Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9801 | Elevated Private Wealth, LLC | $97.1M | Q4 2025 | 2/12/2026 | 94 |
| 9802 | PARTNERS WEALTH MANAGEMENT, LLC | $97M | Q1 2026 | 4/23/2026 | 109 |
| 9803 | Yu Fan | $97M | Q1 2026 | 5/15/2026 | 8 |
| 9804 | Skyview Financial Group LLC | $96.9M | Q4 2025 | 2/18/2026 | 57 |
| 9805 | Standard Family Office LLC | $96.8M | Q1 2026 | 5/14/2026 | 31 |
| 9806 | truNorth Financial Services, Inc. | $96.7M | Q1 2026 | 5/5/2026 | 49 |
| 9807 | Fullerton Advisors, LLC | $96.6M | Q1 2026 | 4/21/2026 | 53 |
| 9808 | Watershed Asset Management, L.L.C. | $96.5M | Q1 2026 | 5/6/2026 | 118 |
| 9809 | Samara Investment Management, LLC | $96.5M | Q1 2026 | 5/7/2026 | 72 |
| 9810 | STEEL PARTNERS HOLDINGS L.P. | $96.4M | Q1 2026 | 5/15/2026 | 10 |
| 9811 | Unify Financial Advisors | $96.4M | Q1 2026 | 4/23/2026 | 89 |
| 9812 | Gerry Farber, LLC | $96.4M | Q2 2014 | 7/28/2014 | 61 |
| 9813 | American Wealth Advisors, LLC | $96M | Q1 2026 | 4/29/2026 | 41 |
| 9814 | E6 Portfolios, LLC | $95.9M | Q1 2026 | 5/12/2026 | 58 |
| 9815 | Orchard Capital Management, LLC | $95.9M | Q1 2026 | 5/13/2026 | 46 |
| 9816 | Oregon Pacific Wealth Management, LLC | $95.8M | Q1 2026 | 4/23/2026 | 105 |
| 9817 | Neon Liberty Capital Management LLC | $95.7M | Q2 2014 | 7/28/2014 | 11 |
| 9818 | Fortress Financial Solutions, LLC | $95.7M | Q1 2026 | 5/4/2026 | 56 |
| 9819 | Norwest Venture Partners XI, LP | $95.6M | Q2 2014 | 8/11/2014 | 1 |
| 9820 | RED REEF ADVISORS LLC | $95.5M | Q1 2026 | 5/12/2026 | 179 |
| 9821 | One Wealth Management Investment & Advisory Services, LLC | $95.3M | Q2 2026 | 7/13/2026 | 53 |
| 9822 | DRILL CRAIG A | $95.2M | Q2 2014 | 7/17/2014 | 24 |
| 9823 | SFI Advisors, LLC | $95.2M | Q1 2026 | 5/5/2026 | 48 |
| 9824 | HELIOS CAPITAL MANAGEMENT PTE. LTD | $95.1M | Q1 2026 | 5/5/2026 | 21 |
| 9825 | Punch Card Capital, L.P. | $95.1M | Q1 2014 | 5/15/2014 | 3 |
| 9826 | Premier Private Wealth Management LLC | $94.8M | Q1 2026 | 5/7/2026 | 53 |
| 9827 | SaddleRock Capital Management LLC | $94.8M | Q1 2026 | 5/15/2026 | 18 |
| 9828 | AFLAC INC | $94.8M | Q1 2026 | 5/6/2026 | 4 |
| 9829 | Ankerstar Wealth, LLC | $94.7M | Q1 2026 | 5/13/2026 | 955 |
| 9830 | Galaxy Digital Capital Management GP LLC | $94.5M | Q1 2026 | 5/14/2026 | 54 |
| 9831 | JCSD Capital, LLC | $94.5M | Q1 2026 | 4/23/2026 | 29 |
| 9832 | McCarthy Capital CORP | $94.5M | Q2 2014 | 7/22/2014 | 1 |
| 9833 | Boxwood Ventures, Inc. | $94.3M | Q1 2026 | 5/11/2026 | 33 |
