Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9001 | M3 Wealth Management, LLC | $130M | Q1 2026 | 5/5/2026 | 35 |
| 9002 | BXM Wealth LLC | $130M | Q1 2026 | 4/23/2026 | 131 |
| 9003 | CPR Investments Inc. | $130M | Q2 2026 | 7/14/2026 | 55 |
| 9004 | Nitor Capital Management LLC | $130M | Q1 2026 | 5/14/2026 | 24 |
| 9005 | Clifford Group, LLC | $130M | Q1 2026 | 5/15/2026 | 80 |
| 9006 | Genoa Capital Gestora de Recursos Ltda. | $130M | Q1 2026 | 5/11/2026 | 9 |
| 9007 | Richwood Investment Advisors, LLC | $130M | Q1 2026 | 5/15/2026 | 98 |
| 9008 | Daytona Street Capital LLC | $130M | Q1 2026 | 4/10/2026 | 302 |
| 9009 | R.H. Investment Group, LLC | $130M | Q1 2026 | 4/14/2026 | 45 |
| 9010 | Hudson Oak Wealth Advisory LLC | $130M | Q2 2026 | 7/21/2026 | 52 |
| 9011 | BISLETT MANAGEMENT, LLC | $130M | Q1 2026 | 5/11/2026 | 18 |
| 9012 | Foothills Asset Management, Ltd. | $129M | Q2 2014 | 7/16/2014 | 54 |
| 9013 | BLALOCK WILLIAMS, LLC | $129M | Q1 2026 | 5/14/2026 | 144 |
| 9014 | OUTFITTERS FINANCIAL LLC | $129M | Q1 2026 | 4/21/2026 | 80 |
| 9015 | EPACRIA CAPITAL PARTNERS, LLC | $129M | Q1 2026 | 5/15/2026 | 29 |
| 9016 | Bradyco, Inc. | $129M | Q1 2026 | 5/12/2026 | 38 |
| 9017 | Sierra Legacy Group | $129M | Q2 2026 | 7/17/2026 | 79 |
| 9018 | Clear Point Advisors Inc. | $129M | Q1 2026 | 4/28/2026 | 75 |
| 9019 | CenturyLink Investment Management Co | $129M | Q2 2026 | 7/6/2026 | 3 |
| 9020 | Hunting Hill Global Capital, LLC | $129M | Q1 2026 | 5/15/2026 | 89 |
| 9021 | MONETTA FINANCIAL SERVICES INC | $129M | Q1 2026 | 5/12/2026 | 58 |
| 9022 | Teucrium Investment Advisors, LLC | $129M | Q1 2026 | 5/15/2026 | 42 |
| 9023 | BLUELINE ADVISORS LLC | $129M | Q1 2026 | 4/7/2026 | 217 |
| 9024 | GUARDIAN INVESTOR SERVICES LLC | $129M | Q1 2014 | 5/14/2014 | 501 |
| 9025 | Eclectica Asset Management LLP | $129M | Q1 2014 | 5/13/2014 | 57 |
| 9026 | Palliser Capital (UK) Ltd | $129M | Q1 2026 | 5/14/2026 | 5 |
| 9027 | AMG Asset Management Group, Inc. | $129M | Q1 2026 | 4/27/2026 | 80 |
| 9028 | DAG Ventures, LLC | $129M | Q1 2026 | 5/14/2026 | 3 |
| 9029 | Latash Investments, LLC | $129M | Q1 2026 | 5/13/2026 | 19 |
| 9030 | Vienna Asset Management LLC | $129M | Q1 2026 | 5/12/2026 | 60 |
| 9031 | Koenig Investment Advisory, LLC | $129M | Q2 2026 | 7/16/2026 | 37 |
| 9032 | Forester Capital Management, LTD | $129M | Q1 2014 | 5/14/2014 | 54 |
| 9033 | TenCore Partners, LP | $129M | Q1 2026 | 5/6/2026 | 14 |
