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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 07:13:39 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Orca Investment Management, LLC$137,775,660137,775,660
Approach Retirement Advisors, LLC$137,712,493137,712,493
Windsor Advisory Group, LLC$137,690,731137,690,731
LITTLEJOHN FINANCIAL SERVICES, INC.$137,607,839137,607,839
Soapstone Management L.P.$137,500,963137,500,963
Mountaineer Partners Management, LLC$137,477,683137,477,683
Rubicon Advisors, GP$137,299,744137,299,744
Pitti Group Wealth Management, LLC$137,275,710137,275,710
GTS FINANCIAL, LLC$137,206,460137,206,460
MARQUETTE ASSOCIATES, INC.$137,192,107137,192,107
WealthPoint Financial, LLC$137,163,640137,163,640
Ferguson Johnson Wealth Management Inc$137,151,000137,151,000
Farnam Financial LLC$137,140,869137,140,869
TRUSTCO BANK CORP N Y$137,123,681137,123,681
Sentinel Dome Partners, LLC$137,089,046137,089,046
STEPHEN J. GARRY & ASSOCIATES, LLC$137,086,909137,086,909
Templeton & Phillips Capital Management, LLC$137,081,915137,081,915
Daytona Street Capital LLC$136,955,791136,955,791
Crabel Capital Management, LLC$136,947,120136,947,120
SYNTAX RESEARCH, INC.$136,879,007136,879,007
Impact Investors, Inc$136,764,905136,764,905
Stone Wealth Partners$136,759,772136,759,772
Barrier Capital Management, LLC$136,755,719136,755,719
Momentum Wealth Planning, LLC$136,718,348136,718,348
Timmons Wealth Management, LLC$136,703,132136,703,132
Investment Advisory Services Group LLC$136,660,506136,660,506
Axos Invest Inc.$136,611,861136,611,861
Latash Investments, LLC$136,488,925136,488,925
Aventus Investment Advisors, Inc.$136,482,406136,482,406
Vesey Street Capital Partners, L.L.C.$136,458,810136,458,810
Sidoxia Capital Management, LLC$136,438,879136,438,879
Fulcrum Equity Management$136,396,500136,396,500
Transmarket Holdings LP$136,331,512136,331,512
KVP Capital Advisors, LP$136,239,482136,239,482
RAHLFS CAPITAL, LLC$136,184,421136,184,421
WJ Financial Advisors LLC$136,139,620136,139,620
SEMITAM BONAM LLC$136,134,804136,134,804
Ishara Investments LP$136,099,277136,099,277
Golden Bell Financial Planning LLC$136,005,023136,005,023
RHODES INVESTMENT ADVISORS INC /ADV$135,970,494135,970,494
RED CRANE WEALTH MANAGEMENT, LLC$135,962,551135,962,551
HANSEATIC MANAGEMENT SERVICES INC$135,926,029135,926,029
Challenger Wealth Management$135,861,273135,861,273
Phillips Wealth Planners LLC$135,756,115135,756,115
CORE WEALTH ADVISORS, LLC$135,711,766135,711,766
Donalies Financial Planning, LLC$135,680,379135,680,379
Telligent Fund, LP$135,676,256135,676,256
Valor Advisors LLC$135,665,706135,665,706
MRP Capital Investments, LLC$135,661,735135,661,735
Ulland Investment Advisors, LLC$135,560,000135,560,000
Targeted Financial Services LLC$135,505,905135,505,905
Tsai Capital Corp$135,308,633135,308,633
180 GPS Investments IC Ltd$135,252,331135,252,331
INTREPID FAMILY OFFICE LLC$135,227,774135,227,774
RD Lewis Holdings, Inc.$135,202,692135,202,692
GRANITE ISLANDS PRIVATE WEALTH, LLC$135,191,380135,191,380
Lakeshore Capital Group, Inc.$135,090,813135,090,813
Barnett & Company, Inc.$135,064,210135,064,210
Titan Investment Management LLC$135,059,985135,059,985
BFI Wealth Solutions, LLC$135,047,613135,047,613
BENNINGFIELD FINANCIAL ADVISORS, LLC$135,008,642135,008,642
PARAGON CAPITAL MANAGEMENT INC$134,998,777134,998,777
Western Reserve Capital Management, LLC$134,900,708134,900,708
PIPER SANDLER & CO.$134,885,749134,885,749
Stirlingshire Investments, Inc.$134,854,762134,854,762
POINCIANA ADVISORS GROUP, LLC$134,766,024134,766,024
Andrew Hill Investment Advisors, Inc.$134,737,304134,737,304
Oath Planning, LLC$134,719,007134,719,007
RM Financial Services, LLC$134,587,735134,587,735
VanWeelden Wealth Management, LLC$134,566,851134,566,851
BLVD Private Wealth, LLC$134,558,612134,558,612
Summitas Investment Management LLC$134,558,527134,558,527
Life Planning Partners, Inc$134,543,381134,543,381
OBSIDIAN CIO, LLC$134,508,526134,508,526
Cook & Bynum Capital Management, LLC$134,506,807134,506,807
TENET WEALTH PARTNERS, LLC$134,483,215134,483,215
Athena Wealth Management, LLC$134,455,722134,455,722
Talisman Wealth Advisors LLC$134,434,108134,434,108
Valtrion Capital Management, LLC$134,356,707134,356,707
Hingham Institution for Savings$134,303,551134,303,551
Boreal Capital Management LLC$134,286,874134,286,874
KRAEMATON INVESTMENT ADVISORS, INC$134,282,002134,282,002
Vista Cima Wealth Management LLC$134,275,583134,275,583
LWM ADVISORS INC$134,110,628134,110,628
Arnold Financial Planning LLC$134,090,098134,090,098
WAYSTONE ADVISORS LLC$134,078,178134,078,178
Asempa Wealth Advisors$134,069,920134,069,920
Freestate Advisors LLC$133,868,198133,868,198
PRAIRIEVIEW WEALTH PARTNERS, LLC$133,854,666133,854,666
INTEGRATED WEALTHCARE, LLC$133,852,566133,852,566
Lexington Partners L.P.$133,829,833133,829,833
Elevation Wealth Management LLC$133,796,096133,796,096
Paller Financial Services Inc$133,761,367133,761,367
BluePrint Investing LLC$133,755,438133,755,438
McAlvany Wealth Management LLC$133,676,485133,676,485
Eagle Bay Advisors LLC$133,623,311133,623,311
DWR WEALTH MANAGEMENT, LLC$133,622,096133,622,096
Cannae Holdings, Inc.$133,615,096133,615,096
NIGHTVIEW CAPITAL, LLC$133,548,981133,548,981
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$133,477,628133,477,628