Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 10001 | PartnerRe Principal Finance Inc. | $101M | Q2 2014 | 7/30/2014 | 1 |
| 10002 | Englebert Financial Advisers, LLC | $101M | Q3 2026 | 10/20/2026 | 62 |
| 10003 | Katamaran Capital LLP | $101M | Q3 2026 | 10/27/2026 | 34 |
| 10004 | Aspen Private Advisors, LLC | $101M | Q3 2026 | 10/27/2026 | 17 |
| 10005 | Kroeger Financial Partners | $101M | Q3 2026 | 10/19/2026 | 129 |
| 10006 | Shelter Ins Retirement Plan | $101M | Q2 2026 | 8/11/2026 | 8 |
| 10007 | CHIRON CAPITAL MANAGEMENT, LLC | $101M | Q3 2026 | 10/15/2026 | 125 |
| 10008 | Turner Financial Group, Inc. | $101M | Q2 2026 | 8/14/2026 | 112 |
| 10009 | Sulzberger Capital Advisors, Inc. | $101M | Q3 2026 | 10/20/2026 | 56 |
| 10010 | Cederberg Capital Ltd | $100M | Q2 2026 | 8/14/2026 | 10 |
| 10011 | Transce3nd, LLC | $100M | Q3 2026 | 10/26/2026 | 525 |
| 10012 | Carnick & Kubik, LLC | $100M | Q2 2014 | 8/5/2014 | 105 |
| 10013 | Smart Portfolios, LLC | $100M | Q1 2026 | 5/1/2026 | 99 |
| 10014 | Ampfield Management, L.P. | $100M | Q2 2026 | 7/29/2026 | 5 |
| 10015 | Park State Asset Management | $100M | Q3 2026 | 10/30/2026 | 24 |
| 10016 | Sage Investment Counsel LLC | $100M | Q3 2026 | 10/26/2026 | 125 |
| 10017 | Villanova Investment Management Co | $100M | Q3 2026 | 11/2/2026 | 55 |
| 10018 | Ulrich Consultants & Investment Group, LLC | $100M | Q3 2026 | 10/13/2026 | 47 |
| 10019 | Woodbine Capital Advisors LP | $99.7M | Q1 2014 | 5/15/2014 | 24 |
| 10020 | Absoluto Partners Gestao de Recursos Ltda | $99.6M | Q2 2026 | 8/14/2026 | 3 |
| 10021 | Asset Value Investors Ltd | $99.6M | Q1 2026 | 4/9/2026 | 2 |
| 10022 | FALCON POINT CAPITAL, LLC | $99.5M | Q2 2014 | 7/30/2014 | 115 |
| 10023 | Benson Wealth Management INC | $99.4M | Q2 2026 | 8/10/2026 | 367 |
| 10024 | CSP Financial Group, LLC | $99.3M | Q3 2026 | 10/26/2026 | 23 |
| 10025 | ACCOUNT MANAGEMENT LLC | $99.2M | Q3 2026 | 11/4/2026 | 25 |
| 10026 | Merriman Wealth Management, LLC | $99.1M | Q2 2014 | 7/30/2014 | 38 |
| 10027 | LANE BROTHERS & CO INC | $99.1M | Q3 2026 | 11/2/2026 | 56 |
| 10028 | HFG Wealth Management, LLC | $99M | Q3 2026 | 10/16/2026 | 41 |
| 10029 | Sage Capital Management, LLC | $98.8M | Q2 2014 | 7/28/2014 | 35 |
| 10030 | Willow Financial LLC | $98.7M | Q1 2026 | 4/21/2026 | 37 |
| 10031 | Rex Capital Advisors, LLC | $98.7M | Q1 2014 | 5/14/2014 | 52 |
| 10032 | Madison Street Partners, LLC | $98.7M | Q2 2014 | 7/17/2014 | 52 |
| 10033 | Fusion Investment Group, LLC | $98.4M | Q1 2014 | 5/14/2014 | 221 |
