Top institutional investors and 13F manager rankings
Rank institutional investors by alpha score, performance, reported portfolio value, turnover, top sectors, and latest 13F activity. The all-investor baseline is free and indexable; paid members can focus on tracked, outperforming, high-alpha, and five-star cohorts.
Latest quarter
Q3 2026
Data as of 2026-10-11
Investor universe
412
$259.1B reported value
Top alpha investor
VILGA FINANCIAL PLANNING LLC
Alpha score -1.8
Strongest 3Y relative
VILGA FINANCIAL PLANNING LLC
-1.8%
The broad free baseline across the available 13F universe.
InsiderEdges quality score for ranking investors.
Showing 412 matching investors for Q3 2026.
Top 13F investors
Use the free all-investor baseline, then unlock paid lenses to see whether higher-quality cohorts rank differently.
| Investor | Top Sector | Top New Buy | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VILGA FINANCIAL PLANNING LLC CIK 2083456 | -1.8 | +10.4% | -1.8% | $132.0M | 93 | +0.2% | 14 | Funds & ETFs | UTHR |
| SACKS & ASSOCIATES, LLC CIK 2145868 | -1.9 | +10.2% | -1.9% | $148.2M | 80 | +0.1% | 7 | Funds & ETFs | QMAG |
| PALADIN PARTNERS, LLC CIK 2141570 | -7.3 | +4.8% | -7.3% | $151.2M | 214 | +0.1% | 13 | Funds & ETFs | BRK-B |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 | -8.9 | +20.4% | -9.7% | $170.8M | 74 | +1.0% | 44 | Funds & ETFs | HYBL |
| BULLOCK WEALTH MANAGEMENT GROUP CIK 2067581 | -14.9 | 0.0% | -14.9% | $230.6M | 608 | +1.0% | 608 | Funds & ETFs | XOM |
| PLANNING STRATEGIES INC. CIK 2139665 | -14.9 | 0.0% | -14.9% | $160.3M | 1,067 | +1.0% | 1,067 | Funds & ETFs | UTES |
| GO INVEST LLC CIK 2139692 | -21.4 | -9.3% | -21.4% | $425.5M | 129 | +0.1% | 10 | Funds & ETFs | IGIB |
| MTCO LTD. CIK 2095669 | -33.5 | -12.6% | -33.5% | $271.3M | 4 | +0.5% | 2 | Industrials | URTH |
| ROBERT BOSCH GMBH CIK 1882360 | -51.5 | -24.7% | -54.9% | $165.5M | 3 | 0.0% | 0 | Technology | VIA |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 2013713 | N/A | N/A | N/A | $186.0M | 51 | N/A | 2 | Technology | VRT |
| ACASTA PARTNERS UK LLP CIK 2090007 | N/A | N/A | N/A | $17.6M | 8 | N/A | 0 | Funds & ETFs | N/A |
| ACIMA PRIVATE WEALTH, LLC CIK 1761961 | N/A | N/A | N/A | $273.2M | 56 | N/A | 6 | Funds & ETFs | ADP |
| ACROPOLIS INVESTMENT MANAGEMENT, LLC CIK 1318601 | N/A | N/A | N/A | $2.0B | 54 | N/A | 4 | Funds & ETFs | IDEV |
| ACT WEALTH MANAGEMENT, LLC CIK 1814191 | N/A | N/A | N/A | $309.2M | 54 | N/A | 4 | Funds & ETFs | SCHB |
| ADAMS ASSET ADVISORS, LLC CIK 1386929 | N/A | N/A | N/A | $750.7M | 54 | N/A | 4 | Energy | ARLP |
| ADELPHI TRUST CO CIK 2106968 | N/A | N/A | N/A | $126.6M | 54 | N/A | 4 | Funds & ETFs | TSLA |
