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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 20:27:07 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Briaud Financial Planning Inc$380,226,343380,226,343
Hobbs Group Advisors, LLC$380,088,225380,088,225
Advanced Asset Management Advisors Inc$380,070,039380,070,039
Financial Insights, Inc.$379,927,483379,927,483
Corre Partners Management, LLC$379,754,969379,754,969
ShankerValleau Wealth Advisors, Inc.$379,570,983379,570,983
Bridgefront Capital, LLC$379,527,412379,527,412
Cabot-Wellington, LLC$379,525,357379,525,357
Courage Miller Partners, LLC$379,014,654379,014,654
S.E.E.D. Planning Group LLC$378,923,928378,923,928
Schiavi & Co LLC$378,457,630378,457,630
Comprehensive Financial Consultants Institutional, Inc.$378,100,185378,100,185
Wellington Grp LLC$377,940,550377,940,550
Shakespeare Wealth Management, LLC$377,645,577377,645,577
Juniper Investment Company, LLC$377,603,638377,603,638
FC Advisory LLC$377,598,790377,598,790
Argos Wealth Advisors, LLC$377,596,384377,596,384
GILL CAPITAL PARTNERS, LLC$377,512,979377,512,979
Sensible Money, LLC$377,142,786377,142,786
Starr Indemnity & Liability Co$377,049,253377,049,253
M. Kraus & Co$376,893,878376,893,878
Nalanda India Equity Fund Ltd$376,818,750376,818,750
HAZLETT, BURT & WATSON, INC.$376,686,000376,686,000
VSM Wealth Advisory, LLC$376,457,556376,457,556
Balance Wealth Partners LLC$375,996,932375,996,932
Kings Path Partners LLC$375,823,213375,823,213
Harbor Island Capital LLC$375,554,343375,554,343
Sara-Bay Financial$375,424,271375,424,271
Geneva Partners, LLC$375,091,547375,091,547
Payne Capital Management, LLC$375,038,078375,038,078
Family Legacy, Inc.$374,933,793374,933,793
CONSOLIDATED CAPITAL MANAGEMENT, LLC$374,760,679374,760,679
SAVA PENZISKO DRUSHTVO A.D. SKOPJE$374,642,904374,642,904
WealthBridge Investment Counsel Inc.$374,542,000374,542,000
Bell Asset Management Ltd$374,535,782374,535,782
LifeWealth Investments, LLC$374,131,622374,131,622
Cape Investment Advisory, Inc.$374,074,784374,074,784
LFL Advisers, LLC$374,027,995374,027,995
PENOBSCOT WEALTH MANAGEMENT$373,856,273373,856,273
HARBOR ADVISORY CORP /MA/$373,720,385373,720,385
Pine Harbor Wealth Management, LLC$373,461,010373,461,010
Friday Financial$373,445,772373,445,772
Hutchens & Kramer Investment Management Group, LLC$373,257,327373,257,327
3G Capital Partners LP$373,243,970373,243,970
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$373,166,519373,166,519
Omnia Family Wealth, LLC$373,159,710373,159,710
Rench Wealth Management, Inc.$372,494,681372,494,681
Atlas Brown,Inc.$372,476,101372,476,101
HARMONY ASSET MANAGEMENT LLC$372,418,098372,418,098
Kooman & Associates$372,408,418372,408,418
Veery Capital, LLC$372,324,215372,324,215
Lifestyle Asset Management, Inc.$372,066,610372,066,610
Aspen Investment Management Inc$371,968,000371,968,000
Atle Fund Management AB$371,704,828371,704,828
Cornell Pochily Investment Advisors, Inc.$371,701,873371,701,873
MIO PARTNERS, INC.$371,532,995371,532,995
GRAYBILL WEALTH MANAGEMENT, LTD.$371,530,340371,530,340
Strathmore Capital Advisors, Inc.$371,367,626371,367,626
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$371,189,435371,189,435
REGIMEN WEALTH, LLC$371,024,221371,024,221
RESTON WEALTH MANAGEMENT LLC$370,994,639370,994,639
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$370,870,938370,870,938
WEALTH EFFECTS LLC$370,499,732370,499,732
Congress Park Capital LLC$370,483,821370,483,821
Next Capital Management LLC$370,451,297370,451,297
Veracity Capital LLC$370,388,047370,388,047
B.O.S.S. Retirement Advisors, LLC$370,351,345370,351,345
Gunderson Capital Management LLC$370,305,362370,305,362
Cypress Capital, LLC$369,906,753369,906,753
M & L Capital Management Ltd$369,819,181369,819,181
AYAL Capital Advisors Ltd$369,681,383369,681,383
Bruce & Co., Inc.$369,495,763369,495,763
EVEXIA WEALTH LLC$369,483,283369,483,283
Ceeto Capital Group, LLC$369,478,000369,478,000
Odyssey Group, LLC$369,364,703369,364,703
Wealth Advisors of Iowa, LLC$369,194,607369,194,607
Alta Wealth Advisors LLC$368,928,324368,928,324
General Electric Co$368,854,317368,854,317
Gold Investment Management Ltd.$368,833,962368,833,962
Joule Financial, LLC$368,779,065368,779,065
SYMMETRY PEAK MANAGEMENT LLC$368,718,180368,718,180
Global Financial Private Client, LLC$368,638,075368,638,075
Commonwealth Retirement Investments LLC$368,407,274368,407,274
BATTERY MANAGEMENT CORP.$368,295,473368,295,473
PhiloSmith Capital Corp$368,172,761368,172,761
Millstreet Capital Management LLC$368,063,724368,063,724
Missouri Trust & Investment Co$368,055,282368,055,282
Bain Capital Credit, LP$367,855,084367,855,084
FLYNN ZITO CAPITAL MANAGEMENT, LLC$367,805,395367,805,395
11 Capital Partners LP$367,745,700367,745,700
Promethos Capital, LLC$367,723,776367,723,776
Sterling Financial Planning, Inc.$367,666,179367,666,179
FORTRESS PRIVATE LEDGER, LLC$367,638,135367,638,135
NEW WAVE WEALTH ADVISORS LLC$367,485,301367,485,301
ONE Advisory Partners, LLC$367,389,937367,389,937
Whelan Financial$367,216,631367,216,631
Storen Legacy Partners, LLC$366,804,683366,804,683
VAN STRUM & TOWNE INC.$366,790,100366,790,100
Silverleafe Capital Partners, LLC$366,778,770366,778,770
First International Bank of Israel Ltd.$366,740,624366,740,624