Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9001 | Pinnacle West Asset Management, Inc. | $145M | Q2 2026 | 8/11/2026 | 104 |
| 9002 | SNOWWATER INVESTMENT PARTNERS, LLC | $145M | Q2 2026 | 8/14/2026 | 98 |
| 9003 | Paragon Associates II, Ltd | $145M | Q4 2013 | 2/14/2014 | 19 |
| 9004 | Clifford Group, LLC | $145M | Q2 2026 | 8/14/2026 | 86 |
| 9005 | Post Resch Tallon Group Inc. | $145M | Q2 2026 | 7/7/2026 | 138 |
| 9006 | Warm Springs Advisors Inc. | $145M | Q2 2026 | 8/12/2026 | 45 |
| 9007 | NorthLanding Financial Partners, LLC | $145M | Q2 2026 | 7/23/2026 | 45 |
| 9008 | PRINCETON CAPITAL MANAGEMENT INC | $145M | Q2 2014 | 8/6/2014 | 72 |
| 9009 | SIERRA OCEAN, LLC | $144M | Q2 2026 | 8/7/2026 | 72 |
| 9010 | Court Place Advisors, LLC | $144M | Q2 2014 | 7/28/2014 | 123 |
| 9011 | Robert B. Daugherty Foundation | $144M | Q2 2026 | 7/2/2026 | 1 |
| 9012 | BLUELINE ADVISORS LLC | $144M | Q2 2026 | 7/27/2026 | 260 |
| 9013 | BEACON HILL WEALTH MANAGEMENT LTD. | $144M | Q2 2026 | 8/11/2026 | 27 |
| 9014 | Boyce & Associates Wealth Consulting, Inc. | $144M | Q2 2026 | 7/23/2026 | 82 |
| 9015 | Marble Bar Asset Management LLP | $144M | Q2 2026 | 8/14/2026 | 42 |
| 9016 | Oakmont Investment Advisors, Inc. | $144M | Q2 2026 | 8/14/2026 | 115 |
| 9017 | Aquamarine Zurich AG | $144M | Q2 2026 | 7/10/2026 | 7 |
| 9018 | Lamond Capital Partners LLC | $144M | Q2 2014 | 8/6/2014 | 18 |
| 9019 | Sharp Capital Gestora de Recursos Ltda. | $144M | Q2 2026 | 8/12/2026 | 6 |
| 9020 | Carbahal Olsen Financial Services Group, LLC | $144M | Q2 2026 | 8/14/2026 | 40 |
| 9021 | PLANWISER FINANCIAL, LLC | $144M | Q2 2026 | 8/7/2026 | 50 |
| 9022 | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | $144M | Q2 2026 | 7/21/2026 | 40 |
| 9023 | MONTPELIER RE HOLDINGS LTD | $144M | Q2 2014 | 8/8/2014 | 3 |
| 9024 | BLUE JEAN FINANCIAL LLC | $144M | Q2 2026 | 7/24/2026 | 70 |
| 9025 | Fox Financial, Inc | $144M | Q2 2026 | 8/4/2026 | 12 |
| 9026 | Woodside Wealth Management LLC | $144M | Q2 2026 | 7/24/2026 | 45 |
| 9027 | ACUTA CAPITAL PARTNERS, LLC | $143M | Q2 2026 | 8/14/2026 | 23 |
| 9028 | FLAX POND CAPITAL, LLC | $143M | Q2 2026 | 8/14/2026 | 56 |
| 9029 | Atlas Venture Advisors, Inc. | $143M | Q2 2026 | 7/28/2026 | 3 |
| 9030 | Bank of Marin | $143M | Q2 2026 | 8/13/2026 | 133 |
| 9031 | Concourse Capital Management, LLC | $143M | Q1 2014 | 5/5/2014 | 42 |
| 9032 | LongView Asset Management LLC | $143M | Q4 2025 | 2/9/2026 | 51 |
