Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9201 | Antonetti Capital Management LLC | $115M | Q1 2014 | 5/14/2014 | 253 |
| 9202 | TANDEMGROWTH FINANCIAL ADVISORS LLC | $115M | Q4 2025 | 2/12/2026 | 24 |
| 9203 | Cooke Wealth Management, LLC | $115M | Q4 2025 | 1/21/2026 | 37 |
| 9204 | KDK Private Wealth Management, LLC | $115M | Q4 2025 | 2/12/2026 | 72 |
| 9205 | Multicoin Capital Management, LLC | $114M | Q4 2025 | 2/13/2026 | 4 |
| 9206 | PSP Research LLC | $114M | Q4 2025 | 2/6/2026 | 85 |
| 9207 | Mercato Partners Growth III GP, LLC | $114M | Q4 2025 | 2/17/2026 | 1 |
| 9208 | AK GLOBAL ASSET MANAGEMENT, LLC | $114M | Q4 2025 | 1/21/2026 | 31 |
| 9209 | Euclidean Technologies Management, LLC | $114M | Q1 2014 | 5/14/2014 | 38 |
| 9210 | LUMINUS MANAGEMENT LLC | $114M | Q4 2025 | 2/17/2026 | 22 |
| 9211 | SOPHROSYNE CAPITAL LLC | $114M | Q1 2014 | 5/14/2014 | 78 |
| 9212 | MACNEALY HOOVER INVESTMENT MANAGEMENT INC | $114M | Q2 2014 | 7/23/2014 | 83 |
| 9213 | Capstone Wealth Management, Inc. | $114M | Q4 2025 | 2/20/2026 | 40 |
| 9214 | RPM Capital Partners, LLC | $114M | Q4 2025 | 1/14/2026 | 2 |
| 9215 | Ativo Capital Management LLC | $114M | Q4 2025 | 2/2/2026 | 55 |
| 9216 | Directional Asset Management | $114M | Q4 2025 | 1/29/2026 | 93 |
| 9217 | Weyland Capital Management, LLC | $114M | Q2 2014 | 8/4/2014 | 13 |
| 9218 | Financial Planning Fort Collins, LLC | $114M | Q4 2025 | 2/18/2026 | 30 |
| 9219 | Alan B Lancz & Associates, Inc. | $114M | Q4 2025 | 2/6/2026 | 132 |
| 9220 | LEGACY SOLUTIONS, LLC | $114M | Q4 2025 | 1/14/2026 | 81 |
| 9221 | Pension Partners, LLC | $114M | Q2 2014 | 8/1/2014 | 10 |
| 9222 | Safe Harbor Family Capital, LLC | $114M | Q4 2025 | 1/30/2026 | 51 |
| 9223 | Waycross Investment Management Co | $114M | Q4 2025 | 1/8/2026 | 47 |
| 9224 | Keenan, LLC | $114M | Q4 2025 | 3/4/2026 | 41 |
| 9225 | Powerhouse Assets LLC | $114M | Q4 2025 | 1/15/2026 | 54 |
| 9226 | LWM ADVISORS INC | $114M | Q4 2025 | 1/9/2026 | 29 |
| 9227 | Cannon Capital Management, Inc. | $114M | Q4 2025 | 1/30/2026 | 27 |
| 9228 | Clarity Retirement & Wealth, LLC | $114M | Q4 2025 | 2/11/2026 | 33 |
| 9229 | GRACE BROTHERS MANAGEMENT LLC | $114M | Q2 2014 | 8/11/2014 | 46 |
| 9230 | CrossGen Wealth, LLC | $114M | Q4 2025 | 2/19/2026 | 198 |
| 9231 | Broyhill Asset Management, LLC | $114M | Q4 2025 | 2/13/2026 | 78 |
| 9232 | QP WEALTH MANAGEMENT, LLC | $113M | Q4 2025 | 1/7/2026 | 105 |
| 9233 | Empery Asset Management, LP | $113M | Q4 2025 | 2/11/2026 | 31 |
