FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
6051Mcbroom & Associates, LLCNV$179.54M36-12.8%
6052Conscious Wealth Investments, LLCGA$179.52M58+7.7%
6053Mink Brook Asset Management LLCFL$179.24M54+13.2%
6054Heritage Wealth Management, Inc. /Ca/CA$179.23M93+16.0%
6055Pacific Asset Management, LLCWA$179.09M70+7.5%
6056Ejmk Ventures LLCIL$179.02M167+10.2%
6057Semus Wealth Partners LLCFL$178.97M110-3.6%
6058David J Yvars GroupFL$178.91M92-4.6%
6059Lake Hills Wealth Management, LLCTX$178.81M62-6.7%
6060Swisher Financial Concepts, Inc.OH$178.73M102+1.5%
6061Base Wealth Management LLCFL$178.72M60-3.8%
6062Cobalt Capital Management, Inc.NJ$178.60M24-21.0%
6063Brookmont Capital ManagementTX$178.58M59+3.3%
6064Bfi Infinity Ltd.Switzerland$178.32M61+11.1%
6065Presima Securities UlcQuebec$178.27M48+2.9%
6066Counterweight Ventures, LLCNC$178.22M80-0.0%
6067Kingsman Wealth Management, Inc.FL$178.20M70-3.6%
6068Soviero Asset Management, LPNY$178.13M50-6.9%
6069Clay Northam Wealth Management, LLCCA$178.09M101-1.1%
6070Ivyrock Asset Management (Hk) LtdHong Kong$177.93M25-6.2%
6071Ryan Investment Management, Inc.CO$177.83M20-1.5%
6072Pier 88 Investment Partners LLCCA$177.82M94-16.8%
6073Echo45 Advisors LLCCA$177.80M76+1.5%
6074Cromwell Holdings LLCWY$177.77M1,036-3.0%
6075Wealth Science Advisors LLCGA$177.73M203+2.5%
6076North Ridge Wealth Advisors, Inc.OR$177.73M193-0.5%
6077Cornerstone Wealth, LLC/TnTN$177.72M96—
6078Ledgewood Wealth Advisors, LLCNH$177.68M73+2.3%
6079Ararat Capital Management LPCT$177.61M15-12.5%
6080Ballew Advisors, IncMS$177.36M118-0.0%
6081Hilton Head Capital Partners, LLCSC$177.32M989+3.6%
6082Beaconlight Capital, LLCNY$177.31M33+3.6%
6083Arlington Capital Management, Inc.IL$177.29M111+9.0%
6084Element Squared LLCMN$177.29M42-3.8%
6085Wealth Forward, LLCND$177.22M43+0.1%
6086Archon Capital Management LLCWA$177.21M45+0.8%
6087Cap Partners, LLCTN$177.05M146+0.3%
6088Sphera Management Technology Funds LtdIsrael$177.02M54-7.4%
6089Alden Global Capital LLCFL$177.00M14-7.8%
6090 Andera PartnersFrance$176.92M7+0.2%
6091Cetera Trust Company, N.AMN$176.89M351-5.4%
6092Gerber, LLCOH$176.84M87-1.4%
6093Secured Retirement Advisors, LLCMN$176.69M130-1.3%
6094Lexington Hill Partners, LLCTX$176.59M78+32.8%
6095Xxi Wealth, LLCIL$176.53M209+7.3%
6096St. Louis Financial Planners Asset Management, LLCMO$176.40M33+8.4%
6097Mcintyre Freedman & Flynn Investment Advisers IncMA$176.39M81+10.7%
6098Rps Advisory Solutions LLCKY$176.35M108-16.8%
6099Steadtrust LLCTX$176.34M123+8.6%
6100Cornerstone Wealth Partners, LLCMI$176.28M19+22.3%

Showing 6,051–6,100 of 8,643

120121122123124