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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
5851Pennsylvania State UniversityPA$191.30M2-0.8%
5852Sharp Capital Gestora De Recursos Ltda.Brazil$191.16M6+25.7%
5853Tfb Advisors LLCKS$191.02M180-46.6%
5854Birch Capital Management, LLCTX$190.84M78-4.8%
5855Elevatus Welath ManagementNY$190.81M141-47.8%
5856Kentucky Trust CoKY$190.78M311+1.2%
5857Shearwater Capital LLCCO$190.69M71+9.5%
5858Junk Investment Group, LLCMD$190.65M88—
5859Mill Road Capital Management LLCCT$190.59M23+13.4%
5860Sbe LLC Dba Cedar Cove Wealth PartnersMN$190.57M88-0.4%
5861Guidedmoney, LLCWI$190.48M29+1.7%
5862Security Benefit Life Insurance Co /Ks/KS$190.33M19-21.4%
5863Coign Capital Advisors LLCUT$190.33M80-0.4%
5864Rachor Investment Advisory Services, LLCMI$190.32M464+1.0%
5865Western Standard LLCCA$190.16M23-12.3%
5866Resolute Capital Asset Partners LLCCO$190.08M41-8.2%
5867Harspring Capital Management, LLCNY$190.08M14-29.5%
5868Harrington Investments, IncCA$190.03M84-4.5%
5869Green Ridge Wealth Planning LLCNJ$190.02M86-2.8%
5870Camarda Financial Advisors, LLCFL$189.99M104-27.7%
5871Andrews Advisory Associates, LLCHI$189.93M82+1.0%
5872Leslie Global Wealth, LLCIL$189.76M79-14.6%
5873Smallwood Wealth Investment Management, LLCNJ$189.74M515-0.7%
5874Sheridan Capital Management, LLCCA$189.73M31-3.8%
5875Bradley & Co. Private Wealth Management, LLCFL$189.69M215+1.7%
5876Financial Architects, LLCGA$189.59M25+2.0%
5877Laurel Wealth Planning LLCMN$189.57M59+5.0%
5878Pacific Point Advisors, LLCCA$189.52M133+1.5%
5879Steffes Financial, Ltd.KS$189.49M32-1.1%
5880Pragma Gestao De Patrimonio LtdBrazil$189.29M18-19.4%
5881Horizon Family Wealth, Inc.IL$189.27M88+0.8%
5882North Berkeley Wealth Management, LLCCA$189.19M73+11.6%
5883Fortitude Financial, LLCWA$188.98M39+60.4%
5884Mark Sheptoff Financial Planning, LLCCT$188.91M510-10.0%
5885Dsc Meridian Capital LPNY$188.89M9-7.4%
5886Gouws Capital LLCNC$188.89M58-0.2%
5887Wasserstein Management, L.P.NY$188.80M4+70.5%
5888Mpwm Advisory Solutions, LLCGA$188.76M577+5.2%
5889Two West Capital Advisors LLCKS$188.71M96+9.7%
5890Ptm Wealth Management, LLCPA$188.70M56+6.5%
5891First City Capital Management, Inc.GA$188.67M160-0.3%
5892Midwest Financial Partners Investments, Inc.MN$188.57M76+4.8%
5893Grant Private Wealth Management IncCA$188.50M154+13.8%
5894Jones Kertz & Associates, Inc.MN$188.34M66-3.2%
5895Beckerman Institutional, LLCNJ$188.22M121+5.7%
5896Strive Financial Group ,LLCIN$188.12M720-0.5%
5897Axis Wealth Partners, LLCRI$188.09M174+3.9%
5898Sylvest Advisors, LLCTX$188.05M70+0.3%
5899Keynote Financial Services LLCCT$188.04M174+5.1%
5900Harvest Management LLCNY$187.95M43-30.4%

Showing 5,851–5,900 of 8,643

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