Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9401 | Arrington Capital Management, LLC | $107M | Q4 2025 | 2/17/2026 | 24 |
| 9402 | Haven Capital Group, Inc. | $107M | Q4 2025 | 1/15/2026 | 34 |
| 9403 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $107M | Q4 2025 | 2/2/2026 | 66 |
| 9404 | Kurv Investment Management LLC | $107M | Q4 2025 | 2/17/2026 | 53 |
| 9405 | Finhabits Advisors LLC | $107M | Q4 2025 | 1/29/2026 | 15 |
| 9406 | STF Management LP | $107M | Q4 2025 | 2/5/2026 | 101 |
| 9407 | Q Fund Management (Hong Kong) Ltd | $107M | Q4 2025 | 1/14/2026 | 33 |
| 9408 | Cornerstone Financial Management LLC | $106M | Q4 2025 | 2/13/2026 | 1,241 |
| 9409 | Lakeshore Capital, LLC | $106M | Q2 2014 | 8/7/2014 | 32 |
| 9410 | Corient IA LLC | $106M | Q4 2025 | 2/13/2026 | 207 |
| 9411 | HBE Wealth Management, LLC | $106M | Q4 2025 | 1/20/2026 | 48 |
| 9412 | Simcoe Capital LLC | $106M | Q4 2025 | 2/4/2026 | 31 |
| 9413 | Credit Capital Investments LLC | $106M | Q4 2025 | 2/3/2026 | 41 |
| 9414 | Fiscal Wisdom Wealth Management, LLC | $106M | Q4 2025 | 1/27/2026 | 88 |
| 9415 | SaddleRock Capital Management LLC | $106M | Q4 2025 | 2/17/2026 | 20 |
| 9416 | Wunderlich Capital Managemnt | $106M | Q1 2014 | 5/13/2014 | 86 |
| 9417 | RK Asset Management, LLC | $106M | Q4 2025 | 1/5/2026 | 23 |
| 9418 | Portus Wealth Advisors, LLC | $106M | Q4 2025 | 1/27/2026 | 52 |
| 9419 | Opus Financial Solutions LLC | $106M | Q4 2025 | 2/17/2026 | 103 |
| 9420 | North Forty Two & Co. | $106M | Q4 2025 | 2/9/2026 | 97 |
| 9421 | ICM ASSET MANAGEMENT INC/WA | $106M | Q2 2014 | 7/24/2014 | 68 |
| 9422 | WEBER CAPITAL MANAGEMENT LLC /ADV | $106M | Q4 2025 | 1/29/2026 | 14 |
| 9423 | Stembrook Asset Management, LLC | $106M | Q4 2025 | 2/13/2026 | 48 |
| 9424 | Stonebridge Wealth Management, LLC | $106M | Q4 2025 | 1/7/2026 | 38 |
| 9425 | Gumshoe Capital Management LLC | $106M | Q4 2025 | 2/17/2026 | 6 |
| 9426 | KEMPNER CAPITAL MANAGEMENT INC. | $106M | Q4 2025 | 1/12/2026 | 43 |
| 9427 | NORTHWESTERN UNIVERSITY | $106M | Q4 2025 | 1/26/2026 | 2 |
| 9428 | Blantyre Capital Ltd | $106M | Q4 2025 | 2/17/2026 | 1 |
| 9429 | LAWOOD & CO | $106M | Q4 2025 | 2/5/2026 | 93 |
| 9430 | Catalyst Investment Management LLC | $106M | Q4 2025 | 2/20/2026 | 72 |
| 9431 | PALLADIEM, LLC | $105M | Q4 2025 | 2/11/2026 | 173 |
| 9432 | TOWN LANE MANAGEMENT LP | $105M | Q4 2025 | 2/17/2026 | 4 |
| 9433 | Kassira Wealth Management LLC | $105M | Q4 2025 | 2/3/2026 | 55 |
