Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8801 | SIGNAL TREE FINANCIAL PARTNERS LLC | $132M | Q1 2026 | 5/15/2026 | 47 |
| 8802 | 9823 Capital, L.P. | $132M | Q1 2026 | 5/15/2026 | 45 |
| 8803 | Global Trust Wealth Management LLC | $132M | Q1 2026 | 4/14/2026 | 83 |
| 8804 | Royal Capital Management, LLC | $132M | Q1 2014 | 5/15/2014 | 19 |
| 8805 | Axos Invest Inc. | $132M | Q1 2026 | 5/12/2026 | 19 |
| 8806 | Longer Investments Inc. | $132M | Q2 2014 | 7/29/2014 | 44 |
| 8807 | bLong Financial, LLC | $132M | Q1 2026 | 4/21/2026 | 76 |
| 8808 | Fox Point Capital Management LLC | $132M | Q1 2014 | 5/14/2014 | 23 |
| 8809 | Park State Asset Management | $132M | Q1 2026 | 5/19/2026 | 20 |
| 8810 | Macco Financial Group, Inc. | $132M | Q1 2026 | 4/23/2026 | 21 |
| 8811 | Penbrook Management LLC | $132M | Q1 2026 | 4/21/2026 | 93 |
| 8812 | Boyce & Associates Wealth Consulting, Inc. | $132M | Q1 2026 | 4/13/2026 | 80 |
| 8813 | ALTERNA WEALTH MANAGEMENT, INC | $132M | Q1 2026 | 4/27/2026 | 105 |
| 8814 | Dale Q Rice Investment Management Ltd | $132M | Q1 2026 | 5/8/2026 | 68 |
| 8815 | Sincerus Advisory, LLC | $132M | Q1 2026 | 4/6/2026 | 76 |
| 8816 | Phillip James Consulting Co. | $132M | Q1 2026 | 5/11/2026 | 378 |
| 8817 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $132M | Q1 2026 | 5/14/2026 | 408 |
| 8818 | TWIN CITY PRIVATE WEALTH, LLC | $132M | Q1 2026 | 4/24/2026 | 96 |
| 8819 | REICON WEALTH ADVISORS, LLC | $132M | Q1 2026 | 5/8/2026 | 72 |
| 8820 | Richard Young Associates, Ltd. | $132M | Q1 2026 | 5/7/2026 | 25 |
| 8821 | Sivik Global Healthcare LLC | $132M | Q1 2026 | 4/15/2026 | 34 |
| 8822 | RIK SAYLOR FINANCIAL, INC. | $132M | Q1 2026 | 5/8/2026 | 85 |
| 8823 | VISA FOUNDATION | $132M | Q1 2026 | 5/7/2026 | 1 |
| 8824 | ATX Financial Planning, LLC | $132M | Q1 2026 | 4/30/2026 | 81 |
| 8825 | Graver Capital Management, LLC | $132M | Q1 2026 | 4/23/2026 | 25 |
| 8826 | Fairway Financial, LLC | $132M | Q1 2026 | 5/11/2026 | 23 |
| 8827 | PlanVest Financial, Inc | $131M | Q1 2026 | 5/14/2026 | 565 |
| 8828 | Paladin Advisory Group, LLC | $131M | Q1 2026 | 4/30/2026 | 241 |
| 8829 | Axiom Investment Management LLC | $131M | Q1 2026 | 5/26/2026 | 386 |
| 8830 | Delta Wealth Advisors LLC | $131M | Q1 2026 | 4/21/2026 | 46 |
| 8831 | SIMA Wealth Partners, LLC | $131M | Q1 2026 | 5/15/2026 | 131 |
| 8832 | Hampshire Trust LLC | $131M | Q2 2014 | 8/11/2014 | 2 |
| 8833 | Vested Financial Planning, LLC | $131M | Q1 2026 | 4/16/2026 | 27 |
