Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8801 | Cria, Inc. | $138M | Q1 2026 | 5/15/2026 | 2 |
| 8802 | Arsenal Capital Advisors LLC | $138M | Q1 2026 | 5/7/2026 | 98 |
| 8803 | Approach Retirement Advisors, LLC | $138M | Q2 2026 | 7/15/2026 | 82 |
| 8804 | LSP Investment Advisors, LLC | $138M | Q1 2026 | 5/15/2026 | 19 |
| 8805 | Cooksen Wealth, LLC | $138M | Q1 2026 | 4/30/2026 | 45 |
| 8806 | Rubicon Founders LLC | $138M | Q1 2026 | 5/15/2026 | 3 |
| 8807 | Clayton Partners LLC | $138M | Q1 2026 | 5/15/2026 | 38 |
| 8808 | Octahedron Capital Management L.P. | $138M | Q1 2026 | 5/15/2026 | 18 |
| 8809 | Wolf Group Capital Advisors | $138M | Q2 2014 | 8/8/2014 | 96 |
| 8810 | Flight Deck Capital, LP | $137M | Q1 2026 | 5/15/2026 | 10 |
| 8811 | Goldenstone Wealth Management LLC | $137M | Q1 2026 | 5/8/2026 | 89 |
| 8812 | AI-Squared Management Ltd | $137M | Q1 2026 | 5/12/2026 | 19 |
| 8813 | Veritas Investment Management (UK) Ltd | $137M | Q2 2014 | 8/11/2014 | 59 |
| 8814 | 46 Peaks LLC | $137M | Q1 2026 | 5/1/2026 | 21 |
| 8815 | DIAMANT ASSET MANAGEMENT, INC. | $137M | Q1 2026 | 4/22/2026 | 76 |
| 8816 | LANE BROTHERS & CO INC | $137M | Q1 2026 | 5/5/2026 | 83 |
| 8817 | Northern Financial Advisors Inc | $137M | Q1 2026 | 4/28/2026 | 105 |
| 8818 | Institutional Venture Management XIII, LLC | $137M | Q2 2014 | 8/11/2014 | 5 |
| 8819 | Farnam Financial LLC | $137M | Q2 2026 | 7/22/2026 | 53 |
| 8820 | MIDWEST INVESTMENT MANAGEMENT LLC | $137M | Q2 2014 | 8/6/2014 | 57 |
| 8821 | FS Capital Partners V, LLC | $137M | Q2 2014 | 7/31/2014 | 1 |
| 8822 | Bank of Marin | $137M | Q1 2026 | 5/14/2026 | 135 |
| 8823 | Ridgeline Wealth Planning, LLC | $137M | Q1 2026 | 5/5/2026 | 51 |
| 8824 | Schwallier Wealth Management LLC | $137M | Q1 2026 | 5/5/2026 | 58 |
| 8825 | Generation Capital Management LLC | $137M | Q1 2026 | 5/8/2026 | 74 |
| 8826 | Stone Wealth Partners | $137M | Q2 2026 | 7/16/2026 | 63 |
| 8827 | South Shore Capital Advisors | $137M | Q1 2026 | 4/28/2026 | 139 |
| 8828 | Sonnipe Ltd | $137M | Q1 2026 | 5/15/2026 | 1 |
| 8829 | URS Advisory LLC | $137M | Q1 2026 | 4/23/2026 | 51 |
| 8830 | MENLO ADVISORS LLC | $137M | Q2 2014 | 7/16/2014 | 35 |
| 8831 | Compass Financial Group, Inc. (Ohio) | $137M | Q1 2026 | 5/8/2026 | 45 |
| 8832 | Barings Real Estate Advisers LLC | $137M | Q2 2014 | 8/11/2014 | 49 |
| 8833 | Fulcrum Equity Management | $136M | Q2 2026 | 7/9/2026 | 144 |
| 8834 | Tenere Capital LLC | $136M | Q1 2026 | 5/15/2026 | 22 |
