Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9001 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $122M | Q4 2025 | 1/22/2026 | 102 |
| 9002 | Sankala Group LLC | $122M | Q1 2026 | 3/31/2026 | 559 |
| 9003 | Quality Growth Management, Inc. | $122M | Q1 2014 | 6/5/2014 | 22 |
| 9004 | Sageworth Trust Co of South Dakota | $122M | Q4 2025 | 1/30/2026 | 46 |
| 9005 | SCP Investment, LP | $122M | Q4 2025 | 2/10/2026 | 41 |
| 9006 | Polaris Venture Management Co IV LLC | $122M | Q2 2014 | 8/11/2014 | 3 |
| 9007 | PEAR TREE ADVISORS INC | $122M | Q1 2014 | 5/6/2014 | 48 |
| 9008 | PIERSHALE FINANCIAL GROUP, INC. | $122M | Q2 2014 | 7/17/2014 | 193 |
| 9009 | Chung Wu Investment Group, LLC | $122M | Q4 2025 | 2/2/2026 | 263 |
| 9010 | RED CRANE WEALTH MANAGEMENT, LLC | $122M | Q4 2025 | 2/3/2026 | 66 |
| 9011 | Fremen Capital Management LP | $122M | Q4 2025 | 2/17/2026 | 15 |
| 9012 | marrick wealth, LLC | $122M | Q4 2025 | 2/13/2026 | 55 |
| 9013 | MATTERS CAPITAL LLC | $122M | Q4 2025 | 2/17/2026 | 65 |
| 9014 | Karani Asset Management LLC | $122M | Q4 2025 | 2/17/2026 | 36 |
| 9015 | Hingham Institution for Savings | $122M | Q4 2025 | 1/30/2026 | 12 |
| 9016 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $122M | Q4 2025 | 1/27/2026 | 79 |
| 9017 | Barden Capital Management, Inc. | $122M | Q4 2025 | 1/6/2026 | 56 |
| 9018 | Bosman Wealth Management, LLC | $122M | Q4 2025 | 1/27/2026 | 49 |
| 9019 | EDMP, INC. | $122M | Q4 2025 | 1/21/2026 | 68 |
| 9020 | Storgate, LLC | $122M | Q4 2025 | 2/13/2026 | 153 |
| 9021 | Pitti Group Wealth Management, LLC | $122M | Q4 2025 | 2/13/2026 | 77 |
| 9022 | Blake Schutter Theil Wealth Advisors, LLC | $122M | Q4 2025 | 2/2/2026 | 107 |
| 9023 | FULCRUM WEALTH ADVISORS, LLC | $122M | Q4 2025 | 2/2/2026 | 68 |
| 9024 | CWH Capital Management, Inc. | $121M | Q1 2014 | 5/2/2014 | 43 |
| 9025 | Elizabeth Park Capital Advisors, Ltd. | $121M | Q4 2025 | 2/17/2026 | 45 |
| 9026 | SVRN Asset Management, LLC | $121M | Q4 2025 | 2/13/2026 | 43 |
| 9027 | Garda Capital Partners LP | $121M | Q4 2025 | 2/6/2026 | 11 |
| 9028 | Geremia Financial Services, LLC | $121M | Q4 2025 | 1/13/2026 | 10 |
| 9029 | Dunvegan Associates, Inc. | $121M | Q4 2013 | 2/21/2014 | 70 |
| 9030 | TRUE BLUE FINANCIAL, LLC | $121M | Q4 2025 | 2/5/2026 | 51 |
| 9031 | Prosperity Advisers, LLC | $121M | Q4 2025 | 1/23/2026 | 40 |
| 9032 | Smith Asset Management Co., LLC | $121M | Q4 2025 | 2/19/2026 | 70 |
