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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 18:01:33 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
FIRETRAIL INVESTMENTS PTY LTD$354,714,827354,714,827
Santori & Peters, Inc.$354,631,332354,631,332
Anchor @ 65 Pte. Ltd.$354,540,161354,540,161
Advisor Resource Council$354,523,837354,523,837
Wheelhouse Advisory Group LLC$354,359,441354,359,441
Timonier Family Office, LTD.$354,086,292354,086,292
Essential Planning, LLC.$353,864,679353,864,679
TSA Wealth Managment LLC$353,586,229353,586,229
Somerset Trust Co$353,581,454353,581,454
INCA Investments LLC$353,361,292353,361,292
Autumn Glory Partners, LLC$352,861,024352,861,024
Olde Wealth Management, LLC$352,855,000352,855,000
Midwest Heritage Bank, FSB$352,754,653352,754,653
AXS Investments LLC$352,669,246352,669,246
jvl associates llc$352,461,293352,461,293
FFG Partners, LLC$352,422,203352,422,203
Seven Post Investment Office LP$352,277,883352,277,883
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$352,271,444352,271,444
Centerpoint Advisors, LLC$352,193,000352,193,000
Sunpointe, LLC$351,998,456351,998,456
FINANCIAL LIFE ADVISORS$351,742,811351,742,811
SW Investment Management LLC$351,649,700351,649,700
Palisades Investment Partners, LLC$351,602,515351,602,515
Colonial River Investments, LLC$351,534,844351,534,844
EVERPAR ADVISORS LLC$351,517,466351,517,466
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$351,468,666351,468,666
Gerald Baker Financial Group LLC$351,417,610351,417,610
Whitegate Investment Counselors, Inc.$351,250,045351,250,045
LifeGuide Financial Advisors, LLC$351,160,521351,160,521
Tree Line Advisors (Hong Kong) Ltd.$351,142,200351,142,200
Spectrum Wealth Advisory Group, LLC$351,102,816351,102,816
Beacon Bridge Wealth Partners, LLC$351,016,307351,016,307
Yakira Capital Management, Inc.$350,993,576350,993,576
Pegasus Asset Management, Inc.$350,955,453350,955,453
Advus Financial Partners, LLC$350,946,858350,946,858
StrongBox Wealth, LLC$350,911,745350,911,745
Fieldview Capital Management, LLC$350,713,186350,713,186
DAVIS-REA LTD.$350,684,069350,684,069
MTM Investment Management, LLC$350,459,051350,459,051
STONEHILL CAPITAL MANAGEMENT LLC$350,145,000350,145,000
Attestor Capital Ltd$350,113,588350,113,588
Oxler Private Wealth LLC$349,989,445349,989,445
PKO BP BANKOWY Universal Pension Society JSC$349,937,109349,937,109
Kirkwood Financial Services$349,878,561349,878,561
Your Advocates Ltd., LLP$349,851,412349,851,412
Yukon Wealth Management, Inc.$349,382,181349,382,181
Arrowroot Family Office, LLC$349,343,942349,343,942
DENVER WEALTH MANAGEMENT, INC.$349,294,012349,294,012
Planned Solutions, Inc.$348,939,490348,939,490
Robinswood Financial LLC$348,904,430348,904,430
USAdvisors Wealth Management, LLC$348,804,000348,804,000
Riverview Capital Advisers, LLC$348,774,038348,774,038
Auour Investments LLC$348,751,293348,751,293
Future Fund LLC$348,750,636348,750,636
Timelo Investment Management Inc.$348,555,729348,555,729
Parkshore Wealth Management, Inc.$348,170,057348,170,057
PCJ Investment Counsel Ltd.$347,890,948347,890,948
Tieton Capital Management, LLC$347,792,000347,792,000
Pines Wealth Management, LLC$347,773,534347,773,534
FIRST UNITED BANK & TRUST$347,627,698347,627,698
DORVAL Corp$347,483,218347,483,218
Highview Capital Management LLC/DE/$347,415,698347,415,698
Select Asset Management & Trust$347,325,000347,325,000
CPA Asset Management Group, LLC$347,247,453347,247,453
Argyle Capital Management, LLC$347,210,834347,210,834
INVESTMENT ADVISORY SERVICES INC /TX /ADV$347,176,018347,176,018
DHJJ Financial Advisors, Ltd.$346,919,185346,919,185
Key Client Fiduciary Advisors, LLC$346,686,749346,686,749
Keewaydin Investments LLC$346,602,547346,602,547
BRADY FAMILY WEALTH, LLC$346,494,517346,494,517
CORBYN INVESTMENT MANAGEMENT INC/MD$346,241,340346,241,340
Technology Crossover Management VIII, Ltd.$345,987,787345,987,787
RR Advisors, LLC$345,634,522345,634,522
Front Row Advisors LLC$345,484,519345,484,519
Matthew 25 Management Corp$345,481,205345,481,205
LONESTAR CAPITAL MANAGEMENT LLC$345,379,505345,379,505
ENAVATE SCIENCES GP, LLC$345,377,333345,377,333
MUHLENKAMP & CO INC$345,251,246345,251,246
Bear Mountain Capital, Inc.$345,218,904345,218,904
G&S Capital LLC$345,200,205345,200,205
West Family Investments, Inc.$345,022,602345,022,602
Westwood Wealth Management$344,954,632344,954,632
Sender Co & Partners, Inc.$344,871,461344,871,461
Alaethes Wealth, LLC$344,533,325344,533,325
ACIMA PRIVATE WEALTH, LLC$344,347,047344,347,047
HAMILTON CAPITAL PARTNERS, LLC$344,264,325344,264,325
HIGHLAND PEAK CAPITAL, LLC$343,593,793343,593,793
Quaker Wealth Management, LLC$343,518,715343,518,715
Eleva Capital SAS$343,412,320343,412,320
Capital Planning LLC$343,402,243343,402,243
PFW Advisors LLC$343,027,147343,027,147
Wealthstar Advisors, LLC$342,906,533342,906,533
Nova R Wealth, Inc.$342,778,365342,778,365
Orion Investment Co$342,714,306342,714,306
Saranac Partners Ltd$342,709,107342,709,107
Solus Alternative Asset Management LP$342,190,412342,190,412
Idaho Trust Co$342,137,852342,137,852
BCWM, LLC$341,996,369341,996,369
Jacobsen Capital Management$341,914,457341,914,457
Ferguson Shapiro LLC$341,830,198341,830,198