| 8835 | Transmarket Holdings LP | $136M | Q2 2026 | 7/21/2026 | 33 |
| 8836 | LuminArx Capital Management LP | $136M | Q1 2026 | 5/14/2026 | 83 |
| 8837 | Jolley Asset Management, LLC | $136M | Q2 2014 | 7/22/2014 | 124 |
| 8838 | RAHLFS CAPITAL, LLC | $136M | Q1 2026 | 5/11/2026 | 86 |
| 8839 | Pollock Investment Advisors, LLC | $136M | Q4 2025 | 2/12/2026 | 40 |
| 8840 | RAIFF PARTNERS INC | $136M | Q1 2014 | 5/14/2014 | 30 |
| 8841 | Gagnon Advisors, LLC | $136M | Q1 2026 | 4/21/2026 | 22 |
| 8842 | Womack Financial LLC | $136M | Q1 2026 | 5/11/2026 | 71 |
| 8843 | MUIRFIELD WEALTH ADVISORS LLC | $136M | Q1 2026 | 4/22/2026 | 80 |
| 8844 | Sovereign's Capital Management, LLC | $136M | Q1 2026 | 5/15/2026 | 76 |
| 8845 | Black Diamond Capital Management I, LLLP | $136M | Q1 2026 | 5/15/2026 | 8 |
| 8846 | Lionshead Wealth Management, LLC | $136M | Q1 2026 | 5/11/2026 | 108 |
| 8847 | Vantus Wealth LLC | $136M | Q4 2025 | 2/10/2026 | 196 |
| 8848 | WPG Advisers, LLC | $136M | Q1 2026 | 4/29/2026 | 1,476 |
| 8849 | Amber Capital Management LP | $136M | Q1 2014 | 5/15/2014 | 5 |
| 8850 | New Vernon Capital Holdings II LLC | $136M | Q1 2026 | 5/15/2026 | 77 |
| 8851 | Gaddis Premier Wealth Advisors LLC | $136M | Q1 2026 | 5/5/2026 | 85 |
| 8852 | TRV GP VI, LLC | $136M | Q1 2026 | 5/7/2026 | 3 |
| 8853 | Wishbone Management, LP | $136M | Q1 2026 | 5/14/2026 | 4 |
| 8854 | Ulland Investment Advisors, LLC | $136M | Q2 2026 | 7/16/2026 | 227 |
| 8855 | Targeted Financial Services LLC | $136M | Q2 2026 | 7/16/2026 | 63 |
| 8856 | Total Wealth Planning & Management, Inc. | $135M | Q1 2026 | 5/5/2026 | 201 |
| 8857 | Fosse Capital Partners LLP | $135M | Q1 2026 | 5/14/2026 | 2 |
| 8858 | GRANITE ISLANDS PRIVATE WEALTH, LLC | $135M | Q2 2026 | 7/21/2026 | 78 |
| 8859 | ALLSTREET CAPITAL ADVISORS LLC | $135M | Q1 2026 | 7/16/2026 | 63 |
| 8860 | Grand Central Investment Group | $135M | Q1 2026 | 4/23/2026 | 44 |
| 8861 | FORTRESS FINANCIAL GROUP, LLC | $135M | Q1 2026 | 5/15/2026 | 87 |
| 8862 | Terra Nova Asset Management LLC | $135M | Q1 2026 | 4/16/2026 | 83 |
| 8863 | Murphy & Mullick Capital Management Corp | $135M | Q1 2026 | 4/17/2026 | 726 |
| 8864 | ISZO CAPITAL LP | $135M | Q4 2013 | 2/14/2014 | 10 |
| 8865 | Key Colony Management, LLC | $135M | Q1 2014 | 5/15/2014 | 18 |
| 8866 | PARAGON CAPITAL MANAGEMENT INC | $135M | Q2 2026 | 7/22/2026 | 80 |
| 8867 | Alamea Verwaltungs GmbH | $135M | Q1 2026 | 5/11/2026 | 82 |
