Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9601 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $120M | Q2 2026 | 7/22/2026 | 50 |
| 9602 | January Capital Advisors LLC | $120M | Q2 2026 | 8/25/2026 | 55 |
| 9603 | Cypress Capital Management LLC (WY) | $120M | Q2 2026 | 8/6/2026 | 213 |
| 9604 | Grand Central Investment Group | $120M | Q2 2026 | 8/4/2026 | 40 |
| 9605 | INVESTORS TRUST INC | $120M | Q1 2014 | 5/15/2014 | 89 |
| 9606 | ETF Store, Inc. | $120M | Q2 2026 | 7/29/2026 | 114 |
| 9607 | HEFFERNAN ADVISORY, INC | $120M | Q2 2026 | 7/21/2026 | 43 |
| 9608 | Mann Financial Group, Inc. | $120M | Q2 2026 | 7/22/2026 | 34 |
| 9609 | Baer Investment Advisory LLC | $119M | Q2 2026 | 8/12/2026 | 43 |
| 9610 | 1015 Capital Partners, LLC | $119M | Q2 2026 | 7/21/2026 | 609 |
| 9611 | Foresite Capital Management I, LLC | $119M | Q2 2014 | 8/11/2014 | 8 |
| 9612 | Telluride Asset Management LLC | $119M | Q1 2014 | 5/14/2014 | 233 |
| 9613 | Ankerstar Wealth, LLC | $119M | Q2 2026 | 8/13/2026 | 989 |
| 9614 | Red Mountain Financial, LLC | $119M | Q2 2026 | 7/21/2026 | 82 |
| 9615 | DBK Financial Counsel, LLC | $119M | Q2 2026 | 7/21/2026 | 56 |
| 9616 | Bannerstone Capital Management, LLC | $119M | Q2 2026 | 7/31/2026 | 113 |
| 9617 | Oakmont Advisory Group, LLC | $119M | Q2 2026 | 8/3/2026 | 526 |
| 9618 | Belmont Global Advisors, Inc. | $119M | Q1 2014 | 5/13/2014 | 111 |
| 9619 | Finhabits Advisors LLC | $119M | Q2 2026 | 8/14/2026 | 15 |
| 9620 | Value Investment Professionals, LLC | $119M | Q2 2026 | 7/7/2026 | 97 |
| 9621 | AUCTUS ADVISORS LLC | $119M | Q2 2026 | 8/6/2026 | 34 |
| 9622 | Belleair Asset Management, LLC | $119M | Q2 2026 | 7/15/2026 | 84 |
| 9623 | FEINBERG STEPHEN | $119M | Q1 2014 | 5/15/2014 | 5 |
| 9624 | Ruggiero Investments, Inc. | $119M | Q2 2026 | 8/14/2026 | 89 |
| 9625 | FELL CAPITAL MANAGEMENT /ADV | $119M | Q2 2026 | 7/24/2026 | 96 |
| 9626 | Peck Wealth Management, LLC | $119M | Q2 2026 | 7/31/2026 | 127 |
| 9627 | Yong Rong (HK) Asset Management Ltd | $119M | Q2 2026 | 8/5/2026 | 15 |
| 9628 | HighRoad Wealth Advisors, LLC | $119M | Q2 2026 | 7/21/2026 | 38 |
| 9629 | Talkot Capital, LLC | $119M | Q1 2014 | 5/13/2014 | 20 |
| 9630 | Boyer Financial Services, Inc. | $118M | Q2 2026 | 7/17/2026 | 57 |
| 9631 | TARGET ASSET MANAGEMENT PTE LTD | $118M | Q2 2014 | 7/16/2014 | 3 |
| 9632 | FIGURE 8 INVESTMENT STRATEGIES LLC | $118M | Q2 2026 | 8/7/2026 | 56 |
| 9633 | Hobbs Wealth Management, LLC | $118M | Q2 2026 | 8/6/2026 | 23 |