| 9033 | TrueWealth Financial Partners | $121M | Q4 2025 | 2/5/2026 | 50 |
| 9034 | SHEPHERD KAPLAN KROCHUK, LLC | $121M | Q4 2025 | 2/13/2026 | 64 |
| 9035 | CHESAPEAKE ASSET MANAGEMENT LLC | $121M | Q4 2025 | 1/8/2026 | 372 |
| 9036 | Fernwood Investment Management, LLC | $121M | Q2 2014 | 7/31/2014 | 113 |
| 9037 | Troutman Wealth Management, LLC | $121M | Q4 2025 | 2/18/2026 | 37 |
| 9038 | Emrys Partners, L.P. | $121M | Q1 2014 | 5/15/2014 | 27 |
| 9039 | KeyPoint Capital Management, LLC | $121M | Q1 2014 | 4/25/2014 | 20 |
| 9040 | Midwestern Financial, LLC /IA | $121M | Q4 2025 | 2/6/2026 | 52 |
| 9041 | EVOLUTION WEALTH MANAGEMENT INC. | $121M | Q4 2025 | 2/10/2026 | 747 |
| 9042 | Sandro Wealth Management LLC | $121M | Q4 2025 | 2/2/2026 | 93 |
| 9043 | Mueller Wealth, LLC | $121M | Q4 2025 | 2/10/2026 | 15 |
| 9044 | SIERRA OCEAN, LLC | $121M | Q4 2025 | 2/6/2026 | 61 |
| 9045 | NorthAvenue LLC | $121M | Q4 2025 | 4/2/2026 | 375 |
| 9046 | Hestia Capital Management, LLC | $121M | Q4 2025 | 1/29/2026 | 22 |
| 9047 | Altalis Capital Management LLC | $121M | Q1 2014 | 5/15/2014 | 20 |
| 9048 | Explore Capital Management, LLC | $121M | Q4 2025 | 2/11/2026 | 14 |
| 9049 | SENTINEL WEALTH MANAGEMENT, INC. | $121M | Q4 2025 | 1/8/2026 | 38 |
| 9050 | Elm3 Financial Group, LLC | $121M | Q4 2025 | 1/22/2026 | 113 |
| 9051 | STRATEGIC ADVISORY PARTNERS, LLC | $121M | Q4 2025 | 3/3/2026 | 36 |
| 9052 | NDVR, Inc. | $121M | Q4 2025 | 2/12/2026 | 121 |
| 9053 | Rangeley Capital, LLC | $120M | Q4 2025 | 2/17/2026 | 123 |
| 9054 | Linden Rose Investment LLC | $120M | Q4 2025 | 2/9/2026 | 7 |
| 9055 | URS Advisory LLC | $120M | Q4 2025 | 2/17/2026 | 44 |
| 9056 | Alexander Randolph Advisory, Inc. | $120M | Q4 2025 | 2/5/2026 | 54 |
| 9057 | Vigil Wealth Management, LLC | $120M | Q4 2025 | 2/10/2026 | 77 |
| 9058 | Ferguson Johnson Wealth Management Inc | $120M | Q4 2025 | 2/6/2026 | 35 |
| 9059 | Davis Wealth Advisors, LLC | $120M | Q4 2025 | 2/17/2026 | 69 |
| 9060 | New Century Advisors, LLC | $120M | Q2 2014 | 7/31/2014 | 40 |
| 9061 | Golden Bell Financial Planning LLC | $120M | Q4 2025 | 2/3/2026 | 36 |
| 9062 | SEMITAM BONAM LLC | $120M | Q4 2025 | 1/20/2026 | 47 |
| 9063 | ALTERNA WEALTH MANAGEMENT, INC | $120M | Q4 2025 | 1/23/2026 | 101 |
| 9064 | Vista Cima Wealth Management LLC | $120M | Q4 2025 | 2/11/2026 | 51 |
| 9065 | GLOBAL STRATEGIC MANAGEMENT INC | $120M | Q4 2025 | 2/13/2026 | 27 |
| 9066 | Clutterbuck Capital Management LLC | $120M | Q4 2025 | 2/13/2026 | 8 |
