Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9201 | LBA Wealth Management, LLC | $123M | Q2 2014 | 7/24/2014 | 273 |
| 9202 | AMERICAN ASSET MANAGEMENT INC. | $123M | Q2 2026 | 7/21/2026 | 33 |
| 9203 | ARBOR CAPITAL MANAGEMENT INC /ADV | $123M | Q1 2026 | 4/30/2026 | 101 |
| 9204 | Moneda S.A. Administradora General de Fondos | $123M | Q1 2026 | 5/15/2026 | 25 |
| 9205 | Osbon Capital Management LLC | $123M | Q1 2026 | 5/15/2026 | 493 |
| 9206 | Fox Financial, Inc | $123M | Q1 2026 | 5/7/2026 | 11 |
| 9207 | Clarity Wealth Development LLC | $123M | Q1 2026 | 4/22/2026 | 44 |
| 9208 | Virtus Fixed Income Advisers, LLC | $123M | Q1 2026 | 5/13/2026 | 23 |
| 9209 | Lakeshore Capital Group, Inc. | $123M | Q1 2026 | 4/22/2026 | 76 |
| 9210 | ArborFi Advisors, LLC | $122M | Q1 2026 | 4/29/2026 | 45 |
| 9211 | Sankala Group LLC | $122M | Q1 2026 | 3/31/2026 | 559 |
| 9212 | Quality Growth Management, Inc. | $122M | Q1 2014 | 6/5/2014 | 22 |
| 9213 | Walsh & Associates, LLC | $122M | Q2 2026 | 7/21/2026 | 245 |
| 9214 | A4 Wealth Advisors LLC | $122M | Q1 2026 | 5/11/2026 | 103 |
| 9215 | Polaris Venture Management Co IV LLC | $122M | Q2 2014 | 8/11/2014 | 3 |
| 9216 | PEAR TREE ADVISORS INC | $122M | Q1 2014 | 5/6/2014 | 48 |
| 9217 | Curat Global, LLC | $122M | Q2 2026 | 7/22/2026 | 251 |
| 9218 | SEMITAM BONAM LLC | $122M | Q1 2026 | 4/21/2026 | 44 |
| 9219 | PIERSHALE FINANCIAL GROUP, INC. | $122M | Q2 2014 | 7/17/2014 | 193 |
| 9220 | Dynamic Financial Group | $122M | Q1 2026 | 5/12/2026 | 69 |
| 9221 | High Point Wealth Management, LLC | $122M | Q2 2026 | 7/20/2026 | 250 |
| 9222 | FORTERIS WEALTH MANAGEMENT INC. | $122M | Q2 2026 | 7/21/2026 | 69 |
| 9223 | Garton & Associates Financial Advisors LLC | $122M | Q1 2026 | 5/11/2026 | 123 |
| 9224 | Cooke Wealth Management, LLC | $122M | Q2 2026 | 7/16/2026 | 39 |
| 9225 | Karani Asset Management LLC | $122M | Q1 2026 | 5/15/2026 | 54 |
| 9226 | Kennon-Green & Company, LLC | $122M | Q1 2026 | 4/27/2026 | 39 |
| 9227 | PRAIRIEVIEW WEALTH PARTNERS, LLC | $122M | Q1 2026 | 5/5/2026 | 30 |
| 9228 | Miramar Fiduciary Corp | $122M | Q1 2026 | 4/29/2026 | 5 |
| 9229 | Valliance Asset Management Ltd | $122M | Q1 2026 | 5/11/2026 | 8 |
| 9230 | Peapod Lane Capital LLC | $122M | Q1 2026 | 5/1/2026 | 62 |
| 9231 | HOERTKORN RICHARD CHARLES | $122M | Q1 2026 | 4/29/2026 | 76 |
| 9232 | SIERRA OCEAN, LLC | $122M | Q1 2026 | 4/27/2026 | 60 |
| 9233 | Atlas Venture Advisors, Inc. | $122M | Q1 2026 | 5/1/2026 | 3 |
