Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9401 | Perissos Private Wealth Management, LLC | $115M | Q1 2026 | 5/7/2026 | 71 |
| 9402 | SPWM Advisors LLC | $115M | Q1 2026 | 5/14/2026 | 93 |
| 9403 | BLVD Private Wealth, LLC | $115M | Q1 2026 | 4/23/2026 | 64 |
| 9404 | BAYBAN | $115M | Q1 2026 | 4/24/2026 | 671 |
| 9405 | Carter Financial, LLC | $115M | Q1 2026 | 5/13/2026 | 28 |
| 9406 | Potomac Capital Management, Inc. | $115M | Q1 2026 | 5/14/2026 | 67 |
| 9407 | Ativo Capital Management LLC | $115M | Q1 2026 | 5/1/2026 | 55 |
| 9408 | EnTrustPermal Management LLC | $115M | Q1 2014 | 5/15/2014 | 29 |
| 9409 | Investment Advisory Services Group LLC | $115M | Q1 2026 | 4/28/2026 | 29 |
| 9410 | Powerhouse Assets LLC | $115M | Q1 2026 | 4/28/2026 | 55 |
| 9411 | Anabranch Capital Management, LP | $115M | Q1 2026 | 5/15/2026 | 5 |
| 9412 | Palatine Hill Wealth Management, LLC | $115M | Q1 2026 | 5/8/2026 | 48 |
| 9413 | Rubicon Advisors, GP | $115M | Q1 2026 | 5/14/2026 | 76 |
| 9414 | MRP Capital Investments, LLC | $115M | Q1 2026 | 5/14/2026 | 210 |
| 9415 | Dedeker Financial LLC | $115M | Q1 2026 | 4/15/2026 | 50 |
| 9416 | Bey-Douglas LLC | $115M | Q1 2026 | 5/12/2026 | 56 |
| 9417 | CFS, LLC | $115M | Q1 2014 | 5/7/2014 | 123 |
| 9418 | Summerhill Capital Management lnc. | $115M | Q1 2026 | 4/22/2026 | 35 |
| 9419 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $115M | Q1 2026 | 5/1/2026 | 98 |
| 9420 | Antonetti Capital Management LLC | $115M | Q1 2014 | 5/14/2014 | 253 |
| 9421 | Mercato Partners Growth III GP, LLC | $114M | Q4 2025 | 2/17/2026 | 1 |
| 9422 | Kelsey Financial, LLC | $114M | Q1 2026 | 5/6/2026 | 63 |
| 9423 | Kailix Advisors LLC | $114M | Q1 2026 | 4/30/2026 | 10 |
| 9424 | JBGlobal.com LLC | $114M | Q2 2026 | 7/6/2026 | 32 |
| 9425 | Euclidean Technologies Management, LLC | $114M | Q1 2014 | 5/14/2014 | 38 |
| 9426 | Wolfstich Capital, LLC | $114M | Q1 2026 | 4/21/2026 | 45 |
| 9427 | SOPHROSYNE CAPITAL LLC | $114M | Q1 2014 | 5/14/2014 | 78 |
| 9428 | MACNEALY HOOVER INVESTMENT MANAGEMENT INC | $114M | Q2 2014 | 7/23/2014 | 83 |
| 9429 | Seal Cove Capital, LLC | $114M | Q1 2026 | 5/15/2026 | 19 |
| 9430 | Quest 10 Wealth Builders, Inc. | $114M | Q1 2026 | 5/6/2026 | 763 |
| 9431 | Stirlingshire Investments, Inc. | $114M | Q1 2026 | 5/4/2026 | 196 |
| 9432 | MAIMON WEALTH MANAGEMENT LTD. | $114M | Q1 2026 | 5/7/2026 | 77 |
| 9433 | Nitorum Capital, L.P. | $114M | Q1 2026 | 5/15/2026 | 20 |
