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 T3 Companies, LLC $80.5M Q4 2025 2/11/2026 199
9802 Cannae Holdings, Inc. $80.3M Q4 2025 1/6/2026 2
9803 GuideStone Capital Management, LLC $79.8M Q4 2025 2/12/2026 1
9804 Retireful, LLC $79.7M Q4 2025 1/15/2026 93
9805 DB&C Advisors, LLC $79.7M Q4 2025 2/11/2026 68
9806 RAMSEY ASSET MANAGEMENT $79.7M Q2 2014 8/11/2014 45
9807 BANK PICTET & CIE (ASIA) LTD $79.6M Q2 2014 8/6/2014 49
9808 Spectrum Asset Management, Inc. $79.5M Q4 2025 2/2/2026 4
9809 Ridgeback Capital Investments L.P. $79.1M Q4 2013 5/15/2014 5
9810 IVY LANE CAPITAL MANAGEMENT, LLC $79.1M Q4 2025 2/17/2026 10
9811 Point72 Hong Kong Ltd $79.1M Q1 2014 5/15/2014 17
9812 Tyvor Capital LLC $79M Q1 2014 5/15/2014 20
9813 Lane Five Capital Management, LP $79M Q1 2014 5/15/2014 22
9814 OBERNDORF WILLIAM E $79M Q4 2025 2/13/2026 8
9815 Tripletail Wealth Management, LLC $78.9M Q4 2025 2/12/2026 263
9816 Omnitrust Wealth Management, Inc $78.7M Q4 2025 2/11/2026 65
9817 WMS Group LLC $78.6M Q4 2025 3/3/2026 54
9818 DGH Investments Inc. $78.4M Q2 2014 8/7/2014 2
9819 Yoffe Investment Management, LLC $78.3M Q4 2025 1/26/2026 113
9820 Conrad N. Hilton Foundation $78.3M Q4 2025 2/17/2026 1
9821 MARQUETTE ASSOCIATES, INC. $78.1M Q4 2025 2/17/2026 30
9822 H Capital V GP, L.P. $78M Q4 2025 2/13/2026 1
9823 York GP, Ltd. $78M Q4 2025 1/27/2026 2
9824 EXCELSIA, INC. $78M Q2 2014 7/25/2014 40
9825 STAPP WEALTH MANAGEMENT, PLLC $77.7M Q4 2025 1/21/2026 32
9826 Lehman Brothers Holdings Inc. $77.6M Q1 2014 5/14/2014 5
9827 CONTINENTAL INVESTORS SERVICES, INC. $77.5M Q4 2025 2/23/2026 72
9828 Yorktown Energy Partners X, L.P. $77.4M Q4 2025 2/17/2026 4
9829 PUFF WEALTH MANAGEMENT, LLC $77.4M Q4 2025 1/7/2026 70
9830 Kendall Square Capital, LLC $77.4M Q1 2014 5/15/2014 32
9831 Centennial Advisors, LLC $77M Q4 2025 1/22/2026 80
9832 Burren Capital Advisors Ltd $76.7M Q1 2014 5/16/2014 18
9833 Aris Wealth Services, Inc. $76.5M Q2 2014 7/14/2014 106
9834 Black River Asset Management LLC $76.5M Q2 2014 7/28/2014 23
9835 Yorktown Energy Partners IX, L.P. $75.7M Q4 2025 2/17/2026 3
9836 P.R. Herzig & Co. Inc. $75.6M Q2 2014 7/10/2014 61
9837 Chinook Capital Management $75.6M Q4 2013 1/27/2014 50
9838 Global Media & Entertainment Investments Ltd $75.5M Q4 2025 2/17/2026 1
9839 OTA LLC $75.4M Q2 2014 8/8/2014 61
9840 Working Capital Advisors (UK) Ltd. $75M Q4 2025 2/13/2026 2
9841 ORRELL CAPITAL MANAGEMENT INC $74.7M Q1 2014 5/8/2014 28
9842 Holland Advisory Services, Inc. $74.6M Q1 2026 4/7/2026 47
9843 BLKBRD Asset Management, LP $74.4M Q4 2025 2/17/2026 22
9844 SAPPHIRE VENTURES, L.L.C. $74.3M Q4 2025 2/11/2026 4
9845 ZEKE LP /PA $74.2M Q1 2014 5/20/2014 55
9846 KERR FINANCIAL PLANNING Corp $74M Q4 2025 2/10/2026 565
9847 BTS Asset Management, Inc. $73.9M Q4 2025 1/26/2026 32
9848 Higher Moment Capital LP $73.8M Q1 2014 5/15/2014 4
9849 Mayar Capital Ltd. $73.7M Q4 2025 1/27/2026 13
9850 Roaring Blue Lion Capital Management, L.P. $73.5M Q2 2014 8/8/2014 42
9851 Notable Capital Management, L.L.C. $73.3M Q4 2025 2/13/2026 11
