Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9601 | Artesa Financial Group, LLC | $97.2M | Q4 2025 | 2/11/2026 | 48 |
| 9602 | Ballast Financial Advisors LLC | $97.1M | Q4 2025 | 2/17/2026 | 70 |
| 9603 | Elevated Private Wealth, LLC | $97.1M | Q4 2025 | 2/12/2026 | 94 |
| 9604 | Arnold Financial Planning LLC | $97M | Q4 2025 | 1/27/2026 | 24 |
| 9605 | Skyview Financial Group LLC | $96.9M | Q4 2025 | 2/18/2026 | 57 |
| 9606 | CenturyLink Investment Management Co | $96.9M | Q4 2025 | 1/7/2026 | 1 |
| 9607 | Oregon Pacific Wealth Management, LLC | $96.8M | Q4 2025 | 1/16/2026 | 116 |
| 9608 | Greenline Wealth Management LLC | $96.6M | Q4 2025 | 2/13/2026 | 552 |
| 9609 | Corps Capital Advisors, LLC | $96.6M | Q4 2025 | 2/13/2026 | 87 |
| 9610 | INVESTED ADVISORS | $96.6M | Q4 2025 | 1/26/2026 | 134 |
| 9611 | Premier Private Wealth Management LLC | $96.5M | Q4 2025 | 2/11/2026 | 50 |
| 9612 | Gerry Farber, LLC | $96.4M | Q2 2014 | 7/28/2014 | 61 |
| 9613 | Provident Co of the Employees of the Hebrew University LTD | $96.3M | Q4 2025 | 2/11/2026 | 32 |
| 9614 | EMPOWER HARVEST MANAGEMENT SERVICES, INC. | $96.3M | Q4 2025 | 2/10/2026 | 1 |
| 9615 | Variant Private Wealth, LLC | $96.2M | Q4 2025 | 1/26/2026 | 40 |
| 9616 | Drum Hill Capital, LLC | $96.2M | Q4 2025 | 1/26/2026 | 49 |
| 9617 | Galaxy Digital Capital Management GP LLC | $96.2M | Q4 2025 | 3/23/2026 | 47 |
| 9618 | Financial Network Wealth Advisors LLC | $96M | Q4 2025 | 2/13/2026 | 833 |
| 9619 | Ally Bridge Group (NY) LLC | $96M | Q4 2025 | 2/17/2026 | 18 |
| 9620 | E&R Wealth Management, LLC | $95.8M | Q4 2025 | 2/11/2026 | 12 |
| 9621 | Index Technologies Group LLC | $95.8M | Q4 2025 | 2/12/2026 | 142 |
| 9622 | PARTNERS WEALTH MANAGEMENT, LLC | $95.7M | Q4 2025 | 1/20/2026 | 107 |
| 9623 | Neon Liberty Capital Management LLC | $95.7M | Q2 2014 | 7/28/2014 | 11 |
| 9624 | Private Harbour Investment Management & Counsel, LLC | $95.6M | Q4 2025 | 2/17/2026 | 37 |
| 9625 | Norwest Venture Partners XI, LP | $95.6M | Q2 2014 | 8/11/2014 | 1 |
| 9626 | Oceanic Investment Management LTD | $95.5M | Q4 2025 | 2/13/2026 | 40 |
| 9627 | Sherry Group, Inc. | $95.4M | Q4 2025 | 2/5/2026 | 43 |
| 9628 | Value Investment Professionals, LLC | $95.4M | Q4 2025 | 2/11/2026 | 77 |
| 9629 | Wallace Advisory Group, LLC | $95.3M | Q4 2025 | 1/23/2026 | 128 |
| 9630 | Weaver C. Barksdale & Associates, Inc. | $95.3M | Q4 2025 | 2/13/2026 | 62 |
| 9631 | DRILL CRAIG A | $95.2M | Q2 2014 | 7/17/2014 | 24 |
