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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 05:17:16 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
SEGRA CAPITAL MANAGEMENT, LLC$495,634,661495,634,661
Blankinship & Foster, LLC$495,491,744495,491,744
Compton Wealth Advisory Group, LLC$495,429,961495,429,961
Integris Wealth Management, LLC$495,213,170495,213,170
Fairvoy Private Wealth, LLC$494,788,962494,788,962
Act Two Investors LLC$494,743,497494,743,497
Fermata Advisors, LLC$494,523,036494,523,036
Carlson Capital, L.P.$494,395,234494,395,234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494,196,614494,196,614
MARS JEWETT FINANCIAL GROUP, INC.$494,078,616494,078,616
Maxi Investments CY Ltd$494,049,000494,049,000
MARATHON CAPITAL MANAGEMENT$493,931,367493,931,367
AUGUSTINE ASSET MANAGEMENT INC$493,878,927493,878,927
Benin Management CORP$493,830,701493,830,701
SIEMENS AG$493,715,451493,715,451
Dash Acquisitions Inc.$493,676,195493,676,195
Spider Management Company, LLC$493,364,414493,364,414
HIGHLINE WEALTH PARTNERS LLC$493,035,756493,035,756
Fulcrum Capital LLC$492,928,114492,928,114
Pinpoint Asset Management (Singapore) Pte. Ltd.$492,819,748492,819,748
Uniting Wealth Partners, LLC$492,497,302492,497,302
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$491,787,950491,787,950
Cypress Point Wealth Management, LLC$491,605,483491,605,483
Marion Wealth Management$491,494,185491,494,185
Bellars Harris Wealth Management, LLC$491,284,784491,284,784
MORTON COMMUNITY BANK$491,009,257491,009,257
Bulltick Wealth Management, LLC$490,340,724490,340,724
FORTEM FINANCIAL GROUP, LLC$490,318,889490,318,889
Summit Wealth Group, LLC$490,279,362490,279,362
Timber Creek Capital Management LLC$489,906,437489,906,437
Waterway Wealth Management, LLC$489,735,037489,735,037
Ancient Art, L.P.$489,387,995489,387,995
Atlantic Edge Private Wealth Management, LLC$489,359,151489,359,151
Montis Financial, LLC$489,090,661489,090,661
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$489,087,343489,087,343
COLLECTIVE FAMILY OFFICE LLC$489,054,851489,054,851
Dunhill Financial, LLC$489,002,708489,002,708
Retirement Management Systems Inc.$488,463,696488,463,696
Rempart Asset Management Inc.$487,882,055487,882,055
von Borstel & Associates, Inc.$487,746,000487,746,000
Weaver Consulting Group$487,742,272487,742,272
O'Keefe Stevens Advisory, Inc.$487,664,256487,664,256
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$487,393,740487,393,740
Lineage Point Capital LP$487,282,426487,282,426
ENDEAVOUR CAPITAL ADVISORS INC$487,281,556487,281,556
Parisi Gray Wealth Management$487,151,051487,151,051
Wealth Advisory Solutions, LLC$487,142,593487,142,593
MONETARY MANAGEMENT GROUP INC$486,734,334486,734,334
Lorne Steinberg Wealth Management Inc.$486,633,547486,633,547
HARVEY CAPITAL MANAGEMENT INC$486,245,503486,245,503
Vodafone Ventures Ltd$486,219,083486,219,083
Genworth Financial Inc$486,124,194486,124,194
Berkeley Capital Partners, LLC$485,901,852485,901,852
VAQUERO PRIVATE WEALTH, LTD$485,882,929485,882,929
FIRST WILSHIRE SECURITIES MANAGEMENT INC$485,701,685485,701,685
WALLER FINANCIAL PLANNING GROUP, INC$485,629,107485,629,107
Plan Group Financial, LLC$485,544,418485,544,418
Stephens Greth Foundation$485,223,455485,223,455
Cadent Capital Advisors, LLC$485,069,392485,069,392
Crestview Partners IV GP, L.P.$484,924,440484,924,440
Field & Main Bank$484,840,794484,840,794
Ashford Advisors, LLC$484,785,470484,785,470
FOURSIXTHREE CAPITAL LP$484,675,003484,675,003
Prentice Wealth Management LLC$484,436,457484,436,457
WEDGEWOOD PARTNERS INC$484,433,173484,433,173
Global View Capital Management LLC$484,420,421484,420,421
Shengqi Capital (Hong Kong) Ltd$483,747,321483,747,321
Aspire Private Capital, LLC$483,727,970483,727,970
Heartland Bank & Trust Co$483,287,798483,287,798
Sciencast Management LP$482,425,876482,425,876
CAPITAL CITY TRUST CO/FL$482,228,544482,228,544
Storgate, LLC$482,079,621482,079,621
Sage Capital Advisors,llc$481,915,605481,915,605
Stewardship Advisors, LLC$481,448,541481,448,541
Winch Advisory Services, LLC$481,405,946481,405,946
BENDER ROBERT & ASSOCIATES$481,200,232481,200,232
Mudita Advisors LLP$481,045,547481,045,547
NovaPoint Capital, LLC$480,880,876480,880,876
Hurlow Wealth Management Group, Inc.$480,634,097480,634,097
Mason & Associates, LLC$480,573,022480,573,022
Old Mission Investment Co LLC$480,531,226480,531,226
Standard General L.P.$480,244,571480,244,571
Napier Financial, LLC$479,956,445479,956,445
Marino Management, LLC$479,931,765479,931,765
CONTINENTAL GENERAL INSURANCE CO$479,555,359479,555,359
CAZ INVESTMENTS LP$479,393,401479,393,401
Farmers National Bank$479,249,691479,249,691
Bank of New Hampshire$479,234,051479,234,051
VALUEWORKS LLC$479,205,693479,205,693
Triune Financial Partners, LLC$478,880,739478,880,739
Kraft, Davis & Associates, LLC$478,787,266478,787,266
May Hill Capital, LLC$478,739,787478,739,787
Evernest Financial Advisors, LLC$478,144,203478,144,203
Barry Investment Advisors, LLC$478,072,874478,072,874
Knox Lane LP$478,019,093478,019,093
Mattson Financial Services, LLC$477,759,914477,759,914
Palumbo Wealth Management LLC$477,620,448477,620,448
Cornerstone Wealth Advisors, Inc.$477,174,202477,174,202
Standpoint Asset Management, LLC$476,987,028476,987,028
RFG Holdings, Inc.$476,871,999476,871,999