Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9801 | Broyhill Asset Management, LLC | $112M | Q2 2026 | 8/4/2026 | 77 |
| 9802 | Stonebridge Wealth Management, LLC | $112M | Q3 2026 | 10/8/2026 | 35 |
| 9803 | Teucrium Investment Advisors, LLC | $112M | Q2 2026 | 8/14/2026 | 47 |
| 9804 | ZENITH SOLUTIONS, INC. | $112M | Q3 2026 | 10/19/2026 | 85 |
| 9805 | EMERGENCE GP PARTNERS, LLC | $112M | Q2 2026 | 8/7/2026 | 4 |
| 9806 | Trellus Management Company, LLC | $112M | Q1 2014 | 5/14/2014 | 115 |
| 9807 | Vericrest Private Wealth | $112M | Q3 2026 | 10/21/2026 | 41 |
| 9808 | Fortune Financial Group, Inc. | $112M | Q3 2026 | 10/22/2026 | 88 |
| 9809 | Haven Global Partners, LLC | $112M | Q3 2026 | 10/13/2026 | 9 |
| 9810 | Lyons Wealth Management, LLC. | $112M | Q2 2014 | 8/11/2014 | 78 |
| 9811 | Traub Capital Management LLC | $112M | Q2 2026 | 7/23/2026 | 132 |
| 9812 | EFG Asset Management (Americas) Corp. | $112M | Q2 2014 | 7/30/2014 | 123 |
| 9813 | TOWN LANE MANAGEMENT LP | $112M | Q2 2026 | 8/14/2026 | 3 |
| 9814 | Whitford Management LLC | $112M | Q2 2026 | 8/14/2026 | 22 |
| 9815 | Teza Capital Management LLC | $112M | Q3 2026 | 10/23/2026 | 261 |
| 9816 | Skerryvore Asset Management Ltd | $112M | Q2 2026 | 8/14/2026 | 7 |
| 9817 | BANTA ASSET MANAGEMENT LP | $112M | Q3 2026 | 11/2/2026 | 18 |
| 9818 | Plus Group Wealth Advisors LLC | $112M | Q3 2026 | 10/19/2026 | 51 |
| 9819 | Watershed Asset Management, L.L.C. | $112M | Q2 2026 | 8/14/2026 | 116 |
| 9820 | SCOPIA CAPITAL MANAGEMENT LP | $112M | Q2 2026 | 8/14/2026 | 19 |
| 9821 | truNorth Financial Services, Inc. | $112M | Q2 2026 | 7/30/2026 | 59 |
| 9822 | Arbor Wealth Management LLC\AZ | $112M | Q3 2026 | 10/20/2026 | 23 |
| 9823 | Brown University | $112M | Q2 2026 | 8/5/2026 | 11 |
| 9824 | Urban Wealth Management, LLC | $112M | Q3 2026 | 10/21/2026 | 108 |
| 9825 | Objective Capital Management, LLC | $112M | Q3 2026 | 10/13/2026 | 99 |
| 9826 | Three Bearings Fiduciary Advisors, Inc. | $112M | Q2 2026 | 7/9/2026 | 312 |
| 9827 | Van Diest Capital, LLC | $112M | Q2 2026 | 8/4/2026 | 176 |
| 9828 | Investment Management Trust, LLC | $112M | Q2 2026 | 8/11/2026 | 78 |
| 9829 | Weaver C. Barksdale & Associates, Inc. | $111M | Q2 2026 | 8/13/2026 | 62 |
| 9830 | Lime Rock Management LP | $111M | Q1 2014 | 5/15/2014 | 2 |
| 9831 | TRIANGLE PEAK PARTNERS, LP | $111M | Q2 2014 | 8/11/2014 | 38 |
| 9832 | Valued Retirements, Inc. | $111M | Q2 2026 | 8/13/2026 | 101 |