| 9034 | Barnett & Company, Inc. | $129M | Q1 2026 | 4/30/2026 | 88 |
| 9035 | Delaware Ladera Management Company, Inc. | $129M | Q1 2026 | 5/15/2026 | 1 |
| 9036 | William Howard & Co Financial Advisors Inc | $129M | Q2 2026 | 7/9/2026 | 54 |
| 9037 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $128M | Q2 2026 | 7/9/2026 | 60 |
| 9038 | PIAR LLC | $128M | Q1 2026 | 5/8/2026 | 80 |
| 9039 | Ridgemont Partners Management, LLC | $128M | Q2 2014 | 7/11/2014 | 4 |
| 9040 | TigerShark Management, LLC | $128M | Q2 2014 | 7/21/2014 | 57 |
| 9041 | MILFAM LLC | $128M | Q2 2026 | 7/22/2026 | 12 |
| 9042 | Woodside Wealth Management LLC | $128M | Q1 2026 | 4/13/2026 | 44 |
| 9043 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $128M | Q1 2026 | 5/4/2026 | 42 |
| 9044 | BRIDGER MANAGEMENT, LLC | $128M | Q1 2026 | 5/15/2026 | 24 |
| 9045 | BENNICAS & ASSOCIATES, INC. | $128M | Q2 2014 | 7/15/2014 | 82 |
| 9046 | Makaira Partners LLC | $128M | Q4 2025 | 2/11/2026 | 11 |
| 9047 | Safe Harbor Family Capital, LLC | $128M | Q1 2026 | 5/12/2026 | 55 |
| 9048 | Lord & Richards Wealth Management, LLC | $128M | Q2 2026 | 7/21/2026 | 49 |
| 9049 | Tepp RIA, LLC | $128M | Q1 2026 | 4/22/2026 | 41 |
| 9050 | Ivory Union Consulting Ltd | $128M | Q1 2026 | 5/15/2026 | 3 |
| 9051 | C2C Wealth Management, LLC | $128M | Q2 2026 | 7/9/2026 | 95 |
| 9052 | Pelham Capital Ltd. | $128M | Q1 2026 | 5/12/2026 | 9 |
| 9053 | New York University | $128M | Q2 2026 | 7/17/2026 | 1 |
| 9054 | Summitas Investment Management LLC | $128M | Q1 2026 | 5/13/2026 | 10 |
| 9055 | Three Peaks Capital Management, LLC | $128M | Q1 2014 | 5/13/2014 | 71 |
| 9056 | Storgate, LLC | $127M | Q1 2026 | 5/6/2026 | 170 |
| 9057 | Concorde Financial Corp | $127M | Q1 2026 | 5/15/2026 | 26 |
| 9058 | RAYNER & HAYNOR | $127M | Q1 2014 | 4/11/2014 | 89 |
| 9059 | Alta Partners Management Company, L.P. | $127M | Q2 2026 | 7/22/2026 | 2 |
| 9060 | Roger Wittlin Investment Advisory, LLC | $127M | Q2 2026 | 7/17/2026 | 43 |
| 9061 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $127M | Q2 2026 | 7/22/2026 | 65 |
| 9062 | Canaan Partners XI LLC | $127M | Q2 2026 | 7/20/2026 | 3 |
| 9063 | Long Wharf Investors, Inc. | $127M | Q2 2014 | 8/4/2014 | 145 |
| 9064 | TREES INVESTMENT COUNSEL LLC | $127M | Q2 2014 | 7/23/2014 | 57 |
| 9065 | ACT CAPITAL MANAGEMENT, LLC | $127M | Q1 2026 | 5/8/2026 | 56 |
| 9066 | PEREGRINE INVESTMENT MANAGEMENT INC | $127M | Q1 2026 | 4/15/2026 | 20 |
| 9067 | Sun Group Wealth Partners | $127M | Q1 2026 | 5/6/2026 | 73 |
