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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 08:23:03 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Darden Wealth Group Inc$252,330,181252,330,181
HUTNER CAPITAL MANAGEMENT INC$252,139,573252,139,573
Christensen, King & Associates Investment Services, Inc.$251,702,966251,702,966
Kintayl Capital LP$251,681,473251,681,473
Unifi Asset Management LP$251,432,718251,432,718
Regency Capital Management Inc.\DE$251,396,316251,396,316
Norris Financial Group, LLC$251,294,036251,294,036
Tandem Wealth Advisors LLC$251,247,866251,247,866
BOYUM WEALTH ARCHITECTS LLC$251,187,354251,187,354
MOR Wealth Management, LLC$251,170,077251,170,077
Client First Capital LLC$251,125,241251,125,241
Aufman Associates Inc$250,883,835250,883,835
Compass Wealth Management, LLC/GA$250,865,808250,865,808
Saraza Management, LP$250,851,673250,851,673
ABOUND FINANCIAL, LLC$250,837,764250,837,764
Latitude Advisors, LLC$250,758,068250,758,068
Ballast Asset Management, LP$250,741,344250,741,344
Keyes, Stange & Wooten Wealth Management, LLC$250,634,832250,634,832
Sherborne Investors Management LP$250,619,474250,619,474
Pflug Koory, LLC$250,348,893250,348,893
DUDLEY CAPITAL MANAGEMENT, LLC$250,299,964250,299,964
MW ADVISORY, LLC$250,259,692250,259,692
Quadratic Capital Management LLC$250,141,292250,141,292
Jupiter Wealth Management LLC$249,979,793249,979,793
Bernzott Capital Advisors$249,867,544249,867,544
Matisse Capital$249,756,496249,756,496
Level Wealth Management LLC$249,670,122249,670,122
BROGAN FINANCIAL, INC.$249,524,888249,524,888
Fox Hill Wealth Management$249,403,247249,403,247
Mirabaud & Cie SA$249,189,271249,189,271
Rockingstone Advisors LLC$249,076,929249,076,929
VPR Management LLC$249,002,058249,002,058
Rising Stella Capital Pte. Ltd$248,981,139248,981,139
Generali Investments Towarzystwo Funduszy Inwestycyjnych$248,975,554248,975,554
SCHULHOFF & CO INC$248,974,259248,974,259
Independent Family Office, LLC$248,940,932248,940,932
UNION SAVINGS BANK$248,905,331248,905,331
Cascade Wealth Advisors, Inc$248,888,550248,888,550
Windle Wealth, LLC$248,883,573248,883,573
BlackDiamond Wealth Management, LLC$248,869,914248,869,914
FOGEL CAPITAL MANAGEMENT, INC.$248,711,386248,711,386
STUART INVESTMENT ADVISORS, INC.$248,626,570248,626,570
Alpha Family Trust$248,583,127248,583,127
JIM SAULNIER & ASSOCIATES, LLC$248,575,830248,575,830
Pennsylvania State University$248,543,704248,543,704
Finley Financial, LLC$248,464,385248,464,385
Pavion Blue Capital, LLC$248,416,106248,416,106
Steelhead Wealth Management LLC$248,390,000248,390,000
Two Point Capital Management, Inc.$248,247,669248,247,669
ARBOR TRUST WEALTH ADVISORS, LLC$248,020,182248,020,182
SEAMOUNT FINANCIAL GROUP INC$248,000,522248,000,522
RHS Financial, LLC$247,881,375247,881,375
Dilation Capital Management LP$247,826,016247,826,016
Cunning Capital Partners, LP$247,764,000247,764,000
True Blue (BVI) Ltd$247,751,715247,751,715
LYNX CAPITAL GROUP LTD /ADV$247,700,565247,700,565
GoalFusion Wealth Management, LLC$247,664,089247,664,089
WILLIAM JOHN SEMPOLINSKI$247,660,781247,660,781
Elite Financial, Inc.$247,569,000247,569,000
North Berkeley Wealth Management, LLC$247,360,467247,360,467
Councilor Wealth, LLC$247,167,612247,167,612
Torque Asset Management LLC$247,023,073247,023,073
PFS Partners, LLC$246,981,975246,981,975
Fairfield University$246,970,662246,970,662
DIXON FNANCIAL SERVICES, INC.$246,891,247246,891,247
BLUE SQUARE ASSET MANAGEMENT, LLC$246,814,547246,814,547
Tribune Investment Group LP$246,694,384246,694,384
GARRISON POINT ADVISORS, LLC$246,564,632246,564,632
TTP Investments, Inc.$246,521,211246,521,211
American State Bank (Iowa)$246,511,469246,511,469
Archon Capital Management LLC$246,300,922246,300,922
Unison Asset Management LLC$246,241,959246,241,959
Applied Capital LLC/FL$246,209,153246,209,153
Midwest Capital Advisors, LLC$246,189,241246,189,241
Murphy, Middleton, Hinkle & Parker, Inc.$246,120,905246,120,905
NorthStar Asset Management LLC /NJ/$246,012,850246,012,850
STEINBERGANNA WEALTH MANAGEMENT$245,991,778245,991,778
Taylor Securities Services, Inc.$245,935,548245,935,548
POSTROCK PARTNERS LLC$245,928,064245,928,064
Socha Financial Group, LLC$245,875,859245,875,859
Warburton Capital Management, LLC$245,870,000245,870,000
KIECKHEFER GROUP LLC$245,746,459245,746,459
LCC Family Corp.$245,696,518245,696,518
Fire Capital Management LLC$245,650,999245,650,999
P2 Capital Partners, LLC$245,565,611245,565,611
Beaton Management Co. Inc.$245,442,000245,442,000
STAR Financial Bank$245,441,994245,441,994
Avondale Wealth Management$245,267,271245,267,271
WESTBOURNE INVESTMENTS, INC.$245,234,058245,234,058
I.G.Y. Ltd$245,182,245245,182,245
GP Brinson Investments LLC$244,932,838244,932,838
Enterprise Financial Services Corp$244,921,856244,921,856
WESTPORT ASSET MANAGEMENT INC$244,903,573244,903,573
Sentinel Advisory Group, LLC$244,892,569244,892,569
AMERIFLEX GROUP, INC.$244,730,739244,730,739
FORTE ASSET MANAGEMENT LLC$244,647,481244,647,481
C M BIDWELL & ASSOCIATES LTD$244,629,319244,629,319
Spectrum Investment Advisors, Inc.$244,601,703244,601,703
P SCHOENFELD ASSET MANAGEMENT LP$244,476,722244,476,722
Ravenstone Capital Management Inc.$244,425,336244,425,336