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Largest reported 13F portfolios 2026

This list uses 2026Q2, the latest complete quarter available for 2026. It covers all 13F filers with a resolved reported value, ordered from highest to lowest.

Reported 13F holdings include options and principal amounts. Flagged values stay out of the sum. A filing covers certain securities, so this value does not measure all assets a manager oversees. Filers include banks, advisers and other institutions as well as hedge funds.

Ranking method and universe · Data coverage · Latest complete quarter

Computed 2026-10-14 13:54:44 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
CENTAURUS FINANCIAL, INC.$2,588,462,0002,588,462,000
Venturi Wealth Management, LLC$2,584,703,3462,584,703,346
PFG Investments, LLC$2,581,752,0992,581,752,099
Trilogy Capital Inc.$2,576,294,7722,576,294,772
PAULSON & CO. INC.$2,575,691,7522,575,691,752
Root Financial Partners, LLC$2,573,862,8702,573,862,870
ECLIPSE OPERATIONS, LLC$2,573,828,4632,573,828,463
Moors & Cabot, Inc.$2,571,834,0872,571,834,087
CSS LLC/IL$2,568,508,6262,568,508,626
Chesley Taft & Associates LLC$2,568,287,7322,568,287,732
STALEY CAPITAL ADVISERS INC$2,565,873,0152,565,873,015
TURTLE CREEK ASSET MANAGEMENT INC.$2,560,015,8612,560,015,861
Ausdal Financial Partners, Inc.$2,559,414,5502,559,414,550
CAPITAL COUNSEL LLC/NY$2,558,372,3652,558,372,365
ROCKLAND TRUST CO$2,549,717,7332,549,717,733
BERKSHIRE ASSET MANAGEMENT LLC/PA$2,548,293,7982,548,293,798
NORTH STAR ASSET MANAGEMENT INC$2,542,668,6972,542,668,697
Sageworth Trust Co$2,538,129,7202,538,129,720
Quantbot Technologies LP$2,535,243,4712,535,243,471
Acropolis Investment Management, LLC$2,535,024,5662,535,024,566
Pine Valley Investments Ltd Liability Co$2,533,006,0712,533,006,071
Visionary Wealth Advisors$2,532,771,6022,532,771,602
Integral Health Asset Management, LLC$2,531,730,3002,531,730,300
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2,527,788,5562,527,788,556
Index Fund Advisors, Inc.$2,518,731,5622,518,731,562
Luxor Capital Group, LP$2,518,187,6962,518,187,696
Nippon Life Global Investors Americas, Inc.$2,514,286,8532,514,286,853
Entropy Technologies, LP$2,512,700,7562,512,700,756
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2,511,944,5782,511,944,578
Electron Capital Partners, LLC$2,504,858,9622,504,858,962
Smithfield Trust Co$2,504,575,0002,504,575,000
Delta Accumulation, LLC$2,501,050,4292,501,050,429
Route One Investment Company, L.P.$2,490,361,5552,490,361,555
SOFI WEALTH, LLC$2,484,904,4382,484,904,438
SEVEN GRAND MANAGERS, LLC$2,483,701,8432,483,701,843
HRTG GPE, LLC$2,481,323,0302,481,323,030
StoneX Group Inc.$2,481,291,7722,481,291,772
KINGSWOOD WEALTH ADVISORS, LLC$2,480,045,6642,480,045,664
Valiant Capital Management, L.P.$2,477,469,2912,477,469,291
SIMON QUICK ADVISORS, LLC$2,475,481,5642,475,481,564
Birch Hill Investment Advisors LLC$2,469,138,5592,469,138,559
Csenge Advisory Group$2,465,266,9702,465,266,970
RENAISSANCE GROUP LLC$2,462,682,7292,462,682,729
North Dakota State Investment Board$2,462,216,8242,462,216,824
