1 億至 10 億美元機構名單（共 7392 家）

目前共有 7392 家機構的資產管理規模落在1 億至 10 億美元，以下依 AUM 由高至低排序。

Advisor Resource Council

CIK 0001820879

申報總市值

US$3.1億

244 stks

2026-03-31

Pines Wealth Management, LLC

CIK 0002037426

申報總市值

US$3.1億

215 stks

2026-03-31

Three Corner Global Investors LP

CIK 0001584246

申報總市值

US$3.1億

24 stks

2018-03-31

資料過舊，未更新

Caerus Investment Advisors, LLC

CIK 0001862682

申報總市值

US$3.1億

311 stks

2025-12-31

資料過舊，未更新

Alteri Wealth LLC

CIK 0002054980

申報總市值

US$3.1億

292 stks

2026-03-31

Financial Insights, Inc.

CIK 0001642058

申報總市值

US$3.1億

130 stks

2026-03-31

Castle Wealth Management LLC

CIK 0001936420

申報總市值

US$3.1億

132 stks

2026-03-31

Bennett Lawrence Management L L C/ny

CIK 0001010452

申報總市值

US$3.1億

140 stks

2015-12-31

資料過舊，未更新

Bell & Brown Wealth Advisors, LLC

CIK 0001725362

申報總市值

US$3.1億

68 stks

2026-03-31

General Electric Co

CIK 0000040545

申報總市值

US$3.1億

2 stks

2026-03-31

Elite Wealth Management, Inc.

CIK 0001622757

申報總市值

US$3.1億

49 stks

2026-03-31

Alfreton Capital LLP

CIK 0001873435

申報總市值

US$3.1億

5 stks

2026-03-31

Pecaut & Co.

CIK 0001597200

申報總市值

US$3.1億

66 stks

2026-03-31

Defender Capital, LLC.

CIK 0001766929

申報總市值

US$3.1億

37 stks

2026-06-30

Alta Wealth Advisors LLC

CIK 0001843826

申報總市值

US$3.1億

161 stks

2026-03-31

First United Bank & Trust

CIK 0001214183

申報總市值

US$3.1億

560 stks

2026-03-31

Islander Capital Partners, L.P.

CIK 0002081714

申報總市值

US$3.1億

17 stks

2026-03-31

Lincoln Capital CORP

CIK 0000872359

申報總市值

US$3.1億

99 stks

2026-06-30

Alliance Wealth Advisors, LLC

CIK 0001849724

申報總市值

US$3.1億

173 stks

2026-06-30

Argyle Capital Management, LLC

CIK 0001321194

申報總市值

US$3.1億

137 stks

2026-03-31

Omega Financial Group, LLC

CIK 0001767982

申報總市值

US$3.1億

101 stks

2026-03-31

Elevated Financial Group LLC

CIK 0002063915

申報總市值

US$3.1億

134 stks

2026-03-31

Idaho Trust Co

CIK 0001568069

申報總市值

US$3.1億

146 stks

2026-03-31

Nine Ten Partners LP

CIK 0001603715

申報總市值

US$3.1億

13 stks

2014-12-31

資料過舊，未更新

Capital Planning LLC

CIK 0001790688

申報總市值

US$3.1億

82 stks

2026-03-31

TPG Financial Advisors, LLC

CIK 0001706669

申報總市值

US$3.1億

76 stks

2026-03-31

Centerpoint Advisors, LLC

CIK 0001733788

申報總市值

US$3.1億

414 stks

2026-03-31

Cutler Group LLC / CA

CIK 0001534270

申報總市值

US$3.1億

2,928 stks

2024-03-31

資料過舊，未更新

Hayek Kallen Investment Management

CIK 0001430681

申報總市值

US$3.1億

92 stks

2026-03-31

Abingworth LLP

CIK 0001397144

申報總市值

US$3.1億

19 stks

2022-12-31

資料過舊，未更新

Norris Financial Group, LLC

CIK 0002129318

申報總市值

US$3.1億

97 stks

2026-03-31

Medallion Wealth Advisors, LLC

CIK 0002131139

申報總市值

US$3.1億

12,534 stks

2026-03-31

Lifestyle Asset Management, Inc.