| 8868 | Private Ocean, LLC | $135M | Q2 2014 | 7/30/2014 | 218 |
| 8869 | Isabella Capital Management LLP | $135M | Q1 2026 | 5/15/2026 | 9 |
| 8870 | Western Reserve Capital Management, LLC | $135M | Q2 2026 | 7/21/2026 | 53 |
| 8871 | B Group, Inc. | $135M | Q1 2026 | 5/15/2026 | 20 |
| 8872 | University of Pittsburgh - Of the Commonwealth System of Higher Education | $135M | Q1 2026 | 4/30/2026 | 1 |
| 8873 | Trutina Financial LLC | $135M | Q1 2014 | 5/5/2014 | 343 |
| 8874 | Enhancing Capital LLC | $135M | Q1 2026 | 5/8/2026 | 86 |
| 8875 | General Equity Holdings LP | $135M | Q1 2026 | 5/15/2026 | 11 |
| 8876 | Andrew Hill Investment Advisors, Inc. | $135M | Q2 2026 | 7/15/2026 | 57 |
| 8877 | PacWest Financial Management Inc | $135M | Q2 2014 | 7/24/2014 | 88 |
| 8878 | Seneschal Advisors, LLC | $135M | Q1 2026 | 5/8/2026 | 594 |
| 8879 | Saber Capital Managment, LLC | $135M | Q1 2026 | 5/6/2026 | 34 |
| 8880 | Joel Adams & Associates, Inc. | $135M | Q1 2026 | 4/20/2026 | 64 |
| 8881 | Somerset Group LLC | $135M | Q1 2026 | 5/13/2026 | 59 |
| 8882 | Life Planning Partners, Inc | $135M | Q2 2026 | 7/21/2026 | 71 |
| 8883 | Athena Wealth Management, LLC | $134M | Q2 2026 | 7/21/2026 | 104 |
| 8884 | Tsai Capital Corp | $134M | Q1 2026 | 5/14/2026 | 19 |
| 8885 | Avantra Family Wealth, Inc. | $134M | Q1 2026 | 4/22/2026 | 158 |
| 8886 | Hingham Institution for Savings | $134M | Q2 2026 | 7/20/2026 | 15 |
| 8887 | Harpswell Capital Advisors, LLC | $134M | Q1 2026 | 4/10/2026 | 36 |
| 8888 | Spear Advisors LLC | $134M | Q1 2026 | 5/15/2026 | 26 |
| 8889 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $134M | Q1 2026 | 5/6/2026 | 80 |
| 8890 | LWM ADVISORS INC | $134M | Q2 2026 | 7/9/2026 | 37 |
| 8891 | Kistler-Tiffany Companies, LLC | $134M | Q1 2014 | 5/13/2014 | 579 |
| 8892 | Arnold Financial Planning LLC | $134M | Q2 2026 | 7/13/2026 | 41 |
| 8893 | WAYSTONE ADVISORS LLC | $134M | Q2 2026 | 7/16/2026 | 110 |
| 8894 | Asempa Wealth Advisors | $134M | Q2 2026 | 7/13/2026 | 119 |
| 8895 | KVP Capital Advisors, LP | $134M | Q1 2026 | 5/13/2026 | 32 |
| 8896 | Freestate Advisors LLC | $134M | Q2 2026 | 7/9/2026 | 42 |
| 8897 | BROADWATER CAPITAL MANAGEMENT LLC | $134M | Q4 2025 | 2/3/2026 | 211 |
| 8898 | RoundAngle Advisors LLC | $134M | Q1 2026 | 4/8/2026 | 60 |
| 8899 | Paller Financial Services Inc | $134M | Q2 2026 | 7/7/2026 | 44 |
| 8900 | BluePrint Investing LLC | $134M | Q2 2026 | 7/17/2026 | 26 |
