Hedge Funds with Highest Portfolio Turnover — Q1 2026

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

Quarter:Q1 2026 Q3 2025

#	Fund	Portfolio Value	Turnover %	New
1	LVM CAPITAL MANAGEMENT LTD/MI	$1.1B	100.0%	157
2	Norman Fields, Gottscho Capital Management, LLC	$37.6B	100.0%	62
3	Stairway Partners, LLC	$1.2T	100.0%	18
4	Silverleafe Capital Partners, LLC	$127.2B	100.0%	95
5	Somerset Trust Co	$60.7B	100.0%	174
6	LBJ Family Wealth Advisors, Ltd.	$170.6M	100.0%	28
7	Crumly & Associates Inc.	$329.0B	100.0%	198
8	McAlister, Sweet & Associates, Inc.	$50.8B	100.0%	32
9	COLLECTIVE FAMILY OFFICE LLC	$326.4B	100.0%	155
10	Byrne Asset Management LLC	$50.2B	100.0%	531
11	Aspect Partners, LLC	$145.1B	100.0%	706
12	Marex Group plc	$356.3B	100.0%	262
13	Stash Investments, LLC	$154.9B	100.0%	5
14	MJT & Associates Financial Advisory Group, Inc.	$59.2B	100.0%	439
15	Ares Financial Consulting, LLC	$61.1B	100.0%	1059
16	Ahara Advisors LLC	$24.4B	100.0%	50
17	Cassady Wealth & Retirement Planning, LLC	$124.3B	100.0%	97
18	NorthAvenue LLC	$114.4B	100.0%	373
19	ADIRONDACK TRUST CO	$64.6B	100.0%	533
20	Coastline Trust Co	$268.4B	100.0%	407
21	Employees Provident Fund Board	$2.3T	100.0%	44
22	Ridgewood Investments LLC	$101.6B	100.0%	208
23	Investors Research Corp	$359.5B	100.0%	840
24	WALLER FINANCIAL PLANNING GROUP, INC	$270.7B	100.0%	73
25	Rise Advisors, LLC	$156.1B	100.0%	94
26	Box Hill Private Wealth LLC	$22.6B	100.0%	66
27	WASHINGTON TRUST Co	$486.7B	100.0%	277
28	PRIVATE CLIENT SERVICES, LLC	$172.4B	100.0%	207
29	Israel Discount Bank of New York	$36.6B	100.0%	37
30	ACIMA PRIVATE WEALTH, LLC	$179.4B	100.0%	176
31	IFS Advisors, LLC	$125.1B	100.0%	215
32	STABLEFORD CAPITAL II LLC	$97.5B	100.0%	143
33	Washington Trust Advisors, Inc.	$243.3B	100.0%	680
34	ATMOS ADVISORY, LLC	$114.8B	100.0%	20
35	Trust Co of the South	$366.7B	100.0%	141
36	GAMMA Investing LLC	$625.0B	100.0%	4013
37	HIGHLINE WEALTH PARTNERS LLC	$190.0B	100.0%	1285
38	Sincerus Advisory, LLC	$73.5B	100.0%	76
39	Miller Global Investments, LLC	$85.1B	100.0%	278
40	Karras Company, Inc.	$23.6B	100.0%	61
41	MSRH, LLC	$46.2B	100.0%	28
42	GREENHAVEN ASSOCIATES INC	$3.1T	100.0%	26
43	ABNER HERRMAN & BROCK LLC	$904.9M	100.0%	107
44	CenturyLink Investment Management Co	$77.1M	100.0%	1
45	JACOBS & CO/CA	$1.0B	100.0%	124
46	ARMSTRONG HENRY H ASSOCIATES INC	$40.7B	100.0%	61
47	PARK AVENUE SECURITIES LLC	$12.8B	100.0%	1505
48	CENTRAL BANK & TRUST CO	$170.6B	100.0%	180
49	FARMERS TRUST CO	$202.4B	100.0%	202
50	Legacy Private Trust Co.	$645.1B	100.0%	253
51	Investment Partners Asset Management, Inc.	$79.6B	100.0%	163
52	Bath Savings Trust Co	$144.3B	100.0%	167
53	Twele Capital Management, Inc.	$314.1B	100.0%	37
54	Green Alpha Advisors, LLC	$49.0B	100.0%	107
55	SIGNATUREFD, LLC	$2.5T	100.0%	3388
56	Cardinal Capital Management, Inc.	$2.3T	100.0%	65
57	SMI Advisory Services, LLC	$435.2B	100.0%	60
58	Fragasso Financial Advisors Inc	$926.9B	100.0%	320
