Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 9801 | BIOS Capital Management, LP | $82.6M | Q4 2025 | 2/13/2026 | 6 |
| 9802 | Ventas, Inc. | $82.5M | Q4 2025 | 2/17/2026 | 1 |
| 9803 | Alamut Investment Management LLP | $82.3M | Q4 2025 | 2/17/2026 | 3 |
| 9804 | BIGLARI HOLDINGS INC. | $82M | Q1 2014 | 5/15/2014 | 2 |
| 9805 | Rotella Capital Management, Inc. | $81.8M | Q1 2014 | 5/21/2014 | 243 |
| 9806 | SIT INVESTMENT ASSOCIATES INC | $81.5M | Q4 2025 | 2/25/2026 | 6 |
| 9807 | YALE UNIVERSITY | $81.5M | Q2 2014 | 8/8/2014 | 6 |
| 9808 | Significant Wealth Partners LLC | $81.2M | Q1 2026 | 4/8/2026 | 111 |
| 9809 | Luminist Capital LLC | $81.1M | Q4 2025 | 2/13/2026 | 276 |
| 9810 | Algorithmic Investment Models, LLC | $81.1M | Q4 2025 | 2/10/2026 | 36 |
| 9811 | Emeth Value Capital, LLC | $81M | Q4 2025 | 1/7/2026 | 4 |
| 9812 | WESTON CAPITAL MANAGEMENT INC | $80.9M | Q4 2013 | 1/3/2014 | 38 |
| 9813 | Bradyco, Inc. | $80.6M | Q4 2025 | 2/5/2026 | 35 |
| 9814 | T3 Companies, LLC | $80.5M | Q4 2025 | 2/11/2026 | 199 |
| 9815 | Cannae Holdings, Inc. | $80.3M | Q4 2025 | 1/6/2026 | 2 |
| 9816 | GuideStone Capital Management, LLC | $79.8M | Q4 2025 | 2/12/2026 | 1 |
| 9817 | Retireful, LLC | $79.7M | Q4 2025 | 1/15/2026 | 93 |
| 9818 | DB&C Advisors, LLC | $79.7M | Q4 2025 | 2/11/2026 | 68 |
| 9819 | RAMSEY ASSET MANAGEMENT | $79.7M | Q2 2014 | 8/11/2014 | 45 |
| 9820 | BANK PICTET & CIE (ASIA) LTD | $79.6M | Q2 2014 | 8/6/2014 | 49 |
| 9821 | Spectrum Asset Management, Inc. | $79.5M | Q4 2025 | 2/2/2026 | 4 |
| 9822 | Ridgeback Capital Investments L.P. | $79.1M | Q4 2013 | 5/15/2014 | 5 |
| 9823 | IVY LANE CAPITAL MANAGEMENT, LLC | $79.1M | Q4 2025 | 2/17/2026 | 10 |
| 9824 | Point72 Hong Kong Ltd | $79.1M | Q1 2014 | 5/15/2014 | 17 |
| 9825 | Tyvor Capital LLC | $79M | Q1 2014 | 5/15/2014 | 20 |
| 9826 | Lane Five Capital Management, LP | $79M | Q1 2014 | 5/15/2014 | 22 |
| 9827 | OBERNDORF WILLIAM E | $79M | Q4 2025 | 2/13/2026 | 8 |
| 9828 | Tripletail Wealth Management, LLC | $78.9M | Q4 2025 | 2/12/2026 | 263 |
| 9829 | Omnitrust Wealth Management, Inc | $78.7M | Q4 2025 | 2/11/2026 | 65 |
| 9830 | WMS Group LLC | $78.6M | Q4 2025 | 3/3/2026 | 54 |
| 9831 | DGH Investments Inc. | $78.4M | Q2 2014 | 8/7/2014 | 2 |
| 9832 | Yoffe Investment Management, LLC | $78.3M | Q4 2025 | 1/26/2026 | 113 |
| 9833 | Conrad N. Hilton Foundation | $78.3M | Q4 2025 | 2/17/2026 | 1 |
| 9834 | MARQUETTE ASSOCIATES, INC. | $78.1M | Q4 2025 | 2/17/2026 | 30 |