| 9033 | PATHWAY WEALTH MANAGEMENT LLC | $143M | Q2 2026 | 7/20/2026 | 31 |
| 9034 | Jordan Park Trust Co LLC | $143M | Q2 2026 | 7/27/2026 | 15 |
| 9035 | INTEGRATED CAPITAL MANAGEMENT, INC. | $143M | Q2 2026 | 7/7/2026 | 57 |
| 9036 | SECTORAL ASSET MANAGEMENT INC | $143M | Q2 2026 | 8/14/2026 | 82 |
| 9037 | NSB Advisors LLC | $143M | Q2 2014 | 8/11/2014 | 27 |
| 9038 | Sonnipe Ltd | $143M | Q2 2026 | 8/14/2026 | 1 |
| 9039 | Maxele Advisors, LLC | $143M | Q2 2026 | 8/14/2026 | 98 |
| 9040 | Vienna Asset Management LLC | $143M | Q2 2026 | 8/14/2026 | 73 |
| 9041 | GRIZZLYROCK CAPITAL, LLC | $143M | Q2 2026 | 8/14/2026 | 20 |
| 9042 | COMMONS CAPITAL, LLC | $143M | Q2 2026 | 7/30/2026 | 96 |
| 9043 | MATTERS CAPITAL LLC | $143M | Q2 2026 | 8/12/2026 | 75 |
| 9044 | Camelot Portfolios, LLC | $143M | Q2 2026 | 7/17/2026 | 202 |
| 9045 | Midwestern Financial, LLC /IA | $143M | Q2 2026 | 8/13/2026 | 54 |
| 9046 | STRATEGIC VALUE BANK PARTNERS LLC | $143M | Q2 2026 | 8/13/2026 | 10 |
| 9047 | White Knight Strategic Wealth Advisors, LLC | $143M | Q2 2026 | 8/14/2026 | 89 |
| 9048 | LifePlan Financial, LLC | $143M | Q2 2026 | 7/21/2026 | 89 |
| 9049 | Gilbert Capital Group, Inc. | $143M | Q2 2026 | 7/13/2026 | 56 |
| 9050 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $143M | Q2 2026 | 7/27/2026 | 44 |
| 9051 | TWIN CITY PRIVATE WEALTH, LLC | $143M | Q2 2026 | 8/12/2026 | 104 |
| 9052 | JWEST, LLC | $143M | Q2 2014 | 7/24/2014 | 25 |
| 9053 | OUTFITTERS FINANCIAL LLC | $143M | Q2 2026 | 8/10/2026 | 80 |
| 9054 | Emmett Investment Management, LP | $143M | Q2 2026 | 8/14/2026 | 28 |
| 9055 | Rye Brook Capital LLC | $143M | Q2 2026 | 7/20/2026 | 40 |
| 9056 | CLEARFIELD CAPITAL MANAGEMENT LP | $143M | Q2 2026 | 8/14/2026 | 5 |
| 9057 | Peak Wealth Management LLC | $143M | Q2 2026 | 7/14/2026 | 59 |
| 9058 | Somerset Group LLC | $142M | Q2 2026 | 8/12/2026 | 58 |
| 9059 | VIRTUE ASSET MANAGEMENT LLC | $142M | Q2 2026 | 7/29/2026 | 108 |
| 9060 | Willingdon Wealth Management | $142M | Q1 2014 | 5/14/2014 | 78 |
| 9061 | Seelaus Asset Management LLC | $142M | Q2 2026 | 7/16/2026 | 204 |
| 9062 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $142M | Q2 2026 | 8/11/2026 | 408 |
| 9063 | Sigma Investment Management Co | $142M | Q1 2014 | 5/15/2014 | 29 |
| 9064 | Greenhouse Wealth Management, LLC | $142M | Q2 2026 | 8/6/2026 | 52 |
| 9065 | Accel X Associates L.L.C. | $142M | Q1 2014 | 5/15/2014 | 1 |
| 9066 | Richwood Investment Advisors, LLC | $142M | Q2 2026 | 7/29/2026 | 106 |