| ADIRONDACK CAPITAL ADVISORS, LLC CIK 2107623 | N/A | N/A | N/A | $193.7M | 45 | N/A | 0 | Funds & ETFs | N/A |
| ALETHEIAN WEALTH ADVISORS LLC CIK 1922281 | N/A | N/A | N/A | $209.8M | 53 | N/A | 4 | Funds & ETFs | JNJ |
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC CIK 2001461 | N/A | N/A | N/A | $605.1M | 53 | N/A | 3 | Technology | CLX |
| AMERICAN NATIONAL BANK CIK 1272164 | N/A | N/A | N/A | $845.3M | 54 | N/A | 4 | Technology | META |
| AMERICAN NATIONAL BANK OF TEXAS CIK 2086953 | N/A | N/A | N/A | $102.6M | 54 | N/A | 4 | Funds & ETFs | EVMO |
| ANB BANK CIK 2067126 | N/A | N/A | N/A | $247.9M | 53 | N/A | 3 | Funds & ETFs | EEM |
| APEIRON RIA LLC CIK 1801846 | N/A | N/A | N/A | $350.7M | 63 | N/A | 13 | Funds & ETFs | IAU |
| APELLA CAPITAL, LLC CIK 1801507 | N/A | N/A | N/A | $4.4B | 58 | N/A | 8 | Funds & ETFs | IVV |
| APPLIED CAPITAL LLC/FL CIK 1965393 | N/A | N/A | N/A | $121.1M | 51 | N/A | 2 | Financials | ADP |
| ARBOR WEALTH ADVISORS LLC CIK 2009890 | N/A | N/A | N/A | $151.6M | 51 | N/A | 1 | Funds & ETFs | IWF |
| ARGENT CAPITAL MANAGEMENT LLC CIK 1120926 | N/A | N/A | N/A | $2.8B | 53 | N/A | 3 | Technology | XOM |
| ARGUS INVESTORS' COUNSEL, INC. CIK 7195 | N/A | N/A | N/A | $107.9M | 57 | N/A | 7 | Technology | HOOD |
| ARMSTRONG ADVISORY GROUP, INC CIK 1932952 | N/A | N/A | N/A | $1.5B | 54 | N/A | 4 | Funds & ETFs | IEF |
| ARMSTRONG HENRY H ASSOCIATES INC CIK 1056827 | N/A | N/A | N/A | $1.1B | 52 | N/A | 2 | Financials | XOM |
| ARTEMIS INVESTMENT MANAGEMENT LLP CIK 1535385 | N/A | N/A | N/A | $7.2B | 64 | N/A | 16 | Technology | MSFT |
| ASEMPA WEALTH ADVISORS CIK 2099967 | N/A | N/A | N/A | $93.2M | 58 | N/A | 8 | Funds & ETFs | IAU |
| ATHENA WEALTH MANAGEMENT, LLC CIK 2128243 | N/A | N/A | N/A | $73.4M | 54 | N/A | 5 | Technology | AMD |
| ATLAS BROWN,INC. CIK 1388168 | N/A | N/A | N/A | $253.1M | 54 | N/A | 4 | Technology | XOM |
| ATTESSA CAPITAL LLC CIK 2020560 | N/A | N/A | N/A | $153.8M | 50 | N/A | 4 | Funds & ETFs | BKLN |
| ATWOOD & PALMER INC CIK 1044929 | N/A | N/A | N/A | $1.6B | 54 | N/A | 4 | Funds & ETFs | HLI |
| AUSBIL INVESTMENT MANAGEMENT LTD CIK 1966036 | N/A | N/A | N/A | $183.6M | 63 | N/A | 13 | Utilities | SR |
| AVAII WEALTH MANAGEMENT, LLC CIK 1904431 | N/A | N/A | N/A | $251.6M | 61 | N/A | 11 | Funds & ETFs | IAU |
| AVENTUS INVESTMENT ADVISORS, INC. CIK 2093055 | N/A | N/A | N/A | $134.3M | 52 | N/A | 3 | Funds & ETFs | ABBV |
| AVIDIAN WEALTH SOLUTIONS, LLC CIK 1471474 | N/A | N/A | N/A | $2.3B | 54 | N/A | 4 | Funds & ETFs | AVLV |
| AVITY INVESTMENT MANAGEMENT INC. CIK 926834 | N/A | N/A | N/A | $1.5B | 52 | N/A | 2 | Technology | DCI |
