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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 04:27:44 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Grove Street Fiduciary, LLC$236,847,057236,847,057
Trail Ridge Investment Advisors, LLC$236,783,689236,783,689
Compass Financial Group, Inc.$236,701,340236,701,340
ADE, LLC$236,656,302236,656,302
MILLER WEALTH ADVISORS, LLC$236,623,218236,623,218
TAM Capital Management Inc.$236,549,754236,549,754
IRONWOOD WEALTH MANAGEMENT, INC.$236,538,960236,538,960
10Elms LLP$236,310,301236,310,301
Deane Retirement Strategies, Inc.$236,204,453236,204,453
CHELSEA COUNSEL CO$236,136,354236,136,354
Johnson Wealth Management, LLC$236,056,800236,056,800
CEERA INVESTMENTS, LLC$235,885,758235,885,758
ASO GROUP Ltd$235,879,000235,879,000
CMG Global Holdings, LLC$235,807,948235,807,948
EPIQ PARTNERS, LLC$235,800,708235,800,708
Frederick Financial Consultants, LLC$235,728,653235,728,653
ASSET PLANNING SERVICES INC /LA/ /ADV$235,611,000235,611,000
Latko Wealth Management, Ltd.$235,574,721235,574,721
Team Financial Group, LLC$235,546,712235,546,712
BostonPremier Wealth LLC$235,468,718235,468,718
Allodium Investment Consultants, LLC$235,464,894235,464,894
DLK Investment Management, LLC$235,153,589235,153,589
Plan A Wealth LLC$235,074,407235,074,407
Prepared Retirement Institute LLC$234,908,561234,908,561
MN Wealth Advisors, LLC$234,881,090234,881,090
BONTEMPO OHLY CAPITAL MGMT LLC$234,822,019234,822,019
AMANSA CAPITAL PTE. LTD.$234,806,902234,806,902
Crestview Partners II GP, L.P.$234,770,756234,770,756
PEREGRINE INVESTMENT MANAGEMENT INC$234,712,428234,712,428
Core Wealth Partners LLC$234,701,584234,701,584
Long Path Partners LP$234,638,038234,638,038
Serenity Investment Advisors$234,604,672234,604,672
Trevian Wealth Management LLC$234,599,614234,599,614
KANE INVESTMENT MANAGEMENT, INC.$234,564,565234,564,565
Northern Capital Management, Inc.$234,512,966234,512,966
NI ACQUISITIONS COMPANY, LLC$234,360,361234,360,361
CURA WEALTH ADVISORS, LLC$234,274,584234,274,584
Kessler Investment Group, LLC$234,224,461234,224,461
Aletheian Wealth Advisors LLC$234,161,850234,161,850
Ariose Capital Management Ltd$234,146,388234,146,388
Resolute Capital Asset Partners LLC$234,087,881234,087,881
Old North State Wealth Management, LLC$234,069,475234,069,475
Fortune 45 LLC$234,046,562234,046,562
Richardson Capital Management LLC$234,020,996234,020,996
Carroll Investors, Inc$234,016,470234,016,470
Pilgrim Partners Asia Pte Ltd$233,999,325233,999,325
WEST BANCORPORATION INC$233,834,586233,834,586
Blue Sky Capital Consultants Group, Inc.$233,822,506233,822,506
TOUNJIAN ADVISORY PARTNERS, LLC$233,811,411233,811,411
Olistico Wealth, LLC$233,767,488233,767,488
Fortune Financial Advisors, LLC$233,739,564233,739,564
Arta Finance Wealth Management LLC$233,656,510233,656,510
Sterneck Capital Management, LLC$233,415,667233,415,667
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$233,388,297233,388,297
MTM FINANCIAL GROUP, LLC$233,351,794233,351,794
LECAP ASSET MANAGEMENT LTD$233,175,403233,175,403
Sustainable Insight Capital Management, LLC$233,154,227233,154,227
Braeburn Wealth Management LLC$232,978,436232,978,436
Ironclad Investments LLC$232,954,518232,954,518
TRB Advisors LP$232,873,253232,873,253
BRIGHTON SECURITIES CORP.$232,832,182232,832,182
Davidson Kahn Capital Management, LLC$232,821,097232,821,097
MKA Charitable Fund$232,515,606232,515,606
Turning Point Benefit Group, Inc.$232,483,112232,483,112
Lauterbach Financial Advisors, LLC$232,468,976232,468,976
Panoramic Capital, LLC$232,421,036232,421,036
COOPER/HAIMS ADVISORS, LLC$232,411,010232,411,010
2Xideas AG$232,345,962232,345,962
TRV GP VI, LLC$232,275,395232,275,395
Elefante Mark B$232,217,617232,217,617
ShawSpring Partners LLC$232,082,002232,082,002
LAVELLE CAPITAL LP$232,055,698232,055,698
ARP Global Capital Ltd$231,923,848231,923,848
J.H. Whitney Equity Partners VII, LLC$231,921,057231,921,057
ELCO Management Co., LLC$231,877,070231,877,070
ONE PLUS ONE WEALTH MANAGEMENT, LLC$231,803,662231,803,662
Wishbone Management, LP$231,711,975231,711,975
Steffes Financial, Ltd.$231,625,595231,625,595
Accent Capital Management, LLC$231,477,793231,477,793
Notis-McConarty Edward$231,458,582231,458,582
PEOPLES FINANCIAL SERVICES CORP.$231,445,942231,445,942
Gray Private Wealth, LLC$231,389,989231,389,989
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)$231,324,880231,324,880
N10 ASSETS, LLC$231,296,982231,296,982
Foundry Financial Group, Inc.$231,291,683231,291,683
VVR Holdings LLC$231,244,875231,244,875
Founders Capital Management$231,121,861231,121,861
Legacy Wealth Advisors, LLC$231,035,101231,035,101
PFG Private Wealth Management, LLC$230,796,331230,796,331
CarsonAllaria Wealth Management, Ltd.$230,784,678230,784,678
AGP FRANKLIN, LLC$230,636,538230,636,538
Cooper Capital Advisors LLC$230,592,229230,592,229
Harold Davidson & Associates Inc.$230,580,742230,580,742
Bullock Wealth Management Group$230,578,667230,578,667
Note Advisors, LLC$230,573,603230,573,603
BURRUS FINANCIAL SERVICES, INC.$230,347,498230,347,498
Kensington Investment Counsel, LLC$230,241,808230,241,808
Strive Financial Group ,LLC$230,140,182230,140,182
BANYAN CAPITAL MANAGEMENT, INC.$230,096,184230,096,184
LCM Capital Management Inc$230,049,443230,049,443