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 2026-10-15 06:48:39 UTC. Equal values are ordered by SEC CIK.
| Filer | Reported 13F value | Score |
|---|---|---|
| KWB Wealth | $1,168,964,648 | 1,168,964,648 |
| Verus Financial Partners, Inc. | $1,168,891,711 | 1,168,891,711 |
| MOTCO | $1,168,570,247 | 1,168,570,247 |
| JACOBS & CO/CA | $1,166,370,000 | 1,166,370,000 |
| PFM Health Sciences, LP | $1,165,441,614 | 1,165,441,614 |
| PINKERTON WEALTH, LLC | $1,164,496,218 | 1,164,496,218 |
| MASTERINVEST Kapitalanlage GmbH | $1,164,329,621 | 1,164,329,621 |
| Hiddenite Capital Partners LP | $1,164,187,995 | 1,164,187,995 |
| Estate Counselors, LLC | $1,163,568,925 | 1,163,568,925 |
| Coliseum Capital Management, LLC | $1,162,253,900 | 1,162,253,900 |
| Forge Financial Services LLC | $1,161,088,964 | 1,161,088,964 |
| Compass Ion Advisors, LLC | $1,160,300,967 | 1,160,300,967 |
| Stadion Money Management, LLC | $1,160,036,481 | 1,160,036,481 |
| TWO SIGMA SECURITIES, LLC | $1,159,454,589 | 1,159,454,589 |
| TRUE Private Wealth Advisors | $1,158,857,474 | 1,158,857,474 |
| Octavia Wealth Advisors, LLC | $1,158,457,624 | 1,158,457,624 |
| Mayflower Financial Advisors, LLC | $1,157,752,547 | 1,157,752,547 |
| LVW Advisors, LLC | $1,157,386,169 | 1,157,386,169 |
| Prescott Group Capital Management, L.L.C. | $1,156,713,415 | 1,156,713,415 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1,156,505,018 | 1,156,505,018 |
| DELTA ASSET MANAGEMENT LLC/TN | $1,156,394,005 | 1,156,394,005 |
| WGI DM, LLC | $1,155,807,513 | 1,155,807,513 |
| CONNORS INVESTOR SERVICES INC | $1,155,159,015 | 1,155,159,015 |
| Apriem Advisors | $1,155,038,719 | 1,155,038,719 |
| Heritage Trust Co | $1,154,519,370 | 1,154,519,370 |
| WEBSTER BANK, N. A. | $1,152,671,748 | 1,152,671,748 |
| AWM Investment Company, Inc. | $1,152,283,034 | 1,152,283,034 |
| Cascade Financial Partners, LLC | $1,151,643,768 | 1,151,643,768 |
| Consolidated Investment Group LLC | $1,150,615,757 | 1,150,615,757 |
| Focused Wealth Management, Inc | $1,149,993,240 | 1,149,993,240 |
| Tanager Wealth Management LLP | $1,148,374,046 | 1,148,374,046 |
| 1607 Capital Partners, LLC | $1,148,372,219 | 1,148,372,219 |
| Marks Group Wealth Management, Inc | $1,147,980,552 | 1,147,980,552 |
| HARTLINE INVESTMENT CORP/ | $1,147,948,482 | 1,147,948,482 |
| Discipline Wealth Solutions, LLC | $1,146,083,595 | 1,146,083,595 |
| Gleason Group, Inc. | $1,145,792,280 | 1,145,792,280 |
| Liberty Mutual Group Asset Management Inc. | $1,145,558,957 | 1,145,558,957 |
| WS MANAGEMENT LLLP | $1,144,439,810 | 1,144,439,810 |
| Symetra Investment Management Co | $1,144,074,000 | 1,144,074,000 |
| CARRET ASSET MANAGEMENT, LLC | $1,143,802,719 | 1,143,802,719 |
| McGuire Investment Group, LLC | $1,141,758,123 | 1,141,758,123 |
| Shellback Capital, LP | $1,141,708,367 | 1,141,708,367 |
| Private Capital Advisors, Inc. | $1,141,144,780 | 1,141,144,780 |
| VISTA CAPITAL PARTNERS, INC. | $1,139,985,551 | 1,139,985,551 |
| Periscope Capital Inc. | $1,139,460,396 | 1,139,460,396 |
| RW Investment Management LLC | $1,139,172,682 | 1,139,172,682 |
| High Ground Investment Management LLP | $1,138,693,084 | 1,138,693,084 |
| Atomic Invest LLC | $1,138,256,633 | 1,138,256,633 |