| 9632 | Axim Planning & Wealth | $95.1M | Q4 2025 | 2/13/2026 | 74 |
| 9633 | Punch Card Capital, L.P. | $95.1M | Q1 2014 | 5/15/2014 | 3 |
| 9634 | Kazazian Asset Management, LLC | $95M | Q4 2025 | 2/9/2026 | 49 |
| 9635 | Breachway Investments LLC | $94.8M | Q4 2025 | 1/27/2026 | 98 |
| 9636 | Thayer Financial, L.L.C. | $94.6M | Q4 2025 | 1/12/2026 | 33 |
| 9637 | Merrithew & Thorsten Inc | $94.5M | Q4 2025 | 2/3/2026 | 120 |
| 9638 | Vennlight Capital Management, LP | $94.5M | Q4 2025 | 2/17/2026 | 28 |
| 9639 | McCarthy Capital CORP | $94.5M | Q2 2014 | 7/22/2014 | 1 |
| 9640 | OneAscent Investment Solutions LLC | $94.4M | Q4 2025 | 2/11/2026 | 121 |
| 9641 | Boyer Financial Services, Inc. | $94.3M | Q4 2025 | 1/30/2026 | 51 |
| 9642 | Pacific Capital Partners Ltd | $94.2M | Q4 2025 | 1/15/2026 | 36 |
| 9643 | Standard Family Office LLC | $94.1M | Q4 2025 | 2/18/2026 | 29 |
| 9644 | Fourier Capital Management Ltd | $94.1M | Q4 2025 | 2/5/2026 | 20 |
| 9645 | ZPR Investment Management | $94M | Q1 2014 | 5/15/2014 | 37 |
| 9646 | DiPaolo Financial Group, Inc. | $93.9M | Q4 2025 | 2/24/2026 | 31 |
| 9647 | WealthTrust-Arizona, LLC | $93.5M | Q2 2014 | 7/22/2014 | 647 |
| 9648 | Winning Points Advisors, LLC | $93.5M | Q4 2025 | 2/12/2026 | 43 |
| 9649 | Delaware Ladera Management Company, Inc. | $93.5M | Q4 2025 | 2/17/2026 | 1 |
| 9650 | Divco West Real Estate Services, LLC | $93.3M | Q4 2025 | 2/4/2026 | 4 |
| 9651 | FinDec Wealth Services, Inc. | $93.2M | Q4 2025 | 2/9/2026 | 32 |
| 9652 | ACCOUNT MANAGEMENT LLC | $93.2M | Q4 2025 | 2/2/2026 | 22 |
| 9653 | SURIENCE PRIVATE WEALTH LLC | $93.1M | Q4 2025 | 1/16/2026 | 33 |
| 9654 | Briggs Wealth Management, Inc | $93M | Q4 2025 | 2/19/2026 | 54 |
| 9655 | Ark Wealth Advisors LLC | $92.9M | Q4 2025 | 2/18/2026 | 77 |
| 9656 | JAT Capital Mgmt LP | $92.9M | Q4 2025 | 2/17/2026 | 16 |
| 9657 | Talara Capital Management, LLC | $92.8M | Q1 2014 | 5/15/2014 | 20 |
| 9658 | Circumference Group LLC | $92.8M | Q4 2025 | 2/17/2026 | 22 |
| 9659 | Corre Partners Management, LLC | $92.8M | Q4 2025 | 2/13/2026 | 4 |
| 9660 | Andar Capital Management HK Ltd | $92.8M | Q4 2025 | 2/10/2026 | 15 |
| 9661 | Wilian Securities, LLC | $92.8M | Q4 2025 | 2/6/2026 | 95 |
| 9662 | Expressive Wealth LLC | $92.6M | Q4 2025 | 2/9/2026 | 122 |
| 9663 | Shelter Ins Retirement Plan | $92.5M | Q4 2025 | 2/13/2026 | 8 |
| 9664 | Zinnia Wealth Advisory, LLC | $92.5M | Q4 2025 | 2/13/2026 | 91 |
| 9665 | Yu Fan | $92.3M | Q4 2025 | 2/18/2026 | 5 |