| 9634 | Directional Asset Management | $118M | Q2 2026 | 7/24/2026 | 94 |
| 9635 | Portfolio Resources Advisor Group, Inc. | $118M | Q2 2026 | 7/29/2026 | 150 |
| 9636 | Better Way Financial, LLC | $118M | Q2 2026 | 7/22/2026 | 9 |
| 9637 | Kingsbury Capital Investment Advisors LLC | $118M | Q2 2026 | 8/25/2026 | 121 |
| 9638 | KMT WEALTH MANAGEMENT, LLC | $118M | Q2 2026 | 8/5/2026 | 121 |
| 9639 | 3 FACTOR INDEXING, LLC | $118M | Q2 2026 | 7/8/2026 | 438 |
| 9640 | AK GLOBAL ASSET MANAGEMENT, LLC | $118M | Q2 2026 | 7/16/2026 | 28 |
| 9641 | Masterton Capital Management, LP | $118M | Q2 2026 | 8/14/2026 | 24 |
| 9642 | AlphaCentric Advisors LLC | $118M | Q2 2026 | 7/24/2026 | 259 |
| 9643 | CURTIS WEALTH MANAGEMENT LLC | $118M | Q2 2026 | 8/3/2026 | 55 |
| 9644 | SCFF MANAGEMENT LLC | $118M | Q2 2014 | 8/8/2014 | 4 |
| 9645 | Wheels Up Wealth, Inc. | $118M | Q2 2026 | 7/27/2026 | 23 |
| 9646 | Fiscal Wisdom Wealth Management, LLC | $118M | Q2 2026 | 7/21/2026 | 102 |
| 9647 | E&R Wealth Management, LLC | $118M | Q2 2026 | 7/27/2026 | 12 |
| 9648 | TrustWell Financial Advisors, LLC | $118M | Q2 2026 | 7/22/2026 | 78 |
| 9649 | Karamaan Group, LLC | $118M | Q1 2014 | 5/15/2014 | 28 |
| 9650 | Walnut Level Capital LLC | $118M | Q1 2026 | 5/15/2026 | 39 |
| 9651 | North Forty Two & Co. | $118M | Q2 2026 | 7/24/2026 | 104 |
| 9652 | Cannon Capital Management, Inc. | $118M | Q2 2026 | 8/11/2026 | 28 |
| 9653 | SOUND ENERGY PARTNERS, INC. | $118M | Q1 2014 | 5/14/2014 | 37 |
| 9654 | Obion Capital Management LP | $118M | Q2 2026 | 8/14/2026 | 16 |
| 9655 | Arrow Capital Pty Ltd | $118M | Q2 2026 | 8/5/2026 | 25 |
| 9656 | WEBER CAPITAL MANAGEMENT LLC /ADV | $118M | Q2 2026 | 8/12/2026 | 13 |
| 9657 | GPS Wealth Strategies Group, LLC | $117M | Q4 2025 | 2/6/2026 | 582 |
| 9658 | Merrithew & Thorsten Inc | $117M | Q2 2026 | 7/31/2026 | 116 |
| 9659 | TABR Capital Management, LLC | $117M | Q2 2026 | 7/24/2026 | 54 |
| 9660 | CSP Financial Group, LLC | $117M | Q2 2026 | 7/27/2026 | 24 |
| 9661 | RAFFLES ASSOCIATES LP | $117M | Q2 2026 | 8/17/2026 | 48 |
| 9662 | TBP Investments Management, LLC | $117M | Q1 2014 | 5/15/2014 | 32 |
| 9663 | Trafelet Capital Management, L.P. | $117M | Q1 2014 | 5/15/2014 | 15 |
| 9664 | Envision Financial Transparency, LLC | $117M | Q2 2026 | 8/21/2026 | 59 |
| 9665 | Paradigm Financial Advisors, LLC | $117M | Q2 2014 | 7/28/2014 | 80 |
| 9666 | PARK CIRCLE Co | $117M | Q2 2026 | 8/13/2026 | 53 |
