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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 17:41:51 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
AG Asset Advisory, LLC$123,632,541123,632,541
LEGACY SOLUTIONS, LLC$123,577,976123,577,976
Niles Investment Management, LLC$123,493,616123,493,616
City Center Advisors, LLC$123,491,164123,491,164
Wealth Care LLC$123,469,849123,469,849
Bolthouse Investments, LLC$123,396,636123,396,636
Scientech Research LLC$123,369,926123,369,926
ATLas Financial Planning LLC$123,343,861123,343,861
Aldebaran Financial Inc.$123,160,191123,160,191
Wealth Advisory Team LLC$123,009,711123,009,711
Powerhouse Assets LLC$122,846,560122,846,560
Alamut Investment Management LLP$122,794,494122,794,494
Benchmark Financial, LLC$122,700,049122,700,049
Fairlight Advisors$122,639,861122,639,861
AMERICAN ASSET MANAGEMENT INC.$122,629,051122,629,051
SFAM, LLC$122,579,457122,579,457
Walsh & Associates, LLC$122,423,146122,423,146
Curat Global, LLC$122,400,834122,400,834
Hardworking Capital Advisors, LLC$122,395,865122,395,865
WORLDLY PARTNERS MANAGEMENT, LLC$122,389,094122,389,094
TANDEMGROWTH FINANCIAL ADVISORS LLC$122,375,802122,375,802
Birchwood Financial Partners, Inc.$122,265,059122,265,059
Guardian Capital, LLC$122,255,279122,255,279
High Point Wealth Management, LLC$122,244,689122,244,689
FORTERIS WEALTH MANAGEMENT INC.$122,234,903122,234,903
Wall Capital Group, Inc.$122,172,551122,172,551
WFA of San Diego, LLC$122,124,854122,124,854
Cooke Wealth Management, LLC$122,107,283122,107,283
JHP Wealth Management, LLC$122,102,417122,102,417
Coral Wealth Management, LLC$122,058,850122,058,850
Financial Management, Inc.$121,973,482121,973,482
HICKS CAPITAL MANAGEMENT LLC$121,969,841121,969,841
Moneda S.A. Administradora General de Fondos$121,951,562121,951,562
Vines Capital Management, LLC$121,894,218121,894,218
Clientfirst Wealth Management, LLC$121,742,656121,742,656
Greenline Wealth Management LLC$121,684,994121,684,994
Drystone LLC$121,621,309121,621,309
Torrey-Payne Wealth Management, LLC$121,594,823121,594,823
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC$121,528,446121,528,446
Portus Wealth Advisors, LLC$121,487,383121,487,383
Pandowealth. LLC$121,455,763121,455,763
Alexander Randolph Advisory, Inc.$121,409,191121,409,191
Dala Group, LLC$121,383,370121,383,370
VERUS WEALTH MANAGEMENT, LLC$121,329,948121,329,948
Chapman Investment Management, LLC$121,238,941121,238,941
Worthington Financial Partners, LLC$120,791,476120,791,476
Miller Global Investments, LLC$120,719,318120,719,318
Stoic Point Capital Management LLC$120,642,149120,642,149
Roan Capital Partners$120,583,499120,583,499
KDK Private Wealth Management, LLC$120,552,513120,552,513
Mission Financial Group, LLC$120,533,802120,533,802
Viaable, LLC$120,531,428120,531,428
Morangie Management LLC$120,416,577120,416,577
Helium Advisors LLC$120,363,612120,363,612
Mirabaud Asset Management Ltd$120,221,337120,221,337
RHL GROUP, LLC$120,217,445120,217,445
Blom & Howell Financial Planning, Inc.$120,068,063120,068,063
Payne Capital LLC$119,999,238119,999,238
Blue Line Capital, LLC / IL$119,910,113119,910,113
INVESTMENT MANAGEMENT CORP /VA/ /ADV$119,795,278119,795,278
January Capital Advisors LLC$119,658,623119,658,623
Cypress Capital Management LLC (WY)$119,640,476119,640,476
Grand Central Investment Group$119,568,026119,568,026
ETF Store, Inc.$119,536,298119,536,298
HEFFERNAN ADVISORY, INC$119,508,011119,508,011
Mann Financial Group, Inc.$119,501,835119,501,835
Baer Investment Advisory LLC$119,495,141119,495,141
1015 Capital Partners, LLC$119,363,313119,363,313
Ankerstar Wealth, LLC$119,251,550119,251,550
Red Mountain Financial, LLC$119,194,786119,194,786
DBK Financial Counsel, LLC$119,191,512119,191,512
Bannerstone Capital Management, LLC$119,109,445119,109,445
Oakmont Advisory Group, LLC$119,062,925119,062,925
Finhabits Advisors LLC$118,943,425118,943,425
Value Investment Professionals, LLC$118,932,425118,932,425
AUCTUS ADVISORS LLC$118,876,594118,876,594
Belleair Asset Management, LLC$118,849,601118,849,601
Ruggiero Investments, Inc.$118,699,274118,699,274
FELL CAPITAL MANAGEMENT /ADV$118,698,121118,698,121
Peck Wealth Management, LLC$118,692,401118,692,401
Yong Rong (HK) Asset Management Ltd$118,628,000118,628,000
HighRoad Wealth Advisors, LLC$118,609,831118,609,831
Boyer Financial Services, Inc.$118,445,505118,445,505
FIGURE 8 INVESTMENT STRATEGIES LLC$118,339,537118,339,537
Hobbs Wealth Management, LLC$118,321,018118,321,018
Directional Asset Management$118,308,066118,308,066
Portfolio Resources Advisor Group, Inc.$118,210,526118,210,526
Better Way Financial, LLC$118,205,618118,205,618
Kingsbury Capital Investment Advisors LLC$118,195,925118,195,925
KMT WEALTH MANAGEMENT, LLC$118,195,925118,195,925
3 FACTOR INDEXING, LLC$118,148,913118,148,913
AK GLOBAL ASSET MANAGEMENT, LLC$118,105,855118,105,855
Masterton Capital Management, LP$118,088,037118,088,037
AlphaCentric Advisors LLC$118,022,825118,022,825
CURTIS WEALTH MANAGEMENT LLC$117,996,089117,996,089
Wheels Up Wealth, Inc.$117,942,409117,942,409
Fiscal Wisdom Wealth Management, LLC$117,909,990117,909,990
E&R Wealth Management, LLC$117,865,740117,865,740
TrustWell Financial Advisors, LLC$117,851,955117,851,955
North Forty Two & Co.$117,761,667117,761,667