Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9601 | Wunderlich Capital Managemnt | $106M | Q1 2014 | 5/13/2014 | 86 |
| 9602 | TOWN LANE MANAGEMENT LP | $106M | Q1 2026 | 5/15/2026 | 4 |
| 9603 | RK Asset Management, LLC | $106M | Q4 2025 | 1/5/2026 | 23 |
| 9604 | ICM ASSET MANAGEMENT INC/WA | $106M | Q2 2014 | 7/24/2014 | 68 |
| 9605 | CONTINENTAL INVESTORS SERVICES, INC. | $106M | Q1 2026 | 5/15/2026 | 81 |
| 9606 | KEMPNER CAPITAL MANAGEMENT INC. | $106M | Q4 2025 | 1/12/2026 | 43 |
| 9607 | KIDS CAPITAL MANAGEMENT, L.P. | $106M | Q1 2026 | 5/15/2026 | 12 |
| 9608 | Trask Adam Roland | $106M | Q1 2026 | 5/15/2026 | 190 |
| 9609 | Ishara Investments LP | $106M | Q1 2026 | 5/15/2026 | 37 |
| 9610 | LITTLEJOHN & CO LLC | $106M | Q1 2026 | 5/14/2026 | 18 |
| 9611 | Bayhunt Capital LLC | $106M | Q1 2026 | 5/15/2026 | 20 |
| 9612 | Timmons Wealth Management, LLC | $106M | Q1 2026 | 5/11/2026 | 73 |
| 9613 | DARA CAPITAL US, INC. | $105M | Q1 2026 | 4/30/2026 | 119 |
| 9614 | AUCTUS ADVISORS LLC | $105M | Q1 2026 | 4/23/2026 | 29 |
| 9615 | Aldebaran Financial Inc. | $105M | Q1 2026 | 5/14/2026 | 76 |
| 9616 | Wills Financial Group, Inc. | $105M | Q1 2014 | 5/12/2014 | 72 |
| 9617 | Long Oar Global Investors, LLC | $105M | Q1 2014 | 5/15/2014 | 17 |
| 9618 | Sentinel Dome Partners, LLC | $105M | Q1 2026 | 5/15/2026 | 29 |
| 9619 | Helium Advisors LLC | $105M | Q1 2026 | 5/5/2026 | 93 |
| 9620 | ALPHA CAPITAL ADVISORS INC /ADV | $105M | Q1 2026 | 5/27/2026 | 32 |
| 9621 | NORTHLAND SECURITIES, INC. | $105M | Q1 2026 | 5/4/2026 | 107 |
| 9622 | Safe Harbor Fiduciary, LLC | $105M | Q1 2026 | 5/15/2026 | 56 |
| 9623 | American National Bank of Texas | $105M | Q1 2026 | 4/9/2026 | 57 |
| 9624 | Artesa Financial Group, LLC | $105M | Q1 2026 | 4/21/2026 | 55 |
| 9625 | Expressive Wealth LLC | $105M | Q1 2026 | 5/11/2026 | 130 |
| 9626 | Weaver C. Barksdale & Associates, Inc. | $105M | Q1 2026 | 5/14/2026 | 62 |
| 9627 | OTA Financial Group L.P. | $105M | Q1 2014 | 4/30/2014 | 63 |
| 9628 | PALLADIEM, LLC | $105M | Q1 2026 | 5/6/2026 | 158 |
| 9629 | FELL CAPITAL MANAGEMENT /ADV | $105M | Q1 2026 | 5/4/2026 | 91 |
| 9630 | Signet Private Wealth LLC | $105M | Q1 2026 | 4/29/2026 | 118 |
| 9631 | OLD DOMINION CAPITAL MANAGEMENT INC | $105M | Q2 2014 | 7/28/2014 | 50 |
| 9632 | McLaughlin Asset Management, Inc. | $105M | Q1 2026 | 4/29/2026 | 91 |
| 9633 | Parus Finance SA | $105M | Q2 2012 | 6/26/2014 | 27 |