| 9234 | Kane Co Wealth Management, Inc. | $113M | Q4 2025 | 2/5/2026 | 50 |
| 9235 | Tipp Hill Capital Management LLC | $113M | Q2 2014 | 7/23/2014 | 21 |
| 9236 | Gallo Partners, LP | $113M | Q4 2025 | 2/17/2026 | 36 |
| 9237 | Larry Mathis Financial Planning, LLC | $113M | Q4 2025 | 3/11/2026 | 157 |
| 9238 | Hudson Oak Wealth Advisory LLC | $113M | Q4 2025 | 1/23/2026 | 55 |
| 9239 | Carter Financial, LLC | $113M | Q4 2025 | 3/17/2026 | 24 |
| 9240 | Forefront Analytics, LLC | $113M | Q4 2025 | 2/17/2026 | 43 |
| 9241 | Safe Harbor Fiduciary, LLC | $113M | Q4 2025 | 2/17/2026 | 231 |
| 9242 | Severin Investments, LLC | $113M | Q4 2025 | 2/9/2026 | 167 |
| 9243 | BAYBAN | $113M | Q4 2025 | 3/5/2026 | 613 |
| 9244 | Cassilly Financial Group LLC | $113M | Q4 2025 | 1/15/2026 | 62 |
| 9245 | Wealth Advisory Team LLC | $113M | Q4 2025 | 2/5/2026 | 39 |
| 9246 | DARA CAPITAL US, INC. | $113M | Q4 2025 | 1/23/2026 | 119 |
| 9247 | Worthington Financial Partners, LLC | $113M | Q4 2025 | 3/5/2026 | 96 |
| 9248 | NewCorp Financial Services, Inc. | $113M | Q4 2025 | 2/10/2026 | 49 |
| 9249 | NORWEST VENTURE PARTNERS VIII LP | $113M | Q2 2014 | 8/11/2014 | 2 |
| 9250 | Karl Kapital LLC | $113M | Q4 2025 | 2/17/2026 | 18 |
| 9251 | Stirlingshire Investments, Inc. | $113M | Q4 2025 | 2/11/2026 | 186 |
| 9252 | RM Financial Services, LLC | $113M | Q4 2025 | 2/11/2026 | 76 |
| 9253 | Investment Advisory Services Group LLC | $113M | Q4 2025 | 2/4/2026 | 31 |
| 9254 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | $113M | Q4 2025 | 2/17/2026 | 7 |
| 9255 | First Growth Capital LLC | $113M | Q4 2025 | 2/19/2026 | 121 |
| 9256 | Odyssey Capital Advisors, Inc. | $113M | Q4 2025 | 2/5/2026 | 92 |
| 9257 | Vericrest Private Wealth | $113M | Q4 2025 | 3/12/2026 | 47 |
| 9258 | DB Fitzpatrick & Co, Inc | $113M | Q4 2025 | 1/15/2026 | 100 |
| 9259 | Bolthouse Investments, LLC | $112M | Q4 2025 | 1/27/2026 | 71 |
| 9260 | Nitor Capital Management LLC | $112M | Q4 2025 | 2/17/2026 | 24 |
| 9261 | FIGURE 8 INVESTMENT STRATEGIES LLC | $112M | Q4 2025 | 1/21/2026 | 62 |
| 9262 | Stone Wealth Partners | $112M | Q4 2025 | 2/24/2026 | 68 |
| 9263 | WJ Financial Advisors LLC | $112M | Q4 2025 | 2/2/2026 | 115 |
| 9264 | BG Investment Services, LLC | $112M | Q4 2025 | 2/5/2026 | 45 |
| 9265 | Trellus Management Company, LLC | $112M | Q1 2014 | 5/14/2014 | 115 |
| 9266 | Lyons Wealth Management, LLC. | $112M | Q2 2014 | 8/11/2014 | 78 |
