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Most followed filers

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

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

Current follows on Disclosery, counted once per account and filer. The quarter selects filers with a report, and does not date the follows.

Computed 2026-10-15 10:03:54 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Apeiron RIA LLC$389,801,8060
SteelPeak Wealth, LLC$3,862,768,5080
Royal Harbor Partners, LLC$322,734,5850
Future Financial Wealth Managment LLC$160,440,6000
Mayfair Advisory Group, LLC$331,726,3720
Bridgewealth Advisory Group, LLC$529,863,3010
Cardinal Strategic Wealth Guidance$441,029,6180
Centerline Wealth Advisors, LLC$319,163,5930
TOBIAS FINANCIAL ADVISORS, INC.$787,345,4130
CVA Family Office, LLC$1,104,321,0300
Marotta Asset Management$600,931,0090
Cornerstone Planning, LLC$432,340,0720
Altus Wealth Management, LLC$259,786,1470
Avalon Advisory Group$270,773,2210
Aurora Private Wealth, Inc.$157,578,0000
Investment Research & Advisory Group, Inc.$323,905,5090
Fortis Capital Management LLC$893,981,0820
Powell Investment Advisors, LLC$316,770,3670
JSF Financial, LLC$632,160,6740
Indie Asset Partners, LLC$104,425,0250
Strategic Financial Planning, Inc.$191,566,1700
Stokes Family Office, LLC$857,571,3750
Hummer Financial Advisory Services Inc$152,001,1710
Quilter Cheviot Ltd0
TI-TRUST, INC$186,030,9390
Stone Ridge Ventures LLC0
SENTINEL PENSION ADVISORS, LLC$762,254,4300
360 Financial, Inc.$393,701,5600
MAGNOLIA CAPITAL MANAGEMENT LTD$144,922,0000
Strategic Wealth Investment Group, LLC$824,745,9510
Mattern Wealth Management LLC$609,336,2910
Elevated Capital Advisors, LLC$363,624,9690
HighMark Wealth Management LLC$298,509,0300
CWS Financial Advisors, LLC$450,648,9140
AIA Investment Management HK Ltd0
Marks Group Wealth Management, Inc$1,147,980,5520
Lloyd Advisory Services, LLC.$258,030,2150
DCF Advisers, LLC$565,758,9230
Stonebridge Financial Planning Group, LLC$313,914,2860
QP WEALTH MANAGEMENT, LLC$70,105,9340
Adventist Health System/ West$638,133,9480
Fairmount Funds Management LLC$1,512,967,7970
Soltis Investment Advisors LLC$1,797,125,3390
HOHIMER WEALTH MANAGEMENT, LLC$1,002,400,1600
ABSHER WEALTH MANAGEMENT, LLC$878,356,6590
M&G PLC$20,121,389,1670
Emerald Advisors, LLC$795,793,0710
VORPAL, LLC$31,102,3990
Soleus Capital Management, L.P.$2,901,979,6960
One Wealth Map LLC$220,082,1820
Aberdeen Wealth Management LLC$208,348,8830
Texas Capital Bank Wealth Management Services Inc$1,868,124,1050
McNaughton Wealth Management, LLC$281,616,5820
Perseverance Asset Management International$979,014,4560
Alhambra Investment Management LLC$229,115,8630
Element Wealth, LLC$267,061,6650
Royalty Pharma plc0
Lead Edge Capital Management, LLC$550,379,5960
CLIENT 1ST ADVISORY GROUP, LLC$383,680,6880
Summit Wealth Group, LLC$490,279,3620
TL Private Wealth$272,691,8340
University of Massachusetts Foundation, Inc.$00
Houlihan Financial Resource Group, Ltd.$280,580,2900
HARRELL INVESTMENT PARTNERS, LLC$461,327,9780
Verde Capital Management$540,858,8050
Mirova US LLC$9,300,232,9660
Quilter Cheviot Europe Ltd0
Game Plan Financial Advisors, LLC$269,174,6510
Fusion Capital, LLC$430,432,6530
Optas, LLC$713,709,9840
Tao Capital Management LP$1,939,942,1200
Invus Financial Advisors, LLC0
Visionary Wealth Advisors$2,532,771,6020
Forager Capital Management, LLC$265,943,2560
Mine & Arao Wealth Creation & Management, LLC.$275,901,6730
Two Sigma Equity Spectrum Portfolio, LLC0
Wealth Advisors of Iowa, LLC$369,194,6070
NWK Group, Inc.$324,202,0520
EPG Wealth Management LLC$417,326,9440
Adams Wealth Management$522,283,3800
Walnut Level Capital LLC$00
American Family Insurance Mutual Holding Co0
Blue Zone Wealth Advisors, LLC$572,781,8830
1776 Wealth LLC$283,729,2500
Recurrent Investment Advisors LLC$1,610,959,8160
Mizuho Markets Cayman LP$2,665,107,5010
Menard Financial Group LLC$183,722,5840
Fourth Sail Capital LP$659,885,1580
Viola Growth Management Fund 2 Ltd.$74,899,0890
SQUARE PEG CAPITAL PTY LTD$76,210,2780
ACME, LLC$6,228,1690
AmFam Holdings, Inc.0
MATTERN CAPITAL MANAGEMENT, LLC$856,747,0610
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC$305,4150
Baring SICE (Taiwan) LTD0
Resonant Capital Advisors, LLC$2,092,908,9360
Insight Venture Associates X, Ltd.0
Soundwatch Capital LLC$901,045,1680
Petix & Botte Co$496,824,5750
Platinum Equity Advisors, LLC/DE$8,958,204,8480