| 9833 | Sensenig Capital Advisors, Inc | $111M | Q3 2026 | 10/23/2026 | 31 |
| 9834 | Atlas Venture Advisors, Inc. | $111M | Q3 2026 | 10/28/2026 | 3 |
| 9835 | Thayer Financial, L.L.C. | $111M | Q3 2026 | 10/20/2026 | 32 |
| 9836 | LAU ASSOCIATES LLC | $111M | Q2 2014 | 7/7/2014 | 63 |
| 9837 | Capital Developers, LLC | $111M | Q1 2026 | 5/8/2026 | 52 |
| 9838 | Highlander Capital Management, LLC | $111M | Q2 2014 | 8/11/2014 | 824 |
| 9839 | Beryl Capital Management LLC | $111M | Q2 2026 | 8/14/2026 | 7 |
| 9840 | Layline Advisors, LLC | $111M | Q3 2026 | 11/2/2026 | 74 |
| 9841 | SABBY MANAGEMENT, LLC | $111M | Q2 2026 | 8/14/2026 | 23 |
| 9842 | RCW Management, LLC | $111M | Q3 2026 | 10/30/2026 | 67 |
| 9843 | Chicago Capital Management, LLC | $110M | Q3 2026 | 10/21/2026 | 26 |
| 9844 | DECISION INVESTMENTS, INC | $110M | Q3 2026 | 10/7/2026 | 146 |
| 9845 | COMERICA SECURITIES INC | $110M | Q2 2014 | 8/11/2014 | 122 |
| 9846 | Michael Brady & Co., LLC | $110M | Q3 2026 | 10/23/2026 | 55 |
| 9847 | Fund Advisors of America Inc/FL | $110M | Q2 2026 | 8/11/2026 | 120 |
| 9848 | Orbis Investment Management (U.S.), L.P. | $110M | Q1 2014 | 5/15/2014 | 32 |
| 9849 | Barden Capital Management, Inc. | $110M | Q3 2026 | 10/8/2026 | 58 |
| 9850 | WHEATLAND ADVISORS INC | $110M | Q2 2014 | 8/6/2014 | 84 |
| 9851 | FourWorld Capital Management LLC | $110M | Q2 2026 | 8/14/2026 | 24 |
| 9852 | Deer Park Road Corp | $110M | Q3 2026 | 10/23/2026 | 6 |
| 9853 | SYCAMORE PARTNERS MANAGEMENT, L.P. | $110M | Q2 2026 | 8/14/2026 | 2 |
| 9854 | WEBER CAPITAL MANAGEMENT LLC /ADV | $110M | Q3 2026 | 10/19/2026 | 13 |
| 9855 | Seven Six Capital Management, LLC | $110M | Q2 2026 | 8/13/2026 | 26 |
| 9856 | Kachkovsky & Fisher, Inc. | $110M | Q3 2026 | 10/21/2026 | 72 |
| 9857 | American National Bank of Texas | $109M | Q3 2026 | 10/7/2026 | 52 |
| 9858 | Horan Capital Advisors, LLC. | $109M | Q2 2014 | 7/16/2014 | 65 |
| 9859 | Canaan Partners VII LLC | $109M | Q4 2013 | 2/14/2014 | 3 |
| 9860 | Rangeley Capital, LLC | $109M | Q2 2026 | 8/14/2026 | 183 |
| 9861 | Gumshoe Capital Management LLC | $109M | Q2 2026 | 8/14/2026 | 6 |
| 9862 | Aspirean Wealth, LLC | $109M | Q3 2026 | 11/3/2026 | 18 |
| 9863 | Karras Company, Inc. | $109M | Q3 2026 | 10/16/2026 | 65 |
| 9864 | Madison Scottsdale, LC | $109M | Q4 2013 | 2/12/2014 | 25 |
| 9865 | Yanni & Associates Investment Advisors, LLC | $109M | Q3 2026 | 10/14/2026 | 37 |
| 9866 | Unify Financial Advisors | $109M | Q3 2026 | 11/3/2026 | 86 |
