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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
5801Treasure Coast Financial PlanningFL$194.27M48+3.2%
5802Mariner Investment Group LLCNY$194.24M44-87.8%
5803Pettee Investors, Inc.CT$194.20M115+8.9%
5804Exit Wealth Advisors, LLC.GA$194.17M130+14.8%
5805Oep Capital Advisors, L.P.NY$194.12M1+41.0%
5806Ifs Advisors, LLCKS$194.05M216+0.8%
5807True Vision Mn LLCMN$193.90M98-1.5%
5808Omni 360 Wealth, Inc.NJ$193.82M125-0.8%
5809Evergreen Wealth Management, LLCMI$193.74M54-2.4%
5810Generali Investments Towarzystwo Funduszy InwestycyjnychPoland$193.73M146-5.7%
5811Sea Cliff Partners Management, LPCA$193.70M13-18.4%
5812Rainwater Charitable FoundationTX$193.67M4+14.3%
5813Vvr Holdings LLCWA$193.57M39+0.6%
5814Bankplus Wealth Management LLCMS$193.54M117+6.8%
5815Legal Advantage Investments, Inc.CA$193.54M79-10.4%
5816Bostonpremier Wealth LLCMA$193.53M70-0.8%
5817Topel & Distasi Wealth Management, LLCCA$193.47M58-5.5%
5818Jackson Hill Advisors, LLCTX$193.41M13-10.3%
5819Broadway Wealth Solutions, Inc.TX$193.39M95+3.3%
5820Waypoint Wealth CounselGA$193.39M229-29.0%
5821Ayrshire Capital Management LLCCT$193.30M50-11.3%
5822Banque De Luxembourg S.A.Luxembourg$193.27M75-17.7%
582317 Capital Partners, LLCAZ$193.25M170+0.6%
5824Rh Tailwind Management, LLCPA$193.24M23+94.4%
5825Lloyd Harbor Capital Management, LLCNY$193.16M20+4.2%
5826Downshift Financial, LLCCO$193.16M77+19.1%
5827Cassady Wealth & Retirement Planning, LLCNV$193.11M101+25.9%
5828Promethium Advisors,LLCMD$193.10M112+4.1%
5829Galilei Investment Office LLPUnited Kingdom$192.99M25-9.1%
5830Carson Advisory Inc.GA$192.89M188+0.2%
5831Omnistar Financial Group, Inc.NC$192.85M108+13.0%
5832Athena Investment ManagementCA$192.79M153-1.2%
5833Rcs Financial Planning, LLCMD$192.77M98-16.9%
5834Whipplewood Advisors, LLCCO$192.70M1,065+23.8%
5835Keystone Financial Group, Inc.GA$192.40M134+0.8%
5836Client First Investment Management LLCWI$192.37M16+0.9%
5837Gross & Hartman Investments LLCPA$192.32M72+9.6%
5838Legacy Financial Independent Advisors LLCKY$192.23M113—
5839Westview Management Dba Westview Investment AdvisorsVT$192.18M70-8.4%
5840Krm Wealth Management L.L.C.NV$191.95M43+5.3%
5841Intelligent Financial StrategiesMN$191.94M62-7.7%
5842Riverchase Wealth Management, LLCTX$191.92M73+4.2%
5843Values First Advisors, Inc.TN$191.92M179-0.4%
5844C V Starr & Co IncNY$191.76M5+5.4%
5845Corrado Advisors, LLCNJ$191.68M115-3.8%
5846Arch Global Advisors, LLCNY$191.64M53—
5847Cincinnati Casualty CoOH$191.47M24-2.8%
5848Vaughan & Co Securities, Inc.NJ$191.38M57-1.0%
5849Prime Buchholz LLCNH$191.34M22+13.6%
5850Granville Capital, Inc.NC$191.31M86+1.5%

Showing 5,801–5,850 of 8,643

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