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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 18:32:11 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Clay Northam Wealth Management, LLC$203,276,160203,276,160
Sage Advisory Services, Ltd.Co.$203,244,000203,244,000
Pettee Investors, Inc.$203,220,310203,220,310
WASHBURN CAPITAL MANAGEMENT, INC.$203,142,401203,142,401
AtlasMark Financial, Inc$203,117,708203,117,708
Rachor Investment Advisory Services, LLC$203,076,456203,076,456
Twin Peaks Capital Ltd$203,010,404203,010,404
Bucket List Wealth Management, LLC$202,986,695202,986,695
Financial Alternatives, Inc$202,940,129202,940,129
Flywheel Private Wealth LLC$202,916,833202,916,833
Taylor & Morgan Wealth Management, LLC$202,852,439202,852,439
Salus Financial Advisors, LLC$202,843,331202,843,331
ELWOOD CAPITAL PARTNERS LP$202,816,888202,816,888
Valley Financial Group, Inc.$202,787,340202,787,340
American Trust Investment Advisors, LLC$202,560,622202,560,622
Tower Wealth Partners, Inc.$202,558,141202,558,141
Mill Road Capital Management LLC$202,530,920202,530,920
EVR Research LP$202,529,688202,529,688
Longview Financial Advisors LLC$202,360,053202,360,053
Delphi Financial Group, Inc.$202,334,870202,334,870
HILLTOP WEALTH ADVISORS, LLC$202,223,270202,223,270
Winthrop Partners - WNY, LLC$202,205,354202,205,354
BRANDYWINE MANAGERS, LLC$202,159,333202,159,333
Orland Properties Ltd$202,129,184202,129,184
Farringdon Capital, Ltd.$201,843,168201,843,168
Spectrum Strategic Capital Management, LLC$201,756,935201,756,935
Meriwether Wealth & Planning, LLC$201,700,547201,700,547
InTrack Investment Management Inc$201,690,860201,690,860
ORSER CAPITAL MANAGEMENT, LLC$201,539,515201,539,515
Harvest Investment Advisors, LLC$201,519,287201,519,287
Align Financial, LLC$201,510,384201,510,384
SCRATCH CAPITAL LLC$201,489,792201,489,792
SANDLER CAPITAL MANAGEMENT$201,451,169201,451,169
Nierenberg Investment Management Company, LLC$201,445,405201,445,405
Williamson Legacy Group, LLC$201,415,411201,415,411
LAM GROUP, INC.$201,357,907201,357,907
Beacon Financial Strategies CORP$201,186,772201,186,772
Two West Capital Advisors LLC$201,156,030201,156,030
CoreFirst Bank & Trust$201,095,727201,095,727
Element Squared LLC$200,999,567200,999,567
DUTCH ASSET Corp$200,991,188200,991,188
Vitruvian Partners LLP$200,960,866200,960,866
Marest Capital, LLC$200,866,817200,866,817
Principia Wealth Advisory, LLC$200,861,660200,861,660
VIRGINIA WEALTH MANAGEMENT GROUP, INC.$200,817,938200,817,938
Wealth Forward, LLC$200,794,801200,794,801
Greater Midwest Financial Group, LLC$200,605,177200,605,177
Counterweight Ventures, LLC$200,603,689200,603,689
J. H. Whitney Equity Partners VI, LLC$200,592,879200,592,879
Capasso Planning Partners LLC$200,511,369200,511,369
Marathon Mission, Inc.$200,346,059200,346,059
FORTRESS FINANCIAL GROUP, LLC$200,258,223200,258,223
SCHOLTZ & COMPANY, LLC$200,256,458200,256,458
McDonough Capital Management, Inc$200,083,037200,083,037
Thompson David Blair$200,034,998200,034,998
Brindle & Bay Financial Advisors, LLC$199,949,044199,949,044
Disciplined Investors, L.L.C.$199,941,012199,941,012
Guardian Wealth Advisors, LLC$199,834,451199,834,451
Battery Global Advisors, LLC$199,802,918199,802,918
CASTLEKEEP INVESTMENT ADVISORS LLC$199,636,591199,636,591
SHARPEPOINT LLC$199,619,811199,619,811
Rose Capital Advisors LLC$199,510,033199,510,033
Independence Wealth Advisors, LLC$199,322,798199,322,798
Cetera Trust Company, N.A$199,297,300199,297,300
SEG Family Corp.$199,294,237199,294,237
All-Stars Investment Ltd$199,227,931199,227,931
Riverbend Wealth Management, LLC$199,119,779199,119,779
Patrick Mauro Investment Advisor, INC.$198,959,996198,959,996
DBA TRADING, LLC$198,935,398198,935,398
McBroom & Associates, LLC$198,885,157198,885,157
VIAWEALTH, LLC$198,797,141198,797,141
Park Avenue Institutional Advisers LLC$198,701,875198,701,875
Milestone Asset Management Group, LLC$198,557,823198,557,823
AOZORA BANK, LTD.$198,507,000198,507,000
Hilton Head Capital Partners, LLC$198,492,332198,492,332
ARRIEN INVESTMENTS, INC.$198,306,818198,306,818
Walker Asset Management, LLC$198,217,506198,217,506
Oceanside Advisors LLC$198,135,751198,135,751
OneAscent Family Office, LLC$198,120,873198,120,873
Frazier Financial Advisors, LLC$198,033,870198,033,870
Piedmont Capital Management, LLC$198,021,249198,021,249
Steadtrust LLC$197,733,303197,733,303
Cornerstone Wealth, LLC/TN$197,730,074197,730,074
Alamar Capital Management, LLC$197,726,339197,726,339
Draper Asset Management, LLC$197,708,770197,708,770
Vermillion & White Wealth Management Group, LLC$197,702,992197,702,992
INSTRUMENTAL WEALTH, LLC$197,513,441197,513,441
Prospect Financial Services LLC$197,430,919197,430,919
Point Nemo Capital, LLC$197,427,528197,427,528
LRZ CAPITAL LLC$197,379,237197,379,237
JACKSON HILL ADVISORS, LLC$197,351,450197,351,450
AFFINITY INVESTMENT ADVISORS, LLC$197,176,730197,176,730
Optivise Advisory Services LLC$196,992,774196,992,774
United Financial Planning Group LLC$196,938,382196,938,382
HG Vora Capital Management, LLC$196,814,627196,814,627
Bullseye Asset Management LLC$196,719,000196,719,000
Torren Management, LLC$196,687,338196,687,338
Radcliff Management LLC$196,630,950196,630,950
Arbiter Partners Capital Management LLC$196,546,873196,546,873
Rings Capital Management LLC$196,532,480196,532,480