| 9867 | CFG Wealth Management Services, Inc. | $109M | Q3 2026 | 10/21/2026 | 155 |
| 9868 | RAMSEY QUANTITATIVE SYSTEMS | $109M | Q3 2026 | 10/22/2026 | 65 |
| 9869 | Heronetta Management, L.P. | $109M | Q2 2026 | 7/28/2026 | 15 |
| 9870 | Rosenthal | Henry Capital Advisors, Inc. | $109M | Q3 2026 | 10/27/2026 | 49 |
| 9871 | LSP Investment Advisors, LLC | $109M | Q2 2026 | 8/14/2026 | 18 |
| 9872 | TradeLink Global Equity LLC | $109M | Q2 2014 | 7/31/2014 | 341 |
| 9873 | Samara Investment Management, LLC | $109M | Q2 2026 | 8/13/2026 | 71 |
| 9874 | SCP Investment, LP | $108M | Q2 2026 | 8/7/2026 | 47 |
| 9875 | Corient IA LP | $108M | Q2 2026 | 8/12/2026 | 249 |
| 9876 | RED REEF ADVISORS LLC | $108M | Q2 2026 | 7/23/2026 | 183 |
| 9877 | SPWM Advisors LLC | $108M | Q2 2026 | 7/24/2026 | 90 |
| 9878 | Michelson Medical Research Foundation, Inc. | $108M | Q2 2026 | 8/14/2026 | 21 |
| 9879 | PMG Family Office LLC | $108M | Q3 2026 | 10/19/2026 | 112 |
| 9880 | Yorktown Energy Partners XI, L.P. | $108M | Q2 2026 | 8/14/2026 | 4 |
| 9881 | Covenant Multifamily Offices, LLC | $108M | Q2 2014 | 8/11/2014 | 26 |
| 9882 | Yu Fan | $108M | Q2 2026 | 8/14/2026 | 8 |
| 9883 | Oregon Pacific Wealth Management, LLC | $108M | Q3 2026 | 10/20/2026 | 114 |
| 9884 | Cooperatieve Rabobank U.A. | $108M | Q1 2014 | 5/15/2014 | 80 |
| 9885 | Walsky Investment Management, Inc. | $108M | Q2 2026 | 8/14/2026 | 52 |
| 9886 | SCHNIEDERS CAPITAL MANAGEMENT LLC | $108M | Q1 2014 | 5/15/2014 | 111 |
| 9887 | RD Finance Ltd | $108M | Q3 2026 | 10/26/2026 | 26 |
| 9888 | CogentBlue Wealth Advisors, LLC | $108M | Q3 2026 | 10/9/2026 | 52 |
| 9889 | Shelter Rock Management, LLC | $107M | Q3 2026 | 10/8/2026 | 39 |
| 9890 | ENDEX CAPITAL MANAGEMENT LLC | $107M | Q4 2013 | 2/14/2014 | 322 |
| 9891 | Crossvault Capital Management LLC | $107M | Q2 2014 | 7/15/2014 | 59 |
| 9892 | ELM ADVISORS, LLC | $107M | Q2 2014 | 7/9/2014 | 74 |
| 9893 | Lubar & Co., Inc | $107M | Q3 2026 | 10/15/2026 | 3 |
| 9894 | Fullerton Advisors, LLC | $107M | Q3 2026 | 10/14/2026 | 54 |
| 9895 | Good Harbor Advisors, Inc. | $107M | Q3 2026 | 10/20/2026 | 88 |
| 9896 | Marathon Partners Equity Management, LLC | $107M | Q2 2026 | 8/13/2026 | 17 |
| 9897 | BRC-Global BAH Investments Ltd. | $107M | Q1 2026 | 4/29/2026 | 1 |
| 9898 | Page Arthur B | $107M | Q2 2014 | 7/23/2014 | 82 |
| 9899 | Aurelius Capital Management, LP | $107M | Q1 2014 | 5/15/2014 | 4 |
| 9900 | Grange Capital, LLC | $107M | Q3 2026 | 10/20/2026 | 49 |