| 8834 | Alcosta Capital Management, Inc. | $131M | Q1 2026 | 5/14/2026 | 23 |
| 8835 | Stanich Group LLC | $131M | Q1 2026 | 4/15/2026 | 47 |
| 8836 | AFBI LP | $131M | Q1 2026 | 5/13/2026 | 1 |
| 8837 | Partnership Wealth Management, LLC | $131M | Q1 2026 | 4/8/2026 | 66 |
| 8838 | Collier Financial | $131M | Q1 2026 | 5/11/2026 | 136 |
| 8839 | John S. & James L. Knight Foundation, Inc. | $131M | Q4 2025 | 1/23/2026 | 3 |
| 8840 | Sierra Legacy Group | $131M | Q1 2026 | 5/13/2026 | 77 |
| 8841 | Schrum Private Wealth Management LLC | $131M | Q1 2026 | 5/8/2026 | 126 |
| 8842 | Challenger Wealth Management | $131M | Q4 2025 | 2/17/2026 | 63 |
| 8843 | Jordan Park Trust Co LLC | $131M | Q1 2026 | 4/30/2026 | 14 |
| 8844 | YORKVILLE CAPITAL MANAGEMENT, LLC | $131M | Q1 2014 | 5/15/2014 | 52 |
| 8845 | Life Planning Partners, Inc | $131M | Q1 2026 | 4/28/2026 | 68 |
| 8846 | Legacy Advisory Services, LLC | $131M | Q1 2026 | 5/12/2026 | 49 |
| 8847 | Capital Squared Financial LLC | $131M | Q1 2026 | 5/1/2026 | 85 |
| 8848 | Evergreen Wealth Partners LLC | $131M | Q1 2026 | 5/8/2026 | 84 |
| 8849 | Western Asset Management Company, LLC | $131M | Q1 2014 | 5/15/2014 | 23 |
| 8850 | LTG Capital LLC | $131M | Q1 2026 | 5/15/2026 | 23 |
| 8851 | ABS Direct Equity Fund LLC | $131M | Q1 2026 | 5/15/2026 | 109 |
| 8852 | METROPOLITAN CAPITAL ADVISORS INC | $131M | Q2 2014 | 8/8/2014 | 41 |
| 8853 | Aldebaran Capital, LLC | $131M | Q1 2026 | 5/7/2026 | 43 |
| 8854 | Castlefield Investment Partners LLP | $131M | Q1 2026 | 5/15/2026 | 35 |
| 8855 | Emmett Investment Management, LP | $131M | Q1 2026 | 5/15/2026 | 24 |
| 8856 | ASIA PACIFIC ASSOCIATES III LTD | $131M | Q1 2014 | 5/13/2014 | 1 |
| 8857 | NIGHTVIEW CAPITAL, LLC | $131M | Q1 2026 | 4/15/2026 | 15 |
| 8858 | Financial Life Planners | $130M | Q1 2026 | 4/24/2026 | 367 |
| 8859 | Cordasco Financial Network | $130M | Q2 2014 | 8/11/2014 | 303 |
| 8860 | Nicholson Meyer Capital Management, Inc. | $130M | Q1 2026 | 4/22/2026 | 43 |
| 8861 | ROBSHAW & JULIAN ASSOCIATES INC | $130M | Q2 2014 | 8/1/2014 | 39 |
| 8862 | Corbenic Partners LLC | $130M | Q2 2014 | 8/11/2014 | 114 |
| 8863 | DBK Financial Counsel, LLC | $130M | Q4 2025 | 1/26/2026 | 59 |
| 8864 | Clarendon Private LLC | $130M | Q1 2026 | 5/11/2026 | 119 |
| 8865 | Oder Investment Management, LLC | $130M | Q1 2026 | 5/5/2026 | 102 |
| 8866 | WHIPPOORWILL ASSOCIATES, INC. | $130M | Q1 2014 | 5/14/2014 | 7 |
