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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 08:01:17 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Ahara Advisors LLC$147,883,031147,883,031
Total Wealth Planning & Management, Inc.$147,876,048147,876,048
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$147,874,564147,874,564
Blake Schutter Theil Wealth Advisors, LLC$147,836,731147,836,731
Alcosta Capital Management, Inc.$147,795,774147,795,774
RF&L WEALTH MANAGEMENT, LLC$147,784,227147,784,227
LAWOOD & CO$147,645,548147,645,548
BISLETT MANAGEMENT, LLC$147,608,586147,608,586
Vanguard Capital Wealth Advisors$147,599,713147,599,713
LiftPoint Family Wealth Advisors LLC$147,575,561147,575,561
Tepp RIA, LLC$147,476,830147,476,830
Dorato Capital Management$147,459,198147,459,198
Summit Financial Consulting LLC$147,413,640147,413,640
RED TREE MANAGEMENT, LLC$147,284,336147,284,336
IDG China Venture Capital Fund IV Associates L.P.$147,267,998147,267,998
Coquina Private Wealth LLC$147,257,380147,257,380
Castlefield Investment Partners LLP$147,256,151147,256,151
Sincerus Advisory, LLC$147,254,413147,254,413
Cygnus Capital Advisors, LLC$147,239,000147,239,000
Madson Wealth Advisors Inc$147,114,506147,114,506
DIAMANT ASSET MANAGEMENT, INC.$147,111,522147,111,522
WINNACLE WEALTH LLC$147,074,158147,074,158
Koa Wealth Management, LLC$147,057,648147,057,648
Saber Capital Managment, LLC$147,055,894147,055,894
Crocodile Capital Partners GmbH$147,024,121147,024,121
Reliant Investment Partners, LLC$146,996,397146,996,397
Mueller Wealth, LLC$146,908,516146,908,516
Markin Volterra Fund LP$146,850,281146,850,281
Nitorum Capital, L.P.$146,835,537146,835,537
WIREGRASS INVESTMENT MANAGEMENT LLC$146,751,757146,751,757
LB Partners LLC$146,645,732146,645,732
Fjell Capital, LLC$146,603,270146,603,270
Sun Group Wealth Partners$146,556,627146,556,627
Potomac Capital Management, Inc.$146,525,086146,525,086
Guild Investment Management, Inc.$146,440,090146,440,090
Midwest Financial Network, LLC$146,435,676146,435,676
Intrinsic Value Partners, LLC$146,339,963146,339,963
Susquehanna Capital Management, LLC$146,294,390146,294,390
LUMINUS MANAGEMENT LLC$146,282,895146,282,895
Fairway Financial, LLC$146,234,959146,234,959
Collier Financial$146,172,528146,172,528
Seneschal Advisors, LLC$146,038,815146,038,815
Clear Retirement Advice LLC$146,026,919146,026,919
Bridgelight Financial Advisors, Inc.$145,989,998145,989,998
Elm3 Financial Group, LLC$145,967,618145,967,618
DMC Group, LLC$145,950,749145,950,749
Antonelli Financial Advisors, LLC$145,837,000145,837,000
Split Rock Private Trading & Wealth Management, LLC$145,828,908145,828,908
JM2 Capital Inc.$145,716,152145,716,152
AWH Capital, L.P.$145,693,956145,693,956
Tenzing Financial LLC$145,622,753145,622,753
Enhancing Capital LLC$145,445,166145,445,166
WYNNEFIELD CAPITAL INC$145,383,667145,383,667
BINGHAM PRIVATE WEALTH, LLC$145,316,472145,316,472
Hegarty Advisors, LLC$145,311,988145,311,988
RMR Capital Management, LLC$145,243,382145,243,382
Corus Family Wealth Advisors$145,231,629145,231,629
Cushing Capital Partners, LLC$145,204,491145,204,491
Global Trust Wealth Management LLC$145,174,024145,174,024
Anchor Capital Management Group Inc$145,070,291145,070,291
LightSquare Wealth Management, LLC$145,049,963145,049,963
DARA CAPITAL US, INC.$145,043,496145,043,496
VUB Generali dochodkova spravcovska spolocnost, a.s.$145,000,104145,000,104
Clarity Retirement & Wealth, LLC$144,944,274144,944,274
MAGNOLIA CAPITAL MANAGEMENT LTD$144,922,000144,922,000
SWP Investment Management LLC$144,783,920144,783,920
Pangea Capital Gestao de Recursos Ltda.$144,780,632144,780,632
Elizabeth Park Capital Advisors, Ltd.$144,763,692144,763,692
GILPIN WEALTH MANAGEMENT, LLC$144,724,447144,724,447
Jacobs Equity LLC$144,723,819144,723,819
Pinnacle West Asset Management, Inc.$144,719,000144,719,000
SNOWWATER INVESTMENT PARTNERS, LLC$144,636,539144,636,539
Clifford Group, LLC$144,611,714144,611,714
Post Resch Tallon Group Inc.$144,583,933144,583,933
Warm Springs Advisors Inc.$144,550,831144,550,831
NorthLanding Financial Partners, LLC$144,545,605144,545,605
SIERRA OCEAN, LLC$144,481,734144,481,734
Robert B. Daugherty Foundation$144,400,000144,400,000
BLUELINE ADVISORS LLC$144,399,325144,399,325
BEACON HILL WEALTH MANAGEMENT LTD.$144,349,560144,349,560
Boyce & Associates Wealth Consulting, Inc.$144,243,486144,243,486
Marble Bar Asset Management LLP$144,180,527144,180,527
Oakmont Investment Advisors, Inc.$144,098,287144,098,287
Aquamarine Zurich AG$144,091,000144,091,000
Sharp Capital Gestora de Recursos Ltda.$144,081,333144,081,333
Carbahal Olsen Financial Services Group, LLC$144,043,991144,043,991
PLANWISER FINANCIAL, LLC$143,900,652143,900,652
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$143,823,737143,823,737
BLUE JEAN FINANCIAL LLC$143,660,876143,660,876
Fox Financial, Inc$143,589,043143,589,043
Woodside Wealth Management LLC$143,522,279143,522,279
ACUTA CAPITAL PARTNERS, LLC$143,494,671143,494,671
FLAX POND CAPITAL, LLC$143,474,852143,474,852
Atlas Venture Advisors, Inc.$143,441,742143,441,742
Bank of Marin$143,425,784143,425,784
PATHWAY WEALTH MANAGEMENT LLC$143,400,553143,400,553
Jordan Park Trust Co LLC$143,362,012143,362,012
INTEGRATED CAPITAL MANAGEMENT, INC.$143,323,227143,323,227
SECTORAL ASSET MANAGEMENT INC$143,303,475143,303,475
SONNIPE LTD$143,222,095143,222,095