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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
5201Vawter Financial, Ltd.OH$237.63M122+0.3%
5202Howard Wealth Management, LLCCT$237.57M142+3.7%
5203Millington Financial Advisors, LLCIL$237.44M119+5.2%
5204Tradewell Securities, LLC.IN$237.23M50-7.7%
5205Freegulliver LLCLA$237.22M115+6.0%
5206One Plus One Wealth Management, LLCFL$237.16M89+9.4%
5207Integrated Capital Management, LLCMI$237.10M62+2.0%
5208Foresite Capital Management IV, LLCCA$237.08M8+3.2%
5209Pilgrim Partners Asia Pte LtdSingapore$237.07M117+14.1%
5210Bayshore Capital Advisors, LLCFL$236.98M41+18.3%
5211Guardian Financial Partners, LLCCA$236.88M66-0.1%
5212Mid-American Wealth Advisory Group, Inc.MO$236.71M550.0%
5213Tekne Capital Management, LLCNY$236.68M3-15.5%
5214Windle Wealth, LLCOK$236.66M32+6.0%
5215New England Research & Management, Inc.IL$236.63M143+3.5%
5216Boyd Wealth Management, LLCCA$236.50M48+0.3%
5217Stonecrest Wealth Management, Inc.AZ$236.39M73-4.6%
5218Johnson & White Wealth Management, LLCPA$236.35M106+2.9%
5219Sightline Wealth Advisors, LLCCT$236.32M90+0.7%
5220Keeler Thomas Management LLCUT$236.27M118+12.6%
5221Raelipskie PartnershipOntario$236.22M119-1.0%
5222Onyxpoint Global Management LPNY$236.22M15+32.8%
5223Kaizen Financial StrategiesCA$236.18M170+4.2%
5224Foundry Financial LLCCA$236.06M71+24.0%
5225Gables Capital Management Inc.FL$236.00M472-0.3%
5226Pfg Private Wealth Management, LLCFL$235.85M74+3.2%
5227Armstrong, Fleming & Moore, IncDC$235.59M108+8.8%
5228Causey Wealth LLCCO$235.57M81+1440.1%
5229Abbot Financial Management, Inc.MA$235.33M132-2.4%
5230Impactfolio, LLCCO$235.30M35-1.2%
5231I.G.Y. LtdUnited Kingdom$235.28M3+0.0%
5232Act Advisors, LLC.NC$235.16M78-7.3%
5233Cna Financial CorpIL$235.15M15+14.3%
5234Elevation Capital Advisory, LLCOR$234.91M65-4.0%
5235Elemental Capital Partners LLCCA$234.85M12+25.0%
5236One Fin Capital Management LPCA$234.69M18-10.8%
5237Rubicon Global Capital LtdUnited Kingdom$234.58M10-37.9%
5238Clarus Wealth AdvisorsAZ$234.55M88-2.8%
5239Midwest Financial Group LLCKS$234.50M126+3.6%
5240Greenfield Savings BankMA$234.46M143-1.4%
5241Bernard Wealth Management Corp.MI$234.39M360-4.9%
5242Compass Wealth Management, LLC/GaGA$234.11M72-3.6%
5243Heritage Wealth Management, Inc./TexasTX$233.99M41+1.5%
5244Torno Capital, LLCMA$233.68M17+112.3%
5245Investmark Advisory Group LLCCT$233.66M142-0.5%
5246Accel Leaders 3 Associates L.P.CA$233.66M1+24.0%
5247Ardent Capital Management, Inc.OH$233.65M47-7.6%
5248Matisse CapitalOR$233.64M163+4.4%
5249J.H. Whitney Equity Partners Vii, LLCCT$233.40M1-21.2%
5250Eastover Investment Advisors LLCNC$233.40M50+2.6%

Showing 5,201–5,250 of 8,643

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