| 9434 | Weyland Capital Management, LLC | $114M | Q2 2014 | 8/4/2014 | 13 |
| 9435 | CDKV HOLDINGS LLC | $114M | Q1 2026 | 5/1/2026 | 275 |
| 9436 | Barrier Capital Management, LLC | $114M | Q1 2026 | 5/15/2026 | 16 |
| 9437 | CrossGen Wealth, LLC | $114M | Q1 2026 | 4/22/2026 | 200 |
| 9438 | Pension Partners, LLC | $114M | Q2 2014 | 8/1/2014 | 10 |
| 9439 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $114M | Q2 2026 | 7/16/2026 | 44 |
| 9440 | Bristlecone Value Partners, LLC | $114M | Q1 2026 | 5/8/2026 | 68 |
| 9441 | Bosman Wealth Management, LLC | $114M | Q1 2026 | 5/1/2026 | 52 |
| 9442 | GRACE BROTHERS MANAGEMENT LLC | $114M | Q2 2014 | 8/11/2014 | 46 |
| 9443 | IFC & Insurance Marketing, Inc. | $114M | Q2 2026 | 7/9/2026 | 78 |
| 9444 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $114M | Q1 2026 | 5/15/2026 | 133 |
| 9445 | Milestones Private Investment Advisors LLC | $114M | Q1 2026 | 5/4/2026 | 78 |
| 9446 | Q Global Advisors, LLC | $113M | Q1 2026 | 5/15/2026 | 49 |
| 9447 | Tipp Hill Capital Management LLC | $113M | Q2 2014 | 7/23/2014 | 21 |
| 9448 | Eagle Bay Advisors LLC | $113M | Q1 2026 | 4/24/2026 | 127 |
| 9449 | Titan Investment Management LLC | $113M | Q1 2026 | 4/28/2026 | 37 |
| 9450 | IDG China Capital Fund GP III Associates Ltd. | $113M | Q1 2026 | 5/1/2026 | 2 |
| 9451 | Wealth Advisory Team LLC | $113M | Q4 2025 | 2/5/2026 | 39 |
| 9452 | Sherwood Financial Partners, LLC | $113M | Q1 2026 | 5/11/2026 | 8 |
| 9453 | Andina Capital Management, LLC | $113M | Q1 2026 | 4/17/2026 | 119 |
| 9454 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $113M | Q1 2026 | 5/15/2026 | 82 |
| 9455 | MSRH, LLC | $113M | Q1 2026 | 5/11/2026 | 29 |
| 9456 | NORWEST VENTURE PARTNERS VIII LP | $113M | Q2 2014 | 8/11/2014 | 2 |
| 9457 | MATTERS CAPITAL LLC | $113M | Q1 2026 | 5/12/2026 | 64 |
| 9458 | Objective Capital Management, LLC | $113M | Q2 2026 | 7/20/2026 | 103 |
| 9459 | University of Wisconsin Foundation | $113M | Q1 2026 | 5/14/2026 | 10 |
| 9460 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $113M | Q1 2026 | 5/12/2026 | 56 |
| 9461 | TRUSTCO BANK CORP N Y | $113M | Q1 2026 | 5/13/2026 | 71 |
| 9462 | Oath Planning, LLC | $113M | Q1 2026 | 5/8/2026 | 69 |
| 9463 | Momentum Wealth Planning, LLC | $113M | Q1 2026 | 5/7/2026 | 36 |
| 9464 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $113M | Q1 2026 | 5/13/2026 | 82 |
| 9465 | ARGUS INVESTORS' COUNSEL, INC. | $112M | Q1 2026 | 4/28/2026 | 102 |
