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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 03:44:05 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
SaddleRock Capital Management LLC$103,623,588103,623,588
Reality Financial Planning Services, LLC$103,615,993103,615,993
Kailix Advisors LLC$103,548,405103,548,405
Kroeger Financial Partners$103,478,550103,478,550
Trailhead Planners LLC$103,422,060103,422,060
Freemont Management S.A.$103,370,862103,370,862
Arrow Investment Advisors, LLC$103,354,334103,354,334
Incision Capital Management LP$103,203,350103,203,350
Blantyre Capital Ltd$103,149,628103,149,628
Shelter Rock Management, LLC$103,121,726103,121,726
UG Investment Advisers Ltd.$103,110,846103,110,846
PALLADIEM, LLC$103,086,721103,086,721
Courant Investment Management LLC$103,034,997103,034,997
Willow Creek Capital Management, Inc.$102,985,012102,985,012
J. Team Financial, Inc.$102,941,377102,941,377
Peoples Bank/KS$102,884,619102,884,619
22C Capital LLC$102,728,725102,728,725
Alua Capital Management LP$102,711,990102,711,990
Independent Order of Foresters$102,677,191102,677,191
Orchard Capital Management, LLC$102,641,251102,641,251
VIMA LLC$102,591,239102,591,239
LANGLEY WEALTH MANAGEMENT, LLC$102,544,395102,544,395
Park State Asset Management$102,445,927102,445,927
Sulzberger Capital Advisors, Inc.$102,430,459102,430,459
Sherry Group, Inc.$102,412,603102,412,603
Closed-End Fund Advisors, Inc.$102,373,406102,373,406
HELIOS CAPITAL MANAGEMENT PTE. LTD$102,361,823102,361,823
DELPHI MANAGEMENT INC /MA/$102,283,000102,283,000
Good Harbor Advisors, Inc.$102,229,009102,229,009
Electric Capital Partners, LLC$102,073,518102,073,518
PARTNERS WEALTH MANAGEMENT, LLC$102,013,310102,013,310
Lionsbridge Wealth Management LLC$101,901,168101,901,168
Encore Global Management, LP$101,877,661101,877,661
Pantera Capital Partners LP$101,808,821101,808,821
MSD CAPITAL, L.P.$101,790,124101,790,124
Englebert Financial Advisers, LLC$101,547,499101,547,499
ARBOR CAPITAL MANAGEMENT INC /ADV$101,528,037101,528,037
Provident Living Financial Services, Inc.$101,450,184101,450,184
RD Finance Ltd$101,285,000101,285,000
Miramar Fiduciary Corp$101,153,273101,153,273
SBI Holdings USA, Inc.$101,084,820101,084,820
Shelter Ins Retirement Plan$100,686,929100,686,929
Turner Financial Group, Inc.$100,539,646100,539,646
Cederberg Capital Ltd$100,359,000100,359,000
Ampfield Management, L.P.$100,234,000100,234,000
Sage Investment Counsel LLC$99,856,45299,856,452
Aspen Private Advisors, LLC$99,686,95199,686,951
Absoluto Partners Gestao de Recursos Ltda$99,615,96899,615,968
Guilbault Capital LLC$99,580,19099,580,190
HFG Wealth Management, LLC$99,435,10199,435,101
Benson Wealth Management INC$99,388,70099,388,700
ACCOUNT MANAGEMENT LLC$98,995,51798,995,517
Professional Financial Management, Inc.$98,602,09698,602,096
Financial Network Wealth Advisors LLC$98,538,12898,538,128
MONTCHANIN ASSET MANAGEMENT, LLC$98,128,00098,128,000
PUFF WEALTH MANAGEMENT, LLC$98,090,90098,090,900
Zinnia Wealth Advisory, LLC$98,060,76898,060,768
Drum Hill Capital, LLC$97,996,75797,996,757
Elevation Advisory Partners LLC$97,683,12597,683,125
WEDGEWOOD INVESTORS INC /PA/$97,361,06097,361,060
Schrum Private Wealth Management LLC$97,349,32897,349,328
Lloyd Harbor Capital Management, LLC$97,179,02797,179,027
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC$96,957,97196,957,971
OPTIMAS CAPITAL Ltd$96,901,59396,901,593
Kore Advisors LP$96,227,37596,227,375
INKWELL CAPITAL LLC$96,168,06496,168,064
John & Kathleen Schreiber Foundation$95,750,17395,750,173
One Wealth Management Investment & Advisory Services, LLC$95,259,68595,259,685
AIP, LLC$95,192,48595,192,485
FORMULATE FINANCIAL LLC$95,007,99395,007,993
Capitol Family Office, Inc.$94,684,31194,684,311
Integrated Wealth Management$94,676,61594,676,615
Prism Planning Partners LLC$94,482,08094,482,080
Geremia Financial Services, LLC$94,312,69994,312,699
SkyKnight Capital, L.P.$94,129,46694,129,466
Divco West Real Estate Services, LLC$94,041,47494,041,474
Eurizon Asset Management Hungary Ltd.$93,921,15293,921,152
University of Cambridge Investment Management Ltd$93,891,98293,891,982
T3 Companies, LLC$93,652,44293,652,442
WD Thunder CV Ultimate GP LLC$93,534,56493,534,564
Pensionfund Sabic$93,517,00093,517,000
PICTET BANK & TRUST Ltd$93,270,24493,270,244
Sonoma Private Wealth LLC$93,104,70693,104,706
Meadowbrook Wealth Management, LLC$92,858,77292,858,772
SUMMITPOINT CAPITAL MANAGEMENT$92,752,29192,752,291
Aflac Inc$92,629,03592,629,035
Ground Swell Capital, LLC$92,581,86292,581,862
Jackson Brooke LLC$92,395,08092,395,080
Deuterium Capital Management, LLC$92,392,73092,392,730
Sunstone Asset Management, LP$92,359,46392,359,463
Significant Wealth Partners LLC$92,356,86192,356,861
DB&C Advisors, LLC$92,352,65592,352,655
Hyundai Investments Co., Ltd.$92,311,04192,311,041
GARRISON BRADFORD & ASSOCIATES INC$92,168,78792,168,787
Forefront Analytics, LLC$92,024,91592,024,915
Ventas, Inc.$91,930,21091,930,210
AXA S.A.$91,884,60591,884,605
Point Break Capital Management, LLC$91,739,92591,739,925
Crystal Cove Asset Management, LLC$91,671,65191,671,651
Atlas Wealth Partners, LLC$91,554,37791,554,377