Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 8801 | PHOENIX ASSET MANAGEMENT PARTNERS Ltd | $152M | Q2 2026 | 8/11/2026 | 12 |
| 8802 | Redwood Park Advisors LLC | $152M | Q2 2026 | 8/11/2026 | 353 |
| 8803 | Clayton Partners LLC | $152M | Q2 2026 | 8/14/2026 | 44 |
| 8804 | Tannin Capital LLC | $152M | Q2 2026 | 8/4/2026 | 169 |
| 8805 | CRCM LP | $152M | Q2 2026 | 8/18/2026 | 14 |
| 8806 | IF Advisors, LLC | $152M | Q2 2026 | 8/13/2026 | 60 |
| 8807 | MOULTON WEALTH MANAGEMENT, INC | $152M | Q2 2026 | 7/6/2026 | 66 |
| 8808 | Chung Wu Investment Group, LLC | $152M | Q2 2026 | 7/31/2026 | 283 |
| 8809 | WealthTrak Capital Management LLC | $152M | Q2 2026 | 8/4/2026 | 77 |
| 8810 | Hummer Financial Advisory Services Inc | $152M | Q2 2026 | 7/7/2026 | 129 |
| 8811 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $152M | Q2 2026 | 7/10/2026 | 84 |
| 8812 | Prota Financial, LLC | $152M | Q2 2026 | 7/7/2026 | 70 |
| 8813 | Uptown Financial Advisors LLC | $152M | Q2 2026 | 7/10/2026 | 88 |
| 8814 | Advaya LLP | $152M | Q2 2026 | 8/12/2026 | 6 |
| 8815 | True Light Capital Pte. Ltd. | $152M | Q2 2026 | 8/7/2026 | 8 |
| 8816 | TTRF Capital Ltd | $152M | Q2 2026 | 7/6/2026 | 13 |
| 8817 | GROW Partners, LLC | $152M | Q1 2014 | 5/22/2014 | 28 |
| 8818 | WASHINGTON CAPITAL MANAGEMENT, INC | $152M | Q2 2026 | 7/21/2026 | 113 |
| 8819 | IDG Technology Venture Investment III, LLC | $152M | Q1 2014 | 5/15/2014 | 2 |
| 8820 | BANKERS TRUST CO OF SOUTH DAKOTA | $151M | Q1 2014 | 5/15/2014 | 37 |
| 8821 | Meritech Capital Associates V L.L.C. | $151M | Q2 2026 | 8/14/2026 | 2 |
| 8822 | RPS ADVISORY SOLUTIONS LLC | $151M | Q2 2026 | 8/11/2026 | 104 |
| 8823 | Paladin Partners, LLC | $151M | Q2 2026 | 8/7/2026 | 214 |
| 8824 | Mittelman Wealth Management | $151M | Q2 2026 | 8/6/2026 | 53 |
| 8825 | Williams & Novak, LLC | $151M | Q2 2026 | 7/8/2026 | 146 |
| 8826 | MJT & Associates Financial Advisory Group, Inc. | $151M | Q2 2026 | 7/6/2026 | 465 |
| 8827 | Womack Financial LLC | $151M | Q2 2026 | 8/13/2026 | 70 |
| 8828 | Northern Financial Advisors Inc | $151M | Q2 2026 | 7/27/2026 | 100 |
| 8829 | Neumann Capital Management, LLC | $151M | Q2 2026 | 7/10/2026 | 58 |
| 8830 | Orographic Financial Advisors, LLC | $151M | Q2 2026 | 8/13/2026 | 105 |
| 8831 | Princeton Portfolio Strategies Group LLC | $151M | Q1 2014 | 5/15/2014 | 109 |
| 8832 | ATX Financial Planning, LLC | $151M | Q2 2026 | 8/20/2026 | 83 |
| 8833 | Hartmann Taylor Wealth Management, LLC | $151M | Q2 2026 | 7/28/2026 | 54 |
