Hedge Funds with Highest Portfolio Turnover — Q3 2026

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

Quarter:Q3 2026 Q2 2026 Q1 2026 Q3 2025

#	Fund	Portfolio Value	Turnover %	New
1	Byrne Asset Management LLC	$44.4B	100.0%	563
2	Coastline Trust Co	$202.1B	100.0%	341
3	Ridgewood Investments LLC	$113.4B	100.0%	217
4	CENTRAL BANK & TRUST CO	$161.8B	100.0%	177
5	Investment Partners Asset Management, Inc.	$85.5B	100.0%	167
6	Green Alpha Advisors, LLC	$59.7B	100.0%	106
7	SIGNATUREFD, LLC	$3.0T	100.0%	3398
8	Violich Capital Management, Inc.	$62.5B	100.0%	110
9	Canandaigua National Trust Co of Florida	$51.5B	100.0%	141
10	TOMPKINS FINANCIAL CORP	$443.2B	100.0%	548
11	Overbrook Management Corp	$75.6B	100.0%	51
12	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$382.9B	100.0%	104
13	Acropolis Investment Management, LLC	$1.4T	100.0%	371
14	Keystone Financial Planning, Inc.	$333.6B	100.0%	37
15	Peterson Wealth Advisors, LLC	$730.0B	100.0%	115
16	Veracity Capital LLC	$121.1B	100.0%	217
17	Benin Management CORP	$53.0B	100.0%	147
18	Ipswich Investment Management Co., Inc.	$51.3B	100.0%	181
19	HT Partners LLC	$242.9B	100.0%	55
20	Perigon Wealth Management, LLC	$2.5T	100.0%	1411
21	Matrix Trust Co	$685.5M	100.0%	98
22	BOURGEON CAPITAL MANAGEMENT LLC	$162.3B	100.0%	109
23	GATEWAY INVESTMENT ADVISERS LLC	$1.2T	100.0%	823
24	Compass Ion Advisors, LLC	$677.9B	100.0%	295
25	Defender Capital, LLC.	$63.2B	100.0%	38
26	VALICENTI ADVISORY SERVICES INC	$529.1M	100.0%	79
27	Madrona Financial Services, LLC	$257.5B	100.0%	159
28	M. Kraus & Co	$60.6B	100.0%	79
29	York GP, Ltd.	$7.7B	100.0%	3
30	RS CRUM INC.	$430.9B	100.0%	99
31	Asset Allocation & Management Company, LLC	$318.7M	100.0%	69
32	Verity & Verity, LLC	$415.2B	100.0%	136
33	Paragon Capital Management Ltd	$206.6B	100.0%	201
34	Archford Capital Strategies, LLC	$497.0B	100.0%	352
35	Tradewinds Capital Management, LLC	$341.4B	100.0%	681
36	Polunin Capital Partners Ltd	$496.8M	100.0%	24
37	SANDER CAPITAL ADVISORS INC	$219.6M	100.0%	10
38	WEYBOSSET RESEARCH & MANAGEMENT LLC	$67.8B	100.0%	31
39	Capital Investment Advisors, LLC	$4.0T	100.0%	780
40	Stanley-Laman Group, Ltd.	$233.4B	100.0%	205
41	Ironwood Financial, llc	$247.8B	100.0%	167
42	Cambridge Advisors Inc.	$294.5B	100.0%	181
43	COURIER CAPITAL LLC	$168.4B	100.0%	130
44	PEOPLES FINANCIAL SERVICES CORP.	$50.2B	100.0%	268
45	DAVIDSON TRUST CO	$70.7B	100.0%	178
46	Beach Point Capital Management LP	$223.5B	100.0%	19
47	LVW Advisors, LLC	$668.1B	100.0%	453
48	Sowell Financial Services LLC	$1.6T	100.0%	1164
49	Cottage Street Advisors LLC	$67.7B	100.0%	144
50	PENN DAVIS MCFARLAND INC	$445.9B	100.0%	71
