Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9401 | WHEATLAND ADVISORS INC | $110M | Q2 2014 | 8/6/2014 | 84 |
| 9402 | Forefront Analytics, LLC | $110M | Q1 2026 | 5/13/2026 | 39 |
| 9403 | Peak XV Partners Operations LLC | $110M | Q1 2026 | 5/15/2026 | 1 |
| 9404 | OakTrust Wealth Advisors, LLC | $110M | Q1 2026 | 4/23/2026 | 68 |
| 9405 | Masterton Capital Management, LP | $110M | Q1 2026 | 5/15/2026 | 19 |
| 9406 | NWM ADVISORS, LLC | $110M | Q1 2026 | 5/13/2026 | 23 |
| 9407 | New Mountain Capital, L.L.C. | $110M | Q1 2026 | 5/13/2026 | 1 |
| 9408 | Bond Capital Management, LP | $110M | Q1 2026 | 5/11/2026 | 4 |
| 9409 | Beryl Capital Management LLC | $110M | Q1 2026 | 5/15/2026 | 9 |
| 9410 | Belleair Asset Management, LLC | $110M | Q1 2026 | 4/15/2026 | 77 |
| 9411 | S Harris Financial Group, LLC | $110M | Q1 2026 | 4/21/2026 | 107 |
| 9412 | Heronetta Management, L.P. | $110M | Q1 2026 | 5/1/2026 | 16 |
| 9413 | Horan Capital Advisors, LLC. | $109M | Q2 2014 | 7/16/2014 | 65 |
| 9414 | Canaan Partners VII LLC | $109M | Q4 2013 | 2/14/2014 | 3 |
| 9415 | Directional Asset Management | $109M | Q1 2026 | 4/27/2026 | 90 |
| 9416 | Searchlight Capital Partners, L.P. | $109M | Q1 2026 | 5/15/2026 | 2 |
| 9417 | Twin Cities Retirement Group LLC | $109M | Q1 2026 | 4/14/2026 | 24 |
| 9418 | Bretton Capital Management, LLC | $109M | Q1 2026 | 5/4/2026 | 18 |
| 9419 | KDK Private Wealth Management, LLC | $109M | Q1 2026 | 4/29/2026 | 60 |
| 9420 | Paradigm Capital Management, LLC/NV | $109M | Q1 2026 | 5/5/2026 | 59 |
| 9421 | Value Investment Professionals, LLC | $109M | Q1 2026 | 4/27/2026 | 61 |
| 9422 | Madison Scottsdale, LC | $109M | Q4 2013 | 2/12/2014 | 25 |
| 9423 | Miller Global Investments, LLC | $109M | Q1 2026 | 4/6/2026 | 279 |
| 9424 | Torrey-Payne Wealth Management, LLC | $109M | Q1 2026 | 5/5/2026 | 40 |
| 9425 | Elevation Wealth Management LLC | $109M | Q1 2026 | 5/11/2026 | 137 |
| 9426 | Cornerstone Financial Management LLC | $109M | Q1 2026 | 5/8/2026 | 1,311 |
| 9427 | Simcoe Capital LLC | $109M | Q1 2026 | 5/8/2026 | 31 |
| 9428 | JS Capital Management LLC | $109M | Q1 2026 | 5/15/2026 | 1 |
| 9429 | WealthSpring Partners, LLC | $109M | Q1 2026 | 4/20/2026 | 72 |
| 9430 | PeakShares LLC | $109M | Q1 2026 | 5/5/2026 | 116 |
| 9431 | Payne Capital LLC | $109M | Q1 2026 | 4/20/2026 | 55 |
| 9432 | Drum Hill Capital, LLC | $109M | Q1 2026 | 4/20/2026 | 46 |
| 9433 | Kassira Wealth Management LLC | $109M | Q1 2026 | 4/30/2026 | 59 |
