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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
6351Dean, Jacobson Financial Services, LLCTX$162.77M21+3.3%
6352Instrumental Wealth, LLCFL$162.67M73-2.5%
6353Toptier Wealth Management, LLCWI$162.66M795+10.4%
6354Dahring | Cusmano LLCMI$162.66M58+13.1%
6355Tru Independence Asset Management 2, LLCOR$162.56M82+1.7%
6356Buttonwood Financial Group, LLCMO$162.54M30-13.6%
6357Capstone Wealth Management Group LLCOR$162.51M123-1.6%
6358Kintayl Capital LPNY$162.50M44-1.9%
6359Millennium Capital Advisors, LLCAR$162.47M133-4.2%
6360Invariant Investment ManagementPA$162.44M70+4.0%
6361Traction Financial Partners, LLCCO$162.43M57-3.7%
6362Kingstone Capital Partners Texas, LLCTX$162.41M57-5.3%
6363Accel Xi Associates L.L.C.CA$162.36M1-68.4%
6364Sarver Vrooman Wealth AdvisorsMO$162.35M138+3.2%
6365Panoramic Capital Partners, LLCOR$162.32M63-0.5%
6366M3 Advisory Group, LLCMA$162.24M149-1.1%
6367Bay Capital Advisors, LLCVA$162.24M107-1.0%
6368Bulwark Capital CorpFL$162.23M100+15.4%
6369Lagoda Investment Management, L.P.NY$162.16M25-6.1%
6370Themes Management Co LLCCT$162.06M151+28.9%
6371Investment Partners Asset Management, Inc.NJ$161.96M163+0.8%
6372Manuka Financial, LLCVA$161.92M56+0.5%
6373Herbst Group, LLCCT$161.91M59-4.7%
6374Collaborative Fund Advisors, LLCNV$161.90M160—
6375Stillwater Wealth Management GroupFL$161.78M77+9.7%
6376Greenhouse Wealth Management, LLCCT$161.70M57-4.4%
6377Guerra Pan Advisors, LLCNJ$161.67M121-4.1%
6378Carter Financial Group, Inc.IL$161.67M126-4.1%
6379Petra Financial Advisors IncCO$161.60M117-5.2%
6380Gen Financial Management, Inc.MN$161.53M51+1.7%
6381Accordant Advisory Group IncMD$161.41M238+11.4%
6382Baybridge Capital Group, LLCCA$161.40M950.0%
6383Coastline Complete Wealth LLCSC$161.36M55+1.6%
6384Continental Advisors LLCUT$161.30M40+4.6%
6385Lavelle Capital LPCA$161.12M70+2.1%
6386Innealta Capital, LLCTX$160.96M75-12.9%
6387Gutierrez Wealth Advisory, LLCAR$160.95M70+1.1%
6388Five Pine Wealth ManagementID$160.85M47+3.2%
6389Occam Crest Management LPCT$160.81M28+13.2%
6390Riverbend Wealth Management, LLCSC$160.81M149+1.3%
6391Royal Capital Wealth Management, LLCIN$160.62M96-5.2%
6392Mcalister, Sweet & Associates, Inc.TX$160.57M32+21.9%
6393Perry Creek Capital LPNY$160.48M12-3.6%
6394Tpg Advisors LLCIL$160.46M109-0.1%
6395Mittelman Wealth ManagementMA$160.39M52+4.2%
6396Robert Bosch GmbhGermany$160.36M3-11.6%
6397Cbm Financial, LLCTX$160.25M16+8.9%
6398Pacific Wealth Strategies Group, Inc.CA$160.23M62-9.3%
6399Washington UniversityMO$160.23M2-19.0%
6400Sanchez Gaunt Capital Management, LLCNV$160.17M184—

Showing 6,351–6,400 of 8,643

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