| 9067 | Saber Capital Managment, LLC | $120M | Q4 2025 | 2/13/2026 | 31 |
| 9068 | MISHPACHA HOLDINGS CORP | $120M | Q4 2025 | 2/27/2026 | 13 |
| 9069 | Cook & Bynum Capital Management, LLC | $120M | Q4 2025 | 2/17/2026 | 6 |
| 9070 | WIREGRASS INVESTMENT MANAGEMENT LLC | $120M | Q4 2025 | 2/13/2026 | 98 |
| 9071 | Peak Wealth Management LLC | $120M | Q4 2025 | 2/4/2026 | 51 |
| 9072 | INVESTORS TRUST INC | $120M | Q1 2014 | 5/15/2014 | 89 |
| 9073 | CDKV HOLDINGS LLC | $120M | Q4 2025 | 2/17/2026 | 277 |
| 9074 | Bretton Capital Management, LLC | $119M | Q4 2025 | 1/26/2026 | 18 |
| 9075 | CHESAPEAKE CAPITAL CORP /IL/ | $119M | Q4 2025 | 2/3/2026 | 158 |
| 9076 | Delta Wealth Advisors LLC | $119M | Q4 2025 | 1/28/2026 | 47 |
| 9077 | R.H. Investment Group, LLC | $119M | Q4 2025 | 1/16/2026 | 33 |
| 9078 | MRP Capital Investments, LLC | $119M | Q4 2025 | 2/9/2026 | 200 |
| 9079 | Boyce & Associates Wealth Consulting, Inc. | $119M | Q4 2025 | 1/20/2026 | 75 |
| 9080 | Cauble & Harre Wealth Management, Inc. | $119M | Q4 2025 | 2/5/2026 | 70 |
| 9081 | Foresite Capital Management I, LLC | $119M | Q2 2014 | 8/11/2014 | 8 |
| 9082 | Telluride Asset Management LLC | $119M | Q1 2014 | 5/14/2014 | 233 |
| 9083 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $119M | Q4 2025 | 1/29/2026 | 53 |
| 9084 | ARBOR CAPITAL MANAGEMENT INC /ADV | $119M | Q4 2025 | 1/28/2026 | 103 |
| 9085 | WULFF, HANSEN & CO. | $119M | Q4 2025 | 2/3/2026 | 102 |
| 9086 | Ridge Creek Global, Inc | $119M | Q4 2025 | 2/13/2026 | 86 |
| 9087 | Sound Portfolio Advisors, LLC | $119M | Q4 2025 | 2/5/2026 | 33 |
| 9088 | Emissary Wealth LLC | $119M | Q4 2025 | 1/27/2026 | 59 |
| 9089 | Belmont Global Advisors, Inc. | $119M | Q1 2014 | 5/13/2014 | 111 |
| 9090 | Charter Oak Advisors LP | $119M | Q4 2025 | 2/13/2026 | 13 |
| 9091 | Santa Clara Valley Transportation Authority | $119M | Q4 2025 | 2/13/2026 | 4 |
| 9092 | University of Wisconsin Foundation | $119M | Q4 2025 | 2/13/2026 | 8 |
| 9093 | INTEGRATED WEALTHCARE, LLC | $119M | Q4 2025 | 1/23/2026 | 28 |
| 9094 | FEINBERG STEPHEN | $119M | Q1 2014 | 5/15/2014 | 5 |
| 9095 | Evergreen Wealth Partners LLC | $119M | Q4 2025 | 2/5/2026 | 79 |
| 9096 | William Howard & Co Financial Advisors Inc | $119M | Q4 2025 | 1/21/2026 | 57 |
| 9097 | C2C Wealth Management, LLC | $119M | Q4 2025 | 1/21/2026 | 87 |
| 9098 | CM Management, LLC | $119M | Q4 2025 | 2/2/2026 | 62 |
| 9099 | Stoic Point Capital Management LLC | $119M | Q4 2025 | 2/17/2026 | 64 |