| 9434 | OFC FINANCIAL PLANNING, LLC | $105M | Q4 2025 | 2/4/2026 | 58 |
| 9435 | SPWM Advisors LLC | $105M | Q4 2025 | 2/17/2026 | 92 |
| 9436 | LTS Liquid Investments LLC | $105M | Q4 2025 | 2/11/2026 | 8 |
| 9437 | Wills Financial Group, Inc. | $105M | Q1 2014 | 5/12/2014 | 72 |
| 9438 | Long Oar Global Investors, LLC | $105M | Q1 2014 | 5/15/2014 | 17 |
| 9439 | Board of the Pension Protection Fund | $105M | Q4 2025 | 1/6/2026 | 251 |
| 9440 | Baer Investment Advisory LLC | $105M | Q4 2025 | 1/21/2026 | 36 |
| 9441 | Alpine Peaks Capital, LP | $105M | Q4 2025 | 2/17/2026 | 21 |
| 9442 | Belleair Asset Management, LLC | $105M | Q4 2025 | 1/30/2026 | 79 |
| 9443 | Wall Capital Group, Inc. | $105M | Q4 2025 | 2/17/2026 | 25 |
| 9444 | GLP Holdings LLLP | $105M | Q4 2025 | 1/22/2026 | 4 |
| 9445 | BFI Wealth Solutions, LLC | $105M | Q4 2025 | 2/19/2026 | 73 |
| 9446 | American National Bank of Texas | $105M | Q1 2026 | 4/9/2026 | 57 |
| 9447 | Eagle Point Credit Management LLC | $105M | Q4 2025 | 2/12/2026 | 15 |
| 9448 | OTA Financial Group L.P. | $105M | Q1 2014 | 4/30/2014 | 63 |
| 9449 | GRITSTONE ASSET MANAGEMENT LLC | $105M | Q4 2025 | 1/23/2026 | 148 |
| 9450 | Kilner Capital Advisors, LLC | $105M | Q4 2025 | 2/11/2026 | 20 |
| 9451 | HighRoad Wealth Advisors, LLC | $105M | Q4 2025 | 1/27/2026 | 35 |
| 9452 | OLD DOMINION CAPITAL MANAGEMENT INC | $105M | Q2 2014 | 7/28/2014 | 50 |
| 9453 | Toronado Partners, LLC | $105M | Q4 2025 | 2/12/2026 | 11 |
| 9454 | Parus Finance SA | $105M | Q2 2012 | 6/26/2014 | 27 |
| 9455 | Signet Private Wealth LLC | $104M | Q4 2025 | 2/11/2026 | 117 |
| 9456 | HEFFERNAN ADVISORY, INC | $104M | Q4 2025 | 2/3/2026 | 27 |
| 9457 | Connecticut Capital Management Group, LLC | $104M | Q4 2025 | 2/9/2026 | 107 |
| 9458 | Quadrant Capital Management, LLC | $104M | Q2 2014 | 8/5/2014 | 68 |
| 9459 | ARTIS CAPITAL MANAGEMENT, L.P. | $104M | Q1 2014 | 5/15/2014 | 7 |
| 9460 | Sunstone Asset Management, L.P. | $104M | Q4 2025 | 2/18/2026 | 59 |
| 9461 | Reality Financial Planning Services, LLC | $104M | Q4 2025 | 2/12/2026 | 20 |
| 9462 | S Harris Financial Group, LLC | $104M | Q4 2025 | 3/3/2026 | 96 |
| 9463 | Lynch Investment Planning, LLC | $104M | Q4 2025 | 2/24/2026 | 54 |
| 9464 | Arrow Capital Pty Ltd | $104M | Q4 2025 | 2/20/2026 | 17 |
| 9465 | SIP Global Opportunity Manager LLC | $104M | Q4 2025 | 2/19/2026 | 1 |
| 9466 | NORTHLAND SECURITIES, INC. | $104M | Q4 2025 | 1/23/2026 | 111 |
