13F filings · Oct 30, 2026

13F Filings on October 27, 2026: Asset Management One and 29 More Report Q3 2026 Holdings

The hedge funds that filed Q3 2026 13Fs on October 27, 2026, from Asset Management One on, with what each held and how copying them has done.

30 managers we track filed Q3 2026 13F-HR reports with the SEC on October 27, 2026, including Asset Management One, Sterling Investment Advisors, Princeton Capital Management and Delta Financial Advisors. So far 695 of the 1,872 managers we follow have filed for Q3 2026; the deadline is November 14, 2026. New holdings appear on each manager's page once the filings are processed. Below is what each one held going in, and how copying them has done.

Managers that filed Oct 27

Manager	Filing	Last 13F value	Positions	3-yr copy return vs S&P 500
Asset Management One	13F-HR	$39.0B	957	+23.8% vs +20.4%
Sterling Investment Advisors	13F-HR	$598.7M	225	+24.4% vs +20.4%
Princeton Capital Management	13F-HR	$443.4M	145	+30.0% vs +20.4%
Delta Financial Advisors	13F-HR	$421.0M	152	+21.8% vs +20.4%
Mad River Investors	13F-HR	$267.4M	29	+18.3% vs +20.4%
Viewpoint Capital Management	13F-HR	$196.3M	120	+23.4% vs +20.4%
Parametrica Management	13F-HR	$127.6M	20	+21.7% vs +20.4%
Oppenheimer Asset Management	13F-HR	$9.6B	1134	+18.2% vs +20.4%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	13F-HR	$6.8B	1046	+15.8% vs +20.4%
Todd Asset Management	13F-HR	$5.6B	182	+18.8% vs +20.4%
Chicago Partners Investment Group	13F-HR	$5.0B	1521	+18.7% vs +20.4%
Kcm Investment Advisors	13F-HR	$3.4B	400	+18.4% vs +20.4%
BLB&B Advisors	13F-HR	$2.7B	286	+17.5% vs +20.4%
Symmetry Partners	13F-HR	$2.0B	295	+13.6% vs +20.4%
Mcdonald Capital Investors	13F-HR	$1.4B	20	+14.2% vs +20.4%
Pinnacle Wealth Planning Services	13F-HR	$1.0B	2749	+12.9% vs +20.4%
Laurel Wealth Advisors	13F-HR	$1.0B	200	+17.9% vs +20.4%
Stockman Wealth Management	13F-HR	$967.7M	178	+18.8% vs +20.4%
Nexus Investment Management ULC	13F-HR	$766.9M	72	+17.6% vs +20.4%
San Luis Wealth Advisors	13F-HR	$664.4M	183	+10.5% vs +20.4%
Capital Wealth Management	13F-HR	$415.9M	39	+13.9% vs +20.4%
Saybrook Capital	13F-HR	$399.5M	41	+12.8% vs +20.4%
Jacobsen Capital Management	13F-HR	$341.9M	126	+18.7% vs +20.4%
ICW Investment Advisors	13F-HR	$285.7M	144	+13.5% vs +20.4%
Investmark Advisory Group	13F-HR	$263.3M	148	+15.4% vs +20.4%

The copy return is what a portfolio holding each manager's 20 largest positions, bought once each 13F was public, returned a year over three years.

Asset Management One

Asset Management One filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $39.0B across 957 positions, led by NVDA (5.5%), AAPL (5.0%), MSFT (3.3%) and AMZN (2.9%). Copying its top holdings returned +23.8% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Sterling Investment Advisors

Sterling Investment Advisors filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $598.7M across 225 positions, led by AAPL (6.3%), GOOGL (3.1%), CRWD (3.0%) and AMZN (2.8%). Copying its top holdings returned +24.4% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Princeton Capital Management

Princeton Capital Management filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $443.4M across 145 positions, led by NVDA (16.3%), AAPL (8.6%), GOOGL (6.9%) and AMZN (5.8%). Copying its top holdings returned +30.0% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Delta Financial Advisors

Delta Financial Advisors filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $421.0M across 152 positions, led by AAPL (5.5%), AMAT (5.2%), NVDA (4.1%) and GOOG (3.8%). Copying its top holdings returned +21.8% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Mad River Investors

Mad River Investors filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $267.4M across 29 positions, led by TPL (46.7%), PBT (9.4%), LB (7.9%) and HE (6.7%). Copying its top holdings returned +18.3% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Viewpoint Capital Management

Viewpoint Capital Management filed its Q3 2026 13F on Oct 27 (SEC filing). As of Q2 2026 it reported $196.3M across 120 positions, led by AMZN (9.4%), NVDA (5.2%), CAT (4.7%) and BAC (3.7%). Copying its top holdings returned +23.4% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Track every filing as it lands in the 13F filings feed, or browse every manager we follow.

Questions and answers

Which hedge funds filed 13Fs on October 27, 2026?

Asset Management One, Sterling Investment Advisors, Princeton Capital Management, Delta Financial Advisors, Mad River Investors, Viewpoint Capital Management, Parametrica Management and Oppenheimer Asset Management and others filed Q3 2026 13F-HR reports with the SEC.

When are Q3 2026 13F filings due?

Institutional managers must file a 13F within 45 days of the quarter's end, so Q3 2026 filings are due by November 14, 2026.

Sources: SEC 13F-HR filings dated 2026-10-27. Written from the data on this site on Oct 30, 2026; every figure links to the page it comes from. Not investment advice.