Manager leaderboards · 13F

Where the smart money outperforms.

Manager leaderboards ranked by category. Funds with at least 50 positions, four quarters of price-tested performance data, and — for sector tabs — a portfolio lens applied. Not a top-by-AUM list.

Manager 13F funds with ≥30% of classifiable portfolio in Financials (ETFs and unclassified excluded). Sorted by annual alpha. · Annual Dec 2025 · SPY +17.7%

FUL
Fulton Bank, N.a.
13F·59 positions
+23.8pts
32% in Financials
SOL
Soleus Capital Management, L.P.
13F·378 positions
+16.0pts
32% in Financials
ALP
AlphaQuest LLC
13F·97 positions
+14.8pts
36% in Financials
CAR
Carlson Capital Management
13F·68 positions
+12.8pts
87% in Financials
TOE
Toews Corp.
13F·443 positions
+11.9pts
40% in Financials
PRO
ProVise Management Group, LLC
13F·98 positions
+11.2pts
32% in Financials
CYP
Cypress Capital Management LLC (WY)
13F·141 positions
+8.3pts
34% in Financials
VIR
Virginia Wealth Management Group, Inc.
13F·164 positions
+7.0pts
37% in Financials
STA
Stash Investments, LLC
13F·1,507 positions
+7.0pts
31% in Financials
ROV
Rovin Capital
13F·71 positions
+6.8pts
31% in Financials
CFM
Cfm Wealth Partners LLC
13F·182 positions
+6.5pts
36% in Financials
ATL
Atlantic Investment Management, Inc.
13F·79 positions
+6.4pts
99% in Financials
CAR
Cardinal Capital Management, Inc.
13F·66 positions
+5.9pts
33% in Financials
TEX
Texas Capital Bank Wealth Management Services Inc
13F·76 positions
+4.8pts
37% in Financials
UNI
United American Securities Inc. (d/b/a UAS Asset Management)
13F·845 positions
+4.7pts
31% in Financials
INV
Investment Advisory Group, LLC
13F·65 positions
+4.6pts
35% in Financials
ABN
Abner Herrman & Brock LLC
13F·99 positions
+4.5pts
32% in Financials
SIL
Silverback Asset Management LLC
13F·114 positions
+4.3pts
40% in Financials
WAL
Waller Financial Planning Group, Inc.
13F·133 positions
+4.2pts
46% in Financials
CLE
Clearbridge Investments, LLC
13F·130 positions
+3.8pts
33% in Financials
RED
Red Tortoise LLC
13F·558 positions
+3.6pts
32% in Financials
JUP
Jupiter Wealth Management LLC
13F·84 positions
+3.5pts
94% in Financials
APR
apricus wealth, LLC
13F·94 positions
+3.4pts
86% in Financials
WEA
Wealthspire Retirement, LLC
13F·87 positions
+3.3pts
64% in Financials
GTC
Gtcr LLC
13F·1,480 positions
+3.3pts
92% in Financials

Source: SEC EDGAR · Form 13F-HR · trailing-12-month price-tested returns vs SPY adj-close benchmark · sector classification GICS (S&P 500) + SEC EDGAR SIC. Methodology.