| 9434 | Infinity Wealth Counsel, LLC | $109M | Q1 2026 | 4/8/2026 | 63 |
| 9435 | Dougherty & Associates, LLC | $109M | Q1 2026 | 4/21/2026 | 52 |
| 9436 | TradeLink Global Equity LLC | $109M | Q2 2014 | 7/31/2014 | 341 |
| 9437 | Board of the Pension Protection Fund | $109M | Q1 2026 | 4/27/2026 | 156 |
| 9438 | Sherman Asset Management, Inc. | $109M | Q1 2026 | 5/5/2026 | 154 |
| 9439 | TABR Capital Management, LLC | $109M | Q1 2026 | 4/27/2026 | 54 |
| 9440 | KITCHING PARTNERS, LLC | $109M | Q1 2026 | 5/6/2026 | 40 |
| 9441 | Morangie Management LLC | $109M | Q1 2026 | 4/20/2026 | 34 |
| 9442 | H Squared Management LP | $109M | Q1 2026 | 5/14/2026 | 14 |
| 9443 | GRANITE ISLANDS PRIVATE WEALTH, LLC | $109M | Q1 2026 | 4/21/2026 | 70 |
| 9444 | Rye Brook Capital LLC | $108M | Q1 2026 | 4/28/2026 | 28 |
| 9445 | University of Cambridge Investment Management Ltd | $108M | Q1 2026 | 4/27/2026 | 1 |
| 9446 | Finhabits Advisors LLC | $108M | Q1 2026 | 5/6/2026 | 15 |
| 9447 | Eagle Wealth Advisors LLC | $108M | Q1 2026 | 4/23/2026 | 98 |
| 9448 | Mission Financial Group, LLC | $108M | Q1 2025 | 5/12/2026 | 146 |
| 9449 | Prospect Financial Group LLC | $108M | Q1 2026 | 5/5/2026 | 63 |
| 9450 | Roan Capital Partners | $108M | Q1 2026 | 4/15/2026 | 77 |
| 9451 | Broyhill Asset Management, LLC | $108M | Q1 2026 | 5/6/2026 | 74 |
| 9452 | City Center Advisors, LLC | $108M | Q1 2026 | 4/7/2026 | 155 |
| 9453 | North Forty Two & Co. | $108M | Q1 2026 | 4/21/2026 | 97 |
| 9454 | Cypress Capital Management LLC (WY) | $108M | Q1 2026 | 5/8/2026 | 205 |
| 9455 | Vanguard Capital Wealth Advisors | $108M | Q1 2026 | 4/21/2026 | 120 |
| 9456 | Green Court Capital Management Ltd | $108M | Q1 2026 | 5/11/2026 | 5 |
| 9457 | PARK CIRCLE Co | $108M | Q1 2026 | 5/14/2026 | 51 |
| 9458 | Covenant Multifamily Offices, LLC | $108M | Q2 2014 | 8/11/2014 | 26 |
| 9459 | LEGACY SOLUTIONS, LLC | $108M | Q1 2026 | 4/7/2026 | 77 |
| 9460 | Investors Portfolio Services LLC | $108M | Q1 2026 | 5/14/2026 | 702 |
| 9461 | Heights Point Management, LP | $108M | Q1 2026 | 5/15/2026 | 21 |
| 9462 | SFAM, LLC | $108M | Q1 2026 | 5/4/2026 | 269 |
| 9463 | HEFFERNAN ADVISORY, INC | $108M | Q1 2026 | 4/27/2026 | 24 |
| 9464 | ALPHA CAPITAL ADVISORS INC /ADV | $108M | Q4 2025 | 2/18/2026 | 33 |
| 9465 | LAWOOD & CO | $108M | Q1 2026 | 4/14/2026 | 90 |
| 9466 | Haven Capital Group, Inc. | $108M | Q1 2026 | 4/20/2026 | 37 |
| 9467 | VERUS WEALTH MANAGEMENT, LLC | $108M | Q1 2026 | 4/24/2026 | 49 |
