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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 20:07:48 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Redmile Group, LLC$1,489,508,5401,489,508,540
Main Management LLC$1,488,496,0001,488,496,000
WBH ADVISORY INC$1,488,469,6921,488,469,692
MARK ASSET MANAGEMENT LP$1,486,002,2471,486,002,247
TITLEIST ASSET MANAGEMENT, LLC$1,485,405,0741,485,405,074
PETREDIS INVESTMENT ADVISORS LLC$1,485,156,0921,485,156,092
Winthrop Advisory Group LLC$1,484,701,2321,484,701,232
Gemmer Asset Management LLC$1,483,901,8481,483,901,848
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1,482,574,6011,482,574,601
TRANSCEND CAPITAL ADVISORS, LLC$1,481,738,2491,481,738,249
AMERICAN EXPRESS CO$1,481,612,4091,481,612,409
Hackensack Meridian Health, Inc.$1,481,127,5431,481,127,543
Fiduciary Alliance LLC$1,479,190,5181,479,190,518
Symmetry Investments LP$1,478,569,9921,478,569,992
LANARK FINANCIAL, INC.$1,476,004,4271,476,004,427
Hilton Capital Management, LLC$1,469,413,7181,469,413,718
Park West Asset Management LLC$1,467,684,9151,467,684,915
Partners Group Holding AG$1,466,928,8361,466,928,836
HARBOR CAPITAL ADVISORS, INC.$1,466,816,0001,466,816,000
Rovida Investment Management Ltd$1,466,706,4211,466,706,421
Parkside Financial Bank & Trust$1,466,418,2701,466,418,270
Edgemoor Investment Advisors, Inc.$1,465,841,6151,465,841,615
MBL Wealth, LLC$1,465,309,1811,465,309,181
NEUMEIER POMA INVESTMENT COUNSEL LLC$1,460,653,4191,460,653,419
Harvey Partners, LLC$1,460,210,8451,460,210,845
CapWealth Advisors, LLC$1,457,463,5761,457,463,576
FORA Capital, LLC$1,456,509,4711,456,509,471
Penobscot Investment Management Company, Inc.$1,455,624,3451,455,624,345
CHAI TRUST CO LLC$1,454,534,8981,454,534,898
Verity & Verity, LLC$1,453,817,9001,453,817,900
SHP Wealth Management$1,453,811,1771,453,811,177
Danmarks Nationalbank$1,453,758,5761,453,758,576
Baring Fintech Manager Holding Ltd$1,450,098,2721,450,098,272
Narwhal Capital Management$1,448,119,5751,448,119,575
Nilsine Partners, LLC$1,446,634,9201,446,634,920
WEITZ INVESTMENT MANAGEMENT, INC.$1,444,222,3771,444,222,377
STG SECURITIES, LLC$1,443,857,3521,443,857,352
Fort Point Capital Partners LLC$1,441,202,0311,441,202,031
One Day In July LLC$1,438,370,3291,438,370,329
Inspire Advisors, LLC$1,437,724,8791,437,724,879
Colonial Trust Advisors$1,436,467,8811,436,467,881
Bristol Gate Capital Partners Inc.$1,436,460,0231,436,460,023
Clean Energy Transition LLP$1,435,930,7261,435,930,726
SOMA EQUITY PARTNERS LP$1,435,589,3991,435,589,399
Unison Advisors LLC$1,434,334,1881,434,334,188
HARBOR INVESTMENT ADVISORY, LLC$1,433,863,9451,433,863,945
Value Partners Investments Inc.$1,432,405,3031,432,405,303
Hemenway Trust Co LLC$1,431,190,9681,431,190,968
Washington Trust Bank$1,431,024,8711,431,024,871
Arnhold LLC$1,429,245,2161,429,245,216
V3 Holding Ltd$1,428,759,0031,428,759,003
TOMPKINS FINANCIAL CORP$1,428,503,9121,428,503,912
Summit Financial Strategies, Inc.$1,424,552,4221,424,552,422
United Asset Strategies, Inc.$1,414,889,3711,414,889,371
Pale Fire Capital SE$1,414,204,0681,414,204,068
Main Management Fund Advisors LLC$1,414,100,0001,414,100,000
NIXON PEABODY TRUST CO$1,413,722,3481,413,722,348
Magnus Financial Group LLC$1,413,672,5431,413,672,543
First Long Island Investors, LLC$1,410,440,3561,410,440,356
MidFirst Bank$1,410,043,9181,410,043,918
Sava Infond d.o.o.$1,409,987,4771,409,987,477
NOVARE CAPITAL MANAGEMENT LLC$1,409,024,0941,409,024,094
GUARDCAP ASSET MANAGEMENT Ltd$1,406,504,8681,406,504,868
Van Hulzen Asset Management, LLC$1,405,517,3751,405,517,375
Axxion S.A.$1,405,003,3791,405,003,379
WEATHERLY ASSET MANAGEMENT L. P.$1,404,996,4261,404,996,426
Private Wealth Partners, LLC$1,403,042,1881,403,042,188
Retirement Investment Advisors, Inc.$1,402,593,4931,402,593,493
STEELHEAD PARTNERS LLC$1,402,242,7451,402,242,745
FIRST FINANCIAL BANK - TRUST DIVISION$1,401,651,4241,401,651,424
Impactive Capital LP$1,401,398,1451,401,398,145
140 Summer Partners LP$1,400,246,9781,400,246,978
TRAPHAGEN INVESTMENT ADVISORS LLC$1,399,723,7851,399,723,785
Parkwood LLC$1,396,803,0001,396,803,000
MADRONE ADVISORS, LLC$1,394,822,6571,394,822,657
Scheer, Rowlett & Associates Investment Management Ltd.$1,391,197,6871,391,197,687
AltraVue Capital, LLC$1,387,159,4831,387,159,483
Telemark Asset Management, LLC$1,384,075,4741,384,075,474
KWMG, LLC$1,383,639,3791,383,639,379
Rakuten Group, Inc.$1,382,697,1931,382,697,193
Dundas Partners LLP$1,382,659,1131,382,659,113
Teewinot Capital Advisers, L.L.C.$1,382,340,5761,382,340,576
Crewe Advisors LLC$1,380,328,6371,380,328,637
Diversified Portfolios, Inc.$1,379,026,8721,379,026,872
Advyzon Investment Management, LLC$1,378,496,3531,378,496,353
PKO Investment Management Joint-Stock Co$1,376,596,9741,376,596,974
XML Financial, LLC$1,374,863,0331,374,863,033
O'Connor Alternative Investments LLC$1,370,611,5711,370,611,571
CGN Advisors LLC$1,369,785,5501,369,785,550
PRELUDE CAPITAL MANAGEMENT, LLC$1,369,609,8621,369,609,862
MCDONALD CAPITAL INVESTORS INC/CA$1,369,429,3971,369,429,397
W.G. Shaheen & Associates DBA Whitney & Co$1,368,769,9971,368,769,997
AE INDUSTRIAL PARTNERS, LP$1,368,446,7351,368,446,735
Fort Baker Capital Management LP$1,367,401,1981,367,401,198
FERNBRIDGE CAPITAL MANAGEMENT LP$1,366,220,2021,366,220,202
K2 PRINCIPAL FUND, L.P.$1,364,900,2861,364,900,286
Amplius Wealth Advisors, LLC$1,364,818,0561,364,818,056
Clearwater Capital Advisors, LLC$1,364,573,5331,364,573,533
PHILLIPS FINANCIAL MANAGEMENT, LLC$1,364,273,0271,364,273,027
Paloma Partners Management Co$1,363,772,8541,363,772,854