CIK 0001845675

申報總市值

US$3.1億

134 stks

2026-03-31

Fearnley Asset Management As

CIK 0002056821

申報總市值

US$3.1億

19 stks

2026-03-31

Cornerstone Financial Partners, LLC

CIK 0001665445

申報總市值

US$3.1億

130 stks

2017-12-31

資料過舊，未更新

Aster Capital Management (DIFC) Ltd

CIK 0002040915

申報總市值

US$3.1億

809 stks

2026-03-31

RPD Fund Management LLC

CIK 0001832568

申報總市值

US$3.1億

11 stks

2026-03-31

Investidor Profissional Gestao de Recursos Ltda.

CIK 0001953154

申報總市值

US$3.1億

27 stks

2026-03-31

Synergy Investment Management, LLC

CIK 0002053786

申報總市值

US$3.1億

2,562 stks

2026-03-31

Fiduciary Services Corp/ga

CIK 0001009259

申報總市值

US$3.1億

194 stks

2015-03-31

資料過舊，未更新

Eaton Financial Holdings Company, LLC

CIK 0001972322

申報總市值

US$3.1億

125 stks

2026-03-31

Sunpointe, LLC

CIK 0002012181

申報總市值

US$3.1億

266 stks

2026-03-31

Breach Inlet Capital Management, LLC

CIK 0002009914

申報總市值

US$3.0億

12 stks

2026-03-31

Demars Financial Group, LLC

CIK 0001723115

申報總市值

US$3.0億

103 stks

2026-03-31

Boundless Plain Holdings Ltd

CIK 0002108192

申報總市值

US$3.0億

22 stks

2026-03-31

Legacy Capital Partners, Inc.

CIK 0001450558

申報總市值

US$3.0億

138 stks

2022-03-31

資料過舊，未更新

Goldstein Munger & Associates

CIK 0001570251

申報總市值

US$3.0億

32 stks

2022-09-30

資料過舊，未更新

East Coast Asset Management, LLC.

CIK 0001579254

申報總市值

US$3.0億

68 stks

2026-03-31

Engaged Capital LLC

CIK 0001559771

申報總市值

US$3.0億

8 stks

2026-03-31

Biechele Royce Advisors

CIK 0001730808

申報總市值

US$3.0億

55 stks

2024-09-30

資料過舊，未更新

Tejara Capital Ltd

CIK 0001879713

申報總市值

US$3.0億

73 stks

2026-03-31

Trimaran Fund Management, L.L.C.

CIK 0001322749

申報總市值

US$3.0億

1 stks

2020-12-31

資料過舊，未更新

Bain Capital Credit, LP

CIK 0001317947

申報總市值

US$3.0億

6 stks

2026-03-31

Slagle Financial, LLC

CIK 0001984918

申報總市值

US$3.0億

121 stks

2026-03-31

Arrowroot Family Office, LLC

CIK 0002017744

申報總市值

US$3.0億

156 stks

2026-03-31

L.K. Benson & Company, P.C.

CIK 0002055235

申報總市值

US$3.0億

113 stks

2026-03-31

OneAscent Wealth Management LLC

CIK 0001844707

申報總市值

US$3.0億

157 stks

2026-03-31

Wealth Advisors of Tampa Bay, LLC

CIK 0001715228

申報總市值

US$3.0億

93 stks

2026-03-31

American Financial Group INC 401(k) Retirement & Savings Plan

CIK 0000943719

申報總市值

US$3.0億

1 stks

2026-03-31

Cora Capital Advisors LLC

CIK 0001964530

申報總市值

US$3.0億

134 stks

2026-03-31

Wheelhouse Advisory Group LLC

CIK 0001998946

申報總市值

US$3.0億

51 stks

2026-03-31

DHJJ Financial Advisors, Ltd.

