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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 02:04:58 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Rings Capital Management LLC$196,532,480196,532,480
Rubicon Founders LLC$196,449,698196,449,698
Global Wealth Management, LLC$196,377,017196,377,017
Viewpoint Capital Management LLC$196,311,294196,311,294
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$196,210,433196,210,433
Crystal Rock Capital Management$196,185,880196,185,880
LBJ Family Wealth Advisors, Ltd.$196,131,000196,131,000
CARLSON FINANCIAL, INC.$196,057,265196,057,265
Lunate Capital Ltd$196,005,350196,005,350
Echo Wealth Management, LLC$195,934,109195,934,109
McHugh Group, LLC$195,657,321195,657,321
QUANTUM FINANCIAL PARTNERS LLC$195,529,136195,529,136
Octahedron Capital Management L.P.$195,347,070195,347,070
BANTAMAC CAPITAL, LLC$195,283,967195,283,967
Momentous Wealth Management, Inc.$195,130,223195,130,223
WestCap Management, LLC$195,081,871195,081,871
SFM, LLC d/b/a Sweeney Financial Advisors$195,067,226195,067,226
Delos Wealth Advisors, LLC$195,029,149195,029,149
Trust Co of Kansas$194,954,000194,954,000
Finivi Inc.$194,939,997194,939,997
SECURED RETIREMENT ADVISORS, LLC$194,880,498194,880,498
Constitution Capital LLC$194,797,661194,797,661
Cosner Financial Group, LLC$194,720,871194,720,871
CONSCIOUS WEALTH INVESTMENTS, LLC$194,521,207194,521,207
PEOPLES BANK /OH$194,517,494194,517,494
BIRCH FINANCIAL GROUP, LLC$194,509,883194,509,883
Old North State Trust, LLC$194,496,000194,496,000
SVRN Asset Management, LLC$194,485,872194,485,872
EHRLICH FINANCIAL GROUP$194,428,101194,428,101
Aurora Investment Counsel$194,409,069194,409,069
Pensionfund PDN$194,355,000194,355,000
DEFINED WEALTH MANAGEMENT, LLC$194,327,978194,327,978
GENTRY PRIVATE WEALTH, LLC$194,291,038194,291,038
International Private Wealth Advisors LLC$194,265,105194,265,105
Key Capital Management, INC$194,213,855194,213,855
Ibex Investors LLC$194,072,501194,072,501
Pioneer Family Office, LLC$194,046,104194,046,104
TMT General Partner Ltd$193,819,397193,819,397
Schulz Wealth, LTD.$193,676,228193,676,228
CAPITAL & PLANNING, LLC$193,664,008193,664,008
ORLEANS CAPITAL MANAGEMENT CORP/LA$193,663,397193,663,397
HARBOUR INVESTMENT MANAGEMENT LLC$193,637,088193,637,088
Echo45 Advisors LLC$193,601,382193,601,382
Ballew Advisors, Inc$193,517,926193,517,926
Williams Financial, LLC$193,511,489193,511,489
McClarren Financial Advisors, Inc.$193,473,905193,473,905
Share Andrew L.$193,416,172193,416,172
Code Waechter LLC$193,313,419193,313,419
ROI Financial Advisors, LLC$193,253,175193,253,175
Channing Global Advisors, LLC$193,207,070193,207,070
Berbice Capital Management LLC$193,177,097193,177,097
Brown Shipley& Co Ltd$193,129,212193,129,212
Hurley Capital, LLC$193,082,663193,082,663
LeClair Wealth Partners LLC$193,029,753193,029,753
Dickmeyer Boyce Financial Management, Inc.$192,994,413192,994,413
JERICHO FINANCIAL, LLP$192,974,653192,974,653
Carter Financial Group, INC.$192,911,860192,911,860
QSM Asset Management Ltd$192,903,161192,903,161
Lighthouse Financial LLC$192,883,623192,883,623
M3 Advisory Group, LLC$192,840,951192,840,951
Manuka Financial, LLC$192,618,806192,618,806
Occam Crest Management LP$192,615,746192,615,746
Wernau Asset Management Inc.$192,506,574192,506,574
Mustard Seed Financial, LLC$192,454,533192,454,533
Emergent Wealth Advisors, LLC$192,409,978192,409,978
Anderson Financial Strategies, LLC$192,400,132192,400,132
Richmond Brothers, Inc.$192,315,774192,315,774
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$192,100,266192,100,266
Henson-Edgewater Management, LLC$191,986,494191,986,494
Cyr Financial Inc.$191,980,778191,980,778
Seros Financial, LLC$191,977,814191,977,814
ATLANTIC INVESTMENT MANAGEMENT, INC.$191,967,442191,967,442
Chico Wealth RIA$191,919,318191,919,318
BayBridge Capital Group, LLC$191,915,555191,915,555
Granby Capital Management, LLC$191,685,300191,685,300
White Wing Wealth Management$191,672,153191,672,153
Presper Financial Architects, LLC$191,667,952191,667,952
Strategic Financial Planning, Inc.$191,566,170191,566,170
H PARTNERS MANAGEMENT, LLC$191,478,000191,478,000
Ewing Morris & Co. Investment Partners Ltd.$191,399,195191,399,195
ATMOS ADVISORY, LLC$191,337,656191,337,656
Navigoe, LLC$191,236,000191,236,000
Lee, Kelleher & Klein Wealth Management$191,223,450191,223,450
Pillar Financial Advisors, LLC$191,182,564191,182,564
ANDREWS, LUCIA WEALTH MANAGEMENT LLC$191,137,210191,137,210
Propel Bio Management, LLC$191,085,715191,085,715
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$191,072,779191,072,779
Magnolia Wealth Management, LLC$191,047,867191,047,867
Martin Capital Advisors, LLP$190,778,380190,778,380
Keystone Financial Group, Inc.$190,532,427190,532,427
Gridiron Partners, LLC$190,511,241190,511,241
GK Wealth Management LLC$190,455,530190,455,530
R Squared Ltd$190,447,284190,447,284
ES4, LLC$190,381,269190,381,269
BETO FINANCIAL GROUP, LLC$190,361,955190,361,955
Alpha Financial Partners LLC$190,341,124190,341,124
Core Capital Management & Research, inc.$190,265,779190,265,779
CHESAPEAKE CAPITAL CORP /IL/$190,255,093190,255,093
IKE Capital, LLC$190,200,818190,200,818
Niatross Investments Ltd$190,184,786190,184,786