| 9466 | Veradace Capital Management LLC | $112M | Q1 2026 | 5/14/2026 | 27 |
| 9467 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $112M | Q1 2026 | 5/12/2026 | 38 |
| 9468 | Chicago Capital Management, LLC | $112M | Q2 2026 | 7/22/2026 | 27 |
| 9469 | IFS Group,LLC | $112M | Q1 2026 | 5/18/2026 | 144 |
| 9470 | Trellus Management Company, LLC | $112M | Q1 2014 | 5/14/2014 | 115 |
| 9471 | Parrish Capital LLC | $112M | Q1 2026 | 4/28/2026 | 86 |
| 9472 | HS Investments IV Ltd | $112M | Q2 2026 | 7/20/2026 | 2 |
| 9473 | DIKER MANAGEMENT LLC | $112M | Q1 2026 | 5/15/2026 | 42 |
| 9474 | Luma Capital S.A. - SPF | $112M | Q2 2026 | 7/8/2026 | 12 |
| 9475 | Lyons Wealth Management, LLC. | $112M | Q2 2014 | 8/11/2014 | 78 |
| 9476 | ACTION POINT FINANCIAL PLANNING, LLC | $112M | Q1 2026 | 5/7/2026 | 69 |
| 9477 | EFG Asset Management (Americas) Corp. | $112M | Q2 2014 | 7/30/2014 | 123 |
| 9478 | Graetz Wealth LLC | $112M | Q1 2026 | 4/30/2026 | 80 |
| 9479 | BANTA ASSET MANAGEMENT LP | $112M | Q2 2026 | 7/22/2026 | 20 |
| 9480 | Vitruvian Partners LLP | $112M | Q1 2026 | 5/8/2026 | 7 |
| 9481 | Crescent Sterling, Ltd. | $112M | Q2 2026 | 7/7/2026 | 85 |
| 9482 | Jacobs Equity LLC | $112M | Q1 2026 | 5/14/2026 | 105 |
| 9483 | Stonebridge Wealth Management, LLC | $112M | Q2 2026 | 7/16/2026 | 37 |
| 9484 | Smith Partners Wealth Management, LLC | $112M | Q1 2026 | 5/11/2026 | 76 |
| 9485 | Odyssey Capital Advisors, Inc. | $112M | Q1 2026 | 4/29/2026 | 97 |
| 9486 | Three Bearings Fiduciary Advisors, Inc. | $112M | Q2 2026 | 7/9/2026 | 312 |
| 9487 | RAMSEY QUANTITATIVE SYSTEMS | $112M | Q2 2026 | 7/10/2026 | 60 |
| 9488 | Financial Concepts Unlimited, Inc. | $112M | Q1 2026 | 5/5/2026 | 44 |
| 9489 | LB Partners LLC | $112M | Q1 2026 | 4/24/2026 | 37 |
| 9490 | RCW Management, LLC | $112M | Q2 2026 | 7/21/2026 | 68 |
| 9491 | Vericrest Private Wealth | $111M | Q1 2026 | 5/6/2026 | 39 |
| 9492 | CHIRON CAPITAL MANAGEMENT, LLC | $111M | Q2 2026 | 7/21/2026 | 136 |
| 9493 | EMERGENCE GP PARTNERS, LLC | $111M | Q1 2026 | 5/8/2026 | 4 |
| 9494 | Lime Rock Management LP | $111M | Q1 2014 | 5/15/2014 | 2 |
| 9495 | OBSIDIAN CIO, LLC | $111M | Q1 2026 | 5/11/2026 | 215 |
| 9496 | TRIANGLE PEAK PARTNERS, LP | $111M | Q2 2014 | 8/11/2014 | 38 |
| 9497 | Wagner Wealth Management, Corp | $111M | Q1 2026 | 5/5/2026 | 103 |
| 9498 | Hestia Capital Management, LLC | $111M | Q1 2026 | 5/8/2026 | 17 |
| 9499 | Niles Investment Management, LLC | $111M | Q1 2026 | 5/15/2026 | 25 |
