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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 12:34:05 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Citrine Capital LLC$270,174,033270,174,033
ENTREWEALTH, LLC$269,930,511269,930,511
PACES FERRY WEALTH ADVISORS, LLC$269,900,232269,900,232
NavPoint Financial, Inc.$269,895,477269,895,477
Verisail Partners, LLC$269,761,469269,761,469
Titan Wealth (CI) Ltd$269,297,135269,297,135
Rosalind Advisors, Inc.$269,201,776269,201,776
Game Plan Financial Advisors, LLC$269,174,651269,174,651
PLUSTICK MANAGEMENT LLC$268,996,850268,996,850
Zeno Equity Partners LLP$268,986,611268,986,611
LANDESBANK BADEN-WUERTTEMBERG$268,802,298268,802,298
5T Wealth, LLC$268,533,445268,533,445
V2 Financial group LLC$268,453,783268,453,783
Oakcliff Capital Partners, LP$268,452,796268,452,796
Cordgrass Capital Advisors, LLC$268,448,401268,448,401
Carnegie Lake Advisors LLC$268,209,715268,209,715
MAD RIVER INVESTORS$268,105,784268,105,784
MONEYWISE, INC.$268,057,094268,057,094
Aspect Partners, LLC$268,049,876268,049,876
ANB BANK$268,047,178268,047,178
Everest Private Wealth$268,026,233268,026,233
Empower Annuity Insurance Co$267,968,630267,968,630
New England Professional Planning Group Inc.$267,932,933267,932,933
SMITH SHELLNUT WILSON LLC /ADV$267,882,004267,882,004
WASHINGTON STATE INVESTMENT BOARD$267,813,607267,813,607
Compass Financial Services Inc$267,536,290267,536,290
HMS Capital Management, LLC$267,360,592267,360,592
Johnson & White Wealth Management, LLC$267,336,373267,336,373
Financial Guidance Group, Inc.$267,280,428267,280,428
Financial Planning Navigators CORP$267,188,153267,188,153
Ridgewood Investments LLC$267,177,594267,177,594
Element Wealth, LLC$267,061,665267,061,665
FF Advisors,LLC$267,030,962267,030,962
Dupree Financial Group, LLC$266,870,710266,870,710
Beta Wealth Group, Inc.$266,613,355266,613,355
Family Office Research LLC$266,593,949266,593,949
HOWARD BAILEY SECURITIES, LLC$266,581,897266,581,897
SSA SWISS ADVISORS AG$266,487,648266,487,648
MISHPACHA HOLDINGS CORP$266,269,678266,269,678
Forager Capital Management, LLC$265,943,256265,943,256
RETIREMENT GUYS FORMULA LLC$265,685,231265,685,231
Vawter Financial, Ltd.$265,542,345265,542,345
IMPACTfolio, LLC$265,515,710265,515,710
Ballentine Capital Advisors, Inc$265,382,142265,382,142
WMG Financial Advisors, LLC$265,378,608265,378,608
CALDWELL SUTTER CAPITAL, INC.$265,239,019265,239,019
Strategic Financial Partners, Ltd.$265,118,473265,118,473
Hippocratic Financial Advisors, LLC$265,050,686265,050,686
Pachira Investments Inc.$265,017,382265,017,382
Mount Capital Ltd$264,977,437264,977,437
MYECFO, LLC$264,963,140264,963,140
GHE, LLC$264,924,707264,924,707
RAELIPSKIE PARTNERSHIP$264,839,609264,839,609
WASHINGTON UNIVERSITY$264,794,776264,794,776
Keystone Global Partners, LLC$264,547,077264,547,077
St. Johns Investment Management Company, LLC$264,420,185264,420,185
KEYVANTAGE WEALTH, LLC$264,360,995264,360,995
Verity Asset Management, Inc.$264,353,233264,353,233
Boyd Wealth Management, LLC$264,182,981264,182,981
Corecam Pte. Ltd.$264,091,167264,091,167
Wayfinding Financial, LLC$264,035,000264,035,000
Wasserstein Management, L.P.$264,020,463264,020,463
Aragon Global Management, LP$263,859,931263,859,931
Alpha Zero LLC$263,798,995263,798,995
BlueChip Wealth Advisors LLC$263,784,645263,784,645
Physician Wealth Solutions Inc.$263,753,310263,753,310
Navis Wealth Advisors, LLC$263,735,106263,735,106
GGM Financial LLC$263,715,097263,715,097
Greenfield Savings Bank$263,654,937263,654,937
GatePass Capital, LLC$263,494,792263,494,792
VARCOV Co.$263,383,063263,383,063
Investmark Advisory Group LLC$263,335,376263,335,376
Heritage Wealth Management, Inc. /CA/$263,237,872263,237,872
Krensavage Asset Management, LLC$263,223,000263,223,000
Alternative Investment Advisors, LLC.$263,053,234263,053,234
CAMBRIDGE CAPITAL MANAGEMENT, LLC$263,024,220263,024,220
Haven Private, LLC$263,021,262263,021,262
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL$263,004,000263,004,000
5th Street Advisors, LLC$262,901,157262,901,157
Purkiss Capital Advisors LLC$262,660,487262,660,487
Financial Futures Ltd Liability Co.$262,613,397262,613,397
Melone Private Wealth, LLC$262,551,743262,551,743
Massachusetts Wealth Management$262,498,726262,498,726
Fortitude Advisory Group L.L.C.$261,754,572261,754,572
MOKAN Wealth Management Inc.$261,744,170261,744,170
EAGLE WEALTH STRATEGIES LLC$261,727,183261,727,183
Werlinich Asset Management, LLC$261,674,232261,674,232
Twin Lakes Capital Management, LLC$261,534,679261,534,679
ALKEME WEALTH, LLC$261,423,243261,423,243
Silverberg Bernstein Capital Management LLC$261,088,774261,088,774
Fairtree Asset Management (Pty) Ltd$260,904,369260,904,369
NYL Investors LLC$260,828,302260,828,302
NORTHBRIDGE FINANCIAL GROUP, LLC$260,824,647260,824,647
HORIZON FINANCIAL SERVICES, LLC$260,772,839260,772,839
Bravera Wealth$260,769,291260,769,291
VIRTUS ADVISERS, LLC$260,766,326260,766,326
Revere Asset Management, Inc$260,583,576260,583,576
TEALWOOD ASSET MANAGEMENT INC$260,510,000260,510,000
Robbins Farley$260,437,258260,437,258
Marnell Management LLC$260,352,689260,352,689