| 9267 | Candelo Capital Management LP | $112M | Q4 2025 | 2/17/2026 | 27 |
| 9268 | EFG Asset Management (Americas) Corp. | $112M | Q2 2014 | 7/30/2014 | 123 |
| 9269 | Windsor Advisory Group, LLC | $112M | Q4 2025 | 2/17/2026 | 79 |
| 9270 | Robocap Asset Management Ltd | $112M | Q4 2025 | 2/2/2026 | 25 |
| 9271 | Dougherty & Associates, LLC | $112M | Q4 2025 | 2/5/2026 | 56 |
| 9272 | Tannin Capital LLC | $112M | Q4 2025 | 2/17/2026 | 135 |
| 9273 | Up Capital Management, Inc. | $112M | Q4 2025 | 3/23/2026 | 24 |
| 9274 | Quest 10 Wealth Builders, Inc. | $112M | Q4 2025 | 1/29/2026 | 787 |
| 9275 | ARMOR ADVISORS, L.L.C. | $112M | Q4 2025 | 2/10/2026 | 14 |
| 9276 | McLaughlin Asset Management, Inc. | $112M | Q4 2025 | 2/20/2026 | 91 |
| 9277 | Nan Fung Group Holdings Ltd | $112M | Q4 2025 | 2/13/2026 | 27 |
| 9278 | Dedeker Financial LLC | $112M | Q4 2025 | 3/31/2026 | 55 |
| 9279 | Guardian Capital, LLC | $112M | Q4 2025 | 2/5/2026 | 88 |
| 9280 | Advocate Investing Services LLC | $112M | Q4 2025 | 2/12/2026 | 450 |
| 9281 | Torrey-Payne Wealth Management, LLC | $112M | Q4 2025 | 2/19/2026 | 39 |
| 9282 | Capital Developers, LLC | $112M | Q4 2025 | 1/30/2026 | 50 |
| 9283 | Aldebaran Capital, LLC | $112M | Q4 2025 | 2/12/2026 | 35 |
| 9284 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $111M | Q4 2025 | 2/13/2026 | 36 |
| 9285 | Lime Rock Management LP | $111M | Q1 2014 | 5/15/2014 | 2 |
| 9286 | Roxbury Financial LLC | $111M | Q4 2025 | 1/5/2026 | 371 |
| 9287 | TRIANGLE PEAK PARTNERS, LP | $111M | Q2 2014 | 8/11/2014 | 38 |
| 9288 | Minot DeBlois Advisors LLC | $111M | Q4 2025 | 2/13/2026 | 225 |
| 9289 | Moneda S.A. Administradora General de Fondos | $111M | Q4 2025 | 2/17/2026 | 32 |
| 9290 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $111M | Q4 2025 | 1/23/2026 | 85 |
| 9291 | Drystone LLC | $111M | Q4 2025 | 2/6/2026 | 17 |
| 9292 | LAU ASSOCIATES LLC | $111M | Q2 2014 | 7/7/2014 | 63 |
| 9293 | Investors Portfolio Services LLC | $111M | Q4 2025 | 2/9/2026 | 481 |
| 9294 | Avise Financial Cooperative, Inc. | $111M | Q4 2025 | 2/11/2026 | 94 |
| 9295 | TRUSTCO BANK CORP N Y | $111M | Q4 2025 | 2/13/2026 | 69 |
| 9296 | New Covenant Trust Company, N.A. | $111M | Q4 2025 | 1/13/2026 | 90 |
| 9297 | PROSPERITY BANCSHARES INC | $111M | Q4 2025 | 2/17/2026 | 396 |
| 9298 | Highlander Capital Management, LLC | $111M | Q2 2014 | 8/11/2014 | 824 |
| 9299 | CARL STUART INVESTMENT ADVISOR, INC | $111M | Q4 2025 | 2/13/2026 | 17 |