9852 EDMUNDS WHITE PARTNERS LLC $73.1M Q1 2014 4/30/2014 47
9853 Beach Investment Management, LLC. $73M Q2 2014 7/30/2014 55
9854 Blenheim Capital Management, L.L.C. $72.8M Q1 2014 5/15/2014 27
9855 IBBOTSON ASSOCIATES INC $72.8M Q2 2014 8/7/2014 21
9856 MWG Caph Ltd $72.4M Q4 2025 2/17/2026 3
9857 COURAGE CAPITAL MANAGEMENT LLC $72.4M Q4 2025 2/17/2026 13
9858 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) $72.3M Q4 2025 3/4/2026 1
9859 Gordian Capital Singapore Pte Ltd $72.3M Q4 2025 2/11/2026 145
9860 LDR Capital Management LLC $72.2M Q4 2025 1/22/2026 41
9861 FINANCIAL COUNSELORS INC $72.1M Q4 2025 2/3/2026 13
9862 KOKUSAI Asset Management Co., Ltd. $71.8M Q2 2014 7/10/2014 38
9863 Florin Court Capital LLP $71.8M Q4 2025 2/5/2026 26
9864 INTREPID CAPITAL MANAGEMENT INC /DE/ $71.8M Q1 2014 5/15/2014 30
9865 Feynman Point Asset Management LLC $71.8M Q4 2025 2/18/2026 22
9866 Seamans Capital Management, LLC $71.5M Q2 2014 8/11/2014 76
9867 KDT Advisors, LLC $71.3M Q4 2025 2/6/2026 70
9868 Lattice Capital Management, LLC $71.3M Q4 2025 2/2/2026 21
9869 Incentive AS $71.3M Q4 2025 2/12/2026 1
9870 Truxt Investmentos Ltda. $71.3M Q3 2025 2/5/2026 22
9871 Zions Trust, National Association $71.2M Q2 2014 7/21/2014 196
9872 VALUE PARTNERS LTD /ADV $71M Q2 2014 8/12/2014 24
9873 Abdiel Capital Advisors, LP $71M Q4 2025 2/17/2026 7
9874 26North Partners LP $70.9M Q4 2025 2/17/2026 1
9875 Raven Rock Credit Master Fund L.P. $70.6M Q4 2013 2/10/2014 23
9876 McGrath & Associates, Inc. $70.4M Q4 2025 2/10/2026 43
9877 Texas County & District Retirement System $70.3M Q4 2025 2/12/2026 1
9878 Wise Wealth Partners $69.7M Q4 2025 1/29/2026 50
9879 AH Equity Partners II, L.L.C. $69.7M Q4 2013 2/14/2014 1
9880 SABBY MANAGEMENT, LLC $69.5M Q4 2025 2/17/2026 33
9881 Immersion Capital LLP $69.1M Q4 2025 2/17/2026 10
9882 Mowery & Schoenfeld Wealth Management, LLC $69M Q4 2025 1/28/2026 475
9883 Fidelis Wealth Advisors LLC $69M Q4 2025 2/13/2026 11
9884 Deuterium Capital Management, LLC $68.9M Q4 2025 2/10/2026 20
9885 Yost Capital Management, LP $68.9M Q4 2025 2/13/2026 13
9886 Angel Oak Capital Advisors, LLC $68.8M Q4 2025 2/10/2026 35
9887 MATRIX VII MANAGEMENT CO LLC $68.7M Q2 2014 7/22/2014 1
9888 Blue Barn Wealth, LLC $68.7M Q4 2025 2/10/2026 46
9889 Charles Schwab Trust Bank $68.5M Q4 2025 2/13/2026 1
9890 CAPITAL MANAGEMENT ASSOCIATES /NY/ $68.2M Q4 2025 2/9/2026 39
9891 G.F.W. Energy VII, L.P. $68M Q1 2014 5/15/2014 1
9892 Charis Legacy Partners, LLC $67.8M Q4 2025 1/8/2026 26
9893 Stronghold Wealth Management L.L.C. $67.7M Q4 2025 2/6/2026 119
9894 QSV Equity Investors LLC $67.6M Q4 2025 2/12/2026 89
9895 OBSIDIAN CIO, LLC $67.5M Q4 2025 2/18/2026 165
9896 NCM Capital Advisers, Inc. $67.5M Q2 2014 8/7/2014 95
9897 China-UAE Investment Cooperation Fund, L.P. $67.4M Q4 2025 1/30/2026 1
9898 Navigation Wealth Management, Inc. $67.3M Q4 2025 1/29/2026 33
9899 OMNI PARTNERS LLP $67.3M Q1 2014 5/13/2014 6
9900 Sky Investment Counsel Inc $67M Q1 2014 5/14/2014 11
