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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 15:22:27 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Smith Salley Wealth Management$2,301,794,3692,301,794,369
PALISADE CAPITAL MANAGEMENT, LP$2,296,007,2342,296,007,234
SYON CAPITAL LLC$2,295,561,1192,295,561,119
Bryn Mawr Trust Advisors, LLC$2,294,543,7772,294,543,777
Goelzer Investment Management, Inc.$2,294,524,3842,294,524,384
ARES MANAGEMENT LLC$2,294,299,6572,294,299,657
ARS Investment Partners, LLC$2,288,959,4922,288,959,492
ALERUS FINANCIAL NA$2,286,222,8102,286,222,810
Strategic Financial Services, Inc.$2,283,184,3312,283,184,331
NEW SOUTH CAPITAL MANAGEMENT INC$2,280,932,7982,280,932,798
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$2,265,315,3172,265,315,317
Reynders McVeigh Capital Management, LLC$2,259,964,0002,259,964,000
TIG Advisors, LLC$2,257,290,0802,257,290,080
TEXAS PERMANENT SCHOOL FUND CORP$2,255,890,1352,255,890,135
GW HENSSLER & ASSOCIATES LTD$2,247,856,5232,247,856,523
LOWE BROCKENBROUGH & CO INC$2,246,933,0862,246,933,086
HEARTLAND ADVISORS INC$2,245,916,0982,245,916,098
3EDGE Asset Management, LP$2,241,809,2642,241,809,264
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2,234,777,8932,234,777,893
Garde Capital, Inc.$2,231,603,9302,231,603,930
Meridiem Capital Partners LP$2,231,171,4702,231,171,470
AMERICAN CAPITAL MANAGEMENT INC$2,230,305,9122,230,305,912
Sound Income Strategies, LLC$2,228,083,5212,228,083,521
Meiji Yasuda Asset Management Co Ltd.$2,221,851,7442,221,851,744
Checchi Capital Advisers, LLC$2,219,535,7262,219,535,726
Affinity Asset Advisors, LLC$2,212,480,4902,212,480,490
BSN CAPITAL PARTNERS Ltd$2,211,796,1292,211,796,129
PARSONS CAPITAL MANAGEMENT INC/RI$2,210,756,4602,210,756,460
INVESTMENT HOUSE LLC$2,210,742,4692,210,742,469
1ST SOURCE BANK$2,206,214,2442,206,214,244
TANG CAPITAL MANAGEMENT LLC$2,201,787,9062,201,787,906
Leeward Investments, LLC - MA$2,199,612,6022,199,612,602
Maj Invest Holding A/S$2,199,343,0002,199,343,000
Bank of Italy$2,196,449,0002,196,449,000
ANGELES WEALTH MANAGEMENT, LLC$2,189,913,9912,189,913,991
AdvisorNet Financial, Inc$2,189,655,1712,189,655,171
Greenwoods Asset Management Hong Kong Ltd.$2,185,501,5492,185,501,549
ADAR1 Capital Management, LLC$2,185,183,0062,185,183,006
Rehmann Capital Advisory Group$2,184,771,1312,184,771,131
Traynor Capital Management, Inc.$2,176,805,3512,176,805,351
BERKLEY W R CORP$2,175,750,6822,175,750,682
Integrated Advisors Network LLC$2,175,507,4532,175,507,453
FOSTER & MOTLEY INC$2,172,892,0002,172,892,000
HIGHLAND CAPITAL MANAGEMENT, LLC$2,172,258,5952,172,258,595
J.Safra Asset Management Corp$2,171,218,1452,171,218,145
Contrarius Group Holdings Ltd$2,170,182,7682,170,182,768
ODDO BHF ASSET MANAGEMENT SAS$2,161,304,1942,161,304,194
NWI MANAGEMENT LP$2,160,758,0002,160,758,000
