Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 10001 | WESTON CAPITAL MANAGEMENT INC | $80.9M | Q4 2013 | 1/3/2014 | 38 |
| 10002 | Wellment Financial | $80.8M | Q1 2026 | 4/28/2026 | 38 |
| 10003 | Ampfield Management, L.P. | $80.8M | Q1 2026 | 4/22/2026 | 5 |
| 10004 | HCEP Management Ltd | $80.7M | Q1 2026 | 5/14/2026 | 4 |
| 10005 | POM Investment Strategies, LLC | $80.5M | Q1 2026 | 5/11/2026 | 433 |
| 10006 | Elite Life Management LLC | $80M | Q1 2026 | 5/11/2026 | 57 |
| 10007 | Ventas, Inc. | $80M | Q1 2026 | 5/15/2026 | 1 |
| 10008 | Glaxis Capital Management, LLC | $79.9M | Q1 2026 | 5/11/2026 | 41 |
| 10009 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $79.7M | Q1 2026 | 5/12/2026 | 84 |
| 10010 | Children's Medical Center Corp | $79.7M | Q1 2026 | 5/15/2026 | 1 |
| 10011 | RAMSEY ASSET MANAGEMENT | $79.7M | Q2 2014 | 8/11/2014 | 45 |
| 10012 | KIZE CAPITAL LP | $79.6M | Q1 2026 | 5/14/2026 | 6 |
| 10013 | BANK PICTET & CIE (ASIA) LTD | $79.6M | Q2 2014 | 8/6/2014 | 49 |
| 10014 | WestBridge Capital Management, LLC | $79.5M | Q2 2026 | 7/20/2026 | 1 |
| 10015 | Ridgeback Capital Investments L.P. | $79.1M | Q4 2013 | 5/15/2014 | 5 |
| 10016 | Point72 Hong Kong Ltd | $79.1M | Q1 2014 | 5/15/2014 | 17 |
| 10017 | Tyvor Capital LLC | $79M | Q1 2014 | 5/15/2014 | 20 |
| 10018 | Lane Five Capital Management, LP | $79M | Q1 2014 | 5/15/2014 | 22 |
| 10019 | SUMMITPOINT CAPITAL MANAGEMENT | $78.8M | Q1 2026 | 5/7/2026 | 35 |
| 10020 | Centennial Advisors, LLC | $78.6M | Q1 2026 | 4/21/2026 | 83 |
| 10021 | Spahn Wealth & Retirement LLC | $78.6M | Q1 2026 | 5/14/2026 | 25 |
| 10022 | Totem Point Management, LLC | $78.4M | Q1 2026 | 5/15/2026 | 17 |
| 10023 | DGH Investments Inc. | $78.4M | Q2 2014 | 8/7/2014 | 2 |
| 10024 | STAPP WEALTH MANAGEMENT, PLLC | $78.3M | Q1 2026 | 4/21/2026 | 30 |
| 10025 | EXCELSIA, INC. | $78M | Q2 2014 | 7/25/2014 | 40 |
| 10026 | State of New Jersey Common Pension Fund E | $77.7M | Q1 2026 | 4/30/2026 | 1 |
| 10027 | Lehman Brothers Holdings Inc. | $77.6M | Q1 2014 | 5/14/2014 | 5 |
| 10028 | Kendall Square Capital, LLC | $77.4M | Q1 2014 | 5/15/2014 | 32 |
| 10029 | Avory & Company, LLC | $77.3M | Q1 2026 | 4/29/2026 | 34 |
| 10030 | Omnitrust Wealth Management, Inc | $77.2M | Q1 2026 | 4/22/2026 | 64 |
| 10031 | DB&C Advisors, LLC | $77M | Q1 2026 | 4/24/2026 | 67 |
| 10032 | Natixis Investment Managers, LLC | $76.9M | Q1 2026 | 5/14/2026 | 2 |
| 10033 | T3 Companies, LLC | $76.8M | Q1 2026 | 5/7/2026 | 159 |
