Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9201 | Orca Investment Management, LLC | $118M | Q1 2026 | 4/23/2026 | 57 |
| 9202 | SOUND ENERGY PARTNERS, INC. | $118M | Q1 2014 | 5/14/2014 | 37 |
| 9203 | North Horizon Holdings Inc. | $118M | Q1 2026 | 5/8/2026 | 1 |
| 9204 | New Dimensions Wealth Management, LLC | $118M | Q1 2026 | 5/14/2026 | 20 |
| 9205 | GPS Wealth Strategies Group, LLC | $117M | Q4 2025 | 2/6/2026 | 582 |
| 9206 | Corecam AG | $117M | Q1 2026 | 4/21/2026 | 59 |
| 9207 | Stegent Equity Advisors, Inc. | $117M | Q1 2026 | 4/24/2026 | 101 |
| 9208 | TBP Investments Management, LLC | $117M | Q1 2014 | 5/15/2014 | 32 |
| 9209 | Trafelet Capital Management, L.P. | $117M | Q1 2014 | 5/15/2014 | 15 |
| 9210 | Donalies Financial Planning, LLC | $117M | Q1 2026 | 5/5/2026 | 74 |
| 9211 | Alessandra Capital Management, LLC | $117M | Q1 2026 | 4/30/2026 | 112 |
| 9212 | Paradigm Financial Advisors, LLC | $117M | Q2 2014 | 7/28/2014 | 80 |
| 9213 | Risk Paradigm Group, LLC | $117M | Q1 2026 | 5/14/2026 | 59 |
| 9214 | Virtus Family Office LLC | $117M | Q1 2026 | 5/6/2026 | 73 |
| 9215 | RHL GROUP, LLC | $117M | Q1 2026 | 5/13/2026 | 242 |
| 9216 | Flagship Ventures 2007 General Partner LLC | $117M | Q2 2014 | 8/8/2014 | 4 |
| 9217 | 4WEALTH ADVISORS, INC. | $117M | Q1 2026 | 4/27/2026 | 142 |
| 9218 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $117M | Q1 2026 | 5/15/2026 | 13 |
| 9219 | Liberty Atlantic Advisors LLC | $117M | Q1 2026 | 4/27/2026 | 73 |
| 9220 | Fairman Group, LLC | $117M | Q1 2026 | 4/23/2026 | 326 |
| 9221 | Andar Capital Management HK Ltd | $117M | Q1 2026 | 5/8/2026 | 13 |
| 9222 | Barden Capital Management, Inc. | $117M | Q1 2026 | 4/7/2026 | 58 |
| 9223 | Leo H. Evart, Inc. | $117M | Q1 2026 | 5/13/2026 | 298 |
| 9224 | Orvieto Partners, L.P. | $117M | Q1 2026 | 5/14/2026 | 44 |
| 9225 | APS Management Group, Inc. | $117M | Q1 2026 | 4/15/2026 | 72 |
| 9226 | Fremen Capital Management LP | $117M | Q1 2026 | 5/15/2026 | 17 |
| 9227 | DB Fitzpatrick & Co, Inc | $117M | Q1 2026 | 4/27/2026 | 106 |
| 9228 | Ulland Investment Advisors, LLC | $117M | Q1 2026 | 4/27/2026 | 213 |
| 9229 | Ethos Capital Management, Inc. | $117M | Q1 2026 | 4/7/2026 | 56 |
| 9230 | Smith Asset Management Co., LLC | $117M | Q1 2026 | 5/14/2026 | 71 |
| 9231 | Godfrey Financial Associates, Inc. | $117M | Q1 2026 | 5/11/2026 | 1,110 |
| 9232 | Signature Financial Management, Inc. | $117M | Q1 2014 | 5/15/2014 | 72 |
