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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
5701Main Line Retirement Advisors, LLCMT$200.28M48+1.4%
5702Freshford Capital Management, LLCNY$200.23M19-19.7%
5703Agp Franklin, LLCTN$200.21M93-6.1%
5704Guinness Atkinson Asset Management IncCA$200.20M123-5.7%
5705Constitution Capital LLCCT$200.08M61-5.4%
5706Note Advisors, LLCNY$200.08M85+2.6%
5707Bellevue Asset Management, LLCWA$199.84M369-35.4%
5708Lrz Capital LLCFL$199.80M16-9.8%
5709Allen Wealth Management, LLCNC$199.80M59+20.2%
5710Kerusso Capital Management LLCNC$199.74M53-7.7%
5711Tandem Capital Management Corp /AdvNJ$199.73M110-9.1%
5712Charter Capital Management, LLC\DeWI$199.72M70+3.1%
5713Sun Financial IncUT$199.64M159+11.3%
5714Point Windward Advisors Inc.NY$199.63M94-4.4%
5715Fortis Advisors, LLCPA$199.61M119+9.9%
5716Fairfield UniversityCT$199.59M4+0.5%
5717Sitrin Capital Management LLCCA$199.54M39-5.3%
5718Northern Capital Management, Inc.WA$199.45M51+5.4%
5719Brooks, Moore & Associates, Inc.TN$199.44M110-2.0%
5720Signature Wealth Management Partners, LLCNJ$199.40M116-1.4%
5721Crown Oak Advisors, LLCCA$199.36M23-5.4%
5722Flower City CapitalNY$199.35M46+1.7%
5723Lcm Capital Management IncIL$199.31M110-3.7%
5724Strategic Planning, Inc.OH$199.29M54+7.4%
5725Prospera Capital Management, LLCAZ$199.29M45+0.6%
5726Asset Advisory Group, Inc.NJ$199.28M116-0.4%
5727Park Avenue Institutional Advisers LLCNY$199.22M5+19705.4%
5728Pullen Investment Management, LLCFL$199.18M98+4.9%
5729Dilation Capital Management LPNY$199.16M20-8.4%
5730Akuna Securities LLCIL$199.15M12-23.0%
5731Plotkin Financial Advisors, LLCMD$199.11M100-2.9%
5732Friedenthal FinancialNJ$199.07M243+2.6%
5733Cape Ann Savings BankMA$199.02M121+2.1%
5734Disciplined Equity Management, Inc.FL$199.00M44+3.1%
5735Patrick Mauro Investment Advisor, Inc.IL$198.94M40+4.0%
5736Pennant Select, LLCNJ$198.89M15+5.2%
5737Mendel Capital Management LLCAR$198.87M97+4.3%
5738Gray Private Wealth, LLCMA$198.83M50-2.9%
5739Sage Private Wealth Group, LLCIL$198.69M97+6.8%
5740Niatross Investments LtdHong Kong$198.67M1+25.8%
5741Smith Thornton Advisors LLCAL$198.58M130+1.0%
5742Kilterhowling LLCCO$198.25M49+0.5%
5743Four Tree Island Advisory LLCNH$198.17M23+9.4%
5744Finer Wealth Management, Inc.MA$198.16M86-4.1%
5745True Light Capital Pte. Ltd.Singapore$197.85M8-10.7%
5746Comprehensive Wealth Management, LLCWA$197.82M39+16.7%
5747Sycale Advisors (Ny) LLCNY$197.79M16-30.4%
5748Spring Capital Management, LLCTX$197.76M49+0.1%
5749Holos Integrated Wealth LLCPA$197.63M411+10.3%
5750Planning Directions IncPA$197.60M106-0.4%

Showing 5,701–5,750 of 8,643

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