CIK 0001844716

申報總市值

US$3.0億

1,081 stks

2026-03-31

Greenspring Associates, Inc.

CIK 0001545140

申報總市值

US$3.0億

7 stks

2018-12-31

資料過舊，未更新

Gr Financial Group, LLC

CIK 0002011751

申報總市值

US$3.0億

22 stks

2026-03-31

Precision Wealth Strategies, LLC

CIK 0001844197

申報總市值

US$3.0億

156 stks

2026-03-31

DeGreen Capital Management LLC

CIK 0001536333

申報總市值

US$3.0億

21 stks

2021-09-30

資料過舊，未更新

Tred Avon Family Wealth, LLC

CIK 0002094435

申報總市值

US$3.0億

262 stks

2026-03-31

Charles-Lim Capital Ltd

CIK 0001634255

申報總市值

US$3.0億

5 stks

2026-03-31

Pacifica Partners Inc.

CIK 0001799900

申報總市值

US$3.0億

474 stks

2026-03-31

Alongside, LLC

CIK 0002113496

申報總市值

US$3.0億

83 stks

2025-12-31

資料過舊，未更新

Matthew 25 Management Corp

CIK 0001351431

申報總市值

US$3.0億

20 stks

2026-03-31

USAdvisors Wealth Management, LLC

CIK 0001735605

申報總市值

US$3.0億

137 stks

2026-03-31

Absolute Capital Management, LLC

CIK 0001817648

申報總市值

US$3.0億

146 stks

2026-03-31

Mango Five Family, Inc.

CIK 0002007959

申報總市值

US$3.0億

65 stks

2024-03-31

資料過舊，未更新

Game Creek Capital, LP

CIK 0001731132

申報總市值

US$3.0億

93 stks

2026-03-31

Cape Investment Advisory, Inc.

CIK 0001944437

申報總市值

US$3.0億

383 stks

2026-03-31

United Bank

CIK 0001697791

申報總市值

US$3.0億

124 stks

2026-03-31

Vista Investment Management

CIK 0001740140

申報總市值

US$3.0億

180 stks

2026-03-31

Three Peaks Capital Management, LLC

CIK 0001598013

申報總市值

US$3.0億

87 stks

2021-09-30

資料過舊，未更新

Syntrinsic LLC

CIK 0002012611

申報總市值

US$3.0億

79 stks

2024-09-30

資料過舊，未更新

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK 0002079571

申報總市值

US$3.0億

199 stks

2026-06-30

JOYN Advisors, Inc.

CIK 0001493936

申報總市值

US$3.0億

108 stks

2020-03-31

資料過舊，未更新

Prosperity Wealth Management, Inc.

CIK 0001991463

申報總市值

US$3.0億

251 stks

2025-12-31

資料過舊，未更新

Chiron Investment Management, LLC

CIK 0001688882

申報總市值

US$3.0億

86 stks

2024-12-31

資料過舊，未更新

Corbyn Investment Management Inc/md

CIK 0000919538

申報總市值

US$3.0億

62 stks

2026-03-31

Galibier Capital Management Ltd.

CIK 0001765768

申報總市值

US$3.0億

38 stks

2025-09-30

資料過舊，未更新

Forum Private Client Group LLC

CIK 0001910636

申報總市值

US$3.0億

80 stks

2026-03-31

Sykon Capital LLC

CIK 0001988408

申報總市值

US$3.0億

88 stks

2026-03-31

Riverwater Partners LLC

CIK 0001882572

申報總市值

US$3.0億

213 stks

2026-03-31

United Community Bank

CIK 0002000314

申報總市值

US$3.0億

565 stks

2026-03-31

Amtrust Financial Services, Inc.