| 9634 | JHP Wealth Management, LLC | $105M | Q1 2026 | 5/14/2026 | 32 |
| 9635 | Guardian Capital, LLC | $105M | Q1 2026 | 5/11/2026 | 81 |
| 9636 | FORTERIS WEALTH MANAGEMENT INC. | $104M | Q1 2026 | 4/21/2026 | 68 |
| 9637 | HANSEATIC MANAGEMENT SERVICES INC | $104M | Q1 2026 | 5/6/2026 | 80 |
| 9638 | Quadrant Capital Management, LLC | $104M | Q2 2014 | 8/5/2014 | 68 |
| 9639 | ARTIS CAPITAL MANAGEMENT, L.P. | $104M | Q1 2014 | 5/15/2014 | 7 |
| 9640 | Purewater Capital LLC | $104M | Q1 2026 | 5/14/2026 | 68 |
| 9641 | Jeter Robert S II | $104M | Q2 2026 | 7/13/2026 | 47 |
| 9642 | Strategic Financial Group, LLC | $104M | Q2 2026 | 7/13/2026 | 19 |
| 9643 | Cheyne Capital Management (UK) LLP | $104M | Q1 2014 | 5/14/2014 | 59 |
| 9644 | BFI Wealth Solutions, LLC | $104M | Q1 2026 | 5/15/2026 | 75 |
| 9645 | Expect Equity LLC | $104M | Q1 2026 | 5/15/2026 | 48 |
| 9646 | Trailhead Planners LLC | $104M | Q1 2026 | 5/6/2026 | 49 |
| 9647 | J.M. Arbour, LLC | $104M | Q1 2026 | 4/21/2026 | 119 |
| 9648 | Fiscal Wisdom Wealth Management, LLC | $104M | Q1 2026 | 5/6/2026 | 90 |
| 9649 | Aznar Financial Advisors, LLC | $104M | Q4 2025 | 2/19/2026 | 31 |
| 9650 | FinArc Investments, Inc. | $104M | Q1 2026 | 5/20/2026 | 43 |
| 9651 | SYCAMORE PARTNERS MANAGEMENT, L.P. | $104M | Q1 2026 | 5/21/2026 | 1 |
| 9652 | Birchwood Financial Partners, Inc. | $104M | Q1 2026 | 5/5/2026 | 348 |
| 9653 | SCALAR GAUGE MANAGEMENT, LLC | $104M | Q1 2026 | 5/15/2026 | 26 |
| 9654 | OECHSLE INTERNATIONAL ADVISORS, LLC | $104M | Q2 2014 | 7/7/2014 | 5 |
| 9655 | Reality Financial Planning Services, LLC | $104M | Q1 2026 | 4/24/2026 | 20 |
| 9656 | Monetary Solutions, Ltd | $103M | Q1 2026 | 5/1/2026 | 318 |
| 9657 | Ruggiero Investments, Inc. | $103M | Q1 2026 | 5/12/2026 | 78 |
| 9658 | Townsend Financial Planning, LLC | $103M | Q1 2026 | 4/28/2026 | 29 |
| 9659 | MY Wealth Management Inc. | $103M | Q1 2026 | 5/1/2026 | 26 |
| 9660 | Dalton Investments, Inc. | $103M | Q1 2026 | 5/12/2026 | 17 |
| 9661 | Safe Harbor Wealth Advisors, LLC | $103M | Q4 2025 | 2/13/2026 | 96 |
| 9662 | SVRN Asset Management, LLC | $103M | Q1 2026 | 5/12/2026 | 37 |
| 9663 | Shelter Rock Management, LLC | $103M | Q2 2026 | 7/10/2026 | 37 |
| 9664 | Alan B Lancz & Associates, Inc. | $103M | Q1 2026 | 5/5/2026 | 129 |
| 9665 | Courant Investment Management LLC | $103M | Q2 2026 | 7/14/2026 | 7 |
| 9666 | Generations Wealth, LLC | $103M | Q1 2026 | 5/5/2026 | 29 |
| 9667 | Rangeley Capital, LLC | $103M | Q1 2026 | 5/15/2026 | 137 |