| 9500 | GLP Holdings LLLP | $111M | Q2 2026 | 7/9/2026 | 4 |
| 9501 | Fortitude Financial, LLC | $111M | Q2 2026 | 7/9/2026 | 28 |
| 9502 | Integrity Wealth Partners, LLC | $111M | Q1 2026 | 4/27/2026 | 99 |
| 9503 | Fortune Financial Group, Inc. | $111M | Q1 2026 | 4/23/2026 | 84 |
| 9504 | Putney Financial Group LLC | $111M | Q2 2026 | 7/21/2026 | 78 |
| 9505 | LAU ASSOCIATES LLC | $111M | Q2 2014 | 7/7/2014 | 63 |
| 9506 | Capital Developers, LLC | $111M | Q1 2026 | 5/8/2026 | 52 |
| 9507 | Drystone LLC | $111M | Q1 2026 | 5/6/2026 | 18 |
| 9508 | Highlander Capital Management, LLC | $111M | Q2 2014 | 8/11/2014 | 824 |
| 9509 | J. Mark Nickell & Co. | $111M | Q1 2026 | 5/20/2026 | 32 |
| 9510 | Bolthouse Investments, LLC | $111M | Q1 2026 | 4/28/2026 | 70 |
| 9511 | SHUTTLEWORTH & Co | $111M | Q1 2026 | 5/20/2026 | 52 |
| 9512 | Clarion Wealth Managment Partners, LLC | $110M | Q1 2026 | 5/8/2026 | 84 |
| 9513 | COMERICA SECURITIES INC | $110M | Q2 2014 | 8/11/2014 | 122 |
| 9514 | Minot DeBlois Advisors LLC | $110M | Q1 2026 | 5/8/2026 | 226 |
| 9515 | AWH Capital, L.P. | $110M | Q1 2026 | 5/15/2026 | 20 |
| 9516 | nVerses Capital, LLC | $110M | Q1 2026 | 5/13/2026 | 348 |
| 9517 | Thayer Financial, L.L.C. | $110M | Q2 2026 | 7/8/2026 | 33 |
| 9518 | Orbis Investment Management (U.S.), L.P. | $110M | Q1 2014 | 5/15/2014 | 32 |
| 9519 | WHEATLAND ADVISORS INC | $110M | Q2 2014 | 8/6/2014 | 84 |
| 9520 | Forefront Analytics, LLC | $110M | Q1 2026 | 5/13/2026 | 39 |
| 9521 | Peak XV Partners Operations LLC | $110M | Q1 2026 | 5/15/2026 | 1 |
| 9522 | DECISION INVESTMENTS, INC | $110M | Q2 2026 | 7/13/2026 | 149 |
| 9523 | OakTrust Wealth Advisors, LLC | $110M | Q1 2026 | 4/23/2026 | 68 |
| 9524 | Masterton Capital Management, LP | $110M | Q1 2026 | 5/15/2026 | 19 |
| 9525 | NWM ADVISORS, LLC | $110M | Q1 2026 | 5/13/2026 | 23 |
| 9526 | New Mountain Capital, L.L.C. | $110M | Q1 2026 | 5/13/2026 | 1 |
| 9527 | Bond Capital Management, LP | $110M | Q1 2026 | 5/11/2026 | 4 |
| 9528 | Beryl Capital Management LLC | $110M | Q1 2026 | 5/15/2026 | 9 |
| 9529 | S Harris Financial Group, LLC | $110M | Q1 2026 | 4/21/2026 | 107 |
| 9530 | Heronetta Management, L.P. | $110M | Q1 2026 | 5/1/2026 | 16 |
| 9531 | Q Fund Management (Hong Kong) Ltd | $110M | Q2 2026 | 7/21/2026 | 26 |
| 9532 | Horan Capital Advisors, LLC. | $109M | Q2 2014 | 7/16/2014 | 65 |
| 9533 | Canaan Partners VII LLC | $109M | Q4 2013 | 2/14/2014 | 3 |
| 9534 | Directional Asset Management | $109M | Q1 2026 | 4/27/2026 | 90 |
