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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 18:01:43 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
BetterWealth, LLC$565,263,911565,263,911
Primavera Capital Management Ltd$565,074,592565,074,592
LATHROP INVESTMENT MANAGEMENT CO$565,036,000565,036,000
Affinity Partners GP LP$565,024,481565,024,481
IDG China Capital Fund III Associates L.P.$564,006,954564,006,954
MANCHESTER FINANCIAL INC$562,557,897562,557,897
Tradewinds Capital Management, LLC$562,553,819562,553,819
SACHEM HILL LLC$562,535,741562,535,741
Ramsay, Stattman, Vela & Price, Inc.$562,150,183562,150,183
Lincoln Capital LLC$561,998,145561,998,145
Leading Edge Financial Planning LLC$561,559,123561,559,123
Ma Investment Partnership, LP$561,427,500561,427,500
Arosa Capital Management LP$561,069,846561,069,846
DRIVE WEALTH MANAGEMENT, LLC$561,018,923561,018,923
WESPAC Advisors SoCal, LLC$560,342,291560,342,291
NatWest Group plc$560,306,036560,306,036
Riggs Asset Managment Co. Inc.$560,110,873560,110,873
OKABENA INVESTMENT SERVICES INC$559,986,887559,986,887
University of Illinois Foundation$559,772,796559,772,796
OPAL CAPITAL LLC$559,665,083559,665,083
EQUITEC PROPRIETARY MARKETS, LLC$559,320,036559,320,036
SOROS CAPITAL MANAGEMENT LLC$559,279,259559,279,259
Bleichroeder LP$558,937,707558,937,707
Noble Family Wealth, LLC$558,893,395558,893,395
Investors Research Corp$558,777,343558,777,343
Palidye Holdings (Caymans) Ltd$558,589,683558,589,683
BRASADA CAPITAL MANAGEMENT, LP$558,488,902558,488,902
Frontier Asset Management, LLC$558,317,818558,317,818
Wealth Dimensions Group, Ltd.$558,308,394558,308,394
Strong Tower Advisory Services$558,061,339558,061,339
Moody Aldrich Partners LLC$556,599,639556,599,639
Foresight Group Ltd Liability Partnership$555,761,426555,761,426
Northwest Bancshares, Inc.$555,490,610555,490,610
Westchester Capital Management, Inc.$555,399,705555,399,705
BCS Wealth Management$555,097,231555,097,231
Moment Partners, LLC$554,910,263554,910,263
Community Bank & Trust, Waco, Texas$554,510,000554,510,000
CM WEALTH ADVISORS LLC$554,416,507554,416,507
Bricktown Capital, LLC$553,474,758553,474,758
Kultura Capital Management LP$553,399,633553,399,633
Garden State Investment Advisory Services LLC$552,991,814552,991,814
MOLLER WEALTH PARTNERS$552,823,518552,823,518
TWINBEECH CAPITAL LP$552,561,335552,561,335
Triumph Capital Management$552,025,522552,025,522
CYPRESS POINT INVESTMENT MANAGEMENT LP$551,727,289551,727,289
Genoa Capital Gestora de Recursos Ltda.$551,177,674551,177,674
Warberg Asset Management LLC$551,114,976551,114,976
Pacific Ridge Capital Partners, LLC$550,991,818550,991,818
Prestige Wealth Management Group LLC$550,844,515550,844,515
ITHAKA GROUP LLC$550,799,909550,799,909
Lead Edge Capital Management, LLC$550,379,596550,379,596
KICKSTAND VENTURES, LLC.$550,308,228550,308,228
LANDAAS & CO /WI /ADV$549,651,404549,651,404
Simcoe Capital Management, LLC$549,313,048549,313,048
Harbour Capital Advisors, LLC$549,115,766549,115,766
G2 Investment Partners Management LLC$548,895,160548,895,160
ROWLANDMILLER & PARTNERS.ADV$548,585,657548,585,657
MALTESE CAPITAL MANAGEMENT LLC$548,574,534548,574,534
EWA, LLC$548,091,890548,091,890
Clare Market Investments LLC$548,069,747548,069,747
Coyle Financial Counsel LLC$547,958,014547,958,014
Stonebrook Private Inc.$547,696,473547,696,473
CoreView Capital Management Ltd$547,133,302547,133,302
Rossby Financial, LCC$547,124,523547,124,523
Brooklyn FI, LLC$546,888,989546,888,989
DE BURLO GROUP INC$546,638,059546,638,059
USA FINANCIAL FORMULAS$546,244,125546,244,125
Hamilton Wealth, LLC$546,231,052546,231,052
Lantz Financial LLC$546,150,421546,150,421
AR ASSET MANAGEMENT INC$546,063,000546,063,000
Q3 Asset Management$546,005,000546,005,000
Stordahl Capital Management, Inc.$545,945,266545,945,266
TBH Global Asset Management, LLC$545,895,911545,895,911
Trigran Investments, Inc.$545,280,339545,280,339
Drummond Knight Asset Management Pty Ltd$544,849,689544,849,689
FWL INVESTMENT MANAGEMENT, LLC$544,707,577544,707,577
Riverpoint Wealth Management Holdings, LLC$544,303,894544,303,894
Privium Fund Management B.V.$544,216,295544,216,295
Broad Peak Investment Advisers Pte Ltd$544,098,963544,098,963
Abacus FCF Advisors LLC$544,006,218544,006,218
TOWNSQUARE CAPITAL LLC$543,916,796543,916,796
COERENTE CAPITAL MANAGEMENT$543,259,922543,259,922
BECK CAPITAL MANAGEMENT, LLC$543,150,886543,150,886
Madrona Financial Services, LLC$542,590,855542,590,855
Lafayette Investments, Inc.$542,436,968542,436,968
F&V Capital Management, LLC$542,266,000542,266,000
LOUISBOURG INVESTMENTS INC.$542,058,827542,058,827
CV Advisors LLC$541,877,662541,877,662
Artia Global Partners LP$541,855,576541,855,576
WESTERLY CAPITAL MANAGEMENT, LLC$541,778,793541,778,793
CLEAR WAVE WEALTH MANAGEMENT LLC$541,471,764541,471,764
CHEMUNG CANAL TRUST CO$541,205,113541,205,113
DAGCO, INC.$541,059,672541,059,672
Verde Capital Management$540,858,805540,858,805
Wagner Wealth Management, LLC$540,581,149540,581,149
Cander Asset Management LP$540,269,541540,269,541
Mandatum Life Insurance Co Ltd$540,144,597540,144,597
Regent Peak Wealth Advisors LLC$540,128,695540,128,695
Northwest Quadrant Wealth Management, LLC$540,039,599540,039,599
DecisionPoint Financial, LLC$539,863,507539,863,507