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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
6151Echo Wealth Management, LLCMN$173.67M47+1.4%
6152Vermillion & White Wealth Management Group, LLCPA$173.65M65-5.4%
6153Golden Road Advisors LLCFL$173.60M53-1.2%
6154Coordinated Financial Services, Inc.CO$173.27M175-0.4%
6155Innovative Asset Advisors Group, LLCCT$173.17M1,039—
6156Forbes Financial Planning, Inc.RI$173.09M38+1.2%
6157Capital Today Evergreen Fund, L.P.Cayman Islands$173.01M3-20.0%
6158Dynamic Wealth Strategies, LLCCA$172.86M288+2.9%
6159Marest Capital, LLCCA$172.85M29-3.3%
6160Royalty Pharma Sub-Manager, LLCNY$172.76M4+0.8%
6161Peterson Wealth ManagementNV$172.49M166+28.1%
6162Godshalk Welsh Capital Management, Inc.PA$172.47M129-1.5%
6163Saxony Capital Management, LLCMO$172.34M161+5.6%
6164Tiptree Advisors, LLCNY$172.31M22-0.6%
6165Prentiss Smith & Co IncVT$172.24M65+2.9%
6166Washburn Capital Management, Inc.FL$172.14M56-5.2%
6167Benchmark Investment Advisors LLCIL$172.04M76-0.1%
6168Salvus Wealth Management, LLCNJ$171.97M126-3.8%
6169South Plains Financial, Inc.TX$171.96M224+2.3%
6170Anchorage Capital Advisors, L.P.NY$171.95M3+78.2%
6171Abbington Investment GroupCT$171.88M51+17.4%
6172Williams Financial, LLCVT$171.79M25-0.6%
6173Marathon Mission, Inc.NY$171.78M55-0.6%
6174Ffg Retirement Advisors LLCCO$171.76M43+6.5%
6175Atlantic Investment Management, Inc.NY$171.66M12-3.4%
6176Magnolia Wealth Management, LLCAL$171.63M212+2.5%
6177Stephens Group, LLCAR$171.51M4-7.5%
6178R.M.Sincerbeaux Capital Management LLCNY$171.51M38-4.0%
6179Ciovacco Capital Management LLCGA$171.50M28-14.1%
6180Salus Financial Advisors, LLCCO$171.49M34+2.8%
6181Mac Alpha Capital Management, LPFL$171.43M21-5.7%
6182Dayah Capital LLCCT$171.41M29+15.3%
6183Old Peak Finance LLCNC$171.25M84+5.7%
6184Tranquilli Financial Advisor LLCNJ$171.24M132-0.6%
6185Birch Financial Group, LLCNH$171.19M136-2.4%
6186Guardian Asset Advisors, LLCPA$171.15M102-11.0%
6187Nicholson Wealth Management Group, LLCSC$171.15M112+0.5%
6188Inman Jager Wealth Management, LLCMS$171.14M84+4.8%
6189Pillar Financial Advisors, LLCKY$171.12M106+3.2%
6190American Alpha Advisors, LLCNY$171.12M91+8.0%
6191Legacy Capital Wealth Management, LLCTX$171.05M61+3.6%
6192Channing Global Advisors, LLCFL$171.05M47+9.4%
6193Eq Wealth Advisors, LLCTX$171.05M54+1.0%
6194Milestone Asset Management Group, LLCCT$171.03M126-3.4%
6195Trust Investment AdvisorsIN$170.93M89-9.0%
6196Strategic Financial Planning, Inc.TX$170.91M40-2.8%
6197Beto Financial Group, LLCID$170.86M152+15.3%
6198Ervin Investment Management, LLCWA$170.76M47-4.3%
6199Defined Wealth Management, LLCOR$170.74M109-1.6%
6200Tlw Wealth Management, LLCFL$170.74M16-1.5%

Showing 6,151–6,200 of 8,643

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