| YCG, LLC | $1,136,308,300 | 1,136,308,300 |
| Private Capital Management, LLC | $1,136,074,782 | 1,136,074,782 |
| CONNABLE OFFICE INC | $1,135,867,747 | 1,135,867,747 |
| Voya Financial Advisors, Inc. | $1,135,863,445 | 1,135,863,445 |
| Pekin Hardy Strauss, Inc. | $1,135,136,730 | 1,135,136,730 |
| Gryphon Financial Partners LLC | $1,134,812,742 | 1,134,812,742 |
| Telos Capital Management, Inc. | $1,134,766,297 | 1,134,766,297 |
| Pictet North America Advisors SA | $1,134,655,418 | 1,134,655,418 |
| Black Diamond Financial, LLC | $1,134,038,212 | 1,134,038,212 |
| Institute for Wealth Management, LLC. | $1,132,769,768 | 1,132,769,768 |
| Tairen Capital Ltd | $1,132,050,564 | 1,132,050,564 |
| Bensler, LLC | $1,130,740,873 | 1,130,740,873 |
| SENTINEL TRUST CO LBA | $1,129,216,000 | 1,129,216,000 |
| AZZAD ASSET MANAGEMENT INC /ADV | $1,128,737,953 | 1,128,737,953 |
| BFSG, LLC | $1,128,329,912 | 1,128,329,912 |
| Global Strategic Investment Solutions, LLC | $1,128,240,667 | 1,128,240,667 |
| MV CAPITAL MANAGEMENT, INC. | $1,128,130,698 | 1,128,130,698 |
| Inscription Capital, LLC | $1,127,866,097 | 1,127,866,097 |
| Coastline Trust Co | $1,127,840,025 | 1,127,840,025 |
| VR Advisory Services Ltd | $1,127,357,376 | 1,127,357,376 |
| Wedbush Fund Advisers, LLC | $1,127,264,612 | 1,127,264,612 |
| Great Lakes Retirement, Inc. | $1,126,254,101 | 1,126,254,101 |
| Knollwood Investment Advisory, LLC | $1,124,362,113 | 1,124,362,113 |
| Atom Investors LP | $1,124,140,929 | 1,124,140,929 |
| PENN DAVIS MCFARLAND INC | $1,122,642,843 | 1,122,642,843 |
| Informed Momentum Co LLC | $1,122,341,988 | 1,122,341,988 |
| Hudson Way Capital Management LLC | $1,121,622,378 | 1,121,622,378 |
| Wealth Management Nebraska | $1,120,854,555 | 1,120,854,555 |
| Triple Frond Partners LLC | $1,120,470,000 | 1,120,470,000 |
| Shannon River Fund Management LLC | $1,120,393,801 | 1,120,393,801 |
| WNY Asset Management, LLC | $1,119,825,474 | 1,119,825,474 |
| Cornerstone Capital, Inc. | $1,119,377,067 | 1,119,377,067 |
| Strategies Wealth Advisors, LLC | $1,117,965,464 | 1,117,965,464 |
| HCR Wealth Advisors | $1,117,188,703 | 1,117,188,703 |
| VIKING FUND MANAGEMENT LLC | $1,116,611,932 | 1,116,611,932 |
| Arrow Financial Corp | $1,116,397,130 | 1,116,397,130 |
| Versant Capital Management, Inc | $1,115,437,706 | 1,115,437,706 |
| JGP Wealth Management, LLC | $1,114,636,116 | 1,114,636,116 |
| Frec Markets, Inc. | $1,114,293,295 | 1,114,293,295 |
| Octagon Capital Advisors LP | $1,112,538,962 | 1,112,538,962 |
| Onyx Bridge Wealth Group LLC | $1,111,176,281 | 1,111,176,281 |
| MASON STREET ADVISORS, LLC | $1,109,891,435 | 1,109,891,435 |
| Guardian Partners Inc. | $1,108,554,320 | 1,108,554,320 |
| TOWER BRIDGE ADVISORS | $1,108,409,322 | 1,108,409,322 |
| Trust Co | $1,108,260,887 | 1,108,260,887 |
| Galileo (PTC) Ltd | $1,107,204,664 | 1,107,204,664 |
| Aperture Investors, LLC | $1,105,514,332 | 1,105,514,332 |
| HBW ADVISORY SERVICES LLC | $1,105,425,908 | 1,105,425,908 |
| CVA Family Office, LLC | $1,104,321,030 | 1,104,321,030 |
| Opaleye Management Inc. | $1,104,182,260 | 1,104,182,260 |
| Premier Fund Managers Ltd | $1,103,851,000 | 1,103,851,000 |
| Heron Bay Capital Management | $1,103,565,207 | 1,103,565,207 |