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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 14:50:31 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Aft, Forsyth & Sober, LLC$320,006,488320,006,488
Samalin Investment Counsel, LLC$319,998,990319,998,990
INVESTMENT PARTNERS, LTD.$319,940,800319,940,800
JW Asset Management, LLC$319,865,383319,865,383
Passive Capital Management, LLC.$319,791,735319,791,735
Prospera Capital Management, LLC$319,789,303319,789,303
LEE JOHNSON CAPITAL MANAGEMENT, LLC$319,763,559319,763,559
Global Trust Asset Management, LLC$319,743,281319,743,281
Burns Matteson Capital Management, LLC$319,690,376319,690,376
SELDON CAPITAL LP$319,646,467319,646,467
BURKETT FINANCIAL SERVICES, LLC$319,580,122319,580,122
WRAPMANAGER INC$319,574,584319,574,584
Charles-Lim Capital Ltd$319,398,485319,398,485
Tiller Private Wealth, Inc.$319,269,479319,269,479
Shaker Financial Services, LLC$319,236,049319,236,049
BARNES PETTEY FINANCIAL ADVISORS, LLC$319,187,440319,187,440
Centerline Wealth Advisors, LLC$319,163,593319,163,593
Axiom Financial Strategies, LLC$319,103,421319,103,421
Powers Advisory Group, LLC$319,085,876319,085,876
THOR TRADING ADVISORS, LLC$318,691,366318,691,366
Skyline Advisors, Inc.$318,682,062318,682,062
Berkeley, Inc$318,666,154318,666,154
Summa Corp.$318,622,626318,622,626
Arcadia Wealth Management, LLC$318,556,194318,556,194
BEACON INVESTMENT ADVISORS LLC$318,455,198318,455,198
Chaney Capital Management, Inc.$318,063,871318,063,871
ShoreHaven Wealth Partners, LLC$317,885,632317,885,632
SITTNER & NELSON, LLC$317,867,128317,867,128
Nixon Capital, LLC$317,801,558317,801,558
GoodHaven Capital Management, LLC$317,719,987317,719,987
Cambridge Financial Group, LLC$317,626,549317,626,549
Mills Wealth Advisors LLC$317,561,294317,561,294
Boothe Investment Group, Inc.$317,421,337317,421,337
Genesee Capital Advisors, LLC$317,336,400317,336,400
THEORY FINANCIAL LLC$317,319,765317,319,765
WEALTHSPAN PARTNERS, LLC$317,283,991317,283,991
Medallion Wealth Advisors, LLC$317,260,613317,260,613
Montanaro Asset Management Ltd$317,170,054317,170,054
TICINO WEALTH$317,089,037317,089,037
Powell Investment Advisors, LLC$316,770,367316,770,367
Fourth Dimension Wealth, LLC$316,300,753316,300,753
Nvest Financial, LLC$316,291,285316,291,285
BALANCED WEALTH GROUP LLC$316,274,832316,274,832
LOUNTZIS ASSET MANAGEMENT, LLC$316,084,684316,084,684
Richmond Investment Services, LLC$316,065,618316,065,618
IMZ Advisory Inc$315,813,762315,813,762
ENZI WEALTH$315,733,345315,733,345
Ranch Capital Advisors Inc.$315,705,103315,705,103
Tencap Wealth Coaching, LLC$315,357,360315,357,360
Meros Investment Management, LP$315,162,325315,162,325
Trinity Wealth Management, LLC$315,152,479315,152,479
RICHARDS, MERRILL & PETERSON, INC.$315,065,936315,065,936
VMS Asset Management Limited$314,959,407314,959,407
TAGStone Capital, Inc.$314,605,536314,605,536
Thomist Capital Management, LP$314,577,461314,577,461
Inlight Wealth Management, LLC$314,374,440314,374,440
Longitude (Cayman) Ltd.$314,339,749314,339,749
MMA ASSET MANAGEMENT LLC$314,257,869314,257,869
Mosley Wealth Management$314,256,856314,256,856
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN$314,201,405314,201,405
CYPRESS FUNDS LLC$314,091,731314,091,731
Malaga Cove Capital, LLC$314,081,976314,081,976
Delaney Dennis R$314,014,493314,014,493
Stonebridge Financial Planning Group, LLC$313,914,286313,914,286
Praetorian PR LLC$313,794,584313,794,584
Macro Advisors, Inc.$313,712,419313,712,419
Merk Investments LLC$313,535,427313,535,427
Raleigh Capital Management Inc.$313,317,753313,317,753
Plum Street Advisors, LLC$313,149,338313,149,338
StoneCrest Wealth Management, Inc.$312,962,111312,962,111
BENNETT SELBY INVESTMENTS LP$312,917,265312,917,265
First Citizens Asset Management, Inc.$312,895,797312,895,797
Ravenswood Partners LP$312,602,496312,602,496
Worth Asset Management, LLC$312,594,046312,594,046
Windward Private Wealth Management Inc.$312,551,948312,551,948
Prosperitas Financial LLC$312,320,398312,320,398
Monte Financial Group, LLC$312,210,084312,210,084
PENNINGTON PARTNERS & CO., LLC$312,103,445312,103,445
Beacon Wealthcare LLC$312,090,193312,090,193
MARYLAND CAPITAL ADVISORS INC.$312,048,736312,048,736
Peachtree Investment Partners, LLC$311,942,963311,942,963
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$311,844,228311,844,228
Weinberger Asset Management, Inc$311,831,035311,831,035
Armor Investment Advisors, LLC$311,691,228311,691,228
Five Oceans Advisors$311,134,171311,134,171
Hengistbury Investment Partners LLP$311,063,373311,063,373
Oak Asset Management, LLC$311,007,927311,007,927
Tenon Financial LLC$310,855,127310,855,127
Centennial Bank/AR/$310,732,306310,732,306
Lakeshore Financial Planning, Inc.$310,651,642310,651,642
IES Holdings, Inc.$310,581,607310,581,607
Claar Advisors LLC$310,410,761310,410,761
Applied Capital LLC$310,409,956310,409,956
Stash Investments, LLC$310,246,137310,246,137
Carlton Hofferkamp & Jenks Wealth Management, LLC$310,202,187310,202,187
FIRETHORN WEALTH PARTNERS, LLC$310,172,313310,172,313
BONNESS ENTERPRISES INC$310,090,681310,090,681
GKV Capital Management Co., Inc.$309,922,056309,922,056
SONATA CAPITAL GROUP INC$309,918,295309,918,295
Tanglewood Legacy Advisors, LLC$309,849,229309,849,229