| 9835 | H Capital V GP, L.P. | $78M | Q4 2025 | 2/13/2026 | 1 |
| 9836 | York GP, Ltd. | $78M | Q4 2025 | 1/27/2026 | 2 |
| 9837 | EXCELSIA, INC. | $78M | Q2 2014 | 7/25/2014 | 40 |
| 9838 | STAPP WEALTH MANAGEMENT, PLLC | $77.7M | Q4 2025 | 1/21/2026 | 32 |
| 9839 | Lehman Brothers Holdings Inc. | $77.6M | Q1 2014 | 5/14/2014 | 5 |
| 9840 | CONTINENTAL INVESTORS SERVICES, INC. | $77.5M | Q4 2025 | 2/23/2026 | 72 |
| 9841 | Yorktown Energy Partners X, L.P. | $77.4M | Q4 2025 | 2/17/2026 | 4 |
| 9842 | PUFF WEALTH MANAGEMENT, LLC | $77.4M | Q4 2025 | 1/7/2026 | 70 |
| 9843 | Kendall Square Capital, LLC | $77.4M | Q1 2014 | 5/15/2014 | 32 |
| 9844 | Centennial Advisors, LLC | $77M | Q4 2025 | 1/22/2026 | 80 |
| 9845 | Burren Capital Advisors Ltd | $76.7M | Q1 2014 | 5/16/2014 | 18 |
| 9846 | Aris Wealth Services, Inc. | $76.5M | Q2 2014 | 7/14/2014 | 106 |
| 9847 | Black River Asset Management LLC | $76.5M | Q2 2014 | 7/28/2014 | 23 |
| 9848 | Yorktown Energy Partners IX, L.P. | $75.7M | Q4 2025 | 2/17/2026 | 3 |
| 9849 | P.R. Herzig & Co. Inc. | $75.6M | Q2 2014 | 7/10/2014 | 61 |
| 9850 | Chinook Capital Management | $75.6M | Q4 2013 | 1/27/2014 | 50 |
| 9851 | Global Media & Entertainment Investments Ltd | $75.5M | Q4 2025 | 2/17/2026 | 1 |
| 9852 | OTA LLC | $75.4M | Q2 2014 | 8/8/2014 | 61 |
| 9853 | Working Capital Advisors (UK) Ltd. | $75M | Q4 2025 | 2/13/2026 | 2 |
| 9854 | ORRELL CAPITAL MANAGEMENT INC | $74.7M | Q1 2014 | 5/8/2014 | 28 |
| 9855 | Holland Advisory Services, Inc. | $74.6M | Q1 2026 | 4/7/2026 | 47 |
| 9856 | BLKBRD Asset Management, LP | $74.4M | Q4 2025 | 2/17/2026 | 22 |
| 9857 | SAPPHIRE VENTURES, L.L.C. | $74.3M | Q4 2025 | 2/11/2026 | 4 |
| 9858 | ZEKE LP /PA | $74.2M | Q1 2014 | 5/20/2014 | 55 |
| 9859 | KERR FINANCIAL PLANNING Corp | $74M | Q4 2025 | 2/10/2026 | 565 |
| 9860 | BTS Asset Management, Inc. | $73.9M | Q4 2025 | 1/26/2026 | 32 |
| 9861 | Higher Moment Capital LP | $73.8M | Q1 2014 | 5/15/2014 | 4 |
| 9862 | Mayar Capital Ltd. | $73.7M | Q4 2025 | 1/27/2026 | 13 |
| 9863 | Roaring Blue Lion Capital Management, L.P. | $73.5M | Q2 2014 | 8/8/2014 | 42 |
| 9864 | Notable Capital Management, L.L.C. | $73.3M | Q4 2025 | 2/13/2026 | 11 |
| 9865 | EDMUNDS WHITE PARTNERS LLC | $73.1M | Q1 2014 | 4/30/2014 | 47 |
| 9866 | Beach Investment Management, LLC. | $73M | Q2 2014 | 7/30/2014 | 55 |
| 9867 | Blenheim Capital Management, L.L.C. | $72.8M | Q1 2014 | 5/15/2014 | 27 |
| 9868 | IBBOTSON ASSOCIATES INC | $72.8M | Q2 2014 | 8/7/2014 | 21 |
