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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 2026-10-16 05:17:59 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
DecisionPoint Financial, LLC$539,863,507539,863,507
Aljian Capital Management, LLC$539,747,891539,747,891
Mascoma Wealth Management LLC$539,321,831539,321,831
GoalVest Advisory LLC$539,118,468539,118,468
America First Investment Advisors, LLC$538,854,353538,854,353
Keystone Wealth Services, LLC$538,602,838538,602,838
Manitou Investment Management Ltd.$537,916,728537,916,728
REVERENCE CAPITAL PARTNERS, L.P.$537,557,828537,557,828
Avion Wealth$537,404,000537,404,000
Basecamp Wealth Advisors LLC$537,385,353537,385,353
Firestone Capital Management$537,017,479537,017,479
Second Line Capital, LLC$537,014,688537,014,688
Rosenberg Matthew Hamilton$536,760,366536,760,366
Stelac Advisory Services LLC$536,557,010536,557,010
HEADINVEST, LLC$536,177,850536,177,850
WESCAP Management Group, Inc.$535,805,047535,805,047
MYCIO WEALTH PARTNERS, LLC$535,009,185535,009,185
Shulman DeMeo Asset Management LLC$535,004,241535,004,241
12 West Capital Management LP$534,704,065534,704,065
Cranbrook Wealth Management, LLC$534,353,983534,353,983
SailingStone Capital Partners LLC$534,302,785534,302,785
BRIGADE CAPITAL MANAGEMENT, LP$534,283,544534,283,544
Sanofi$534,041,662534,041,662
RS CRUM INC.$533,379,716533,379,716
Board of Trustees of The Leland Stanford Junior University$533,053,290533,053,290
Technology Crossover Management XI, Ltd.$532,824,895532,824,895
Sovereign Investment Advisors, LLC$532,698,341532,698,341
Catalio Capital Management, LP$532,102,416532,102,416
3Chopt Investment Partners, LLC$532,096,866532,096,866
Interchange Capital Partners, LLC$531,683,654531,683,654
ICON ADVISERS INC/CO$531,589,178531,589,178
KP Management LLC$531,508,286531,508,286
Cherry Tree Wealth Management, LLC$531,505,257531,505,257
NORTHSTAR ASSET MANAGEMENT Co$530,830,553530,830,553
Fortress Investment Group LLC$530,649,141530,649,141
OLD SECOND NATIONAL BANK OF AURORA$530,495,308530,495,308
SPIRIT OF AMERICA MANAGEMENT CORP/NY$530,483,585530,483,585
Thrive Capital Management, LLC$530,463,461530,463,461
Alliance Wealth Advisors, LLC /UT$530,311,849530,311,849
Ballast, Inc.$530,232,468530,232,468
New Hampshire Trust$530,187,484530,187,484
ADAMSBROWN WEALTH CONSULTANTS LLC$530,173,576530,173,576
GARNET EQUITY CAPITAL HOLDINGS, INC.$530,014,545530,014,545
VALICENTI ADVISORY SERVICES INC$529,946,000529,946,000
Bridgewealth Advisory Group, LLC$529,863,301529,863,301
DMKC Advisory Services, LLC$529,626,255529,626,255
J. Derek Lewis & Associates Inc.$529,245,023529,245,023
Teramo Advisors, LLC$529,237,550529,237,550
First Fiduciary Investment Counsel, Inc.$529,237,000529,237,000
Keudell/Morrison Wealth Management$529,232,161529,232,161
GREAT POINT PARTNERS LLC$529,120,900529,120,900
CLEARLAKE CAPITAL GROUP, L.P.$528,638,573528,638,573
VOISARD ASSET MANAGEMENT GROUP, INC.$528,558,196528,558,196
Compass Wealth Management LLC$528,444,421528,444,421
Paragon Capital Management Ltd$527,986,570527,986,570
SILVERLAKE WEALTH MANAGEMENT LLC$527,970,564527,970,564
Webs Creek Capital Management LP$527,965,172527,965,172
Auxano Advisors, LLC$527,779,006527,779,006
Global Wealth Strategies & Associates$527,576,695527,576,695
Yelin Lapidot Holdings Management Ltd.$527,402,407527,402,407
NEW YORK LIFE INSURANCE CO$527,219,807527,219,807
Pinion Investment Advisors, LLC$526,809,897526,809,897
Altrius Capital Management Inc$526,496,572526,496,572
Merck & Co., Inc.$526,407,169526,407,169
H/2 CREDIT MANAGER LP$526,349,000526,349,000
UNIO CAPITAL LLC$526,221,039526,221,039
SHAH CAPITAL MANAGEMENT$526,212,123526,212,123
WEST MICHIGAN ADVISORS, LLC$526,135,564526,135,564
STEVENS CAPITAL PARTNERS$525,844,594525,844,594
Beverly Hills Private Wealth, LLC$524,949,596524,949,596
Decagon Asset Management LLP$524,724,011524,724,011
ALONGSIDE, LLC$524,594,105524,594,105
Beacon Bank & Trust$524,473,925524,473,925
DAFNA Capital Management LLC$524,358,409524,358,409
49 WEALTH MANAGEMENT, LLC$524,350,853524,350,853
Hedeker Wealth, LLC$524,121,071524,121,071
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$523,909,334523,909,334
Stieven Capital Advisors, L.P.$523,905,005523,905,005
INDEPENDENT INVESTORS INC$523,624,307523,624,307
WealthPLAN Partners, LLC$523,038,271523,038,271
Newman Dignan & Sheerar, Inc.$522,844,170522,844,170
Wiser Wealth Management, Inc$522,736,251522,736,251
Wealth Group Ltd$522,536,648522,536,648
Rockline Wealth Management, LLC$522,424,004522,424,004
Archer Investment Corp$522,349,945522,349,945
Adams Wealth Management$522,283,380522,283,380
Crumly & Associates Inc.$522,266,571522,266,571
Canton Hathaway, LLC$521,737,011521,737,011
Legacy Capital Wealth Partners, LLC$521,391,099521,391,099
AM INVESTMENT STRATEGIES LLC$520,682,000520,682,000
Scissortail Wealth Management, LLC$519,635,103519,635,103
Churchill Financial Advisors, LLC$519,418,029519,418,029
venBio Partners LLC$519,380,257519,380,257
Compton Financial Group, LLC$519,166,283519,166,283
MINDSET WEALTH MANAGEMENT, LLC$519,137,921519,137,921
Wendel SE$518,917,263518,917,263
GAGNON SECURITIES LLC$518,827,272518,827,272
MBM WEALTH CONSULTANTS, LLC$518,607,949518,607,949
Palo Duro Investment Partners, LP$518,294,079518,294,079
E&G Advisors, LLC$517,811,133517,811,133