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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 2026-10-15 02:54:06 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Trivium Point Advisory, LLC$1,102,605,0441,102,605,044
Zweig-DiMenna Associates LLC$1,102,243,1711,102,243,171
Naviter Wealth, LLC$1,102,163,3921,102,163,392
Teamwork Financial Advisors, LLC$1,102,018,5851,102,018,585
Rodgers & Associates, LTD$1,101,794,4371,101,794,437
Silver Point Capital L.P.$1,101,596,4531,101,596,453
DUMAC, INC.$1,100,492,6961,100,492,696
Ullmann Wealth Partners Group, LLC$1,100,339,4801,100,339,480
BEACON FINANCIAL GROUP$1,100,327,7011,100,327,701
ARCH Venture Management, LLC$1,100,261,7701,100,261,770
BBFIT INVESTMENTS PTE LTD$1,099,293,3061,099,293,306
Taikang Asset Management (Hong Kong) Co Ltd$1,098,968,9801,098,968,980
Three Seasons Wealth, LLC$1,098,660,0001,098,660,000
SWISS RE LTD$1,098,527,0101,098,527,010
Golden State Wealth Management, LLC$1,096,432,8261,096,432,826
Red Door Wealth Management, LLC$1,095,528,9861,095,528,986
Wellesley Asset Management$1,095,411,1611,095,411,161
BRUNI J V & CO /CO$1,095,344,9611,095,344,961
Vivo Capital, LLC$1,095,100,8231,095,100,823
Miller Investment Management, LP$1,094,644,4041,094,644,404
Goldstein Advisors, LLC$1,094,466,1921,094,466,192
Berkshire Money Management, Inc.$1,094,443,3451,094,443,345
TAIYO LIFE INSURANCE CO$1,094,280,0001,094,280,000
Koch, Inc.$1,094,236,5361,094,236,536
Goldstone Financial Group, LLC$1,094,204,3121,094,204,312
STANSBERRY ASSET MANAGEMENT, LLC$1,091,368,7161,091,368,716
Alta Park Capital, LP$1,091,326,7241,091,326,724
Intrua Financial, LLC$1,091,014,5281,091,014,528
Asset Advisors Investment Management, LLC$1,090,285,8881,090,285,888
RATIONAL ADVISORS, INC.$1,090,163,0161,090,163,016
Bison Wealth, LLC$1,089,491,9521,089,491,952
Trybe Capital Management LP$1,089,344,3841,089,344,384
Legacy Edge Advisors, LLC$1,088,555,8101,088,555,810
COMMON FUND FOR NONPROFIT ORGANIZATIONS$1,088,101,6141,088,101,614
Granite Bay Wealth Management, LLC$1,085,733,0001,085,733,000
Palisade Asset Management, LLC$1,083,313,0401,083,313,040
Graham Holdings Co$1,083,092,0001,083,092,000
DOCK STREET ASSET MANAGEMENT INC$1,081,389,3391,081,389,339
Boulay Financial Advisors, LLC$1,080,082,8421,080,082,842
Great Waters Wealth Management$1,079,408,3581,079,408,358
Hook Mill Capital Partners, LP$1,077,449,7061,077,449,706
KMG FIDUCIARY PARTNERS, LLC$1,076,195,8951,076,195,895
WATER ISLAND CAPITAL LLC$1,075,083,3651,075,083,365
TriCert Investment Counsel Inc.$1,073,900,0061,073,900,006
JIA INVESTMENT ALLIANCE PTE. LTD.$1,073,549,7911,073,549,791
Ironvine Capital Partners, LLC$1,073,099,3161,073,099,316
STEEL GROVE CAPITAL ADVISORS, LLC$1,072,910,2521,072,910,252
Graves Light Lenhart Wealth, Inc.$1,071,654,0371,071,654,037
Oak Harvest Investment Services$1,071,350,2071,071,350,207
Cypress Capital Group$1,070,743,6351,070,743,635