| 8867 | Eddie Patel Inc | $130M | Q1 2026 | 5/11/2026 | 95 |
| 8868 | Cushing Capital Partners, LLC | $130M | Q1 2026 | 4/20/2026 | 96 |
| 8869 | Illumine Investment Management, LLC | $130M | Q1 2026 | 5/4/2026 | 92 |
| 8870 | Windward Management LP | $130M | Q1 2026 | 5/15/2026 | 10 |
| 8871 | AZENTUS CAPITAL MANAGEMENT Ltd | $130M | Q1 2014 | 5/15/2014 | 8 |
| 8872 | CORE WEALTH ADVISORS, LLC | $130M | Q1 2026 | 4/28/2026 | 33 |
| 8873 | Fjell Capital, LLC | $130M | Q1 2026 | 4/15/2026 | 68 |
| 8874 | Elizabeth Park Capital Advisors, Ltd. | $130M | Q1 2026 | 5/14/2026 | 46 |
| 8875 | M3 Wealth Management, LLC | $130M | Q1 2026 | 5/5/2026 | 35 |
| 8876 | BXM Wealth LLC | $130M | Q1 2026 | 4/23/2026 | 131 |
| 8877 | Platt Investment Counsel, LLC | $130M | Q1 2026 | 4/9/2026 | 13 |
| 8878 | Nitor Capital Management LLC | $130M | Q1 2026 | 5/14/2026 | 24 |
| 8879 | Clifford Group, LLC | $130M | Q1 2026 | 5/15/2026 | 80 |
| 8880 | Genoa Capital Gestora de Recursos Ltda. | $130M | Q1 2026 | 5/11/2026 | 9 |
| 8881 | Intrinsic Value Partners, LLC | $130M | Q1 2026 | 4/28/2026 | 69 |
| 8882 | Richwood Investment Advisors, LLC | $130M | Q1 2026 | 5/15/2026 | 98 |
| 8883 | Daytona Street Capital LLC | $130M | Q1 2026 | 4/10/2026 | 302 |
| 8884 | R.H. Investment Group, LLC | $130M | Q1 2026 | 4/14/2026 | 45 |
| 8885 | BISLETT MANAGEMENT, LLC | $130M | Q1 2026 | 5/11/2026 | 18 |
| 8886 | WINNOW WEALTH LLC | $130M | Q1 2026 | 5/19/2026 | 123 |
| 8887 | Foothills Asset Management, Ltd. | $129M | Q2 2014 | 7/16/2014 | 54 |
| 8888 | Gilbert Capital Group, Inc. | $129M | Q1 2026 | 4/20/2026 | 51 |
| 8889 | BLALOCK WILLIAMS, LLC | $129M | Q1 2026 | 5/14/2026 | 144 |
| 8890 | OUTFITTERS FINANCIAL LLC | $129M | Q1 2026 | 4/21/2026 | 80 |
| 8891 | Rydar Equities, Inc. | $129M | Q1 2026 | 4/13/2026 | 92 |
| 8892 | Split Rock Private Trading & Wealth Management, LLC | $129M | Q1 2026 | 4/28/2026 | 46 |
| 8893 | EPACRIA CAPITAL PARTNERS, LLC | $129M | Q1 2026 | 5/15/2026 | 29 |
| 8894 | Bradyco, Inc. | $129M | Q1 2026 | 5/12/2026 | 38 |
| 8895 | Clear Point Advisors Inc. | $129M | Q1 2026 | 4/28/2026 | 75 |
| 8896 | Hunting Hill Global Capital, LLC | $129M | Q1 2026 | 5/15/2026 | 89 |
| 8897 | MONETTA FINANCIAL SERVICES INC | $129M | Q1 2026 | 5/12/2026 | 58 |
| 8898 | Teucrium Investment Advisors, LLC | $129M | Q1 2026 | 5/15/2026 | 42 |
| 8899 | BLUELINE ADVISORS LLC | $129M | Q1 2026 | 4/7/2026 | 217 |
| 8900 | GUARDIAN INVESTOR SERVICES LLC | $129M | Q1 2014 | 5/14/2014 | 501 |
