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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
5101O'Connor Financial Group LLCIL$244.40M58-2.5%
5102Investors Asset Management Of Georgia Inc /Ga/ /AdvGA$244.34M182+1.0%
5103Cresta Advisors, Ltd.TX$244.21M53+2.4%
5104III Capital ManagementFL$244.17M45-42.7%
5105Bawa N Mallick TrustNY$244.16M69-9.3%
5106Rosalind Advisors, Inc.Ontario$244.08M32-11.1%
5107Altus Wealth Group LLCCO$244.03M143-2.5%
5108Burford Brothers, Inc.TX$243.88M172+0.7%
5109Ge Investment Management Corp.CT$243.85M4-7.9%
5110Orin Green Financial, LLCCA$243.80M78-2.5%
5111Aaf Wealth Management, LLCMA$243.80M54+2.8%
5112Solstein Capital, LLCCA$243.63M441-2.3%
5113Red Spruce Capital, LLCPA$243.56M94-2.9%
5114Jw Asset Management, LLCFL$243.51M19-20.7%
5115Hutner Capital Management IncVT$243.42M44+1.6%
5116Yankcom PartnershipSD$243.22M368+3.4%
5117Howard Bailey Securities, LLCIN$243.20M122-4.2%
5118Schulhoff & Co IncOH$243.14M132+2.4%
5119Quarry Hill Advisors, LLCMN$243.05M51+12.9%
5120Independent Family Office, LLCNY$243.00M90+1.5%
5121Visualize Group LPNY$242.90M10-9.3%
5122Sfg Wealth Management, LLC.MD$242.90M100-4.6%
5123Lgl Partners, LLCPA$242.88M66+3.7%
5124Creekside PartnersCA$242.86M183+2.7%
5125Wealthcollab, LLCWA$242.83M977-0.6%
5126Guardian Point Capital, LPVA$242.69M11-24.9%
5127Diadema Partners LPNJ$242.18M86+44.2%
5128Macro Advisors, Inc.PA$242.18M40—
5129Thurston, Springer, Miller, Herd & Titak, Inc.IN$242.17M1,322-15.6%
5130Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPoland$242.09M191-8.3%
5131Summa Corp.TX$241.91M83+3.8%
5132Tkg Advisors, LLCIN$241.89M89-2.4%
5133Resolute Advisors LLCCA$241.81M87-21.1%
5134Mcnaughton Wealth Management, LLCCA$241.80M70-0.4%
5135Dover Advisors, LLCVA$241.73M159-6.4%
5136Fmb Wealth ManagementCA$241.71M73-4.6%
5137Beta Wealth Group, Inc.CA$241.68M112-2.8%
5138Tribridge Partners Financial LLCMD$241.66M80+1.4%
5139Denkapparat Operations GmbhGermany$241.63M333+31.4%
5140Ballentine Capital Advisors, IncSC$241.56M27+1.7%
5141Physician Wealth Solutions Inc.NV$241.56M45+2.5%
5142Element Wealth, LLCMS$241.45M206-0.1%
5143Dean Capital ManagementKS$241.40M111+2.9%
5144Thor Trading Advisors, LLCPA$241.35M12+0.0%
5145Altman Advisors, Inc.IL$241.27M77-9.1%
5146Continuum Wealth Advisors, LLCNY$241.01M70-6.9%
5147Sherborne Investors Management LPNY$240.90M1-37.1%
5148Onyx Financial Advisors, LLCID$240.84M18+2.1%
5149Rakuten Securities, Inc.Japan$240.75M879-21.9%
5150Mbe Wealth Management, LLCWI$240.75M141+0.8%

Showing 5,101–5,150 of 8,643

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