Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9001 | Whitebark Investors LP | $125M | Q1 2026 | 5/15/2026 | 9 |
| 9002 | SENTINEL WEALTH MANAGEMENT, INC. | $125M | Q1 2026 | 5/4/2026 | 39 |
| 9003 | Broussard Financial Group LLC | $125M | Q1 2026 | 4/29/2026 | 29 |
| 9004 | Forty4 Asset Management LLC | $125M | Q1 2014 | 5/8/2014 | 83 |
| 9005 | Campbell Deegan Wealth Management, LLC | $125M | Q1 2026 | 5/8/2026 | 53 |
| 9006 | Appalachian Capital Management Ltd | $125M | Q1 2026 | 4/27/2026 | 45 |
| 9007 | Sandro Wealth Management LLC | $125M | Q1 2026 | 4/21/2026 | 99 |
| 9008 | ROBERT WOOD JOHNSON FOUNDATION | $125M | Q1 2026 | 4/29/2026 | 2 |
| 9009 | PROSPERITY BANCSHARES INC | $125M | Q1 2026 | 5/12/2026 | 414 |
| 9010 | Blue Water Life Science Advisors, LP | $125M | Q1 2026 | 5/14/2026 | 10 |
| 9011 | ALLIUM FINANCIAL ADVISORS, LLC | $125M | Q1 2026 | 5/7/2026 | 79 |
| 9012 | Tillar-Wenstrup Advisors, LLC | $125M | Q2 2014 | 7/21/2014 | 47 |
| 9013 | Kite Lake Capital Management (UK) LLP | $125M | Q1 2026 | 5/15/2026 | 9 |
| 9014 | Strategic Wealth Advisors LLC | $125M | Q1 2026 | 5/1/2026 | 267 |
| 9015 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $125M | Q1 2014 | 5/15/2014 | 4 |
| 9016 | WFA of San Diego, LLC | $125M | Q1 2026 | 5/11/2026 | 404 |
| 9017 | Kampmann Melissa S. | $125M | Q1 2026 | 4/23/2026 | 43 |
| 9018 | Canandaigua National Trust Co of Florida | $125M | Q1 2026 | 4/8/2026 | 108 |
| 9019 | Ponta Wealth Partners, LLC | $124M | Q1 2026 | 5/11/2026 | 138 |
| 9020 | 14B Captial Management LP | $124M | Q4 2025 | 2/17/2026 | 18 |
| 9021 | Silver Grove Financial Group, Inc. | $124M | Q1 2026 | 5/15/2026 | 646 |
| 9022 | STEPHEN J. GARRY & ASSOCIATES, LLC | $124M | Q1 2026 | 4/16/2026 | 51 |
| 9023 | Open Field Capital LLC | $124M | Q2 2014 | 7/21/2014 | 37 |
| 9024 | Round Table Services, LLC | $124M | Q2 2014 | 8/8/2014 | 51 |
| 9025 | Coquina Private Wealth LLC | $124M | Q1 2026 | 5/5/2026 | 96 |
| 9026 | FLAX POND CAPITAL, LLC | $124M | Q1 2026 | 5/19/2026 | 62 |
| 9027 | Katamaran Capital LLP | $124M | Q1 2026 | 5/5/2026 | 30 |
| 9028 | Cook & Bynum Capital Management, LLC | $124M | Q1 2026 | 5/15/2026 | 6 |
| 9029 | Talisman Wealth Advisors LLC | $124M | Q1 2026 | 5/15/2026 | 101 |
| 9030 | O'Domhnaill Enterprises, Inc. | $124M | Q1 2026 | 4/28/2026 | 55 |
| 9031 | NorthLanding Financial Partners, LLC | $124M | Q1 2026 | 4/27/2026 | 41 |
| 9032 | Clarity Retirement & Wealth, LLC | $124M | Q1 2026 | 4/28/2026 | 26 |
