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
1HighTower Advisors, LLC$37.8T3680
2Sumitomo Mitsui Trust Group, Inc.$28.7T1024
3ASSETMARK, INC$27.4T3669
4BAILLIE GIFFORD & CO$27.2T271
5PZENA INVESTMENT MANAGEMENT LLC$23.7T157
6Savant Capital, LLC$20.3T2349
7ALPS ADVISORS INC$18.6T1126
8WCM INVESTMENT MANAGEMENT, LLC$15.9T209
9CIBC Asset Management Inc$15.2T1349
10Private Advisor Group, LLC$14.6T3008
11Ninety One UK Ltd$10.1T322
12USS Investment Management Ltd$9.5T619
13Merit Financial Group, LLC$9.2T2317
14Retirement Systems of Alabama$9.1T932
15ProShare Advisors LLC$8.6T1813
16State of New Jersey Common Pension Fund D$8.2T1769
17EXCHANGE TRADED CONCEPTS, LLC$8.1T1662
18D.A. DAVIDSON & CO.$7.7T1566
19Asset Management One Co., Ltd.$7.3T918
20Valmark Advisers, Inc.$7.3T728
21WOLVERINE ASSET MANAGEMENT LLC$7.1T1015
22Calamos Advisors LLC$7.0T800
23MATHER GROUP, LLC.$7.0T2189
24STOREBRAND ASSET MANAGEMENT AS$6.2T735
25Alberta Investment Management Corp$6.2T386
26Vontobel Holding Ltd.$6.2T1164
27LOS ANGELES CAPITAL MANAGEMENT LLC$5.8T2258
28COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.7T1610
29Apella Capital, LLC$5.4T749
30FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.3T426
31Bank Julius Baer & Co. Ltd, Zurich$5.2T654
32AGF MANAGEMENT LTD$4.8T640
33Capital Investment Advisors, LLC$4.0T780
34Gradient Investments LLC$3.9T447
35DEPRINCE RACE & ZOLLO INC$3.9T191
36CONGRESS ASSET MANAGEMENT CO$3.8T402
37Mondrian Investment Partners LTD$3.1T132
38SIGNATUREFD, LLC$3.0T3398
39Context Capital Management, LLC$2.9T166
40Retirement Planning Group, LLC$2.9T523
41SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.9T653
42DIAMOND HILL CAPITAL MANAGEMENT INC$2.9T171
43SigFig Wealth Management, LLC$2.8T146
44Forvis Mazars Wealth Advisors, LLC$2.7T418
45EVERGREEN CAPITAL MANAGEMENT LLC$2.5T1435
46Perigon Wealth Management, LLC$2.5T1411
47CONFLUENCE INVESTMENT MANAGEMENT LLC$2.4T278
48Sumitomo Mitsui DS Asset Management Company, Ltd$2.3T757
49Two Seas Capital LP$2.3T36
50Douglas Lane & Associates, LLC$2.2T236
51Copeland Capital Management, LLC$2.2T299
52REINHART PARTNERS, LLC.$2.0T72
53FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.9T405
54Avidian Wealth Enterprises, LLC$1.9T727
55BIP Wealth, LLC$1.9T539
56CHICKASAW CAPITAL MANAGEMENT LLC$1.7T83
57Hamilton Capital, LLC$1.6T152
58Sowell Financial Services LLC$1.6T1164
59Sound Income Strategies, LLC$1.6T471
60Sigma Planning Corp$1.5T1287
61Valeo Financial Advisors, LLC$1.4T811
62Acropolis Investment Management, LLC$1.4T371
63CoreCap Advisors, LLC$1.4T3035
64GATEWAY INVESTMENT ADVISERS LLC$1.2T823
65Stairway Partners, LLC$1.2T18
66Venture Visionary Partners LLC$1.2T670
67CWA Asset Management Group, LLC$1.2T704
68FARMERS & MERCHANTS INVESTMENTS INC$1.2T1745
69MONTRUSCO BOLTON INVESTMENTS INC.$1.2T81
70Hamlin Capital Management, LLC$1.1T28
71Addenda Capital Inc.$1.1T127
72Sterling Capital Management LLC$1.1T3101
73Bank of Finland$1.1T4
74Legacy Wealth Management, LLC$1.1T34
75RVW Wealth, LLC$1.0T181
76PARK NATIONAL CORP /OH/$989.7B309
77First Heartland Consultants, Inc.$960.2B577
78PHILLIPS FINANCIAL MANAGEMENT, LLC$891.0B279
79Stonebridge Financial Group, LLC$860.7B270
80B. Riley Wealth Advisors, Inc.$856.0B973
81ATWOOD & PALMER INC$801.2B483
82ROCKLAND TRUST CO$795.8B314
83Jaffetilchin Investment Partners, LLC$762.4B479
84HOWLAND CAPITAL MANAGEMENT LLC$761.2B276
85Tanglewood Wealth Management, Inc.$754.2B47
86Peterson Wealth Advisors, LLC$730.0B115
87Financial Management Professionals, Inc.$703.4B1020
88Fisher Funds Management LTD$700.4B167
89Adams Asset Advisors, LLC$698.6B92
90Legacy Private Trust Co.$684.3B260
91Compass Ion Advisors, LLC$677.9B295
92Angeles Investment Advisors, LLC$674.9B38
93LVW Advisors, LLC$668.1B453
94Trust Co$653.4B894
95FINANCIAL CONSULATE, INC$646.3B1844
96Cooper Financial Group$645.3B439
97Versant Capital Management, Inc$633.4B2747
98Graves Light Lenhart Wealth, Inc.$625.7B192
99Heartwood Wealth Advisors LLC$624.1B221
100New England Private Wealth Advisors LLC$604.2B203

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.