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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
5001Advisor Resource CouncilTX$252.94M228-9.9%
5002Dlk Investment Management, LLCCA$252.94M92-5.9%
5003Naspers LtdSouth Africa$252.94M3-45.4%
5004Shira Ridge Wealth ManagementCA$252.73M79+1.5%
5005O'Rourke & Company, IncMA$252.63M171-1.7%
5006Ffg Partners, LLCFL$252.57M35-26.8%
5007Stonehearth Capital Management, LLCMA$252.47M96-6.6%
5008Ruggaard & Associates LLCOH$252.37M122-0.6%
5009Lodestone Wealth Management LLCWA$252.33M779+2.8%
5010Pjt Investments Corp.Ontario$252.29M8+47.8%
5011Meramec Financial Planners, LLCMO$252.12M520-1.7%
5012Silver Lake Advisory, LLCUT$252.03M103-2.3%
5013Invenio Wealth Partners LLCFL$251.87M89-6.4%
5014Carnegie Lake Advisors LLCNJ$251.72M166-4.1%
5015Seneca House AdvisorsVA$251.70M96-5.8%
5016Trustees Of Dartmouth CollegeNH$251.59M11-36.0%
5017Wetzel Investment Advisors, Inc.IN$251.53M131+1.9%
5018Ducere Wealth Management LLCCA$251.46M126-2.8%
5019Hapanowicz & Associates Financial Services, IncPA$251.42M31-1.5%
5020Weik Capital ManagementPA$251.27M90-5.9%
5021Vermillion Wealth Management, Inc.MN$251.24M1,562+3.0%
5022Washington State Investment BoardWA$251.24M2-18.9%
5023Bayshore Asset Management, LLCFL$251.21M40+2.5%
5024Hubbell Strickland Wealth Management, LLCLA$250.91M83+0.9%
5025M37 Management LPCA$250.91M12+72.4%
5026Truewealth Financial PartnersWA$250.88M66+107.2%
5027Quad-Cities Investment Group, LLCIA$250.86M200+3.5%
5028Redw Wealth LLCNM$250.73M99-4.4%
5029Essex Woodlands Management, Inc.TX$250.54M5-21.3%
5030Boulder Wealth Advisors, LLCCO$250.53M32+5.9%
5031Chicago Wealth Management, Inc.IL$250.51M59+0.7%
5032Parker Financial LLCWA$250.28M37+1.5%
5033Vpr Management LLCTX$250.22M65+11.5%
5034Squadron Capital Management LLCIL$249.96M30+11.5%
5035Tmt General Partner LtdHong Kong$249.85M3+1.6%
5036Bigelow Investment Advisors, LLCME$249.80M153-2.4%
5037Porter White Investment Advisors, Inc.AL$249.72M40+2.4%
5038Fidelity D & D Bancorp IncPA$249.44M107+7.7%
5039Step Capital Management Pte. Ltd.Singapore$249.08M27+31.6%
5040Emprise BankKS$249.02M105+3.5%
5041Buska Wealth Management, LLCWI$248.93M74-8.0%
5042Dopkins Wealth Management, LLCNY$248.92M92+1.7%
5043Financial Guidance Group, Inc.FL$248.82M89+1.8%
5044Tabor Asset Management, LPNY$248.72M39+0.4%
5045Tumwater Wealth Management, LLCID$248.64M34+1.3%
5046Deane Retirement Strategies, Inc.LA$248.59M57+2.9%
5047Murchinson Ltd.Ontario$248.55M59+54.6%
5048Dupree Financial Group, LLCKY$248.46M71-9.5%
5049Fsa Investment Group, LLCFL$248.44M45+51.4%
5050Mount Capital LtdUnited Kingdom$248.18M18+0.3%

Showing 5,001–5,050 of 8,643

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