Ranking

Top Funds by AUM

Largest 13F managers by latest reported portfolio value.

AUM proxy = latest public 13F long-book value.

Alphabetical list
# Manager AUM Period Filed Holdings
9801 ANCHOR CAPITAL MANAGEMENT COMPANY, LLC $92.7M Q1 2026 5/15/2026 7
9802 Yunqi Capital Ltd $92.4M Q1 2026 5/11/2026 4
9803 Jackson Brooke LLC $92.3M Q1 2026 5/12/2026 1
9804 Central Square Management LLC $92.2M Q2 2014 8/8/2014 37
9805 Aspirean Wealth, LLC $92.1M Q1 2026 5/13/2026 18
9806 MARQUETTE ASSOCIATES, INC. $91.9M Q1 2026 5/15/2026 25
9807 RobecoSam USA, Inc. $91.9M Q2 2014 8/8/2014 74
9808 Index Technologies Group LLC $91.8M Q1 2026 4/29/2026 135
9809 One Wealth Management Investment & Advisory Services, LLC $91.7M Q4 2025 1/14/2026 52
9810 BLACKTHORN INVESTMENT GROUP LLC $91.6M Q1 2014 5/13/2014 177
9811 Good Harbor Advisors, Inc. $91.6M Q1 2026 5/5/2026 82
9812 Sherry Group, Inc. $91.6M Q1 2026 5/5/2026 41
9813 Kazazian Asset Management, LLC $91.5M Q1 2026 5/12/2026 43
9814 Measured Risk Portfolios, Inc. $91.4M Q1 2026 5/15/2026 66
9815 Miller Financial Services LLC $91.3M Q1 2026 5/1/2026 120
9816 Guilbault Capital LLC $91.3M Q1 2026 5/14/2026 67
9817 ACCOUNT MANAGEMENT LLC $91.3M Q1 2026 5/1/2026 23
9818 RIVULET CAPITAL, LLC $91.2M Q4 2025 2/17/2026 3
9819 Markin Asset Management, LP $91.1M Q1 2026 5/15/2026 38
9820 Private Harbour Investment Management & Counsel, LLC $91.1M Q1 2026 4/30/2026 36
9821 Spruce Point Capital Management, LLC $90.9M Q1 2026 5/12/2026 24
9822 Grey Owl Capital Management, LLC $90.9M Q2 2014 8/8/2014 49
9823 Plus Group Wealth Advisors LLC $90.9M Q1 2026 4/7/2026 41
9824 Stellar Capital Management, LLC $90.7M Q2 2014 7/25/2014 66
9825 HARBERT MANAGEMENT CORP $90.7M Q1 2014 5/15/2014 23
9826 MLP3, LLC $90.7M Q1 2026 4/13/2026 86
9827 Provident Living Financial Services, Inc. $90.6M Q1 2026 5/13/2026 48
9828 Incision Capital Management LP $90.6M Q1 2026 5/15/2026 4
9829 General Motors Holdings LLC $90.5M Q1 2026 4/9/2026 5
9830 QUANTRES ASSET MANAGEMENT Ltd $90.4M Q2 2014 7/18/2014 151
9831 WD Thunder CV Ultimate GP LLC $90.3M Q1 2026 5/15/2026 1
9832 SCP Investment, LP $90.3M Q1 2026 5/12/2026 48
9833 Vermillion Asset Management LLC $90.3M Q1 2014 5/7/2014 7
9834 Catalyst Investment Management LLC $90.2M Q1 2026 4/23/2026 65
9835 Sage Investment Counsel LLC $90.1M Q1 2026 4/24/2026 127
9836 APPLETON GROUP, LLC $90.1M Q2 2014 8/6/2014 26
9837 Angel Oak Capital Advisors, LLC $90M Q1 2026 5/12/2026 33
9838 Stone House Capital Management, LLC $90M Q1 2026 5/15/2026 3
9839 Cedrus Wealth Group LLC $89.8M Q1 2026 5/14/2026 48
9840 Shelter Ins Retirement Plan $89.8M Q1 2026 4/29/2026 8
9841 Stenham Asset Management (UK) Plc $89.8M Q4 2025 2/17/2026 16
9842 PMG Family Office LLC $89.6M Q1 2026 4/17/2026 100
9843 Coral Wealth Management, LLC $89.4M Q1 2026 5/15/2026 16
9844 Zinnia Wealth Advisory, LLC $89.3M Q1 2026 5/8/2026 96
9845 J. Team Financial, Inc. $89.3M Q1 2026 4/22/2026 84
9846 BRIGHTFIELD CAPITAL MANAGEMENT LLC $89.3M Q1 2014 5/14/2014 40
9847 Bayforest Capital Ltd $89.3M Q1 2026 4/15/2026 879
