Finantrix Atlas peer benchmarks / 13F Manager Peer Benchmark
13F Manager Peer Benchmark
Compare any 13F filer with the managers closest to it in portfolio value: positions, concentration, options and discretion, from SEC 13F data.
Choose a manager to compare it with the 100 managers nearest to it in 13F portfolio value, nationwide or in its own state. You can also enter its CIK.
How the comparison works
The data covers 8,652 managers as of June 30, 2026, from SEC, Form 13F data sets. A peer group is the 100 managers closest in 13F portfolio value, measured on a ratio scale, so an institution is compared with others of its own size rather than with an arbitrary band. Choosing state peers limits the group to the same state, to managers no more than 4 times larger or smaller, where there are at least 10 of them.
A percentile says what share of the peer group reports a lower figure. Where a measure has a better direction, it is stated beside it; size and mix measures have none. Figures are as reported to the regulator and are not adjusted.
The full ranking is in Largest asset managers by 13F holdings, part of the Finantrix Atlas. Other benchmarks: Bank Peer Benchmark, Credit Union Peer Benchmark, RIA Peer Benchmark, Private Fund Adviser Peer Benchmark, Public Insurer Peer Benchmark and Public REIT Peer Benchmark.