| 9033 | WJ Financial Advisors LLC | $124M | Q1 2026 | 5/4/2026 | 128 |
| 9034 | Marcho Partners LLP | $124M | Q1 2026 | 5/13/2026 | 5 |
| 9035 | Detwiler Fenton Investment Management LLC | $124M | Q2 2014 | 8/7/2014 | 100 |
| 9036 | Ally Bridge Group (NY) LLC | $124M | Q1 2026 | 5/15/2026 | 27 |
| 9037 | Vigil Wealth Management, LLC | $124M | Q1 2026 | 4/21/2026 | 75 |
| 9038 | Family Legacy Financial Solutions, LLC | $124M | Q1 2026 | 4/15/2026 | 46 |
| 9039 | Post Resch Tallon Group Inc. | $124M | Q1 2026 | 4/8/2026 | 120 |
| 9040 | EDMP, INC. | $124M | Q1 2026 | 4/28/2026 | 71 |
| 9041 | INTREPID FAMILY OFFICE LLC | $124M | Q1 2026 | 5/15/2026 | 38 |
| 9042 | R.H. Dinel Investment Counsel, Inc. | $124M | Q1 2026 | 4/14/2026 | 40 |
| 9043 | FARLEY CAPITAL L.P. | $123M | Q1 2026 | 5/11/2026 | 18 |
| 9044 | PANTHERA INVESTMENT GmbH | $123M | Q1 2014 | 5/15/2014 | 45 |
| 9045 | Cadia Private Client LLC | $123M | Q1 2026 | 5/20/2026 | 76 |
| 9046 | Ferguson Johnson Wealth Management Inc | $123M | Q1 2026 | 5/5/2026 | 34 |
| 9047 | Pitti Group Wealth Management, LLC | $123M | Q1 2026 | 5/15/2026 | 81 |
| 9048 | DRH Investments, Inc. | $123M | Q1 2026 | 5/15/2026 | 16 |
| 9049 | BARINGTON COMPANIES MANAGEMENT, LLC | $123M | Q1 2026 | 5/12/2026 | 8 |
| 9050 | Tradeworx Inc. | $123M | Q2 2014 | 7/10/2014 | 317 |
| 9051 | Gumshoe Capital Management LLC | $123M | Q1 2026 | 5/15/2026 | 7 |
| 9052 | Sound Portfolio Advisors, LLC | $123M | Q1 2026 | 5/4/2026 | 44 |
| 9053 | Kropog Financial Group, LLC | $123M | Q1 2026 | 4/24/2026 | 33 |
| 9054 | Cannon Capital Management, Inc. | $123M | Q1 2026 | 5/7/2026 | 28 |
| 9055 | Maxele Advisors, LLC | $123M | Q4 2025 | 2/5/2026 | 100 |
| 9056 | MISHPACHA HOLDINGS CORP | $123M | Q1 2026 | 5/7/2026 | 3 |
| 9057 | Aristotle Pacific Capital, LLC | $123M | Q1 2026 | 5/15/2026 | 5 |
| 9058 | Boreal Capital Management LLC | $123M | Q1 2026 | 5/14/2026 | 501 |
| 9059 | Adelphi Trust Co | $123M | Q1 2026 | 4/1/2026 | 105 |
| 9060 | NATIONAL INVESTMENT SERVICES INC /WI | $123M | Q2 2014 | 7/22/2014 | 48 |
| 9061 | KRAEMATON INVESTMENT ADVISORS, INC | $123M | Q1 2026 | 5/13/2026 | 99 |
| 9062 | Corus Family Wealth Advisors | $123M | Q1 2026 | 4/28/2026 | 69 |
| 9063 | Geremia Financial Services, LLC | $123M | Q1 2026 | 4/27/2026 | 10 |
| 9064 | Polaris Venture Management Co. V, L.L.C. | $123M | Q2 2014 | 8/11/2014 | 5 |
| 9065 | Templeton & Phillips Capital Management, LLC | $123M | Q1 2026 | 5/6/2026 | 55 |