| 9300 | Ruggiero Investments, Inc. | $111M | Q4 2025 | 2/12/2026 | 79 |
| 9301 | Wasserstein Debt Opportunities Management, L.P. | $111M | Q4 2025 | 2/17/2026 | 1 |
| 9302 | Courant Investment Management LLC | $111M | Q4 2025 | 1/22/2026 | 6 |
| 9303 | Lane Generational LLC | $110M | Q4 2025 | 2/12/2026 | 34 |
| 9304 | COMERICA SECURITIES INC | $110M | Q2 2014 | 8/11/2014 | 122 |
| 9305 | Incision Capital Management LP | $110M | Q4 2025 | 2/17/2026 | 6 |
| 9306 | PRAIRIEVIEW WEALTH PARTNERS, LLC | $110M | Q4 2025 | 2/5/2026 | 30 |
| 9307 | Hardworking Capital Advisors, LLC | $110M | Q4 2025 | 2/12/2026 | 84 |
| 9308 | Ahara Advisors LLC | $110M | Q4 2025 | 4/2/2026 | 50 |
| 9309 | HS Investments IV Ltd | $110M | Q4 2025 | 2/17/2026 | 2 |
| 9310 | Orbis Investment Management (U.S.), L.P. | $110M | Q1 2014 | 5/15/2014 | 32 |
| 9311 | WHEATLAND ADVISORS INC | $110M | Q2 2014 | 8/6/2014 | 84 |
| 9312 | RAMSEY QUANTITATIVE SYSTEMS | $110M | Q4 2025 | 1/13/2026 | 13 |
| 9313 | Graetz Wealth LLC | $110M | Q4 2025 | 2/12/2026 | 77 |
| 9314 | Infinity Wealth Counsel, LLC | $110M | Q4 2025 | 1/15/2026 | 62 |
| 9315 | Titan Investment Management LLC | $110M | Q4 2025 | 2/24/2026 | 39 |
| 9316 | BANTA ASSET MANAGEMENT LP | $110M | Q4 2025 | 2/9/2026 | 17 |
| 9317 | KITCHING PARTNERS, LLC | $110M | Q4 2025 | 2/18/2026 | 42 |
| 9318 | SymBiosis Capital Partners, LLC | $109M | Q4 2025 | 2/12/2026 | 11 |
| 9319 | Horan Capital Advisors, LLC. | $109M | Q2 2014 | 7/16/2014 | 65 |
| 9320 | Canaan Partners VII LLC | $109M | Q4 2013 | 2/14/2014 | 3 |
| 9321 | 21 West Wealth Management LLC | $109M | Q4 2025 | 1/13/2026 | 62 |
| 9322 | Strategic Financial Concepts, LLC | $109M | Q4 2025 | 2/9/2026 | 126 |
| 9323 | SFAM, LLC | $109M | Q4 2025 | 2/12/2026 | 260 |
| 9324 | SHUTTLEWORTH & Co | $109M | Q4 2025 | 2/13/2026 | 59 |
| 9325 | DRH Investments, Inc. | $109M | Q4 2025 | 2/13/2026 | 15 |
| 9326 | Green Alpha Advisors, LLC | $109M | Q4 2025 | 1/7/2026 | 115 |
| 9327 | Madison Scottsdale, LC | $109M | Q4 2013 | 2/12/2014 | 25 |
| 9328 | Miller Global Investments, LLC | $109M | Q1 2026 | 4/6/2026 | 279 |
| 9329 | 10Elms LLP | $109M | Q4 2025 | 2/13/2026 | 468 |
| 9330 | Red Tree Management, LLC | $109M | Q4 2025 | 2/11/2026 | 3 |
| 9331 | Fund Advisors of America Inc/FL | $109M | Q4 2025 | 3/13/2026 | 119 |
| 9332 | Bedminster, LLC | $109M | Q4 2025 | 2/5/2026 | 53 |
| 9333 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $109M | Q4 2025 | 1/21/2026 | 63 |