| 9468 | Cooperatieve Rabobank U.A. | $108M | Q1 2014 | 5/15/2014 | 80 |
| 9469 | SCHNIEDERS CAPITAL MANAGEMENT LLC | $108M | Q1 2014 | 5/15/2014 | 111 |
| 9470 | 21 West Wealth Management LLC | $108M | Q1 2026 | 4/15/2026 | 63 |
| 9471 | Bannerstone Capital Management, LLC | $108M | Q1 2026 | 5/11/2026 | 97 |
| 9472 | Central Asset Investments & Management Holdings (HK) Ltd | $108M | Q1 2026 | 5/8/2026 | 24 |
| 9473 | Ursa Fund Management, LLC | $108M | Q1 2026 | 5/15/2026 | 20 |
| 9474 | Bedminster, LLC | $107M | Q1 2026 | 4/24/2026 | 53 |
| 9475 | WestBridge Capital Management, LLC | $107M | Q1 2026 | 5/12/2026 | 1 |
| 9476 | Intentional Wealth Strategies, LLC | $107M | Q1 2026 | 5/5/2026 | 942 |
| 9477 | ENDEX CAPITAL MANAGEMENT LLC | $107M | Q4 2013 | 2/14/2014 | 322 |
| 9478 | Crossvault Capital Management LLC | $107M | Q2 2014 | 7/15/2014 | 59 |
| 9479 | Accuvest Global Advisors | $107M | Q1 2026 | 5/8/2026 | 57 |
| 9480 | ELM ADVISORS, LLC | $107M | Q2 2014 | 7/9/2014 | 74 |
| 9481 | Wealth Group, Ltd. | $107M | Q1 2026 | 4/14/2026 | 88 |
| 9482 | LRT Capital Management, LLC | $107M | Q1 2026 | 5/15/2026 | 90 |
| 9483 | SkyKnight Capital, L.P. | $107M | Q1 2026 | 5/13/2026 | 3 |
| 9484 | Elevation Advisory Partners LLC | $107M | Q1 2026 | 5/8/2026 | 97 |
| 9485 | BRC-Global BAH Investments Ltd. | $107M | Q1 2026 | 4/29/2026 | 1 |
| 9486 | Arnold Financial Planning LLC | $107M | Q1 2026 | 4/14/2026 | 26 |
| 9487 | Page Arthur B | $107M | Q2 2014 | 7/23/2014 | 82 |
| 9488 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | $107M | Q1 2026 | 5/15/2026 | 145 |
| 9489 | Aurelius Capital Management, LP | $107M | Q1 2014 | 5/15/2014 | 4 |
| 9490 | APEIRON CAPITAL Ltd | $107M | Q1 2026 | 4/22/2026 | 13 |
| 9491 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $107M | Q1 2026 | 5/15/2026 | 35 |
| 9492 | LTS Liquid Investments LLC | $107M | Q1 2026 | 4/29/2026 | 7 |
| 9493 | Hardworking Capital Advisors, LLC | $107M | Q1 2026 | 5/8/2026 | 83 |
| 9494 | Explore Capital Management, LLC | $107M | Q1 2026 | 5/12/2026 | 11 |
| 9495 | Cornerstone Advisors, Inc. | $107M | Q2 2014 | 7/29/2014 | 662 |
| 9496 | PERKINS CAPITAL MANAGEMENT INC | $107M | Q1 2026 | 4/23/2026 | 86 |
| 9497 | Emissary Wealth LLC | $107M | Q1 2026 | 5/8/2026 | 54 |
| 9498 | STF Management LP | $107M | Q4 2025 | 2/5/2026 | 101 |
| 9499 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $107M | Q1 2026 | 4/27/2026 | 46 |