| 10034 | October Effect Ltd | $98.3M | Q3 2026 | 10/20/2026 | 62 |
| 10035 | Professional Financial Management, Inc. | $98.2M | Q3 2026 | 10/22/2026 | 22 |
| 10036 | N.G. Partners II, L.L.C. | $98.1M | Q1 2014 | 5/15/2014 | 1 |
| 10037 | Zinnia Wealth Advisory, LLC | $98.1M | Q2 2026 | 7/30/2026 | 97 |
| 10038 | August Group Capital Ltd | $98M | Q3 2026 | 10/14/2026 | 101 |
| 10039 | VIMA LLC | $97.9M | Q3 2026 | 10/23/2026 | 351 |
| 10040 | Terra Alpha Investments LLC | $97.7M | Q4 2025 | 2/5/2026 | 32 |
| 10041 | Elevation Advisory Partners LLC | $97.7M | Q2 2026 | 8/13/2026 | 48 |
| 10042 | PIPER SANDLER & CO. | $97.6M | Q3 2026 | 10/27/2026 | 15 |
| 10043 | WEDGEWOOD INVESTORS INC /PA/ | $97.6M | Q3 2026 | 10/28/2026 | 106 |
| 10044 | STRATEGIC WEALTH MANAGEMENT INC | $97.6M | Q2 2014 | 7/24/2014 | 30 |
| 10045 | HS Investments IV Ltd | $97.5M | Q3 2026 | 10/22/2026 | 2 |
| 10046 | Schrum Private Wealth Management LLC | $97.3M | Q2 2026 | 8/10/2026 | 109 |
| 10047 | Lloyd Harbor Capital Management, LLC | $97.2M | Q2 2026 | 8/14/2026 | 18 |
| 10048 | Atlas Wealth Partners, LLC | $97.1M | Q3 2026 | 11/3/2026 | 63 |
| 10049 | ASK CAPITAL INVESTMENT MANAGERS, LLC | $97.1M | Q3 2026 | 10/14/2026 | 28 |
| 10050 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | $97M | Q2 2026 | 8/14/2026 | 8 |
| 10051 | Florin Court Capital LLP | $97M | Q3 2026 | 11/2/2026 | 20 |
| 10052 | Skyview Financial Group LLC | $96.9M | Q4 2025 | 2/18/2026 | 57 |
| 10053 | University of Cambridge Investment Management Ltd | $96.4M | Q3 2026 | 10/19/2026 | 1 |
| 10054 | Gerry Farber, LLC | $96.4M | Q2 2014 | 7/28/2014 | 61 |
| 10055 | DB&C Advisors, LLC | $96.3M | Q3 2026 | 10/26/2026 | 76 |
| 10056 | Closed-End Fund Advisors, Inc. | $96.2M | Q3 2026 | 11/4/2026 | 168 |
| 10057 | Kore Advisors LP | $96.2M | Q2 2026 | 8/14/2026 | 17 |
| 10058 | INKWELL CAPITAL LLC | $96.2M | Q2 2026 | 8/3/2026 | 31 |
| 10059 | John & Kathleen Schreiber Foundation | $95.8M | Q2 2026 | 8/11/2026 | 4 |
| 10060 | Neon Liberty Capital Management LLC | $95.7M | Q2 2014 | 7/28/2014 | 11 |
| 10061 | Holland Advisory Services, Inc. | $95.6M | Q3 2026 | 10/26/2026 | 50 |
| 10062 | Norwest Venture Partners XI, LP | $95.6M | Q2 2014 | 8/11/2014 | 1 |
| 10063 | Meadowbrook Wealth Management, LLC | $95.4M | Q3 2026 | 10/8/2026 | 72 |
| 10064 | One Wealth Management Investment & Advisory Services, LLC | $95.3M | Q2 2026 | 7/13/2026 | 53 |
| 10065 | DRILL CRAIG A | $95.2M | Q2 2014 | 7/17/2014 | 24 |
