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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 15:54:41 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Owl Creek Wealth Partners LLC$341,797,685341,797,685
Western Financial Corp/CA$341,483,531341,483,531
Roberts Financial Services LLC$341,471,200341,471,200
Verger Capital Management LLC$341,363,992341,363,992
NORTHSTAR ASSET MANAGEMENT INC$341,237,518341,237,518
McCollum Christoferson Group LLC$340,980,349340,980,349
Hixon Zuercher, LLC$340,805,607340,805,607
Aikya Investment Management Ltd$340,618,604340,618,604
Coalescence Partners Investment Management, LP$340,583,412340,583,412
AVAII WEALTH MANAGEMENT, LLC$340,526,442340,526,442
ACT WEALTH MANAGEMENT, LLC$340,299,847340,299,847
WARNER FINANCIAL, INC$340,104,372340,104,372
Greenbush Financial Group, LLC$340,057,878340,057,878
ODonnell Financial Services, LLC$339,829,186339,829,186
HERITAGE OAK WEALTH ADVISORS LLC$339,674,873339,674,873
River Street Advisors LLC$339,504,549339,504,549
JEPPSON WEALTH MANAGEMENT, LLC$339,406,328339,406,328
BRILLIANCE ASSET MANAGEMENT LTD$339,344,889339,344,889
Haverford Financial Services, Inc.$339,225,211339,225,211
New Insight Wealth Advisors$339,188,120339,188,120
1492 Capital Management LLC$338,734,372338,734,372
East Coast Asset Management, LLC.$338,598,143338,598,143
Fore Capital, LLC$338,443,070338,443,070
Etesian Wealth Advisors, Inc.$338,299,226338,299,226
CASTLE WEALTH MANAGEMENT LLC$337,565,794337,565,794
Elite Wealth Management, Inc.$337,448,387337,448,387
SHAYNE & JACOBS, LLC$337,175,106337,175,106
Corundum Group, Inc.$337,147,794337,147,794
Consilium Wealth Advisory, LLC$336,948,425336,948,425
Northern Right Capital Management, L.P.$336,946,502336,946,502
Ameliora Wealth Management Ltd.$336,860,660336,860,660
Riverwater Partners LLC$336,804,887336,804,887
BFI Infinity Ltd.$336,735,580336,735,580
BANK OZK$336,668,783336,668,783
AlphaGrep UK Ltd$336,462,621336,462,621
Amtrust Financial Services, Inc.$336,446,563336,446,563
Roth Financial Partners LLC$336,299,548336,299,548
Strategic Financial Concepts, LLC$336,191,898336,191,898
Forum Private Client Group LLC$335,957,097335,957,097
Silver Coast Investments LLC$335,852,781335,852,781
Greenfield Seitz Capital Management, LLC$335,771,597335,771,597
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$335,645,625335,645,625
ADIRONDACK TRUST CO$335,627,046335,627,046
OneAscent Wealth Management LLC$335,522,116335,522,116
Jessup Wealth Management, Inc$335,250,363335,250,363
Persistent Asset Partners Ltd$335,133,671335,133,671
Pennant Investors, LP$334,935,146334,935,146
TPG Financial Advisors, LLC$334,823,946334,823,946
SEAVIEW INVESTMENT MANAGERS LLC$334,822,398334,822,398
Spinecap SAS$334,732,842334,732,842
BHK Investment Advisors, LLC$334,722,961334,722,961
Trustees of Dartmouth College$334,630,753334,630,753
Arkfeld Wealth Strategies, L.L.C.$334,458,674334,458,674
Wealth High Governance Capital Ltda$334,353,024334,353,024
Core Alternative Capital$334,153,957334,153,957
Saiph Capital, LLC$334,057,523334,057,523
Slagle Financial, LLC$333,849,415333,849,415
Henry James International Management Inc.$333,809,554333,809,554
ELEVATION WEALTH PARTNERS, LLC$333,794,208333,794,208
Alta Fundamental Advisers LLC$333,479,506333,479,506
Gimbel Daniel Scott$333,310,482333,310,482
Costello Asset Management, INC$333,238,474333,238,474
S&T Bank/PA$333,226,247333,226,247
Goepper Burkhardt LLC$333,074,283333,074,283
VISTA INVESTMENT MANAGEMENT$332,670,279332,670,279
Ducere Wealth Management LLC$332,569,300332,569,300
Joseph P. Lucia & Associates, LLC$332,557,554332,557,554
Steadview Capital Management LLC$332,517,886332,517,886
Tandem Financial, LLC$332,438,549332,438,549
Canopy Partners, LLC$332,430,028332,430,028
MASTER'S WEALTH MANAGEMENT INC.$332,327,816332,327,816
Gallatin Point Capital LLC$332,303,050332,303,050
AMERICAN ASSETS INC$332,288,362332,288,362
Hidden Lake Asset Management LP$332,205,873332,205,873
IAMS WEALTH MANAGEMENT, LLC$332,182,265332,182,265
Prodigy Asset Management LLC$332,056,149332,056,149
BCS Private Wealth Management, Inc.$332,053,501332,053,501
Precision Wealth Strategies, LLC$331,849,312331,849,312
Legacy Capital Group California, Inc.$331,752,693331,752,693
Mayfair Advisory Group, LLC$331,726,372331,726,372
FDx Advisors, Inc.$331,675,000331,675,000
Left Brain Wealth Management, LLC$331,656,927331,656,927
Argentarii, LLC$331,608,263331,608,263
SERENITY CAPITAL MANAGEMENT PTE. LTD.$331,590,251331,590,251
Pacifica Partners Inc.$331,575,444331,575,444
L.K. Benson & Company, P.C.$331,523,092331,523,092
Long Corridor Asset Management Ltd$331,478,002331,478,002
Foundation Wealth Management, LLC\PA$331,341,265331,341,265
Goodlander Investment Management, LLC$331,267,415331,267,415
FLAGSTAR SECURITIES, INC$331,171,923331,171,923
Crow's Nest Holdings LP$330,654,220330,654,220
CLOVERFIELDS CAPITAL GROUP, LP$330,613,361330,613,361
Camarda Financial Advisors, LLC$330,552,246330,552,246
Rhino Investment Partners, Inc$330,549,525330,549,525
Laura & John Arnold Foundation$330,453,665330,453,665
NKCFO LLC$330,144,000330,144,000
Bell & Brown Wealth Advisors, LLC$330,124,524330,124,524
Norman Fields, Gottscho Capital Management, LLC$330,106,243330,106,243
C Partners Holding GmbH$329,931,366329,931,366
Lumbard & Kellner, LLC$329,874,200329,874,200