| 9467 | Cheyne Capital Management (UK) LLP | $104M | Q1 2014 | 5/14/2014 | 59 |
| 9468 | Shepherd Street Advisors LLC | $104M | Q4 2025 | 2/10/2026 | 88 |
| 9469 | Elevation Wealth Management LLC | $104M | Q4 2025 | 2/12/2026 | 133 |
| 9470 | IDG China Capital Fund GP III Associates Ltd. | $104M | Q4 2025 | 2/13/2026 | 2 |
| 9471 | Grange Capital, LLC | $104M | Q4 2025 | 2/3/2026 | 47 |
| 9472 | Capstone Capital Management Ltd | $104M | Q4 2025 | 2/6/2026 | 108 |
| 9473 | Aznar Financial Advisors, LLC | $104M | Q4 2025 | 2/19/2026 | 31 |
| 9474 | Obion Capital Management LP | $104M | Q4 2025 | 2/17/2026 | 15 |
| 9475 | Traub Capital Management LLC | $104M | Q4 2025 | 1/29/2026 | 135 |
| 9476 | Risk Paradigm Group, LLC | $104M | Q4 2025 | 2/17/2026 | 52 |
| 9477 | Luma Capital S.A. - SPF | $104M | Q1 2026 | 4/10/2026 | 12 |
| 9478 | Jacobs Equity LLC | $104M | Q4 2025 | 2/19/2026 | 106 |
| 9479 | OECHSLE INTERNATIONAL ADVISORS, LLC | $104M | Q2 2014 | 7/7/2014 | 5 |
| 9480 | Twin Cities Retirement Group LLC | $104M | Q4 2025 | 2/9/2026 | 24 |
| 9481 | High Point Wealth Management, LLC | $104M | Q1 2026 | 4/8/2026 | 250 |
| 9482 | Alta Partners Management Company, L.P. | $104M | Q4 2025 | 1/13/2026 | 2 |
| 9483 | Fulcrum Equity Management | $103M | Q1 2026 | 4/2/2026 | 127 |
| 9484 | Expect Equity LLC | $103M | Q4 2025 | 2/17/2026 | 47 |
| 9485 | Mann Financial Group, Inc. | $103M | Q4 2025 | 2/9/2026 | 31 |
| 9486 | Crescent Sterling, Ltd. | $103M | Q1 2026 | 4/7/2026 | 80 |
| 9487 | KVP Capital Advisors, LP | $103M | Q4 2025 | 2/18/2026 | 27 |
| 9488 | Safe Harbor Wealth Advisors, LLC | $103M | Q4 2025 | 2/13/2026 | 96 |
| 9489 | Western Pacific Wealth Management, LP | $103M | Q4 2025 | 2/4/2026 | 181 |
| 9490 | ATLANTIC INVESTMENT Co | $103M | Q1 2014 | 5/13/2014 | 53 |
| 9491 | Bond Capital Management, LP | $103M | Q4 2025 | 2/12/2026 | 4 |
| 9492 | Fund Resources Investment Holding Group Co Ltd | $103M | Q4 2025 | 2/5/2026 | 1 |
| 9493 | Hobbs Wealth Management, LLC | $103M | Q4 2025 | 1/29/2026 | 21 |
| 9494 | NEW VERNON INVESTMENT MANAGEMENT LLC | $103M | Q4 2025 | 2/17/2026 | 37 |
| 9495 | DELPHI MANAGEMENT INC /MA/ | $103M | Q4 2025 | 1/21/2026 | 76 |
| 9496 | Hyundai Investments Co., Ltd. | $103M | Q4 2025 | 2/17/2026 | 72 |
| 9497 | Midway Capital Research & Management | $103M | Q4 2025 | 3/3/2026 | 47 |
| 9498 | Vines Capital Management, LLC | $103M | Q4 2025 | 2/17/2026 | 73 |
| 9499 | Kortright Capital Partners LP | $103M | Q1 2014 | 5/14/2014 | 16 |