Marathon Asset Management Ltd$2,461,778,3162,461,778,316
SAX WEALTH ADVISORS, LLC$2,458,936,7132,458,936,713
Smith Group Asset Management, LLC$2,456,005,0522,456,005,052
Port Capital LLC$2,450,159,1672,450,159,167
DAVIDSON INVESTMENT ADVISORS$2,446,542,5562,446,542,556
Obermeyer Wealth Partners$2,444,547,5742,444,547,574
First Beijing Investment Ltd$2,443,833,5902,443,833,590
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$2,435,403,4862,435,403,486
FLOW TRADERS U.S. LLC$2,434,411,0002,434,411,000
Inspire Investing, LLC$2,433,873,5182,433,873,518
LANSDOWNE PARTNERS (UK) LLP$2,430,717,1552,430,717,155
Generate Investment Management Ltd$2,430,606,8422,430,606,842
RNC CAPITAL MANAGEMENT LLC$2,425,509,9022,425,509,902
SEIZERT CAPITAL PARTNERS, LLC$2,422,413,9002,422,413,900
Nationwide Fund Advisors$2,420,360,4592,420,360,459
Aristotle Atlantic Partners, LLC$2,411,853,5602,411,853,560
BLACKHILL CAPITAL INC$2,410,018,1272,410,018,127
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$2,407,934,1572,407,934,157
RBF Capital, LLC$2,407,739,3142,407,739,314
Cavalier Investments, LLC$2,407,465,5072,407,465,507
Empirical Finance, LLC$2,405,383,3112,405,383,311
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.$2,404,899,0872,404,899,087
ArrowMark Colorado Holdings LLC$2,401,788,5722,401,788,572
LGT Fund Management Co Ltd.$2,399,720,0202,399,720,020
SouthState Bank Corp$2,397,011,4082,397,011,408
EQUITABLE TRUST CO$2,396,621,0932,396,621,093
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$2,395,806,0002,395,806,000
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2,391,231,7232,391,231,723
Forest Avenue Capital Management LP$2,380,993,8362,380,993,836
MASSACHUSETTS MUTUAL LIFE INSURANCE CO$2,378,984,9112,378,984,911
Intermede Investment Partners Ltd$2,375,721,0002,375,721,000
Azora Capital LP$2,373,566,8342,373,566,834
Lombard Odier Asset Management (Europe) Ltd$2,371,981,0912,371,981,091
MONTAG A & ASSOCIATES INC$2,368,711,1862,368,711,186
New Age Alpha Advisors, LLC$2,365,381,3832,365,381,383
BNDES Participacoes S.A.$2,361,565,2412,361,565,241
GREENOAKS LLC$2,356,875,9692,356,875,969
OAKTOP CAPITAL MANAGEMENT II, L.P.$2,350,079,9242,350,079,924
Bowie Capital Management, LLC$2,350,038,8282,350,038,828
Hills Bank & Trust Co$2,349,796,6652,349,796,665
Klingman & Associates, LLC$2,348,829,9182,348,829,918
NORRIS PERNE & FRENCH LLP/MI$2,344,523,5322,344,523,532
Heard Capital LLC$2,336,468,5432,336,468,543
Atlas FRM LLC$2,334,985,9072,334,985,907
NS Partners Ltd$2,330,909,5072,330,909,507
Cornerstone Wealth Management, LLC$2,326,928,5492,326,928,549
Madison Avenue Partners, LP$2,323,000,2022,323,000,202
Logos Global Management LP$2,322,922,4872,322,922,487
Accredited Investors Inc.$2,314,270,5432,314,270,543
GCM Grosvenor Holdings, LLC$2,312,775,8202,312,775,820
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2,312,129,2172,312,129,217
TCI Wealth Advisors, Inc.$2,311,366,8052,311,366,805
Procyon Advisors, LLC$2,310,257,8902,310,257,890
Linscomb Wealth, Inc.$2,307,577,0472,307,577,047
Elser Financial Planning, Inc$2,306,468,0142,306,468,014
CAMBIAR INVESTORS LLC$2,304,001,3502,304,001,350