| 9334 | TradeLink Global Equity LLC | $109M | Q2 2014 | 7/31/2014 | 341 |
| 9335 | Smith Partners Wealth Management, LLC | $109M | Q4 2025 | 2/13/2026 | 78 |
| 9336 | City Center Advisors, LLC | $109M | Q4 2025 | 1/5/2026 | 157 |
| 9337 | SNOWWATER INVESTMENT PARTNERS, LLC | $109M | Q4 2025 | 2/13/2026 | 91 |
| 9338 | MSD Partners, L.P. | $109M | Q4 2025 | 2/17/2026 | 7 |
| 9339 | GRANITE ISLANDS PRIVATE WEALTH, LLC | $109M | Q4 2025 | 2/12/2026 | 81 |
| 9340 | Wolfstich Capital, LLC | $109M | Q4 2025 | 1/14/2026 | 17 |
| 9341 | AUCTUS ADVISORS LLC | $108M | Q4 2025 | 1/14/2026 | 26 |
| 9342 | AWH Capital, L.P. | $108M | Q4 2025 | 2/17/2026 | 20 |
| 9343 | OakTrust Wealth Advisors, LLC | $108M | Q4 2025 | 2/27/2026 | 68 |
| 9344 | LB Partners LLC | $108M | Q4 2025 | 2/17/2026 | 25 |
| 9345 | Searchlight Capital Partners, L.P. | $108M | Q4 2025 | 2/17/2026 | 3 |
| 9346 | Summerhill Capital Management lnc. | $108M | Q4 2025 | 2/3/2026 | 17 |
| 9347 | J. Mark Nickell & Co. | $108M | Q4 2025 | 2/13/2026 | 30 |
| 9348 | Winter & Associates, Inc. | $108M | Q4 2025 | 2/13/2026 | 82 |
| 9349 | SMITH THOMAS W | $108M | Q4 2025 | 2/17/2026 | 6 |
| 9350 | Rubicon Advisors, GP | $108M | Q4 2025 | 3/9/2026 | 83 |
| 9351 | Clarion Wealth Managment Partners, LLC | $108M | Q4 2025 | 2/5/2026 | 81 |
| 9352 | Aldebaran Financial Inc. | $108M | Q4 2025 | 1/23/2026 | 77 |
| 9353 | Covenant Multifamily Offices, LLC | $108M | Q2 2014 | 8/11/2014 | 26 |
| 9354 | Rosenthal {-} Henry Capital Advisors, Inc. | $108M | Q4 2025 | 1/28/2026 | 40 |
| 9355 | Merited Wealth, LLC | $108M | Q4 2025 | 3/26/2026 | 297 |
| 9356 | ALPHA CAPITAL ADVISORS INC /ADV | $108M | Q4 2025 | 2/18/2026 | 33 |
| 9357 | DWR WEALTH MANAGEMENT, LLC | $108M | Q4 2025 | 3/31/2026 | 50 |
| 9358 | Aureum Wealth Management, LLC | $108M | Q4 2025 | 1/28/2026 | 49 |
| 9359 | Cooperatieve Rabobank U.A. | $108M | Q1 2014 | 5/15/2014 | 80 |
| 9360 | Cypress Capital Management LLC (WY) | $108M | Q4 2025 | 2/9/2026 | 207 |
| 9361 | SCHNIEDERS CAPITAL MANAGEMENT LLC | $108M | Q1 2014 | 5/15/2014 | 111 |
| 9362 | Paradigm Capital Management, LLC/NV | $108M | Q4 2025 | 2/6/2026 | 63 |
| 9363 | Urban Wealth Management, LLC | $108M | Q4 2025 | 1/30/2026 | 94 |
| 9364 | LuminArx Capital Management LP | $108M | Q4 2025 | 2/17/2026 | 91 |
| 9365 | Prospect Financial Group LLC | $108M | Q4 2025 | 2/10/2026 | 62 |
| 9366 | Mission Financial Group, LLC | $107M | Q4 2021 | 3/25/2026 | 143 |
| 9367 | Ponta Wealth Partners, LLC | $107M | Q4 2025 | 2/3/2026 | 115 |
