Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9201 | Sidoxia Capital Management, LLC | $136M | Q2 2026 | 7/24/2026 | 88 |
| 9202 | Fulcrum Equity Management | $136M | Q2 2026 | 7/9/2026 | 144 |
| 9203 | Transmarket Holdings LP | $136M | Q2 2026 | 7/21/2026 | 33 |
| 9204 | KVP Capital Advisors, LP | $136M | Q2 2026 | 8/13/2026 | 35 |
| 9205 | RAHLFS CAPITAL, LLC | $136M | Q2 2026 | 7/28/2026 | 86 |
| 9206 | WJ Financial Advisors LLC | $136M | Q2 2026 | 8/13/2026 | 137 |
| 9207 | SEMITAM BONAM LLC | $136M | Q2 2026 | 7/24/2026 | 50 |
| 9208 | Jolley Asset Management, LLC | $136M | Q2 2014 | 7/22/2014 | 124 |
| 9209 | Ishara Investments LP | $136M | Q2 2026 | 8/14/2026 | 41 |
| 9210 | Pollock Investment Advisors, LLC | $136M | Q4 2025 | 2/12/2026 | 40 |
| 9211 | RAIFF PARTNERS INC | $136M | Q1 2014 | 5/14/2014 | 30 |
| 9212 | Golden Bell Financial Planning LLC | $136M | Q2 2026 | 7/31/2026 | 41 |
| 9213 | RHODES INVESTMENT ADVISORS INC /ADV | $136M | Q2 2026 | 7/28/2026 | 127 |
| 9214 | RED CRANE WEALTH MANAGEMENT, LLC | $136M | Q2 2026 | 7/28/2026 | 79 |
| 9215 | HANSEATIC MANAGEMENT SERVICES INC | $136M | Q2 2026 | 8/7/2026 | 83 |
| 9216 | Challenger Wealth Management | $136M | Q2 2026 | 7/29/2026 | 65 |
| 9217 | Phillips Wealth Planners LLC | $136M | Q2 2026 | 8/7/2026 | 217 |
| 9218 | CORE WEALTH ADVISORS, LLC | $136M | Q2 2026 | 8/4/2026 | 35 |
| 9219 | Amber Capital Management LP | $136M | Q1 2014 | 5/15/2014 | 5 |
| 9220 | Donalies Financial Planning, LLC | $136M | Q2 2026 | 8/6/2026 | 78 |
| 9221 | Telligent Fund, LP | $136M | Q2 2026 | 8/10/2026 | 23 |
| 9222 | Valor Advisors LLC | $136M | Q2 2026 | 8/14/2026 | 32 |
| 9223 | MRP Capital Investments, LLC | $136M | Q2 2026 | 8/10/2026 | 224 |
| 9224 | Ulland Investment Advisors, LLC | $136M | Q2 2026 | 7/16/2026 | 227 |
| 9225 | Targeted Financial Services LLC | $136M | Q2 2026 | 7/16/2026 | 63 |
| 9226 | Tsai Capital Corp | $135M | Q2 2026 | 8/13/2026 | 17 |
| 9227 | 180 GPS Investments IC Ltd | $135M | Q2 2026 | 8/6/2026 | 23 |
| 9228 | INTREPID FAMILY OFFICE LLC | $135M | Q2 2026 | 8/14/2026 | 36 |
| 9229 | RD Lewis Holdings, Inc. | $135M | Q2 2026 | 8/12/2026 | 88 |
| 9230 | GRANITE ISLANDS PRIVATE WEALTH, LLC | $135M | Q2 2026 | 7/21/2026 | 78 |
| 9231 | Lakeshore Capital Group, Inc. | $135M | Q2 2026 | 7/31/2026 | 74 |
| 9232 | Barnett & Company, Inc. | $135M | Q2 2026 | 8/12/2026 | 86 |
| 9233 | ISZO CAPITAL LP | $135M | Q4 2013 | 2/14/2014 | 10 |
| 9234 | Titan Investment Management LLC | $135M | Q2 2026 | 8/3/2026 | 38 |
