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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
5651Visionary Horizons, LLCTN$203.01M128+5.0%
5652Olistico Wealth, LLCOK$202.89M340-1.0%
5653Riverstone Advisors, LLCTX$202.80M74-4.4%
5654Trevian Wealth Management LLCMA$202.64M43-3.8%
5655Isam Funds (Uk) LtdUnited Kingdom$202.52M291-27.2%
5656Sharp Wealth Advisory, LLCPA$202.51M120+1.9%
5657Arta Finance Wealth Management LLCCA$202.42M95+3.3%
5658Carsonallaria Wealth Management, Ltd.IL$202.42M69+0.4%
5659Groupe Des Assurances Du Credit MutuelFrance$202.38M5-31.4%
5660Twin Securities, Inc.NY$202.31M16-22.5%
56614thought Financial Group Inc.NY$202.22M99+0.1%
5662Tru Independence LLCOR$202.20M102-49.0%
5663Nipun Capital, L.P.CA$202.10M8-7.8%
5664Brendel Financial Advisors LLCNH$202.10M95-0.6%
5665Spectrum Planning & Advisory Services Inc.CA$202.07M114+3.9%
5666Paragon Capital Management LLCKS$202.00M57+2.3%
5667Heritage Wealth Management, Inc.OH$201.99M157-43.8%
5668Pointe Capital Management LLCMI$201.94M153+0.2%
5669Marmo Financial Group, LLCTN$201.89M38-4.4%
5670Arwa LLCTX$201.83M149+17.9%
5671Griffith & Werner, Inc.GA$201.80M72+2.8%
5672Brown Financial AdvisoryAL$201.64M49+1.9%
5673Foundry Financial Group, Inc.NH$201.55M70+0.9%
5674Prepared Retirement Institute LLCPA$201.51M79+1.4%
5675Center For Asset Management LLCFL$201.33M144+5.3%
5676Dba Trading, LLCFL$201.33M39+101.0%
5677Mountaineer Partners Management, LLCNY$201.32M16+12.6%
5678Notis-Mcconarty EdwardMA$201.26M72-6.7%
5679Spectrum Investment Advisors, Inc.WI$201.26M46+0.9%
5680Lcw Services, LLCVA$201.26M39+7.2%
5681First Bancorp, Inc /Me/ME$201.21M132+7.0%
5682Ridgepath Capital Management LLCTN$201.18M51-7.6%
5683Straightline Group LLCMI$201.12M17+10.0%
5684Cornerstone Enterprises, LLCWI$201.07M35-3.8%
5685Integrity Financial Corp /WaWY$201.00M292+1.8%
5686 Redpoint Management, LLCCA$200.99M3+47.7%
5687Frederick Financial Consultants, LLCMD$200.99M109+10.0%
5688Ausbil Investment Management LtdAustralia$200.96M60+14.2%
5689Forager Capital Management, LLCAL$200.87M10-9.1%
5690Torren Management, LLCCA$200.84M983+2.6%
5691Nierenberg Investment Management Company, LLCWA$200.83M44+1.3%
5692Legacy Wealth Managment, LLC/IdID$200.81M1,038-3.8%
5693Financial Freedom, LLCOH$200.80M425-0.3%
5694Latigo Investments, LLCFL$200.75M14-1.2%
5695Eads & Heald Wealth ManagementGA$200.74M140-2.9%
5696Solano Wealth Investment Advisors LLCCA$200.66M34-0.6%
5697Fpc Investment Advisory, Inc.CA$200.55M34+9.9%
5698True Wind Capital Management, L.P.CA$200.44M2-23.4%
5699West Bancorporation IncIA$200.43M98+5.0%
5700Hara Capital LLCWA$200.43M311+11.5%

Showing 5,651–5,700 of 8,643

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