| 10034 | McGrath & Associates, Inc. | $76.8M | Q2 2026 | 7/14/2026 | 32 |
| 10035 | BRX Global LP | $76.7M | Q1 2026 | 5/14/2026 | 3 |
| 10036 | Burren Capital Advisors Ltd | $76.7M | Q1 2014 | 5/16/2014 | 18 |
| 10037 | Aris Wealth Services, Inc. | $76.5M | Q2 2014 | 7/14/2014 | 106 |
| 10038 | Black River Asset Management LLC | $76.5M | Q2 2014 | 7/28/2014 | 23 |
| 10039 | Eagle Point Credit Management LLC | $76.5M | Q1 2026 | 5/7/2026 | 14 |
| 10040 | Linden Rose Investment LLC | $76.2M | Q1 2026 | 5/5/2026 | 6 |
| 10041 | PICTET BANK & TRUST Ltd | $76.1M | Q1 2026 | 4/14/2026 | 33 |
| 10042 | Multicoin Capital Management, LLC | $75.9M | Q1 2026 | 5/15/2026 | 3 |
| 10043 | Applied Fundamental Research, LLC | $75.8M | Q1 2026 | 5/13/2026 | 10 |
| 10044 | P.R. Herzig & Co. Inc. | $75.6M | Q2 2014 | 7/10/2014 | 61 |
| 10045 | Chinook Capital Management | $75.6M | Q4 2013 | 1/27/2014 | 50 |
| 10046 | Harrison Street Private Wealth LLC | $75.5M | Q1 2026 | 4/24/2026 | 21 |
| 10047 | Institutional Venture Management XV, LLC | $75.5M | Q1 2026 | 5/15/2026 | 3 |
| 10048 | OTA LLC | $75.4M | Q2 2014 | 8/8/2014 | 61 |
| 10049 | Owlhouse Capital LP | $75.3M | Q1 2026 | 5/15/2026 | 21 |
| 10050 | Luminist Capital LLC | $75.3M | Q1 2026 | 4/24/2026 | 111 |
| 10051 | SQUARE PEG CAPITAL PTY LTD | $75.2M | Q1 2026 | 5/15/2026 | 10 |
| 10052 | Winning Points Advisors, LLC | $74.8M | Q1 2026 | 6/30/2026 | 44 |
| 10053 | ORRELL CAPITAL MANAGEMENT INC | $74.7M | Q1 2014 | 5/8/2014 | 28 |
| 10054 | GuideStone Capital Management, LLC | $74.5M | Q1 2026 | 5/13/2026 | 1 |
| 10055 | EMPOWER HARVEST MANAGEMENT SERVICES, INC. | $74.5M | Q1 2026 | 5/12/2026 | 1 |
| 10056 | LDR Capital Management LLC | $74.4M | Q1 2026 | 5/11/2026 | 44 |
| 10057 | ZEKE LP /PA | $74.2M | Q1 2014 | 5/20/2014 | 55 |
| 10058 | January Capital Advisors LLC | $74.2M | Q1 2026 | 5/20/2026 | 52 |
| 10059 | H Capital V GP, L.P. | $74.1M | Q1 2026 | 4/29/2026 | 1 |
| 10060 | Wise Wealth Partners | $73.9M | Q1 2026 | 4/21/2026 | 53 |
| 10061 | Higher Moment Capital LP | $73.8M | Q1 2014 | 5/15/2014 | 4 |
| 10062 | PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | $73.6M | Q1 2026 | 5/14/2026 | 14 |
| 10063 | Roaring Blue Lion Capital Management, L.P. | $73.5M | Q2 2014 | 8/8/2014 | 42 |
| 10064 | Tripletail Wealth Management, LLC | $73.4M | Q1 2026 | 5/14/2026 | 255 |
| 10065 | Benson Wealth Management INC | $73.1M | Q1 2026 | 5/12/2026 | 354 |
| 10066 | EDMUNDS WHITE PARTNERS LLC | $73.1M | Q1 2014 | 4/30/2014 | 47 |
| 10067 | Beach Investment Management, LLC. | $73M | Q2 2014 | 7/30/2014 | 55 |