| 9066 | Blake Schutter Theil Wealth Advisors, LLC | $123M | Q1 2026 | 5/4/2026 | 111 |
| 9067 | LBA Wealth Management, LLC | $123M | Q2 2014 | 7/24/2014 | 273 |
| 9068 | ARBOR CAPITAL MANAGEMENT INC /ADV | $123M | Q1 2026 | 4/30/2026 | 101 |
| 9069 | Moneda S.A. Administradora General de Fondos | $123M | Q1 2026 | 5/15/2026 | 25 |
| 9070 | Osbon Capital Management LLC | $123M | Q1 2026 | 5/15/2026 | 493 |
| 9071 | Fox Financial, Inc | $123M | Q1 2026 | 5/7/2026 | 11 |
| 9072 | Clarity Wealth Development LLC | $123M | Q1 2026 | 4/22/2026 | 44 |
| 9073 | Virtus Fixed Income Advisers, LLC | $123M | Q1 2026 | 5/13/2026 | 23 |
| 9074 | Lakeshore Capital Group, Inc. | $123M | Q1 2026 | 4/22/2026 | 76 |
| 9075 | ArborFi Advisors, LLC | $122M | Q1 2026 | 4/29/2026 | 45 |
| 9076 | US Asset Management LLC | $122M | Q4 2025 | 1/27/2026 | 118 |
| 9077 | Sankala Group LLC | $122M | Q1 2026 | 3/31/2026 | 559 |
| 9078 | First Financial Group Corp | $122M | Q1 2026 | 4/22/2026 | 80 |
| 9079 | Quality Growth Management, Inc. | $122M | Q1 2014 | 6/5/2014 | 22 |
| 9080 | A4 Wealth Advisors LLC | $122M | Q1 2026 | 5/11/2026 | 103 |
| 9081 | Polaris Venture Management Co IV LLC | $122M | Q2 2014 | 8/11/2014 | 3 |
| 9082 | PEAR TREE ADVISORS INC | $122M | Q1 2014 | 5/6/2014 | 48 |
| 9083 | SEMITAM BONAM LLC | $122M | Q1 2026 | 4/21/2026 | 44 |
| 9084 | Reyes Financial Architecture, Inc. | $122M | Q1 2026 | 5/11/2026 | 348 |
| 9085 | PIERSHALE FINANCIAL GROUP, INC. | $122M | Q2 2014 | 7/17/2014 | 193 |
| 9086 | Dynamic Financial Group | $122M | Q1 2026 | 5/12/2026 | 69 |
| 9087 | Roger Wittlin Investment Advisory, LLC | $122M | Q1 2026 | 5/13/2026 | 39 |
| 9088 | Athena Wealth Management, LLC | $122M | Q1 2026 | 4/17/2026 | 106 |
| 9089 | Garton & Associates Financial Advisors LLC | $122M | Q1 2026 | 5/11/2026 | 123 |
| 9090 | Karani Asset Management LLC | $122M | Q1 2026 | 5/15/2026 | 54 |
| 9091 | Kennon-Green & Company, LLC | $122M | Q1 2026 | 4/27/2026 | 39 |
| 9092 | PRAIRIEVIEW WEALTH PARTNERS, LLC | $122M | Q1 2026 | 5/5/2026 | 30 |
| 9093 | Miramar Fiduciary Corp | $122M | Q1 2026 | 4/29/2026 | 5 |
| 9094 | Targeted Financial Services LLC | $122M | Q1 2026 | 4/15/2026 | 54 |
| 9095 | Valliance Asset Management Ltd | $122M | Q1 2026 | 5/11/2026 | 8 |
| 9096 | Peapod Lane Capital LLC | $122M | Q1 2026 | 5/1/2026 | 62 |
| 9097 | HOERTKORN RICHARD CHARLES | $122M | Q1 2026 | 4/29/2026 | 76 |
| 9098 | Peak Wealth Management LLC | $122M | Q1 2026 | 4/14/2026 | 54 |
| 9099 | Western Reserve Capital Management, LLC | $122M | Q1 2026 | 4/27/2026 | 50 |