| 9500 | Wealth Group, Ltd. | $103M | Q4 2025 | 1/22/2026 | 84 |
| 9501 | FELL CAPITAL MANAGEMENT /ADV | $103M | Q4 2025 | 3/27/2026 | 90 |
| 9502 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $102M | Q4 2025 | 2/17/2026 | 44 |
| 9503 | PeakShares LLC | $102M | Q4 2025 | 3/10/2026 | 107 |
| 9504 | Corecam AG | $102M | Q4 2025 | 2/18/2026 | 46 |
| 9505 | ADAMS HILL CAPITAL LLC | $102M | Q1 2014 | 5/15/2014 | 11 |
| 9506 | Valued Retirements, Inc. | $102M | Q4 2025 | 2/9/2026 | 92 |
| 9507 | Financial Advantage, Inc. | $102M | Q2 2014 | 8/11/2014 | 126 |
| 9508 | First Houston Capital, Inc. | $102M | Q1 2014 | 5/14/2014 | 67 |
| 9509 | Reilly Herbert Faulkner III | $102M | Q2 2014 | 8/6/2014 | 41 |
| 9510 | BRX Global LP | $102M | Q4 2025 | 2/13/2026 | 3 |
| 9511 | Absoluto Partners Gestao de Recursos Ltda | $102M | Q4 2025 | 2/18/2026 | 4 |
| 9512 | Ramiah Investment Group | $102M | Q4 2025 | 1/28/2026 | 36 |
| 9513 | Laurus Global Equity Management Inc. | $102M | Q1 2026 | 4/1/2026 | 45 |
| 9514 | Hyposwiss Advisors SA | $102M | Q4 2025 | 2/17/2026 | 112 |
| 9515 | ATLas Financial Planning LLC | $102M | Q4 2025 | 2/17/2026 | 63 |
| 9516 | Red Mountain Financial, LLC | $102M | Q4 2025 | 1/26/2026 | 76 |
| 9517 | Investment Insight Wealth Management, LLC | $102M | Q4 2025 | 2/24/2026 | 36 |
| 9518 | American Wealth Advisors, LLC | $102M | Q4 2025 | 1/26/2026 | 134 |
| 9519 | Provident Living Financial Services, Inc. | $102M | Q4 2025 | 1/21/2026 | 49 |
| 9520 | Trailhead Planners LLC | $102M | Q4 2025 | 2/12/2026 | 51 |
| 9521 | Vavra Capital Management, LLC | $102M | Q4 2025 | 1/22/2026 | 23 |
| 9522 | Liberty Atlantic Advisors LLC | $102M | Q4 2025 | 2/3/2026 | 78 |
| 9523 | AFTON CAPITAL MANAGEMENT LLC | $102M | Q1 2014 | 5/13/2014 | 30 |
| 9524 | Redwood Family Wealth LLC | $102M | Q4 2025 | 3/6/2026 | 107 |
| 9525 | Fortune Financial Group, Inc. | $102M | Q4 2025 | 2/11/2026 | 96 |
| 9526 | Wisconsin Wealth Advisors, LLC | $102M | Q1 2026 | 4/7/2026 | 84 |
| 9527 | Q Global Advisors, LLC | $102M | Q4 2025 | 2/17/2026 | 48 |
| 9528 | Timmons Wealth Management, LLC | $102M | Q4 2025 | 2/12/2026 | 74 |
| 9529 | FORTERIS WEALTH MANAGEMENT INC. | $102M | Q4 2025 | 1/26/2026 | 67 |
| 9530 | Green Alpha Advisors, LLC | $102M | Q1 2026 | 4/7/2026 | 107 |
| 9531 | JBGlobal.com LLC | $102M | Q1 2026 | 4/7/2026 | 27 |
| 9532 | Monetary Solutions, Ltd | $102M | Q4 2025 | 2/23/2026 | 315 |
| 9533 | Wagner Wealth Management, Corp | $101M | Q4 2025 | 2/12/2026 | 114 |
