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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 04:29:27 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
BDFS Capital LLC$230,043,473230,043,473
International City Management Association Retirement Corp$230,023,701230,023,701
MATRIX PRIVATE CAPITAL GROUP LLC$229,928,667229,928,667
Azarias Capital Management, L.P.$229,818,119229,818,119
Integrity Investment Advisors, LLC$229,772,949229,772,949
LCW Services, LLC$229,626,577229,626,577
A&I FINANCIAL SERVICES, LLC$229,610,987229,610,987
Catalys Pacific, LLC$229,453,865229,453,865
Highland Investment Advisors LLC$229,342,341229,342,341
Alhambra Investment Management LLC$229,115,863229,115,863
Catherine Avery Investment Management LLC$228,994,575228,994,575
Paul R. Ried Financial Group, LLC$228,915,588228,915,588
Smallwood Wealth Investment Management, LLC$228,878,835228,878,835
Painted Porch Advisors LLC$228,833,351228,833,351
Asset Advisory Group, Inc.$228,777,273228,777,273
tru Independence LLC$228,659,103228,659,103
Innovative Asset Advisors Group, LLC$228,574,317228,574,317
Wildcat Capital Management, LLC$228,529,463228,529,463
DOW CHEMICAL CO /DE/$228,467,745228,467,745
Summit Place Financial Advisors, LLC$228,308,631228,308,631
Benchmark Investment Advisors LLC$228,018,344228,018,344
MENLO ADVISORS LLC$227,921,000227,921,000
Adalta Capital Management LLC$227,783,605227,783,605
Mission Hills Financial Advisory, LLC$227,620,775227,620,775
Capital Square, LLC$227,534,680227,534,680
Castleview Partners, LLC$227,523,963227,523,963
Beartown Capital Management, LLC$227,420,523227,420,523
Tower View Wealth Management LLC$227,399,155227,399,155
Signet Investment Advisory Group, Inc.$227,348,358227,348,358
KRM WEALTH MANAGEMENT L.L.C.$227,277,741227,277,741
Next Level Wealth Planning, LLC$227,162,869227,162,869
Flower City Capital$227,117,336227,117,336
Wingate Wealth Advisors, Inc.$227,057,847227,057,847
TFB Advisors LLC$227,046,439227,046,439
Smith Thornton Advisors LLC$226,956,475226,956,475
CROBAN$226,868,776226,868,776
Sassicaia Capital Advisers LLC$226,822,437226,822,437
Cairn Investment Group, Inc.$226,748,000226,748,000
Wallace Foundation$226,742,767226,742,767
WOODWARD DIVERSIFIED CAPITAL, LLC$226,714,476226,714,476
Ridgepath Capital Management LLC$226,597,725226,597,725
FirstWave Capital Management LLC$226,579,894226,579,894
Mink Brook Asset Management LLC$226,572,538226,572,538
Oak Barrel Wealth Advisory LLC$226,452,999226,452,999
ROBINSON CAPITAL MANAGEMENT, LLC$226,404,323226,404,323
Gross & Hartman Investments LLC$226,400,182226,400,182
Point Windward Advisors Inc.$226,146,214226,146,214
Ariadne Wealth Management, LP$226,071,110226,071,110
Baugh & Associates, LLC$226,017,950226,017,950
Arch Global Advisors, LLC$226,014,260226,014,260
Laurel Wealth Planning LLC$225,999,957225,999,957
Charter Capital Management, LLC\DE$225,916,641225,916,641
Junk Investment Group, LLC$225,909,918225,909,918
True Wind Capital Management, L.P.$225,836,100225,836,100
Disciplined Equity Management, Inc.$225,792,263225,792,263
Sitrin Capital Management LLC$225,672,871225,672,871
Pacific Wealth Management$225,535,463225,535,463
Sea Cliff Partners Management, LP$225,522,436225,522,436
HATCH COVE CAPITAL, LLC$225,379,966225,379,966
Chronos Wealth Management, LLC$225,353,425225,353,425
Center For Asset Management LLC$225,323,713225,323,713
CWC Advisors, LLC.$225,248,210225,248,210
CVS HEALTH Corp$225,165,890225,165,890
Brucke Financial, Inc.$225,067,520225,067,520
Pennant Select, LLC$225,059,992225,059,992
Wealth Science Advisors LLC$224,980,768224,980,768
Colter Lewis Investment Partners LLC$224,979,564224,979,564
Ciovacco Capital Management LLC$224,732,806224,732,806
CONWAY CAPITAL MANAGEMENT, INC.$224,651,742224,651,742
LuminArx Capital Management LP$224,414,079224,414,079
Latigo Investments, LLC$224,412,856224,412,856
Moerus Capital Management LLC$224,381,064224,381,064
Wynn Capital, LLC$223,990,049223,990,049
Spice Expeditions, LP$223,917,095223,917,095
GRANVILLE CAPITAL, INC.$223,858,057223,858,057
Finer Wealth Management, Inc.$223,775,666223,775,666
Capstone Capital Management Ltd$223,554,489223,554,489
Oxford Wealth Group, LLC$223,547,320223,547,320
GOANNA CAPITAL MANAGEMENT LLC$223,540,479223,540,479
Catawba River Capital$223,491,154223,491,154
Pointe Capital Management LLC$223,490,909223,490,909
Spectrum Planning & Advisory Services Inc.$223,463,295223,463,295
Twin Securities, Inc.$223,450,874223,450,874
Noble Wealth Management PBC$223,442,845223,442,845
State of New Jersey Common Pension Fund A$223,389,657223,389,657
Pureheart Capital Pte Ltd.$223,340,489223,340,489
Cadence Wealth Management LLC$223,271,905223,271,905
RFP Financial Group LLC$223,260,920223,260,920
KilterHowling LLC$223,189,595223,189,595
JS Capital Management LLC$223,180,857223,180,857
Cohen Investment Advisors LLC$223,151,033223,151,033
Vestment Financial LLC$223,088,057223,088,057
Guinness Atkinson Asset Management Inc$223,051,212223,051,212
BROOKS, MOORE & ASSOCIATES, INC.$222,921,439222,921,439
MTC Wealth Management LLC$222,919,978222,919,978
Attessa Capital LLC$222,916,446222,916,446
Andar Capital Management HK Ltd$222,791,213222,791,213
Cromwell Holdings LLC$222,778,701222,778,701
Socorro Asset Management LP$222,763,906222,763,906
Downshift Financial, LLC$222,721,153222,721,153