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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 04:19:20 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Wiser Advisor Group LLC$91,334,61191,334,611
August Group Capital Ltd$91,006,39491,006,394
Triad Investment Management$90,689,09590,689,095
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA$90,622,59790,622,597
Holland Advisory Services, Inc.$90,539,67690,539,676
Lakehouse Capital Pty Ltd$90,465,00090,465,000
Accel Growth Fund V Associates L.L.C.$89,767,44989,767,449
KERR FINANCIAL PLANNING Corp$89,630,36589,630,365
Alken Asset Management Ltd$89,579,00089,579,000
Audent Global Asset Management, LLC$89,555,04089,555,040
Mayar Capital Ltd.$89,141,62389,141,623
Luminist Capital LLC$88,972,04088,972,040
Variant Private Wealth, LLC$88,927,31388,927,313
Stone House Capital Management, LLC$88,536,05388,536,053
POM Investment Strategies, LLC$88,255,36488,255,364
Column Group LLC$88,100,08388,100,083
Wellment Financial$87,750,04587,750,045
Walleye Partners, LLC$87,736,79587,736,795
Yoffe Investment Management, LLC$87,354,63487,354,634
Bradyco, Inc.$87,206,55687,206,556
Tripletail Wealth Management, LLC$86,906,48386,906,483
REYL & Cie S.A.$86,714,09186,714,091
Ascent Advisors, LLC$86,691,41286,691,412
LDR Capital Management LLC$86,664,63686,664,636
Truxt Investmentos Ltda.$86,646,50086,646,500
Empery Asset Management, LP$86,479,40586,479,405
Algorithmic Investment Models, LLC$86,392,96586,392,965
Yorkville Advisors Global, LP$86,230,48486,230,484
CPWA, LLC$86,095,83786,095,837
Elite Life Management LLC$85,420,41985,420,419
Alpine Peaks Capital, LP$85,368,38885,368,388
FinDec Wealth Services, Inc.$84,649,17284,649,172
Applied Fundamental Research, LLC$84,529,02384,529,023
NASPERS LTD$84,358,89484,358,894
Private Harbour Investment Management & Counsel, LLC$84,294,70184,294,701
Riverview Trust Co$83,937,43483,937,434
Triveni Capital Investments LP$83,842,92383,842,923
Centennial Advisors, LLC$83,828,77383,828,773
North Ground Capital$83,350,77783,350,777
Virginia Estate & Retirement Planning Advisors Inc.$83,043,87783,043,877
STONEBRIDGE ADVISORS LLC$83,036,32183,036,321
Hauser Brothers GmbH$83,035,98583,035,985
John W. Brooker & Co., CPAs$82,766,96382,766,963
PCB Capital LLC$82,134,72782,134,727
BRX Global LP$81,927,26681,927,266
MQS Management LLC$81,880,70381,880,703
NEW VERNON INVESTMENT MANAGEMENT LLC$81,656,11781,656,117
Lotus Technology Management, LP$81,494,58181,494,581
Rithm Capital Corp.$81,417,96281,417,962
Charis Legacy Partners, LLC$81,328,21781,328,217
ROBERT WOOD JOHNSON FOUNDATION$81,044,11681,044,116
Ridgeback Capital Investments L.P.$80,928,96280,928,962
ProCore Advisors, LLC$80,705,99380,705,993
Avory & Company, LLC$80,032,44580,032,445
Capital Advisor Network LLC$79,904,07479,904,074
General Motors Holdings LLC$79,801,29379,801,293
WestBridge Capital Management, LLC$79,509,39979,509,399
Angel Oak Capital Advisors, LLC$79,272,63979,272,639
Carnegie Mellon University$78,931,36778,931,367
LITTLEJOHN & CO LLC$78,592,21278,592,212
Data Collective IV GP, LLC$78,552,27078,552,270
STEEL PARTNERS HOLDINGS L.P.$77,993,56377,993,563
Oceanic Investment Management LTD$77,930,84477,930,844
Global Media & Entertainment Investments Ltd$77,820,60077,820,600
KIZE CAPITAL LP$77,751,37277,751,372
CAPITAL MANAGEMENT ASSOCIATES /NY/$77,715,06577,715,065
WMS Group LLC$77,536,31177,536,311
Solutions 4 Wealth, Ltd$77,473,29677,473,296
VCU Investment Management Co$77,127,08877,127,088
Bayhunt Capital LLC$77,096,49377,096,493
PURSUIT WEALTH STRATEGIES, LLC$76,903,62476,903,624
McGrath & Associates, Inc.$76,762,81876,762,818
MSD Partners, L.P.$76,761,55676,761,556
QVIDTVM Management LLC$76,602,21876,602,218
STAPP WEALTH MANAGEMENT, PLLC$76,525,93776,525,937
SQUARE PEG CAPITAL PTY LTD$76,210,27876,210,278
Summit Rock Advisors, LP$76,145,03076,145,030
Winning Points Advisors, LLC$75,869,61675,869,616
Hestia Capital Management, LLC$75,503,34075,503,340
Regents Gate Capital LLP$75,147,90175,147,901
Viola Growth Management Fund 2 Ltd.$74,899,08974,899,089
Stronghold Wealth Management L.L.C.$74,709,50374,709,503
ION Crossover Partners Ltd$74,672,37074,672,370
Mosaic Advisors LLC$74,535,61474,535,614
AXON CAPITAL LP$73,661,35673,661,356
TCG Capital Management, LP$73,620,88773,620,887
IDG China Capital Fund GP III Associates Ltd.$73,480,47173,480,471
Kepos Capital LP$73,401,00073,401,000
Mowery & Schoenfeld Wealth Management, LLC$73,383,60473,383,604
Sullivan Wood Capital Management LLC$73,027,74273,027,742
EMPOWER HARVEST MANAGEMENT SERVICES, INC.$72,838,53672,838,536
IFS Group,LLC$72,835,75272,835,752
FINANCIAL COUNSELORS INC$72,659,24172,659,241
John A. Wolfe & Associates, Inc.$72,598,08772,598,087
Navigation Wealth Management, Inc.$72,590,92272,590,922
Norwood Investment Partners, LP$72,413,65672,413,656
Myriad Asset Management US LP$72,404,00072,404,000
KDT Advisors, LLC$72,261,43172,261,431
H Capital V GP, L.P.$71,898,00071,898,000
NCP Inc.$71,870,93171,870,931