| 8834 | Black Diamond Capital Management I, LLLP | $151M | Q2 2026 | 8/14/2026 | 8 |
| 8835 | RIK SAYLOR FINANCIAL, INC. | $151M | Q2 2026 | 8/5/2026 | 89 |
| 8836 | Themes Management Co LLC | $151M | Q2 2026 | 7/21/2026 | 120 |
| 8837 | SIGNAL TREE FINANCIAL PARTNERS LLC | $151M | Q2 2026 | 8/14/2026 | 53 |
| 8838 | SAGE ADVISORS, LLC | $151M | Q4 2025 | 1/13/2026 | 48 |
| 8839 | Hamrick Investment Counsel, llc | $151M | Q2 2026 | 8/13/2026 | 184 |
| 8840 | A4 Wealth Advisors LLC | $151M | Q2 2026 | 7/28/2026 | 92 |
| 8841 | Adelphi Trust Co | $151M | Q2 2026 | 7/1/2026 | 114 |
| 8842 | Paladin Advisory Group, LLC | $151M | Q2 2026 | 7/28/2026 | 243 |
| 8843 | Slocum, Gordon & Co LLP | $151M | Q2 2026 | 7/23/2026 | 70 |
| 8844 | Stonebridge Financial Group, LLC / MO | $151M | Q2 2026 | 7/24/2026 | 171 |
| 8845 | CHAPMAN FINANCIAL GROUP, LLC | $150M | Q2 2026 | 8/5/2026 | 260 |
| 8846 | Richard Young Associates, Ltd. | $150M | Q2 2026 | 7/27/2026 | 29 |
| 8847 | GREENWOOD INVESTMENTS, INC. | $150M | Q1 2014 | 5/15/2014 | 19 |
| 8848 | Leibman Financial Services, Inc. | $150M | Q2 2026 | 7/14/2026 | 46 |
| 8849 | Geller Advisors LLC | $150M | Q1 2014 | 5/7/2014 | 22 |
| 8850 | Quattro Advisors LLC | $150M | Q2 2026 | 8/14/2026 | 58 |
| 8851 | Spartan Planning & Wealth Management | $150M | Q2 2026 | 7/22/2026 | 75 |
| 8852 | AmeriServ Wealth Advisors | $150M | Q2 2026 | 8/3/2026 | 54 |
| 8853 | PB INVESTMENT PARTNERS, L.P. | $150M | Q2 2026 | 8/14/2026 | 9 |
| 8854 | Index Venture Growth Associates III Ltd | $150M | Q2 2026 | 8/14/2026 | 2 |
| 8855 | Nicholson Meyer Capital Management, Inc. | $150M | Q2 2026 | 7/21/2026 | 45 |
| 8856 | BRIDGER MANAGEMENT, LLC | $150M | Q2 2026 | 8/17/2026 | 24 |
| 8857 | Kennondale Capital Management LLC | $150M | Q2 2026 | 8/10/2026 | 80 |
| 8858 | Peachtree Investment Advisors, Inc. | $150M | Q2 2014 | 7/10/2014 | 133 |
| 8859 | Turn8 Private Wealth Inc. | $150M | Q2 2026 | 8/3/2026 | 54 |
| 8860 | PW ADVISORS, LLC \ FL | $150M | Q2 2026 | 8/6/2026 | 36 |
| 8861 | Sankala Group LLC | $150M | Q2 2026 | 8/18/2026 | 631 |
| 8862 | Sovereign's Capital Management, LLC | $150M | Q2 2026 | 8/14/2026 | 70 |
| 8863 | IDG-Accel China Growth Fund Associates L.P. | $150M | Q1 2014 | 5/15/2014 | 3 |
| 8864 | PlanVest Financial, Inc | $150M | Q2 2026 | 8/10/2026 | 597 |
| 8865 | Safe Harbor Family Capital, LLC | $150M | Q2 2026 | 8/10/2026 | 57 |
| 8866 | Axiom Investment Management LLC | $150M | Q2 2026 | 7/30/2026 | 528 |