| 9100 | Tandem Investment Partners LLC | $119M | Q4 2025 | 1/21/2026 | 70 |
| 9101 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $119M | Q4 2025 | 1/20/2026 | 53 |
| 9102 | Talkot Capital, LLC | $119M | Q1 2014 | 5/13/2014 | 20 |
| 9103 | TARGET ASSET MANAGEMENT PTE LTD | $118M | Q2 2014 | 7/16/2014 | 3 |
| 9104 | Post Resch Tallon Group Inc. | $118M | Q4 2025 | 1/9/2026 | 109 |
| 9105 | Hershey Financial Advisers, LLC | $118M | Q4 2025 | 2/18/2026 | 78 |
| 9106 | Clarity Wealth Development LLC | $118M | Q4 2025 | 2/11/2026 | 45 |
| 9107 | Sherman Asset Management, Inc. | $118M | Q4 2025 | 2/5/2026 | 144 |
| 9108 | SCFF MANAGEMENT LLC | $118M | Q2 2014 | 8/8/2014 | 4 |
| 9109 | Clarendon Private LLC | $118M | Q4 2025 | 2/5/2026 | 103 |
| 9110 | Cruiser Capital Advisors, LLC | $118M | Q4 2025 | 2/12/2026 | 55 |
| 9111 | AMERICAN ASSET MANAGEMENT INC. | $118M | Q4 2025 | 1/7/2026 | 35 |
| 9112 | Fortitude Financial, LLC | $118M | Q4 2025 | 1/27/2026 | 39 |
| 9113 | Karamaan Group, LLC | $118M | Q1 2014 | 5/15/2014 | 28 |
| 9114 | LUTS & GREENLEIGH GROUP, INC. | $118M | Q4 2025 | 1/26/2026 | 87 |
| 9115 | SOUND ENERGY PARTNERS, INC. | $118M | Q1 2014 | 5/14/2014 | 37 |
| 9116 | AGMAN CAPITAL LLC | $118M | Q4 2025 | 2/13/2026 | 19 |
| 9117 | Peapod Lane Capital LLC | $118M | Q4 2025 | 1/28/2026 | 59 |
| 9118 | First Financial Group Corp | $118M | Q4 2025 | 1/28/2026 | 73 |
| 9119 | Donalies Financial Planning, LLC | $117M | Q4 2025 | 2/17/2026 | 70 |
| 9120 | GPS Wealth Strategies Group, LLC | $117M | Q4 2025 | 2/6/2026 | 582 |
| 9121 | TBP Investments Management, LLC | $117M | Q1 2014 | 5/15/2014 | 32 |
| 9122 | Trafelet Capital Management, L.P. | $117M | Q1 2014 | 5/15/2014 | 15 |
| 9123 | MeadowBrook Investment Advisors LLC | $117M | Q4 2025 | 1/14/2026 | 194 |
| 9124 | Eagle Wealth Advisors LLC | $117M | Q4 2025 | 1/29/2026 | 91 |
| 9125 | Flight Deck Capital, LP | $117M | Q4 2025 | 2/17/2026 | 11 |
| 9126 | Heights Point Management, LP | $117M | Q4 2025 | 2/13/2026 | 21 |
| 9127 | Paradigm Financial Advisors, LLC | $117M | Q2 2014 | 7/28/2014 | 80 |
| 9128 | Dynamic Financial Group | $117M | Q4 2025 | 1/26/2026 | 69 |
| 9129 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | $117M | Q4 2025 | 2/6/2026 | 175 |
| 9130 | 4WEALTH ADVISORS, INC. | $117M | Q4 2025 | 1/21/2026 | 147 |
| 9131 | LiftPoint Family Wealth Advisors LLC | $117M | Q4 2025 | 2/13/2026 | 51 |
| 9132 | Propel Bio Management, LLC | $117M | Q4 2025 | 2/11/2026 | 20 |