| AYALON INSURANCE COMP LTD. CIK 1642216 | N/A | N/A | N/A | $1.2B | 55 | N/A | 5 | Funds & ETFs | GRID |
| BAKER TILLY WEALTH MANAGEMENT, LLC CIK 1840565 | N/A | N/A | N/A | $323.6M | 55 | N/A | 5 | Funds & ETFs | IDEQ |
| BALLEW ADVISORS, INC CIK 1729096 | N/A | N/A | N/A | $140.7M | 62 | N/A | 12 | Funds & ETFs | QQQ |
| BANGOR SAVINGS BANK CIK 1352675 | N/A | N/A | N/A | $1.1B | 53 | N/A | 3 | Funds & ETFs | PSX |
| BANK & TRUST CO CIK 2026082 | N/A | N/A | N/A | $126.1M | 52 | N/A | 2 | Financials | GILD |
| BANK OF FINLAND CIK 1844891 | N/A | N/A | N/A | $493.5M | 4 | N/A | 0 | Funds & ETFs | N/A |
| BANK OF NEW HAMPSHIRE CIK 1870761 | N/A | N/A | N/A | $298.4M | 57 | N/A | 7 | Funds & ETFs | PLTR |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 2058816 | N/A | N/A | N/A | $150.4M | 38 | N/A | 1 | Funds & ETFs | META |
| BARDEN CAPITAL MANAGEMENT, INC. CIK 1906798 | N/A | N/A | N/A | $104.2M | 51 | N/A | 3 | Funds & ETFs | SPMO |
| BARING FINANCIAL LLC CIK 2052588 | N/A | N/A | N/A | $173.1M | 53 | N/A | 3 | Funds & ETFs | CBRS |
| BARON FINANCIAL GROUP, LLC CIK 1832093 | N/A | N/A | N/A | $160.7M | 53 | N/A | 3 | Funds & ETFs | ADP |
| BATH SAVINGS TRUST CO CIK 1384943 | N/A | N/A | N/A | $829.1M | 51 | N/A | 1 | Technology | IVV |
| BEACON WEALTHCARE LLC CIK 1849336 | N/A | N/A | N/A | $313.3M | 32 | N/A | 6 | Funds & ETFs | VIG |
| BELL ASSET MANAGEMENT LTD CIK 1681004 | N/A | N/A | N/A | $233.6M | 64 | N/A | 15 | Technology | CDNS |
| BENEDICT FINANCIAL ADVISORS INC CIK 711089 | N/A | N/A | N/A | $379.1M | 52 | N/A | 2 | Technology | NVDA |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT CIK 1535254 | N/A | N/A | N/A | $114.6M | 1 | N/A | 0 | Funds & ETFs | N/A |
| BILL FEW ASSOCIATES, INC. CIK 1914644 | N/A | N/A | N/A | $340.1M | 52 | N/A | 2 | Technology | IDEQ |
| BILTMORE WEALTH MANAGEMENT, LLC CIK 1598102 | N/A | N/A | N/A | $293.8M | 53 | N/A | 3 | Funds & ETFs | MSFT |
| BOLTWOOD CAPITAL MANAGEMENT CIK 1563690 | N/A | N/A | N/A | $328.0M | 52 | N/A | 2 | Funds & ETFs | KO |
| BONNESS ENTERPRISES INC CIK 1105471 | N/A | N/A | N/A | $298.5M | 36 | N/A | 1 | Financials | CVX |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD CIK 1876496 | N/A | N/A | N/A | $6.4B | 51 | N/A | 1 | Technology | SHW |
| BOS ASSET MANAGEMENT, LLC CIK 1965814 | N/A | N/A | N/A | $223.5M | 55 | N/A | 6 | Funds & ETFs | VGT |
| BOSTON STANDARD WEALTH MANAGEMENT, LLC CIK 1630939 | N/A | N/A | N/A | $690.5M | 55 | N/A | 5 | Funds & ETFs | VTEB |
| BOX HILL PRIVATE WEALTH LLC CIK 2094120 | N/A | N/A | N/A | $130.1M | 56 | N/A | 7 | Funds & ETFs | SGOV |
| BOYUM WEALTH ARCHITECTS LLC CIK 2068635 | N/A | N/A | N/A | $219.6M | 59 | N/A | 9 | Funds & ETFs | JPM |