| 10068 | BAYPOINTE PARTNERS LLC | $72.9M | Q1 2026 | 4/30/2026 | 20 |
| 10069 | Blenheim Capital Management, L.L.C. | $72.8M | Q1 2014 | 5/15/2014 | 27 |
| 10070 | IBBOTSON ASSOCIATES INC | $72.8M | Q2 2014 | 8/7/2014 | 21 |
| 10071 | Navigation Wealth Management, Inc. | $72.6M | Q2 2026 | 7/16/2026 | 33 |
| 10072 | Wallace Hart LLC | $72.6M | Q1 2026 | 5/8/2026 | 34 |
| 10073 | Myriad Asset Management US LP | $72.4M | Q2 2026 | 7/20/2026 | 52 |
| 10074 | MWG Caph Ltd | $72.4M | Q4 2025 | 2/17/2026 | 3 |
| 10075 | PURSUIT WEALTH STRATEGIES, LLC | $72M | Q1 2026 | 5/15/2026 | 109 |
| 10076 | Divco West Real Estate Services, LLC | $71.9M | Q1 2026 | 5/8/2026 | 4 |
| 10077 | KOKUSAI Asset Management Co., Ltd. | $71.8M | Q2 2014 | 7/10/2014 | 38 |
| 10078 | INTREPID CAPITAL MANAGEMENT INC /DE/ | $71.8M | Q1 2014 | 5/15/2014 | 30 |
| 10079 | Seamans Capital Management, LLC | $71.5M | Q2 2014 | 8/11/2014 | 76 |
| 10080 | Hauser Brothers GmbH | $71.4M | Q1 2026 | 5/13/2026 | 4 |
| 10081 | Incentive AS | $71.3M | Q4 2025 | 2/12/2026 | 1 |
| 10082 | Zions Trust, National Association | $71.2M | Q2 2014 | 7/21/2014 | 196 |
| 10083 | Retireful, LLC | $71M | Q1 2026 | 4/15/2026 | 84 |
| 10084 | VALUE PARTNERS LTD /ADV | $71M | Q2 2014 | 8/12/2014 | 24 |
| 10085 | FINANCIAL COUNSELORS INC | $70.9M | Q1 2026 | 5/1/2026 | 12 |
| 10086 | Raven Rock Credit Master Fund L.P. | $70.6M | Q4 2013 | 2/10/2014 | 23 |
| 10087 | COURAGE CAPITAL MANAGEMENT LLC | $70.6M | Q1 2026 | 5/14/2026 | 14 |
| 10088 | QP WEALTH MANAGEMENT, LLC | $70.1M | Q2 2026 | 7/20/2026 | 71 |
| 10089 | Flaharty Asset Management, LLC | $69.9M | Q2 2026 | 7/8/2026 | 52 |
| 10090 | AH Equity Partners II, L.L.C. | $69.7M | Q4 2013 | 2/14/2014 | 1 |
| 10091 | Yorktown Energy Partners X, L.P. | $69.5M | Q1 2026 | 5/15/2026 | 4 |
| 10092 | Altium Investment Strategies LLC | $69.4M | Q2 2026 | 7/14/2026 | 20 |
| 10093 | AXON CAPITAL LP | $69.3M | Q1 2026 | 5/14/2026 | 15 |
| 10094 | Yost Capital Management, LP | $68.9M | Q4 2025 | 2/13/2026 | 13 |
| 10095 | WMS Group LLC | $68.8M | Q1 2026 | 4/21/2026 | 50 |
| 10096 | MATRIX VII MANAGEMENT CO LLC | $68.7M | Q2 2014 | 7/22/2014 | 1 |
| 10097 | Fidelis Wealth Advisors LLC | $68.7M | Q1 2026 | 5/12/2026 | 11 |
| 10098 | Blue Barn Wealth, LLC | $68.7M | Q4 2025 | 2/10/2026 | 46 |
| 10099 | VCU Investment Management Co | $68.6M | Q1 2026 | 5/7/2026 | 2 |
| 10100 | G.F.W. Energy VII, L.P. | $68M | Q1 2014 | 5/15/2014 | 1 |
| 10101 | QSV Equity Investors LLC | $67.6M | Q4 2025 | 2/12/2026 | 89 |