| 9667 | Flagship Ventures 2007 General Partner LLC | $117M | Q2 2014 | 8/8/2014 | 4 |
| 9668 | Corecam AG | $117M | Q2 2026 | 7/17/2026 | 50 |
| 9669 | Artesa Financial Group, LLC | $117M | Q2 2026 | 7/27/2026 | 62 |
| 9670 | 21 West Wealth Management LLC | $117M | Q2 2026 | 7/13/2026 | 65 |
| 9671 | Bedminster, LLC | $117M | Q2 2026 | 8/4/2026 | 51 |
| 9672 | Entelevest, LLC | $117M | Q2 2026 | 7/22/2026 | 142 |
| 9673 | MKD WEALTH COACHES, LLC | $117M | Q2 2026 | 7/14/2026 | 31 |
| 9674 | Green Court Capital Management Ltd | $117M | Q2 2026 | 8/11/2026 | 3 |
| 9675 | ORBA Wealth Advisors, L.L.C. | $117M | Q2 2026 | 7/23/2026 | 85 |
| 9676 | Strategic Wealth Advisors LLC | $117M | Q2 2026 | 8/7/2026 | 260 |
| 9677 | Markin Asset Management, LP | $117M | Q2 2026 | 7/13/2026 | 47 |
| 9678 | Twin Cities Retirement Group LLC | $117M | Q2 2026 | 7/7/2026 | 22 |
| 9679 | Kilner Capital Advisors, LLC | $117M | Q2 2026 | 7/13/2026 | 18 |
| 9680 | ELKHORN PARTNERS LIMITED PARTNERSHIP | $117M | Q2 2026 | 8/13/2026 | 50 |
| 9681 | Wisconsin Wealth Advisors, LLC | $117M | Q2 2026 | 7/7/2026 | 90 |
| 9682 | V. M. MANNING & CO., INC. | $117M | Q2 2026 | 7/13/2026 | 53 |
| 9683 | Advisory Advocates, LLC | $117M | Q2 2026 | 8/10/2026 | 188 |
| 9684 | Signature Financial Management, Inc. | $117M | Q1 2014 | 5/15/2014 | 72 |
| 9685 | Minot DeBlois Advisors LLC | $116M | Q2 2026 | 8/13/2026 | 240 |
| 9686 | MEMBERS CAPITAL ADVISORS INC | $116M | Q2 2026 | 8/4/2026 | 7 |
| 9687 | KITCHING PARTNERS, LLC | $116M | Q2 2026 | 7/30/2026 | 40 |
| 9688 | Pursuit Wealth Management LLC | $116M | Q4 2025 | 1/26/2026 | 118 |
| 9689 | WealthSpring Partners, LLC | $116M | Q2 2026 | 8/5/2026 | 71 |
| 9690 | Teca Partners, LP | $116M | Q2 2026 | 8/13/2026 | 8 |
| 9691 | Financially in Tune, LLC | $116M | Q1 2026 | 4/22/2026 | 77 |
| 9692 | Cortex Capital Management LLC | $116M | Q1 2014 | 5/14/2014 | 32 |
| 9693 | Paradigm Capital Management, LLC/NV | $116M | Q2 2026 | 8/13/2026 | 65 |
| 9694 | Accuvest Global Advisors | $116M | Q2 2026 | 8/11/2026 | 78 |
| 9695 | Monetary Solutions, Ltd | $116M | Q2 2026 | 7/23/2026 | 397 |
| 9696 | CDM FINANCIAL COUNSELING SERVICES, INC. | $116M | Q2 2026 | 7/14/2026 | 77 |
| 9697 | J.M. Arbour, LLC | $116M | Q2 2026 | 8/14/2026 | 132 |
| 9698 | OakTrust Wealth Advisors, LLC | $116M | Q2 2026 | 8/6/2026 | 69 |
| 9699 | Amica Retiree Medical Trust | $116M | Q1 2014 | 5/13/2014 | 379 |
| 9700 | SFI Advisors, LLC | $116M | Q2 2026 | 7/27/2026 | 55 |