CIK 0001365555

申報總市值

US$3.0億

15 stks

2026-03-31

PCA Investment Advisory Services Inc.

CIK 0001977044

申報總市值

US$3.0億

57 stks

2026-03-31

Financial Symmetry Inc

CIK 0002004843

申報總市值

US$3.0億

68 stks

2026-06-30

Riverview Capital Advisers, LLC

CIK 0001962933

申報總市值

US$3.0億

86 stks

2026-03-31

Decheng Capital Management III (Cayman), LLC

CIK 0001747821

申報總市值

US$3.0億

26 stks

2023-09-30

資料過舊，未更新

Rogco, LP

CIK 0001998892

申報總市值

US$3.0億

205 stks

2026-03-31

Jackson, Grant Investment Advisers, Inc.

CIK 0001650300

申報總市值

US$3.0億

398 stks

2026-03-31

Carlton Hofferkamp & Jenks Wealth Management, LLC

CIK 0001510870

申報總市值

US$3.0億

142 stks

2026-03-31

FormulaFolio Investments, LLC

CIK 0001626982

申報總市值

US$3.0億

524 stks

2021-06-30

資料過舊，未更新

Kimmeridge Energy Management Company, LLC

CIK 0001706220

申報總市值

US$3.0億

1 stks

2026-03-31

Intercapital, LLC

CIK 0002108411

申報總市值

US$3.0億

108 stks

2026-03-31

Goepper Burkhardt LLC

CIK 0001844142

申報總市值

US$3.0億

97 stks

2026-03-31

Corundum Group, Inc.

CIK 0001486083

申報總市值

US$3.0億

108 stks

2026-03-31

BHK Investment Advisors, LLC

CIK 0001710539

申報總市值

US$3.0億

79 stks

2026-03-31

Parkshore Wealth Management, Inc.

CIK 0002024251

申報總市值

US$3.0億

69 stks

2026-03-31

Kaydan Wealth Management, Inc.

CIK 0001964532

申報總市值

US$3.0億

109 stks

2026-03-31

Pwmco, LLC

CIK 0001263568

申報總市值

US$3.0億

60 stks

2020-03-31

資料過舊，未更新

Beacon Bridge Wealth Partners, LLC

CIK 0001965468

申報總市值

US$3.0億

101 stks

2026-03-31

Nepsis Inc.

CIK 0001587643

申報總市值

US$3.0億

29 stks

2026-03-31

Monroe Bank & Trust/mi

CIK 0001075699

申報總市值

US$3.0億

106 stks

2019-06-30

資料過舊，未更新

Tieton Capital Management, LLC

CIK 0001381954

申報總市值

US$3.0億

35 stks

2026-03-31

Sunflower Bank, NA Wealth Management

CIK 0001478417

申報總市值

US$3.0億

172 stks

2020-09-30

資料過舊，未更新

Integrated Wealth Management

CIK 0001640250

申報總市值

US$3.0億

268 stks

2017-03-31

資料過舊，未更新

American Assets INC

CIK 0000885118

申報總市值

US$3.0億

31 stks

2026-03-31

Technology Crossover Management VIII, Ltd.

CIK 0001626282

申報總市值

US$3.0億

5 stks

2026-03-31

Congruence Capital, LLC

CIK 0002085569

申報總市值

US$3.0億

60 stks

2026-03-31

Lynch Asset Management, Inc.

CIK 0001906719

申報總市值

US$3.0億

51 stks

2026-03-31

CPA Asset Management Group, LLC

CIK 0001963967

申報總市值

US$3.0億

99 stks

2026-03-31

Berkeley, Inc

CIK 0002051965

申報總市值

US$3.0億

81 stks

2026-03-31

Hassell Wealth Management, LLC

CIK 0001965270

申報總市值

US$3.0億

28 stks

2026-03-31

Range Financial Group LLC

CIK 0001928635

申報總市值

US$3.0億

190 stks

2026-03-31

Armor Advisors, L.l.c.

