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 10:25:24 UTC. Equal values are ordered by SEC CIK.

Filer	Reported 13F value	Score
Maxele Advisors, LLC	$143,095,705	143,095,705
Vienna Asset Management LLC	$143,009,326	143,009,326
GRIZZLYROCK CAPITAL, LLC	$142,994,368	142,994,368
COMMONS CAPITAL, LLC	$142,924,017	142,924,017
MATTERS CAPITAL LLC	$142,916,754	142,916,754
Camelot Portfolios, LLC	$142,912,425	142,912,425
Midwestern Financial, LLC /IA	$142,830,768	142,830,768
STRATEGIC VALUE BANK PARTNERS LLC	$142,820,850	142,820,850
White Knight Strategic Wealth Advisors, LLC	$142,772,498	142,772,498
LifePlan Financial, LLC	$142,766,889	142,766,889
Gilbert Capital Group, Inc.	$142,755,295	142,755,295
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	$142,690,936	142,690,936
TWIN CITY PRIVATE WEALTH, LLC	$142,633,090	142,633,090
OUTFITTERS FINANCIAL LLC	$142,629,422	142,629,422
Emmett Investment Management, LP	$142,607,331	142,607,331
Rye Brook Capital LLC	$142,600,000	142,600,000
CLEARFIELD CAPITAL MANAGEMENT LP	$142,577,240	142,577,240
Peak Wealth Management LLC	$142,523,903	142,523,903
Somerset Group LLC	$142,466,432	142,466,432
VIRTUE ASSET MANAGEMENT LLC	$142,401,987	142,401,987
Seelaus Asset Management LLC	$142,391,257	142,391,257
Gunpowder Capital Management, LLC dba Oliver Wealth Management	$142,351,448	142,351,448
Greenhouse Wealth Management, LLC	$142,269,344	142,269,344
Richwood Investment Advisors, LLC	$142,180,806	142,180,806
BARINGTON COMPANIES MANAGEMENT, LLC	$142,176,084	142,176,084
KHIS Custodian LP	$142,084,301	142,084,301
Legacy Advisory Services, LLC	$142,058,204	142,058,204
MY Wealth Management Inc.	$142,002,292	142,002,292
ASL Financial, LLC	$141,972,741	141,972,741
HALLSTATT ADVISORS L.P.	$141,931,398	141,931,398
Connective Capital Management, LLC	$141,927,753	141,927,753
Kropog Financial Group, LLC	$141,908,278	141,908,278
SENTINEL WEALTH MANAGEMENT, INC.	$141,864,768	141,864,768
K2 Financial Inc.	$141,691,597	141,691,597
TRAVELERS COMPANIES, INC.	$141,638,454	141,638,454
iSAM Funds (UK) Ltd	$141,612,205	141,612,205
L1 Global Manager Pty Ltd	$141,558,267	141,558,267
Keenan, LLC	$141,556,625	141,556,625
PartnerRe Asset Management CORP	$141,500,786	141,500,786
Merited Wealth, LLC	$141,417,765	141,417,765
NESTEGG ADVISORS, INC.	$141,410,038	141,410,038
Spectrum Advisors, Inc.	$141,386,928	141,386,928
Veratis Advisors, Inc.	$141,300,510	141,300,510
Alessandra Capital Management, LLC	$141,293,065	141,293,065
STRATEGIC ADVISORY PARTNERS, LLC	$141,204,689	141,204,689
SIMA Wealth Partners, LLC	$141,128,579	141,128,579
Campbell Deegan Wealth Management, LLC	$141,021,091	141,021,091
Ball & Co Wealth Management Inc.	$141,019,000	141,019,000
Avise Financial Cooperative, Inc.	$141,007,562	141,007,562
Sound Portfolio Advisors, LLC	$140,916,981	140,916,981
marrick wealth, LLC	$140,842,177	140,842,177
Nalls Sherbakoff Group, LLC	$140,651,078	140,651,078
PIN OAK INVESTMENT ADVISORS INC	$140,567,000	140,567,000
Pine Brook Road Advisors, L.P.	$140,497,576	140,497,576
Fourthstone LLC	$140,491,145	140,491,145
COBALT CAPITAL MANAGEMENT, INC.	$140,483,498	140,483,498
Ethos Capital Management, Inc.	$140,456,646	140,456,646
Graver Capital Management, LLC	$140,366,830	140,366,830
Madison Park Capital Advisors, LLC	$140,339,783	140,339,783
WELLINGTON-ALTUS USA INC.	$140,331,162	140,331,162
Lesa Sroufe & Co	$140,214,000	140,214,000
Vigil Wealth Management, LLC	$140,196,312	140,196,312
Mallini Complete Financial Planning LLC	$140,174,505	140,174,505
ARMOR ADVISORS, L.L.C.	$140,087,859	140,087,859
Delta Wealth Advisors LLC	$139,993,714	139,993,714
MFG WEALTH MANAGEMENT, INC.	$139,800,148	139,800,148
AEGON USA Investment Management, LLC	$139,692,195	139,692,195
Stenham Asset Management Ltd	$139,643,103	139,643,103
Odyssey Capital Advisors, Inc.	$139,605,609	139,605,609
NorthAvenue LLC	$139,604,386	139,604,386
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	$139,573,624	139,573,624
Two Creeks Capital Management, LP	$139,545,573	139,545,573
Stegent Equity Advisors, Inc.	$139,535,424	139,535,424
PCG ASSET MANAGEMENT, LLC	$139,504,315	139,504,315
Blue Investment Opportunities, LLC - Project Breeze Series 1	$139,502,017	139,502,017
Cadia Private Client LLC	$139,396,077	139,396,077
Ares Financial Consulting, LLC	$139,385,398	139,385,398
BALANCE CAPITAL PARTNERS L.P.	$139,319,894	139,319,894
Hershey Financial Advisers, LLC	$139,239,831	139,239,831
HBE Wealth Management, LLC	$139,226,724	139,226,724
Brickwood Asset Management LLP	$139,190,692	139,190,692
Petiole USA ltd	$139,147,727	139,147,727
Synergy Financial Group, LTD	$138,993,924	138,993,924
Liberty Atlantic Advisors LLC	$138,978,573	138,978,573
SeedSafe Financial LLC	$138,880,760	138,880,760
BG Investment Services, LLC	$138,845,721	138,845,721
Karani Asset Management LLC	$138,715,666	138,715,666
New Mountain Capital, L.L.C.	$138,600,000	138,600,000
Purewater Capital LLC	$138,554,985	138,554,985
GS Investments, Inc.	$138,394,075	138,394,075
Sandro Wealth Management LLC	$138,392,495	138,392,495
First Financial Group Corp	$138,343,948	138,343,948
E-Wealth Partners, LLC	$138,342,098	138,342,098
Hillman Capital Management, Inc.	$138,152,113	138,152,113
Prosperity Advisers, LLC	$138,106,113	138,106,113
Wilmar Advisors LLC	$138,053,935	138,053,935
ArborFi Advisors, LLC	$137,942,142	137,942,142
Appalachian Capital Management Ltd	$137,870,297	137,870,297
BROADWATER CAPITAL MANAGEMENT LLC	$137,864,996	137,864,996
Cassilly Financial Group LLC	$137,792,277	137,792,277