Hedge Funds with Highest Portfolio Turnover — Q2 2026

Funds ranked by portfolio turnover percentage. These are the most active traders among institutional investors, significantly reshaping their portfolios quarter over quarter.

Quarter:Q2 2026 Q1 2026 Q3 2025

#	Fund	Portfolio Value	Turnover %	New	Closed
1	PATHWAY CAPITAL MANAGEMENT, LP	$15.9B	100.0%	4	2
2	SUMMITRY LLC	$955.2B	100.0%	338	0
3	Wealthquest Corp	$796.1B	100.0%	173	0
4	Rathbones Group PLC	$3.5T	100.0%	654	0
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.5T	100.0%	280	0
6	Beacon Wealthcare LLC	$137.8B	100.0%	26	0
7	GP Brinson Investments LLC	$130.8B	100.0%	14	0
8	Marathon Mission, Inc.	$124.1B	100.0%	56	0
9	Roxbury Financial LLC	$36.9B	100.0%	404	0
10	KERR FINANCIAL PLANNING Corp	$23.7B	100.0%	534	0
11	SWP Investment Management LLC	$22.1B	100.0%	51	0
12	Adelphi Trust Co	$45.6B	100.0%	114	0
13	Valor Advisors LLC	$15.6B	100.0%	35	0
14	BURKETT FINANCIAL SERVICES, LLC	$280.8B	100.0%	253	0
15	Cedar Mountain Advisors, LLC	$164.4B	100.0%	1166	0
16	Bank of Finland	$1.2T	100.0%	4	0
17	Gladwyn Financial Advisors, Inc.	$72.6B	100.0%	82	0
18	Diesslin Group, Inc.	$74.0B	100.0%	59	0
19	Pangea Capital Gestao de Recursos Ltda.	$100.0M	100.0%	3	0
20	Frisco Financial Planning LLC	$104.3B	100.0%	29	0
21	Financial Management, Inc.	$76.6B	100.0%	40	0
22	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	$87.2B	100.0%	43	0
23	Trilogy Capital Inc.	$1.3T	100.0%	397	0
24	Pathway Financial Advisors LLC	$513.0B	100.0%	130	0
25	Hobart Private Capital, LLC	$334.5B	100.0%	137	0
26	Longview Financial Advisors, Inc.	$134.7B	100.0%	43	0
27	General Partner, Inc.	$35.5B	100.0%	165	0
28	Trinity Financial Advisors LLC	$214.2B	100.0%	95	0
29	CGN Advisors LLC	$939.0B	100.0%	321	0
30	CoreCap Advisors, LLC	$1.4T	100.0%	3098	0
31	jvl associates llc	$49.2B	100.0%	79	0
32	Ridgeline Wealth, LLC	$132.2B	100.0%	59	0
33	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$44.7B	100.0%	39	0
34	Stonebridge Financial Group, LLC	$803.8B	100.0%	271	0
35	Somnio Financial Group, LLC	$104.4B	100.0%	14	0
36	LEGACY SOLUTIONS, LLC	$75.0B	100.0%	88	0
37	St. Clair Advisors, LLC	$72.9B	100.0%	76	0
38	Dogwood Wealth Management LLC	$139.7B	100.0%	838	0
39	Bulwark Capital Corp	$114.9B	100.0%	103	0
40	Meadowbrook Wealth Management, LLC	$15.9B	100.0%	79	0
41	MTCO Ltd.	$264.9B	100.0%	4	0
42	Pacific Excel Wealth Advisors, Inc.	$130.0B	100.0%	222	0
43	TTRF Capital Ltd	$151.7M	100.0%	13	0
44	NEVILLE RODIE & SHAW INC	$1.5B	100.0%	237	0
45	OLD REPUBLIC INTERNATIONAL CORP	$2.7B	100.0%	54	0
46	ANDERSON HOAGLAND & CO	$477.7B	100.0%	135	0
47	TETRAD CORP	$84.3B	100.0%	3	0
48	CANANDAIGUA NATIONAL BANK & TRUST CO	$283.4B	100.0%	303	0
49	Stonehearth Capital Management, LLC	$172.9B	100.0%	94	0
50	INTEGRATED CAPITAL MANAGEMENT, INC.	$129.2B	100.0%	57	0
51	M.E. ALLISON & CO., INC.	$82.0B	100.0%	193	0
52	Mirador Capital Partners LP	$295.6B	100.0%	214	0