9848 Up Capital Management, Inc. $89.1M Q1 2026 4/20/2026 18
9849 RELIANCE TRUST CO $89M Q2 2014 7/11/2014 144
9850 Brooklands Fund Management Ltd $88.9M Q1 2026 5/14/2026 63
9851 Verdad Advisers, LP $88.8M Q1 2026 5/15/2026 179
9852 Capital Asset Managemnet, LLC $88.8M Q1 2026 4/14/2026 77
9853 Sassicaia Capital Advisers LLC $88.8M Q1 2026 5/13/2026 34
9854 Hyundai Investments Co., Ltd. $88.7M Q1 2026 5/15/2026 72
9855 Xena Financial Planning, LLC $88.6M Q1 2026 4/14/2026 33
9856 SPERO-SMITH INVESTMENT ADVISERS INC /OH $88.5M Q2 2014 8/5/2014 43
9857 Blue Line Capital, LLC / IL $88.4M Q1 2026 5/12/2026 65
9858 GARRISON BRADFORD & ASSOCIATES INC $88.4M Q1 2026 5/4/2026 38
9859 Marathon Partners Equity Management, LLC $88.3M Q1 2026 5/14/2026 17
9860 RD Finance Ltd $88.1M Q1 2026 5/14/2026 29
9861 Point Break Capital Management, LLC $88M Q1 2026 5/14/2026 13
9862 Parametrica Management Ltd $88M Q1 2026 5/11/2026 20
9863 BALANCE CAPITAL PARTNERS L.P. $87.9M Q1 2026 5/15/2026 6
9864 DECISION INVESTMENTS, INC $87.9M Q1 2026 4/21/2026 140
9865 Englebert Financial Advisers, LLC $87.9M Q1 2026 4/22/2026 55
9866 Civilization Ventures Management, LLC $87.9M Q1 2026 5/15/2026 2
9867 Xiamen Xinweidachuang Investment Partnership (Limited Partnership) $87.8M Q1 2026 5/15/2026 1
9868 Daventry Group, LP $87.8M Q1 2026 5/15/2026 8
9869 Portfolio Strategies Inc $87.8M Q1 2014 5/16/2014 46
9870 Indie Asset Partners, LLC $87.8M Q1 2026 5/8/2026 83
9871 Sparta 24 Ltd. $87.5M Q1 2026 5/6/2026 10
9872 Merit Investment Management, LLC $87.5M Q4 2013 2/11/2014 34
9873 Immersion Capital LLP $87.4M Q1 2026 5/15/2026 11
9874 MSD CAPITAL, L.P. $87.3M Q1 2026 5/15/2026 3
9875 White River Investment Partners, LLC $87.3M Q2 2014 8/7/2014 10
9876 WEDGEWOOD INVESTORS INC /PA/ $87.2M Q1 2026 5/5/2026 99
9877 Integrated Wealth Management $87.2M Q1 2026 4/22/2026 95
9878 Hilltop Park Associates LLC $87M Q1 2014 5/15/2014 50
9879 October Effect Ltd $86.8M Q1 2026 4/21/2026 64
9880 Greenline Wealth Management LLC $86.7M Q1 2026 5/14/2026 94
9881 Absoluto Partners Gestao de Recursos Ltda $86.7M Q1 2026 5/15/2026 3
9882 Simcah Management LLC $86.6M Q4 2013 4/7/2014 15
9883 Vertex Investment Solutions Co., Ltd. $86.5M Q1 2026 4/30/2026 25
9884 American Capital Mortgage Management, LLC $86.4M Q2 2014 7/18/2014 1
9885 SHINE INVESTMENT ADVISORY SERVICES INC $86.4M Q2 2014 8/4/2014 24
9886 Benefit Street Partners LLC $86.4M Q1 2026 4/20/2026 19
9887 Braeside Investments, LLC $86.1M Q1 2014 5/12/2014 18
9888 August Group Capital Ltd $86.1M Q1 2026 5/14/2026 93
9889 22C Capital LLC $86M Q1 2026 5/15/2026 1
9890 Deuterium Capital Management, LLC $86M Q1 2026 5/13/2026 26
9891 Vesey Street Capital Partners, L.L.C. $85.8M Q1 2026 5/13/2026 1
9892 CAZ INVESTMENTS LP $85.6M Q1 2026 5/12/2026 45
9893 Roumell Asset Management, LLC $85.3M Q2 2014 8/11/2014 14
9894 VALLEY NATIONAL BANCORP $85.2M Q2 2014 7/31/2014 195
9895 Sunstone Asset Management, L.P. $85.2M Q1 2026 5/14/2026 61
9896 Capital Advisor Network LLC $85.1M Q1 2026 5/13/2026 149