| 9235 | BFI Wealth Solutions, LLC | $135M | Q2 2026 | 8/7/2026 | 82 |
| 9236 | Key Colony Management, LLC | $135M | Q1 2014 | 5/15/2014 | 18 |
| 9237 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $135M | Q2 2026 | 7/30/2026 | 19 |
| 9238 | PARAGON CAPITAL MANAGEMENT INC | $135M | Q2 2026 | 7/22/2026 | 80 |
| 9239 | Private Ocean, LLC | $135M | Q2 2014 | 7/30/2014 | 218 |
| 9240 | Western Reserve Capital Management, LLC | $135M | Q2 2026 | 7/21/2026 | 53 |
| 9241 | PIPER SANDLER & CO. | $135M | Q2 2026 | 7/28/2026 | 19 |
| 9242 | Trutina Financial LLC | $135M | Q1 2014 | 5/5/2014 | 343 |
| 9243 | Stirlingshire Investments, Inc. | $135M | Q2 2026 | 7/31/2026 | 221 |
| 9244 | POINCIANA ADVISORS GROUP, LLC | $135M | Q2 2026 | 7/28/2026 | 113 |
| 9245 | Andrew Hill Investment Advisors, Inc. | $135M | Q2 2026 | 7/15/2026 | 57 |
| 9246 | Oath Planning, LLC | $135M | Q2 2026 | 7/24/2026 | 71 |
| 9247 | PacWest Financial Management Inc | $135M | Q2 2014 | 7/24/2014 | 88 |
| 9248 | RM Financial Services, LLC | $135M | Q2 2026 | 8/4/2026 | 79 |
| 9249 | VanWeelden Wealth Management, LLC | $135M | Q2 2026 | 8/12/2026 | 19 |
| 9250 | BLVD Private Wealth, LLC | $135M | Q2 2026 | 7/23/2026 | 71 |
| 9251 | Summitas Investment Management LLC | $135M | Q2 2026 | 8/14/2026 | 10 |
| 9252 | Life Planning Partners, Inc | $135M | Q2 2026 | 7/21/2026 | 71 |
| 9253 | OBSIDIAN CIO, LLC | $135M | Q2 2026 | 8/3/2026 | 221 |
| 9254 | Cook & Bynum Capital Management, LLC | $135M | Q2 2026 | 8/14/2026 | 6 |
| 9255 | TENET WEALTH PARTNERS, LLC | $134M | Q2 2026 | 8/7/2026 | 101 |
| 9256 | Athena Wealth Management, LLC | $134M | Q2 2026 | 7/21/2026 | 104 |
| 9257 | Talisman Wealth Advisors LLC | $134M | Q2 2026 | 8/14/2026 | 110 |
| 9258 | Valtrion Capital Management, LLC | $134M | Q2 2026 | 8/14/2026 | 103 |
| 9259 | Hingham Institution for Savings | $134M | Q2 2026 | 7/20/2026 | 15 |
| 9260 | Boreal Capital Management LLC | $134M | Q2 2026 | 8/13/2026 | 507 |
| 9261 | KRAEMATON INVESTMENT ADVISORS, INC | $134M | Q2 2026 | 7/24/2026 | 103 |
| 9262 | Vista Cima Wealth Management LLC | $134M | Q2 2026 | 8/7/2026 | 49 |
| 9263 | LWM ADVISORS INC | $134M | Q2 2026 | 7/9/2026 | 37 |
| 9264 | Kistler-Tiffany Companies, LLC | $134M | Q1 2014 | 5/13/2014 | 579 |
| 9265 | Arnold Financial Planning LLC | $134M | Q2 2026 | 7/13/2026 | 41 |
| 9266 | WAYSTONE ADVISORS LLC | $134M | Q2 2026 | 7/16/2026 | 110 |
| 9267 | Asempa Wealth Advisors | $134M | Q2 2026 | 7/13/2026 | 119 |