| 10066 | AIP, LLC | $95.2M | Q2 2026 | 8/11/2026 | 2 |
| 10067 | York GP, Ltd. | $95.2M | Q3 2026 | 10/20/2026 | 3 |
| 10068 | Punch Card Capital, L.P. | $95.1M | Q1 2014 | 5/15/2014 | 3 |
| 10069 | FORMULATE FINANCIAL LLC | $95M | Q2 2026 | 7/31/2026 | 26 |
| 10070 | McCarthy Capital CORP | $94.5M | Q2 2014 | 7/22/2014 | 1 |
| 10071 | WealthSpring Partners, LLC | $94.4M | Q3 2026 | 10/14/2026 | 74 |
| 10072 | SkyKnight Capital, L.P. | $94.1M | Q2 2026 | 8/13/2026 | 3 |
| 10073 | Divco West Real Estate Services, LLC | $94M | Q2 2026 | 8/4/2026 | 4 |
| 10074 | ZPR Investment Management | $94M | Q1 2014 | 5/15/2014 | 37 |
| 10075 | Eurizon Asset Management Hungary Ltd. | $93.9M | Q2 2026 | 7/30/2026 | 21 |
| 10076 | Measured Risk Portfolios, Inc. | $93.8M | Q3 2026 | 10/21/2026 | 64 |
| 10077 | WD Thunder CV Ultimate GP LLC | $93.5M | Q2 2026 | 8/13/2026 | 1 |
| 10078 | WealthTrust-Arizona, LLC | $93.5M | Q2 2014 | 7/22/2014 | 647 |
| 10079 | Deuterium Capital Management, LLC | $93.3M | Q3 2026 | 11/4/2026 | 25 |
| 10080 | Sonoma Private Wealth LLC | $93.1M | Q2 2026 | 8/14/2026 | 72 |
| 10081 | Wellment Financial | $92.9M | Q3 2026 | 10/28/2026 | 39 |
| 10082 | Capitol Family Office, Inc. | $92.9M | Q3 2026 | 10/13/2026 | 37 |
| 10083 | MFG Investments, LLC | $92.8M | Q3 2026 | 10/30/2026 | 79 |
| 10084 | Talara Capital Management, LLC | $92.8M | Q1 2014 | 5/15/2014 | 20 |
| 10085 | SUMMITPOINT CAPITAL MANAGEMENT | $92.8M | Q2 2026 | 8/13/2026 | 39 |
| 10086 | AFLAC INC | $92.6M | Q2 2026 | 8/7/2026 | 4 |
| 10087 | Ground Swell Capital, LLC | $92.6M | Q2 2026 | 8/5/2026 | 145 |
| 10088 | Jackson Brooke LLC | $92.4M | Q2 2026 | 8/6/2026 | 1 |
| 10089 | Sunstone Asset Management, LP | $92.4M | Q2 2026 | 8/14/2026 | 57 |
| 10090 | Significant Wealth Partners LLC | $92.4M | Q2 2026 | 7/14/2026 | 116 |
| 10091 | Hyundai Investments Co., Ltd. | $92.3M | Q2 2026 | 8/14/2026 | 72 |
| 10092 | Central Square Management LLC | $92.2M | Q2 2014 | 8/8/2014 | 37 |
| 10093 | Forefront Analytics, LLC | $92M | Q2 2026 | 8/12/2026 | 37 |
| 10094 | CPWA, LLC | $92M | Q3 2026 | 11/4/2026 | 94 |
| 10095 | Ventas, Inc. | $91.9M | Q2 2026 | 8/14/2026 | 1 |
| 10096 | HELIOS CAPITAL MANAGEMENT PTE. LTD | $91.9M | Q3 2026 | 10/14/2026 | 25 |
| 10097 | AXA S.A. | $91.9M | Q2 2026 | 8/14/2026 | 46 |
| 10098 | RobecoSam USA, Inc. | $91.9M | Q2 2014 | 8/8/2014 | 74 |
| 10099 | Point Break Capital Management, LLC | $91.7M | Q2 2026 | 8/14/2026 | 20 |
| 10100 | Crystal Cove Asset Management, LLC | $91.7M | Q2 2026 | 8/12/2026 | 20 |
