Largest Hedge Funds by Portfolio Value — Q2 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
1Private Advisor Group, LLC$11.1T2466
2Ninety One UK Ltd$9.6T268
3Retirement Systems of Alabama$8.7T941
4Merit Financial Group, LLC$8.3T2288
5EXCHANGE TRADED CONCEPTS, LLC$7.6T1541
6D.A. DAVIDSON & CO.$7.4T1557
7Asset Management One Co., Ltd.$7.2T940
8MATHER GROUP, LLC.$7.0T1865
9FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.4T412
10COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.2T1567
11Apella Capital, LLC$5.1T685
12Gradient Investments LLC$3.9T441
13Rathbones Group PLC$3.5T654
14Annex Advisory Services, LLC$3.4T350
15Context Capital Management, LLC$3.4T188
16Wealthcare Advisory Partners LLC$3.3T1063
17SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.8T657
18Millburn Ridgefield LLC /DE/$2.7T39
19Orgel Wealth Management, LLC$2.6T113
20EVERGREEN CAPITAL MANAGEMENT LLC$2.6T1507
21SigFig Wealth Management, LLC$2.5T141
22CONFLUENCE INVESTMENT MANAGEMENT LLC$2.5T280
23Plancorp, LLC$2.5T416
24Douglas Lane & Associates, LLC$2.4T244
25Avior Wealth Management, LLC$2.2T778
26Cardinal Capital Management, Inc.$2.2T68
27J.W. COLE ADVISORS, INC.$2.2T1568
28REINHART PARTNERS, LLC.$2.1T72
29Dynamic Advisor Solutions LLC$1.9T1016
30Ocean Park Asset Management, LLC$1.9T81
31TEXAS PERMANENT SCHOOL FUND CORP$1.6T10
32HALBERT HARGROVE GLOBAL ADVISORS, LLC$1.5T689
33Valeo Financial Advisors, LLC$1.4T794
34Glencore plc$1.4T2
35CoreCap Advisors, LLC$1.4T3098
36Charles Schwab Trust Co$1.3T168
37AdvisorNet Financial, Inc$1.3T2229
38FIRST CITIZENS BANK & TRUST CO$1.3T635
39Trilogy Capital Inc.$1.3T397
40Stairway Partners, LLC$1.2T18
41JFS WEALTH ADVISORS, LLC$1.2T2227
42MONTRUSCO BOLTON INVESTMENTS INC.$1.2T77
43Bank of Finland$1.2T4
44WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$1.1T20
45CWA Asset Management Group, LLC$1.1T686
46Addenda Capital Inc.$1.1T124
47Legacy Wealth Management, LLC$1.1T30
48SCHARF INVESTMENTS, LLC$1.1T79
49RVW Wealth, LLC$1.0T180
50Hamlin Capital Management, LLC$1.0T30
51AEGON ASSET MANAGEMENT UK PLC$1.0T170
52First Heartland Consultants, Inc.$996.9B579
53Fragasso Financial Advisors Inc$979.9B356
54SUMMITRY LLC$955.2B338
55CGN Advisors LLC$939.0B321
56RIVERBRIDGE PARTNERS LLC$922.3B197
57SECURIAN ASSET MANAGEMENT, INC$844.5B919
58ABSOLUTE INVESTMENT ADVISERS, LLC$838.0B94
59NATIONS FINANCIAL GROUP INC, /IA/ /ADV$833.6B775
60Fisher Funds Management LTD$831.2B171
61Strid Group, LLC$821.6B93
62ATWOOD & PALMER INC$813.8B486
63Stonebridge Financial Group, LLC$803.8B271
64Wealthquest Corp$796.1B173
65Moisand Fitzgerald Tamayo, LLC$793.0B526
66HHM Wealth Advisors, LLC$776.1B880
67FINANCIAL CONSULATE, INC$734.5B1420
68COOKSON PEIRCE & CO INC$711.7B315
69Legacy Private Trust Co.$708.8B257
70Accredited Investors Inc.$700.4B297
71NWAM LLC$696.0B674
72Financial Management Professionals, Inc.$675.8B1034
73HOWLAND CAPITAL MANAGEMENT LLC$668.5B272
74Verus Financial Partners, Inc.$662.7B126
75Adams Asset Advisors, LLC$655.0B87
76Tributary Capital Management, LLC$648.4B134
77Welch Group, LLC$647.8B316
78Cooper Financial Group$634.5B439
79Graves Light Lenhart Wealth, Inc.$621.3B201
80LVZ, Inc.$619.4B176
81Trust Co$617.3B896
82Versant Capital Management, Inc$610.1B2717
83KWMG, LLC$585.4B149
84B. Riley Wealth Advisors, Inc.$571.5B819
85BEACON INVESTMENT ADVISORY SERVICES, INC.$568.4B801
86Chesley Taft & Associates LLC$566.6B367
87Redhawk Wealth Advisors, Inc.$552.6B405
88Insight Wealth Strategies, LLC$542.0B181
89CUTLER INVESTMENT COUNSEL LLC$537.3B155
90HOWARD FINANCIAL SERVICES, LTD.$521.7B266
91Pathway Financial Advisors LLC$513.0B130
92WEALTHCARE CAPITAL MANAGEMENT LLC$506.3B105
93Capital Advantage, Inc.$504.0B148
94TruNorth Capital Management, LLC$500.4B123
95FOUNDATION RESOURCE MANAGEMENT INC$499.5B55
96Financial Enhancement Group LLC$495.0B133
97Spinnaker Investment Group, LLC$494.8B177
98Gilman Hill Asset Management, LLC$492.7B231
99Marquette Asset Management, LLC$491.1B811
100Wealth Architects, LLC$483.6B246

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

Related Rankings

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.