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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 16:09:12 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
PATTEN & PATTEN INC/TN$1,889,397,6891,889,397,689
NEXT CENTURY GROWTH INVESTORS LLC$1,885,849,8221,885,849,822
CAS Investment Partners, LLC$1,883,136,1561,883,136,156
OCCUDO QUANTITATIVE STRATEGIES LP$1,882,270,0111,882,270,011
Fragasso Financial Advisors Inc$1,880,181,8131,880,181,813
Koshinski Asset Management, Inc.$1,878,446,0551,878,446,055
Oasis Management Co Ltd.$1,876,181,2511,876,181,251
ATWOOD & PALMER INC$1,874,996,7241,874,996,724
Proem Advisors LLC$1,871,061,6881,871,061,688
Banque Cantonale Vaudoise$1,870,176,0001,870,176,000
Robinhood Asset Management, LLC$1,868,990,3321,868,990,332
Texas Capital Bank Wealth Management Services Inc$1,868,124,1051,868,124,105
KEYSTONE INVESTORS PTE LTD$1,867,806,4631,867,806,463
B. Riley Wealth Advisors, Inc.$1,867,711,6851,867,711,685
LMCG INVESTMENTS, LLC$1,867,106,3881,867,106,388
BAR HARBOR WEALTH MANAGEMENT$1,862,159,4121,862,159,412
INVICTUS PRIVATE WEALTH, LLC$1,862,006,0131,862,006,013
SRB CORP$1,859,294,3491,859,294,349
Johnson Financial Group, LLC$1,856,457,5321,856,457,532
Pertento Partners LLP$1,855,229,3841,855,229,384
Private Advisory Group LLC$1,853,423,9761,853,423,976
Ninety One SA (Pty) Ltd$1,847,956,8451,847,956,845
Spyglass Capital Management LLC$1,847,373,1361,847,373,136
VERUS CAPITAL PARTNERS, LLC$1,847,028,5771,847,028,577
LBMC INVESTMENT ADVISORS, LLC$1,845,290,3571,845,290,357
FJ Investments, LLC$1,841,642,5631,841,642,563
North Star Investment Management Corp.$1,840,274,1031,840,274,103
Vanguard National Trust Co$1,835,283,1771,835,283,177
Bridgewater Advisors Inc.$1,834,183,5101,834,183,510
Kensington Asset Management, LLC$1,833,970,7711,833,970,771
WOODMONT INVESTMENT COUNSEL LLC$1,831,657,1031,831,657,103
Summit Global Investments$1,831,157,0001,831,157,000
Roundview Capital LLC$1,828,933,7781,828,933,778
Saratoga Research & Investment Management$1,827,574,7091,827,574,709
HITE Hedge Asset Management LLC$1,826,113,6711,826,113,671
Trans-Canada Capital Inc.$1,825,944,4441,825,944,444
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1,825,929,1621,825,929,162
Wealthspire Retirement, LLC$1,823,354,5651,823,354,565
Stratos Wealth Advisors, LLC$1,821,290,9881,821,290,988
Thomasville National Bank$1,819,616,9571,819,616,957
Regal Partners Ltd$1,811,326,3501,811,326,350
Aquamarine Financial (Cayman) Ltd$1,811,322,5711,811,322,571
Kynam Capital Management, LP$1,809,410,2221,809,410,222
Legacy Private Trust Co.$1,806,427,2261,806,427,226
SAGE FINANCIAL GROUP INC$1,805,267,2211,805,267,221
Greenspring Advisors, LLC$1,804,939,8171,804,939,817
Concentric Capital Strategies, LP$1,802,117,5751,802,117,575
Parcion Private Wealth LLC$1,801,038,5931,801,038,593
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1,800,102,3831,800,102,383
Soltis Investment Advisors LLC$1,797,125,3391,797,125,339
1900 WEALTH MANAGEMENT LLC$1,795,757,2831,795,757,283
Willis Johnson & Associates, Inc.$1,795,350,7711,795,350,771
Charles Schwab Trust Co$1,792,511,2401,792,511,240
Empire Life Investments Inc.$1,791,837,4881,791,837,488
Avestar Capital, LLC$1,790,382,8171,790,382,817
FRANKLIN STREET ADVISORS INC /NC$1,789,697,4511,789,697,451
FIRST AMERICAN BANK$1,789,426,5031,789,426,503
OAK ASSOCIATES LTD /OH/$1,787,638,5861,787,638,586
Catalyst Funds Management Pty Ltd$1,783,999,3311,783,999,331
BARR E S & CO$1,783,597,1951,783,597,195
Capital Impact Advisors, LLC$1,783,322,3971,783,322,397
GUARDIAN WEALTH ADVISORS, LLC / NC$1,781,734,1261,781,734,126
Black Creek Investment Management Inc.$1,781,555,5651,781,555,565
Waterloo Capital, L.P.$1,779,480,5681,779,480,568
Nicholas Investment Partners, LP$1,775,511,4971,775,511,497
Financiere des Professionnels - Fonds d'investissement inc.$1,773,803,4921,773,803,492
Covalis Capital LLP$1,772,221,1931,772,221,193
Indivisible Partners$1,769,468,3081,769,468,308
STEPHENS GROUP ASSET MANAGEMENT, LLC$1,769,326,5471,769,326,547
OAK RIDGE INVESTMENTS LLC$1,767,559,7601,767,559,760
PARK PRESIDIO CAPITAL LLC$1,766,138,8871,766,138,887
DEARBORN PARTNERS LLC$1,766,040,1331,766,040,133
Frank, Rimerman Advisors LLC$1,766,028,6041,766,028,604
Cardinal Point Capital Management ULC$1,765,122,9031,765,122,903
Atairos Group, Inc.$1,755,698,6761,755,698,676
Rheos Capital Works Inc.$1,754,537,0001,754,537,000
Fifth Third Securities, Inc.$1,753,396,2811,753,396,281
Simmons Bank$1,753,209,4191,753,209,419
Kryger Capital LLC$1,752,762,2101,752,762,210
Liberty 77 Capital L.P.$1,752,561,7041,752,561,704
Plato Investment Management Ltd$1,752,111,5271,752,111,527
Kepler Cheuvreux (Suisse) SA$1,747,390,4441,747,390,444
MOGY JOEL R INVESTMENT COUNSEL INC$1,745,149,3551,745,149,355
Aventail Capital Group, LP$1,743,126,9991,743,126,999
PBCay One RSC Ltd$1,742,419,2701,742,419,270
Sather Financial Group Inc$1,742,030,8341,742,030,834
SHUFRO ROSE & CO LLC$1,741,051,6031,741,051,603
Goehring & Rozencwajg Associates, LLC$1,738,729,9311,738,729,931
AMI ASSET MANAGEMENT CORP$1,736,767,9391,736,767,939
FIDELIS CAPITAL PARTNERS, LLC$1,736,486,3671,736,486,367
GC Wealth Management RIA, LLC$1,734,305,8681,734,305,868
LEE DANNER & BASS INC$1,733,991,0991,733,991,099
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1,731,472,0731,731,472,073
S&CO INC$1,730,972,0001,730,972,000
VALLEY WEALTH MANAGERS, INC.$1,730,580,3161,730,580,316
True Link Financial Advisors, LLC$1,729,351,3151,729,351,315
PDS Planning, Inc$1,727,650,5171,727,650,517
ALBION FINANCIAL GROUP /UT$1,726,291,8571,726,291,857
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1,724,940,4171,724,940,417
HOWE & RUSLING INC$1,724,078,2841,724,078,284