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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
6451Turning Point Benefit Group, Inc.MD$157.01M95-18.0%
6452Certior Financial Group, LLCPA$157.00M130+7.0%
6453Img Wealth Management, Inc.FL$156.87M506-0.4%
6454Helix Partners Management LPNY$156.74M11-3.3%
6455Ameriserv Wealth AdvisorsPA$156.67M59-8.9%
6456Columbia Advisory Partners LLCWA$156.65M92+6.7%
6457First National Bank Of HutchinsonKS$156.58M84-8.3%
6458Diversified Investment Strategies, LLCLA$156.54M55+2.6%
6459Cultivar Capital, Inc.TX$156.47M46+0.2%
6460Lakewood Asset Management LLCIL$156.43M107-8.1%
6461Christine Messmer PcPA$156.40M80+2.0%
6462Harber Asset Management LLCNC$156.37M41-34.4%
6463Compass Planning Associates IncMA$156.36M30+8.3%
6464Mcguire Capital Advisors IncOK$156.25M868-0.6%
6465Sagil Capital LLPUnited Kingdom$156.12M16-2.4%
6466Patrick M Sweeney & Associates, IncIL$155.99M164-2.4%
6467Invera Wealth Advisors, LLCOR$155.81M98-1.5%
6468Cornerstone Financial Group, LLC /Ne/NE$155.81M73+8.7%
6469Accredited Investor Services, LLCMN$155.76M77+3.2%
6470Bnb Wealth Management, LLCMD$155.76M90+0.3%
6471Truxt Investmentos Ltda.Brazil$155.74M23+118.5%
6472Winebrenner Capital Management LLCKY$155.72M139+3.8%
6473Adirondack Capital Advisors, LLCNY$155.68M44+4.7%
6474Hidden Cove Wealth Management, LLCWA$155.66M109+0.7%
6475Investidor Profissional Gestao De Recursos Ltda.Brazil$155.63M20+16.1%
6476Southern Capital Services Inc /AdvAL$155.60M29-1.9%
6477Good Steward Wealth Advisors,LLCTN$155.52M68+2.6%
6478Westco Advisory Services Inc /AdvNY$155.51M104-4.4%
6479Summit Portfolio Management, Ltd.NV$155.45M24—
6480Bml Capital Management, LLCIN$155.44M15+37.6%
6481Delarme Wealth Management, Inc.CA$155.26M63+10.3%
6482Capstone Capital LLCNV$155.26M22+0.9%
6483Teilinger Capital Ltd.TX$155.25M7+58.3%
6484Kuhn & Co Investment CounselIL$155.25M142+3.5%
6485Retirement Planning Group, LLC / NyNY$155.19M94+5.9%
6486Future Financial Wealth Managment LLCOH$155.17M128+4.4%
6487Legend Financial Advisors, Inc.PA$155.12M38-6.1%
6488Archvest Wealth Advisors, Inc.CA$154.99M74-1.1%
6489Cyber Hornet Etfs LLCFL$154.92M507-7.6%
6490Minerva Advisors LLCPA$154.91M48+3.5%
6491Es4, LLCCA$154.88M32+6.7%
6492Towerview LLCNY$154.82M15+12.4%
6493Atlasmark Financial, IncTX$154.82M470.0%
6494Mountain Lake Investment Management LLCCA$154.81M29+17.6%
6495Asahi Life Asset Management Co., Ltd.Japan$154.72M150-13.7%
6496Equity Wealth Partners, LLCMO$154.71M76+0.3%
6497Leconte Wealth Management, LLCTN$154.70M152+1.1%
6498Elevate Capital Advisors, LLCCO$154.61M72+2.3%
6499Decisionmap Wealth Management, LLCVA$154.54M129-4.7%
6500Meadow Creek Wealth Advisors LLCGA$154.54M135-1.2%

Showing 6,451–6,500 of 8,643

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