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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 05:18:03 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
United Wealth Management, LLC$444,406,496444,406,496
Accel Wealth Management$444,377,868444,377,868
Arjuna Capital$444,304,218444,304,218
Wakefield Asset Management LLLP$444,233,453444,233,453
Tidemark, LLC$444,205,946444,205,946
Venator Management LLC$444,042,160444,042,160
Empirical Asset Management, LLC$444,014,115444,014,115
SK Wealth Management, LLC$443,989,645443,989,645
VANCE WEALTH, LLC$443,707,879443,707,879
Duncan Williams Asset Management, LLC$443,610,227443,610,227
TrueWealth Advisors, LLC$443,553,666443,553,666
PRINCETON CAPITAL MANAGEMENT LLC$443,398,881443,398,881
Peak Planning Group, LLC$443,130,265443,130,265
ADAMS STREET PARTNERS LLC$442,653,630442,653,630
Bouvel Investment Partners, LLC$442,300,033442,300,033
Franklin, Parlapiano, Turner & Welch, LLC$442,248,929442,248,929
HWG Holdings LP$442,200,323442,200,323
Cerro Pacific Wealth Advisors LLC$442,181,271442,181,271
Sagewood Asset Management LP$442,048,056442,048,056
DOLIVER ADVISORS, LP$441,942,913441,942,913
TWIN PEAKS WEALTH ADVISORS, LLC$441,522,674441,522,674
EdgeRock Capital LLC$441,347,281441,347,281
Alta Advisers Ltd$441,197,990441,197,990
PIONEER TRUST BANK N A/OR$441,075,511441,075,511
Morton Brown Family Wealth, LLC$441,075,373441,075,373
Cardinal Strategic Wealth Guidance$441,029,618441,029,618
LONG WALK MANAGEMENT LP$440,832,379440,832,379
DROMS STRAUSS ADVISORS INC /MO/ /ADV$440,502,129440,502,129
Roberts Wealth Advisors, LLC$440,261,730440,261,730
Euclidean Capital LLC$439,836,054439,836,054
Turiya Advisors Asia Ltd$439,562,747439,562,747
New Capital Management LP$439,045,818439,045,818
OnyxPoint Global Management LP$438,933,776438,933,776
HighVista Strategies LLC$438,599,158438,599,158
Bridge City Capital, LLC$438,141,585438,141,585
Astoria Strategic Wealth, Inc.$437,787,059437,787,059
CITIZENS & NORTHERN CORP$437,695,942437,695,942
Prudent Man Advisors, LLC$437,544,892437,544,892
Fairway Wealth LLC$437,381,210437,381,210
Strategic Investment Solutions, Inc. /IL$437,278,332437,278,332
Westend Capital Management, LLC$437,153,384437,153,384
IDG-Accel China Capital II Associates L.P.$436,787,445436,787,445
City State Bank$436,416,689436,416,689
Boltwood Capital Management$436,405,177436,405,177
Aquire Wealth Advisors, LLC$436,330,322436,330,322
Prosperity Planning, Inc.$436,300,552436,300,552
MONARCH CAPITAL MANAGEMENT INC$436,182,743436,182,743
Bare Financial Services, Inc$435,853,250435,853,250
Able Wealth Management LLC$435,835,564435,835,564
Peak Financial Management, Inc.$435,533,558435,533,558
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York$435,348,838435,348,838
Goodman Advisory Group, LLC$435,036,211435,036,211
Lionstone Capital Management LLC$434,997,855434,997,855
MPS Loria Financial Planners, LLC$434,983,245434,983,245
One Charles Private Wealth Services, LLC$434,461,441434,461,441
Cape Ann Asset Management Ltd$434,413,777434,413,777
Carr Financial Group Corp$434,390,726434,390,726
New Republic Capital, LLC$434,176,909434,176,909
Neo Ivy Capital Management$434,039,730434,039,730
HUSSMAN STRATEGIC ADVISORS, INC.$434,028,328434,028,328
Divisar Capital Management LLC$433,982,867433,982,867
Seafarer Capital Partners, LLC$433,944,162433,944,162
CLARK ESTATES INC/NY$433,712,042433,712,042
Bay Harbor Wealth Management, LLC$433,591,875433,591,875
BRC Group Holdings, Inc.$433,573,984433,573,984
Creative Capital Management Investments LLC$433,460,363433,460,363
Shah Wealth Advisors, LLC$433,297,898433,297,898
Safeguard Investment Advisory Group, LLC$433,118,628433,118,628
HEIGHTS CAPITAL MANAGEMENT, INC$433,069,622433,069,622
Intergy Private Wealth, LLC$433,004,712433,004,712
Greenstone Partners & Co., LLC$432,596,197432,596,197
Cornerstone Planning, LLC$432,340,072432,340,072
Grandeur Peak Global Advisors, LLC$432,052,106432,052,106
Investment Planning Advisors, Inc.$431,816,550431,816,550
MONIMUS CAPITAL MANAGEMENT, LP$431,796,008431,796,008
Gradient Capital Advisors, LLC$431,784,080431,784,080
Blueshift Asset Management, LLC$431,749,300431,749,300
Boundless Plain Holdings Ltd$431,609,098431,609,098
SIEMENS PENSION TRUST E V$431,290,974431,290,974
BWM Planning, LLC$431,248,927431,248,927
Ripple Effect Asset Management LP$431,236,999431,236,999
CCG WEALTH MANAGEMENT, LLC$431,111,866431,111,866
Private Wealth Management Group, LLC$431,022,761431,022,761
CAT ROCK CAPITAL MANAGEMENT LP$431,015,692431,015,692
Doma Perpetual Capital Management LLC$430,810,845430,810,845
BOS Asset Management, LLC$430,713,619430,713,619
PSI Advisors, LLC$430,452,641430,452,641
Fusion Capital, LLC$430,432,653430,432,653
Luminvest Wealth Management LLC$430,335,397430,335,397
West Branch Capital LLC$430,263,028430,263,028
Rakuten Securities, Inc.$430,206,301430,206,301
Strategic Family Wealth Counselors, L.L.C.$429,961,986429,961,986
Prostatis Group LLC$429,393,821429,393,821
Virtus Investment Advisers, LLC$429,237,907429,237,907
Main Street Group, LTD$429,190,921429,190,921
Navalign, LLC$429,112,891429,112,891
LEGACY FINANCIAL GROUP, INC.$428,533,906428,533,906
TRUEFG, LLC$428,224,299428,224,299
Straight Path Wealth Management$427,812,303427,812,303
BOONE CAPITAL MANAGEMENT LLC$427,536,296427,536,296