| 9067 | BARINGTON COMPANIES MANAGEMENT, LLC | $142M | Q2 2026 | 8/12/2026 | 9 |
| 9068 | Mountain Capital Management, LLC | $142M | Q4 2025 | 2/17/2026 | 1 |
| 9069 | KHIS Custodian LP | $142M | Q2 2026 | 8/14/2026 | 1 |
| 9070 | Spectrum Management Group, LLC | $142M | Q1 2014 | 5/9/2014 | 137 |
| 9071 | Legacy Advisory Services, LLC | $142M | Q2 2026 | 7/21/2026 | 54 |
| 9072 | MY Wealth Management Inc. | $142M | Q2 2026 | 8/7/2026 | 46 |
| 9073 | ASL Financial, LLC | $142M | Q2 2026 | 7/21/2026 | 99 |
| 9074 | HALLSTATT ADVISORS L.P. | $142M | Q2 2026 | 8/3/2026 | 13 |
| 9075 | Connective Capital Management, LLC | $142M | Q2 2026 | 8/13/2026 | 70 |
| 9076 | Kropog Financial Group, LLC | $142M | Q2 2026 | 8/6/2026 | 39 |
| 9077 | SENTINEL WEALTH MANAGEMENT, INC. | $142M | Q2 2026 | 8/10/2026 | 39 |
| 9078 | K2 Financial Inc. | $142M | Q2 2026 | 7/21/2026 | 60 |
| 9079 | TRAVELERS COMPANIES, INC. | $142M | Q2 2026 | 8/7/2026 | 2 |
| 9080 | iSAM Funds (UK) Ltd | $142M | Q2 2026 | 8/12/2026 | 241 |
| 9081 | L1 Global Manager Pty Ltd | $142M | Q2 2026 | 8/13/2026 | 121 |
| 9082 | Keenan, LLC | $142M | Q2 2026 | 8/7/2026 | 45 |
| 9083 | PartnerRe Asset Management CORP | $142M | Q2 2026 | 7/1/2026 | 2 |
| 9084 | Merited Wealth, LLC | $141M | Q2 2026 | 8/14/2026 | 73 |
| 9085 | NESTEGG ADVISORS, INC. | $141M | Q2 2026 | 7/14/2026 | 53 |
| 9086 | Veratis Advisors, Inc. | $141M | Q2 2026 | 8/13/2026 | 84 |
| 9087 | Alessandra Capital Management, LLC | $141M | Q2 2026 | 7/28/2026 | 127 |
| 9088 | STRATEGIC ADVISORY PARTNERS, LLC | $141M | Q2 2026 | 8/10/2026 | 43 |
| 9089 | IBIS Capital Partners LLP | $141M | Q1 2014 | 5/8/2014 | 9 |
| 9090 | SIMA Wealth Partners, LLC | $141M | Q2 2026 | 7/28/2026 | 130 |
| 9091 | Campbell Deegan Wealth Management, LLC | $141M | Q2 2026 | 8/4/2026 | 56 |
| 9092 | Ball & Co Wealth Management Inc. | $141M | Q2 2026 | 7/31/2026 | 74 |
| 9093 | Avise Financial Cooperative, Inc. | $141M | Q2 2026 | 8/6/2026 | 114 |
| 9094 | FCG ADVISORS, LLC | $141M | Q1 2014 | 5/14/2014 | 84 |
| 9095 | Sound Portfolio Advisors, LLC | $141M | Q2 2026 | 8/6/2026 | 48 |
| 9096 | marrick wealth, LLC | $141M | Q2 2026 | 7/14/2026 | 62 |
| 9097 | Parasol Investment Management, LLC | $141M | Q1 2014 | 4/14/2014 | 258 |
| 9098 | Nalls Sherbakoff Group, LLC | $141M | Q2 2026 | 8/17/2026 | 378 |
| 9099 | PIN OAK INVESTMENT ADVISORS INC | $141M | Q2 2026 | 8/18/2026 | 563 |
| 9100 | Pine Brook Road Advisors, L.P. | $140M | Q2 2026 | 8/13/2026 | 1 |
