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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
5301Nerdwallet Wealth Partners, LLCNY$229.20M59+2.7%
5302Altura Wealth Advisors Inc.CA$229.13M75-1.4%
5303Granite Harbor Advisors, Inc.TX$229.08M129-3.2%
5304Adw Capital Management, LLCFL$229.05M8+71.1%
5305Two Point Capital Management, Inc.NY$229.02M28-7.2%
5306Moneywise, Inc.VA$229.01M82-4.7%
5307Abound Financial, LLCCA$228.93M283-11.4%
5308Worth Financial Advisory Group, LLCNC$228.91M50+10.9%
5309Stuart Investment Advisors, Inc.TX$228.91M27+106.6%
5310One Wealth Capital Management, LLCAZ$228.85M120-2.6%
5311Iron Financial LLCIL$228.84M145+5.2%
5312 Cosmic Management, LLCCA$228.82M4-29.5%
5313Nbz Investment Advisors LLCTN$228.59M67-0.2%
5314Allie Family Office LLCFL$228.48M103+6.7%
5315My Personal Cfo, LLCWA$228.36M88-4.7%
5316Chris Bulman IncCA$228.30M150+1.0%
5317Conrad N. Hilton FoundationCA$228.29M2+191.5%
5318Financial Planning Navigators CorpMN$228.14M51+4.7%
5319Union Savings BankCT$228.12M320-1.2%
5320Fcg Investment CoTN$228.10M100+6.8%
5321Eagle Wealth Strategies LLCNJ$228.06M114+6.2%
5322Hippocratic Financial Advisors, LLCCA$227.99M33+5.1%
5323Ceera Investments, LLCTX$227.98M93-11.9%
5324Forte Asset Management LLCNY$227.86M76+3.5%
5325Bluechip Wealth Advisors LLCGA$227.82M147-4.3%
5326Cascade Wealth Advisors, IncWA$227.74M60+5.0%
5327Financial Futures Ltd Liability Co.NJ$227.64M72+5.5%
5328Arbor Trust Wealth Advisors, LLCMI$227.62M90-0.5%
5329Ecio, Inc.WI$227.59M42+6.0%
5330Maripau Wealth Management LLCIN$227.45M166+4.6%
5331Purkiss Capital Advisors LLCCT$227.44M168+6.6%
5332Client First Capital LLCCA$227.39M26-2.8%
5333Brogan Financial, Inc.TN$227.36M56-0.6%
5334Grove Street Fiduciary, LLCNH$227.01M74-5.1%
5335Shelton Wealth Management, LLCTX$227.00M124-1.0%
5336Keyvantage Wealth, LLCPA$226.96M91-2.9%
5337Schear Investment Advisers, LLCOH$226.77M77-2.4%
5338Optimist Retirement Group LLCWA$226.74M113+3.9%
5339Hiley Hunt Wealth ManagementNE$226.73M47+1.5%
5340Dudley Capital Management, LLCVA$226.72M139-0.6%
5341Oakcliff Capital Partners, LPNY$226.63M8-2.8%
5342Gem Asset Management, LLCMI$226.63M107+1.0%
5343Steadview Capital Management LLCCA$226.62M12-57.3%
5344Cane Capital Partners, LLCLA$226.62M121-4.9%
5345Westport Asset Management IncCT$226.46M78-5.5%
5346Bancfirst Trust & Investment ManagementOK$226.35M42-6.7%
5347Patron Partners, LLCTX$226.34M185+0.8%
5348Horizon Financial Services, LLCNC$226.25M382+2.9%
5349Ergawealth Advisors, Inc.IL$226.16M55+4.1%
5350Endowment Wealth Management, Inc.WI$226.07M165+3.9%

Showing 5,301–5,350 of 8,643

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