| 8901 | Eclectica Asset Management LLP | $129M | Q1 2014 | 5/13/2014 | 57 |
| 8902 | Palliser Capital (UK) Ltd | $129M | Q1 2026 | 5/14/2026 | 5 |
| 8903 | AMG Asset Management Group, Inc. | $129M | Q1 2026 | 4/27/2026 | 80 |
| 8904 | DAG Ventures, LLC | $129M | Q1 2026 | 5/14/2026 | 3 |
| 8905 | Latash Investments, LLC | $129M | Q1 2026 | 5/13/2026 | 19 |
| 8906 | Vienna Asset Management LLC | $129M | Q1 2026 | 5/12/2026 | 60 |
| 8907 | Forester Capital Management, LTD | $129M | Q1 2014 | 5/14/2014 | 54 |
| 8908 | TenCore Partners, LP | $129M | Q1 2026 | 5/6/2026 | 14 |
| 8909 | Barnett & Company, Inc. | $129M | Q1 2026 | 4/30/2026 | 88 |
| 8910 | Delaware Ladera Management Company, Inc. | $129M | Q1 2026 | 5/15/2026 | 1 |
| 8911 | Kopion Asset Management, LLC | $129M | Q1 2026 | 4/10/2026 | 20 |
| 8912 | PIAR LLC | $128M | Q1 2026 | 5/8/2026 | 80 |
| 8913 | Ridgemont Partners Management, LLC | $128M | Q2 2014 | 7/11/2014 | 4 |
| 8914 | TigerShark Management, LLC | $128M | Q2 2014 | 7/21/2014 | 57 |
| 8915 | Woodside Wealth Management LLC | $128M | Q1 2026 | 4/13/2026 | 44 |
| 8916 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $128M | Q1 2026 | 5/4/2026 | 42 |
| 8917 | BRIDGER MANAGEMENT, LLC | $128M | Q1 2026 | 5/15/2026 | 24 |
| 8918 | BENNICAS & ASSOCIATES, INC. | $128M | Q2 2014 | 7/15/2014 | 82 |
| 8919 | Makaira Partners LLC | $128M | Q4 2025 | 2/11/2026 | 11 |
| 8920 | Safe Harbor Family Capital, LLC | $128M | Q1 2026 | 5/12/2026 | 55 |
| 8921 | AEGON USA Investment Management, LLC | $128M | Q1 2026 | 4/21/2026 | 41 |
| 8922 | York GP, Ltd. | $128M | Q1 2026 | 4/15/2026 | 2 |
| 8923 | Tepp RIA, LLC | $128M | Q1 2026 | 4/22/2026 | 41 |
| 8924 | Ivory Union Consulting Ltd | $128M | Q1 2026 | 5/15/2026 | 3 |
| 8925 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $128M | Q1 2026 | 4/9/2026 | 62 |
| 8926 | Pelham Capital Ltd. | $128M | Q1 2026 | 5/12/2026 | 9 |
| 8927 | WLTH Capital Management, LLC | $128M | Q1 2026 | 4/10/2026 | 26 |
| 8928 | Summitas Investment Management LLC | $128M | Q1 2026 | 5/13/2026 | 10 |
| 8929 | Three Peaks Capital Management, LLC | $128M | Q1 2014 | 5/13/2014 | 71 |
| 8930 | Storgate, LLC | $127M | Q1 2026 | 5/6/2026 | 170 |
| 8931 | Clear Retirement Advice LLC | $127M | Q1 2026 | 4/28/2026 | 54 |
| 8932 | Concorde Financial Corp | $127M | Q1 2026 | 5/15/2026 | 26 |
| 8933 | RAYNER & HAYNOR | $127M | Q1 2014 | 4/11/2014 | 89 |