| 9901 | Cornerstone Advisors, Inc. | $107M | Q2 2014 | 7/29/2014 | 662 |
| 9902 | Intentional Wealth Strategies, LLC | $107M | Q2 2026 | 7/28/2026 | 68 |
| 9903 | American Wealth Advisors, LLC | $107M | Q2 2026 | 8/7/2026 | 42 |
| 9904 | STF Management LP | $107M | Q4 2025 | 2/5/2026 | 101 |
| 9905 | Sherry Group, Inc. | $107M | Q3 2026 | 10/9/2026 | 51 |
| 9906 | Lakeshore Capital, LLC | $106M | Q2 2014 | 8/7/2014 | 32 |
| 9907 | Wallace Advisory Group, LLC | $106M | Q2 2026 | 8/3/2026 | 134 |
| 9908 | Ballast Financial Advisors LLC | $106M | Q3 2026 | 10/26/2026 | 71 |
| 9909 | Burkett Asset Management Ltd | $106M | Q3 2026 | 10/9/2026 | 59 |
| 9910 | Wunderlich Capital Managemnt | $106M | Q1 2014 | 5/13/2014 | 86 |
| 9911 | RK Asset Management, LLC | $106M | Q4 2025 | 1/5/2026 | 23 |
| 9912 | Split Creek LLC DBA Split Creek Capital LLC | $106M | Q3 2026 | 11/2/2026 | 135 |
| 9913 | Kingsbury Capital Investment Advisors LLC | $106M | Q3 2026 | 10/20/2026 | 107 |
| 9914 | ICM ASSET MANAGEMENT INC/WA | $106M | Q2 2014 | 7/24/2014 | 68 |
| 9915 | PUFF WEALTH MANAGEMENT, LLC | $106M | Q3 2026 | 10/7/2026 | 80 |
| 9916 | Expressive Wealth LLC | $106M | Q2 2026 | 8/11/2026 | 133 |
| 9917 | KEMPNER CAPITAL MANAGEMENT INC. | $106M | Q4 2025 | 1/12/2026 | 43 |
| 9918 | Regatta Research & Money Management | $106M | Q2 2026 | 8/11/2026 | 495 |
| 9919 | Trask Adam Roland | $106M | Q1 2026 | 5/15/2026 | 190 |
| 9920 | OneAscent Investment Solutions LLC | $106M | Q2 2026 | 8/11/2026 | 144 |
| 9921 | Board of the Pension Protection Fund | $105M | Q2 2026 | 8/7/2026 | 110 |
| 9922 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $105M | Q3 2026 | 10/22/2026 | 83 |
| 9923 | Prism Planning Partners LLC | $105M | Q3 2026 | 10/27/2026 | 53 |
| 9924 | Generations Wealth, LLC | $105M | Q2 2026 | 8/11/2026 | 36 |
| 9925 | MONEYWISE, INC. | $105M | Q3 2026 | 10/29/2026 | 63 |
| 9926 | Wills Financial Group, Inc. | $105M | Q1 2014 | 5/12/2014 | 72 |
| 9927 | Long Oar Global Investors, LLC | $105M | Q1 2014 | 5/15/2014 | 17 |
| 9928 | COGENT STRATEGIC WEALTH LLC | $105M | Q3 2026 | 10/22/2026 | 58 |
| 9929 | Corecam AG | $105M | Q3 2026 | 10/28/2026 | 47 |
| 9930 | Geremia Financial Services, LLC | $105M | Q3 2026 | 10/19/2026 | 9 |
| 9931 | OTA Financial Group L.P. | $105M | Q1 2014 | 4/30/2014 | 63 |
| 9932 | Amitell Capital Pte Ltd | $105M | Q3 2026 | 11/2/2026 | 25 |
| 9933 | Xena Financial Planning, LLC | $105M | Q3 2026 | 10/13/2026 | 38 |
