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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 08:01:49 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Brown University$111,638,167111,638,167
Three Bearings Fiduciary Advisors, Inc.$111,598,235111,598,235
Van Diest Capital, LLC$111,596,884111,596,884
RAMSEY QUANTITATIVE SYSTEMS$111,593,159111,593,159
Investment Management Trust, LLC$111,569,951111,569,951
RCW Management, LLC$111,538,347111,538,347
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$111,501,063111,501,063
Layline Advisors, LLC$111,498,011111,498,011
CHIRON CAPITAL MANAGEMENT, LLC$111,486,838111,486,838
Weaver C. Barksdale & Associates, Inc.$111,471,704111,471,704
Valued Retirements, Inc.$111,351,625111,351,625
GLP Holdings LLLP$111,316,381111,316,381
Kazazian Asset Management, LLC$111,286,452111,286,452
Fortitude Financial, LLC$111,286,091111,286,091
Putney Financial Group LLC$111,058,499111,058,499
Dalton Investments, Inc.$110,950,855110,950,855
Beryl Capital Management LLC$110,668,789110,668,789
Western Pacific Wealth Management, LP$110,600,373110,600,373
SABBY MANAGEMENT, LLC$110,521,749110,521,749
Independent Wealth Advisors LLC$110,513,723110,513,723
Ballast Financial Advisors LLC$110,460,691110,460,691
ZENITH SOLUTIONS, INC.$110,358,143110,358,143
Karras Company, Inc.$110,330,464110,330,464
FinArc Investments, Inc.$110,305,133110,305,133
Catalyst Investment Management LLC$110,221,441110,221,441
Fund Advisors of America Inc/FL$110,178,743110,178,743
Thayer Financial, L.L.C.$110,028,811110,028,811
FourWorld Capital Management LLC$109,922,426109,922,426
DECISION INVESTMENTS, INC$109,847,919109,847,919
SYCAMORE PARTNERS MANAGEMENT, L.P.$109,698,176109,698,176
American National Bank of Texas$109,579,064109,579,064
Q Fund Management (Hong Kong) Ltd$109,548,369109,548,369
Briggs Wealth Management, Inc$109,542,680109,542,680
Revelation Capital Management, LLC$109,537,163109,537,163
Seven Six Capital Management, LLC$109,517,634109,517,634
Rangeley Capital, LLC$109,455,131109,455,131
Gumshoe Capital Management LLC$109,403,129109,403,129
Amitell Capital Pte Ltd$109,347,234109,347,234
Sensenig Capital Advisors, Inc$109,252,314109,252,314
Sparta 24 Ltd.$109,000,663109,000,663
Heronetta Management, L.P.$108,933,129108,933,129
LSP Investment Advisors, LLC$108,870,422108,870,422
Samara Investment Management, LLC$108,680,926108,680,926
PMG Family Office LLC$108,501,093108,501,093
Unified Investment Management$108,479,540108,479,540
SCP Investment, LP$108,478,756108,478,756
Grange Capital, LLC$108,476,680108,476,680
Corient IA LP$108,436,572108,436,572
RED REEF ADVISORS LLC$108,428,371108,428,371
Barden Capital Management, Inc.$108,401,258108,401,258
Yanni & Associates Investment Advisors, LLC$108,372,906108,372,906
Unify Financial Advisors$108,291,353108,291,353
SPWM Advisors LLC$108,249,756108,249,756
Michelson Medical Research Foundation, Inc.$108,220,489108,220,489
Bayforest Capital Ltd$108,190,029108,190,029
Schuylkill Financial LLC$108,178,621108,178,621
Yorktown Energy Partners XI, L.P.$108,094,466108,094,466
Yu Fan$107,920,350107,920,350
Walsky Investment Management, Inc.$107,689,225107,689,225
Aspirean Wealth, LLC$107,596,202107,596,202
Retireful, LLC$107,471,924107,471,924
Marathon Partners Equity Management, LLC$107,159,128107,159,128
GAINLINE FINANCIAL PARTNERS, LLC$107,130,951107,130,951
Burkett Asset Management Ltd$106,983,340106,983,340
Fullerton Advisors, LLC$106,926,671106,926,671
Intentional Wealth Strategies, LLC$106,653,180106,653,180
Oregon Pacific Wealth Management, LLC$106,593,189106,593,189
American Wealth Advisors, LLC$106,566,698106,566,698
Ebert Capital Management Inc.$106,560,826106,560,826
CFG Wealth Management Services, Inc.$106,553,752106,553,752
October Effect Ltd$106,349,825106,349,825
Plus Group Wealth Advisors LLC$106,327,563106,327,563
Wallace Advisory Group, LLC$106,324,399106,324,399
Calder Financial LLC$106,148,847106,148,847
Expressive Wealth LLC$105,889,150105,889,150
Regatta Research & Money Management$105,747,666105,747,666
Elevated Private Wealth, LLC$105,684,114105,684,114
OneAscent Investment Solutions LLC$105,605,667105,605,667
Hyposwiss Advisors SA$105,542,401105,542,401
Board of the Pension Protection Fund$105,445,852105,445,852
Villanova Investment Management Co LLC$105,381,579105,381,579
Generations Wealth, LLC$105,317,890105,317,890
SUCCESSION FINANCIAL, INC.$105,180,549105,180,549
COGENT STRATEGIC WEALTH LLC$104,890,421104,890,421
22NW, LP$104,683,608104,683,608
IDG China Venture Capital Fund V Associates L.P.$104,641,499104,641,499
Indie Asset Partners, LLC$104,425,025104,425,025
Verdad Advisers, LP$104,410,926104,410,926
Jeter Robert S II$104,372,179104,372,179
Strategic Financial Group, LLC$104,371,509104,371,509
TOP Private Wealth LLC.$104,245,368104,245,368
AIHC Capital Management Ltd$104,244,027104,244,027
Trustees of the University of Pennsylvania$104,240,547104,240,547
Xena Financial Planning, LLC$104,236,798104,236,798
Kachkovsky & Fisher, Inc.$103,959,072103,959,072
GRITSTONE ASSET MANAGEMENT LLC$103,951,932103,951,932
MOZAYYX MANAGEMENT LLC$103,918,421103,918,421
SAPPHIRE VENTURES, L.P.$103,802,691103,802,691
Parrish Capital LLC$103,729,473103,729,473
XY Capital Ltd$103,638,524103,638,524