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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 14:50:30 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
FIDUCIENT ADVISORS LLC$698,411,496698,411,496
Tarbox Family Office, Inc.$698,173,509698,173,509
Princeton Global Asset Management LLC$697,846,595697,846,595
DV EQUITIES, LLC$697,674,878697,674,878
Saturn V Capital Management LP$697,467,372697,467,372
Mraz, Amerine & Associates, Inc.$697,119,949697,119,949
FINANCIAL MANAGEMENT NETWORK INC$696,814,387696,814,387
Crane Advisory, LLC$696,587,326696,587,326
Brickley Wealth Management$696,373,173696,373,173
IPG Investment Advisors LLC$695,857,081695,857,081
Affiance Financial, LLC$695,444,792695,444,792
Cornerstone Management, Inc.$695,064,724695,064,724
Deltroit Asset Management (UK) LLP$694,643,109694,643,109
Aspen Grove Capital, LLC$694,475,858694,475,858
Volterra Technologies LP$694,418,757694,418,757
Rule One Partners, LLC$694,091,362694,091,362
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$693,875,934693,875,934
TEXAS TREASURY SAFEKEEPING TRUST CO$692,123,000692,123,000
Black Swift Group, LLC$691,997,461691,997,461
PERSONAL CFO SOLUTIONS, LLC$691,914,723691,914,723
CORTLAND ASSOCIATES INC/MO$691,787,000691,787,000
Blue Fin Capital, Inc.$691,763,786691,763,786
SeaBridge Investment Advisors LLC$691,587,903691,587,903
Wealth Alliance Advisory Group, LLC$691,391,274691,391,274
Ionic Capital Management LLC$690,339,108690,339,108
CHICAGO TRUST Co NA$690,135,430690,135,430
Heirloom Wealth Management$690,022,752690,022,752
Technology Crossover Management IX, Ltd.$689,878,414689,878,414
Matrix Trust Co$689,542,000689,542,000
Boston Standard Wealth Management, LLC$689,344,648689,344,648
GABELLI & Co INVESTMENT ADVISERS, INC.$687,601,913687,601,913
Encompass More Asset Management$687,340,191687,340,191
PETTYJOHN, WOOD & WHITE, INC$687,332,893687,332,893
LAUREL OAK WEALTH MANAGEMENT, LLC$686,516,596686,516,596
Community Financial Services Group, LLC$686,345,929686,345,929
Marshall Financial Group, LLC$685,712,623685,712,623
TOEWS CORP /ADV$685,708,846685,708,846
Blume Capital Management, Inc.$683,706,643683,706,643
BURLING WEALTH PARTNERS, LLC$683,365,598683,365,598
Asset Management Group, Inc.$683,250,806683,250,806
CALTON & ASSOCIATES, INC.$682,843,075682,843,075
Calydon Capital$682,560,734682,560,734
Beacon Capital Management, LLC$682,517,983682,517,983
WILSEY ASSET MANAGEMENT INC$680,961,174680,961,174
Bell Investment Advisors, Inc$680,825,278680,825,278
Oliver Luxxe Assets LLC$680,342,161680,342,161
Peak Asset Management, LLC$680,210,346680,210,346
First Bank & Trust$680,018,831680,018,831
SevenBridge Financial Group, LLC$679,816,701679,816,701
Citizens National Bank Trust Department$679,716,303679,716,303
Spectrum Financial Alliance Ltd LLC$679,475,640679,475,640
BOURGEON CAPITAL MANAGEMENT LLC$679,189,302679,189,302
Maia Wealth LLC$678,922,273678,922,273
Huber Capital Management LLC$678,522,814678,522,814
Atlas Legacy Advisors, LLC$677,545,809677,545,809
ASHTON THOMAS SECURITIES, LLC$677,092,179677,092,179
DELTEC ASSET MANAGEMENT LLC$677,020,862677,020,862
Elwood & Goetz Wealth Advisory Group, LLC$675,986,997675,986,997
Tempo Wealth, LLC$675,199,996675,199,996
CADINHA & CO LLC$675,153,899675,153,899
Bellwether Advisors, LLC$675,042,477675,042,477
Carrera Capital Advisors$674,850,509674,850,509
WPWealth LLP$673,883,792673,883,792
ORRSTOWN FINANCIAL SERVICES INC$673,662,166673,662,166
Vertex Planning Partners, LLC$673,462,436673,462,436
Truvestments Capital LLC$673,148,287673,148,287
PAX Financial Group, LLC$672,962,151672,962,151
MYDA Advisors LLC$671,869,200671,869,200
Curran Financial Partners, LLC$671,807,493671,807,493
MA Private Wealth$671,360,152671,360,152
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$671,336,662671,336,662
Avenir Tech Ltd$670,959,611670,959,611
Armbruster Capital Management, Inc.$670,791,214670,791,214
Square Wave Capital, LLC$670,297,289670,297,289
FOUNDERS CAPITAL MANAGEMENT, LLC$670,057,432670,057,432
STRATEGY ASSET MANAGERS LLC$669,718,863669,718,863
Verum Partners LLC$668,617,823668,617,823
Montecito Bank & Trust$668,405,659668,405,659
General Pension Society PZU Joint Stock Co$668,147,167668,147,167
Ascentis Wealth Management, LLC$667,338,907667,338,907
Vancity Investment Management Ltd$666,426,000666,426,000
Annis Gardner Whiting Capital Advisors, LLC$666,275,815666,275,815
STEGINSKY CAPITAL LLC$666,254,000666,254,000
CAPITAL MANAGEMENT CORP /VA$666,252,558666,252,558
Cynosure Group, LLC$665,526,461665,526,461
ADVOCATE GROUP LLC$665,137,045665,137,045
Cantillon Capital Management LLC$665,113,090665,113,090
Advisory Resource Group$664,963,949664,963,949
Blue Owl Capital Holdings LP$664,512,435664,512,435
San Luis Wealth Advisors LLC$664,430,309664,430,309
Citizens Business Bank$664,084,701664,084,701
MCMORGAN & CO LLC$664,035,927664,035,927
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.$663,548,636663,548,636
Pacific Capital Wealth Advisors, Inc.$663,353,750663,353,750
Bain Capital Prairie, LLC$663,148,219663,148,219
Overbrook Management Corp$662,996,686662,996,686
WFM ASIA (BVI) Ltd$662,777,000662,777,000
Wick Capital Partners, LLC$662,708,284662,708,284
DUDLEY & SHANLEY, INC.$662,286,267662,286,267
Brady Martz Wealth Solutions, LLC$662,010,801662,010,801