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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 11:09:21 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Sageworth Trust Co of South Dakota$162,077,925162,077,925
MACROVIEW INVESTMENT MANAGEMENT LLC$162,007,520162,007,520
TME FINANCIAL, INC.$161,955,797161,955,797
Tiptree Advisors, LLC$161,802,722161,802,722
PMG Wealth Management, Inc.$161,708,335161,708,335
Randall & Associates Wealth Management$161,679,030161,679,030
Chancellor Financial Group WB LP$161,532,074161,532,074
1620 INVESTMENT ADVISORS, INC.$161,454,361161,454,361
Pinnacle Wealth Management, LLC$161,452,156161,452,156
Buckley Capital Advisors, LLC$161,429,622161,429,622
White & Co Financial Planning Inc$161,423,505161,423,505
Navigate Wealth Management, LLC$161,400,949161,400,949
Mendota Financial Group, LLC$161,362,659161,362,659
Laurore Ltd$161,332,628161,332,628
LM Asset Management Inc.$161,304,236161,304,236
Aureum Wealth Management, LLC$161,289,667161,289,667
GreatBanc Trust CO$161,247,540161,247,540
Bosman Wealth Management, LLC$161,182,312161,182,312
Merkkuri Wealth Advisors LLC$161,182,190161,182,190
Murphy & Mullick Capital Management Corp$161,169,926161,169,926
BURR FINANCIAL SERVICES, LLC$161,161,051161,161,051
Lighthouse Wealth Management Inc.$161,048,241161,048,241
Savoir Faire Capital Management, L.P.$161,027,020161,027,020
Summer Road LLC$161,014,282161,014,282
Mascagni Wealth Management, Inc.$160,968,085160,968,085
MidAtlantic Capital Management, Inc.$160,921,550160,921,550
Arlington Capital Management, Inc.$160,790,226160,790,226
STEINBERG ASSET MANAGEMENT LLC$160,739,572160,739,572
Exchange Bank$160,631,512160,631,512
Mountain Lake Investment Management LLC$160,572,354160,572,354
Philadelphia Investment Partners, LLC$160,562,491160,562,491
Arthedge Capital Management, LLC$160,556,205160,556,205
Avant Financial Advisors LLC$160,551,454160,551,454
Future Financial Wealth Managment LLC$160,440,600160,440,600
Palouse Capital Management, Inc.$160,382,588160,382,588
COREPATH WEALTH PARTNERS LLC$160,327,126160,327,126
Planning Strategies Inc.$160,326,179160,326,179
Balanced Rock Investment Advisors LLC$160,321,056160,321,056
Gibson Wealth Advisors LLC$160,303,719160,303,719
HFG Advisors, Inc.$160,274,688160,274,688
SLT Holdings LLC$160,217,448160,217,448
STOLZ & ASSOCIATES, PS$160,200,222160,200,222
CHARTIST INC /CA/$160,199,451160,199,451
EMORY UNIVERSITY$160,086,067160,086,067
Wallace Hart LLC$160,040,819160,040,819
Cogent Private Wealth, Inc.$160,022,170160,022,170
Nvest Wealth Strategies, Inc.$159,999,797159,999,797
Sellaronda Global Management LP$159,973,616159,973,616
Gladwyn Financial Advisors, Inc.$159,901,920159,901,920
waypoint wealth counsel$159,844,735159,844,735
BAM Wealth Management, LLC$159,832,541159,832,541
Systrade AG$159,745,325159,745,325
WILLNER & HELLER, LLC$159,713,407159,713,407
AMG Asset Management Group, Inc.$159,677,563159,677,563
LDIC Inc.$159,673,941159,673,941
Aubrey Capital Management Ltd$159,623,483159,623,483
Avant Capital LLC$159,622,128159,622,128
Kagan Cocozza Asset Management$159,574,666159,574,666
Papamarkou Wellner Asset Management inc.$159,414,545159,414,545
Sagace Wealth Management LLC$159,406,049159,406,049
Clark & Stuart, Inc$159,383,324159,383,324
Center for Wealth Management Advisory$159,303,135159,303,135
Round Hill Asset Management$159,254,880159,254,880
Constant Guidance Financial LLC$159,199,882159,199,882
Argosy-Lionbridge Management, LLC$159,137,408159,137,408
46 Peaks LLC$159,028,109159,028,109
Opulen Financial Group LLC$158,989,045158,989,045
SpringVest Wealth Management LLC$158,988,587158,988,587
JOSH ARNOLD INVESTMENT CONSULTANT, LLC$158,981,401158,981,401
MARVIN & PALMER ASSOCIATES INC$158,962,506158,962,506
Morrissey Wealth Management, LLC$158,958,186158,958,186
JACOBS ASSET MANAGEMENT, LLC$158,955,148158,955,148
JP Wealth Management, Inc.$158,864,073158,864,073
Comprehensive Money Management Services LLC$158,854,541158,854,541
Lakeside Advisors, INC.$158,839,567158,839,567
Stanich Group LLC$158,822,825158,822,825
Swisher Financial Concepts, Inc.$158,761,162158,761,162
Blue Water Life Science Advisors, LP$158,751,868158,751,868
Argyle Capital Partners, LLC$158,729,043158,729,043
Cooksen Wealth, LLC$158,684,326158,684,326
AGMAN CAPITAL LLC$158,636,290158,636,290
Overlook Investments LP$158,519,806158,519,806
Oppenheimer & Close, LLC$158,501,081158,501,081
AGH Wealth Advisors, LLC$158,475,668158,475,668
Bank & Trust Co$158,432,900158,432,900
Virtus Fixed Income Advisers, LLC$158,394,901158,394,901
Collaborative Capital Advisors LLC$158,392,922158,392,922
Seek First Inc.$158,392,561158,392,561
Flagship Capital Management Inc.$158,388,037158,388,037
SUPERSTRING CAPITAL MANAGEMENT LP$158,379,902158,379,902
Schwallier Wealth Management LLC$158,324,277158,324,277
Minerva Advisors LLC$158,277,236158,277,236
Brightwater Advisory LLC$158,260,883158,260,883
Kopion Asset Management, LLC$158,214,978158,214,978
Kastel Capital Advisors, LLC$158,122,291158,122,291
Seed Wealth Management, Inc.$157,993,764157,993,764
Ridgeline Wealth Planning, LLC$157,782,527157,782,527
Centerpoint Advisory Group$157,707,991157,707,991
Town Capital LLC$157,676,843157,676,843
Aurora Private Wealth, Inc.$157,578,000157,578,000