9897 LeVasseur Capital Partners LLC $85M Q1 2014 5/14/2014 7
9898 EnCap Energy Capital Fund VIII, L.P. $84.9M Q4 2025 2/17/2026 2
9899 SOUTH GEORGIA CAPITAL, LLC $84.8M Q2 2014 8/5/2014 202
9900 IMS Capital Management $84.8M Q1 2014 5/14/2014 149
9901 Capitol Family Office, Inc. $84.7M Q1 2026 4/14/2026 48
9902 Triad Investment Management $84.7M Q1 2026 5/7/2026 36
9903 Prism Planning Partners LLC $84.5M Q1 2026 5/12/2026 42
9904 STONEBRIDGE ADVISORS LLC $84.5M Q1 2026 4/30/2026 2
9905 Man Investment Partners (US) LP $84.3M Q1 2026 5/14/2026 6
9906 Invictus RG Pte. Ltd. $84.2M Q1 2014 5/14/2014 560
9907 Goodwin Investment Advisory $84M Q1 2026 5/12/2026 29
9908 Mayar Capital Ltd. $83.9M Q1 2026 5/7/2026 16
9909 WESLEY CAPITAL MANAGEMENT, LLC $83.9M Q2 2014 8/11/2014 22
9910 ORBA Wealth Advisors, L.L.C. $83.9M Q1 2026 4/28/2026 65
9911 CPWA, LLC $83.7M Q1 2026 5/13/2026 90
9912 DELPHI MANAGEMENT INC /MA/ $83.6M Q1 2026 4/20/2026 79
9913 MARVIN & PALMER ASSOCIATES INC $83.5M Q1 2026 5/8/2026 21
9914 Crystal Cove Asset Management, LLC $83.2M Q1 2026 5/14/2026 18
9915 Pensionfund Sabic $83M Q1 2026 4/1/2026 77
9916 Empery Asset Management, LP $83M Q1 2026 5/8/2026 32
9917 North Ground Capital $83M Q1 2026 5/11/2026 40
9918 BANCED CORP $82.9M Q2 2014 7/8/2014 179
9919 Blantyre Capital Ltd $82.8M Q1 2026 5/15/2026 1
9920 Wiser Advisor Group LLC $82.7M Q1 2026 4/22/2026 224
9921 Variant Private Wealth, LLC $82.6M Q1 2026 5/15/2026 38
9922 Axim Planning & Wealth $82.4M Q1 2026 5/14/2026 84
9923 FIFTH LANE CAPITAL, LP $82.3M Q1 2026 5/15/2026 58
9924 MSD Partners, L.P. $82.3M Q1 2026 5/15/2026 8
9925 1060 Capital, LLC $82.3M Q1 2026 5/15/2026 12
9926 KHALL LLC $82M Q1 2026 5/14/2026 1
9927 BIGLARI HOLDINGS INC. $82M Q1 2014 5/15/2014 2
9928 Bayesian Capital Management, LP $81.9M Q1 2026 5/15/2026 137
9929 Rotella Capital Management, Inc. $81.8M Q1 2014 5/21/2014 243
9930 FinDec Wealth Services, Inc. $81.8M Q1 2026 5/5/2026 30
9931 Fund Resources Investment Holding Group Co Ltd $81.7M Q1 2026 4/21/2026 1
9932 Accel Growth Fund V Associates L.L.C. $81.7M Q1 2026 5/8/2026 2
9933 YALE UNIVERSITY $81.5M Q2 2014 8/8/2014 6
9934 Walleye Partners, LLC $81.4M Q1 2026 4/23/2026 54
9935 KERR FINANCIAL PLANNING Corp $81.4M Q1 2026 4/29/2026 528
9936 QVIDTVM Management LLC $81.4M Q1 2026 5/15/2026 14
9937 MEDICI CAPITAL LLC $81.2M Q1 2026 5/13/2026 11
9938 Sonoma Private Wealth LLC $81.2M Q1 2026 5/15/2026 67
9939 Riverview Trust Co $81.2M Q1 2026 5/1/2026 202
9940 MORGENS WATERFALL VINTIADIS & CO INC $81.2M Q1 2026 5/15/2026 14
9941 Significant Wealth Partners LLC $81.2M Q1 2026 4/8/2026 111
9942 Feynman Point Asset Management LLC $81.1M Q1 2026 5/15/2026 24
9943 Algorithmic Investment Models, LLC $81M Q1 2026 5/14/2026 32
9944 FORMULATE FINANCIAL LLC $81M Q1 2026 4/29/2026 26
9945 WESTON CAPITAL MANAGEMENT INC $80.9M Q4 2013 1/3/2014 38
9946 Wellment Financial $80.8M Q1 2026 4/28/2026 38
9947 Ampfield Management, L.P. $80.8M Q1 2026 4/22/2026 5
9948 HCEP Management Ltd $80.7M Q1 2026 5/14/2026 4
9949 HS Investments IV Ltd $80.6M Q1 2026 5/15/2026 2
