Largest Hedge Funds by Portfolio Value — Q3 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
1ASSETMARK, INC$27.4T3669
2Ninety One UK Ltd$10.1T322
3D.A. DAVIDSON & CO.$7.7T1566
4Asset Management One Co., Ltd.$7.3T918
5MATHER GROUP, LLC.$7.0T2189
6Vontobel Holding Ltd.$6.2T1164
7Apella Capital, LLC$5.4T749
8FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.3T426
9Capital Investment Advisors, LLC$4.0T780
10Gradient Investments LLC$3.9T447
11DEPRINCE RACE & ZOLLO INC$3.9T191
12CONGRESS ASSET MANAGEMENT CO$3.8T402
13Mondrian Investment Partners LTD$3.1T132
14SIGNATUREFD, LLC$3.0T3398
15Retirement Planning Group, LLC$2.9T523
16SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.9T653
17SigFig Wealth Management, LLC$2.8T146
18Forvis Mazars Wealth Advisors, LLC$2.7T418
19EVERGREEN CAPITAL MANAGEMENT LLC$2.5T1435
20Perigon Wealth Management, LLC$2.5T1411
21CONFLUENCE INVESTMENT MANAGEMENT LLC$2.4T278
22Sumitomo Mitsui DS Asset Management Company, Ltd$2.3T757
23Two Seas Capital LP$2.3T36
24Douglas Lane & Associates, LLC$2.2T236
25Copeland Capital Management, LLC$2.2T299
26REINHART PARTNERS, LLC.$2.0T72
27FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.9T405
28Avidian Wealth Enterprises, LLC$1.9T727
29BIP Wealth, LLC$1.9T539
30CHICKASAW CAPITAL MANAGEMENT LLC$1.7T83
31Hamilton Capital, LLC$1.6T152
32Sowell Financial Services LLC$1.6T1164
33Sound Income Strategies, LLC$1.6T471
34Sigma Planning Corp$1.5T1287
35Valeo Financial Advisors, LLC$1.4T811
36Acropolis Investment Management, LLC$1.4T371
37CoreCap Advisors, LLC$1.4T3035
38GATEWAY INVESTMENT ADVISERS LLC$1.2T823
39Stairway Partners, LLC$1.2T18
40Venture Visionary Partners LLC$1.2T670
41CWA Asset Management Group, LLC$1.2T704
42FARMERS & MERCHANTS INVESTMENTS INC$1.2T1745
43MONTRUSCO BOLTON INVESTMENTS INC.$1.2T81
44Hamlin Capital Management, LLC$1.1T28
45Addenda Capital Inc.$1.1T127
46Sterling Capital Management LLC$1.1T3101
47Bank of Finland$1.1T4
48Legacy Wealth Management, LLC$1.1T34
49RVW Wealth, LLC$1.0T181
50PARK NATIONAL CORP /OH/$989.7B309
51First Heartland Consultants, Inc.$960.2B577
52PHILLIPS FINANCIAL MANAGEMENT, LLC$891.0B279
53Stonebridge Financial Group, LLC$860.7B270
54B. Riley Wealth Advisors, Inc.$856.0B973
55ATWOOD & PALMER INC$801.2B483
56ROCKLAND TRUST CO$795.8B314
57Jaffetilchin Investment Partners, LLC$762.4B479
58HOWLAND CAPITAL MANAGEMENT LLC$761.2B276
59Tanglewood Wealth Management, Inc.$754.2B47
60Peterson Wealth Advisors, LLC$730.0B115
61Financial Management Professionals, Inc.$703.4B1020
62Fisher Funds Management LTD$700.4B167
63Adams Asset Advisors, LLC$698.6B92
64Legacy Private Trust Co.$684.3B260
65Compass Ion Advisors, LLC$677.9B295
66Angeles Investment Advisors, LLC$674.9B38
67LVW Advisors, LLC$668.1B453
68Trust Co$653.4B894
69FINANCIAL CONSULATE, INC$646.3B1844
70Cooper Financial Group$645.3B439
71Versant Capital Management, Inc$633.4B2747
72Graves Light Lenhart Wealth, Inc.$625.7B192
73Heartwood Wealth Advisors LLC$624.1B221
74New England Private Wealth Advisors LLC$604.2B203
75BEACON FINANCIAL GROUP$593.3B377
76KWMG, LLC$591.0B151
77LVZ, Inc.$567.6B162
78Chesley Taft & Associates LLC$565.4B360
79Insight Wealth Strategies, LLC$565.3B190
80Galvin, Gaustad & Stein, LLC$563.8B250
81CapWealth Advisors, LLC$548.4B117
82Arlington Financial Advisors, LLC$543.5B109
83TOTAL INVESTMENT MANAGEMENT INC$528.6B94
84Financial Enhancement Group LLC$520.3B134
85Beacon Capital Management, Inc.$514.9B124
86CORDA Investment Management, LLC.$513.5B77
87Everhart Financial Group, Inc.$500.5B487
88Archford Capital Strategies, LLC$497.0B352
89Boston Common Asset Management, LLC$490.7B171
90Pathway Financial Advisors LLC$489.6B126
91FOUNDATION RESOURCE MANAGEMENT INC$488.1B55
92MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$486.9B133
93Gilman Hill Asset Management, LLC$483.5B215
94STEPHENS GROUP ASSET MANAGEMENT, LLC$481.7B26
95Pinnacle Wealth Management Advisory Group, LLC$472.9B537
96Marquette Asset Management, LLC$470.3B763
97Conrad Siegel Investment Advisors, Inc.$465.1B74
98PRIVATE TRUST CO NA$452.5B2689
99Nadler Financial Group, Inc.$448.1B144
100PENN DAVIS MCFARLAND INC$445.9B71

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

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.