| 9268 | Freestate Advisors LLC | $134M | Q2 2026 | 7/9/2026 | 42 |
| 9269 | PRAIRIEVIEW WEALTH PARTNERS, LLC | $134M | Q2 2026 | 8/5/2026 | 29 |
| 9270 | INTEGRATED WEALTHCARE, LLC | $134M | Q2 2026 | 7/24/2026 | 29 |
| 9271 | Lexington Partners L.P. | $134M | Q2 2026 | 8/7/2026 | 2 |
| 9272 | RoundAngle Advisors LLC | $134M | Q1 2026 | 4/8/2026 | 60 |
| 9273 | Elevation Wealth Management LLC | $134M | Q2 2026 | 7/29/2026 | 146 |
| 9274 | Paller Financial Services Inc | $134M | Q2 2026 | 7/7/2026 | 44 |
| 9275 | BluePrint Investing LLC | $134M | Q2 2026 | 7/17/2026 | 26 |
| 9276 | McAlvany Wealth Management LLC | $134M | Q2 2026 | 7/23/2026 | 48 |
| 9277 | Eagle Bay Advisors LLC | $134M | Q2 2026 | 8/3/2026 | 141 |
| 9278 | DWR WEALTH MANAGEMENT, LLC | $134M | Q2 2026 | 7/7/2026 | 56 |
| 9279 | Cannae Holdings, Inc. | $134M | Q2 2026 | 7/13/2026 | 2 |
| 9280 | NIGHTVIEW CAPITAL, LLC | $134M | Q2 2026 | 7/23/2026 | 14 |
| 9281 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $133M | Q2 2026 | 7/30/2026 | 65 |
| 9282 | Meditor Group Ltd | $133M | Q2 2014 | 7/8/2014 | 3 |
| 9283 | Carter Financial, LLC | $133M | Q2 2026 | 8/13/2026 | 33 |
| 9284 | Capstone Wealth Management, Inc. | $133M | Q2 2026 | 8/13/2026 | 48 |
| 9285 | Harbor Asset Planning, Inc. | $133M | Q2 2026 | 7/22/2026 | 416 |
| 9286 | Aldebaran Capital, LLC | $133M | Q2 2026 | 8/14/2026 | 39 |
| 9287 | Winter & Associates, Inc. | $133M | Q2 2026 | 7/9/2026 | 85 |
| 9288 | Alpha Advisors, LLC/VA | $133M | Q2 2026 | 8/12/2026 | 51 |
| 9289 | PERKINS CAPITAL MANAGEMENT INC | $133M | Q2 2026 | 7/24/2026 | 79 |
| 9290 | BAIN CAPITAL VENTURE INVESTORS, LLC | $133M | Q2 2026 | 8/14/2026 | 3 |
| 9291 | Sherman Wealth Management LLC | $133M | Q2 2026 | 7/9/2026 | 84 |
| 9292 | R.H. Investment Group, LLC | $133M | Q2 2026 | 8/6/2026 | 47 |
| 9293 | Severin Investments, LLC | $133M | Q2 2026 | 8/14/2026 | 174 |
| 9294 | Frisco Financial Planning LLC | $133M | Q2 2026 | 7/2/2026 | 29 |
| 9295 | CENTRICA WEALTH MANAGEMENT, LLC | $133M | Q2 2026 | 8/13/2026 | 7 |
| 9296 | New Covenant Trust Company, N.A. | $133M | Q2 2026 | 7/13/2026 | 107 |
| 9297 | FIRST CITIZENS BANCORPORATION INC | $133M | Q2 2014 | 7/16/2014 | 104 |
| 9298 | H&F Corporate Investors VIII, Ltd. | $133M | Q2 2026 | 8/12/2026 | 1 |
| 9299 | Daventry Group, LP | $133M | Q2 2026 | 8/14/2026 | 11 |
| 9300 | Veradace Capital Management LLC | $132M | Q2 2026 | 8/14/2026 | 26 |
| 9301 | Dynamic Financial Group | $132M | Q2 2026 | 7/27/2026 | 76 |