| 9234 | RED CRANE WEALTH MANAGEMENT, LLC | $122M | Q1 2026 | 4/28/2026 | 72 |
| 9235 | CWH Capital Management, Inc. | $121M | Q1 2014 | 5/2/2014 | 43 |
| 9236 | Portus Wealth Advisors, LLC | $121M | Q2 2026 | 7/21/2026 | 50 |
| 9237 | CFO CAPITAL MANAGEMENT LLC | $121M | Q1 2026 | 5/4/2026 | 104 |
| 9238 | Mirabaud Asset Management Ltd | $121M | Q1 2026 | 5/13/2026 | 32 |
| 9239 | BLUE JEAN FINANCIAL LLC | $121M | Q1 2026 | 4/21/2026 | 68 |
| 9240 | TT Capital Management LLC | $121M | Q1 2026 | 5/12/2026 | 73 |
| 9241 | Nan Fung Group Holdings Ltd | $121M | Q1 2026 | 5/14/2026 | 24 |
| 9242 | Chapman Investment Management, LLC | $121M | Q2 2026 | 7/22/2026 | 27 |
| 9243 | Dunvegan Associates, Inc. | $121M | Q4 2013 | 2/21/2014 | 70 |
| 9244 | Connective Capital Management, LLC | $121M | Q1 2026 | 5/12/2026 | 66 |
| 9245 | Candelo Capital Management LP | $121M | Q1 2026 | 5/15/2026 | 31 |
| 9246 | Fernwood Investment Management, LLC | $121M | Q2 2014 | 7/31/2014 | 113 |
| 9247 | Emrys Partners, L.P. | $121M | Q1 2014 | 5/15/2014 | 27 |
| 9248 | KeyPoint Capital Management, LLC | $121M | Q1 2014 | 4/25/2014 | 20 |
| 9249 | Avise Financial Cooperative, Inc. | $121M | Q1 2026 | 4/22/2026 | 102 |
| 9250 | Worthington Financial Partners, LLC | $121M | Q2 2026 | 7/21/2026 | 99 |
| 9251 | LiftPoint Family Wealth Advisors LLC | $121M | Q1 2026 | 4/29/2026 | 56 |
| 9252 | SECTORAL ASSET MANAGEMENT INC | $121M | Q1 2026 | 5/15/2026 | 77 |
| 9253 | Reliant Investment Partners, LLC | $121M | Q1 2026 | 5/11/2026 | 113 |
| 9254 | Miller Global Investments, LLC | $121M | Q2 2026 | 7/1/2026 | 295 |
| 9255 | Altalis Capital Management LLC | $121M | Q1 2014 | 5/15/2014 | 20 |
| 9256 | CONQUIS FINANCIAL LLC | $121M | Q1 2026 | 5/7/2026 | 54 |
| 9257 | WIREGRASS INVESTMENT MANAGEMENT LLC | $121M | Q1 2026 | 5/13/2026 | 96 |
| 9258 | Merited Wealth, LLC | $121M | Q1 2026 | 4/24/2026 | 79 |
| 9259 | Roan Capital Partners | $121M | Q2 2026 | 7/8/2026 | 78 |
| 9260 | AG Asset Advisory, LLC | $121M | Q1 2026 | 4/29/2026 | 25 |
| 9261 | Tenzing Global Management, LLC | $121M | Q1 2026 | 5/15/2026 | 14 |
| 9262 | NDVR, Inc. | $121M | Q4 2025 | 2/12/2026 | 121 |
| 9263 | BG Investment Services, LLC | $120M | Q1 2026 | 5/8/2026 | 48 |
| 9264 | GLOBAL STRATEGIC MANAGEMENT INC | $120M | Q1 2026 | 5/13/2026 | 25 |
| 9265 | Goldstream Capital Management Ltd | $120M | Q1 2026 | 5/15/2026 | 30 |
| 9266 | Morangie Management LLC | $120M | Q2 2026 | 7/16/2026 | 34 |