| 9834 | Geremia Financial Services, LLC | $94.3M | Q2 2026 | 7/15/2026 | 9 |
| 9835 | Briggs Wealth Management, Inc | $94.3M | Q1 2026 | 5/15/2026 | 58 |
| 9836 | NEW VERNON INVESTMENT MANAGEMENT LLC | $94.2M | Q1 2026 | 5/15/2026 | 39 |
| 9837 | FirstWave Capital Management LLC | $94.1M | Q1 2026 | 5/11/2026 | 27 |
| 9838 | MONTCHANIN ASSET MANAGEMENT, LLC | $94.1M | Q1 2026 | 5/21/2026 | 55 |
| 9839 | ZPR Investment Management | $94M | Q1 2014 | 5/15/2014 | 37 |
| 9840 | WealthCare Asset Management, LLC | $94M | Q1 2026 | 4/30/2026 | 32 |
| 9841 | Arrow Investment Advisors, LLC | $93.9M | Q1 2026 | 5/4/2026 | 59 |
| 9842 | University of Cambridge Investment Management Ltd | $93.9M | Q2 2026 | 7/13/2026 | 1 |
| 9843 | Wall Capital Group, Inc. | $93.7M | Q1 2026 | 4/20/2026 | 23 |
| 9844 | LWM Advisory Services, LLC | $93.7M | Q1 2026 | 4/28/2026 | 76 |
| 9845 | GRITSTONE ASSET MANAGEMENT LLC | $93.6M | Q1 2026 | 5/5/2026 | 154 |
| 9846 | Avail Investment Partners, LLC | $93.6M | Q1 2026 | 5/13/2026 | 137 |
| 9847 | Wallace Advisory Group, LLC | $93.6M | Q1 2026 | 4/21/2026 | 123 |
| 9848 | Telligent Fund, LP | $93.6M | Q1 2026 | 5/12/2026 | 24 |
| 9849 | Robocap Asset Management Ltd | $93.5M | Q1 2026 | 4/16/2026 | 23 |
| 9850 | WealthTrust-Arizona, LLC | $93.5M | Q2 2014 | 7/22/2014 | 647 |
| 9851 | Pensionfund Sabic | $93.5M | Q2 2026 | 7/1/2026 | 76 |
| 9852 | SURIENCE PRIVATE WEALTH LLC | $93.2M | Q1 2026 | 4/20/2026 | 40 |
| 9853 | Eurizon Asset Management Hungary Ltd. | $93.1M | Q1 2026 | 5/7/2026 | 20 |
| 9854 | Seven Six Capital Management, LLC | $93M | Q1 2026 | 5/18/2026 | 25 |
| 9855 | Meadowbrook Wealth Management, LLC | $92.9M | Q2 2026 | 7/6/2026 | 81 |
| 9856 | Kore Advisors LP | $92.9M | Q1 2026 | 5/13/2026 | 17 |
| 9857 | Talara Capital Management, LLC | $92.8M | Q1 2014 | 5/15/2014 | 20 |
| 9858 | Investment Insight Wealth Management, LLC | $92.7M | Q1 2026 | 4/29/2026 | 36 |
| 9859 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | $92.7M | Q1 2026 | 5/15/2026 | 7 |
| 9860 | Yunqi Capital Ltd | $92.4M | Q1 2026 | 5/11/2026 | 4 |
| 9861 | Significant Wealth Partners LLC | $92.4M | Q2 2026 | 7/14/2026 | 116 |
| 9862 | Jackson Brooke LLC | $92.3M | Q1 2026 | 5/12/2026 | 1 |
| 9863 | Central Square Management LLC | $92.2M | Q2 2014 | 8/8/2014 | 37 |
| 9864 | Aspirean Wealth, LLC | $92.1M | Q1 2026 | 5/13/2026 | 18 |
| 9865 | MARQUETTE ASSOCIATES, INC. | $91.9M | Q1 2026 | 5/15/2026 | 25 |
| 9866 | RobecoSam USA, Inc. | $91.9M | Q2 2014 | 8/8/2014 | 74 |