| 9100 | SIERRA OCEAN, LLC | $122M | Q1 2026 | 4/27/2026 | 60 |
| 9101 | Atlas Venture Advisors, Inc. | $122M | Q1 2026 | 5/1/2026 | 3 |
| 9102 | RED CRANE WEALTH MANAGEMENT, LLC | $122M | Q1 2026 | 4/28/2026 | 72 |
| 9103 | Farnam Financial LLC | $122M | Q1 2026 | 4/27/2026 | 49 |
| 9104 | CWH Capital Management, Inc. | $121M | Q1 2014 | 5/2/2014 | 43 |
| 9105 | CFO CAPITAL MANAGEMENT LLC | $121M | Q1 2026 | 5/4/2026 | 104 |
| 9106 | Mirabaud Asset Management Ltd | $121M | Q1 2026 | 5/13/2026 | 32 |
| 9107 | BLUE JEAN FINANCIAL LLC | $121M | Q1 2026 | 4/21/2026 | 68 |
| 9108 | TT Capital Management LLC | $121M | Q1 2026 | 5/12/2026 | 73 |
| 9109 | Nan Fung Group Holdings Ltd | $121M | Q1 2026 | 5/14/2026 | 24 |
| 9110 | Frisco Financial Planning LLC | $121M | Q1 2026 | 5/12/2026 | 29 |
| 9111 | Dunvegan Associates, Inc. | $121M | Q4 2013 | 2/21/2014 | 70 |
| 9112 | Chapman Investment Management, LLC | $121M | Q1 2026 | 5/4/2026 | 26 |
| 9113 | Connective Capital Management, LLC | $121M | Q1 2026 | 5/12/2026 | 66 |
| 9114 | Candelo Capital Management LP | $121M | Q1 2026 | 5/15/2026 | 31 |
| 9115 | Fernwood Investment Management, LLC | $121M | Q2 2014 | 7/31/2014 | 113 |
| 9116 | Emrys Partners, L.P. | $121M | Q1 2014 | 5/15/2014 | 27 |
| 9117 | Paller Financial Services Inc | $121M | Q1 2026 | 4/28/2026 | 43 |
| 9118 | KeyPoint Capital Management, LLC | $121M | Q1 2014 | 4/25/2014 | 20 |
| 9119 | Avise Financial Cooperative, Inc. | $121M | Q1 2026 | 4/22/2026 | 102 |
| 9120 | FULCRUM WEALTH ADVISORS, LLC | $121M | Q1 2026 | 4/21/2026 | 72 |
| 9121 | LiftPoint Family Wealth Advisors LLC | $121M | Q1 2026 | 4/29/2026 | 56 |
| 9122 | SECTORAL ASSET MANAGEMENT INC | $121M | Q1 2026 | 5/15/2026 | 77 |
| 9123 | Reliant Investment Partners, LLC | $121M | Q1 2026 | 5/11/2026 | 113 |
| 9124 | Chicago Capital Management, LLC | $121M | Q1 2026 | 4/27/2026 | 29 |
| 9125 | Altalis Capital Management LLC | $121M | Q1 2014 | 5/15/2014 | 20 |
| 9126 | CONQUIS FINANCIAL LLC | $121M | Q1 2026 | 5/7/2026 | 54 |
| 9127 | WIREGRASS INVESTMENT MANAGEMENT LLC | $121M | Q1 2026 | 5/13/2026 | 96 |
| 9128 | Merited Wealth, LLC | $121M | Q1 2026 | 4/24/2026 | 79 |
| 9129 | MFG WEALTH MANAGEMENT, INC. | $121M | Q1 2026 | 4/9/2026 | 61 |
| 9130 | JM2 Capital Inc. | $121M | Q1 2026 | 4/27/2026 | 114 |
| 9131 | AG Asset Advisory, LLC | $121M | Q1 2026 | 4/29/2026 | 25 |
| 9132 | Tenzing Global Management, LLC | $121M | Q1 2026 | 5/15/2026 | 14 |