| 10101 | BLACKTHORN INVESTMENT GROUP LLC | $91.6M | Q1 2014 | 5/13/2014 | 177 |
| 10102 | Wiser Advisor Group LLC | $91.3M | Q2 2026 | 8/14/2026 | 229 |
| 10103 | RIVULET CAPITAL, LLC | $91.2M | Q4 2025 | 2/17/2026 | 3 |
| 10104 | Grey Owl Capital Management, LLC | $90.9M | Q2 2014 | 8/8/2014 | 49 |
| 10105 | Stellar Capital Management, LLC | $90.7M | Q2 2014 | 7/25/2014 | 66 |
| 10106 | HARBERT MANAGEMENT CORP | $90.7M | Q1 2014 | 5/15/2014 | 23 |
| 10107 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $90.6M | Q2 2026 | 8/10/2026 | 76 |
| 10108 | Sparta 24 Ltd. | $90.5M | Q3 2026 | 11/4/2026 | 24 |
| 10109 | QUANTRES ASSET MANAGEMENT Ltd | $90.4M | Q2 2014 | 7/18/2014 | 151 |
| 10110 | Vermillion Asset Management LLC | $90.3M | Q1 2014 | 5/7/2014 | 7 |
| 10111 | WestBridge Capital Management, LLC | $90.1M | Q3 2026 | 11/2/2026 | 1 |
| 10112 | Pacific Excel Wealth Advisors, Inc. | $90.1M | Q3 2026 | 10/27/2026 | 116 |
| 10113 | APPLETON GROUP, LLC | $90.1M | Q2 2014 | 8/6/2014 | 26 |
| 10114 | McGrath & Associates, Inc. | $89.8M | Q3 2026 | 10/27/2026 | 44 |
| 10115 | Accel Growth Fund V Associates L.L.C. | $89.8M | Q2 2026 | 8/12/2026 | 2 |
| 10116 | Stenham Asset Management (UK) Plc | $89.8M | Q4 2025 | 2/17/2026 | 16 |
| 10117 | Mowery & Schoenfeld Wealth Management, LLC | $89.6M | Q3 2026 | 10/27/2026 | 365 |
| 10118 | KERR FINANCIAL PLANNING Corp | $89.6M | Q2 2026 | 7/2/2026 | 549 |
| 10119 | Lionsbridge Wealth Management LLC | $89.6M | Q3 2026 | 10/26/2026 | 63 |
| 10120 | Audent Global Asset Management, LLC | $89.6M | Q2 2026 | 8/4/2026 | 46 |
| 10121 | BRIGHTFIELD CAPITAL MANAGEMENT LLC | $89.3M | Q1 2014 | 5/14/2014 | 40 |
| 10122 | Mayar Capital Ltd. | $89.1M | Q2 2026 | 7/22/2026 | 16 |
| 10123 | RELIANCE TRUST CO | $89M | Q2 2014 | 7/11/2014 | 144 |
| 10124 | Walleye Partners, LLC | $89M | Q3 2026 | 10/13/2026 | 59 |
| 10125 | Luminist Capital LLC | $89M | Q2 2026 | 8/7/2026 | 420 |
| 10126 | Stone House Capital Management, LLC | $88.5M | Q2 2026 | 8/14/2026 | 3 |
| 10127 | SPERO-SMITH INVESTMENT ADVISERS INC /OH | $88.5M | Q2 2014 | 8/5/2014 | 43 |
| 10128 | 1888 Investments, LLC | $88.4M | Q3 2026 | 11/4/2026 | 7 |
| 10129 | Column Group LLC | $88.1M | Q2 2026 | 8/14/2026 | 3 |
| 10130 | GARRISON BRADFORD & ASSOCIATES INC | $88.1M | Q3 2026 | 10/27/2026 | 31 |
| 10131 | John W. Brooker & Co., CPAs | $88M | Q3 2026 | 10/21/2026 | 74 |
| 10132 | Portfolio Strategies Inc | $87.8M | Q1 2014 | 5/16/2014 | 46 |
| 10133 | Merit Investment Management, LLC | $87.5M | Q4 2013 | 2/11/2014 | 34 |