| 10102 | Shengqi Capital (Hong Kong) Ltd | $67.6M | Q1 2026 | 5/8/2026 | 5 |
| 10103 | NCM Capital Advisers, Inc. | $67.5M | Q2 2014 | 8/7/2014 | 95 |
| 10104 | Blossom Wealth Management | $67.4M | Q1 2026 | 4/28/2026 | 74 |
| 10105 | Revelation Capital Management, LLC | $67.4M | Q1 2026 | 5/15/2026 | 2 |
| 10106 | Rithm Capital Corp. | $67.4M | Q1 2026 | 5/15/2026 | 38 |
| 10107 | OMNI PARTNERS LLP | $67.3M | Q1 2014 | 5/13/2014 | 6 |
| 10108 | Sky Investment Counsel Inc | $67M | Q1 2014 | 5/14/2014 | 11 |
| 10109 | DLS Capital Management, LLC | $67M | Q1 2014 | 4/16/2014 | 24 |
| 10110 | T2 Partners Management, LP | $66.9M | Q2 2014 | 8/1/2014 | 24 |
| 10111 | Mosaic Advisors LLC | $66.8M | Q1 2026 | 5/4/2026 | 42 |
| 10112 | Solutions 4 Wealth, Ltd | $66.5M | Q1 2026 | 5/5/2026 | 55 |
| 10113 | Breachway Investments LLC | $66.4M | Q2 2026 | 7/13/2026 | 74 |
| 10114 | SIP Global Opportunity Manager LLC | $66.3M | Q1 2026 | 5/15/2026 | 1 |
| 10115 | IKOS CIF LTD | $66.2M | Q1 2014 | 5/14/2014 | 223 |
| 10116 | Stronghold Wealth Management L.L.C. | $66.2M | Q1 2026 | 4/30/2026 | 119 |
| 10117 | IVY LANE CAPITAL MANAGEMENT, LLC | $66.1M | Q1 2026 | 5/12/2026 | 11 |
| 10118 | REDMONT WEALTH ADVISORS LLC | $66M | Q4 2025 | 2/6/2026 | 307 |
| 10119 | Emeth Value Capital, LLC | $66M | Q1 2026 | 5/8/2026 | 4 |
| 10120 | NBVM GP, LLC | $65.9M | Q2 2014 | 8/7/2014 | 1 |
| 10121 | KW WEALTH MANAGEMENT LLC | $65.9M | Q4 2025 | 2/25/2026 | 83 |
| 10122 | Sterling Investment Partners Management II LLC | $65.5M | Q1 2014 | 5/15/2014 | 1 |
| 10123 | Mowery & Schoenfeld Wealth Management, LLC | $65.5M | Q1 2026 | 5/1/2026 | 357 |
| 10124 | LOCKERMAN FINANCIAL GROUP, INC. | $65.4M | Q2 2026 | 7/16/2026 | 90 |
| 10125 | ProCore Advisors, LLC | $65.2M | Q1 2026 | 4/23/2026 | 73 |
| 10126 | H&F Corporate Investors IX, Ltd. | $65.2M | Q1 2026 | 5/11/2026 | 1 |
| 10127 | John A. Wolfe & Associates, Inc. | $65.1M | Q1 2026 | 5/4/2026 | 43 |
| 10128 | Altus Capital Inc. | $65.1M | Q2 2014 | 7/29/2014 | 22 |
| 10129 | PMC FIG Opportunities LLC | $65M | Q1 2026 | 5/15/2026 | 29 |
| 10130 | Markin Volterra Fund LP | $65M | Q1 2026 | 5/15/2026 | 34 |
| 10131 | Norwood Investment Partners, LP | $65M | Q1 2026 | 5/14/2026 | 15 |
| 10132 | Corre Partners Management, LLC | $64.9M | Q1 2026 | 5/12/2026 | 3 |
| 10133 | ABG Innovation Capital Partners III GP Ltd | $64.5M | Q4 2025 | 2/17/2026 | 1 |
| 10134 | 13D Management LLC | $64.5M | Q1 2026 | 5/15/2026 | 13 |
| 10135 | CARNEGIE MELLON UNIVERSITY | $64.3M | Q1 2026 | 5/13/2026 | 5 |
