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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
6251Disciplined Investors, L.L.C.TX$167.98M139+10.2%
6252Wealthstar Advisors, LLCTX$167.97M110-8.5%
6253Metavasi Capital LPNY$167.97M20-26.0%
62547g Capital Management, LLCNY$167.82M10+4.4%
6255City National Bank Of Florida /MsdFL$167.73M127+9.5%
6256Sharpepoint LLCAZ$167.71M86+0.5%
6257Opus Investment Management IncMA$167.61M30+2.0%
6258Yukon Wealth Management, Inc.KS$167.52M79-3.5%
6259Wealthtrust Asset Management, LLCFL$167.49M98+17.0%
6260William B. Walkup & Associates, Inc.SC$167.49M163-8.3%
6261Kestrel Investment Management CorpCA$167.47M39+94830.5%
6262Members Wealth LLCPA$167.39M113+4.8%
6263Farrell Financial LLCNY$167.37M76-1.3%
6264Pursue Wealth Partners LLCCA$167.36M101-18.7%
6265Triavera Capital LLCCA$167.33M16-20.0%
6266Grafton Street Partners Management Company, LLCFL$167.33M11-18.1%
6267Andrews, Lucia Wealth Management LLCCA$167.31M35-0.6%
6268Montaka Global Pty LtdAustralia$167.30M21-20.8%
6269Lummis Asset Management, LPTX$167.29M192+2.9%
6270Roi Financial Advisors, LLCOR$167.23M66-4.0%
6271Del-Sette Capital Management, LLCNY$167.13M44+3.1%
6272Jacobs Asset Management, LLCNY$167.09M28-6.9%
6273Hilltop Wealth Advisors, LLCNC$166.89M53-16.2%
6274Mustard Seed Financial, LLCAR$166.88M92+4.9%
6275 Stilwell Value LLCNY$166.86M25-8.0%
6276Sterling Investment Management, LLCAZ$166.73M65-5.4%
6277Millstone Evans Group, LLCCO$166.64M856-2.0%
6278Ames National CorpIA$166.64M67-2.4%
6279White Wing Wealth ManagementTX$166.61M37-0.5%
6280Integrity Wealth Advisors, Inc.CA$166.58M70+16.7%
6281Brown Shipley& Co LtdUnited Kingdom$166.52M78-10.9%
6282Bco Wealth Management LLCNM$166.47M42+2.1%
6283Marin Bay Wealth Advisors, LLCCA$166.28M127-4.7%
6284Geosphere Capital Management, LLCFL$166.18M40+14.8%
6285Pring Turner Capital Group IncCA$166.12M72+2.8%
6286Bucket List Wealth Management, LLCFL$166.08M57-0.8%
6287Gentry Private Wealth, LLCKS$166.03M91+4.6%
6288Hiddenite Capital Partners LPNY$166.01M13-13.4%
6289Mithaq Capital SpcSaudi Arabia$165.93M4-15.5%
6290Caitlin John, LLCMI$165.85M913+8.6%
6291Shenkman Capital Management IncNY$165.84M7-0.7%
6292Lm Asset Management Inc.British Columbia$165.83M9+32.7%
6293Copley Financial Group, Inc.CA$165.74M115+2.6%
6294Fearless Solutions, LLC Dba Best InvestTX$165.71M127+0.4%
6295Lighthouse Financial LLCFL$165.70M74+8.3%
6296Fee-Only Financial Planning, L.C.SC$165.65M43-3.4%
6297Moon Capital Management LPNY$165.63M13+3.0%
6298Savoir Faire Capital Management, L.P.CT$165.61M44-21.5%
6299Eight 31 Financial, LLCTX$165.59M72-9.2%
6300Luminus Management LLCTX$165.50M24+52.7%

Showing 6,251–6,300 of 8,643

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