| 9233 | Severin Investments, LLC | $116M | Q1 2026 | 4/24/2026 | 171 |
| 9234 | Runnymede Capital Advisors, Inc. | $116M | Q1 2026 | 4/13/2026 | 75 |
| 9235 | Journey Beyond Wealth, LLC | $116M | Q1 2026 | 4/28/2026 | 29 |
| 9236 | McKinney Capital Management, LLC | $116M | Q1 2026 | 5/14/2026 | 46 |
| 9237 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $116M | Q1 2026 | 4/28/2026 | 52 |
| 9238 | Fundamenta Capital S.A. | $116M | Q1 2026 | 5/4/2026 | 11 |
| 9239 | Sherman Wealth Management LLC | $116M | Q1 2026 | 4/13/2026 | 80 |
| 9240 | Worthington Financial Partners, LLC | $116M | Q1 2026 | 4/21/2026 | 105 |
| 9241 | Pursuit Wealth Management LLC | $116M | Q4 2025 | 1/26/2026 | 118 |
| 9242 | Financially in Tune, LLC | $116M | Q1 2026 | 4/22/2026 | 77 |
| 9243 | Cortex Capital Management LLC | $116M | Q1 2014 | 5/14/2014 | 32 |
| 9244 | Chung Wu Investment Group, LLC | $116M | Q1 2026 | 5/12/2026 | 259 |
| 9245 | RHODES INVESTMENT ADVISORS INC /ADV | $116M | Q1 2026 | 5/14/2026 | 116 |
| 9246 | Alexander Randolph Advisory, Inc. | $116M | Q1 2026 | 5/6/2026 | 54 |
| 9247 | RM Financial Services, LLC | $116M | Q1 2026 | 5/14/2026 | 75 |
| 9248 | Amica Retiree Medical Trust | $116M | Q1 2014 | 5/13/2014 | 379 |
| 9249 | Sidoxia Capital Management, LLC | $116M | Q1 2026 | 5/11/2026 | 83 |
| 9250 | SEVEN EIGHT CAPITAL, LP | $116M | Q1 2014 | 5/15/2014 | 262 |
| 9251 | Hershey Financial Advisers, LLC | $116M | Q1 2026 | 5/6/2026 | 80 |
| 9252 | William Howard & Co Financial Advisors Inc | $116M | Q1 2026 | 4/30/2026 | 54 |
| 9253 | Wilmar Advisors LLC | $116M | Q1 2026 | 5/14/2026 | 27 |
| 9254 | Silchester International Investors LLP | $116M | Q1 2026 | 4/14/2026 | 4 |
| 9255 | ZEKE CAPITAL ADVISORS, LLC | $116M | Q1 2014 | 5/21/2014 | 63 |
| 9256 | James Reed Financial Services, Inc. | $116M | Q1 2026 | 4/20/2026 | 17 |
| 9257 | TSG Consumer Partners LP | $115M | Q1 2026 | 5/8/2026 | 1 |
| 9258 | Arthedge Capital Management, LLC | $115M | Q1 2026 | 5/15/2026 | 11 |
| 9259 | RD Lewis Holdings, Inc. | $115M | Q1 2026 | 4/14/2026 | 86 |
| 9260 | Li Winifred I | $115M | Q1 2014 | 6/18/2014 | 401 |
| 9261 | Centerline Investment Partners, LP | $115M | Q2 2014 | 7/14/2014 | 24 |
| 9262 | Quattro Advisors LLC | $115M | Q1 2026 | 5/14/2026 | 51 |
| 9263 | Capital Returns Management, LLC | $115M | Q1 2014 | 5/15/2014 | 20 |
| 9264 | Point View Wealth Management, Inc. | $115M | Q2 2014 | 7/24/2014 | 181 |
| 9265 | NewCorp Financial Services, Inc. | $115M | Q1 2026 | 4/23/2026 | 50 |