| 9068 | Midwestern Financial, LLC /IA | $127M | Q1 2026 | 5/5/2026 | 54 |
| 9069 | Smith Asset Management Co., LLC | $127M | Q2 2026 | 7/14/2026 | 70 |
| 9070 | STRATEGIC ADVISORY PARTNERS, LLC | $127M | Q1 2026 | 4/16/2026 | 96 |
| 9071 | PB INVESTMENT PARTNERS, L.P. | $127M | Q1 2026 | 5/8/2026 | 10 |
| 9072 | Van Diest Capital, LLC | $127M | Q1 2026 | 5/15/2026 | 190 |
| 9073 | Persium Advisors, LLC | $127M | Q1 2026 | 5/1/2026 | 60 |
| 9074 | Value Base Ltd. | $127M | Q1 2026 | 5/6/2026 | 7 |
| 9075 | COLUMBIA CAPITAL LLC | $127M | Q2 2014 | 7/16/2014 | 77 |
| 9076 | Topor & Co. Korea | $127M | Q2 2026 | 7/8/2026 | 19 |
| 9077 | Hegarty Advisors, LLC | $127M | Q1 2026 | 4/30/2026 | 57 |
| 9078 | Timelo Investment Management Inc. | $127M | Q1 2026 | 5/14/2026 | 51 |
| 9079 | VUB Generali dochodkova spravcovska spolocnost, a.s. | $127M | Q1 2026 | 4/30/2026 | 91 |
| 9080 | TRAVELERS COMPANIES, INC. | $127M | Q1 2026 | 5/11/2026 | 1 |
| 9081 | INTEGRATED WEALTH COUNSEL, LLC | $127M | Q1 2014 | 5/19/2014 | 165 |
| 9082 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $127M | Q1 2026 | 5/6/2026 | 18 |
| 9083 | D. SCOTT NEAL, INC. | $127M | Q2 2014 | 7/8/2014 | 34 |
| 9084 | POINCIANA ADVISORS GROUP, LLC | $127M | Q1 2026 | 4/16/2026 | 130 |
| 9085 | Alpha Advisors, LLC/VA | $127M | Q1 2026 | 5/14/2026 | 47 |
| 9086 | Ares Systematic Credit Ltd | $127M | Q1 2026 | 5/15/2026 | 150 |
| 9087 | NewFocus Financial Group, LLC | $127M | Q2 2014 | 7/23/2014 | 46 |
| 9088 | 180 GPS Investments IC Ltd | $127M | Q4 2025 | 2/13/2026 | 20 |
| 9089 | Frankly Finances, LLC | $127M | Q2 2026 | 7/15/2026 | 90 |
| 9090 | Roxbury Financial LLC | $126M | Q2 2026 | 7/1/2026 | 410 |
| 9091 | Ehrenkranz Partners L.P. | $126M | Q1 2026 | 5/15/2026 | 47 |
| 9092 | HALLSTATT ADVISORS L.P. | $126M | Q1 2026 | 5/7/2026 | 15 |
| 9093 | Veratis Advisors, Inc. | $126M | Q4 2025 | 2/18/2026 | 75 |
| 9094 | York GP, Ltd. | $126M | Q2 2026 | 7/22/2026 | 3 |
| 9095 | GRIZZLYROCK CAPITAL, LLC | $126M | Q1 2026 | 5/15/2026 | 18 |
| 9096 | GILPIN WEALTH MANAGEMENT, LLC | $126M | Q1 2026 | 4/21/2026 | 999 |
| 9097 | LUTS & GREENLEIGH GROUP, INC. | $126M | Q1 2026 | 5/5/2026 | 89 |
| 9098 | GTS FINANCIAL, LLC | $126M | Q1 2026 | 5/19/2026 | 43 |
| 9099 | Sageworth Trust Co of South Dakota | $126M | Q1 2026 | 4/29/2026 | 56 |
| 9100 | BLODGETT WEALTH ADVISORS, LLC | $126M | Q1 2026 | 4/30/2026 | 64 |
| 9101 | MeadowBrook Investment Advisors LLC | $126M | Q2 2026 | 7/20/2026 | 196 |
