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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 18:01:51 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Sterling Investment Advisors, Ltd.$598,696,692598,696,692
Iowa State Bank$598,390,410598,390,410
VALUE HOLDINGS MANAGEMENT CO. LLC$598,346,000598,346,000
GWN SECURITIES INC.$598,015,312598,015,312
Meiji Yasuda America Inc$597,569,477597,569,477
Woodson Capital Management, LP$597,407,275597,407,275
Lodge Hill Capital, LLC$596,362,063596,362,063
WEST PACES ADVISORS INC.$596,033,349596,033,349
Tufton Capital Management$596,004,000596,004,000
ABLE Financial Group, LLC$595,866,129595,866,129
Phraction Management LLC$595,535,839595,535,839
Rockport Wealth LLC$595,268,294595,268,294
Covenant Asset Management, LLC$594,587,834594,587,834
SOA Wealth Advisors, LLC.$594,321,396594,321,396
Edge Wealth Management LLC$593,948,356593,948,356
RPTC Inc.$593,779,828593,779,828
KIRR MARBACH & CO LLC /IN/$593,765,070593,765,070
Drake & Associates, LLC$593,657,467593,657,467
ALM First Financial Advisors, LLC$593,616,494593,616,494
JMAC ENTERPRISES LLC$593,470,033593,470,033
Science & Technology Partners, L.P.$593,321,383593,321,383
Astoria Portfolio Advisors LLC.$592,975,908592,975,908
Matthew Goff Investment Advisor, LLC$592,617,031592,617,031
FLORIDA FINANCIAL ADVISORS, LLC$591,772,466591,772,466
STUDIO INVESTMENT MANAGEMENT LLC$591,705,442591,705,442
DUNCKER STREETT & CO INC$590,779,037590,779,037
Anatole Investment Management Ltd$589,787,537589,787,537
Dorsey Wright & Associates$589,777,608589,777,608
Estuary Capital Management LP$589,311,929589,311,929
CenterStar Asset Management, LLC$588,938,735588,938,735
Aspen Wealth Management LLC$588,745,616588,745,616
Solel Partners LP$588,489,727588,489,727
New World Advisors LLC$588,364,414588,364,414
Triata Capital Ltd$588,271,441588,271,441
NUANCE INVESTMENTS, LLC$587,666,389587,666,389
WestHill Financial Advisors, Inc.$587,307,996587,307,996
Curbstone Financial Management Corp$586,986,341586,986,341
WHALEROCK POINT PARTNERS, LLC$586,853,818586,853,818
MFA WEALTH ADVISORS, LLC$586,682,922586,682,922
Davern Capital Partners, LP$586,539,478586,539,478
Running Oak Capital LLC$586,534,787586,534,787
ESL Trust Services, LLC$586,531,533586,531,533
High Note Wealth, LLC$586,166,680586,166,680
REAP Financial Group, LLC$585,583,707585,583,707
Bernardo Wealth Planning LLC$585,379,621585,379,621
HUTCHINSON CAPITAL MANAGEMENT/CA$583,669,084583,669,084
Land & Buildings Investment Management, LLC$583,445,460583,445,460
Div Capital Phoenix Assets Ltd$583,128,729583,128,729
Hobart Private Capital, LLC$582,880,858582,880,858
Frisch Financial Group, Inc.$582,855,413582,855,413
MAGNOLIA CAPITAL ADVISORS LLC$582,670,737582,670,737
111 Capital$582,143,923582,143,923
Great Diamond Partners, LLC$581,752,123581,752,123
Liberty Capital Management, Inc.$581,747,348581,747,348
MARIETTA INVESTMENT PARTNERS LLC$581,685,335581,685,335
Cambridge Advisors Inc.$581,682,783581,682,783
Global Frontier Investments LLC$580,983,000580,983,000
RETIREMENT INCOME SOLUTIONS, INC$580,835,822580,835,822
Cedar Mountain Advisors, LLC$580,725,876580,725,876
STEMPOINT CAPITAL LP$580,521,914580,521,914
Prosight Management, LP$580,350,212580,350,212
CORRECT CAPITAL WEALTH MANAGEMENT$580,034,355580,034,355
McNamara Financial Services, Inc.$579,744,090579,744,090
Praetorian Wealth Management, Inc.$579,592,658579,592,658
COFG Advisors, LLC$579,358,377579,358,377
Sixth Street Partners Management Company, L.P.$579,182,557579,182,557
Call To Action Foundation$578,967,246578,967,246
Abel Hall, LLC$578,703,614578,703,614
Rezny Wealth Management, Inc.$578,600,019578,600,019
Professional Financial Advisors, LLC$578,120,765578,120,765
Intellectus Partners, LLC$578,034,312578,034,312
Allegiance Financial Group Advisory Services LLC$577,586,779577,586,779
HughesLittle Investment Management Ltd.$577,080,407577,080,407
Kozak & Associates, Inc.$576,144,013576,144,013
Conrad N. Hilton Foundation$575,606,367575,606,367
Columbia Asset Management$575,233,956575,233,956
WINSLOW ASSET MANAGEMENT INC$575,140,000575,140,000
MSH Capital Advisors LLC$574,987,000574,987,000
M37 Management LP$574,727,800574,727,800
Solidarity Wealth, LLC$574,244,358574,244,358
Serenus Wealth Advisors, LLC$572,963,322572,963,322
Blue Zone Wealth Advisors, LLC$572,781,883572,781,883
LYNCH & ASSOCIATES/IN$572,514,554572,514,554
Trust Co of Tennessee$572,257,990572,257,990
Southland Equity Partners LLC$571,010,212571,010,212
Sanchez Wealth Management Group$570,695,123570,695,123
PCM Encore, LLC$569,166,274569,166,274
OCO Capital Partners, L.P.$568,979,100568,979,100
Mission Creek Capital Partners, Inc.$568,928,078568,928,078
CHAPIN DAVIS, INC.$568,575,053568,575,053
Single Point Partners, LLC$568,018,300568,018,300
Panview Capital Ltd$567,962,533567,962,533
Horiko Capital Management LLC$567,804,378567,804,378
Weil Company, Inc.$567,680,555567,680,555
Insight Advisors, LLC/ PA$567,256,969567,256,969
Crossingbridge Advisors, LLC$566,984,189566,984,189
Clarity Wealth Advisors, LLC$566,731,375566,731,375
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566,077,377566,077,377
DCF Advisers, LLC$565,758,923565,758,923
Legacy Trust$565,597,357565,597,357