| 9666 | Central Square Management LLC | $92.2M | Q2 2014 | 8/8/2014 | 37 |
| 9667 | truNorth Financial Services, Inc. | $92.2M | Q4 2025 | 2/17/2026 | 48 |
| 9668 | Framtiden Holdings Management Co LLC | $92.2M | Q4 2025 | 2/20/2026 | 6 |
| 9669 | GARRISON BRADFORD & ASSOCIATES INC | $92.1M | Q4 2025 | 1/22/2026 | 33 |
| 9670 | RobecoSam USA, Inc. | $91.9M | Q2 2014 | 8/8/2014 | 74 |
| 9671 | COGENT STRATEGIC WEALTH LLC | $91.7M | Q4 2025 | 3/2/2026 | 48 |
| 9672 | One Wealth Management Investment & Advisory Services, LLC | $91.7M | Q4 2025 | 1/14/2026 | 52 |
| 9673 | BLACKTHORN INVESTMENT GROUP LLC | $91.6M | Q1 2014 | 5/13/2014 | 177 |
| 9674 | MLP3, LLC | $91.6M | Q4 2025 | 2/13/2026 | 87 |
| 9675 | Aspirean Wealth, LLC | $91.6M | Q4 2025 | 2/17/2026 | 18 |
| 9676 | DECISION INVESTMENTS, INC | $91.4M | Q4 2025 | 2/17/2026 | 135 |
| 9677 | Stone House Capital Management, LLC | $91.2M | Q4 2025 | 2/17/2026 | 3 |
| 9678 | RIVULET CAPITAL, LLC | $91.2M | Q4 2025 | 2/17/2026 | 3 |
| 9679 | State of New Jersey Common Pension Fund E | $91.2M | Q4 2025 | 1/29/2026 | 1 |
| 9680 | Goodwin Investment Advisory | $91.1M | Q4 2025 | 2/9/2026 | 26 |
| 9681 | Teucrium Investment Advisors, LLC | $91.1M | Q4 2025 | 2/17/2026 | 43 |
| 9682 | Atlas Wealth Partners, LLC | $91M | Q4 2025 | 1/26/2026 | 64 |
| 9683 | Markin Asset Management, LP | $91M | Q4 2025 | 2/13/2026 | 45 |
| 9684 | Grey Owl Capital Management, LLC | $90.9M | Q2 2014 | 8/8/2014 | 49 |
| 9685 | Sage Investment Counsel LLC | $90.9M | Q4 2025 | 1/23/2026 | 123 |
| 9686 | Gigafund Management Company, LLC | $90.9M | Q4 2025 | 2/12/2026 | 1 |
| 9687 | October Effect Ltd | $90.8M | Q4 2025 | 1/20/2026 | 61 |
| 9688 | Benefit Street Partners LLC | $90.7M | Q4 2025 | 1/22/2026 | 17 |
| 9689 | Stellar Capital Management, LLC | $90.7M | Q2 2014 | 7/25/2014 | 66 |
| 9690 | HARBERT MANAGEMENT CORP | $90.7M | Q1 2014 | 5/15/2014 | 23 |
| 9691 | Owlhouse Capital LP | $90.4M | Q4 2025 | 2/18/2026 | 20 |
| 9692 | QUANTRES ASSET MANAGEMENT Ltd | $90.4M | Q2 2014 | 7/18/2014 | 151 |
| 9693 | Vermillion Asset Management LLC | $90.3M | Q1 2014 | 5/7/2014 | 7 |
| 9694 | SkyKnight Capital, L.P. | $90.2M | Q4 2025 | 2/17/2026 | 3 |
| 9695 | OPTIMAS CAPITAL Ltd | $90.1M | Q4 2025 | 2/11/2026 | 16 |
| 9696 | Plus Group Wealth Advisors LLC | $90.1M | Q4 2025 | 2/5/2026 | 43 |
| 9697 | August Group Capital Ltd | $90.1M | Q4 2025 | 2/12/2026 | 102 |
| 9698 | APPLETON GROUP, LLC | $90.1M | Q2 2014 | 8/6/2014 | 26 |
