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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
6201Byrne Asset Management LLCNJ$170.67M566-5.8%
6202Rareview Capital LLCNV$170.58M52+10.7%
6203Karnit Road Accident Victims Compensation FundIsrael$170.42M17-3.7%
6204Argo Wealth Advisory, LLCVA$170.39M48+1.9%
6205Shotwell Rutter Baer IncMI$170.20M38+2.2%
6206Holcombe Financial, Inc.GA$170.15M49+6.8%
6207Daner Wealth Management, LLCGA$170.14M88+4.1%
6208Riverglades Family Offices LLCFL$170.07M87+3.9%
6209Exome Asset Management LLCNY$169.95M45-16.0%
6210Dickmeyer Boyce Financial Management, Inc.IN$169.94M125—
6211Cyr Financial Inc.IL$169.91M58+6.0%
6212Brandywine Managers, LLCDE$169.91M40-16.0%
6213Hg Vora Capital Management, LLCNY$169.88M6-35.9%
6214Arp Global Capital LtdUnited Arab Emirates$169.85M18-48.7%
6215Coppell Advisory Solutions LLCTX$169.82M39-83.3%
6216English Capital Management LLCMI$169.81M35+6.1%
6217Financial Harvest, LLCFL$169.81M57+4.8%
6218Rayburn West Financial Services LLCTN$169.80M82+5.5%
6219Financial Planning Hawaii, Inc.HI$169.59M123-2.3%
6220Afg Fiduciary Services Limited PartnershipMA$169.49M90+1.5%
6221Live Oak Investment PartnersTX$169.41M93+4.1%
6222Madrid Financial ServicesCA$169.37M26—
6223Upper Left Wealth Management, LLCFL$169.36M68+3.2%
6224Sherrill & Hutchins Financial Advisory, IncGA$169.30M15+20.0%
6225Emergent Wealth Advisors, LLCNY$169.18M125-4.8%
6226United Financial Planning Group LLCNY$169.18M462+2.6%
6227Security National Bank Of Sioux City Iowa /Ia/IA$169.16M104+8.6%
6228 Forerunner Ventures Management, LLCCA$169.15M1-25.6%
6229Thoma Capital Management LLCMD$169.11M55-2.6%
6230Daviman Financial, LLCIN$169.10M84-0.8%
6231Granite Fo LLCNH$169.01M170-9.8%
6232Mountain Hill Investment Partners Corp.NJ$168.99M204+21.0%
6233William Allan CorpCO$168.98M59-4.1%
6234Mchugh Group, LLCOH$168.96M82-3.9%
6235Alpha Financial Partners LLCKY$168.93M103+3.1%
6236Cascade Investment Advisors, Inc.OR$168.91M116-0.7%
6237Tacita Capital IncOntario$168.91M238-2.1%
6238Mcclarren Financial Advisors, Inc.PA$168.88M79+0.8%
6239Wall Street Financial Group, Inc.IL$168.87M666+23.0%
6240Pingora Partners LLCWY$168.70M186+3.2%
6241Income Research & ManagementMA$168.61M26-11.4%
6242Crystal Rock Capital ManagementIL$168.44M32-11.0%
6243Code Waechter LLCFL$168.28M118+8.1%
6244Presper Financial Architects, LLCOH$168.27M50-4.9%
6245Ti-Trust, IncIL$168.24M128+3.9%
6246Meadowbrook Advisors Group, LLCNJ$168.21M135-5.4%
6247Widmann Financial Services, Inc.MD$168.15M121+2.9%
6248Ables, Iannone, Moore & Associates, Inc.GA$168.12M59-7.9%
6249Lee-Kelleher Wealth ManagementMD$168.07M41+0.3%
6250Knott David M JrNY$168.03M85-22.2%

Showing 6,201–6,250 of 8,643

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