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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
5351Mokan Wealth Management Inc.KS$225.93M109+0.2%
5352Robbins FarleyNH$225.92M143+2.4%
5353State Of New Jersey Common Pension Fund ANJ$225.88M3-16.3%
5354Peak Financial Advisors LLCCO$225.86M70+1.5%
5355Palogic Value Management, L.P.TX$225.67M163-3.1%
5356Heritage Family Offices, LLPAZ$225.49M196+2.5%
5357Boit C F DavidMA$225.31M117-2.6%
5358Seg Family Corp.Ontario$225.30M1-41.1%
5359Alternative Investment Advisors, LLC.FL$225.30M68-2.4%
5360Wd Rutherford LLCOR$225.03M71-5.9%
5361Altus Wealth Management, LLCKY$224.98M28-3.0%
5362Nia Impact Advisors, LLCCA$224.91M89-24.5%
5363Family Capital Management, Inc.MI$224.89M104-0.1%
5364Ballast Asset Management, LPTX$224.72M52+6.1%
5365Prospect Hill Management, LLCNJ$224.37M14-9.3%
5366Eukles Asset ManagementOH$224.32M238-12.8%
5367Tandem Wealth Advisors LLCAZ$224.30M47+0.6%
536893 Financial Group, LLCMA$224.27M9-2.3%
5369Cpv Partners, LLCCT$224.20M4-3.7%
5370Mka Charitable FundCA$224.13M1-11.0%
5371Keyes, Stange & Wooten Wealth Management, LLCFL$224.06M71+6.2%
5372Tull Financial Group, Inc.VA$223.99M31-4.1%
5373Life Line Wealth Management LLCCA$223.89M35-33.9%
5374Keystone Global Partners, LLCCO$223.67M51-1.6%
5375Aspect Management, LLCCA$223.51M1-25.6%
5376Regency Capital Management Inc.\DeHI$223.50M60-7.0%
5377626 Financial, LLCMI$223.46M120-3.5%
5378Cura Wealth Advisors, LLCIL$223.45M125-15.3%
5379Catherine Avery Investment Management LLCFL$223.44M109+33.8%
5380Petix & Botte CoCA$223.32M135-49.3%
5381Family Cfo IncCA$223.27M41-0.2%
5382Ironwood Wealth Management, Inc.WV$223.17M31+0.1%
5383Azarias Capital Management, L.P.PA$223.14M24-2.3%
5384Advantage Trust CoKS$223.13M123+0.5%
5385Entrewealth, LLCTX$223.09M104+0.5%
5386Vista Investment Partners II, LLCIN$222.79M157-4.0%
5387Mainsail Asset Management, LLCAL$222.76M112-4.6%
5388Dixon Fnancial Services, Inc.CA$222.73M44-1.2%
5389Ariadne Wealth Management, LPCA$222.73M248-8.0%
5390Sterneck Capital Management, LLCMO$222.70M116+0.3%
5391Walser Wealth Management Company, A Ltd Liability CoFL$222.61M187+17.4%
5392Cobblestone Asset Management LLCVA$222.39M73-0.2%
5393Navi International - Administradora E Gestora De Recursos Financeiros Ltda.Brazil$222.28M14+40.6%
5394Flatrock Wealth Partners LLCCA$222.27M166+6.7%
5395Beaumont Asset Management, L.L.C.TX$222.16M76+11.0%
5396Darrow Company, Inc.MA$222.14M56-0.2%
5397Fortitude Advisory Group L.L.C.WA$222.13M224-5.6%
5398Second Half Financial Partners, LLCFL$222.10M96-1.4%
5399Ewing Morris & Co. Investment Partners Ltd.Canada$222.07M86-3.1%
5400Diesslin Group, Inc.TX$222.05M53-11.8%

Showing 5,351–5,400 of 8,643

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