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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 15:54:39 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Bellecapital International Ltd.$625,429,484625,429,484
THIRD AVENUE MANAGEMENT LLC$625,342,170625,342,170
RAM Investment Partners, LLC$625,271,052625,271,052
Chemistry Wealth Management LLC$625,154,685625,154,685
Avidity Partners Management LP$624,441,478624,441,478
Davidson Capital Management Inc.$624,227,291624,227,291
Spinnaker Investment Group, LLC$624,080,938624,080,938
Pettinga Financial Advisors LLC$623,930,520623,930,520
AMARILLO NATIONAL BANK$623,837,736623,837,736
Proactive Wealth Strategies LLC$623,162,103623,162,103
TB Alternative Assets Ltd.$623,051,692623,051,692
TruNorth Capital Management, LLC$622,609,587622,609,587
Parkwoods Wealth Partners, LLC$622,454,705622,454,705
Lind Value II ApS$622,033,384622,033,384
Accel Leaders 3 Associates L.P.$621,908,604621,908,604
FLC Capital Advisors$621,702,818621,702,818
ELEMENT POINTE ADVISORS, LLC$621,076,409621,076,409
RIT CAPITAL PARTNERS PLC$620,628,121620,628,121
Intel Corp$620,621,529620,621,529
BRANDYWINE TRUST CO$620,572,966620,572,966
KPS Global Asset Management UK Ltd$620,045,783620,045,783
Te Ahumairangi Investment Management Ltd$619,949,604619,949,604
Baker Chad R$619,687,082619,687,082
Performa Ltd (US), LLC$619,666,544619,666,544
ROBOTTI ROBERT$619,509,887619,509,887
Great Point Wealth Advisors, LLC$619,164,840619,164,840
Mason & Associates Inc$619,041,462619,041,462
First PREMIER Bank$618,636,000618,636,000
KCM Capital Inc$617,888,837617,888,837
KEB ASSET MANAGEMENT, LLC$617,813,988617,813,988
CacheTech Inc.$617,525,993617,525,993
Halter Ferguson Financial Inc.$617,393,722617,393,722
Sunburst Financial Group, LLC$617,309,340617,309,340
SAGE RHINO CAPITAL LLC$617,214,968617,214,968
SMI Advisory Services, LLC$617,018,826617,018,826
Financial Gravity Companies, Inc.$616,352,520616,352,520
Birnam Oak Advisors, LP$616,117,168616,117,168
Intelligence Driven Advisers, LLC$615,988,117615,988,117
Baring Fintech Fund III Managers Ltd$615,744,155615,744,155
Alpine Global Management, LLC$615,363,223615,363,223
TLWM$614,941,957614,941,957
Odyssean, LLC$614,879,440614,879,440
Financial Security Advisor, Inc.$614,784,502614,784,502
AIRE ADVISORS, LLC$614,723,948614,723,948
All Terrain Financial Advisors, LLC$614,646,464614,646,464
Conrad Siegel Investment Advisors, Inc.$614,620,540614,620,540
Sands Capital Alternatives, LLC$613,546,175613,546,175
Turim 21 Investimentos Ltda.$613,260,036613,260,036
Balefire, LLC$612,919,907612,919,907
M. Kulyk & Associates, LLC$612,874,563612,874,563
Fonville Wealth Management LLC$612,325,650612,325,650
Twele Capital Management, Inc.$612,256,024612,256,024
JACOBSON & SCHMITT ADVISORS, LLC$612,148,321612,148,321
SkyOak Wealth, LLC$612,087,912612,087,912
West Wealth Group, LLC$611,266,337611,266,337
Platform Technology Partners$611,186,750611,186,750
Key Financial Inc$610,559,962610,559,962
Integrated Quantitative Investments LLC$610,489,150610,489,150
Addison Capital Co$610,381,599610,381,599
Grant Street Asset Management, Inc.$610,370,637610,370,637
CHILDRESS CAPITAL ADVISORS, LLC$610,363,082610,363,082
Francis Financial, Inc.$610,358,701610,358,701
Portfolio Design Labs, LLC$609,994,108609,994,108
Gibson Capital, LLC$609,505,383609,505,383
Mattern Wealth Management LLC$609,336,291609,336,291
Sompo Asset Management Co., Ltd.$609,242,436609,242,436
Crusonia Wealth Advisors LLC$609,172,500609,172,500
SUMMIT PARTNERS L P$608,921,882608,921,882
Ellsworth Advisors, LLC$608,552,210608,552,210
Delta Investment Management, LLC$607,671,049607,671,049
MASON CAPITAL MANAGEMENT LLC$606,842,468606,842,468
Conifer Management, L.L.C.$606,658,705606,658,705
SKBA CAPITAL MANAGEMENT LLC$606,041,757606,041,757
NORTH POINT PORTFOLIO MANAGERS CORP/OH$606,027,496606,027,496
Seven Fleet Capital Management LP$605,916,390605,916,390
BANC FUNDS CO LLC$605,452,100605,452,100
Verbena Value LP$605,261,190605,261,190
Requisite Capital Management, LLC$605,022,820605,022,820
VeraBank, N.A.$604,417,923604,417,923
ERn Financial, LLC$604,315,365604,315,365
Sio Capital Management, LLC$604,294,540604,294,540
Morse Asset Management, Inc$603,835,677603,835,677
ADVISORS MANAGEMENT GROUP INC /ADV$603,564,000603,564,000
Varenne Capital Partners$603,318,085603,318,085
Eagle Health Investments LP$603,308,468603,308,468
Perkins Coie Trust Co$603,279,390603,279,390
FOX RUN MANAGEMENT, L.L.C.$603,270,553603,270,553
Oakwell Private Wealth Management, LLC$603,172,310603,172,310
Fund 1 Investments, LLC$603,063,490603,063,490
GSK plc$602,220,442602,220,442
Family Investment Center, Inc.$602,197,244602,197,244
Westover Capital Advisors, LLC$601,931,750601,931,750
PRECEDENT WEALTH PARTNERS, LLC$601,381,055601,381,055
Marotta Asset Management$600,931,009600,931,009
Kendall Capital Management$600,357,353600,357,353
HOLDERNESS INVESTMENTS CO$599,806,002599,806,002
RPg Family Wealth Advisory, LLC$599,637,662599,637,662
Manhattan West Asset Management, LLC$598,899,006598,899,006
Whitaker-Myers Wealth Managers, LTD.$598,764,374598,764,374
Systelligence, LLC$598,719,389598,719,389