| 9534 | Pacific Capital Partners Ltd | $101M | Q1 2026 | 4/9/2026 | 38 |
| 9535 | Oath Planning, LLC | $101M | Q4 2025 | 2/12/2026 | 68 |
| 9536 | Box Hill Private Wealth LLC | $101M | Q1 2026 | 4/3/2026 | 66 |
| 9537 | PartnerRe Principal Finance Inc. | $101M | Q2 2014 | 7/30/2014 | 1 |
| 9538 | Kalehua Capital Management LLC | $101M | Q4 2025 | 2/13/2026 | 19 |
| 9539 | Tepp RIA, LLC | $101M | Q4 2025 | 2/4/2026 | 38 |
| 9540 | Key Capital Management, INC | $101M | Q4 2025 | 1/26/2026 | 535 |
| 9541 | Measured Risk Portfolios, Inc. | $101M | Q4 2025 | 1/27/2026 | 63 |
| 9542 | Platt Wealth Management LLC | $101M | Q4 2025 | 2/6/2026 | 44 |
| 9543 | Vertex Investment Solutions Co., Ltd. | $101M | Q4 2025 | 2/5/2026 | 22 |
| 9544 | Silversmith Partners I GP, LLC | $101M | Q4 2025 | 2/17/2026 | 1 |
| 9545 | IFC & Insurance Marketing, Inc. | $101M | Q4 2025 | 2/12/2026 | 759 |
| 9546 | Calder Financial LLC | $101M | Q1 2026 | 4/7/2026 | 40 |
| 9547 | Birchwood Financial Partners, Inc. | $101M | Q4 2025 | 2/19/2026 | 352 |
| 9548 | Applied Fundamental Research, LLC | $101M | Q4 2025 | 1/28/2026 | 10 |
| 9549 | Marathon Partners Equity Management, LLC | $101M | Q4 2025 | 2/17/2026 | 15 |
| 9550 | Avanda Investment Management Pte. Ltd. | $101M | Q4 2025 | 2/13/2026 | 31 |
| 9551 | Vistica Wealth Advisors, LLC | $100M | Q4 2025 | 2/13/2026 | 45 |
| 9552 | Ankerstar Wealth, LLC | $100M | Q4 2025 | 2/12/2026 | 1,030 |
| 9553 | Smart Portfolios, LLC | $100M | Q4 2025 | 1/30/2026 | 100 |
| 9554 | Valtrion Capital Management, LLC | $100M | Q4 2025 | 2/11/2026 | 92 |
| 9555 | AlphaCentric Advisors LLC | $100M | Q4 2025 | 2/12/2026 | 249 |
| 9556 | Benchmark Financial, LLC | $100M | Q4 2025 | 1/27/2026 | 48 |
| 9557 | Carnick & Kubik, LLC | $100M | Q2 2014 | 8/5/2014 | 105 |
| 9558 | Providence Financial Advisors, LLC | $100M | Q4 2025 | 2/10/2026 | 53 |
| 9559 | Totem Point Management, LLC | $100M | Q4 2025 | 2/17/2026 | 14 |
| 9560 | J.M. Arbour, LLC | $100M | Q4 2025 | 1/26/2026 | 112 |
| 9561 | Michael Brady & Co., LLC | $100M | Q4 2025 | 1/27/2026 | 53 |
| 9562 | Fullerton Advisors, LLC | $100M | Q4 2025 | 2/2/2026 | 54 |
| 9563 | Portfolio Resources Advisor Group, Inc. | $100M | Q4 2025 | 2/13/2026 | 143 |
| 9564 | J. Team Financial, Inc. | $100M | Q4 2025 | 1/29/2026 | 87 |
| 9565 | XXEC, Inc. | $100M | Q4 2025 | 3/5/2026 | 22 |
| 9566 | MKD WEALTH COACHES, LLC | $100M | Q4 2025 | 1/12/2026 | 27 |