| 9102 | NS Advisors, LLC | $126M | Q1 2014 | 5/15/2014 | 14 |
| 9103 | Sandell Investment Services LLC | $126M | Q1 2014 | 5/1/2014 | 21 |
| 9104 | BROOKTREE CAPITAL MANAGEMENT | $126M | Q1 2026 | 5/6/2026 | 44 |
| 9105 | CHESAPEAKE ASSET MANAGEMENT LLC | $126M | Q1 2026 | 5/12/2026 | 328 |
| 9106 | Brandywine Asset Management, Inc. | $126M | Q1 2026 | 4/22/2026 | 14 |
| 9107 | BINGHAM PRIVATE WEALTH, LLC | $126M | Q1 2026 | 5/7/2026 | 164 |
| 9108 | BURR FINANCIAL SERVICES, LLC | $126M | Q1 2026 | 4/10/2026 | 25 |
| 9109 | Midway Capital Research & Management | $126M | Q2 2026 | 7/13/2026 | 114 |
| 9110 | Northstar Financial Companies, Inc. | $126M | Q1 2026 | 5/5/2026 | 112 |
| 9111 | IDG China Venture Capital Fund V Associates L.P. | $126M | Q1 2026 | 5/1/2026 | 1 |
| 9112 | Lane Generational LLC | $126M | Q1 2026 | 5/14/2026 | 39 |
| 9113 | AGMAN CAPITAL LLC | $126M | Q1 2026 | 4/29/2026 | 18 |
| 9114 | VIRTUE ASSET MANAGEMENT LLC | $126M | Q1 2026 | 5/12/2026 | 106 |
| 9115 | Cauble & Harre Wealth Management, Inc. | $126M | Q1 2026 | 5/14/2026 | 74 |
| 9116 | Katamaran Capital LLP | $126M | Q2 2026 | 7/21/2026 | 36 |
| 9117 | Golden Bell Financial Planning LLC | $125M | Q1 2026 | 5/5/2026 | 37 |
| 9118 | VanWeelden Wealth Management, LLC | $125M | Q1 2026 | 5/12/2026 | 31 |
| 9119 | Mueller Wealth, LLC | $125M | Q1 2026 | 5/1/2026 | 17 |
| 9120 | Boyle Capital Management, L.L.C. | $125M | Q2 2014 | 7/18/2014 | 24 |
| 9121 | Challenger Wealth Management | $125M | Q1 2026 | 5/28/2026 | 58 |
| 9122 | Carbahal Olsen Financial Services Group, LLC | $125M | Q1 2026 | 5/11/2026 | 37 |
| 9123 | PCG ASSET MANAGEMENT, LLC | $125M | Q1 2026 | 5/12/2026 | 78 |
| 9124 | Whitebark Investors LP | $125M | Q1 2026 | 5/15/2026 | 9 |
| 9125 | Barnes Dennig Private Wealth Management LLC | $125M | Q2 2026 | 7/15/2026 | 365 |
| 9126 | SENTINEL WEALTH MANAGEMENT, INC. | $125M | Q1 2026 | 5/4/2026 | 39 |
| 9127 | Broussard Financial Group LLC | $125M | Q1 2026 | 4/29/2026 | 29 |
| 9128 | Forty4 Asset Management LLC | $125M | Q1 2014 | 5/8/2014 | 83 |
| 9129 | Dougherty & Associates, LLC | $125M | Q2 2026 | 7/16/2026 | 52 |
| 9130 | Campbell Deegan Wealth Management, LLC | $125M | Q1 2026 | 5/8/2026 | 53 |
| 9131 | Sandro Wealth Management LLC | $125M | Q1 2026 | 4/21/2026 | 99 |
| 9132 | ROBERT WOOD JOHNSON FOUNDATION | $125M | Q1 2026 | 4/29/2026 | 2 |
| 9133 | PROSPERITY BANCSHARES INC | $125M | Q1 2026 | 5/12/2026 | 414 |
