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 18:32:09 UTC. Equal values are ordered by SEC CIK.
| Filer | Reported 13F value | Score |
|---|---|---|
| Moss Adams Wealth Advisors LLC | $1,600,387,587 | 1,600,387,587 |
| Investure, LLC | $1,600,323,418 | 1,600,323,418 |
| IMA Advisory Services, Inc. | $1,598,939,535 | 1,598,939,535 |
| ALPINE ASSOCIATES MANAGEMENT INC. | $1,597,653,628 | 1,597,653,628 |
| Beaird Harris Wealth Management, LLC | $1,596,458,743 | 1,596,458,743 |
| Devon Energy Corp/DE | $1,592,728,380 | 1,592,728,380 |
| Asset Dedication, LLC | $1,588,936,847 | 1,588,936,847 |
| VESTOR CAPITAL, LLC | $1,588,418,000 | 1,588,418,000 |
| NEA Management Company, LLC | $1,587,937,058 | 1,587,937,058 |
| Cryder Capital Partners LLP | $1,586,818,459 | 1,586,818,459 |
| AIGH Capital Management LLC | $1,586,711,264 | 1,586,711,264 |
| SVB WEALTH LLC | $1,586,343,806 | 1,586,343,806 |
| GSA CAPITAL PARTNERS LLP | $1,585,756,000 | 1,585,756,000 |
| Wealthquest Corp | $1,585,172,053 | 1,585,172,053 |
| PPSC Investment Service Corp | $1,584,927,143 | 1,584,927,143 |
| Falcon Wealth Planning | $1,583,980,657 | 1,583,980,657 |
| Lynrock Lake LP | $1,583,561,287 | 1,583,561,287 |
| Blue Chip Partners, LLC | $1,582,944,630 | 1,582,944,630 |
| Rockwood Wealth Management, LLC | $1,582,397,913 | 1,582,397,913 |
| Ranger Investment Management, L.P. | $1,580,750,166 | 1,580,750,166 |
| Kapitalo Investimentos Ltda | $1,576,991,684 | 1,576,991,684 |
| ION Fund Management Ltd | $1,576,714,113 | 1,576,714,113 |
| Penn Capital Management Company, LLC | $1,576,541,681 | 1,576,541,681 |
| AlphaStar Capital Management, LLC | $1,572,572,871 | 1,572,572,871 |
| Beaumont Financial Advisors, LLC | $1,570,645,487 | 1,570,645,487 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $1,568,284,013 | 1,568,284,013 |
| AVITY INVESTMENT MANAGEMENT INC. | $1,568,262,926 | 1,568,262,926 |
| Stonebridge Capital Advisors LLC | $1,563,831,974 | 1,563,831,974 |
| Everhart Financial Group, Inc. | $1,563,119,095 | 1,563,119,095 |
| Dorsey Asset Management, LLC | $1,561,408,466 | 1,561,408,466 |
| YHB Investment Advisors, Inc. | $1,561,354,226 | 1,561,354,226 |
| Main Street Financial Solutions, LLC | $1,559,343,957 | 1,559,343,957 |
| P/E Global LLC | $1,558,508,443 | 1,558,508,443 |
| Heitman Real Estate Securities LLC | $1,558,369,008 | 1,558,369,008 |
| HoldCo Asset Management, LP | $1,557,832,106 | 1,557,832,106 |
| PHILADELPHIA TRUST CO | $1,557,730,000 | 1,557,730,000 |
| Hardy Reed LLC | $1,557,536,638 | 1,557,536,638 |
| Fullerton Fund Management Co Ltd. | $1,555,875,131 | 1,555,875,131 |
| Shay Capital LLC | $1,555,630,733 | 1,555,630,733 |
| Clear Creek Financial Management, LLC | $1,555,059,402 | 1,555,059,402 |
| CREDIT INDUSTRIEL ET COMMERCIAL | $1,554,467,922 | 1,554,467,922 |
| Parvus Asset Management Jersey Ltd | $1,552,097,267 | 1,552,097,267 |
| EARNED WEALTH ADVISORS, LLC | $1,550,764,238 | 1,550,764,238 |
| DARK FOREST CAPITAL MANAGEMENT LP | $1,549,669,179 | 1,549,669,179 |
| VICUS CAPITAL | $1,549,136,239 | 1,549,136,239 |
| COZAD ASSET MANAGEMENT INC | $1,547,952,895 | 1,547,952,895 |
| Bouchey Financial Group, Ltd. | $1,547,850,250 | 1,547,850,250 |
| First Heartland Consultants, Inc. | $1,545,228,377 | 1,545,228,377 |
| NEVILLE RODIE & SHAW INC | $1,545,185,000 | 1,545,185,000 |