| 9368 | Wheels Up Wealth, Inc. | $107M | Q4 2025 | 2/17/2026 | 25 |
| 9369 | ENDEX CAPITAL MANAGEMENT LLC | $107M | Q4 2013 | 2/14/2014 | 322 |
| 9370 | VERUS WEALTH MANAGEMENT, LLC | $107M | Q4 2025 | 1/16/2026 | 50 |
| 9371 | Crossvault Capital Management LLC | $107M | Q2 2014 | 7/15/2014 | 59 |
| 9372 | Western Reserve Capital Management, LLC | $107M | Q4 2025 | 2/10/2026 | 48 |
| 9373 | ELM ADVISORS, LLC | $107M | Q2 2014 | 7/9/2014 | 74 |
| 9374 | SJBENEN ADVISORY, LLC | $107M | Q4 2025 | 1/14/2026 | 30 |
| 9375 | Financially in Tune, LLC | $107M | Q4 2025 | 2/27/2026 | 71 |
| 9376 | Watershed Asset Management, L.L.C. | $107M | Q4 2025 | 2/17/2026 | 118 |
| 9377 | Bluebird Wealth Management LLC | $107M | Q4 2025 | 2/3/2026 | 70 |
| 9378 | Rye Brook Capital LLC | $107M | Q4 2025 | 1/27/2026 | 27 |
| 9379 | Putney Financial Group LLC | $107M | Q4 2025 | 1/23/2026 | 79 |
| 9380 | Page Arthur B | $107M | Q2 2014 | 7/23/2014 | 82 |
| 9381 | Aurelius Capital Management, LP | $107M | Q1 2014 | 5/15/2014 | 4 |
| 9382 | Osbon Capital Management LLC | $107M | Q4 2025 | 3/16/2026 | 353 |
| 9383 | O'Domhnaill Enterprises, Inc. | $107M | Q4 2025 | 2/17/2026 | 59 |
| 9384 | CDM FINANCIAL COUNSELING SERVICES, INC. | $107M | Q4 2025 | 2/5/2026 | 82 |
| 9385 | Cornerstone Advisors, Inc. | $107M | Q2 2014 | 7/29/2014 | 662 |
| 9386 | AIHC Capital Management Ltd | $107M | Q4 2025 | 2/5/2026 | 6 |
| 9387 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $107M | Q4 2025 | 2/19/2026 | 37 |
| 9388 | Arrington Capital Management, LLC | $107M | Q4 2025 | 2/17/2026 | 24 |
| 9389 | Haven Capital Group, Inc. | $107M | Q4 2025 | 1/15/2026 | 34 |
| 9390 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $107M | Q4 2025 | 2/2/2026 | 66 |
| 9391 | Luma Capital S.A. - SPF | $107M | Q4 2025 | 1/23/2026 | 11 |
| 9392 | Kurv Investment Management LLC | $107M | Q4 2025 | 2/17/2026 | 53 |
| 9393 | Finhabits Advisors LLC | $107M | Q4 2025 | 1/29/2026 | 15 |
| 9394 | STF Management LP | $107M | Q4 2025 | 2/5/2026 | 101 |
| 9395 | Q Fund Management (Hong Kong) Ltd | $107M | Q4 2025 | 1/14/2026 | 33 |
| 9396 | High Point Wealth Management, LLC | $107M | Q4 2025 | 1/29/2026 | 247 |
| 9397 | Cornerstone Financial Management LLC | $106M | Q4 2025 | 2/13/2026 | 1,241 |
| 9398 | Lakeshore Capital, LLC | $106M | Q2 2014 | 8/7/2014 | 32 |
| 9399 | Corient IA LLC | $106M | Q4 2025 | 2/13/2026 | 207 |
| 9400 | HBE Wealth Management, LLC | $106M | Q4 2025 | 1/20/2026 | 48 |