Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9401 | TenCore Partners, LP | $128M | Q2 2026 | 8/12/2026 | 15 |
| 9402 | Safe Harbor Fiduciary, LLC | $128M | Q2 2026 | 8/14/2026 | 61 |
| 9403 | Ridgemont Partners Management, LLC | $128M | Q2 2014 | 7/11/2014 | 4 |
| 9404 | TigerShark Management, LLC | $128M | Q2 2014 | 7/21/2014 | 57 |
| 9405 | TT Capital Management LLC | $128M | Q2 2026 | 8/4/2026 | 77 |
| 9406 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $128M | Q2 2026 | 7/24/2026 | 154 |
| 9407 | Kennon-Green & Company, LLC | $128M | Q2 2026 | 8/6/2026 | 41 |
| 9408 | MILFAM LLC | $128M | Q2 2026 | 7/22/2026 | 12 |
| 9409 | Journey Beyond Wealth, LLC | $128M | Q2 2026 | 8/5/2026 | 30 |
| 9410 | CDKV HOLDINGS LLC | $128M | Q2 2026 | 7/30/2026 | 276 |
| 9411 | BENNICAS & ASSOCIATES, INC. | $128M | Q2 2014 | 7/15/2014 | 82 |
| 9412 | Brooklands Fund Management Ltd | $128M | Q2 2026 | 8/11/2026 | 46 |
| 9413 | Makaira Partners LLC | $128M | Q4 2025 | 2/11/2026 | 11 |
| 9414 | Lord & Richards Wealth Management, LLC | $128M | Q2 2026 | 7/21/2026 | 49 |
| 9415 | Fortune Financial Group, Inc. | $128M | Q2 2026 | 7/24/2026 | 119 |
| 9416 | SkyView Investment Advisors, LLC | $128M | Q2 2026 | 9/14/2026 | 278 |
| 9417 | C2C Wealth Management, LLC | $128M | Q2 2026 | 7/9/2026 | 95 |
| 9418 | CONTINENTAL INVESTORS SERVICES, INC. | $128M | Q2 2026 | 8/13/2026 | 81 |
| 9419 | Parametrica Management Ltd | $128M | Q2 2026 | 8/12/2026 | 20 |
| 9420 | New York University | $128M | Q2 2026 | 7/17/2026 | 1 |
| 9421 | Financial Concepts Unlimited, Inc. | $128M | Q2 2026 | 8/6/2026 | 44 |
| 9422 | Twin Lions Management LLC | $128M | Q2 2026 | 8/14/2026 | 9 |
| 9423 | Three Peaks Capital Management, LLC | $128M | Q1 2014 | 5/13/2014 | 71 |
| 9424 | Risk Paradigm Group, LLC | $128M | Q2 2026 | 8/5/2026 | 57 |
| 9425 | Osbon Capital Management LLC | $127M | Q2 2026 | 8/13/2026 | 427 |
| 9426 | Parvin Asset Management, LLC | $127M | Q2 2026 | 8/14/2026 | 320 |
| 9427 | FARLEY CAPITAL L.P. | $127M | Q2 2026 | 8/6/2026 | 15 |
| 9428 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $127M | Q2 2026 | 8/11/2026 | 135 |
| 9429 | KIDS CAPITAL MANAGEMENT, L.P. | $127M | Q2 2026 | 8/14/2026 | 12 |
| 9430 | M Wealth Management, LLC | $127M | Q2 2026 | 7/27/2026 | 57 |
| 9431 | RAYNER & HAYNOR | $127M | Q1 2014 | 4/11/2014 | 89 |
| 9432 | Alta Partners Management Company, L.P. | $127M | Q2 2026 | 7/22/2026 | 2 |
| 9433 | Fairman Group, LLC | $127M | Q2 2026 | 8/4/2026 | 332 |
