2025 | 1/26/2026 | 41 |
| 8961 | Potomac Capital Management, Inc. | $124M | Q4 2025 | 2/11/2026 | 74 |
| 8962 | JM2 Capital Inc. | $124M | Q4 2025 | 1/23/2026 | 110 |
| 8963 | 14B Captial Management LP | $124M | Q4 2025 | 2/17/2026 | 18 |
| 8964 | Mallini Complete Financial Planning LLC | $124M | Q4 2025 | 1/6/2026 | 62 |
| 8965 | RHL GROUP, LLC | $124M | Q4 2025 | 2/9/2026 | 215 |
| 8966 | Open Field Capital LLC | $124M | Q2 2014 | 7/21/2014 | 37 |
| 8967 | Round Table Services, LLC | $124M | Q2 2014 | 8/8/2014 | 51 |
| 8968 | Barnett & Company, Inc. | $124M | Q4 2025 | 2/12/2026 | 81 |
| 8969 | Bauman Advisory Group, LLC | $124M | Q4 2025 | 2/20/2026 | 51 |
| 8970 | NCP Inc. | $124M | Q4 2025 | 2/17/2026 | 163 |
| 8971 | Palatine Hill Wealth Management, LLC | $124M | Q4 2025 | 2/10/2026 | 49 |
| 8972 | Campbell Deegan Wealth Management, LLC | $124M | Q4 2025 | 1/22/2026 | 46 |
| 8973 | ROBERT WOOD JOHNSON FOUNDATION | $124M | Q4 2025 | 1/26/2026 | 2 |
| 8974 | Detwiler Fenton Investment Management LLC | $124M | Q2 2014 | 8/7/2014 | 100 |
| 8975 | Integras Partners LLC | $124M | Q4 2025 | 1/29/2026 | 65 |
| 8976 | ACT CAPITAL MANAGEMENT, LLC | $124M | Q4 2025 | 2/17/2026 | 58 |
| 8977 | Orvieto Partners, L.P. | $124M | Q4 2025 | 2/12/2026 | 44 |
| 8978 | Christian Investment Advisors, Inc. | $123M | Q4 2025 | 1/22/2026 | 10 |
| 8979 | Aventus Investment Advisors, Inc. | $123M | Q4 2025 | 1/14/2026 | 147 |
| 8980 | Broussard Financial Group LLC | $123M | Q4 2025 | 2/2/2026 | 34 |
| 8981 | Koenig Investment Advisory, LLC | $123M | Q4 2025 | 3/3/2026 | 37 |
| 8982 | PANTHERA INVESTMENT GmbH | $123M | Q1 2014 | 5/15/2014 | 45 |
| 8983 | Tenzing Financial LLC | $123M | Q4 2025 | 2/13/2026 | 68 |
| 8984 | Madrid Wealth Management, LLC | $123M | Q4 2025 | 2/2/2026 | 72 |
| 8985 | Madison Park Capital Advisors, LLC | $123M | Q4 2025 | 1/20/2026 | 62 |
| 8986 | WASHINGTON CAPITAL MANAGEMENT, INC | $123M | Q4 2025 | 1/29/2026 | 111 |
| 8987 | ArborFi Advisors, LLC | $123M | Q4 2025 | 1/29/2026 | 49 |
| 8988 | BALANCE CAPITAL PARTNERS L.P. | $123M | Q4 2025 | 2/13/2026 | 3 |
| 8989 | Tradeworx Inc. | $123M | Q2 2014 | 7/10/2014 | 317 |
| 8990 | BLUE JEAN FINANCIAL LLC | $123M | Q4 2025 | 2/13/2026 | 74 |
| 8991 | Maxele Advisors, LLC | $123M | Q4 2025 | 2/5/2026 | 100 |
| 8992 | IF Advisors, LLC | $123M | Q4 2025 | 2/10/2026 | 41 |
| 8993 | Freestate Advisors LLC | $123M | Q4 2025 | 1/12/2026 | 41 |
| 8994 | Adelphi Trust Co | $123M | Q1 2026 | 4/1/2026 | 105 |
| 8995 | NATIONAL INVESTMENT SERVICES INC /WI | $123M | Q2 2014 | 7/22/2014 | 48 |
| 8996 | Polaris Venture Management Co. V, L.L.C. | $123M | Q2 2014 | 8/11/2014 | 5 |
| 8997 | LBA Wealth Management, LLC | $123M | Q2 2014 | 7/24/2014 | 273 |
| 8998 | HCEP Management Ltd | $123M | Q4 2025 | 2/13/2026 | 4 |
| 8999 | BLUELINE ADVISORS LLC | $123M | Q4 2025 | 2/10/2026 | 213 |
| 9000 | US Asset Management LLC | $122M | Q4 2025 | 1/27/2026 | 118 |