Hedge Funds with Most Holdings — Q3 2026

Funds ranked by total number of unique stock positions. Funds with many holdings tend to be large diversified managers or index-oriented investors.

#FundPortfolio ValueHoldings
1ASSETMARK, INC$27.4T3669
2SIGNATUREFD, LLC$3.0T3398
3Sterling Capital Management LLC$1.1T3101
4CoreCap Advisors, LLC$1.4T3035
5Versant Capital Management, Inc$633.4B2747
6PRIVATE TRUST CO NA$452.5B2689
7MATHER GROUP, LLC.$7.0T2189
8FINANCIAL CONSULATE, INC$646.3B1844
9KBC Group NV$47.5B1792
10FARMERS & MERCHANTS INVESTMENTS INC$1.2T1745
11D.A. DAVIDSON & CO.$7.7T1566
12EVERGREEN CAPITAL MANAGEMENT LLC$2.5T1435
13HARBOR CAPITAL ADVISORS, INC.$1.5B1424
14Perigon Wealth Management, LLC$2.5T1411
15HARBOR INVESTMENT ADVISORY, LLC$302.9B1402
16Manchester Capital Management LLC$103.7B1293
17Sigma Planning Corp$1.5T1287
18WEDBUSH SECURITIES INC$3.9B1278
19Vontobel Holding Ltd.$6.2T1164
20Sowell Financial Services LLC$1.6T1164
21Planning Strategies Inc.$93.7B1138
22Financial Management Professionals, Inc.$703.4B1020
23B. Riley Wealth Advisors, Inc.$856.0B973
24Asset Management One Co., Ltd.$7.3T918
25Trust Co$653.4B894
26GATEWAY INVESTMENT ADVISERS LLC$1.2T823
27Valeo Financial Advisors, LLC$1.4T811
28Capital Investment Advisors, LLC$4.0T780
29Marquette Asset Management, LLC$470.3B763
30Investors Research Corp$322.7B762
31Sumitomo Mitsui DS Asset Management Company, Ltd$2.3T757
32Apella Capital, LLC$5.4T749
33Avidian Wealth Enterprises, LLC$1.9T727
34GoalVest Advisory LLC$238.0B711
35CWA Asset Management Group, LLC$1.2T704
36Tradewinds Capital Management, LLC$341.4B681
37Venture Visionary Partners LLC$1.2T670
38SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.9T653
39First Heartland Consultants, Inc.$960.2B577
40Byrne Asset Management LLC$44.4B563
41TOMPKINS FINANCIAL CORP$443.2B548
42BIP Wealth, LLC$1.9T539
43Gulf International Bank (UK) Ltd$5.1B537
44Pinnacle Wealth Management Advisory Group, LLC$472.9B537
45Retirement Planning Group, LLC$2.9T523
46Bank of New Hampshire$116.0B514
47Everhart Financial Group, Inc.$500.5B487
48ATWOOD & PALMER INC$801.2B483
49Jaffetilchin Investment Partners, LLC$762.4B479
50Sound Income Strategies, LLC$1.6T471
51Balefire, LLC$294.8B457
52LVW Advisors, LLC$668.1B453
53Indiana Trust & Investment Management Co$50.6B453
54Gradient Investments LLC$3.9T447
55CONTRAVISORY INVESTMENT MANAGEMENT, INC.$160.0B440
56Cooper Financial Group$645.3B439
57FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.3T426
58Forvis Mazars Wealth Advisors, LLC$2.7T418
59SOUTHERN MICHIGAN BANK & TRUST$167.0B407
60FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.9T405
61CONGRESS ASSET MANAGEMENT CO$3.8T402
62Roxbury Financial LLC$36.3B401
63BEACON FINANCIAL GROUP$593.3B377
64VISION FINANCIAL MARKETS LLC$47.7B376
65Acropolis Investment Management, LLC$1.4T371
66BURKETT FINANCIAL SERVICES, LLC$282.8B364
67RIVERSEDGE ADVISORS, LLC$431.7B362
68Chesley Taft & Associates LLC$565.4B360
69Archford Capital Strategies, LLC$497.0B352
70Polaris Financial Partners$221.8M351
71Olistico Wealth, LLC$83.3B343
72Coastline Trust Co$202.1B341
73Ninety One UK Ltd$10.1T322
74NTV ASSET MANAGEMENT LLC$305.5B321
75Samalin Investment Counsel, LLC$170.9B318
76Miller Global Investments, LLC$81.2B316
77ROCKLAND TRUST CO$795.8B314
78Legacy Advisors, LLC$327.3B311
79PARK NATIONAL CORP /OH/$989.7B309
80YHB Investment Advisors, Inc.$341.8B307
81CANANDAIGUA NATIONAL BANK & TRUST CO$285.7B305
82Copeland Capital Management, LLC$2.2T299
83Weaver Consulting Group$310.5B299
84Compass Ion Advisors, LLC$677.9B295
85True North Advisors, LLC$441.7B294
86WASHINGTON TRUST Co$366.7B283
87BAKER TILLY WEALTH MANAGEMENT, LLC$214.9B282
88Commonwealth Financial Services, LLC$252.4B281
89PHILLIPS FINANCIAL MANAGEMENT, LLC$891.0B279
90CONFLUENCE INVESTMENT MANAGEMENT LLC$2.4T278
91HOWLAND CAPITAL MANAGEMENT LLC$761.2B276
92Stonebridge Financial Group, LLC$860.7B270
93PEOPLES FINANCIAL SERVICES CORP.$50.2B268
94Castle Rock Wealth Management, LLC$228.2B264
95Capital Investment Counsel, Inc$146.8B261
96SRH ADVISORS, LLC$327.4B260
97Legacy Private Trust Co.$684.3B260
98Teza Capital Management LLC$53.5B259
99Richardson Capital Management LLC$181.6B256
100NORTH POINT PORTFOLIO MANAGERS CORP/OH$109.1B255

Data sourced from SEC 13F filings for Q3 2026. Filings are delayed up to 45 days after quarter end.

Related Rankings

Frequently Asked Questions

What counts as a "holding"?

Each unique stock (CUSIP) reported in a fund's 13F filing counts as one holding. Options (puts and calls) on the same stock are counted separately.

When is this data updated?

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