| 9434 | Dauntless Investment Group, LLC | $127M | Q2 2026 | 8/13/2026 | 73 |
| 9435 | Roger Wittlin Investment Advisory, LLC | $127M | Q2 2026 | 7/17/2026 | 43 |
| 9436 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $127M | Q2 2026 | 7/22/2026 | 65 |
| 9437 | Canaan Partners XI LLC | $127M | Q2 2026 | 7/20/2026 | 3 |
| 9438 | Long Wharf Investors, Inc. | $127M | Q2 2014 | 8/4/2014 | 145 |
| 9439 | TREES INVESTMENT COUNSEL LLC | $127M | Q2 2014 | 7/23/2014 | 57 |
| 9440 | Smith Asset Management Co., LLC | $127M | Q2 2026 | 7/14/2026 | 70 |
| 9441 | NWM ADVISORS, LLC | $127M | Q2 2026 | 8/28/2026 | 23 |
| 9442 | COLUMBIA CAPITAL LLC | $127M | Q2 2014 | 7/16/2014 | 77 |
| 9443 | Topor & Co. Korea | $127M | Q2 2026 | 7/8/2026 | 19 |
| 9444 | North Horizon Holdings Inc. | $127M | Q2 2026 | 7/31/2026 | 1 |
| 9445 | INTEGRATED WEALTH COUNSEL, LLC | $127M | Q1 2014 | 5/19/2014 | 165 |
| 9446 | D. SCOTT NEAL, INC. | $127M | Q2 2014 | 7/8/2014 | 34 |
| 9447 | Capital CS Group, LLC | $127M | Q2 2026 | 8/12/2026 | 72 |
| 9448 | Leo H. Evart, Inc. | $127M | Q2 2026 | 8/17/2026 | 295 |
| 9449 | Spectrum Advisors, Inc. | $127M | Q1 2026 | 9/11/2026 | 50 |
| 9450 | PRAGMA GESTAO DE PATRIMONIO LTD | $127M | Q2 2026 | 8/13/2026 | 16 |
| 9451 | NewFocus Financial Group, LLC | $127M | Q2 2014 | 7/23/2014 | 46 |
| 9452 | Frankly Finances, LLC | $127M | Q2 2026 | 7/15/2026 | 90 |
| 9453 | Virtus Family Office LLC | $126M | Q2 2026 | 8/3/2026 | 62 |
| 9454 | Roxbury Financial LLC | $126M | Q2 2026 | 7/1/2026 | 410 |
| 9455 | Lubar & Co., Inc | $126M | Q2 2026 | 7/28/2026 | 3 |
| 9456 | York GP, Ltd. | $126M | Q2 2026 | 7/22/2026 | 3 |
| 9457 | DRH Investments, Inc. | $126M | Q2 2026 | 8/14/2026 | 20 |
| 9458 | University of Wisconsin Foundation | $126M | Q2 2026 | 8/14/2026 | 9 |
| 9459 | MeadowBrook Investment Advisors LLC | $126M | Q2 2026 | 7/20/2026 | 196 |
| 9460 | NS Advisors, LLC | $126M | Q1 2014 | 5/15/2014 | 14 |
| 9461 | Sandell Investment Services LLC | $126M | Q1 2014 | 5/1/2014 | 21 |
| 9462 | Brandywine Asset Management, Inc. | $126M | Q1 2026 | 4/22/2026 | 14 |
| 9463 | Tenere Capital LLC | $126M | Q2 2026 | 8/14/2026 | 23 |
| 9464 | SHEPHERD KAPLAN KROCHUK, LLC | $126M | Q2 2026 | 8/14/2026 | 62 |
| 9465 | Midway Capital Research & Management | $126M | Q2 2026 | 7/13/2026 | 114 |
| 9466 | Clio Asset Management LLC | $126M | Q2 2026 | 7/23/2026 | 15 |
| 9467 | Smith Partners Wealth Management, LLC | $126M | Q2 2026 | 8/10/2026 | 73 |