| 9302 | New Dimensions Wealth Management, LLC | $132M | Q2 2026 | 8/12/2026 | 21 |
| 9303 | North Capital, Inc. | $132M | Q2 2026 | 7/14/2026 | 102 |
| 9304 | Kampmann Melissa S. | $132M | Q2 2026 | 7/29/2026 | 44 |
| 9305 | Royal Capital Management, LLC | $132M | Q1 2014 | 5/15/2014 | 19 |
| 9306 | Cedarwood Wealth LLC | $132M | Q2 2026 | 7/23/2026 | 96 |
| 9307 | Longer Investments Inc. | $132M | Q2 2014 | 7/29/2014 | 44 |
| 9308 | Hudson Portfolio Management LLC | $132M | Q2 2026 | 8/12/2026 | 117 |
| 9309 | Fox Point Capital Management LLC | $132M | Q1 2014 | 5/14/2014 | 23 |
| 9310 | LUTS & GREENLEIGH GROUP, INC. | $132M | Q2 2026 | 8/7/2026 | 105 |
| 9311 | Financial Planning Fort Collins, LLC | $132M | Q2 2026 | 7/10/2026 | 33 |
| 9312 | Vilga Financial Planning LLC | $132M | Q2 2026 | 7/9/2026 | 93 |
| 9313 | Goldstream Capital Management Ltd | $132M | Q2 2026 | 8/14/2026 | 45 |
| 9314 | First Growth Capital LLC | $132M | Q2 2026 | 7/16/2026 | 138 |
| 9315 | McCartney Wealth Management LLC | $132M | Q2 2026 | 8/3/2026 | 65 |
| 9316 | Quantedge Capital Pte Ltd | $132M | Q2 2026 | 8/6/2026 | 49 |
| 9317 | Finward Bancorp | $132M | Q2 2026 | 7/16/2026 | 107 |
| 9318 | Tortuga Wealth Management, Inc | $132M | Q2 2026 | 7/30/2026 | 135 |
| 9319 | Kane Co Wealth Management, Inc. | $132M | Q2 2026 | 7/28/2026 | 53 |
| 9320 | Kelsey Financial, LLC | $132M | Q2 2026 | 8/10/2026 | 65 |
| 9321 | Sivik Global Healthcare LLC | $132M | Q2 2026 | 7/20/2026 | 34 |
| 9322 | Nest Investments, LLC | $132M | Q2 2026 | 8/14/2026 | 34 |
| 9323 | BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | $132M | Q2 2026 | 7/1/2026 | 1 |
| 9324 | Nan Fung Group Holdings Ltd | $131M | Q2 2026 | 8/13/2026 | 25 |
| 9325 | Waycross Investment Management Co | $131M | Q2 2026 | 7/14/2026 | 59 |
| 9326 | US Asset Management LLC | $131M | Q2 2026 | 8/12/2026 | 112 |
| 9327 | Emissary Wealth LLC | $131M | Q2 2026 | 7/28/2026 | 63 |
| 9328 | Hampshire Trust LLC | $131M | Q2 2014 | 8/11/2014 | 2 |
| 9329 | Larry Mathis Financial Planning, LLC | $131M | Q2 2026 | 7/24/2026 | 150 |
| 9330 | MORGENS WATERFALL VINTIADIS & CO INC | $131M | Q2 2026 | 8/14/2026 | 18 |
| 9331 | John S. & James L. Knight Foundation, Inc. | $131M | Q4 2025 | 1/23/2026 | 3 |
| 9332 | Eagle Wealth Advisors LLC | $131M | Q2 2026 | 7/13/2026 | 100 |
| 9333 | YORKVILLE CAPITAL MANAGEMENT, LLC | $131M | Q1 2014 | 5/15/2014 | 52 |
| 9334 | Investors Portfolio Services LLC | $131M | Q2 2026 | 8/14/2026 | 674 |
| 9335 | James Reed Financial Services, Inc. | $131M | Q2 2026 | 7/16/2026 | 19 |
