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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 08:22:43 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
WEIK CAPITAL MANAGEMENT$260,285,065260,285,065
QUARRY HILL ADVISORS, LLC$260,221,599260,221,599
PATRON PARTNERS, LLC$260,111,761260,111,761
PFC CAPITAL GROUP, INC.$260,092,000260,092,000
Family CFO Inc$259,869,221259,869,221
InvesTrust$259,830,753259,830,753
Altus Wealth Management, LLC$259,786,147259,786,147
Heritage Wealth Management, Inc./Texas$259,746,197259,746,197
Porter White Investment Advisors, Inc.$259,741,357259,741,357
Palmer Knight Co$259,732,854259,732,854
MY.Alpha Management HK Advisors Ltd$259,615,410259,615,410
Clarus Wealth Advisors$259,507,662259,507,662
WJ Interests, LLC$259,360,277259,360,277
Diesslin Group, Inc.$259,229,564259,229,564
Optimist Retirement Group LLC$259,158,347259,158,347
Cherokee Insurance Co$259,127,555259,127,555
Elevation Capital Advisory, LLC$259,007,056259,007,056
Private Wealth Group, LLC$258,942,652258,942,652
Heritage Family Offices, LLP$258,935,183258,935,183
Endowment Wealth Management, Inc.$258,585,187258,585,187
Cottage Street Advisors LLC$258,571,440258,571,440
INSIGHT 2811, INC.$258,535,550258,535,550
Pacific Excel Wealth Advisors, Inc.$258,424,156258,424,156
Resolute Wealth Strategies, LLC$258,125,966258,125,966
Mach-1 Financial Group, LLC$258,095,372258,095,372
Beach Point Capital Management LP$258,077,240258,077,240
Darrow Company, Inc.$258,068,915258,068,915
Lloyd Advisory Services, LLC.$258,030,215258,030,215
Family Capital Management, Inc.$257,992,075257,992,075
GREAT HILL PARTNERS, L.P.$257,751,247257,751,247
Robertson Opportunity Capital, LLC$257,697,995257,697,995
Inherent Management Corp.$257,615,372257,615,372
Ergawealth Advisors, Inc.$257,508,490257,508,490
Prospect Hill Management, LLC$257,489,064257,489,064
Beaumont Asset Management, L.L.C.$257,425,430257,425,430
Transcendent Capital Group LLC$257,126,870257,126,870
UNTITLED INVESTMENTS LP$256,981,750256,981,750
New England Research & Management, Inc.$256,946,530256,946,530
Guardian Financial Partners, LLC$256,937,544256,937,544
HMV Wealth Advisors, LLC$256,868,205256,868,205
Leslie Global Wealth, LLC$256,802,239256,802,239
626 Financial, LLC$256,754,950256,754,950
Miller Capital Partners, Inc.$256,740,520256,740,520
Birchcreek Wealth Management, LLC$256,680,781256,680,781
DAILY JOURNAL CORP$256,664,220256,664,220
CNB Bank$256,554,557256,554,557
NBZ Investment Advisors LLC$256,494,559256,494,559
IVC Wealth Advisors LLC$256,391,376256,391,376
DAVIDSON TRUST CO$256,333,841256,333,841
Kiker Wealth Management, LLC$256,279,585256,279,585
My Personal CFO, LLC$256,179,409256,179,409
Sage Capital Management, LLC$256,172,041256,172,041
BYRNE FINANCIAL FREEDOM, LLC$256,121,349256,121,349
Meritas Wealth Management, LLC$256,064,732256,064,732
VESTIA PERSONAL WEALTH ADVISORS$256,043,483256,043,483
Punch Card Management L.P.$255,951,708255,951,708
Wealth Management Strategies, Inc.$255,918,196255,918,196
Yoder Wealth Management, Inc.$255,851,445255,851,445
Causey Wealth LLC$255,848,515255,848,515
1248 Management, LLC$255,823,980255,823,980
Tull Financial Group, Inc.$255,531,424255,531,424
Altrafin AG$255,326,591255,326,591
Tribridge Partners Financial LLC$255,197,088255,197,088
MAINSAIL ASSET MANAGEMENT, LLC$255,167,275255,167,275
Carolina Wealth Advisors, LLC$255,145,600255,145,600
Politan Capital Management LP$255,024,054255,024,054
VISTA INVESTMENT PARTNERS II, LLC$254,974,577254,974,577
SHELTON WEALTH MANAGEMENT, LLC$254,914,444254,914,444
Sprinkle Financial Consultants LLC$254,907,740254,907,740
State Insurance Fund$254,847,751254,847,751
Flatrock Wealth Partners LLC$254,578,124254,578,124
HARVEST MANAGEMENT LLC$254,487,502254,487,502
Millington Financial Advisors, LLC$254,382,539254,382,539
Essex Woodlands Management, Inc.$254,232,337254,232,337
Cherry Creek Investment Advisors, Inc.$254,088,312254,088,312
Eastover Investment Advisors LLC$253,894,575253,894,575
Aurelius Family Office LLC$253,867,968253,867,968
GEM Asset Management, LLC$253,851,170253,851,170
Fairfield Financial Advisors, LTD$253,842,784253,842,784
Gainplan LLC$253,816,047253,816,047
McKinney Capital Management, LLC$253,775,929253,775,929
Oxinas Partners, LLC$253,729,435253,729,435
TRV GP IV, LLC$253,684,290253,684,290
Signature Resources Capital Management, LLC$253,638,599253,638,599
Silver Oak Advisory Group, Inc.$253,628,000253,628,000
First Bancorp, Inc /ME/$253,431,799253,431,799
WJ Wealth Management, LLC$253,413,472253,413,472
OPTIMA CAPITAL LLC$253,366,996253,366,996
Dogwood Wealth Management LLC$253,361,014253,361,014
93 Financial Group, LLC$253,325,686253,325,686
DCM Advisors, LLC$253,303,420253,303,420
EMC Capital Management$253,284,000253,284,000
Hiley Hunt Wealth Management$253,061,732253,061,732
SimpliFi, Inc.$253,036,861253,036,861
Granite Harbor Advisors, Inc.$252,907,099252,907,099
Cane Capital Partners, LLC$252,863,553252,863,553
Brentview Investment Management LLC$252,728,889252,728,889
Central Asset Investments & Management Holdings (HK) Ltd$252,677,280252,677,280
Empire Financial Management Company, LLC$252,510,505252,510,505
Eos Management, L.P.$252,353,471252,353,471