9901 Van Diest Capital, LLC $67M Q4 2025 2/19/2026 138
9902 DLS Capital Management, LLC $67M Q1 2014 4/16/2014 24
9903 T2 Partners Management, LP $66.9M Q2 2014 8/1/2014 24
9904 Ampfield Management, L.P. $66.7M Q4 2025 2/13/2026 4
9905 Sullivan Wood Capital Management LLC $66.3M Q4 2025 1/20/2026 22
9906 Solutions 4 Wealth, Ltd $66.2M Q4 2025 2/9/2026 57
9907 IKOS CIF LTD $66.2M Q1 2014 5/14/2014 223
9908 REDMONT WEALTH ADVISORS LLC $66M Q4 2025 2/6/2026 307
9909 NBVM GP, LLC $65.9M Q2 2014 8/7/2014 1
9910 KW WEALTH MANAGEMENT LLC $65.9M Q4 2025 2/25/2026 83
9911 Sterling Investment Partners Management II LLC $65.5M Q1 2014 5/15/2014 1
9912 Altus Capital Inc. $65.1M Q2 2014 7/29/2014 22
9913 Capital CS Group, LLC $64.9M Q4 2025 1/9/2026 73
9914 Parametrica Management Ltd $64.9M Q4 2025 2/10/2026 22
9915 SANDERS MORRIS HARRIS LLC $64.7M Q4 2025 1/8/2026 35
9916 ABG Innovation Capital Partners III GP Ltd $64.5M Q4 2025 2/17/2026 1
9917 MARATHON ASSET MANAGEMENT LP $64.3M Q4 2025 2/17/2026 13
9918 AlpInvest Partners B.V. $64.2M Q4 2025 2/13/2026 12
9919 Man Investment Partners (US) LP $63.9M Q4 2025 2/17/2026 5
9920 PMC FIG Opportunities LLC $63.7M Q4 2025 2/17/2026 31
9921 HM Capital Management, LLC $63.6M Q1 2014 5/6/2014 24
9922 Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. $63.6M Q4 2025 2/10/2026 130
9923 Prentice Capital Management, LP $63.5M Q4 2025 2/17/2026 24
9924 Bratton Capital Management, L.P. $63.4M Q4 2025 2/17/2026 1
9925 Moon Capital Management, LLC $63.3M Q2 2014 7/14/2014 39
9926 8VC GP I, LLC $63.3M Q4 2025 2/18/2026 1
9927 MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ $63.3M Q2 2014 8/11/2014 74
9928 DELTA PARTNERS LP $63.3M Q2 2014 8/8/2014 15
9929 Irth Capital Management LP $62.7M Q4 2025 2/17/2026 1
9930 Rip Road Capital Partners LP $62.5M Q4 2025 2/17/2026 14
9931 Bain Capital Public Equity Management II, LLC $62.1M Q4 2025 2/17/2026 3
9932 Centaur Capital Partners, L.P. $62M Q1 2014 5/15/2014 28
9933 SCOUT TRADING, LLC $61.9M Q4 2013 2/14/2014 12
9934 FSC Wealth Advisors, LLC $61.6M Q4 2025 1/22/2026 29
9935 Elite Life Management LLC $61.6M Q4 2025 2/9/2026 53
9936 Summit Global Management, Inc. $61.4M Q1 2014 4/24/2014 23
9937 Alken Asset Management Ltd $61.3M Q4 2025 1/20/2026 38
9938 Samson Rock Capital LLP $61.3M Q4 2025 1/5/2026 3
9939 Blossom Wealth Management $60.6M Q4 2025 1/16/2026 73
9940 CLEAR INVESTMENT RESEARCH, LLC $60.3M Q4 2025 2/9/2026 51
9941 Vesey Street Capital Partners, L.L.C. $60M Q4 2025 2/13/2026 1
9942 SIGULER GUFF ADVISERS, LLC $60M Q1 2014 5/15/2014 5
9943 PERRITT CAPITAL MANAGEMENT INC $59.8M Q4 2025 2/17/2026 79
9944 Liberty Street Advisors, Inc. $59.8M Q4 2025 1/23/2026 4
9945 Myriad Asset Management US LP $59.7M Q4 2025 1/20/2026 53
9946 Kite Lake Capital Management (UK) LLP $59.7M Q4 2025 2/17/2026 4
9947 JGE Capital Management LLC $59.3M Q2 2014 8/1/2014 3
9948 Centerbridge Partners, L.P. $59.1M Q4 2025 2/17/2026 2
9949 BMI CAPITAL CORP $58.9M Q1 2014 5/13/2014 18
9950 New Jersey Better Educational Savings Trust $58.7M Q4 2025 1/29/2026 9