CIK 0001600698

申報總市值

US$3.0億

18 stks

2026-03-31

Sustainable Insight Capital Management, LLC

CIK 0001580677

申報總市值

US$3.0億

86 stks

2026-03-31

Wolf Group Capital Advisors

CIK 0001579111

申報總市值

US$3.0億

166 stks

2025-03-31

資料過舊，未更新

Olympus Wealth Management, LLC

CIK 0001995674

申報總市值

US$3.0億

21 stks

2025-06-30

資料過舊，未更新

Towarzystwo Funduszy Inwestycyjnych Pzu SA

CIK 0002071170

申報總市值

US$3.0億

687 stks

2026-03-31

Lcnb CORP

CIK 0001074902

申報總市值

US$3.0億

189 stks

2026-03-31

SVF Sponsor III (DE) LLC

CIK 0001838428

申報總市值

US$3.0億

1 stks

2026-03-31

TRH Financial, LLC

CIK 0001730210

申報總市值

US$3.0億

71 stks

2022-06-30

資料過舊，未更新

TMB Capital Partners, LLC

CIK 0002111931

申報總市值

US$3.0億

176 stks

2026-03-31

Fischer Financial Services, Inc.

CIK 0002064001

申報總市值

US$3.0億

56 stks

2026-03-31

Wambolt & Associates, LLC

CIK 0001755723

申報總市值

US$3.0億

171 stks

2025-06-30

資料過舊，未更新

Prudent Man Investment Management, Inc.

CIK 0002054263

申報總市值

US$3.0億

169 stks

2026-03-31

Bls Global Equities LLC

CIK 0001610946

申報總市值

US$3.0億

13 stks

2016-12-31

資料過舊，未更新

Essential Partners LLC

CIK 0002136442

申報總市值

US$3.0億

2,848 stks

2026-03-31

Richard W. Paul & Associates, LLC

CIK 0001964203

申報總市值

US$3.0億

300 stks

2026-03-31

Vertrix Wealth Management, LLC

CIK 0002118328

申報總市值

US$3.0億

103 stks

2026-06-30

Concord Investment Counsel Inc.

CIK 0002022154

申報總市值

US$3.0億

41 stks

2026-03-31

Trustees Of THE University Of Pennsylvania

CIK 0000351083

申報總市值

US$3.0億

4 stks

2026-03-31

International Biotechnology Trust PLC

CIK 0000942257

申報總市值

US$3.0億

65 stks

2023-09-30

資料過舊，未更新

X-Square Capital, LLC

CIK 0001729300

申報總市值

US$3.0億

172 stks

2026-03-31

New Republic Capital, LLC

CIK 0001989988

申報總市值

US$3.0億

312 stks

2026-03-31

Horan Capital Advisors, LLC.

CIK 0001584086

申報總市值

US$3.0億

118 stks

2025-03-31

資料過舊，未更新

Kavar Capital Partners, LLC

CIK 0001758087

申報總市值

US$3.0億

144 stks

2020-09-30

資料過舊，未更新

MDV Management Company, L.L.C.

CIK 0001633834

申報總市值

US$3.0億

5 stks

2014-12-31

資料過舊，未更新

Jacobsen Capital Management

CIK 0001782491

申報總市值

US$3.0億

124 stks

2026-03-31

Red Lighthouse Investment Management, LLC

CIK 0001962166

申報總市值

US$3.0億

80 stks

2026-03-31

Copper Rock Capital Partners, LLC

CIK 0001352543

申報總市值

US$3.0億

54 stks

2020-09-30

資料過舊，未更新

Skaana Management L.P.

CIK 0001860998

申報總市值

US$3.0億

158 stks

2026-03-31

Front Row Advisors LLC

CIK 0001729254

申報總市值

US$3.0億

553 stks

2026-03-31