StepStone Group LP$2,158,182,3242,158,182,324
MONEY CONCEPTS CAPITAL CORP$2,158,051,8632,158,051,863
Maren Capital LLC$2,157,294,9172,157,294,917
Quinn Opportunity Partners LLC$2,156,323,6472,156,323,647
Osmosis Investment Management UK Ltd$2,154,868,0432,154,868,043
Voss Capital, LP$2,154,079,6892,154,079,689
Plante Moran Financial Advisors, LLC$2,149,815,7572,149,815,757
GREENWOOD GEARHART LLC$2,149,138,8312,149,138,831
S&G Foundation$2,145,167,0832,145,167,083
Ninety One North America, Inc.$2,134,612,2432,134,612,243
BBR PARTNERS, LLC$2,132,415,0322,132,415,032
Gobi Capital LLC$2,131,303,3392,131,303,339
MIDLAND WEALTH ADVISORS, LLC$2,127,956,0942,127,956,094
Caligan Partners LP$2,125,706,9502,125,706,950
Cyndeo Wealth Partners, LLC$2,122,457,5082,122,457,508
Stairway Partners, LLC$2,122,285,2392,122,285,239
OSTERWEIS CAPITAL MANAGEMENT INC$2,120,950,6022,120,950,602
Main Street Research LLC$2,118,491,3022,118,491,302
Philosophy Capital Management LLC$2,116,039,5732,116,039,573
Portman Square Capital LLP$2,110,303,5182,110,303,518
Generali Investments CEE, investicni spolecnost, a.s.$2,107,565,7672,107,565,767
Nextech Invest Ltd.$2,107,306,4242,107,306,424
RIVERNORTH CAPITAL MANAGEMENT, LLC$2,103,360,3002,103,360,300
Oak Grove Capital LLC$2,103,267,1622,103,267,162
OAKWORTH CAPITAL, INC.$2,101,896,0572,101,896,057
GDS Wealth Management$2,101,725,4302,101,725,430
CREATIVE FINANCIAL DESIGNS INC /ADV$2,099,542,1422,099,542,142
Willis Investment Counsel$2,098,061,9682,098,061,968
Shaolin Capital Management LLC$2,097,294,2422,097,294,242
Cerberus Capital Management, L.P.$2,095,686,7982,095,686,798
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2,093,222,5672,093,222,567
Resonant Capital Advisors, LLC$2,092,908,9362,092,908,936
Index Venture Associates VI Ltd$2,091,642,7562,091,642,756
OneAscent Financial Services LLC$2,091,368,8272,091,368,827
SHANDA ASSET MANAGEMENT HOLDINGS Ltd$2,091,075,8242,091,075,824
THOROUGHBRED FINANCIAL SERVICES, LLC$2,084,105,0002,084,105,000
Irenic Capital Management LP$2,082,037,9092,082,037,909
TECTONIC ADVISORS LLC$2,080,710,9122,080,710,912
Kovack Advisors, Inc.$2,080,324,4322,080,324,432
NAYA CAPITAL MANAGEMENT UK LTD$2,078,850,2012,078,850,201
CIDEL ASSET MANAGEMENT INC$2,078,026,5302,078,026,530
Ocean Park Asset Management, LLC$2,076,462,1842,076,462,184
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2,075,947,4842,075,947,484
OSTRUM ASSET MANAGEMENT$2,075,344,9002,075,344,900
UNC Management Company, Inc.$2,068,100,0002,068,100,000
Diversified Enterprises, LLC$2,066,807,7772,066,807,777
DNCA FINANCE$2,063,905,6442,063,905,644
SPINNAKER TRUST$2,059,755,8942,059,755,894
EcoR1 Capital, LLC$2,056,733,4592,056,733,459
RICE HALL JAMES & ASSOCIATES, LLC$2,054,666,0112,054,666,011
Arvest Bank Trust Division$2,052,828,4412,052,828,441
Capstone Financial Advisors, Inc.$2,052,762,8442,052,762,844