Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
5501	Signet Investment Advisory Group, Inc.	RI	$215.18M	70	+3.4%
5502	Wimmer Associates 1, LLC	CA	$215.07M	107	+3.4%
5503	Alhambra Investment Management LLC	FL	$214.96M	175	+2.1%
5504	Arcadia Investment Advisors LLC	ID	$214.95M	81	+4.4%
5505	Westbourne Investments, Inc.	VA	$214.94M	138	+2.7%
5506	Massachusetts Wealth Management	MA	$214.92M	93	+6.6%
5507	Focus Wealth Advisors, LLC	TX	$214.90M	58	+3.3%
5508	Ecio, Inc.	WI	$214.73M	190	-19.8%
5509	Eagle Wealth Strategies LLC	NJ	$214.72M	114	+6.8%
5510	Ssa Swiss Advisors AG	V8	$214.62M	102	-0.3%
5511	Epiq Partners, LLC	MN	$214.47M	75	+1.4%
5512	Peoples Financial Services Corp.	PA	$214.41M	262	-3.2%
5513	Pflug Koory, LLC	NE	$214.32M	418	+1.6%
5514	5th Street Advisors, LLC	CT	$214.14M	49	+6.0%
5515	Allie Family Office LLC	FL	$214.14M	101	+1.5%
5516	R Squared Ltd	K3	$214.02M	513	-7.9%
5517	Boyum Wealth Architects LLC	MN	$213.95M	73	+31.8%
5518	Ironclad Investments LLC	FL	$213.93M	3	+1.6%
5519	Psquared Asset Management AG	V8	$213.89M	12	+69.8%
5520	Pier 88 Investment Partners LLC	CA	$213.80M	96	-5.6%
5521	Steinberganna Wealth Management	NY	$213.47M	127	+0.4%
5522	Alta Fundamental Advisers LLC	NY	$213.45M	21	+3.8%
5523	Wealthcare Capital Partners, LLC	PA	$213.42M	149	-1.9%
5524	Purkiss Capital Advisors LLC	CT	$213.33M	165	+2.1%
5525	Agp Franklin, LLC	TN	$213.25M	88	+3.9%
5526	Mtc Wealth Management LLC	FL	$213.11M	13	-0.8%
5527	Old North State Wealth Management, LLC	NC	$212.79M	118	-0.5%
5528	William Mack & Associates, Inc.	MI	$212.46M	92	+14.3%
5529	Guinness Atkinson Asset Management Inc	CA	$212.34M	123	+0.9%
5530	Breach Inlet Capital Management, LLC	SC	$212.33M	12	+4.8%
5531	Kerrisdale Advisers, LLC	FL	$212.31M	76	+10.1%
5532	Riverstone Advisors, LLC	TX	$212.24M	58	+4.1%
5533	Galilei Investment Office LLP	X0	$212.24M	26	+2.0%
5534	Corbyn Investment Management Inc/Md	MD	$212.03M	54	-3.6%
5535	Rps Advisory Solutions LLC	KY	$211.99M	134	+4.0%
5536	Westhampton Capital, LLC	NC	$211.89M	122	+3.2%
5537	C M Bidwell & Associates Ltd	HI	$211.79M	484	+1.9%
5538	Attestor Capital Ltd	E9	$211.76M	9	—
5539	Paul R. Ried Financial Group, LLC	WA	$211.75M	41	+7.1%
5540	Bright Financial Advisors, Inc.	MI	$211.74M	65	+3.5%
5541	Ballast Asset Management, LP	TX	$211.70M	52	-3.4%
5542	Hardin Capital Partners, LLC	SC	$211.63M	132	+13.5%
5543	May Barnhard Investments LLC	MD	$211.62M	84	-1.9%
5544	Constitution Capital LLC	CT	$211.46M	64	-1.1%
5545	Long Island Wealth Management, Inc.	NY	$211.46M	87	+3.0%
5546	Axa S.A.	I0	$211.36M	73	+6.0%
5547	Montaka Global Pty Ltd	C3	$211.34M	19	—
5548	Marmo Financial Group, LLC	TN	$211.28M	38	+2.3%
5549	Forefront Wealth Partners, LLC	TX	$211.23M	139	-46.8%
5550	Higgins & Schmidt Wealth Strategies LLC	CO	$211.13M	59	+6.7%

Showing 5,501–5,550 of 8,522

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