| 8901 | DWR WEALTH MANAGEMENT, LLC | $134M | Q2 2026 | 7/7/2026 | 56 |
| 8902 | Cannae Holdings, Inc. | $134M | Q2 2026 | 7/13/2026 | 2 |
| 8903 | Langdon Equity Partners | $134M | Q1 2026 | 5/14/2026 | 11 |
| 8904 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $134M | Q1 2026 | 5/5/2026 | 52 |
| 8905 | PW ADVISORS, LLC \ FL | $133M | Q1 2026 | 4/24/2026 | 35 |
| 8906 | LightSquare Wealth Management, LLC | $133M | Q1 2026 | 5/11/2026 | 92 |
| 8907 | Trace Wealth Advisors, LLC | $133M | Q1 2026 | 5/13/2026 | 66 |
| 8908 | Meditor Group Ltd | $133M | Q2 2014 | 7/8/2014 | 3 |
| 8909 | Williamson Legacy Group, LLC | $133M | Q1 2026 | 5/13/2026 | 81 |
| 8910 | Brickwood Asset Management LLP | $133M | Q1 2026 | 4/28/2026 | 10 |
| 8911 | Harbor Asset Planning, Inc. | $133M | Q2 2026 | 7/22/2026 | 416 |
| 8912 | LITTLEJOHN FINANCIAL SERVICES, INC. | $133M | Q1 2026 | 4/23/2026 | 61 |
| 8913 | Synergy Financial Group, LTD | $133M | Q1 2026 | 5/14/2026 | 123 |
| 8914 | Winter & Associates, Inc. | $133M | Q2 2026 | 7/9/2026 | 85 |
| 8915 | FIDUCIARY ADVISORS, INC. | $133M | Q1 2026 | 4/16/2026 | 121 |
| 8916 | Strategic Value Partners, LLC | $133M | Q1 2026 | 5/13/2026 | 1 |
| 8917 | Phillips Wealth Planners LLC | $133M | Q1 2026 | 5/14/2026 | 210 |
| 8918 | Bonfire Financial | $133M | Q1 2026 | 5/6/2026 | 57 |
| 8919 | Sherman Wealth Management LLC | $133M | Q2 2026 | 7/9/2026 | 84 |
| 8920 | Harbour Wealth Management Group, Inc. | $133M | Q1 2026 | 4/17/2026 | 89 |
| 8921 | Centerpoint Advisory Group | $133M | Q1 2026 | 4/29/2026 | 108 |
| 8922 | Forty-three Eighteen Advisors, LLC | $133M | Q1 2026 | 5/6/2026 | 75 |
| 8923 | WHI TRUST Co LLC | $133M | Q1 2026 | 4/24/2026 | 88 |
| 8924 | Frisco Financial Planning LLC | $133M | Q2 2026 | 7/2/2026 | 29 |
| 8925 | New Covenant Trust Company, N.A. | $133M | Q2 2026 | 7/13/2026 | 107 |
| 8926 | FIRST CITIZENS BANCORPORATION INC | $133M | Q2 2014 | 7/16/2014 | 104 |
| 8927 | Madrid Wealth Management, LLC | $133M | Q1 2026 | 4/21/2026 | 70 |
| 8928 | SIGNAL TREE FINANCIAL PARTNERS LLC | $132M | Q1 2026 | 5/15/2026 | 47 |
| 8929 | 9823 Capital, L.P. | $132M | Q1 2026 | 5/15/2026 | 45 |
| 8930 | North Capital, Inc. | $132M | Q2 2026 | 7/14/2026 | 102 |
| 8931 | Royal Capital Management, LLC | $132M | Q1 2014 | 5/15/2014 | 19 |
| 8932 | Axos Invest Inc. | $132M | Q1 2026 | 5/12/2026 | 19 |
| 8933 | Longer Investments Inc. | $132M | Q2 2014 | 7/29/2014 | 44 |
| 8934 | Fox Point Capital Management LLC | $132M | Q1 2014 | 5/14/2014 | 23 |
