Hedge Funds with Most Holdings — Q2 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
1CoreCap Advisors, LLC$1.4T3098
2Versant Capital Management, Inc$610.1B2717
3Private Advisor Group, LLC$11.1T2466
4Merit Financial Group, LLC$8.3T2288
5AdvisorNet Financial, Inc$1.3T2229
6JFS WEALTH ADVISORS, LLC$1.2T2227
7MATHER GROUP, LLC.$7.0T1865
8J.W. COLE ADVISORS, INC.$2.2T1568
9COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.2T1567
10D.A. DAVIDSON & CO.$7.4T1557
11EXCHANGE TRADED CONCEPTS, LLC$7.6T1541
12EVERGREEN CAPITAL MANAGEMENT LLC$2.6T1507
13FINANCIAL CONSULATE, INC$734.5B1420
14HARBOR INVESTMENT ADVISORY, LLC$295.3B1296
15Cedar Mountain Advisors, LLC$164.4B1166
16Wealthcare Advisory Partners LLC$3.3T1063
17Financial Management Professionals, Inc.$675.8B1034
18Dynamic Advisor Solutions LLC$1.9T1016
19Retirement Systems of Alabama$8.7T941
20Asset Management One Co., Ltd.$7.2T940
21SECURIAN ASSET MANAGEMENT, INC$844.5B919
22Trust Co$617.3B896
23HHM Wealth Advisors, LLC$776.1B880
24Dogwood Wealth Management LLC$139.7B838
25B. Riley Wealth Advisors, Inc.$571.5B819
26FNY Investment Advisers, LLC$259.8M815
27Marquette Asset Management, LLC$491.1B811
28BEACON INVESTMENT ADVISORY SERVICES, INC.$568.4B801
29Valeo Financial Advisors, LLC$1.4T794
30Investors Research Corp$323.7B783
31Avior Wealth Management, LLC$2.2T778
32NATIONS FINANCIAL GROUP INC, /IA/ /ADV$833.6B775
33HALBERT HARGROVE GLOBAL ADVISORS, LLC$1.5T689
34CWA Asset Management Group, LLC$1.1T686
35Apella Capital, LLC$5.1T685
36NWAM LLC$696.0B674
37SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.8T657
38Rathbones Group PLC$3.5T654
39FIRST CITIZENS BANK & TRUST CO$1.3T635
40Darwin Wealth Management, LLC$156.2B625
41Independence Bank of Kentucky$147.9B584
42First Heartland Consultants, Inc.$996.9B579
43SeaCrest Wealth Management, LLC$236.7B542
44KERR FINANCIAL PLANNING Corp$23.7B534
45Moisand Fitzgerald Tamayo, LLC$793.0B526
46Community Financial Services Group, LLC$112.2B521
47ATWOOD & PALMER INC$813.8B486
48180 WEALTH ADVISORS, LLC$395.0B484
49THOMPSON INVESTMENT MANAGEMENT, INC.$316.4B476
50Balefire, LLC$287.4B473
51NAPLES GLOBAL ADVISORS, LLC$472.0B461
52MJT & Associates Financial Advisory Group, Inc.$59.3B460
53Trust Point Inc.$409.1B458
54Gradient Investments LLC$3.9T441
55Cooper Financial Group$634.5B439
56Kozak & Associates, Inc.$106.4B427
57Plancorp, LLC$2.5T416
58Cypress Wealth Services, LLC$364.4B415
59FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.4T412
60SOUTHERN MICHIGAN BANK & TRUST$166.0B411
61Redhawk Wealth Advisors, Inc.$552.6B405
62Roxbury Financial LLC$36.9B404
63Trilogy Capital Inc.$1.3T397
64CONTRAVISORY INVESTMENT MANAGEMENT, INC.$147.0B382
65Chesley Taft & Associates LLC$566.6B367
66Fragasso Financial Advisors Inc$979.9B356
67Annex Advisory Services, LLC$3.4T350
68West Branch Capital LLC$20.2B350
69SUMMITRY LLC$955.2B338
70CGN Advisors LLC$939.0B321
71Welch Group, LLC$647.8B316
72COOKSON PEIRCE & CO INC$711.7B315
73YHB Investment Advisors, Inc.$324.1B312
74CANANDAIGUA NATIONAL BANK & TRUST CO$283.4B303
75SPIRIT OF AMERICA MANAGEMENT CORP/NY$167.8B298
76Accredited Investors Inc.$700.4B297
77Miller Global Investments, LLC$83.1B290
78HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$866.0M288
79CONFLUENCE INVESTMENT MANAGEMENT LLC$2.5T280
80HOWLAND CAPITAL MANAGEMENT LLC$668.5B272
81Stonebridge Financial Group, LLC$803.8B271
82APPLETON PARTNERS INC/MA$1.6B268
83Ninety One UK Ltd$9.6T268
84HOWARD FINANCIAL SERVICES, LTD.$521.7B266
85NORTHWEST WEALTH MANAGEMENT, LLC$452.8B264
86Castle Rock Wealth Management, LLC$199.7B262
87Baker Ellis Asset Management LLC$288.3B262
88United Asset Strategies, Inc.$355.6B257
89Legacy Private Trust Co.$708.8B257
90BURKETT FINANCIAL SERVICES, LLC$280.8B253
91Canvas Wealth Advisors, LLC$238.6B248
92Wealth Architects, LLC$483.6B246
93MERIDIAN INVESTMENT COUNSEL INC.$130.3B245
94Yorktown Management & Research Co Inc$64.5B244
95Douglas Lane & Associates, LLC$2.4T244
96Perkins Coie Trust Co$198.1B242
97E&G Advisors, LP$104.1B240
98NEVILLE RODIE & SHAW INC$1.5B237
99Atlas Brown,Inc.$67.5B235
100TrueWealth Advisors, LLC$307.2B233

Data sourced from SEC 13F filings for Q2 2026. Filings are delayed up to 45 days after quarter end.

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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.