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 03:01:26 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
ENDEAVOR PRIVATE WEALTH, INC.$411,501,961411,501,961
McMill Wealth Management$411,396,491411,396,491
Inlet Private Wealth, LLC$411,329,156411,329,156
Alpine Investment Management Ltd$411,197,409411,197,409
ELEVATUS WELATH MANAGEMENT$411,138,835411,138,835
Aspiring Ventures, LLC$411,131,596411,131,596
Financial Perspectives, Inc$410,865,266410,865,266
Gavilan Investment Partners LLC$410,764,178410,764,178
First Washington CORP$410,527,684410,527,684
Henrickson Nauta Wealth Advisors, Inc.$410,450,629410,450,629
Acorn Wealth Advisors, LLC$410,315,561410,315,561
Strata Wealth Advisors, LLC$410,032,773410,032,773
Pinnacle Financial Group, LLC / IL$409,737,876409,737,876
HFR Wealth Management, LLC$409,691,759409,691,759
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$409,489,738409,489,738
Ifrah Financial Services, Inc.$409,459,599409,459,599
DKRT Investments Corp.$409,254,328409,254,328
Rock Point Advisors, LLC$408,909,239408,909,239
Rooted Wealth Advisors, Inc.$408,484,924408,484,924
Sicart Associates LLC$408,399,241408,399,241
TIFF ADVISORY SERVICES, LLC$407,871,410407,871,410
Polunin Capital Partners Ltd$407,418,000407,418,000
INCEPTIONR LLC$407,403,482407,403,482
EQ LLC$407,206,621407,206,621
Amicus Financial Advisors, LLC$407,000,836407,000,836
RETIREMENT FINANCIAL SOLUTIONS, LLC$406,790,772406,790,772
PLATINUM INVESTMENT MANAGEMENT LTD$406,746,419406,746,419
KETTLE HILL CAPITAL MANAGEMENT, LLC$406,353,868406,353,868
Bond & Devick Financial Network, Inc.$406,147,254406,147,254
Warner Group LLC$406,050,682406,050,682
FCA CORP /TX$405,960,363405,960,363
Tactive Advisors, LLC$405,918,114405,918,114
ARK & TLK INVESTMENTS, LLC$405,899,590405,899,590
Whitefort Capital Management, LP$405,697,852405,697,852
Headland Capital, LLC$405,536,948405,536,948
Benchmark Financial Wealth Advisors, LLC$405,479,707405,479,707
Cisco Systems, Inc.$405,215,728405,215,728
Modus Advisors, LLC$404,975,025404,975,025
TUCKER ASSET MANAGEMENT LLC$404,827,973404,827,973
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$404,569,052404,569,052
Seaside Wealth Management, Inc.$404,553,247404,553,247
ROBERTS GLORE & CO INC /IL/$404,442,563404,442,563
Buckley Wealth Management, LLC$404,335,744404,335,744
BUTENSKY & COHEN FINANCIAL SECURITY, INC$404,262,723404,262,723
PROATHLETE WEALTH MANAGEMENT LLC$404,049,000404,049,000
McElhenny Sheffield Capital Management, LLC$403,780,444403,780,444
Arcataur Capital Management LLC$403,496,176403,496,176
WBI INVESTMENTS, LLC$403,489,142403,489,142
BURKE & HERBERT BANK & TRUST CO$403,412,403403,412,403
OLIO Financial Planning$403,108,275403,108,275
Clean Yield Group$403,004,273403,004,273
OGOREK ANTHONY JOSEPH /NY/ /ADV$402,722,000402,722,000
Manske Wealth Management$402,704,892402,704,892
Grandview Asset Management LLC$402,573,825402,573,825
Sterling Wealth Management, Inc.$402,291,078402,291,078
Grace & Mercy Foundation, Inc.$401,697,761401,697,761
Cliffwater LLC$401,664,141401,664,141
PING CAPITAL MANAGEMENT, INC.$400,976,283400,976,283
Heritage Wealth Management, Inc.$400,838,467400,838,467
ABSOLUTE CAPITAL MANAGEMENT, LLC$400,813,992400,813,992
PHYSICIANS FINANCIAL SERVICES, INC.$400,743,000400,743,000
Wealth Group, Ltd.$400,743,000400,743,000
Redmond Asset Management, LLC$400,700,527400,700,527
INTERCAPITAL, LLC$400,579,990400,579,990
OLP CAPITAL MANAGEMENT Ltd$400,046,004400,046,004
Presidio Capital Management, LLC$399,936,295399,936,295
TriaGen Wealth Management LLC$399,828,241399,828,241
Elmwood Wealth Management, Inc.$399,799,751399,799,751
FIDUCIARY FAMILY OFFICE, LLC$399,787,596399,787,596
Sandy Cove Advisors, LLC$399,771,049399,771,049
Argent Advisors, Inc.$399,664,681399,664,681
SAYBROOK CAPITAL /NC$399,512,732399,512,732
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.$399,459,446399,459,446
Three Bridge Wealth Advisors, LLC$399,348,320399,348,320
FSA WEALTH PARTNERS, INC.$399,321,798399,321,798
LANDMARK INVESTMENT PARTNERS, L.P.$399,287,327399,287,327
Kerrisdale Advisers, LLC$399,224,815399,224,815
BLUEFIN CAPITAL MANAGEMENT, LLC$399,186,718399,186,718
Valtinson Bruner Financial Planning LLC$399,091,137399,091,137
VCI Wealth Management LLC$398,941,497398,941,497
COWA, LLC$398,640,474398,640,474
WorthPointe, LLC$398,586,109398,586,109
Alfreton Capital LLP$398,574,505398,574,505
Hudson Value Partners, LLC$398,501,590398,501,590
Summit Investment Advisory Services, LLC$398,462,797398,462,797
Shoker Investment Counsel, Inc.$398,387,773398,387,773
Stiles Financial Services Inc$398,164,263398,164,263
Fischer Financial Services, Inc.$398,050,771398,050,771
Elmind Capital, LP$398,034,838398,034,838
VISTA INVESTMENT PARTNERS LLC$397,357,795397,357,795
Brown Miller Wealth Management, LLC$397,202,318397,202,318
Newton One Investments LLC$397,091,124397,091,124
Pathway Financial Advisers, LLC$396,926,479396,926,479
Net Worth Advisory Group$396,903,637396,903,637
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$396,200,937396,200,937
SHIKIAR ASSET MANAGEMENT INC$395,819,000395,819,000
Kidder Stephen W$395,568,575395,568,575
Holowesko Partners Ltd.$394,978,730394,978,730
STEPH & CO$394,967,758394,967,758
Knuff & Co LLC$394,898,988394,898,988