| 9133 | NDVR, Inc. | $121M | Q4 2025 | 2/12/2026 | 121 |
| 9134 | BG Investment Services, LLC | $120M | Q1 2026 | 5/8/2026 | 48 |
| 9135 | GLOBAL STRATEGIC MANAGEMENT INC | $120M | Q1 2026 | 5/13/2026 | 25 |
| 9136 | Goldstream Capital Management Ltd | $120M | Q1 2026 | 5/15/2026 | 30 |
| 9137 | Wealth Preservation Advisors, LLC | $120M | Q1 2026 | 5/15/2026 | 1,035 |
| 9138 | Lunate Capital Ltd | $120M | Q1 2026 | 4/16/2026 | 6 |
| 9139 | Davis Wealth Advisors, LLC | $120M | Q1 2026 | 5/14/2026 | 72 |
| 9140 | Prosperity Advisers, LLC | $120M | Q1 2026 | 4/23/2026 | 39 |
| 9141 | Madson Wealth Advisors Inc | $120M | Q1 2026 | 4/21/2026 | 84 |
| 9142 | Santa Clara Valley Transportation Authority | $120M | Q1 2026 | 5/13/2026 | 4 |
| 9143 | Approach Retirement Advisors, LLC | $120M | Q1 2026 | 4/14/2026 | 79 |
| 9144 | New Century Advisors, LLC | $120M | Q2 2014 | 7/31/2014 | 40 |
| 9145 | Skerryvore Asset Management Ltd | $120M | Q1 2026 | 5/15/2026 | 7 |
| 9146 | Troutman Wealth Management, LLC | $120M | Q1 2026 | 5/8/2026 | 36 |
| 9147 | Scientech Research LLC | $120M | Q1 2026 | 5/15/2026 | 449 |
| 9148 | SJBENEN ADVISORY, LLC | $120M | Q1 2026 | 4/13/2026 | 27 |
| 9149 | Windsor Advisory Group, LLC | $120M | Q1 2026 | 5/15/2026 | 82 |
| 9150 | AIHC Capital Management Ltd | $120M | Q1 2026 | 5/8/2026 | 5 |
| 9151 | Ahara Advisors LLC | $120M | Q1 2026 | 5/14/2026 | 53 |
| 9152 | CM Management, LLC | $120M | Q1 2026 | 5/8/2026 | 71 |
| 9153 | COMMONS CAPITAL, LLC | $120M | Q1 2026 | 4/30/2026 | 85 |
| 9154 | INVESTORS TRUST INC | $120M | Q1 2014 | 5/15/2014 | 89 |
| 9155 | Yorktown Management & Research Co Inc | $120M | Q1 2026 | 4/20/2026 | 214 |
| 9156 | INTEGRATED WEALTHCARE, LLC | $120M | Q1 2026 | 5/8/2026 | 28 |
| 9157 | Ball & Co Wealth Management Inc. | $120M | Q1 2026 | 5/1/2026 | 80 |
| 9158 | Clio Asset Management LLC | $119M | Q1 2026 | 4/21/2026 | 16 |
| 9159 | Foresite Capital Management I, LLC | $119M | Q2 2014 | 8/11/2014 | 8 |
| 9160 | Telluride Asset Management LLC | $119M | Q1 2014 | 5/14/2014 | 233 |
| 9161 | E-Wealth Partners, LLC | $119M | Q4 2025 | 5/13/2026 | 57 |
| 9162 | Lubar & Co., Inc | $119M | Q1 2026 | 4/23/2026 | 3 |
| 9163 | Belmont Global Advisors, Inc. | $119M | Q1 2014 | 5/13/2014 | 111 |
| 9164 | Commerce Advisors, LLC | $119M | Q1 2026 | 5/12/2026 | 122 |
| 9165 | SHEPHERD KAPLAN KROCHUK, LLC | $119M | Q1 2026 | 5/15/2026 | 61 |
| 9166 | marrick wealth, LLC | $119M | Q1 2026 | 4/15/2026 | 52 |
