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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 15:54:42 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Factor Wealth Management LTD$661,496,572661,496,572
Providence Capital Advisors, LLC$660,480,879660,480,879
Beck Bode, LLC$660,473,753660,473,753
Ellis Investment Partners, LLC$659,968,842659,968,842
Fourth Sail Capital LP$659,885,158659,885,158
Partners in Financial Planning$659,518,224659,518,224
MinichMacGregor Wealth Management, LLC$659,188,245659,188,245
Essex LLC$658,750,332658,750,332
West Financial Advisors, LLC$658,506,657658,506,657
Pandi, LLC$658,299,414658,299,414
Mengis Capital Management, Inc.$657,671,843657,671,843
Allen Mooney & Barnes Investment Advisors LLC$657,550,137657,550,137
MITCHELL CAPITAL MANAGEMENT CO$657,476,144657,476,144
Alpha Omega Wealth Management LLC$657,005,759657,005,759
Ritter Daniher Financial Advisory LLC / DE$656,805,150656,805,150
CMH Wealth Management LLC$655,456,529655,456,529
Clear Trail Advisors, LLC$655,165,976655,165,976
Sovereign Financial Group, Inc.$654,385,712654,385,712
WealthShield Partners, LLC$653,811,412653,811,412
Marble Wealth, LLC$653,267,064653,267,064
Endurance Services Ltd$653,034,613653,034,613
Crawford Fund Management, LLC$652,863,249652,863,249
Stamos Capital Partners, L.P.$652,547,801652,547,801
Nordwand Advisors, LLC$652,242,399652,242,399
Three Arch Wealth Management LLC$651,945,353651,945,353
PRESILIUM PRIVATE WEALTH, LLC$651,415,446651,415,446
GFS Advisors, LLC$650,638,828650,638,828
Garrett Wealth Advisory Group, LLC$650,554,549650,554,549
BlueSpruce Investments, LP$650,375,565650,375,565
Gibraltar Capital Management, Inc.$650,267,386650,267,386
Broad Run Investment Management, LLC$649,745,926649,745,926
Onex Canada Asset Management Inc.$649,280,995649,280,995
Perennial Advisors, LLC$649,221,162649,221,162
Asset Allocation Strategies LLC$649,076,062649,076,062
Goodman Financial Corp$646,967,327646,967,327
Harvest Investment Services, LLC$646,866,348646,866,348
JB CAPITAL PARTNERS LP$646,392,663646,392,663
Broderick Brian C$646,114,247646,114,247
Concord Asset Management, LLC/VA$645,817,900645,817,900
Legacy Financial Strategies, LLC$645,657,564645,657,564
Advisors Preferred, LLC$645,642,812645,642,812
Patient Square Capital LP$645,523,811645,523,811
Waterfront Wealth Inc.$645,491,094645,491,094
MAYPORT, LLC$644,807,229644,807,229
Harfst & Associates, Inc.$643,401,680643,401,680
SCHMIDT P J INVESTMENT MANAGEMENT INC$643,334,334643,334,334
Patten Group, Inc.$643,311,078643,311,078
Centric Wealth Management$643,179,546643,179,546
UPTICK PARTNERS, LLC$643,029,795643,029,795
Foresite Capital Management VI LLC$642,575,985642,575,985
GenWealth Group, Inc.$641,841,877641,841,877
MARTIN & CO INC /TN/$640,106,251640,106,251
ARTHUR M. COHEN & ASSOCIATES, LLC$640,038,391640,038,391
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$639,104,179639,104,179
Ironwood Financial, llc$638,738,251638,738,251
KILEY JUERGENS WEALTH MANAGEMENT, LLC$638,567,778638,567,778
Scott Capital Advisors, LLC$638,507,806638,507,806
FFT WEALTH MANAGEMENT LLC$638,247,586638,247,586
Adventist Health System/ West$638,133,948638,133,948
Grey Fox Wealth Advisors, LLC$637,399,137637,399,137
Sky Investment Group LLC$636,942,579636,942,579
Sunriver Management LLC$636,837,478636,837,478
Leonard Rickey Investment Advisors P.L.L.C.$636,792,889636,792,889
MILESTONE ASSET MANAGEMENT, LLC$636,037,989636,037,989
Maytus Capital Management, LLC$635,729,388635,729,388
Martel Wealth Advisors LLC$635,688,240635,688,240
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$635,368,695635,368,695
Tetragon Partners GP Ltd$635,063,221635,063,221
Golden Reserve Retirement LLC$634,926,776634,926,776
GOULD ASSET MANAGEMENT LLC /CA/$634,781,594634,781,594
Altiora Financial Group, LLC$634,460,874634,460,874
BOCHK Asset Management Ltd$634,069,302634,069,302
AEGIS FINANCIAL CORP$633,222,856633,222,856
New Harbor Financial Group, LLC$632,913,821632,913,821
KAHN BROTHERS GROUP INC$632,672,050632,672,050
Drucker Wealth 3.0, LLC$632,326,856632,326,856
Delaney Capital Management Ltd.$632,200,676632,200,676
JSF Financial, LLC$632,160,674632,160,674
GRACE & WHITE INC /NY$631,998,271631,998,271
Peak Retirement Planning, Inc.$631,630,897631,630,897
Kesler, Norman & Wride, LLC$631,420,352631,420,352
Generali Powszechne Towarzystwo Emerytalne$631,067,550631,067,550
Machina Capital S.A.S.$631,053,484631,053,484
Atlanta Consulting Group Advisors, LLC$630,802,915630,802,915
Trails Edge Capital Partners, LP$629,911,888629,911,888
St. James Investment Company, LLC$629,773,671629,773,671
Stenger Family Office, LLC$629,358,332629,358,332
Park Place Capital Corp$629,286,109629,286,109
Formidable Asset Management, LLC$628,770,725628,770,725
D L CARLSON INVESTMENT GROUP INC$628,149,462628,149,462
RBO & CO LLC$628,130,527628,130,527
MARINO, STRAM & ASSOCIATES LLC$627,762,024627,762,024
Elk River Wealth Management LLC$627,705,571627,705,571
Financial Strategies Group, Inc.$627,581,664627,581,664
SATOVSKY ASSET MANAGEMENT LLC$627,182,633627,182,633
PKS Advisory Services, LLC$626,580,698626,580,698
Paradice Investment Management LLC$626,527,417626,527,417
BRIGHT VALLEY CAPITAL Ltd$625,996,420625,996,420
Fortis Group Advisors, LLC$625,942,167625,942,167
LMG Wealth Partners, LLC$625,801,366625,801,366