Skip to content
Disclosery

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 10:25:50 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
PHOENIX ASSET MANAGEMENT PARTNERS Ltd$152,255,146152,255,146
Redwood Park Advisors LLC$152,208,191152,208,191
Clayton Partners LLC$152,175,771152,175,771
Tannin Capital LLC$152,151,526152,151,526
CRCM LP$152,150,715152,150,715
IF Advisors, LLC$152,119,209152,119,209
MOULTON WEALTH MANAGEMENT, INC$152,096,860152,096,860
Chung Wu Investment Group, LLC$152,089,297152,089,297
WealthTrak Capital Management LLC$152,032,508152,032,508
Hummer Financial Advisory Services Inc$152,001,171152,001,171
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA$151,917,000151,917,000
Prota Financial, LLC$151,905,378151,905,378
Uptown Financial Advisors LLC$151,865,115151,865,115
Advaya LLP$151,824,163151,824,163
True Light Capital Pte. Ltd.$151,736,854151,736,854
TTRF Capital Ltd$151,655,000151,655,000
WASHINGTON CAPITAL MANAGEMENT, INC$151,532,115151,532,115
Meritech Capital Associates V L.L.C.$151,299,930151,299,930
RPS ADVISORY SOLUTIONS LLC$151,290,096151,290,096
Paladin Partners, LLC$151,235,395151,235,395
Mittelman Wealth Management$151,202,024151,202,024
Williams & Novak Wealth Management, LLC$151,200,872151,200,872
MJT & Associates Financial Advisory Group, Inc.$151,200,345151,200,345
Womack Financial LLC$151,193,034151,193,034
Northern Financial Advisors Inc$151,184,851151,184,851
Neumann Capital Management, LLC$151,176,435151,176,435
Orographic Financial Advisors, LLC$151,150,000151,150,000
ATX Financial Planning, LLC$151,096,971151,096,971
Hartmann Taylor Wealth Management, LLC$151,048,459151,048,459
Black Diamond Capital Management I, LLLP$151,048,097151,048,097
RIK SAYLOR FINANCIAL, INC.$150,917,348150,917,348
Themes Management Co LLC$150,887,308150,887,308
SIGNAL TREE FINANCIAL PARTNERS LLC$150,883,754150,883,754
Hamrick Investment Counsel, llc$150,791,091150,791,091
A4 Wealth Advisors LLC$150,786,725150,786,725
Adelphi Trust Co$150,661,218150,661,218
Paladin Advisory Group, LLC$150,576,915150,576,915
Slocum, Gordon & Co LLP$150,529,265150,529,265
Stonebridge Financial Group, LLC / MO$150,502,930150,502,930
CHAPMAN FINANCIAL GROUP, LLC$150,488,351150,488,351
Richard Young Associates, Ltd.$150,457,132150,457,132
Leibman Financial Services, Inc.$150,430,517150,430,517
Quattro Advisors LLC$150,274,037150,274,037
Spartan Planning & Wealth Management$150,257,243150,257,243
AmeriServ Wealth Advisors$150,243,271150,243,271
PB INVESTMENT PARTNERS, L.P.$150,234,991150,234,991
Index Venture Growth Associates III Ltd$150,165,869150,165,869
Nicholson Meyer Capital Management, Inc.$150,149,280150,149,280
BRIDGER MANAGEMENT, LLC$150,085,447150,085,447
Kennondale Capital Management LLC$150,085,349150,085,349
Turn8 Private Wealth Inc.$149,869,692149,869,692
PW ADVISORS, LLC \ FL$149,830,359149,830,359
Sankala Group LLC$149,826,922149,826,922
Sovereign's Capital Management, LLC$149,823,647149,823,647
PlanVest Financial, Inc$149,678,336149,678,336
Safe Harbor Family Capital, LLC$149,656,209149,656,209
Axiom Investment Management LLC$149,654,403149,654,403
Phillip James Consulting Co.$149,639,791149,639,791
Black Cypress Capital Management, LLC$149,617,835149,617,835
Compass Financial Group, Inc. (Ohio)$149,572,655149,572,655
LTG Capital LLC$149,519,096149,519,096
EJF Capital LP$149,503,855149,503,855
South Shore Capital Advisors$149,384,328149,384,328
Platt Investment Counsel, LLC$149,258,365149,258,365
BLODGETT WEALTH ADVISORS, LLC$149,246,248149,246,248
HOERTKORN RICHARD CHARLES$149,205,522149,205,522
Vennlight Capital Management, LP$149,187,882149,187,882
CANNELL CAPITAL LLC$149,123,084149,123,084
Green Alpha Advisors, LLC$149,052,519149,052,519
Cravens & Co Advisors, LLC$148,962,211148,962,211
SEVEN MILE ADVISORY$148,941,433148,941,433
Vested Financial Planning, LLC$148,875,659148,875,659
Oder Investment Management, LLC$148,853,385148,853,385
Pine Haven Investment Counsel, Inc$148,811,406148,811,406
J2 Capital Management Inc$148,735,778148,735,778
CAMELOT TECHNOLOGY ADVISORS, INC.$148,727,763148,727,763
Sage Investment Advisers LLC$148,665,023148,665,023
Forty-three Eighteen Advisors, LLC$148,627,694148,627,694
FIDUCIARY ADVISORS, INC.$148,627,407148,627,407
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$148,601,710148,601,710
HAMILTON LANE ADVISORS LLC$148,587,496148,587,496
Whipplewood Advisors, LLC$148,578,807148,578,807
swisspartners Advisors Ltd$148,440,675148,440,675
Northstar Financial Companies, Inc.$148,410,988148,410,988
Morgan Creek Capital Management, LLC$148,406,335148,406,335
Tuttle Capital Management, LLC$148,402,518148,402,518
MONETTA FINANCIAL SERVICES INC$148,398,320148,398,320
Ivory Union Consulting Ltd$148,398,204148,398,204
Phil A. Younker & Associates, Ltd.$148,389,053148,389,053
Accordant Advisory Group Inc$148,270,881148,270,881
Perissos Private Wealth Management, LLC$148,259,580148,259,580
SACKS & ASSOCIATES, LLC$148,224,112148,224,112
Vertex Investment Solutions Co., Ltd.$148,213,300148,213,300
Peapod Lane Capital LLC$148,196,061148,196,061
Nitor Capital Management LLC$148,145,118148,145,118
Piscataqua Savings Bank$148,143,702148,143,702
9823 Capital, L.P.$148,084,394148,084,394
MOON CAPITAL MANAGEMENT LP$148,079,206148,079,206
Harbour Wealth Management Group, Inc.$147,953,492147,953,492
Partnership Wealth Management, LLC$147,947,821147,947,821