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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
6001Sage Advisory Services, Ltd.Co.TX$182.58M42-0.5%
6002Meriwether Wealth & Planning, LLCLA$182.56M126+3.0%
6003Nutshell Asset Management LtdUnited Kingdom$182.54M34-34.9%
6004Trivant Custom Portfolio Group, LLCCA$182.40M82+5.0%
6005Clearfield Capital Management LPNY$182.29M16-1.5%
6006Wisconsin Capital Management LLCWI$182.19M51-7.9%
6007R Squared LtdHong Kong$182.10M477-14.9%
6008Dempze Nancy EMA$182.08M92-5.1%
6009Cosner Financial Group, LLCCO$182.06M34-7.1%
6010Capital Financial Group Inc\Co\ /AdvCO$182.04M106+1.5%
6011Oak Wealth Advisors LLCIL$182.00M57+4.5%
6012Tilia Fiduciary Partners, Inc.NC$181.99M115+0.5%
6013Hager Investment Management Services, LLCNH$181.97M329-0.8%
6014Lam Group, Inc.OR$181.95M136+4.1%
6015Anderson Financial Strategies, LLCOH$181.92M32+5.6%
6016Elefante Mark BMA$181.81M58+11.4%
6017Cladis Investment Advisory, LLCMT$181.74M159-0.5%
6018Hfg Wealth Management, LLCTX$181.72M50+0.2%
6019Silverberg Bernstein Capital Management LLCNY$181.55M68+4.8%
6020Successful Portfolios LLCFL$181.42M188-7.6%
6021Walnut Private Equity Partners, LLCNE$181.33M14+5.5%
6022Vestgen Investment ManagementNJ$181.32M216+0.5%
6023Clark Financial Services Group Inc /BdMO$181.29M110-3.6%
6024Wolff Wiese Magana LLCCA$181.23M983-0.8%
6025Ridgecrest Wealth Partners, LLCCA$181.17M96-1.7%
6026American Trust Investment Advisors, LLCNH$181.01M76-3.2%
6027Tower Wealth Partners, Inc.PA$180.94M87-0.5%
6028Valor Management LLCIL$180.88M5+228.3%
6029Klein Pavlis & Peasley Financial, Inc.CA$180.86M93+6.6%
6030Af Advisors, Inc.CA$180.85M26-31.3%
6031Mb Generational Wealth, LLCWA$180.83M66-4.3%
6032My Portfolio Guide, LLCCA$180.82M166—
6033Ballast Rock Private Wealth LLCSC$180.80M177+13.0%
6034Intercapital, LLCTX$180.67M66-5.2%
6035Frazier Financial Advisors, LLCOH$180.61M835+7.0%
6036Hamrick Investment Counsel, LLCWA$180.50M359+34.2%
6037Aurora Investment CounselGA$180.32M106-5.2%
6038Alchemi Wealth, LLCCT$180.21M155-1.5%
6039Monument Group Wealth Advisors, LLCMA$180.20M43-1.8%
6040Knoll Capital Management, LLCFL$180.17M37-17.4%
6041Fairfield, Bush & Co.CT$180.11M119-5.0%
6042Coastwise Capital Group, LLCCA$180.09M128-10.0%
6043Amiral GestionFrance$180.01M16-33.8%
6044Three Cord True Wealth Management, LLCPA$179.96M39+4.7%
6045Prospect Capital Advisors, LLCCA$179.86M28-7.3%
6046Foresight Capital Management Advisors, Inc.MI$179.70M96-2.7%
6047Viawealth, LLCKS$179.65M159+1.0%
6048Robinson Value Management, Ltd.TX$179.65M73-2.9%
6049Financial Designs CorpCA$179.65M40+1.7%
6050Ategra Capital Management, LLCVA$179.64M23+2.7%

Showing 6,001–6,050 of 8,643

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