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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 06:48:01 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
HRC WEALTH MANAGEMENT, LLC$244,419,638244,419,638
Aspect Management, LLC$244,393,472244,393,472
Innova Wealth Partners$244,356,627244,356,627
POTENTIA WEALTH$244,240,411244,240,411
DOVER ADVISORS, LLC$244,239,957244,239,957
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$244,213,319244,213,319
8VC AI Fund I MM, LLC$244,210,198244,210,198
Trademark Financial Management, LLC$244,179,217244,179,217
Leicht Financial Planning & Wealth Management, Inc.$244,067,607244,067,607
Georgetown University$243,993,225243,993,225
Second Half Financial Partners, LLC$243,918,887243,918,887
Sterling Group Wealth Management, LLC$243,737,329243,737,329
Grey Rock Energy Management, LLC$243,722,919243,722,919
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$243,694,383243,694,383
Powers Capital, LLC$243,689,639243,689,639
MRWM Advisors, LLC$243,306,197243,306,197
Tejara Capital Ltd$243,303,650243,303,650
JNE Partners LLP$243,217,386243,217,386
MOTIVE WEALTH ADVISORS$243,159,882243,159,882
UDINE WEALTH MANAGEMENT, INC.$242,920,027242,920,027
NewGen Asset Management Ltd$242,731,790242,731,790
Legacy Wealth Managment, LLC/ID$242,730,068242,730,068
THREADGILL FINANCIAL, LLC$242,625,985242,625,985
One William Street Capital Management, L.P.$242,488,349242,488,349
Pacific Sun Financial Corp$242,460,117242,460,117
Sound Stewardship, LLC$242,417,708242,417,708
Eukles Asset Management$242,375,890242,375,890
Higgins & Schmidt Wealth Strategies LLC$242,332,339242,332,339
IRON Financial LLC$242,301,224242,301,224
Long Island Wealth Management, Inc.$242,195,113242,195,113
DoubleLine ETF Adviser LP$242,169,399242,169,399
Wealthcare Capital Partners, LLC$242,012,460242,012,460
TrueWealth Financial Partners$242,003,501242,003,501
Royalty Pharma Sub-Manager, LLC$241,917,580241,917,580
Financial Harvest, LLC$241,875,791241,875,791
Sunesis Advisors, LLC$241,862,352241,862,352
Unconventional Investor, LLC$241,752,345241,752,345
Arcus Capital Partners, LLC$241,728,366241,728,366
Thayer Partners, LLC / MA$241,556,903241,556,903
PEAK FINANCIAL ADVISORS LLC$241,506,342241,506,342
Curry Webb Wealth Management LLC$241,472,887241,472,887
PACK Private Wealth, LLC$241,467,938241,467,938
ALETHEA CAPITAL MANAGEMENT, LLC$241,411,144241,411,144
NIA IMPACT ADVISORS, LLC$241,387,390241,387,390
Riverstone Advisors, LLC$241,147,421241,147,421
Financial Avengers, Inc.$241,126,507241,126,507
Westhampton Capital, LLC$241,047,224241,047,224
ARWA LLC$241,022,839241,022,839
Plotkin Financial Advisors, LLC$240,988,312240,988,312
Midwest Financial Partners Investments, Inc.$240,787,220240,787,220
MARSHALL INVESTMENT MANAGEMENT, LLC$240,752,576240,752,576
Avos Capital Management, LLC$240,727,928240,727,928
Walser Wealth Management Company, A Ltd Liability Co$240,711,172240,711,172
WealthCare Asset Management, LLC$240,701,048240,701,048
Ardent Capital Management, Inc.$240,619,575240,619,575
Privium Fund Management (UK) Ltd$240,447,603240,447,603
Koesten, Hirschmann & Crabtree, INC.$240,185,588240,185,588
MITCHELL SINKLER & STARR/PA$240,117,343240,117,343
Worth Financial Advisory Group, LLC$240,001,358240,001,358
GRAND WEALTH MANAGEMENT, LLC$239,940,574239,940,574
Cobblestone Asset Management LLC$239,757,882239,757,882
GPM Growth Investors, Inc.$239,478,735239,478,735
SOUTHERN CAPITAL ADVISORS, LLC$239,452,985239,452,985
Brown Financial Advisory$239,416,197239,416,197
Cerity Partners Retirement Plan Advisors LLC$239,369,762239,369,762
Visionary Horizons, LLC$239,263,991239,263,991
First Citizens Financial Corp$239,192,237239,192,237
Aull & Monroe Investment Management Corp$239,188,283239,188,283
R. W. Roge & Company, Inc.$239,051,000239,051,000
CNA FINANCIAL CORP$238,996,980238,996,980
BRIGHT FINANCIAL ADVISORS, INC.$238,862,071238,862,071
Kapstone Financial Advisors LLC$238,845,123238,845,123
CDC Financial, Inc.$238,833,749238,833,749
Carl P. Sherr & Co., LLC$238,645,070238,645,070
Victrix Investment Advisors$238,542,204238,542,204
Clarity Capital Advisors, LLC$238,537,787238,537,787
Norway Savings Bank$238,534,235238,534,235
CITY NATIONAL BANK OF FLORIDA /MSD$238,486,075238,486,075
Collaborative Wealth Managment Inc.$238,423,077238,423,077
Pinnacle Family Advisors, LLC$238,368,615238,368,615
Ring Mountain Capital, LLC$238,302,785238,302,785
SMA Capital LLC$238,090,420238,090,420
TANDEM CAPITAL MANAGEMENT CORP /ADV$237,803,736237,803,736
Soviero Asset Management, LP$237,782,781237,782,781
Green Ridge Wealth Planning LLC$237,754,480237,754,480
Horizon Advisory Services, Inc.$237,621,069237,621,069
Boit C F David$237,614,448237,614,448
Cornerstone Select Advisors, LLC$237,605,026237,605,026
BLUEDOOR PRIVATE WEALTH, LLC$237,547,707237,547,707
TABLEAUX LLC$237,539,643237,539,643
NBH Bank$237,352,619237,352,619
Client First Investment Management LLC$237,294,960237,294,960
Grant Private Wealth Management Inc$237,165,825237,165,825
Crestview Partners III GP, L.P.$237,161,086237,161,086
Sequent Asset Management, LLC$237,112,862237,112,862
ARCADIA INVESTMENT ADVISORS LLC$237,106,255237,106,255
RETIREMITTEN FINANCIAL LLC$237,101,835237,101,835
BancFirst Trust & Investment Management$237,005,472237,005,472
True Blue Financial, LLC$236,898,240236,898,240
CONTINENTAL ADVISORS LLC$236,866,229236,866,229