| 9266 | iAB Financial Bank | $115M | Q2 2014 | 7/9/2014 | 89 |
| 9267 | LWM ADVISORS INC | $115M | Q1 2026 | 4/10/2026 | 31 |
| 9268 | RAFFLES ASSOCIATES LP | $115M | Q1 2026 | 5/15/2026 | 49 |
| 9269 | Corps Capital Advisors, LLC | $115M | Q1 2026 | 5/14/2026 | 96 |
| 9270 | Cassilly Financial Group LLC | $115M | Q1 2026 | 4/10/2026 | 64 |
| 9271 | AMERICAN ASSET MANAGEMENT INC. | $115M | Q1 2026 | 5/7/2026 | 31 |
| 9272 | Perissos Private Wealth Management, LLC | $115M | Q1 2026 | 5/7/2026 | 71 |
| 9273 | SPWM Advisors LLC | $115M | Q1 2026 | 5/14/2026 | 93 |
| 9274 | Hudson Oak Wealth Advisory LLC | $115M | Q1 2026 | 4/21/2026 | 52 |
| 9275 | BLVD Private Wealth, LLC | $115M | Q1 2026 | 4/23/2026 | 64 |
| 9276 | BAYBAN | $115M | Q1 2026 | 4/24/2026 | 671 |
| 9277 | Carter Financial, LLC | $115M | Q1 2026 | 5/13/2026 | 28 |
| 9278 | Potomac Capital Management, Inc. | $115M | Q1 2026 | 5/14/2026 | 67 |
| 9279 | DWR WEALTH MANAGEMENT, LLC | $115M | Q1 2026 | 4/7/2026 | 51 |
| 9280 | GK Wealth Management LLC | $115M | Q1 2026 | 4/7/2026 | 51 |
| 9281 | Ativo Capital Management LLC | $115M | Q1 2026 | 5/1/2026 | 55 |
| 9282 | EnTrustPermal Management LLC | $115M | Q1 2014 | 5/15/2014 | 29 |
| 9283 | Investment Advisory Services Group LLC | $115M | Q1 2026 | 4/28/2026 | 29 |
| 9284 | WealthPoint Financial, LLC | $115M | Q1 2026 | 4/23/2026 | 117 |
| 9285 | Powerhouse Assets LLC | $115M | Q1 2026 | 4/28/2026 | 55 |
| 9286 | Anabranch Capital Management, LP | $115M | Q1 2026 | 5/15/2026 | 5 |
| 9287 | Palatine Hill Wealth Management, LLC | $115M | Q1 2026 | 5/8/2026 | 48 |
| 9288 | Rubicon Advisors, GP | $115M | Q1 2026 | 5/14/2026 | 76 |
| 9289 | Asempa Wealth Advisors | $115M | Q1 2026 | 4/8/2026 | 115 |
| 9290 | MRP Capital Investments, LLC | $115M | Q1 2026 | 5/14/2026 | 210 |
| 9291 | Dedeker Financial LLC | $115M | Q1 2026 | 4/15/2026 | 50 |
| 9292 | HBE Wealth Management, LLC | $115M | Q1 2026 | 4/28/2026 | 53 |
| 9293 | Bey-Douglas LLC | $115M | Q1 2026 | 5/12/2026 | 56 |
| 9294 | CFS, LLC | $115M | Q1 2014 | 5/7/2014 | 123 |
| 9295 | Summerhill Capital Management lnc. | $115M | Q1 2026 | 4/22/2026 | 35 |
| 9296 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $115M | Q1 2026 | 5/1/2026 | 98 |
| 9297 | Antonetti Capital Management LLC | $115M | Q1 2014 | 5/14/2014 | 253 |
| 9298 | Mercato Partners Growth III GP, LLC | $114M | Q4 2025 | 2/17/2026 | 1 |
| 9299 | Kelsey Financial, LLC | $114M | Q1 2026 | 5/6/2026 | 63 |
| 9300 | Kailix Advisors LLC | $114M | Q1 2026 | 4/30/2026 | 10 |