| 9134 | Blue Water Life Science Advisors, LP | $125M | Q1 2026 | 5/14/2026 | 10 |
| 9135 | ALLIUM FINANCIAL ADVISORS, LLC | $125M | Q1 2026 | 5/7/2026 | 79 |
| 9136 | Tillar-Wenstrup Advisors, LLC | $125M | Q2 2014 | 7/21/2014 | 47 |
| 9137 | Kite Lake Capital Management (UK) LLP | $125M | Q1 2026 | 5/15/2026 | 9 |
| 9138 | Strategic Wealth Advisors LLC | $125M | Q1 2026 | 5/1/2026 | 267 |
| 9139 | Box Hill Private Wealth LLC | $125M | Q2 2026 | 7/2/2026 | 67 |
| 9140 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $125M | Q1 2014 | 5/15/2014 | 4 |
| 9141 | WFA of San Diego, LLC | $125M | Q1 2026 | 5/11/2026 | 404 |
| 9142 | Kennebec Savings Bank | $125M | Q2 2026 | 7/13/2026 | 284 |
| 9143 | Kampmann Melissa S. | $125M | Q1 2026 | 4/23/2026 | 43 |
| 9144 | Canandaigua National Trust Co of Florida | $125M | Q1 2026 | 4/8/2026 | 108 |
| 9145 | Essential Investment Partners LLC | $125M | Q2 2026 | 7/15/2026 | 312 |
| 9146 | Haven Capital Group, Inc. | $125M | Q2 2026 | 7/10/2026 | 37 |
| 9147 | Ponta Wealth Partners, LLC | $124M | Q1 2026 | 5/11/2026 | 138 |
| 9148 | 14B Captial Management LP | $124M | Q4 2025 | 2/17/2026 | 18 |
| 9149 | Silver Grove Financial Group, Inc. | $124M | Q1 2026 | 5/15/2026 | 646 |
| 9150 | STEPHEN J. GARRY & ASSOCIATES, LLC | $124M | Q1 2026 | 4/16/2026 | 51 |
| 9151 | Open Field Capital LLC | $124M | Q2 2014 | 7/21/2014 | 37 |
| 9152 | Round Table Services, LLC | $124M | Q2 2014 | 8/8/2014 | 51 |
| 9153 | Coquina Private Wealth LLC | $124M | Q1 2026 | 5/5/2026 | 96 |
| 9154 | FLAX POND CAPITAL, LLC | $124M | Q1 2026 | 5/19/2026 | 62 |
| 9155 | Cook & Bynum Capital Management, LLC | $124M | Q1 2026 | 5/15/2026 | 6 |
| 9156 | Talisman Wealth Advisors LLC | $124M | Q1 2026 | 5/15/2026 | 101 |
| 9157 | Connecticut Capital Management Group, LLC | $124M | Q2 2026 | 7/17/2026 | 129 |
| 9158 | Larry Mathis Financial Planning, LLC | $124M | Q2 2026 | 7/17/2026 | 149 |
| 9159 | O'Domhnaill Enterprises, Inc. | $124M | Q1 2026 | 4/28/2026 | 55 |
| 9160 | NorthLanding Financial Partners, LLC | $124M | Q1 2026 | 4/27/2026 | 41 |
| 9161 | Robocap Asset Management Ltd | $124M | Q2 2026 | 7/22/2026 | 22 |
| 9162 | Clarity Retirement & Wealth, LLC | $124M | Q1 2026 | 4/28/2026 | 26 |
| 9163 | Corps Capital Advisors, LLC | $124M | Q2 2026 | 7/22/2026 | 99 |
| 9164 | WJ Financial Advisors LLC | $124M | Q1 2026 | 5/4/2026 | 128 |
| 9165 | E-Wealth Partners, LLC | $124M | Q1 2026 | 6/11/2026 | 56 |
| 9166 | Marcho Partners LLP | $124M | Q1 2026 | 5/13/2026 | 5 |