51	WEDBUSH SECURITIES INC	$3.9B	100.0%	1278
52	HARVEY INVESTMENT CO LLC	$887.6M	100.0%	99
53	Capital Investment Counsel, Inc	$146.8B	100.0%	261
54	Tanglewood Wealth Management, Inc.	$754.2B	100.0%	47
55	Ramiah Investment Group	$47.5B	100.0%	76
56	J2 Capital Management Inc	$92.7B	100.0%	118
57	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$53.8B	100.0%	59
58	MATRIX ASSET ADVISORS INC/NY	$254.2B	100.0%	99
59	CALEDONIA INVESTMENTS PLC	$169.7B	100.0%	15
60	Sterling Capital Management LLC	$1.1T	100.0%	3101
61	RPM Capital Partners, LLC	$18.1B	100.0%	2
62	Spectrum Asset Management, Inc. (NB/CA)	$213.7B	100.0%	106
63	WEBER CAPITAL MANAGEMENT LLC /ADV	$96.0B	100.0%	12
64	DUPONT CAPITAL MANAGEMENT CORP	$1.8B	100.0%	38
65	NORTHSTAR ASSET MANAGEMENT Co	$84.4B	100.0%	244
66	FARMERS & MERCHANTS INVESTMENTS INC	$1.2T	100.0%	1745
67	Samalin Investment Counsel, LLC	$170.9B	100.0%	318
68	BURRUS FINANCIAL SERVICES, INC.	$141.5B	100.0%	11
69	FOUNDERS CAPITAL MANAGEMENT, LLC	$62.0B	100.0%	79
70	IRIDIAN ASSET MANAGEMENT LLC/CT	$226.2B	100.0%	40
71	Advanced Asset Management Advisors Inc	$45.5B	100.0%	87
72	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$222.6B	100.0%	184
73	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$109.1B	100.0%	255
74	Family Capital Trust Co	$70.9B	100.0%	81
75	VISION FINANCIAL MARKETS LLC	$47.7B	100.0%	376
76	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.3T	100.0%	757
77	Vision Capital Management, Inc.	$278.3B	100.0%	147
78	IRON Financial LLC	$117.4B	100.0%	146
79	Silver Lake Advisory, LLC	$98.3B	100.0%	104
80	Wealthstar Advisors, LLC	$84.6B	100.0%	112
81	EDMP, INC.	$66.2B	100.0%	74
82	HARBOR CAPITAL ADVISORS, INC.	$1.5B	100.0%	1424
83	KANAWHA CAPITAL MANAGEMENT LLC	$321.2B	100.0%	221
84	NTV ASSET MANAGEMENT LLC	$305.5B	100.0%	321
85	Indiana Trust & Investment Management Co	$50.6B	100.0%	453
86	Angeles Investment Advisors, LLC	$674.9B	100.0%	38
87	MARINO, STRAM & ASSOCIATES LLC	$169.4B	100.0%	201
88	Mondrian Investment Partners LTD	$3.1T	100.0%	132
89	BANK OF STOCKTON	$84.3B	100.0%	120
90	SRH ADVISORS, LLC	$327.4B	100.0%	260
91	SONATA CAPITAL GROUP INC	$63.0B	100.0%	126
92	PRIVATE TRUST CO NA	$452.5B	100.0%	2689
93	Horrell Capital Management, Inc.	$50.7B	100.0%	190
94	DAVIS-REA LTD.	$43.2B	100.0%	40
95	Ramsay, Stattman, Vela & Price, Inc.	$61.2B	100.0%	76
96	Beacon Capital Management, Inc.	$514.9B	100.0%	124
97	CAPITAL CITY TRUST CO/FL	$120.8B	100.0%	117
98	Forvis Mazars Wealth Advisors, LLC	$2.7T	100.0%	418
99	Vantage Investment Partners, LLC	$226.1B	100.0%	66
100	Sigma Planning Corp	$1.5T	100.0%	1287

Data sourced from SEC 13F filings for Q3 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.