| 9869 | MWG Caph Ltd | $72.4M | Q4 2025 | 2/17/2026 | 3 |
| 9870 | COURAGE CAPITAL MANAGEMENT LLC | $72.4M | Q4 2025 | 2/17/2026 | 13 |
| 9871 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $72.3M | Q4 2025 | 3/4/2026 | 1 |
| 9872 | Gordian Capital Singapore Pte Ltd | $72.3M | Q4 2025 | 2/11/2026 | 145 |
| 9873 | LDR Capital Management LLC | $72.2M | Q4 2025 | 1/22/2026 | 41 |
| 9874 | FINANCIAL COUNSELORS INC | $72.1M | Q4 2025 | 2/3/2026 | 13 |
| 9875 | KOKUSAI Asset Management Co., Ltd. | $71.8M | Q2 2014 | 7/10/2014 | 38 |
| 9876 | Florin Court Capital LLP | $71.8M | Q4 2025 | 2/5/2026 | 26 |
| 9877 | INTREPID CAPITAL MANAGEMENT INC /DE/ | $71.8M | Q1 2014 | 5/15/2014 | 30 |
| 9878 | Feynman Point Asset Management LLC | $71.8M | Q4 2025 | 2/18/2026 | 22 |
| 9879 | Seamans Capital Management, LLC | $71.5M | Q2 2014 | 8/11/2014 | 76 |
| 9880 | KDT Advisors, LLC | $71.3M | Q4 2025 | 2/6/2026 | 70 |
| 9881 | Lattice Capital Management, LLC | $71.3M | Q4 2025 | 2/2/2026 | 21 |
| 9882 | Incentive AS | $71.3M | Q4 2025 | 2/12/2026 | 1 |
| 9883 | Truxt Investmentos Ltda. | $71.3M | Q3 2025 | 2/5/2026 | 22 |
| 9884 | Zions Trust, National Association | $71.2M | Q2 2014 | 7/21/2014 | 196 |
| 9885 | VALUE PARTNERS LTD /ADV | $71M | Q2 2014 | 8/12/2014 | 24 |
| 9886 | Abdiel Capital Advisors, LP | $71M | Q4 2025 | 2/17/2026 | 7 |
| 9887 | 26North Partners LP | $70.9M | Q4 2025 | 2/17/2026 | 1 |
| 9888 | Raven Rock Credit Master Fund L.P. | $70.6M | Q4 2013 | 2/10/2014 | 23 |
| 9889 | McGrath & Associates, Inc. | $70.4M | Q4 2025 | 2/10/2026 | 43 |
| 9890 | Texas County & District Retirement System | $70.3M | Q4 2025 | 2/12/2026 | 1 |
| 9891 | Wise Wealth Partners | $69.7M | Q4 2025 | 1/29/2026 | 50 |
| 9892 | AH Equity Partners II, L.L.C. | $69.7M | Q4 2013 | 2/14/2014 | 1 |
| 9893 | SABBY MANAGEMENT, LLC | $69.5M | Q4 2025 | 2/17/2026 | 33 |
| 9894 | Immersion Capital LLP | $69.1M | Q4 2025 | 2/17/2026 | 10 |
| 9895 | Mowery & Schoenfeld Wealth Management, LLC | $69M | Q4 2025 | 1/28/2026 | 475 |
| 9896 | Fidelis Wealth Advisors LLC | $69M | Q4 2025 | 2/13/2026 | 11 |
| 9897 | Deuterium Capital Management, LLC | $68.9M | Q4 2025 | 2/10/2026 | 20 |
| 9898 | Yost Capital Management, LP | $68.9M | Q4 2025 | 2/13/2026 | 13 |
| 9899 | Angel Oak Capital Advisors, LLC | $68.8M | Q4 2025 | 2/10/2026 | 35 |
| 9900 | MATRIX VII MANAGEMENT CO LLC | $68.7M | Q2 2014 | 7/22/2014 | 1 |
| 9901 | Blue Barn Wealth, LLC | $68.7M | Q4 2025 | 2/10/2026 | 46 |
