Institutions with under $100M AUM (2838 funds)
2838 institutions currently have assets under management under $100M, ranked below by AUM.
First Houston Capital, Inc.
Total reported value
$100.0M
65 stks
2017-06-30
Entelevest, LLC
Total reported value
$100.0M
137 stks
2026-03-31
Robert B. Daugherty Foundation
Total reported value
$100.0M
1 stks
2026-03-31
Hicks Capital Management LLC
Total reported value
$100.0M
37 stks
2026-03-31
Arrow Capital Pty Ltd
Total reported value
$100.0M
17 stks
2026-03-31
OneAscent Investment Solutions LLC
Total reported value
$100.0M
128 stks
2026-03-31
Agincourt Capital Management, LLC
Total reported value
$99.9M
3 stks
2024-12-31
Alpha Quant Advisors, LLC
Total reported value
$99.8M
502 stks
2019-03-31
Orbis Investment Management (U.S.), L.P.
Total reported value
$99.7M
25 stks
2018-12-31
Woodbine Capital Advisors LP
Total reported value
$99.7M
24 stks
2014-03-31
Peck Wealth Management, LLC
Total reported value
$99.7M
122 stks
2026-03-31
Asset Value Investors Ltd
Total reported value
$99.6M
2 stks
2026-03-31
Wood Asset Management INC
Total reported value
$99.6M
42 stks
2015-03-31
Michael Brady & Co., LLC
Total reported value
$99.5M
54 stks
2026-03-31
Ramiah Investment Group
Total reported value
$99.5M
32 stks
2026-03-31
Banta Asset Management LP
Total reported value
$99.5M
20 stks
2026-03-31
Wintergreen Advisers, LLC
Total reported value
$99.5M
4 stks
2019-03-31
Lionsbridge Wealth Management LLC
Total reported value
$99.5M
59 stks
2026-03-31
Sapphire Ventures, L.l.c.
Total reported value
$99.4M
4 stks
2026-03-31
Chapwood Capital Investment Management, LLC
Total reported value
$99.4M
70 stks
2019-12-31
Capstone Capital Management Ltd
Total reported value
$99.3M
51 stks
2026-03-31
Putney Financial Group LLC
Total reported value
$99.3M
84 stks
2026-03-31
Titiun Yejiel
Total reported value
$99.2M
57 stks
2026-03-31
Susquehanna Capital Management, LLC
Total reported value
$99.2M
2 stks
2026-03-31
Alpine Peaks Capital, LP
Total reported value
$99.2M
21 stks
2026-03-31
Objective Capital Management, LLC
Total reported value
$99.2M
95 stks
2026-03-31
V. M. Manning & Co., INC.
Total reported value
$99.1M
54 stks
2025-12-31
Lfs Asset Management
Total reported value
$99.1M
48 stks
2022-09-30
Markston International LLC
Total reported value
$99.1M
139 stks
2021-12-31
Invested Advisors
Total reported value
$99.0M
138 stks
2026-03-31
Cedarwood Wealth LLC
Total reported value
$99.0M
81 stks
2026-03-31
Vennlight Capital Management, LP
Total reported value
$99.0M
18 stks
2026-03-31
M&R Follow-On Fund Management, LP
Total reported value
$98.9M
1 stks
2017-09-30
Willow Financial LLC
Total reported value
$98.7M
37 stks
2026-03-31
Momentum Advisors, LLC
Total reported value
$98.7M
83 stks
2022-12-31
Fund Advisors of America Inc/FL
Total reported value
$98.7M
118 stks
2026-03-31
Mozayyx Management LLC
Total reported value
$98.6M
16 stks
2026-03-31
Waterstone Capital Management, L.P.
Total reported value
$98.6M
8 stks
2019-12-31
Karras Company, Inc.
Total reported value
$98.6M
61 stks
2026-03-31
Robbie L. Kennerson P.A., Inc.
Total reported value
$98.6M
31 stks
2022-12-31
Michelson Medical Research Foundation, Inc.
Total reported value
$98.5M
21 stks
2026-03-31
Millrace Asset Group, Inc.
Total reported value
$98.4M
70 stks
2024-09-30
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
Total reported value
$98.4M
14 stks
2024-12-31
Soditic Asset Management LLP
Total reported value
$98.4M
12 stks
2024-09-30
Western Pacific Wealth Management, LP
Total reported value
$98.4M
197 stks
2026-03-31
Caldwell & Orkin INC
Total reported value
$98.3M
59 stks
2017-09-30
Closed-End Fund Advisors, Inc.
Total reported value
$98.3M
162 stks
2026-03-31
Inkwell Capital LLC
Total reported value
$98.2M
31 stks
2026-03-31
Oakmont Advisory Group, LLC
Total reported value
$98.2M
119 stks
2026-03-31
Thinkbetter Group LLC
Total reported value
$98.1M
6 stks
2021-09-30
Puff Wealth Management, LLC
Total reported value
$98.1M
77 stks
2026-06-30
Wilen Investment Management CORP.
