FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
6101Beacon Financial Strategies CorpNC$176.19M176-1.7%
6102 Nvp Associates, LLC CA$176.18M5-31.0%
6103Paragon Financial Partners, Inc.CA$176.12M76+8.4%
6104Atmos Advisory, LLCPA$176.09M20+2.1%
6105Farrow Financial, Inc.VT$176.08M53+1.2%
6106Garnet Equity Capital Holdings, Inc.NY$176.02M19-12.4%
61074j Wealth Management LLCVA$175.95M101+0.7%
6108Align Financial, LLCMN$175.93M373+2.0%
6109Lifetime Wealth Management P.C.TX$175.82M86+10.4%
6110Taylor Frigon Capital Management LLCAZ$175.75M93-11.0%
6111Nolet Wealth Management, LLCTX$175.74M92-2.0%
6112Boyar Asset Management Inc.NY$175.72M78+11.4%
6113Birchview Capital, LPVT$175.66M73+2.8%
6114Resolute Wealth Advisor, Inc.OH$175.66M78—
6115Tevis Investment ManagementTX$175.60M99+5.7%
6116Evr Research LPVA$175.56M29-5.3%
6117Flywheel Private Wealth LLCCA$175.56M104+9.6%
6118Intrack Investment Management IncVT$175.48M108-1.8%
6119Providence Financial Advisors, LLCKS$175.47M59+75.0%
6120Sterling Wealth Advisors IncFL$175.36M20+5.8%
6121Taylor & Morgan Wealth Management, LLCMI$175.29M79-1.8%
6122Oceanside Advisors LLCSC$175.28M53+6.3%
6123Humankind Investments LLCNY$175.08M20-21.5%
6124Draper Asset Management, LLCNY$175.07M21-7.8%
6125Momentous Wealth Management, Inc.WA$175.00M41-0.8%
6126Bain Capital Venture Investors, LLCMA$174.95M4-31.3%
6127Braeburn Wealth Management LLCMI$174.95M85-10.6%
6128William Mack & Associates, Inc.MI$174.95M73-17.7%
6129Lowery Thomas, LLCCA$174.87M55-1.2%
6130Centurylink Investment Management CoCO$174.86M3+80.5%
6131Aegis Wealth Management LLCMD$174.85M118-1.2%
6132Basepoint Wealth LLCIA$174.79M642+6.2%
6133Lifegoal Investments, LLCNY$174.75M112+17.1%
6134Sunbeam Capital Management, LLCGA$174.72M112+3.5%
6135Delos Wealth Advisors, LLCTX$174.66M253+15.3%
6136Scratch Capital LLCID$174.63M45+14.3%
6137Gs Investments, Inc.MN$174.60M134-5.2%
6138Granby Capital Management, LLCFL$174.47M14-6.9%
6139Kaufman Rossin Wealth, LLCFL$174.47M98-9.2%
6140Mudrick Capital Management, L.P.NY$174.44M3-52.9%
6141Bridge Generations Wealth Management LLCFL$174.44M32+8.0%
6142American Airlines Group Inc.TX$174.44M1-2.7%
6143Cno Financial Group, Inc.IN$174.43M8-1.2%
6144Advanced Micro Devices IncCA$174.39M4-9.5%
6145Councilmark Asset Management, LLCTN$174.33M85-2.5%
6146Melfa Wealth Management, Inc.MA$174.15M195+0.4%
6147Ehrlich Financial GroupCA$174.02M112-1.0%
6148Guardian Wealth Advisors, LLCMN$173.92M64-1.9%
6149Solas Capital Management, LLCCT$173.87M22-1.3%
6150Breakout Capital Partners, LPNY$173.87M8+23.8%

Showing 6,101–6,150 of 8,643

121122123124125