| 9668 | Envision Financial Transparency, LLC | $103M | Q1 2026 | 5/13/2026 | 56 |
| 9669 | Peoples Bank/KS | $103M | Q2 2026 | 7/9/2026 | 98 |
| 9670 | Vavra Capital Management, LLC | $103M | Q1 2026 | 4/27/2026 | 24 |
| 9671 | 1015 Capital Partners, LLC | $103M | Q1 2026 | 5/11/2026 | 597 |
| 9672 | ATLANTIC INVESTMENT Co | $103M | Q1 2014 | 5/13/2014 | 53 |
| 9673 | CASPIAN CAPITAL LP | $103M | Q1 2026 | 5/15/2026 | 9 |
| 9674 | Stoic Point Capital Management LLC | $103M | Q1 2026 | 5/15/2026 | 63 |
| 9675 | Olympus Peak Asset Management LP | $103M | Q1 2026 | 5/15/2026 | 1 |
| 9676 | ETF Store, Inc. | $103M | Q1 2026 | 4/30/2026 | 100 |
| 9677 | Kortright Capital Partners LP | $103M | Q1 2014 | 5/14/2014 | 16 |
| 9678 | Investment Management Trust, LLC | $103M | Q1 2026 | 4/24/2026 | 81 |
| 9679 | Platt Wealth Management LLC | $103M | Q1 2026 | 5/1/2026 | 50 |
| 9680 | VISION FINANCIAL MARKETS LLC | $102M | Q1 2026 | 4/24/2026 | 425 |
| 9681 | Sulzberger Capital Advisors, Inc. | $102M | Q2 2026 | 7/17/2026 | 53 |
| 9682 | Sherry Group, Inc. | $102M | Q2 2026 | 7/15/2026 | 52 |
| 9683 | FIGURE 8 INVESTMENT STRATEGIES LLC | $102M | Q1 2026 | 4/22/2026 | 56 |
| 9684 | Redwood Family Wealth LLC | $102M | Q1 2026 | 5/13/2026 | 102 |
| 9685 | HighRoad Wealth Advisors, LLC | $102M | Q1 2026 | 4/14/2026 | 37 |
| 9686 | MILFAM LLC | $102M | Q1 2026 | 4/24/2026 | 8 |
| 9687 | Valued Retirements, Inc. | $102M | Q1 2026 | 5/13/2026 | 90 |
| 9688 | ADAMS HILL CAPITAL LLC | $102M | Q1 2014 | 5/15/2014 | 11 |
| 9689 | Parsonex Advisory Services, Inc. | $102M | Q1 2026 | 5/12/2026 | 56 |
| 9690 | Financial Advantage, Inc. | $102M | Q2 2014 | 8/11/2014 | 126 |
| 9691 | Good Harbor Advisors, Inc. | $102M | Q2 2026 | 7/17/2026 | 87 |
| 9692 | Rosenthal | Henry Capital Advisors, Inc. | $102M | Q1 2026 | 4/24/2026 | 42 |
| 9693 | First Houston Capital, Inc. | $102M | Q1 2014 | 5/14/2014 | 67 |
| 9694 | Reilly Herbert Faulkner III | $102M | Q2 2014 | 8/6/2014 | 41 |
| 9695 | Framtiden Holdings Management Co LLC | $102M | Q1 2026 | 5/15/2026 | 6 |
| 9696 | Stembrook Asset Management, LLC | $102M | Q1 2026 | 5/13/2026 | 48 |
| 9697 | Laurus Global Equity Management Inc. | $102M | Q1 2026 | 4/1/2026 | 45 |
| 9698 | PIPER SANDLER & CO. | $102M | Q1 2026 | 5/12/2026 | 20 |
| 9699 | Independent Order of Foresters | $102M | Q1 2026 | 5/6/2026 | 2 |
| 9700 | Brown University | $102M | Q1 2026 | 4/30/2026 | 11 |
