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
9601 Vulcan Value Partners, LLC $98.4M Q4 2025 3/17/2026 1
9602 Objective Capital Management, LLC $98.2M Q4 2025 2/4/2026 85
9603 Payne Capital LLC $98.2M Q4 2025 1/20/2026 53
9604 RED REEF ADVISORS LLC $98.2M Q4 2025 4/8/2026 170
9605 Walsky Investment Management, Inc. $98.2M Q4 2025 2/10/2026 52
9606 N.G. Partners II, L.L.C. $98.1M Q1 2014 5/15/2014 1
9607 ETF Store, Inc. $98M Q4 2025 1/22/2026 98
9608 Sulzberger Capital Advisors, Inc. $98M Q1 2026 4/10/2026 49
9609 VISION FINANCIAL MARKETS LLC $98M Q4 2025 1/22/2026 409
9610 Terra Alpha Investments LLC $97.7M Q4 2025 2/5/2026 32
9611 Fortress Financial Solutions, LLC $97.7M Q4 2025 1/23/2026 59
9612 Generations Wealth, LLC $97.7M Q4 2025 2/13/2026 28
9613 WealthSpring Partners, LLC $97.6M Q4 2025 2/12/2026 58
9614 STRATEGIC WEALTH MANAGEMENT INC $97.6M Q2 2014 7/24/2014 30
9615 ProCore Advisors, LLC $97.5M Q4 2025 1/21/2026 90
9616 Artesa Financial Group, LLC $97.2M Q4 2025 2/11/2026 48
9617 Ballast Financial Advisors LLC $97.1M Q4 2025 2/17/2026 70
9618 Elevated Private Wealth, LLC $97.1M Q4 2025 2/12/2026 94
9619 Arnold Financial Planning LLC $97M Q4 2025 1/27/2026 24
9620 Skyview Financial Group LLC $96.9M Q4 2025 2/18/2026 57
9621 Oregon Pacific Wealth Management, LLC $96.8M Q4 2025 1/16/2026 116
9622 Greenline Wealth Management LLC $96.6M Q4 2025 2/13/2026 552
9623 Corps Capital Advisors, LLC $96.6M Q4 2025 2/13/2026 87
9624 INVESTED ADVISORS $96.6M Q4 2025 1/26/2026 134
9625 Premier Private Wealth Management LLC $96.5M Q4 2025 2/11/2026 50
9626 Yanni & Associates Investment Advisors, LLC $96.5M Q1 2026 4/9/2026 34
9627 Gerry Farber, LLC $96.4M Q2 2014 7/28/2014 61
9628 Provident Co of the Employees of the Hebrew University LTD $96.3M Q4 2025 2/11/2026 32
9629 EMPOWER HARVEST MANAGEMENT SERVICES, INC. $96.3M Q4 2025 2/10/2026 1
9630 Variant Private Wealth, LLC $96.2M Q4 2025 1/26/2026 40
9631 Drum Hill Capital, LLC $96.2M Q4 2025 1/26/2026 49
9632 Galaxy Digital Capital Management GP LLC $96.2M Q4 2025 3/23/2026 47
9633 Financial Network Wealth Advisors LLC $96M Q4 2025 2/13/2026 833
9634 Ally Bridge Group (NY) LLC $96M Q4 2025 2/17/2026 18
9635 Unify Financial Advisors $96M Q4 2025 4/8/2026 94
9636 E&R Wealth Management, LLC $95.8M Q4 2025 2/11/2026 12
9637 Index Technologies Group LLC $95.8M Q4 2025 2/12/2026 142
9638 PARTNERS WEALTH MANAGEMENT, LLC $95.7M Q4 2025 1/20/2026 107
9639 Neon Liberty Capital Management LLC $95.7M Q2 2014 7/28/2014 11
9640 Private Harbour Investment Management & Counsel, LLC $95.6M Q4 2025 2/17/2026 37
9641 Norwest Venture Partners XI, LP $95.6M Q2 2014 8/11/2014 1
9642 Oceanic Investment Management LTD $95.5M Q4 2025 2/13/2026 40
9643 Sherry Group, Inc. $95.4M Q4 2025 2/5/2026 43
9644 Value Investment Professionals, LLC $95.4M Q4 2025 2/11/2026 77
9645 Wallace Advisory Group, LLC $95.3M Q4 2025 1/23/2026 128
9646 Weaver C. Barksdale & Associates, Inc. $95.3M Q4 2025 2/13/2026 62
9647 DRILL CRAIG A $95.2M Q2 2014 7/17/2014 24
9648 Axim Planning & Wealth $95.1M Q4 2025 2/13/2026 74
