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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
5951Glenorchy Capital LtdAustralia$185.00M62+20.3%
5952Panoramic Investment Advisors, LLCCO$184.93M130+0.5%
5953Walker Asset Management, LLCMO$184.93M145-0.6%
5954Arcadia Wealth Management, Inc.NY$184.79M55+6.0%
5955Catalyst Private Wealth, LLCCA$184.62M76-19.4%
5956Kellett Wealth Advisors, LLCOH$184.49M79+5.4%
5957Mrwm Advisors, LLCTN$184.45M74-1.0%
5958Stephenson & Company, Inc.CA$184.43M43+1.3%
5959Arrien Investments, Inc.ID$184.43M46+4.0%
5960Sachetta, LLCMA$184.42M1,071+1.0%
5961Integrity Investment Advisors, LLCCO$184.41M74+1.6%
5962Castlekeep Investment Advisors LLCCT$184.39M66-16.5%
5963Index Venture Growth Associates V LtdJersey$184.27M3-40.2%
5964Define Financial, LLCCA$184.25M41+4.4%
5965Gsi Capital Advisors LLCCA$184.18M29+3.1%
5966Harbour Investment Management LLCWA$184.16M101-2.4%
5967Tassel Capital Management, Inc.NC$184.09M37+11.4%
5968Mullaney, Keating & Wright, Inc.CT$184.07M68-2.8%
5969Kmt Wealth Management, LLCCA$184.05M17-1.5%
5970Longview Financial Advisors LLCCA$184.04M157+1.5%
5971Rfp Financial Group LLCGA$183.98M62-11.9%
5972Ameraudi Asset Management, Inc.NY$183.93M42+1.1%
5973Sard Wealth Management Group, LLCGA$183.92M60+0.9%
5974Eliot Finkel Investment Counsel, LLCCA$183.87M32+12.6%
5975Attessa Capital LLCAZ$183.83M35+0.5%
5976Monashee Investment Management LLCMA$183.82M45+4.3%
5977Fourworld Capital Management LLCNY$183.70M19+345.2%
5978Investments & Financial Planning, LLCKY$183.68M36-1.4%
5979Kure Advisory, LLCMN$183.63M56+2.7%
5980General Catalyst Group Management, LLCMA$183.56M12-17.2%
5981Global Wealth Management, LLCNJ$183.44M44-1.3%
5982Glr Partners, LLCMD$183.28M100—
5983Guardian Wealth Management, Inc.IL$183.22M61+7.6%
5984Vision Capital CorpOntario$183.15M9+1.0%
5985Finivi Inc.MA$183.11M103+5.9%
5986Kennicott Capital Management LLCCA$183.10M46-11.2%
5987Oxford Wealth Group, LLCFL$183.06M88-11.0%
5988Kamunting Street Capital Management, L.P.FL$183.03M28+24.8%
5989Meridian Financial Advisors, LLCMA$182.95M141-0.4%
5990Babb Wealth Advisors LLCAZ$182.92M19+3.3%
5991Mcdonough Capital Management, IncFL$182.92M50-10.4%
5992Northland Capital Management LLCMN$182.89M31+2.4%
5993Sutton Place Investors LLCNY$182.83M136+0.4%
5994Quantedge Capital Pte LtdSingapore$182.81M51-12.9%
5995Claris Financial LLCVA$182.78M177-2.8%
5996Ampersand Capital Group, L.P.CA$182.75M7-18.5%
5997Insight Inv LLCCA$182.75M104+2.4%
5998Wespac Advisors, LLCCA$182.63M178-1.0%
5999Stegner Investment Associates Inc.KY$182.58M29-3.0%
6000Mwa Asset ManagementMA$182.58M126+1.7%

Showing 5,951–6,000 of 8,643

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