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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
5551Fsa Wealth Partners, Inc.MD$210.32M58-24.4%
5552Eurizon Slj Capital LtdUnited Kingdom$210.30M167-16.7%
5553Cwc Advisors, LLC.OR$210.12M149+1.5%
5554Thayer Partners, LLC / MaPA$210.05M94+2.1%
5555Cmg Global Holdings, LLCTX$209.92M96-6.8%
5556P2 Capital Partners, LLCNY$209.92M10-46.2%
5557Great Hill Partners, L.P.MA$209.75M1-25.1%
5558Blue Sky Capital Consultants Group, Inc.CA$209.67M76-8.4%
5559Painted Porch Advisors LLCCA$209.53M67-15.7%
5560Kiker Wealth Management, LLCGA$209.44M132+6847.4%
5561Lynx Investment AdvisoryDC$209.24M181+14.2%
5562Glynn Capital Management LLCCA$209.23M42-28.1%
5563Adalta Capital Management LLCNY$209.06M97-6.7%
5564Byrne Financial Freedom, LLCMA$208.96M103-4.1%
5565Allodium Investment Consultants, LLCMN$208.82M52+5.8%
5566Plan A Wealth LLCNE$208.74M178+2.1%
5567Bernzott Capital AdvisorsCA$208.67M38-0.7%
5568Ade, LLCMD$208.61M86+1.0%
5569Marshall Investment Management, LLCCO$208.49M274+4.7%
5570Sterling Investment Advisors LLC /AdvMO$208.42M40+0.9%
5571Elco Management Co., LLCNY$208.41M170+31.4%
5572Summit Place Financial Advisors, LLCNJ$208.24M106+0.9%
5573Geneva Partners, LLCWI$208.24M63-25.8%
5574Steinberganna Wealth ManagementNY$208.20M132-2.5%
5575American State Bank (Iowa)IA$208.20M136+0.1%
5576Riverpark Advisors, LLCNY$208.19M147+7.6%
5577Estate Planners Group, LLCPA$208.11M73-9.8%
5578Catawba River CapitalSC$208.00M24-7.5%
5579Ma Investment Partnership, LPCA$207.97M10+81.5%
5580Wealth Intelligence, LLCGA$207.95M58+3.2%
5581Fox Hill Wealth ManagementMA$207.90M117-3.4%
5582Chou Associates Management Inc.Ontario$207.81M30+3.1%
5583Bdfs Capital LLCDE$207.80M137+4.9%
5584Kensington Investment Counsel, LLCCA$207.73M83-15.6%
5585Hyperion Capital Advisors LPNY$207.69M68+1.7%
5586Birchcreek Wealth Management, LLCOH$207.68M120+2.0%
5587Brighton Securities Corp.NY$207.58M47+2.5%
5588Security National Bank Of So DakIA$207.49M119+2.2%
5589Reliant Investment Management, LLCTN$207.49M53-15.9%
5590Stepstone Group LPCA$207.47M18+11.0%
5591Matrix Private Capital Group LLCNY$207.43M141+5.2%
5592Blackdiamond Wealth Management, LLCNY$207.35M202+1.0%
5593Cibra Capital LtdUnited Kingdom$207.21M25+255.8%
5594Richardson Capital Management LLCWI$207.15M394+3.9%
5595Johnson Wealth Management, LLCND$207.14M49+3.1%
5596Plustick Management LLCVA$207.11M21-8.4%
5597Northstar Asset Management LLC /Nj/NJ$207.07M96-6.9%
5598Tenret Co LLCFL$206.99M33+4.8%
5599Retiremitten Financial LLCMI$206.77M176—
5600Chronos Wealth Management, LLCFL$206.74M38-4.3%

Showing 5,551–5,600 of 8,643

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