| 9167 | Harbor Asset Planning, Inc. | $119M | Q1 2026 | 4/22/2026 | 420 |
| 9168 | FEINBERG STEPHEN | $119M | Q1 2014 | 5/15/2014 | 5 |
| 9169 | Tao Capital Management LP | $119M | Q1 2026 | 5/14/2026 | 8 |
| 9170 | Schaeffer Financial LLC | $119M | Q1 2026 | 4/27/2026 | 25 |
| 9171 | M Wealth Management, LLC | $119M | Q1 2026 | 5/15/2026 | 55 |
| 9172 | McCartney Wealth Management LLC | $119M | Q1 2026 | 5/11/2026 | 65 |
| 9173 | Hudson Portfolio Management LLC | $119M | Q1 2026 | 5/14/2026 | 111 |
| 9174 | White Knight Strategic Wealth Advisors, LLC | $119M | Q1 2026 | 5/15/2026 | 81 |
| 9175 | Stonebridge Financial Group, LLC / MO | $119M | Q1 2026 | 4/17/2026 | 165 |
| 9176 | Kane Co Wealth Management, Inc. | $119M | Q1 2026 | 4/21/2026 | 51 |
| 9177 | Talkot Capital, LLC | $119M | Q1 2014 | 5/13/2014 | 20 |
| 9178 | Keenan, LLC | $119M | Q1 2026 | 4/22/2026 | 42 |
| 9179 | Clientfirst Wealth Management, LLC | $118M | Q1 2026 | 5/1/2026 | 50 |
| 9180 | WORLDLY PARTNERS MANAGEMENT, LLC | $118M | Q1 2026 | 5/12/2026 | 3 |
| 9181 | TARGET ASSET MANAGEMENT PTE LTD | $118M | Q2 2014 | 7/16/2014 | 3 |
| 9182 | WASHINGTON CAPITAL MANAGEMENT, INC | $118M | Q1 2026 | 4/24/2026 | 102 |
| 9183 | Elm3 Financial Group, LLC | $118M | Q1 2026 | 4/13/2026 | 117 |
| 9184 | Topor & Co. Korea | $118M | Q1 2026 | 4/27/2026 | 18 |
| 9185 | C2C Wealth Management, LLC | $118M | Q1 2026 | 4/20/2026 | 92 |
| 9186 | Aventus Investment Advisors, Inc. | $118M | Q1 2026 | 4/15/2026 | 148 |
| 9187 | North Capital, Inc. | $118M | Q1 2026 | 4/30/2026 | 93 |
| 9188 | PARAGON CAPITAL MANAGEMENT INC | $118M | Q1 2026 | 4/17/2026 | 70 |
| 9189 | Advocate Investing Services LLC | $118M | Q1 2026 | 4/22/2026 | 448 |
| 9190 | SCFF MANAGEMENT LLC | $118M | Q2 2014 | 8/8/2014 | 4 |
| 9191 | Index Venture Growth Associates III Ltd | $118M | Q1 2026 | 5/15/2026 | 2 |
| 9192 | Oceanic Investment Management LTD | $118M | Q1 2026 | 5/13/2026 | 43 |
| 9193 | Tandem Investment Partners LLC | $118M | Q1 2026 | 5/13/2026 | 73 |
| 9194 | Ridge Creek Global, Inc | $118M | Q1 2026 | 5/13/2026 | 85 |
| 9195 | Capstone Wealth Management, Inc. | $118M | Q1 2026 | 5/15/2026 | 38 |
| 9196 | Karamaan Group, LLC | $118M | Q1 2014 | 5/15/2014 | 28 |
| 9197 | Walnut Level Capital LLC | $118M | Q1 2026 | 5/15/2026 | 39 |
| 9198 | Warm Springs Advisors Inc. | $118M | Q1 2026 | 4/30/2026 | 48 |
| 9199 | Koenig Investment Advisory, LLC | $118M | Q1 2026 | 4/16/2026 | 36 |
| 9200 | Electric Capital Partners, LLC | $118M | Q1 2026 | 5/15/2026 | 7 |