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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 11:09:31 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
AMARA FINANCIAL, LLC.$167,113,360167,113,360
SILVER OAK WEALTH ADVISORS SERVICES, LLC$167,033,722167,033,722
U S WEALTH GROUP, LLC.$167,025,879167,025,879
ROBINSON SMITH WEALTH ADVISORS LLC$166,918,738166,918,738
Custos Family Office, LLC$166,904,047166,904,047
Strong Retirement Solutions LLC$166,836,389166,836,389
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$166,754,309166,754,309
Ackerman Asset Management, LLC$166,664,850166,664,850
Evergreen Wealth Partners LLC$166,650,339166,650,339
Orca Wealth Management, LLC$166,645,082166,645,082
Lauer Wealth, LLC$166,580,624166,580,624
Grand Alliance Asset Management Ltd$166,548,678166,548,678
Wright Wealth LLC$166,524,080166,524,080
IAT REINSURANCE CO LTD.$166,507,534166,507,534
Copia Wealth Management$166,474,257166,474,257
Keystone Financial Services, LLC$166,434,331166,434,331
Harber Asset Management LLC$166,405,154166,405,154
SeaTown Holdings Pte. Ltd.$166,384,603166,384,603
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$166,222,822166,222,822
LFA - Lugano Financial Advisors SA$166,164,701166,164,701
Mainstream Capital Management LLC$166,061,725166,061,725
BITTERROOT CAPITAL ADVISORS LLC$165,987,425165,987,425
Kurv Investment Management LLC$165,964,794165,964,794
Capstone Wealth Management Group, Inc.$165,936,851165,936,851
Shum Financial Group, Inc.$165,922,342165,922,342
COTTONWOOD CAPITAL ADVISORS, LLC$165,910,489165,910,489
Zeit Capital LLC$165,906,430165,906,430
Refined Wealth Management$165,700,676165,700,676
WESTCO ADVISORY SERVICES INC /ADV$165,687,393165,687,393
S. R. Schill & Associates$165,661,261165,661,261
Good Steward Wealth Advisors,LLC$165,605,874165,605,874
VERITY Wealth Advisors$165,572,956165,572,956
TopTier Wealth Management, LLC$165,543,823165,543,823
Robert Bosch GmbH$165,507,311165,507,311
KOM Wealth Management Group, LLC$165,496,133165,496,133
OceanIQ Capital, LLC$165,492,065165,492,065
Lancaster Investment Management$165,411,000165,411,000
GRATIA CAPITAL, LLC$165,382,956165,382,956
Copley Financial Group, Inc.$165,365,356165,365,356
Anchorage Capital Advisors, L.P.$165,343,283165,343,283
Lansing Management LP$165,204,149165,204,149
Multicoin Capital Management, LLC$165,071,083165,071,083
Framtiden Holdings Management Co LLC$165,004,683165,004,683
Foresight Global Investors, Inc.$164,962,881164,962,881
HAHN CAPITAL MANAGEMENT LLC$164,926,517164,926,517
Hickory Point Bank & Trust$164,907,575164,907,575
TOWER TRUST & INVESTMENT Co$164,804,231164,804,231
Laraway Financial Advisors Inc$164,747,022164,747,022
CHARTER RESEARCH & INVESTMENT GROUP, INC.$164,746,229164,746,229
Ares Systematic Credit Ltd$164,730,818164,730,818
HC Advisors, LLC$164,728,215164,728,215
Vann Equity Management LLC$164,656,657164,656,657
Gaddis Premier Wealth Advisors LLC$164,604,843164,604,843
FORERUNNER VENTURES MANAGEMENT, LLC$164,477,071164,477,071
McGinn Penninger Investment Management, Inc.$164,458,000164,458,000
Cannon Advisors, Inc.$164,353,198164,353,198
JDH Wealth Management, LLC$164,330,388164,330,388
HEMMING& WEALTH MANAGEMENT, INC.$164,268,964164,268,964
WINEBRENNER CAPITAL MANAGEMENT LLC$164,235,901164,235,901
Velan Capital Investment Management LP$164,207,527164,207,527
Paradigm, Strategies in Wealth Management, LLC$164,115,939164,115,939
INTERACTIVE FINANCIAL ADVISORS, INC.$164,053,153164,053,153
Simcoe Capital LLC$164,032,283164,032,283
Family Legacy Financial Solutions, LLC$164,004,780164,004,780
Atala Financial Inc$163,961,312163,961,312
Sippican Capital Advisors$163,916,880163,916,880
Breakout Capital Partners, LP$163,859,297163,859,297
Campion Asset Management$163,855,850163,855,850
Piedmont Capital Management, LLC/NC$163,804,352163,804,352
S&A Financial Services, Inc.$163,799,362163,799,362
Meadow Creek Wealth Advisors LLC$163,798,209163,798,209
Broadview Financial Management, LLC$163,756,443163,756,443
Apex Wealth Management, LLC$163,712,220163,712,220
Holistic Financial Partners$163,649,954163,649,954
Arbor Wealth Advisors LLC$163,554,750163,554,750
Aurora Investment Managers, LLC.$163,534,000163,534,000
Climber Capital SA$163,530,332163,530,332
Petros Family Wealth, LLC$163,512,152163,512,152
Totem Point Management, LLC$163,467,905163,467,905
WATERFALL ASSET MANAGEMENT, LLC$163,425,241163,425,241
Terra Nova Asset Management LLC$163,353,396163,353,396
REXFORD CAPITAL INC$163,312,261163,312,261
Yorktown Management & Research Co Inc$163,257,444163,257,444
Kopp Family Office, LLC$163,169,126163,169,126
Atlantic Private Wealth, LLC$163,159,254163,159,254
Nabity-Jensen Investment Management Inc$163,146,058163,146,058
Gem Investment Advisors, LLC$163,109,322163,109,322
Mercuria Capital Strategies, LLC$163,051,861163,051,861
Generation Capital Management LLC$162,959,420162,959,420
Arrington Capital Management, LLC$162,714,337162,714,337
Gimbal Financial$162,694,509162,694,509
Versant Venture Management, LLC$162,612,689162,612,689
Trium Capital LLP$162,575,431162,575,431
Krane Financial Solutions LLC$162,433,254162,433,254
Value Base Ltd.$162,347,687162,347,687
REICON WEALTH ADVISORS, LLC$162,316,891162,316,891
Candelo Capital Management LP$162,285,237162,285,237
Cornerstone Financial Group, LLC /NE/$162,235,655162,235,655
Cruiser Capital Advisors, LLC$162,154,714162,154,714
Exome Asset Management LLC$162,102,170162,102,170