| 9867 | Index Technologies Group LLC | $91.8M | Q1 2026 | 4/29/2026 | 135 |
| 9868 | BLACKTHORN INVESTMENT GROUP LLC | $91.6M | Q1 2014 | 5/13/2014 | 177 |
| 9869 | Kazazian Asset Management, LLC | $91.5M | Q1 2026 | 5/12/2026 | 43 |
| 9870 | Measured Risk Portfolios, Inc. | $91.4M | Q1 2026 | 5/15/2026 | 66 |
| 9871 | Miller Financial Services LLC | $91.3M | Q1 2026 | 5/1/2026 | 120 |
| 9872 | Guilbault Capital LLC | $91.3M | Q1 2026 | 5/14/2026 | 67 |
| 9873 | ACCOUNT MANAGEMENT LLC | $91.3M | Q1 2026 | 5/1/2026 | 23 |
| 9874 | RIVULET CAPITAL, LLC | $91.2M | Q4 2025 | 2/17/2026 | 3 |
| 9875 | Private Harbour Investment Management & Counsel, LLC | $91.1M | Q1 2026 | 4/30/2026 | 36 |
| 9876 | Spruce Point Capital Management, LLC | $90.9M | Q1 2026 | 5/12/2026 | 24 |
| 9877 | Grey Owl Capital Management, LLC | $90.9M | Q2 2014 | 8/8/2014 | 49 |
| 9878 | Stellar Capital Management, LLC | $90.7M | Q2 2014 | 7/25/2014 | 66 |
| 9879 | HARBERT MANAGEMENT CORP | $90.7M | Q1 2014 | 5/15/2014 | 23 |
| 9880 | MLP3, LLC | $90.7M | Q1 2026 | 4/13/2026 | 86 |
| 9881 | Provident Living Financial Services, Inc. | $90.6M | Q1 2026 | 5/13/2026 | 48 |
| 9882 | Incision Capital Management LP | $90.6M | Q1 2026 | 5/15/2026 | 4 |
| 9883 | Holland Advisory Services, Inc. | $90.5M | Q2 2026 | 7/13/2026 | 49 |
| 9884 | General Motors Holdings LLC | $90.5M | Q1 2026 | 4/9/2026 | 5 |
| 9885 | QUANTRES ASSET MANAGEMENT Ltd | $90.4M | Q2 2014 | 7/18/2014 | 151 |
| 9886 | WD Thunder CV Ultimate GP LLC | $90.3M | Q1 2026 | 5/15/2026 | 1 |
| 9887 | SCP Investment, LP | $90.3M | Q1 2026 | 5/12/2026 | 48 |
| 9888 | Vermillion Asset Management LLC | $90.3M | Q1 2014 | 5/7/2014 | 7 |
| 9889 | Catalyst Investment Management LLC | $90.2M | Q1 2026 | 4/23/2026 | 65 |
| 9890 | Sage Investment Counsel LLC | $90.1M | Q1 2026 | 4/24/2026 | 127 |
| 9891 | APPLETON GROUP, LLC | $90.1M | Q2 2014 | 8/6/2014 | 26 |
| 9892 | Angel Oak Capital Advisors, LLC | $90M | Q1 2026 | 5/12/2026 | 33 |
| 9893 | Stone House Capital Management, LLC | $90M | Q1 2026 | 5/15/2026 | 3 |
| 9894 | Cedrus Wealth Group LLC | $89.8M | Q1 2026 | 5/14/2026 | 48 |
| 9895 | Shelter Ins Retirement Plan | $89.8M | Q1 2026 | 4/29/2026 | 8 |
| 9896 | Stenham Asset Management (UK) Plc | $89.8M | Q4 2025 | 2/17/2026 | 16 |
| 9897 | KERR FINANCIAL PLANNING Corp | $89.6M | Q2 2026 | 7/2/2026 | 549 |
| 9898 | Alken Asset Management Ltd | $89.6M | Q2 2026 | 7/10/2026 | 40 |
| 9899 | Coral Wealth Management, LLC | $89.4M | Q1 2026 | 5/15/2026 | 16 |