| 9701 | Marble Bar Asset Management LLP | $102M | Q1 2026 | 5/14/2026 | 30 |
| 9702 | Blom & Howell Financial Planning, Inc. | $102M | Q1 2026 | 7/10/2026 | 61 |
| 9703 | Independent Wealth Advisors LLC | $102M | Q1 2026 | 5/22/2026 | 70 |
| 9704 | AFTON CAPITAL MANAGEMENT LLC | $102M | Q1 2014 | 5/13/2014 | 30 |
| 9705 | OFC FINANCIAL PLANNING, LLC | $102M | Q1 2026 | 5/6/2026 | 56 |
| 9706 | JMN Financial LLC | $102M | Q1 2026 | 5/15/2026 | 189 |
| 9707 | Gem Investment Advisors, LLC | $102M | Q1 2026 | 5/14/2026 | 35 |
| 9708 | Green Alpha Advisors, LLC | $102M | Q1 2026 | 4/7/2026 | 107 |
| 9709 | Curat Global, LLC | $102M | Q1 2026 | 4/21/2026 | 265 |
| 9710 | Shepherd Street Advisors LLC | $101M | Q1 2026 | 4/21/2026 | 86 |
| 9711 | Burkett Asset Management Ltd | $101M | Q1 2026 | 5/5/2026 | 61 |
| 9712 | Obion Capital Management LP | $101M | Q1 2026 | 5/15/2026 | 15 |
| 9713 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | $101M | Q1 2026 | 5/15/2026 | 8 |
| 9714 | Pacific Capital Partners Ltd | $101M | Q1 2026 | 4/9/2026 | 38 |
| 9715 | Vista Cima Wealth Management LLC | $101M | Q1 2026 | 5/12/2026 | 48 |
| 9716 | SMITH THOMAS W | $101M | Q1 2026 | 5/15/2026 | 5 |
| 9717 | Hyposwiss Advisors SA | $101M | Q1 2026 | 4/30/2026 | 112 |
| 9718 | PartnerRe Principal Finance Inc. | $101M | Q2 2014 | 7/30/2014 | 1 |
| 9719 | Hobbs Wealth Management, LLC | $101M | Q1 2026 | 4/28/2026 | 23 |
| 9720 | Ark Wealth Advisors LLC | $101M | Q1 2026 | 5/14/2026 | 80 |
| 9721 | Royal Palms Capital LLC | $101M | Q1 2026 | 5/7/2026 | 50 |
| 9722 | Triveni Capital Investments LP | $101M | Q1 2026 | 5/15/2026 | 14 |
| 9723 | Vines Capital Management, LLC | $101M | Q1 2026 | 5/12/2026 | 77 |
| 9724 | HARBOURVEST PARTNERS LLC | $101M | Q1 2026 | 5/15/2026 | 5 |
| 9725 | XY Capital Ltd | $101M | Q1 2026 | 5/12/2026 | 95 |
| 9726 | Walsh & Associates, LLC | $101M | Q1 2026 | 5/15/2026 | 287 |
| 9727 | Traub Capital Management LLC | $101M | Q1 2026 | 4/23/2026 | 130 |
| 9728 | BankChampaign, National Association | $101M | Q1 2026 | 5/21/2026 | 184 |
| 9729 | Column Group LLC | $101M | Q1 2026 | 5/18/2026 | 3 |
| 9730 | Jefferson Bridge Capital, LLC | $101M | Q1 2026 | 5/7/2026 | 53 |
| 9731 | Rule One Partners, LLC | $101M | Q1 2026 | 5/15/2026 | 12 |
| 9732 | Portfolio Resources Advisor Group, Inc. | $101M | Q1 2026 | 4/14/2026 | 148 |
| 9733 | E&R Wealth Management, LLC | $100M | Q1 2026 | 5/14/2026 | 12 |
| 9734 | Grange Capital, LLC | $100M | Q1 2026 | 4/28/2026 | 46 |