| 8934 | Ares Financial Consulting, LLC | $127M | Q1 2026 | 4/2/2026 | 1,066 |
| 8935 | Long Wharf Investors, Inc. | $127M | Q2 2014 | 8/4/2014 | 145 |
| 8936 | Aegis Wealth Management, Inc. | $127M | Q1 2026 | 4/20/2026 | 111 |
| 8937 | TREES INVESTMENT COUNSEL LLC | $127M | Q2 2014 | 7/23/2014 | 57 |
| 8938 | ACT CAPITAL MANAGEMENT, LLC | $127M | Q1 2026 | 5/8/2026 | 56 |
| 8939 | Madison Park Capital Advisors, LLC | $127M | Q1 2026 | 4/22/2026 | 62 |
| 8940 | PEREGRINE INVESTMENT MANAGEMENT INC | $127M | Q1 2026 | 4/15/2026 | 20 |
| 8941 | Sun Group Wealth Partners | $127M | Q1 2026 | 5/6/2026 | 73 |
| 8942 | Midwestern Financial, LLC /IA | $127M | Q1 2026 | 5/5/2026 | 54 |
| 8943 | STRATEGIC ADVISORY PARTNERS, LLC | $127M | Q1 2026 | 4/16/2026 | 96 |
| 8944 | PB INVESTMENT PARTNERS, L.P. | $127M | Q1 2026 | 5/8/2026 | 10 |
| 8945 | Van Diest Capital, LLC | $127M | Q1 2026 | 5/15/2026 | 190 |
| 8946 | Persium Advisors, LLC | $127M | Q1 2026 | 5/1/2026 | 60 |
| 8947 | Value Base Ltd. | $127M | Q1 2026 | 5/6/2026 | 7 |
| 8948 | TRUE BLUE FINANCIAL, LLC | $127M | Q1 2026 | 4/24/2026 | 52 |
| 8949 | COLUMBIA CAPITAL LLC | $127M | Q2 2014 | 7/16/2014 | 77 |
| 8950 | Hegarty Advisors, LLC | $127M | Q1 2026 | 4/30/2026 | 57 |
| 8951 | Timelo Investment Management Inc. | $127M | Q1 2026 | 5/14/2026 | 51 |
| 8952 | VUB Generali dochodkova spravcovska spolocnost, a.s. | $127M | Q1 2026 | 4/30/2026 | 91 |
| 8953 | TRAVELERS COMPANIES, INC. | $127M | Q1 2026 | 5/11/2026 | 1 |
| 8954 | INTEGRATED WEALTH COUNSEL, LLC | $127M | Q1 2014 | 5/19/2014 | 165 |
| 8955 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $127M | Q1 2026 | 5/6/2026 | 18 |
| 8956 | D. SCOTT NEAL, INC. | $127M | Q2 2014 | 7/8/2014 | 34 |
| 8957 | POINCIANA ADVISORS GROUP, LLC | $127M | Q1 2026 | 4/16/2026 | 130 |
| 8958 | Alpha Advisors, LLC/VA | $127M | Q1 2026 | 5/14/2026 | 47 |
| 8959 | GUARDIAN INVESTMENT MANAGEMENT | $127M | Q1 2026 | 4/16/2026 | 60 |
| 8960 | Ares Systematic Credit Ltd | $127M | Q1 2026 | 5/15/2026 | 150 |
| 8961 | NewFocus Financial Group, LLC | $127M | Q2 2014 | 7/23/2014 | 46 |
| 8962 | 180 GPS Investments IC Ltd | $127M | Q4 2025 | 2/13/2026 | 20 |
| 8963 | Ehrenkranz Partners L.P. | $126M | Q1 2026 | 5/15/2026 | 47 |
| 8964 | HALLSTATT ADVISORS L.P. | $126M | Q1 2026 | 5/7/2026 | 15 |
| 8965 | Veratis Advisors, Inc. | $126M | Q4 2025 | 2/18/2026 | 75 |
| 8966 | GRIZZLYROCK CAPITAL, LLC | $126M | Q1 2026 | 5/15/2026 | 18 |
| 8967 | GILPIN WEALTH MANAGEMENT, LLC | $126M | Q1 2026 | 4/21/2026 | 999 |