| 9301 | Euclidean Technologies Management, LLC | $114M | Q1 2014 | 5/14/2014 | 38 |
| 9302 | Wolfstich Capital, LLC | $114M | Q1 2026 | 4/21/2026 | 45 |
| 9303 | Winter & Associates, Inc. | $114M | Q1 2026 | 4/8/2026 | 84 |
| 9304 | SOPHROSYNE CAPITAL LLC | $114M | Q1 2014 | 5/14/2014 | 78 |
| 9305 | MACNEALY HOOVER INVESTMENT MANAGEMENT INC | $114M | Q2 2014 | 7/23/2014 | 83 |
| 9306 | Seal Cove Capital, LLC | $114M | Q1 2026 | 5/15/2026 | 19 |
| 9307 | Quest 10 Wealth Builders, Inc. | $114M | Q1 2026 | 5/6/2026 | 763 |
| 9308 | Stirlingshire Investments, Inc. | $114M | Q1 2026 | 5/4/2026 | 196 |
| 9309 | Lord & Richards Wealth Management, LLC | $114M | Q1 2026 | 4/20/2026 | 50 |
| 9310 | MAIMON WEALTH MANAGEMENT LTD. | $114M | Q1 2026 | 5/7/2026 | 77 |
| 9311 | Nitorum Capital, L.P. | $114M | Q1 2026 | 5/15/2026 | 20 |
| 9312 | Weyland Capital Management, LLC | $114M | Q2 2014 | 8/4/2014 | 13 |
| 9313 | CDKV HOLDINGS LLC | $114M | Q1 2026 | 5/1/2026 | 275 |
| 9314 | Barrier Capital Management, LLC | $114M | Q1 2026 | 5/15/2026 | 16 |
| 9315 | CrossGen Wealth, LLC | $114M | Q1 2026 | 4/22/2026 | 200 |
| 9316 | NESTEGG ADVISORS, INC. | $114M | Q1 2026 | 4/8/2026 | 51 |
| 9317 | Pension Partners, LLC | $114M | Q2 2014 | 8/1/2014 | 10 |
| 9318 | Bristlecone Value Partners, LLC | $114M | Q1 2026 | 5/8/2026 | 68 |
| 9319 | Bosman Wealth Management, LLC | $114M | Q1 2026 | 5/1/2026 | 52 |
| 9320 | GRACE BROTHERS MANAGEMENT LLC | $114M | Q2 2014 | 8/11/2014 | 46 |
| 9321 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $114M | Q1 2026 | 5/15/2026 | 133 |
| 9322 | Milestones Private Investment Advisors LLC | $114M | Q1 2026 | 5/4/2026 | 78 |
| 9323 | Q Global Advisors, LLC | $113M | Q1 2026 | 5/15/2026 | 49 |
| 9324 | Tipp Hill Capital Management LLC | $113M | Q2 2014 | 7/23/2014 | 21 |
| 9325 | Eagle Bay Advisors LLC | $113M | Q1 2026 | 4/24/2026 | 127 |
| 9326 | Titan Investment Management LLC | $113M | Q1 2026 | 4/28/2026 | 37 |
| 9327 | IDG China Capital Fund GP III Associates Ltd. | $113M | Q1 2026 | 5/1/2026 | 2 |
| 9328 | Hingham Institution for Savings | $113M | Q1 2026 | 4/14/2026 | 15 |
| 9329 | Wealth Advisory Team LLC | $113M | Q4 2025 | 2/5/2026 | 39 |
| 9330 | Sherwood Financial Partners, LLC | $113M | Q1 2026 | 5/11/2026 | 8 |
| 9331 | Andina Capital Management, LLC | $113M | Q1 2026 | 4/17/2026 | 119 |
| 9332 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $113M | Q1 2026 | 5/15/2026 | 82 |