| 9267 | Wealth Preservation Advisors, LLC | $120M | Q1 2026 | 5/15/2026 | 1,035 |
| 9268 | Lunate Capital Ltd | $120M | Q1 2026 | 4/16/2026 | 6 |
| 9269 | Davis Wealth Advisors, LLC | $120M | Q1 2026 | 5/14/2026 | 72 |
| 9270 | Prosperity Advisers, LLC | $120M | Q1 2026 | 4/23/2026 | 39 |
| 9271 | Santa Clara Valley Transportation Authority | $120M | Q1 2026 | 5/13/2026 | 4 |
| 9272 | New Century Advisors, LLC | $120M | Q2 2014 | 7/31/2014 | 40 |
| 9273 | Skerryvore Asset Management Ltd | $120M | Q1 2026 | 5/15/2026 | 7 |
| 9274 | Troutman Wealth Management, LLC | $120M | Q1 2026 | 5/8/2026 | 36 |
| 9275 | Scientech Research LLC | $120M | Q1 2026 | 5/15/2026 | 449 |
| 9276 | SJBENEN ADVISORY, LLC | $120M | Q1 2026 | 4/13/2026 | 27 |
| 9277 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $120M | Q2 2026 | 7/22/2026 | 50 |
| 9278 | Windsor Advisory Group, LLC | $120M | Q1 2026 | 5/15/2026 | 82 |
| 9279 | AIHC Capital Management Ltd | $120M | Q1 2026 | 5/8/2026 | 5 |
| 9280 | Dala Group, LLC | $120M | Q1 2026 | 6/1/2026 | 73 |
| 9281 | CM Management, LLC | $120M | Q1 2026 | 5/8/2026 | 71 |
| 9282 | COMMONS CAPITAL, LLC | $120M | Q1 2026 | 4/30/2026 | 85 |
| 9283 | INVESTORS TRUST INC | $120M | Q1 2014 | 5/15/2014 | 89 |
| 9284 | Yorktown Management & Research Co Inc | $120M | Q1 2026 | 4/20/2026 | 214 |
| 9285 | INTEGRATED WEALTHCARE, LLC | $120M | Q1 2026 | 5/8/2026 | 28 |
| 9286 | HEFFERNAN ADVISORY, INC | $120M | Q2 2026 | 7/21/2026 | 43 |
| 9287 | Ball & Co Wealth Management Inc. | $120M | Q1 2026 | 5/1/2026 | 80 |
| 9288 | Mann Financial Group, Inc. | $120M | Q2 2026 | 7/22/2026 | 34 |
| 9289 | WealthPoint Financial, LLC | $119M | Q1 2026 | 6/26/2026 | 121 |
| 9290 | 1015 Capital Partners, LLC | $119M | Q2 2026 | 7/21/2026 | 609 |
| 9291 | Clio Asset Management LLC | $119M | Q1 2026 | 4/21/2026 | 16 |
| 9292 | Foresite Capital Management I, LLC | $119M | Q2 2014 | 8/11/2014 | 8 |
| 9293 | Telluride Asset Management LLC | $119M | Q1 2014 | 5/14/2014 | 233 |
| 9294 | Red Mountain Financial, LLC | $119M | Q2 2026 | 7/21/2026 | 82 |
| 9295 | DBK Financial Counsel, LLC | $119M | Q2 2026 | 7/21/2026 | 56 |
| 9296 | Lubar & Co., Inc | $119M | Q1 2026 | 4/23/2026 | 3 |
| 9297 | Belmont Global Advisors, Inc. | $119M | Q1 2014 | 5/13/2014 | 111 |
| 9298 | Commerce Advisors, LLC | $119M | Q1 2026 | 5/12/2026 | 122 |
| 9299 | SHEPHERD KAPLAN KROCHUK, LLC | $119M | Q1 2026 | 5/15/2026 | 61 |
| 9300 | Value Investment Professionals, LLC | $119M | Q2 2026 | 7/7/2026 | 97 |
