FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
5901Everstar Asset Management, LLCNC$187.88M186+0.7%
5902Starwood Capital Group Management, L.L.C.FL$187.85M6-6.5%
5903Winthrop Partners - Wny, LLCNY$187.68M87+1.1%
5904Destiny Capital Corp/CoCO$187.66M53-3.4%
5905Independence Wealth Advisors, LLCOH$187.61M90+5.5%
5906Davidson Kahn Capital Management, LLCCA$187.58M62-2.5%
5907Boomfish Wealth Group, LLCGA$187.33M87+0.1%
5908Transmarket Holdings LPIL$187.23M39+36.8%
5909Chokshi & Queen Wealth Advisors, IncCA$187.15M64-2.2%
5910Wingate Wealth Advisors, Inc.MA$187.13M121+4.4%
5911Pearl Planning LLCMI$187.10M52+14.4%
5912Carroll Investors, IncSC$187.06M31-10.6%
5913Beacon Advisors Holdings, LLCTX$186.98M37-1.5%
5914Darwins River Capital, LPNY$186.84M38+25.5%
5915Hoge Financial Services, LLCPA$186.83M72+0.7%
5916Virginia Wealth Management Group, Inc.VA$186.82M55+9.2%
5917Whalen Wealth Management Inc.NV$186.66M174+0.2%
5918Amansa Capital Pte. Ltd.Singapore$186.65M2-31.4%
5919Hurley Capital, LLCNY$186.42M626+4.4%
5920Signature Equity Partners, LLCOH$186.35M1,550+3.1%
5921First County Bank /Ct/CT$186.31M152-1.9%
5922Oakum Bay Capital LLCCT$186.29M87-3.5%
5923Battery Global Advisors, LLCMA$186.17M154-13.7%
5924Alethea Capital Management, LLCWA$186.15M13-9.6%
5925Aubrey Capital Management LtdUnited Kingdom$186.14M50-26.7%
5926Lynwood Price Capital Management LPTX$186.14M14-9.4%
5927Greater Midwest Financial Group, LLCMN$186.13M65+4.0%
5928Aspen Wealth Strategies, LLCCO$186.12M88+1.8%
5929Rings Capital Management LLCIL$186.10M7-7.5%
5930Hofer & Associates. IncCA$186.08M64-1.4%
5931Strategic Value Bank Partners LLCOH$186.07M14+27.4%
5932Merrion Investment Management Co, LLCNJ$186.07M109+0.2%
5933Lonestar Capital Management LLCCA$186.05M26-0.4%
5934Pacific Wealth ManagementCA$185.92M20-13.7%
5935Kearns & Associates LLCCA$185.88M40-4.0%
5936Envision Financial LLCWI$185.84M46-1.8%
5937Meixler Investment Management, Ltd.AZ$185.80M88+12.9%
5938Spectrum Strategic Capital Management, LLCOR$185.79M76-1.3%
5939Loudon Investment Management, LLCNH$185.79M95-2.9%
5940Hansen & Associates Financial Group, Inc.CA$185.79M42+1.5%
5941Novak & Powell Financial Services, Inc.FL$185.63M163-3.2%
5942Pacific Financial Group IncTN$185.58M87+3.2%
5943Graney & King, LLCNY$185.53M370+8.5%
5944Financial Alternatives, IncCA$185.50M79+7.8%
5945Pinney & Scofield, Inc.MA$185.44M243+5.2%
5946Baron Financial Group, LLCNJ$185.41M53-0.6%
5947J Hagan Capital, Inc.KY$185.32M83+2.5%
5948Capasso Planning Partners LLCSC$185.32M73+1.9%
5949Valley Financial Group, Inc.PA$185.30M63+4.1%
5950Bck Partners, Inc.NY$185.22M26+0.1%

Showing 5,901–5,950 of 8,643

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