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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
5501Pko Bp Bankowy Universal Pension Society JscPoland$213.89M13+8.1%
5502Corbyn Investment Management Inc/MdMD$213.73M51+0.8%
5503Conway Capital Management, Inc.CA$213.71M45-9.3%
5504Serenity Investment AdvisorsIL$213.66M74+24.8%
5505Rising Stella Capital Pte. LtdSingapore$213.60M3+0.6%
5506Finley Financial, LLCNV$213.59M107-2.2%
5507Southern Capital Advisors, LLCTN$213.59M85-1.5%
5508Wj Wealth Management, LLCAZ$213.56M70-6.5%
5509Fire Capital Management LLCCA$213.51M108+6.5%
5510Wealthcare Capital Partners, LLCPA$213.46M153+0.0%
5511Level Wealth Management LLCNC$213.46M67+9.2%
5512Motive Wealth AdvisorsMI$212.96M92-9.3%
5513Hmv Wealth Advisors, LLCLA$212.87M81+6.5%
5514Sage Capital Management, LLCNJ$212.84M163-1.7%
5515Pinnacle Family Advisors, LLCMO$212.83M135-6.3%
5516Carl P. Sherr & Co., LLCMA$212.82M124-5.0%
5517Vestia Personal Wealth AdvisorsIN$212.80M99+8.1%
5518CrobanOH$212.59M73+2.5%
5519Cooper/Haims Advisors, LLCNY$212.50M103-3.4%
5520Grand Wealth Management, LLCMI$212.49M87-3.6%
5521Aft, Forsyth & Company, Inc.FL$212.43M123-8.3%
5522Vestment Financial LLCMN$212.33M42+10.1%
5523Intrepid Capital Management IncFL$212.29M102+2.3%
5524Cvs Health CorpRI$212.26M33+56.9%
5525Salzhauer MichaelNY$212.17M75-5.9%
5526Spreng Capital Management, Inc.OH$212.04M66-16.8%
5527Star Financial BankIN$211.89M104+8.3%
5528First Citizens Financial CorpIA$211.82M135+4.6%
5529Arcadia Investment Advisors LLCID$211.81M80-1.5%
5530Alliance Wealth Advisors, LLCPA$211.80M152+1.3%
5531Kieckhefer Group LLCWI$211.68M58+0.7%
5532Hrc Wealth Management, LLCID$211.67M59+1.4%
5533Virtus Advisers, LLCCT$211.58M432+1.7%
5534Avid Wealth Partners LLCTX$211.57M71+3.4%
5535Powers Capital, LLCCA$211.55M2-4.7%
5536Sterling Group Wealth Management, LLCCA$211.42M58+2.3%
5537Kessler Investment Group, LLCIN$211.30M79-11.0%
5538Peoples Financial Services Corp.PA$211.15M275-1.5%
5539A&I Financial Services, LLCCO$211.10M75+0.3%
5540Rhs Financial, LLCCA$211.06M146+3.0%
5541Canerector IncOntario$211.06M9+3.3%
5542Signature Resources Capital Management, LLCCA$211.05M664+6.7%
5543Norway Savings BankME$210.94M103-2.4%
5544Unconventional Investor, LLCNH$210.61M46+0.0%
5545Blue Square Asset Management, LLCNY$210.60M70-6.5%
5546United Airlines Holdings, Inc.IL$210.52M3+19.1%
5547Mtc Wealth Management LLCFL$210.52M13-1.2%
5548Cohen Investment Advisors LLCNH$210.45M79-3.2%
5549Westbourne Investments, Inc.VA$210.33M141-2.1%
5550Innova Wealth PartnersPA$210.32M157+6.1%

Showing 5,501–5,550 of 8,643

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