| 8867 | Phillip James Consulting Co. | $150M | Q2 2026 | 7/28/2026 | 332 |
| 8868 | Black Cypress Capital Management, LLC | $150M | Q2 2026 | 8/7/2026 | 29 |
| 8869 | Compass Financial Group, Inc. (Ohio) | $150M | Q2 2026 | 8/12/2026 | 48 |
| 8870 | LTG Capital LLC | $150M | Q2 2026 | 8/5/2026 | 24 |
| 8871 | EJF Capital LP | $150M | Q2 2026 | 8/13/2026 | 72 |
| 8872 | South Shore Capital Advisors | $149M | Q2 2026 | 7/30/2026 | 154 |
| 8873 | Platt Investment Counsel, LLC | $149M | Q2 2026 | 7/8/2026 | 14 |
| 8874 | BLODGETT WEALTH ADVISORS, LLC | $149M | Q2 2026 | 8/14/2026 | 72 |
| 8875 | HOERTKORN RICHARD CHARLES | $149M | Q2 2026 | 7/23/2026 | 72 |
| 8876 | Vennlight Capital Management, LP | $149M | Q2 2026 | 8/14/2026 | 32 |
| 8877 | Livingston Group Asset Management CO (operating as Southport Capital Management) | $149M | Q2 2014 | 7/15/2014 | 159 |
| 8878 | CANNELL CAPITAL LLC | $149M | Q2 2026 | 8/18/2026 | 36 |
| 8879 | Green Alpha Advisors, LLC | $149M | Q2 2026 | 8/11/2026 | 113 |
| 8880 | Phoenix Investment Adviser LLC | $149M | Q2 2014 | 8/6/2014 | 45 |
| 8881 | NORTHWEST INVESTMENT COUNSELORS, LLC | $149M | Q2 2014 | 7/29/2014 | 104 |
| 8882 | Cravens & Co Advisors, LLC | $149M | Q2 2026 | 8/12/2026 | 67 |
| 8883 | GARLAND CAPITAL MANAGEMENT INC | $149M | Q2 2014 | 7/31/2014 | 40 |
| 8884 | SEVEN MILE ADVISORY | $149M | Q2 2026 | 8/13/2026 | 158 |
| 8885 | Vested Financial Planning, LLC | $149M | Q2 2026 | 8/5/2026 | 29 |
| 8886 | Oder Investment Management, LLC | $149M | Q2 2026 | 8/11/2026 | 113 |
| 8887 | Pine Haven Investment Counsel, Inc | $149M | Q2 2026 | 7/8/2026 | 116 |
| 8888 | J2 Capital Management Inc | $149M | Q2 2026 | 7/20/2026 | 123 |
| 8889 | CAMELOT TECHNOLOGY ADVISORS, INC. | $149M | Q2 2026 | 7/10/2026 | 61 |
| 8890 | SIGNET MANAGEMENT USA, LLC | $149M | Q4 2013 | 2/11/2014 | 197 |
| 8891 | Sage Investment Advisers LLC | $149M | Q2 2026 | 7/9/2026 | 98 |
| 8892 | Forty-three Eighteen Advisors, LLC | $149M | Q2 2026 | 7/30/2026 | 74 |
| 8893 | FIDUCIARY ADVISORS, INC. | $149M | Q2 2026 | 7/24/2026 | 155 |
| 8894 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $149M | Q2 2026 | 7/13/2026 | 70 |
| 8895 | HAMILTON LANE ADVISORS LLC | $149M | Q2 2026 | 7/13/2026 | 14 |
| 8896 | Whipplewood Advisors, LLC | $149M | Q2 2026 | 7/27/2026 | 636 |
| 8897 | swisspartners Advisors Ltd | $148M | Q2 2026 | 8/11/2026 | 23 |
| 8898 | Northstar Financial Companies, Inc. | $148M | Q2 2026 | 8/6/2026 | 117 |
| 8899 | Morgan Creek Capital Management, LLC | $148M | Q2 2026 | 8/14/2026 | 15 |