| 10134 | Condire Management, LP | $87.4M | Q2 2026 | 8/20/2026 | 1 |
| 10135 | Altium Investment Strategies LLC | $87.4M | Q3 2026 | 10/19/2026 | 25 |
| 10136 | Immersion Capital LLP | $87.4M | Q1 2026 | 5/15/2026 | 11 |
| 10137 | Vermillion Wealth Management, Inc. | $87.4M | Q3 2026 | 10/26/2026 | 624 |
| 10138 | White River Investment Partners, LLC | $87.3M | Q2 2014 | 8/7/2014 | 10 |
| 10139 | Courant Investment Management LLC | $87.2M | Q3 2026 | 10/15/2026 | 7 |
| 10140 | Hilltop Park Associates LLC | $87M | Q1 2014 | 5/15/2014 | 50 |
| 10141 | Tripletail Wealth Management, LLC | $86.9M | Q2 2026 | 8/14/2026 | 278 |
| 10142 | REYL & Cie S.A. | $86.7M | Q2 2026 | 10/2/2026 | 154 |
| 10143 | Ascent Advisors, LLC | $86.7M | Q2 2026 | 8/14/2026 | 54 |
| 10144 | Simcah Management LLC | $86.6M | Q4 2013 | 4/7/2014 | 15 |
| 10145 | Empery Asset Management, LP | $86.5M | Q2 2026 | 8/11/2026 | 32 |
| 10146 | American Capital Mortgage Management, LLC | $86.4M | Q2 2014 | 7/18/2014 | 1 |
| 10147 | SHINE INVESTMENT ADVISORY SERVICES INC | $86.4M | Q2 2014 | 8/4/2014 | 24 |
| 10148 | Yorkville Advisors Global, LP | $86.2M | Q2 2026 | 8/6/2026 | 34 |
| 10149 | Braeside Investments, LLC | $86.1M | Q1 2014 | 5/12/2014 | 18 |
| 10150 | Contango Wealth Management LLC | $85.6M | Q1 2026 | 6/9/2026 | 52 |
| 10151 | PICTET BANK & TRUST Ltd | $85.5M | Q3 2026 | 10/21/2026 | 34 |
| 10152 | Omnitrust Wealth Management, Inc | $85.4M | Q3 2026 | 11/2/2026 | 64 |
| 10153 | Elite Life Management LLC | $85.4M | Q2 2026 | 8/6/2026 | 61 |
| 10154 | Alpine Peaks Capital, LP | $85.4M | Q2 2026 | 8/14/2026 | 20 |
| 10155 | Roumell Asset Management, LLC | $85.3M | Q2 2014 | 8/11/2014 | 14 |
| 10156 | VALLEY NATIONAL BANCORP | $85.2M | Q2 2014 | 7/31/2014 | 195 |
| 10157 | LeVasseur Capital Partners LLC | $85M | Q1 2014 | 5/14/2014 | 7 |
| 10158 | Yoffe Investment Management, LLC | $84.9M | Q3 2026 | 10/30/2026 | 114 |
| 10159 | EnCap Energy Capital Fund VIII, L.P. | $84.9M | Q4 2025 | 2/17/2026 | 2 |
| 10160 | SOUTH GEORGIA CAPITAL, LLC | $84.8M | Q2 2014 | 8/5/2014 | 202 |
| 10161 | IMS Capital Management | $84.8M | Q1 2014 | 5/14/2014 | 149 |
| 10162 | Applied Fundamental Research, LLC | $84.5M | Q2 2026 | 8/13/2026 | 10 |
| 10163 | NASPERS LTD | $84.4M | Q2 2026 | 8/11/2026 | 2 |
| 10164 | Private Harbour Investment Management & Counsel, LLC | $84.3M | Q2 2026 | 8/4/2026 | 36 |
| 10165 | Ariose Capital Management Ltd | $84.3M | Q3 2026 | 11/2/2026 | 7 |
| 10166 | Invictus RG Pte. Ltd. | $84.2M | Q1 2014 | 5/14/2014 | 560 |