| 8935 | Park State Asset Management | $132M | Q1 2026 | 5/19/2026 | 20 |
| 8936 | Macco Financial Group, Inc. | $132M | Q1 2026 | 4/23/2026 | 21 |
| 8937 | Penbrook Management LLC | $132M | Q1 2026 | 4/21/2026 | 93 |
| 8938 | Boyce & Associates Wealth Consulting, Inc. | $132M | Q1 2026 | 4/13/2026 | 80 |
| 8939 | Financial Planning Fort Collins, LLC | $132M | Q2 2026 | 7/10/2026 | 33 |
| 8940 | Vilga Financial Planning LLC | $132M | Q2 2026 | 7/9/2026 | 93 |
| 8941 | Dale Q Rice Investment Management Ltd | $132M | Q1 2026 | 5/8/2026 | 68 |
| 8942 | First Growth Capital LLC | $132M | Q2 2026 | 7/16/2026 | 138 |
| 8943 | Phillip James Consulting Co. | $132M | Q1 2026 | 5/11/2026 | 378 |
| 8944 | Finward Bancorp | $132M | Q2 2026 | 7/16/2026 | 107 |
| 8945 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $132M | Q1 2026 | 5/14/2026 | 408 |
| 8946 | TWIN CITY PRIVATE WEALTH, LLC | $132M | Q1 2026 | 4/24/2026 | 96 |
| 8947 | REICON WEALTH ADVISORS, LLC | $132M | Q1 2026 | 5/8/2026 | 72 |
| 8948 | Richard Young Associates, Ltd. | $132M | Q1 2026 | 5/7/2026 | 25 |
| 8949 | Sivik Global Healthcare LLC | $132M | Q2 2026 | 7/20/2026 | 34 |
| 8950 | RIK SAYLOR FINANCIAL, INC. | $132M | Q1 2026 | 5/8/2026 | 85 |
| 8951 | VISA FOUNDATION | $132M | Q1 2026 | 5/7/2026 | 1 |
| 8952 | ATX Financial Planning, LLC | $132M | Q1 2026 | 4/30/2026 | 81 |
| 8953 | Graver Capital Management, LLC | $132M | Q1 2026 | 4/23/2026 | 25 |
| 8954 | Fairway Financial, LLC | $132M | Q1 2026 | 5/11/2026 | 23 |
| 8955 | BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | $132M | Q2 2026 | 7/1/2026 | 1 |
| 8956 | PlanVest Financial, Inc | $131M | Q1 2026 | 5/14/2026 | 565 |
| 8957 | Paladin Advisory Group, LLC | $131M | Q1 2026 | 4/30/2026 | 241 |
| 8958 | Axiom Investment Management LLC | $131M | Q1 2026 | 5/26/2026 | 386 |
| 8959 | Waycross Investment Management Co | $131M | Q2 2026 | 7/14/2026 | 59 |
| 8960 | Pangea Capital Gestao de Recursos Ltda. | $131M | Q1 2026 | 6/18/2026 | 8 |
| 8961 | SIMA Wealth Partners, LLC | $131M | Q1 2026 | 5/15/2026 | 131 |
| 8962 | Hampshire Trust LLC | $131M | Q2 2014 | 8/11/2014 | 2 |
| 8963 | Vested Financial Planning, LLC | $131M | Q1 2026 | 4/16/2026 | 27 |
| 8964 | Alcosta Capital Management, Inc. | $131M | Q1 2026 | 5/14/2026 | 23 |
| 8965 | AFBI LP | $131M | Q1 2026 | 5/13/2026 | 1 |
| 8966 | Collier Financial | $131M | Q1 2026 | 5/11/2026 | 136 |
| 8967 | John S. & James L. Knight Foundation, Inc. | $131M | Q4 2025 | 1/23/2026 | 3 |