| 9699 | Curat Global, LLC | $90M | Q4 2025 | 2/6/2026 | 280 |
| 9700 | Walleye Partners, LLC | $90M | Q4 2025 | 1/28/2026 | 55 |
| 9701 | Arrow Investment Advisors, LLC | $90M | Q4 2025 | 2/9/2026 | 49 |
| 9702 | Telligent Fund, LP | $90M | Q4 2025 | 2/10/2026 | 21 |
| 9703 | Benson Wealth Management INC | $89.8M | Q4 2025 | 2/12/2026 | 352 |
| 9704 | Stenham Asset Management (UK) Plc | $89.8M | Q4 2025 | 2/17/2026 | 16 |
| 9705 | Viola Ventures V.C. Management 4 Ltd. | $89.7M | Q4 2025 | 2/9/2026 | 3 |
| 9706 | Cedarwood Wealth LLC | $89.7M | Q4 2025 | 3/5/2026 | 76 |
| 9707 | Kailix Advisors LLC | $89.7M | Q4 2025 | 2/4/2026 | 9 |
| 9708 | Indie Asset Partners, LLC | $89.7M | Q4 2025 | 2/3/2026 | 81 |
| 9709 | Significant Wealth Partners LLC | $89.7M | Q4 2025 | 1/7/2026 | 70 |
| 9710 | MSRH, LLC | $89.6M | Q4 2025 | 4/6/2026 | 28 |
| 9711 | Amitell Capital Pte Ltd | $89.4M | Q4 2025 | 2/12/2026 | 20 |
| 9712 | BRIGHTFIELD CAPITAL MANAGEMENT LLC | $89.3M | Q1 2014 | 5/14/2014 | 40 |
| 9713 | CARNEGIE MELLON UNIVERSITY | $89.3M | Q4 2025 | 1/28/2026 | 5 |
| 9714 | Prism Planning Partners LLC | $89.1M | Q4 2025 | 2/11/2026 | 45 |
| 9715 | RELIANCE TRUST CO | $89M | Q2 2014 | 7/11/2014 | 144 |
| 9716 | Integrated Wealth Management | $89M | Q4 2025 | 3/3/2026 | 92 |
| 9717 | MSD CAPITAL, L.P. | $88.8M | Q4 2025 | 2/17/2026 | 3 |
| 9718 | Norwood Investment Partners, LP | $88.8M | Q4 2025 | 2/17/2026 | 15 |
| 9719 | Franchise GP Ltd | $88.8M | Q4 2025 | 1/28/2026 | 24 |
| 9720 | Children's Medical Center Corp | $88.7M | Q4 2025 | 1/29/2026 | 1 |
| 9721 | Anchorage Capital Group, L.L.C. | $88.6M | Q4 2025 | 2/17/2026 | 2 |
| 9722 | SPERO-SMITH INVESTMENT ADVISERS INC /OH | $88.5M | Q2 2014 | 8/5/2014 | 43 |
| 9723 | QVIDTVM Management LLC | $88.4M | Q4 2025 | 2/17/2026 | 13 |
| 9724 | Turner Capital Investments, LLC | $88.3M | Q4 2025 | 1/26/2026 | 6 |
| 9725 | Ehrenkranz Partners L.P. | $88.3M | Q4 2025 | 2/17/2026 | 47 |
| 9726 | WEDGEWOOD INVESTORS INC /PA/ | $87.8M | Q4 2025 | 2/4/2026 | 105 |
| 9727 | Portfolio Strategies Inc | $87.8M | Q1 2014 | 5/16/2014 | 46 |
| 9728 | Meadowbrook Wealth Management, LLC | $87.6M | Q4 2025 | 1/12/2026 | 66 |
| 9729 | Northern Financial Advisors Inc | $87.5M | Q4 2025 | 1/27/2026 | 88 |
| 9730 | Merit Investment Management, LLC | $87.5M | Q4 2013 | 2/11/2014 | 34 |
| 9731 | Ishara Investments LP | $87.5M | Q4 2025 | 2/17/2026 | 38 |
| 9732 | Wiser Advisor Group LLC | $87.4M | Q4 2025 | 2/9/2026 | 233 |
