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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 23:36:26 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
WISCONSIN CAPITAL MANAGEMENT LLC$210,700,160210,700,160
Stegner Investment Associates Inc.$210,327,257210,327,257
Aristotle Pacific Capital, LLC$210,298,220210,298,220
Three Cord True Wealth Management, LLC$210,187,347210,187,347
Beckerman Institutional, LLC$210,165,069210,165,069
Bradley & Co. Private Wealth Management, LLC$209,834,064209,834,064
Index Venture Growth Associates V Ltd$209,660,432209,660,432
Baron Financial Group, LLC$209,565,830209,565,830
FISCHER INVESTMENT STRATEGIES, LLC$209,559,713209,559,713
Arcadia Wealth Management, Inc.$209,558,254209,558,254
apricus wealth, LLC$209,500,807209,500,807
Shearwater Capital LLC$209,435,924209,435,924
Trust Investment Advisors$209,402,217209,402,217
Integrity Financial Corp /WA$209,317,913209,317,913
Sherrill & Hutchins Financial Advisory, Inc$209,195,544209,195,544
SARD WEALTH MANAGEMENT GROUP, LLC$209,120,413209,120,413
Humankind Investments LLC$209,117,363209,117,363
PANORAMIC INVESTMENT ADVISORS, LLC$209,061,805209,061,805
Dempze Nancy E$208,993,078208,993,078
PENINSULA ASSET MANAGEMENT INC$208,912,093208,912,093
HOGE FINANCIAL SERVICES, LLC$208,889,904208,889,904
IFS Advisors, LLC$208,802,438208,802,438
RLH Capital LLC$208,764,991208,764,991
PACIFIC FINANCIAL GROUP INC$208,627,298208,627,298
Financial Architects, LLC$208,536,449208,536,449
Oak Wealth Advisors LLC$208,490,708208,490,708
Capelight Capital Asset Management LP$208,421,034208,421,034
Aberdeen Wealth Management LLC$208,348,883208,348,883
PROMETHIUM ADVISORS,LLC$208,346,310208,346,310
Axis Wealth Partners, LLC$208,335,445208,335,445
Monument Group Wealth Advisors, LLC$208,327,745208,327,745
Meridian Financial Advisors, LLC$208,134,577208,134,577
Andrews Advisory Associates, LLC$208,081,693208,081,693
Kentucky Trust Co$207,901,441207,901,441
AFT, FORSYTH & COMPANY, INC.$207,889,420207,889,420
Arena Capital Advisors, LLC- CA$207,877,031207,877,031
Intelligent Financial Strategies$207,836,862207,836,862
Sheridan Capital Management, LLC$207,809,031207,809,031
William B. Walkup & Associates, Inc.$207,704,637207,704,637
STONEBRIDGE CAPITAL MANAGEMENT INC$207,610,848207,610,848
Babb Wealth Advisors LLC$207,487,262207,487,262
BCK Partners, Inc.$207,442,393207,442,393
Seven Bridges Advisors LLC$207,423,533207,423,533
RWQ Financial Management Services, Inc.$207,337,699207,337,699
Everstar Asset Management, LLC$207,282,761207,282,761
Topel & Distasi Wealth Management, LLC$207,280,298207,280,298
RIDGECREST WEALTH PARTNERS, LLC$207,277,849207,277,849
LYNWOOD PRICE CAPITAL MANAGEMENT LP$207,079,222207,079,222
CATALYST PRIVATE WEALTH, LLC$207,070,499207,070,499
Semus Wealth Partners LLC$206,905,960206,905,960
Hofer & Associates. Inc$206,860,094206,860,094
Mullaney, Keating & Wright, Inc.$206,791,048206,791,048
Aspen Wealth Strategies, LLC$206,689,022206,689,022
GordonMD Global Investments LP$206,658,499206,658,499
Old Peak Finance LLC$206,602,238206,602,238
Avid Wealth Partners LLC$206,560,722206,560,722
SUTTON PLACE INVESTORS LLC$206,519,013206,519,013
ANDERA PARTNERS$206,475,858206,475,858
Harrington Investments, INC$206,473,605206,473,605
Corsicana & Co.$206,373,285206,373,285
Stephens Group, LLC$206,321,653206,321,653
Cassia Capital Partners, LLC$206,282,955206,282,955
Lexington Hill Partners, LLC$206,238,776206,238,776
GOLDEN ROAD ADVISORS LLC$206,186,370206,186,370
TFJ Management, LLC$206,111,306206,111,306
Galaxy Digital Capital Management GP LLC$206,074,130206,074,130
Creek Drive Management Group LLC$205,987,155205,987,155
Flight Deck Capital, LP$205,955,321205,955,321
Lalia Capital, LLC$205,747,125205,747,125
Sachetta, LLC$205,708,766205,708,766
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$205,673,192205,673,192
First City Capital Management, Inc.$205,506,252205,506,252
ALLEN WEALTH MANAGEMENT, LLC$205,356,701205,356,701
SPRING CAPITAL MANAGEMENT, LLC$205,318,265205,318,265
WESPAC Advisors, LLC$205,131,034205,131,034
Treasure Coast Financial Planning$205,002,472205,002,472
American Airlines Group Inc.$204,971,228204,971,228
LOWERY THOMAS, LLC$204,713,488204,713,488
Birch Capital Management, LLC$204,688,309204,688,309
Orcam Financial Group$204,681,328204,681,328
11.2 Capital Management, LLC$204,566,531204,566,531
PINNEY & SCOFIELD, INC.$204,546,537204,546,537
William Allan Corp$204,480,584204,480,584
CAP Partners, LLC$204,441,857204,441,857
Westview Management dba Westview Investment Advisors$204,356,549204,356,549
BEACON ADVISORS HOLDINGS, LLC$204,316,222204,316,222
Buckland Partners Management Co LLC$204,180,342204,180,342
Mithaq Capital SPC$204,047,752204,047,752
EADS & HEALD WEALTH MANAGEMENT$204,045,850204,045,850
Clarity Asset Management, Inc.$203,934,251203,934,251
REDPOINT MANAGEMENT, LLC$203,917,573203,917,573
MB Generational Wealth, LLC$203,894,918203,894,918
4J Wealth Management LLC$203,870,576203,870,576
Pacific Asset Management, LLC$203,780,544203,780,544
Loudon Investment Management, LLC$203,685,788203,685,788
AF Advisors, Inc.$203,598,155203,598,155
Guardian Wealth Management, Inc.$203,521,269203,521,269
Bullseye Investment Management, LLC$203,471,938203,471,938
Little Harbor Advisors, LLC$203,417,090203,417,090
FAIRFIELD, BUSH & CO.$203,385,129203,385,129