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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 10:28:18 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Lepercq De Neuflize Asset Management LLC$157,528,431157,528,431
Blue Capital, Inc.$157,517,497157,517,497
ADG Wealth Management Group, LLC$157,506,186157,506,186
Sound Financial Strategies Group, LLC$157,496,176157,496,176
CM Management, LLC$157,445,438157,445,438
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$157,390,701157,390,701
DEMMING FINANCIAL SERVICES CORP /ADV$157,316,805157,316,805
Gagnon Advisors, LLC$157,257,160157,257,160
ABBINGTON INVESTMENT GROUP$157,087,768157,087,768
Bruce G. Allen Investments, LLC$156,920,734156,920,734
Q Global Advisors, LLC$156,845,000156,845,000
Penbrook Management LLC$156,777,217156,777,217
Avantra Family Wealth, Inc.$156,723,606156,723,606
Authentikos Wealth Advisory, LLC$156,666,283156,666,283
ABS Investment Management LLC$156,430,625156,430,625
MOSAIC FINANCIAL GROUP, LLC$156,354,000156,354,000
Bayesian Capital Management, LP$156,332,923156,332,923
Mork Capital Management, LLC$156,314,121156,314,121
ATLANTIC FAMILY WEALTH, LLC$156,291,925156,291,925
A. D. Beadell Investment Counsel, Inc.$156,245,000156,245,000
H Squared Management LP$156,203,729156,203,729
FMA Wealth Management, LLC$156,164,658156,164,658
Polaris Investment Advisors, LLC$156,122,066156,122,066
CYRUS CAPITAL PARTNERS, L.P.$156,062,581156,062,581
WLTH Capital Management, LLC$156,016,022156,016,022
Allied Private Wealth LLC$155,999,531155,999,531
Michels Family Financial, LLC$155,963,472155,963,472
Harpswell Capital Advisors, LLC$155,821,722155,821,722
AlpenGlobal Capital LLC$155,811,427155,811,427
Joel Adams & Associates, Inc.$155,712,152155,712,152
APEIRON CAPITAL Ltd$155,675,081155,675,081
Rare Wolf Capital LLC$155,669,748155,669,748
Settian Capital LP$155,650,327155,650,327
Bonfire Financial$155,633,133155,633,133
Financial Life Planners$155,625,076155,625,076
RENASANT BANK$155,623,905155,623,905
Clarendon Private LLC$155,609,866155,609,866
Clearview Wealth Management LLC$155,592,561155,592,561
GraniteShares Advisors LLC$155,517,941155,517,941
Ipsen Advisor Group LLC$155,489,613155,489,613
Morey & Quinn Wealth Partners, LLC$155,464,932155,464,932
Spahn Wealth & Retirement LLC$155,421,904155,421,904
Expect Equity LLC$155,394,168155,394,168
CULTIVAR CAPITAL, INC.$155,283,375155,283,375
VISA FOUNDATION$155,246,256155,246,256
Rockbridge Asset Management LLC$155,144,446155,144,446
Sugar Maple Asset Management, LLC$155,111,598155,111,598
GUARDIAN INVESTMENT MANAGEMENT$154,927,989154,927,989
Aegis Wealth Management, Inc.$154,901,483154,901,483
Bright Futures Wealth Management, LLC.$154,810,564154,810,564
WHI TRUST Co LLC$154,723,425154,723,425
Diversified Investment Strategies, LLC$154,575,067154,575,067
Tide Cove Capital Partners LLC$154,563,907154,563,907
Entruity Wealth, LLC$154,558,146154,558,146
Asset Planning,Inc$154,444,197154,444,197
Outbound Financial Inc$154,404,095154,404,095
BLALOCK WILLIAMS, LLC$154,251,674154,251,674
ENTRUST FINANCIAL LLC$154,194,250154,194,250
M3 Wealth Management, LLC$154,120,767154,120,767
Oasis Advisors, LLC$154,096,374154,096,374
Greenhaven Road Investment Management, L.P.$154,030,266154,030,266
Lionshead Wealth Management, LLC$154,029,927154,029,927
MUSTICO FINANCIAL GROUP, INC.$153,974,499153,974,499
LRT Capital Management, LLC$153,964,398153,964,398
Maytree Asset Management Ltd$153,952,277153,952,277
Macco Financial Group, Inc.$153,945,383153,945,383
Hoese & Co LLP$153,934,207153,934,207
Bluegrass Capital Partners LP$153,910,730153,910,730
Safir Wealth Advisors, LLC$153,897,949153,897,949
SageOak Financial, LLC$153,768,649153,768,649
ALLSTREET CAPITAL ADVISORS LLC$153,714,523153,714,523
Anson Capital, Inc.$153,701,565153,701,565
Genesis Financial Group, LLC$153,672,217153,672,217
Orvieto Partners, L.P.$153,644,311153,644,311
Illumine Investment Management, LLC$153,593,415153,593,415
bLong Financial, LLC$153,530,181153,530,181
Stillwater Private Wealth, LLC$153,468,000153,468,000
MOUNT VERNON ASSOCIATES INC /MD/$153,418,000153,418,000
Persium Advisors, LLC$153,305,526153,305,526
REDSTONE WEALTH MANAGEMENT, LLC$153,229,086153,229,086
BROOKTREE CAPITAL MANAGEMENT$153,226,595153,226,595
MUIRFIELD WEALTH ADVISORS LLC$153,220,461153,220,461
FLOYD FINANCIAL GROUP LLC$153,148,521153,148,521
Prosperity Bancshares Inc$153,080,628153,080,628
DiPaolo Financial Group, Inc.$153,068,233153,068,233
ACT CAPITAL MANAGEMENT, LLC$153,064,298153,064,298
DKM Wealth Management, Inc.$152,973,399152,973,399
Capital Squared Financial LLC$152,958,406152,958,406
Goldenstone Wealth Management LLC$152,875,803152,875,803
LANE BROTHERS & CO INC$152,860,964152,860,964
Trace Wealth Advisors, LLC$152,829,715152,829,715
ALLIUM FINANCIAL ADVISORS, LLC$152,748,012152,748,012
State of Wisconsin - Board of Commissioners of Public Lands$152,746,094152,746,094
Crestwood Capital Management, L.P.$152,664,962152,664,962
DURANTE & WATERS, LLC$152,618,033152,618,033
TOWERVIEW LLC$152,496,210152,496,210
STONERIDGE INVESTMENT PARTNERS LLC$152,472,000152,472,000
Hedges Asset Management LLC$152,425,452152,425,452
Madrid Wealth Management, LLC$152,421,541152,421,541
Caldwell Investment Management Ltd.$152,278,984152,278,984