| 9733 | E6 Portfolios, LLC | $87.4M | Q4 2025 | 2/13/2026 | 57 |
| 9734 | Verdad Advisers, LP | $87.4M | Q4 2025 | 2/17/2026 | 104 |
| 9735 | Englebert Financial Advisers, LLC | $87.4M | Q4 2025 | 2/4/2026 | 53 |
| 9736 | White River Investment Partners, LLC | $87.3M | Q2 2014 | 8/7/2014 | 10 |
| 9737 | Hilltop Park Associates LLC | $87M | Q1 2014 | 5/15/2014 | 50 |
| 9738 | KHALL LLC | $86.8M | Q4 2025 | 2/11/2026 | 1 |
| 9739 | Bristlecone Value Partners, LLC | $86.7M | Q4 2025 | 2/13/2026 | 36 |
| 9740 | Simcah Management LLC | $86.6M | Q4 2013 | 4/7/2014 | 15 |
| 9741 | PMG Family Office LLC | $86.5M | Q4 2025 | 1/28/2026 | 97 |
| 9742 | APEIRON CAPITAL Ltd | $86.5M | Q4 2025 | 2/2/2026 | 5 |
| 9743 | Colter Lewis Investment Partners LLC | $86.5M | Q4 2025 | 2/17/2026 | 97 |
| 9744 | Magma Venture Partners General Partner Ltd. | $86.4M | Q4 2025 | 2/17/2026 | 2 |
| 9745 | American Capital Mortgage Management, LLC | $86.4M | Q2 2014 | 7/18/2014 | 1 |
| 9746 | SHINE INVESTMENT ADVISORY SERVICES INC | $86.4M | Q2 2014 | 8/4/2014 | 24 |
| 9747 | STADIUM CAPITAL MANAGEMENT LLC | $86.3M | Q4 2025 | 2/17/2026 | 6 |
| 9748 | Braeside Investments, LLC | $86.1M | Q1 2014 | 5/12/2014 | 18 |
| 9749 | AI-Squared Management Ltd | $86.1M | Q4 2025 | 2/12/2026 | 18 |
| 9750 | Evolutionary Tree Capital Management, LLC | $86.1M | Q4 2025 | 2/12/2026 | 27 |
| 9751 | FORMULATE FINANCIAL LLC | $85.3M | Q4 2025 | 2/11/2026 | 29 |
| 9752 | Roumell Asset Management, LLC | $85.3M | Q2 2014 | 8/11/2014 | 14 |
| 9753 | Miller Financial Services LLC | $85.3M | Q4 2025 | 2/12/2026 | 114 |
| 9754 | Index Venture Associates III Ltd | $85.2M | Q4 2025 | 2/13/2026 | 1 |
| 9755 | VALLEY NATIONAL BANCORP | $85.2M | Q2 2014 | 7/31/2014 | 195 |
| 9756 | Xena Financial Planning, LLC | $85.2M | Q4 2025 | 1/15/2026 | 35 |
| 9757 | FSR Wealth Management Ltd. | $85.1M | Q4 2025 | 1/27/2026 | 38 |
| 9758 | VCU Investment Management Co | $85.1M | Q4 2025 | 2/19/2026 | 2 |
| 9759 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $85.1M | Q4 2025 | 2/11/2026 | 93 |
| 9760 | LeVasseur Capital Partners LLC | $85M | Q1 2014 | 5/14/2014 | 7 |
| 9761 | EnCap Energy Capital Fund VIII, L.P. | $84.9M | Q4 2025 | 2/17/2026 | 2 |
| 9762 | SOUTH GEORGIA CAPITAL, LLC | $84.8M | Q2 2014 | 8/5/2014 | 202 |
| 9763 | IMS Capital Management | $84.8M | Q1 2014 | 5/14/2014 | 149 |
| 9764 | KIZE CAPITAL LP | $84.8M | Q4 2025 | 2/13/2026 | 6 |
| 9765 | JCSD Capital, LLC | $84.7M | Q4 2025 | 2/5/2026 | 29 |