| 9468 | Heights Point Management, LP | $126M | Q2 2026 | 8/14/2026 | 21 |
| 9469 | Milestones Private Investment Advisors LLC | $126M | Q2 2026 | 7/24/2026 | 77 |
| 9470 | Katamaran Capital LLP | $126M | Q2 2026 | 7/21/2026 | 36 |
| 9471 | Signet Private Wealth LLC | $125M | Q2 2026 | 8/6/2026 | 127 |
| 9472 | Graetz Wealth LLC | $125M | Q2 2026 | 8/13/2026 | 84 |
| 9473 | J. Mark Nickell & Co. | $125M | Q2 2026 | 8/11/2026 | 30 |
| 9474 | Bretton Capital Management, LLC | $125M | Q2 2026 | 8/12/2026 | 20 |
| 9475 | Boyle Capital Management, L.L.C. | $125M | Q2 2014 | 7/18/2014 | 24 |
| 9476 | Summerhill Capital Management lnc. | $125M | Q2 2026 | 8/4/2026 | 18 |
| 9477 | Alamea Verwaltungs GmbH | $125M | Q2 2026 | 8/13/2026 | 73 |
| 9478 | EMG Holdings, L.P. | $125M | Q2 2026 | 8/14/2026 | 21 |
| 9479 | E6 Portfolios, LLC | $125M | Q2 2026 | 8/10/2026 | 97 |
| 9480 | O'Domhnaill Enterprises, Inc. | $125M | Q2 2026 | 7/30/2026 | 61 |
| 9481 | Index Technologies Group LLC | $125M | Q2 2026 | 8/14/2026 | 275 |
| 9482 | SHUTTLEWORTH & Co | $125M | Q2 2026 | 8/5/2026 | 51 |
| 9483 | Barnes Dennig Private Wealth Management LLC | $125M | Q2 2026 | 7/15/2026 | 365 |
| 9484 | Forty4 Asset Management LLC | $125M | Q1 2014 | 5/8/2014 | 83 |
| 9485 | Dougherty & Associates, LLC | $125M | Q2 2026 | 7/16/2026 | 52 |
| 9486 | Yunqi Capital Ltd | $125M | Q2 2026 | 8/5/2026 | 4 |
| 9487 | Broussard Financial Group LLC | $125M | Q2 2026 | 7/27/2026 | 35 |
| 9488 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $125M | Q2 2026 | 8/6/2026 | 93 |
| 9489 | DAG Ventures, LLC | $125M | Q2 2026 | 8/11/2026 | 3 |
| 9490 | Tillar-Wenstrup Advisors, LLC | $125M | Q2 2014 | 7/21/2014 | 47 |
| 9491 | Cornerstone Financial Management LLC | $125M | Q2 2026 | 8/28/2026 | 1,471 |
| 9492 | Kassira Wealth Management LLC | $125M | Q2 2026 | 8/7/2026 | 64 |
| 9493 | Cauble & Harre Wealth Management, Inc. | $125M | Q2 2026 | 8/11/2026 | 72 |
| 9494 | Box Hill Private Wealth LLC | $125M | Q2 2026 | 7/2/2026 | 67 |
| 9495 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | $125M | Q1 2014 | 5/15/2014 | 4 |
| 9496 | Kennebec Savings Bank | $125M | Q2 2026 | 7/13/2026 | 284 |
| 9497 | Canandaigua National Trust Co of Florida | $125M | Q1 2026 | 4/8/2026 | 108 |
| 9498 | Essential Investment Partners LLC | $125M | Q2 2026 | 7/15/2026 | 312 |
| 9499 | Haven Capital Group, Inc. | $125M | Q2 2026 | 8/14/2026 | 37 |