| 10167 | Fiscal Wisdom Wealth Management, LLC | $84.1M | Q3 2026 | 10/16/2026 | 106 |
| 10168 | Riverview Trust Co | $83.9M | Q2 2026 | 7/31/2026 | 166 |
| 10169 | WESLEY CAPITAL MANAGEMENT, LLC | $83.9M | Q2 2014 | 8/11/2014 | 22 |
| 10170 | Triveni Capital Investments LP | $83.8M | Q2 2026 | 8/14/2026 | 15 |
| 10171 | Centennial Advisors, LLC | $83.7M | Q3 2026 | 10/21/2026 | 75 |
| 10172 | FinDec Wealth Services, Inc. | $83.5M | Q3 2026 | 10/30/2026 | 30 |
| 10173 | Algorithmic Investment Models, LLC | $83.4M | Q3 2026 | 11/4/2026 | 33 |
| 10174 | North Ground Capital | $83.4M | Q2 2026 | 8/13/2026 | 33 |
| 10175 | Solutions 4 Wealth, Ltd | $83.3M | Q3 2026 | 11/3/2026 | 59 |
| 10176 | STONEBRIDGE ADVISORS LLC | $83M | Q2 2026 | 8/5/2026 | 3 |
| 10177 | Hauser Brothers GmbH | $83M | Q2 2026 | 8/17/2026 | 4 |
| 10178 | BANCED CORP | $82.9M | Q2 2014 | 7/8/2014 | 179 |
| 10179 | Pensionfund Sabic | $82.9M | Q3 2026 | 10/5/2026 | 73 |
| 10180 | WIT Partners Advisory Pte. Ltd. | $82.3M | Q3 2026 | 10/16/2026 | 6 |
| 10181 | ProCore Advisors, LLC | $82.2M | Q3 2026 | 10/13/2026 | 91 |
| 10182 | PCB Capital LLC | $82.1M | Q2 2026 | 7/20/2026 | 114 |
| 10183 | BIGLARI HOLDINGS INC. | $82M | Q1 2014 | 5/15/2014 | 2 |
| 10184 | BRX Global LP | $81.9M | Q2 2026 | 8/14/2026 | 3 |
| 10185 | MQS Management LLC | $81.9M | Q2 2026 | 8/7/2026 | 253 |
| 10186 | Rotella Capital Management, Inc. | $81.8M | Q1 2014 | 5/21/2014 | 243 |
| 10187 | NEW VERNON INVESTMENT MANAGEMENT LLC | $81.7M | Q2 2026 | 8/14/2026 | 37 |
| 10188 | Lotus Technology Management, LP | $81.5M | Q2 2026 | 8/14/2026 | 78 |
| 10189 | YALE UNIVERSITY | $81.5M | Q2 2014 | 8/8/2014 | 6 |
| 10190 | Rithm Capital Corp. | $81.4M | Q2 2026 | 8/14/2026 | 38 |
| 10191 | Nordflint Capital Partners Fondsmaeglerselskab A/S | $81.2M | Q3 2026 | 10/14/2026 | 1 |
| 10192 | LDR Capital Management LLC | $81M | Q3 2026 | 10/14/2026 | 44 |
| 10193 | WESTON CAPITAL MANAGEMENT INC | $80.9M | Q4 2013 | 1/3/2014 | 38 |
| 10194 | Ridgeback Capital Investments L.P. | $80.9M | Q2 2026 | 8/14/2026 | 1 |
| 10195 | Charis Legacy Partners, LLC | $80.9M | Q3 2026 | 10/22/2026 | 29 |
| 10196 | Regents Gate Capital LLP | $80.2M | Q3 2026 | 11/3/2026 | 34 |
| 10197 | Capital Advisor Network LLC | $79.9M | Q2 2026 | 8/13/2026 | 183 |
| 10198 | Myriad Asset Management US LP | $79.9M | Q3 2026 | 11/3/2026 | 64 |
| 10199 | General Motors Holdings LLC | $79.8M | Q2 2026 | 7/31/2026 | 4 |
| 10200 | RAMSEY ASSET MANAGEMENT | $79.7M | Q2 2014 | 8/11/2014 | 45 |