Skip to content
Disclosery

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 00:40:03 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
BankPlus Trust Department$427,521,333427,521,333
Sound Capital Solutions LLC$427,438,865427,438,865
Tradewinds, LLC.$427,393,430427,393,430
Dockside LLC$427,378,714427,378,714
DSC Meridian Capital LP$427,163,839427,163,839
Ironsides Asset Advisors, LLC$426,889,895426,889,895
Vermillion Wealth Management, Inc.$426,548,317426,548,317
PRAIRIE ADVISORY, LLC$426,417,838426,417,838
Ruedi Wealth Management, Inc.$426,302,897426,302,897
AyurMaya Capital Management Company, LP$426,031,355426,031,355
Lifelong Wealth Advisors, Inc.$425,622,985425,622,985
Go Invest LLC$425,545,554425,545,554
Ashoka WhiteOak Capital Pte Ltd$425,281,516425,281,516
Wealth Management Partners, LLC$425,003,141425,003,141
Sterling Investment Counsel, LLC$424,849,196424,849,196
Rinkey Investments$424,807,105424,807,105
Lester Murray Antman dba SimplyRich$424,648,000424,648,000
SWMG, LLC$424,459,552424,459,552
Fivespan Partners, LP$424,315,137424,315,137
AMJ Financial Wealth Management$424,006,086424,006,086
Myriad Asset Management Advisors LLC$423,776,000423,776,000
Meredith Wealth Planning$423,707,713423,707,713
Wood Tarver Financial Group, LLC$423,604,000423,604,000
AVALON CAPITAL MANAGEMENT$423,386,149423,386,149
WHITE PINE CAPITAL LLC$423,222,430423,222,430
Miller Value Partners, LLC$423,070,057423,070,057
BIRINYI ASSOCIATES INC$422,729,000422,729,000
M3F, Inc.$422,171,000422,171,000
Westwind Capital$422,083,000422,083,000
GLOBE LIFE INC.$421,612,883421,612,883
RENAISSANCERE HOLDINGS LTD$421,495,030421,495,030
Atlatl Advisers LLC$421,145,945421,145,945
DELTA FINANCIAL ADVISORS LLC$421,047,049421,047,049
EnRich Financial Partners LLC$420,978,663420,978,663
Compass Advisory Group LLC$420,797,065420,797,065
PIER 88 INVESTMENT PARTNERS LLC$420,731,669420,731,669
Fruth Investment Management$420,620,000420,620,000
PYA Waltman Capital, LLC$420,553,761420,553,761
True Wealth Design, LLC$420,455,088420,455,088
ETF Portfolio Partners, Inc.$420,376,468420,376,468
ATTICUS WEALTH MANAGEMENT, LLC$420,122,882420,122,882
LIBERTY SQUARE WEALTH PARTNERS LLC$419,865,360419,865,360
UNIVERSITY OF CHICAGO$419,720,579419,720,579
BALLAST ADVISORS LLC$419,710,347419,710,347
Prairie Wealth Advisors, Inc.$419,615,239419,615,239
325 CAPITAL LLC$419,496,368419,496,368
ROMAN BUTLER FULLERTON & CO$419,144,509419,144,509
Xcel Wealth Management, LLC$419,087,595419,087,595
Nut Tree Capital Management, LP$419,014,023419,014,023
Daybright Advisory Services, Inc.$418,948,545418,948,545
SOMERVILLE KURT F$418,804,118418,804,118
Thiel Macro LLC$418,666,506418,666,506
Sunflower Bank, N.A.$418,348,911418,348,911
New England Capital Financial Advisors LLC$418,262,699418,262,699
Centurion Wealth Management LLC$418,232,048418,232,048
TSP Capital Management Group, LLC$418,006,178418,006,178
Landmark Wealth Management, LLC$417,875,381417,875,381
Concentrum Wealth Management$417,834,834417,834,834
Vestwell Advisors, LLC$417,819,311417,819,311
Resolute Advisors LLC$417,455,704417,455,704
Almitas Capital LLC$417,358,165417,358,165
CONSILIO WEALTH ADVISORS, LLC$417,349,406417,349,406
Seascape Capital Management$417,344,000417,344,000
EPG Wealth Management LLC$417,326,944417,326,944
CIM INVESTMENT MANAGEMENT INC$417,216,417417,216,417
STEVENS CAPITAL MANAGEMENT LP$416,641,000416,641,000
ANCHYRA PARTNERS LLC$416,389,973416,389,973
Revisor Wealth Management LLC$416,169,670416,169,670
ROSENBLUM SILVERMAN SUTTON S F INC /CA$416,162,299416,162,299
Fi3 FINANCIAL ADVISORS, LLC$416,116,393416,116,393
CAPITAL WEALTH MANAGEMENT, LLC$415,887,479415,887,479
Prasad Wealth Partners, LLC$415,562,958415,562,958
Walter Public Investments Inc.$415,513,521415,513,521
BigSur Wealth Management LLC$415,496,743415,496,743
Squire Investment Management Company, LLC$415,305,295415,305,295
KFA Private Wealth Group, LLC$415,234,547415,234,547
Oldfield Partners LLP$414,830,820414,830,820
Winthrop Capital Management, LLC$414,086,000414,086,000
Pioneer Wealth Management Group$413,935,618413,935,618
Measured Wealth Private Client Group, LLC$413,733,816413,733,816
COLTON GROOME FINANCIAL ADVISORS, LLC$413,630,182413,630,182
RFG - Bristol Wealth Advisors, LLC$413,628,287413,628,287
Hudson Capital Management LLC$413,626,295413,626,295
Vision Retirement, LLC$413,622,341413,622,341
BNC WEALTH MANAGEMENT, LLC$413,550,978413,550,978
Siena Capital Partners GP, LLC$413,423,349413,423,349
Synergy Investment Management, LLC$413,371,736413,371,736
WP Advisors, LLC$413,332,418413,332,418
JRM Investment Counsel, LLC$413,299,533413,299,533
CYPRESS FINANCIAL PLANNING LLC$412,919,106412,919,106
Kanen Wealth Management LLC$412,580,217412,580,217
Hilltop Partners LLC$412,351,224412,351,224
Kiltearn Partners LLP$412,123,139412,123,139
EntryPoint Capital, LLC$412,064,875412,064,875
TOBAM$411,935,000411,935,000
WealthCare Investment Partners, LLC$411,749,432411,749,432
MCDONALD PARTNERS LLC$411,742,758411,742,758
Accretive Wealth Partners, LLC$411,628,410411,628,410
Taylor Hoffman Capital Management LLC$411,596,854411,596,854
Prism Advisors, Inc.$411,581,709411,581,709