| 9101 | Fourthstone LLC | $140M | Q2 2026 | 8/14/2026 | 25 |
| 9102 | COBALT CAPITAL MANAGEMENT, INC. | $140M | Q2 2026 | 8/13/2026 | 26 |
| 9103 | Ethos Capital Management, Inc. | $140M | Q2 2026 | 7/16/2026 | 59 |
| 9104 | Graver Capital Management, LLC | $140M | Q2 2026 | 8/7/2026 | 26 |
| 9105 | Madison Park Capital Advisors, LLC | $140M | Q2 2026 | 7/7/2026 | 65 |
| 9106 | LifePlan Financial Group, Inc | $140M | Q2 2014 | 7/3/2014 | 65 |
| 9107 | WELLINGTON-ALTUS USA INC. | $140M | Q2 2026 | 9/17/2026 | 661 |
| 9108 | Alley Co LLC | $140M | Q2 2014 | 8/5/2014 | 74 |
| 9109 | Parkside Advisors LLC | $140M | Q2 2014 | 7/9/2014 | 31 |
| 9110 | Lesa Sroufe & Co | $140M | Q2 2026 | 7/22/2026 | 68 |
| 9111 | Vigil Wealth Management, LLC | $140M | Q2 2026 | 8/5/2026 | 81 |
| 9112 | Mallini Complete Financial Planning LLC | $140M | Q2 2026 | 7/8/2026 | 70 |
| 9113 | ARMOR ADVISORS, L.L.C. | $140M | Q2 2026 | 8/10/2026 | 16 |
| 9114 | Delta Wealth Advisors LLC | $140M | Q2 2026 | 7/14/2026 | 46 |
| 9115 | MFG WEALTH MANAGEMENT, INC. | $140M | Q2 2026 | 7/8/2026 | 63 |
| 9116 | Granite Point Capital Management, L.P. | $140M | Q1 2014 | 5/14/2014 | 102 |
| 9117 | 734 Agriculture, LLC | $140M | Q1 2014 | 5/15/2014 | 1 |
| 9118 | AEGON USA Investment Management, LLC | $140M | Q2 2026 | 7/17/2026 | 42 |
| 9119 | Stenham Asset Management Ltd | $140M | Q2 2026 | 8/14/2026 | 15 |
| 9120 | Odyssey Capital Advisors, Inc. | $140M | Q2 2026 | 7/31/2026 | 101 |
| 9121 | NorthAvenue LLC | $140M | Q2 2026 | 7/21/2026 | 314 |
| 9122 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $140M | Q2 2026 | 7/31/2026 | 40 |
| 9123 | Two Creeks Capital Management, LP | $140M | Q2 2026 | 8/14/2026 | 13 |
| 9124 | Stegent Equity Advisors, Inc. | $140M | Q2 2026 | 7/29/2026 | 112 |
| 9125 | PCG ASSET MANAGEMENT, LLC | $140M | Q2 2026 | 7/27/2026 | 84 |
| 9126 | Blue Investment Opportunities, LLC - Project Breeze Series 1 | $140M | Q2 2026 | 8/14/2026 | 1 |
| 9127 | Quantitative Systematic Strategies LLC | $139M | Q2 2014 | 7/14/2014 | 242 |
| 9128 | Cadia Private Client LLC | $139M | Q2 2026 | 8/11/2026 | 76 |
| 9129 | Ares Financial Consulting, LLC | $139M | Q2 2026 | 7/9/2026 | 1,132 |
| 9130 | FOREFRONT WEALTH MANAGEMENT INC. | $139M | Q4 2025 | 1/23/2026 | 71 |
| 9131 | BALANCE CAPITAL PARTNERS L.P. | $139M | Q2 2026 | 8/14/2026 | 10 |
| 9132 | Hershey Financial Advisers, LLC | $139M | Q2 2026 | 8/11/2026 | 85 |
| 9133 | HBE Wealth Management, LLC | $139M | Q2 2026 | 7/13/2026 | 59 |