| 9567 | SQUARE PEG CAPITAL PTY LTD | $100M | Q4 2025 | 2/13/2026 | 8 |
| 9568 | Robert B. Daugherty Foundation | $100M | Q1 2026 | 4/1/2026 | 1 |
| 9569 | Townsend Financial Planning, LLC | $99.9M | Q4 2025 | 2/17/2026 | 26 |
| 9570 | Unified Investment Management | $99.8M | Q4 2025 | 2/9/2026 | 137 |
| 9571 | Entelevest, LLC | $99.8M | Q4 2025 | 2/11/2026 | 143 |
| 9572 | Michelson Medical Research Foundation, Inc. | $99.8M | Q4 2025 | 2/17/2026 | 20 |
| 9573 | Woodbine Capital Advisors LP | $99.7M | Q1 2014 | 5/15/2014 | 24 |
| 9574 | Asset Value Investors Ltd | $99.6M | Q1 2026 | 4/9/2026 | 2 |
| 9575 | Barnes Dennig Private Wealth Management LLC | $99.6M | Q4 2025 | 1/14/2026 | 312 |
| 9576 | FALCON POINT CAPITAL, LLC | $99.5M | Q2 2014 | 7/30/2014 | 115 |
| 9577 | Peoples Bank/KS | $99.5M | Q4 2025 | 1/8/2026 | 98 |
| 9578 | Seven Six Capital Management, LLC | $99.4M | Q4 2025 | 2/17/2026 | 25 |
| 9579 | Boxwood Ventures, Inc. | $99.4M | Q4 2025 | 2/10/2026 | 34 |
| 9580 | Jefferson Bridge Capital, LLC | $99.3M | Q4 2025 | 1/21/2026 | 54 |
| 9581 | HICKS CAPITAL MANAGEMENT LLC | $99.3M | Q4 2025 | 2/5/2026 | 33 |
| 9582 | Putney Financial Group LLC | $99.3M | Q1 2026 | 4/10/2026 | 84 |
| 9583 | V. M. MANNING & CO., INC. | $99.1M | Q4 2025 | 2/9/2026 | 54 |
| 9584 | Merriman Wealth Management, LLC | $99.1M | Q2 2014 | 7/30/2014 | 38 |
| 9585 | RCW Management, LLC | $99M | Q4 2025 | 1/30/2026 | 66 |
| 9586 | Burkett Asset Management Ltd | $98.9M | Q4 2025 | 2/12/2026 | 58 |
| 9587 | RD Finance Ltd | $98.9M | Q4 2025 | 2/3/2026 | 25 |
| 9588 | Lionsbridge Wealth Management LLC | $98.8M | Q4 2025 | 1/26/2026 | 56 |
| 9589 | Sage Capital Management, LLC | $98.8M | Q2 2014 | 7/28/2014 | 35 |
| 9590 | Helium Advisors LLC | $98.7M | Q4 2025 | 2/12/2026 | 82 |
| 9591 | Triad Investment Management | $98.7M | Q4 2025 | 1/16/2026 | 36 |
| 9592 | Rex Capital Advisors, LLC | $98.7M | Q1 2014 | 5/14/2014 | 52 |
| 9593 | Madison Street Partners, LLC | $98.7M | Q2 2014 | 7/17/2014 | 52 |
| 9594 | Karras Company, Inc. | $98.6M | Q1 2026 | 4/6/2026 | 61 |
| 9595 | Apex Wealth Management, LLC | $98.5M | Q4 2025 | 1/26/2026 | 50 |
| 9596 | Whitford Management LLC | $98.5M | Q4 2025 | 2/17/2026 | 23 |
| 9597 | INKWELL CAPITAL LLC | $98.4M | Q4 2025 | 2/2/2026 | 29 |
| 9598 | Fusion Investment Group, LLC | $98.4M | Q1 2014 | 5/14/2014 | 221 |
| 9599 | Sensenig Capital Advisors, Inc | $98.4M | Q4 2025 | 1/21/2026 | 33 |
| 9600 | Vulcan Value Partners, LLC | $98.4M | Q4 2025 | 3/17/2026 | 1 |