Skip to content
Disclosery

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 15:54:49 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Hayek Kallen Investment Management$329,721,000329,721,000
MONTGOMERY INVESTMENT MANAGEMENT INC$329,512,863329,512,863
Iyo Bank, Ltd.$329,490,633329,490,633
Windward Management LP$329,454,807329,454,807
Towne Trust Company, N.A$329,453,475329,453,475
Tikvah Management LLC$329,193,853329,193,853
Providence Equity Partners L.L.C.$329,165,592329,165,592
United Bank$328,856,824328,856,824
Buttonwood Financial Advisors Inc.$328,718,229328,718,229
Omega Financial Group, LLC$328,637,374328,637,374
EDENTREE ASSET MANAGEMENT Ltd$328,476,178328,476,178
ENCOMPASS WEALTH ADVISORS, LLC$328,466,250328,466,250
Davis Investment Partners, LLC$328,455,896328,455,896
Kercheville Advisors, LLC$328,447,659328,447,659
STANCE CAPITAL LLC$328,243,924328,243,924
PECAUT & CO.$328,219,726328,219,726
NVP ASSOCIATES, LLC$328,190,643328,190,643
Kaydan Wealth Management, Inc.$328,144,738328,144,738
Vantage Point Financial LLC$327,997,288327,997,288
Tabor Asset Management, LP$327,522,713327,522,713
Engaged Capital LLC$327,076,434327,076,434
Richard W. Paul & Associates, LLC$327,014,179327,014,179
Wealth Advisors of Tampa Bay, LLC$326,944,178326,944,178
Dalal Street, LLC$326,749,980326,749,980
TRED AVON FAMILY WEALTH, LLC$326,742,244326,742,244
ROGCO, LP$326,685,641326,685,641
JCIC Asset Management Inc.$326,492,925326,492,925
Capital Investment Management, Inc.$326,412,629326,412,629
Vigilare Wealth Management$326,228,457326,228,457
MORRIS FINANCIAL CONCEPTS, INC.$326,120,154326,120,154
Register Financial Advisors LLC$326,078,480326,078,480
Hassell Wealth Management, LLC$325,995,557325,995,557
Aventura Private Wealth, LLC$325,987,791325,987,791
LCNB CORP$325,964,421325,964,421
Forza Wealth Management, LLC$325,932,829325,932,829
Snow Phipps Group, LLC$325,868,813325,868,813
Sycale Advisors (NY) LLC$325,863,108325,863,108
New Perspectives, Inc$325,852,213325,852,213
FAMILY WEALTH PARTNERS, LLC$325,831,542325,831,542
Thomas J. Herzfeld Advisors, Inc.$325,764,278325,764,278
Wilkerson Advisory Group LLC$325,605,461325,605,461
Triton Wealth Management, PLLC$325,527,437325,527,437
S.A. Mason LLC$325,514,242325,514,242
Mullooly Asset Management, Inc.$324,910,605324,910,605
SYKON CAPITAL LLC$324,843,406324,843,406
Bishop & Co Investment Management, LLC$324,798,280324,798,280
GUARDIAN POINT CAPITAL, LP$324,794,584324,794,584
LAZARI CAPITAL MANAGEMENT, INC.$324,632,254324,632,254
NCM Capital Management, LLC$324,484,077324,484,077
Pinnacle Holdings, LLC$324,420,211324,420,211
NWK Group, Inc.$324,202,052324,202,052
WEALTH MANAGEMENT RESOURCES, INC.$324,163,444324,163,444
Silver Heights Capital Management Inc$324,095,960324,095,960
Bluesphere Advisors LLC$323,939,803323,939,803
Investment Research & Advisory Group, Inc.$323,905,509323,905,509
Nicollet Investment Management, Inc.$323,860,000323,860,000
Wealth Quarterback LLC$323,839,727323,839,727
MAGARIAN CAPITAL MANAGEMENT, LLC$323,780,848323,780,848
Legacy Bridge, LLC$323,776,707323,776,707
HF Advisory Group, LLC$323,489,762323,489,762
Orion Capital Management LLC$323,482,615323,482,615
SIMS INVESTMENT MANAGEMENT, LLC$323,432,065323,432,065
National Wealth Management Group, LLC$323,427,031323,427,031
United Community Bank$323,406,625323,406,625
Walker Financial Services, Inc.$323,312,596323,312,596
Kenora Financial, LLC$323,170,308323,170,308
Naman Capital Ltda$323,077,011323,077,011
Granger Management LLC$322,823,226322,823,226
Forefront Wealth Partners, LLC$322,747,619322,747,619
Sharper & Granite LLC$322,739,020322,739,020
Royal Harbor Partners, LLC$322,734,585322,734,585
Sophron Capital Management L.P.$322,651,887322,651,887
Prosperity Financial Group, Inc.$322,649,169322,649,169
Quantum Financial Planning Services, Inc.$322,549,778322,549,778
Northstar Advisory Group, LLC$322,470,867322,470,867
CURIO WEALTH, LLC$322,283,058322,283,058
S SQUARED TECHNOLOGY, LLC$322,270,970322,270,970
Squadron Capital Management LLC$322,245,820322,245,820
Westshore Wealth, LLC$322,115,815322,115,815
Jackson, Grant Investment Advisers, Inc.$322,018,845322,018,845
EnCap Investments L.P.$322,018,009322,018,009
Ketron Financial$321,945,382321,945,382
Mathes Company, Inc.$321,838,000321,838,000
AJ Advisors, LLC$321,828,921321,828,921
MKT Advisors LLC$321,811,585321,811,585
Sonoma Allocations LLC$321,806,164321,806,164
Realta Investment Advisors$321,770,614321,770,614
HALL LAURIE J TRUSTEE$321,593,674321,593,674
Hapanowicz & Associates Financial Services, Inc$321,483,639321,483,639
Nine Ten Capital Management LLC$321,345,000321,345,000
MIRAMONTES CAPITAL, LLC$321,308,108321,308,108
HALL CAPITAL MANAGEMENT CO INC$321,194,178321,194,178
Town & Country Bank & Trust CO dba First Bankers Trust CO$321,088,581321,088,581
Selkirk Management LLC$320,964,763320,964,763
RJA Asset Management LLC$320,917,241320,917,241
Glass Jacobson Investment Advisors llc$320,910,473320,910,473
GE INVESTMENT MANAGEMENT CORP.$320,887,181320,887,181
TMB Capital Partners, LLC$320,577,981320,577,981
Leisure Capital Management$320,416,978320,416,978
Biltmore Wealth Management, LLC$320,385,902320,385,902