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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 05:44:00 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128,464,840128,464,840
TenCore Partners, LP$128,417,568128,417,568
Safe Harbor Fiduciary, LLC$128,385,319128,385,319
TT Capital Management LLC$128,355,298128,355,298
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$128,348,150128,348,150
Kennon-Green & Company, LLC$128,250,565128,250,565
MILFAM LLC$128,187,962128,187,962
Journey Beyond Wealth, LLC$128,057,655128,057,655
CDKV HOLDINGS LLC$127,975,596127,975,596
Brooklands Fund Management Ltd$127,958,808127,958,808
Lord & Richards Wealth Management, LLC$127,771,697127,771,697
Fortune Financial Group, Inc.$127,707,424127,707,424
SkyView Investment Advisors, LLC$127,701,000127,701,000
C2C Wealth Management, LLC$127,637,870127,637,870
CONTINENTAL INVESTORS SERVICES, INC.$127,614,081127,614,081
Parametrica Management Ltd$127,599,194127,599,194
New York University$127,549,411127,549,411
Financial Concepts Unlimited, Inc.$127,539,562127,539,562
Twin Lions Management LLC$127,538,649127,538,649
Risk Paradigm Group, LLC$127,509,611127,509,611
Osbon Capital Management LLC$127,494,144127,494,144
Parvin Asset Management, LLC$127,470,578127,470,578
FARLEY CAPITAL L.P.$127,397,379127,397,379
EAGLE HARBOR ASSET MANAGEMENT INC /ADV$127,397,005127,397,005
KIDS CAPITAL MANAGEMENT, L.P.$127,389,007127,389,007
M Wealth Management, LLC$127,334,436127,334,436
Alta Partners Management Company, L.P.$127,316,249127,316,249
Fairman Group, LLC$127,301,924127,301,924
Dauntless Investment Group, LLC$127,280,360127,280,360
Roger Wittlin Investment Advisory, LLC$127,277,705127,277,705
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$127,269,842127,269,842
Canaan Partners XI LLC$127,268,001127,268,001
Smith Asset Management Co., LLC$127,111,204127,111,204
NWM ADVISORS, LLC$126,975,569126,975,569
Topor & Co. Korea$126,854,335126,854,335
North Horizon Holdings Inc.$126,782,877126,782,877
Capital CS Group, LLC$126,715,941126,715,941
Leo H. Evart, Inc.$126,630,892126,630,892
PRAGMA GESTAO DE PATRIMONIO LTD$126,562,901126,562,901
Frankly Finances, LLC$126,514,643126,514,643
Virtus Family Office LLC$126,490,503126,490,503
Roxbury Financial LLC$126,472,952126,472,952
Lubar & Co., Inc$126,428,057126,428,057
York GP, Ltd.$126,348,894126,348,894
DRH Investments, Inc.$126,328,856126,328,856
University of Wisconsin Foundation$126,299,395126,299,395
MeadowBrook Investment Advisors LLC$126,169,113126,169,113
Tenere Capital LLC$125,887,463125,887,463
SHEPHERD KAPLAN KROCHUK, LLC$125,864,799125,864,799
Midway Capital Research & Management$125,816,800125,816,800
Clio Asset Management LLC$125,787,268125,787,268
Smith Partners Wealth Management, LLC$125,782,587125,782,587
Heights Point Management, LP$125,704,361125,704,361
Milestones Private Investment Advisors LLC$125,590,824125,590,824
Katamaran Capital LLP$125,519,560125,519,560
Signet Private Wealth LLC$125,417,043125,417,043
Graetz Wealth LLC$125,377,262125,377,262
J. Mark Nickell & Co.$125,364,914125,364,914
Bretton Capital Management, LLC$125,307,062125,307,062
Summerhill Capital Management lnc.$125,266,094125,266,094
Alamea Verwaltungs GmbH$125,216,129125,216,129
EMG Holdings, L.P.$125,193,887125,193,887
E6 Portfolios, LLC$125,158,005125,158,005
O'Domhnaill Enterprises, Inc.$125,116,882125,116,882
Index Technologies Group LLC$125,070,781125,070,781
SHUTTLEWORTH & Co$125,060,568125,060,568
Barnes Dennig Private Wealth Management LLC$125,028,242125,028,242
Dougherty & Associates, LLC$124,978,371124,978,371
Yunqi Capital Ltd$124,932,122124,932,122
Broussard Financial Group LLC$124,853,425124,853,425
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$124,850,151124,850,151
DAG VENTURES, LLC$124,808,462124,808,462
Cornerstone Financial Management LLC$124,683,667124,683,667
Kassira Wealth Management LLC$124,681,100124,681,100
Cauble & Harre Wealth Management, Inc.$124,670,135124,670,135
Box Hill Private Wealth LLC$124,657,066124,657,066
Kennebec Savings Bank$124,604,382124,604,382
Essential Investment Partners LLC$124,529,357124,529,357
Haven Capital Group, Inc.$124,517,697124,517,697
Platt Wealth Management LLC$124,376,000124,376,000
Bristlecone Value Partners, LLC$124,323,367124,323,367
Miller Financial Services LLC$124,262,033124,262,033
EDMP, INC.$124,257,173124,257,173
Sherwood Financial Partners, LLC$124,229,411124,229,411
Palatine Hill Wealth Management, LLC$124,164,464124,164,464
Concorde Financial Corp$124,148,575124,148,575
Prospect Financial Group LLC$124,133,236124,133,236
Connecticut Capital Management Group, LLC$124,113,849124,113,849
Opus Financial Solutions LLC$124,040,284124,040,284
Burnham & Co LLC$124,016,060124,016,060
CONQUIS FINANCIAL LLC$124,015,219124,015,219
Robocap Asset Management Ltd$124,013,020124,013,020
Corps Capital Advisors, LLC$123,966,309123,966,309
Clarion Wealth Managment Partners, LLC$123,882,696123,882,696
Cria, Inc.$123,835,922123,835,922
Wagner Wealth Management, Corp$123,823,991123,823,991
FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC.$123,760,354123,760,354
Infinity Wealth Counsel, LLC$123,759,137123,759,137
DB Fitzpatrick & Co, Inc$123,734,916123,734,916
AG Asset Advisory, LLC$123,632,541123,632,541