| 9134 | Brickwood Asset Management LLP | $139M | Q2 2026 | 8/10/2026 | 10 |
| 9135 | Del Mar Asset Management, LP | $139M | Q1 2014 | 5/13/2014 | 39 |
| 9136 | Petiole USA ltd | $139M | Q2 2026 | 8/13/2026 | 31 |
| 9137 | Charter Oak Partners Management, L.P. | $139M | Q1 2014 | 5/14/2014 | 28 |
| 9138 | EIG Asset Management, LLC | $139M | Q4 2025 | 2/12/2026 | 1 |
| 9139 | Synergy Financial Group, LTD | $139M | Q2 2026 | 8/4/2026 | 119 |
| 9140 | Liberty Atlantic Advisors LLC | $139M | Q2 2026 | 7/21/2026 | 86 |
| 9141 | Noven Financial Group, Inc. | $139M | Q2 2014 | 8/8/2014 | 35 |
| 9142 | SeedSafe Financial LLC | $139M | Q2 2026 | 8/12/2026 | 39 |
| 9143 | BG Investment Services, LLC | $139M | Q2 2026 | 8/5/2026 | 52 |
| 9144 | Stillwater Investment Management, LLC | $139M | Q2 2014 | 7/7/2014 | 69 |
| 9145 | Karani Asset Management LLC | $139M | Q2 2026 | 8/14/2026 | 57 |
| 9146 | New Mountain Capital, L.L.C. | $139M | Q2 2026 | 8/14/2026 | 1 |
| 9147 | Purewater Capital LLC | $139M | Q2 2026 | 7/28/2026 | 57 |
| 9148 | GS Investments, Inc. | $138M | Q2 2026 | 8/6/2026 | 133 |
| 9149 | Sandro Wealth Management LLC | $138M | Q2 2026 | 8/6/2026 | 103 |
| 9150 | Garrison Asset Management, LLC | $138M | Q2 2014 | 8/8/2014 | 87 |
| 9151 | First Financial Group Corp | $138M | Q2 2026 | 7/15/2026 | 81 |
| 9152 | E-Wealth Partners, LLC | $138M | Q2 2026 | 8/17/2026 | 59 |
| 9153 | SIB LLC | $138M | Q2 2014 | 7/14/2014 | 26 |
| 9154 | Hillman Capital Management, Inc. | $138M | Q2 2026 | 8/14/2026 | 54 |
| 9155 | Prosperity Advisers, LLC | $138M | Q2 2026 | 7/29/2026 | 44 |
| 9156 | Wilmar Advisors LLC | $138M | Q2 2026 | 8/13/2026 | 23 |
| 9157 | Winfield Associates, Inc. | $138M | Q2 2014 | 7/28/2014 | 310 |
| 9158 | West Oak Capital, LLC | $138M | Q2 2014 | 7/3/2014 | 311 |
| 9159 | ArborFi Advisors, LLC | $138M | Q2 2026 | 8/6/2026 | 45 |
| 9160 | HAVENS ADVISORS LLC | $138M | Q2 2014 | 7/16/2014 | 44 |
| 9161 | Geologic Resource Partners, LLC | $138M | Q1 2014 | 5/15/2014 | 15 |
| 9162 | Appalachian Capital Management Ltd | $138M | Q2 2026 | 7/21/2026 | 43 |
| 9163 | BROADWATER CAPITAL MANAGEMENT LLC | $138M | Q2 2026 | 7/24/2026 | 208 |
| 9164 | Cassilly Financial Group LLC | $138M | Q2 2026 | 7/15/2026 | 75 |
| 9165 | Orca Investment Management, LLC | $138M | Q2 2026 | 8/6/2026 | 60 |
| 9166 | STONE RUN CAPITAL, LLC | $138M | Q1 2014 | 5/14/2014 | 80 |
| 9167 | Approach Retirement Advisors, LLC | $138M | Q2 2026 | 7/15/2026 | 82 |
