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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 10:27:37 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Carter Financial, LLC$133,359,905133,359,905
Capstone Wealth Management, Inc.$133,235,240133,235,240
Harbor Asset Planning, Inc.$133,152,478133,152,478
Aldebaran Capital, LLC$133,096,778133,096,778
Winter & Associates, Inc.$133,090,310133,090,310
Alpha Advisors, LLC/VA$133,054,009133,054,009
PERKINS CAPITAL MANAGEMENT INC$132,991,158132,991,158
BAIN CAPITAL VENTURE INVESTORS, LLC$132,836,703132,836,703
Sherman Wealth Management LLC$132,835,063132,835,063
R.H. Investment Group, LLC$132,762,073132,762,073
Severin Investments, LLC$132,701,662132,701,662
Frisco Financial Planning LLC$132,691,284132,691,284
CENTRICA WEALTH MANAGEMENT, LLC$132,674,000132,674,000
New Covenant Trust Company, N.A.$132,658,153132,658,153
H&F Corporate Investors VIII, Ltd.$132,614,836132,614,836
Daventry Group, LP$132,509,253132,509,253
Veradace Capital Management LLC$132,447,691132,447,691
Dynamic Financial Group$132,401,568132,401,568
New Dimensions Wealth Management, LLC$132,389,191132,389,191
North Capital, Inc.$132,376,357132,376,357
Kampmann Melissa S.$132,348,067132,348,067
Cedarwood Wealth LLC$132,305,368132,305,368
Hudson Portfolio Management LLC$132,251,101132,251,101
LUTS & GREENLEIGH GROUP, INC.$132,175,995132,175,995
Financial Planning Fort Collins, LLC$132,024,318132,024,318
Vilga Financial Planning LLC$132,021,871132,021,871
Todd Wealth Management, LLC$131,930,141131,930,141
Goldstream Capital Management Ltd$131,926,254131,926,254
First Growth Capital LLC$131,903,633131,903,633
McCartney Wealth Management LLC$131,894,010131,894,010
Innovative Advisory Group, LLC$131,885,425131,885,425
Quantedge Capital Pte Ltd$131,860,774131,860,774
Finward Bancorp$131,854,305131,854,305
Tortuga Wealth Management, Inc$131,812,988131,812,988
Kane Co Wealth Management, Inc.$131,805,591131,805,591
Kelsey Financial, LLC$131,788,512131,788,512
Sivik Global Healthcare LLC$131,686,000131,686,000
Nest Investments, LLC$131,620,794131,620,794
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT$131,506,944131,506,944
Nan Fung Group Holdings Ltd$131,488,918131,488,918
Waycross Investment Management Co$131,322,154131,322,154
US Asset Management LLC$131,297,064131,297,064
Emissary Wealth LLC$131,295,741131,295,741
Larry Mathis Financial Planning, LLC$131,282,713131,282,713
MORGENS WATERFALL VINTIADIS & CO INC$131,160,745131,160,745
Eagle Wealth Advisors LLC$131,061,492131,061,492
Investors Portfolio Services LLC$131,011,515131,011,515
James Reed Financial Services, Inc.$131,010,630131,010,630
Ramiah Investment Group$130,996,021130,996,021
Anabranch Capital Management, LP$130,895,270130,895,270
CHESAPEAKE ASSET MANAGEMENT LLC$130,894,722130,894,722
FULCRUM WEALTH ADVISORS, LLC$130,882,669130,882,669
Provident Co of the Employees of the Hebrew University LTD$130,802,994130,802,994
Godfrey Financial Associates, Inc.$130,660,617130,660,617
NewCorp Financial Services, Inc.$130,643,820130,643,820
Ativo Capital Management LLC$130,571,895130,571,895
P.A.W. CAPITAL CORP$130,571,210130,571,210
WULFF, HANSEN & CO.$130,474,890130,474,890
Haven Global Partners, LLC$130,463,590130,463,590
Seal Cove Capital, LLC$130,452,934130,452,934
BAYBAN$130,344,264130,344,264
4WEALTH ADVISORS, INC.$130,276,312130,276,312
BankChampaign, National Association$130,242,047130,242,047
McLaughlin Asset Management, Inc.$130,207,133130,207,133
R.H. Dinel Investment Counsel, Inc.$130,201,755130,201,755
Lynch Investment Planning, LLC$130,156,556130,156,556
APS Management Group, Inc.$130,113,615130,113,615
NANO CAP NEW MILLENNIUM GROWTH FUND L P$130,038,747130,038,747
Troutman Wealth Management, LLC$129,971,121129,971,121
DIKER MANAGEMENT LLC$129,942,000129,942,000
Forest Hill Capital, LLC$129,931,847129,931,847
CPR Investments Inc.$129,898,724129,898,724
ARGUS INVESTORS' COUNSEL, INC.$129,869,206129,869,206
Avail Investment Partners, LLC$129,829,353129,829,353
MAIMON WEALTH MANAGEMENT LTD.$129,818,994129,818,994
Advocate Investing Services LLC$129,815,331129,815,331
Tandem Investment Partners LLC$129,744,179129,744,179
Hudson Oak Wealth Advisory LLC$129,652,040129,652,040
EPACRIA CAPITAL PARTNERS, LLC$129,553,142129,553,142
GLOBAL STRATEGIC MANAGEMENT INC$129,551,000129,551,000
Wolfstich Capital, LLC$129,518,344129,518,344
Capital Today Evergreen Fund, L.P.$129,498,857129,498,857
Whitebark Investors LP$129,468,770129,468,770
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$129,353,731129,353,731
Schaeffer Financial LLC$129,311,702129,311,702
Davis Wealth Advisors, LLC$129,272,634129,272,634
Up Capital Management, Inc.$129,229,079129,229,079
Santa Clara Valley Transportation Authority$129,138,253129,138,253
Sierra Legacy Group$129,055,052129,055,052
S Harris Financial Group, LLC$129,046,131129,046,131
CenturyLink Investment Management Co$129,001,706129,001,706
Sherman Asset Management, Inc.$128,883,899128,883,899
CrossGen Wealth, LLC$128,733,858128,733,858
Koenig Investment Advisory, LLC$128,730,170128,730,170
Quest 10 Wealth Builders, Inc.$128,729,358128,729,358
Linden Rose Investment LLC$128,707,713128,707,713
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$128,688,819128,688,819
JMN Financial LLC$128,597,536128,597,536
William Howard & Co Financial Advisors Inc$128,589,823128,589,823
Ridge Creek Global, Inc$128,545,276128,545,276