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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
5051Greykasell Wealth Strategies, Inc.CA$248.04M567-2.1%
5052Avalon Advisory GroupPA$247.85M12+1.1%
5053Towerpoint Wealth, LLCCA$247.79M93-1.9%
5054Intrepid Financial Planning Group LLCIN$247.76M125-5.8%
5055Axs Investments LLCNY$247.64M189-14.7%
5056Montz Harcus Wealth Management LLCLA$247.63M93+0.4%
5057Capital Impact Advisors, LLCMA$247.48M30-80.6%
5058Insight Wealth Partners, LLCTX$247.43M118+3.0%
5059Evergreen Private Wealth LLCCO$247.41M86-2.5%
5060Navpoint Financial, Inc.MN$247.30M71+5.7%
5061Anb BankCO$247.26M128-1.9%
5062Blacksheep Fund Management LtdIreland$247.20M8+0.5%
5063Vivid Wealth Management, LLCIA$247.13M66-4.0%
5064Resolute Capital, LLCSC$246.89M57+3.2%
5065Hillcrest Wealth Advisors - Ny, LLCNJ$246.89M51+6.3%
5066American Capital Advisory, LLCID$246.87M1,139+7.3%
5067Ff Advisors,LLCCA$246.79M114+9.9%
5068Valued Wealth Advisors LLCUT$246.74M746+8.5%
5069Iridian Asset Management LLC/CtCT$246.70M42-9.2%
5070Yarger Wealth Strategies, LLCOH$246.58M124+6.0%
5071Matthews International Capital Management LLCCA$246.49M37-25.2%
5072Verisail Partners, LLCGA$246.48M25+1.2%
5073Zeno Equity Partners LLPUnited Kingdom$246.43M13+2.2%
5074Cordant, Inc.OR$246.36M73+3.3%
5075Flagship Private Wealth, LLCMA$246.31M107-3.1%
5076Mitchell & Pahl Private Wealth, LLCOK$246.30M145+2.2%
5077Dravo Bay LLCDE$246.15M54+2.3%
5078Hanover Advisors IncSC$246.06M118-4.5%
5079Wealth Analytics Partners, LLCCA$245.97M46-3.6%
5080Vernal Point Advisors, LLCCA$245.95M21+1.4%
5081 Caldwell Sutter Capital, Inc.CA$245.90M892+4.2%
5082Retirement Planning Co Of New England, Inc.RI$245.84M248-1.4%
5083My.Alpha Management Hk Advisors LtdHong Kong$245.80M11+31.9%
5084Investment Research Partners LLCPA$245.77M245+5.6%
5085Mirabaud & Cie SASwitzerland$245.69M54-20.8%
5086Highmark Wealth Management LLCMN$245.59M552+0.1%
5087Equinox Partners Investment Management LLCCT$245.40M11+28.2%
5088Cooper Investors Pty LtdAustralia$245.33M42-18.5%
5089School Employees Retirement Board Of OhioOH$245.28M6+19.8%
5090Nut Tree Capital Management, LPNY$245.27M4-44.6%
5091Kinloch Capital, LLCVA$245.22M83+5.7%
5092Shared Vision Wealth Group LLCUnited States$245.16M95-0.7%
5093Mra Advisory GroupNJ$244.97M140+2.8%
5094Exeter Financial, LLCAZ$244.88M98+4.1%
5095Melone Private Wealth, LLCMI$244.83M60+3.8%
5096Aspect Partners, LLCVA$244.64M708+7.1%
5097First Sabrepoint Capital Management LPTX$244.64M27+0.6%
5098Lewis Asset Management, LLCCA$244.59M199-0.4%
5099Ridgewood Investments LLCNJ$244.49M208+3.2%
5100Jne Partners LLPUnited Kingdom$244.40M7+1.5%

Showing 5,051–5,100 of 8,643

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