| 8900 | Tuttle Capital Management, LLC | $148M | Q2 2026 | 7/30/2026 | 116 |
| 8901 | MONETTA FINANCIAL SERVICES INC | $148M | Q2 2026 | 8/10/2026 | 59 |
| 8902 | Ivory Union Consulting Ltd | $148M | Q2 2026 | 8/14/2026 | 3 |
| 8903 | Phil A. Younker & Associates, Ltd. | $148M | Q2 2026 | 8/7/2026 | 29 |
| 8904 | ALPHA WINDWARD LLC | $148M | Q2 2014 | 7/16/2014 | 392 |
| 8905 | Accordant Advisory Group Inc | $148M | Q2 2026 | 7/27/2026 | 242 |
| 8906 | Perissos Private Wealth Management, LLC | $148M | Q2 2026 | 8/13/2026 | 79 |
| 8907 | SACKS & ASSOCIATES, LLC | $148M | Q2 2026 | 8/4/2026 | 80 |
| 8908 | Vertex Investment Solutions Co., Ltd. | $148M | Q2 2026 | 7/15/2026 | 26 |
| 8909 | Peapod Lane Capital LLC | $148M | Q2 2026 | 7/27/2026 | 61 |
| 8910 | Nitor Capital Management LLC | $148M | Q2 2026 | 8/12/2026 | 24 |
| 8911 | Piscataqua Savings Bank | $148M | Q2 2026 | 7/9/2026 | 412 |
| 8912 | 9823 Capital, L.P. | $148M | Q2 2026 | 8/14/2026 | 33 |
| 8913 | MOON CAPITAL MANAGEMENT LP | $148M | Q2 2026 | 8/14/2026 | 14 |
| 8914 | Harbour Wealth Management Group, Inc. | $148M | Q2 2026 | 8/7/2026 | 89 |
| 8915 | Partnership Wealth Management, LLC | $148M | Q2 2026 | 7/10/2026 | 67 |
| 8916 | Cascabel Management LP | $148M | Q1 2014 | 5/15/2014 | 24 |
| 8917 | Ahara Advisors LLC | $148M | Q2 2026 | 7/30/2026 | 55 |
| 8918 | Total Wealth Planning & Management, Inc. | $148M | Q2 2026 | 7/28/2026 | 215 |
| 8919 | Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | $148M | Q2 2026 | 8/13/2026 | 12 |
| 8920 | Blake Schutter Theil Wealth Advisors, LLC | $148M | Q2 2026 | 7/15/2026 | 110 |
| 8921 | Alcosta Capital Management, Inc. | $148M | Q2 2026 | 8/13/2026 | 22 |
| 8922 | RF&L WEALTH MANAGEMENT, LLC | $148M | Q2 2026 | 7/22/2026 | 50 |
| 8923 | REYNOLDS CAPITAL MANAGEMENT LLC | $148M | Q2 2014 | 7/8/2014 | 341 |
| 8924 | LAWOOD & CO | $148M | Q2 2026 | 7/13/2026 | 95 |
| 8925 | BISLETT MANAGEMENT, LLC | $148M | Q2 2026 | 8/11/2026 | 18 |
| 8926 | ARGONAUT CAPITAL MANAGEMENT CORP | $148M | Q1 2014 | 5/15/2014 | 20 |
| 8927 | Vanguard Capital Wealth Advisors | $148M | Q2 2026 | 7/23/2026 | 132 |
| 8928 | LiftPoint Family Wealth Advisors LLC | $148M | Q2 2026 | 8/5/2026 | 69 |
| 8929 | Tepp RIA, LLC | $147M | Q2 2026 | 7/28/2026 | 49 |
| 8930 | Dorato Capital Management | $147M | Q2 2026 | 7/13/2026 | 254 |
| 8931 | Summit Financial Consulting LLC | $147M | Q2 2026 | 8/6/2026 | 49 |
| 8932 | Torch Wealth Management LLC | $147M | Q2 2014 | 7/23/2014 | 259 |