| BREAKWATER CAPITAL GROUP CIK 1964309 | N/A | N/A | N/A | $498.2M | 55 | N/A | 5 | Funds & ETFs | XSHQ |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 1509973 | N/A | N/A | N/A | $484.5M | 56 | N/A | 6 | Technology | HONA |
| BRIGHTON SECURITIES CORP. CIK 14213 | N/A | N/A | N/A | $234.8M | 53 | N/A | 7 | Funds & ETFs | QQQ |
| BROWN SHIPLEY& CO LTD CIK 1912970 | N/A | N/A | N/A | $205.1M | 52 | N/A | 3 | Technology | MU |
| BURKETT FINANCIAL SERVICES, LLC CIK 1762716 | N/A | N/A | N/A | $316.1M | 57 | N/A | 7 | Funds & ETFs | CPSL |
| BURR FINANCIAL SERVICES, LLC CIK 1966297 | N/A | N/A | N/A | $147.3M | 30 | N/A | 5 | Technology | IONQ |
| BUSKA WEALTH MANAGEMENT, LLC CIK 1910503 | N/A | N/A | N/A | $250.2M | 61 | N/A | 11 | Funds & ETFs | VO |
| BYRNE ASSET MANAGEMENT LLC CIK 1911322 | N/A | N/A | N/A | $103.7M | 59 | N/A | 9 | Technology | MA |
| CACTI ASSET MANAGEMENT LLC CIK 1452208 | N/A | N/A | N/A | $1.4B | 51 | N/A | 2 | Technology | CRM |
| CADENT CAPITAL ADVISORS, LLC CIK 1803536 | N/A | N/A | N/A | $337.0M | 63 | N/A | 14 | Funds & ETFs | JPIE |
| CAMBRIDGE FINANCIAL GROUP, LLC CIK 2085256 | N/A | N/A | N/A | $258.7M | 53 | N/A | 3 | Funds & ETFs | IWM |
| CAMELOT TECHNOLOGY ADVISORS, INC. CIK 2021818 | N/A | N/A | N/A | $132.2M | 57 | N/A | 7 | Funds & ETFs | NTSK |
| CANANDAIGUA NATIONAL BANK & TRUST CO CIK 1074266 | N/A | N/A | N/A | $795.7M | 52 | N/A | 2 | Funds & ETFs | ABT |
| CANANDAIGUA NATIONAL TRUST CO OF FLORIDA CIK 1471384 | N/A | N/A | N/A | $134.8M | 50 | N/A | 50 | Funds & ETFs | LLY |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC CIK 1824700 | N/A | N/A | N/A | $705.3M | 54 | N/A | 4 | Funds & ETFs | GMUB |
| CAPITAL PLANNING LLC CIK 1790688 | N/A | N/A | N/A | $363.3M | 54 | N/A | 4 | Funds & ETFs | SPCX |
| CAPWEALTH ADVISORS, LLC CIK 1531809 | N/A | N/A | N/A | $1.0B | 49 | N/A | 1 | Healthcare | HONA |
| CASSILLY FINANCIAL GROUP LLC CIK 2090777 | N/A | N/A | N/A | $124.0M | 59 | N/A | 9 | Funds & ETFs | VTEI |
| CASTLE ROCK WEALTH MANAGEMENT, LLC CIK 1727605 | N/A | N/A | N/A | $342.1M | 59 | N/A | 10 | Funds & ETFs | SCHO |
| CASTLEVIEW PARTNERS, LLC CIK 1737088 | N/A | N/A | N/A | $104.9M | 62 | N/A | 13 | Funds & ETFs | SMH |
| CENTERSTAR ASSET MANAGEMENT, LLC CIK 1722053 | N/A | N/A | N/A | $61.0M | 76 | N/A | 32 | Technology | WDC |
| CENTRAL BANK & TRUST CO CIK 1175954 | N/A | N/A | N/A | $532.8M | 56 | N/A | 6 | Technology | SCHW |
| CENTRAL PACIFIC BANK - TRUST DIVISION CIK 2020066 | N/A | N/A | N/A | $488.2M | 57 | N/A | 7 | Funds & ETFs | META |
| CHAPIN DAVIS, INC. CIK 872098 | N/A | N/A | N/A | $388.7M | 59 | N/A | 9 | Technology | MPC |
| CHICKASAW CAPITAL MANAGEMENT LLC CIK 1276460 | N/A | N/A | N/A | $2.7B | 53 | N/A | 3 | Energy | TRP |
