FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
5751Ameriflex Group, Inc.NV$197.59M1,109+2.6%
5752Alpha Zero LLCFL$197.57M79+7.9%
5753Clarity Asset Management, Inc.IA$197.51M290+8.7%
5754Dg Capital Management, LLCNY$197.46M17+116.1%
5755Everest Management Corp.CA$197.42M72+10.1%
5756Cross Staff Investments IncNY$197.41M128+8.7%
5757Privium Fund Management (Uk) LtdUnited Kingdom$197.37M20+47.4%
5758Enterprise Financial Services CorpMO$197.31M167+0.2%
5759Gildi - LifeyrissjodurK6$197.19M2-10.8%
5760Socha Financial Group, LLCNY$197.15M14-3.8%
5761Brucke Financial, Inc.IN$197.14M166+7.8%
5762Barnes Wealth Management Group, IncCA$197.09M184+5.5%
5763Islay Capital Management, LLCTX$196.98M203+15.8%
5764Fort Vancouver Investment Management, LLCWA$196.96M59+5.3%
5765Rlh Capital LLCNY$196.81M108—
5766Inherent Management Corp.NY$196.76M9+1.0%
5767Ogborne Capital Management, LLCCA$196.72M11-35.1%
5768Piedmont Capital Management, LLCMT$196.62M50+0.3%
5769Lfa - Lugano Financial Advisors SASwitzerland$196.60M223+1.5%
5770Darden Wealth Group IncMI$196.23M150-4.8%
5771Fortune Financial Advisors, LLCKS$196.21M148+32.3%
5772Exoduspoint Capital Management, LPNY$196.11M40-97.8%
5773Swp Financial LLCCA$196.09M71-1.6%
5774Navis Wealth Advisors, LLCNY$195.99M175-17.0%
5775Legacy Wealth Advisors, LLCFL$195.96M109+29.4%
5776Peninsula Asset Management IncFL$195.83M53+0.5%
5777Aua Capital Management, LLCPA$195.73M80-1.8%
5778Cerity Partners Retirement Plan Advisors LLCNY$195.68M31—
5779Tudor Financial Inc.OH$195.59M139+0.1%
5780Edenbrook Capital, LLCNY$195.59M4-17.4%
5781Ayal Capital Advisors LtdOntario$195.36M38+7.0%
5782Mission Hills Financial Advisory, LLCCA$195.34M54+3.1%
5783Scholtz & Company, LLCCT$195.23M48-15.2%
5784Revere Asset Management, IncTX$195.22M27-31.3%
5785International City Management Association Retirement CorpDC$195.21M6-0.9%
5786Yardley Wealth Management LLCPA$195.15M36+3.7%
5787Horizon Advisory Services, Inc.NY$195.14M47-1.3%
5788Castleview Partners, LLCTX$195.08M200-3.3%
5789W Advisors, LLCTN$195.07M141-1.9%
5790Crestview Partners III Gp, L.P.NY$195.05M2-4.2%
5791Noble Wealth Management PbcCO$195.04M580-2.0%
5792Lantern Wealth Advisors, LLCNY$194.97M174+3.6%
5793Westcap Management, LLCCA$194.89M2-57.7%
5794Tower View Wealth Management LLCWI$194.80M204-3.7%
5795Symphony Financial Services, Inc.OH$194.79M99-0.1%
5796Wynn Capital, LLCGA$194.70M107-5.4%
5797Next Level Wealth Planning, LLCID$194.70M73+3.6%
5798Clayton Financial Group LLCMO$194.67M614-0.7%
5799Cassia Capital Partners, LLCNC$194.43M67+5.2%
5800Kane Investment Management, Inc.CA$194.40M99-5.7%

Showing 5,751–5,800 of 8,643

114115116117118