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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 13:29:42 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Gutierrez Wealth Advisory, LLC$173,047,396173,047,396
Kuhn & Co Investment Counsel$173,043,976173,043,976
Teton Advisors, LLC$173,014,279173,014,279
Concorde Asset Management, LLC$172,840,551172,840,551
Archvest Wealth Advisors, Inc.$172,823,662172,823,662
Hopwood Financial Services, Inc.$172,672,127172,672,127
Grantvest Financial Group LLC$172,589,145172,589,145
DeLarme Wealth Management, Inc.$172,459,014172,459,014
DOHENY ASSET MANAGEMENT /CA$172,430,000172,430,000
Fundamenta Capital S.A.$172,427,985172,427,985
SANDERS MORRIS HARRIS LLC$172,412,314172,412,314
Investidor Profissional Gestao de Recursos Ltda.$172,345,552172,345,552
Pacific Park Financial, Inc.$172,274,160172,274,160
Innovative Wealth Building LLC$172,132,081172,132,081
Aspire Growth Partners LLC$172,128,057172,128,057
Networth Advisors, LLC$172,108,141172,108,141
Coastwise Capital Group, LLC$172,019,131172,019,131
Paladin Wealth, LLC$171,942,015171,942,015
Stonekeep Investments, LLC$171,813,000171,813,000
Gambit Capital Management, LLC$171,798,589171,798,589
Graphene Investments SAS$171,755,798171,755,798
Collaborative Fund Advisors, LLC$171,755,048171,755,048
Shade Tree Advisors LLC$171,708,907171,708,907
NORTHLAND SECURITIES, INC.$171,677,367171,677,367
Welch Financial Planning, LLC$171,624,603171,624,603
BRIAN LOW FINANCIAL GROUP, LLC$171,429,376171,429,376
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171,389,622171,389,622
Lifetime Wealth Management P.C.$171,314,803171,314,803
Pingora Partners LLC$171,269,239171,269,239
Del-Sette Capital Management, LLC$171,255,619171,255,619
Fidato Wealth LLC$171,117,050171,117,050
CFC Planning Co LLC$171,019,318171,019,318
Guided Capital Wealth Management, LLC$171,014,719171,014,719
Alexis Investment Partners, LLC$170,986,883170,986,883
Longview Financial Advisors, Inc.$170,978,376170,978,376
Ridgeline Wealth, LLC$170,946,786170,946,786
FIG FINANCIAL ADVISORY SERVICES INC /ADV$170,778,976170,778,976
Strategic Value Partners, LLC$170,752,788170,752,788
Invariant Investment Management$170,570,841170,570,841
CATHY PARETO & ASSOCIATES, INC$170,565,425170,565,425
Wilson & Boucher Capital Management, LLC$170,398,696170,398,696
Banco de Sabadell, S.A$170,387,000170,387,000
Pfizer Inc$170,365,906170,365,906
NDWM LLC$170,210,669170,210,669
WPG Advisers, LLC$170,143,001170,143,001
EVOLUTION WEALTH MANAGEMENT INC.$170,085,359170,085,359
HarbourVest Partners LLC$170,046,137170,046,137
Gordian Advisors LLC$170,024,280170,024,280
OEP CAPITAL ADVISORS, L.P.$169,978,313169,978,313
Chatterton & Associates Inc.$169,905,552169,905,552
Aspetuck Financial Management LLC$169,859,479169,859,479
Jackson Wealth Management, LLC$169,855,000169,855,000
Park Capital Management, LLC / WI$169,851,427169,851,427
Providence Wealth Advisors, LLC$169,753,394169,753,394
Nicholson Wealth Management Group, LLC$169,742,292169,742,292
Community Bank of Raymore$169,725,950169,725,950
Christian Investment Advisors, Inc.$169,657,232169,657,232
Nautilus Advisors LLC$169,630,450169,630,450
Collar Capital Management, LLC$169,614,149169,614,149
Arsenal Capital Advisors LLC$169,472,658169,472,658
RiverTree Advisors, LLC$169,337,424169,337,424
ELLERSON GROUP INC /ADV$169,293,569169,293,569
Hoffman, Alan N Investment Management$169,281,885169,281,885
Tailwinds Wealth, LLC$169,277,049169,277,049
Palacios Wealth Management, LLC$169,234,258169,234,258
J Digital 6 LLC$169,088,312169,088,312
Foundation Wealth Management, LLC$169,083,469169,083,469
Davis Capital Management$168,934,079168,934,079
Daniel Investment Group, Inc.$168,902,482168,902,482
Fairbanks Capital Management, Inc.$168,890,446168,890,446
Marshall & Sterling Wealth Advisors Inc.$168,877,158168,877,158
Processus Wealth & Capital Management, LLC$168,804,457168,804,457
Somnio Financial Group, LLC$168,791,643168,791,643
NORTH DALLAS BANK & TRUST CO$168,694,981168,694,981
Granite Group Advisors, LLC$168,671,790168,671,790
Athena Investment Management$168,671,649168,671,649
Bravias Capital Group, LLC$168,487,500168,487,500
Sunrise Financial Services, LLC$168,328,131168,328,131
EIGHT 31 FINANCIAL, LLC$168,195,049168,195,049
KG Capital Management$168,087,576168,087,576
CBM Financial, LLC$168,070,484168,070,484
SENTRY INVESTMENT MANAGEMENT LLC$167,962,000167,962,000
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$167,929,891167,929,891
Valpey Financial Services, LLC$167,919,591167,919,591
Karl Kapital LLC$167,913,421167,913,421
Runnymede Capital Advisors, Inc.$167,861,546167,861,546
Sarver Vrooman Wealth Advisors$167,772,694167,772,694
Income Insurance Ltd$167,763,919167,763,919
PINCUS CAPITAL MANAGEMENT, LP$167,714,165167,714,165
Evansbrook LLC$167,652,612167,652,612
Boxwood Ventures, Inc.$167,526,419167,526,419
General Equity Holdings LP$167,491,497167,491,497
Index Venture Growth Associates IV Ltd$167,450,682167,450,682
MFA Wealth Services$167,437,000167,437,000
Fairscale Capital, LLC$167,426,419167,426,419
Eddie Patel Inc$167,326,092167,326,092
Genesis Wealth Advisors, LLC$167,276,859167,276,859
THOMPSON DAVIS & CO., INC.$167,243,029167,243,029
Lummis Asset Management, LP$167,196,234167,196,234
GEN Financial Management, INC.$167,135,048167,135,048