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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 12:34:47 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Vertrix Wealth Management, LLC$296,970,125296,970,125
Foundry Financial LLC$296,922,425296,922,425
TCFG Investment Advisors, LLC$296,836,546296,836,546
Dayah Capital LLC$296,778,380296,778,380
HF Capital, LLC$296,702,785296,702,785
Silphium Asset Management Ltd$296,618,798296,618,798
Phoenix Wealth Advisors$296,553,589296,553,589
Altura Wealth Advisors Inc.$296,539,840296,539,840
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$296,513,159296,513,159
SHRIER WEALTH MANAGEMENT, LLC$296,460,629296,460,629
CONTINUUM WEALTH ADVISORS, LLC$296,339,155296,339,155
MorganRosel Wealth Management, LLC$296,251,487296,251,487
Vernal Point Advisors, LLC$296,186,304296,186,304
Wind River Trust Co$296,106,105296,106,105
Wrenne Financial Planning LLC$296,104,830296,104,830
Aerodigm Wealth, LLC$295,911,569295,911,569
Cornerstone National Bank & Trust Co$295,854,252295,854,252
PJT Investments Corp.$295,760,725295,760,725
Investment Research Partners LLC$295,484,167295,484,167
Singapore Technologies Telemedia Pte Ltd$295,365,470295,365,470
COLRAIN CAPITAL LLC$295,344,555295,344,555
Western Standard LLC$295,253,727295,253,727
TOWLE & CO$295,143,758295,143,758
Clarus Group, Inc.$295,024,068295,024,068
Union Heritage Capital, LLC$294,986,722294,986,722
Decatur Capital Management, Inc.$294,831,323294,831,323
Nepsis Inc.$294,824,191294,824,191
Bastion Asset Management Inc.$294,787,958294,787,958
Advisory Solutions Group, LLC$294,736,836294,736,836
KENNEDY INVESTMENT GROUP, INC.$294,687,471294,687,471
TrustBank$294,616,851294,616,851
BEACON FINANCIAL PLANNING, INC$294,568,485294,568,485
Torrey Growth & Income Advisors$294,470,256294,470,256
Investor's Fiduciary Advisor Network, LLC$294,461,000294,461,000
Mainsail Financial Group, LLC$294,346,106294,346,106
Intrepid Financial Planning Group LLC$294,194,438294,194,438
Landing Point Financial Group, LLC$294,179,601294,179,601
Weitzel Financial Services, Inc.$294,110,186294,110,186
WEALTHEDGE INVESTMENT ADVISORS, LLC$294,056,860294,056,860
Veridan Wealth LLC$293,962,254293,962,254
Summit Creek Advisors LLC$293,787,256293,787,256
Breakwater Investment Management$293,733,544293,733,544
Decker Retirement Planning Inc.$293,664,242293,664,242
AVISO WEALTH MANAGEMENT$293,563,910293,563,910
Meridian Financial Partners LLC$293,311,472293,311,472
DC Investments Management, LLC$293,257,463293,257,463
Wealth Advisors Northwest LLC$293,224,012293,224,012
FIDELIS iM, LLC$293,197,368293,197,368
Prudent Man Investment Management, Inc.$293,116,151293,116,151
Zullo Investment Group, Inc.$293,110,125293,110,125
LHM, INC.$293,107,427293,107,427
Colorado Capital Management, Inc.$293,080,000293,080,000
Stonehearth Capital Management, LLC$293,073,707293,073,707
Samjo Management, LLC$293,023,370293,023,370
Bay Rivers Group$293,007,777293,007,777
Pacifica Capital Investments, LLC$292,909,294292,909,294
Eagle Capital Management, LLC$292,907,000292,907,000
JDM Financial Group LLC$292,902,852292,902,852
Abbot Financial Management, Inc.$292,802,325292,802,325
Muzinich & Co., Inc.$292,725,321292,725,321
Archer Investment Management, LLC$292,664,741292,664,741
WITTENBERG INVESTMENT MANAGEMENT, INC.$292,480,761292,480,761
SALZHAUER MICHAEL$292,435,657292,435,657
Marathon Wealth Advisors LLC$292,405,452292,405,452
PINEBRIDGE INVESTMENTS ASIA LTD$292,391,274292,391,274
Heathbridge Capital Management Ltd.$292,387,647292,387,647
Shore Point Advisors, LLC$292,352,874292,352,874
ADVISORTRUST PARTNERS, LLC$292,346,540292,346,540
Freshford Capital Management, LLC$292,278,719292,278,719
SWAN Capital LLC$292,213,158292,213,158
Solstein Capital, LLC$292,051,522292,051,522
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$291,720,273291,720,273
BUCKHEAD CAPITAL MANAGEMENT LLC$291,553,772291,553,772
FIDELITY D & D BANCORP INC$291,399,204291,399,204
Spear Advisors LLC$291,333,036291,333,036
Trellis Wealth Advisors LLC$291,314,908291,314,908
Yiheng Capital Management, L.P.$291,299,248291,299,248
Napean Trading & Investment Co (Singapore) PTE Ltd$291,123,057291,123,057
HS Management Partners, LLC$291,079,609291,079,609
IRIDIAN ASSET MANAGEMENT LLC/CT$291,054,769291,054,769
Maloon Powers Pitre Higgins & Dennehy, LLC$290,969,320290,969,320
Tranquility Partners, LLC$290,958,849290,958,849
ARCH CAPITAL GROUP LTD.$290,954,000290,954,000
POWER WEALTH MANAGEMENT LLC$290,938,026290,938,026
AMS Capital Ltda$290,896,000290,896,000
Shared Vision Wealth Group LLC$290,874,134290,874,134
STRATEGIC INVESTMENT MANAGEMENT, LLC$290,536,634290,536,634
LifePlan Investment Advisors, Inc.$290,516,302290,516,302
Visualize Group LP$290,511,818290,511,818
Nokomis Capital, L.L.C.$290,297,156290,297,156
Bayberry Capital Partners LP$290,198,923290,198,923
NerdWallet Wealth Partners, LLC$290,193,734290,193,734
Foresite Capital Management IV, LLC$290,151,348290,151,348
Kite Lake Capital Management (UK) LLP$289,935,162289,935,162
SGL Investment Advisors, Inc.$289,890,010289,890,010
MCCARTER PRIVATE WEALTH SERVICES LLC$289,812,896289,812,896
RESOLUTE CAPITAL, LLC$289,802,684289,802,684
VIEWPOINT INVESTMENT PARTNERS CORP$289,675,166289,675,166
BOURNE LENT ASSET MANAGEMENT INC$289,370,331289,370,331
IRONWOOD INVESTMENT MANAGEMENT LLC$289,206,494289,206,494