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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 14:50:44 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
FCG Investment Co$289,180,060289,180,060
Towerpoint Wealth, LLC$289,123,534289,123,534
FIRST FINANCIAL CORP /IN/$289,026,225289,026,225
DRAVO BAY LLC$288,972,396288,972,396
Codex Capital Asset Management L.L.C.$288,922,876288,922,876
WETZEL INVESTMENT ADVISORS, INC.$288,651,987288,651,987
STABLEFORD CAPITAL II LLC$288,651,775288,651,775
CRUX WEALTH ADVISORS$288,538,286288,538,286
FWG Holdings, LLC$287,991,399287,991,399
RETIREMENT CAPITAL STRATEGIES$287,968,932287,968,932
5AM Venture Management, LLC$287,891,952287,891,952
TKG Advisors, LLC$287,883,865287,883,865
Alliance Private Wealth, LLC$287,845,957287,845,957
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$287,652,974287,652,974
Maestria Partners LLC$287,591,247287,591,247
Owen LaRue, LLC$287,565,219287,565,219
Cambridge Financial Group, Inc.$287,376,323287,376,323
Murphy Pohlad Asset Management LLC$287,143,058287,143,058
QTR Family Wealth, LLC$287,020,392287,020,392
OGBORNE CAPITAL MANAGEMENT, LLC$286,858,426286,858,426
Pavaki Capital Management LLC$286,824,733286,824,733
Red Spruce Capital, LLC$286,776,479286,776,479
Metavasi Capital LP$286,724,626286,724,626
Shira Ridge Wealth Management$286,614,205286,614,205
O'ROURKE & COMPANY, Inc$286,548,919286,548,919
AAFMAA Wealth Management & Trust LLC$286,496,200286,496,200
Trueblood Wealth Management, LLC$286,474,290286,474,290
Brown Financial Advisors$286,372,531286,372,531
Sphera Management Technology Funds Ltd$286,255,086286,255,086
GARDA CAPITAL PARTNERS LP$286,152,570286,152,570
Luken Investment Analytics, LLC$286,060,719286,060,719
Penney Financial, LLC$286,051,174286,051,174
Palisades Hudson Asset Management, L.P.$285,758,000285,758,000
ICW Investment Advisors LLC$285,688,925285,688,925
BLUESTEM FINANCIAL ADVISORS, LLC$285,527,341285,527,341
Adaptive Financial Consulting, LLC$285,493,105285,493,105
Lewis Asset Management, LLC$285,461,141285,461,141
ALEXANDER LABRUNERIE & CO., INC.$285,389,181285,389,181
Strait & Sound Wealth Management LLC$285,219,302285,219,302
HFM Investment Advisors, LLC$285,179,602285,179,602
Legal Advantage Investments, Inc.$285,141,091285,141,091
Midwest Financial Group LLC$285,053,423285,053,423
Choice Wealth Advisors LLC$284,955,541284,955,541
MBE Wealth Management, LLC$284,450,557284,450,557
FORMULA GROWTH LTD$284,331,938284,331,938
Advantage Trust Co$284,257,637284,257,637
Vivid Wealth Management, LLC$284,183,628284,183,628
Bandera Partners LLC$283,918,174283,918,174
CUMBERLAND ADVISORS INC$283,817,326283,817,326
1776 Wealth LLC$283,729,250283,729,250
William Mack & Associates, Inc.$283,719,091283,719,091
CAPSTONE WEALTH MANAGEMENT GROUP, LLC$283,640,044283,640,044
FreeGulliver LLC$283,615,278283,615,278
AMERICAN FINANCIAL GROUP INC$283,592,820283,592,820
Sellwood Investment Partners LLC$283,551,289283,551,289
Game Creek Capital, LP$283,328,095283,328,095
BEACONLIGHT CAPITAL, LLC$283,252,067283,252,067
Lodestone Wealth Management LLC$283,250,334283,250,334
Flagship Private Wealth, LLC$282,897,357282,897,357
MENDON CAPITAL ADVISORS CORP$282,873,474282,873,474
Seneca House Advisors$282,851,146282,851,146
THOMAS STORY & SON LLC$282,832,289282,832,289
O'Connor Financial Group LLC$282,731,993282,731,993
SHARIAPORTFOLIO, INC.$282,599,699282,599,699
HILLMAN CO$282,598,926282,598,926
HENDLEY & CO INC$282,579,000282,579,000
BKM Wealth Management, LLC$282,362,299282,362,299
Selby Wealth Management, LLC$282,096,161282,096,161
Keeler Thomas Management LLC$282,058,553282,058,553
Juno Financial Group LLC$281,998,995281,998,995
Chicago Wealth Management, Inc.$281,906,061281,906,061
N10 WEALTH, LLC$281,886,688281,886,688
INTREPID CAPITAL MANAGEMENT INC$281,850,518281,850,518
Athos Capital Ltd$281,817,000281,817,000
McNaughton Wealth Management, LLC$281,616,582281,616,582
SOUTHERN MICHIGAN BANK & TRUST$281,301,017281,301,017
Montz Harcus Wealth Management LLC$281,018,640281,018,640
Mount Lucas Management LP$280,703,160280,703,160
Houlihan Financial Resource Group, Ltd.$280,580,290280,580,290
Reliant Investment Management, LLC$280,549,974280,549,974
WIN ADVISORS, INC$280,516,334280,516,334
MARIPAU WEALTH MANAGEMENT LLC$280,450,892280,450,892
Fluent Financial, LLC$280,182,614280,182,614
TradeWell Securities, LLC.$280,128,523280,128,523
Employees' Retirement Fund of the City of Fort Worth$280,123,608280,123,608
Sagil Capital LLP$280,044,356280,044,356
Silver Lake Advisory, LLC$279,863,361279,863,361
BAYSHORE ASSET MANAGEMENT, LLC$279,804,602279,804,602
Orange County Employees Retirement System$279,644,107279,644,107
Keener Financial Planning LLC$279,554,000279,554,000
Mechanics Financial Corp$279,549,169279,549,169
Hillcrest Wealth Advisors - NY, LLC$279,429,521279,429,521
INVENIO WEALTH PARTNERS LLC$279,216,465279,216,465
REDW Wealth LLC$279,086,423279,086,423
Roubaix Capital, LLC$278,900,858278,900,858
Madden Advisory Services, Inc.$278,876,353278,876,353
YANKCOM Partnership$278,789,827278,789,827
CAMPBELL CAPITAL MANAGEMENT INC$278,760,721278,760,721
Ruggaard & Associates LLC$278,688,845278,688,845
Altman Advisors, Inc.$278,655,253278,655,253