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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 11:39:55 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Biondo Investment Advisors, LLC$816,798,922816,798,922
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$815,965,048815,965,048
Financial Advisors Network, Inc.$815,595,995815,595,995
Ayalon Insurance Comp Ltd.$814,954,000814,954,000
Cypress Wealth Services, LLC$814,935,859814,935,859
MITCHELL MCLEOD PUGH & WILLIAMS INC$814,764,811814,764,811
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$814,534,783814,534,783
Third View Private Wealth, LLC$814,138,687814,138,687
Skylands Capital, LLC$813,936,950813,936,950
Wallington Asset Management, LLC$813,927,323813,927,323
BRANT POINT INVESTMENT MANAGEMENT LLC$813,315,460813,315,460
Tri Locum Partners LP$813,224,117813,224,117
Renesas Electronics America Inc.$813,126,949813,126,949
CAMBIENT FAMILY OFFICE, LLC$812,966,749812,966,749
FAGAN ASSOCIATES, INC.$812,702,726812,702,726
Deer Management Co. LLC$812,159,395812,159,395
Greenland Capital Management LP$811,592,802811,592,802
KAVAR CAPITAL PARTNERS GROUP, LLC$811,558,465811,558,465
Sloy Dahl & Holst, LLC$810,548,115810,548,115
Affinity Capital Advisors, LLC$809,534,043809,534,043
Abacus Planning Group, Inc.$808,939,266808,939,266
Polianta Ltd$808,802,000808,802,000
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$808,781,167808,781,167
Capital Investment Counsel, LLC$808,408,134808,408,134
EAGLE ROCK INVESTMENT COMPANY, LLC$808,287,223808,287,223
NFSG Corp$808,265,339808,265,339
Mechanics Bank Trust Department$808,201,659808,201,659
ARQ WEALTH ADVISORS, LLC$806,610,834806,610,834
Klaas Financial Asset Advisors, LLC$802,687,677802,687,677
White Lighthouse Investment Management Inc.$802,349,826802,349,826
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$802,153,745802,153,745
Newtyn Management, LLC$800,882,434800,882,434
LIBERTY WEALTH MANAGEMENT LLC$800,422,162800,422,162
CORSAIR CAPITAL MANAGEMENT, L.P.$800,195,791800,195,791
HORAN Wealth, LLC$799,969,750799,969,750
Live Oak Private Wealth LLC$799,765,926799,765,926
JOHNSON & JOHNSON$798,650,757798,650,757
Suncoast Equity Management$798,412,495798,412,495
TrueMark Investments, LLC$798,226,201798,226,201
Garden Investment Management, L.P.$797,929,006797,929,006
Quantum Capital Management, LLC / NJ$797,554,043797,554,043
XY Planning Network, Inc.$797,106,891797,106,891
Allied Investment Advisors, LLC$796,508,465796,508,465
Emerald Advisors, LLC$795,793,071795,793,071
Technology Crossover Management X, Ltd.$795,170,640795,170,640
Harbor Advisors LLC$795,099,794795,099,794
Bornite Capital Management LP$794,572,837794,572,837
Cornerstone Planning Group LLC$794,114,515794,114,515
TSFG, LLC$793,875,000793,875,000
Seilern Investment Management Ltd$793,816,558793,816,558
RESOURCES MANAGEMENT CORP /CT/ /ADV$793,505,011793,505,011
RAFFA WEALTH MANAGEMENT, LLC$793,303,331793,303,331
Glen Eagle Advisors, LLC$792,919,346792,919,346
BUFFALO BUSINESS & ESTATE SERVICES LTD$792,872,425792,872,425
Golden Unicorn (BVI) Ltd$792,231,092792,231,092
Kemnay Advisory Services Inc.$791,482,555791,482,555
DIADEMA PARTNERS LP$791,347,834791,347,834
Financial Solutions Advisory Group, Inc.$790,879,543790,879,543
KPP Advisory Services LLC$790,726,832790,726,832
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$790,592,069790,592,069
Enclave Advisors LLC$790,390,807790,390,807
Colonial Trust Co / SC$789,694,253789,694,253
FIRST HAWAIIAN BANK$789,533,650789,533,650
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$789,505,428789,505,428
Wellington Shields Capital Management, LLC$788,367,394788,367,394
IFC Advisors LLC$787,638,275787,638,275
Arlington Financial Advisors, LLC$787,469,197787,469,197
TOBIAS FINANCIAL ADVISORS, INC.$787,345,413787,345,413
Thrive Wealth Management, LLC$787,138,349787,138,349
Pasadena Private Wealth, LLC$786,093,537786,093,537
Madison Wealth Partners, Inc$785,860,140785,860,140
Gratus Wealth Advisors, LLC$785,542,268785,542,268
Almanack Investment Partners, LLC.$784,739,151784,739,151
Horizon Wealth Management, LLC$784,539,842784,539,842
Harraden Circle Investments, LLC$784,082,543784,082,543
8VC Opportunities GP II, LLC$784,029,145784,029,145
TT International Asset Management LTD$783,348,137783,348,137
CFM WEALTH PARTNERS LLC$783,286,726783,286,726
Topsail Wealth Management, LLC$783,268,207783,268,207
Lee Financial Co$783,115,042783,115,042
CHATHAM CAPITAL GROUP, INC.$783,042,797783,042,797
Converium Capital Inc.$782,760,523782,760,523
GLOBEFLEX CAPITAL L P$782,623,296782,623,296
Longbow Finance SA$782,141,082782,141,082
Summit Financial Wealth Advisors, LLC$781,977,938781,977,938
WEXFORD CAPITAL LP$781,966,150781,966,150
Hudock, Inc.$781,112,680781,112,680
Asio Capital, LLC$780,918,499780,918,499
Qsemble Capital Management, LP$780,553,709780,553,709
Summit Asset Management, LLC$780,402,413780,402,413
North Growth Management Ltd.$780,235,000780,235,000
PenderFund Capital Management Ltd.$780,077,010780,077,010
Alpine Bank Wealth Management$779,450,449779,450,449
Marquette Asset Management, LLC$778,617,221778,617,221
Northstar Group, Inc.$776,999,463776,999,463
SilverOak Wealth Management LLC$776,503,767776,503,767
AFFINITY WEALTH MANAGEMENT LLC$776,416,179776,416,179
Round Rock Advisors LLC$776,350,375776,350,375
Trifecta Capital Advisors, LLC$776,337,849776,337,849
LAFFER TENGLER INVESTMENTS, INC.$775,328,800775,328,800