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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 18:01:45 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Waterford Advisors, LLC$366,466,175366,466,175
ACORN CAPITAL ADVISORS, LLC$366,457,132366,457,132
Concord Investment Counsel Inc.$366,359,444366,359,444
SAM Advisors, LLC$366,320,077366,320,077
Pillsbury Lake Capital LLC$366,318,316366,318,316
Empirical Capital Management, LLC$365,928,000365,928,000
Capco Asset Management, LLC$365,895,759365,895,759
Indiana Trust & Investment Management Co$365,878,134365,878,134
WRIGHT INVESTORS SERVICE INC$365,760,869365,760,869
Range Financial Group LLC$365,757,623365,757,623
Aigen Investment Management, LP$365,751,705365,751,705
Lynch Asset Management, Inc.$365,718,314365,718,314
Quaker Capital Investments, LLC$365,716,411365,716,411
Glassy Mountain Advisors, Inc.$365,604,992365,604,992
Team Hewins, LLC$365,539,355365,539,355
FIRST NATIONAL BANK SIOUX FALLS$365,531,015365,531,015
Vert Asset Management LLC$365,484,589365,484,589
Darwin Wealth Management, LLC$365,262,313365,262,313
25 LLC$365,201,525365,201,525
Elevated Financial Group LLC$364,871,210364,871,210
Hopwood Nicholas Hunter$364,511,108364,511,108
GREENLEA LANE CAPITAL MANAGEMENT, LLC$364,211,495364,211,495
KEATING INVESTMENT COUNSELORS INC$364,142,551364,142,551
BAKER BOYER NATIONAL BANK$364,107,007364,107,007
Eaton Financial Holdings Company, LLC$364,105,686364,105,686
Engle Capital Management, L.P.$364,100,904364,100,904
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$364,083,975364,083,975
Sage Financial Management Group, Inc.$363,961,853363,961,853
Elevated Capital Advisors, LLC$363,624,969363,624,969
Tilson Financial Group, Inc.$363,607,742363,607,742
Reliant Wealth Planning$363,586,372363,586,372
AIMZ Investment Advisors, LLC$363,487,660363,487,660
GFG Capital, LLC$363,395,131363,395,131
GLYNN CAPITAL MANAGEMENT LLC$363,387,057363,387,057
Raub Brock Capital Management LP$363,302,678363,302,678
Purus Wealth Management, LLC$363,225,236363,225,236
Urban Financial Advisory Corp$362,866,087362,866,087
Westbourne Investment Advisors, Inc.$362,672,061362,672,061
HAMEL ASSOCIATES, INC.$362,660,962362,660,962
O'Brien Greene & Co. Inc$362,402,279362,402,279
Wealth Management Associates, Inc.$362,384,324362,384,324
Foresite Capital Management V, LLC$362,202,120362,202,120
Alteri Wealth LLC$362,142,003362,142,003
SAXON INTERESTS, INC.$362,006,745362,006,745
Francisco Partners Management, LP$361,353,437361,353,437
Pamplona Capital Management, LLC$361,326,357361,326,357
Solitude Financial Services$361,228,889361,228,889
ParaFi Capital LP$361,211,118361,211,118
HT Partners LLC$361,145,978361,145,978
Mass General Brigham, Inc$361,079,129361,079,129
WT Wealth Management$361,078,335361,078,335
Demars Financial Group, LLC$360,896,650360,896,650
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$360,637,173360,637,173
Spectrum Asset Management, Inc. (NB/CA)$360,446,189360,446,189
Kentucky Farm Bureau Mutual Insurance Co$360,365,173360,365,173
Equita Financial Network, Inc.$360,249,931360,249,931
Morling Financial Advisors, LLC$360,042,279360,042,279
MADDEN SECURITIES Corp$359,967,573359,967,573
BAROMETER CAPITAL MANAGEMENT INC.$359,807,366359,807,366
PL Capital Advisors, LLC$359,750,583359,750,583
Gen-Wealth Partners Inc$359,699,542359,699,542
Bryant Woods Investment Advisors, LLC$359,584,226359,584,226
Resurgent Financial Advisors LLC$359,534,856359,534,856
Horizon Investment Services, LLC$359,525,936359,525,936
Man Investment Partners (US) LP$359,292,529359,292,529
Freedom Investment Management, Inc.$359,169,802359,169,802
PCA Investment Advisory Services Inc.$358,356,357358,356,357
Members Advisory Group LLC$358,216,108358,216,108
Extract Advisors LLC$357,921,541357,921,541
PORTLAND INVESTMENT COUNSEL INC.$357,916,684357,916,684
Greystone Financial Group, LLC$357,857,344357,857,344
Providence First Trust Co$357,570,276357,570,276
Metropolitan Life Insurance Co/NY$357,433,227357,433,227
Sentry LLC$357,417,076357,417,076
Permit Capital, LLC$357,383,614357,383,614
Menlo Ventures Management, L.P.$357,366,151357,366,151
BARRETT & COMPANY, INC.$357,177,661357,177,661
Guardian Wealth Management, LLC$356,701,503356,701,503
Incline Global Management LLC$356,556,881356,556,881
Chesapeake Wealth Management$356,533,654356,533,654
Crestmont Private Wealth LLC$356,493,441356,493,441
BANK OF STOCKTON$356,279,957356,279,957
CORA CAPITAL ADVISORS LLC$356,267,349356,267,349
Ascension Capital Advisors, Inc.$356,139,549356,139,549
TigerOak Management, L.L.C.$356,000,516356,000,516
BCR Wealth Strategies, LLC$355,941,000355,941,000
eCIO, Inc.$355,864,712355,864,712
Neumann Advisory Hong Kong Ltd$355,852,000355,852,000
Eaton-Cambridge Inc.$355,774,662355,774,662
GENESIS PRIVATE WEALTH, LLC$355,756,663355,756,663
Core Wealth Management, Inc.$355,752,023355,752,023
Hi-Line Capital Management, LLC$355,452,624355,452,624
Commonwealth Bank of Australia$355,365,286355,365,286
Rise Advisors, LLC$355,345,692355,345,692
TFR Capital, LLC.$355,251,807355,251,807
ONE WEALTH CAPITAL MANAGEMENT, LLC$355,090,655355,090,655
WATERSHED PRIVATE WEALTH LLC$355,065,417355,065,417
FSB PREMIER WEALTH MANAGEMENT, INC.$354,946,821354,946,821
Oxbow Capital Management (HK) Ltd$354,829,283354,829,283
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$354,825,619354,825,619