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Super Investors Managers
Super Investors / Managers

Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

BI
Barton Investment Management $807M

58 positions · as of September 30, 2026

SW
Strategic Wealth Investment Group, LLC $806M

100 positions · as of September 30, 2026

LH
Lebenthal Holdings,LLC $806M

350 positions · as of June 30, 2016

CI
Capital Investment Counsel, LLC $805M

155 positions · as of September 30, 2026

HT
HABER TRILIX ADVISORS, LP $805M

348 positions · as of June 30, 2013

TW
Thrive Wealth Management, LLC $805M

260 positions · as of September 30, 2026

SC
Savoie Capital LLC $805M

92 positions · as of June 30, 2025

OI
Orange Investment Advisors, Inc. $802M

137 positions · as of September 30, 2026

KF
Klaas Financial Asset Advisors, LLC $801M

60 positions · as of September 30, 2026

NM
Newtyn Management, LLC $801M

34 positions · as of June 30, 2026

LF
Lee Financial Co $801M

154 positions · as of September 30, 2026

LW
LIBERTY WEALTH MANAGEMENT LLC $800M

268 positions · as of June 30, 2026

CC
CORSAIR CAPITAL MANAGEMENT, L.P. $800M

165 positions · as of June 30, 2026

OA
Optimal Asset Management, Inc. $800M

347 positions · as of September 30, 2021

HW
HORAN Wealth, LLC $800M

217 positions · as of June 30, 2026

LO
Live Oak Private Wealth LLC $800M

211 positions · as of June 30, 2026

ER
EAGLE ROCK INVESTMENT COMPANY, LLC $799M

156 positions · as of September 30, 2026

SE
Suncoast Equity Management $798M

63 positions · as of June 30, 2026

TI
TrueMark Investments, LLC $798M

187 positions · as of June 30, 2026

MB
Mechanics Bank Trust Department $798M

205 positions · as of September 30, 2026

GI
Garden Investment Management, L.P. $798M

2 positions · as of June 30, 2026

LW
Lenox Wealth Advisors, LLC $798M

793 positions · as of March 31, 2022

SI
SONORA INVESTMENT MANAGEMENT, LLC $798M

1089 positions · as of September 30, 2021

QC
Quantum Capital Management, LLC / NJ $798M

35 positions · as of June 30, 2026

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