| 9133 | Asset Value Investors Ltd | $117M | Q4 2025 | 1/6/2026 | 3 |
| 9134 | RD Lewis Holdings, Inc. | $117M | Q4 2025 | 2/6/2026 | 90 |
| 9135 | Flagship Ventures 2007 General Partner LLC | $117M | Q2 2014 | 8/8/2014 | 4 |
| 9136 | NESTEGG ADVISORS, INC. | $117M | Q4 2025 | 1/21/2026 | 51 |
| 9137 | Harbor Asset Planning, Inc. | $117M | Q4 2025 | 1/26/2026 | 442 |
| 9138 | New Dimensions Wealth Management, LLC | $117M | Q4 2025 | 2/3/2026 | 20 |
| 9139 | Strategic Wealth Advisors LLC | $117M | Q4 2025 | 2/3/2026 | 260 |
| 9140 | Sparta 24 Ltd. | $117M | Q4 2025 | 2/2/2026 | 9 |
| 9141 | Point Break Capital Management, LLC | $117M | Q4 2025 | 2/12/2026 | 17 |
| 9142 | AXON CAPITAL LP | $117M | Q4 2025 | 2/12/2026 | 14 |
| 9143 | APS Management Group, Inc. | $117M | Q4 2025 | 1/28/2026 | 77 |
| 9144 | Chatterton & Associates Inc. | $117M | Q4 2025 | 1/20/2026 | 84 |
| 9145 | LRT Capital Management, LLC | $117M | Q4 2025 | 2/13/2026 | 86 |
| 9146 | AG Asset Advisory, LLC | $117M | Q4 2025 | 2/11/2026 | 26 |
| 9147 | WAYSTONE ADVISORS LLC | $117M | Q4 2025 | 2/9/2026 | 102 |
| 9148 | Signature Financial Management, Inc. | $117M | Q1 2014 | 5/15/2014 | 72 |
| 9149 | Lord & Richards Wealth Management, LLC | $116M | Q4 2025 | 1/15/2026 | 51 |
| 9150 | Kelsey Financial, LLC | $116M | Q4 2025 | 1/23/2026 | 62 |
| 9151 | Pursuit Wealth Management LLC | $116M | Q4 2025 | 1/26/2026 | 118 |
| 9152 | Macco Financial Group, Inc. | $116M | Q4 2025 | 2/24/2026 | 19 |
| 9153 | Cortex Capital Management LLC | $116M | Q1 2014 | 5/14/2014 | 32 |
| 9154 | CONQUIS FINANCIAL LLC | $116M | Q4 2025 | 2/11/2026 | 66 |
| 9155 | Tao Capital Management LP | $116M | Q4 2025 | 2/17/2026 | 8 |
| 9156 | Hudson Portfolio Management LLC | $116M | Q4 2025 | 2/13/2026 | 108 |
| 9157 | Asempa Wealth Advisors | $116M | Q4 2025 | 1/8/2026 | 113 |
| 9158 | Approach Retirement Advisors, LLC | $116M | Q4 2025 | 1/29/2026 | 78 |
| 9159 | Targeted Financial Services LLC | $116M | Q4 2025 | 3/3/2026 | 52 |
| 9160 | INTREPID FAMILY OFFICE LLC | $116M | Q4 2025 | 2/17/2026 | 38 |
| 9161 | North Capital, Inc. | $116M | Q4 2025 | 2/18/2026 | 89 |
| 9162 | Virtus Family Office LLC | $116M | Q4 2025 | 2/3/2026 | 64 |
| 9163 | Sherwood Financial Partners, LLC | $116M | Q4 2025 | 2/18/2026 | 8 |
| 9164 | Amica Retiree Medical Trust | $116M | Q1 2014 | 5/13/2014 | 379 |
| 9165 | McCartney Wealth Management LLC | $116M | Q4 2025 | 2/17/2026 | 61 |
| 9166 | Perissos Private Wealth Management, LLC | $116M | Q4 2025 | 2/9/2026 | 72 |