59	Orgel Wealth Management, LLC	$2.8T	100.0%	95
60	Deane Retirement Strategies, Inc.	$91.4B	100.0%	56
61	Alpha Omega Wealth Management LLC	$326.3B	100.0%	205
62	Sage Capital Advisors,llc	$138.9B	100.0%	127
63	Martin Capital Partners, LLC	$269.1M	100.0%	68
64	G&S Capital LLC	$119.2B	100.0%	133
65	Versant Capital Management, Inc	$586.9B	100.0%	2757
66	WOODSTOCK CORP	$256.6B	100.0%	154
67	THOMPSON INVESTMENT MANAGEMENT, INC.	$334.9B	100.0%	476
68	Violich Capital Management, Inc.	$75.1B	100.0%	118
69	First Heartland Consultants, Inc.	$882.7B	100.0%	516
70	Canandaigua National Trust Co of Florida	$45.4B	100.0%	106
71	Eastover Investment Advisors LLC	$24.7B	100.0%	50
72	Community Financial Services Group, LLC	$100.8B	100.0%	453
73	Gilman Hill Asset Management, LLC	$487.3B	100.0%	223
74	Catterton Management Company, L.L.C.	$3.6T	100.0%	3
75	HAMILTON LANE ADVISORS LLC	$136.0B	100.0%	20
76	Composition Wealth, LLC	$4.2T	100.0%	878
77	Asset Management Advisors, LLC	$76.1B	100.0%	19
78	Dynamic Advisor Solutions LLC	$1.7T	100.0%	952
79	TOMPKINS FINANCIAL CORP	$376.7B	100.0%	561
80	SANDERS MORRIS HARRIS LLC	$214.7B	100.0%	292
81	KELLY FINANCIAL GROUP LLC	$278.8B	100.0%	99
82	TEALWOOD ASSET MANAGEMENT INC	$219.8M	100.0%	118
83	Overbrook Management Corp	$64.1B	100.0%	49
84	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$519.4B	100.0%	102
85	Acropolis Investment Management, LLC	$1.3T	100.0%	381
86	Point Windward Advisors Inc.	$49.0B	100.0%	94
87	Arlington Partners LLC	$42.0B	100.0%	62
88	General Motors Holdings LLC	$90.5B	100.0%	4
89	PINKERTON WEALTH, LLC	$505.2B	100.0%	138
90	Goelzer Investment Management, Inc.	$567.1B	100.0%	296
91	Keystone Financial Planning, Inc.	$317.7B	100.0%	39
92	WALNUT PRIVATE EQUITY PARTNERS, LLC	$139.5B	100.0%	14
93	Avior Wealth Management, LLC	$1.9T	100.0%	820
94	McNamara Financial Services, Inc.	$353.0B	100.0%	99
95	Teamwork Financial Advisors, LLC	$247.1B	100.0%	179
96	BUTENSKY & COHEN FINANCIAL SECURITY, INC	$161.1B	100.0%	98
97	KWMG, LLC	$553.6B	100.0%	146
98	Freestate Advisors LLC	$93.7B	100.0%	42
99	Peterson Wealth Advisors, LLC	$635.3B	100.0%	108
100	Elmwood Wealth Management, Inc.	$218.1B	100.0%	171

Data sourced from SEC 13F filings for Q1 2026. Filings are delayed up to 45 days after quarter end.

Related Rankings

Most Active Funds

Hedge funds with the highest portfolio turnover this quarter. See which institutional investors are making the biggest c...

Largest Funds

The biggest institutional investors ranked by total portfolio value from their latest 13F filing. See Vanguard, BlackRoc...

Biggest New Buys

Institutional investors with the largest new stock purchases this quarter. See which hedge funds are making the biggest ...

Most Holdings

Institutional investors with the most stock positions in their 13F filings. See which funds hold the most diversified po...

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.