| 9900 | Zinnia Wealth Advisory, LLC | $89.3M | Q1 2026 | 5/8/2026 | 96 |
| 9901 | J. Team Financial, Inc. | $89.3M | Q1 2026 | 4/22/2026 | 84 |
| 9902 | BRIGHTFIELD CAPITAL MANAGEMENT LLC | $89.3M | Q1 2014 | 5/14/2014 | 40 |
| 9903 | Bayforest Capital Ltd | $89.3M | Q1 2026 | 4/15/2026 | 879 |
| 9904 | Up Capital Management, Inc. | $89.1M | Q1 2026 | 4/20/2026 | 18 |
| 9905 | RELIANCE TRUST CO | $89M | Q2 2014 | 7/11/2014 | 144 |
| 9906 | Brooklands Fund Management Ltd | $88.9M | Q1 2026 | 5/14/2026 | 63 |
| 9907 | Verdad Advisers, LP | $88.8M | Q1 2026 | 5/15/2026 | 179 |
| 9908 | Capital Asset Managemnet, LLC | $88.8M | Q1 2026 | 4/14/2026 | 77 |
| 9909 | Sassicaia Capital Advisers LLC | $88.8M | Q1 2026 | 5/13/2026 | 34 |
| 9910 | Hyundai Investments Co., Ltd. | $88.7M | Q1 2026 | 5/15/2026 | 72 |
| 9911 | Xena Financial Planning, LLC | $88.6M | Q1 2026 | 4/14/2026 | 33 |
| 9912 | SPERO-SMITH INVESTMENT ADVISERS INC /OH | $88.5M | Q2 2014 | 8/5/2014 | 43 |
| 9913 | Blue Line Capital, LLC / IL | $88.4M | Q1 2026 | 5/12/2026 | 65 |
| 9914 | GARRISON BRADFORD & ASSOCIATES INC | $88.4M | Q1 2026 | 5/4/2026 | 38 |
| 9915 | Marathon Partners Equity Management, LLC | $88.3M | Q1 2026 | 5/14/2026 | 17 |
| 9916 | RD Finance Ltd | $88.1M | Q1 2026 | 5/14/2026 | 29 |
| 9917 | Point Break Capital Management, LLC | $88M | Q1 2026 | 5/14/2026 | 13 |
| 9918 | Parametrica Management Ltd | $88M | Q1 2026 | 5/11/2026 | 20 |
| 9919 | BALANCE CAPITAL PARTNERS L.P. | $87.9M | Q1 2026 | 5/15/2026 | 6 |
| 9920 | Englebert Financial Advisers, LLC | $87.9M | Q1 2026 | 4/22/2026 | 55 |
| 9921 | Civilization Ventures Management, LLC | $87.9M | Q1 2026 | 5/15/2026 | 2 |
| 9922 | Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | $87.8M | Q1 2026 | 5/15/2026 | 1 |
| 9923 | Daventry Group, LP | $87.8M | Q1 2026 | 5/15/2026 | 8 |
| 9924 | Portfolio Strategies Inc | $87.8M | Q1 2014 | 5/16/2014 | 46 |
| 9925 | Indie Asset Partners, LLC | $87.8M | Q1 2026 | 5/8/2026 | 83 |
| 9926 | Sparta 24 Ltd. | $87.5M | Q1 2026 | 5/6/2026 | 10 |
| 9927 | Merit Investment Management, LLC | $87.5M | Q4 2013 | 2/11/2014 | 34 |
| 9928 | Immersion Capital LLP | $87.4M | Q1 2026 | 5/15/2026 | 11 |
| 9929 | Yoffe Investment Management, LLC | $87.4M | Q2 2026 | 7/9/2026 | 113 |
| 9930 | MSD CAPITAL, L.P. | $87.3M | Q1 2026 | 5/15/2026 | 3 |
| 9931 | White River Investment Partners, LLC | $87.3M | Q2 2014 | 8/7/2014 | 10 |
| 9932 | WEDGEWOOD INVESTORS INC /PA/ | $87.2M | Q1 2026 | 5/5/2026 | 99 |
