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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 2026-10-15 20:26:59 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$394,753,284394,753,284
Redwood Grove Capital, LLC$394,714,148394,714,148
MIC Capital Management UK LLP$394,346,426394,346,426
Aurdan Capital Management, LLC$394,222,217394,222,217
X-Square Capital, LLC$394,063,000394,063,000
Stone Summit Wealth LLC$394,028,811394,028,811
Farmers & Merchants Trust Co of Chambersburg PA$393,980,000393,980,000
III Capital Management$393,964,662393,964,662
360 Financial, Inc.$393,701,560393,701,560
WHITE MOUNTAINS INSURANCE GROUP LTD$393,601,043393,601,043
Red Wave Investments LLC$393,506,651393,506,651
Independent Wealth Network Inc.$393,304,465393,304,465
NFC Investments, LLC$393,189,000393,189,000
Crown Wealth Group, LLC$392,991,724392,991,724
BridgePort Financial Solutions, LLC$392,860,230392,860,230
Snider Financial Group$392,825,723392,825,723
SRH ADVISORS, LLC$392,481,573392,481,573
Southern Financial Group, LLC$391,839,997391,839,997
OFS Enterprise LLC$391,706,070391,706,070
Kingdom Financial Group LLC.$391,493,036391,493,036
Patriot Financial Partners GP II, L.P.$391,261,222391,261,222
LIBRA WEALTH LLC$391,229,378391,229,378
OAK FAMILY ADVISORS, LLC$391,127,389391,127,389
Private Wealth Advisors, LLC$390,950,852390,950,852
SS&H Financial Advisors, Inc.$390,935,000390,935,000
ForthRight Wealth Management, LLC$390,879,297390,879,297
Access Investment Management LLC$390,620,600390,620,600
Legacy CG, LLC$390,610,489390,610,489
DELTA AIR LINES, INC.$390,520,618390,520,618
First American Financial Corp$390,465,037390,465,037
WEBSTERROGERS FINANCIAL ADVISORS, LLC$390,390,442390,390,442
Quantum Private Wealth, LLC$390,193,836390,193,836
FOCUSED ALPHA, LLC$390,134,288390,134,288
HTG Investment Advisors, Inc.$390,073,732390,073,732
CENTRAL VALLEY ADVISORS, LLC$389,889,003389,889,003
Apeiron RIA LLC$389,801,806389,801,806
LongView Wealth Management$389,795,264389,795,264
Checkpoint Capital L.P.$389,759,662389,759,662
Legacy Wealth Management, LLC / MS$389,560,103389,560,103
Smart Money Group LLC$389,528,907389,528,907
Supplemental Annuity Collective Trust of NJ$389,459,920389,459,920
Narus Financial Partners, LLC$389,311,820389,311,820
TRUST CO OF OKLAHOMA$389,196,435389,196,435
Trinity Financial Advisors LLC$389,076,953389,076,953
Cedar Wealth Management, LLC$388,976,138388,976,138
St. Clair Advisors, LLC$388,701,335388,701,335
MSA Advisors, LLC$388,570,841388,570,841
Keystone Financial Services$388,430,125388,430,125
Provident Wealth Management, LLC$388,403,595388,403,595
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$388,292,873388,292,873
Keystone Financial Planning, Inc.$387,930,341387,930,341
PUZO MICHAEL J$387,893,757387,893,757
Terril Brothers, Inc.$387,840,536387,840,536
Post Oak Energy Holdings, LLC$387,505,260387,505,260
CDAM (UK) Ltd$387,380,492387,380,492
Stolper Co$387,320,000387,320,000
Osprey Private Wealth LLC$387,214,136387,214,136
Slotnik Capital, LLC$386,964,888386,964,888
LOM Asset Management Ltd$386,927,197386,927,197
Donoghue Forlines LLC$386,685,332386,685,332
Rudius Management LP$386,433,921386,433,921
Prairiewood Capital, LLC$385,863,323385,863,323
GATE CITY CAPITAL MANAGEMENT, LLC$385,811,969385,811,969
Topline Capital Management, LLC$385,685,170385,685,170
Baron Wealth Management LLC$385,668,196385,668,196
Independence Financial Advisors, LLC$385,510,888385,510,888
Capital Innovations LLC$385,196,000385,196,000
United Airlines Holdings, Inc.$385,160,905385,160,905
Seneca Financial Advisors LLC$385,049,826385,049,826
Cutler Capital Management, LLC$385,011,172385,011,172
Windsor Capital Management, LLC$384,782,899384,782,899
Pinnacle Bancorp, Inc.$384,439,373384,439,373
JUNCTURE WEALTH STRATEGIES, LLC$384,392,412384,392,412
REIK & CO., LLC$383,920,061383,920,061
Independence Asset Advisors, LLC$383,870,705383,870,705
CLIENT 1ST ADVISORY GROUP, LLC$383,680,688383,680,688
Schusterman Interests, LLC$383,300,116383,300,116
Sand Grove Capital Management LLP$383,233,309383,233,309
Hoxton Planning & Management, LLC$383,224,932383,224,932
PARUS FINANCE (UK) Ltd$383,131,077383,131,077
Paragon Private Wealth Management, LLC$383,007,410383,007,410
CLARIS ADVISORS, LLC / MO /$382,986,071382,986,071
RV Capital AG$382,887,143382,887,143
Vectors Research Management, LLC$382,866,054382,866,054
FINANCIAL ADVISORY PARTNERS, LLC$382,702,667382,702,667
CONGRUENCE CAPITAL, LLC$382,617,733382,617,733
Schorn Wealth LLC$382,327,221382,327,221
Alpha Financial Advisors, LLC$382,229,430382,229,430
CHERRYDALE WEALTH MANAGEMENT, LLC$382,180,441382,180,441
COSMIC MANAGEMENT, LLC$382,001,818382,001,818
Gilliland Jeter Wealth Management LLC$381,733,763381,733,763
PRIVATE CLIENT SERVICES, LLC$381,403,958381,403,958
Selective Wealth Management, Inc.$381,174,605381,174,605
NORTHCAPE WEALTH MANAGEMENT, LLC$381,165,215381,165,215
Leeward Financial Partners, LLC$381,157,007381,157,007
WEYBOSSET RESEARCH & MANAGEMENT LLC$380,947,335380,947,335
CJM Wealth Advisers, Ltd.$380,910,331380,910,331
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$380,825,756380,825,756
SWEENEY & MICHEL, LLC$380,799,241380,799,241
Whetstone Capital Advisors, LLC$380,414,562380,414,562