9649 Punch Card Capital, L.P. $95.1M Q1 2014 5/15/2014 3
9650 Kazazian Asset Management, LLC $95M Q4 2025 2/9/2026 49
9651 Breachway Investments LLC $94.8M Q4 2025 1/27/2026 98
9652 Thayer Financial, L.L.C. $94.6M Q4 2025 1/12/2026 33
9653 Merrithew & Thorsten Inc $94.5M Q4 2025 2/3/2026 120
9654 Vennlight Capital Management, LP $94.5M Q4 2025 2/17/2026 28
9655 McCarthy Capital CORP $94.5M Q2 2014 7/22/2014 1
9656 OneAscent Investment Solutions LLC $94.4M Q4 2025 2/11/2026 121
9657 Shelter Rock Management, LLC $94.3M Q1 2026 4/10/2026 35
9658 Boyer Financial Services, Inc. $94.3M Q4 2025 1/30/2026 51
9659 Standard Family Office LLC $94.1M Q4 2025 2/18/2026 29
9660 Fourier Capital Management Ltd $94.1M Q4 2025 2/5/2026 20
9661 ZPR Investment Management $94M Q1 2014 5/15/2014 37
9662 DiPaolo Financial Group, Inc. $93.9M Q4 2025 2/24/2026 31
9663 WealthTrust-Arizona, LLC $93.5M Q2 2014 7/22/2014 647
9664 Winning Points Advisors, LLC $93.5M Q4 2025 2/12/2026 43
9665 Delaware Ladera Management Company, Inc. $93.5M Q4 2025 2/17/2026 1
9666 Divco West Real Estate Services, LLC $93.3M Q4 2025 2/4/2026 4
9667 FinDec Wealth Services, Inc. $93.2M Q4 2025 2/9/2026 32
9668 ACCOUNT MANAGEMENT LLC $93.2M Q4 2025 2/2/2026 22
9669 SURIENCE PRIVATE WEALTH LLC $93.1M Q4 2025 1/16/2026 33
9670 Briggs Wealth Management, Inc $93M Q4 2025 2/19/2026 54
9671 Ark Wealth Advisors LLC $92.9M Q4 2025 2/18/2026 77
9672 JAT Capital Mgmt LP $92.9M Q4 2025 2/17/2026 16
9673 Talara Capital Management, LLC $92.8M Q1 2014 5/15/2014 20
9674 Circumference Group LLC $92.8M Q4 2025 2/17/2026 22
9675 Corre Partners Management, LLC $92.8M Q4 2025 2/13/2026 4
9676 Andar Capital Management HK Ltd $92.8M Q4 2025 2/10/2026 15
9677 Wilian Securities, LLC $92.8M Q4 2025 2/6/2026 95
9678 Expressive Wealth LLC $92.6M Q4 2025 2/9/2026 122
9679 Shelter Ins Retirement Plan $92.5M Q4 2025 2/13/2026 8
9680 Zinnia Wealth Advisory, LLC $92.5M Q4 2025 2/13/2026 91
9681 Yu Fan $92.3M Q4 2025 2/18/2026 5
9682 Central Square Management LLC $92.2M Q2 2014 8/8/2014 37
9683 truNorth Financial Services, Inc. $92.2M Q4 2025 2/17/2026 48
9684 Framtiden Holdings Management Co LLC $92.2M Q4 2025 2/20/2026 6
9685 GARRISON BRADFORD & ASSOCIATES INC $92.1M Q4 2025 1/22/2026 33
9686 RobecoSam USA, Inc. $91.9M Q2 2014 8/8/2014 74
9687 COGENT STRATEGIC WEALTH LLC $91.7M Q4 2025 3/2/2026 48
9688 One Wealth Management Investment & Advisory Services, LLC $91.7M Q4 2025 1/14/2026 52
9689 BLACKTHORN INVESTMENT GROUP LLC $91.6M Q1 2014 5/13/2014 177
9690 MLP3, LLC $91.6M Q4 2025 2/13/2026 87
9691 Aspirean Wealth, LLC $91.6M Q4 2025 2/17/2026 18
9692 DECISION INVESTMENTS, INC $91.4M Q4 2025 2/17/2026 135
9693 Stone House Capital Management, LLC $91.2M Q4 2025 2/17/2026 3
9694 RIVULET CAPITAL, LLC $91.2M Q4 2025 2/17/2026 3
9695 State of New Jersey Common Pension Fund E $91.2M Q4 2025 1/29/2026 1
9696 Goodwin Investment Advisory $91.1M Q4 2025 2/9/2026 26
9697 Teucrium Investment Advisors, LLC $91.1M Q4 2025 2/17/2026 43
9698 Atlas Wealth Partners, LLC $91M Q4 2025 1/26/2026 64