| 9301 | Valor Advisors LLC | $119M | Q1 2026 | 7/1/2026 | 35 |
| 9302 | Belleair Asset Management, LLC | $119M | Q2 2026 | 7/15/2026 | 84 |
| 9303 | FEINBERG STEPHEN | $119M | Q1 2014 | 5/15/2014 | 5 |
| 9304 | Tao Capital Management LP | $119M | Q1 2026 | 5/14/2026 | 8 |
| 9305 | Schaeffer Financial LLC | $119M | Q1 2026 | 4/27/2026 | 25 |
| 9306 | M Wealth Management, LLC | $119M | Q1 2026 | 5/15/2026 | 55 |
| 9307 | McCartney Wealth Management LLC | $119M | Q1 2026 | 5/11/2026 | 65 |
| 9308 | Hudson Portfolio Management LLC | $119M | Q1 2026 | 5/14/2026 | 111 |
| 9309 | White Knight Strategic Wealth Advisors, LLC | $119M | Q1 2026 | 5/15/2026 | 81 |
| 9310 | HighRoad Wealth Advisors, LLC | $119M | Q2 2026 | 7/21/2026 | 38 |
| 9311 | Stonebridge Financial Group, LLC / MO | $119M | Q1 2026 | 4/17/2026 | 165 |
| 9312 | Kane Co Wealth Management, Inc. | $119M | Q1 2026 | 4/21/2026 | 51 |
| 9313 | Talkot Capital, LLC | $119M | Q1 2014 | 5/13/2014 | 20 |
| 9314 | Keenan, LLC | $119M | Q1 2026 | 4/22/2026 | 42 |
| 9315 | Clientfirst Wealth Management, LLC | $118M | Q1 2026 | 5/1/2026 | 50 |
| 9316 | Boyer Financial Services, Inc. | $118M | Q2 2026 | 7/17/2026 | 57 |
| 9317 | WORLDLY PARTNERS MANAGEMENT, LLC | $118M | Q1 2026 | 5/12/2026 | 3 |
| 9318 | TARGET ASSET MANAGEMENT PTE LTD | $118M | Q2 2014 | 7/16/2014 | 3 |
| 9319 | Elm3 Financial Group, LLC | $118M | Q1 2026 | 4/13/2026 | 117 |
| 9320 | Aventus Investment Advisors, Inc. | $118M | Q1 2026 | 4/15/2026 | 148 |
| 9321 | Stillwater Private Wealth, LLC | $118M | Q1 2026 | 6/3/2026 | 78 |
| 9322 | 3 FACTOR INDEXING, LLC | $118M | Q2 2026 | 7/8/2026 | 438 |
| 9323 | AK GLOBAL ASSET MANAGEMENT, LLC | $118M | Q2 2026 | 7/16/2026 | 28 |
| 9324 | Advocate Investing Services LLC | $118M | Q1 2026 | 4/22/2026 | 448 |
| 9325 | SCFF MANAGEMENT LLC | $118M | Q2 2014 | 8/8/2014 | 4 |
| 9326 | Index Venture Growth Associates III Ltd | $118M | Q1 2026 | 5/15/2026 | 2 |
| 9327 | Oceanic Investment Management LTD | $118M | Q1 2026 | 5/13/2026 | 43 |
| 9328 | Tandem Investment Partners LLC | $118M | Q1 2026 | 5/13/2026 | 73 |
| 9329 | Ridge Creek Global, Inc | $118M | Q1 2026 | 5/13/2026 | 85 |
| 9330 | Fiscal Wisdom Wealth Management, LLC | $118M | Q2 2026 | 7/21/2026 | 102 |
| 9331 | Capstone Wealth Management, Inc. | $118M | Q1 2026 | 5/15/2026 | 38 |
| 9332 | TrustWell Financial Advisors, LLC | $118M | Q2 2026 | 7/22/2026 | 78 |
| 9333 | Karamaan Group, LLC | $118M | Q1 2014 | 5/15/2014 | 28 |