| 9333 | MeadowBrook Investment Advisors LLC | $113M | Q1 2026 | 4/22/2026 | 186 |
| 9334 | MSRH, LLC | $113M | Q1 2026 | 5/11/2026 | 29 |
| 9335 | NORWEST VENTURE PARTNERS VIII LP | $113M | Q2 2014 | 8/11/2014 | 2 |
| 9336 | Cooke Wealth Management, LLC | $113M | Q1 2026 | 4/10/2026 | 37 |
| 9337 | MATTERS CAPITAL LLC | $113M | Q1 2026 | 5/12/2026 | 64 |
| 9338 | University of Wisconsin Foundation | $113M | Q1 2026 | 5/14/2026 | 10 |
| 9339 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $113M | Q1 2026 | 5/12/2026 | 56 |
| 9340 | TRUSTCO BANK CORP N Y | $113M | Q1 2026 | 5/13/2026 | 71 |
| 9341 | Wealth Care LLC | $113M | Q1 2026 | 4/24/2026 | 67 |
| 9342 | Oath Planning, LLC | $113M | Q1 2026 | 5/8/2026 | 69 |
| 9343 | Momentum Wealth Planning, LLC | $113M | Q1 2026 | 5/7/2026 | 36 |
| 9344 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $113M | Q1 2026 | 5/13/2026 | 82 |
| 9345 | ARGUS INVESTORS' COUNSEL, INC. | $112M | Q1 2026 | 4/28/2026 | 102 |
| 9346 | Veradace Capital Management LLC | $112M | Q1 2026 | 5/14/2026 | 27 |
| 9347 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $112M | Q1 2026 | 5/12/2026 | 38 |
| 9348 | IFS Group,LLC | $112M | Q1 2026 | 5/18/2026 | 144 |
| 9349 | Trellus Management Company, LLC | $112M | Q1 2014 | 5/14/2014 | 115 |
| 9350 | Parrish Capital LLC | $112M | Q1 2026 | 4/28/2026 | 86 |
| 9351 | Andrew Hill Investment Advisors, Inc. | $112M | Q1 2026 | 4/14/2026 | 54 |
| 9352 | DIKER MANAGEMENT LLC | $112M | Q1 2026 | 5/15/2026 | 42 |
| 9353 | Lyons Wealth Management, LLC. | $112M | Q2 2014 | 8/11/2014 | 78 |
| 9354 | ACTION POINT FINANCIAL PLANNING, LLC | $112M | Q1 2026 | 5/7/2026 | 69 |
| 9355 | EFG Asset Management (Americas) Corp. | $112M | Q2 2014 | 7/30/2014 | 123 |
| 9356 | New Covenant Trust Company, N.A. | $112M | Q1 2026 | 4/17/2026 | 96 |
| 9357 | Graetz Wealth LLC | $112M | Q1 2026 | 4/30/2026 | 80 |
| 9358 | WAYSTONE ADVISORS LLC | $112M | Q1 2026 | 4/16/2026 | 101 |
| 9359 | Vitruvian Partners LLP | $112M | Q1 2026 | 5/8/2026 | 7 |
| 9360 | Red Tree Management, LLC | $112M | Q1 2026 | 4/22/2026 | 3 |
| 9361 | Jacobs Equity LLC | $112M | Q1 2026 | 5/14/2026 | 105 |
| 9362 | Smith Partners Wealth Management, LLC | $112M | Q1 2026 | 5/11/2026 | 76 |
| 9363 | Odyssey Capital Advisors, Inc. | $112M | Q1 2026 | 4/29/2026 | 97 |
| 9364 | Financial Concepts Unlimited, Inc. | $112M | Q1 2026 | 5/5/2026 | 44 |
| 9365 | Larry Mathis Financial Planning, LLC | $112M | Q1 2026 | 4/21/2026 | 156 |
| 9366 | LB Partners LLC | $112M | Q1 2026 | 4/24/2026 | 37 |
