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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
5601Miller Capital Partners, Inc.MI$206.65M259+5.5%
5602Infusive Asset Management Inc.NY$206.63M32-11.7%
5603Melia Wealth LLCOK$206.61M22-4.5%
5604Bank Of Jackson Hole TrustWY$206.51M519-2.0%
5605Tableaux LLCMA$206.49M113+46.2%
5606Pacific Sun Financial CorpCA$206.49M201-0.6%
5607Accent Capital Management, LLCOH$206.30M334-11.3%
5608Oxenfree Capital LLCFL$206.21M56+8.4%
5609Werlinich Asset Management, LLCCT$206.17M56+1.6%
5610All-Stars Investment LtdHong Kong$206.09M4-23.0%
5611Stance Capital LLCMA$206.07M279-24.2%
5612Landing Point Financial Group, LLCOH$206.06M93+2.8%
5613Alpha Family TrustCA$206.06M203-6.1%
5614Sol Capital Management CoMD$206.04M52+18408.5%
5615May Barnhard Investments LLCMD$206.00M84-2.7%
5616Harold Davidson & Associates Inc.CA$205.92M60-8.9%
5617Alpine Investment Management LtdHong Kong$205.89M10-7.5%
5618Stenham Asset Management LtdGuernsey$205.88M18+2.8%
5619American Financial & Tax Strategies IncNY$205.76M97+2.5%
5620Summit Securities Group LLCNY$205.69M823-63.3%
5621Gatepass Capital, LLCOH$205.68M170+6.1%
5622Jim Saulnier & Associates, LLCCO$205.48M139+6.5%
5623Mn Wealth Advisors, LLCKS$205.45M122+3.8%
5624Fortune 45 LLCLA$205.34M39-1.8%
5625One Wealth Map LLCNV$205.25M84+4.4%
5626Koesten, Hirschmann & Crabtree, Inc.KS$205.25M41+1.0%
5627Sentinel Advisory Group, LLCWI$205.23M53—
5628Apricus Wealth, LLCSC$205.23M120+4.8%
5629Aletheian Wealth Advisors LLCWA$205.16M97-4.7%
5630Latko Wealth Management, Ltd.IL$205.09M36+0.4%
5631Palmer Knight CoFL$204.93M32+7.6%
5632Founders Capital ManagementTX$204.83M390+6.4%
5633Tam Capital Management Inc.CT$204.83M7+23.2%
5634Lauterbach Financial Advisors, LLCTX$204.75M79+0.1%
5635Udine Wealth Management, Inc.FL$204.66M35+96626.1%
5636Wimmer Associates 1, LLCCA$204.66M110-4.8%
5637Focus Wealth Advisors, LLCTX$204.63M59-4.8%
5638Qsm Asset Management LtdUnited Kingdom$204.16M25+16.8%
5639Kapstone Financial Advisors LLCOH$204.15M154+1.5%
5640Trademark Financial Management, LLCMN$204.14M102+12.3%
5641Limestone Investment Advisors LPNY$204.04M154+44.6%
5642Birchbrook, Inc.ME$203.94M290+1.7%
5643Ironclad Investments LLCFL$203.93M3-4.7%
5644Aufman Associates IncPA$203.83M65+4.5%
5645Pinnacle Wealth Management Group, Inc.MI$203.71M120+1.8%
5646Qvr LLCCA$203.57M36+42.3%
5647Avondale Wealth ManagementTX$203.46M71+4.6%
5648Foursixthree Capital LPNY$203.38M14+5.2%
5649Optimize Financial IncCA$203.29M297+2.4%
5650True Blue (Bvi) LtdBritish Virgin Islands$203.02M3-12.7%

Showing 5,601–5,650 of 8,643

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