| 9735 | Alamut Investment Management LLP | $100M | Q1 2026 | 5/15/2026 | 3 |
| 9736 | Vistica Wealth Advisors, LLC | $100M | Q1 2026 | 4/23/2026 | 49 |
| 9737 | Eschler Asset Management LLP | $100M | Q1 2026 | 5/15/2026 | 33 |
| 9738 | Carnick & Kubik, LLC | $100M | Q2 2014 | 8/5/2014 | 105 |
| 9739 | Smart Portfolios, LLC | $100M | Q1 2026 | 5/1/2026 | 99 |
| 9740 | Audent Global Asset Management, LLC | $100M | Q1 2026 | 5/6/2026 | 51 |
| 9741 | Fourier Capital Management Ltd | $100M | Q1 2026 | 5/13/2026 | 14 |
| 9742 | AlphaCentric Advisors LLC | $100M | Q1 2026 | 5/7/2026 | 252 |
| 9743 | WEBER CAPITAL MANAGEMENT LLC /ADV | $100M | Q1 2026 | 4/22/2026 | 14 |
| 9744 | Baer Investment Advisory LLC | $100M | Q1 2026 | 4/29/2026 | 38 |
| 9745 | Entelevest, LLC | $100M | Q1 2026 | 5/4/2026 | 137 |
| 9746 | HICKS CAPITAL MANAGEMENT LLC | $100M | Q1 2026 | 4/16/2026 | 37 |
| 9747 | Arrow Capital Pty Ltd | $100M | Q1 2026 | 5/12/2026 | 17 |
| 9748 | OneAscent Investment Solutions LLC | $100M | Q1 2026 | 4/29/2026 | 128 |
| 9749 | Woodbine Capital Advisors LP | $99.7M | Q1 2014 | 5/15/2014 | 24 |
| 9750 | Peck Wealth Management, LLC | $99.7M | Q1 2026 | 5/13/2026 | 122 |
| 9751 | Asset Value Investors Ltd | $99.6M | Q1 2026 | 4/9/2026 | 2 |
| 9752 | Michael Brady & Co., LLC | $99.5M | Q1 2026 | 4/15/2026 | 54 |
| 9753 | FALCON POINT CAPITAL, LLC | $99.5M | Q2 2014 | 7/30/2014 | 115 |
| 9754 | BANTA ASSET MANAGEMENT LP | $99.5M | Q1 2026 | 5/7/2026 | 20 |
| 9755 | Lionsbridge Wealth Management LLC | $99.5M | Q1 2026 | 5/15/2026 | 59 |
| 9756 | SAPPHIRE VENTURES, L.L.C. | $99.4M | Q1 2026 | 5/11/2026 | 4 |
| 9757 | Putney Financial Group LLC | $99.3M | Q1 2026 | 4/10/2026 | 84 |
| 9758 | Titiun Yejiel | $99.2M | Q1 2026 | 5/4/2026 | 57 |
| 9759 | Susquehanna Capital Management, LLC | $99.2M | Q1 2026 | 5/15/2026 | 1 |
| 9760 | Alpine Peaks Capital, LP | $99.2M | Q1 2026 | 5/15/2026 | 21 |
| 9761 | Merriman Wealth Management, LLC | $99.1M | Q2 2014 | 7/30/2014 | 38 |
| 9762 | INVESTED ADVISORS | $99M | Q1 2026 | 4/29/2026 | 138 |
| 9763 | Cedarwood Wealth LLC | $99M | Q1 2026 | 5/5/2026 | 81 |
| 9764 | Vennlight Capital Management, LP | $99M | Q1 2026 | 5/15/2026 | 18 |
| 9765 | Sage Capital Management, LLC | $98.8M | Q2 2014 | 7/28/2014 | 35 |
| 9766 | Willow Financial LLC | $98.7M | Q1 2026 | 4/21/2026 | 37 |
| 9767 | Fund Advisors of America Inc/FL | $98.7M | Q1 2026 | 5/13/2026 | 118 |