| 9500 | 14B Captial Management LP | $124M | Q4 2025 | 2/17/2026 | 18 |
| 9501 | Platt Wealth Management LLC | $124M | Q2 2026 | 7/31/2026 | 57 |
| 9502 | Open Field Capital LLC | $124M | Q2 2014 | 7/21/2014 | 37 |
| 9503 | Round Table Services, LLC | $124M | Q2 2014 | 8/8/2014 | 51 |
| 9504 | Bristlecone Value Partners, LLC | $124M | Q2 2026 | 8/13/2026 | 70 |
| 9505 | Miller Financial Services LLC | $124M | Q2 2026 | 7/29/2026 | 142 |
| 9506 | EDMP, INC. | $124M | Q2 2026 | 7/29/2026 | 70 |
| 9507 | Sherwood Financial Partners, LLC | $124M | Q2 2026 | 8/12/2026 | 8 |
| 9508 | Palatine Hill Wealth Management, LLC | $124M | Q2 2026 | 8/7/2026 | 55 |
| 9509 | Concorde Financial Corp | $124M | Q2 2026 | 8/14/2026 | 26 |
| 9510 | Prospect Financial Group LLC | $124M | Q2 2026 | 8/6/2026 | 70 |
| 9511 | Connecticut Capital Management Group, LLC | $124M | Q2 2026 | 7/17/2026 | 129 |
| 9512 | Opus Financial Solutions LLC | $124M | Q2 2026 | 7/24/2026 | 111 |
| 9513 | Burnham & Co LLC | $124M | Q2 2026 | 8/11/2026 | 197 |
| 9514 | CONQUIS FINANCIAL LLC | $124M | Q2 2026 | 8/13/2026 | 54 |
| 9515 | Robocap Asset Management Ltd | $124M | Q2 2026 | 7/22/2026 | 22 |
| 9516 | Corps Capital Advisors, LLC | $124M | Q2 2026 | 7/22/2026 | 99 |
| 9517 | Clarion Wealth Managment Partners, LLC | $124M | Q2 2026 | 8/12/2026 | 87 |
| 9518 | Cria, Inc. | $124M | Q2 2026 | 8/14/2026 | 2 |
| 9519 | Detwiler Fenton Investment Management LLC | $124M | Q2 2014 | 8/7/2014 | 100 |
| 9520 | Wagner Wealth Management, Corp | $124M | Q2 2026 | 8/10/2026 | 101 |
| 9521 | FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. | $124M | Q2 2026 | 8/14/2026 | 5 |
| 9522 | Infinity Wealth Counsel, LLC | $124M | Q2 2026 | 7/9/2026 | 65 |
| 9523 | DB Fitzpatrick & Co, Inc | $124M | Q2 2026 | 7/16/2026 | 100 |
| 9524 | AG Asset Advisory, LLC | $124M | Q2 2026 | 8/3/2026 | 28 |
| 9525 | LEGACY SOLUTIONS, LLC | $124M | Q2 2026 | 7/6/2026 | 88 |
| 9526 | Niles Investment Management, LLC | $123M | Q2 2026 | 8/14/2026 | 19 |
| 9527 | City Center Advisors, LLC | $123M | Q2 2026 | 7/6/2026 | 170 |
| 9528 | Wealth Care LLC | $123M | Q2 2026 | 7/15/2026 | 73 |
| 9529 | Bolthouse Investments, LLC | $123M | Q2 2026 | 8/11/2026 | 86 |
| 9530 | Scientech Research LLC | $123M | Q2 2026 | 8/14/2026 | 224 |
| 9531 | ATLas Financial Planning LLC | $123M | Q2 2026 | 7/22/2026 | 69 |
| 9532 | PANTHERA INVESTMENT GmbH | $123M | Q1 2014 | 5/15/2014 | 45 |
| 9533 | Aldebaran Financial Inc. | $123M | Q2 2026 | 8/13/2026 | 82 |