| 9367 | ATLas Financial Planning LLC | $112M | Q1 2026 | 4/27/2026 | 69 |
| 9368 | Vericrest Private Wealth | $111M | Q1 2026 | 5/6/2026 | 39 |
| 9369 | EMERGENCE GP PARTNERS, LLC | $111M | Q1 2026 | 5/8/2026 | 4 |
| 9370 | Lime Rock Management LP | $111M | Q1 2014 | 5/15/2014 | 2 |
| 9371 | OBSIDIAN CIO, LLC | $111M | Q1 2026 | 5/11/2026 | 215 |
| 9372 | Benchmark Financial, LLC | $111M | Q1 2026 | 4/21/2026 | 52 |
| 9373 | TRIANGLE PEAK PARTNERS, LP | $111M | Q2 2014 | 8/11/2014 | 38 |
| 9374 | Wagner Wealth Management, Corp | $111M | Q1 2026 | 5/5/2026 | 103 |
| 9375 | Kennebec Savings Bank | $111M | Q1 2026 | 4/17/2026 | 249 |
| 9376 | Hestia Capital Management, LLC | $111M | Q1 2026 | 5/8/2026 | 17 |
| 9377 | Stone Wealth Partners | $111M | Q1 2026 | 5/7/2026 | 59 |
| 9378 | Niles Investment Management, LLC | $111M | Q1 2026 | 5/15/2026 | 25 |
| 9379 | Lynch Investment Planning, LLC | $111M | Q1 2026 | 5/12/2026 | 54 |
| 9380 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $111M | Q1 2026 | 4/28/2026 | 63 |
| 9381 | Roxbury Financial LLC | $111M | Q1 2026 | 4/17/2026 | 392 |
| 9382 | Integrity Wealth Partners, LLC | $111M | Q1 2026 | 4/27/2026 | 99 |
| 9383 | Fortune Financial Group, Inc. | $111M | Q1 2026 | 4/23/2026 | 84 |
| 9384 | LAU ASSOCIATES LLC | $111M | Q2 2014 | 7/7/2014 | 63 |
| 9385 | Capital Developers, LLC | $111M | Q1 2026 | 5/8/2026 | 52 |
| 9386 | Drystone LLC | $111M | Q1 2026 | 5/6/2026 | 18 |
| 9387 | First Growth Capital LLC | $111M | Q1 2026 | 5/4/2026 | 129 |
| 9388 | Highlander Capital Management, LLC | $111M | Q2 2014 | 8/11/2014 | 824 |
| 9389 | J. Mark Nickell & Co. | $111M | Q1 2026 | 5/20/2026 | 32 |
| 9390 | Bolthouse Investments, LLC | $111M | Q1 2026 | 4/28/2026 | 70 |
| 9391 | SHUTTLEWORTH & Co | $111M | Q1 2026 | 5/20/2026 | 52 |
| 9392 | Frankly Finances, LLC | $110M | Q1 2026 | 4/29/2026 | 64 |
| 9393 | Clarion Wealth Managment Partners, LLC | $110M | Q1 2026 | 5/8/2026 | 84 |
| 9394 | COMERICA SECURITIES INC | $110M | Q2 2014 | 8/11/2014 | 122 |
| 9395 | Minot DeBlois Advisors LLC | $110M | Q1 2026 | 5/8/2026 | 226 |
| 9396 | CFG Wealth Management Services, Inc. | $110M | Q1 2026 | 5/7/2026 | 152 |
| 9397 | Credit Capital Investments LLC | $110M | Q1 2026 | 5/1/2026 | 39 |
| 9398 | AWH Capital, L.P. | $110M | Q1 2026 | 5/15/2026 | 20 |
| 9399 | nVerses Capital, LLC | $110M | Q1 2026 | 5/13/2026 | 348 |
| 9400 | Orbis Investment Management (U.S.), L.P. | $110M | Q1 2014 | 5/15/2014 | 32 |