| 9535 | Searchlight Capital Partners, L.P. | $109M | Q1 2026 | 5/15/2026 | 2 |
| 9536 | Bretton Capital Management, LLC | $109M | Q1 2026 | 5/4/2026 | 18 |
| 9537 | KDK Private Wealth Management, LLC | $109M | Q1 2026 | 4/29/2026 | 60 |
| 9538 | Sensenig Capital Advisors, Inc | $109M | Q2 2026 | 7/17/2026 | 36 |
| 9539 | Paradigm Capital Management, LLC/NV | $109M | Q1 2026 | 5/5/2026 | 59 |
| 9540 | Madison Scottsdale, LC | $109M | Q4 2013 | 2/12/2014 | 25 |
| 9541 | Torrey-Payne Wealth Management, LLC | $109M | Q1 2026 | 5/5/2026 | 40 |
| 9542 | Elevation Wealth Management LLC | $109M | Q1 2026 | 5/11/2026 | 137 |
| 9543 | Cornerstone Financial Management LLC | $109M | Q1 2026 | 5/8/2026 | 1,311 |
| 9544 | Simcoe Capital LLC | $109M | Q1 2026 | 5/8/2026 | 31 |
| 9545 | JS Capital Management LLC | $109M | Q1 2026 | 5/15/2026 | 1 |
| 9546 | WealthSpring Partners, LLC | $109M | Q1 2026 | 4/20/2026 | 72 |
| 9547 | PeakShares LLC | $109M | Q1 2026 | 5/5/2026 | 116 |
| 9548 | Payne Capital LLC | $109M | Q1 2026 | 4/20/2026 | 55 |
| 9549 | Drum Hill Capital, LLC | $109M | Q1 2026 | 4/20/2026 | 46 |
| 9550 | Kassira Wealth Management LLC | $109M | Q1 2026 | 4/30/2026 | 59 |
| 9551 | TradeLink Global Equity LLC | $109M | Q2 2014 | 7/31/2014 | 341 |
| 9552 | Board of the Pension Protection Fund | $109M | Q1 2026 | 4/27/2026 | 156 |
| 9553 | Sherman Asset Management, Inc. | $109M | Q1 2026 | 5/5/2026 | 154 |
| 9554 | TABR Capital Management, LLC | $109M | Q1 2026 | 4/27/2026 | 54 |
| 9555 | KITCHING PARTNERS, LLC | $109M | Q1 2026 | 5/6/2026 | 40 |
| 9556 | H Squared Management LP | $109M | Q1 2026 | 5/14/2026 | 14 |
| 9557 | PMG Family Office LLC | $109M | Q2 2026 | 7/16/2026 | 114 |
| 9558 | Finhabits Advisors LLC | $108M | Q1 2026 | 5/6/2026 | 15 |
| 9559 | Yanni & Associates Investment Advisors, LLC | $108M | Q2 2026 | 7/8/2026 | 34 |
| 9560 | Mission Financial Group, LLC | $108M | Q1 2025 | 5/12/2026 | 146 |
| 9561 | Prospect Financial Group LLC | $108M | Q1 2026 | 5/5/2026 | 63 |
| 9562 | Unify Financial Advisors | $108M | Q2 2026 | 7/21/2026 | 90 |
| 9563 | Broyhill Asset Management, LLC | $108M | Q1 2026 | 5/6/2026 | 74 |
| 9564 | North Forty Two & Co. | $108M | Q1 2026 | 4/21/2026 | 97 |
| 9565 | Cypress Capital Management LLC (WY) | $108M | Q1 2026 | 5/8/2026 | 205 |
| 9566 | Vanguard Capital Wealth Advisors | $108M | Q1 2026 | 4/21/2026 | 120 |
| 9567 | Green Court Capital Management Ltd | $108M | Q1 2026 | 5/11/2026 | 5 |