| 9334 | Walnut Level Capital LLC | $118M | Q1 2026 | 5/15/2026 | 39 |
| 9335 | Warm Springs Advisors Inc. | $118M | Q1 2026 | 4/30/2026 | 48 |
| 9336 | Electric Capital Partners, LLC | $118M | Q1 2026 | 5/15/2026 | 7 |
| 9337 | Orca Investment Management, LLC | $118M | Q1 2026 | 4/23/2026 | 57 |
| 9338 | SOUND ENERGY PARTNERS, INC. | $118M | Q1 2014 | 5/14/2014 | 37 |
| 9339 | North Horizon Holdings Inc. | $118M | Q1 2026 | 5/8/2026 | 1 |
| 9340 | New Dimensions Wealth Management, LLC | $118M | Q1 2026 | 5/14/2026 | 20 |
| 9341 | GPS Wealth Strategies Group, LLC | $117M | Q4 2025 | 2/6/2026 | 582 |
| 9342 | Stegent Equity Advisors, Inc. | $117M | Q1 2026 | 4/24/2026 | 101 |
| 9343 | TBP Investments Management, LLC | $117M | Q1 2014 | 5/15/2014 | 32 |
| 9344 | Trafelet Capital Management, L.P. | $117M | Q1 2014 | 5/15/2014 | 15 |
| 9345 | Donalies Financial Planning, LLC | $117M | Q1 2026 | 5/5/2026 | 74 |
| 9346 | Alessandra Capital Management, LLC | $117M | Q1 2026 | 4/30/2026 | 112 |
| 9347 | Paradigm Financial Advisors, LLC | $117M | Q2 2014 | 7/28/2014 | 80 |
| 9348 | Risk Paradigm Group, LLC | $117M | Q1 2026 | 5/14/2026 | 59 |
| 9349 | Virtus Family Office LLC | $117M | Q1 2026 | 5/6/2026 | 73 |
| 9350 | RHL GROUP, LLC | $117M | Q1 2026 | 5/13/2026 | 242 |
| 9351 | Flagship Ventures 2007 General Partner LLC | $117M | Q2 2014 | 8/8/2014 | 4 |
| 9352 | Corecam AG | $117M | Q2 2026 | 7/17/2026 | 50 |
| 9353 | 21 West Wealth Management LLC | $117M | Q2 2026 | 7/13/2026 | 65 |
| 9354 | Entelevest, LLC | $117M | Q2 2026 | 7/22/2026 | 142 |
| 9355 | MKD WEALTH COACHES, LLC | $117M | Q2 2026 | 7/14/2026 | 31 |
| 9356 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $117M | Q1 2026 | 5/15/2026 | 13 |
| 9357 | Fairman Group, LLC | $117M | Q1 2026 | 4/23/2026 | 326 |
| 9358 | Andar Capital Management HK Ltd | $117M | Q1 2026 | 5/8/2026 | 13 |
| 9359 | Barden Capital Management, Inc. | $117M | Q1 2026 | 4/7/2026 | 58 |
| 9360 | Leo H. Evart, Inc. | $117M | Q1 2026 | 5/13/2026 | 298 |
| 9361 | Orvieto Partners, L.P. | $117M | Q1 2026 | 5/14/2026 | 44 |
| 9362 | Markin Asset Management, LP | $117M | Q2 2026 | 7/13/2026 | 47 |
| 9363 | Fremen Capital Management LP | $117M | Q1 2026 | 5/15/2026 | 17 |
| 9364 | Twin Cities Retirement Group LLC | $117M | Q2 2026 | 7/7/2026 | 22 |
| 9365 | Kilner Capital Advisors, LLC | $117M | Q2 2026 | 7/13/2026 | 18 |
| 9366 | Wisconsin Wealth Advisors, LLC | $117M | Q2 2026 | 7/7/2026 | 90 |
| 9367 | V. M. MANNING & CO., INC. | $117M | Q2 2026 | 7/13/2026 | 53 |
