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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
6401Turn8 Private Wealth Inc.Quebec$160.04M51+14.7%
6402Legend Capital Advisors LLCNY$159.98M159-10.9%
6403W.H. Cornerstone Investments Inc.MA$159.97M129-3.6%
6404Great Hill Capital LLCNY$159.91M31+10.2%
6405Sterling Manor Financial, LLCNY$159.89M39-0.2%
6406Affinity Investment Advisors, LLCCA$159.87M137+6.2%
6407Richardson Financial Services Inc.MA$159.84M613-48.3%
6408Palacios Wealth Management, LLCFL$159.82M75+22.4%
6409Fairbanks Capital Management, Inc.CA$159.80M50-11.9%
6410Cornerstone Select Advisors, LLCMO$159.72M124+10.8%
6411Velan Capital Investment Management LPGA$159.65M49-7.1%
6412Braun-Bostich & Associates Inc.PA$159.63M126-1.5%
6413Erickson Financial Group, LLCPA$159.58M25-2.0%
6414Blackston Financial Advisory Group, LLCFL$159.53M106-2.9%
6415Sanchez Levi GarrettWA$159.48M74—
6416Creek Drive Management Group LLCCA$159.46M46+1729.6%
6417Swisspartners Advisors LtdSwitzerland$159.18M24+15.6%
6418Hahn Capital Management LLCCA$159.16M31-14.2%
6419Riho Partners, LLCAZ$158.97M14+0.5%
64206th Street Advisors, LLCAL$158.93M59—
6421Up Strategic Wealth Investment Advisors LLCPA$158.78M98+15.3%
6422Propel Bio Management, LLCCA$158.66M38+35.5%
6423Objectivity Squared, LLCSC$158.63M55-11.3%
6424Retirement Wealth Solutions LLCWI$158.63M813+0.2%
6425Oppenheimer & Close, LLCNY$158.61M56+8.1%
6426Jericho Financial, LLPOH$158.56M40-4.5%
6427Astra Wealth Partners LLCNJ$158.52M85-3.1%
6428Refined Wealth ManagementUT$158.43M50+6.6%
6429Elevate Wealth Advisory, IncGA$158.42M125+8.3%
6430Martin Capital Advisors, LLPTX$158.35M73-7.2%
6431Lalia Capital, LLCNY$158.27M13+23.9%
6432Christian Investment Advisors, Inc.TX$158.25M12+28.3%
6433Vannoy Advisory Group, Inc.TX$157.96M28+0.1%
6434Corsicana & Co.TX$157.92M276-11.4%
6435Lifesteps Financial, Inc.CA$157.90M97+1.1%
6436Rivertree Advisors, LLCFL$157.89M60+0.7%
6437Pantera Capital Partners LPCA$157.86M14-3.9%
6438Deepwater Asset Management, LLCMN$157.85M39-54.0%
64394d Advisors, LLCCA$157.78M34-13.5%
6440Dougherty Wealth Advisers LLCMN$157.64M107-10.9%
6441Sarissa Capital Management LPCT$157.64M9-29.3%
6442Fwg Investments, LLC.KY$157.38M117+0.3%
6443Providence Wealth Advisors, LLCIL$157.33M80-1.7%
6444Livet Wealth, LLCUT$157.30M117-3.1%
6445Henson-Edgewater Management, LLCOH$157.21M66-7.1%
6446Syntax Research, Inc.FL$157.15M173-3.1%
6447Three Magnolias Financial Advisors, LLCNC$157.15M103-2.4%
6448Seros Financial, LLCAZ$157.11M58-7.8%
6449Alpenglobal Capital LLCCA$157.11M36-6.0%
6450Elkhorn Partners Limited PartnershipNE$157.08M48-0.8%

Showing 6,401–6,450 of 8,643

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