| 9933 | Integrated Wealth Management | $87.2M | Q1 2026 | 4/22/2026 | 95 |
| 9934 | Hilltop Park Associates LLC | $87M | Q1 2014 | 5/15/2014 | 50 |
| 9935 | October Effect Ltd | $86.8M | Q1 2026 | 4/21/2026 | 64 |
| 9936 | Greenline Wealth Management LLC | $86.7M | Q1 2026 | 5/14/2026 | 94 |
| 9937 | Absoluto Partners Gestao de Recursos Ltda | $86.7M | Q1 2026 | 5/15/2026 | 3 |
| 9938 | Simcah Management LLC | $86.6M | Q4 2013 | 4/7/2014 | 15 |
| 9939 | American Capital Mortgage Management, LLC | $86.4M | Q2 2014 | 7/18/2014 | 1 |
| 9940 | SHINE INVESTMENT ADVISORY SERVICES INC | $86.4M | Q2 2014 | 8/4/2014 | 24 |
| 9941 | Benefit Street Partners LLC | $86.4M | Q1 2026 | 4/20/2026 | 19 |
| 9942 | Braeside Investments, LLC | $86.1M | Q1 2014 | 5/12/2014 | 18 |
| 9943 | August Group Capital Ltd | $86.1M | Q1 2026 | 5/14/2026 | 93 |
| 9944 | 22C Capital LLC | $86M | Q1 2026 | 5/15/2026 | 1 |
| 9945 | Deuterium Capital Management, LLC | $86M | Q1 2026 | 5/13/2026 | 26 |
| 9946 | Vesey Street Capital Partners, L.L.C. | $85.8M | Q1 2026 | 5/13/2026 | 1 |
| 9947 | CAZ INVESTMENTS LP | $85.6M | Q1 2026 | 5/12/2026 | 45 |
| 9948 | Contango Wealth Management LLC | $85.6M | Q1 2026 | 6/9/2026 | 52 |
| 9949 | Roumell Asset Management, LLC | $85.3M | Q2 2014 | 8/11/2014 | 14 |
| 9950 | VALLEY NATIONAL BANCORP | $85.2M | Q2 2014 | 7/31/2014 | 195 |
| 9951 | Sunstone Asset Management, L.P. | $85.2M | Q1 2026 | 5/14/2026 | 61 |
| 9952 | Capital Advisor Network LLC | $85.1M | Q1 2026 | 5/13/2026 | 149 |
| 9953 | LeVasseur Capital Partners LLC | $85M | Q1 2014 | 5/14/2014 | 7 |
| 9954 | EnCap Energy Capital Fund VIII, L.P. | $84.9M | Q4 2025 | 2/17/2026 | 2 |
| 9955 | SOUTH GEORGIA CAPITAL, LLC | $84.8M | Q2 2014 | 8/5/2014 | 202 |
| 9956 | IMS Capital Management | $84.8M | Q1 2014 | 5/14/2014 | 149 |
| 9957 | Capitol Family Office, Inc. | $84.7M | Q1 2026 | 4/14/2026 | 48 |
| 9958 | Triad Investment Management | $84.7M | Q1 2026 | 5/7/2026 | 36 |
| 9959 | Prism Planning Partners LLC | $84.5M | Q1 2026 | 5/12/2026 | 42 |
| 9960 | STONEBRIDGE ADVISORS LLC | $84.5M | Q1 2026 | 4/30/2026 | 2 |
| 9961 | Man Investment Partners (US) LP | $84.3M | Q1 2026 | 5/14/2026 | 6 |
| 9962 | Invictus RG Pte. Ltd. | $84.2M | Q1 2014 | 5/14/2014 | 560 |
| 9963 | Goodwin Investment Advisory | $84M | Q1 2026 | 5/12/2026 | 29 |
| 9964 | Mayar Capital Ltd. | $83.9M | Q1 2026 | 5/7/2026 | 16 |
| 9965 | WESLEY CAPITAL MANAGEMENT, LLC | $83.9M | Q2 2014 | 8/11/2014 | 22 |