| 9902 | Charles Schwab Trust Bank | $68.5M | Q4 2025 | 2/13/2026 | 1 |
| 9903 | Charis Legacy Partners, LLC | $68.4M | Q1 2026 | 4/7/2026 | 27 |
| 9904 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | $68.2M | Q4 2025 | 2/9/2026 | 39 |
| 9905 | G.F.W. Energy VII, L.P. | $68M | Q1 2014 | 5/15/2014 | 1 |
| 9906 | Stronghold Wealth Management L.L.C. | $67.7M | Q4 2025 | 2/6/2026 | 119 |
| 9907 | QSV Equity Investors LLC | $67.6M | Q4 2025 | 2/12/2026 | 89 |
| 9908 | OBSIDIAN CIO, LLC | $67.5M | Q4 2025 | 2/18/2026 | 165 |
| 9909 | NCM Capital Advisers, Inc. | $67.5M | Q2 2014 | 8/7/2014 | 95 |
| 9910 | China-UAE Investment Cooperation Fund, L.P. | $67.4M | Q4 2025 | 1/30/2026 | 1 |
| 9911 | Navigation Wealth Management, Inc. | $67.3M | Q4 2025 | 1/29/2026 | 33 |
| 9912 | OMNI PARTNERS LLP | $67.3M | Q1 2014 | 5/13/2014 | 6 |
| 9913 | Sky Investment Counsel Inc | $67M | Q1 2014 | 5/14/2014 | 11 |
| 9914 | Van Diest Capital, LLC | $67M | Q4 2025 | 2/19/2026 | 138 |
| 9915 | DLS Capital Management, LLC | $67M | Q1 2014 | 4/16/2014 | 24 |
| 9916 | T2 Partners Management, LP | $66.9M | Q2 2014 | 8/1/2014 | 24 |
| 9917 | Ampfield Management, L.P. | $66.7M | Q4 2025 | 2/13/2026 | 4 |
| 9918 | Sullivan Wood Capital Management LLC | $66.3M | Q4 2025 | 1/20/2026 | 22 |
| 9919 | Solutions 4 Wealth, Ltd | $66.2M | Q4 2025 | 2/9/2026 | 57 |
| 9920 | IKOS CIF LTD | $66.2M | Q1 2014 | 5/14/2014 | 223 |
| 9921 | REDMONT WEALTH ADVISORS LLC | $66M | Q4 2025 | 2/6/2026 | 307 |
| 9922 | NBVM GP, LLC | $65.9M | Q2 2014 | 8/7/2014 | 1 |
| 9923 | KW WEALTH MANAGEMENT LLC | $65.9M | Q4 2025 | 2/25/2026 | 83 |
| 9924 | Sterling Investment Partners Management II LLC | $65.5M | Q1 2014 | 5/15/2014 | 1 |
| 9925 | Altus Capital Inc. | $65.1M | Q2 2014 | 7/29/2014 | 22 |
| 9926 | Capital CS Group, LLC | $64.9M | Q4 2025 | 1/9/2026 | 73 |
| 9927 | Parametrica Management Ltd | $64.9M | Q4 2025 | 2/10/2026 | 22 |
| 9928 | ABG Innovation Capital Partners III GP Ltd | $64.5M | Q4 2025 | 2/17/2026 | 1 |
| 9929 | MARATHON ASSET MANAGEMENT LP | $64.3M | Q4 2025 | 2/17/2026 | 13 |
| 9930 | AlpInvest Partners B.V. | $64.2M | Q4 2025 | 2/13/2026 | 12 |
| 9931 | Man Investment Partners (US) LP | $63.9M | Q4 2025 | 2/17/2026 | 5 |
| 9932 | PMC FIG Opportunities LLC | $63.7M | Q4 2025 | 2/17/2026 | 31 |
| 9933 | HM Capital Management, LLC | $63.6M | Q1 2014 | 5/6/2014 | 24 |
| 9934 | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | $63.6M | Q4 2025 | 2/10/2026 | 130 |