9699 Markin Asset Management, LP $91M Q4 2025 2/13/2026 45
9700 Grey Owl Capital Management, LLC $90.9M Q2 2014 8/8/2014 49
9701 Sage Investment Counsel LLC $90.9M Q4 2025 1/23/2026 123
9702 Plus Group Wealth Advisors LLC $90.9M Q1 2026 4/7/2026 41
9703 Gigafund Management Company, LLC $90.9M Q4 2025 2/12/2026 1
9704 October Effect Ltd $90.8M Q4 2025 1/20/2026 61
9705 Benefit Street Partners LLC $90.7M Q4 2025 1/22/2026 17
9706 Stellar Capital Management, LLC $90.7M Q2 2014 7/25/2014 66
9707 HARBERT MANAGEMENT CORP $90.7M Q1 2014 5/15/2014 23
9708 General Motors Holdings LLC $90.5M Q1 2026 4/9/2026 5
9709 Owlhouse Capital LP $90.4M Q4 2025 2/18/2026 20
9710 QUANTRES ASSET MANAGEMENT Ltd $90.4M Q2 2014 7/18/2014 151
9711 Capital Asset Managemnet, LLC $90.3M Q4 2025 4/7/2026 74
9712 Vermillion Asset Management LLC $90.3M Q1 2014 5/7/2014 7
9713 SkyKnight Capital, L.P. $90.2M Q4 2025 2/17/2026 3
9714 OPTIMAS CAPITAL Ltd $90.1M Q4 2025 2/11/2026 16
9715 August Group Capital Ltd $90.1M Q4 2025 2/12/2026 102
9716 APPLETON GROUP, LLC $90.1M Q2 2014 8/6/2014 26
9717 Curat Global, LLC $90M Q4 2025 2/6/2026 280
9718 Walleye Partners, LLC $90M Q4 2025 1/28/2026 55
9719 Arrow Investment Advisors, LLC $90M Q4 2025 2/9/2026 49
9720 Telligent Fund, LP $90M Q4 2025 2/10/2026 21
9721 Benson Wealth Management INC $89.8M Q4 2025 2/12/2026 352
9722 Stenham Asset Management (UK) Plc $89.8M Q4 2025 2/17/2026 16
9723 Viola Ventures V.C. Management 4 Ltd. $89.7M Q4 2025 2/9/2026 3
9724 Cedarwood Wealth LLC $89.7M Q4 2025 3/5/2026 76
9725 Kailix Advisors LLC $89.7M Q4 2025 2/4/2026 9
9726 Indie Asset Partners, LLC $89.7M Q4 2025 2/3/2026 81
9727 MSRH, LLC $89.6M Q4 2025 4/6/2026 28
9728 Amitell Capital Pte Ltd $89.4M Q4 2025 2/12/2026 20
9729 BRIGHTFIELD CAPITAL MANAGEMENT LLC $89.3M Q1 2014 5/14/2014 40
9730 CARNEGIE MELLON UNIVERSITY $89.3M Q4 2025 1/28/2026 5
9731 Prism Planning Partners LLC $89.1M Q4 2025 2/11/2026 45
9732 RELIANCE TRUST CO $89M Q2 2014 7/11/2014 144
9733 Integrated Wealth Management $89M Q4 2025 3/3/2026 92
9734 MSD CAPITAL, L.P. $88.8M Q4 2025 2/17/2026 3
9735 Norwood Investment Partners, LP $88.8M Q4 2025 2/17/2026 15
9736 Franchise GP Ltd $88.8M Q4 2025 1/28/2026 24
9737 Children's Medical Center Corp $88.7M Q4 2025 1/29/2026 1
9738 Anchorage Capital Group, L.L.C. $88.6M Q4 2025 2/17/2026 2
9739 SPERO-SMITH INVESTMENT ADVISERS INC /OH $88.5M Q2 2014 8/5/2014 43
9740 QVIDTVM Management LLC $88.4M Q4 2025 2/17/2026 13
9741 Ehrenkranz Partners L.P. $88.3M Q4 2025 2/17/2026 47
9742 WEDGEWOOD INVESTORS INC /PA/ $87.8M Q4 2025 2/4/2026 105
9743 Portfolio Strategies Inc $87.8M Q1 2014 5/16/2014 46
9744 Meadowbrook Wealth Management, LLC $87.6M Q4 2025 1/12/2026 66
9745 Northern Financial Advisors Inc $87.5M Q4 2025 1/27/2026 88
9746 Merit Investment Management, LLC $87.5M Q4 2013 2/11/2014 34
9747 Ishara Investments LP $87.5M Q4 2025 2/17/2026 38
9748 Wiser Advisor Group LLC $87.4M Q4 2025 2/9/2026 233
9749 E6 Portfolios, LLC $87.4M Q4 2025 2/13/2026 57
9750 Verdad Advisers, LP $87.4M Q4 2025 2/17/2026 104
