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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 2026-10-14 23:36:25 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
STERLING INVESTMENT ADVISORS LLC /ADV$222,638,827222,638,827
Symphony Financial Services, Inc.$222,615,535222,615,535
Tudor Financial Inc.$222,477,852222,477,852
SAGE PRIVATE WEALTH GROUP, LLC$222,416,008222,416,008
Ategra Capital Management, LLC$222,318,991222,318,991
Mirabaud Asset Management (France) SAS$222,304,970222,304,970
Whalen Wealth Management Inc.$222,231,524222,231,524
BankPlus Wealth Management LLC$222,215,345222,215,345
Mendel Capital Management LLC$222,206,278222,206,278
Coign Capital Advisors LLC$222,182,626222,182,626
PTM WEALTH MANAGEMENT, LLC$222,090,331222,090,331
17 CAPITAL PARTNERS, LLC$221,927,151221,927,151
Sylvest Advisors, LLC$221,831,643221,831,643
Lionhunter Capital Management, LLC$221,787,488221,787,488
Hyperion Capital Advisors LP$221,748,674221,748,674
Ampersand Capital Group, L.P.$221,684,377221,684,377
FIRST COMMUNITY TRUST NA$221,418,914221,418,914
Monolith Management Ltd$221,369,377221,369,377
AMERICAN FINANCIAL & TAX STRATEGIES INC$221,347,162221,347,162
MWA Asset Management$221,265,882221,265,882
WIMMER ASSOCIATES 1, LLC$221,216,824221,216,824
Estate Planners Group, LLC$221,132,441221,132,441
Ausbil Investment Management Ltd$221,019,294221,019,294
Ryan Investment Management, Inc.$220,913,433220,913,433
Ameraudi Asset Management, Inc.$220,775,483220,775,483
R2 Capital Strategies, LLC$220,748,766220,748,766
EJMK Ventures LLC$220,308,624220,308,624
Citadel Investment Advisory, Inc.$220,258,000220,258,000
Prospect Capital Advisors, LLC$220,245,828220,245,828
Metatron Capital SICAV plc - Metatron Long Term Equity Fund$220,207,665220,207,665
DEEPWATER ASSET MANAGEMENT, LLC$220,205,754220,205,754
Yardley Wealth Management LLC$220,120,165220,120,165
One Wealth Map LLC$220,082,182220,082,182
Lake Hills Wealth Management, LLC$220,035,389220,035,389
W ADVISORS, LLC$219,920,636219,920,636
Infusive Asset Management Inc.$219,828,187219,828,187
Solano Wealth Investment Advisors LLC$219,751,148219,751,148
Exit Wealth Advisors, LLC.$219,618,733219,618,733
Boomfish Wealth Group, LLC$219,531,506219,531,506
Orion Resource Partners LP$219,436,446219,436,446
PRIMORIS WEALTH ADVISORS, LLC$219,270,247219,270,247
CORNERSTONE ENTERPRISES, LLC$219,238,711219,238,711
William Marsh Rice University$219,203,962219,203,962
CANERECTOR INC$219,175,751219,175,751
Horizon Family Wealth, Inc.$219,097,633219,097,633
Bull Street Advisors, LLC$219,020,000219,020,000
Values First Advisors, Inc.$218,959,211218,959,211
Pacific Point Advisors, LLC$218,954,051218,954,051
Comprehensive Wealth Management, LLC$218,880,544218,880,544
RiverPark Advisors, LLC$218,849,008218,849,008
Sunbeam Capital Management, LLC$218,791,934218,791,934
Horrell Capital Management, Inc.$218,769,299218,769,299
7G CAPITAL MANAGEMENT, LLC$218,595,965218,595,965
LifeGoal Investments, LLC$218,476,125218,476,125
PERRY CREEK CAPITAL LP$218,442,480218,442,480
MPWM ADVISORY SOLUTIONS, LLC$218,390,704218,390,704
Lantern Wealth Advisors, LLC$218,386,066218,386,066
Tiger Pacific Capital LP$218,280,674218,280,674
Saxony Capital Management, LLC$218,228,248218,228,248
OxenFree Capital LLC$218,152,536218,152,536
Main Line Retirement Advisors, LLC$218,087,367218,087,367
FSA Advisors, Inc.$218,071,011218,071,011
RiverGlades Family Offices LLC$217,969,090217,969,090
Galilei Investment Office LLP$217,937,921217,937,921
Juniper Capital Advisors, L.P.$217,905,755217,905,755
Financial Freedom, LLC$217,874,053217,874,053
COOPER INVESTORS PTY LTD$217,826,956217,826,956
Signature Equity Partners, LLC$217,809,015217,809,015
DEFINE FINANCIAL, LLC$217,792,302217,792,302
Carson Advisory Inc.$217,739,770217,739,770
XXI WEALTH, LLC$217,679,891217,679,891
LEGACY CAPITAL WEALTH MANAGEMENT, LLC$217,663,274217,663,274
Turas Capital Management LP$217,657,694217,657,694
RPD Fund Management LLC$217,610,687217,610,687
WOLFF WIESE MAGANA LLC$217,451,979217,451,979
Pearl Planning LLC$217,422,693217,422,693
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$217,408,025217,408,025
NEXTBio Capital Management LP$217,397,102217,397,102
Carolina Wealth Management Inc$217,377,796217,377,796
CORRADO ADVISORS, LLC$217,263,452217,263,452
ENGLISH CAPITAL MANAGEMENT LLC$217,233,492217,233,492
DELTA CAPITAL MANAGEMENT LLC$217,159,000217,159,000
Envision Financial LLC$217,094,160217,094,160
OmniStar Financial Group, Inc.$217,049,030217,049,030
Essential Partners LLC$217,026,533217,026,533
Jones Kertz & Associates, Inc.$216,916,865216,916,865
Guardian Asset Advisors, LLC$216,870,086216,870,086
BELLEVUE ASSET MANAGEMENT, LLC$216,736,787216,736,787
Chou Associates Management Inc.$216,591,903216,591,903
Friedenthal Financial$216,587,010216,587,010
SECURITY NATIONAL BANK OF SO DAK$216,577,643216,577,643
Ballast Rock Private Wealth LLC$216,532,435216,532,435
Tenzing Global Management, LLC$216,459,700216,459,700
OMNI 360 Wealth, Inc.$216,438,304216,438,304
Enstar Group LTD$216,354,435216,354,435
ISLAY CAPITAL MANAGEMENT, LLC$216,280,844216,280,844
Barnes Wealth Management Group, Inc$216,238,077216,238,077
SWP FINANCIAL LLC$216,222,967216,222,967
Paragon Capital Management LLC$216,081,674216,081,674
GuidedMoney, LLC$216,038,972216,038,972