| 9935 | Prentice Capital Management, LP | $63.5M | Q4 2025 | 2/17/2026 | 24 |
| 9936 | Bratton Capital Management, L.P. | $63.4M | Q4 2025 | 2/17/2026 | 1 |
| 9937 | Moon Capital Management, LLC | $63.3M | Q2 2014 | 7/14/2014 | 39 |
| 9938 | 8VC GP I, LLC | $63.3M | Q4 2025 | 2/18/2026 | 1 |
| 9939 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | $63.3M | Q2 2014 | 8/11/2014 | 74 |
| 9940 | DELTA PARTNERS LP | $63.3M | Q2 2014 | 8/8/2014 | 15 |
| 9941 | Irth Capital Management LP | $62.7M | Q4 2025 | 2/17/2026 | 1 |
| 9942 | Rip Road Capital Partners LP | $62.5M | Q4 2025 | 2/17/2026 | 14 |
| 9943 | PCB Capital LLC | $62.4M | Q4 2025 | 4/9/2026 | 97 |
| 9944 | Bain Capital Public Equity Management II, LLC | $62.1M | Q4 2025 | 2/17/2026 | 3 |
| 9945 | Centaur Capital Partners, L.P. | $62M | Q1 2014 | 5/15/2014 | 28 |
| 9946 | SCOUT TRADING, LLC | $61.9M | Q4 2013 | 2/14/2014 | 12 |
| 9947 | FSC Wealth Advisors, LLC | $61.6M | Q4 2025 | 1/22/2026 | 29 |
| 9948 | Elite Life Management LLC | $61.6M | Q4 2025 | 2/9/2026 | 53 |
| 9949 | Summit Global Management, Inc. | $61.4M | Q1 2014 | 4/24/2014 | 23 |
| 9950 | Alken Asset Management Ltd | $61.3M | Q4 2025 | 1/20/2026 | 38 |
| 9951 | Samson Rock Capital LLP | $61.3M | Q4 2025 | 1/5/2026 | 3 |
| 9952 | Blossom Wealth Management | $60.6M | Q4 2025 | 1/16/2026 | 73 |
| 9953 | CLEAR INVESTMENT RESEARCH, LLC | $60.3M | Q4 2025 | 2/9/2026 | 51 |
| 9954 | Vesey Street Capital Partners, L.L.C. | $60M | Q4 2025 | 2/13/2026 | 1 |
| 9955 | SIGULER GUFF ADVISERS, LLC | $60M | Q1 2014 | 5/15/2014 | 5 |
| 9956 | PERRITT CAPITAL MANAGEMENT INC | $59.8M | Q4 2025 | 2/17/2026 | 79 |
| 9957 | Liberty Street Advisors, Inc. | $59.8M | Q4 2025 | 1/23/2026 | 4 |
| 9958 | Myriad Asset Management US LP | $59.7M | Q4 2025 | 1/20/2026 | 53 |
| 9959 | Kite Lake Capital Management (UK) LLP | $59.7M | Q4 2025 | 2/17/2026 | 4 |
| 9960 | JGE Capital Management LLC | $59.3M | Q2 2014 | 8/1/2014 | 3 |
| 9961 | Centerbridge Partners, L.P. | $59.1M | Q4 2025 | 2/17/2026 | 2 |
| 9962 | BMI CAPITAL CORP | $58.9M | Q1 2014 | 5/13/2014 | 18 |
| 9963 | New Jersey Better Educational Savings Trust | $58.7M | Q4 2025 | 1/29/2026 | 9 |
| 9964 | FBR & Co. | $58.7M | Q4 2013 | 2/11/2014 | 48 |
| 9965 | Data Collective IV GP, LLC | $58.5M | Q4 2025 | 2/17/2026 | 3 |
| 9966 | Glaxis Capital Management, LLC | $58.4M | Q4 2025 | 2/12/2026 | 43 |
| 9967 | CIBRA Capital Ltd | $58.2M | Q4 2025 | 1/14/2026 | 18 |