| 9500 | CURTIS WEALTH MANAGEMENT LLC | $107M | Q1 2026 | 5/8/2026 | 50 |
| 9501 | Wheels Up Wealth, Inc. | $106M | Q1 2026 | 5/12/2026 | 24 |
| 9502 | Corient IA LLC | $106M | Q1 2026 | 5/14/2026 | 279 |
| 9503 | Lakeshore Capital, LLC | $106M | Q2 2014 | 8/7/2014 | 32 |
| 9504 | AK GLOBAL ASSET MANAGEMENT, LLC | $106M | Q1 2026 | 4/29/2026 | 28 |
| 9505 | Colter Lewis Investment Partners LLC | $106M | Q1 2026 | 5/15/2026 | 111 |
| 9506 | Haven Global Partners, LLC | $106M | Q1 2026 | 5/12/2026 | 8 |
| 9507 | TrustWell Financial Advisors, LLC | $106M | Q1 2026 | 5/7/2026 | 70 |
| 9508 | Mann Financial Group, Inc. | $106M | Q1 2026 | 4/24/2026 | 31 |
| 9509 | Portus Wealth Advisors, LLC | $106M | Q1 2026 | 4/22/2026 | 568 |
| 9510 | Wildcat Capital Management, LLC | $106M | Q1 2026 | 5/1/2026 | 2 |
| 9511 | TANDEMGROWTH FINANCIAL ADVISORS LLC | $106M | Q1 2026 | 5/6/2026 | 22 |
| 9512 | Red Mountain Financial, LLC | $106M | Q1 2026 | 4/28/2026 | 79 |
| 9513 | Opus Financial Solutions LLC | $106M | Q1 2026 | 5/8/2026 | 103 |
| 9514 | Valtrion Capital Management, LLC | $106M | Q1 2026 | 5/15/2026 | 93 |
| 9515 | Midway Capital Research & Management | $106M | Q1 2026 | 4/13/2026 | 117 |
| 9516 | SNOWWATER INVESTMENT PARTNERS, LLC | $106M | Q1 2026 | 5/15/2026 | 89 |
| 9517 | Merrithew & Thorsten Inc | $106M | Q1 2026 | 5/1/2026 | 122 |
| 9518 | Wunderlich Capital Managemnt | $106M | Q1 2014 | 5/13/2014 | 86 |
| 9519 | TOWN LANE MANAGEMENT LP | $106M | Q1 2026 | 5/15/2026 | 4 |
| 9520 | RK Asset Management, LLC | $106M | Q4 2025 | 1/5/2026 | 23 |
| 9521 | ICM ASSET MANAGEMENT INC/WA | $106M | Q2 2014 | 7/24/2014 | 68 |
| 9522 | 3 FACTOR INDEXING, LLC | $106M | Q1 2026 | 5/14/2026 | 453 |
| 9523 | Connecticut Capital Management Group, LLC | $106M | Q1 2026 | 4/10/2026 | 109 |
| 9524 | CONTINENTAL INVESTORS SERVICES, INC. | $106M | Q1 2026 | 5/15/2026 | 81 |
| 9525 | KEMPNER CAPITAL MANAGEMENT INC. | $106M | Q4 2025 | 1/12/2026 | 43 |
| 9526 | PATHWAY WEALTH MANAGEMENT LLC | $106M | Q1 2026 | 5/20/2026 | 30 |
| 9527 | KIDS CAPITAL MANAGEMENT, L.P. | $106M | Q1 2026 | 5/15/2026 | 12 |
| 9528 | Trask Adam Roland | $106M | Q1 2026 | 5/15/2026 | 190 |
| 9529 | Ishara Investments LP | $106M | Q1 2026 | 5/15/2026 | 37 |
| 9530 | LITTLEJOHN & CO LLC | $106M | Q1 2026 | 5/14/2026 | 18 |
| 9531 | Bayhunt Capital LLC | $106M | Q1 2026 | 5/15/2026 | 20 |
| 9532 | Timmons Wealth Management, LLC | $106M | Q1 2026 | 5/11/2026 | 73 |
| 9533 | DARA CAPITAL US, INC. | $105M | Q1 2026 | 4/30/2026 | 119 |
