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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
5401Bravera WealthND$222.02M410+11.2%
5402Aviso Wealth ManagementWA$221.86M140-6.7%
5403Seamount Financial Group IncCO$221.86M135+0.7%
5404Compass Financial Group, Inc.FL$221.77M47-2.1%
5405Bontempo Ohly Capital Mgmt LLCMD$221.63M34-4.5%
5406Formula Growth LtdQuebec$221.58M137-14.6%
5407Sunesis Advisors, LLCKS$221.27M59+0.2%
5408Meritas Wealth Management, LLCCA$221.15M60+6.4%
5409Bandera Partners LLCNY$221.09M17-0.6%
5410Socorro Asset Management LPTX$221.05M32-14.4%
5411Wealth Management Strategies, Inc.PA$221.01M40+1.8%
5412Georgetown UniversityDC$220.91M11-12.1%
5413Capital Wealth Alliance, LLCAZ$220.90M92-5.6%
5414Mosley Wealth ManagementCA$220.87M466+1.1%
5415Pillsbury Lake Capital LLCCA$220.74M31-10.0%
5416Decker Retirement Planning Inc.UT$220.72M283+9.7%
5417William Marsh Rice UniversityTX$220.63M2+8.4%
5418Robinson Capital Management, LLCMI$220.53M101-6.6%
5419Goalfusion Wealth Management, LLCTX$220.48M30+2.0%
5420Leicht Financial Planning & Wealth Management, Inc.NJ$220.48M15-1.4%
5421Gp Brinson Investments LLCIL$220.37M14-5.1%
5422Team Financial Group, LLCCA$220.31M273-0.1%
5423Long Path Partners LPCT$220.15M9-24.7%
5424Stonebridge Capital Management IncCA$219.92M80+85895.4%
5425Twin Lakes Capital Management, LLCCA$219.90M219-2.3%
5426Radcliff Management LLCNY$219.88M1-29.6%
5427E Fund Management (Hong Kong) Co., Ltd.Hong Kong$219.85M491-26.1%
5428Dcm Advisors, LLCNY$219.84M38-8.8%
5429Shaker Investments LLC/OhOH$219.74M82-8.6%
5430Woodward Diversified Capital, LLCCA$219.69M179+0.6%
5431Delphi Financial Group, Inc.DE$219.66M31+11.6%
5432Horrell Capital Management, Inc.AR$219.45M194-4.3%
5433Aberdeen Wealth Management LLCIL$219.42M179+1.6%
5434Transcendent Capital Group LLCOK$219.40M112-0.7%
5435Morgan Dempsey Capital Management LLCWI$219.38M123+6.9%
5436Yoder Wealth Management, Inc.CA$219.35M124-0.1%
5437Financial Avengers, Inc.CA$219.32M151-10.1%
5438Idg China Venture Capital Fund IV Associates L.P.Hong Kong$219.23M4-6.1%
5439Garrison Point Advisors, LLCCA$219.19M168-3.0%
5440Higgins & Schmidt Wealth Strategies LLCCO$218.92M63+3.7%
5441Orion Resource Partners LPNY$218.86M20+7.6%
5442Oxinas Partners, LLCIN$218.85M145+5.3%
5443Unison Asset Management LLCFL$218.76M32-2.0%
5444Riposte Capital LLCNY$218.70M19-9.1%
5445 Fogel Capital Management, Inc.FL$218.69M52+0.8%
5446Win Advisors, IncFL$218.63M78-7.2%
5447Decatur Capital Management, Inc.GA$218.56M33-11.1%
5448Burrus Financial Services, Inc.UT$218.48M11+24.2%
5449Signet Investment Advisory Group, Inc.RI$218.29M69+1.4%
5450Sound Stewardship, LLCKS$218.27M63+4.6%

Showing 5,401–5,450 of 8,643

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