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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.

EW
ELEVATE WEALTH ADVISORY, INC $194M

135 positions · as of September 30, 2026

LK
Lee, Kelleher & Klein Wealth Management $194M

48 positions · as of September 30, 2026

TC
Taylor, Cottrill LLC $194M

109 positions · as of December 31, 2015

GP
GENTRY PRIVATE WEALTH, LLC $194M

108 positions · as of June 30, 2026

IP
International Private Wealth Advisors LLC $194M

160 positions · as of June 30, 2026

PS
Planning Solutions Group LLC $194M

140 positions · as of June 30, 2019

FD
Financial Designs Corp $194M

39 positions · as of September 30, 2026

MC
MACRO Consulting Group $194M

102 positions · as of June 30, 2021

UI
UBP Investment Advisors SA $194M

80 positions · as of September 30, 2022

HF
Hoxton Financial, Inc. $194M

374 positions · as of March 31, 2016

II
Ibex Investors LLC $194M

15 positions · as of June 30, 2026

QF
QUANTUM FINANCIAL PARTNERS LLC $194M

152 positions · as of September 30, 2026

LA
Lakewood Asset Management LLC $194M

110 positions · as of September 30, 2026

TV
True Vision MN LLC $194M

98 positions · as of March 31, 2026

IW
IMG Wealth Management, Inc. $194M

639 positions · as of September 30, 2026

BC
Bayshore Capital Advisors, LLC $194M

45 positions · as of September 30, 2026

IW
Invera Wealth Advisors, LLC $194M

135 positions · as of September 30, 2026

AC
Adirondack Capital Advisors, LLC $194M

45 positions · as of September 30, 2026

JF
Jackson Financial Management $194M

43 positions · as of December 31, 2019

C&
CAPITAL & PLANNING, LLC $194M

45 positions · as of June 30, 2026

OC
ORLEANS CAPITAL MANAGEMENT CORP/LA $194M

122 positions · as of June 30, 2026

HI
HARBOUR INVESTMENT MANAGEMENT LLC $194M

108 positions · as of June 30, 2026

RE
Rydar Equities, Inc. $194M

440 positions · as of September 30, 2026

IW
INTEGRITY WEALTH ADVISORS, INC. $193M

77 positions · as of September 30, 2026

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