| 9966 | ORBA Wealth Advisors, L.L.C. | $83.9M | Q1 2026 | 4/28/2026 | 65 |
| 9967 | CPWA, LLC | $83.7M | Q1 2026 | 5/13/2026 | 90 |
| 9968 | DELPHI MANAGEMENT INC /MA/ | $83.6M | Q1 2026 | 4/20/2026 | 79 |
| 9969 | MARVIN & PALMER ASSOCIATES INC | $83.5M | Q1 2026 | 5/8/2026 | 21 |
| 9970 | Crystal Cove Asset Management, LLC | $83.2M | Q1 2026 | 5/14/2026 | 18 |
| 9971 | Empery Asset Management, LP | $83M | Q1 2026 | 5/8/2026 | 32 |
| 9972 | North Ground Capital | $83M | Q1 2026 | 5/11/2026 | 40 |
| 9973 | BANCED CORP | $82.9M | Q2 2014 | 7/8/2014 | 179 |
| 9974 | Blantyre Capital Ltd | $82.8M | Q1 2026 | 5/15/2026 | 1 |
| 9975 | John W. Brooker & Co., CPAs | $82.8M | Q2 2026 | 7/20/2026 | 71 |
| 9976 | Wiser Advisor Group LLC | $82.7M | Q1 2026 | 4/22/2026 | 224 |
| 9977 | Variant Private Wealth, LLC | $82.6M | Q1 2026 | 5/15/2026 | 38 |
| 9978 | Axim Planning & Wealth | $82.4M | Q1 2026 | 5/14/2026 | 84 |
| 9979 | FIFTH LANE CAPITAL, LP | $82.3M | Q1 2026 | 5/15/2026 | 58 |
| 9980 | MSD Partners, L.P. | $82.3M | Q1 2026 | 5/15/2026 | 8 |
| 9981 | 1060 Capital, LLC | $82.3M | Q1 2026 | 5/15/2026 | 12 |
| 9982 | PCB Capital LLC | $82.1M | Q2 2026 | 7/20/2026 | 114 |
| 9983 | KHALL LLC | $82M | Q1 2026 | 5/14/2026 | 1 |
| 9984 | BIGLARI HOLDINGS INC. | $82M | Q1 2014 | 5/15/2014 | 2 |
| 9985 | Bayesian Capital Management, LP | $81.9M | Q1 2026 | 5/15/2026 | 137 |
| 9986 | Rotella Capital Management, Inc. | $81.8M | Q1 2014 | 5/21/2014 | 243 |
| 9987 | FinDec Wealth Services, Inc. | $81.8M | Q1 2026 | 5/5/2026 | 30 |
| 9988 | Fund Resources Investment Holding Group Co Ltd | $81.7M | Q1 2026 | 4/21/2026 | 1 |
| 9989 | Accel Growth Fund V Associates L.L.C. | $81.7M | Q1 2026 | 5/8/2026 | 2 |
| 9990 | YALE UNIVERSITY | $81.5M | Q2 2014 | 8/8/2014 | 6 |
| 9991 | Walleye Partners, LLC | $81.4M | Q1 2026 | 4/23/2026 | 54 |
| 9992 | QVIDTVM Management LLC | $81.4M | Q1 2026 | 5/15/2026 | 14 |
| 9993 | Charis Legacy Partners, LLC | $81.3M | Q2 2026 | 7/9/2026 | 28 |
| 9994 | MEDICI CAPITAL LLC | $81.2M | Q1 2026 | 5/13/2026 | 11 |
| 9995 | Sonoma Private Wealth LLC | $81.2M | Q1 2026 | 5/15/2026 | 67 |
| 9996 | Riverview Trust Co | $81.2M | Q1 2026 | 5/1/2026 | 202 |
| 9997 | MORGENS WATERFALL VINTIADIS & CO INC | $81.2M | Q1 2026 | 5/15/2026 | 14 |
| 9998 | Feynman Point Asset Management LLC | $81.1M | Q1 2026 | 5/15/2026 | 24 |
| 9999 | Algorithmic Investment Models, LLC | $81M | Q1 2026 | 5/14/2026 | 32 |
| 10000 | FORMULATE FINANCIAL LLC | $81M | Q1 2026 | 4/29/2026 | 26 |