| 9368 | Godfrey Financial Associates, Inc. | $117M | Q1 2026 | 5/11/2026 | 1,110 |
| 9369 | Signature Financial Management, Inc. | $117M | Q1 2014 | 5/15/2014 | 72 |
| 9370 | Severin Investments, LLC | $116M | Q1 2026 | 4/24/2026 | 171 |
| 9371 | Journey Beyond Wealth, LLC | $116M | Q1 2026 | 4/28/2026 | 29 |
| 9372 | McKinney Capital Management, LLC | $116M | Q1 2026 | 5/14/2026 | 46 |
| 9373 | Fundamenta Capital S.A. | $116M | Q1 2026 | 5/4/2026 | 11 |
| 9374 | Pursuit Wealth Management LLC | $116M | Q4 2025 | 1/26/2026 | 118 |
| 9375 | Financially in Tune, LLC | $116M | Q1 2026 | 4/22/2026 | 77 |
| 9376 | Cortex Capital Management LLC | $116M | Q1 2014 | 5/14/2014 | 32 |
| 9377 | Chung Wu Investment Group, LLC | $116M | Q1 2026 | 5/12/2026 | 259 |
| 9378 | RHODES INVESTMENT ADVISORS INC /ADV | $116M | Q1 2026 | 5/14/2026 | 116 |
| 9379 | CDM FINANCIAL COUNSELING SERVICES, INC. | $116M | Q2 2026 | 7/14/2026 | 77 |
| 9380 | Alexander Randolph Advisory, Inc. | $116M | Q1 2026 | 5/6/2026 | 54 |
| 9381 | RM Financial Services, LLC | $116M | Q1 2026 | 5/14/2026 | 75 |
| 9382 | Amica Retiree Medical Trust | $116M | Q1 2014 | 5/13/2014 | 379 |
| 9383 | Sidoxia Capital Management, LLC | $116M | Q1 2026 | 5/11/2026 | 83 |
| 9384 | SEVEN EIGHT CAPITAL, LP | $116M | Q1 2014 | 5/15/2014 | 262 |
| 9385 | Hershey Financial Advisers, LLC | $116M | Q1 2026 | 5/6/2026 | 80 |
| 9386 | Wilmar Advisors LLC | $116M | Q1 2026 | 5/14/2026 | 27 |
| 9387 | ZEKE CAPITAL ADVISORS, LLC | $116M | Q1 2014 | 5/21/2014 | 63 |
| 9388 | TSG Consumer Partners LP | $115M | Q1 2026 | 5/8/2026 | 1 |
| 9389 | Arthedge Capital Management, LLC | $115M | Q1 2026 | 5/15/2026 | 11 |
| 9390 | RD Lewis Holdings, Inc. | $115M | Q1 2026 | 4/14/2026 | 86 |
| 9391 | Li Winifred I | $115M | Q1 2014 | 6/18/2014 | 401 |
| 9392 | Centerline Investment Partners, LP | $115M | Q2 2014 | 7/14/2014 | 24 |
| 9393 | US Asset Management LLC | $115M | Q1 2026 | 6/10/2026 | 117 |
| 9394 | Jefferson Bridge Capital, LLC | $115M | Q2 2026 | 7/21/2026 | 53 |
| 9395 | Quattro Advisors LLC | $115M | Q1 2026 | 5/14/2026 | 51 |
| 9396 | Capital Returns Management, LLC | $115M | Q1 2014 | 5/15/2014 | 20 |
| 9397 | Point View Wealth Management, Inc. | $115M | Q2 2014 | 7/24/2014 | 181 |
| 9398 | NewCorp Financial Services, Inc. | $115M | Q1 2026 | 4/23/2026 | 50 |
| 9399 | iAB Financial Bank | $115M | Q2 2014 | 7/9/2014 | 89 |
| 9400 | RAFFLES ASSOCIATES LP | $115M | Q1 2026 | 5/15/2026 | 49 |