| 8968 | LUTS & GREENLEIGH GROUP, INC. | $126M | Q1 2026 | 5/5/2026 | 89 |
| 8969 | Mallini Complete Financial Planning LLC | $126M | Q1 2026 | 4/13/2026 | 61 |
| 8970 | GTS FINANCIAL, LLC | $126M | Q1 2026 | 5/19/2026 | 43 |
| 8971 | Sageworth Trust Co of South Dakota | $126M | Q1 2026 | 4/29/2026 | 56 |
| 8972 | BLODGETT WEALTH ADVISORS, LLC | $126M | Q1 2026 | 4/30/2026 | 64 |
| 8973 | NS Advisors, LLC | $126M | Q1 2014 | 5/15/2014 | 14 |
| 8974 | Sandell Investment Services LLC | $126M | Q1 2014 | 5/1/2014 | 21 |
| 8975 | BROOKTREE CAPITAL MANAGEMENT | $126M | Q1 2026 | 5/6/2026 | 44 |
| 8976 | CHESAPEAKE ASSET MANAGEMENT LLC | $126M | Q1 2026 | 5/12/2026 | 328 |
| 8977 | Brandywine Asset Management, Inc. | $126M | Q1 2026 | 4/22/2026 | 14 |
| 8978 | BINGHAM PRIVATE WEALTH, LLC | $126M | Q1 2026 | 5/7/2026 | 164 |
| 8979 | VISTA FINANCE, LLC | $126M | Q1 2026 | 5/4/2026 | 55 |
| 8980 | Uptown Financial Advisors LLC | $126M | Q1 2026 | 4/13/2026 | 76 |
| 8981 | BURR FINANCIAL SERVICES, LLC | $126M | Q1 2026 | 4/10/2026 | 25 |
| 8982 | NorthAvenue LLC | $126M | Q1 2026 | 4/15/2026 | 266 |
| 8983 | Northstar Financial Companies, Inc. | $126M | Q1 2026 | 5/5/2026 | 112 |
| 8984 | IDG China Venture Capital Fund V Associates L.P. | $126M | Q1 2026 | 5/1/2026 | 1 |
| 8985 | Lane Generational LLC | $126M | Q1 2026 | 5/14/2026 | 39 |
| 8986 | BluePrint Investing LLC | $126M | Q1 2026 | 4/22/2026 | 26 |
| 8987 | AGMAN CAPITAL LLC | $126M | Q1 2026 | 4/29/2026 | 18 |
| 8988 | VIRTUE ASSET MANAGEMENT LLC | $126M | Q1 2026 | 5/12/2026 | 106 |
| 8989 | Cauble & Harre Wealth Management, Inc. | $126M | Q1 2026 | 5/14/2026 | 74 |
| 8990 | Lauer Wealth, LLC | $126M | Q1 2026 | 4/13/2026 | 67 |
| 8991 | REDSTONE WEALTH MANAGEMENT, LLC | $125M | Q1 2026 | 4/16/2026 | 43 |
| 8992 | Golden Bell Financial Planning LLC | $125M | Q1 2026 | 5/5/2026 | 37 |
| 8993 | VanWeelden Wealth Management, LLC | $125M | Q1 2026 | 5/12/2026 | 31 |
| 8994 | Mueller Wealth, LLC | $125M | Q1 2026 | 5/1/2026 | 17 |
| 8995 | Boyle Capital Management, L.L.C. | $125M | Q2 2014 | 7/18/2014 | 24 |
| 8996 | ASL Financial, LLC | $125M | Q1 2026 | 4/9/2026 | 91 |
| 8997 | Carbahal Olsen Financial Services Group, LLC | $125M | Q1 2026 | 5/11/2026 | 37 |
| 8998 | Finward Bancorp | $125M | Q1 2026 | 4/10/2026 | 104 |
| 8999 | PCG ASSET MANAGEMENT, LLC | $125M | Q1 2026 | 5/12/2026 | 78 |
| 9000 | Freestate Advisors LLC | $125M | Q1 2026 | 4/9/2026 | 42 |