Top Funds by AUM
Institutional investment managers ranked by assets under management
Total Funds
8,202
Total AUM
$48.480B
Average AUM
$5.911M
Fund Rankings
Page 154 of 411
| Rank | Fund Manager | CIK | Total Holdings | AUM ($B) | Latest Filing | Actions |
|---|---|---|---|---|---|---|
| #3061 | STRATEGIC PLANNING GROUP, LLC | STRATEGIC PLANNING GROUP, LLC | 79 | $0.511B | 03/31/2025 | View Latest 13F |
| #3062 | Ignite Planners, LLC | Ignite Planners, LLC | 329 | $0.511B | 03/31/2025 | View Latest 13F |
| #3063 | AdvisorShares Investments LLC | AdvisorShares Investments LLC | 270 | $0.511B | 03/31/2025 | View Latest 13F |
| #3064 | Pasadena Private Wealth, LLC | Pasadena Private Wealth, LLC | 184 | $0.510B | 03/31/2025 | View Latest 13F |
| #3065 | Marotta Asset Management | Marotta Asset Management | 111 | $0.509B | 03/31/2025 | View Latest 13F |
| #3066 | Adams Wealth Management | Adams Wealth Management | 146 | $0.509B | 03/31/2025 | View Latest 13F |
| #3067 | Convergence Financial, LLC | Convergence Financial, LLC | 167 | $0.509B | 03/31/2025 | View Latest 13F |
| #3068 | Schoolcraft Capital LLC | Schoolcraft Capital LLC | 74 | $0.509B | 03/31/2025 | View Latest 13F |
| #3069 | CAROLINAS WEALTH CONSULTING LLC | CAROLINAS WEALTH CONSULTING LLC | 1,056 | $0.509B | 12/31/2024 | View Latest 13F |
| #3070 | SC&H Financial Advisors, Inc. | SC&H Financial Advisors, Inc. | 151 | $0.508B | 03/31/2025 | View Latest 13F |
| #3071 | SevenBridge Financial Group, LLC | SevenBridge Financial Group, LLC | 220 | $0.508B | 03/31/2025 | View Latest 13F |
| #3072 | Triasima Portfolio Management inc. | Triasima Portfolio Management inc. | 144 | $0.508B | 03/31/2025 | View Latest 13F |
| #3073 | Octagon Capital Advisors LP | Octagon Capital Advisors LP | 34 | $0.508B | 03/31/2025 | View Latest 13F |
| #3074 | Buffington Mohr McNeal | Buffington Mohr McNeal | 111 | $0.507B | 03/31/2025 | View Latest 13F |
| #3075 | Montecito Bank & Trust | Montecito Bank & Trust | 280 | $0.507B | 03/31/2025 | View Latest 13F |
| #3076 | OAKMONT Corp | OAKMONT Corp | 31 | $0.507B | 03/31/2025 | View Latest 13F |
| #3077 | Financial Advisors, LLC | Financial Advisors, LLC | 81 | $0.507B | 03/31/2025 | View Latest 13F |
| #3078 | Bellecapital International Ltd. | Bellecapital International Ltd. | 137 | $0.506B | 03/31/2025 | View Latest 13F |
| #3079 | First Reserve GP XIII Ltd | First Reserve GP XIII Ltd | 2 | $0.505B | 03/31/2025 | View Latest 13F |
| #3080 | Strategic Global Advisors, LLC | Strategic Global Advisors, LLC | 137 | $0.505B | 03/31/2025 | View Latest 13F |
Page 154 of 411