| 9167 | BINGHAM PRIVATE WEALTH, LLC | $116M | Q4 2025 | 1/23/2026 | 151 |
| 9168 | SEVEN EIGHT CAPITAL, LP | $116M | Q1 2014 | 5/15/2014 | 262 |
| 9169 | Kennebec Savings Bank | $116M | Q4 2025 | 1/22/2026 | 249 |
| 9170 | BML Capital Management, LLC | $116M | Q4 2025 | 2/3/2026 | 16 |
| 9171 | Sellaronda Global Management LP | $116M | Q4 2025 | 2/13/2026 | 8 |
| 9172 | PARK CIRCLE Co | $116M | Q4 2025 | 2/13/2026 | 51 |
| 9173 | A4 Wealth Advisors LLC | $116M | Q4 2025 | 2/13/2026 | 134 |
| 9174 | Stonebridge Financial Group, LLC / MO | $116M | Q4 2025 | 2/4/2026 | 159 |
| 9175 | ZEKE CAPITAL ADVISORS, LLC | $116M | Q1 2014 | 5/21/2014 | 63 |
| 9176 | Institutional Venture Management XV, LLC | $116M | Q4 2025 | 2/17/2026 | 3 |
| 9177 | Silver Grove Financial Group, Inc. | $115M | Q4 2025 | 2/17/2026 | 191 |
| 9178 | Susquehanna Capital Management, LLC | $115M | Q4 2025 | 2/17/2026 | 1 |
| 9179 | OV Management LLC | $115M | Q4 2025 | 1/27/2026 | 55 |
| 9180 | Li Winifred I | $115M | Q1 2014 | 6/18/2014 | 401 |
| 9181 | Centerline Investment Partners, LP | $115M | Q2 2014 | 7/14/2014 | 24 |
| 9182 | Capital Returns Management, LLC | $115M | Q1 2014 | 5/15/2014 | 20 |
| 9183 | Point View Wealth Management, Inc. | $115M | Q2 2014 | 7/24/2014 | 181 |
| 9184 | iAB Financial Bank | $115M | Q2 2014 | 7/9/2014 | 89 |
| 9185 | Godfrey Financial Associates, Inc. | $115M | Q4 2025 | 2/10/2026 | 1,113 |
| 9186 | North Horizon Holdings Inc. | $115M | Q4 2025 | 1/30/2026 | 1 |
| 9187 | Orchard Capital Management, LLC | $115M | Q4 2025 | 2/12/2026 | 44 |
| 9188 | Hegarty Advisors, LLC | $115M | Q4 2025 | 1/29/2026 | 55 |
| 9189 | Frankly Finances, LLC | $115M | Q4 2025 | 1/26/2026 | 63 |
| 9190 | ORBA Wealth Advisors, L.L.C. | $115M | Q4 2025 | 2/5/2026 | 79 |
| 9191 | Sherman Wealth Management LLC | $115M | Q4 2025 | 1/15/2026 | 77 |
| 9192 | EnTrustPermal Management LLC | $115M | Q1 2014 | 5/15/2014 | 29 |
| 9193 | WealthPoint Financial, LLC | $115M | Q4 2025 | 2/19/2026 | 117 |
| 9194 | NWM ADVISORS, LLC | $115M | Q4 2025 | 2/4/2026 | 25 |
| 9195 | CURTIS WEALTH MANAGEMENT LLC | $115M | Q4 2025 | 2/11/2026 | 52 |
| 9196 | M Wealth Management, LLC | $115M | Q4 2025 | 1/29/2026 | 48 |
| 9197 | BLVD Private Wealth, LLC | $115M | Q4 2025 | 1/27/2026 | 69 |
| 9198 | MY Wealth Management Inc. | $115M | Q4 2025 | 2/10/2026 | 37 |
| 9199 | CFS, LLC | $115M | Q1 2014 | 5/7/2014 | 123 |
| 9200 | Schaeffer Financial LLC | $115M | Q4 2025 | 1/30/2026 | 21 |