Top Funds by AUM
Institutional investment managers ranked by assets under management
Total Funds
8,202
Total AUM
$48.480B
Average AUM
$5.911M
Fund Rankings
Page 204 of 411
| Rank | Fund Manager | CIK | Total Holdings | AUM ($B) | Latest Filing | Actions |
|---|---|---|---|---|---|---|
| #4061 | Xcel Wealth Management, LLC | Xcel Wealth Management, LLC | 129 | $0.321B | 03/31/2025 | View Latest 13F |
| #4062 | Kidder Stephen W | Kidder Stephen W | 312 | $0.321B | 03/31/2025 | View Latest 13F |
| #4063 | Gray Foundation | Gray Foundation | 11 | $0.321B | 03/31/2025 | View Latest 13F |
| #4064 | Galibier Capital Management Ltd. | Galibier Capital Management Ltd. | 37 | $0.321B | 03/31/2025 | View Latest 13F |
| #4065 | Colony Family Offices, LLC | Colony Family Offices, LLC | 70 | $0.321B | 03/31/2025 | View Latest 13F |
| #4066 | Shilanski & Associates, Inc. | Shilanski & Associates, Inc. | 104 | $0.321B | 03/31/2025 | View Latest 13F |
| #4067 | Leading Edge Financial Planning LLC | Leading Edge Financial Planning LLC | 58 | $0.320B | 03/31/2025 | View Latest 13F |
| #4068 | KELLY FINANCIAL GROUP LLC | KELLY FINANCIAL GROUP LLC | 80 | $0.320B | 03/31/2025 | View Latest 13F |
| #4069 | Hurlow Wealth Management Group, Inc. | Hurlow Wealth Management Group, Inc. | 120 | $0.320B | 03/31/2025 | View Latest 13F |
| #4070 | Compass Rose Asset Management, LP | Compass Rose Asset Management, LP | 20 | $0.320B | 03/31/2025 | View Latest 13F |
| #4071 | SW Investment Management LLC | SW Investment Management LLC | 8 | $0.320B | 03/31/2025 | View Latest 13F |
| #4072 | Fairhaven Wealth Management, LLC | Fairhaven Wealth Management, LLC | 116 | $0.320B | 12/31/2024 | View Latest 13F |
| #4073 | Centurion Wealth Management LLC | Centurion Wealth Management LLC | 214 | $0.320B | 03/31/2025 | View Latest 13F |
| #4074 | tru Independence LLC | tru Independence LLC | 110 | $0.320B | 03/31/2025 | View Latest 13F |
| #4075 | Ruedi Wealth Management, Inc. | Ruedi Wealth Management, Inc. | 332 | $0.320B | 03/31/2025 | View Latest 13F |
| #4076 | Wellington Shields & Co., LLC | Wellington Shields & Co., LLC | 304 | $0.319B | 03/31/2025 | View Latest 13F |
| #4077 | Prosperity Planning, Inc. | Prosperity Planning, Inc. | 104 | $0.319B | 03/31/2025 | View Latest 13F |
| #4078 | United Wealth Management, LLC | United Wealth Management, LLC | 21 | $0.319B | 03/31/2025 | View Latest 13F |
| #4079 | Buska Wealth Management, LLC | Buska Wealth Management, LLC | 64 | $0.319B | 03/31/2025 | View Latest 13F |
| #4080 | PFW Advisors LLC | PFW Advisors LLC | 121 | $0.319B | 03/31/2025 | View Latest 13F |
Page 204 of 411