9951 FBR & Co. $58.7M Q4 2013 2/11/2014 48
9952 Data Collective IV GP, LLC $58.5M Q4 2025 2/17/2026 3
9953 Glaxis Capital Management, LLC $58.4M Q4 2025 2/12/2026 43
9954 CIBRA Capital Ltd $58.2M Q4 2025 1/14/2026 18
9955 AIFG Consultants Ltd. $58.2M Q4 2025 2/4/2026 54
9956 SYCAMORE PARTNERS MANAGEMENT, L.P. $58.2M Q4 2025 2/13/2026 2
9957 CoinFund Management LLC $58.1M Q4 2025 2/17/2026 16
9958 Elevation Management, LLC $58.1M Q4 2013 2/14/2014 2
9959 CAZ INVESTMENTS LP $57.8M Q4 2025 2/10/2026 33
9960 Matrix Capital Management Company, LP $57.6M Q4 2025 2/13/2026 2
9961 VanderPol Investments L.L.C. $57.5M Q4 2025 2/4/2026 58
9962 SIPHRON CAPITAL MANAGEMENT /CA/ $57.2M Q1 2014 5/15/2014 75
9963 Bestgate Wealth Advisors, LLC $56.9M Q4 2025 1/16/2026 53
9964 SPRINGBANK VALUE PARTNERS LP $56.6M Q2 2014 8/8/2014 27
9965 Hein Park Capital Management LP $56.5M Q4 2025 2/17/2026 2
9966 Columbia Capital IV, LLC $56.4M Q2 2014 8/1/2014 1
9967 CMC Financial Group $56M Q4 2025 1/26/2026 34
9968 Silver Rock Financial LP $55.9M Q4 2025 2/17/2026 25
9969 John W. Brooker & Co., CPAs $55.9M Q4 2025 1/13/2026 57
9970 Connective Portfolio Management, LLC $55.5M Q4 2025 1/12/2026 38
9971 MARSHALL & SULLIVAN INC /WA/ $55.5M Q1 2014 4/30/2014 34
9972 Valor Management LLC $55.1M Q4 2025 2/13/2026 3
9973 Atlas Merchant Capital LLC $55M Q4 2025 2/13/2026 2
9974 Markin Volterra Fund LP $55M Q4 2025 2/17/2026 42
9975 PMV Capital Advisers, LLC $54.9M Q4 2025 1/8/2026 86
9976 Madison International Realty Holdings, LLC $54.9M Q4 2025 2/6/2026 1
9977 TANAKA CAPITAL MANAGEMENT INC $54.8M Q4 2025 2/17/2026 45
9978 Lorber David A $54.4M Q1 2014 5/15/2014 43
9979 Davies Financial Advisors, Inc. $54.1M Q4 2025 1/27/2026 45
9980 Oaktree Fund Advisors, LLC $54M Q4 2025 2/17/2026 17
9981 Firsthand Capital Management, Inc. $53.9M Q4 2025 2/13/2026 47
9982 CTC Alternative Strategies, Ltd. $53.4M Q4 2025 2/18/2026 43
9983 Crestline Management, LP $53.3M Q4 2025 2/17/2026 3
9984 HughesLittle Investment Management Ltd. $53M Q4 2025 3/20/2026 1
9985 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $53M Q4 2025 1/21/2026 94
9986 Pacific Excel Wealth Advisors, Inc. $52.9M Q4 2025 2/18/2026 90
9987 Wells Financial Advisors INC $52.6M Q4 2025 2/2/2026 72
9988 Victoria 1522 Investments, LP $52.4M Q1 2014 5/14/2014 9
9989 Mosaic Advisors LLC $52.2M Q4 2025 2/18/2026 27
9990 LOCKERMAN FINANCIAL GROUP, INC. $52.1M Q4 2025 1/21/2026 82
9991 STUYVESANT CAPITAL MANAGEMENT $52.1M Q2 2014 8/6/2014 30
9992 Savitr Capital, LLC $52M Q1 2014 5/15/2014 35
9993 GCP Capital Partners LLC $51.8M Q1 2014 5/12/2014 1
9994 RIVERPARK CAPITAL MANAGEMENT LLC $51.7M Q4 2025 2/17/2026 36
9995 Ulys, L.L.C. $51.6M Q1 2014 5/15/2014 2
9996 72 Investment Holdings, LLC $50.6M Q4 2025 2/17/2026 5
9997 DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC $49.9M Q4 2013 5/15/2014 4
9998 Alpine Partners USVI, LLC $49.5M Q1 2014 5/15/2014 11
9999 Salzman & Co., Inc. $49.3M Q1 2014 5/12/2014 4
10000 AXIAL CAPITAL MANAGEMENT, LLC $49.3M Q1 2014 5/14/2014 1