| 9568 | PARK CIRCLE Co | $108M | Q1 2026 | 5/14/2026 | 51 |
| 9569 | Covenant Multifamily Offices, LLC | $108M | Q2 2014 | 8/11/2014 | 26 |
| 9570 | Investors Portfolio Services LLC | $108M | Q1 2026 | 5/14/2026 | 702 |
| 9571 | Heights Point Management, LP | $108M | Q1 2026 | 5/15/2026 | 21 |
| 9572 | SFAM, LLC | $108M | Q1 2026 | 5/4/2026 | 269 |
| 9573 | VERUS WEALTH MANAGEMENT, LLC | $108M | Q1 2026 | 4/24/2026 | 49 |
| 9574 | Cooperatieve Rabobank U.A. | $108M | Q1 2014 | 5/15/2014 | 80 |
| 9575 | SCHNIEDERS CAPITAL MANAGEMENT LLC | $108M | Q1 2014 | 5/15/2014 | 111 |
| 9576 | Bannerstone Capital Management, LLC | $108M | Q1 2026 | 5/11/2026 | 97 |
| 9577 | Central Asset Investments & Management Holdings (HK) Ltd | $108M | Q1 2026 | 5/8/2026 | 24 |
| 9578 | Ursa Fund Management, LLC | $108M | Q1 2026 | 5/15/2026 | 20 |
| 9579 | Bedminster, LLC | $107M | Q1 2026 | 4/24/2026 | 53 |
| 9580 | Retireful, LLC | $107M | Q2 2026 | 7/22/2026 | 81 |
| 9581 | Intentional Wealth Strategies, LLC | $107M | Q1 2026 | 5/5/2026 | 942 |
| 9582 | ENDEX CAPITAL MANAGEMENT LLC | $107M | Q4 2013 | 2/14/2014 | 322 |
| 9583 | Crossvault Capital Management LLC | $107M | Q2 2014 | 7/15/2014 | 59 |
| 9584 | Accuvest Global Advisors | $107M | Q1 2026 | 5/8/2026 | 57 |
| 9585 | ELM ADVISORS, LLC | $107M | Q2 2014 | 7/9/2014 | 74 |
| 9586 | LRT Capital Management, LLC | $107M | Q1 2026 | 5/15/2026 | 90 |
| 9587 | SkyKnight Capital, L.P. | $107M | Q1 2026 | 5/13/2026 | 3 |
| 9588 | Elevation Advisory Partners LLC | $107M | Q1 2026 | 5/8/2026 | 97 |
| 9589 | BRC-Global BAH Investments Ltd. | $107M | Q1 2026 | 4/29/2026 | 1 |
| 9590 | Page Arthur B | $107M | Q2 2014 | 7/23/2014 | 82 |
| 9591 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | $107M | Q1 2026 | 5/15/2026 | 145 |
| 9592 | Aurelius Capital Management, LP | $107M | Q1 2014 | 5/15/2014 | 4 |
| 9593 | APEIRON CAPITAL Ltd | $107M | Q1 2026 | 4/22/2026 | 13 |
| 9594 | Tortuga Wealth Management, Inc | $107M | Q1 2026 | 7/17/2026 | 119 |
| 9595 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $107M | Q1 2026 | 5/15/2026 | 35 |
| 9596 | Hardworking Capital Advisors, LLC | $107M | Q1 2026 | 5/8/2026 | 83 |
| 9597 | Explore Capital Management, LLC | $107M | Q1 2026 | 5/12/2026 | 11 |
| 9598 | Cornerstone Advisors, Inc. | $107M | Q2 2014 | 7/29/2014 | 662 |
| 9599 | PERKINS CAPITAL MANAGEMENT INC | $107M | Q1 2026 | 4/23/2026 | 86 |
| 9600 | Emissary Wealth LLC | $107M | Q1 2026 | 5/8/2026 | 54 |