Largest Hedge Funds by Portfolio Value — Q1 2026

Institutional investors ranked by total portfolio value reported in their latest 13F filing. This represents their US equity holdings as disclosed to the SEC.

#FundPortfolio ValueHoldings
1BlackRock, Inc.$1420.1T5456
2ROYAL BANK OF CANADA$204.8T6752
3LPL Financial LLC$200.6T5662
4ENVESTNET ASSET MANAGEMENT INC$179.9T4629
5Bank of New York Mellon Corp$145.1T4111
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87.8T4047
7BROOKFIELD Corp /ON/$68.4T130
8D. E. Shaw & Co., Inc.$68.3T3102
9PRINCIPAL FINANCIAL GROUP INC$60.9T2160
10VICTORY CAPITAL MANAGEMENT INC$57.1T2395
11IMC-Chicago, LLC$39.1T2462
12HighTower Advisors, LLC$36.3T3733
13RENAISSANCE TECHNOLOGIES LLC$35.4T3158
14BAILLIE GIFFORD & CO$35.2T268
15Sumitomo Mitsui Trust Group, Inc.$32.1T1036
16SCHRODER INVESTMENT MANAGEMENT GROUP$29.4T1168
17PZENA INVESTMENT MANAGEMENT LLC$22.8T158
18ASSETMARK, INC$20.2T3401
19FULLER & THALER ASSET MANAGEMENT, INC.$19.4T496
20ALPS ADVISORS INC$18.1T1034
21Savant Capital, LLC$16.1T1488
22Pacer Advisors, Inc.$15.6T2031
23NVIDIA CORP$14.5T6
24KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$13.8T949
25WCM INVESTMENT MANAGEMENT, LLC$13.7T259
26Private Advisor Group, LLC$11.0T2585
27BAMCO INC /NY/$10.8T320
28ProShare Advisors LLC$10.3T1860
29Calamos Advisors LLC$9.8T1086
30Retirement Systems of Alabama$9.4T945
31BRANDES INVESTMENT PARTNERS, LP$9.0T186
32Ninety One UK Ltd$8.6T237
33USS Investment Management Ltd$8.4T507
34State of New Jersey Common Pension Fund D$8.2T1546
35MATHER GROUP, LLC.$7.8T1871
36SB INVESTMENT ADVISERS (UK) LTD$7.7T10
37Alberta Investment Management Corp$7.6T389
38PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.4T2271
39Asset Management One Co., Ltd.$7.4T907
40WOLVERINE ASSET MANAGEMENT LLC$7.2T1175
41GABELLI FUNDS LLC$7.1T1202
42Sculptor Capital LP$7.1T261
43Valmark Advisers, Inc.$6.9T670
44Merit Financial Group, LLC$6.7T2095
45EXCHANGE TRADED CONCEPTS, LLC$6.6T1508
46STOREBRAND ASSET MANAGEMENT AS$6.5T772
47DIAMOND HILL CAPITAL MANAGEMENT INC$6.5T187
48LOS ANGELES CAPITAL MANAGEMENT LLC$6.3T2363
49D.A. DAVIDSON & CO.$6.2T1537
50Wealthspire Advisors, LLC$6.1T926
51COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.7T1648
52Bank Julius Baer & Co. Ltd, Zurich$5.7T677
53FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.6T416
54AGF MANAGEMENT LTD$5.5T625
55DEERFIELD MANAGEMENT COMPANY, L.P.$5.4T77
56GLENMEDE TRUST CO NA$5.3T1463
57SOROS FUND MANAGEMENT LLC$4.9T241
58Pure Financial Advisors, LLC$4.9T569
59River Road Asset Management, LLC$4.8T174
60REGIONS FINANCIAL CORP$4.5T856
61NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4T779
62RFG Advisory, LLC$4.3T1025
63Composition Wealth, LLC$4.2T878
64SANDS CAPITAL MANAGEMENT, LLC$4.1T67
65Atria Investments, Inc$3.9T2015
66ORBIMED ADVISORS LLC$3.9T108
67Mondrian Investment Partners LTD$3.9T103
68Boston Trust Walden Corp$3.8T386
69Gradient Investments LLC$3.8T417
70Context Capital Management, LLC$3.8T202
71DEPRINCE RACE & ZOLLO INC$3.7T183
72OMERS ADMINISTRATION Corp$3.7T1018
73Catterton Management Company, L.L.C.$3.6T3
74Capital Investment Advisors, LLC$3.5T690
75Modera Wealth Management, LLC$3.4T630
76CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$3.3T95
77Stephens Investment Management Group LLC$3.3T170
78Wealthcare Advisory Partners LLC$3.2T1062
79KESTRA PRIVATE WEALTH SERVICES, LLC$3.2T1743
80INTECH INVESTMENT MANAGEMENT LLC$3.1T2080
81GREENHAVEN ASSOCIATES INC$3.1T26
82Madison Asset Management, LLC$3.1T347
83Advisors Capital Management, LLC$3.1T564
84Annex Advisory Services, LLC$3.0T371
85COLDSTREAM CAPITAL MANAGEMENT INC$3.0T1182
86Catalyst Capital Advisors LLC$3.0T363
87OPPENHEIMER ASSET MANAGEMENT INC.$2.9T1106
88Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.8T978
89Perpetual Ltd$2.8T422
90Orgel Wealth Management, LLC$2.8T95
91PRIVATE MANAGEMENT GROUP INC$2.8T307
92TD PRIVATE CLIENT WEALTH LLC$2.7T1635
93CANTILLON CAPITAL MANAGEMENT LLC$2.7T38
94Avantax Planning Partners, Inc.$2.7T431
95DISCIPLINED GROWTH INVESTORS INC /MN$2.7T61
96Mawer Investment Management Ltd.$2.6T126
97TimesSquare Capital Management, LLC$2.6T148
98Fidelity National Financial, Inc.$2.6T20
99AMAZON COM INC$2.6T5
100AKRE CAPITAL MANAGEMENT LLC$2.6T19

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

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Frequently Asked Questions

What is included in the portfolio value?

The portfolio value represents US equity holdings (stocks and options) reported in SEC Form 13F. It does not include bonds, foreign securities, or private investments.

How often is this data updated?

13F filings are due 45 days after each quarter end. Rankings are updated as new filings are processed.

What is a 13F filing?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings.