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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 02:15:33 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Cove Private Wealth, LLC$517,734,354517,734,354
Activest Wealth Management$517,656,597517,656,597
Milestones Administradora de Recursos Ltda.$517,653,158517,653,158
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$517,621,974517,621,974
Operose Advisors LLC$517,459,194517,459,194
Broadleaf Partners, LLC$516,555,287516,555,287
DIVIDEND ASSETS CAPITAL, LLC$516,549,373516,549,373
PRUDENT INVESTORS NETWORK, INC.$516,318,796516,318,796
Fortitude Family Office, LLC$515,997,589515,997,589
Searchlight Capital Partners, L.P.$515,867,961515,867,961
Vickerman Investment Advisors, Inc.$515,112,409515,112,409
Curtis Advisory Group, LLC$514,885,587514,885,587
BENEDICT FINANCIAL ADVISORS INC$514,720,954514,720,954
Total Clarity Wealth Management, Inc.$514,653,592514,653,592
Aristides Capital LLC$514,225,505514,225,505
Leverty Financial Group, LLC$514,143,254514,143,254
ENTRUST GLOBAL PARTNERS L L C$514,113,282514,113,282
Navigation Group, LLC$514,072,409514,072,409
FTV Management Company, L.P.$513,789,602513,789,602
Alliance Wealth Management Group$513,705,404513,705,404
CYPRESS ASSET MANAGEMENT INC/TX$513,641,219513,641,219
BCM ADVISORS, LLC$513,630,128513,630,128
Aspire Capital Advisors LLC$513,541,056513,541,056
Beacon Harbor Wealth Advisors, Inc.$513,243,731513,243,731
IAM Advisory, LLC$513,233,811513,233,811
Detalus Advisors, LLC$513,096,541513,096,541
RB Capital Management, LLC$512,918,426512,918,426
Bull Harbor Capital LLC$512,819,090512,819,090
Naria Inc.$512,562,833512,562,833
Magnitude Capital, LLC$512,390,144512,390,144
Retirement Solution LLC$511,443,156511,443,156
Tempus Wealth Planning, LLC$511,350,340511,350,340
Next Level Private LLC$510,511,747510,511,747
Medina Value Partners, LLC$510,385,208510,385,208
Midwest Professional Planners, LTD.$510,299,229510,299,229
WELCH CAPITAL PARTNERS LLC/NY$510,257,000510,257,000
Richard P Slaughter Associates Inc$510,083,938510,083,938
Timothy G. Youngquist 2020 Irrevocable Trust$510,033,735510,033,735
Spruce Street Capital LP$509,681,144509,681,144
Towneley Capital Management, Inc / DE$509,492,177509,492,177
Castle Rock Wealth Management, LLC$509,437,007509,437,007
Alibaba Group Holding Ltd$509,372,952509,372,952
Aries Wealth Management$509,284,499509,284,499
Financial Sense Advisors, Inc.$508,435,427508,435,427
Renaissance Investment Group LLC$508,399,368508,399,368
HOURGLASS CAPITAL, LLC$508,360,778508,360,778
55 North Private Wealth, LLC$508,231,220508,231,220
MCRAE CAPITAL MANAGEMENT INC$508,144,964508,144,964
Beacon Financial Advisory LLC$508,012,306508,012,306
Integrated Investment Consultants, LLC$507,791,308507,791,308
Roof Eidam Maycock Peralta, LLC$507,702,962507,702,962
Old Port Advisors$507,553,279507,553,279
Liberty Street Advisors, Inc.$507,006,786507,006,786
HGC Investment Management Inc.$506,577,155506,577,155
Lightrock Netherlands B.V.$506,435,574506,435,574
Ulysses Management LLC$505,980,388505,980,388
Herold Advisors, Inc.$505,949,000505,949,000
Keenan Capital, LLC$505,756,118505,756,118
Rialto Wealth Management, LLC$505,324,806505,324,806
one8zero8, LLC$504,954,903504,954,903
Eldridge Investment Advisors, Inc.$504,872,995504,872,995
BUILDER INVESTMENT GROUP INC /ADV$504,711,028504,711,028
Abound Wealth Management$503,860,926503,860,926
JPL Wealth Management, LLC$503,835,011503,835,011
Triangle Securities Wealth Management$503,736,247503,736,247
DDFG, Inc$503,631,753503,631,753
Hollow Brook Wealth Management LLC$503,526,719503,526,719
WealthBridge Capital Management, LLC$503,130,034503,130,034
Smith & Howard Wealth Management, LLC$503,007,484503,007,484
Beirne Wealth Consulting Services, LLC$502,575,445502,575,445
OAKMONT Corp$502,514,323502,514,323
CoreCommodity Management, LLC$501,745,960501,745,960
Wolff Financial Management LLC$501,475,077501,475,077
Planning Project LLC$501,360,166501,360,166
PEDDOCK CAPITAL ADVISORS, LLC$500,947,150500,947,150
FOUNDERS GROVE WEALTH PARTNERS, LLC$500,872,869500,872,869
PLIMOTH TRUST CO LLC$500,765,554500,765,554
Trinity Legacy Partners, LLC$500,466,498500,466,498
Headwater Capital Co Ltd$500,401,155500,401,155
BROWN CAPITAL MANAGEMENT LLC$500,203,206500,203,206
Intesa Sanpaolo Wealth Management$499,688,730499,688,730
First National Bank of Mount Dora, Trust Investment Services$499,378,456499,378,456
Twelve Points Wealth Management LLC$499,080,176499,080,176
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499,052,848499,052,848
Mezzasalma Advisors, LLC$498,328,364498,328,364
TRV GP V, LLC$498,241,492498,241,492
Grey Ledge Advisors, LLC$497,742,076497,742,076
Capital Management Associates, Inc$497,520,658497,520,658
Core Wealth Advisors, Inc.$497,477,720497,477,720
Premier Financial Group$497,292,738497,292,738
Raab & Moskowitz Asset Management LLC$497,258,687497,258,687
ALTA FOX CAPITAL MANAGEMENT, LLC$497,191,448497,191,448
Monument Capital Management$497,183,623497,183,623
Coston, McIsaac & Partners$496,962,000496,962,000
Petix & Botte Co$496,824,575496,824,575
Ackerman Capital Advisors, LLC$496,591,307496,591,307
NVWM, LLC$496,309,547496,309,547
BAYVIEW ASSET MANAGEMENT, LLC$496,294,831496,294,831
Edenbrook Capital, LLC$496,112,031496,112,031
Philadelphia Financial Management of San Francisco, LLC$495,789,783495,789,783