9751 Englebert Financial Advisers, LLC $87.4M Q4 2025 2/4/2026 53
9752 White River Investment Partners, LLC $87.3M Q2 2014 8/7/2014 10
9753 Hilltop Park Associates LLC $87M Q1 2014 5/15/2014 50
9754 KHALL LLC $86.8M Q4 2025 2/11/2026 1
9755 Bristlecone Value Partners, LLC $86.7M Q4 2025 2/13/2026 36
9756 Simcah Management LLC $86.6M Q4 2013 4/7/2014 15
9757 PMG Family Office LLC $86.5M Q4 2025 1/28/2026 97
9758 APEIRON CAPITAL Ltd $86.5M Q4 2025 2/2/2026 5
9759 Colter Lewis Investment Partners LLC $86.5M Q4 2025 2/17/2026 97
9760 Magma Venture Partners General Partner Ltd. $86.4M Q4 2025 2/17/2026 2
9761 American Capital Mortgage Management, LLC $86.4M Q2 2014 7/18/2014 1
9762 SHINE INVESTMENT ADVISORY SERVICES INC $86.4M Q2 2014 8/4/2014 24
9763 STADIUM CAPITAL MANAGEMENT LLC $86.3M Q4 2025 2/17/2026 6
9764 Braeside Investments, LLC $86.1M Q1 2014 5/12/2014 18
9765 AI-Squared Management Ltd $86.1M Q4 2025 2/12/2026 18
9766 Evolutionary Tree Capital Management, LLC $86.1M Q4 2025 2/12/2026 27
9767 FORMULATE FINANCIAL LLC $85.3M Q4 2025 2/11/2026 29
9768 Roumell Asset Management, LLC $85.3M Q2 2014 8/11/2014 14
9769 Miller Financial Services LLC $85.3M Q4 2025 2/12/2026 114
9770 Index Venture Associates III Ltd $85.2M Q4 2025 2/13/2026 1
9771 VALLEY NATIONAL BANCORP $85.2M Q2 2014 7/31/2014 195
9772 Xena Financial Planning, LLC $85.2M Q4 2025 1/15/2026 35
9773 FSR Wealth Management Ltd. $85.1M Q4 2025 1/27/2026 38
9774 VCU Investment Management Co $85.1M Q4 2025 2/19/2026 2
9775 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA $85.1M Q4 2025 2/11/2026 93
9776 LeVasseur Capital Partners LLC $85M Q1 2014 5/14/2014 7
9777 EnCap Energy Capital Fund VIII, L.P. $84.9M Q4 2025 2/17/2026 2
9778 SOUTH GEORGIA CAPITAL, LLC $84.8M Q2 2014 8/5/2014 202
9779 IMS Capital Management $84.8M Q1 2014 5/14/2014 149
9780 KIZE CAPITAL LP $84.8M Q4 2025 2/13/2026 6
9781 JCSD Capital, LLC $84.7M Q4 2025 2/5/2026 29
9782 Capitol Family Office, Inc. $84.7M Q4 2025 1/26/2026 48
9783 Blue Line Capital, LLC / IL $84.6M Q4 2025 2/17/2026 73
9784 H&F Corporate Investors IX, Ltd. $84.5M Q4 2025 2/13/2026 1
9785 BRC-Global BAH Investments Ltd. $84.5M Q4 2025 2/4/2026 1
9786 Royal Palms Capital LLC $84.3M Q4 2025 2/9/2026 35
9787 Invictus RG Pte. Ltd. $84.2M Q1 2014 5/14/2014 560
9788 ABS Direct Equity Fund LLC $84.1M Q4 2025 1/30/2026 36
9789 13D Management LLC $84M Q4 2025 2/17/2026 16
9790 WESLEY CAPITAL MANAGEMENT, LLC $83.9M Q2 2014 8/11/2014 22
9791 Revelation Capital Management, LLC $83.5M Q4 2025 2/17/2026 2
9792 Tandem Financial, LLC $83.4M Q4 2025 2/10/2026 49
9793 Xiamen Xinweidachuang Investment Partnership (Limited Partnership) $83.4M Q4 2025 2/6/2026 1
9794 PICTET BANK & TRUST Ltd $83.4M Q4 2025 1/16/2026 31
9795 Copperwood Asset Management LP $83.3M Q4 2025 2/17/2026 1
9796 Riverview Trust Co $83.1M Q4 2025 1/26/2026 219
9797 Pensionfund Sabic $83M Q1 2026 4/1/2026 77
9798 BANCED CORP $82.9M Q2 2014 7/8/2014 179
9799 Sonoma Private Wealth LLC $82.8M Q4 2025 2/17/2026 68
9800 Column Group LLC $82.8M Q4 2025 2/13/2026 5