| Cumberland Partners Ltd | $1,544,646,505 | 1,544,646,505 |
| Bank of Finland | $1,543,255,696 | 1,543,255,696 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1,541,748,555 | 1,541,748,555 |
| SMITH, MOORE & CO. | $1,540,345,346 | 1,540,345,346 |
| Abundance Wealth Counselors | $1,540,274,427 | 1,540,274,427 |
| Flagship Pioneering, LLC | $1,539,910,719 | 1,539,910,719 |
| Stony Point Capital LLC | $1,539,598,330 | 1,539,598,330 |
| KANAWHA CAPITAL MANAGEMENT LLC | $1,535,948,517 | 1,535,948,517 |
| HOLLENCREST CAPITAL MANAGEMENT | $1,535,158,307 | 1,535,158,307 |
| UNICOM Systems, Inc. | $1,532,644,502 | 1,532,644,502 |
| Callodine Capital Management, LP | $1,531,894,994 | 1,531,894,994 |
| Alaska Permanent Capital Management, LLC | $1,530,439,080 | 1,530,439,080 |
| M.D. Sass, LLC | $1,530,144,316 | 1,530,144,316 |
| BALDWIN WEALTH PARTNERS LLC/MA | $1,529,382,230 | 1,529,382,230 |
| Kontiki Capital Management (HK) Ltd. | $1,524,856,302 | 1,524,856,302 |
| MANGROVE PARTNERS IM, LLC | $1,522,156,620 | 1,522,156,620 |
| Atika Capital Management LLC | $1,521,477,391 | 1,521,477,391 |
| Adelante Capital Management LLC | $1,520,992,758 | 1,520,992,758 |
| MARCO INVESTMENT MANAGEMENT LLC | $1,520,047,030 | 1,520,047,030 |
| RVW Wealth, LLC | $1,519,022,446 | 1,519,022,446 |
| ALGEBRIS (UK) LTD | $1,518,874,817 | 1,518,874,817 |
| Styrax Capital, LP | $1,516,775,950 | 1,516,775,950 |
| Wellspring Financial Advisors, LLC | $1,514,223,552 | 1,514,223,552 |
| DLD Asset Management, LP | $1,513,827,949 | 1,513,827,949 |
| Fairmount Funds Management LLC | $1,512,967,797 | 1,512,967,797 |
| Arete Wealth Advisors, LLC | $1,512,848,746 | 1,512,848,746 |
| Hodges Capital Management Inc. | $1,510,829,286 | 1,510,829,286 |
| NBT BANK, N.A. | $1,509,711,378 | 1,509,711,378 |
| Alaska Permanent Fund Corp | $1,509,241,000 | 1,509,241,000 |
| RUSH ISLAND MANAGEMENT, LP | $1,508,992,494 | 1,508,992,494 |
| Tensor Edge Capital, LLC | $1,506,501,036 | 1,506,501,036 |
| Hikari Tsushin, Inc. | $1,506,363,889 | 1,506,363,889 |
| Perennial Investment Advisors, LLC | $1,505,180,276 | 1,505,180,276 |
| Fusion Family Wealth, LLC | $1,505,176,297 | 1,505,176,297 |
| BANK HAPOALIM BM | $1,504,769,000 | 1,504,769,000 |
| Emerald Investment Advisers, LLC | $1,503,276,280 | 1,503,276,280 |
| CFS Investment Advisory Services, LLC | $1,499,589,184 | 1,499,589,184 |
| Advisor OS, LLC | $1,498,396,113 | 1,498,396,113 |
| Mill Capital Management, LLC | $1,497,232,992 | 1,497,232,992 |
| NEXPOINT ASSET MANAGEMENT, L.P. | $1,496,800,912 | 1,496,800,912 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1,496,785,352 | 1,496,785,352 |
| Ethos Financial Group, LLC | $1,495,650,744 | 1,495,650,744 |
| Johns Hopkins University | $1,495,622,259 | 1,495,622,259 |
| N.E.W. Advisory Services LLC | $1,495,101,692 | 1,495,101,692 |
| SWF LLC | $1,494,599,391 | 1,494,599,391 |
| Tandem Investment Advisors, Inc. | $1,492,997,705 | 1,492,997,705 |
| ProVise Management Group, LLC | $1,491,756,735 | 1,491,756,735 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1,491,477,937 | 1,491,477,937 |
| LEVIN CAPITAL STRATEGIES, L.P. | $1,490,812,369 | 1,490,812,369 |
| Aristotle Capital Boston, LLC | $1,490,794,719 | 1,490,794,719 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | $1,489,888,626 | 1,489,888,626 |