| CITY CENTER ADVISORS, LLC CIK 2030341 | N/A | N/A | N/A | $77.3M | 60 | N/A | 10 | Funds & ETFs | HYG |
| CLIENT FIRST INVESTMENT MANAGEMENT LLC CIK 2018284 | N/A | N/A | N/A | $47.0M | 17 | N/A | 0 | Funds & ETFs | N/A |
| CLUNE & ASSOCIATES, LTD. CIK 2055816 | N/A | N/A | N/A | $493.8M | 55 | N/A | 5 | Funds & ETFs | SHAG |
| COASTLINE TRUST CO CIK 1324279 | N/A | N/A | N/A | $875.4M | 53 | N/A | 3 | Funds & ETFs | IDEQ |
| COGENTBLUE WEALTH ADVISORS, LLC CIK 2054047 | N/A | N/A | N/A | $92.0M | 58 | N/A | 11 | Funds & ETFs | IEI |
| COLLECTIVE FAMILY OFFICE LLC CIK 1845066 | N/A | N/A | N/A | $350.3M | 57 | N/A | 7 | Funds & ETFs | BSJS |
| COLTON GROOME FINANCIAL ADVISORS, LLC CIK 1780330 | N/A | N/A | N/A | $359.3M | 52 | N/A | 3 | Funds & ETFs | ABBV |
| CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 1442056 | N/A | N/A | N/A | $4.5B | 54 | N/A | 4 | Financials | ZTS |
| CONGRESS ASSET MANAGEMENT CO /MA CIK 897378 | N/A | N/A | N/A | $8.7B | 62 | N/A | 12 | Technology | HALO |
Investor group comparison
Compare the broad 13F universe with tracked, outperforming, high-alpha, and five-star cohorts.
All 13F Investors
Free · 412 investors
-10.9
High Alpha
Ultimate · 3 investors
-3.6
Five-Star
Ultimate · 2 investors
-1.8
| Group | Investors | Reported Value | Net Activity | Avg Alpha | Avg Stars | Top Sector | Top Industry |
|---|---|---|---|---|---|---|---|
| All 13F Investors free | 412 | $259.1B | -2,395 | -10.9 | 3.6 | Funds & ETFs | Exchange-Traded Funds |
| High Alpha ultimate | 3 | $434.4M | -11 | -3.6 | 4.7 | Funds & ETFs | Exchange-Traded Funds |
| Five-Star ultimate | 2 | $275.4M | -23 | -1.8 | 5.0 | Funds & ETFs | Exchange-Traded Funds |
This page ranks institutional investors using the latest available 13F Universe quarter. 13F filings are delayed regulatory disclosures and represent reported quarter-end holdings.
The free view uses all available 13F investors. Pro and Ultimate views filter the same investor universe through quality and performance cohorts so users can see how stronger managers differ from the crowd.
Performance and alpha fields are shown only where the underlying dataset has enough observations to calculate them.
Tracked and Outperforming 3Y
Pro members can filter for managers InsiderEdges tracks and managers with stronger measured three-year results.
High Alpha and Five-Star
Ultimate members can focus on higher-alpha and five-star investor cohorts, which are designed to separate better historical managers from the full 13F crowd.
Entity pages stay canonical
Investor names link back to the existing investor profile pages when a matching profile slug is available.