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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
5251Burk Holdings LLCOK$233.31M674+11.3%
5252Christensen, King & Associates Investment Services, Inc.WA$233.08M105-0.5%
5253Napean Trading & Investment Co (Singapore) Pte LtdSingapore$232.96M16-54.7%
5254Chelsea Counsel CoCA$232.84M237-0.0%
5255Eos Management, L.P.NY$232.79M41-8.7%
5256Tree Line Advisors (Hong Kong) Ltd.Hong Kong$232.59M3-47.0%
5257Lakeridge Wealth Management LLCOH$232.58M168+5.7%
5258Northbridge Financial Group, LLCFL$232.39M168+4.3%
5259Oxford Asset Management LLPUnited Kingdom$232.20M442+729.1%
5260Cambridge Capital Management, LLCIL$232.12M44+4.2%
5261Banyan Capital Management, Inc.GA$232.06M55+0.9%
5262Vision One Management Partners, LPFL$232.04M9+30.2%
5263Davidson Trust CoWA$231.97M176-3.3%
5264Resolute Wealth Strategies, LLCMS$231.76M114+1.6%
5265Westfuller Advisors, LLCNY$231.70M745-6.3%
5266Sma Capital LLCNY$231.64M95+19.8%
5267Kilter Group LLCNY$231.63M1,567+2.9%
5268Baugh & Associates, LLCGA$231.54M44+13.9%
5269Redwood Wealth Management Group, LLCNJ$231.53M169-3.1%
5270Titan Wealth (Ci) LtdGuernsey$231.51M51-11.0%
5271Strategic Financial Partners, Ltd.OR$231.50M81+0.2%
5272Samjo Management, LLCNY$231.28M55-10.6%
5273Brentview Investment Management LLCIL$231.27M63+4.6%
5274Cottage Street Advisors LLCMA$231.15M138-2.2%
5275Saranac Partners LtdUnited Kingdom$231.08M91-9.6%
5276Commonwealth Bank Of AustraliaAustralia$231.02M2-54.7%
5277Compass Financial Services IncIA$230.87M56-0.5%
5278Massachusetts Wealth ManagementMA$230.75M98+7.4%
5279Meros Investment Management, LPTX$230.74M52-8.5%
5280Catalys Pacific, LLCJapan$230.71M2-25.7%
5281Yiheng Capital Management, L.P.CA$230.70M24+0.6%
5282Corecam Pte. Ltd.Singapore$230.70M65+22.4%
5283Citrine Capital LLCCA$230.65M58+7.1%
52845th Street Advisors, LLCCT$230.65M51+7.7%
5285Rebel Financial LLCOH$230.61M65-1.5%
5286Employees' Retirement Fund Of The City Of Fort WorthTX$230.43M21+3.1%
5287Ivc Wealth Advisors LLCPA$230.32M173+0.2%
5288Dogwood Wealth Management LLCKS$230.25M856+1.3%
5289Pavion Blue Capital, LLCCA$230.20M108-4.4%
5290Family Office Research LLCMD$230.19M75-5.9%
5291Cherry Creek Investment Advisors, Inc.CO$230.12M124-1.6%
5292Trail Ridge Investment Advisors, LLCCO$230.06M99-1.1%
5293Insight 2811, Inc.IL$230.01M98+1.6%
5294Mccarter Private Wealth Services LLCMA$230.00M171+3.4%
5295Aurelius Family Office LLCNH$229.96M47-1.1%
5296Soros Capital Management LLCNY$229.91M47-39.7%
5297Haven Private, LLCFL$229.63M166+0.5%
5298Quantum Portfolio Management LLCNY$229.58M254+1.4%
5299Highland Peak Capital, LLCCT$229.57M13-11.5%
5300Barnes Pettey Financial Advisors, LLCMS$229.45M156+13.4%

Showing 5,251–5,300 of 8,643

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