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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 10:48:21 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
STRATEGIC PLANNING GROUP, LLC$917,971,056917,971,056
Beau Ventures, LLc$917,842,829917,842,829
HARVEY INVESTMENT CO LLC$917,832,000917,832,000
Quantitative Investment Management, LLC$917,440,000917,440,000
Avalon Global Asset Management LLC$917,031,000917,031,000
RTD Financial Advisors, Inc.$916,927,104916,927,104
TWIN CAPITAL MANAGEMENT INC$916,404,966916,404,966
De Lisle Partners LLP$916,214,274916,214,274
Greenvale Capital LLP$915,636,574915,636,574
Agave Capital Management Ltd$914,812,044914,812,044
King Wealth Management Group$914,307,000914,307,000
Symphony Financial, Ltd. Co.$914,261,406914,261,406
MJP ASSOCIATES INC /ADV$914,215,669914,215,669
ATLAS CAPITAL ADVISORS INC.$914,078,376914,078,376
ICICI Prudential Asset Management Co Ltd$913,183,270913,183,270
Pitcairn Wealth Advisors LLC$912,892,212912,892,212
Wallace Capital Management Inc.$912,139,389912,139,389
Castellan Group$912,089,618912,089,618
JT Stratford LLC$912,000,906912,000,906
Nelson Capital Management, LLC$911,581,979911,581,979
Permian Investment Partners, LP$911,476,340911,476,340
Pacific Life Fund Advisors LLC$909,643,041909,643,041
FORM Wealth Advisors, LLC$909,310,300909,310,300
Tennessee Valley Asset Management Partners$906,506,475906,506,475
GREATMARK INVESTMENT PARTNERS, INC.$906,498,746906,498,746
Oak Root LLC$906,266,254906,266,254
Manchester Global Management (UK) Ltd$906,029,209906,029,209
One Wealth Advisors, LLC$905,738,194905,738,194
SeaCrest Wealth Management, LLC$903,420,724903,420,724
Ranmore Fund Management Ltd$903,015,201903,015,201
LIGHT STREET CAPITAL MANAGEMENT, LLC$902,839,902902,839,902
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$902,794,296902,794,296
TFC Financial Management, Inc.$902,256,104902,256,104
Parkside Investments, LLC$902,191,439902,191,439
Soundwatch Capital LLC$901,045,168901,045,168
Strid Group, LLC$900,748,336900,748,336
Nellore Capital Management LLC$900,708,688900,708,688
MayTech Global Investments, LLC$900,191,627900,191,627
Wealth Enhancement Trust Services, Inc.$900,110,888900,110,888
Blueprint Financial Advisors LLC$900,045,961900,045,961
North Peak Capital Management, LLC$899,987,981899,987,981
VALLEY NATIONAL ADVISERS INC$899,759,103899,759,103
BSW Wealth Partners$899,228,698899,228,698
FINANCIAL CONSULATE, INC$898,549,799898,549,799
SPX Gestao de Recursos Ltda$897,970,154897,970,154
Johnson Bixby & Associates, LLC$895,818,543895,818,543
SIERRA SUMMIT ADVISORS LLC$895,434,368895,434,368
Clayton, Dubilier & Rice, LLC$894,968,588894,968,588
Fortis Capital Management LLC$893,981,082893,981,082
Titan Investment Solutions Ltd$893,656,888893,656,888
Warwick Investment Management, Inc.$891,080,428891,080,428
Fortis Capital Advisors, LLC$889,398,391889,398,391
Discerene Group LP$889,142,224889,142,224
Philip James Wealth Mangement, LLC$888,380,658888,380,658
Legacy Financial Group LLC$888,207,919888,207,919
Brookwood Investment Group LLC$887,620,220887,620,220
Independence Bank of Kentucky$887,565,377887,565,377
KFG WEALTH MANAGEMENT, LLC$885,938,241885,938,241
Camrose Capital Investment Partners LLP$885,094,540885,094,540
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$884,603,403884,603,403
CITY HOLDING CO$884,452,123884,452,123
Arbor Investment Advisors, LLC$883,467,287883,467,287
CALEDONIA INVESTMENTS PLC$883,256,489883,256,489
1834 INVESTMENT ADVISORS CO$882,588,603882,588,603
FIDUCIARY FINANCIAL GROUP, LLC$882,387,414882,387,414
TCP Asset Management, LLC$882,092,753882,092,753
CANYON CAPITAL ADVISORS LLC$882,024,711882,024,711
Adams Asset Advisors, LLC$881,733,636881,733,636
Atlas Venture Life Science Advisors, LLC$881,289,158881,289,158
Front Street Capital Management, Inc.$880,608,189880,608,189
Meridian Wealth Advisors, LLC$880,021,047880,021,047
Euro Pacific Asset Management, LLC$879,542,000879,542,000
Foguth Wealth Management, LLC.$878,924,416878,924,416
Cannon Financial Strategists, Inc.$878,508,954878,508,954
ABSHER WEALTH MANAGEMENT, LLC$878,356,659878,356,659
ECLECTIC ASSOCIATES INC /ADV$878,341,920878,341,920
Vision Capital Management, Inc.$875,913,942875,913,942
MANAGED ASSET PORTFOLIOS, LLC$874,910,041874,910,041
LAKE STREET PRIVATE WEALTH, LLC$874,326,442874,326,442
INSPIRION WEALTH ADVISORS, LLC$873,521,794873,521,794
Concord Wealth Partners$873,165,779873,165,779
THOMPSON INVESTMENT MANAGEMENT, INC.$871,567,788871,567,788
Compass Financial Group, INC/SD$871,534,401871,534,401
Walkner Condon Financial Advisors LLC$871,430,995871,430,995
Mint Tower Capital Management B.V.$871,415,000871,415,000
J.P. Marvel Investment Advisors, LLC$871,210,005871,210,005
Scarborough Advisors, LLC$870,881,766870,881,766
McMillan Office, Inc.$870,851,433870,851,433
SIR Capital Management, L.P.$870,116,118870,116,118
Premier Path Wealth Partners, LLC$869,570,354869,570,354
Oslo Pensjonsforsikring AS$869,413,956869,413,956
Gilbert & Cook, Inc.$868,950,602868,950,602
TRAN CAPITAL MANAGEMENT, L.P.$868,694,365868,694,365
NICOLA WEALTH MANAGEMENT LTD.$868,419,947868,419,947
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$868,286,000868,286,000
CRA Financial Services, LLC$867,595,983867,595,983
Fractal Investments LLC$866,883,314866,883,314
Freedom Together Foundation$866,859,898866,859,898
LM Advisors LLC$866,372,000866,372,000
Parkway Wealth Management Group, LLC$866,083,524866,083,524