53	INSPIRION WEALTH ADVISORS, LLC	$431.1B	100.0%	185	0
54	Trinity Wealth Management, LLC	$180.6B	100.0%	74	0
55	Gainplan LLC	$44.3B	100.0%	59	0
56	180 WEALTH ADVISORS, LLC	$395.0B	100.0%	484	0
57	Quad-Cities Investment Group, LLC	$151.4B	100.0%	205	0
58	JGP Wealth Management, LLC	$234.6B	100.0%	229	0
59	Balefire, LLC	$287.4B	100.0%	473	0
60	Graves Light Lenhart Wealth, Inc.	$621.3B	100.0%	201	0
61	HOWARD FINANCIAL SERVICES, LTD.	$521.7B	100.0%	266	0
62	ORSER CAPITAL MANAGEMENT, LLC	$39.7B	100.0%	64	0
63	MOULTON WEALTH MANAGEMENT, INC	$101.4B	100.0%	63	0
64	BRAVE ASSET MANAGEMENT INC	$168.2B	100.0%	142	0
65	WILSEY ASSET MANAGEMENT INC	$424.4B	100.0%	28	0
66	Flaharty Asset Management, LLC	$41.1B	100.0%	52	0
67	Valeo Financial Advisors, LLC	$1.4T	100.0%	794	0
68	Castle Rock Wealth Management, LLC	$199.7B	100.0%	262	0
69	FNY Investment Advisers, LLC	$259.8M	100.0%	817	0
70	Cooper Financial Group	$634.5B	100.0%	439	0
71	RVW Wealth, LLC	$1.0T	100.0%	180	0
72	Aurora Investment Managers, LLC.	$163.5M	100.0%	52	0
73	Sunburst Financial Group, LLC	$404.8B	100.0%	132	0
74	Affinity Capital Advisors, LLC	$348.1B	100.0%	202	0
75	Whitcomb & Hess, Inc.	$347.5B	100.0%	66	0
76	THREADGILL FINANCIAL, LLC	$83.7B	100.0%	36	0
77	ACT WEALTH MANAGEMENT, LLC	$137.6B	100.0%	64	0
78	Seilern Investment Management Ltd	$120.9B	100.0%	24	0
79	CYPRESS FUNDS LLC	$16.1B	100.0%	14	0
80	Atlas Brown,Inc.	$67.5B	100.0%	235	0
81	LVZ, Inc.	$619.4B	100.0%	176	0
82	New England Research & Management, Inc.	$59.5B	100.0%	134	0
83	Oliver Luxxe Assets LLC	$178.3B	100.0%	190	0
84	Omnia Family Wealth, LLC	$83.6B	100.0%	102	0
85	Franklin, Parlapiano, Turner & Welch, LLC	$128.6B	100.0%	54	0
86	Fluent Financial, LLC	$87.7B	100.0%	57	0
87	A&I FINANCIAL SERVICES, LLC	$157.5B	100.0%	74	0
88	SeaCrest Wealth Management, LLC	$236.7B	100.0%	542	0
89	CAPITAL WEALTH MANAGEMENT, LLC	$328.9B	100.0%	39	0
90	Hyperion Asset Management Ltd	$277.4B	100.0%	19	0
91	Alken Asset Management Ltd	$60.7M	100.0%	31	0
92	SL ADVISORS, LLC	$41.0B	100.0%	32	0
93	Northcape Capital Pty Ltd	$466.9B	100.0%	8	0
94	CABANA LLC	$5.1B	100.0%	12	0
95	GenWealth Group, Inc.	$397.1B	100.0%	88	0
96	Ballast, Inc.	$197.5B	100.0%	153	0
97	Sunesis Advisors, LLC	$96.7B	100.0%	61	0
98	DAGCO, INC.	$307.1B	100.0%	115	0
99	Japan Post Holdings Co., Ltd.	$6.0B	100.0%	1	0
100	MAGNOLIA CAPITAL MANAGEMENT LTD	$123.6M	100.0%	60	0

Data sourced from SEC 13F filings for Q2 2026. Filings are delayed up to 45 days after quarter end.

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Frequently Asked Questions

How is turnover calculated?

Portfolio turnover measures the percentage of a fund's holdings that changed between the current and previous quarter, based on new and closed positions relative to total holdings.

When is this data updated?

13F filings are due 45 days after each quarter end. Data is updated as new filings become available.