| 10136 | LENNAR CORP /NEW/ | $64M | Q1 2026 | 5/13/2026 | 4 |
| 10137 | CLEAR INVESTMENT RESEARCH, LLC | $63.9M | Q1 2026 | 5/4/2026 | 241 |
| 10138 | HM Capital Management, LLC | $63.6M | Q1 2014 | 5/6/2014 | 24 |
| 10139 | H&F Corporate Investors VIII, Ltd. | $63.5M | Q1 2026 | 5/11/2026 | 1 |
| 10140 | Provident Co of the Employees of the Hebrew University LTD | $63.4M | Q1 2026 | 5/12/2026 | 26 |
| 10141 | Moon Capital Management, LLC | $63.3M | Q2 2014 | 7/14/2014 | 39 |
| 10142 | Charles Schwab Trust Bank | $63.3M | Q1 2026 | 5/11/2026 | 1 |
| 10143 | NORTHWESTERN UNIVERSITY | $63.3M | Q2 2026 | 7/9/2026 | 5 |
| 10144 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | $63.3M | Q2 2014 | 8/11/2014 | 74 |
| 10145 | DELTA PARTNERS LP | $63.3M | Q2 2014 | 8/8/2014 | 15 |
| 10146 | Avanda Investment Management Pte. Ltd. | $63.1M | Q1 2026 | 5/5/2026 | 24 |
| 10147 | 1888 Investments, LLC | $63M | Q1 2026 | 5/13/2026 | 3 |
| 10148 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | $62.8M | Q2 2026 | 7/15/2026 | 100 |
| 10149 | KDT Advisors, LLC | $62.8M | Q1 2026 | 5/15/2026 | 69 |
| 10150 | Rip Road Capital Partners LP | $62.5M | Q4 2025 | 2/17/2026 | 14 |
| 10151 | Amitell Capital Pte Ltd | $62.4M | Q1 2026 | 5/11/2026 | 14 |
| 10152 | BREAKTHRU ADVISORY SERVICES, LLC | $62.4M | Q1 2026 | 4/16/2026 | 59 |
| 10153 | Bregal General Partner Jersey Ltd | $62.3M | Q1 2026 | 5/12/2026 | 1 |
| 10154 | Bain Capital Public Equity Management II, LLC | $62.1M | Q4 2025 | 2/17/2026 | 3 |
| 10155 | Silchester International Investors LLP | $62M | Q2 2026 | 7/6/2026 | 4 |
| 10156 | Centaur Capital Partners, L.P. | $62M | Q1 2014 | 5/15/2014 | 28 |
| 10157 | SCOUT TRADING, LLC | $61.9M | Q4 2013 | 2/14/2014 | 12 |
| 10158 | JANA Partners Management, LP | $61.5M | Q1 2026 | 6/30/2026 | 1 |
| 10159 | Summit Global Management, Inc. | $61.4M | Q1 2014 | 4/24/2014 | 23 |
| 10160 | Hein Park Capital Management LP | $61.3M | Q1 2026 | 5/15/2026 | 1 |
| 10161 | Kepos Capital LP | $61.3M | Q1 2026 | 5/12/2026 | 149 |
| 10162 | Centerbridge Partners, L.P. | $61.1M | Q1 2026 | 5/15/2026 | 3 |
| 10163 | New Jersey Better Educational Savings Trust | $60.9M | Q1 2026 | 4/30/2026 | 4 |
| 10164 | Tuttle Capital Management, LLC | $60.8M | Q1 2026 | 5/4/2026 | 124 |
| 10165 | Texas County & District Retirement System | $60.8M | Q1 2026 | 5/12/2026 | 1 |
| 10166 | AREX Capital Management, LP | $60.5M | Q1 2026 | 5/15/2026 | 26 |
| 10167 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | $60.2M | Q1 2026 | 5/4/2026 | 36 |