| 9766 | Capitol Family Office, Inc. | $84.7M | Q4 2025 | 1/26/2026 | 48 |
| 9767 | Blue Line Capital, LLC / IL | $84.6M | Q4 2025 | 2/17/2026 | 73 |
| 9768 | H&F Corporate Investors IX, Ltd. | $84.5M | Q4 2025 | 2/13/2026 | 1 |
| 9769 | BRC-Global BAH Investments Ltd. | $84.5M | Q4 2025 | 2/4/2026 | 1 |
| 9770 | Royal Palms Capital LLC | $84.3M | Q4 2025 | 2/9/2026 | 35 |
| 9771 | Invictus RG Pte. Ltd. | $84.2M | Q1 2014 | 5/14/2014 | 560 |
| 9772 | ABS Direct Equity Fund LLC | $84.1M | Q4 2025 | 1/30/2026 | 36 |
| 9773 | 13D Management LLC | $84M | Q4 2025 | 2/17/2026 | 16 |
| 9774 | WESLEY CAPITAL MANAGEMENT, LLC | $83.9M | Q2 2014 | 8/11/2014 | 22 |
| 9775 | Revelation Capital Management, LLC | $83.5M | Q4 2025 | 2/17/2026 | 2 |
| 9776 | Tandem Financial, LLC | $83.4M | Q4 2025 | 2/10/2026 | 49 |
| 9777 | Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | $83.4M | Q4 2025 | 2/6/2026 | 1 |
| 9778 | PICTET BANK & TRUST Ltd | $83.4M | Q4 2025 | 1/16/2026 | 31 |
| 9779 | Copperwood Asset Management LP | $83.3M | Q4 2025 | 2/17/2026 | 1 |
| 9780 | Riverview Trust Co | $83.1M | Q4 2025 | 1/26/2026 | 219 |
| 9781 | Pensionfund Sabic | $83M | Q1 2026 | 4/1/2026 | 77 |
| 9782 | BANCED CORP | $82.9M | Q2 2014 | 7/8/2014 | 179 |
| 9783 | Sonoma Private Wealth LLC | $82.8M | Q4 2025 | 2/17/2026 | 68 |
| 9784 | Column Group LLC | $82.8M | Q4 2025 | 2/13/2026 | 5 |
| 9785 | BIOS Capital Management, LP | $82.6M | Q4 2025 | 2/13/2026 | 6 |
| 9786 | Ventas, Inc. | $82.5M | Q4 2025 | 2/17/2026 | 1 |
| 9787 | Alamut Investment Management LLP | $82.3M | Q4 2025 | 2/17/2026 | 3 |
| 9788 | BIGLARI HOLDINGS INC. | $82M | Q1 2014 | 5/15/2014 | 2 |
| 9789 | Rotella Capital Management, Inc. | $81.8M | Q1 2014 | 5/21/2014 | 243 |
| 9790 | SIT INVESTMENT ASSOCIATES INC | $81.5M | Q4 2025 | 2/25/2026 | 6 |
| 9791 | YALE UNIVERSITY | $81.5M | Q2 2014 | 8/8/2014 | 6 |
| 9792 | Luminist Capital LLC | $81.1M | Q4 2025 | 2/13/2026 | 276 |
| 9793 | Algorithmic Investment Models, LLC | $81.1M | Q4 2025 | 2/10/2026 | 36 |
| 9794 | Emeth Value Capital, LLC | $81M | Q4 2025 | 1/7/2026 | 4 |
| 9795 | WESTON CAPITAL MANAGEMENT INC | $80.9M | Q4 2013 | 1/3/2014 | 38 |
| 9796 | Bradyco, Inc. | $80.6M | Q4 2025 | 2/5/2026 | 35 |
| 9797 | T3 Companies, LLC | $80.5M | Q4 2025 | 2/11/2026 | 199 |
| 9798 | Cannae Holdings, Inc. | $80.3M | Q4 2025 | 1/6/2026 | 2 |
| 9799 | GuideStone Capital Management, LLC | $79.8M | Q4 2025 | 2/12/2026 | 1 |
| 9800 | Retireful, LLC | $79.7M | Q4 2025 | 1/15/2026 | 93 |