| 9934 | Hyposwiss Advisors SA | $105M | Q3 2026 | 10/26/2026 | 102 |
| 9935 | Reality Financial Planning Services, LLC | $105M | Q3 2026 | 11/3/2026 | 20 |
| 9936 | Freemont Management S.A. | $105M | Q3 2026 | 11/2/2026 | 16 |
| 9937 | OLD DOMINION CAPITAL MANAGEMENT INC | $105M | Q2 2014 | 7/28/2014 | 50 |
| 9938 | 22NW, LP | $105M | Q2 2026 | 8/14/2026 | 14 |
| 9939 | IDG China Venture Capital Fund V Associates L.P. | $105M | Q2 2026 | 8/7/2026 | 1 |
| 9940 | Parus Finance SA | $105M | Q2 2012 | 6/26/2014 | 27 |
| 9941 | Calder Financial LLC | $105M | Q3 2026 | 10/13/2026 | 42 |
| 9942 | Quadrant Capital Management, LLC | $104M | Q2 2014 | 8/5/2014 | 68 |
| 9943 | ARTIS CAPITAL MANAGEMENT, L.P. | $104M | Q1 2014 | 5/15/2014 | 7 |
| 9944 | Indie Asset Partners, LLC | $104M | Q2 2026 | 8/7/2026 | 86 |
| 9945 | Verdad Advisers, LP | $104M | Q2 2026 | 8/14/2026 | 210 |
| 9946 | Cheyne Capital Management (UK) LLP | $104M | Q1 2014 | 5/14/2014 | 59 |
| 9947 | TOP Private Wealth LLC. | $104M | Q2 2026 | 8/13/2026 | 139 |
| 9948 | AIHC Capital Management Ltd | $104M | Q2 2026 | 8/13/2026 | 4 |
| 9949 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | $104M | Q2 2026 | 8/10/2026 | 5 |
| 9950 | SURIENCE PRIVATE WEALTH LLC | $104M | Q3 2026 | 10/16/2026 | 43 |
| 9951 | Aznar Financial Advisors, LLC | $104M | Q4 2025 | 2/19/2026 | 31 |
| 9952 | Q Fund Management (Hong Kong) Ltd | $104M | Q3 2026 | 10/13/2026 | 38 |
| 9953 | MONTCHANIN ASSET MANAGEMENT, LLC | $104M | Q3 2026 | 11/2/2026 | 63 |
| 9954 | SUCCESSION FINANCIAL, INC. | $104M | Q3 2026 | 10/13/2026 | 48 |
| 9955 | MOZAYYX MANAGEMENT LLC | $104M | Q2 2026 | 8/14/2026 | 19 |
| 9956 | SAPPHIRE VENTURES, L.P. | $104M | Q2 2026 | 8/14/2026 | 4 |
| 9957 | XY Capital Ltd | $104M | Q2 2026 | 8/11/2026 | 72 |
| 9958 | OECHSLE INTERNATIONAL ADVISORS, LLC | $104M | Q2 2014 | 7/7/2014 | 5 |
| 9959 | SaddleRock Capital Management LLC | $104M | Q2 2026 | 8/13/2026 | 16 |
| 9960 | Kailix Advisors LLC | $104M | Q2 2026 | 8/12/2026 | 11 |
| 9961 | Trailhead Planners LLC | $103M | Q2 2026 | 8/6/2026 | 57 |
| 9962 | T3 Companies, LLC | $103M | Q3 2026 | 10/22/2026 | 193 |
| 9963 | UMB Private Wealth Management, LLC | $103M | Q3 2026 | 10/19/2026 | 1,410 |
| 9964 | Safe Harbor Wealth Advisors, LLC | $103M | Q4 2025 | 2/13/2026 | 96 |
| 9965 | Strategic Financial Group, LLC | $103M | Q3 2026 | 10/8/2026 | 20 |
| 9966 | Incision Capital Management LP | $103M | Q2 2026 | 8/14/2026 | 5 |
