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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 12:34:47 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
LexAurum Advisors, LLC$865,792,231865,792,231
Lynx1 Capital Management LP$865,529,222865,529,222
Valliance Asset Management Ltd$864,332,030864,332,030
BAXTER BROS INC$864,322,344864,322,344
D'Orazio & Associates, Inc.$864,058,539864,058,539
Berman McAleer LLC$863,661,855863,661,855
NEW ENGLAND ASSET MANAGEMENT INC$863,387,653863,387,653
BlueSky Wealth Advisors, LLC$863,333,201863,333,201
Curated Wealth Partners LLC$863,290,105863,290,105
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$863,059,023863,059,023
Hound Partners, LLC$862,892,000862,892,000
EQT Fund Management S.a r.l.$862,623,135862,623,135
Bernicke Wealth Management, Ltd.$861,335,364861,335,364
Ellenbecker Investment Group$860,229,496860,229,496
PSG Equity L.L.C.$859,773,031859,773,031
FOUNDATION RESOURCE MANAGEMENT INC$859,744,674859,744,674
CULBERTSON A N & CO INC$858,694,942858,694,942
Portside Wealth Group, LLC$858,277,110858,277,110
UNIQUE WEALTH, LLC$858,096,316858,096,316
Stokes Family Office, LLC$857,571,375857,571,375
Pathway Financial Advisors LLC$857,307,774857,307,774
MATTERN CAPITAL MANAGEMENT, LLC$856,747,061856,747,061
Slow Capital, Inc.$856,723,905856,723,905
ACK Asset Management LLC$856,327,037856,327,037
Alley Investment Management Company, LLC$855,958,508855,958,508
QUEST INVESTMENT MANAGEMENT LLC$855,898,769855,898,769
Evolution Wealth Advisors, LLC$854,948,143854,948,143
Talon Private Wealth, LLC$854,907,478854,907,478
Hikari Power Ltd$854,519,000854,519,000
DIMENSION CAPITAL MANAGEMENT LLC$853,513,220853,513,220
Brio Consultants, LLC$853,399,509853,399,509
FIFTHDELTA Ltd$852,876,378852,876,378
UNITED BANK$852,699,987852,699,987
Conversant Capital LLC$852,492,406852,492,406
McGlone Suttner Wealth Management, Inc.$852,422,334852,422,334
Burton Enright Welch$851,518,797851,518,797
Capital Advisors Wealth Management, LLC$851,444,353851,444,353
Harbor Group, Inc.$851,316,971851,316,971
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$849,266,261849,266,261
Kimmeridge Energy Management Company, LLC$848,582,501848,582,501
Ellevest, Inc.$848,115,751848,115,751
Apollon Financial, LLC$847,559,694847,559,694
Think Investments LP$846,693,417846,693,417
Peterson Wealth Advisors, LLC$846,140,941846,140,941
Lineweaver Wealth Advisors, LLC$844,844,803844,844,803
Arkos Global Advisors$844,498,000844,498,000
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$844,132,247844,132,247
Power Corp of Canada$843,062,831843,062,831
Kora Management LP$842,969,284842,969,284
LaFleur & Godfrey LLC$842,119,762842,119,762
WoodTrust Financial Corp$841,910,000841,910,000
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC$841,750,000841,750,000
Range Advisory, LLC$839,818,035839,818,035
First Pacific Financial$839,271,380839,271,380
Financial Enhancement Group LLC$838,695,529838,695,529
Security National Bank$837,912,331837,912,331
VILLERE ST DENIS J & CO LLC$837,768,549837,768,549
NOTTINGHAM ADVISORS, INC.$837,572,639837,572,639
Physician Wealth Advisors, Inc.$837,381,268837,381,268
PROFESSIONAL ADVISORY SERVICES INC$835,679,000835,679,000
Glassman Wealth Services$834,644,529834,644,529
Artemis Wealth Advisors, LLC$834,513,809834,513,809
Breakwater Capital Group$833,328,146833,328,146
Blue Edge Capital, LLC$832,774,589832,774,589
HHLR ADVISORS, LTD.$832,072,843832,072,843
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$832,043,719832,043,719
NOESIS CAPITAL MANGEMENT CORP$831,637,928831,637,928
Sargent Investment Group, LLC$831,616,851831,616,851
AA Financial Advisors, LLC$831,517,324831,517,324
American Financial Advisors, LLC$831,059,242831,059,242
COMPASS FINANCIAL MANAGEMENT LLC$828,981,758828,981,758
Sharkey, Howes & Javer$828,740,524828,740,524
AdvisorShares Investments LLC$828,137,470828,137,470
Benchstone Capital Management LP$827,785,299827,785,299
ARVEST INVESTMENTS, INC.$826,637,810826,637,810
CULLEN INVESTMENT GROUP, LTD.$826,542,588826,542,588
Cardinal Capital Management$826,307,762826,307,762
Meridian Wealth Partners, LLC$826,109,523826,109,523
Parsifal Capital Management, LP$825,686,605825,686,605
Strategic Wealth Investment Group, LLC$824,745,951824,745,951
St. Louis Trust Co$824,710,669824,710,669
JOHN G ULLMAN & ASSOCIATES INC$824,411,966824,411,966
Rice Partnership, LLC$823,945,074823,945,074
Werba Rubin Papier Wealth Management$823,534,560823,534,560
Intellus Advisors LLC$823,494,157823,494,157
McGowan Group Asset Management, Inc.$823,113,560823,113,560
Orange Investment Advisors, Inc.$823,023,647823,023,647
Leelyn Smith, LLC$822,349,058822,349,058
SIRIOS CAPITAL MANAGEMENT L P$822,254,731822,254,731
Sivia Capital Partners, LLC$822,077,579822,077,579
GREENUP STREET WEALTH MANAGEMENT LLC$821,684,958821,684,958
AVENIR CORP$820,736,526820,736,526
Legacy Financial Advisors, Inc.$820,391,860820,391,860
Capital Advantage, Inc.$819,649,878819,649,878
Faithward Advisors, LLC$819,395,589819,395,589
Canal Capital Management, LLC$818,668,298818,668,298
LaSalle St. Investment Advisors, LLC$818,111,719818,111,719
DILLON & ASSOCIATES INC$817,233,000817,233,000
Fund Resources Investment Holding Group Co Ltd$817,028,574817,028,574
Mirador Capital Partners LP$816,837,297816,837,297