| 8968 | Schrum Private Wealth Management LLC | $131M | Q1 2026 | 5/8/2026 | 126 |
| 8969 | Eagle Wealth Advisors LLC | $131M | Q2 2026 | 7/13/2026 | 100 |
| 8970 | Jordan Park Trust Co LLC | $131M | Q1 2026 | 4/30/2026 | 14 |
| 8971 | YORKVILLE CAPITAL MANAGEMENT, LLC | $131M | Q1 2014 | 5/15/2014 | 52 |
| 8972 | James Reed Financial Services, Inc. | $131M | Q2 2026 | 7/16/2026 | 19 |
| 8973 | Ramiah Investment Group | $131M | Q2 2026 | 7/16/2026 | 79 |
| 8974 | Evergreen Wealth Partners LLC | $131M | Q1 2026 | 5/8/2026 | 84 |
| 8975 | Western Asset Management Company, LLC | $131M | Q1 2014 | 5/15/2014 | 23 |
| 8976 | FULCRUM WEALTH ADVISORS, LLC | $131M | Q2 2026 | 7/21/2026 | 81 |
| 8977 | LTG Capital LLC | $131M | Q1 2026 | 5/15/2026 | 23 |
| 8978 | ABS Direct Equity Fund LLC | $131M | Q1 2026 | 5/15/2026 | 109 |
| 8979 | METROPOLITAN CAPITAL ADVISORS INC | $131M | Q2 2014 | 8/8/2014 | 41 |
| 8980 | Aldebaran Capital, LLC | $131M | Q1 2026 | 5/7/2026 | 43 |
| 8981 | Castlefield Investment Partners LLP | $131M | Q1 2026 | 5/15/2026 | 35 |
| 8982 | Emmett Investment Management, LP | $131M | Q1 2026 | 5/15/2026 | 24 |
| 8983 | ASIA PACIFIC ASSOCIATES III LTD | $131M | Q1 2014 | 5/13/2014 | 1 |
| 8984 | NIGHTVIEW CAPITAL, LLC | $131M | Q1 2026 | 4/15/2026 | 15 |
| 8985 | Cordasco Financial Network | $130M | Q2 2014 | 8/11/2014 | 303 |
| 8986 | ROBSHAW & JULIAN ASSOCIATES INC | $130M | Q2 2014 | 8/1/2014 | 39 |
| 8987 | Corbenic Partners LLC | $130M | Q2 2014 | 8/11/2014 | 114 |
| 8988 | 4WEALTH ADVISORS, INC. | $130M | Q2 2026 | 7/17/2026 | 151 |
| 8989 | R.H. Dinel Investment Counsel, Inc. | $130M | Q2 2026 | 7/13/2026 | 40 |
| 8990 | Oder Investment Management, LLC | $130M | Q1 2026 | 5/5/2026 | 102 |
| 8991 | WHIPPOORWILL ASSOCIATES, INC. | $130M | Q1 2014 | 5/14/2014 | 7 |
| 8992 | Eddie Patel Inc | $130M | Q1 2026 | 5/11/2026 | 95 |
| 8993 | Lynch Investment Planning, LLC | $130M | Q2 2026 | 7/17/2026 | 56 |
| 8994 | Cushing Capital Partners, LLC | $130M | Q1 2026 | 4/20/2026 | 96 |
| 8995 | APS Management Group, Inc. | $130M | Q2 2026 | 7/10/2026 | 77 |
| 8996 | Illumine Investment Management, LLC | $130M | Q1 2026 | 5/4/2026 | 92 |
| 8997 | Windward Management LP | $130M | Q1 2026 | 5/15/2026 | 10 |
| 8998 | AZENTUS CAPITAL MANAGEMENT Ltd | $130M | Q1 2014 | 5/15/2014 | 8 |
| 8999 | CORE WEALTH ADVISORS, LLC | $130M | Q1 2026 | 4/28/2026 | 33 |
| 9000 | Elizabeth Park Capital Advisors, Ltd. | $130M | Q1 2026 | 5/14/2026 | 46 |