| 9534 | AUCTUS ADVISORS LLC | $105M | Q1 2026 | 4/23/2026 | 29 |
| 9535 | Aldebaran Financial Inc. | $105M | Q1 2026 | 5/14/2026 | 76 |
| 9536 | Wills Financial Group, Inc. | $105M | Q1 2014 | 5/12/2014 | 72 |
| 9537 | Long Oar Global Investors, LLC | $105M | Q1 2014 | 5/15/2014 | 17 |
| 9538 | Sentinel Dome Partners, LLC | $105M | Q1 2026 | 5/15/2026 | 29 |
| 9539 | Helium Advisors LLC | $105M | Q1 2026 | 5/5/2026 | 93 |
| 9540 | NORTHLAND SECURITIES, INC. | $105M | Q1 2026 | 5/4/2026 | 107 |
| 9541 | Safe Harbor Fiduciary, LLC | $105M | Q1 2026 | 5/15/2026 | 56 |
| 9542 | American National Bank of Texas | $105M | Q1 2026 | 4/9/2026 | 57 |
| 9543 | Artesa Financial Group, LLC | $105M | Q1 2026 | 4/21/2026 | 55 |
| 9544 | Expressive Wealth LLC | $105M | Q1 2026 | 5/11/2026 | 130 |
| 9545 | Weaver C. Barksdale & Associates, Inc. | $105M | Q1 2026 | 5/14/2026 | 62 |
| 9546 | OTA Financial Group L.P. | $105M | Q1 2014 | 4/30/2014 | 63 |
| 9547 | PALLADIEM, LLC | $105M | Q1 2026 | 5/6/2026 | 158 |
| 9548 | FELL CAPITAL MANAGEMENT /ADV | $105M | Q1 2026 | 5/4/2026 | 91 |
| 9549 | Signet Private Wealth LLC | $105M | Q1 2026 | 4/29/2026 | 118 |
| 9550 | OLD DOMINION CAPITAL MANAGEMENT INC | $105M | Q2 2014 | 7/28/2014 | 50 |
| 9551 | Waycross Investment Management Co | $105M | Q1 2026 | 4/13/2026 | 44 |
| 9552 | McLaughlin Asset Management, Inc. | $105M | Q1 2026 | 4/29/2026 | 91 |
| 9553 | Parus Finance SA | $105M | Q2 2012 | 6/26/2014 | 27 |
| 9554 | JHP Wealth Management, LLC | $105M | Q1 2026 | 5/14/2026 | 32 |
| 9555 | Guardian Capital, LLC | $105M | Q1 2026 | 5/11/2026 | 81 |
| 9556 | CDM FINANCIAL COUNSELING SERVICES, INC. | $105M | Q1 2026 | 4/14/2026 | 80 |
| 9557 | FORTERIS WEALTH MANAGEMENT INC. | $104M | Q1 2026 | 4/21/2026 | 68 |
| 9558 | HANSEATIC MANAGEMENT SERVICES INC | $104M | Q1 2026 | 5/6/2026 | 80 |
| 9559 | Quadrant Capital Management, LLC | $104M | Q2 2014 | 8/5/2014 | 68 |
| 9560 | ARTIS CAPITAL MANAGEMENT, L.P. | $104M | Q1 2014 | 5/15/2014 | 7 |
| 9561 | Purewater Capital LLC | $104M | Q1 2026 | 5/14/2026 | 68 |
| 9562 | Kilner Capital Advisors, LLC | $104M | Q1 2026 | 5/11/2026 | 18 |
| 9563 | Stonebridge Wealth Management, LLC | $104M | Q1 2026 | 4/16/2026 | 36 |
| 9564 | Cheyne Capital Management (UK) LLP | $104M | Q1 2014 | 5/14/2014 | 59 |
| 9565 | BFI Wealth Solutions, LLC | $104M | Q1 2026 | 5/15/2026 | 75 |
| 9566 | Expect Equity LLC | $104M | Q1 2026 | 5/15/2026 | 48 |
| 9567 | Trailhead Planners LLC | $104M | Q1 2026 | 5/6/2026 | 49 |