| 9534 | Tradeworx Inc. | $123M | Q2 2014 | 7/10/2014 | 317 |
| 9535 | Wealth Advisory Team LLC | $123M | Q2 2026 | 7/23/2026 | 39 |
| 9536 | NATIONAL INVESTMENT SERVICES INC /WI | $123M | Q2 2014 | 7/22/2014 | 48 |
| 9537 | Powerhouse Assets LLC | $123M | Q2 2026 | 7/23/2026 | 57 |
| 9538 | Alamut Investment Management LLP | $123M | Q2 2026 | 8/14/2026 | 3 |
| 9539 | Polaris Venture Management Co. V, L.L.C. | $123M | Q2 2014 | 8/11/2014 | 5 |
| 9540 | Benchmark Financial, LLC | $123M | Q2 2026 | 7/21/2026 | 54 |
| 9541 | LBA Wealth Management, LLC | $123M | Q2 2014 | 7/24/2014 | 273 |
| 9542 | Fairlight Advisors | $123M | Q2 2026 | 7/24/2026 | 30 |
| 9543 | AMERICAN ASSET MANAGEMENT INC. | $123M | Q2 2026 | 7/21/2026 | 33 |
| 9544 | SFAM, LLC | $123M | Q2 2026 | 8/13/2026 | 262 |
| 9545 | Quality Growth Management, Inc. | $122M | Q1 2014 | 6/5/2014 | 22 |
| 9546 | Walsh & Associates, LLC | $122M | Q2 2026 | 7/21/2026 | 245 |
| 9547 | Polaris Venture Management Co IV LLC | $122M | Q2 2014 | 8/11/2014 | 3 |
| 9548 | PEAR TREE ADVISORS INC | $122M | Q1 2014 | 5/6/2014 | 48 |
| 9549 | Curat Global, LLC | $122M | Q2 2026 | 7/22/2026 | 251 |
| 9550 | Hardworking Capital Advisors, LLC | $122M | Q2 2026 | 8/3/2026 | 84 |
| 9551 | WORLDLY PARTNERS MANAGEMENT, LLC | $122M | Q2 2026 | 8/7/2026 | 3 |
| 9552 | TANDEMGROWTH FINANCIAL ADVISORS LLC | $122M | Q2 2026 | 8/5/2026 | 27 |
| 9553 | PIERSHALE FINANCIAL GROUP, INC. | $122M | Q2 2014 | 7/17/2014 | 193 |
| 9554 | Birchwood Financial Partners, Inc. | $122M | Q2 2026 | 8/6/2026 | 352 |
| 9555 | Guardian Capital, LLC | $122M | Q2 2026 | 8/7/2026 | 79 |
| 9556 | High Point Wealth Management, LLC | $122M | Q2 2026 | 7/20/2026 | 250 |
| 9557 | FORTERIS WEALTH MANAGEMENT INC. | $122M | Q2 2026 | 7/21/2026 | 69 |
| 9558 | Wall Capital Group, Inc. | $122M | Q2 2026 | 7/24/2026 | 30 |
| 9559 | WFA of San Diego, LLC | $122M | Q2 2026 | 8/14/2026 | 94 |
| 9560 | Cooke Wealth Management, LLC | $122M | Q2 2026 | 7/16/2026 | 39 |
| 9561 | JHP Wealth Management, LLC | $122M | Q2 2026 | 7/30/2026 | 40 |
| 9562 | Coral Wealth Management, LLC | $122M | Q2 2026 | 8/4/2026 | 17 |
| 9563 | Financial Management, Inc. | $122M | Q2 2026 | 8/12/2026 | 46 |
| 9564 | HICKS CAPITAL MANAGEMENT LLC | $122M | Q2 2026 | 7/23/2026 | 39 |
| 9565 | Moneda S.A. Administradora General de Fondos | $122M | Q2 2026 | 8/14/2026 | 31 |
| 9566 | Vines Capital Management, LLC | $122M | Q2 2026 | 8/14/2026 | 90 |