| 8933 | Red Tree Management, LLC | $147M | Q2 2026 | 7/22/2026 | 3 |
| 8934 | IDG China Venture Capital Fund IV Associates L.P. | $147M | Q2 2026 | 8/7/2026 | 4 |
| 8935 | Coquina Private Wealth LLC | $147M | Q2 2026 | 7/29/2026 | 101 |
| 8936 | Castlefield Investment Partners LLP | $147M | Q2 2026 | 8/13/2026 | 35 |
| 8937 | Sincerus Advisory, LLC | $147M | Q2 2026 | 7/6/2026 | 81 |
| 8938 | Cygnus Capital Advisors, LLC | $147M | Q2 2026 | 9/3/2026 | 74 |
| 8939 | Madson Wealth Advisors Inc | $147M | Q2 2026 | 7/21/2026 | 97 |
| 8940 | DIAMANT ASSET MANAGEMENT, INC. | $147M | Q2 2026 | 7/30/2026 | 81 |
| 8941 | WINNACLE WEALTH LLC | $147M | Q2 2026 | 7/21/2026 | 137 |
| 8942 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $147M | Q2 2014 | 7/15/2014 | 21 |
| 8943 | Koa Wealth Management, LLC | $147M | Q2 2026 | 7/20/2026 | 54 |
| 8944 | Saber Capital Managment, LLC | $147M | Q2 2026 | 7/27/2026 | 38 |
| 8945 | Crocodile Capital Partners GmbH | $147M | Q2 2026 | 7/7/2026 | 12 |
| 8946 | Reliant Investment Partners, LLC | $147M | Q2 2026 | 8/11/2026 | 126 |
| 8947 | Mueller Wealth, LLC | $147M | Q2 2026 | 8/3/2026 | 18 |
| 8948 | Markin Volterra Fund LP | $147M | Q2 2026 | 7/23/2026 | 69 |
| 8949 | Nitorum Capital, L.P. | $147M | Q2 2026 | 8/14/2026 | 23 |
| 8950 | Longbow Capital Partners, L.P. | $147M | Q1 2014 | 5/14/2014 | 44 |
| 8951 | WIREGRASS INVESTMENT MANAGEMENT LLC | $147M | Q2 2026 | 8/7/2026 | 113 |
| 8952 | LB Partners LLC | $147M | Q2 2026 | 7/30/2026 | 34 |
| 8953 | Fjell Capital, LLC | $147M | Q2 2026 | 7/15/2026 | 66 |
| 8954 | Sun Group Wealth Partners | $147M | Q2 2026 | 7/23/2026 | 81 |
| 8955 | Potomac Capital Management, Inc. | $147M | Q2 2026 | 8/14/2026 | 68 |
| 8956 | Guild Investment Management, Inc. | $146M | Q2 2026 | 7/28/2026 | 59 |
| 8957 | Midwest Financial Network, LLC | $146M | Q2 2026 | 7/7/2026 | 105 |
| 8958 | Intrinsic Value Partners, LLC | $146M | Q2 2026 | 7/14/2026 | 73 |
| 8959 | NIEMANN CAPITAL MANAGEMENT INC | $146M | Q2 2014 | 8/4/2014 | 21 |
| 8960 | Susquehanna Capital Management, LLC | $146M | Q2 2026 | 8/14/2026 | 1 |
| 8961 | LUMINUS MANAGEMENT LLC | $146M | Q2 2026 | 8/14/2026 | 30 |
| 8962 | ACUITY INVESTMENT MANAGEMENT INC | $146M | Q2 2014 | 7/30/2014 | 154 |
| 8963 | Fairway Financial, LLC | $146M | Q2 2026 | 8/3/2026 | 23 |
| 8964 | Collier Financial | $146M | Q2 2026 | 7/30/2026 | 141 |
| 8965 | Mosaic Financial Partners, Inc. | $146M | Q2 2014 | 8/5/2014 | 50 |
| 8966 | Seneschal Advisors, LLC | $146M | Q2 2026 | 8/13/2026 | 596 |