| 9701 | ALPHA CAPITAL ADVISORS INC /ADV | $116M | Q2 2026 | 8/6/2026 | 34 |
| 9702 | SEVEN EIGHT CAPITAL, LP | $116M | Q1 2014 | 5/15/2014 | 262 |
| 9703 | Stembrook Asset Management, LLC | $116M | Q2 2026 | 8/12/2026 | 51 |
| 9704 | Vistica Wealth Advisors, LLC | $116M | Q2 2026 | 7/27/2026 | 54 |
| 9705 | Pacific Capital Partners Ltd | $116M | Q2 2026 | 8/12/2026 | 40 |
| 9706 | ZEKE CAPITAL ADVISORS, LLC | $116M | Q1 2014 | 5/21/2014 | 63 |
| 9707 | Delaware Ladera Management Company, Inc. | $115M | Q2 2026 | 8/14/2026 | 1 |
| 9708 | Li Winifred I | $115M | Q1 2014 | 6/18/2014 | 401 |
| 9709 | Centerline Investment Partners, LP | $115M | Q2 2014 | 7/14/2014 | 24 |
| 9710 | Jefferson Bridge Capital, LLC | $115M | Q2 2026 | 7/21/2026 | 53 |
| 9711 | Investment Insight Wealth Management, LLC | $115M | Q2 2026 | 7/27/2026 | 44 |
| 9712 | Capital Returns Management, LLC | $115M | Q1 2014 | 5/15/2014 | 20 |
| 9713 | Point View Wealth Management, Inc. | $115M | Q2 2014 | 7/24/2014 | 181 |
| 9714 | John Boyer, Inc. | $115M | Q2 2026 | 8/7/2026 | 39 |
| 9715 | iAB Financial Bank | $115M | Q2 2014 | 7/9/2014 | 89 |
| 9716 | Bluebird Wealth Management LLC | $115M | Q2 2026 | 8/5/2026 | 89 |
| 9717 | VISION FINANCIAL MARKETS LLC | $115M | Q2 2026 | 7/24/2026 | 413 |
| 9718 | Titiun Yejiel | $115M | Q2 2026 | 8/6/2026 | 40 |
| 9719 | Noble Wealth Partners LLC | $115M | Q2 2026 | 7/24/2026 | 76 |
| 9720 | Montgomery Financial Services LLC | $115M | Q2 2026 | 8/12/2026 | 334 |
| 9721 | Alan B Lancz & Associates, Inc. | $115M | Q2 2026 | 8/11/2026 | 138 |
| 9722 | EnTrustPermal Management LLC | $115M | Q1 2014 | 5/15/2014 | 29 |
| 9723 | Parsonex Advisory Services, Inc. | $115M | Q2 2026 | 8/10/2026 | 50 |
| 9724 | Urban Wealth Management, LLC | $115M | Q2 2026 | 7/23/2026 | 107 |
| 9725 | Townsend Financial Planning, LLC | $115M | Q2 2026 | 8/6/2026 | 30 |
| 9726 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $115M | Q2 2026 | 8/13/2026 | 36 |
| 9727 | Bey-Douglas LLC | $115M | Q1 2026 | 5/12/2026 | 56 |
| 9728 | CFS, LLC | $115M | Q1 2014 | 5/7/2014 | 123 |
| 9729 | Antonetti Capital Management LLC | $115M | Q1 2014 | 5/14/2014 | 253 |
| 9730 | Cedrus Wealth Group LLC | $115M | Q2 2026 | 7/30/2026 | 51 |
| 9731 | Mercato Partners Growth III GP, LLC | $114M | Q4 2025 | 2/17/2026 | 1 |
| 9732 | Rosenthal | Henry Capital Advisors, Inc. | $114M | Q2 2026 | 7/28/2026 | 48 |
| 9733 | JBGlobal.com LLC | $114M | Q2 2026 | 7/6/2026 | 32 |
