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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
6501Collar Capital Management, LLCWI$154.50M72+3.2%
6502Grantvest Financial Group LLCNJ$154.49M167-1.0%
6503Leigh Baldwin & Co., LLCNY$154.49M163+1.5%
6504Albert D Mason IncMA$154.48M129+1.7%
6505Steinberg Asset Management LLCNY$154.44M40+14.9%
6506Rare Wolf Capital LLCWA$154.37M127-3.6%
6507American Institute For Advanced Investment Management, LLPAZ$154.32M153-0.8%
6508Pathfinder Wealth Consulting, Inc.NC$154.30M163-2.6%
6509Stonekeep Investments, LLCNM$154.26M66+98532.0%
6510Ndwm LLCCA$154.21M37+2.0%
6511Perspective Wealth Advisors LLCCO$154.18M55+9.8%
6512Cannell Capital LLCWY$154.04M35-1.7%
6513Foresight Global Investors, Inc.NY$154.03M29-27.5%
6514Fidato Wealth LLCOH$154.02M15-1.6%
6515Sbi Holdings USA, Inc.CA$153.99M1+20.3%
6516Silver Oak Wealth Advisors Services, LLCCA$153.96M39-0.7%
6517Cedar Point Capital Partners, LLCIA$153.96M71-1.7%
6518Cravens & Co Advisors, LLCTN$153.92M64+0.8%
6519H Partners Management, LLCNY$153.75M2-2.6%
6520Millbank Dartmoor Portsmouth LLCNC$153.73M2-24.5%
6521Valpey Financial Services, LLCNH$153.72M75-1.9%
6522Arosa Capital Management LPFL$153.59M49-1.5%
6523Nova Wealth Management, Inc.FL$153.54M544+5.2%
6524Rwq Financial Management Services, Inc.FL$153.44M22-29.4%
6525Pacific Park Financial, Inc.CA$153.18M73-4.4%
6526Warner Group LLCCT$153.17M78-5.6%
6527Blue Capital, Inc.NE$153.11M107+9.1%
6528Washington Growth Strategies LLCDC$153.06M57-1.0%
6529Blue Door Asset Management, LLCCT$152.98M16-4.1%
6530Atlantic Private Wealth, LLCNC$152.97M312-2.2%
6531Orser Capital Management, LLCTX$152.95M46-13.6%
6532Bravias Capital Group, LLCNJ$152.95M96-7.5%
6533Berbice Capital Management LLCNY$152.87M159-8.2%
6534Interactive Financial Advisors, Inc.IL$152.87M78-1.2%
6535Bruce G. Allen Investments, LLCCO$152.85M1,083+3.4%
6536Marshall & Sterling Wealth Advisors Inc.NY$152.84M344+0.9%
6537Fiduciary Wealth Partners, LLCMA$152.80M60-37.3%
6538Round Hill Asset ManagementCA$152.67M62-3.8%
6539Seatown Holdings Pte. Ltd.Singapore$152.67M17-11.4%
6540Purefi Wealth, LLCMA$152.65M188+16.9%
6541Climber Capital SASwitzerland$152.64M69-0.5%
6542Ellerson Group Inc /AdvMD$152.59M61+3.2%
6543Redwood Financial Network CorpOH$152.53M170-2.8%
6544Sellaronda Global Management LPNY$152.50M8+31.8%
6545Comprehensive Money Management Services LLCFL$152.44M193+5.1%
6546Tower Trust & Investment CoIA$152.36M208-4.1%
6547Forest Hill Capital, LLCAR$152.29M19-22.1%
6548Integras Partners LLCGA$152.24M69+23.0%
6549Somnio Financial Group, LLCCT$152.22M14+0.6%
6550State Of Wisconsin - Board Of Commissioners Of Public LandsWI$151.90M6-1.8%

Showing 6,501–6,550 of 8,643

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