| 8967 | Clear Retirement Advice LLC | $146M | Q2 2026 | 7/15/2026 | 54 |
| 8968 | Bridgelight Financial Advisors, Inc. | $146M | Q2 2026 | 7/30/2026 | 49 |
| 8969 | Elm3 Financial Group, LLC | $146M | Q2 2026 | 7/29/2026 | 135 |
| 8970 | VALUE HOLDINGS LP | $146M | Q2 2014 | 8/8/2014 | 27 |
| 8971 | DMC Group, LLC | $146M | Q2 2026 | 7/28/2026 | 128 |
| 8972 | Antonelli Financial Advisors, LLC | $146M | Q2 2026 | 7/14/2026 | 53 |
| 8973 | Split Rock Private Trading & Wealth Management, LLC | $146M | Q2 2026 | 7/22/2026 | 49 |
| 8974 | JM2 Capital Inc. | $146M | Q2 2026 | 7/21/2026 | 121 |
| 8975 | AWH Capital, L.P. | $146M | Q2 2026 | 8/17/2026 | 22 |
| 8976 | Tenzing Financial LLC | $146M | Q2 2026 | 7/9/2026 | 84 |
| 8977 | Dentgroup LLC | $146M | Q4 2025 | 1/28/2026 | 93 |
| 8978 | Enhancing Capital LLC | $145M | Q2 2026 | 8/11/2026 | 90 |
| 8979 | WYNNEFIELD CAPITAL INC | $145M | Q2 2026 | 8/14/2026 | 8 |
| 8980 | BINGHAM PRIVATE WEALTH, LLC | $145M | Q2 2026 | 8/11/2026 | 178 |
| 8981 | Hegarty Advisors, LLC | $145M | Q2 2026 | 7/27/2026 | 66 |
| 8982 | RMR Capital Management, LLC | $145M | Q2 2026 | 7/27/2026 | 76 |
| 8983 | Corus Family Wealth Advisors | $145M | Q2 2026 | 7/30/2026 | 82 |
| 8984 | Cushing Capital Partners, LLC | $145M | Q2 2026 | 7/29/2026 | 99 |
| 8985 | Global Trust Wealth Management LLC | $145M | Q2 2026 | 7/16/2026 | 75 |
| 8986 | MERCATOR ASSET MANAGEMENT L P | $145M | Q2 2014 | 7/15/2014 | 4 |
| 8987 | Crescent Capital Group LP | $145M | Q1 2014 | 5/15/2014 | 20 |
| 8988 | Anchor Capital Management Group Inc | $145M | Q2 2026 | 7/28/2026 | 15 |
| 8989 | LightSquare Wealth Management, LLC | $145M | Q2 2026 | 8/3/2026 | 104 |
| 8990 | DARA CAPITAL US, INC. | $145M | Q2 2026 | 7/23/2026 | 110 |
| 8991 | VUB Generali dochodkova spravcovska spolocnost, a.s. | $145M | Q2 2026 | 7/23/2026 | 91 |
| 8992 | Clarity Retirement & Wealth, LLC | $145M | Q2 2026 | 7/30/2026 | 33 |
| 8993 | MAGNOLIA CAPITAL MANAGEMENT LTD | $145M | Q2 2026 | 7/10/2026 | 75 |
| 8994 | Futuris Asset Management AB | $145M | Q2 2014 | 8/6/2014 | 13 |
| 8995 | GIRARD PARTNERS LTD. | $145M | Q2 2014 | 8/8/2014 | 137 |
| 8996 | SWP Investment Management LLC | $145M | Q2 2026 | 7/1/2026 | 43 |
| 8997 | Pangea Capital Gestao de Recursos Ltda. | $145M | Q2 2026 | 8/14/2026 | 11 |
| 8998 | Elizabeth Park Capital Advisors, Ltd. | $145M | Q2 2026 | 8/13/2026 | 44 |
| 8999 | GILPIN WEALTH MANAGEMENT, LLC | $145M | Q2 2026 | 7/24/2026 | 1,064 |
| 9000 | Jacobs Equity LLC | $145M | Q2 2026 | 8/14/2026 | 121 |