| 9734 | Euclidean Technologies Management, LLC | $114M | Q1 2014 | 5/14/2014 | 38 |
| 9735 | Premier Private Wealth Management LLC | $114M | Q2 2026 | 8/13/2026 | 60 |
| 9736 | Vavra Capital Management, LLC | $114M | Q2 2026 | 7/23/2026 | 22 |
| 9737 | SOPHROSYNE CAPITAL LLC | $114M | Q1 2014 | 5/14/2014 | 78 |
| 9738 | MACNEALY HOOVER INVESTMENT MANAGEMENT INC | $114M | Q2 2014 | 7/23/2014 | 83 |
| 9739 | Explore Capital Management, LLC | $114M | Q2 2026 | 8/5/2026 | 11 |
| 9740 | TSG Consumer Partners LP | $114M | Q2 2026 | 8/10/2026 | 1 |
| 9741 | Fremen Capital Management LP | $114M | Q2 2026 | 8/14/2026 | 14 |
| 9742 | Redwood Family Wealth LLC | $114M | Q2 2026 | 8/4/2026 | 110 |
| 9743 | Shepherd Street Advisors LLC | $114M | Q2 2026 | 7/24/2026 | 86 |
| 9744 | Lane Generational LLC | $114M | Q2 2026 | 8/13/2026 | 43 |
| 9745 | Weyland Capital Management, LLC | $114M | Q2 2014 | 8/4/2014 | 13 |
| 9746 | Pension Partners, LLC | $114M | Q2 2014 | 8/1/2014 | 10 |
| 9747 | Standard Family Office LLC | $114M | Q2 2026 | 8/13/2026 | 31 |
| 9748 | Royal Palms Capital LLC | $114M | Q2 2026 | 8/7/2026 | 57 |
| 9749 | SURIENCE PRIVATE WEALTH LLC | $114M | Q2 2026 | 7/24/2026 | 45 |
| 9750 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $114M | Q2 2026 | 7/16/2026 | 44 |
| 9751 | GRACE BROTHERS MANAGEMENT LLC | $114M | Q2 2014 | 8/11/2014 | 46 |
| 9752 | IFC & Insurance Marketing, Inc. | $114M | Q2 2026 | 7/9/2026 | 78 |
| 9753 | Tipp Hill Capital Management LLC | $113M | Q2 2014 | 7/23/2014 | 21 |
| 9754 | Michael Brady & Co., LLC | $113M | Q2 2026 | 8/13/2026 | 58 |
| 9755 | Ally Bridge Group (NY) LLC | $113M | Q2 2026 | 8/14/2026 | 25 |
| 9756 | INVESTED ADVISORS | $113M | Q2 2026 | 8/4/2026 | 152 |
| 9757 | Lotus Asset Management LLC | $113M | Q2 2026 | 9/9/2026 | 43 |
| 9758 | MSRH, LLC | $113M | Q1 2026 | 5/11/2026 | 29 |
| 9759 | NORWEST VENTURE PARTNERS VIII LP | $113M | Q2 2014 | 8/11/2014 | 2 |
| 9760 | Clear Point Advisors Inc. | $113M | Q2 2026 | 7/28/2026 | 93 |
| 9761 | Objective Capital Management, LLC | $113M | Q2 2026 | 7/20/2026 | 103 |
| 9762 | Ark Wealth Advisors LLC | $113M | Q2 2026 | 8/13/2026 | 87 |
| 9763 | SMITH THOMAS W | $113M | Q2 2026 | 8/14/2026 | 5 |
| 9764 | OFC FINANCIAL PLANNING, LLC | $113M | Q2 2026 | 8/5/2026 | 56 |
| 9765 | Arbor Wealth Management LLC\AZ | $113M | Q2 2026 | 8/12/2026 | 26 |
| 9766 | Broyhill Asset Management, LLC | $112M | Q2 2026 | 8/4/2026 | 77 |
| 9767 | Measured Risk Portfolios, Inc. | $112M | Q2 2026 | 8/12/2026 | 63 |
