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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 01:26:15 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Investment Advisory Group, LLC$461,009,142461,009,142
SECTOR GAMMA AS$460,970,513460,970,513
JOHO CAPITAL LLC$460,415,765460,415,765
Generali Investments, Management Co LLC$460,337,177460,337,177
ALPINE WOODS CAPITAL INVESTORS, LLC$460,170,532460,170,532
DeDora Capital, Inc.$460,099,998460,099,998
RIA Advisory Group LLC$459,569,943459,569,943
Atwater Malick LLC$459,121,198459,121,198
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$459,025,037459,025,037
VELA Investment Management, LLC$458,969,500458,969,500
Syverson Strege & Co$458,879,937458,879,937
RDA Financial Network$458,761,457458,761,457
Peterson Wealth Services$458,713,433458,713,433
G2 CAPITAL MANAGEMENT, LLC / OH$458,598,164458,598,164
Coleford Investment Management Ltd.$458,504,326458,504,326
Global Assets Advisory, LLC$458,348,500458,348,500
Seven Springs Wealth Group, LLC$458,092,005458,092,005
AllGen Financial Advisors, Inc.$457,983,215457,983,215
Strategic Advisors LLC$457,212,324457,212,324
Westmount Partners, LLC$457,093,393457,093,393
Atlas Private Wealth Advisors$456,815,489456,815,489
Carmel Capital Management L.L.C.$456,372,109456,372,109
Canal Insurance CO$456,297,000456,297,000
Warther Private Wealth, LLC$455,939,133455,939,133
CARDEROCK CAPITAL MANAGEMENT INC$455,763,438455,763,438
Legacy Wealth Asset Management, LLC$455,634,887455,634,887
CLG LLC$455,428,643455,428,643
Cordatus Wealth Management LLC$455,332,219455,332,219
NATURAL INVESTMENTS, LLC$455,247,000455,247,000
Colony Family Offices, LLC$455,054,549455,054,549
Miramar Capital, LLC$454,965,409454,965,409
Bulldog Investors, LLP$454,726,849454,726,849
Lisanti Capital Growth, LLC$454,583,686454,583,686
Highland Financial Advisors, LLC$454,576,962454,576,962
Progressive Investment Management Corp$454,363,637454,363,637
GSG Advisors LLC$454,319,236454,319,236
Markowski Investments$454,207,685454,207,685
INTEGRAL INVESTMENT ADVISORS, INC.$453,959,176453,959,176
Weaver Capital Management LLC$453,883,378453,883,378
Gray Foundation$453,743,732453,743,732
BEAM WEALTH ADVISORS, INC.$453,416,510453,416,510
Indigo Partners LLC$453,031,168453,031,168
Aspen Capital Management, LLC$452,975,875452,975,875
BOSTON RESEARCH & MANAGEMENT INC$452,634,705452,634,705
Bitwise Funds Trust$452,444,463452,444,463
Brand Asset Management Group, Inc.$452,367,548452,367,548
Freedom Day Solutions, LLC$451,965,697451,965,697
WINMILL & CO. INC$451,652,565451,652,565
Remedium Capital Partners, LLC$451,627,235451,627,235
Ironwood Wealth Management, LLC.$451,233,238451,233,238
Endure Capital Management, LLC$450,829,001450,829,001
LPWM LLC$450,719,615450,719,615
CWS Financial Advisors, LLC$450,648,914450,648,914
RIPOSTE CAPITAL LLC$450,567,900450,567,900
BARD ASSOCIATES INC$450,548,992450,548,992
Anchorage Capital Group, L.L.C.$450,457,456450,457,456
KELLY FINANCIAL GROUP LLC$450,059,536450,059,536
RWC ASSET ADVISORS (US) LLC$449,569,394449,569,394
Strengthening Families & Communities, LLC$449,561,747449,561,747
Diligent Investors, LLC$449,050,757449,050,757
Cincinnati Specialty Underwriters Insurance CO$448,986,174448,986,174
Bregal Sagemount IV General Partner Jersey Ltd$448,960,617448,960,617
GARDNER LEWIS ASSET MANAGEMENT L P$448,901,257448,901,257
CONTINENTAL GRAIN CO$448,262,427448,262,427
PCG Wealth Advisors, LLC$448,236,766448,236,766
Pacific Center for Financial Services$448,187,750448,187,750
Hartford Financial Management Inc.$448,177,323448,177,323
Warren Street Wealth Advisors, LLC$448,145,521448,145,521
Windmill Hill Asset Management Ltd$448,093,707448,093,707
One Degree Advisors Inc$448,029,000448,029,000
Mudrick Capital Management, L.P.$447,928,109447,928,109
WealthTrust Axiom LLC$447,622,046447,622,046
Wealthspring Capital LLC$447,567,318447,567,318
Level Financial Advisors$447,535,251447,535,251
Watchman Group, Inc.$447,407,604447,407,604
Dynamic Technology Lab Private Ltd$447,386,000447,386,000
SYQUANT CAPITAL SAS$447,183,000447,183,000
BROWN WEALTH MANAGEMENT, LLC$447,180,367447,180,367
Flagstone Financial Management$447,163,961447,163,961
O'Neil Global Advisors, Inc.$447,107,623447,107,623
Quadrant Private Wealth Management, LLC$446,765,137446,765,137
FLAGSHIP WEALTH ADVISORS, LLC$446,685,751446,685,751
WORLD EQUITY GROUP, INC.$446,619,752446,619,752
Wellington Shields & Co., LLC$446,454,160446,454,160
Fosun International Ltd$446,237,185446,237,185
Columbia Bank$445,963,023445,963,023
CHANNEL WEALTH LLC$445,885,805445,885,805
BROWN, LISLE/CUMMINGS, INC.$445,758,052445,758,052
Maniro Ltd$445,714,145445,714,145
Tyro Capital Management LLC$445,668,368445,668,368
Hunter Perkins Capital Management, LLC$445,574,000445,574,000
MERIDIAN MANAGEMENT CO$445,550,203445,550,203
Howard Hughes Medical Institute$445,360,854445,360,854
Legacy Wealth Partners, LLC$445,256,866445,256,866
SEARLE & CO.$445,134,298445,134,298
Tillman Hartley LLC$445,118,957445,118,957
LITTLE HOUSE CAPITAL LLC$445,104,037445,104,037
DUMONT & BLAKE INVESTMENT ADVISORS LLC$445,052,620445,052,620
CGC Financial Services, LLC$444,659,863444,659,863
Dodds Wealth, LLC$444,568,976444,568,976