| 9567 | Clientfirst Wealth Management, LLC | $122M | Q2 2026 | 7/30/2026 | 53 |
| 9568 | Greenline Wealth Management LLC | $122M | Q2 2026 | 7/23/2026 | 131 |
| 9569 | Drystone LLC | $122M | Q2 2026 | 7/24/2026 | 18 |
| 9570 | Torrey-Payne Wealth Management, LLC | $122M | Q2 2026 | 7/23/2026 | 39 |
| 9571 | Institutional Venture Management XV, LLC | $122M | Q2 2026 | 8/14/2026 | 3 |
| 9572 | CWH Capital Management, Inc. | $121M | Q1 2014 | 5/2/2014 | 43 |
| 9573 | Portus Wealth Advisors, LLC | $121M | Q2 2026 | 7/21/2026 | 50 |
| 9574 | CFO CAPITAL MANAGEMENT LLC | $121M | Q1 2026 | 5/4/2026 | 104 |
| 9575 | Pandowealth. LLC | $121M | Q2 2026 | 8/19/2026 | 18 |
| 9576 | Alexander Randolph Advisory, Inc. | $121M | Q2 2026 | 8/5/2026 | 41 |
| 9577 | Dala Group, LLC | $121M | Q2 2026 | 8/10/2026 | 68 |
| 9578 | VERUS WEALTH MANAGEMENT, LLC | $121M | Q2 2026 | 7/30/2026 | 57 |
| 9579 | Chapman Investment Management, LLC | $121M | Q2 2026 | 7/22/2026 | 27 |
| 9580 | Dunvegan Associates, Inc. | $121M | Q4 2013 | 2/21/2014 | 70 |
| 9581 | Fernwood Investment Management, LLC | $121M | Q2 2014 | 7/31/2014 | 113 |
| 9582 | Emrys Partners, L.P. | $121M | Q1 2014 | 5/15/2014 | 27 |
| 9583 | KeyPoint Capital Management, LLC | $121M | Q1 2014 | 4/25/2014 | 20 |
| 9584 | Worthington Financial Partners, LLC | $121M | Q2 2026 | 7/21/2026 | 99 |
| 9585 | Miller Global Investments, LLC | $121M | Q2 2026 | 7/1/2026 | 295 |
| 9586 | Altalis Capital Management LLC | $121M | Q1 2014 | 5/15/2014 | 20 |
| 9587 | Stoic Point Capital Management LLC | $121M | Q2 2026 | 8/14/2026 | 69 |
| 9588 | Roan Capital Partners | $121M | Q2 2026 | 7/8/2026 | 78 |
| 9589 | KDK Private Wealth Management, LLC | $121M | Q2 2026 | 8/12/2026 | 57 |
| 9590 | Mission Financial Group, LLC | $121M | Q2 2026 | 8/12/2026 | 158 |
| 9591 | Viaable, LLC | $121M | Q2 2026 | 8/14/2026 | 36 |
| 9592 | NDVR, Inc. | $121M | Q4 2025 | 2/12/2026 | 121 |
| 9593 | Morangie Management LLC | $120M | Q2 2026 | 7/16/2026 | 34 |
| 9594 | Helium Advisors LLC | $120M | Q2 2026 | 8/11/2026 | 107 |
| 9595 | Mirabaud Asset Management Ltd | $120M | Q2 2026 | 8/12/2026 | 49 |
| 9596 | RHL GROUP, LLC | $120M | Q2 2026 | 8/3/2026 | 271 |
| 9597 | New Century Advisors, LLC | $120M | Q2 2014 | 7/31/2014 | 40 |
| 9598 | Blom & Howell Financial Planning, Inc. | $120M | Q2 2026 | 8/4/2026 | 67 |
| 9599 | Payne Capital LLC | $120M | Q2 2026 | 8/11/2026 | 59 |
| 9600 | Blue Line Capital, LLC / IL | $120M | Q2 2026 | 7/30/2026 | 92 |