| 9336 | Ramiah Investment Group | $131M | Q2 2026 | 7/16/2026 | 79 |
| 9337 | Western Asset Management Company, LLC | $131M | Q1 2014 | 5/15/2014 | 23 |
| 9338 | Anabranch Capital Management, LP | $131M | Q2 2026 | 8/14/2026 | 5 |
| 9339 | CHESAPEAKE ASSET MANAGEMENT LLC | $131M | Q2 2026 | 8/4/2026 | 376 |
| 9340 | FULCRUM WEALTH ADVISORS, LLC | $131M | Q2 2026 | 7/21/2026 | 81 |
| 9341 | METROPOLITAN CAPITAL ADVISORS INC | $131M | Q2 2014 | 8/8/2014 | 41 |
| 9342 | Provident Co of the Employees of the Hebrew University LTD | $131M | Q2 2026 | 7/27/2026 | 35 |
| 9343 | ASIA PACIFIC ASSOCIATES III LTD | $131M | Q1 2014 | 5/13/2014 | 1 |
| 9344 | Godfrey Financial Associates, Inc. | $131M | Q2 2026 | 8/11/2026 | 1,090 |
| 9345 | NewCorp Financial Services, Inc. | $131M | Q2 2026 | 8/3/2026 | 54 |
| 9346 | Ativo Capital Management LLC | $131M | Q2 2026 | 8/10/2026 | 56 |
| 9347 | WULFF, HANSEN & CO. | $130M | Q2 2026 | 8/5/2026 | 109 |
| 9348 | Haven Global Partners, LLC | $130M | Q2 2026 | 8/10/2026 | 8 |
| 9349 | Seal Cove Capital, LLC | $130M | Q2 2026 | 8/13/2026 | 10 |
| 9350 | Cordasco Financial Network | $130M | Q2 2014 | 8/11/2014 | 303 |
| 9351 | ROBSHAW & JULIAN ASSOCIATES INC | $130M | Q2 2014 | 8/1/2014 | 39 |
| 9352 | Corbenic Partners LLC | $130M | Q2 2014 | 8/11/2014 | 114 |
| 9353 | BAYBAN | $130M | Q2 2026 | 7/30/2026 | 595 |
| 9354 | 4WEALTH ADVISORS, INC. | $130M | Q2 2026 | 7/17/2026 | 151 |
| 9355 | BankChampaign, National Association | $130M | Q2 2026 | 7/23/2026 | 200 |
| 9356 | McLaughlin Asset Management, Inc. | $130M | Q2 2026 | 8/13/2026 | 92 |
| 9357 | R.H. Dinel Investment Counsel, Inc. | $130M | Q2 2026 | 7/13/2026 | 40 |
| 9358 | WHIPPOORWILL ASSOCIATES, INC. | $130M | Q1 2014 | 5/14/2014 | 7 |
| 9359 | Lynch Investment Planning, LLC | $130M | Q2 2026 | 7/17/2026 | 56 |
| 9360 | APS Management Group, Inc. | $130M | Q2 2026 | 7/10/2026 | 77 |
| 9361 | AZENTUS CAPITAL MANAGEMENT Ltd | $130M | Q1 2014 | 5/15/2014 | 8 |
| 9362 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | $130M | Q2 2026 | 8/14/2026 | 135 |
| 9363 | Troutman Wealth Management, LLC | $130M | Q2 2026 | 8/13/2026 | 38 |
| 9364 | DIKER MANAGEMENT LLC | $130M | Q2 2026 | 8/14/2026 | 46 |
| 9365 | Forest Hill Capital, LLC | $130M | Q2 2026 | 8/14/2026 | 21 |
| 9366 | CPR Investments Inc. | $130M | Q2 2026 | 7/14/2026 | 55 |
| 9367 | ARGUS INVESTORS' COUNSEL, INC. | $130M | Q2 2026 | 7/31/2026 | 106 |