| 9967 | Blantyre Capital Ltd | $103M | Q2 2026 | 8/14/2026 | 1 |
| 9968 | UG Investment Advisers Ltd. | $103M | Q2 2026 | 7/22/2026 | 10 |
| 9969 | GRITSTONE ASSET MANAGEMENT LLC | $103M | Q3 2026 | 10/26/2026 | 195 |
| 9970 | PALLADIEM, LLC | $103M | Q2 2026 | 8/13/2026 | 136 |
| 9971 | Provident Living Financial Services, Inc. | $103M | Q3 2026 | 11/3/2026 | 53 |
| 9972 | ATLANTIC INVESTMENT Co | $103M | Q1 2014 | 5/13/2014 | 53 |
| 9973 | Willow Creek Capital Management, Inc. | $103M | Q3 2026 | 10/16/2026 | 100 |
| 9974 | 22C Capital LLC | $103M | Q2 2026 | 8/14/2026 | 1 |
| 9975 | Alua Capital Management LP | $103M | Q2 2026 | 8/13/2026 | 1 |
| 9976 | Independent Order of Foresters | $103M | Q2 2026 | 8/4/2026 | 2 |
| 9977 | Orchard Capital Management, LLC | $103M | Q2 2026 | 8/12/2026 | 44 |
| 9978 | Parrish Capital LLC | $103M | Q3 2026 | 10/1/2026 | 84 |
| 9979 | Kortright Capital Partners LP | $103M | Q1 2014 | 5/14/2014 | 16 |
| 9980 | Peoples Bank/KS | $103M | Q3 2026 | 10/9/2026 | 97 |
| 9981 | Rudd Co d/b/a Styre Wealth | $103M | Q3 2026 | 10/29/2026 | 75 |
| 9982 | LANGLEY WEALTH MANAGEMENT, LLC | $102M | Q3 2026 | 11/4/2026 | 116 |
| 9983 | ADAMS HILL CAPITAL LLC | $102M | Q1 2014 | 5/15/2014 | 11 |
| 9984 | DELPHI MANAGEMENT INC /MA/ | $102M | Q2 2026 | 7/31/2026 | 83 |
| 9985 | Financial Advantage, Inc. | $102M | Q2 2014 | 8/11/2014 | 126 |
| 9986 | First Houston Capital, Inc. | $102M | Q1 2014 | 5/14/2014 | 67 |
| 9987 | Reilly Herbert Faulkner III | $102M | Q2 2014 | 8/6/2014 | 41 |
| 9988 | Laurus Global Equity Management Inc. | $102M | Q1 2026 | 4/1/2026 | 45 |
| 9989 | Electric Capital Partners, LLC | $102M | Q2 2026 | 8/14/2026 | 7 |
| 9990 | Guilbault Capital LLC | $102M | Q3 2026 | 10/28/2026 | 73 |
| 9991 | Schuylkill Financial LLC | $102M | Q3 2026 | 10/21/2026 | 66 |
| 9992 | Encore Global Management, LP | $102M | Q2 2026 | 8/11/2026 | 53 |
| 9993 | Pantera Capital Partners LP | $102M | Q2 2026 | 8/14/2026 | 15 |
| 9994 | MSD CAPITAL, L.P. | $102M | Q2 2026 | 8/14/2026 | 3 |
| 9995 | AFTON CAPITAL MANAGEMENT LLC | $102M | Q1 2014 | 5/13/2014 | 30 |
| 9996 | Integrated Wealth Management | $102M | Q3 2026 | 10/19/2026 | 99 |
| 9997 | ARBOR CAPITAL MANAGEMENT INC /ADV | $102M | Q2 2026 | 8/6/2026 | 87 |
| 9998 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | $101M | Q1 2026 | 5/15/2026 | 8 |
| 9999 | Financial Network Wealth Advisors LLC | $101M | Q3 2026 | 10/27/2026 | 908 |
| 10000 | Miramar Fiduciary Corp | $101M | Q2 2026 | 8/13/2026 | 5 |