| 9768 | Rex Capital Advisors, LLC | $98.7M | Q1 2014 | 5/14/2014 | 52 |
| 9769 | Madison Street Partners, LLC | $98.7M | Q2 2014 | 7/17/2014 | 52 |
| 9770 | MOZAYYX MANAGEMENT LLC | $98.6M | Q1 2026 | 5/8/2026 | 16 |
| 9771 | Karras Company, Inc. | $98.6M | Q1 2026 | 4/6/2026 | 61 |
| 9772 | Professional Financial Management, Inc. | $98.6M | Q2 2026 | 7/15/2026 | 24 |
| 9773 | Michelson Medical Research Foundation, Inc. | $98.5M | Q1 2026 | 5/15/2026 | 21 |
| 9774 | Fusion Investment Group, LLC | $98.4M | Q1 2014 | 5/14/2014 | 221 |
| 9775 | Western Pacific Wealth Management, LP | $98.4M | Q1 2026 | 4/17/2026 | 197 |
| 9776 | Closed-End Fund Advisors, Inc. | $98.3M | Q1 2026 | 5/11/2026 | 162 |
| 9777 | INKWELL CAPITAL LLC | $98.2M | Q1 2026 | 5/15/2026 | 31 |
| 9778 | Oakmont Advisory Group, LLC | $98.2M | Q1 2026 | 5/12/2026 | 119 |
| 9779 | PUFF WEALTH MANAGEMENT, LLC | $98.1M | Q2 2026 | 7/8/2026 | 77 |
| 9780 | N.G. Partners II, L.L.C. | $98.1M | Q1 2014 | 5/15/2014 | 1 |
| 9781 | Walsky Investment Management, Inc. | $98M | Q1 2026 | 5/14/2026 | 50 |
| 9782 | Advisory Advocates, LLC | $97.9M | Q1 2026 | 5/5/2026 | 160 |
| 9783 | Unified Investment Management | $97.9M | Q1 2026 | 4/29/2026 | 134 |
| 9784 | WULFF, HANSEN & CO. | $97.9M | Q1 2026 | 5/7/2026 | 98 |
| 9785 | Whitford Management LLC | $97.9M | Q1 2026 | 5/15/2026 | 25 |
| 9786 | Terra Alpha Investments LLC | $97.7M | Q4 2025 | 2/5/2026 | 32 |
| 9787 | Financial Network Wealth Advisors LLC | $97.7M | Q1 2026 | 5/14/2026 | 772 |
| 9788 | Urban Wealth Management, LLC | $97.7M | Q1 2026 | 4/21/2026 | 93 |
| 9789 | CSP Financial Group, LLC | $97.7M | Q1 2026 | 5/8/2026 | 20 |
| 9790 | Bluebird Wealth Management LLC | $97.7M | Q1 2026 | 5/8/2026 | 77 |
| 9791 | Villanova Investment Management Co LLC | $97.6M | Q1 2026 | 5/8/2026 | 56 |
| 9792 | STRATEGIC WEALTH MANAGEMENT INC | $97.6M | Q2 2014 | 7/24/2014 | 30 |
| 9793 | Broadhurst Jeffrey B | $97.6M | Q1 2026 | 5/14/2026 | 41 |
| 9794 | RCW Management, LLC | $97.6M | Q1 2026 | 4/15/2026 | 68 |
| 9795 | CHIRON CAPITAL MANAGEMENT, LLC | $97.5M | Q1 2026 | 4/21/2026 | 117 |
| 9796 | Ballast Financial Advisors LLC | $97.5M | Q1 2026 | 5/13/2026 | 68 |
| 9797 | John & Kathleen Schreiber Foundation | $97.5M | Q1 2026 | 5/14/2026 | 4 |
| 9798 | COGENT STRATEGIC WEALTH LLC | $97.3M | Q1 2026 | 5/4/2026 | 56 |
| 9799 | Atlas Wealth Partners, LLC | $97.3M | Q1 2026 | 4/29/2026 | 65 |
| 9800 | Arrington Capital Management, LLC | $97.1M | Q1 2026 | 5/14/2026 | 33 |