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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 11:39:30 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Cresta Advisors, Ltd.$278,589,646278,589,646
OPTIMIZE FINANCIAL INC.$278,368,110278,368,110
YARGER WEALTH STRATEGIES, LLC$278,362,541278,362,541
Quantum Portfolio Management LLC$278,275,854278,275,854
SHAKER INVESTMENTS LLC/OH$278,245,175278,245,175
Graney & King, LLC$278,244,166278,244,166
Quad-Cities Investment Group, LLC$278,231,780278,231,780
Equity Wealth Partners, LLC$278,225,535278,225,535
FNY Investment Advisers, LLC$278,211,000278,211,000
FEARNLEY ASSET MANAGEMENT AS$278,129,257278,129,257
SFG Wealth Management, LLC.$278,057,228278,057,228
Forum Finance Group S.A.$277,993,000277,993,000
Ananym Capital Management, LP$277,965,068277,965,068
Union Square Park Capital Management, LLC$277,950,099277,950,099
Retirement Planning Co of New England, Inc.$277,899,602277,899,602
Vision One Management Partners, LP$277,754,578277,754,578
HANOVER ADVISORS INC$277,631,223277,631,223
Cordant, Inc.$277,625,862277,625,862
Integrated Capital Management, LLC$277,567,491277,567,491
Onyx Financial Advisors, LLC$277,542,539277,542,539
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$277,536,721277,536,721
Prime Buchholz LLC$277,405,977277,405,977
Buska Wealth Management, LLC$277,304,659277,304,659
Hubbell Strickland Wealth Management, LLC$277,126,973277,126,973
Values Added Financial LLC$276,879,046276,879,046
GABLES CAPITAL MANAGEMENT INC.$276,868,013276,868,013
Altus Wealth Group LLC$276,835,370276,835,370
Exane Asset Management$276,681,842276,681,842
Mid-American Wealth Advisory Group, Inc.$276,591,212276,591,212
Tumwater Wealth Management, LLC$276,515,416276,515,416
WD RUTHERFORD LLC$276,253,749276,253,749
Bigelow Investment Advisors, LLC$276,228,695276,228,695
Dean Capital Management$276,148,729276,148,729
Creekside Partners$276,134,374276,134,374
Kilter Group LLC$276,119,335276,119,335
WealthCollab, LLC$276,072,903276,072,903
TIEMANN INVESTMENT ADVISORS, LLC$276,051,132276,051,132
Mine & Arao Wealth Creation & Management, LLC.$275,901,673275,901,673
MRA Advisory Group$275,845,929275,845,929
Islander Capital Partners, L.P.$275,714,494275,714,494
Wealth Analytics Partners, LLC$275,694,341275,694,341
Greykasell Wealth Strategies, Inc.$275,465,260275,465,260
DOPKINS WEALTH MANAGEMENT, LLC$275,191,819275,191,819
Valued Wealth Advisors LLC$275,189,982275,189,982
Unique Wealth Strategies, LLC$275,109,362275,109,362
SPRENG CAPITAL MANAGEMENT, INC.$274,945,834274,945,834
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$274,942,926274,942,926
American Capital Advisory, LLC$274,789,252274,789,252
Wills Financial Group LLC$274,753,259274,753,259
Westfuller Advisors, LLC$274,713,294274,713,294
SOF Ltd$274,479,609274,479,609
CPV Partners, LLC$274,444,771274,444,771
Kerusso Capital Management LLC$274,429,695274,429,695
Boulder Wealth Advisors, LLC$274,293,983274,293,983
Cloud Capital Management, LLC$274,124,000274,124,000
JBR Co Financial Management Inc$274,091,026274,091,026
Chris Bulman Inc$273,827,009273,827,009
Meramec Financial Planners, LLC$273,705,909273,705,909
Kinloch Capital, LLC$273,657,015273,657,015
Parker Financial LLC$273,463,604273,463,604
Missouri Education Pension Trust$273,412,874273,412,874
Sightline Wealth Advisors, LLC$273,348,964273,348,964
LGL PARTNERS, LLC$273,334,361273,334,361
Platform Wealth Management, LLC$273,300,392273,300,392
Arohi Asset Management PTE Ltd.$273,241,515273,241,515
Mendel Money Management$273,122,693273,122,693
Verde Servicos Internacionais S.A.$272,933,000272,933,000
Rubicon Global Capital Ltd$272,862,424272,862,424
Peirce Capital Management, LLC$272,736,503272,736,503
TL Private Wealth$272,691,834272,691,834
Lunt Capital Management, Inc.$272,637,762272,637,762
LETSON INVESTMENT MANAGEMENT, INC.$272,542,409272,542,409
Alden Global Capital LLC$272,528,863272,528,863
RBA Wealth Management, LLC$272,501,079272,501,079
Burford Brothers, Inc.$272,488,237272,488,237
Lakeridge Wealth Management LLC$272,483,257272,483,257
MITCHELL & PAHL PRIVATE WEALTH, LLC$272,208,657272,208,657
FORONJY FINANCIAL LLC$272,156,610272,156,610
Evolution Advisers, Inc.$272,066,000272,066,000
Martin Capital Partners, LLC$271,960,423271,960,423
FMB WEALTH MANAGEMENT$271,835,397271,835,397
Emprise Bank$271,488,270271,488,270
MB, LEVIS & ASSOCIATES, LLC$271,357,047271,357,047
Long Road Investment Counsel, LLC$271,330,512271,330,512
MTCO Ltd.$271,303,685271,303,685
Bernard Wealth Management Corp.$271,261,127271,261,127
Agate Pass Investment Management, LLC$271,223,084271,223,084
Eurizon SLJ Capital Ltd$271,167,708271,167,708
AAF Wealth Management, LLC$271,127,841271,127,841
Orin Green Financial, LLC$271,050,814271,050,814
M1 Capital Management LLC$270,782,619270,782,619
Avalon Advisory Group$270,773,221270,773,221
Integrity Wealth Solutions LLC$270,630,406270,630,406
KALEIDOSCOPE CAPITAL LP$270,589,646270,589,646
Peloton Wealth Strategists$270,546,000270,546,000
Burk Holdings LLC$270,507,399270,507,399
HOWARD WEALTH MANAGEMENT, LLC$270,454,475270,454,475
Evergreen Private Wealth LLC$270,424,047270,424,047
Allie Family Office LLC$270,421,176270,421,176
Cascades Capital Asset Management, LLC$270,374,241270,374,241