Total reported value
$98.1M
87 stks
2022-09-30
Oak Point Wealth Management
Total reported value
$98.0M
204 stks
2018-03-31
Sphinx Trading, LP
Total reported value
$98.0M
152 stks
2021-12-31
Sulzberger Capital Advisors, Inc.
Total reported value
$98.0M
49 stks
2026-03-31
Walsky Investment Management, Inc.
Total reported value
$98.0M
50 stks
2026-03-31
Advisory Advocates, LLC
Total reported value
$97.9M
160 stks
2026-03-31
Linker Capital Management Inc.
Total reported value
$97.9M
39 stks
2023-06-30
Unified Investment Management
Total reported value
$97.9M
134 stks
2026-03-31
Wulff, Hansen & Co.
Total reported value
$97.9M
98 stks
2026-03-31
Whitford Management LLC
Total reported value
$97.9M
25 stks
2026-03-31
Triarii Capital Management LP
Total reported value
$97.9M
20 stks
2018-09-30
Terra Alpha Investments LLC
Total reported value
$97.7M
32 stks
2025-12-31
Financial Network Wealth Advisors LLC
Total reported value
$97.7M
772 stks
2026-03-31
Urban Wealth Management, LLC
Total reported value
$97.7M
93 stks
2026-03-31
CSP Financial Group, LLC
Total reported value
$97.7M
20 stks
2026-03-31
Bluebird Wealth Management LLC
Total reported value
$97.7M
77 stks
2026-03-31
Villanova Investment Management Co LLC
Total reported value
$97.6M
56 stks
2026-03-31
Broadhurst Jeffrey B
Total reported value
$97.6M
41 stks
2026-03-31
RCW Management, LLC
Total reported value
$97.6M
68 stks
2026-03-31
Chiron Capital Management, LLC
Total reported value
$97.5M
117 stks
2026-03-31
Sensenig Capital Advisors, Inc
Total reported value
$97.5M
33 stks
2026-03-31
Ballast Financial Advisors LLC
Total reported value
$97.5M
68 stks
2026-03-31
Panning Capital Management, LP
Total reported value
$97.5M
8 stks
2016-09-30
John & Kathleen Schreiber Foundation
Total reported value
$97.5M
4 stks
2026-03-31
Kam Lawrence
Total reported value
$97.4M
7 stks
2019-12-31
Golden Green, Inc.
Total reported value
$97.4M
80 stks
2023-09-30
Richelieu Gestion SA
Total reported value
$97.3M
63 stks
2024-03-31
Cogent Strategic Wealth LLC
Total reported value
$97.3M
84 stks
2026-03-31
Atlas Wealth Partners, LLC
Total reported value
$97.3M
65 stks
2026-03-31
Page Arthur B
Total reported value
$97.2M
110 stks
2024-03-31
Arrington Capital Management, LLC
Total reported value
$97.1M
33 stks
2026-03-31
Elevated Private Wealth, LLC
Total reported value
$97.1M
112 stks
2025-12-31
Partners Wealth Management, LLC
Total reported value
$97.0M
109 stks
2026-03-31
Yu Fan
Total reported value
$97.0M
8 stks
2026-03-31
Skyview Financial Group LLC
Total reported value
$96.9M
57 stks
2025-12-31
Sarissa Consulting LLC
Total reported value
$96.9M
51 stks
2022-09-30
Standard Family Office LLC
Total reported value
$96.8M
31 stks
2026-03-31
truNorth Financial Services, Inc.
Total reported value
$96.7M
49 stks
2026-03-31
Vantis Investment Advisers L.P.
Total reported value
$96.6M
26 stks
2021-12-31
Fullerton Advisors, LLC
Total reported value
$96.6M
53 stks
2026-03-31
Watershed Asset Management, L.L.C.
Total reported value
$96.5M
118 stks
2026-03-31
Samara Investment Management, LLC
Total reported value
$96.5M
72 stks
2026-03-31
Steel Partners Holdings L.p.
Total reported value
$96.4M
10 stks
2026-03-31
Unify Financial Advisors
Total reported value
$96.4M
89 stks
2026-03-31
Glacier Peak Capital LLC
Total reported value
$96.2M
73 stks
2019-09-30
Karamaan Group, LLC
Total reported value
$96.2M
32 stks
2015-09-30
Professional Financial Management, Inc.