| 9568 | Breachway Investments LLC | $104M | Q1 2026 | 4/13/2026 | 96 |
| 9569 | J.M. Arbour, LLC | $104M | Q1 2026 | 4/21/2026 | 119 |
| 9570 | Fiscal Wisdom Wealth Management, LLC | $104M | Q1 2026 | 5/6/2026 | 90 |
| 9571 | Aznar Financial Advisors, LLC | $104M | Q4 2025 | 2/19/2026 | 31 |
| 9572 | Luma Capital S.A. - SPF | $104M | Q1 2026 | 4/10/2026 | 12 |
| 9573 | FinArc Investments, Inc. | $104M | Q1 2026 | 5/20/2026 | 43 |
| 9574 | SYCAMORE PARTNERS MANAGEMENT, L.P. | $104M | Q1 2026 | 5/21/2026 | 1 |
| 9575 | Birchwood Financial Partners, Inc. | $104M | Q1 2026 | 5/5/2026 | 348 |
| 9576 | SCALAR GAUGE MANAGEMENT, LLC | $104M | Q1 2026 | 5/15/2026 | 26 |
| 9577 | OECHSLE INTERNATIONAL ADVISORS, LLC | $104M | Q2 2014 | 7/7/2014 | 5 |
| 9578 | Reality Financial Planning Services, LLC | $104M | Q1 2026 | 4/24/2026 | 20 |
| 9579 | High Point Wealth Management, LLC | $104M | Q1 2026 | 4/8/2026 | 250 |
| 9580 | Fulcrum Equity Management | $103M | Q1 2026 | 4/2/2026 | 127 |
| 9581 | Monetary Solutions, Ltd | $103M | Q1 2026 | 5/1/2026 | 318 |
| 9582 | Ruggiero Investments, Inc. | $103M | Q1 2026 | 5/12/2026 | 78 |
| 9583 | Crescent Sterling, Ltd. | $103M | Q1 2026 | 4/7/2026 | 80 |
| 9584 | Townsend Financial Planning, LLC | $103M | Q1 2026 | 4/28/2026 | 29 |
| 9585 | MY Wealth Management Inc. | $103M | Q1 2026 | 5/1/2026 | 26 |
| 9586 | Dalton Investments, Inc. | $103M | Q1 2026 | 5/12/2026 | 17 |
| 9587 | Safe Harbor Wealth Advisors, LLC | $103M | Q4 2025 | 2/13/2026 | 96 |
| 9588 | SVRN Asset Management, LLC | $103M | Q1 2026 | 5/12/2026 | 37 |
| 9589 | Alan B Lancz & Associates, Inc. | $103M | Q1 2026 | 5/5/2026 | 129 |
| 9590 | Generations Wealth, LLC | $103M | Q1 2026 | 5/5/2026 | 29 |
| 9591 | Rangeley Capital, LLC | $103M | Q1 2026 | 5/15/2026 | 137 |
| 9592 | Envision Financial Transparency, LLC | $103M | Q1 2026 | 5/13/2026 | 56 |
| 9593 | Vavra Capital Management, LLC | $103M | Q1 2026 | 4/27/2026 | 24 |
| 9594 | 1015 Capital Partners, LLC | $103M | Q1 2026 | 5/11/2026 | 597 |
| 9595 | ATLANTIC INVESTMENT Co | $103M | Q1 2014 | 5/13/2014 | 53 |
| 9596 | CASPIAN CAPITAL LP | $103M | Q1 2026 | 5/15/2026 | 9 |
| 9597 | Stoic Point Capital Management LLC | $103M | Q1 2026 | 5/15/2026 | 63 |
| 9598 | Park Capital Management, LLC / WI | $103M | Q1 2026 | 4/15/2026 | 75 |
| 9599 | Olympus Peak Asset Management LP | $103M | Q1 2026 | 5/15/2026 | 1 |
| 9600 | ETF Store, Inc. | $103M | Q1 2026 | 4/30/2026 | 100 |