9950 POM Investment Strategies, LLC $80.5M Q1 2026 5/11/2026 433
9951 Elite Life Management LLC $80M Q1 2026 5/11/2026 57
9952 Ventas, Inc. $80M Q1 2026 5/15/2026 1
9953 Glaxis Capital Management, LLC $79.9M Q1 2026 5/11/2026 41
9954 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA $79.7M Q1 2026 5/12/2026 84
9955 Children's Medical Center Corp $79.7M Q1 2026 5/15/2026 1
9956 RAMSEY ASSET MANAGEMENT $79.7M Q2 2014 8/11/2014 45
9957 KIZE CAPITAL LP $79.6M Q1 2026 5/14/2026 6
9958 BANK PICTET & CIE (ASIA) LTD $79.6M Q2 2014 8/6/2014 49
9959 Ridgeback Capital Investments L.P. $79.1M Q4 2013 5/15/2014 5
9960 Point72 Hong Kong Ltd $79.1M Q1 2014 5/15/2014 17
9961 Tyvor Capital LLC $79M Q1 2014 5/15/2014 20
9962 Lane Five Capital Management, LP $79M Q1 2014 5/15/2014 22
9963 SUMMITPOINT CAPITAL MANAGEMENT $78.8M Q1 2026 5/7/2026 35
9964 Centennial Advisors, LLC $78.6M Q1 2026 4/21/2026 83
9965 Spahn Wealth & Retirement LLC $78.6M Q1 2026 5/14/2026 25
9966 Totem Point Management, LLC $78.4M Q1 2026 5/15/2026 17
9967 DGH Investments Inc. $78.4M Q2 2014 8/7/2014 2
9968 STAPP WEALTH MANAGEMENT, PLLC $78.3M Q1 2026 4/21/2026 30
9969 Yoffe Investment Management, LLC $78.1M Q1 2026 4/21/2026 111
9970 EXCELSIA, INC. $78M Q2 2014 7/25/2014 40
9971 State of New Jersey Common Pension Fund E $77.7M Q1 2026 4/30/2026 1
9972 Lehman Brothers Holdings Inc. $77.6M Q1 2014 5/14/2014 5
9973 PUFF WEALTH MANAGEMENT, LLC $77.4M Q4 2025 1/7/2026 70
9974 Kendall Square Capital, LLC $77.4M Q1 2014 5/15/2014 32
9975 Avory & Company, LLC $77.3M Q1 2026 4/29/2026 34
9976 Omnitrust Wealth Management, Inc $77.2M Q1 2026 4/22/2026 64
9977 DB&C Advisors, LLC $77M Q1 2026 4/24/2026 67
9978 Natixis Investment Managers, LLC $76.9M Q1 2026 5/14/2026 2
9979 T3 Companies, LLC $76.8M Q1 2026 5/7/2026 159
9980 BRX Global LP $76.7M Q1 2026 5/14/2026 3
9981 Burren Capital Advisors Ltd $76.7M Q1 2014 5/16/2014 18
9982 Aris Wealth Services, Inc. $76.5M Q2 2014 7/14/2014 106
9983 Black River Asset Management LLC $76.5M Q2 2014 7/28/2014 23
9984 Eagle Point Credit Management LLC $76.5M Q1 2026 5/7/2026 14
9985 Linden Rose Investment LLC $76.2M Q1 2026 5/5/2026 6
9986 Canaan Partners XI LLC $76.1M Q1 2026 4/24/2026 3
9987 PICTET BANK & TRUST Ltd $76.1M Q1 2026 4/14/2026 33
9988 Multicoin Capital Management, LLC $75.9M Q1 2026 5/15/2026 3
9989 Applied Fundamental Research, LLC $75.8M Q1 2026 5/13/2026 10
9990 P.R. Herzig & Co. Inc. $75.6M Q2 2014 7/10/2014 61
9991 Chinook Capital Management $75.6M Q4 2013 1/27/2014 50
9992 Harrison Street Private Wealth LLC $75.5M Q1 2026 4/24/2026 21
9993 Institutional Venture Management XV, LLC $75.5M Q1 2026 5/15/2026 3
9994 Meadowbrook Wealth Management, LLC $75.5M Q1 2026 4/14/2026 65
9995 OTA LLC $75.4M Q2 2014 8/8/2014 61
9996 Owlhouse Capital LP $75.3M Q1 2026 5/15/2026 21
9997 Luminist Capital LLC $75.3M Q1 2026 4/24/2026 111
9998 SQUARE PEG CAPITAL PTY LTD $75.2M Q1 2026 5/15/2026 10
9999 ORRELL CAPITAL MANAGEMENT INC $74.7M Q1 2014 5/8/2014 28
10000 Holland Advisory Services, Inc. $74.6M Q1 2026 4/7/2026 47