Total reported value
$96.1M
23 stks
2026-03-31
American Wealth Advisors, LLC
Total reported value
$96.0M
41 stks
2026-03-31
E6 Portfolios, LLC
Total reported value
$95.9M
58 stks
2026-03-31
Orchard Capital Management, LLC
Total reported value
$95.9M
46 stks
2026-03-31
Oregon Pacific Wealth Management, LLC
Total reported value
$95.8M
125 stks
2026-03-31
Schaller Investment Group INC
Total reported value
$95.7M
34 stks
2019-12-31
Fortress Financial Solutions, LLC
Total reported value
$95.7M
106 stks
2026-03-31
AH Equity Partners LSV II, L.L.C.
Total reported value
$95.6M
4 stks
2023-09-30
Red Reef Advisors LLC
Total reported value
$95.5M
179 stks
2026-03-31
Canvas GP 1, L.L.C.
Total reported value
$95.3M
1 stks
2021-12-31
SFI Advisors, LLC
Total reported value
$95.2M
48 stks
2026-03-31
Flagship Ventures Fund 2007, L.p.
Total reported value
$95.2M
4 stks
2016-03-31
Edmond De Rothschild Asset Management (luxembourg)
Total reported value
$95.2M
82 stks
2016-09-30
Armstrong Shaw Associates Inc/ct
Total reported value
$95.2M
44 stks
2023-09-30
Pacific Excel Wealth Advisors, Inc.
Total reported value
$95.1M
140 stks
2026-03-31
Helios Capital Management Pte. LTD
Total reported value
$95.1M
21 stks
2026-03-31
AH Equity Partners Bio III, L.L.C.
Total reported value
$95.0M
1 stks
2022-09-30
Tortuga Wealth Management, Inc
Total reported value
$94.9M
105 stks
2025-12-31
CA Family Wealth, LLC
Total reported value
$94.9M
42 stks
2020-03-31
Premier Private Wealth Management LLC
Total reported value
$94.8M
53 stks
2026-03-31
SaddleRock Capital Management LLC
Total reported value
$94.8M
18 stks
2026-03-31
Aflac Inc
Total reported value
$94.8M
4 stks
2026-03-31
American Assets Capital Advisers, LLC
Total reported value
$94.7M
36 stks
2025-09-30
Treynor Bancshares, Inc.
Total reported value
$94.7M
51 stks
2024-12-31
Ankerstar Wealth, LLC
Total reported value
$94.7M
961 stks
2026-03-31
Concourse Capital Management, LLC
Total reported value
$94.6M
24 stks
2019-12-31
Galaxy Digital Capital Management GP LLC
Total reported value
$94.5M
54 stks
2026-03-31
JCSD Capital, LLC
Total reported value
$94.5M
29 stks
2026-03-31
Weatherstone Capital Management
Total reported value
$94.5M
84 stks
2019-03-31
EDBI Pte Ltd
Total reported value
$94.4M
14 stks
2024-12-31
Boxwood Ventures, Inc.
Total reported value
$94.3M
33 stks
2026-03-31
Boyer Financial Services, Inc.
Total reported value
$94.3M
44 stks
2026-03-31
Geremia Financial Services, LLC
Total reported value
$94.3M
9 stks
2026-06-30
Briggs Wealth Management, Inc
Total reported value
$94.3M
58 stks
2026-03-31
In-Depth Partners, LLC
Total reported value
$94.3M
9 stks
2025-09-30
New Vernon Investment Management LLC
Total reported value
$94.2M
39 stks
2026-03-31
TELEMUS BEACON INVESTMENT Co LLC
Total reported value
$94.1M
69 stks
2013-06-30
FirstWave Capital Management LLC
Total reported value
$94.1M
27 stks
2026-03-31
Montchanin Asset Management, LLC
Total reported value
$94.1M
55 stks
2026-03-31
Mitchell Group INC
Total reported value
$94.0M
31 stks
2019-03-31
Weyland Capital Management, LLC
Total reported value
$94.0M
9 stks
2016-06-30
WealthCare Asset Management, LLC
Total reported value
$94.0M
32 stks
2026-03-31
Arrow Investment Advisors, LLC
Total reported value
$93.9M
59 stks
2026-03-31
734 Agriculture, LLC
Total reported value
$93.8M
1 stks
2018-12-31
Wall Capital Group, Inc.
Total reported value
$93.7M
23 stks
2026-03-31
LWM Advisory Services, LLC
Total reported value
$93.7M
76 stks
2026-03-31
Gritstone Asset Management LLC
Total reported value
$93.6M
154 stks
2026-03-31
Quadrangle Gp Investors LLC
Total reported value
$93.6M
1 stks
2016-12-31
Avail Investment Partners, LLC
Total reported value
$93.6M
137 stks
2026-03-31
Wallace Advisory Group, LLC
Total reported value
$93.6M
226 stks
2026-03-31
Telligent Fund, LP
Total reported value
$93.6M
24 stks
2026-03-31
Robocap Asset Management Ltd
Total reported value
$93.5M
23 stks
2026-03-31
Pensionfund Sabic
Total reported value
$93.5M
76 stks
2026-06-30