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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
5451Latitude Advisors, LLCIL$218.26M213-4.0%
5452Pflug Koory, LLCNE$218.25M419+1.8%
5453Bright Financial Advisors, Inc.MI$218.24M67+3.1%
5454Pfs Partners, LLCNJ$218.15M590+0.1%
5455Mor Wealth Management, LLCPA$218.01M103-0.4%
5456Rockingstone Advisors LLCMA$217.96M113-0.7%
5457Fairtree Asset Management (Pty) LtdSouth Africa$217.77M96+0.2%
5458Pack Private Wealth, LLCMN$217.74M57-0.4%
5459Retirement Guys Formula LLCOH$217.45M154-0.9%
5460Enstar Group LtdBermuda$217.37M9-15.9%
5461Ggm Financial LLCOH$217.27M236+5.6%
5462Collaborative Wealth Managment Inc.FL$217.09M160-23.5%
5463M1 Capital Management LLCMI$216.99M111-9.4%
5464Capital Square, LLCTN$216.91M226+10.7%
5465Penderfund Capital Management Ltd.British Columbia$216.73M233-16.8%
5466Mitchell Sinkler & Starr/PaPA$216.62M143-2.1%
5467Alhambra Investment Management LLCFL$216.55M176+0.7%
5468Old North State Wealth Management, LLCNC$216.17M112+1.6%
5469Postrock Partners LLCKS$216.16M82-6.1%
5470Mader & Shannon Wealth Management, Inc.MO$216.07M20+5.9%
5471Sprinkle Financial Consultants LLCCO$216.03M98+9.7%
5472State Insurance FundNY$215.97M1-5.0%
5473Viewpoint Investment Partners CorpAlberta$215.92M97+2.8%
5474Bluedoor Private Wealth, LLCMA$215.86M147-0.4%
5475Murphy, Middleton, Hinkle & Parker, Inc.GA$215.77M133+4.4%
54761248 Management, LLCMO$215.74M146+15.4%
5477Long Island Wealth Management, Inc.NY$215.61M89+2.0%
5478Hardin Capital Partners, LLCSC$215.51M140+1.8%
5479Optima Capital LLCOR$215.37M159-6.7%
5480Nextbio Capital Management LPTX$215.37M24+26.3%
5481Econ Financial Services CorpPA$215.36M74+8.0%
5482Aull & Monroe Investment Management CorpAL$215.29M125+7.9%
5483Paul R. Ried Financial Group, LLCWA$215.10M41+1.6%
5484Core Wealth Partners LLCCA$215.02M176-3.2%
5485V2 Financial Group LLCIL$214.70M108+5.8%
5486Game Plan Financial Advisors, LLCOH$214.66M327-6.4%
5487Impala Asset Management LLCFL$214.63M26+35.2%
5488Clarity Capital Advisors, LLCFL$214.60M95+7.3%
5489Private Wealth Group, LLCFL$214.45M71+2.9%
5490Tiger Pacific Capital LPNY$214.44M9-42.6%
5491Share Andrew L.NH$214.34M16+8.3%
5492Roubaix Capital, LLCCO$214.28M43-8.6%
5493Taylor Securities Services, Inc.PA$214.19M55-2.3%
5494Westhampton Capital, LLCNC$214.16M129+1.1%
5495C M Bidwell & Associates LtdHI$214.14M483+1.1%
5496Epiq Partners, LLCMN$214.05M83-0.2%
5497Pachira Investments Inc.CA$214.02M72+4.2%
5498Viewpoint Capital Management LLCWA$214.00M135-7.3%
5499Midwest Capital Advisors, LLCMI$214.00M199+2.5%
5500Ies Holdings, Inc.TX$213.98M13+25.0%

Showing 5,451–5,500 of 8,643

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