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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 08:22:18 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Caliber Wealth Management, LLC / KS$1,035,512,9701,035,512,970
New England Private Wealth Advisors LLC$1,035,353,1931,035,353,193
Oak Thistle LLC$1,034,846,0471,034,846,047
Iron Gate Global Advisors LLC$1,034,842,5381,034,842,538
ABSOLUTE INVESTMENT ADVISERS, LLC$1,034,778,0901,034,778,090
Sierra Capital LLC$1,034,695,4631,034,695,463
ISTHMUS PARTNERS, LLC$1,034,299,9041,034,299,904
Baldwin Investment Management, LLC$1,033,771,7481,033,771,748
Laurel Wealth Advisors LLC$1,033,705,1171,033,705,117
AssuredPartners Investment Advisors, LLC$1,033,530,1701,033,530,170
ARMSTRONG HENRY H ASSOCIATES INC$1,032,548,0591,032,548,059
Opus Capital Group, LLC$1,032,305,0001,032,305,000
Paradigm Operations LP$1,031,407,3941,031,407,394
ALTFEST L J & CO INC$1,030,997,8721,030,997,872
Rodgers Brothers Inc.$1,030,264,8441,030,264,844
Provident Investment Management, Inc.$1,029,212,0481,029,212,048
Quadcap Wealth Management, LLC$1,028,696,4021,028,696,402
Impact Partnership Wealth, LLC$1,028,621,0161,028,621,016
Massar Capital Management, LP$1,028,532,5331,028,532,533
Columbus Macro, LLC$1,028,300,1141,028,300,114
Engine Capital Management, LP$1,027,592,2931,027,592,293
Columbus Hill Capital Management, L.P.$1,027,448,1991,027,448,199
Apis Capital Advisors, LLC$1,027,356,7651,027,356,765
RH Tailwind Management, LLC$1,026,821,9091,026,821,909
Invst, LLC$1,025,797,4111,025,797,411
Insight Wealth Strategies, LLC$1,024,551,3581,024,551,358
TOTH FINANCIAL ADVISORY CORP$1,024,340,5201,024,340,520
Moisand Fitzgerald Tamayo, LLC$1,023,990,1321,023,990,132
Keebeck Wealth Management$1,023,719,9521,023,719,952
NTV Asset Management LLC$1,020,694,0941,020,694,094
Capital Investment Services of America, Inc.$1,020,677,7581,020,677,758
Portfolio Strategies, Inc.$1,019,490,0461,019,490,046
JABODON PT CO$1,019,184,0001,019,184,000
GREENWOOD CAPITAL ASSOCIATES LLC$1,018,907,9281,018,907,928
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$1,018,711,0001,018,711,000
TRITONPOINT WEALTH, LLC$1,017,745,8861,017,745,886
CKW FINANCIAL GROUP$1,017,720,0001,017,720,000
Genus Capital Management Inc.$1,015,950,8001,015,950,800
Redhawk Wealth Advisors, Inc.$1,015,036,6131,015,036,613
ALLEN HOLDING INC /NY$1,013,793,7601,013,793,760
Dream Peak Capital Ltd$1,013,060,5221,013,060,522
NAN FUNG TRINITY (HK) LTD$1,012,751,7941,012,751,794
Havemeyer Place LP$1,012,729,0171,012,729,017
Lavaca Capital LLC$1,012,386,4301,012,386,430
Accel Leaders 4 Associates L.P.$1,012,097,3221,012,097,322
Counterpoint Mutual Funds LLC$1,010,967,4651,010,967,465
Quantum Financial Advisors, LLC$1,010,913,1291,010,913,129
DiNuzzo Private Wealth, Inc.$1,010,884,5031,010,884,503
Gladstone Capital Management LLP$1,010,783,1191,010,783,119
IAG Wealth Partners, LLC$1,010,374,2141,010,374,214
Redwood Investment Management, LLC$1,008,897,0001,008,897,000
Steigerwald, Gordon & Koch Inc.$1,008,882,2271,008,882,227
KR Capital LP$1,008,777,2371,008,777,237
CATALYST FINANCIAL PARTNERS LLC$1,008,317,7691,008,317,769
Grove Bank & Trust$1,008,182,0551,008,182,055
Occidental Asset Management, LLC$1,007,286,2151,007,286,215
Eagle Strategies LLC$1,006,393,0481,006,393,048
Patton Albertson Miller Group, LLC$1,004,964,6441,004,964,644
MAR VISTA INVESTMENT PARTNERS LLC$1,004,830,3811,004,830,381
B&D White Capital Company, LLC$1,004,750,0611,004,750,061
Sendero Wealth Management, LLC$1,004,392,5391,004,392,539
BlueStem Wealth Partners, LLC$1,004,328,5001,004,328,500
KIM, LLC$1,003,252,4221,003,252,422
Fulcrum Asset Management LLP$1,003,036,2621,003,036,262
ADVISORY RESEARCH INC$1,002,401,2671,002,401,267
HOHIMER WEALTH MANAGEMENT, LLC$1,002,400,1601,002,400,160
SHEETS SMITH WEALTH MANAGEMENT$1,000,399,5231,000,399,523
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$1,000,228,1881,000,228,188
Ascent Wealth Partners, LLC$1,000,068,1731,000,068,173
Embree Financial Group$998,603,489998,603,489
180 WEALTH ADVISORS, LLC$997,464,204997,464,204
HHM Wealth Advisors, LLC$995,980,674995,980,674
LEUTHOLD GROUP, LLC$995,164,108995,164,108
NINE MASTS CAPITAL Ltd$994,651,903994,651,903
ROMANO BROTHERS AND COMPANY$994,393,401994,393,401
Souders Financial Advisors$994,149,823994,149,823
Absolute Gestao de Investimentos Ltda.$994,078,404994,078,404
Rock Creek Group LLC$993,719,611993,719,611
Power Alpha Investment Ltd$993,582,323993,582,323
DENALI ADVISORS LLC$993,033,765993,033,765
Capital Advisors, Ltd. LLC$991,162,000991,162,000
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$990,366,644990,366,644
MLG Wealth Management DBA Pine Grove Financial Group$990,198,657990,198,657
KTF INVESTMENTS, LLC$989,412,716989,412,716
State of Wyoming$989,132,330989,132,330
NOVEM GROUP$987,934,932987,934,932
Archford Capital Strategies, LLC$987,486,328987,486,328
Global Endowment Management, LP$986,506,000986,506,000
Financial Partners Group, Inc$985,062,913985,062,913
Southeast Asset Advisors, LLC$984,492,332984,492,332
FIDUCIARY FINANCIAL ADVISORS$984,448,850984,448,850
LVZ, Inc.$984,274,707984,274,707
Stanley-Laman Group, Ltd.$984,237,833984,237,833
Central Pacific Bank - Trust Division$984,055,601984,055,601
Cheviot Value Management, LLC$983,988,171983,988,171
Marble Harbor Investment Counsel, LLC$983,963,826983,963,826
JAMES INVESTMENT RESEARCH, INC.$983,779,780983,779,780
INFINITUM ASSET MANAGEMENT, LLC$983,203,662983,203,662
Greenline Partners, LLC$983,040,032983,040,032
TWIN FOCUS CAPITAL PARTNERS, LLC$982,719,490982,719,490