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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
4951Gate City Capital Management, LLCIL$256.91M16+11.2%
4952Monolith Management LtdHong Kong$256.74M31+22.5%
4953Eagle Bluffs Wealth Management LLCMO$256.67M80+4.0%
4954Burns Matteson Capital Management, LLCNY$256.65M177+3.1%
4955Houlihan Financial Resource Group, Ltd.VA$256.60M109-0.5%
4956Axa S.A.France$256.43M74+21.3%
4957Corigliano Investment Advisers, LLCNC$255.94M37-9.1%
4958Trueblood Wealth Management, LLCOH$255.67M256-0.2%
4959Peirce Capital Management, LLCTX$255.65M43+1.8%
4960Highlander Partners, L.P.TX$255.53M45-8.3%
4961Cumberland Advisors IncFL$255.50M48-3.1%
4962Western Financial Corp/CaCA$255.48M127+1.3%
4963Agate Pass Investment Management, LLCWA$255.47M105-5.1%
4964Kennedy Investment Group, Inc.NJ$255.35M135-3.7%
49652xideas AGSwitzerland$255.26M47-28.5%
4966Caldwell Investment Management Ltd.Ontario$255.17M57+56.9%
4967Element Capital Management LLCNY$255.14M34+32.0%
4968Juno Financial Group LLCVA$255.08M70+2.1%
4969Palisades Investment Partners, LLCCA$255.06M51-3.6%
4970Wrenne Financial Planning LLCKY$255.03M49+3.7%
4971Long Road Investment Counsel, LLCMI$255.03M78-3.4%
4972Garner Asset Management CorpTX$254.99M156-2.2%
4973Tiemann Investment Advisors, LLCCA$254.97M204-1.0%
4974Westwood Wealth ManagementCA$254.82M42+91.5%
4975Choice Wealth Advisors LLCME$254.79M35+0.7%
4976Incline Global Management LLCNY$254.63M24-13.0%
4977Left Brain Wealth Management, LLCIL$254.60M79-11.9%
4978Tenon Financial LLCNJ$254.56M54+7.3%
4979Integrity Wealth Solutions LLCCO$254.55M130+0.7%
4980First Financial Corp /In/IN$254.55M303-3.9%
4981Lifeplan Investment Advisors, Inc.NC$254.49M122+3.6%
49821776 Wealth LLCGA$254.32M146-4.3%
4983Torque Asset Management LLCNE$254.10M12-12.0%
4984Alta Fundamental Advisers LLCNY$254.06M21+19.0%
4985Scoggin Management LPNY$254.04M30-3.2%
4986Wealth Quarterback LLCNJ$254.00M163-8.6%
4987Lhm, Inc.UT$253.98M22-5.5%
4988Selby Wealth Management, LLCCA$253.87M81+2.4%
4989Madden Advisory Services, Inc.FL$253.85M108+2.1%
4990Sellwood Investment Partners LLCOR$253.82M59-0.9%
4991Islander Capital Partners, L.P.CA$253.74M15+14.3%
4992Morganrosel Wealth Management, LLCCO$253.52M103-36.5%
4993Tl Private WealthTX$253.39M44-2.5%
4994Shore Point Advisors, LLCNJ$253.21M76+7.2%
4995Phoenix Wealth AdvisorsNC$253.17M126-2.6%
4996Carlson Capital, L.P.TX$253.08M66+22.4%
49975t Wealth, LLCCA$253.05M129+1.1%
4998Avos Capital Management, LLCWA$253.03M29+10.6%
4999Jupiter Wealth Management LLCCO$253.01M90+12.7%
5000Beach Point Capital Management LPCA$253.00M8-0.0%

Showing 4,951–5,000 of 8,643

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