Skip to content

Largest reported 13F holdings

2026Q2 across all 13F filers. Method and universe.

The latest complete quarter is free. The $5 plan includes past quarters and CSV exports.

Resolved reported 13F value in dollars, including options and principal amounts. Flagged values stay out of the sum. This covers reported holdings, not all assets managed.

Computed 2026-10-14 05:55:05 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
MAGNOLIA GROUP, LLC$476,279,270476,279,270
Paragon Advisors, LLC$476,127,229476,127,229
Joseph Group Capital Management$476,044,253476,044,253
LIGHTHOUSE FINANCIAL SERVICES INC /ADV$475,897,265475,897,265
DG Capital Management, LLC$474,925,547474,925,547
Park Edge Advisors, LLC$474,909,917474,909,917
Financial & Tax Architects, LLC$474,274,967474,274,967
CHASE INVESTMENT COUNSEL CORP$473,765,000473,765,000
Scott & Selber, Inc.$473,724,815473,724,815
Ipswich Investment Management Co., Inc.$473,649,120473,649,120
Guidance Point Advisors, LLC$473,601,315473,601,315
Austin Wealth Management, LLC$473,401,726473,401,726
ArchPoint Investors$473,354,990473,354,990
VAN DEN BERG MANAGEMENT I, INC$473,335,409473,335,409
American Investment Services, Inc.$473,329,330473,329,330
Logan Stone Capital, LLC$473,167,723473,167,723
BCGM Wealth Management, LLC$472,991,565472,991,565
Shelter Mutual Insurance Co$472,828,527472,828,527
Copper Harbor Investment Advisors, LLC$472,412,119472,412,119
Whitener Capital Management, Inc.$472,148,460472,148,460
SUMMIT WEALTH & RETIREMENT PLANNING, INC.$471,936,908471,936,908
Cordoba Advisory Partners LLC$471,848,971471,848,971
Acumen Wealth Advisors, LLC$471,770,173471,770,173
Lansing Street Advisors$471,711,798471,711,798
Aisling Capital Management LP$471,616,867471,616,867
PEAVINE CAPITAL, LLC$471,581,116471,581,116
Paulson Wealth Management Inc.$471,427,056471,427,056
CALIFORNIA FIRST LEASING CORP$471,105,452471,105,452
Decker Wealth Management LLC$471,065,305471,065,305
D.B. Root & Company, LLC$470,819,637470,819,637
BAKER TILLY WEALTH MANAGEMENT, LLC$470,777,384470,777,384
High Net Worth Advisory Group LLC$470,704,956470,704,956
AMI INVESTMENT MANAGEMENT INC$470,525,011470,525,011
Jones Hill Capital LP$470,359,288470,359,288
Bill Few Associates, Inc.$470,048,263470,048,263
Aster Capital Management (DIFC) Ltd$470,036,496470,036,496
White Pine Investment CO$469,190,000469,190,000
Hartree Partners, LP$469,007,229469,007,229
MilWealth Group LLC$468,891,092468,891,092
BASSO CAPITAL MANAGEMENT, L.P.$468,836,776468,836,776
HILL ISLAND FINANCIAL LLC$468,665,234468,665,234
KADENSA CAPITAL Ltd$468,642,758468,642,758
Evergreen Advisors, LLC$468,561,299468,561,299
Sollinda Capital Management LLC$468,443,944468,443,944
Hilltop National Bank$468,360,322468,360,322
DIVERSIFIED MANAGEMENT INC$468,084,814468,084,814
PARADIGM ASSET MANAGEMENT CO LLC$468,079,829468,079,829
KELLY LAWRENCE W & ASSOCIATES INC/CA$467,989,353467,989,353
Sequent Planning LLC$467,987,559467,987,559
Mystic Asset Management, Inc.$467,877,790467,877,790
Trustees of Columbia University in the City of New York$467,844,511467,844,511
QUATTRO FINANCIAL ADVISORS LLC$467,784,701467,784,701
SPEECE THORSON CAPITAL GROUP INC$467,746,000467,746,000
Truffle Hound Capital, LLC$467,731,763467,731,763
GUIDANCE CAPITAL, INC$467,638,485467,638,485
Foyston, Gordon & Payne Inc$467,633,131467,633,131
Steamboat Capital Partners, LLC$467,564,986467,564,986
BRAVE ASSET MANAGEMENT INC$467,483,418467,483,418
Mizuho Bank, Ltd.$467,371,740467,371,740
Talaria Asset Management Pty Ltd$467,301,519467,301,519
Kelly Financial Services LLC$467,242,382467,242,382
Stokes Capital Advisors, LLC$466,935,963466,935,963
ADW Capital Management, LLC$466,925,502466,925,502
CVC Management Holdings II Ltd.$466,670,793466,670,793
Rothschild Capital Partners, LLC$466,607,486466,607,486
Poehling Capital Management, INC.$466,251,664466,251,664
PW Nova Financial Services LLC$466,207,857466,207,857
PILGRIM GLOBAL ADVISORS LLC$466,131,171466,131,171
MERIDIAN INVESTMENT COUNSEL INC.$465,874,282465,874,282
Skaana Management L.P.$465,322,492465,322,492
Eldred Rock Partners, LLC$465,101,318465,101,318
FARMERS & MERCHANTS TRUST Co OF LONG BEACH$464,790,436464,790,436
United American Securities Inc. (d/b/a UAS Asset Management)$464,085,212464,085,212
SMART Wealth LLC$464,012,512464,012,512
Paradiem, LLC$463,843,759463,843,759
Nikulski Financial, Inc.$463,562,856463,562,856
HOME FEDERAL BANK OF TENNESSEE$463,324,526463,324,526
Centennial Wealth Advisory LLC$463,222,543463,222,543
MARINER INVESTMENT GROUP LLC$463,109,047463,109,047
Step Capital Management Pte. Ltd.$463,084,410463,084,410
SWS Partners$463,021,088463,021,088
Opal Wealth Advisors, LLC$462,998,349462,998,349
Whitcomb & Hess, Inc.$462,971,425462,971,425
Outlook Wealth Advisors, LLC$462,714,054462,714,054
Milestone Investment Advisors LLC$462,713,560462,713,560
GREAT OAK CAPITAL PARTNERS, LLC$462,671,781462,671,781
Essex Bank$462,454,402462,454,402
PATTON FUND MANAGEMENT, INC.$462,369,528462,369,528
BERKSHIRE CAPITAL HOLDINGS INC$462,332,703462,332,703
Fielder Capital Group LLC$461,981,755461,981,755
Marks Wealth, LLC$461,941,847461,941,847
Mokosak Advisory Group, LLC$461,730,025461,730,025
BRIGHTLINE CAPITAL MANAGEMENT, LLC$461,530,870461,530,870
Uncommon Cents Investing LLC$461,461,848461,461,848
HARRELL INVESTMENT PARTNERS, LLC$461,327,978461,327,978
Prevatt Capital Ltd$461,204,100461,204,100
Peregrine Asset Advisers, Inc.$461,102,567461,102,567
Investment Advisory Group, LLC$461,009,142461,009,142
SECTOR GAMMA AS$460,970,513460,970,513
JOHO CAPITAL LLC$460,415,765460,415,765