| 10168 | NCP Inc. | $60.1M | Q1 2026 | 5/8/2026 | 76 |
| 10169 | Connective Portfolio Management, LLC | $60.1M | Q2 2026 | 7/7/2026 | 39 |
| 10170 | SIGULER GUFF ADVISERS, LLC | $60M | Q1 2014 | 5/15/2014 | 5 |
| 10171 | Greencape Capital Pty Ltd | $59.9M | Q1 2026 | 5/11/2026 | 1 |
| 10172 | TANAKA CAPITAL MANAGEMENT INC | $59.9M | Q1 2026 | 5/18/2026 | 44 |
| 10173 | Gordian Capital Singapore Pte Ltd | $59.8M | Q1 2026 | 5/13/2026 | 124 |
| 10174 | PERRITT CAPITAL MANAGEMENT INC | $59.8M | Q4 2025 | 2/17/2026 | 79 |
| 10175 | Gigafund Management Company, LLC | $59.4M | Q1 2026 | 5/8/2026 | 1 |
| 10176 | JAT Capital Mgmt LP | $59.3M | Q1 2026 | 5/15/2026 | 10 |
| 10177 | PMV Capital Advisers, LLC | $59.3M | Q1 2026 | 4/16/2026 | 119 |
| 10178 | JGE Capital Management LLC | $59.3M | Q2 2014 | 8/1/2014 | 3 |
| 10179 | Magma Venture Partners General Partner Ltd. | $59.2M | Q1 2026 | 5/13/2026 | 2 |
| 10180 | Working Capital Advisors (UK) Ltd. | $59.1M | Q1 2026 | 5/14/2026 | 2 |
| 10181 | BMI CAPITAL CORP | $58.9M | Q1 2014 | 5/13/2014 | 18 |
| 10182 | FBR & Co. | $58.7M | Q4 2013 | 2/11/2014 | 48 |
| 10183 | AIFG Consultants Ltd. | $58.2M | Q4 2025 | 2/4/2026 | 54 |
| 10184 | Elevation Management, LLC | $58.1M | Q4 2013 | 2/14/2014 | 2 |
| 10185 | 26North Partners LP | $57.9M | Q1 2026 | 5/15/2026 | 1 |
| 10186 | Yorktown Energy Partners IX, L.P. | $57.5M | Q1 2026 | 5/15/2026 | 3 |
| 10187 | VanderPol Investments L.L.C. | $57.5M | Q4 2025 | 2/4/2026 | 58 |
| 10188 | Triton Financial Group Inc | $57.4M | Q1 2026 | 5/15/2026 | 62 |
| 10189 | SIPHRON CAPITAL MANAGEMENT /CA/ | $57.2M | Q1 2014 | 5/15/2014 | 75 |
| 10190 | Virginia Estate & Retirement Planning Advisors Inc. | $57.2M | Q1 2026 | 5/11/2026 | 159 |
| 10191 | SL ADVISORS, LLC | $57.2M | Q2 2026 | 7/10/2026 | 32 |
| 10192 | Sullivan Wood Capital Management LLC | $57.1M | Q1 2026 | 5/6/2026 | 21 |
| 10193 | Lattice Capital Management, LLC | $56.9M | Q1 2026 | 5/15/2026 | 18 |
| 10194 | Oaktree Fund Advisors, LLC | $56.9M | Q1 2026 | 5/20/2026 | 14 |
| 10195 | SPRINGBANK VALUE PARTNERS LP | $56.6M | Q2 2014 | 8/8/2014 | 27 |
| 10196 | Columbia Capital IV, LLC | $56.4M | Q2 2014 | 8/1/2014 | 1 |
| 10197 | Data Collective IV GP, LLC | $55.9M | Q1 2026 | 5/15/2026 | 4 |
| 10198 | MARSHALL & SULLIVAN INC /WA/ | $55.5M | Q1 2014 | 4/30/2014 | 34 |
| 10199 | Bestgate Wealth Advisors, LLC | $55.4M | Q1 2026 | 4/23/2026 | 45 |
| 10200 | Arlington Partners LLC | $55.4M | Q2 2026 | 7/7/2026 | 64 |