Tamar Securities, LLC$1,070,646,3991,070,646,399
Morgan Stanley Institutional Investment Advisors LLC$1,070,599,2821,070,599,282
Legacy Advisors, LLC$1,070,536,6461,070,536,646
Broad Bay Capital Management, LP$1,070,346,2301,070,346,230
Center for Financial Planning, Inc.$1,069,888,6901,069,888,690
JAG CAPITAL MANAGEMENT, LLC$1,068,328,0851,068,328,085
Uniplan Investment Counsel, Inc.$1,066,526,6561,066,526,656
Bedel Financial Consulting, Inc.$1,064,748,5611,064,748,561
Schneider Downs Wealth Management Advisors, LP$1,064,312,5741,064,312,574
NWF Advisory Services Inc.$1,063,781,8531,063,781,853
Petrus Trust Company, LTA$1,063,226,4841,063,226,484
CUTLER INVESTMENT COUNSEL LLC$1,062,274,7481,062,274,748
Brehaut David Pascal$1,061,972,9051,061,972,905
Polaris Capital Management, LLC$1,061,425,9931,061,425,993
Synergy Asset Management, LLC$1,060,605,0781,060,605,078
Planning Center, Inc.$1,059,698,0231,059,698,023
Rhenman & Partners Asset Management AB$1,059,428,2351,059,428,235
J. Stern & Co. LLP$1,059,332,0271,059,332,027
Greylock XIV GP LLC$1,056,824,4031,056,824,403
RED CEDAR INVESTMENT MANAGEMENT, LLC$1,055,842,9831,055,842,983
Minneapolis Portfolio Management Group, LLC$1,055,127,6941,055,127,694
Convergence Investment Partners, LLC$1,055,004,3271,055,004,327
Financial Management Professionals, Inc.$1,054,414,2251,054,414,225
FengHe Fund Management Pte. Ltd.$1,054,232,6811,054,232,681
Financial Plan, Inc.$1,054,005,9471,054,005,947
WEALTHCARE CAPITAL MANAGEMENT LLC$1,053,846,9711,053,846,971
ABNER HERRMAN & BROCK LLC$1,053,549,0001,053,549,000
Per Stirling Capital Management, LLC.$1,053,312,8171,053,312,817
Portland Global Advisors LLC$1,052,400,5981,052,400,598
V-Square Quantitative Management LLC$1,051,908,5531,051,908,553
Melqart Asset Management (UK) Ltd$1,050,837,7031,050,837,703
Pinnacle Wealth Planning Services, Inc.$1,049,893,9261,049,893,926
Provenance Wealth Advisors, LLC$1,049,594,2331,049,594,233
Accurate Wealth Management, LLC$1,048,590,3931,048,590,393
MIRABELLA FINANCIAL SERVICES LLP$1,046,088,7021,046,088,702
True North Advisors, LLC$1,045,970,7261,045,970,726
TETRAD CORP$1,045,631,5181,045,631,518
SUMMIT SECURITIES GROUP LLC$1,045,597,6021,045,597,602
SOUTHERN FARM BUREAU LIFE INSURANCE$1,045,475,0001,045,475,000
CAHILL FINANCIAL ADVISORS INC$1,041,799,2761,041,799,276
George Kaiser Family Foundation$1,041,426,9291,041,426,929
Kera Capital Partners, Inc.$1,041,374,1021,041,374,102
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP$1,041,364,6491,041,364,649
One Madison Group LLC$1,040,366,6441,040,366,644
Long Pond Capital, LP$1,040,325,2051,040,325,205
Westerkirk Capital Inc.$1,039,985,2061,039,985,206
U S GLOBAL INVESTORS INC$1,039,682,4561,039,682,456
SR One Capital Management, LP$1,039,007,7051,039,007,705
Harbour Trust & Investment Management Co$1,038,815,4171,038,815,417
Private Wealth Asset Management, LLC$1,037,784,7161,037,784,716