| 9167 | Detwiler Fenton Investment Management LLC | $124M | Q2 2014 | 8/7/2014 | 100 |
| 9168 | Ally Bridge Group (NY) LLC | $124M | Q1 2026 | 5/15/2026 | 27 |
| 9169 | Infinity Wealth Counsel, LLC | $124M | Q2 2026 | 7/9/2026 | 65 |
| 9170 | DB Fitzpatrick & Co, Inc | $124M | Q2 2026 | 7/16/2026 | 100 |
| 9171 | Vigil Wealth Management, LLC | $124M | Q1 2026 | 4/21/2026 | 75 |
| 9172 | EDMP, INC. | $124M | Q1 2026 | 4/28/2026 | 71 |
| 9173 | Town Capital LLC | $124M | Q1 2026 | 6/4/2026 | 69 |
| 9174 | INTREPID FAMILY OFFICE LLC | $124M | Q1 2026 | 5/15/2026 | 38 |
| 9175 | LEGACY SOLUTIONS, LLC | $124M | Q2 2026 | 7/6/2026 | 88 |
| 9176 | City Center Advisors, LLC | $123M | Q2 2026 | 7/6/2026 | 170 |
| 9177 | Wealth Care LLC | $123M | Q2 2026 | 7/15/2026 | 73 |
| 9178 | ATLas Financial Planning LLC | $123M | Q2 2026 | 7/22/2026 | 69 |
| 9179 | FARLEY CAPITAL L.P. | $123M | Q1 2026 | 5/11/2026 | 18 |
| 9180 | PANTHERA INVESTMENT GmbH | $123M | Q1 2014 | 5/15/2014 | 45 |
| 9181 | Cadia Private Client LLC | $123M | Q1 2026 | 5/20/2026 | 76 |
| 9182 | Ferguson Johnson Wealth Management Inc | $123M | Q1 2026 | 5/5/2026 | 34 |
| 9183 | Pitti Group Wealth Management, LLC | $123M | Q1 2026 | 5/15/2026 | 81 |
| 9184 | DRH Investments, Inc. | $123M | Q1 2026 | 5/15/2026 | 16 |
| 9185 | BARINGTON COMPANIES MANAGEMENT, LLC | $123M | Q1 2026 | 5/12/2026 | 8 |
| 9186 | Tradeworx Inc. | $123M | Q2 2014 | 7/10/2014 | 317 |
| 9187 | Gumshoe Capital Management LLC | $123M | Q1 2026 | 5/15/2026 | 7 |
| 9188 | Sound Portfolio Advisors, LLC | $123M | Q1 2026 | 5/4/2026 | 44 |
| 9189 | Kropog Financial Group, LLC | $123M | Q1 2026 | 4/24/2026 | 33 |
| 9190 | Cannon Capital Management, Inc. | $123M | Q1 2026 | 5/7/2026 | 28 |
| 9191 | Maxele Advisors, LLC | $123M | Q4 2025 | 2/5/2026 | 100 |
| 9192 | MISHPACHA HOLDINGS CORP | $123M | Q1 2026 | 5/7/2026 | 3 |
| 9193 | Aristotle Pacific Capital, LLC | $123M | Q1 2026 | 5/15/2026 | 5 |
| 9194 | Boreal Capital Management LLC | $123M | Q1 2026 | 5/14/2026 | 501 |
| 9195 | NATIONAL INVESTMENT SERVICES INC /WI | $123M | Q2 2014 | 7/22/2014 | 48 |
| 9196 | KRAEMATON INVESTMENT ADVISORS, INC | $123M | Q1 2026 | 5/13/2026 | 99 |
| 9197 | Corus Family Wealth Advisors | $123M | Q1 2026 | 4/28/2026 | 69 |
| 9198 | Polaris Venture Management Co. V, L.L.C. | $123M | Q2 2014 | 8/11/2014 | 5 |
| 9199 | Templeton & Phillips Capital Management, LLC | $123M | Q1 2026 | 5/6/2026 | 55 |
| 9200 | Benchmark Financial, LLC | $123M | Q2 2026 | 7/21/2026 | 54 |