| 9368 | Avail Investment Partners, LLC | $130M | Q2 2026 | 7/31/2026 | 199 |
| 9369 | MAIMON WEALTH MANAGEMENT LTD. | $130M | Q2 2026 | 7/24/2026 | 80 |
| 9370 | Advocate Investing Services LLC | $130M | Q2 2026 | 7/28/2026 | 460 |
| 9371 | Tandem Investment Partners LLC | $130M | Q2 2026 | 7/27/2026 | 76 |
| 9372 | Hudson Oak Wealth Advisory LLC | $130M | Q2 2026 | 7/21/2026 | 52 |
| 9373 | EPACRIA CAPITAL PARTNERS, LLC | $130M | Q2 2026 | 8/13/2026 | 24 |
| 9374 | GLOBAL STRATEGIC MANAGEMENT INC | $130M | Q2 2026 | 8/14/2026 | 26 |
| 9375 | Wolfstich Capital, LLC | $130M | Q2 2026 | 7/24/2026 | 19 |
| 9376 | Capital Today Evergreen Fund, L.P. | $129M | Q2 2026 | 8/7/2026 | 3 |
| 9377 | Whitebark Investors LP | $129M | Q2 2026 | 8/14/2026 | 10 |
| 9378 | Foothills Asset Management, Ltd. | $129M | Q2 2014 | 7/16/2014 | 54 |
| 9379 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $129M | Q2 2026 | 8/7/2026 | 62 |
| 9380 | Schaeffer Financial LLC | $129M | Q2 2026 | 8/3/2026 | 27 |
| 9381 | Davis Wealth Advisors, LLC | $129M | Q2 2026 | 8/14/2026 | 73 |
| 9382 | Up Capital Management, Inc. | $129M | Q2 2026 | 8/5/2026 | 20 |
| 9383 | Santa Clara Valley Transportation Authority | $129M | Q2 2026 | 8/12/2026 | 4 |
| 9384 | Sierra Legacy Group | $129M | Q2 2026 | 7/17/2026 | 79 |
| 9385 | S Harris Financial Group, LLC | $129M | Q2 2026 | 7/24/2026 | 124 |
| 9386 | CenturyLink Investment Management Co | $129M | Q2 2026 | 7/6/2026 | 3 |
| 9387 | Hunting Hill Global Capital, LLC | $129M | Q1 2026 | 5/15/2026 | 89 |
| 9388 | GUARDIAN INVESTOR SERVICES LLC | $129M | Q1 2014 | 5/14/2014 | 501 |
| 9389 | Eclectica Asset Management LLP | $129M | Q1 2014 | 5/13/2014 | 57 |
| 9390 | Sherman Asset Management, Inc. | $129M | Q2 2026 | 8/5/2026 | 136 |
| 9391 | CrossGen Wealth, LLC | $129M | Q2 2026 | 7/24/2026 | 214 |
| 9392 | Koenig Investment Advisory, LLC | $129M | Q2 2026 | 7/16/2026 | 37 |
| 9393 | Forester Capital Management, LTD | $129M | Q1 2014 | 5/14/2014 | 54 |
| 9394 | Quest 10 Wealth Builders, Inc. | $129M | Q2 2026 | 7/24/2026 | 776 |
| 9395 | Linden Rose Investment LLC | $129M | Q2 2026 | 8/5/2026 | 8 |
| 9396 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $129M | Q2 2026 | 8/7/2026 | 41 |
| 9397 | JMN Financial LLC | $129M | Q2 2026 | 8/10/2026 | 229 |
| 9398 | William Howard & Co Financial Advisors Inc | $129M | Q2 2026 | 7/9/2026 | 54 |
| 9399 | Ridge Creek Global, Inc | $129M | Q2 2026 | 8/11/2026 | 94 |
| 9400 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $128M | Q2 2026 | 7/9/2026 | 60 |