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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
6301Sfm, LLCNH$165.48M63-3.0%
6302Twin Lions Management LLCCT$165.48M10+11.6%
6303Fort Henry Capital, LLCWV$165.35M17+1.3%
6304ZynergyretirementplanningllcNJ$165.35M26+2.1%
6305Asset Management Advisors, LLCOK$165.33M19-0.0%
6306Granite Group Advisors, LLCCT$165.33M86-6.4%
6307Obsido OyFinland$165.33M20+1.6%
6308Brewster Financial Planning LLCNY$165.33M26+1.6%
6309Wilkins Miller Wealth Management, LLCAL$165.31M89-1.6%
6310Gould Capital, LLCWA$165.26M204+1.8%
6311Adviceone Advisory Services, LLCCT$165.24M41-2.3%
6312Optivise Advisory Services LLCTN$165.17M183-4.8%
6313Grand Alliance Asset Management LtdHong Kong$165.17M13+20.2%
6314Dominguez Wealth Management Solutions, Inc.VA$165.02M67+0.9%
6315Charter Oak Advisors LPNY$165.00M13+38.7%
6316Taylor Financial Group, Inc.VA$164.98M99-3.0%
6317Rochester Wealth Strategies, LLCMI$164.95M24+3.6%
6318Buckland Partners Management Co LLCNY$164.86M91-8.6%
6319Capital & Planning, LLCGA$164.83M172+663.1%
6320Sugar Maple Asset Management, LLCWI$164.75M84+10.8%
6321Bitterroot Capital Advisors LLCMT$164.70M60+12.8%
6322Newgen Asset Management LtdOntario$164.49M26+5.2%
6323Addis & Hill, IncPA$164.45M27-0.4%
6324General Partner, Inc.PA$164.19M165-6.9%
6325Clutterbuck Capital Management LLCOH$164.11M4+40.4%
6326Newport Capital Group, LLCNJ$164.10M73+0.3%
6327Pps&V Asset Management Consultants, Inc.MI$163.80M41-4.9%
6328Prospect Financial Services LLCNY$163.80M104-5.9%
6329Vms Asset Management LimitedHong Kong$163.77M23-36.9%
6330Chico Wealth RiaCA$163.71M37+6.7%
6331Alamar Capital Management, LLCCA$163.70M84-9.7%
6332Papamarkou Wellner Asset Management Inc.NY$163.69M86-1.6%
6333Gridiron Partners, LLCPA$163.67M47-6.8%
6334Longview Financial Advisors, Inc.AL$163.65M162+11.2%
6335Baring Financial LLCWA$163.48M72-0.5%
6336International Private Wealth Advisors LLCCA$163.47M152+2.9%
6337Tb Capital Gestao De Recursos Ltda.Brazil$163.46M17-2.6%
6338Basso Capital Management, L.P.CT$163.40M137-2.7%
6339Hudson Canyon Capital ManagementNY$163.36M52-4.5%
6340Truffle Hound Capital, LLCMD$163.20M43-4.5%
6341Omega Fund Management, LLCMA$163.15M10-43.1%
6342Catalina Capital Group, LLCCA$163.14M173+0.1%
6343Krs Capital Management, LLCMI$163.11M115-6.2%
6344Peoples Bank /OhOH$162.92M101+1.1%
6345Potrero Capital Research LLCCA$162.92M31-45.1%
6346Brindle & Bay Financial Advisors, LLCTX$162.92M67+8.4%
6347Kastel Capital Advisors, LLCMA$162.91M550.0%
6348Summerhaven Investment Management, LLCCT$162.88M193-7.6%
6349Index Venture Growth Associates IV LtdJersey$162.86M2-41.5%
6350Salt Holding Corp.DE$162.78M23+28.5%

Showing 6,301–6,350 of 8,643

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