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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 22:26:31 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Hartford Funds Management Co LLC$1,250,084,6881,250,084,688
FountainVest China Capital Partners GP3 Ltd.$1,249,405,2771,249,405,277
AWM CAPITAL, LLC$1,248,784,2411,248,784,241
SP Asset Management LLC$1,247,234,3311,247,234,331
JTC Employer Solutions Trustee Ltd$1,247,105,0001,247,105,000
Ledyard National Bank$1,246,938,7691,246,938,769
SYM FINANCIAL Corp$1,244,071,0501,244,071,050
LRI Investments, LLC$1,243,529,0231,243,529,023
E20 Capital Ltd$1,240,291,1251,240,291,125
Diameter Capital Partners LP$1,240,161,7511,240,161,751
Certified Advisory Corp$1,240,088,7521,240,088,752
UNITED SERVICES AUTOMOBILE ASSOCIATION$1,239,757,7641,239,757,764
Linden Thomas Advisory Services, LLC$1,239,483,0401,239,483,040
First Nebraska Trust Co$1,237,675,9101,237,675,910
a16z Perennial Management, L.P.$1,237,122,4311,237,122,431
Rossmore Private Capital$1,236,936,6361,236,936,636
Caldwell Trust Co$1,236,601,7161,236,601,716
Continuum Advisory, LLC$1,236,352,0791,236,352,079
SPIREPOINT PRIVATE CLIENT, LLC$1,234,529,9811,234,529,981
Silicon Valley Capital Partners$1,234,225,1381,234,225,138
Kintegral Advisory, LLC$1,233,496,4571,233,496,457
Rockbridge Investment Management, LCC$1,231,422,8451,231,422,845
Oxbow Advisors, LLC$1,230,704,4491,230,704,449
Sandhill Capital Partners LLC$1,230,063,8821,230,063,882
CAPE COD FIVE CENTS SAVINGS BANK$1,229,966,0131,229,966,013
MATRIX ASSET ADVISORS INC/NY$1,229,782,6221,229,782,622
Allen Capital Group, LLC$1,228,303,2471,228,303,247
CLOUGH CAPITAL PARTNERS L P$1,228,217,3671,228,217,367
ZAZOVE ASSOCIATES LLC$1,224,717,1921,224,717,192
West Virginia University Foundation, Inc$1,224,050,3691,224,050,369
TD Capital Management LLC$1,223,500,8101,223,500,810
Kirkoswald Asset Management LLC$1,223,264,8001,223,264,800
Numerai GP LLC$1,222,987,1641,222,987,164
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1,222,352,2751,222,352,275
Spartan Wealth Advisory Services LLC$1,221,697,7151,221,697,715
Northside Capital Management, LLC$1,221,595,0851,221,595,085
NORDEN GROUP LLC$1,219,927,1831,219,927,183
GODSEY & GIBB, INC$1,219,303,3731,219,303,373
ONCE CAPITAL MANAGEMENT, LLC$1,218,464,0321,218,464,032
MONOGRAPH WEALTH ADVISORS, LLC$1,217,807,1551,217,807,155
SAMSARA BIOCAPITAL, LLC$1,217,462,1221,217,462,122
Shepherd Financial Partners LLC$1,216,857,2591,216,857,259
Tributary Capital Management, LLC$1,216,098,3841,216,098,384
THAMES CAPITAL MANAGEMENT LLC$1,215,948,4481,215,948,448
Ophir Asset Management Pty Ltd$1,215,801,7421,215,801,742
Salomon & Ludwin, LLC$1,215,173,9271,215,173,927
E-L Financial Corp Ltd$1,214,922,0361,214,922,036
SG Capital Management LLC$1,211,413,9161,211,413,916
Nemes Rush Group LLC$1,211,328,7221,211,328,722
MANE GLOBAL CAPITAL MANAGEMENT LP$1,210,055,1081,210,055,108
Owl Creek Asset Management, L.P.$1,208,987,5861,208,987,586
SUMMIT WEALTH GROUP LLC / CO$1,208,273,2151,208,273,215
MOODY NATIONAL BANK TRUST DIVISION$1,207,997,3071,207,997,307
RDST Capital LLC$1,207,617,7971,207,617,797
Meteora Capital, LLC$1,207,498,6491,207,498,649
Legato Capital Management LLC$1,206,811,2691,206,811,269
Cooper Financial Group$1,206,346,0381,206,346,038
BANK OF NOVA SCOTIA TRUST CO$1,206,250,4691,206,250,469
TritonPoint Partners, LLC$1,205,527,7991,205,527,799
Cornerstone Advisory, LLC$1,205,454,6941,205,454,694
WOODSTOCK CORP$1,204,434,4471,204,434,447
Quarry LP$1,202,922,1841,202,922,184
TRUST CO OF TOLEDO NA /OH/$1,201,207,2661,201,207,266
AMICA MUTUAL INSURANCE CO$1,200,673,0001,200,673,000
Royal Fund Management, LLC$1,200,650,0121,200,650,012
Consolidated Portfolio Review Corp$1,200,645,3751,200,645,375
Relyea Zuckerberg Hanson LLC$1,199,615,2871,199,615,287
Blueprint Investment Partners LLC$1,199,270,4311,199,270,431
Blue Grotto Capital, LLC$1,197,990,1331,197,990,133
Crescent Grove Advisors, LLC$1,197,629,5361,197,629,536
Governors Lane LP$1,197,171,4341,197,171,434
HSG Holding Ltd$1,197,079,3481,197,079,348
Wolf Hill Capital Management, LP$1,195,927,0041,195,927,004
WEALTH ALLIANCE, LLC$1,195,182,3811,195,182,381
LVM CAPITAL MANAGEMENT LTD/MI$1,194,811,0001,194,811,000
BIGLARI CAPITAL CORP.$1,194,657,3361,194,657,336
Khrom Capital Management LLC$1,193,528,6571,193,528,657
Petersen Hastings Wealth Advisors Inc.$1,191,547,5291,191,547,529
Randolph Co Inc$1,187,244,5891,187,244,589
CANANDAIGUA NATIONAL BANK & TRUST CO$1,186,253,1991,186,253,199
Banco BTG Pactual S.A.$1,185,366,7531,185,366,753
BlackBarn Capital Partners LP$1,185,319,3601,185,319,360
GRS Advisors, LLC$1,184,355,7381,184,355,738
Clarkston Capital Partners, LLC$1,184,061,8691,184,061,869
Arlington Trust Co LLC$1,183,472,8401,183,472,840
Zuckerman Investment Group, LLC$1,182,506,2831,182,506,283
Transamerica Financial Advisors, LLC$1,181,258,1881,181,258,188
Financial Synergies Wealth Advisors, Inc.$1,179,750,4161,179,750,416
Nadler Financial Group, Inc.$1,179,614,2351,179,614,235
MMCAP International Inc. SPC$1,179,602,2321,179,602,232
Cache Advisors, LLC$1,179,323,5601,179,323,560
Kohmann Bosshard Financial Services, LLC$1,178,704,4991,178,704,499
TRUST POINT INC.$1,178,180,1661,178,180,166
Knighthead Capital Management, LLC$1,177,115,9231,177,115,923
Clarity Financial LLC$1,176,975,2991,176,975,299
Tanglewood Wealth Management, Inc.$1,175,728,0191,175,728,019
Chescapmanager LLC$1,174,423,9161,174,423,916
WAYCROSS PARTNERS, LLC$1,173,807,9551,173,807,955
Townsend & Associates, Inc$1,173,718,8121,173,718,812
AMERICAN NATIONAL BANK & TRUST$1,170,451,4811,170,451,481