| 9968 | AIFG Consultants Ltd. | $58.2M | Q4 2025 | 2/4/2026 | 54 |
| 9969 | SYCAMORE PARTNERS MANAGEMENT, L.P. | $58.2M | Q4 2025 | 2/13/2026 | 2 |
| 9970 | CoinFund Management LLC | $58.1M | Q4 2025 | 2/17/2026 | 16 |
| 9971 | Elevation Management, LLC | $58.1M | Q4 2013 | 2/14/2014 | 2 |
| 9972 | CAZ INVESTMENTS LP | $57.8M | Q4 2025 | 2/10/2026 | 33 |
| 9973 | Matrix Capital Management Company, LP | $57.6M | Q4 2025 | 2/13/2026 | 2 |
| 9974 | VanderPol Investments L.L.C. | $57.5M | Q4 2025 | 2/4/2026 | 58 |
| 9975 | SIPHRON CAPITAL MANAGEMENT /CA/ | $57.2M | Q1 2014 | 5/15/2014 | 75 |
| 9976 | Bestgate Wealth Advisors, LLC | $56.9M | Q4 2025 | 1/16/2026 | 53 |
| 9977 | SPRINGBANK VALUE PARTNERS LP | $56.6M | Q2 2014 | 8/8/2014 | 27 |
| 9978 | Hein Park Capital Management LP | $56.5M | Q4 2025 | 2/17/2026 | 2 |
| 9979 | Columbia Capital IV, LLC | $56.4M | Q2 2014 | 8/1/2014 | 1 |
| 9980 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | $56.2M | Q1 2026 | 4/9/2026 | 38 |
| 9981 | CMC Financial Group | $56M | Q4 2025 | 1/26/2026 | 34 |
| 9982 | Silver Rock Financial LP | $55.9M | Q4 2025 | 2/17/2026 | 25 |
| 9983 | John W. Brooker & Co., CPAs | $55.9M | Q4 2025 | 1/13/2026 | 57 |
| 9984 | Connective Portfolio Management, LLC | $55.5M | Q4 2025 | 1/12/2026 | 38 |
| 9985 | MARSHALL & SULLIVAN INC /WA/ | $55.5M | Q1 2014 | 4/30/2014 | 34 |
| 9986 | Valor Management LLC | $55.1M | Q4 2025 | 2/13/2026 | 3 |
| 9987 | Atlas Merchant Capital LLC | $55M | Q4 2025 | 2/13/2026 | 2 |
| 9988 | Markin Volterra Fund LP | $55M | Q4 2025 | 2/17/2026 | 42 |
| 9989 | PMV Capital Advisers, LLC | $54.9M | Q4 2025 | 1/8/2026 | 86 |
| 9990 | Madison International Realty Holdings, LLC | $54.9M | Q4 2025 | 2/6/2026 | 1 |
| 9991 | TANAKA CAPITAL MANAGEMENT INC | $54.8M | Q4 2025 | 2/17/2026 | 45 |
| 9992 | Lorber David A | $54.4M | Q1 2014 | 5/15/2014 | 43 |
| 9993 | Davies Financial Advisors, Inc. | $54.1M | Q4 2025 | 1/27/2026 | 45 |
| 9994 | Oaktree Fund Advisors, LLC | $54M | Q4 2025 | 2/17/2026 | 17 |
| 9995 | Firsthand Capital Management, Inc. | $53.9M | Q4 2025 | 2/13/2026 | 47 |
| 9996 | CTC Alternative Strategies, Ltd. | $53.4M | Q4 2025 | 2/18/2026 | 43 |
| 9997 | Crestline Management, LP | $53.3M | Q4 2025 | 2/17/2026 | 3 |
| 9998 | HughesLittle Investment Management Ltd. | $53M | Q4 2025 | 3/20/2026 | 1 |
| 9999 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | $53M | Q4 2025 | 1/21/2026 | 94 |
| 10000 | Pacific Excel Wealth Advisors, Inc. | $52.9M | Q4 2025 | 2/18/2026 | 90 |