| 9768 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $112M | Q2 2026 | 8/5/2026 | 236 |
| 9769 | Vericrest Private Wealth | $112M | Q2 2026 | 7/28/2026 | 44 |
| 9770 | Teucrium Investment Advisors, LLC | $112M | Q2 2026 | 8/14/2026 | 47 |
| 9771 | Chicago Capital Management, LLC | $112M | Q2 2026 | 7/22/2026 | 27 |
| 9772 | EMERGENCE GP PARTNERS, LLC | $112M | Q2 2026 | 8/7/2026 | 4 |
| 9773 | Trellus Management Company, LLC | $112M | Q1 2014 | 5/14/2014 | 115 |
| 9774 | DWM Financial Group, Inc. | $112M | Q2 2026 | 8/14/2026 | 40 |
| 9775 | HS Investments IV Ltd | $112M | Q2 2026 | 7/20/2026 | 2 |
| 9776 | Luma Capital S.A. - SPF | $112M | Q2 2026 | 7/8/2026 | 12 |
| 9777 | Lyons Wealth Management, LLC. | $112M | Q2 2014 | 8/11/2014 | 78 |
| 9778 | Traub Capital Management LLC | $112M | Q2 2026 | 7/23/2026 | 132 |
| 9779 | EFG Asset Management (Americas) Corp. | $112M | Q2 2014 | 7/30/2014 | 123 |
| 9780 | TOWN LANE MANAGEMENT LP | $112M | Q2 2026 | 8/14/2026 | 3 |
| 9781 | Whitford Management LLC | $112M | Q2 2026 | 8/14/2026 | 22 |
| 9782 | Skerryvore Asset Management Ltd | $112M | Q2 2026 | 8/14/2026 | 7 |
| 9783 | BANTA ASSET MANAGEMENT LP | $112M | Q2 2026 | 7/22/2026 | 20 |
| 9784 | Crescent Sterling, Ltd. | $112M | Q2 2026 | 7/7/2026 | 85 |
| 9785 | Watershed Asset Management, L.L.C. | $112M | Q2 2026 | 8/14/2026 | 116 |
| 9786 | SCOPIA CAPITAL MANAGEMENT LP | $112M | Q2 2026 | 8/14/2026 | 19 |
| 9787 | Stonebridge Wealth Management, LLC | $112M | Q2 2026 | 7/16/2026 | 37 |
| 9788 | truNorth Financial Services, Inc. | $112M | Q2 2026 | 7/30/2026 | 59 |
| 9789 | Brown University | $112M | Q2 2026 | 8/5/2026 | 11 |
| 9790 | Three Bearings Fiduciary Advisors, Inc. | $112M | Q2 2026 | 7/9/2026 | 312 |
| 9791 | Van Diest Capital, LLC | $112M | Q2 2026 | 8/4/2026 | 176 |
| 9792 | RAMSEY QUANTITATIVE SYSTEMS | $112M | Q2 2026 | 7/10/2026 | 60 |
| 9793 | Investment Management Trust, LLC | $112M | Q2 2026 | 8/11/2026 | 78 |
| 9794 | RCW Management, LLC | $112M | Q2 2026 | 7/21/2026 | 68 |
| 9795 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $112M | Q2 2026 | 7/28/2026 | 100 |
| 9796 | Layline Advisors, LLC | $111M | Q2 2026 | 8/20/2026 | 79 |
| 9797 | CHIRON CAPITAL MANAGEMENT, LLC | $111M | Q2 2026 | 7/21/2026 | 136 |
| 9798 | Weaver C. Barksdale & Associates, Inc. | $111M | Q2 2026 | 8/13/2026 | 62 |
| 9799 | Lime Rock Management LP | $111M | Q1 2014 | 5/15/2014 | 2 |
| 9800 | TRIANGLE PEAK PARTNERS, LP | $111M | Q2 2014 | 8/11/2014 | 38 |