| 9168 | Windsor Advisory Group, LLC | $138M | Q2 2026 | 8/14/2026 | 97 |
| 9169 | LITTLEJOHN FINANCIAL SERVICES, INC. | $138M | Q2 2026 | 7/24/2026 | 71 |
| 9170 | Wolf Group Capital Advisors | $138M | Q2 2014 | 8/8/2014 | 96 |
| 9171 | Soapstone Management L.P. | $138M | Q2 2026 | 8/14/2026 | 13 |
| 9172 | Veritas Investment Management (UK) Ltd | $137M | Q2 2014 | 8/11/2014 | 59 |
| 9173 | Rubicon Advisors, GP | $137M | Q2 2026 | 7/29/2026 | 86 |
| 9174 | Pitti Group Wealth Management, LLC | $137M | Q2 2026 | 8/12/2026 | 84 |
| 9175 | GTS FINANCIAL, LLC | $137M | Q2 2026 | 8/14/2026 | 41 |
| 9176 | MARQUETTE ASSOCIATES, INC. | $137M | Q2 2026 | 8/14/2026 | 38 |
| 9177 | WealthPoint Financial, LLC | $137M | Q2 2026 | 8/6/2026 | 126 |
| 9178 | Ferguson Johnson Wealth Management Inc | $137M | Q2 2026 | 7/31/2026 | 38 |
| 9179 | Institutional Venture Management XIII, LLC | $137M | Q2 2014 | 8/11/2014 | 5 |
| 9180 | Farnam Financial LLC | $137M | Q2 2026 | 7/22/2026 | 53 |
| 9181 | TRUSTCO BANK CORP N Y | $137M | Q2 2026 | 8/14/2026 | 77 |
| 9182 | Sentinel Dome Partners, LLC | $137M | Q2 2026 | 8/14/2026 | 32 |
| 9183 | STEPHEN J. GARRY & ASSOCIATES, LLC | $137M | Q2 2026 | 7/24/2026 | 55 |
| 9184 | Templeton & Phillips Capital Management, LLC | $137M | Q2 2026 | 8/7/2026 | 52 |
| 9185 | MIDWEST INVESTMENT MANAGEMENT LLC | $137M | Q2 2014 | 8/6/2014 | 57 |
| 9186 | FS Capital Partners V, LLC | $137M | Q2 2014 | 7/31/2014 | 1 |
| 9187 | Daytona Street Capital LLC | $137M | Q2 2026 | 8/3/2026 | 278 |
| 9188 | Crabel Capital Management, LLC | $137M | Q2 2026 | 8/13/2026 | 51 |
| 9189 | SYNTAX RESEARCH, INC. | $137M | Q2 2026 | 7/31/2026 | 179 |
| 9190 | Impact Investors, Inc | $137M | Q2 2026 | 7/31/2026 | 88 |
| 9191 | Stone Wealth Partners | $137M | Q2 2026 | 7/16/2026 | 63 |
| 9192 | Barrier Capital Management, LLC | $137M | Q2 2026 | 8/14/2026 | 18 |
| 9193 | Momentum Wealth Planning, LLC | $137M | Q2 2026 | 8/5/2026 | 38 |
| 9194 | Timmons Wealth Management, LLC | $137M | Q2 2026 | 8/7/2026 | 74 |
| 9195 | Investment Advisory Services Group LLC | $137M | Q2 2026 | 7/29/2026 | 37 |
| 9196 | Axos Invest Inc. | $137M | Q2 2026 | 8/7/2026 | 20 |
| 9197 | Barings Real Estate Advisers LLC | $137M | Q2 2014 | 8/11/2014 | 49 |
| 9198 | Latash Investments, LLC | $136M | Q2 2026 | 8/10/2026 | 20 |
| 9199 | Aventus Investment Advisors, Inc. | $136M | Q2 2026 | 7/24/2026 | 157 |
| 9200 | Vesey Street Capital Partners, L.L.C. | $136M | Q2 2026 | 8/12/2026 | 1 |